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 |
|---|---|---|---|---|---|
| Madison Wealth Partners, Inc | 8,006 | $4.19M | 1.51% | −71−0.9% | Reduced |
| WMS Partners, LLC | 7,988 | $4.18M | 0.29% | +66+0.8% | Added |
| United Bank | 7,981 | $4.17M | 0.50% | −119−1.5% | Reduced |
| Leo Wealth, LLC | 7,978 | $4.17M | 0.43% | +204+2.6% | Added |
| Levin Capital Strategies, L.P. | 7,967 | $4.17M | 0.42% | +6+0.1% | Added |
| Ridgecrest Wealth Partners, LLC | 7,965 | $4.17M | 2.48% | −101−1.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 7,964 | $4.17M | 0.95% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 7,962 | $4.16M | 0.96% | −209−2.6% | Reduced |
| Family Legacy, Inc. | 7,934 | $4.15M | 1.49% | −60−0.8% | Reduced |
| Catalyst Private Wealth, LLC | 7,913 | $4.14M | 2.17% | −106−1.3% | Reduced |
| Cohen Capital Management, Inc. | 7,907 | $4.14M | 0.73% | +20.0% | Added |
| Personal Cfo Solutions, LLC | 7,878 | $4.12M | 0.64% | −126−1.6% | Reduced |
| Single Point Partners, LLC | 7,861 | $4.11M | 0.96% | −23−0.3% | Reduced |
| Tompkins Financial Corp | 7,842 | $4.10M | 0.46% | −45−0.6% | Reduced |
| Delta Investment Management, LLC | 7,839 | $4.10M | 0.93% | +37+0.5% | Added |
| Chesapeake Wealth Management | 7,825 | $4.09M | 1.49% | −171−2.1% | Reduced |
| BEAM Asset Management, LLC | 7,803 | $4.08M | 2.45% | +2,381+43.9% | Added |
| Private Wealth Partners, LLC | 7,802 | $4.08M | 0.33% | −10−0.1% | Reduced |
| Long Run Wealth Advisors, LLC | 7,780 | $4.07M | 1.07% | −171−2.2% | Reduced |
| ELCO Management Co., LLC | 7,772 | $4.07M | 2.48% | +72+0.9% | Added |
| ForthRight Wealth Management, LLC | 7,768 | $4.06M | 1.46% | −19−0.2% | Reduced |
| MidWestOne Financial Group, Inc. | 7,768 | $4.06M | 0.73% | +212+2.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 7,737 | $4.05M | 0.34% | −60−0.8% | Reduced |
| McAdam, LLC | 7,669 | $4.01M | 0.26% | +526+7.4% | Added |
| Pacitti Group Inc. | 7,640 | $4.00M | 2.16% | +29+0.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,648 | $4.00M | 0.59% | +75+1.0% | Added |
| NWF Advisory Services Inc. | 7,647 | $4.00M | 0.67% | −2,179−22.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 7,617 | $3.98M | 1.96% | +44+0.6% | Added |
| Inspire Trust Co, N.A. | 7,597 | $3.97M | 2.22% | −12,248−61.7% | Reduced |
| Castleview Partners, LLC | 7,595 | $3.97M | 2.22% | +275+3.8% | Added |
| Raffa Wealth Management, LLC | 7,593 | $3.97M | 1.18% | −100−1.3% | Reduced |
| WealthTrust Asset Management, LLC | 7,581 | $3.97M | 3.02% | −1,924−20.2% | Reduced |
| BCM Advisors, LLC | 7,776 | $3.93M | 1.00% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 7,503 | $3.92M | 1.30% | −28−0.4% | Reduced |
| Paloma Partners Management Co | 7,496 | $3.92M | 0.57% | −39,492−84.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 7,495 | $3.92M | 0.65% | +659+9.6% | Added |
| Almanack Investment Partners, LLC. | 7,490 | $3.92M | 0.67% | +127+1.7% | Added |
| Alley Investment Management Company, LLC | 7,471 | $3.91M | 0.54% | −109−1.4% | Reduced |
| Madden Advisory Services, Inc. | 7,456 | $3.90M | 2.06% | −169−2.2% | Reduced |
| Tyler-Stone Wealth Management | 7,441 | $3.89M | 1.73% | +271+3.8% | Added |
| Asset Allocation Strategies LLC | 7,438 | $3.89M | 1.37% | −138−1.8% | Reduced |
| Donaldson Capital Management, LLC | 7,435 | $3.89M | 0.16% | +302+4.2% | Added |
| Waycross Investment Management Co | 7,435 | $3.89M | 3.62% | −303−3.9% | Reduced |
| Twin Lakes Capital Management, LLC | 7,432 | $3.89M | 2.63% | +22+0.3% | Added |
| EPIQ Capital Group, LLC | 7,404 | $3.88M | 1.55% | +247+3.5% | Added |
| Mengis Capital Management, Inc. | 7,380 | $3.86M | 0.60% | +26+0.4% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 7,365 | $3.85M | 2.38% | +30.0% | Added |
| Acorn Financial Advisory Services Inc | 7,329 | $3.83M | 0.72% | +9+0.1% | Added |
| Resolute Wealth Strategies, LLC | 7,328 | $3.83M | 2.32% | +16+0.2% | Added |
| Verus Capital Partners, LLC | 7,321 | $3.83M | 0.42% | +1,098+17.6% | Added |
