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 |
|---|---|---|---|---|---|
| Coastal Investment Advisors, Inc. | 5,190 | $2.71M | 0.56% | −129−2.4% | Reduced |
| Compass Wealth Management LLC | 5,188 | $2.71M | 0.68% | +132+2.6% | Added |
| Peterson Wealth Services | 5,186 | $2.71M | 0.99% | +34+0.7% | Added |
| Anchor Investment Management, LLC | 5,185 | $2.71M | 0.28% | −47−0.9% | Reduced |
| Ironwood Financial, llc | 5,180 | $2.71M | 0.62% | −65−1.2% | Reduced |
| Summit Financial Strategies, Inc. | 5,174 | $2.71M | 0.38% | −46−0.9% | Reduced |
| Yost Capital Management, LP | 5,170 | $2.70M | 4.18% | +5,170 | New |
| Baldwin Brothers Inc | 5,168 | $2.70M | 0.20% | −705−12.0% | Reduced |
| Paladin Advisory Group, LLC | 5,131 | $2.68M | 2.12% | −25−0.5% | Reduced |
| Intelligence Driven Advisers, LLC | 5,100 | $2.67M | 0.39% | −259−4.8% | Reduced |
| GLOBALT Investments LLC | 5,098 | $2.67M | 0.11% | −100−1.9% | Reduced |
| Keebeck Wealth Management, LLC | 5,081 | $2.67M | 0.39% | −35−0.7% | Reduced |
| BluePath Capital Management, LLC | 5,089 | $2.66M | 2.06% | +1,675+49.1% | Added |
| Cornerstone Advisory, LLC | 5,071 | $2.65M | 0.38% | +1,025+25.3% | Added |
| Willis Johnson & Associates, Inc. | 5,068 | $2.65M | 0.23% | −178−3.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,058 | $2.65M | 0.54% | −726−12.6% | Reduced |
| Nemes Rush Group LLC | 5,058 | $2.65M | 0.38% | −686−11.9% | Reduced |
| Signature Securities Group Corporation | 5,038 | $2.64M | 0.74% | +152+3.1% | Added |
| Insight 2811, Inc. | 5,044 | $2.64M | 1.36% | −73−1.4% | Reduced |
| Traynor Capital Management, Inc. | 5,042 | $2.64M | 0.25% | +43+0.9% | Added |
| Empirical Asset Management, LLC | 5,032 | $2.63M | 1.27% | +603+13.6% | Added |
| Jaffetilchin Investment Partners, LLC | 5,026 | $2.63M | 0.24% | −50−1.0% | Reduced |
| Westside Investment Management, Inc. | 5,026 | $2.63M | 0.63% | +256+5.4% | Added |
| SRS Capital Advisors, Inc. | 5,025 | $2.63M | 0.28% | +268+5.6% | Added |
| Wealthquest Corp | 5,019 | $2.63M | 0.28% | −200−3.8% | Reduced |
| Kraft, Davis & Associates, LLC | 5,037 | $2.62M | 0.79% | +2,796+124.8% | Added |
| KFA Private Wealth Group, LLC | 5,013 | $2.62M | 0.81% | +345+7.4% | Added |
| Erickson Financial Group, LLC | 5,009 | $2.62M | 2.05% | −425−7.8% | Reduced |
| Patriot Investment Management Inc. | 5,005 | $2.62M | 0.21% | −100−2.0% | Reduced |
| Resurgent Financial Advisors LLC | 4,997 | $2.61M | 1.39% | +1,316+35.8% | Added |
| Sonata Capital Group Inc | 4,989 | $2.61M | 1.19% | +711+16.6% | Added |
| Asset Allocation & Management Company, LLC | 4,979 | $2.60M | 1.70% | −548−9.9% | Reduced |
| Cottage Street Advisors LLC | 4,976 | $2.60M | 1.58% | +394+8.6% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,969 | $2.60M | 0.43% | 00.0% | Unchanged |
| Shared Vision Wealth Group LLC | 4,964 | $2.60M | 1.62% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 4,953 | $2.59M | 1.28% | −4−0.1% | Reduced |
| SOA Wealth Advisors, LLC. | 4,940 | $2.58M | 0.54% | +25+0.5% | Added |
| Mathes Company, Inc. | 4,930 | $2.58M | 0.97% | −40−0.8% | Reduced |
| BHK Investment Advisors, LLC | 4,929 | $2.58M | 0.99% | +4,200+576.1% | Added |
| Lion Street Advisors, LLC | 5,416 | $2.57M | 1.05% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 4,915 | $2.57M | 1.13% | −374−7.1% | Reduced |
| Prelude Capital Management, LLC | 4,905 | $2.57M | 0.18% | +4,905 | New |
| WestEnd Advisors, LLC | 4,882 | $2.55M | 0.07% | −26,625−84.5% | Reduced |
| Horizon Investment Services, LLC | 4,877 | $2.55M | 1.25% | +212+4.5% | Added |
| Cutter & CO Brokerage, Inc. | 4,872 | $2.55M | 0.63% | +20+0.4% | Added |
| Integrity Wealth Solutions LLC | 4,840 | $2.54M | 1.66% | −19−0.4% | Reduced |
| Octavia Wealth Advisors, LLC | 4,838 | $2.54M | 0.38% | −297−5.8% | Reduced |
| GW&K Investment Management, LLC | 4,852 | $2.54M | 0.02% | −621−11.3% | Reduced |
