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 |
|---|---|---|---|---|---|
| Second Line Capital, LLC | 30,395 | $15.9M | 5.17% | −13,049−30.0% | Reduced |
| PFG Advisors | 30,455 | $15.9M | 1.16% | +1,691+5.9% | Added |
| SimpliFi, Inc. | 30,385 | $15.9M | 7.27% | +10,047+49.4% | Added |
| Strategic Blueprint, LLC | 30,358 | $15.9M | 1.13% | −70.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 30,284 | $15.8M | 0.18% | +3,647+13.7% | Added |
| Trifecta Capital Advisors, LLC | 30,239 | $15.8M | 3.85% | −69−0.2% | Reduced |
| Flagship Private Wealth, LLC | 30,101 | $15.7M | 10.16% | −4,141−12.1% | Reduced |
| Schroder Investment Management Group | 30,060 | $15.7M | 0.02% | −3,481−10.4% | Reduced |
| Lockheed Martin Investment Management Co | 30,000 | $15.7M | 1.14% | −15,000−33.3% | Reduced |
| Dakota Wealth Management | 29,935 | $15.7M | 0.39% | +10,782+56.3% | Added |
| Legal & General Group Plc | 29,900 | $15.7M | 0.00% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 29,806 | $15.6M | 0.16% | −3,112−9.5% | Reduced |
| Koshinski Asset Management, Inc. | 29,800 | $15.6M | 1.60% | +15,564+109.3% | Added |
| L & S Advisors Inc | 29,783 | $15.6M | 1.76% | +40+0.1% | Added |
| Invictus Private Wealth, LLC | 29,627 | $15.5M | 1.38% | −270−0.9% | Reduced |
| Stelac Advisory Services LLC | 29,552 | $15.5M | 7.28% | +860+3.0% | Added |
| Tyche Wealth Partners LLC | 29,599 | $15.5M | 3.79% | +1,196+4.2% | Added |
| Financial Partners Group, Inc | 29,596 | $15.5M | 2.47% | +1,818+6.5% | Added |
| CenterStar Asset Management, LLC | 29,517 | $15.5M | 31.97% | −110,586−78.9% | Reduced |
| Arete Wealth Advisors, LLC | 29,905 | $15.4M | 1.43% | −6,046−16.8% | Reduced |
| YHB Investment Advisors, Inc. | 29,500 | $15.4M | 1.37% | −419−1.4% | Reduced |
| Cornerstone Wealth Management, LLC | 29,378 | $15.4M | 1.24% | +1,663+6.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 30,049 | $15.4M | 7.07% | −1,842−5.8% | Reduced |
| Belmont Capital, LLC | 29,281 | $15.3M | 4.18% | +2,571+9.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 29,200 | $15.3M | 0.30% | −2,120−6.8% | Reduced |
| Warwick Investment Management, Inc. | 29,191 | $15.3M | 3.66% | +70.0% | Added |
| Gateway Wealth Partners, LLC | 29,176 | $15.3M | 5.48% | −2,511−7.9% | Reduced |
| Rothschild Capital Partners, LLC | 29,112 | $15.2M | 4.42% | −255−0.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 29,088 | $15.2M | 1.61% | +1,067+3.8% | Added |
| Kesler, Norman & Wride, LLC | 29,078 | $15.2M | 3.23% | +172+0.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 29,061 | $15.2M | 1.67% | −489−1.7% | Reduced |
| Central Trust Co | 29,020 | $15.2M | 0.38% | −495−1.7% | Reduced |
| Spinnaker Trust | 29,000 | $15.2M | 0.98% | +80.0% | Added |
| Hudson Valley Investment Advisors Inc | 28,936 | $15.1M | 1.81% | −1,689−5.5% | Reduced |
| Accuvest Global Advisors | 28,868 | $15.1M | 6.60% | +28,868 | New |
| CAPROCK Group, Inc. | 28,706 | $15.1M | 0.86% | +4,612+19.1% | Added |
| Legacy Trust | 28,772 | $15.0M | 3.75% | +160+0.6% | Added |
| Lodestar Private Asset Management LLC | 28,733 | $15.0M | 2.14% | −104−0.4% | Reduced |
| Fortis Group Advisors, LLC | 28,718 | $15.0M | 2.77% | +18,379+177.8% | Added |
| NBC Securities, Inc. | 28,603 | $15.0M | 1.40% | +1,046+3.8% | Added |
| Cowen and Company, LLC | 28,554 | $14.9M | 0.58% | +28,554 | New |
| Americana Partners, LLC | 28,492 | $14.9M | 1.25% | +438+1.6% | Added |
| Atlas Financial Advisors, Inc. | 28,479 | $14.9M | 23.13% | −1,221−4.1% | Reduced |
| Tocqueville Asset Management L.P. | 28,462 | $14.9M | 0.24% | +291+1.0% | Added |
| Prudential PLC | 28,397 | $14.9M | 0.12% | −7,320−20.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 28,373 | $14.8M | 0.64% | −11,051−28.0% | Reduced |
| Panagora Asset Management Inc | 28,336 | $14.8M | 0.08% | +28,336 | New |
| Catalytic Wealth RIA, LLC | 28,242 | $14.8M | 2.96% | +11,780+71.6% | Added |
| Berger Financial Group, Inc | 28,237 | $14.8M | 1.22% | +18,222+181.9% | Added |
