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 |
|---|---|---|---|---|---|
| Cubic Asset Management, LLC | 6,807 | $3.56M | 0.84% | +10+0.1% | Added |
| Ironclad Investments LLC | 6,805 | $3.56M | 2.29% | −9,798−59.0% | Reduced |
| Alpha Cubed Investments, LLC | 6,802 | $3.56M | 0.19% | −15,670−69.7% | Reduced |
| Oribel Capital Management, LP | 6,800 | $3.56M | 0.41% | −1,400−17.1% | Reduced |
| Northwest Capital Management Inc | 6,787 | $3.55M | 1.14% | −18−0.3% | Reduced |
| Asset Advisors Investment Management, LLC | 6,785 | $3.55M | 0.40% | −1,124−14.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 6,982 | $3.55M | 0.63% | +582+9.1% | Added |
| Hassell Wealth Management, LLC | 7,010 | $3.54M | 2.25% | −10−0.1% | Reduced |
| Sage Financial Group Inc | 6,774 | $3.54M | 0.32% | +71+1.1% | Added |
| Alera Investment Advisors, LLC | 6,761 | $3.54M | 0.48% | −7,110−51.3% | Reduced |
| Ausdal Financial Partners, Inc. | 6,747 | $3.53M | 0.41% | +255+3.9% | Added |
| Merrion Investment Management Co, LLC | 6,743 | $3.53M | 2.52% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 6,743 | $3.53M | 1.09% | +70+1.0% | Added |
| Austin Asset Management Co Inc | 6,733 | $3.52M | 0.75% | +12+0.2% | Added |
| Sompo Asset Management Co., Ltd. | 6,720 | $3.52M | 0.58% | −8,030−54.4% | Reduced |
| Edge Wealth Management LLC | 6,717 | $3.51M | 0.74% | +115+1.7% | Added |
| USAdvisors Wealth Management, LLC | 6,714 | $3.51M | 1.33% | +440+7.0% | Added |
| Horan Capital Advisors, LLC. | 6,704 | $3.51M | 1.25% | −12−0.2% | Reduced |
| Peak Planning Group, LLC | 6,703 | $3.51M | 2.20% | +40+0.6% | Added |
| AlphaQ Advisors LLC | 6,695 | $3.50M | 2.11% | +109+1.7% | Added |
| Howard Wealth Management, LLC | 6,686 | $3.50M | 2.84% | −53−0.8% | Reduced |
| Capital Insight Partners, LLC | 6,683 | $3.50M | 0.65% | −530−7.3% | Reduced |
| Montis Financial, LLC | 6,679 | $3.49M | 1.66% | −116−1.7% | Reduced |
| Rollins Financial Advisors, LLC | 6,669 | $3.49M | 0.66% | +288+4.5% | Added |
| Baker Ellis Asset Management LLC | 6,661 | $3.48M | 0.52% | 00.0% | Unchanged |
| Bellevue Group AG | 6,660 | $3.48M | 0.05% | +4,060+156.2% | Added |
| Symphony Financial, Ltd. Co. | 6,654 | $3.48M | 0.81% | −3,522−34.6% | Reduced |
| Security Financial Services, INC. | 6,647 | $3.48M | 0.78% | −127−1.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 6,644 | $3.48M | 0.20% | −540−7.5% | Reduced |
| Kelly Financial Services LLC | 6,631 | $3.47M | 1.33% | −618−8.5% | Reduced |
| Clear Point Advisors Inc. | 6,631 | $3.47M | 2.85% | −22−0.3% | Reduced |
| Clark Capital Management Group, Inc. | 6,627 | $3.47M | 0.03% | +809+13.9% | Added |
| NFP Retirement, Inc. | 6,599 | $3.45M | 0.30% | −6,309−48.9% | Reduced |
| Wetzel Investment Advisors, Inc. | 6,912 | $3.45M | 2.03% | −183−2.6% | Reduced |
| Botty Investors LLC | 6,579 | $3.45M | 1.44% | +6,579 | New |
| Ironwood Investment Counsel, LLC | 6,563 | $3.43M | 0.60% | +23+0.4% | Added |
| Farmers National Bank | 6,554 | $3.43M | 1.02% | +178+2.8% | Added |
| Nomura Asset Management Co Ltd | 6,527 | $3.41M | 0.01% | −2,575−28.3% | Reduced |
| First Interstate Bank | 6,526 | $3.41M | 0.24% | −1,091−14.3% | Reduced |
| F&V Capital Management, LLC | 6,496 | $3.40M | 1.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 6,476 | $3.39M | 0.16% | −2,513−28.0% | Reduced |
| Silvant Capital Management LLC | 6,445 | $3.38M | 0.16% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 6,465 | $3.38M | 0.57% | +2,307+55.5% | Added |
| Investmark Advisory Group LLC | 6,461 | $3.38M | 1.85% | +88+1.4% | Added |
| Coastwise Capital Group, LLC | 6,454 | $3.38M | 3.13% | −124−1.9% | Reduced |
| American State Bank (Iowa) | 6,450 | $3.37M | 2.26% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 6,664 | $3.37M | 0.94% | −133−2.0% | Reduced |
| Hallmark Capital Management Inc | 6,440 | $3.37M | 0.25% | −575−8.2% | Reduced |
