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 |
|---|---|---|---|---|---|
| True North Advisors, LLC | 9,348 | $4.89M | 1.35% | −473−4.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,321 | $4.88M | 2.84% | +8+0.1% | Added |
| Cypress Financial Planning LLC | 9,307 | $4.87M | 2.23% | +96+1.0% | Added |
| LRI Investments, LLC | 9,302 | $4.87M | 1.23% | +9,302 | New |
| First County Bank | 9,291 | $4.86M | 2.37% | −13,031−58.4% | Reduced |
| Bay Rivers Group | 9,281 | $4.85M | 2.67% | −168−1.8% | Reduced |
| MTM Investment Management, LLC | 9,258 | $4.84M | 2.00% | +176+1.9% | Added |
| Harbor Investment Advisory, LLC | 9,251 | $4.83M | 0.51% | +602+7.0% | Added |
| International Private Wealth Advisors LLC | 9,220 | $4.82M | 9.31% | −4,332−32.0% | Reduced |
| Fogel Capital Management, Inc. | 9,398 | $4.81M | 2.83% | +172+1.9% | Added |
| Journey Advisory Group, LLC | 9,183 | $4.80M | 0.59% | −164−1.8% | Reduced |
| Millington Financial Advisors, LLC | 9,166 | $4.79M | 3.42% | −18−0.2% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 9,119 | $4.77M | 0.93% | +133+1.5% | Added |
| Leverty Financial Group, LLC | 9,104 | $4.76M | 2.84% | −122−1.3% | Reduced |
| Zions Bancorporation, N.A. | 9,082 | $4.75M | 0.35% | −327−3.5% | Reduced |
| WPWealth LLP | 9,066 | $4.74M | 1.23% | +174+2.0% | Added |
| Moneda S.A. Administradora General de Fondos | 9,059 | $4.74M | 2.66% | −465−4.9% | Reduced |
| Chapin Davis, Inc. | 9,050 | $4.73M | 1.73% | −1,574−14.8% | Reduced |
| Harvest Investment Services, LLC | 9,018 | $4.72M | 1.90% | −204−2.2% | Reduced |
| Wick Capital Partners, LLC | 9,004 | $4.71M | 4.57% | +1,709+23.4% | Added |
| Helen Stephens Group, LLC | 8,997 | $4.71M | 1.82% | −239−2.6% | Reduced |
| Invst, LLC | 8,999 | $4.70M | 0.56% | +387+4.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 8,977 | $4.70M | 0.29% | −139−1.5% | Reduced |
| Nikulski Financial, Inc. | 8,945 | $4.68M | 1.55% | −175−1.9% | Reduced |
| Ziegler Capital Management, LLC | 8,932 | $4.67M | 0.18% | −62−0.7% | Reduced |
| Garden State Investment Advisory Services LLC | 8,915 | $4.67M | 1.71% | +267+3.1% | Added |
| First American Trust, FSB | 8,902 | $4.66M | 0.49% | +4,608+107.3% | Added |
| Key Client Fiduciary Advisors, LLC | 8,899 | $4.66M | 2.47% | +55+0.6% | Added |
| Guyasuta Investment Advisors Inc | 9,776 | $4.65M | 0.34% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 8,882 | $4.65M | 0.35% | +337+3.9% | Added |
| Luminvest Wealth Management LLC | 8,106 | $4.62M | 2.91% | 00.0% | Unchanged |
| Breakwater Investment Management | 8,833 | $4.62M | 2.13% | +8,833 | New |
| Turtle Creek Wealth Advisors, LLC | 8,824 | $4.62M | 1.13% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 8,823 | $4.62M | 2.43% | −165−1.8% | Reduced |
| Orin Green Financial, LLC | – | $4.61M | 2.17% | – | – |
| Herbst Group, LLC | 8,790 | $4.60M | 2.85% | −119−1.3% | Reduced |
| Bridge Advisory, LLC | 8,789 | $4.60M | 2.28% | +115+1.3% | Added |
| Sightline Wealth Advisors, LLC | 8,787 | $4.60M | 3.03% | +121+1.4% | Added |
| Colony Family Offices, LLC | 8,739 | $4.59M | 1.48% | +10+0.1% | Added |
| Charter Oak Capital Management, LLC | 8,755 | $4.58M | 0.49% | −74−0.8% | Reduced |
| Signature Estate & Investment Advisors LLC | 8,744 | $4.57M | 0.13% | −22,143−71.7% | Reduced |
| Sandy Cove Advisors, LLC | 8,736 | $4.57M | 2.11% | +23+0.3% | Added |
| Loudon Investment Management, LLC | 8,734 | $4.57M | 2.62% | +119+1.4% | Added |
| Lockerman Financial Group, Inc. | 8,731 | $4.57M | 8.73% | −102−1.2% | Reduced |
| Peregrine Asset Advisers, Inc. | 8,699 | $4.55M | 1.82% | 00.0% | Unchanged |
| Vienna Asset Management LLC | 8,692 | $4.54M | 4.15% | +16+0.2% | Added |
| American Century Companies Inc | 8,675 | $4.54M | 0.00% | +4,790+123.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 8,672 | $4.54M | 2.52% | +718+9.0% | Added |
| Innova Wealth Partners | 8,662 | $4.53M | 3.50% | −7,549−46.6% | Reduced |
