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 |
|---|---|---|---|---|---|
| Indie Asset Partners, LLC | 1,374 | $718.7K | 0.64% | +61+4.6% | Added |
| Laffer Tengler Investments | 1,375 | $719.2K | 0.19% | −137−9.1% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,376 | $719.7K | 0.09% | −21−1.5% | Reduced |
| Stonegate Investment Group, LLC | 1,379 | $721.5K | 0.02% | +267+24.0% | Added |
| Quaker Wealth Management, LLC | 1,385 | $724.5K | 0.29% | +152+12.3% | Added |
| Integrated Investment Consultants, LLC | 1,394 | $729.0K | 0.20% | +24+1.8% | Added |
| Everhart Financial Group, Inc. | 1,401 | $732.7K | 0.21% | +5+0.4% | Added |
| Opes Wealth Management LLC | 1,403 | $733.9K | 0.17% | +122+9.5% | Added |
| First National Bank | 1,404 | $734.4K | 0.56% | −204−12.7% | Reduced |
| Criterion Capital Advisors, LLC | 1,405 | $735.1K | 0.49% | −38−2.6% | Reduced |
| Platte River Wealth Advisors, LLC | 1,406 | $735.4K | 0.21% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 1,406 | $735.4K | 0.36% | 00.0% | Unchanged |
| Envoi LLC | 1,406 | $735.4K | 1.74% | 00.0% | Unchanged |
| SPX Equities Gestao de Recursos Ltda | 1,407 | $736.0K | 0.06% | −2,955−67.7% | Reduced |
| First Financial Corp | 1,412 | $738.6K | 0.37% | −3−0.2% | Reduced |
| Strategic Investment Advisors | 1,417 | $741.0K | 0.10% | −274−16.2% | Reduced |
| Beech Hill Advisors, Inc. | 1,420 | $742.8K | 0.31% | +1,420 | New |
| Pacific Wealth Strategies Group, Inc. | 1,423 | $744.4K | 0.62% | −63−4.2% | Reduced |
| Lafayette Investments, Inc. | 1,425 | $745.4K | 0.17% | −20−1.4% | Reduced |
| Nichols & Pratt Advisers LLP | 1,427 | $746.4K | 0.05% | −400−21.9% | Reduced |
| Veriti Management LLC | 1,429 | $747.7K | 0.06% | +236+19.8% | Added |
| Newton One Investments LLC | 1,430 | $747.8K | 0.33% | −10−0.7% | Reduced |
| Stony Point Wealth Management Inc. | 1,431 | $748.7K | 0.33% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,432 | $749.0K | 0.05% | +1,432 | New |
| Horizon Investments, LLC | 1,434 | $750.1K | 0.02% | −649−31.2% | Reduced |
| WealthCollab, LLC | 1,434 | $750.1K | 0.55% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,434 | $750.3K | 0.43% | +675+88.9% | Added |
| Wade Financial Advisory, Inc | 1,441 | $753.7K | 0.27% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 1,444 | $755.6K | 0.45% | +407+39.2% | Added |
| Beck Capital Management, LLC | 1,445 | $755.8K | 0.22% | −400−21.7% | Reduced |
| Ted Buchan & Co | 1,448 | $757.8K | 0.47% | +933+181.2% | Added |
| Wolff Wiese Magana LLC | 1,449 | $757.9K | 0.65% | +53+3.8% | Added |
| Braun-Bostich & Associates Inc. | 1,449 | $757.9K | 0.63% | +176+13.8% | Added |
| Crossmark Global Holdings, Inc. | 1,453 | $760.0K | 0.01% | −6,456−81.6% | Reduced |
| Gunn & Co Investment Management, Inc. | 1,453 | $760.0K | 0.57% | −4,160−74.1% | Reduced |
| Arcadia Wealth Management, LLC | 1,447 | $762.0K | 0.47% | +22+1.5% | Added |
| Vectors Research Management, LLC | 1,461 | $764.0K | 0.22% | −286−16.4% | Reduced |
| Prepared Retirement Institute LLC | 1,465 | $766.1K | 0.57% | +28+1.9% | Added |
| Tiemann Investment Advisors, LLC | 1,467 | $767.3K | 0.34% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 1,469 | $768.4K | 0.45% | 00.0% | Unchanged |
| Aufman Associates Inc | 1,470 | $768.9K | 0.54% | −40−2.6% | Reduced |
| Ethic Inc. | 1,473 | $770.5K | 0.02% | 00.0% | Unchanged |
| Capital Counsel LLC | 1,474 | $771.0K | 0.04% | −510−25.7% | Reduced |
| Cladis Investment Advisory, LLC | 1,474 | $771.0K | 0.57% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 1,477 | $772.6K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,478 | $773.0K | 0.17% | +1,478 | New |
| Encompass Wealth Advisors, LLC | 1,484 | $776.2K | 0.21% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,484 | $776.4K | 0.32% | +96+6.9% | Added |
| Schear Investment Advisers, LLC | 1,487 | $777.7K | 0.62% | +137+10.1% | Added |
