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 |
|---|---|---|---|---|---|
| Palisade Asset Management, LLC | 47,731 | $25.0M | 2.43% | −205−0.4% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 47,720 | $25.0M | 20.77% | +47,720 | New |
| Taylor & Morgan Wealth Management, LLC | 47,717 | $25.0M | 18.32% | +1,039+2.2% | Added |
| Crestwood Advisors Group LLC | 47,700 | $25.0M | 0.54% | +1,353+2.9% | Added |
| Verdence Capital Advisors LLC | 47,686 | $24.9M | 2.27% | −1,865−3.8% | Reduced |
| Fiduciary Alliance LLC | 47,729 | $24.9M | 4.40% | +2,649+5.9% | Added |
| BSW Wealth Partners | 47,556 | $24.9M | 4.21% | −308−0.6% | Reduced |
| Motco | 47,257 | $24.7M | 1.48% | −195−0.4% | Reduced |
| Scharf Investments, LLC | 47,249 | $24.7M | 0.67% | −15,321−24.5% | Reduced |
| Wedbush Securities Inc | 47,232 | $24.7M | 0.92% | +876+1.9% | Added |
| Moran Wealth Management, LLC | 47,115 | $24.6M | 0.80% | −23,647−33.4% | Reduced |
| Payden & Rygel | 46,896 | $24.5M | 1.67% | +2,640+6.0% | Added |
| Payden & Rygel Investment Group | 46,896 | $24.5M | 1.67% | +46,896 | New |
| Quantinno Capital Management LP | 46,717 | $24.4M | 0.53% | +4,333+10.2% | Added |
| Welch & Forbes LLC | 46,716 | $24.4M | 0.34% | −21,711−31.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 46,695 | $24.4M | 0.83% | −4,520−8.8% | Reduced |
| Jasper Ridge Partners, L.P. | 46,679 | $24.4M | 0.77% | +311+0.7% | Added |
| Amarillo National Bank | 46,361 | $24.3M | 4.53% | −165−0.4% | Reduced |
| Osborne Partners Capital Management, LLC | 46,228 | $24.2M | 1.49% | −1,663−3.5% | Reduced |
| Resonant Capital Advisors, LLC | 45,571 | $23.9M | 2.04% | +10.0% | Added |
| Jarislowsky, Fraser Ltd | 45,661 | $23.9M | 0.14% | −745−1.6% | Reduced |
| LMR Partners LLP | 45,475 | $23.8M | 0.61% | +42,509+1,433.2% | Added |
| Aspire Private Capital, LLC | 45,427 | $23.8M | 6.26% | −4,473−9.0% | Reduced |
| Boyd Watterson Asset Management LLC | 45,395 | $23.7M | 8.51% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 45,389 | $23.7M | 2.37% | +2,773+6.5% | Added |
| Congress Wealth Management LLC | 45,368 | $23.7M | 0.41% | +4,001+9.7% | Added |
| Montz Harcus Wealth Management LLC | 45,306 | $23.7M | 16.04% | −646−1.4% | Reduced |
| Clarity Wealth Advisors, LLC | 45,230 | $23.7M | 8.00% | +1,188+2.7% | Added |
| ExodusPoint Capital Management, LP | 45,226 | $23.7M | 0.29% | +45,226 | New |
| Point72 (DIFC) Ltd | 45,087 | $23.6M | 1.82% | +45,087 | New |
| Shelton Capital Management | 45,037 | $23.6M | 0.67% | +596+1.3% | Added |
| First National Corp | 49,406 | $23.5M | 5.77% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 44,890 | $23.5M | 17.09% | +1,098+2.5% | Added |
| Eagle Capital Management, LLC | 44,775 | $23.4M | 10.54% | −359−0.8% | Reduced |
| Indiana Trust & Investment Management CO | 44,763 | $23.4M | 9.44% | +316+0.7% | Added |
| Aragon Global Management, LP | 44,580 | $23.3M | 10.47% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 44,470 | $23.3M | 1.80% | −11,626−20.7% | Reduced |
| First Business Financial Services, Inc. | 44,033 | $23.0M | 2.47% | −434−1.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 43,937 | $23.0M | 4.57% | −2,121−4.6% | Reduced |
| Taurus Asset Management, LLC | 43,916 | $23.0M | 2.33% | −110.0% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 43,887 | $23.0M | 10.30% | +158+0.4% | Added |
| Thompson Siegel & Walmsley LLC | 43,663 | $22.8M | 0.35% | −287−0.7% | Reduced |
| GM Advisory Group, Inc. | 43,625 | $22.8M | 1.60% | +6,120+16.3% | Added |
| O'Dell Group, LLC | 43,541 | $22.8M | 5.58% | −1,116−2.5% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 43,489 | $22.7M | 10.74% | −8,166−15.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 43,278 | $22.6M | 1.75% | −6,686−13.4% | Reduced |
| Bluefin Capital Management, LLC | 43,200 | $22.6M | 3.65% | +40,700+1,628.0% | Added |
| LCM Capital Management Inc | 43,181 | $22.6M | 14.60% | +140.0% | Added |
| Main Street Financial Solutions, LLC | 42,905 | $22.4M | 2.40% | +47+0.1% | Added |
| Regal Investment Advisors LLC | 42,811 | $22.4M | 1.53% | +764+1.8% | Added |
