SPDR S&P 500 ETF Trust
SPY- Exchange
- NYSE
- SEC CIK
- 0000884394
No open-market purchases or sales by SPDR S&P 500 ETF Trust insiders were filed in the last 90 days; 4,668 institutions reported holding it in 13F filings for Q2 2026, worth $448.3B in total; 4 superinvestors hold it, including Soros Fund Management and Giverny Capital.
13F holders, Q1 2024
Institutional positions in SPDR S&P 500 ETF Trust as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,705
- +66 vs. Q4 2023
- Shares held
- 583.6M
- −45.6M (−7.3%) vs. Q4 2023
- Total value
- $304.2B
- +$9.71B (+3.3%) vs. Q4 2023
- New holders
- 207
- 1,431 more added
- Sold out
- 141
- 1,589 more reduced
55 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,668 | $448.3B |
| Q1 2026 | 4,600 | $356.9B |
| Q4 2025 | 4,646 | $374.7B |
| Q3 2025 | 4,264 | $357.7B |
| Q2 2025 | 4,245 | $343.0B |
| Q1 2025 | 4,189 | $313.6B |
| Q4 2024 | 4,242 | $342.5B |
| Q3 2024 | 3,807 | $328.5B |
| Q2 2024 | 3,766 | $299.6B |
| Q1 2024 | 3,705 | $304.2B |
| Q4 2023 | 3,694 | $295.1B |
| Q3 2023 | 3,329 | $230.9B |
| Q2 2023 | 3,310 | $249.1B |
| Q1 2023 | 3,268 | $214.8B |
| Q4 2022 | 3,310 | $207.8B |
| Q3 2022 | 3,059 | $200.9B |
| Q2 2022 | 3,099 | $207.3B |
| Q1 2022 | 3,144 | $258.8B |
| Q4 2021 | 3,181 | $290.9B |
| Q3 2021 | 2,758 | $245.4B |
| Q2 2021 | 2,744 | $231.3B |
| Q1 2021 | 2,734 | $225.0B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quad-Cities Investment Group, LLC | 710 | $371.3K | 0.22% | +2+0.3% | Added |
| Pring Turner Capital Group Inc | 711 | $371.9K | 0.27% | +14+2.0% | Added |
| Cedar Wealth Management, LLC | 711 | $371.9K | 0.12% | +106+17.5% | Added |
| Western Pacific Wealth Management, LP | 713 | $373.0K | 0.27% | −287−28.7% | Reduced |
| NCM Capital Management, LLC | 715 | $374.0K | 0.21% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 715 | $374.0K | 0.29% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 714 | $374.6K | 0.24% | −28−3.8% | Reduced |
| EFG Asset Management (Americas) Corp. | 717 | $375.0K | 0.11% | −2,309−76.3% | Reduced |
| Pacific Sun Financial Corp | 717 | $375.3K | 0.22% | +60+9.1% | Added |
| David Kennon Inc | 721 | $376.9K | 0.16% | +721 | New |
| Centennial Wealth Advisory LLC | 721 | $377.1K | 0.17% | +300+71.3% | Added |
| Up Strategic Wealth Investment Advisors LLC | 721 | $377.1K | 0.62% | +721 | New |
| Garrison Asset Management, LLC | 721 | $377.4K | 0.20% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 723 | $378.2K | 0.01% | −45−5.9% | Reduced |
| FMFE Wealth Management, LLC | 723 | $378.3K | 0.35% | +7+1.0% | Added |
| Seascape Capital Management | 724 | $379.0K | 0.14% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 725 | $379.2K | 0.05% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 724 | $379.2K | 0.18% | +724 | New |
| Professional Financial Advisors, LLC | 727 | $380.3K | 0.11% | +727 | New |
| Legacy Capital Group California, Inc. | 728 | $380.8K | 0.14% | −6,346−89.7% | Reduced |
| Financial Life Advisors | 730 | $381.8K | 0.16% | −42−5.4% | Reduced |
