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 |
|---|---|---|---|---|---|
| Aua Capital Management, LLC | 89,116 | $46.6M | 26.86% | −3,484−3.8% | Reduced |
| Trinity Financial Advisors LLC | 89,038 | $46.6M | 20.96% | −240−0.3% | Reduced |
| Farmers Trust Co | 87,935 | $46.0M | 9.26% | −8,260−8.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 87,621 | $45.8M | 2.33% | −70−0.1% | Reduced |
| Perigon Wealth Management, LLC | 87,399 | $45.7M | 1.39% | −4,973−5.4% | Reduced |
| Embree Financial Group | 87,153 | $45.6M | 8.94% | +397+0.5% | Added |
| SFG Wealth Management, LLC. | 86,121 | $45.0M | 26.74% | +2,480+3.0% | Added |
| Medici Capital LLC | 85,801 | $44.9M | 51.30% | +51,757+152.0% | Added |
| Atlantic Private Wealth, LLC | 85,540 | $44.7M | 37.22% | −1,692−1.9% | Reduced |
| HM Payson & Co | 85,381 | $44.7M | 0.83% | −3,664−4.1% | Reduced |
| Spire Wealth Management | 85,198 | $44.6M | 1.20% | −1,933−2.2% | Reduced |
| Balyasny Asset Management LLC | 85,135 | $44.5M | 0.11% | −56,241−39.8% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 84,635 | $44.3M | 1.37% | −2,481−2.8% | Reduced |
| Mechanics Bank Trust Department | 84,247 | $44.1M | 6.47% | −4,204−4.8% | Reduced |
| Kozak & Associates, Inc. | 83,053 | $43.9M | 11.81% | +480+0.6% | Added |
| All Terrain Financial Advisors, LLC | 83,620 | $43.7M | 18.86% | −3,509−4.0% | Reduced |
| Prio Wealth Limited Partnership | 83,521 | $43.7M | 1.26% | −298−0.4% | Reduced |
| Midwest Professional Planners, LTD. | 83,520 | $43.7M | 15.33% | −13,881−14.3% | Reduced |
| Cumberland Advisors Inc | 82,722 | $43.3M | 16.09% | +722+0.9% | Added |
| Allie Family Office LLC | 82,557 | $43.2M | 25.47% | −479−0.6% | Reduced |
| Steel Peak Wealth Management LLC | 82,105 | $43.1M | 2.21% | −5,918−6.7% | Reduced |
| Retirement Income Solutions, Inc | 81,931 | $42.9M | 9.72% | −1,302−1.6% | Reduced |
| SAL Trading, LLC | 81,899 | $42.8M | 87.33% | +81,899 | New |
| IHT Wealth Management, LLC | 81,616 | $42.7M | 1.71% | −877−1.1% | Reduced |
| Aristotle Capital Management, LLC | 81,577 | $42.7M | 0.08% | −223,133−73.2% | Reduced |
| Chicago Partners Investment Group LLC | 84,043 | $42.5M | 1.81% | +774+0.9% | Added |
| BW Gestao de Investimentos Ltda. | 81,000 | $42.4M | 3.81% | +81,000 | New |
| Frank, Rimerman Advisors LLC | 80,385 | $42.0M | 8.09% | +1,445+1.8% | Added |
| Independent Financial Group, LLC | 80,080 | $41.9M | 1.92% | +8,407+11.7% | Added |
| Metis Global Partners, LLC | 79,712 | $41.7M | 1.52% | −2,075−2.5% | Reduced |
| Flputnam Investment Management Co | 79,654 | $41.7M | 0.89% | +3,398+4.5% | Added |
| American Asset Management Inc. | 79,192 | $41.4M | 61.87% | +109+0.1% | Added |
| Insigneo Advisory Services, LLC | 78,923 | $41.4M | 4.92% | +7,683+10.8% | Added |
| Rathbone Brothers plc | 78,635 | $41.1M | 0.24% | −8,844−10.1% | Reduced |
| Lutz Financial Services LLC | 78,407 | $41.0M | 3.58% | −417−0.5% | Reduced |
| Allianz SE | 78,110 | $40.9M | 1.29% | +78,110 | New |
| Engineers Gate Manager LP | 77,925 | $40.8M | 1.07% | +77,925 | New |
| Argent Trust Co | 77,720 | $40.7M | 1.83% | −564−0.7% | Reduced |
| 4Thought Financial Group Inc. | 77,535 | $40.6M | 26.67% | +1,626+2.1% | Added |
| King Luther Capital Management Corp | 77,463 | $40.5M | 0.18% | +18,387+31.1% | Added |
| Source Financial Advisors LLC | 77,188 | $40.4M | 12.26% | +12,266+18.9% | Added |
| Ace Management Global Ltd. | 77,054 | $40.3M | 14.90% | +77,054 | New |
| Beacon Capital Management, Inc. | 76,169 | $39.8M | 1.67% | +40,487+113.5% | Added |
| Marmo Financial Group, LLC | 75,879 | $39.7M | 24.14% | −7,010−8.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 75,769 | $39.6M | 0.27% | −319,911−80.9% | Reduced |
| Clearstead Advisors, LLC | 76,041 | $39.6M | 1.96% | +4,941+6.9% | Added |
| Lindbrook Capital, LLC | 74,153 | $38.8M | 3.63% | +2,189+3.0% | Added |
| TownSquare Capital, LLC | 73,976 | $38.7M | 0.57% | +18,760+34.0% | Added |
| Hanover Advisors Inc | 73,767 | $38.6M | 16.19% | +5,933+8.7% | Added |
