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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 62,074 | $32.5M | 1.25% | +62,074 | New |
| Crescent Grove Advisors, LLC | 61,648 | $32.3M | 3.37% | −2,355−3.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 61,704 | $32.3M | 0.41% | +39,108+173.1% | Added |
| LM Advisors LLC | 60,976 | $31.9M | 5.06% | +872+1.5% | Added |
| Chesley Taft & Associates LLC | 60,896 | $31.9M | 1.63% | −424−0.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 60,860 | $31.8M | 9.16% | −512−0.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 60,818 | $31.8M | 13.03% | −513−0.8% | Reduced |
| Wind River Trust Co | 60,481 | $31.6M | 11.51% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 60,351 | $31.6M | 12.06% | +2,503+4.3% | Added |
| Harbour Investments, Inc. | 60,051 | $31.4M | 1.11% | +1,998+3.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 59,970 | $31.4M | 15.52% | +1,071+1.8% | Added |
| Anfield Capital Management, LLC | 59,611 | $31.2M | 15.03% | −3,500−5.5% | Reduced |
| Aspiriant, LLC | 59,413 | $31.1M | 1.29% | −36−0.1% | Reduced |
| Granite FO LLC | 55,584 | $31.0M | 18.24% | −230.0% | Reduced |
| Humankind Investments LLC | 59,140 | $30.9M | 8.18% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 59,136 | $30.9M | 2.31% | −2,200−3.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 59,011 | $30.9M | 1.31% | +2,892+5.2% | Added |
| Ameritas Advisory Services, LLC | 60,396 | $30.8M | 1.27% | +19,042+46.0% | Added |
| Evermay Wealth Management LLC | 58,523 | $30.7M | 4.64% | −2,262−3.7% | Reduced |
| Advance Capital Management, Inc. | 58,214 | $30.4M | 2.11% | −273,087−82.4% | Reduced |
| Transform Wealth, LLC | 57,956 | $30.4M | 2.89% | −14,446−20.0% | Reduced |
| Stratos Wealth Advisors, LLC | 57,962 | $30.3M | 1.80% | +8,117+16.3% | Added |
| Solitude Financial Services | 57,888 | $30.3M | 13.94% | +102+0.2% | Added |
| Roth Financial Partners LLC | 57,687 | $30.2M | 13.36% | −1,033−1.8% | Reduced |
| Zacks Investment Management | 57,500 | $30.1M | 0.32% | −14,814−20.5% | Reduced |
| Salomon & Ludwin, LLC | 57,362 | $30.0M | 2.58% | +553+1.0% | Added |
| First Nebraska Trust Co | 57,331 | $30.0M | 3.09% | −393−0.7% | Reduced |
| Advisor Resource Council | 59,239 | $30.0M | 12.70% | −23,465−28.4% | Reduced |
| MKT Advisors LLC | 58,066 | $29.9M | 16.38% | −1,868−3.1% | Reduced |
| Verger Capital Management LLC | 57,029 | $29.8M | 15.24% | +908+1.6% | Added |
| Fluent Financial, LLC | 57,028 | $29.8M | 16.50% | −642−1.1% | Reduced |
| Pegasus Partners Ltd. | 56,994 | $29.8M | 3.16% | −776−1.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 56,594 | $29.6M | 0.27% | 00.0% | Unchanged |
| Howland Capital Management LLC | 56,406 | $29.6M | 1.43% | +185+0.3% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 56,269 | $29.5M | 7.70% | −9,956−15.0% | Reduced |
| WR Wealth Planners, LLC | 56,162 | $29.4M | 9.13% | +19,904+54.9% | Added |
| MTC Wealth Management LLC | 56,129 | $29.4M | 13.49% | −3,058−5.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 55,786 | $29.2M | 0.03% | −128,554−69.7% | Reduced |
| Afg Fiduciary Services Limited Partnership | 306,869 | $29.1M | 21.56% | +245,231+397.9% | Added |
| Cardiff Park Advisors, LLC | 55,645 | $29.1M | 2.78% | +574+1.0% | Added |
| Kestra Private Wealth Services, LLC | 55,578 | $29.1M | 0.66% | +961+1.8% | Added |
| Apollon Wealth Management, LLC | 55,312 | $28.9M | 0.91% | +4,433+8.7% | Added |
| BigSur Wealth Management LLC | 55,004 | $28.9M | 9.04% | +400+0.7% | Added |
| Bromfield Sneider Wealth Advisors | 55,121 | $28.8M | 17.82% | −941−1.7% | Reduced |
| IPG Investment Advisors LLC | 54,860 | $28.8M | 6.28% | +2,054+3.9% | Added |
| ACT Advisors, LLC. | 54,977 | $28.8M | 15.76% | +54,977 | New |
| Fort Washington Investment Advisors Inc | 54,969 | $28.8M | 0.19% | +10,266+23.0% | Added |
| Resources Investment Advisors, LLC. | 54,627 | $28.6M | 0.45% | +122+0.2% | Added |
| Proficio Capital Partners LLC | 54,398 | $28.5M | 3.13% | +1,695+3.2% | Added |