| Allegheny Financial Group LTD | 6,423 | $3.36M | 1.04% | −113−1.7% | Reduced |
| Strait & Sound Wealth Management LLC | 6,473 | $3.35M | 1.87% | −145−2.2% | Reduced |
| Marks Group Wealth Management, Inc | 6,404 | $3.35M | 0.35% | 00.0% | Unchanged |
| VeraBank, N.A. | 6,399 | $3.35M | 1.04% | −600−8.6% | Reduced |
| Atlantic Union Bankshares Corp | 6,391 | $3.34M | 0.28% | +178+2.9% | Added |
| Dunhill Financial, LLC | 6,389 | $3.34M | 2.48% | −8−0.1% | Reduced |
| Saxon Interests, Inc. | 6,382 | $3.34M | 1.59% | +85+1.3% | Added |
| Fisher Asset Management, LLC | 6,373 | $3.33M | 0.00% | +563+9.7% | Added |
| Stephenson & Company, Inc. | 6,365 | $3.33M | 2.43% | +46+0.7% | Added |
| High Falls Advisors, Inc | 6,363 | $3.33M | 0.84% | +9+0.1% | Added |
| Redmont Wealth Advisors LLC | 6,362 | $3.33M | 4.61% | +2,773+77.3% | Added |
| Hyperion Partners, LLC | 6,360 | $3.33M | 2.44% | −190−2.9% | Reduced |
| Wall Street Access Asset Management, LLC | 6,359 | $3.33M | 1.38% | 00.0% | Unchanged |
| Chicago Capital, LLC | 6,355 | $3.32M | 0.10% | −458−6.7% | Reduced |
| Colonial Trust Co | 6,343 | $3.32M | 0.62% | +28+0.4% | Added |
| Sonora Investment Management Group, LLC | 6,341 | $3.32M | 0.26% | −76−1.2% | Reduced |
| BNC Wealth Management, LLC | 6,338 | $3.32M | 1.42% | +302+5.0% | Added |
| Accurate Wealth Management, LLC | 6,693 | $3.31M | 0.97% | −1,520−18.5% | Reduced |
| Center for Financial Planning, Inc. | 6,334 | $3.31M | 0.50% | −122−1.9% | Reduced |
| Sterling Financial Group, Inc. | 6,328 | $3.31M | 1.57% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 6,313 | $3.30M | 0.32% | −130−2.0% | Reduced |
| Abacus Planning Group, Inc. | 6,282 | $3.29M | 0.64% | −147−2.3% | Reduced |
| HCR Wealth Advisors | 6,274 | $3.28M | 0.50% | +40+0.6% | Added |
| Kelman-Lazarov, Inc. | 6,254 | $3.27M | 0.64% | −209−3.2% | Reduced |
| Fairhaven Wealth Management, LLC | 6,250 | $3.27M | 1.12% | +540+9.5% | Added |
| Councilmark Asset Management, LLC | 6,245 | $3.27M | 2.35% | +6,245 | New |
| Financial Perspectives, Inc | 6,211 | $3.25M | 1.23% | +74+1.2% | Added |
| Harmony Asset Management LLC | 6,202 | $3.24M | 1.34% | −109−1.7% | Reduced |
| Tactive Advisors, LLC | 6,201 | $3.24M | 1.72% | +593+10.6% | Added |
| Revolve Wealth Partners, LLC | 6,197 | $3.24M | 0.55% | +882+16.6% | Added |
| Legacy Financial Strategies, LLC | 6,168 | $3.23M | 0.83% | +193+3.2% | Added |
| Cahill Wealth Management, LLC | 6,148 | $3.22M | 1.87% | +20.0% | Added |
| Highlander Partners, L.P. | 6,144 | $3.21M | 2.23% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 6,204 | $3.21M | 3.59% | +40+0.6% | Added |
| Park National Corp | 6,127 | $3.20M | 0.12% | −100−1.6% | Reduced |
| Lynx Capital Group Ltd | 6,113 | $3.20M | 2.16% | +62+1.0% | Added |
| Plancorp, LLC | 6,112 | $3.20M | 0.14% | +252+4.3% | Added |
| Highland Capital Management, LLC | 6,108 | $3.19M | 0.18% | −66−1.1% | Reduced |
| Breed's Hill Capital LLC | 6,088 | $3.18M | 2.93% | +250+4.3% | Added |
| Betterment LLC | 6,081 | $3.18M | 0.01% | +2,104+52.9% | Added |
| Duncker Streett & Co Inc | 6,063 | $3.17M | 0.63% | +525+9.5% | Added |
| NDWM LLC | 6,062 | $3.17M | 2.89% | +316+5.5% | Added |
| Everett Harris & Co | 6,059 | $3.17M | 0.04% | +150+2.5% | Added |
| Menora Mivtachim Holdings Ltd. | 6,040 | $3.16M | 0.02% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 6,023 | $3.15M | 0.30% | −2,624−30.3% | Reduced |
| Cutler Group LP | 6,000 | $3.14M | 1.58% | −49,057−89.1% | Reduced |
| Parisi Gray Wealth Management | 5,997 | $3.14M | 1.18% | +91+1.5% | Added |
| Armstrong Henry H Associates Inc | 5,990 | $3.13M | 0.30% | +10.0% | Added |
| Selway Asset Management | 5,984 | $3.13M | 1.25% | −475−7.4% | Reduced |
| TRUE Private Wealth Advisors | 5,982 | $3.13M | 0.36% | +84+1.4% | Added |
| Pullen Investment Management, LLC | 5,980 | $3.13M | 2.64% | +5,980 | New |
| W Advisors, LLC | 5,978 | $3.13M | 2.14% | +3+0.1% | Added |