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 |
|---|---|---|---|---|---|
| SOL Capital Management CO | 5,966 | $3.12M | 0.39% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 5,958 | $3.12M | 0.61% | −64−1.1% | Reduced |
| Woodmont Investment Counsel LLC | 5,951 | $3.11M | 0.26% | +1,516+34.2% | Added |
| Yacktman Asset Management LP | 5,951 | $3.11M | 0.03% | −51,863−89.7% | Reduced |
| Strategic Advisors LLC | 5,945 | $3.11M | 0.61% | −28,979−83.0% | Reduced |
| Mystic Asset Management, Inc. | 5,933 | $3.10M | 1.28% | +5,480+1,209.7% | Added |
| First National Bank Sioux Falls | 5,929 | $3.10M | 1.69% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 5,924 | $3.10M | 0.80% | −20−0.3% | Reduced |
| Macroview Investment Management LLC | 5,911 | $3.09M | 3.43% | +2,610+79.1% | Added |
| Towerpoint Wealth, LLC | 5,898 | $3.09M | 1.55% | +311+5.6% | Added |
| Semus Wealth Partners LLC | 5,896 | $3.08M | 2.60% | +453+8.3% | Added |
| Eagle Global Advisors LLC | 5,869 | $3.07M | 0.17% | −8,320−58.6% | Reduced |
| Plotkin Financial Advisors, LLC | 5,859 | $3.06M | 2.03% | +698+13.5% | Added |
| Bordeaux Wealth Advisors LLC | 2,259 | $3.06M | 1.01% | +305+15.6% | Added |
| Spectrum Wealth Advisory Group, LLC | 5,842 | $3.06M | 3.52% | +224+4.0% | Added |
| Monograph Wealth Advisors, LLC | 5,809 | $3.05M | 0.45% | +3,620+165.4% | Added |
| Capital City Trust Co | 5,826 | $3.05M | 0.85% | −65−1.1% | Reduced |
| Cahill Financial Advisors Inc | 5,817 | $3.04M | 0.42% | −679−10.5% | Reduced |
| Flaharty Asset Management, LLC | 5,804 | $3.04M | 0.45% | −1,015−14.9% | Reduced |
| Sky Investment Group LLC | – | $3.03M | 0.58% | – | – |
| Mitchell Sinkler & Starr | 5,795 | $3.03M | 0.76% | −1,590−21.5% | Reduced |
| Omnia Family Wealth, LLC | 5,770 | $3.03M | 1.42% | −29,783−83.8% | Reduced |
| Ethos Financial Group, LLC | 3,367 | $3.03M | 0.57% | +1,599+90.4% | Added |
| ZRC Wealth Management, LLC | 5,777 | $3.02M | 1.51% | −99−1.7% | Reduced |
| Visionary Wealth Advisors | 5,767 | $3.02M | 0.20% | −145−2.5% | Reduced |
| Mason Investment Advisory Services, Inc. | 5,763 | $3.01M | 0.21% | −230−3.8% | Reduced |
| Blankinship & Foster, LLC | 5,758 | $3.01M | 0.79% | −457−7.4% | Reduced |
| Forza Wealth Management, LLC | 5,756 | $3.01M | 1.57% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5,779 | $3.01M | 0.45% | −1,670−22.4% | Reduced |
| Fagan Associates, Inc. | 5,743 | $3.00M | 0.56% | +16+0.3% | Added |
| Strategic Financial Concepts, LLC | 5,743 | $3.00M | 0.72% | +4,506+364.3% | Added |
| Tillman Hartley LLC | 5,741 | $3.00M | 1.03% | −110−1.9% | Reduced |
| Waters Parkerson & Co., LLC | 5,722 | $2.99M | 0.15% | +11+0.2% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 5,721 | $2.99M | 0.57% | +29+0.5% | Added |
| McIlrath & Eck, LLC | 5,706 | $2.98M | 0.47% | +220+4.0% | Added |
| Libra Wealth LLC | 5,703 | $2.98M | 1.31% | −31−0.5% | Reduced |
| M3 Advisory Group, LLC | 5,702 | $2.98M | 2.70% | +261+4.8% | Added |
| SkyView Investment Advisors, LLC | 5,700 | $2.98M | 0.55% | 00.0% | Unchanged |
| North Star Asset Management Inc | 5,698 | $2.98M | 0.14% | 00.0% | Unchanged |
| Prosperity Planning, Inc. | 5,692 | $2.98M | 1.03% | −524−8.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,686 | $2.97M | 0.83% | +19+0.3% | Added |
| Advanced Asset Management Advisors Inc | 5,657 | $2.96M | 0.73% | +40+0.7% | Added |
| Options Solutions, LLC | 5,652 | $2.96M | 1.68% | −148−2.6% | Reduced |
| Gilbert & Cook, Inc. | 5,628 | $2.94M | 0.40% | −14−0.2% | Reduced |
| Middleton & Co Inc | 5,623 | $2.94M | 0.34% | −23−0.4% | Reduced |
| Tennessee Valley Asset Management Partners | 5,600 | $2.93M | 0.71% | −79−1.4% | Reduced |
| Winch Advisory Services, LLC | 5,595 | $2.93M | 0.89% | +350+6.7% | Added |
| Cape Investment Advisory, Inc. | 5,587 | $2.92M | 1.37% | +1,055+23.3% | Added |
| Aldebaran Financial Inc. | 5,584 | $2.92M | 4.36% | +18+0.3% | Added |
