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 |
|---|---|---|---|---|---|
| Moss Adams Wealth Advisors LLC | 3,776 | $1.98M | 0.32% | −298−7.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,783 | $1.98M | 0.49% | +39+1.0% | Added |
| Hyman Charles D | 3,777 | $1.98M | 0.11% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 3,843 | $1.98M | 0.86% | −36−0.9% | Reduced |
| FMB Wealth Management | 3,775 | $1.97M | 1.58% | 00.0% | Unchanged |
| Orcam Financial Group | 3,765 | $1.97M | 2.16% | +3,238+614.4% | Added |
| Archford Capital Strategies, LLC | 3,761 | $1.97M | 0.33% | −42−1.1% | Reduced |
| Stoneridge Investment Partners LLC | 3,754 | $1.96M | 0.75% | +165+4.6% | Added |
| Droms Strauss Advisors Inc | 3,753 | $1.96M | 0.72% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3,751 | $1.96M | 1.07% | +20+0.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,746 | $1.96M | 0.80% | −170−4.3% | Reduced |
| Jackson Wealth Management, LLC | 3,742 | $1.96M | 0.24% | −388−9.4% | Reduced |
| WJ Wealth Management, LLC | 3,739 | $1.96M | 0.78% | +328+9.6% | Added |
| Index Fund Advisors, Inc. | 3,736 | $1.95M | 0.11% | +10+0.3% | Added |
| Synergy Financial Management, LLC | 3,734 | $1.95M | 0.33% | +10+0.3% | Added |
| Marshall Financial Group LLC | 3,733 | $1.95M | 0.56% | −414−10.0% | Reduced |
| Independent Wealth Network Inc. | 3,733 | $1.95M | 0.91% | −214−5.4% | Reduced |
| Falcon Wealth Planning | 3,730 | $1.95M | 0.31% | +74+2.0% | Added |
| QVT Financial LP | 3,728 | $1.95M | 0.18% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3,727 | $1.95M | 0.29% | −147−3.8% | Reduced |
| Blue Chip Partners, Inc. | 3,724 | $1.95M | 0.19% | +17+0.5% | Added |
| Silvia McColl Wealth Management, LLC | 3,785 | $1.95M | 1.67% | +110+3.0% | Added |
| Ransom Advisory, Ltd | 3,717 | $1.94M | 1.04% | +3,717 | New |
| Astoria Portfolio Advisors LLC. | 3,851 | $1.94M | 0.75% | −292−7.0% | Reduced |
| Jump Financial, LLC | 3,706 | $1.94M | 0.05% | −196,325−98.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 3,705 | $1.94M | 0.26% | +1,355+57.7% | Added |
| Modus Advisors, LLC | 3,703 | $1.94M | 0.72% | −807−17.9% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,702 | $1.94M | 0.13% | +1,292+53.6% | Added |
| American Planning Services, Inc. | 3,699 | $1.93M | 1.40% | −32−0.9% | Reduced |
| Foster & Motley Inc | 3,696 | $1.93M | 0.13% | +3,173+606.7% | Added |
| Capstone Financial Advisors, Inc. | 3,695 | $1.93M | 0.13% | +5+0.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,688 | $1.93M | 0.02% | −89−2.4% | Reduced |
| Confluence Wealth Services, Inc. | 3,688 | $1.93M | 0.17% | −392−9.6% | Reduced |
| Elequin Capital LP | 4,339 | $1.92M | 0.37% | +2,538+140.9% | Added |
| Guardian Asset Advisors, LLC | 3,664 | $1.92M | 1.59% | −3,528−49.1% | Reduced |
| First Commonwealth Financial Corp | 3,662 | $1.92M | 0.51% | +108+3.0% | Added |
| Forthright Family Wealth Advisory LLC | 3,655 | $1.91M | 1.28% | +3,655 | New |
| United Community Bank | 3,788 | $1.91M | 0.74% | +1,376+57.0% | Added |
| Denver Wealth Management, Inc. | 3,647 | $1.91M | 0.97% | −988−21.3% | Reduced |
| Logan Capital Management Inc | 3,643 | $1.91M | 0.08% | −7,491−67.3% | Reduced |
| Red Wave Investments LLC | 3,643 | $1.91M | 0.71% | +166+4.8% | Added |
| Ingalls & Snyder LLC | 3,638 | $1.90M | 0.08% | −410−10.1% | Reduced |
| TMD Wealth Management, LLC | 3,638 | $1.90M | 0.44% | −474−11.5% | Reduced |
| MontVue Capital Management, Inc. | 3,635 | $1.90M | 1.68% | −154−4.1% | Reduced |
| OneAscent Financial Services LLC | 3,634 | $1.90M | 0.21% | +140+4.0% | Added |
| ICW Investment Advisors LLC | 3,632 | $1.90M | 0.84% | +12+0.3% | Added |
| Weaver Consulting Group | 3,624 | $1.90M | 0.70% | −39−1.1% | Reduced |
| Next Capital Management LLC | 3,620 | $1.89M | 0.77% | +1,047+40.7% | Added |
| Wynn Capital, LLC | 3,619 | $1.89M | 1.46% | −37−1.0% | Reduced |
