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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | 798,258 | $417.5M | 8.44% | −1,932,768−70.8% | Reduced |
| Greenfield FTC, Inc. | 791,252 | $413.9M | 90.71% | +109,571+16.1% | Added |
| Alliancebernstein L.P. | 788,822 | $412.6M | 0.15% | −371,299−32.0% | Reduced |
| Blair William & Co | 734,315 | $384.1M | 1.21% | +3,109+0.4% | Added |
| Cohen Klingenstein LLC | 724,866 | $379.2M | 14.11% | −5,167−0.7% | Reduced |
| Journey Strategic Wealth LLC | 720,663 | $377.0M | 16.68% | +116,336+19.3% | Added |
| Bridgewater Associates, LP | 714,394 | $373.7M | 1.89% | −108,857−13.2% | Reduced |
| MAI Capital Management | 707,356 | $370.0M | 3.86% | +100,848+16.6% | Added |
| NorthRock Partners, LLC | 689,337 | $361.7M | 13.89% | +10,052+1.5% | Added |
| Belvedere Trading LLC | 682,207 | $356.8M | 25.53% | −430,025−38.7% | Reduced |
| JANA Partners Management, LP | 680,733 | $356.1M | 19.46% | +126,800+22.9% | Added |
| Pure Financial Advisors, Inc. | 673,067 | $352.1M | 11.02% | +44,928+7.2% | Added |
| Meitav Dash Investments Ltd | 664,652 | $347.7M | 6.81% | +85,958+14.9% | Added |
| Mercer Global Advisors Inc | 664,340 | $347.7M | 0.99% | −495,850−42.7% | Reduced |
| M&T Bank Corp | 662,516 | $346.6M | 1.21% | −37,587−5.4% | Reduced |
| Apexium Financial, LP | 661,020 | $345.8M | 26.22% | −6,341−1.0% | Reduced |
| Sun Life Financial INC | 655,039 | $342.6M | 21.55% | −1,158,509−63.9% | Reduced |
| AMG National Trust Bank | 650,004 | $340.0M | 9.93% | −3,560−0.5% | Reduced |
| Deutsche Bank AG | 649,866 | $339.9M | 0.16% | +9,989+1.6% | Added |
| Tower Research Capital LLC (TRC) | 648,577 | $339.3M | 8.17% | −81,330−11.1% | Reduced |
| Howard Hughes Medical Institute | 627,563 | $328.3M | 98.61% | 00.0% | Unchanged |
| AIA Group Ltd | 622,910 | $325.8M | 10.64% | +202,310+48.1% | Added |
| Pine Ridge Advisers LLC | 615,318 | $321.9M | 37.63% | +46,461+8.2% | Added |
| Passaic Partners LLC | 609,239 | $318.7M | 45.94% | −2,832−0.5% | Reduced |
| MML Investors Services, LLC | 603,561 | $315.7M | 1.30% | +6,491+1.1% | Added |
| Wealthspire Advisors, LLC | 602,968 | $315.4M | 4.21% | −8,834−1.4% | Reduced |
| Janney Montgomery Scott LLC | 601,857 | $314.8M | 0.94% | +63,628+11.8% | Added |
| Great West Life Assurance Co | 586,550 | $307.5M | 0.62% | −27,817−4.5% | Reduced |
| Fifth Third Bancorp | 587,815 | $307.5M | 1.20% | −21,161−3.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 579,301 | $303.0M | 1.17% | −40,513−6.5% | Reduced |
| Granger Management LLC | 577,272 | $302.9M | 60.48% | +236,276+69.3% | Added |
| Baird Financial Group, Inc. | 569,868 | $298.1M | 0.63% | −8,903−1.5% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 557,166 | $291.4M | 42.02% | −14,502−2.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 556,853 | $291.3M | 0.63% | −14,046−2.5% | Reduced |
| Ieq Capital, LLC | 552,922 | $289.2M | 4.16% | +29,594+5.7% | Added |
| Private Advisor Group, LLC | 546,171 | $285.7M | 2.05% | −50,877−8.5% | Reduced |
| Daido Life Insurance Co | 544,324 | $284.7M | 30.05% | 00.0% | Unchanged |
| Comerica Bank | 543,389 | $284.2M | 1.22% | −14,477−2.6% | Reduced |
| Franklin Resources Inc | 539,550 | $282.2M | 0.09% | +20,942+4.0% | Added |
| BIP Wealth, LLC | 539,038 | $282.0M | 20.62% | −30,487−5.4% | Reduced |
| Brown Advisory Inc | 520,864 | $272.4M | 0.36% | −3,496−0.7% | Reduced |
| XR Securities LLC | 511,690 | $267.6M | 78.20% | +28,941+6.0% | Added |
| Millburn Ridgefield Corp | 510,691 | $267.1M | 7.40% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 510,691 | $267.1M | 6.43% | 00.0% | Unchanged |
| Hackensack Meridian Health, Inc. | 506,000 | $264.7M | 35.58% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 498,310 | $260.2M | 50.72% | +405,800+438.7% | Added |
| Concentric Capital Strategies, LP | 716,000 | $259.2M | 16.65% | +404,000+129.5% | Added |
| Itau Unibanco Holding S.A. | 492,559 | $257.6M | 11.04% | −32,464−6.2% | Reduced |
| Alaska Permanent Capital Management | 482,169 | $252.4M | 19.64% | −47,958−9.0% | Reduced |
| AlTi Global, Inc. | 476,572 | $250.0M | 6.95% | −28,811−5.7% | Reduced |
