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 |
|---|---|---|---|---|---|
| Abbot Financial Management, Inc. | 1,174 | $614.1K | 0.34% | +100+9.3% | Added |
| Buttonwood Financial Advisors Inc. | 1,176 | $615.2K | 0.29% | −4−0.3% | Reduced |
| Northcape Wealth Management, LLC | 1,180 | $617.2K | 0.22% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 1,180 | $617.4K | 0.22% | −1,274−51.9% | Reduced |
| Altrius Capital Management Inc | 1,181 | $618.0K | 0.16% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,188 | $621.4K | 0.04% | −33−2.7% | Reduced |
| Ewa, LLC | 1,194 | $621.9K | 0.28% | −140−10.5% | Reduced |
| Innealta Capital, LLC | 1,189 | $621.9K | 0.26% | +20+1.7% | Added |
| Traveka Wealth, LLC | 1,190 | $622.5K | 0.29% | +212+21.7% | Added |
| Paragon Private Wealth Management, LLC | 1,191 | $622.8K | 0.37% | +71+6.3% | Added |
| Portside Wealth Group, LLC | 1,192 | $623.5K | 0.12% | −145−10.8% | Reduced |
| Apeiron RIA LLC | 1,193 | $623.8K | 0.18% | −85−6.7% | Reduced |
| Hall Capital Management Co Inc | 1,193 | $624.0K | 0.31% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 1,194 | $624.5K | 0.13% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,195 | $625.3K | 0.32% | +76+6.8% | Added |
| Vise Technologies, Inc. | 1,196 | $625.5K | 0.12% | +270+29.2% | Added |
| Keb Asset Management, LLC | 1,197 | $626.1K | 0.21% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 1,194 | $626.3K | 0.39% | 00.0% | Unchanged |
| Eclectic Associates Inc | 1,198 | $626.5K | 0.29% | +455+61.2% | Added |
| Alaethes Wealth LLC | 1,196 | $627.5K | 0.27% | −714−37.4% | Reduced |
| Sassicaia Capital Advisers LLC | 1,200 | $627.7K | 2.66% | −1,400−53.8% | Reduced |
| Custom Portfolio Group LLC | 1,197 | $628.0K | 0.52% | +205+20.7% | Added |
| Narwhal Capital Management | 1,202 | $628.7K | 0.06% | −147−10.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,202 | $629.0K | 0.15% | +450+59.8% | Added |
| D'Orazio & Associates, Inc. | 1,204 | $629.9K | 0.10% | +12+1.0% | Added |
| Constitution Capital LLC | 1,205 | $630.3K | 0.36% | +67+5.9% | Added |
| Channel Wealth LLC | 1,206 | $630.8K | 0.25% | −391−24.5% | Reduced |
| Granite Harbor Advisors, Inc. | 1,207 | $631.3K | 0.43% | 00.0% | Unchanged |
| 3EDGE Asset Management, LP | 1,213 | $634.5K | 0.05% | −54−4.3% | Reduced |
| Sage Investment Advisers LLC | 1,214 | $635.3K | 0.73% | 00.0% | Unchanged |
| Umpqua Bank | 1,225 | $640.8K | 0.26% | +1,225 | New |
| Retirement Planning Group | 1,227 | $641.6K | 0.05% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,227 | $641.7K | 0.11% | +23+1.9% | Added |
| Dentgroup LLC | 1,228 | $642.3K | 0.53% | +5+0.4% | Added |
| Stewardship Advisors, LLC | 1,228 | $642.3K | 0.22% | −618−33.5% | Reduced |
| Zuckerman Investment Group, LLC | 1,229 | $642.9K | 0.07% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,230 | $643.4K | 0.15% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 1,231 | $643.9K | 0.18% | +256+26.3% | Added |
| Shaker Financial Services, LLC | 1,222 | $644.3K | 0.25% | +1,222 | New |
| Center For Asset Management LLC | 1,232 | $644.4K | 0.53% | +232+23.2% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,234 | $645.7K | 0.16% | −6−0.5% | Reduced |
| Barlow Wealth Partners, Inc. | 1,266 | $646.5K | 0.09% | +2+0.2% | Added |
| a16z Perennial Management, L.P. | 1,239 | $648.1K | 0.06% | 00.0% | Unchanged |
| jvl associates llc | 1,241 | $649.1K | 0.27% | 00.0% | Unchanged |
| Sequent Planning LLC | 1,241 | $649.3K | 0.23% | +1,241 | New |
| Financial Management Network Inc | 1,266 | $649.4K | 0.16% | −7−0.5% | Reduced |
| Hourglass Capital, LLC | 1,245 | $651.1K | 0.20% | +4+0.3% | Added |
| Investment House LLC | 1,246 | $651.7K | 0.04% | −1,377−52.5% | Reduced |
| Harbor Group, Inc. | 1,249 | $653.4K | 0.17% | +2+0.2% | Added |
| RAM Investment Partners, LLC | 1,252 | $654.7K | 0.21% | +265+26.8% | Added |
