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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Financial Advisory Group | 122,238 | $63.9M | 11.28% | −4,005−3.2% | Reduced |
| SlateStone Wealth, LLC | 121,823 | $63.7M | 6.40% | −4,307−3.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 121,758 | $63.7M | 1.73% | −3,889−3.1% | Reduced |
| Total Investment Management Inc | 121,193 | $63.4M | 7.97% | −2,993−2.4% | Reduced |
| Johnson Investment Counsel Inc | 120,727 | $63.1M | 0.69% | +5,884+5.1% | Added |
| Dynasty Wealth Management, LLC | 118,864 | $62.2M | 1.98% | +118,864 | New |
| Kennicott Capital Management LLC | 118,100 | $61.8M | 27.33% | −273−0.2% | Reduced |
| Capasso Planning Partners LLC | 118,055 | $61.8M | 25.58% | +16,607+16.4% | Added |
| Westshore Wealth, LLC | 117,685 | $61.6M | 25.59% | +1,197+1.0% | Added |
| Keel Point, LLC | 117,525 | $61.5M | 6.36% | −22,459−16.0% | Reduced |
| First Western Trust Bank | 117,460 | $61.4M | 2.80% | −463−0.4% | Reduced |
| Warren Averett Asset Management, LLC | 117,449 | $61.4M | 1.45% | +69,092+142.9% | Added |
| Berkeley Capital Partners, LLC | 116,906 | $61.2M | 18.64% | −1,908−1.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 116,893 | $61.1M | 0.20% | +823+0.7% | Added |
| Polar Asset Management Partners Inc. | 115,700 | $60.5M | 1.62% | +105,900+1,080.6% | Added |
| Palo DS Manager LLC | 115,549 | $60.4M | 31.54% | +115,549 | New |
| Global Retirement Partners, LLC | 115,096 | $60.2M | 2.25% | +6,701+6.2% | Added |
| Consolidated Investment Group LLC | 115,070 | $60.2M | 9.74% | 00.0% | Unchanged |
| Busey Wealth Management | 114,960 | $60.1M | 2.13% | +5,422+4.9% | Added |
| Hobart Private Capital, LLC | 114,017 | $59.6M | 18.19% | −10,927−8.7% | Reduced |
| Strategic Wealth Partners Group LLC | 113,297 | $59.4M | 6.56% | −735−0.6% | Reduced |
| Wealthfront Advisers LLC | 113,082 | $59.1M | 0.21% | +34,370+43.7% | Added |
| Financial Counselors Inc | 112,887 | $59.0M | 0.99% | −45,861−28.9% | Reduced |
| Sandy Spring Bank | 112,505 | $58.8M | 2.68% | −203−0.2% | Reduced |
| Bank Hapoalim BM | 112,367 | $58.8M | 7.61% | −119,562−51.6% | Reduced |
| Flow Traders U.S. LLC | 112,218 | $58.7M | 3.14% | −1,156,277−91.2% | Reduced |
| LGL Partners, LLC | 111,738 | $58.4M | 9.79% | −110.0% | Reduced |
| Partners Capital Investment Group, LLP | 111,734 | $58.4M | 1.58% | −114,999−50.7% | Reduced |
| DeepCurrents Investment Group LLC | 111,704 | $58.4M | 2.41% | +32,983+41.9% | Added |
| Allen Investment Management LLC | 111,407 | $58.3M | 0.73% | +6,552+6.2% | Added |
| Proffitt & Goodson Inc | 111,322 | $58.2M | 10.34% | −4,661−4.0% | Reduced |
| Venture Visionary Partners LLC | 111,302 | $58.2M | 2.76% | −279−0.3% | Reduced |
| Marex Group plc | 110,900 | $58.0M | 1.89% | −59,452−34.9% | Reduced |
| Activest Wealth Management | 110,781 | $57.9M | 27.91% | +2,589+2.4% | Added |
| Capital Advisors Inc | 109,345 | $57.2M | 1.23% | −248,157−69.4% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 109,000 | $57.0M | 13.47% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 108,346 | $56.8M | 1.56% | −378,507−77.7% | Reduced |
| Joel Isaacson & Co., LLC | 108,349 | $56.7M | 3.11% | +2,185+2.1% | Added |
| Becker Capital Management Inc | 107,980 | $56.7M | 1.95% | +5,863+5.7% | Added |
| Heritage Wealth Advisors | 107,589 | $56.3M | 2.57% | +1,385+1.3% | Added |
| Geneos Wealth Management Inc. | 106,630 | $55.8M | 2.55% | −10,494−9.0% | Reduced |
| Industrial Alliance Investment Management Inc. | 105,882 | $55.4M | 39.87% | −3,430−3.1% | Reduced |
| State of Wisconsin Investment Board | 105,511 | $55.2M | 0.15% | −3,189−2.9% | Reduced |
| Clear Street Markets LLC | 105,148 | $55.0M | 25.16% | +55,748+112.9% | Added |
| Legacy Wealth Management, LLC | 104,974 | $54.9M | 24.75% | −705−0.7% | Reduced |
| Berkshire Bank | 104,731 | $54.8M | 13.61% | −2,362−2.2% | Reduced |
| Granby Capital Management, LLC | 104,500 | $54.7M | 26.69% | +49,500+90.0% | Added |
| Allspring Global Investments Holdings, LLC | 104,454 | $54.6M | 0.09% | −37,751−26.5% | Reduced |
| Wallace Hart LLC | 104,408 | $54.6M | 45.61% | +104,408 | New |
