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 |
|---|---|---|---|---|---|
| Paces Ferry Wealth Advisors, LLC | 4,563 | $2.39M | 1.53% | −263−5.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,561 | $2.39M | 0.05% | +634+16.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,549 | $2.38M | 0.55% | −80−1.7% | Reduced |
| Evensky & Katz LLC | 4,518 | $2.36M | 0.17% | −46−1.0% | Reduced |
| Red Lighthouse Investment Management, LLC | 4,505 | $2.36M | 0.95% | 00.0% | Unchanged |
| Parker Financial LLC | 4,504 | $2.36M | 1.34% | −1,559−25.7% | Reduced |
| Financial Network Wealth Management LLC | 4,543 | $2.35M | 1.11% | −355−7.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,482 | $2.34M | 0.63% | −282−5.9% | Reduced |
| Maxwell Wealth Strategies Inc. | 4,483 | $2.34M | 1.19% | +1,007+29.0% | Added |
| TNF LLC | 4,634 | $2.34M | 0.93% | −106−2.2% | Reduced |
| Brand Asset Management Group, Inc. | 4,474 | $2.34M | 1.01% | −67−1.5% | Reduced |
| EdgeRock Capital LLC | 4,450 | $2.33M | 1.86% | −140−3.1% | Reduced |
| Clarkston Capital Partners, LLC | 4,462 | $2.33M | 0.04% | +93+2.1% | Added |
| Amussen Hunsaker Associates LLC | 4,465 | $2.33M | 0.42% | −660−12.9% | Reduced |
| Aull & Monroe Investment Management Corp | 4,445 | $2.33M | 1.06% | −16−0.4% | Reduced |
| Merriman Wealth Management, LLC | 4,437 | $2.32M | 0.10% | +944+27.0% | Added |
| Cooksen Wealth, LLC | 4,443 | $2.32M | 2.42% | +12+0.3% | Added |
| Pin Oak Investment Advisors Inc | 4,436 | $2.32M | 2.23% | +253+6.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,424 | $2.31M | 0.37% | −955−17.8% | Reduced |
| MPS Loria Financial Planners, LLC | 4,420 | $2.31M | 0.78% | −49−1.1% | Reduced |
| ABLE Financial Group, LLC | 4,413 | $2.31M | 0.91% | −20.0% | Reduced |
| Clayton Financial Group LLC | 4,410 | $2.31M | 1.05% | +4,410 | New |
| Eagle Wealth Strategies LLC | 4,413 | $2.30M | 1.87% | −321−6.8% | Reduced |
| Beaumont Financial Advisors, LLC | 4,391 | $2.30M | 0.19% | −846−16.2% | Reduced |
| White Lighthouse Investment Management Inc. | 4,389 | $2.30M | 0.47% | −33−0.7% | Reduced |
| Coyle Financial Counsel LLC | 4,379 | $2.29M | 0.82% | −323−6.9% | Reduced |
| Sharper & Granite LLC | 4,400 | $2.28M | 1.10% | +130+3.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,329 | $2.27M | 0.81% | +220+5.4% | Added |
| Morton Capital Management LLC | 4,335 | $2.27M | 0.61% | −246−5.4% | Reduced |
| Toth Financial Advisory Corp | 4,312 | $2.26M | 0.28% | −481−10.0% | Reduced |
| Nottingham Advisors, Inc. | 4,291 | $2.24M | 0.27% | −314−6.8% | Reduced |
| Insight Wealth Strategies, LLC | 4,288 | $2.24M | 0.33% | +468+12.3% | Added |
| Interchange Capital Partners, LLC | 4,349 | $2.24M | 1.51% | −499−10.3% | Reduced |
| Sawgrass Asset Management LLC | 4,286 | $2.24M | 0.25% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 4,262 | $2.23M | 0.57% | −154−3.5% | Reduced |
| Roffman Miller Associates Inc | 4,253 | $2.22M | 0.15% | −200−4.5% | Reduced |
| Sheets Smith Wealth Management | 4,247 | $2.22M | 0.25% | +10.0% | Added |
| Signet Financial Management, LLC | 4,246 | $2.22M | 0.31% | −579−12.0% | Reduced |
| Hall Laurie J Trustee | 4,242 | $2.22M | 0.78% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 4,231 | $2.21M | 1.21% | −2,451−36.7% | Reduced |
| Vaughan David Investments LLC | 4,227 | $2.21M | 0.05% | +711+20.2% | Added |
| Allred Capital Management, LLC | 4,212 | $2.20M | 0.86% | −640−13.2% | Reduced |
| Curran Financial Partners, LLC | 4,211 | $2.20M | 0.77% | −126−2.9% | Reduced |
| Trail Ridge Investment Advisors, LLC | 4,190 | $2.19M | 1.24% | −396−8.6% | Reduced |
| Peninsula Asset Management Inc | 4,179 | $2.19M | 1.17% | −75−1.8% | Reduced |
| Sanders Morris Harris LLC | 4,170 | $2.18M | 0.41% | −9,796−70.1% | Reduced |
| OMNI 360 Wealth, Inc. | 4,150 | $2.17M | 1.79% | −8−0.2% | Reduced |
