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 |
|---|---|---|---|---|---|
| LWM Advisory Services, LLC | 21,383 | $11.2M | 8.97% | −135−0.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 21,373 | $11.2M | 0.75% | −210−1.0% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 21,360 | $11.2M | 6.05% | −3,550−14.3% | Reduced |
| Deltec Asset Management LLC | 21,322 | $11.2M | 2.20% | −3,540−14.2% | Reduced |
| Lake Street Financial LLC | 21,317 | $11.2M | 1.54% | +225+1.1% | Added |
| Intrust Bank NA | 21,312 | $11.1M | 1.19% | −559−2.6% | Reduced |
| Highview Capital Management LLC | 21,242 | $11.1M | 5.00% | +3,487+19.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 21,433 | $11.1M | 2.13% | −3,351−13.5% | Reduced |
| Global Financial Private Client, LLC | 21,254 | $11.1M | 4.77% | +696+3.4% | Added |
| Comprehensive Financial Management LLC | 21,142 | $11.1M | 0.36% | −2,900−12.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 21,124 | $11.1M | 0.75% | −1,600−7.0% | Reduced |
| Summit Financial Group Inc | 21,086 | $11.0M | 3.92% | +863+4.3% | Added |
| Phoenix Holdings Ltd. | 21,085 | $11.0M | 0.15% | −1,067−4.8% | Reduced |
| BlueCrest Capital Management Ltd | 21,063 | $11.0M | 2.71% | −3,313−13.6% | Reduced |
| Asset Management One Co.,Ltd. | 21,050 | $11.0M | 0.04% | +17,700+528.4% | Added |
| Compass Ion Advisors, LLC | 21,050 | $11.0M | 1.58% | −885−4.0% | Reduced |
| Cercano Management LLC | 21,048 | $11.0M | 0.31% | +21,048 | New |
| Planning Alternatives Ltd | 20,943 | $11.0M | 1.80% | −389−1.8% | Reduced |
| Navis Wealth Advisors, LLC | 20,910 | $10.9M | 13.13% | −29−0.1% | Reduced |
| Quent Capital, LLC | 20,903 | $10.9M | 1.28% | +820+4.1% | Added |
| Titleist Asset Management, LLC | 20,786 | $10.9M | 1.91% | +1,064+5.4% | Added |
| Marquette Associates, Inc. | 20,752 | $10.9M | 7.68% | +1,314+6.8% | Added |
| Keeley-Teton Advisors, LLC | 20,732 | $10.8M | 1.34% | +377+1.9% | Added |
| Sax Wealth Advisors, LLC | 20,680 | $10.8M | 1.26% | +415+2.0% | Added |
| Foguth Wealth Management, LLC. | 20,638 | $10.8M | 5.78% | +20,638 | New |
| Prism Advisors, Inc. | 20,630 | $10.8M | 3.24% | −1,280−5.8% | Reduced |
| First National Bank of Omaha | 19,282 | $10.8M | 0.74% | +4,631+31.6% | Added |
| US Financial Advisors, LLC | 20,558 | $10.8M | 3.72% | −145−0.7% | Reduced |
| XY Capital Ltd | 20,535 | $10.7M | 9.08% | −5,248−20.4% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 20,505 | $10.7M | 0.24% | +1,342+7.0% | Added |
| Grimes & Company, Inc. | 20,498 | $10.7M | 0.33% | −42−0.2% | Reduced |
| Cypress Capital Group | 20,496 | $10.7M | 1.28% | +388+1.9% | Added |
| Tandem Wealth Advisors LLC | 20,627 | $10.7M | 5.89% | −135−0.7% | Reduced |
| Bell Bank | 20,464 | $10.7M | 0.92% | −455−2.2% | Reduced |
| Marco Investment Management LLC | 20,449 | $10.7M | 1.01% | +50.0% | Added |
| McLean Asset Management Corp | 20,430 | $10.6M | 3.63% | +493+2.5% | Added |
| Cedar Brook Financial Partners, LLC | 20,208 | $10.6M | 2.09% | +3,788+23.1% | Added |
| Cordant, Inc. | 20,203 | $10.6M | 6.13% | −450−2.2% | Reduced |
| West Paces Advisors Inc. | 20,195 | $10.6M | 2.78% | −113−0.6% | Reduced |
| Royal Fund Management, LLC | 20,178 | $10.6M | 1.22% | +1,811+9.9% | Added |
| Hilltop Holdings Inc. | 20,149 | $10.5M | 1.17% | +1,902+10.4% | Added |
| BluePointe Capital Management, LLC | 20,040 | $10.5M | 7.22% | +392+2.0% | Added |
| Avestar Capital, LLC | 20,101 | $10.5M | 1.21% | −369−1.8% | Reduced |
| Paul Damon & Associates, Inc. | 20,088 | $10.5M | 7.32% | −704−3.4% | Reduced |
| Good Life Advisors, LLC | 20,069 | $10.5M | 0.93% | +1,060+5.6% | Added |
| CX Institutional | 20,009 | $10.5M | 0.50% | −242−1.2% | Reduced |
| Roman Butler Fullerton & Co | 20,931 | $10.5M | 3.92% | −74−0.4% | Reduced |
| Advisor OS, LLC | 19,996 | $10.5M | 1.20% | +3,590+21.9% | Added |
| AdvisorNet Financial, Inc | 19,957 | $10.4M | 1.00% | +612+3.2% | Added |
| TSFG, LLC | 19,949 | $10.4M | 2.63% | −1,576−7.3% | Reduced |
