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 |
|---|---|---|---|---|---|
| Paragon Advisors, LLC | 1,021 | $534.2K | 0.22% | −1,035−50.3% | Reduced |
| Lakewood Asset Management LLC | 1,022 | $534.8K | 0.36% | +3+0.3% | Added |
| RPg Family Wealth Advisory, LLC | 1,020 | $535.1K | 0.17% | +254+33.2% | Added |
| TD Capital Management LLC | 1,024 | $535.8K | 0.06% | +4+0.4% | Added |
| Wolff Financial Management LLC | 1,025 | $536.0K | 0.16% | −445−30.3% | Reduced |
| Eastover Investment Advisors LLC | 1,025 | $536.1K | 0.26% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,026 | $536.7K | 0.40% | −5,809−85.0% | Reduced |
| Steinberg Asset Management LLC | 1,028 | $537.7K | 0.46% | 00.0% | Unchanged |
| Mendel Money Management | 1,028 | $537.7K | 0.25% | +231+29.0% | Added |
| Carr Financial Group Corp | 1,030 | $538.7K | 0.18% | +264+34.5% | Added |
| Diversified, LLC | 1,030 | $538.9K | 0.07% | −254−19.8% | Reduced |
| Eagle Ridge Investment Management | 1,031 | $539.3K | 0.05% | +1,031 | New |
| SPC Financial, Inc. | 1,032 | $539.8K | 0.05% | −225−17.9% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 1,034 | $540.9K | 0.20% | −2,580−71.4% | Reduced |
| Barton Investment Management | 1,034 | $540.9K | 0.07% | −117−10.2% | Reduced |
| Sara-Bay Financial | 1,036 | $540.9K | 0.24% | +7+0.7% | Added |
| SWMG, LLC | 1,034 | $541.0K | 0.24% | −94−8.3% | Reduced |
| Access Financial Services, Inc. | 1,189 | $541.4K | 0.24% | +1,189 | New |
| Elmwood Wealth Management, Inc. | 1,035 | $541.4K | 0.23% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 1,036 | $542.1K | 0.27% | −70−6.3% | Reduced |
| Quarry Hill Advisors, LLC | 1,038 | $542.9K | 0.40% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,042 | $544.1K | 0.37% | +1,042 | New |
| NavPoint Financial, Inc. | 1,042 | $544.9K | 0.47% | +4+0.4% | Added |
| Orleans Capital Management Corp | 1,044 | $546.1K | 0.36% | 00.0% | Unchanged |
| Security National Bank | 1,044 | $546.1K | 0.08% | 00.0% | Unchanged |
| Rogco, LP | 1,046 | $547.1K | 0.22% | −288−21.6% | Reduced |
| Elite Life Management LLC | 1,048 | $548.4K | 2.68% | +7+0.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,049 | $548.7K | 0.04% | −47−4.3% | Reduced |
| Smith Shellnut Wilson LLC | 1,050 | $549.2K | 0.29% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 1,050 | $549.2K | 0.37% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 1,051 | $549.6K | 0.16% | −380−26.6% | Reduced |
| MN Wealth Advisors, LLC | 1,050 | $549.6K | 0.34% | −313−23.0% | Reduced |
| Clark Estates Inc | 1,054 | $551.3K | 0.09% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,057 | $552.9K | 0.45% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,058 | $553.4K | 0.29% | 00.0% | Unchanged |
| Columbus Macro, LLC | 1,059 | $553.9K | 0.21% | 00.0% | Unchanged |
| Gimbal Financial | 1,061 | $554.8K | 0.45% | −60−5.4% | Reduced |
| Heritage Wealth Management, Inc. | 1,069 | $559.2K | 0.56% | +6+0.6% | Added |
| Cornerstone Management, Inc. | 1,071 | $560.2K | 0.12% | +131+13.9% | Added |
| AAFCPAs Wealth Management, LLC | 1,072 | $560.9K | 0.32% | −20−1.8% | Reduced |
| PFW Advisors LLC | 1,074 | $561.8K | 0.17% | −19−1.7% | Reduced |
| SFM, LLC | 1,074 | $561.8K | 0.43% | 00.0% | Unchanged |
| Compass Financial Group, Inc. | 1,076 | $562.8K | 0.30% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,078 | $564.1K | 0.11% | +1+0.1% | Added |
| Eudaimonia Advisors LLC | 1,085 | $567.5K | 0.30% | −95−8.1% | Reduced |
| LVZ Advisors, Inc. | 1,085 | $567.5K | 0.08% | +43+4.1% | Added |
| Better Money Decisions, LLC | 1,086 | $568.1K | 0.45% | +433+66.3% | Added |
| Canvas Wealth Advisors, LLC | 1,136 | $568.7K | 0.19% | +70+6.6% | Added |
| Hazlett, Burt & Watson, Inc. | 1,091 | $570.0K | 0.34% | 00.0% | Unchanged |
| 25 LLC | 1,092 | $571.3K | 0.28% | +61+5.9% | Added |