| New England Professional Planning Group Inc. | 731 | $382.4K | 0.20% | −181−19.8% | Reduced |
| Northwest Financial Advisors | 732 | $382.9K | 0.42% | +146+24.9% | Added |
| Focused Wealth Management, Inc | 732 | $383.0K | 0.06% | +303+70.6% | Added |
| Coco Enterprises, LLC | 737 | $383.3K | 0.26% | 00.0% | Unchanged |
| Applied Capital LLC | 735 | $384.5K | 0.23% | +735 | New |
| Pointe Capital Management LLC | 735 | $384.8K | 0.24% | +1+0.1% | Added |
| Stokes Family Office, LLC | 738 | $386.0K | 0.05% | 00.0% | Unchanged |
| Avondale Wealth Management | 742 | $387.9K | 0.27% | 00.0% | Unchanged |
| Hoffman, Alan N Investment Management | 743 | $388.6K | 0.22% | +21+2.9% | Added |
| Princeton Global Asset Management LLC | 743 | $388.8K | 0.09% | −184−19.8% | Reduced |
| Cedrus LLC | 743 | $388.8K | 0.21% | −72−8.8% | Reduced |
| David R. Rahn & Associates Inc. | 744 | $389.1K | 0.16% | +23+3.2% | Added |
| Peloton Wealth Strategists | 745 | $390.0K | 0.16% | +125+20.2% | Added |
| swisspartners Advisors Ltd | 827 | $390.2K | 0.32% | +2+0.2% | Added |
| Maryland Capital Advisors Inc. | 750 | $392.3K | 0.24% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 752 | $393.1K | 0.29% | +117+18.4% | Added |
| Beacon Investment Advisors LLC | 753 | $393.8K | 0.22% | +3+0.4% | Added |
| Telos Capital Management, Inc. | 753 | $393.8K | 0.04% | −72−8.7% | Reduced |
| Farrow Financial Inc. | 754 | $394.4K | 0.28% | 00.0% | Unchanged |
| Stage Harbor Financial, LLC | 757 | $396.0K | 0.36% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 757 | $396.0K | 0.16% | +42+5.9% | Added |
| 5th Street Advisors, LLC | 762 | $398.6K | 0.23% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 789 | $398.7K | 0.05% | +491+164.8% | Added |
| Solidarilty Wealth, LLC | 760 | $398.7K | 0.12% | +137+22.0% | Added |
| Landmark Wealth Management, LLC | 762 | $399.0K | 0.18% | +309+68.2% | Added |
| Schoolcraft Capital LLC | 763 | $399.1K | 0.09% | −2−0.3% | Reduced |
| McNaughton Wealth Management, LLC | 767 | $401.2K | 0.22% | −3−0.4% | Reduced |
| Advus Financial Partners, LLC | 769 | $402.5K | 0.12% | −9−1.2% | Reduced |
| Vannoy Advisory Group, Inc. | 771 | $403.3K | 0.31% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 772 | $403.6K | 0.15% | −19−2.4% | Reduced |
| R. W. Roge & Company, Inc. | 771 | $404.0K | 0.24% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 774 | $404.9K | 0.65% | +28+3.8% | Added |
| Whalen Wealth Management Inc. | 775 | $405.5K | 0.30% | +53+7.3% | Added |
| Seamount Financial Group Inc | 776 | $405.9K | 0.36% | +70+9.9% | Added |
| Rise Advisors, LLC | 778 | $407.1K | 0.22% | +26+3.5% | Added |
| Gibraltar Capital Management, Inc. | 781 | $408.4K | 0.19% | −48−5.8% | Reduced |
| Emory University | 781 | $408.5K | 0.25% | −16−2.0% | Reduced |
| SevenBridge Financial Group, LLC | 801 | $409.5K | 0.09% | −10−1.2% | Reduced |
| ICONIQ Capital, LLC | 783 | $409.6K | 0.01% | −15−1.9% | Reduced |