| Schrum Private Wealth Management LLC | 19,911 | $10.4M | 9.45% | +2,226+12.6% | Added |
| Ancora Advisors, LLC | 19,910 | $10.4M | 0.24% | −2,027−9.2% | Reduced |
| Terry L. Blaker | 19,803 | $10.4M | 0.78% | +600+3.1% | Added |
| Destination Wealth Management | 19,797 | $10.4M | 0.34% | −1,067−5.1% | Reduced |
| Eagle Strategies LLC | 19,777 | $10.3M | 2.30% | +3,240+19.6% | Added |
| Godsey & Gibb Associates | 19,636 | $10.3M | 1.08% | −556−2.8% | Reduced |
| Boxwood Ventures, Inc. | 19,550 | $10.3M | 18.04% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 19,515 | $10.2M | 5.36% | +17,444+842.3% | Added |
| E&G Advisors, LP | 19,461 | $10.2M | 3.19% | +1,330+7.3% | Added |
| Union Savings Bank | 19,459 | $10.2M | 5.32% | −364−1.8% | Reduced |
| MinichMacGregor Wealth Management, LLC | 19,422 | $10.1M | 2.59% | −521−2.6% | Reduced |
| Sentinus, LLC | 19,386 | $10.1M | 3.57% | +19,386 | New |
| Atlas Capital Advisors LLC | 19,368 | $10.1M | 1.58% | +478+2.5% | Added |
| Compagnie Lombard Odier SCmA | 19,366 | $10.1M | 0.18% | −600−3.0% | Reduced |
| L.M. Kohn & Company | 19,309 | $10.1M | 2.84% | +1,614+9.1% | Added |
| First Citizens Bank & Trust Co | 19,268 | $10.1M | 0.19% | +7,033+57.5% | Added |
| ICA Group Wealth Management, LLC | 19,263 | $10.1M | 2.02% | +496+2.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 19,281 | $10.1M | 0.32% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 19,339 | $10.0M | 0.09% | +2,905+17.7% | Added |
| Constant Guidance Financial LLC | 19,465 | $10.0M | 9.27% | +1,896+10.8% | Added |
| KG&L Capital Management,LLC | 19,132 | $10.0M | 3.98% | +289+1.5% | Added |
| Quintet Private Bank (Europe) S.A. | 16,540 | $9.97M | 0.45% | −2,554−13.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 19,056 | $9.97M | 2.94% | −172−0.9% | Reduced |
| MidAtlantic Capital Management, Inc. | 19,054 | $9.97M | 8.75% | +37+0.2% | Added |
| Banque Cantonale Vaudoise | 19,030 | $9.95M | 0.39% | −13,729−41.9% | Reduced |
| Avantax Planning Partners, Inc. | 19,016 | $9.95M | 0.32% | +1,044+5.8% | Added |
| Berkshire Asset Management LLC | 19,001 | $9.94M | 0.53% | −2,102−10.0% | Reduced |
| AlphaMark Advisors, LLC | 18,890 | $9.88M | 3.47% | −2,732−12.6% | Reduced |
| Oxler Private Wealth LLC | 18,879 | $9.87M | 3.87% | +8,337+79.1% | Added |
| Manning & Napier Group, LLC | – | $9.86M | 0.11% | – | – |
| Weil Company, Inc. | 18,806 | $9.84M | 3.90% | −140−0.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 18,792 | $9.83M | 1.59% | −2,250−10.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 18,739 | $9.80M | 0.62% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 18,732 | $9.80M | 1.90% | −260−1.4% | Reduced |
| Canopy Partners, LLC | 18,732 | $9.80M | 4.79% | −74−0.4% | Reduced |
| MorganRosel Wealth Management, LLC | 18,730 | $9.80M | 3.50% | −390−2.0% | Reduced |
| Advisory Alpha, LLC | 18,681 | $9.77M | 0.40% | +250+1.4% | Added |
| St. Johns Investment Management Company, LLC | 18,648 | $9.75M | 4.68% | −1,389−6.9% | Reduced |
| Traction Financial Partners, LLC | 18,701 | $9.74M | 7.60% | +3,620+24.0% | Added |
| Qalhat Capital Ltd | 18,585 | $9.72M | 8.13% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 18,513 | $9.68M | 2.39% | +403+2.2% | Added |
| Frazier Financial Advisors, LLC | 18,509 | $9.68M | 7.94% | −215−1.1% | Reduced |
| Cordatus Wealth Management LLC | 18,489 | $9.67M | 7.01% | −5,736−23.7% | Reduced |
| Gamco Investors, Inc. Et Al | 18,410 | $9.63M | 0.10% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 18,375 | $9.61M | 2.19% | −28−0.2% | Reduced |
| Foresight Capital Management Advisors, Inc. | 18,300 | $9.57M | 7.29% | +300+1.7% | Added |
| Mason & Associates, LLC | 18,300 | $9.57M | 7.29% | +18,300 | New |
| Van Hulzen Asset Management, LLC | 18,270 | $9.56M | 0.63% | −1,110−5.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 18,261 | $9.55M | 2.48% | +425+2.4% | Added |
| RMR Wealth Builders | 18,250 | $9.55M | 1.15% | +710+4.0% | Added |