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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 25,937 | $13.5M | 1.42% | +1,955+8.2% | Added |
| TKG Advisors, LLC | 25,870 | $13.5M | 7.55% | −2,651−9.3% | Reduced |
| Integrity Financial Corp | 25,794 | $13.5M | 9.26% | +1,121+4.5% | Added |
| Founders Capital Management, LLC | 25,640 | $13.4M | 2.48% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 25,546 | $13.4M | 3.61% | −16−0.1% | Reduced |
| Agf Management Ltd | 25,418 | $13.3M | 0.07% | −190−0.7% | Reduced |
| Bigelow Investment Advisors, LLC | 25,412 | $13.3M | 6.53% | −582−2.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 25,187 | $13.2M | 0.37% | +297+1.2% | Added |
| Cacti Asset Management LLC | 24,795 | $13.1M | 1.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 25,082 | $13.1M | 0.71% | +2,185+9.5% | Added |
| Fifth Lane Capital, LP | 25,000 | $13.1M | 16.99% | −50,000−66.7% | Reduced |
| Prosperity Consulting Group, LLC | 24,986 | $13.1M | 1.64% | +486+2.0% | Added |
| Custos Family Office, LLC | 24,948 | $13.0M | 6.73% | −256−1.0% | Reduced |
| American National Bank & Trust Co | 24,907 | $13.0M | 3.08% | +24,907 | New |
| First Foundation Advisors | 24,891 | $13.0M | 0.52% | +232+0.9% | Added |
| St Germain D J Co Inc | 24,773 | $13.0M | 0.63% | −1,015−3.9% | Reduced |
| Solstein Capital, LLC | 24,766 | $13.0M | 8.98% | +1,475+6.3% | Added |
| South State Corp. | 24,753 | $12.9M | 1.01% | +663+2.8% | Added |
| Twin Focus Capital Partners, LLC | 24,670 | $12.9M | 2.46% | +919+3.9% | Added |
| Kingsview Wealth Management, LLC | 24,653 | $12.9M | 0.32% | +1,423+6.1% | Added |
| Schnieders Capital Management LLC | 24,526 | $12.8M | 2.64% | −176−0.7% | Reduced |
| Appleton Partners Inc | 24,448 | $12.8M | 0.99% | −847−3.3% | Reduced |
| PFC Capital Group, Inc. | 24,389 | $12.8M | 6.85% | −390−1.6% | Reduced |
| Capital Investment Advisors, LLC | 24,349 | $12.7M | 0.30% | +2,749+12.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 24,312 | $12.7M | 0.23% | −1,067−4.2% | Reduced |
| GEM Asset Management, LLC | 25,312 | $12.7M | 8.52% | −952−3.6% | Reduced |
| Gries Financial LLC | 24,177 | $12.6M | 2.11% | −80.0% | Reduced |
| Kaizen Financial Strategies | 24,155 | $12.6M | 8.59% | +1,370+6.0% | Added |
| Mount Capital Ltd | 24,100 | $12.6M | 5.32% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 24,088 | $12.6M | 0.76% | +18,475+329.1% | Added |
| Signal Advisors Wealth, LLC | 24,020 | $12.6M | 3.12% | +8,866+58.5% | Added |
| Aaron Wealth Advisors | 24,011 | $12.6M | 1.80% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 23,914 | $12.5M | 6.67% | +786+3.4% | Added |
| Capital International Investors | 23,906 | $12.5M | 0.00% | −19,187−44.5% | Reduced |
| Kowal Investment Group, LLC | 23,815 | $12.5M | 2.69% | −1,319−5.2% | Reduced |
| Exencial Wealth Advisors, LLC | 23,805 | $12.5M | 0.47% | −1,606−6.3% | Reduced |
| Milestone Asset Management, LLC | 23,781 | $12.4M | 3.55% | −4,754−16.7% | Reduced |
| Miracle Mile Advisors, LLC | 23,779 | $12.4M | 0.31% | +4,496+23.3% | Added |
| Ami Investment Management Inc | 23,736 | $12.4M | 4.51% | +11,313+91.1% | Added |
| Bristlecone Advisors, LLC | 23,732 | $12.4M | 1.09% | +1,251+5.6% | Added |
| Heritage Trust Co | 23,696 | $12.4M | 1.66% | −161−0.7% | Reduced |
| Mycio Wealth Partners, LLC | 23,670 | $12.4M | 3.12% | +225+1.0% | Added |
| Cavalier Investments, LLC | 23,634 | $12.4M | 4.51% | −14,690−38.3% | Reduced |
| Childress Capital Advisors, LLC | 23,622 | $12.4M | 3.59% | −268−1.1% | Reduced |
| Level Four Advisory Services, LLC | 25,976 | $12.3M | 0.68% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 23,592 | $12.3M | 3.09% | −332−1.4% | Reduced |
| Nadler Financial Group, Inc. | 23,579 | $12.3M | 1.52% | −100−0.4% | Reduced |
| Accredited Investors Inc. | 23,559 | $12.3M | 0.79% | −85−0.4% | Reduced |
| Conscious Wealth Investments, LLC | 24,447 | $12.3M | 9.36% | +1,675+7.4% | Added |