| GSG Advisors LLC | 8,705 | $4.52M | 1.66% | +67+0.8% | Added |
| Marietta Wealth Management, LLC | 8,642 | $4.52M | 0.75% | +988+12.9% | Added |
| Baron Wealth Management LLC | 8,641 | $4.52M | 2.40% | −12−0.1% | Reduced |
| Austin Private Wealth, LLC | 8,701 | $4.52M | 0.52% | +1,653+23.5% | Added |
| Sage Rhino Capital LLC | 8,630 | $4.51M | 1.07% | +23+0.3% | Added |
| My Personal CFO, LLC | 8,610 | $4.50M | 2.60% | +31+0.4% | Added |
| Apella Capital, LLC | 8,661 | $4.50M | 0.23% | +7+0.1% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 8,582 | $4.49M | 2.70% | +2,066+31.7% | Added |
| Aurora Private Wealth, Inc. | 8,595 | $4.49M | 3.88% | +20.0% | Added |
| Nuveen Asset Management, LLC | 8,557 | $4.48M | 0.00% | +4,057+90.2% | Added |
| Ghisallo Capital Management LLC | 8,560 | $4.48M | 0.51% | −28,105−76.7% | Reduced |
| Stephenson National Bank & Trust | 8,552 | $4.47M | 1.54% | 00.0% | Unchanged |
| Strategic Investment Management, LLC | 8,800 | $4.47M | 3.43% | −910−9.4% | Reduced |
| Apriem Advisors | 8,549 | $4.47M | 0.56% | −19,501−69.5% | Reduced |
| RKL Wealth Management LLC | 8,520 | $4.46M | 0.44% | −20−0.2% | Reduced |
| Wealthstream Advisors, Inc. | 8,502 | $4.45M | 1.69% | −183−2.1% | Reduced |
| RDST Capital LLC | 8,500 | $4.45M | 1.11% | +2,790+48.9% | Added |
| Omega Financial Group, LLC | 8,498 | $4.45M | 1.82% | −46−0.5% | Reduced |
| Peachtree Investment Partners, LLC | 8,463 | $4.43M | 1.79% | −87−1.0% | Reduced |
| Little House Capital LLC | 8,449 | $4.42M | 1.46% | −5,023−37.3% | Reduced |
| Atlas Brown,Inc. | 8,438 | $4.41M | 1.61% | +435+5.4% | Added |
| Evernest Financial Advisors, LLC | 8,894 | $4.40M | 2.08% | +159+1.8% | Added |
| Tower View Investment Management & Research LLC | 8,380 | $4.38M | 2.56% | −40−0.5% | Reduced |
| Braun Stacey Associates Inc | 8,353 | $4.37M | 0.17% | −113−1.3% | Reduced |
| Juncture Wealth Strategies, LLC | 8,344 | $4.36M | 1.88% | −166−2.0% | Reduced |
| Brown Shipley& Co Ltd | 8,292 | $4.34M | 1.36% | −970−10.5% | Reduced |
| Ameraudi Asset Management, Inc. | 8,280 | $4.33M | 2.02% | −3,308−28.5% | Reduced |
| Two Point Capital Management, Inc. | 8,261 | $4.32M | 1.78% | +7,677+1,314.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 8,256 | $4.32M | 1.29% | +512+6.6% | Added |
| McDonald Partners LLC | 8,256 | $4.32M | 1.19% | −175−2.1% | Reduced |
| Weinberger Asset Management, Inc | 8,251 | $4.32M | 2.08% | −69−0.8% | Reduced |
| NWK Group, Inc. | 8,245 | $4.31M | 2.02% | −111−1.3% | Reduced |
| Waddell & Associates, LLC | 8,241 | $4.31M | 0.58% | −3,162−27.7% | Reduced |
| Tritonpoint Wealth, LLC | 8,817 | $4.30M | 0.45% | −187−2.1% | Reduced |
| Metlife Inc | 8,177 | $4.28M | 39.56% | +40+0.5% | Added |
| Sharp Financial Services, LLC | 8,181 | $4.28M | 3.98% | +1,049+14.7% | Added |
| Fayez Sarofim & Co | 8,180 | $4.28M | 0.01% | +2,758+50.9% | Added |
| Savior LLC | 8,170 | $4.27M | 22.94% | −57−0.7% | Reduced |
| TruWealth Advisors, LLC | 8,166 | $4.27M | 0.30% | −31−0.4% | Reduced |
| Black Swift Group, LLC | 8,165 | $4.27M | 1.10% | −1,827−18.3% | Reduced |
| Cherrydale Wealth Management, LLC | 8,158 | $4.27M | 2.00% | +32+0.4% | Added |
| Abel Hall, LLC | 8,148 | $4.26M | 3.19% | 00.0% | Unchanged |
| Independent Advisor Alliance | 8,128 | $4.25M | 0.15% | +301+3.8% | Added |
| Laraway Financial Inc | 8,127 | $4.25M | 3.75% | −32−0.4% | Reduced |
| CM Wealth Advisors LLC | 8,166 | $4.22M | 1.21% | +8,166 | New |
| Marvin & Palmer Associates Inc | 8,053 | $4.21M | 4.18% | −407−4.8% | Reduced |
| Cohen & Steers, Inc. | 8,047 | $4.21M | 0.01% | 00.0% | Unchanged |
| Regis Acquisition Inc. | 8,035 | $4.20M | 2.56% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 8,035 | $4.20M | 1.63% | −48−0.6% | Reduced |
| Avalon Trust Co | 8,035 | $4.20M | 0.34% | 00.0% | Unchanged |
| Moneywise, Inc. | 8,020 | $4.19M | 2.28% | +5,411+207.4% | Added |