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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Quadrant Private Wealth Management, LLC | 14,840 | $7.79M | 1.97% | −242−1.6% | Reduced |
| waypoint wealth counsel | 14,876 | $7.78M | 6.00% | +3,127+26.6% | Added |
| Vivaldi Capital Management, LLC | 14,899 | $7.76M | 2.26% | +1,408+10.4% | Added |
| Parkside Financial Bank & Trust | 14,812 | $7.75M | 1.25% | +7,082+91.6% | Added |
| Brightwater Advisory LLC | 14,751 | $7.72M | 6.20% | −94−0.6% | Reduced |
| Sage Capital Management, LLC | 14,710 | $7.70M | 4.18% | +16+0.1% | Added |
| Garrett Investment Advisors LLC | 14,702 | $7.69M | 0.98% | +620+4.4% | Added |
| MAS Advisors LLC | 14,687 | $7.68M | 8.87% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 14,659 | $7.67M | 2.18% | +14,184+2,986.1% | Added |
| Spectrum Strategic Capital Management, LLC | 14,636 | $7.66M | 5.84% | −1,286−8.1% | Reduced |
| BTC Capital Management, Inc. | 14,627 | $7.65M | 0.70% | +14,627 | New |
| Summit Wealth & Retirement Planning, Inc. | 14,597 | $7.64M | 2.72% | +314+2.2% | Added |
| Lowery Thomas, LLC | 14,597 | $7.64M | 5.84% | −172−1.2% | Reduced |
| Larson Financial Group LLC | 14,594 | $7.63M | 0.59% | +4,800+49.0% | Added |
| Washington Capital Management Inc | 14,581 | $7.63M | 6.18% | −1,382−8.7% | Reduced |
| Smithfield Trust Co | 14,567 | $7.63M | 0.40% | −404−2.7% | Reduced |
| Buckingham Strategic Partners | 14,565 | $7.62M | 0.22% | +3,185+28.0% | Added |
| Keystone Wealth Services, LLC | 14,561 | $7.62M | 2.48% | +246+1.7% | Added |
| Sound View Wealth Advisors Group, LLC | 14,546 | $7.61M | 0.81% | +4,474+44.4% | Added |
| Concorde Asset Management, LLC | 14,542 | $7.61M | 5.22% | −8,952−38.1% | Reduced |
| Smith & Howard Wealth Management, LLC | 14,539 | $7.60M | 2.35% | +13,185+973.8% | Added |
| Baker Tilly Wealth Management, LLC | 14,526 | $7.60M | 1.37% | −5,526−27.6% | Reduced |
| Farther Finance Advisors, LLC | 14,484 | $7.56M | 0.46% | +11,069+324.1% | Added |
| Bensler, LLC | 14,439 | $7.55M | 1.09% | +1,198+9.0% | Added |
| Howe & Rusling Inc | 14,422 | $7.54M | 0.72% | −8,035−35.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 14,421 | $7.54M | 1.92% | −798−5.2% | Reduced |
| Collective Family Office LLC | 14,414 | $7.54M | 2.45% | −33−0.2% | Reduced |
| Daymark Wealth Partners, LLC | 14,410 | $7.54M | 0.41% | +17+0.1% | Added |
| Objective Capital Management, LLC | 14,403 | $7.53M | 5.09% | −248−1.7% | Reduced |
| Capital Advisors Wealth Management, LLC | 14,391 | $7.53M | 1.56% | +13,775+2,236.2% | Added |
| Fullerton Fund Management Co Ltd. | 14,372 | $7.52M | 0.36% | +4,921+52.1% | Added |
| Durable Capital Partners LP | 14,306 | $7.48M | 0.06% | −150,746−91.3% | Reduced |
| Moloney Securities Asset Management, LLC | 14,273 | $7.47M | 1.12% | +1,537+12.1% | Added |
| Smart Money Group LLC | 14,837 | $7.45M | 2.90% | −1,436−8.8% | Reduced |
| Zhang Financial LLC | 14,176 | $7.42M | 0.55% | +644+4.8% | Added |
| Ignite Planners, LLC | 14,157 | $7.39M | 2.07% | −753−5.1% | Reduced |
| Fortress Wealth Group, LLC | 14,176 | $7.37M | 3.95% | −780−5.2% | Reduced |
| Bulltick Wealth Management, LLC | 14,017 | $7.35M | 1.53% | +8,044+134.7% | Added |
| Autumn Glory Partners, LLC | 14,046 | $7.35M | 3.59% | +666+5.0% | Added |
| Wedmont Private Capital | 14,131 | $7.34M | 0.54% | +80+0.6% | Added |
| WCG Wealth Advisors LLC | 14,011 | $7.33M | 0.61% | −31,911−69.5% | Reduced |
| Peddock Capital Advisors, LLC | 13,998 | $7.32M | 1.92% | +415+3.1% | Added |
| Iowa State Bank | 13,954 | $7.30M | 1.62% | +306+2.2% | Added |
| First American Bank | 13,943 | $7.29M | 0.55% | +855+6.5% | Added |
| Legacy Edge Advisors, LLC | 13,902 | $7.27M | 1.52% | +1,537+12.4% | Added |
| Solano Wealth Management, Inc. | 13,888 | $7.26M | 4.07% | −402−2.8% | Reduced |
| Estate Counselors, LLC | 13,882 | $7.26M | 0.83% | −37,718−73.1% | Reduced |
| Abner Herrman & Brock LLC | 13,882 | $7.26M | 0.91% | −4,368−23.9% | Reduced |
| State of Alaska, Department of Revenue | 13,878 | $7.26M | 0.08% | −25,169−64.5% | Reduced |
