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 |
|---|---|---|---|---|---|
| Mandatum Life Insurance Co Ltd | 2,885 | $1.51M | 0.50% | 00.0% | Unchanged |
| Whitaker-Myers Wealth Managers, LTD. | 2,884 | $1.51M | 0.64% | +569+24.6% | Added |
| Birch Hill Investment Advisors LLC | 2,882 | $1.51M | 0.07% | +30+1.1% | Added |
| Front Row Advisors LLC | 2,871 | $1.51M | 0.56% | −226−7.3% | Reduced |
| Frisch Financial Group, Inc. | 2,879 | $1.51M | 0.50% | +5+0.2% | Added |
| Register Financial Advisors LLC | 2,871 | $1.50M | 0.78% | +10.0% | Added |
| LaFleur & Godfrey LLC | 2,867 | $1.50M | 0.22% | −820−22.2% | Reduced |
| Convergence Financial, LLC | 2,867 | $1.50M | 0.62% | −2,897−50.3% | Reduced |
| Caitlin John, LLC | 2,864 | $1.50M | 1.14% | −5,343−65.1% | Reduced |
| Ulland Investment Advisors, LLC | 2,860 | $1.50M | 1.19% | −16−0.6% | Reduced |
| EPG Wealth Management LLC | 2,860 | $1.50M | 0.37% | −52−1.8% | Reduced |
| Roof Eidam & Maycock | 2,836 | $1.48M | 0.41% | +3+0.1% | Added |
| Richard W. Paul & Associates, LLC | 2,819 | $1.47M | 0.59% | −350−11.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,819 | $1.47M | 0.51% | −20−0.7% | Reduced |
| Fermata Advisors, LLC | 2,802 | $1.47M | 0.33% | −136−4.6% | Reduced |
| Heritage Financial Services, LLC | 2,794 | $1.46M | 0.22% | −125−4.3% | Reduced |
| JNBA Financial Advisors | 2,791 | $1.46M | 0.15% | +632+29.3% | Added |
| Valtinson Bruner Financial Planning LLC | 2,786 | $1.46M | 0.62% | −111−3.8% | Reduced |
| Cambridge Financial Group, LLC | 2,783 | $1.46M | 0.69% | +5+0.2% | Added |
| Philadelphia Trust Co | 2,783 | $1.46M | 0.12% | −609−18.0% | Reduced |
| Gordian Advisors LLC | 2,780 | $1.45M | 1.34% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 2,780 | $1.45M | 0.20% | −32−1.1% | Reduced |
| Centurion Wealth Management LLC | 2,773 | $1.45M | 0.57% | −571−17.1% | Reduced |
| Goodman Financial Corp | 2,771 | $1.45M | 0.33% | −289−9.4% | Reduced |
| Old Port Advisors | 2,770 | $1.45M | 0.44% | −21−0.8% | Reduced |
| Sutton Place Investors LLC | 2,768 | $1.45M | 0.72% | +59+2.2% | Added |
| Palouse Capital Management, Inc. | 2,767 | $1.45M | 0.96% | −363−11.6% | Reduced |
| Staley Capital Advisers Inc | 2,753 | $1.44M | 0.07% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 2,753 | $1.44M | 0.42% | +9+0.3% | Added |
| Meyer Handelman Co | 2,750 | $1.44M | 0.05% | +2,750 | New |
| Capital CS Group, LLC | 2,749 | $1.44M | 1.44% | +494+21.9% | Added |
| CNB Bank | 2,729 | $1.43M | 0.70% | +122+4.7% | Added |
| Exchange Bank | 2,718 | $1.42M | 1.17% | +708+35.2% | Added |
| BlackDiamond Wealth Management Inc. | 2,712 | $1.42M | 1.01% | −44−1.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,704 | $1.41M | 0.52% | −22−0.8% | Reduced |
| Laurel Wealth Planning LLC | 2,699 | $1.41M | 0.94% | −192−6.6% | Reduced |
| DGS Capital Management, LLC | 2,699 | $1.41M | 0.40% | +1,774+191.8% | Added |
| Private Capital Advisors, Inc. | 2,697 | $1.41M | 0.18% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 2,694 | $1.41M | 0.83% | −11−0.4% | Reduced |
| Sterling Financial Planning, Inc. | 2,694 | $1.41M | 0.57% | −40−1.5% | Reduced |
| Riverstone Advisors, LLC | 2,689 | $1.41M | 0.84% | +200+8.0% | Added |
| Capital Planning Advisors, LLC | 2,688 | $1.41M | 0.25% | −330−10.9% | Reduced |
| Fortem Financial Group, LLC | 2,682 | $1.40M | 0.62% | −875−24.6% | Reduced |
| Chemistry Wealth Management LLC | 2,682 | $1.40M | 0.38% | +196+7.9% | Added |
| Liberty Capital Management, Inc. | 2,674 | $1.40M | 0.34% | −168−5.9% | Reduced |
| Financial Council Asset Management Inc | 2,670 | $1.40M | 0.83% | +40+1.5% | Added |
| American Capital Management Inc | 2,666 | $1.39M | 0.04% | 00.0% | Unchanged |
| Cambridge Capital Management, LLC | 2,666 | $1.39M | 1.09% | 00.0% | Unchanged |
| Aire Advisors, LLC | 2,660 | $1.39M | 0.31% | +228+9.4% | Added |
| Capital Investment Counsel, LLC | 2,665 | $1.39M | 0.30% | +1,022+62.2% | Added |