| Chico Wealth RIA | 1,093 | $571.8K | 0.54% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 1,094 | $572.2K | 0.34% | −89−7.5% | Reduced |
| Wilkins Investment Counsel Inc | 1,096 | $573.3K | 0.08% | −200−15.4% | Reduced |
| Derbend Asset Management | 1,098 | $574.2K | 0.28% | +43+4.1% | Added |
| Certus Wealth Management, LLC | 1,124 | $574.7K | 0.46% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 1,100 | $575.4K | 0.49% | 00.0% | Unchanged |
| Petix & Botte Co | 1,102 | $576.4K | 0.14% | +382+53.1% | Added |
| North Point Portfolio Managers Corp | 1,102 | $576.4K | 0.10% | +321+41.1% | Added |
| Visionary Horizons, LLC | 1,129 | $576.8K | 0.45% | −121−9.7% | Reduced |
| America First Investment Advisors, LLC | 1,105 | $577.8K | 0.14% | +3+0.3% | Added |
| James J. Burns & Company, LLC | 1,117 | $579.0K | 0.20% | −18−1.6% | Reduced |
| Greenwood Capital Associates LLC | 1,108 | $579.6K | 0.08% | −46−4.0% | Reduced |
| Beta Wealth Group, Inc. | 1,109 | $580.0K | 0.28% | +268+31.9% | Added |
| Terra Nova Asset Management LLC | 1,113 | $582.3K | 0.46% | −187−14.4% | Reduced |
| American Money Management, LLC | 1,120 | $585.8K | 0.12% | +5+0.4% | Added |
| Magnolia Capital Advisors LLC | 1,183 | $585.9K | 0.49% | +23+2.0% | Added |
| Lederer & Associates Investment Counsel | 1,120 | $586.0K | 0.41% | 00.0% | Unchanged |
| Rezny Wealth Management, Inc. | 1,122 | $586.9K | 0.17% | 00.0% | Unchanged |
| Encompass More Asset Management | 1,123 | $587.4K | 0.49% | +115+11.4% | Added |
| Cullen Capital Management LLC | 1,126 | $589.0K | 0.01% | −1,499−57.1% | Reduced |
| Goepper Burkhardt LLC | 1,132 | $589.6K | 0.27% | −50−4.2% | Reduced |
| Retirement Solution Inc. | 1,130 | $591.0K | 0.16% | −31−2.7% | Reduced |
| FF Advisors,LLC | 1,130 | $591.1K | 0.41% | −13−1.1% | Reduced |
| Karpus Management, Inc. | 1,130 | $591.1K | 0.02% | −7−0.6% | Reduced |
| IVC Wealth Advisors LLC | 1,132 | $592.2K | 0.34% | +40+3.7% | Added |
| Ritter Daniher Financial Advisory LLC | 1,133 | $592.6K | 0.20% | −1−0.1% | Reduced |
| Trademark Financial Management, LLC | 1,135 | $593.9K | 0.49% | +42+3.8% | Added |
| Balentine LLC | 1,140 | $596.3K | 0.02% | −420−26.9% | Reduced |
| TCTC Holdings, LLC | 1,140 | $596.3K | 0.02% | +117+11.4% | Added |
| Silver Lake Advisory, LLC | 1,143 | $597.9K | 0.27% | +1,143 | New |
| Louisbourg Investments Inc. | 1,145 | $598.9K | 0.17% | −20−1.7% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,149 | $599.8K | 0.35% | −25−2.1% | Reduced |
| Stonebrook Private Inc. | 1,154 | $603.5K | 0.18% | +77+7.1% | Added |
| Financial Sense Advisors, Inc. | 1,154 | $603.6K | 0.21% | +574+99.0% | Added |
| Ballew Advisors, Inc | 1,176 | $604.6K | 0.42% | +1,176 | New |
| Highlander Capital Management, LLC | 1,156 | $604.7K | 0.21% | +141+13.9% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,157 | $605.2K | 0.00% | −17,760−93.9% | Reduced |
| Richard P Slaughter Associates Inc | 1,158 | $606.0K | 0.15% | −190−14.1% | Reduced |
| TriaGen Wealth Management LLC | 1,159 | $606.2K | 0.25% | −43−3.6% | Reduced |
| Hilltop Partners LLC | 1,159 | $606.4K | 0.22% | +24+2.1% | Added |
| Exeter Financial, LLC | 1,182 | $606.4K | 0.28% | −18−1.5% | Reduced |
| Avaii Wealth Management, LLC | 1,160 | $606.8K | 0.36% | +439+60.9% | Added |
| Ardent Capital Management, Inc. | 1,161 | $607.3K | 0.30% | 00.0% | Unchanged |
| Marotta Asset Management | 1,162 | $607.6K | 0.13% | +8+0.7% | Added |
| IMPACTfolio, LLC | 1,164 | $608.7K | 0.37% | +44+3.9% | Added |
| Sage Financial Management Group, Inc. | 1,166 | $610.0K | 0.29% | 00.0% | Unchanged |
| FC Advisory LLC | 1,167 | $610.3K | 0.22% | +212+22.2% | Added |
| Morling Financial Advisors, LLC | 1,171 | $612.3K | 0.35% | +462+65.2% | Added |
| Washington Trust Bank | 1,173 | $613.6K | 0.06% | +31+2.7% | Added |
| Tandem Investment Advisors, Inc. | 1,174 | $614.0K | 0.02% | −76−6.1% | Reduced |