| Boulder Wealth Advisors, LLC | 787 | $411.5K | 0.25% | +787 | New |
| Baxter Bros Inc | 788 | $412.2K | 0.05% | +17+2.2% | Added |
| Creative Capital Management Investments LLC | 790 | $413.2K | 0.21% | +87+12.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 788 | $413.5K | 0.02% | −608−43.6% | Reduced |
| Harbor Advisory Corp | 791 | $413.7K | 0.14% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 792 | $414.3K | 0.28% | −5,830−88.0% | Reduced |
| Blue Zone Wealth Advisors, LLC | 792 | $414.3K | 0.14% | +70+9.7% | Added |
| Emergent Wealth Advisors, LLC | 794 | $415.2K | 0.36% | −5−0.6% | Reduced |
| LWMG, LLC | 794 | $415.2K | 0.10% | −451−36.2% | Reduced |
| Econ Financial Services Corp | 794 | $415.3K | 0.26% | −1,822−69.6% | Reduced |
| Bollard Group LLC | 800 | $418.0K | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 800 | $418.0K | 0.01% | +800 | New |
| Compton Wealth Advisory Group, LLC | 800 | $418.5K | 0.11% | +800 | New |
| Robbins Farley LLC | 802 | $419.5K | 0.23% | +4+0.5% | Added |
| WestHill Financial Advisors, Inc. | 805 | $421.2K | 0.10% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 808 | $422.9K | 0.17% | +2+0.2% | Added |
| Pacific Global Investment Management CO | 811 | $424.2K | 0.08% | +56+7.4% | Added |
| Academy Capital Management Inc | 813 | $425.3K | 0.08% | −57−6.6% | Reduced |
| ARK & TLK Investments, LLC | 814 | $425.8K | 0.17% | 00.0% | Unchanged |
| LPWM LLC | 829 | $426.2K | 0.16% | +12+1.5% | Added |
| Topel & Distasi Wealth Management, LLC | 817 | $427.3K | 0.19% | −73−8.2% | Reduced |
| Drive Wealth Management, LLC | 814 | $427.3K | 0.12% | −915−52.9% | Reduced |
| Capstone Triton Financial Group, LLC | 817 | $427.3K | 0.30% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 818 | $427.9K | 0.29% | +3+0.4% | Added |
| Legacy Financial Group, Inc. | 818 | $427.9K | 0.17% | −11−1.3% | Reduced |
| Greenup Street Wealth Management LLC | 1,021 | $429.4K | 0.11% | −6,943−87.2% | Reduced |
| Tarbox Family Office, Inc. | 821 | $429.4K | 0.08% | +38+4.9% | Added |
| JGP Wealth Management, LLC | 821 | $429.6K | 0.06% | +91+12.5% | Added |
| Marble Harbor Investment Counsel, LLC | 822 | $429.6K | 0.05% | +1+0.1% | Added |
| RiverTree Advisors, LLC | 823 | $430.5K | 0.29% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 825 | $431.6K | 0.06% | −81−8.9% | Reduced |
| Riverview Capital Advisers, LLC | 825 | $431.8K | 0.15% | +65+8.6% | Added |
| Darwin Advisors, LLC | 826 | $431.9K | 0.12% | −208−20.1% | Reduced |
| Walker Asset Management, LLC | 826 | $432.1K | 0.29% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 828 | $433.1K | 0.35% | +20+2.5% | Added |
| Alliance Wealth Management Group | 830 | $434.1K | 0.13% | +830 | New |
| Straight Path Wealth Management | 831 | $434.7K | 0.24% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 831 | $434.7K | 0.11% | +1+0.1% | Added |
| Premier Path Wealth Partners, LLC | 832 | $435.3K | 0.08% | −5−0.6% | Reduced |
| Planned Solutions, Inc. | 833 | $435.6K | 0.21% | 00.0% | Unchanged |