| Worth Financial Advisory Group, LLC | 5,584 | $2.92M | 2.02% | +2,133+61.8% | Added |
| Williams & Novak, LLC | 6,116 | $2.91M | 3.30% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 5,555 | $2.91M | 0.19% | −265−4.6% | Reduced |
| Breakwater Capital Group | 5,553 | $2.90M | 0.73% | +1,788+47.5% | Added |
| City Holding Co | 5,549 | $2.90M | 0.44% | +7+0.1% | Added |
| Sittner & Nelson, LLC | 5,540 | $2.90M | 1.46% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 5,577 | $2.89M | 0.72% | −218−3.8% | Reduced |
| Mairs & Power Inc | 5,531 | $2.89M | 0.03% | −14,987−73.0% | Reduced |
| Warner Financial, Inc | 5,528 | $2.89M | 1.45% | −1,144−17.1% | Reduced |
| Rede Wealth, LLC | 5,509 | $2.88M | 1.21% | +477+9.5% | Added |
| WNY Asset Management, LLC | 5,508 | $2.88M | 0.44% | −20−0.4% | Reduced |
| Price T Rowe Associates Inc | 5,503 | $2.88M | 0.00% | −2,233−28.9% | Reduced |
| TrinityPoint Wealth, LLC | 5,498 | $2.88M | 0.48% | −258−4.5% | Reduced |
| Altfest L J & Co Inc | 5,497 | $2.88M | 0.42% | +1,597+40.9% | Added |
| Midland Wealth Advisors LLC | 5,494 | $2.87M | 0.18% | +609+12.5% | Added |
| Verum Partners LLC | 5,491 | $2.87M | 1.02% | +9+0.2% | Added |
| Wealth Management Partners, LLC | 5,487 | $2.87M | 1.46% | −115−2.1% | Reduced |
| Impact Partnership Wealth, LLC | 5,480 | $2.87M | 1.14% | −185−3.3% | Reduced |
| Fulcrum Equity Management | 5,472 | $2.86M | 3.38% | −27,877−83.6% | Reduced |
| TBH Global Asset Management, LLC | 5,469 | $2.86M | 0.57% | +2,238+69.3% | Added |
| Affiance Financial, LLC | 5,467 | $2.86M | 0.77% | +51+0.9% | Added |
| Spirepoint Private Client, LLC | 5,464 | $2.86M | 0.44% | +5,464 | New |
| Holderness Investments Co | 5,448 | $2.85M | 0.70% | +561+11.5% | Added |
| Executive Wealth Management, LLC | 5,456 | $2.85M | 0.25% | +61+1.1% | Added |
| Litman Gregory Asset Management LLC | 5,437 | $2.84M | 0.26% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 5,412 | $2.83M | 0.79% | −172−3.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 5,406 | $2.83M | 0.82% | −3,257−37.6% | Reduced |
| Watershed Private Wealth LLC | 5,401 | $2.83M | 1.25% | +1,755+48.1% | Added |
| Northern Oak Wealth Management Inc | 5,400 | $2.82M | 0.34% | −19−0.4% | Reduced |
| Bank Ozk | 5,376 | $2.81M | 1.26% | −545−9.2% | Reduced |
| Verus Financial Partners, Inc. | 5,357 | $2.80M | 0.33% | −406−7.0% | Reduced |
| Marquette Asset Management, LLC | 5,356 | $2.80M | 0.49% | 00.0% | Unchanged |
| Epiq Partners, LLC | 5,348 | $2.80M | 1.86% | +884+19.8% | Added |
| Waterway Wealth Management, LLC | 5,344 | $2.80M | 1.23% | −3,487−39.5% | Reduced |
| Charter Research & Investment Group, Inc. | 5,342 | $2.79M | 2.22% | +21+0.4% | Added |
| Silverleafe Capital Partners, LLC | 5,327 | $2.79M | 1.11% | −54−1.0% | Reduced |
| East Coast Asset Management, LLC. | 5,319 | $2.78M | 1.01% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 5,318 | $2.78M | 0.06% | −5−0.1% | Reduced |
| Pictet Bank & Trust Ltd | 5,316 | $2.78M | 2.93% | −6,806−56.1% | Reduced |
| Roger Wittlin Investment Advisory, LLC | 5,301 | $2.77M | 1.94% | +22+0.4% | Added |
| Asset Management Group, Inc. | 5,288 | $2.77M | 0.52% | −33−0.6% | Reduced |
| PBMares Wealth Management LLC | 5,283 | $2.76M | 0.72% | +9+0.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 5,273 | $2.76M | 0.66% | −34−0.6% | Reduced |
| Catalina Capital Group, LLC | 5,262 | $2.75M | 1.18% | +2,046+63.6% | Added |
| Patton Albertson Miller Group, LLC | 5,255 | $2.75M | 0.41% | −254−4.6% | Reduced |
| Financial Advisory Corp | 5,250 | $2.75M | 1.13% | −61−1.1% | Reduced |
| InTrack Investment Management Inc | 5,238 | $2.74M | 2.03% | −5−0.1% | Reduced |
| Leeward Financial Partners, LLC | 5,214 | $2.73M | 1.15% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 5,211 | $2.73M | 1.60% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 5,202 | $2.72M | 0.19% | +5+0.1% | Added |
| Madrona Financial Services, LLC | 5,199 | $2.72M | 0.95% | −360−6.5% | Reduced |