| Wallace Capital Management Inc. | 2,664 | $1.39M | 0.19% | +178+7.2% | Added |
| Girard Partners Ltd. | 2,662 | $1.39M | 0.13% | −14−0.5% | Reduced |
| Secure Asset Management, LLC | 2,662 | $1.39M | 0.33% | +840+46.1% | Added |
| Core Wealth Advisors, Inc. | 2,655 | $1.39M | 0.47% | +42+1.6% | Added |
| LVW Advisors, LLC | 2,648 | $1.39M | 0.23% | −38−1.4% | Reduced |
| Landmark Wealth Management, Inc. | 2,647 | $1.38M | 14.25% | −270−9.3% | Reduced |
| First Personal Financial Services | 2,646 | $1.38M | 0.32% | −799−23.2% | Reduced |
| Chilton Investment Co LLC | 2,646 | $1.38M | 0.04% | +104+4.1% | Added |
| Proathlete Wealth Management LLC | 2,644 | $1.38M | 0.74% | −320−10.8% | Reduced |
| Palo Alto Wealth Advisors, LLC | 2,635 | $1.38M | 0.97% | −35−1.3% | Reduced |
| Suncoast Equity Management | 2,639 | $1.38M | 0.16% | −519−16.4% | Reduced |
| SS&H Financial Advisors, Inc. | 2,640 | $1.38M | 0.57% | 00.0% | Unchanged |
| Papp L Roy & Associates | 2,635 | $1.38M | 0.16% | +7+0.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,627 | $1.37M | 0.17% | +33+1.3% | Added |
| Sound Income Strategies, LLC | 2,627 | $1.37M | 0.10% | −1,582−37.6% | Reduced |
| Triangle Securities Wealth Management | 2,626 | $1.37M | 0.39% | −306−10.4% | Reduced |
| Lazari Capital Management, Inc. | 2,622 | $1.37M | 0.74% | −133−4.8% | Reduced |
| Legacy Financial Advisors, Inc. | 2,615 | $1.37M | 0.24% | +87+3.4% | Added |
| Old Mission Investment Co LLC | 2,608 | $1.36M | 0.45% | +4+0.2% | Added |
| Mountain Pacific Investment Advisers Inc | 2,607 | $1.36M | 0.08% | +482+22.7% | Added |
| Resources Management Corp | 2,602 | $1.36M | 0.20% | −3−0.1% | Reduced |
| Rakuten Securities, Inc. | 2,599 | $1.36M | 0.60% | +345+15.3% | Added |
| MBA Advisors LLC | 2,599 | $1.36M | 0.70% | −96−3.6% | Reduced |
| Clarity Capital Partners LLC | 2,596 | $1.36M | 0.89% | +263+11.3% | Added |
| Summit X, LLC | 2,589 | $1.36M | 0.35% | +748+40.6% | Added |
| Oarsman Capital, Inc. | 2,589 | $1.35M | 0.32% | +48+1.9% | Added |
| Triton Wealth Management, PLLC | 2,681 | $1.35M | 0.94% | −23−0.9% | Reduced |
| Friedenthal Financial | 2,586 | $1.35M | 0.83% | +148+6.1% | Added |
| Retirement Guys Formula LLC | 2,583 | $1.35M | 0.66% | −491−16.0% | Reduced |
| Monterey Private Wealth, Inc. | 2,582 | $1.35M | 0.54% | +8+0.3% | Added |
| Narus Financial Partners, LLC | 2,581 | $1.35M | 0.58% | −195−7.0% | Reduced |
| Canoe Financial LP | 15,440 | $1.35M | 0.02% | +9,090+143.1% | Added |
| Consilium Wealth Advisory, LLC | 2,575 | $1.35M | 0.76% | −6−0.2% | Reduced |
| Occidental Asset Management, LLC | 2,570 | $1.34M | 0.25% | +415+19.3% | Added |
| Green Square Capital Advisors LLC | 2,560 | $1.34M | 0.18% | −654−20.3% | Reduced |
| Southeast Asset Advisors Inc. | 2,557 | $1.34M | 0.16% | +2+0.1% | Added |
| RiverGlades Family Offices LLC | 2,571 | $1.34M | 1.07% | −199−7.2% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 2,538 | $1.33M | 0.57% | −40−1.6% | Reduced |
| Affinity Capital Advisors, LLC | 2,542 | $1.33M | 0.30% | +373+17.2% | Added |
| Oak Harvest Investment Services | 2,539 | $1.33M | 0.22% | +389+18.1% | Added |
| Upper Left Wealth Management, LLC | 2,534 | $1.33M | 1.23% | −179−6.6% | Reduced |
| Grant/GrossMendelsohn, LLC | 2,545 | $1.32M | 0.62% | +54+2.2% | Added |
| Fulton Bank, N.A. | 2,505 | $1.31M | 0.05% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 2,504 | $1.31M | 1.19% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,500 | $1.31M | 1.05% | 00.0% | Unchanged |
| State Farm Mutual Automobile Insurance Co | 2,500 | $1.31M | 0.00% | 00.0% | Unchanged |
| Skaana Management L.P. | 2,500 | $1.31M | 0.36% | +2,500 | New |
| Matthew Goff Investment Advisor, LLC | 2,490 | $1.30M | 0.26% | +30+1.2% | Added |
| Letko, Brosseau & Associates Inc | 2,490 | $1.30M | 0.02% | +770+44.8% | Added |
| Dearborn Partners LLC | 2,490 | $1.30M | 0.06% | −2,072−45.4% | Reduced |