| FSC Wealth Advisors, LLC | 28,236 | $14.8M | 10.39% | −298−1.0% | Reduced |
| Royal Capital Wealth Management, LLC | 28,206 | $14.8M | 11.59% | +751+2.7% | Added |
| American Investment Services, Inc. | 28,203 | $14.8M | 2.61% | −46−0.2% | Reduced |
| Confluence Investment Management LLC | 27,976 | $14.6M | 0.20% | −1,613−5.5% | Reduced |
| Pitcairn Co | 27,886 | $14.6M | 0.95% | +2,474+9.7% | Added |
| Wealth Architects, LLC | 27,843 | $14.6M | 1.92% | +2,009+7.8% | Added |
| New Republic Capital, LLC | 27,783 | $14.5M | 9.22% | −93−0.3% | Reduced |
| Prostatis Group LLC | 27,771 | $14.5M | 5.51% | −273−1.0% | Reduced |
| Tortoise Investment Management, LLC | 27,666 | $14.5M | 1.76% | −233−0.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 27,643 | $14.5M | 0.83% | +4,796+21.0% | Added |
| Salem Investment Counselors Inc | 27,543 | $14.5M | 0.47% | +141+0.5% | Added |
| Polianta Ltd | 27,500 | $14.4M | 7.01% | +7,200+35.5% | Added |
| Goelzer Investment Management, Inc. | 27,495 | $14.4M | 0.81% | −939−3.3% | Reduced |
| Financial Management Professionals, Inc. | 27,460 | $14.4M | 2.12% | +2,053+8.1% | Added |
| TCG Advisory Services, LLC | 27,409 | $14.3M | 0.79% | +3,347+13.9% | Added |
| Transcend Wealth Collective, LLC | 27,402 | $14.3M | 1.15% | −98−0.4% | Reduced |
| Edgewood Management LLC | 27,386 | $14.3M | 0.04% | −1,503−5.2% | Reduced |
| Y.D. More Investments Ltd | 27,240 | $14.2M | 2.52% | +1,895+7.5% | Added |
| Icon Wealth Advisors, LLC | 27,189 | $14.2M | 1.32% | +490+1.8% | Added |
| CSS LLC | 27,184 | $14.2M | 1.15% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 27,151 | $14.2M | 2.08% | −235−0.9% | Reduced |
| Towercrest Capital Management | 27,111 | $14.2M | 2.39% | +289+1.1% | Added |
| Hedeker Wealth, LLC | 27,041 | $14.1M | 4.07% | −2,381−8.1% | Reduced |
| Neumann Capital Management, LLC | 27,007 | $14.1M | 5.04% | −36−0.1% | Reduced |
| Optas, LLC | 26,906 | $14.1M | 3.84% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 26,880 | $14.1M | 1.92% | −66−0.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 26,874 | $14.1M | 4.77% | +129+0.5% | Added |
| Atom Investors LP | 26,835 | $14.0M | 1.76% | +9,789+57.4% | Added |
| Northwest & Ethical Investments L.P. | 26,800 | $14.0M | 0.40% | +1,600+6.3% | Added |
| Bouchey Financial Group Ltd | 26,782 | $14.0M | 1.38% | −706−2.6% | Reduced |
| Wesbanco Bank Inc | 26,778 | $14.0M | 0.53% | +10,368+63.2% | Added |
| Soltis Investment Advisors LLC | 26,763 | $14.0M | 1.57% | +1,919+7.7% | Added |
| Trust Co of Oklahoma | 26,738 | $14.0M | 4.96% | −45−0.2% | Reduced |
| Atomi Financial Group, Inc. | 26,730 | $14.0M | 1.29% | +758+2.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 26,641 | $13.9M | 0.47% | −1,136−4.1% | Reduced |
| Kettle Hill Capital Management, LLC | 26,638 | $13.9M | 3.39% | +26,638 | New |
| Carolinas Wealth Consulting LLC | 26,511 | $13.9M | 2.74% | +4,432+20.1% | Added |
| Rothschild Investment LLC | 26,487 | $13.9M | 1.00% | +1,257+5.0% | Added |
| Oldfather Financial Services, LLC | 26,476 | $13.8M | 5.70% | −580−2.1% | Reduced |
| Ostrum Asset Management | 26,410 | $13.8M | 1.09% | −6,820−20.5% | Reduced |
| TAP Consulting, LLC | 26,408 | $13.8M | 3.04% | −10,500−28.4% | Reduced |
| Coldstream Capital Management Inc | 26,386 | $13.8M | 0.35% | +97+0.4% | Added |
| Naples Money Management LLC | 26,373 | $13.8M | 13.75% | −961−3.5% | Reduced |
| Syntrinsic LLC | 26,246 | $13.7M | 4.60% | +102+0.4% | Added |
| Edge Financial Advisors LLC | 26,225 | $13.7M | 12.08% | +26,225 | New |
| Gridiron Partners, LLC | 26,216 | $13.7M | 8.74% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 26,207 | $13.7M | 1.72% | −1,341−4.9% | Reduced |
| Monetta Financial Services Inc | 26,000 | $13.6M | 12.29% | −1,000−3.7% | Reduced |
| Luken Investment Analytics, LLC | 25,984 | $13.6M | 6.86% | −1,727−6.2% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 26,988 | $13.6M | 5.72% | −509−1.9% | Reduced |
| WSFS Capital Management, LLC | 25,935 | $13.6M | 0.77% | −861−3.2% | Reduced |