| Patten & Patten Inc | 23,525 | $12.3M | 0.88% | −1,881−7.4% | Reduced |
| First Washington CORP | 23,502 | $12.3M | 4.70% | +144+0.6% | Added |
| Camarda Financial Advisors, LLC | 23,455 | $12.3M | 4.96% | −785−3.2% | Reduced |
| G&S Capital LLC | 23,418 | $12.2M | 5.46% | −2,899−11.0% | Reduced |
| Coastline Trust Co | 23,368 | $12.2M | 1.48% | +140+0.6% | Added |
| Ellis Investment Partners, LLC | 23,359 | $12.2M | 2.66% | +1,104+5.0% | Added |
| Clarus Wealth Advisors | 23,720 | $12.2M | 6.91% | +913+4.0% | Added |
| Strategic Wealth Partners, Ltd. | 23,300 | $12.2M | 1.34% | +8,168+54.0% | Added |
| Sachetta, LLC | 25,571 | $12.2M | 5.77% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 23,194 | $12.1M | 2.09% | −1,499−6.1% | Reduced |
| Mainsail Financial Group, LLC | 23,127 | $12.1M | 8.34% | +797+3.6% | Added |
| Texas Yale Capital Corp. | 23,069 | $12.1M | 0.54% | +462+2.0% | Added |
| Lazard Asset Management LLC | 22,959 | $12.0M | 0.01% | −17,175−42.8% | Reduced |
| MONECO Advisors, LLC | 22,939 | $12.0M | 1.90% | +1,196+5.5% | Added |
| West Branch Capital LLC | 22,920 | $12.0M | 4.84% | +1,427+6.6% | Added |
| Morton Brown Family Wealth, LLC | 22,895 | $12.0M | 4.94% | −519−2.2% | Reduced |
| Balboa Wealth Partners | 22,876 | $12.0M | 3.80% | +1,646+7.8% | Added |
| Northern Financial Advisors Inc | 22,719 | $11.9M | 9.28% | −1,840−7.5% | Reduced |
| Wintrust Investments LLC | 22,714 | $11.9M | 1.05% | −783−3.3% | Reduced |
| Pacific Center for Financial Services | 22,714 | $11.9M | 3.39% | +965+4.4% | Added |
| Steward Partners Investment Solutions, LLC | 22,653 | $11.8M | 1.99% | +2,015+9.8% | Added |
| Evanson Asset Management, LLC | 22,645 | $11.8M | 0.92% | −2,793−11.0% | Reduced |
| Laurel Wealth Advisors LLC | 22,611 | $11.8M | 2.03% | −414−1.8% | Reduced |
| Optimum Investment Advisors | 22,598 | $11.8M | 5.43% | +626+2.8% | Added |
| Umb Bank N A | 22,566 | $11.8M | 0.19% | −1,639−6.8% | Reduced |
| Montecito Bank & Trust | 22,561 | $11.8M | 2.36% | +1,216+5.7% | Added |
| Ayalon Holdings Ltd. | 22,497 | $11.8M | 3.92% | +3,684+19.6% | Added |
| SFMG, LLC | 22,525 | $11.8M | 1.01% | +285+1.3% | Added |
| Nicolet Bankshares Inc | 22,500 | $11.8M | 2.91% | +3,104+16.0% | Added |
| K.J. Harrison & Partners Inc | 22,496 | $11.8M | 1.82% | +52+0.2% | Added |
| Nations Financial Group Inc, | 22,472 | $11.8M | 0.99% | +594+2.7% | Added |
| Guardian Wealth Advisors, LLC | 22,462 | $11.7M | 1.44% | −155−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 22,434 | $11.7M | 0.40% | +1,500+7.2% | Added |
| Alpine Global Management, LLC | 22,355 | $11.7M | 2.26% | +22,355 | New |
| Peterson Wealth Management | 22,331 | $11.7M | 8.44% | +732+3.4% | Added |
| Mayflower Financial Advisors, LLC | 22,321 | $11.7M | 1.95% | −65−0.3% | Reduced |
| LVM Capital Management Ltd | 22,272 | $11.7M | 1.38% | +242+1.1% | Added |
| Ground Swell Capital, LLC | 22,231 | $11.6M | 12.19% | +22,231 | New |
| Okabena Investment Services Inc | 22,208 | $11.6M | 3.87% | −7,934−26.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 22,099 | $11.6M | 0.62% | +1,829+9.0% | Added |
| Two Sigma Securities, LLC | 22,096 | $11.6M | 0.56% | −137,604−86.2% | Reduced |
| Nixon Peabody Trust Co | 22,091 | $11.6M | 1.06% | +2,553+13.1% | Added |
| Cambridge Trust Co | 22,070 | $11.5M | 0.44% | −4,529−17.0% | Reduced |
| Successful Portfolios LLC | 22,059 | $11.5M | 7.87% | −872−3.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 21,938 | $11.5M | 2.01% | +44+0.2% | Added |
| Nwam LLC | 22,052 | $11.5M | 0.93% | −428−1.9% | Reduced |
| Sowa Financial Group, Inc. | 24,115 | $11.5M | 9.35% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 21,906 | $11.5M | 3.32% | −61−0.3% | Reduced |
| Forefront Analytics, LLC | 21,823 | $11.4M | 5.54% | +86+0.4% | Added |
| EWG Elevate Inc. | 21,385 | $11.2M | 4.26% | −7,876−26.9% | Reduced |
| Paulson Wealth Management Inc. | 21,383 | $11.2M | 3.29% | +2,067+10.7% | Added |