| United Advisor Group, LLC | 3,617 | $1.89M | 0.71% | +3,617 | New |
| Garrison Point Advisors, LLC | 3,615 | $1.89M | 1.22% | +415+13.0% | Added |
| BCS Wealth Management | 3,615 | $1.89M | 0.61% | +12+0.3% | Added |
| Iams Wealth Management, LLC | 3,717 | $1.88M | 1.15% | +2,496+204.4% | Added |
| Everpar Advisors LLC | 3,597 | $1.88M | 1.14% | −912−20.2% | Reduced |
| Sentry LLC | 3,594 | $1.88M | 0.35% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $1.88M | 0.33% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 3,591 | $1.88M | 0.43% | +52+1.5% | Added |
| Black Diamond Financial, LLC | 3,936 | $1.87M | 0.51% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 3,576 | $1.87M | 0.14% | −12−0.3% | Reduced |
| Safeguard Financial, LLC | 3,563 | $1.86M | 0.61% | −20−0.6% | Reduced |
| SignalPoint Asset Management, LLC | 3,647 | $1.86M | 0.51% | +355+10.8% | Added |
| Arbor Wealth Advisors LLC | 3,558 | $1.86M | 1.76% | 00.0% | Unchanged |
| Geneva Partners, LLC | 3,557 | $1.86M | 0.82% | −12−0.3% | Reduced |
| Wunderlich Capital Managemnt | 3,557 | $1.86M | 0.84% | −659−15.6% | Reduced |
| Canal Capital Management, LLC | 3,554 | $1.86M | 0.31% | −48−1.3% | Reduced |
| Greenfield Savings Bank | 3,547 | $1.86M | 0.98% | +257+7.8% | Added |
| Vestor Capital, LLC | 3,521 | $1.84M | 0.16% | −1,641−31.8% | Reduced |
| Whalerock Point Partners, LLC | 3,519 | $1.84M | 0.50% | +20+0.6% | Added |
| Invesco Ltd. | 3,519 | $1.84M | 0.00% | +1,190+51.1% | Added |
| Cherry Tree Wealth Management, LLC | 3,512 | $1.84M | 0.46% | 00.0% | Unchanged |
| Holistic Planning, LLC | 3,512 | $1.84M | 1.40% | −214−5.7% | Reduced |
| Legacy Private Trust Co. | 3,502 | $1.83M | 0.13% | +160+4.8% | Added |
| Wagner Wealth Management, LLC | 3,502 | $1.83M | 0.56% | −294−7.7% | Reduced |
| EHP Funds Inc. | 3,500 | $1.83M | 1.25% | +300+9.4% | Added |
| Smith, Salley & Associates | 3,491 | $1.83M | 0.14% | −27,665−88.8% | Reduced |
| GW Henssler & Associates Ltd | 3,484 | $1.82M | 0.11% | −4,574−56.8% | Reduced |
| PDS Planning, Inc | 3,482 | $1.82M | 0.19% | −42−1.2% | Reduced |
| Fernwood Investment Management, LLC | 182,995 | $1.82M | 0.53% | −14,957−7.6% | Reduced |
| Manchester Financial Inc | 3,471 | $1.82M | 0.47% | −370−9.6% | Reduced |
| WealthPLAN Partners, LLC | 3,465 | $1.81M | 0.19% | −602−14.8% | Reduced |
| Campbell Wealth Management | 3,443 | $1.80M | 0.18% | −4,183−54.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 3,440 | $1.80M | 0.51% | +10.0% | Added |
| Summit Asset Management, LLC | 3,439 | $1.80M | 0.39% | −89−2.5% | Reduced |
| Claret Asset Management Corp | 3,437 | $1.80M | 0.30% | −235−6.4% | Reduced |
| Lantern Wealth Advisors, LLC | 3,436 | $1.80M | 1.26% | +182+5.6% | Added |
| Priebe Wealth Holdings LLC | 3,432 | $1.80M | 1.40% | −10−0.3% | Reduced |
| Culbertson A N & Co Inc | 3,428 | $1.79M | 0.31% | −17−0.5% | Reduced |
| Russell Investments Group, Ltd. | 3,427 | $1.79M | 0.00% | −1,775−34.1% | Reduced |
| American Capital Advisory, LLC | 4,368 | $1.79M | 1.56% | +402+10.1% | Added |
| Walden Wealth Partners LLC | 3,482 | $1.79M | 1.04% | +10.0% | Added |
| Clearwater Capital Advisors, LLC | 3,410 | $1.78M | 0.19% | −43−1.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,405 | $1.78M | 0.55% | −870−20.4% | Reduced |
| Checchi Capital Advisers, LLC | 3,403 | $1.78M | 0.14% | +215+6.7% | Added |
| Arbor Investment Advisors, LLC | 3,394 | $1.78M | 0.26% | +2,248+196.2% | Added |
| Sage Advisors, LLC | 3,393 | $1.77M | 1.58% | +1,376+68.2% | Added |
| McKinley Carter Wealth Services, Inc. | 3,387 | $1.77M | 0.12% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 3,386 | $1.77M | 0.62% | +365+12.1% | Added |
| Stonebridge Capital Advisors LLC | 3,381 | $1.77M | 0.16% | −253−7.0% | Reduced |
| Facet Wealth, Inc. | 3,423 | $1.77M | 0.06% | −21−0.6% | Reduced |
| XTX Topco Ltd | 3,372 | $1.76M | 0.24% | +3,372 | New |