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 |
|---|---|---|---|---|---|
| GYL Financial Synergies, LLC | 37,624 | $19.7M | 1.54% | +1,381+3.8% | Added |
| Financial & Tax Architects, LLC | 37,593 | $19.7M | 5.41% | −258−0.7% | Reduced |
| Strategic Equity Management | 37,555 | $19.6M | 16.41% | +4,701+14.3% | Added |
| Albion Financial Group | 37,533 | $19.6M | 1.52% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 37,312 | $19.5M | 1.47% | −243−0.6% | Reduced |
| BKD Wealth Advisors, LLC | 37,263 | $19.5M | 0.50% | +596+1.6% | Added |
| Aprio Wealth Management, LLC | 37,257 | $19.5M | 3.82% | +46+0.1% | Added |
| Family Management Corp | 37,245 | $19.5M | 3.60% | −12,249−24.7% | Reduced |
| Cobblestone Capital Advisors LLC | 37,222 | $19.5M | 1.23% | −1,608−4.1% | Reduced |
| ASB Consultores, LLC | 37,139 | $19.4M | 5.02% | +6,949+23.0% | Added |
| Palumbo Wealth Management LLC | 37,124 | $19.4M | 8.69% | +2,802+8.2% | Added |
| Thrive Wealth Management, LLC | 36,998 | $19.4M | 4.00% | +140.0% | Added |
| We Are One Seven, LLC | 36,886 | $19.3M | 1.00% | −17,719−32.4% | Reduced |
| Simplex Trading, LLC | 36,861 | $19.3M | 0.56% | +36,861 | New |
| Blue Edge Capital, LLC | 36,927 | $19.3M | 3.22% | +4,051+12.3% | Added |
| Private Trust Co NA | 36,781 | $19.2M | 2.08% | +1,965+5.6% | Added |
| Clarius Group, LLC | 36,737 | $19.2M | 1.33% | −11,156−23.3% | Reduced |
| Tikvah Management LLC | 36,724 | $19.2M | 6.02% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 36,668 | $19.2M | 2.42% | −54−0.1% | Reduced |
| Hancock Whitney Corp | 36,432 | $19.1M | 0.66% | −6,749−15.6% | Reduced |
| Verity Asset Management, Inc. | 36,325 | $19.0M | 10.60% | +1,063+3.0% | Added |
| Baron Financial Group, LLC | 36,267 | $19.0M | 11.71% | −1,469−3.9% | Reduced |
| Securian Asset Management, Inc | 36,170 | $18.9M | 0.55% | −399,382−91.7% | Reduced |
| Sunflower Bank, N.A. | 35,921 | $18.8M | 4.23% | −591−1.6% | Reduced |
| Sentinel Trust Co Lba | 35,791 | $18.7M | 2.42% | −245−0.7% | Reduced |
| Vertex Planning Partners, LLC | 35,749 | $18.7M | 5.17% | −342−0.9% | Reduced |
| Credential Qtrade Securities Inc. | 35,736 | $18.7M | 1.00% | +22,655+173.2% | Added |
| Delta Financial Advisors LLC | 35,683 | $18.7M | 7.39% | +38+0.1% | Added |
| First Manhattan Co | 35,654 | $18.7M | 0.06% | −132−0.4% | Reduced |
| Voisard Asset Management Group, Inc. | 35,623 | $18.6M | 10.49% | −424−1.2% | Reduced |
| Wellspring Financial Advisors, LLC | 35,540 | $18.6M | 2.94% | −528−1.5% | Reduced |
| Intrepid Financial Planning Group LLC | 35,540 | $18.6M | 8.03% | −232−0.6% | Reduced |
| Nepc LLC | 35,515 | $18.6M | 0.64% | 00.0% | Unchanged |
| Saiph Capital, LLC | 35,461 | $18.5M | 8.63% | −574−1.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35,458 | $18.5M | 0.86% | +31,213+735.3% | Added |
| Segment Wealth Management, LLC | 35,195 | $18.4M | 1.40% | −340−1.0% | Reduced |
| Principal Street Partners, LLC | 35,295 | $18.4M | 3.48% | +6,570+22.9% | Added |
| Davenport & Co LLC | 35,112 | $18.4M | 0.11% | +4,675+15.4% | Added |
| Three Bridge Wealth Advisors, LLC | 34,831 | $18.3M | 7.20% | +508+1.5% | Added |
| Great Valley Advisor Group, Inc. | 34,917 | $18.3M | 0.55% | −2,251−6.1% | Reduced |
| Hibernia Wealth Partners, LLC | 34,873 | $18.2M | 12.41% | +660+1.9% | Added |
| Financial Engines Advisors L.L.C. | 34,769 | $18.2M | 0.04% | −2,735−7.3% | Reduced |
| Brave Asset Management Inc | 34,720 | $18.2M | 4.71% | +1,188+3.5% | Added |
| Lifestyle Asset Management, Inc. | 34,679 | $18.1M | 10.72% | +7,823+29.1% | Added |
| Mission Wealth Management, LP | 34,641 | $18.1M | 0.49% | +7,609+28.1% | Added |
| Kovack Advisors, Inc. | 34,638 | $18.1M | 2.19% | +2,163+6.7% | Added |
| Bank Pictet & Cie (Asia) Ltd | 34,510 | $18.1M | 9.96% | +34,010+6,802.0% | Added |
| Measured Wealth Private Client Group, LLC | 34,466 | $18.0M | 6.30% | −912−2.6% | Reduced |
| Quadrant Capital Group LLC | 34,458 | $18.0M | 1.42% | −52−0.2% | Reduced |