| Boston Family Office LLC | 73,688 | $38.5M | 2.77% | −133−0.2% | Reduced |
| Aspen Grove Capital, LLC | 73,357 | $38.5M | 10.89% | +515+0.7% | Added |
| Bremer Bank National Association | 73,436 | $38.4M | 7.12% | −20,285−21.6% | Reduced |
| Sowell Financial Services LLC | 73,079 | $38.3M | 1.81% | +4,697+6.9% | Added |
| SNS Financial Group, LLC | 72,836 | $38.2M | 4.19% | −1,151−1.6% | Reduced |
| Fund Evaluation Group, LLC | 72,889 | $38.1M | 2.39% | +46,779+179.2% | Added |
| LSP Investment Advisors, LLC | 72,200 | $37.8M | 20.35% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 72,141 | $37.7M | 9.67% | −230.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 72,049 | $37.7M | 0.27% | +1,208+1.7% | Added |
| Buckingham Strategic Wealth, LLC | 71,894 | $37.6M | 0.40% | −1,583−2.2% | Reduced |
| Ciovacco Capital Management LLC | 71,534 | $37.4M | 25.15% | −1,188−1.6% | Reduced |
| Yousif Capital Management, LLC | 71,419 | $37.4M | 0.41% | −4,274−5.6% | Reduced |
| Summit Financial, LLC | 71,052 | $37.3M | 2.21% | +1,508+2.2% | Added |
| Ninepoint Partners LP | 71,000 | $37.1M | 4.71% | −6,500−8.4% | Reduced |
| Curtis Advisory Group, LLC | 70,596 | $36.9M | 14.30% | +13,223+23.0% | Added |
| Hall Kathryn A. | 70,497 | $36.9M | 8.50% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 70,415 | $36.8M | 2.58% | −845−1.2% | Reduced |
| Principal Financial Group Inc | 70,144 | $36.7M | 0.02% | −690−1.0% | Reduced |
| NewSquare Capital LLC | 70,043 | $36.6M | 3.24% | +118+0.2% | Added |
| Schusterman Interests, LLC | 69,517 | $36.4M | 28.26% | +69,517 | New |
| Abbrea Capital, LLC | 69,103 | $36.3M | 4.78% | +1,986+3.0% | Added |
| Aptus Capital Advisors, LLC | 69,228 | $36.2M | 0.78% | +17,216+33.1% | Added |
| Parker Investment Management, LLC | 69,171 | $36.2M | 6.26% | +23,119+50.2% | Added |
| Raymond James Trust N.A. | 69,037 | $36.1M | 0.88% | −1,125−1.6% | Reduced |
| SMI Advisory Services, LLC | 68,900 | $35.8M | 10.04% | −51,685−42.9% | Reduced |
| Seven Post Investment Office LP | 68,109 | $35.6M | 8.70% | +1,875+2.8% | Added |
| National Asset Management, Inc. | 82,669 | $35.5M | 0.96% | +3,282+4.1% | Added |
| Summit Trail Advisors, LLC | 66,985 | $35.1M | 0.93% | +264+0.4% | Added |
| iA Global Asset Management Inc. | 67,400 | $35.0M | 0.72% | +1,684+2.6% | Added |
| Wealth Advisory Solutions, LLC | 66,717 | $34.9M | 9.04% | +2,107+3.3% | Added |
| Guidance Capital, Inc | 68,886 | $34.7M | 12.79% | −5,506−7.4% | Reduced |
| Gratus Capital LLC | 66,418 | $34.7M | 1.60% | +2,582+4.0% | Added |
| Birinyi Associates Inc | 66,399 | $34.7M | 11.33% | +1,051+1.6% | Added |
| MKP Capital Management, L.L.C. | 66,200 | $34.6M | 3.91% | −573,800−89.7% | Reduced |
| Cullinan Associates Inc | 65,784 | $34.4M | 1.93% | −129,951−66.4% | Reduced |
| Caldwell Trust Co | 65,542 | $34.3M | 3.99% | −578−0.9% | Reduced |
| Inscription Capital, LLC | 65,419 | $34.2M | 5.64% | +1,462+2.3% | Added |
| Olympus Wealth Management, LLC | 64,989 | $34.0M | 20.15% | −24,496−27.4% | Reduced |
| Associated Banc-Corp | 64,799 | $33.9M | 1.07% | −478−0.7% | Reduced |
| Signaturefd, LLC | 64,483 | $33.7M | 0.71% | +4,644+7.8% | Added |
| Clear Harbor Asset Management, LLC | 64,471 | $33.7M | 2.96% | +798+1.3% | Added |
| North Star Investment Management Corp. | 64,434 | $33.7M | 2.40% | +1,757+2.8% | Added |
| BFSG, LLC | 64,180 | $33.6M | 4.44% | +24,052+59.9% | Added |
| Shilanski & Associates, Inc. | 63,395 | $33.2M | 11.44% | +999+1.6% | Added |
| Williams Jones Wealth Management, LLC. | 63,363 | $33.1M | 0.42% | +757+1.2% | Added |
| Youngs Advisory Group, Inc. | 63,285 | $33.1M | 14.78% | +18,288+40.6% | Added |
| Johnson Financial Group, Inc. | 63,024 | $33.1M | 1.78% | −3,589−5.4% | Reduced |
| Institutional & Family Asset Management, LLC | 62,727 | $32.8M | 5.24% | −5,479−8.0% | Reduced |
| Wetherby Asset Management Inc | 62,709 | $32.8M | 1.57% | −422−0.7% | Reduced |
| Gryphon Financial Partners LLC | 36,496 | $32.6M | 5.42% | −4,515−11.0% | Reduced |
| Washburn Capital Management, Inc. | 62,181 | $32.5M | 24.04% | −1,886−2.9% | Reduced |