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 |
|---|---|---|---|---|---|
| Pacific Sage Partners, LLC | 833 | $435.7K | 0.11% | +171+25.8% | Added |
| Painted Porch Advisors LLC | 834 | $436.1K | 0.27% | +278+50.0% | Added |
| RPG Investment Advisory, LLC | 834 | $436.2K | 0.07% | −41−4.7% | Reduced |
| Rowland & Co Investment Counsel | 837 | $437.9K | 0.09% | −19−2.2% | Reduced |
| Napatree Capital LLC | 873 | $438.2K | 0.42% | −10−1.1% | Reduced |
| RF&L Wealth Management, LLC | 842 | $440.4K | 0.34% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 841 | $441.2K | 0.07% | +142+20.3% | Added |
| Balanced Wealth Group LLC | 851 | $442.5K | 0.20% | +6+0.7% | Added |
| KBC Group NV | 848 | $444.0K | 0.00% | −1,340−61.2% | Reduced |
| Silverlake Wealth Management LLC | 850 | $444.5K | 0.23% | −12−1.4% | Reduced |
| Wealth Management Associates, Inc. | 817 | $444.7K | 0.21% | −125−13.3% | Reduced |
| Cambridge Financial Group, Inc. | 855 | $447.2K | 0.20% | −4,295−83.4% | Reduced |
| Fishman Jay A Ltd | 855 | $447.2K | 0.05% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 856 | $447.7K | 0.14% | 00.0% | Unchanged |
| Hemington Wealth Management | 855 | $448.0K | 0.16% | −2,089−71.0% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 860 | $449.8K | 0.25% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 867 | $453.7K | 0.22% | −12−1.4% | Reduced |
| Capital Wealth Alliance, LLC | 868 | $453.8K | 0.27% | +868 | New |
| Kellett Schaffner Wealth Advisors LLC | 869 | $454.3K | 0.31% | +85+10.8% | Added |
| KWMG, LLC | 871 | $455.6K | 0.05% | −97−10.0% | Reduced |
| Essex Private Wealth Management, LLC | 878 | $459.2K | 1.30% | 00.0% | Unchanged |
| Advocate Group LLC | 879 | $459.7K | 0.09% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 882 | $461.3K | 0.26% | +2+0.2% | Added |
| Shufro Rose & Co LLC | 884 | $462.6K | 0.04% | +2+0.2% | Added |
| JBR Co Financial Management Inc | 887 | $464.0K | 0.37% | +339+61.9% | Added |
| Triune Financial Partners, LLC | 888 | $464.3K | 0.16% | +70+8.6% | Added |
| Dopkins Wealth Management, LLC | 889 | $465.0K | 0.28% | +97+12.2% | Added |
| Mezzasalma Advisors, LLC | 889 | $465.2K | 0.22% | +91+11.4% | Added |
| Solutions 4 Wealth, Ltd | 890 | $465.6K | 1.31% | −110−11.0% | Reduced |
| Zullo Investment Group, Inc. | 891 | $466.1K | 0.22% | −3−0.3% | Reduced |
| Bluestem Financial Advisors, LLC | 895 | $468.1K | 0.24% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 900 | $471.0K | 0.09% | +11+1.2% | Added |
| Partnership Wealth Management, LLC | 902 | $471.8K | 0.33% | +79+9.6% | Added |
| Forum Private Client Group LLC | 904 | $472.8K | 0.23% | −6−0.7% | Reduced |
| Stonehearth Capital Management, LLC | 905 | $473.4K | 0.21% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 907 | $474.2K | 0.07% | +15+1.7% | Added |
| Trust Co | 907 | $474.4K | 0.06% | 00.0% | Unchanged |
| Truvestments Capital LLC | 907 | $474.6K | 0.18% | −99−9.8% | Reduced |
| Hudock, Inc. | 910 | $476.2K | 0.10% | +16+1.8% | Added |
| JB Capital LLC | 911 | $476.5K | 0.03% | +426+87.8% | Added |
| Azimuth Capital Investment Management LLC | 911 | $476.5K | 0.02% | −100−9.9% | Reduced |
| Bridges Investment Management Inc | 911 | $476.5K | 0.01% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 913 | $477.6K | 0.21% | −10−1.1% | Reduced |
| Waterford Advisors, LLC | 914 | $478.1K | 0.20% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 915 | $478.6K | 0.00% | −68,779−98.7% | Reduced |
| Coerente Capital Management | 915 | $478.6K | 0.09% | −120−11.6% | Reduced |
| Southland Equity Partners LLC | 915 | $478.6K | 0.13% | +163+21.7% | Added |
| Syntal Capital Partners, LLC | 917 | $479.7K | 4.79% | −780−46.0% | Reduced |