| GTS Securities LLC | 464,561 | $243.1M | 6.57% | +114,025+32.5% | Added |
| Trustees of Dartmouth College | 461,000 | $241.1M | 47.80% | +88,000+23.6% | Added |
| Main Management Fund Advisors LLC | 457,800 | $239.5M | 48.68% | +63,000+16.0% | Added |
| Whittier Trust Co | 454,166 | $237.6M | 3.46% | −7,601−1.6% | Reduced |
| Kestra Advisory Services, LLC | 451,305 | $236.1M | 1.58% | +66,971+17.4% | Added |
| Davis R M Inc | 448,458 | $234.6M | 4.91% | +27,950+6.6% | Added |
| Jones Financial Companies LLLP | 443,500 | $232.0M | 0.32% | +5,387+1.2% | Added |
| Pentwater Capital Management LP | 432,379 | $226.2M | 3.71% | +257,959+147.9% | Added |
| Avanda Investment Management Pte. Ltd. | 420,000 | $219.7M | 29.47% | −80,000−16.0% | Reduced |
| Man Group plc | 415,617 | $217.4M | 0.58% | −425,513−50.6% | Reduced |
| Capstone Investment Advisors, LLC | 415,118 | $217.1M | 4.02% | −2,354,166−85.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 412,265 | $216.3M | 20.14% | −9,988−2.4% | Reduced |
| DT Investment Partners, LLC | 407,950 | $213.4M | 21.58% | −2,131−0.5% | Reduced |
| Walleye Capital LLC | 406,932 | $212.9M | 2.32% | −436,412−51.7% | Reduced |
| GR Financial Group, LLC | 405,813 | $212.3M | 49.17% | −77,078−16.0% | Reduced |
| Sand Hill Global Advisors, LLC | 403,551 | $211.1M | 10.01% | −19,480−4.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 403,312 | $211.0M | 55.88% | −1,967−0.5% | Reduced |
| Amundi | 415,440 | $207.5M | 0.09% | +26,706+6.9% | Added |
| MetLife Investment Management | 396,200 | $207.2M | 1.39% | +257,550+185.8% | Added |
| GWM Advisors LLC | 389,596 | $203.8M | 1.78% | −1,443−0.4% | Reduced |
| Mariner Investment Group LLC | 389,332 | $203.6M | 63.77% | −247,611−38.9% | Reduced |
| EP Wealth Advisors, LLC | 381,691 | $199.7M | 2.33% | +17,366+4.8% | Added |
| Ci Investments Inc. | 376,507 | $196.9M | 0.78% | +230,911+158.6% | Added |
| Connable Office Inc | 375,140 | $196.2M | 22.23% | +18,137+5.1% | Added |
| Marshall Wace, LLP | 374,662 | $196.0M | 0.32% | −32,580−8.0% | Reduced |
| Dow Chemical Co | 374,190 | $195.7M | 30.68% | −54,424−12.7% | Reduced |
| Berkshire Money Management, Inc. | 373,201 | $195.2M | 23.56% | +27,869+8.1% | Added |
| InterOcean Capital Group, LLC | 371,684 | $194.4M | 4.64% | −3,372−0.9% | Reduced |
| TD Private Client Wealth LLC | 371,411 | $194.3M | 6.38% | −3,853−1.0% | Reduced |
| Brookstone Capital Management | 371,264 | $194.2M | 3.47% | −3,143−0.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 366,594 | $191.8M | 2.68% | −33,073−8.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 364,949 | $190.9M | 0.49% | +11,356+3.2% | Added |
| Jacobi Capital Management LLC | 356,628 | $186.5M | 17.24% | +15,559+4.6% | Added |
| Juniper Hill Capital Management LP | 345,637 | $180.8M | 48.19% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 342,172 | $179.0M | 2.97% | −20,630−5.7% | Reduced |
| Wolverine Asset Management LLC | 341,745 | $178.8M | 3.43% | −1,326,522−79.5% | Reduced |
| First Hawaiian Bank | 338,921 | $177.3M | 5.49% | +812+0.2% | Added |
| TD Waterhouse Canada Inc. | 300,729 | $176.2M | 1.32% | +27,914+10.2% | Added |
| Turim 21 Investimentos Ltda. | 333,843 | $174.6M | 44.41% | +110,252+49.3% | Added |
| Tiaa Trust, National Association | 332,013 | $173.7M | 0.53% | −2,974−0.9% | Reduced |
| Hollencrest Capital Management | 331,219 | $173.3M | 7.94% | +14,068+4.4% | Added |
| Avantax Advisory Services, Inc. | 327,058 | $171.1M | 1.52% | +31,572+10.7% | Added |
| Retirement Systems of Alabama | 321,135 | $168.0M | 0.65% | −8,041−2.4% | Reduced |
| Miller Investment Management, LP | 320,672 | $167.7M | 21.43% | +2,934+0.9% | Added |
| PBCay One RSC Ltd | 320,100 | $167.4M | 28.62% | +15,950+5.2% | Added |
| HB Wealth Management, LLC | 317,148 | $165.9M | 2.09% | +4,081+1.3% | Added |
| Peavine Capital, LLC | 315,320 | $164.9M | 41.64% | −29,771−8.6% | Reduced |
| Sageworth Trust Co | 313,356 | $163.9M | 10.57% | −608−0.2% | Reduced |
| Taiyo Life Insurance Co | 304,200 | $159.1M | 12.80% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 302,689 | $158.3M | 23.93% | −17,944−5.6% | Reduced |