| Colorado Capital Management, Inc. | 13,864 | $7.25M | 4.19% | −111−0.8% | Reduced |
| Ascent Wealth Partners, LLC | 13,864 | $7.25M | 1.08% | +5,095+58.1% | Added |
| Enterprise Bank & Trust Co | 13,826 | $7.23M | 2.48% | −80−0.6% | Reduced |
| Ronald Blue Trust, Inc. | 13,713 | $7.17M | 0.10% | +214+1.6% | Added |
| Atlas Private Wealth Management | 13,711 | $7.17M | 3.01% | −632−4.4% | Reduced |
| Spears Abacus Advisors LLC | 13,705 | $7.17M | 0.15% | +509+3.9% | Added |
| Triumph Capital Management | 13,722 | $7.17M | 2.92% | −4,879−26.2% | Reduced |
| Oxinas Partners Wealth Management LLC | 13,611 | $7.12M | 4.62% | +476+3.6% | Added |
| ZWJ Investment Counsel Inc | 13,608 | $7.12M | 0.32% | −1,073−7.3% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 13,600 | $7.11M | 3.61% | +13,600 | New |
| Castle Rock Wealth Management, LLC | 14,188 | $7.10M | 1.94% | +335+2.4% | Added |
| Tilson Financial Group, Inc. | 13,557 | $7.09M | 3.81% | −4,799−26.1% | Reduced |
| Patten Group, Inc. | 13,515 | $7.07M | 1.74% | −341−2.5% | Reduced |
| Proequities, Inc. | 13,442 | $7.05M | 0.46% | −510−3.7% | Reduced |
| Pioneer Trust Bank N A | 13,479 | $7.05M | 1.96% | +370+2.8% | Added |
| Pensionmark Financial Group, LLC | 7,929 | $7.05M | 1.01% | −29,024−78.5% | Reduced |
| Veracity Capital LLC | 13,452 | $7.04M | 2.73% | −327−2.4% | Reduced |
| Arcus Capital Partners, LLC | 13,445 | $7.03M | 2.23% | +2,536+23.2% | Added |
| Columbia Asset Management | 14,780 | $7.03M | 1.44% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,376 | $7.00M | 1.23% | +210+1.6% | Added |
| Hartline Investment Corp | 13,376 | $7.00M | 1.23% | +13,376 | New |
| Atlas Private Wealth Advisors | 13,362 | $6.99M | 2.34% | −92,425−87.4% | Reduced |
| Waypoint Capital Advisors, LLC | 13,353 | $6.98M | 1.83% | −70−0.5% | Reduced |
| Capital Wealth Management, LLC | 13,344 | $6.98M | 3.34% | +801+6.4% | Added |
| CRA Financial Services, LLC | 13,342 | $6.98M | 1.52% | +249+1.9% | Added |
| St. Louis Financial Planners Asset Management, LLC | 13,427 | $6.97M | 6.27% | +13,427 | New |
| Capital World Investors | 13,327 | $6.97M | 0.00% | −2,008−13.1% | Reduced |
| Davies Financial Advisors, Inc. | 13,311 | $6.96M | 7.11% | +13,311 | New |
| Cypress Wealth Services, LLC | 13,306 | $6.96M | 1.62% | −2,107−13.7% | Reduced |
| Peoples Bank | 13,299 | $6.96M | 3.88% | −175−1.3% | Reduced |
| Iron Financial, LLC | 13,279 | $6.95M | 3.87% | −468−3.4% | Reduced |
| Mather Group, LLC. | 14,555 | $6.92M | 0.11% | −4,110−22.0% | Reduced |
| Nelson Capital Management, LLC | 13,214 | $6.91M | 1.32% | +823+6.6% | Added |
| Oliver Luxxe Assets LLC | 13,208 | $6.91M | 1.45% | −422−3.1% | Reduced |
| CMG Global Holdings, LLC | 13,195 | $6.90M | 4.74% | +143+1.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13,797 | $6.89M | 0.07% | +4,479+48.1% | Added |
| Cyndeo Wealth Partners, LLC | 13,158 | $6.88M | 0.57% | −84−0.6% | Reduced |
| Bank of New Hampshire | 13,151 | $6.88M | 1.81% | −1,405−9.7% | Reduced |
| Motiv8 Investments LLC | 13,133 | $6.87M | 5.34% | +577+4.6% | Added |
| Vista Wealth Management Group, LLC | 13,112 | $6.86M | 0.52% | −165−1.2% | Reduced |
| Financial Advisory Service, Inc. | 13,096 | $6.85M | 0.61% | +344+2.7% | Added |
| MGO Private Wealth, LLC | 13,088 | $6.85M | 4.30% | −469−3.5% | Reduced |
| Audent Global Asset Management, LLC | 13,061 | $6.83M | 6.99% | +355+2.8% | Added |
| Aspire Capital Advisors LLC | 13,053 | $6.83M | 2.30% | −420−3.1% | Reduced |
| Market Street Wealth Management Advisors LLC | 12,988 | $6.79M | 1.19% | −559−4.1% | Reduced |
| Corundum Group, Inc. | 12,987 | $6.79M | 3.28% | −323−2.4% | Reduced |
| Ashford Capital Management Inc | 12,984 | $6.79M | 0.92% | −328−2.5% | Reduced |
| Pallas Capital Advisors LLC | 12,978 | $6.79M | 0.28% | −379−2.8% | Reduced |
| Lionsbridge Wealth Management LLC | 12,968 | $6.78M | 5.25% | +3,154+32.1% | Added |
| Rockingstone Advisors LLC | 12,964 | $6.78M | 3.50% | +390+3.1% | Added |
| Vontobel Asset Management Inc | 12,843 | $6.72M | 0.04% | 00.0% | Unchanged |