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 |
|---|---|---|---|---|---|
| Hutchinson Capital Management | 3,371 | $1.76M | 0.36% | −1,975−36.9% | Reduced |
| 360 Financial, Inc. | 3,371 | $1.76M | 0.69% | +20+0.6% | Added |
| Edgar Lomax Co | 3,368 | $1.76M | 0.11% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 3,367 | $1.76M | 0.93% | +1,722+104.7% | Added |
| NorthStar Asset Management LLC | 3,364 | $1.76M | 1.33% | −18−0.5% | Reduced |
| Exchange Capital Management, Inc. | 3,345 | $1.75M | 0.28% | −163−4.6% | Reduced |
| Garner Asset Management Corp | 3,340 | $1.75M | 0.89% | +454+15.7% | Added |
| White Knight Strategic Wealth Advisors, LLC | 3,339 | $1.75M | 1.81% | −266−7.4% | Reduced |
| Significant Wealth Partners LLC | 3,331 | $1.74M | 1.14% | +1,401+72.6% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,323 | $1.74M | 0.24% | +10.0% | Added |
| Family Asset Management, LLC | 3,317 | $1.74M | 1.09% | −12−0.4% | Reduced |
| 9258 Wealth Management, LLC | 3,303 | $1.73M | 0.27% | +221+7.2% | Added |
| Ascent Group, LLC | 3,302 | $1.73M | 0.15% | −30−0.9% | Reduced |
| Bright Financial Advisors, Inc. | 3,408 | $1.72M | 1.37% | +3,408 | New |
| Permanens Capital L.P. | 3,276 | $1.72M | 0.21% | −234−6.7% | Reduced |
| Optimist Retirement Group LLC | 3,285 | $1.72M | 0.88% | −1,276−28.0% | Reduced |
| Congress Park Capital LLC | 3,278 | $1.71M | 0.76% | −450−12.1% | Reduced |
| Widmann Financial Services, Inc. | 3,277 | $1.71M | 1.44% | −4−0.1% | Reduced |
| Halter Ferguson Financial Inc. | 3,268 | $1.71M | 1.33% | −36−1.1% | Reduced |
| Auour Investments LLC | 3,266 | $1.71M | 0.63% | +60+1.9% | Added |
| Cranbrook Wealth Management, LLC | 3,265 | $1.71M | 0.43% | −105−3.1% | Reduced |
| WealthShield Partners, LLC | 3,253 | $1.71M | 0.28% | −1,363−29.5% | Reduced |
| D. Scott Neal, Inc. | 3,252 | $1.71M | 1.12% | +659+25.4% | Added |
| Janney Capital Management LLC | 3,253 | $1.70M | 0.11% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 3,254 | $1.70M | 0.37% | −1,999−38.1% | Reduced |
| Cowa, LLC | 3,235 | $1.69M | 1.00% | −300−8.5% | Reduced |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 3,225 | $1.69M | 2.68% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 3,230 | $1.69M | 0.85% | +419+14.9% | Added |
| WESCAP Management Group, Inc. | 3,229 | $1.69M | 0.49% | +51+1.6% | Added |
| Randolph Co Inc | 3,223 | $1.69M | 0.21% | −4−0.1% | Reduced |
| CORDA Investment Management, LLC. | 3,215 | $1.68M | 0.13% | +472+17.2% | Added |
| Delta Asset Management LLC | 3,214 | $1.68M | 0.15% | +174+5.7% | Added |
| Eschler Asset Management LLP | 3,310 | $1.68M | 1.09% | −529−13.8% | Reduced |
| TFC Financial Management | 3,210 | $1.68M | 0.30% | −99−3.0% | Reduced |
| First PREMIER Bank | 3,209 | $1.68M | 0.44% | −380−10.6% | Reduced |
| Melfa Wealth Management, LLC | 3,197 | $1.67M | 1.21% | +3,197 | New |
| Chickasaw Capital Management LLC | 3,196 | $1.67M | 0.08% | −70−2.1% | Reduced |
| Congress Asset Management Co | 3,194 | $1.67M | 0.01% | −1,621−33.7% | Reduced |
| Powell Investment Advisors, LLC | 3,178 | $1.67M | 0.88% | +23+0.7% | Added |
| CFS Investment Advisory Services, LLC | 3,183 | $1.67M | 0.28% | −92−2.8% | Reduced |
| Wallace Advisory Group, LLC | 3,502 | $1.66M | 1.25% | 00.0% | Unchanged |
| Forte Capital LLC | 3,178 | $1.66M | 0.21% | +11+0.3% | Added |
| Cassady Schiller Wealth Management, LLC | 3,178 | $1.66M | 0.74% | +163+5.4% | Added |
| Sierra Summit Advisors LLC | 3,176 | $1.66M | 0.45% | +702+28.4% | Added |
| Beck Bode, LLC | 3,173 | $1.66M | 0.34% | −502−13.7% | Reduced |
| Eudaimonia Partners, LLC | 3,163 | $1.65M | 0.39% | +44+1.4% | Added |
| Wambolt & Associates, LLC | 3,164 | $1.65M | 0.49% | −138−4.2% | Reduced |
| Shaker Investments LLC | 3,152 | $1.65M | 0.70% | −2−0.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 3,142 | $1.65M | 0.12% | +10.0% | Added |
| High Probability Advisors, LLC | 3,148 | $1.65M | 0.31% | −133−4.1% | Reduced |
