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 |
|---|---|---|---|---|---|
| Sabal Trust CO | 10,910 | $5.71M | 0.33% | −169−1.5% | Reduced |
| Second Half Financial Partners, LLC | 10,902 | $5.70M | 2.54% | +2,188+25.1% | Added |
| Aureus Asset Management, LLC | 10,898 | $5.70M | 0.39% | +778+7.7% | Added |
| EverSource Wealth Advisors, LLC | 11,351 | $5.70M | 0.45% | +3,025+36.3% | Added |
| Stephen J. Garry & Associates, LLC | 10,855 | $5.68M | 5.87% | +341+3.2% | Added |
| Fox Run Management, L.L.C. | 10,848 | $5.67M | 1.22% | +1,900+21.2% | Added |
| American Institute for Advanced Investment Management, LLP | 10,847 | $5.67M | 4.49% | −412−3.7% | Reduced |
| Samalin Investment Counsel, LLC | 10,795 | $5.65M | 2.69% | +617+6.1% | Added |
| Windsor Capital Management, LLC | 10,638 | $5.56M | 1.73% | −188−1.7% | Reduced |
| Coordinated Financial Services, Inc. | 10,626 | $5.56M | 4.85% | +10,626 | New |
| McAlister, Sweet & Associates, Inc. | 10,617 | $5.55M | 4.36% | +50+0.5% | Added |
| CIC Wealth, LLC | 10,615 | $5.55M | 1.62% | +575+5.7% | Added |
| DDD Partners, LLC | 10,608 | $5.55M | 0.68% | −53,144−83.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 13,532 | $5.54M | 0.35% | +9,009+199.2% | Added |
| Rebalance, LLC | 10,564 | $5.53M | 0.45% | +58+0.6% | Added |
| Covenant Asset Management, LLC | 10,512 | $5.50M | 1.34% | +943+9.9% | Added |
| LBMC Investment Advisors, LLC | 10,498 | $5.49M | 0.48% | +49+0.5% | Added |
| Pinnacle Bancorp, Inc. | 10,494 | $5.49M | 1.62% | +19+0.2% | Added |
| Per Stirling Capital Management, LLC. | 10,483 | $5.48M | 0.92% | +46+0.4% | Added |
| Annex Advisory Services, LLC | 10,468 | $5.48M | 0.19% | +1,458+16.2% | Added |
| Hoylecohen, LLC | 10,460 | $5.47M | 0.42% | +448+4.5% | Added |
| LCNB Corp | 10,459 | $5.47M | 1.98% | −19−0.2% | Reduced |
| American Trust | 10,449 | $5.47M | 0.50% | −956−8.4% | Reduced |
| KKM Financial LLC | 10,439 | $5.46M | 2.66% | −479−4.4% | Reduced |
| Halpern Financial, Inc. | 10,504 | $5.46M | 1.58% | −405−3.7% | Reduced |
| Arkansas Financial Group, Inc. | 10,420 | $5.45M | 0.96% | −183−1.7% | Reduced |
| Novak & Powell Financial Services, Inc. | 10,401 | $5.44M | 4.07% | +66+0.6% | Added |
| Seelaus Asset Management LLC | 10,399 | $5.44M | 5.42% | −538−4.9% | Reduced |
| White Pine Capital LLC | 10,830 | $5.44M | 2.07% | +538+5.2% | Added |
| Auxano Advisors, LLC | 10,382 | $5.43M | 1.58% | +1,286+14.1% | Added |
| Power Wealth Management LLC | 10,363 | $5.42M | 3.40% | −48−0.5% | Reduced |
| Garde Capital, Inc. | 10,336 | $5.41M | 0.38% | +290+2.9% | Added |
| Vista Capital Partners, Inc. | 10,280 | $5.38M | 0.67% | −308−2.9% | Reduced |
| Drexel Morgan & Co. | 10,236 | $5.35M | 1.10% | +45+0.4% | Added |
| Old Second National Bank of Aurora | 10,198 | $5.33M | 1.39% | −1,183−10.4% | Reduced |
| Legacy Wealth Management, Inc | 10,169 | $5.32M | 0.39% | +1,594+18.6% | Added |
| Certified Advisory Corp | 10,145 | $5.31M | 0.74% | +668+7.0% | Added |
| Absolute Capital Management, LLC | 10,141 | $5.31M | 3.38% | +8,712+609.7% | Added |
| Founders Capital Management | 10,134 | $5.30M | 3.58% | +120+1.2% | Added |
| Green Harvest Asset Management LLC | 10,128 | $5.30M | 0.13% | +2,541+33.5% | Added |
| RWM Asset Management, LLC | 10,114 | $5.29M | 0.95% | +1,800+21.7% | Added |
| Weaver Capital Management LLC | 10,113 | $5.29M | 1.83% | −15,169−60.0% | Reduced |
| Blue Fin Capital, Inc. | 10,112 | $5.29M | 1.18% | −48−0.5% | Reduced |
| Morris Financial Concepts, Inc. | 10,111 | $5.29M | 2.71% | +30.0% | Added |
| Roundview Capital LLC | 10,084 | $5.27M | 0.43% | +226+2.3% | Added |
| Addison Capital Co | 10,080 | $5.27M | 2.62% | +7,557+299.5% | Added |
| Camelot Technology Advisors, Inc. | 10,067 | $5.27M | 4.88% | −79−0.8% | Reduced |
| SL Advisors, LLC | 10,042 | $5.25M | 10.34% | −742−6.9% | Reduced |