| Private Wealth Group, LLC | 4,852 | $2.54M | 1.32% | 00.0% | Unchanged |
| Trust Point Inc. | 4,848 | $2.54M | 0.20% | −69−1.4% | Reduced |
| Sequent Asset Management, LLC | 4,836 | $2.53M | 1.34% | −598−11.0% | Reduced |
| Augustine Asset Management Inc | 4,822 | $2.52M | 1.05% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 4,818 | $2.52M | 0.82% | −10.0% | Reduced |
| Geometric Wealth Advisors | 4,818 | $2.52M | 0.60% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 4,807 | $2.51M | 0.25% | −33−0.7% | Reduced |
| Searle & Co. | 4,805 | $2.51M | 0.64% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 4,889 | $2.51M | 1.11% | −155−3.1% | Reduced |
| Community Financial Services Group, LLC | 4,798 | $2.51M | 0.57% | +4,798 | New |
| Noked Israel Ltd | 4,794 | $2.51M | 0.67% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 4,786 | $2.50M | 1.70% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 4,786 | $2.50M | 0.47% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 4,779 | $2.50M | 1.88% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 4,777 | $2.50M | 0.23% | −64−1.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,765 | $2.49M | 1.09% | −1,094−18.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,761 | $2.49M | 0.23% | +36+0.8% | Added |
| Cadinha & Co LLC | 4,759 | $2.49M | 0.43% | +10.0% | Added |
| Parkside Investments, LLC | 4,754 | $2.49M | 0.39% | −380−7.4% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 4,752 | $2.49M | 0.10% | 00.0% | Unchanged |
| EMC Capital Management | 4,800 | $2.48M | 1.49% | +3,700+336.4% | Added |
| Northside Capital Management, LLC | 4,740 | $2.48M | 0.44% | +11+0.2% | Added |
| Clarity Capital Advisors, LLC | 4,730 | $2.47M | 1.97% | +10+0.2% | Added |
| Essex Savings Bank | 5,202 | $2.47M | 0.72% | 00.0% | Unchanged |
| Rice Partnership, LLC | 4,715 | $2.47M | 0.58% | −79−1.6% | Reduced |
| James Investment Research Inc | 4,706 | $2.46M | 0.29% | +5+0.1% | Added |
| Cooper Financial Group | 4,699 | $2.46M | 0.40% | −624−11.7% | Reduced |
| ProVise Management Group, LLC | 4,696 | $2.46M | 0.21% | −181−3.7% | Reduced |
| Builder Investment Group Inc | 4,695 | $2.46M | 0.71% | +234+5.2% | Added |
| Etfidea, LLC | 4,695 | $2.46M | 0.84% | +2,214+89.2% | Added |
| XML Financial, LLC | 4,689 | $2.45M | 0.25% | +15+0.3% | Added |
| Chesapeake Asset Management LLC | 4,668 | $2.45M | 2.43% | −404−8.0% | Reduced |
| Noesis Capital Mangement Corp | 4,671 | $2.44M | 0.54% | −149−3.1% | Reduced |
| Coulter & Justus Financial Services, LLC | 4,671 | $2.44M | 0.54% | +4,671 | New |
| LMCG Investments, LLC | 4,661 | $2.44M | 0.14% | −22,628−82.9% | Reduced |
| Means Investment Co., Inc. | 4,656 | $2.44M | 0.32% | −396−7.8% | Reduced |
| SeaBridge Investment Advisors LLC | 4,655 | $2.43M | 0.64% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 4,650 | $2.43M | 1.20% | −100−2.1% | Reduced |
| Main Street Group, LTD | 4,659 | $2.43M | 1.06% | +52+1.1% | Added |
| Affinity Wealth Management LLC | 4,641 | $2.43M | 0.45% | −11−0.2% | Reduced |
| Saxony Capital Management, LLC | 4,639 | $2.43M | 2.93% | +26+0.6% | Added |
| Sage Advisory Services, Ltd.Co. | 4,635 | $2.42M | 0.66% | −1,380−22.9% | Reduced |
| Bull Street Advisors, LLC | 4,607 | $2.41M | 1.15% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 4,604 | $2.41M | 0.36% | +1,393+43.4% | Added |
| MV Capital Management, Inc. | 4,603 | $2.41M | 0.28% | −10.0% | Reduced |
| Cooper/Haims Advisors, LLC | 4,598 | $2.41M | 1.40% | −75−1.6% | Reduced |
| Quantum Private Wealth, LLC | 4,597 | $2.40M | 0.89% | +5+0.1% | Added |
| Miramar Fiduciary Corp | 4,580 | $2.40M | 1.75% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 4,579 | $2.40M | 1.12% | +3+0.1% | Added |
| Strata Wealth Advisors, LLC | 4,576 | $2.39M | 0.84% | +66+1.5% | Added |
| Brandywine Oak Private Wealth LLC | 4,574 | $2.39M | 0.25% | +10.0% | Added |
| Olistico Wealth, LLC | 4,563 | $2.39M | 1.72% | +206+4.7% | Added |