| Scientech Research LLC | 1,253 | $655.4K | 0.35% | −577−31.5% | Reduced |
| Canton Hathaway, LLC | 1,260 | $659.0K | 0.18% | −130−9.4% | Reduced |
| Interactive Financial Advisors | 1,260 | $659.6K | 0.36% | −6,532−83.8% | Reduced |
| Ruggaard & Associates LLC | 1,265 | $661.7K | 0.31% | −18−1.4% | Reduced |
| Addison Advisors LLC | 1,266 | $662.2K | 0.23% | −30−2.3% | Reduced |
| American Trust Investment Advisors, LLC | 1,267 | $662.7K | 0.32% | −229−15.3% | Reduced |
| Cheviot Value Management, LLC | 1,270 | $664.5K | 0.15% | +43+3.5% | Added |
| Monarch Capital Management Inc | 1,267 | $664.8K | 0.19% | 00.0% | Unchanged |
| StoneCrest Wealth Management, Inc. | 1,272 | $665.3K | 0.58% | −13−1.0% | Reduced |
| Total Wealth Planning, LLC | 1,276 | $667.6K | 0.11% | +188+17.3% | Added |
| Willow Creek Wealth Management Inc. | 1,278 | $668.9K | 0.08% | +129+11.2% | Added |
| Gradient Capital Advisors, LLC | 1,280 | $669.4K | 0.25% | +24+1.9% | Added |
| C M Bidwell & Associates Ltd | 1,285 | $672.1K | 0.46% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,234 | $673.0K | 0.42% | −22−1.8% | Reduced |
| 4J Wealth Management LLC | 1,287 | $673.2K | 0.58% | +33+2.6% | Added |
| Carlson Capital Management | 1,289 | $674.3K | 0.03% | −5,014−79.5% | Reduced |
| FSA Wealth Management LLC | 1,291 | $675.0K | 0.29% | +4+0.3% | Added |
| Financial Futures Ltd Liability Co. | 1,297 | $678.3K | 0.45% | −21−1.6% | Reduced |
| Great Oak Capital Partners, LLC | 1,298 | $678.7K | 0.30% | +2+0.2% | Added |
| Cascade Investment Group, Inc. | 1,301 | $680.5K | 0.51% | −15−1.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,302 | $681.0K | 0.16% | +40+3.2% | Added |
| Investment Partners, Ltd. | 1,302 | $681.1K | 0.31% | +2+0.2% | Added |
| Butensky & Cohen Financial Security, Inc | 1,304 | $682.1K | 0.21% | −38−2.8% | Reduced |
| Bernardo Wealth Planning LLC | 1,305 | $682.4K | 0.19% | +197+17.8% | Added |
| Heritage Wealth Partners, LLC | 1,438 | $683.7K | 1.40% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 1,310 | $685.0K | 0.17% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,310 | $685.2K | 0.26% | −508−27.9% | Reduced |
| Beacon Wealthcare LLC | 1,319 | $689.8K | 0.31% | +89+7.2% | Added |
| Bryant Woods Investment Advisors, LLC | 1,319 | $690.2K | 0.41% | +17+1.3% | Added |
| Elevated Capital Advisors, LLC | 1,320 | $690.5K | 0.20% | +487+58.5% | Added |
| Wells Trecaso Financial Group, LLC | 1,322 | $691.5K | 0.24% | −100−7.0% | Reduced |
| HT Partners LLC | 1,323 | $692.0K | 0.25% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 1,268 | $692.8K | 0.37% | +1,268 | New |
| Mattern Wealth Management LLC | 1,334 | $697.8K | 0.17% | −62−4.4% | Reduced |
| Thrive Capital Management, LLC | 1,334 | $697.9K | 0.37% | +2+0.2% | Added |
| Financial Alternatives, Inc | 1,341 | $701.2K | 0.54% | 00.0% | Unchanged |
| TFG Advisers LLC | 1,343 | $702.4K | 0.27% | −95−6.6% | Reduced |
| AJ Advisors, LLC | 1,346 | $703.8K | 0.39% | +169+14.4% | Added |
| Fort Sheridan Advisors LLC | 1,348 | $705.1K | 0.13% | +1,348 | New |
| Rain Capital Management, LLC | 1,349 | $705.7K | 0.47% | +1+0.1% | Added |
| Wiser Wealth Management, Inc | 1,350 | $706.0K | 0.23% | 00.0% | Unchanged |
| Vicus Capital | 7,794 | $707.0K | 0.06% | −974−11.1% | Reduced |
| Thomasville National Bank | 1,355 | $708.8K | 0.06% | −152−10.1% | Reduced |
| BCGM Wealth Management, LLC | 1,358 | $710.3K | 0.25% | +346+34.2% | Added |
| Mma Asset Management LLC | 1,373 | $713.6K | 0.34% | −44−3.1% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,365 | $714.3K | 0.20% | +24+1.8% | Added |
| Hurlow Wealth Management Group, Inc. | 1,368 | $715.7K | 0.25% | +10+0.7% | Added |
| WealthTrust Axiom LLC | 1,369 | $716.2K | 0.23% | −350−20.4% | Reduced |
| Sendero Wealth Management, LLC | 1,371 | $717.1K | 0.12% | −587−30.0% | Reduced |
| Napa Wealth Management | 1,372 | $717.6K | 0.38% | −97−6.6% | Reduced |