| Bangor Savings Bank | 4,144 | $2.17M | 0.22% | −22−0.5% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 4,139 | $2.16M | 0.42% | −86−2.0% | Reduced |
| Correct Capital Wealth Management | 4,135 | $2.16M | 0.50% | −760−15.5% | Reduced |
| Sharkey, Howes & Javer | 4,132 | $2.16M | 0.35% | +39+1.0% | Added |
| Spotlight Asset Group, Inc. | 4,112 | $2.15M | 1.54% | 00.0% | Unchanged |
| HC Advisors, LLC | 4,097 | $2.14M | 1.02% | +781+23.6% | Added |
| General Partner, Inc. | 4,088 | $2.14M | 1.34% | +4,088 | New |
| Tufton Capital Management | 4,083 | $2.14M | 0.42% | −5−0.1% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 4,080 | $2.13M | 0.28% | −1,693−29.3% | Reduced |
| Northstar Group, Inc. | 4,071 | $2.13M | 0.42% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 4,065 | $2.13M | 0.04% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 4,060 | $2.12M | 0.39% | −41−1.0% | Reduced |
| Stone Point Wealth LLC | 4,057 | $2.12M | 0.74% | +50+1.2% | Added |
| City State Bank | 4,051 | $2.12M | 0.94% | −16−0.4% | Reduced |
| Davidson Trust Co | 4,049 | $2.12M | 1.23% | 00.0% | Unchanged |
| Abound Wealth Management | 4,046 | $2.12M | 0.81% | +21+0.5% | Added |
| Grandfield & Dodd, LLC | 4,045 | $2.12M | 0.13% | +48+1.2% | Added |
| Hilltop National Bank | 4,045 | $2.12M | 0.72% | +4,045 | New |
| Silver Oak Securities, Inc | 4,043 | $2.11M | 0.32% | −9,539−70.2% | Reduced |
| LGT Financial Advisors LLC | 4,036 | $2.11M | 2.45% | +13+0.3% | Added |
| Country Trust Bank | 4,035 | $2.11M | 0.05% | −281−6.5% | Reduced |
| Van Leeuwen & Company, LLC | 4,034 | $2.11M | 1.07% | −66−1.6% | Reduced |
| Formidable Asset Management, LLC | 4,027 | $2.11M | 0.34% | −100−2.4% | Reduced |
| RTD Financial Advisors, Inc. | 4,016 | $2.10M | 0.28% | −12−0.3% | Reduced |
| Cambridge Advisors Inc. | 4,015 | $2.10M | 0.50% | +167+4.3% | Added |
| Tradition Wealth Management, LLC | 4,015 | $2.10M | 0.21% | +502+14.3% | Added |
| Team Hewins, LLC | 3,991 | $2.09M | 0.84% | +60+1.5% | Added |
| Headinvest, LLC | 3,994 | $2.09M | 0.41% | +7+0.2% | Added |
| Summit Global Investments | 3,989 | $2.09M | 0.16% | −168−4.0% | Reduced |
| Northeast Investment Management | 3,986 | $2.08M | 0.10% | +11+0.3% | Added |
| Roberts Wealth Advisors, LLC | 4,118 | $2.08M | 0.78% | +4,118 | New |
| Peoples Bank | 3,961 | $2.07M | 1.62% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 4,355 | $2.07M | 1.16% | −8−0.2% | Reduced |
| CCG Wealth Management, LLC | 3,939 | $2.06M | 1.24% | +5+0.1% | Added |
| Oxbow Advisors, LLC | 3,935 | $2.06M | 0.28% | −73−1.8% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 3,926 | $2.05M | 0.84% | −3−0.1% | Reduced |
| Sculati Wealth Management, LLC | 3,922 | $2.05M | 0.88% | −26−0.7% | Reduced |
| CFO4Life Group, LLC | 3,915 | $2.05M | 0.37% | +1,972+101.5% | Added |
| ML & R Wealth Management LLC | 3,911 | $2.05M | 0.47% | −1,481−27.5% | Reduced |
| McCarthy & Cox | 3,901 | $2.04M | 0.77% | +3,901 | New |
| Spring Capital Management, LLC | 3,900 | $2.04M | 1.54% | −935−19.3% | Reduced |
| Sterling Investment Counsel, LLC | 3,897 | $2.04M | 0.94% | −24−0.6% | Reduced |
| Agate Pass Investment Management, LLC | 3,880 | $2.03M | 1.09% | +368+10.5% | Added |
| Lokken Investment Group LLC | 3,868 | $2.02M | 1.01% | +242+6.7% | Added |
| Mount Yale Investment Advisors, LLC | 3,843 | $2.01M | 0.15% | +323+9.2% | Added |
| Barr E S & Co | 3,833 | $2.00M | 0.13% | +50+1.3% | Added |
| Wexford Capital LP | 3,830 | $2.00M | 0.41% | +1,234+47.5% | Added |
| JSF Financial, LLC | 3,830 | $2.00M | 0.63% | +113+3.0% | Added |
| McDaniel Terry & Co | 3,816 | $2.00M | 0.18% | 00.0% | Unchanged |
| SP Asset Management LLC | 3,798 | $1.99M | 0.18% | +89+2.4% | Added |
| Traphagen Investment Advisors LLC | 3,797 | $1.99M | 0.21% | +77+2.1% | Added |
| Bank of Nova Scotia Trust Co | 3,795 | $1.99M | 0.21% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 3,788 | $1.98M | 1.30% | −66−1.7% | Reduced |