| Pacific Financial Group Inc | 10,035 | $5.25M | 3.62% | +72+0.7% | Added |
| Laird Norton Trust Company, LLC | 10,000 | $5.25M | 0.71% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 10,027 | $5.25M | 2.71% | −85−0.8% | Reduced |
| American National Bank | 10,027 | $5.24M | 0.69% | −375−3.6% | Reduced |
| Providence First Trust Co | 10,020 | $5.24M | 2.27% | −219−2.1% | Reduced |
| Burns J W & Co Inc | 10,010 | $5.24M | 0.73% | +85+0.9% | Added |
| Point72 Italy, S.r.l. | 10,000 | $5.23M | 2.15% | +10,000 | New |
| Valmark Advisers, Inc. | 10,000 | $5.23M | 0.09% | +552+5.8% | Added |
| Kanawha Capital Management LLC | 9,977 | $5.22M | 0.42% | +71+0.7% | Added |
| Tidemark, LLC | 9,964 | $5.21M | 2.91% | −2,542−20.3% | Reduced |
| Fusion Family Wealth LLC | 9,925 | $5.19M | 0.54% | −89−0.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 10,017 | $5.19M | 0.47% | −1,557−13.5% | Reduced |
| Syntax Research, Inc. | 9,913 | $5.18M | 3.96% | +34+0.3% | Added |
| Stevard, LLC | 9,893 | $5.17M | 4.66% | −90−0.9% | Reduced |
| Naples Global Advisors, LLC | 9,862 | $5.17M | 0.53% | −3,153−24.2% | Reduced |
| Truepoint, Inc. | 9,873 | $5.16M | 0.15% | +1,870+23.4% | Added |
| Signify Wealth | 9,860 | $5.16M | 8.55% | +994+11.2% | Added |
| Coppell Advisory Solutions Corp. | 9,833 | $5.14M | 0.97% | +9,833 | New |
| Clare Market Investments LLC | 9,822 | $5.14M | 1.60% | +573+6.2% | Added |
| Defined Wealth Management, LLC | 9,817 | $5.13M | 3.69% | −16−0.2% | Reduced |
| Round Rock Advisors, LLC | 9,814 | $5.13M | 1.23% | −128−1.3% | Reduced |
| Emfo, LLC | 9,813 | $5.13M | 4.70% | +315+3.3% | Added |
| Kearns & Associates LLC | 9,813 | $5.13M | 3.98% | −100−1.0% | Reduced |
| Orca Investment Management, LLC | 9,811 | $5.13M | 4.80% | −574−5.5% | Reduced |
| United Asset Strategies, Inc. | 9,809 | $5.13M | 0.51% | −764−7.2% | Reduced |
| TCI Wealth Advisors, Inc. | 9,776 | $5.11M | 0.50% | −73−0.7% | Reduced |
| Capital Investment Advisory Services, LLC | 9,776 | $5.11M | 0.55% | −150−1.5% | Reduced |
| First Financial Bankshares Inc | 9,749 | $5.10M | 0.11% | 00.0% | Unchanged |
| Intrua Financial, LLC | 9,713 | $5.08M | 0.79% | −6,569−40.3% | Reduced |
| Clarity Financial LLC | 9,692 | $5.07M | 0.79% | −617−6.0% | Reduced |
| Imprint Wealth LLC | 9,659 | $5.04M | 1.22% | +9,659 | New |
| Lakeview Capital Partners, LLC | 9,629 | $5.04M | 0.82% | +59+0.6% | Added |
| S.A. Mason LLC | 9,614 | $5.03M | 3.02% | −162−1.7% | Reduced |
| Rockland Trust Co | 9,610 | $5.03M | 0.26% | +128+1.3% | Added |
| Founders Financial Alliance, LLC | 9,593 | $5.02M | 1.51% | +231+2.5% | Added |
| John W. Brooker & Co., CPAs | 9,581 | $5.01M | 2.69% | −8−0.1% | Reduced |
| Centennial Bank | 9,575 | $5.01M | 2.56% | +142+1.5% | Added |
| Burney Co | 9,574 | $5.01M | 0.19% | +2,213+30.1% | Added |
| Nisa Investment Advisors, LLC | 9,518 | $4.99M | 0.03% | +9,518 | New |
| Roberts Glore & Co Inc | 9,530 | $4.98M | 1.49% | −147−1.5% | Reduced |
| M.D. Sass Investors Services, Inc. | 9,520 | $4.98M | 0.59% | 00.0% | Unchanged |
| Unionview, LLC | 9,516 | $4.98M | 4.12% | −13−0.1% | Reduced |
| Zimmer Partners, LP | 9,500 | $4.97M | 0.11% | +9,500 | New |
| JFG Wealth Management, LLC | 9,497 | $4.97M | 1.33% | +5,531+139.5% | Added |
| Private Capital Management, LLC | 9,487 | $4.96M | 0.56% | +15+0.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 9,484 | $4.96M | 0.57% | −474−4.8% | Reduced |
| Perennial Advisors, LLC | 9,457 | $4.95M | 1.15% | −13,703−59.2% | Reduced |
| Ledyard National Bank | 9,450 | $4.94M | 0.48% | −8−0.1% | Reduced |
| Private Ocean, LLC | 9,433 | $4.93M | 0.52% | −540−5.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 9,392 | $4.91M | 0.16% | +459+5.1% | Added |
| Hohimer Wealth Management, LLC | 9,367 | $4.90M | 1.15% | +1,121+13.6% | Added |
| Madison Park Capital Advisors, LLC | 9,355 | $4.89M | 4.27% | −99−1.0% | Reduced |