| Snowden Capital Advisors LLC | 42,651 | $22.4M | 0.70% | +5,204+13.9% | Added |
| ARS Investment Partners, LLC | 42,771 | $22.4M | 2.23% | −1,007−2.3% | Reduced |
| Ascension Capital Advisors, Inc. | 42,703 | $22.3M | 12.42% | +15,274+55.7% | Added |
| Provenance Wealth Advisors, LLC | 42,697 | $22.3M | 3.14% | −290−0.7% | Reduced |
| Essex Financial Services, Inc. | 42,672 | $22.3M | 2.06% | +3,423+8.7% | Added |
| Firestone Capital Management | 42,540 | $22.3M | 6.19% | +4,560+12.0% | Added |
| Dorsey & Whitney Trust CO LLC | 42,410 | $22.2M | 1.52% | −2,869−6.3% | Reduced |
| Swiss Life Asset Management Ltd | 42,400 | $22.2M | 0.31% | +1,500+3.7% | Added |
| Zega Financial, LLC | 42,393 | $22.2M | 9.59% | +11,304+36.4% | Added |
| BancorpSouth Bank | 42,255 | $22.1M | 1.61% | −286−0.7% | Reduced |
| First International Bank & Trust | 42,174 | $22.1M | 7.62% | −4,429−9.5% | Reduced |
| Systematic Alpha Investments, LLC | 42,170 | $22.1M | 0.88% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 41,959 | $21.9M | 3.77% | −74−0.2% | Reduced |
| Pinebridge Investments, L.P. | 41,945 | $21.9M | 0.18% | −1,699−3.9% | Reduced |
| Sovereign Financial Group, Inc. | 41,760 | $21.8M | 5.80% | −1,167−2.7% | Reduced |
| Modera Wealth Management, LLC | 41,245 | $21.6M | 0.33% | +2,213+5.7% | Added |
| Cypress Capital, LLC | 41,097 | $21.5M | 5.88% | −1,118−2.6% | Reduced |
| Capital Group Private Client Services, Inc. | 41,044 | $21.5M | 0.22% | −188,430−82.1% | Reduced |
| Trilogy Capital Inc. | 40,808 | $21.3M | 1.23% | −2,758−6.3% | Reduced |
| Western Wealth Management, LLC | 40,771 | $21.3M | 1.66% | −2,373−5.5% | Reduced |
| Connecticut Wealth Management, LLC | 40,759 | $21.3M | 1.13% | −1,481−3.5% | Reduced |
| Guardian Wealth Advisors, LLC | 40,720 | $21.3M | 13.84% | −634−1.5% | Reduced |
| Brickley Wealth Management | 40,595 | $21.2M | 4.87% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 40,629 | $21.2M | 2.63% | +40,629 | New |
| GeoWealth Management, LLC | 40,504 | $21.2M | 0.82% | +801+2.0% | Added |
| Raelipskie Partnership | 40,317 | $21.1M | 12.01% | −1,633−3.9% | Reduced |
| First Heartland Consultants, Inc. | 40,228 | $21.0M | 2.19% | −1,195−2.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 40,037 | $20.9M | 1.30% | −4,796−10.7% | Reduced |
| Global Trust Asset Management, LLC | 39,700 | $20.8M | 8.53% | −375−0.9% | Reduced |
| Central Bank & Trust Co | 39,601 | $20.7M | 2.95% | −2,095−5.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 39,509 | $20.7M | 0.33% | −9,270−19.0% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 39,400 | $20.6M | 0.01% | 00.0% | Unchanged |
| BTG Pactual Global Asset Management Ltd | 39,305 | $20.6M | 6.58% | +39,305 | New |
| Black Maple Capital Management LP | 39,295 | $20.6M | 13.67% | −8,520−17.8% | Reduced |
| Sepio Capital, LP | 39,151 | $20.5M | 1.76% | −804−2.0% | Reduced |
| Lane & Associates LLC | 39,113 | $20.5M | 12.88% | +1,075+2.8% | Added |
| Diversified Portfolios, Inc. | 39,081 | $20.4M | 2.88% | +189+0.5% | Added |
| Hengehold Capital Management LLC | 38,799 | $20.3M | 2.16% | +199+0.5% | Added |
| Focus Financial Network, Inc. | 40,429 | $20.2M | 0.98% | +40,429 | New |
| Aspect Partners, LLC | 38,550 | $20.2M | 15.91% | −27,460−41.6% | Reduced |
| Corsair Capital Management, L.P. | 38,520 | $20.1M | 5.66% | −390−1.0% | Reduced |
| Independence Bank of Kentucky | 38,506 | $20.1M | 6.03% | +962+2.6% | Added |
| Smith Anglin Financial, LLC | 38,454 | $20.1M | 2.08% | −748−1.9% | Reduced |
| AQR Capital Management LLC | 38,426 | $20.1M | 0.03% | +28,675+294.1% | Added |
| Palisades Hudson Asset Management, L.P. | 38,397 | $20.1M | 9.15% | −95−0.2% | Reduced |
| Magnolia Capital Management Ltd | 38,283 | $20.0M | 17.00% | −277−0.7% | Reduced |
| BLB&B Advisors, LLC | 38,183 | $20.0M | 1.13% | +4,169+12.3% | Added |
| Fulton Breakefield Broenniman LLC | 38,178 | $20.0M | 1.54% | −2,848−6.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 37,947 | $19.8M | 2.29% | −20,915−35.5% | Reduced |
| Cresta Advisors, Ltd. | 37,691 | $19.7M | 12.51% | +2,549+7.3% | Added |