| Westwood Holdings Group Inc. | 104,237 | $54.5M | 0.43% | +88,156+548.2% | Added |
| Graypoint LLC | 104,089 | $54.4M | 3.93% | −2,511−2.4% | Reduced |
| IFG Advisors, LLC | 103,791 | $54.3M | 14.05% | +11,400+12.3% | Added |
| Global Endowment Management, LP | 103,760 | $54.3M | 5.65% | 00.0% | Unchanged |
| Dean, Jacobson Financial Services, LLC | 103,024 | $53.9M | 43.65% | −887−0.9% | Reduced |
| Archetype Wealth Partners | 103,009 | $53.9M | 8.98% | −2,841−2.7% | Reduced |
| Select Asset Management & Trust | 102,349 | $53.5M | 22.25% | +6,964+7.3% | Added |
| Q Global Advisors, LLC | 102,294 | $53.5M | 20.29% | +102,294 | New |
| Regions Financial Corp | 102,244 | $53.5M | 0.41% | +1,047+1.0% | Added |
| Sentinel Pension Advisors Inc | 101,628 | $53.2M | 11.37% | +8,546+9.2% | Added |
| J.W. Cole Advisors, Inc. | 101,453 | $53.1M | 2.68% | +1,320+1.3% | Added |
| Novare Capital Management LLC | 100,619 | $52.6M | 4.76% | +8,805+9.6% | Added |
| Connors Investor Services Inc | 100,618 | $52.6M | 5.55% | −4,148−4.0% | Reduced |
| Ardsley Advisory Partners LP | 100,000 | $52.3M | 7.51% | +100,000 | New |
| Pinkerton Retirement Specialists, LLC | 99,526 | $52.1M | 8.37% | +5,559+5.9% | Added |
| Greenleaf Trust | 99,300 | $51.9M | 0.48% | +957+1.0% | Added |
| Prospera Financial Services Inc | 99,080 | $51.8M | 1.54% | +19,810+25.0% | Added |
| Omers Administration Corp | 98,735 | $51.6M | 0.59% | −5,500−5.3% | Reduced |
| Financial Services Advisory Inc | 98,292 | $51.4M | 12.79% | +12,436+14.5% | Added |
| RSM US Wealth Management LLC | 98,083 | $51.3M | 1.32% | −2,365−2.4% | Reduced |
| Haverford Trust Co | 97,185 | $50.8M | 0.53% | −3,403−3.4% | Reduced |
| Public Sector Pension Investment Board | 96,984 | $50.7M | 0.37% | −68,249−41.3% | Reduced |
| Choate Investment Advisors | 96,372 | $50.4M | 1.36% | +15,266+18.8% | Added |
| Sigma Planning Corp | 95,818 | $50.1M | 1.58% | +54,609+132.5% | Added |
| NTV Asset Management LLC | 95,752 | $50.1M | 7.63% | −1,646−1.7% | Reduced |
| United Capital Financial Advisers, LLC | 95,725 | $50.1M | 0.41% | +957+1.0% | Added |
| First Financial Bank - Trust Division | 95,304 | $49.9M | 4.79% | +31,887+50.3% | Added |
| Gladstone Institutional Advisory LLC | 94,986 | $49.7M | 2.73% | −10,387−9.9% | Reduced |
| Crewe Advisors LLC | 94,408 | $49.4M | 5.75% | +260+0.3% | Added |
| German American Bancorp, Inc. | 93,919 | $49.1M | 5.91% | −202−0.2% | Reduced |
| Greenhouse Wealth Management, LLC | 93,753 | $49.0M | 36.75% | −2,544−2.6% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 93,630 | $49.0M | 10.07% | +2,708+3.0% | Added |
| Advisory Services Network, LLC | 93,308 | $48.8M | 1.08% | −10,142−9.8% | Reduced |
| Belpointe Asset Management LLC | 93,243 | $48.8M | 3.65% | −34,015−26.7% | Reduced |
| Savant Capital, LLC | 93,215 | $48.8M | 0.56% | +693+0.7% | Added |
| Natixis Advisors, L.P. | 93,091 | $48.7M | 0.11% | +27,488+41.9% | Added |
| Adviser Investments LLC | 93,020 | $48.7M | 0.65% | +5,530+6.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 92,961 | $48.6M | 1.51% | −1,208−1.3% | Reduced |
| Vanguard Group Inc | 92,955 | $48.6M | 0.00% | +1,291+1.4% | Added |
| Woodard & Co Asset Management Group Inc | 92,791 | $48.5M | 12.96% | −3,531−3.7% | Reduced |
| Cynosure Management, LLC | 92,574 | $48.4M | 8.70% | −2,317−2.4% | Reduced |
| Oppenheimer & Co Inc | 92,543 | $48.4M | 0.80% | +14,581+18.7% | Added |
| Simmons Bank | 92,113 | $48.2M | 3.62% | −4,821−5.0% | Reduced |
| Waldron Private Wealth LLC | 90,644 | $47.6M | 2.15% | −9,778−9.7% | Reduced |
| Merit Financial Group, LLC | 92,927 | $47.5M | 1.13% | +9,137+10.9% | Added |
| Redhawk Wealth Advisors, Inc. | 90,639 | $47.4M | 7.72% | +32,577+56.1% | Added |
| D.A. Davidson & Co. | 89,745 | $46.9M | 0.42% | +1,926+2.2% | Added |
| Stone House Investment Management, LLC | 89,521 | $46.8M | 11.01% | +16,270+22.2% | Added |
| Eqis Capital Management, Inc. | 89,497 | $46.8M | 3.75% | −9,665−9.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 89,497 | $46.8M | 1.46% | −2,731−3.0% | Reduced |
| Change Path, LLC | 89,132 | $46.6M | 1.86% | +40,829+84.5% | Added |