| MWA Asset Management | 917 | $479.9K | 0.35% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 919 | $480.7K | 0.03% | −7,410−89.0% | Reduced |
| CapWealth Advisors, LLC | 919 | $480.7K | 0.05% | −21−2.2% | Reduced |
| Xcel Wealth Management, LLC | 919 | $480.7K | 0.15% | +269+41.4% | Added |
| Prosperity Wealth Management, Inc. | 929 | $485.9K | 0.23% | −1,084−53.8% | Reduced |
| Opus Capital Group, LLC | 929 | $486.0K | 0.07% | −23−2.4% | Reduced |
| Fulcrum Capital LLC | 930 | $486.5K | 0.12% | 00.0% | Unchanged |
| Landaas & Co | 933 | $488.0K | 0.16% | 00.0% | Unchanged |
| Avid Wealth Partners LLC | 937 | $490.1K | 0.39% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 938 | $490.4K | 0.25% | −277−22.8% | Reduced |
| Bellwether Advisors, LLC | 938 | $490.5K | 0.11% | +43+4.8% | Added |
| OneAscent Wealth Management LLC | 938 | $491.0K | 0.19% | −255−21.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 939 | $491.2K | 0.46% | 00.0% | Unchanged |
| Keystone Financial Services | 940 | $491.5K | 0.21% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 939 | $492.4K | 0.11% | +1+0.1% | Added |
| Grant Street Asset Management, Inc. | 943 | $493.1K | 0.16% | 00.0% | Unchanged |
| Legacy Advisory Services, LLC | 946 | $494.6K | 0.47% | +23+2.5% | Added |
| AMJ Financial Wealth Management | 946 | $494.8K | 0.17% | +2+0.2% | Added |
| M. Kulyk & Associates, LLC | 950 | $496.9K | 0.12% | +10+1.1% | Added |
| RS Crum Inc. | 952 | $497.8K | 0.14% | +1+0.1% | Added |
| 180 Wealth Advisors, LLC | 952 | $498.0K | 0.09% | −25−2.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 952 | $498.0K | 0.16% | 00.0% | Unchanged |
| Morton Community Bank | 954 | $499.0K | 0.14% | 00.0% | Unchanged |
| Family Firm, Inc. | 960 | $502.4K | 0.12% | +1+0.1% | Added |
| Gen-Wealth Partners Inc | 961 | $502.7K | 0.25% | +961 | New |
| Mason & Associates Inc | 962 | $503.2K | 0.13% | +27+2.9% | Added |
| Gerber, LLC | 962 | $503.2K | 0.42% | +176+22.4% | Added |
| Alpha Financial Advisors, LLC | 963 | $503.6K | 0.24% | +9+0.9% | Added |
| Check Capital Management Inc | 965 | $504.8K | 0.04% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 966 | $505.0K | 0.01% | −53,951−98.2% | Reduced |
| Roanoke Asset Management Corp | 965 | $505.0K | 0.17% | +174+22.0% | Added |
| Stegner Investment Associates Inc. | 969 | $506.9K | 0.37% | +2+0.2% | Added |
| Slagle Financial, LLC | 970 | $507.2K | 0.28% | −746−43.5% | Reduced |
| Insight Wealth Partners, LLC | 975 | $510.0K | 0.33% | −164−14.4% | Reduced |
| Lincoln Capital LLC | 977 | $511.2K | 0.11% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 978 | $511.8K | 0.03% | +160+19.6% | Added |
| Vantage Financial Partners, LLC | 980 | $512.4K | 0.14% | −94−8.8% | Reduced |
| Investors Research Corp | 980 | $512.6K | 0.12% | 00.0% | Unchanged |
| Great Waters Wealth Management | 980 | $512.8K | 0.08% | +159+19.4% | Added |
| Seneca Financial Advisors LLC | 984 | $514.8K | 0.27% | 00.0% | Unchanged |
| Arden Trust Co | 993 | $519.4K | 0.07% | 00.0% | Unchanged |
| Mittelman Wealth Management | 997 | $521.5K | 0.35% | +997 | New |
| Rhumbline Advisers | 998 | $522.0K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 999 | $522.5K | 0.19% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,000 | $523.0K | 0.05% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 1,000 | $523.1K | 0.01% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 1,002 | $524.2K | 0.08% | +29+3.0% | Added |
| Ballast, Inc. | 1,005 | $525.7K | 0.17% | +15+1.5% | Added |
| Hunting Hill Global Capital, LLC | 1,005 | $525.7K | 0.31% | +1,005 | New |
| Athena Investment Management | 1,006 | $526.1K | 0.32% | 00.0% | Unchanged |
| Biondo Investment Advisors, LLC | 1,013 | $529.9K | 0.08% | +590+139.5% | Added |
| Prospect Financial Services LLC | 1,018 | $532.6K | 0.44% | +1+0.1% | Added |