| Hamilton Point Investment Advisors, LLC | 7,289 | $3.82M | 0.75% | −1,071−12.8% | Reduced |
| JustInvest LLC | 7,295 | $3.82M | 0.08% | +493+7.2% | Added |
| Arrowroot Family Office, LLC | 7,294 | $3.82M | 2.44% | +15+0.2% | Added |
| Sather Financial Group Inc | 7,280 | $3.81M | 0.27% | +4,961+213.9% | Added |
| Barrett & Company, Inc. | 7,268 | $3.80M | 1.80% | +687+10.4% | Added |
| Evergreen Advisors, LLC | 7,262 | $3.80M | 1.16% | −427−5.6% | Reduced |
| Baldwin Investment Management, LLC | 7,235 | $3.78M | 0.51% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 7,215 | $3.77M | 0.03% | +210+3.0% | Added |
| Revisor Wealth Management LLC | 7,927 | $3.77M | 1.70% | −2,185−21.6% | Reduced |
| Outlook Wealth Advisors, LLC | 7,200 | $3.77M | 1.16% | −263−3.5% | Reduced |
| Empowered Funds, LLC | 7,185 | $3.76M | 0.07% | +7,185 | New |
| AlphaStar Capital Management, LLC | 7,174 | $3.75M | 0.38% | +293+4.3% | Added |
| Callan Capital, LLC | 7,150 | $3.74M | 0.33% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 7,146 | $3.74M | 0.62% | −16−0.2% | Reduced |
| First United Bank Trust | 7,144 | $3.74M | 1.38% | −188−2.6% | Reduced |
| Phillips Financial Management, LLC | 7,135 | $3.73M | 0.31% | −29−0.4% | Reduced |
| Asset Dedication, LLC | 7,127 | $3.73M | 0.28% | +26+0.4% | Added |
| Northwest Bancshares, Inc. | 7,107 | $3.72M | 0.59% | −136−1.9% | Reduced |
| Forbes Financial Planning, Inc. | 7,101 | $3.71M | 3.20% | +197+2.9% | Added |
| Ameliora Wealth Management Ltd. | 7,079 | $3.70M | 1.68% | +1,300+22.5% | Added |
| Beacon Financial Advisory LLC | 7,077 | $3.70M | 1.80% | −367−4.9% | Reduced |
| Opal Wealth Advisors, LLC | 7,076 | $3.70M | 1.26% | −128−1.8% | Reduced |
| Sterneck Capital Management, LLC | 7,067 | $3.70M | 2.21% | +102+1.5% | Added |
| Bray Capital Advisors | 7,058 | $3.69M | 0.94% | −186−2.6% | Reduced |
| Woodstock Corp | 7,043 | $3.68M | 0.38% | −132−1.8% | Reduced |
| Alterna Wealth Management, Inc | 7,042 | $3.68M | 3.67% | +3,301+88.2% | Added |
| Blueprint Investment Partners LLC | 7,041 | $3.68M | 0.73% | +100+1.4% | Added |
| Boston Research & Management Inc | 7,008 | $3.67M | 0.91% | −122−1.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 7,006 | $3.66M | 1.62% | −183−2.5% | Reduced |
| Cascade Financial Partners, LLC | 7,167 | $3.66M | 0.53% | +7,167 | New |
| Pictet North America Advisors SA | 6,987 | $3.65M | 0.41% | −903−11.4% | Reduced |
| Signature Wealth Management Partners, LLC | 6,980 | $3.65M | 2.97% | +100+1.5% | Added |
| Manhattan West Asset Management, LLC | 6,976 | $3.65M | 0.88% | +3,299+89.7% | Added |
| Granite Bay Wealth Management, LLC | 6,975 | $3.65M | 2.07% | −1,344,002−99.5% | Reduced |
| Gemmer Asset Management LLC | 6,974 | $3.65M | 0.43% | −2,567−26.9% | Reduced |
| SC&H Financial Advisors, Inc. | 6,954 | $3.64M | 0.95% | +398+6.1% | Added |
| Joseph P. Lucia & Associates, LLC | 6,949 | $3.63M | 1.95% | +498+7.7% | Added |
| Monticello Wealth Management, LLC | 6,939 | $3.63M | 0.33% | +401+6.1% | Added |
| Wallington Asset Management, LLC | 6,936 | $3.63M | 0.57% | −442−6.0% | Reduced |
| Rossmore Private Capital | 6,900 | $3.61M | 0.47% | +54+0.8% | Added |
| Heritage Investment Group, Inc. | 6,893 | $3.61M | 0.74% | +27+0.4% | Added |
| Elite Wealth Management, Inc. | 6,875 | $3.60M | 0.88% | +6,875 | New |
| Fragasso Group Inc. | 6,859 | $3.59M | 0.30% | +32+0.5% | Added |
| Sunesis Advisors, LLC | 6,856 | $3.59M | 2.10% | −843−10.9% | Reduced |
| NVWM, LLC | 6,852 | $3.58M | 0.98% | −113−1.6% | Reduced |
| Gold Investment Management Ltd. | 6,845 | $3.58M | 1.45% | −54−0.8% | Reduced |
| Capital Asset Advisory Services LLC | 6,905 | $3.58M | 0.21% | +1,928+38.7% | Added |
| Sivia Capital Partners, LLC | 6,830 | $3.57M | 2.43% | −30.0% | Reduced |
| Pasadena Private Wealth, LLC | 6,814 | $3.56M | 0.82% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 6,811 | $3.56M | 1.62% | 00.0% | Unchanged |