| Curbstone Financial Management Corp | 3,147 | $1.65M | 0.36% | +50+1.6% | Added |
| Michael B. Yongue | 3,143 | $1.64M | 1.44% | −86−2.7% | Reduced |
| Altus Wealth Management, LLC | 3,142 | $1.64M | 0.86% | −2−0.1% | Reduced |
| Equita Financial Network, Inc. | 3,136 | $1.64M | 0.74% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 3,123 | $1.63M | 0.32% | +534+20.6% | Added |
| Red Door Wealth Management, LLC | 3,122 | $1.63M | 0.31% | +376+13.7% | Added |
| Navellier & Associates Inc | 3,122 | $1.63M | 0.20% | +400+14.7% | Added |
| Fairview Capital Investment Management, LLC | 3,112 | $1.63M | 0.09% | −26−0.8% | Reduced |
| Fiduciary Family Office, LLC | 3,110 | $1.63M | 0.64% | −375−10.8% | Reduced |
| Prairie Sky Financial Group LLC | 3,101 | $1.62M | 0.97% | +133+4.5% | Added |
| Bill Few Associates, Inc. | 3,095 | $1.62M | 0.66% | −98−3.1% | Reduced |
| Maripau Wealth Management LLC | 3,069 | $1.61M | 1.20% | +355+13.1% | Added |
| Wealth Group Ltd | 3,079 | $1.60M | 0.49% | −128−4.0% | Reduced |
| CoreFirst Bank & Trust | 3,061 | $1.60M | 1.00% | 00.0% | Unchanged |
| TrueWealth Financial Partners | 3,059 | $1.60M | 1.12% | +3,059 | New |
| Koss-Olinger Consulting, LLC | 3,058 | $1.60M | 0.87% | −1,693−35.6% | Reduced |
| Ayrshire Capital Management LLC | 3,058 | $1.60M | 0.87% | −29−0.9% | Reduced |
| Richardson Financial Services Inc. | 2,989 | $1.60M | 1.13% | +939+45.8% | Added |
| Hanson & Doremus Investment Management | 3,046 | $1.59M | 0.27% | 00.0% | Unchanged |
| Parkside Advisors LLC | 3,033 | $1.59M | 0.41% | +165+5.8% | Added |
| Headlands Technologies LLC | 3,041 | $1.59M | 0.38% | +3,041 | New |
| MA Private Wealth | 3,040 | $1.59M | 0.32% | −116−3.7% | Reduced |
| River Wealth Advisors LLC | 3,035 | $1.59M | 0.23% | −42−1.4% | Reduced |
| Coombe, Bender & Co LLC | 3,030 | $1.59M | 0.96% | −116−3.7% | Reduced |
| Legacy Financial Group LLC | 3,020 | $1.58M | 0.32% | +3,020 | New |
| Violich Capital Management, Inc. | 3,015 | $1.58M | 0.23% | −93−3.0% | Reduced |
| Trillium Asset Management, LLC | 3,008 | $1.57M | 0.04% | −270−8.2% | Reduced |
| Chartwell Investment Partners, LLC | 3,003 | $1.57M | 0.05% | 00.0% | Unchanged |
| Meridian Financial, LLC | 3,003 | $1.57M | 1.17% | +9+0.3% | Added |
| Empire Financial Management Company, LLC | 3,002 | $1.57M | 0.52% | +916+43.9% | Added |
| HITE Hedge Asset Management LLC | 3,000 | $1.57M | 0.16% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 3,000 | $1.57M | 0.61% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 2,993 | $1.57M | 1.19% | −10.0% | Reduced |
| Investment Advisory Services Inc | 2,990 | $1.56M | 0.57% | −320−9.7% | Reduced |
| Main Street Research LLC | 2,974 | $1.56M | 0.11% | +174+6.2% | Added |
| Consolidated Portfolio Review Corp | 2,961 | $1.55M | 0.41% | −8,002−73.0% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 2,960 | $1.55M | 2.02% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 2,958 | $1.55M | 0.53% | +2,958 | New |
| Mattern Capital Management, LLC | 2,951 | $1.54M | 0.21% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 2,935 | $1.54M | 0.54% | −51−1.7% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 2,934 | $1.53M | 0.15% | 00.0% | Unchanged |
| Citizens & Northern Corp | 2,933 | $1.53M | 0.52% | −67−2.2% | Reduced |
| Lumbard & Kellner, LLC | 2,932 | $1.53M | 0.75% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 2,926 | $1.53M | 1.10% | +3+0.1% | Added |
| Teamwork Financial Advisors, LLC | 2,921 | $1.53M | 0.24% | −633−17.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,922 | $1.53M | 0.53% | −82−2.7% | Reduced |
| WMG Financial Advisors, LLC | 2,915 | $1.52M | 0.87% | +75+2.6% | Added |
| FourThought Financial Partners, LLC | 2,909 | $1.52M | 0.17% | −472−14.0% | Reduced |
| WealthBridge Investment Counsel Inc. | 2,892 | $1.51M | 0.56% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 2,885 | $1.51M | 0.93% | −17−0.6% | Reduced |