| Greystone Financial Group, LLC | 1,488 | $778.3K | 0.16% | +4+0.3% | Added |
| Centiva Capital, LP | 1,488 | $778.3K | 0.04% | +1,488 | New |
| Finer Wealth Management, Inc. | 1,491 | $779.9K | 0.51% | +11+0.7% | Added |
| Foster Group, Inc. | 1,493 | $781.2K | 0.04% | −1,207−44.7% | Reduced |
| Pennsylvania Capital Management Inc | 1,498 | $783.6K | 0.32% | +4+0.3% | Added |
| PAX Financial Group, LLC | 1,501 | $785.1K | 0.16% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 1,501 | $785.1K | 0.08% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 1,501 | $785.2K | 0.59% | +119+8.6% | Added |
| RW Investment Management LLC | 1,502 | $785.7K | 0.11% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 1,505 | $787.2K | 0.79% | +1,505 | New |
| Investment Partners Asset Management, Inc. | 1,508 | $788.8K | 0.71% | −150−9.0% | Reduced |
| Plan Group Financial, LLC | 1,508 | $788.8K | 0.52% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,509 | $789.3K | 0.46% | +50+3.4% | Added |
| Planning Center, Inc. | 1,510 | $789.8K | 0.17% | +5+0.3% | Added |
| Cim, LLC | 1,516 | $793.0K | 0.12% | −7−0.5% | Reduced |
| HF Advisory Group, LLC | 1,517 | $793.2K | 0.44% | +17+1.1% | Added |
| Quotient Wealth Partners, LLC | 1,517 | $793.7K | 0.03% | +501+49.3% | Added |
| Northstar Asset Management Inc | 1,522 | $796.1K | 0.14% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 1,524 | $797.2K | 0.69% | +3+0.2% | Added |
| Centric Wealth Management | 1,589 | $797.7K | 0.25% | +841+112.4% | Added |
| Allen Capital Group, LLC | 1,526 | $798.2K | 0.12% | −2,288−60.0% | Reduced |
| Tran Capital Management, L.P. | 1,535 | $802.9K | 0.09% | −2,894−65.3% | Reduced |
| CVA Family Office, LLC | 1,537 | $803.8K | 0.14% | +1+0.1% | Added |
| Family Capital Trust Co | 1,538 | $804.5K | 0.28% | −7−0.5% | Reduced |
| Liberty Wealth Management LLC | 1,540 | $805.0K | 0.16% | +151+10.9% | Added |
| Gables Capital Management Inc. | 1,543 | $807.1K | 0.44% | +39+2.6% | Added |
| Valley Financial Group, Inc. | 1,545 | $808.3K | 0.62% | −52−3.3% | Reduced |
| GoalVest Advisory LLC | 1,547 | $809.4K | 0.27% | −64−4.0% | Reduced |
| Bellevue Asset Management, LLC | 1,549 | $810.1K | 0.46% | +100+6.9% | Added |
| BKM Wealth Management, LLC | 1,549 | $810.5K | 0.35% | −961−38.3% | Reduced |
| Stack Financial Management, Inc | 1,553 | $812.3K | 0.07% | −92−5.6% | Reduced |
| Birchcreek Wealth Management, LLC | 1,555 | $813.5K | 0.43% | −165−9.6% | Reduced |
| Key Financial Inc | 1,556 | $813.8K | 0.21% | −10−0.6% | Reduced |
| Opinicus Capital, Inc. | 1,556 | $814.0K | 0.72% | −37−2.3% | Reduced |
| Planning Capital Management Corp | 1,557 | $814.5K | 0.59% | −73−4.5% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,554 | $815.3K | 0.51% | 00.0% | Unchanged |
| Bank of Stockton | 1,560 | $816.0K | 0.25% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 1,561 | $816.5K | 0.20% | −2−0.1% | Reduced |
| RIA Advisory Group LLC | 1,562 | $817.0K | 0.33% | +1,562 | New |
| Horan Securities, Inc. | 1,563 | $817.8K | 0.39% | −45−2.8% | Reduced |
| Alternative Investment Advisors, LLC. | 1,569 | $819.2K | 0.49% | +17+1.1% | Added |
| PFG Private Wealth Management, LLC | 1,567 | $819.7K | 0.52% | −43−2.7% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,572 | $822.3K | 0.08% | +7+0.4% | Added |
| Isthmus Partners, LLC | 1,574 | $823.3K | 0.09% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 1,575 | $823.8K | 0.30% | +400+34.0% | Added |
| LifeGuide Financial Advisors, LLC | 1,577 | $824.9K | 0.42% | 00.0% | Unchanged |
| Beacon Financial Group | 1,578 | $825.6K | 0.09% | −631−28.6% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,580 | $826.5K | 1.59% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 1,582 | $827.4K | 0.18% | +41+2.7% | Added |
| Lakeridge Wealth Management LLC | 1,582 | $827.7K | 0.54% | +7+0.4% | Added |
| LS Investment Advisors, LLC | 1,585 | $829.1K | 0.13% | +105+7.1% | Added |