| Leavell Investment Management, Inc. | 34,266 | $18.0M | 1.04% | +354+1.0% | Added |
| Sanchez Wealth Management Group | 34,357 | $18.0M | 6.09% | +1,120+3.4% | Added |
| AXA S.A. | 34,266 | $17.9M | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 34,254 | $17.9M | 0.49% | −1,707−4.7% | Reduced |
| Hummer Financial Advisory Services Inc | 33,914 | $17.8M | 14.67% | +535+1.6% | Added |
| NBW Capital LLC | 33,989 | $17.8M | 3.63% | −988−2.8% | Reduced |
| New England Private Wealth Advisors LLC | 33,978 | $17.7M | 3.12% | −344−1.0% | Reduced |
| Dynamic Advisor Solutions LLC | 33,660 | $17.6M | 0.59% | −664−1.9% | Reduced |
| Basso Capital Management, L.P. | 33,602 | $17.6M | 16.59% | −1,600−4.5% | Reduced |
| Watts Gwilliam & Co., LLC | 33,530 | $17.5M | 5.42% | +33,530 | New |
| Unique Wealth, LLC | 32,930 | $17.2M | 4.86% | −820−2.4% | Reduced |
| Redwood Capital Management, LLC | 32,923 | $17.2M | 2.43% | +32,923 | New |
| Wealthgate Family Office, LLC | 32,816 | $17.2M | 44.58% | +55+0.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 32,792 | $17.2M | 4.18% | −1,546−4.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 32,568 | $17.1M | 0.26% | −963−2.9% | Reduced |
| Iron Horse Wealth Management, LLC | 32,641 | $17.1M | 6.75% | +1,450+4.6% | Added |
| Country Club Bank | 32,547 | $17.0M | 1.20% | +532+1.7% | Added |
| Avidian Wealth Solutions, LLC | 32,486 | $17.0M | 0.91% | +1,337+4.3% | Added |
| Cornerstone Capital, Inc. | 32,409 | $17.0M | 1.74% | +7,463+29.9% | Added |
| Boston Financial Mangement LLC | 32,197 | $16.8M | 0.54% | −677−2.1% | Reduced |
| Blue Investment Partners LLC | 32,083 | $16.8M | 8.73% | +4,598+16.7% | Added |
| Paragon Financial Partners, Inc. | 31,777 | $16.6M | 13.68% | +947+3.1% | Added |
| PFG Investments, LLC | 31,712 | $16.6M | 1.00% | +10,656+50.6% | Added |
| Romano Brothers and Company | 31,691 | $16.6M | 2.27% | +530+1.7% | Added |
| J.Safra Asset Management Corp | 31,687 | $16.6M | 1.88% | −214,314−87.1% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 31,538 | $16.5M | 4.97% | −19,299−38.0% | Reduced |
| LifeSteps Financial, Inc. | 31,460 | $16.5M | 12.42% | −485−1.5% | Reduced |
| Trust Co of the South | 31,434 | $16.4M | 3.80% | 00.0% | Unchanged |
| Resolute Partners Group | 31,334 | $16.4M | 3.04% | −369−1.2% | Reduced |
| Seven Mile Advisory | 31,424 | $16.4M | 12.47% | +303+1.0% | Added |
| Hardy Reed LLC | 31,416 | $16.4M | 2.04% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 31,416 | $16.4M | 1.12% | +31,416 | New |
| Patton Fund Management, Inc. | 31,359 | $16.4M | 2.97% | −1,587−4.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 31,086 | $16.3M | 7.71% | +605+2.0% | Added |
| Starfox Financial Services, LLC | 32,197 | $16.2M | 13.77% | +579+1.8% | Added |
| Lebenthal Global Advisors, LLC | 31,029 | $16.2M | 3.61% | +52+0.2% | Added |
| Armstrong Advisory Group, Inc | 34,098 | $16.2M | 1.57% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 30,936 | $16.2M | 1.74% | +443+1.5% | Added |
| Henshaw Capital LLC | 30,900 | $16.2M | 0.76% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 30,887 | $16.2M | 0.11% | +1,080+3.6% | Added |
| Oppenheimer Asset Management Inc. | 30,814 | $16.1M | 0.24% | −56,880−64.9% | Reduced |
| Aspen Investment Management Inc | 30,808 | $16.1M | 8.18% | +2,565+9.1% | Added |
| Atalanta Sosnoff Capital, LLC | 30,805 | $16.1M | 0.37% | −35,392−53.5% | Reduced |
| Meridian Wealth Advisors, LLC | 30,762 | $16.1M | 3.02% | +699+2.3% | Added |
| Empower Advisory Group, LLC | 30,705 | $16.1M | 0.06% | −11,123−26.6% | Reduced |
| Winthrop Advisory Group LLC | 30,582 | $16.0M | 2.32% | −1,261−4.0% | Reduced |
| Evergreen Capital Management LLC | 30,577 | $16.0M | 0.61% | −877−2.8% | Reduced |
| SEI Investments Co | 30,665 | $16.0M | 0.02% | +568+1.9% | Added |
| Tolleson Wealth Management, Inc. | 30,561 | $16.0M | 3.13% | −357−1.2% | Reduced |
| WealthBridge Capital Management, LLC | 30,532 | $16.0M | 5.38% | +89+0.3% | Added |
| MMBG Investment Advisors Co. | 30,510 | $16.0M | 1.68% | 00.0% | Unchanged |