| Trust Co of Virginia | 54,354 | $28.4M | 2.72% | +431+0.8% | Added |
| GFS Advisors, LLC | 54,131 | $28.3M | 4.69% | −4,606−7.8% | Reduced |
| Sapient Capital LLC | 53,885 | $28.3M | 0.63% | −11,538−17.6% | Reduced |
| Norris Financial Group, LLC | 53,592 | $28.0M | 15.38% | −4,045−7.0% | Reduced |
| Adirondack Trust Co | 53,503 | $28.0M | 11.71% | −149−0.3% | Reduced |
| Trustmark National Bank Trust Department | 53,495 | $28.0M | 2.28% | −94−0.2% | Reduced |
| King Wealth | 53,376 | $27.9M | 4.90% | −246−0.5% | Reduced |
| Calamos Wealth Management LLC | 53,166 | $27.8M | 1.57% | +1,602+3.1% | Added |
| RK Capital Management, LLC | 53,000 | $27.7M | 33.70% | −180,432−77.3% | Reduced |
| Burt Wealth Advisors | 52,906 | $27.7M | 7.02% | +4,205+8.6% | Added |
| IFP Advisors, Inc | 52,818 | $27.6M | 1.21% | −37,631−41.6% | Reduced |
| Commonwealth Financial Services, LLC | 58,009 | $27.6M | 6.50% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 52,389 | $27.4M | 15.18% | −7,250−12.2% | Reduced |
| Hantz Financial Services, Inc. | 52,119 | $27.3M | 0.53% | −5,848−10.1% | Reduced |
| Klingenstein Fields & Co LP | 52,104 | $27.3M | 1.13% | −130.0% | Reduced |
| Cambridge Associates LLC | 51,997 | $27.2M | 1.46% | +7,717+17.4% | Added |
| Ironsides Asset Advisors, LLC | 51,987 | $27.2M | 9.32% | +15,476+42.4% | Added |
| Callan Family Office, LLC | 51,972 | $27.2M | 6.37% | +1,618+3.2% | Added |
| Pictet & Cie (Europe) SA | 51,755 | $27.1M | 0.71% | −34,892−40.3% | Reduced |
| Fiduciary Trust Co | 51,721 | $27.1M | 0.42% | −7,674−12.9% | Reduced |
| Chilton Capital Management LLC | 39,366 | $27.0M | 1.28% | −914−2.3% | Reduced |
| Penserra Capital Management LLC | 51,629 | $27.0M | 0.34% | +51,629 | New |
| McElhenny Sheffield Capital Management, LLC | 52,670 | $26.9M | 9.59% | −480−0.9% | Reduced |
| Caliber Wealth Management, LLC | 51,487 | $26.9M | 14.32% | −514−1.0% | Reduced |
| Condor Capital Management | 51,177 | $26.8M | 2.62% | −2,077−3.9% | Reduced |
| Madison Asset Management, LLC | 50,948 | $26.6M | 0.33% | −17,046−25.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 50,591 | $26.5M | 5.59% | +220.0% | Added |
| Smith, Moore & Co. | 50,522 | $26.4M | 2.82% | +743+1.5% | Added |
| Claro Advisors LLC | 50,516 | $26.4M | 4.60% | −3,164−5.9% | Reduced |
| Safeguard Investment Advisory Group, LLC | 50,270 | $26.3M | 8.93% | +3,842+8.3% | Added |
| Retireful, LLC | 50,247 | $26.3M | 10.93% | +28,851+134.8% | Added |
| Glen Eagle Advisors, LLC | 50,077 | $26.2M | 4.97% | +69+0.1% | Added |
| Capital Wealth Planning, LLC | 50,030 | $26.2M | 0.28% | −39−0.1% | Reduced |
| Crestline Management, LP | 50,000 | $26.2M | 2.48% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 49,574 | $25.9M | 9.33% | +2,607+5.6% | Added |
| TrueWealth Advisors, LLC | 49,336 | $25.8M | 9.96% | −6,775−12.1% | Reduced |
| J. Goldman & Co LP | 49,314 | $25.8M | 1.17% | +31,733+180.5% | Added |
| Brighton Jones LLC | 49,288 | $25.8M | 0.93% | −682−1.4% | Reduced |
| Fifth Third Securities, Inc. | 49,133 | $25.8M | 2.50% | −5,255−9.7% | Reduced |
| Oxford Financial Group Ltd | 49,150 | $25.7M | 1.78% | +397+0.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 49,140 | $25.7M | 2.76% | −263−0.5% | Reduced |
| Kent Ziegler | 49,106 | $25.7M | 12.38% | 00.0% | Unchanged |
| Archon Partners LLC | 49,100 | $25.7M | 3.14% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 49,047 | $25.7M | 3.90% | +5,526+12.7% | Added |
| Vantage Financial Partners Ltd., Inc. | 48,766 | $25.5M | 6.65% | −8,802−15.3% | Reduced |
| Independent Family Office, LLC | 48,672 | $25.5M | 13.66% | +40.0% | Added |
| Aft, Forsyth & Sober, LLC | 48,585 | $25.4M | 8.95% | −1,000−2.0% | Reduced |
| KCM Investment Advisors LLC | 48,538 | $25.4M | 0.94% | −383−0.8% | Reduced |
| Lazard Freres Gestion S.A.S. | 48,517 | $25.4M | 0.63% | +601+1.3% | Added |
| Helios Capital Management Pte. Ltd | 48,000 | $25.1M | 17.65% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 47,935 | $25.1M | 10.55% | −2,887−5.7% | Reduced |