Skip to main content

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, Q2 2024

Institutional positions in SPDR S&P 500 ETF Trust as of Jun 30, 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
3,766
+112 vs. Q1 2024
Shares held
552.7M
−29.3M (−5.0%) vs. Q1 2024
Total value
$299.6B
−$3.80B (−1.3%) vs. Q1 2024
New holders
206
1,577 more added
Sold out
94
1,462 more reduced

51 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 3,766 institutions
Q1 2021: 2,734 institutionsQ2 2021: 2,744 institutionsQ3 2021: 2,758 institutionsQ4 2021: 3,181 institutionsQ1 2022: 3,144 institutionsQ2 2022: 3,099 institutionsQ3 2022: 3,059 institutionsQ4 2022: 3,310 institutionsQ1 2023: 3,268 institutionsQ2 2023: 3,310 institutionsQ3 2023: 3,329 institutionsQ4 2023: 3,694 institutionsQ1 2024: 3,705 institutionsQ2 2024: 3,766 institutionsQ3 2024: 3,807 institutionsQ4 2024: 4,242 institutionsQ1 2025: 4,189 institutionsQ2 2025: 4,245 institutionsQ3 2025: 4,264 institutionsQ4 2025: 4,646 institutionsQ1 2026: 4,600 institutionsQ2 2026: 4,668 institutions
Value heldQ2 2024: $299.6B
Q1 2021: $225.0BQ2 2021: $231.3BQ3 2021: $245.4BQ4 2021: $290.9BQ1 2022: $258.8BQ2 2022: $207.3BQ3 2022: $200.9BQ4 2022: $207.8BQ1 2023: $214.8BQ2 2023: $249.1BQ3 2023: $230.9BQ4 2023: $295.1BQ1 2024: $304.2BQ2 2024: $299.6BQ3 2024: $328.5BQ4 2024: $342.5BQ1 2025: $313.6BQ2 2025: $343.0BQ3 2025: $357.7BQ4 2025: $374.7BQ1 2026: $356.9BQ2 2026: $448.3B
Institutions holding SPY and their total value by quarter
QuarterHoldersValue
Q2 20264,668$448.3B
Q1 20264,600$356.9B
Q4 20254,646$374.7B
Q3 20254,264$357.7B
Q2 20254,245$343.0B
Q1 20254,189$313.6B
Q4 20244,242$342.5B
Q3 20243,807$328.5B
Q2 20243,766$299.6B
Q1 20243,705$304.2B
Q4 20233,694$295.1B
Q3 20233,329$230.9B
Q2 20233,310$249.1B
Q1 20233,268$214.8B
Q4 20223,310$207.8B
Q3 20223,059$200.9B
Q2 20223,099$207.3B
Q1 20223,144$258.8B
Q4 20213,181$290.9B
Q3 20212,758$245.4B
Q2 20212,744$231.3B
Q1 20212,734$225.0B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q1 2024.

Institutions holding SPY in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.544$1030.07%+353+184.8%Added
Hillsdale Investment Management Inc.5$2.72K0.00%00.0%Unchanged
Timber Creek Capital Management LLC7$3.81K0.00%+7New
Horizons Wealth Management7$3.84K0.00%00.0%Unchanged
Gs Investments, Inc.8$4.35K0.00%00.0%Unchanged
Orion Capital Management LLC8$4.35K0.00%00.0%Unchanged
Weiss Asset Management LP10$5.44K0.00%−208,777−100.0%Reduced
Insight Financial Services11$5.99K0.01%00.0%Unchanged
Eukles Asset Management13$7.08K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC15$8.19K0.00%−9,503−99.8%Reduced
ARK Investment Management LLCSuperinvestorARK Invest16$8.67K0.00%+12+300.0%Added
Capco Asset Management, LLC19$10.3K0.00%+5+35.7%Added
Gould Capital, LLC20$10.9K0.01%00.0%Unchanged
McMahon Financial Advisors, LLC21$11.4K0.00%+21New
PayPay Securities Corp23$12.5K1.05%−39−62.9%Reduced
DecisionPoint Financial, LLC24$13.3K0.00%00.0%Unchanged
Pingora Partners LLC25$13.6K0.01%00.0%Unchanged
Kings Path Partners LLC25$13.8K0.01%+25New
Covestor Ltd27$15.0K0.01%−25−48.1%Reduced
1620 Investment Advisors, Inc.30$16.3K0.01%+30New
Cypress Capital Management LLC (WY)30$16.3K0.02%00.0%Unchanged
Valued Wealth Advisors LLC30$16.4K0.01%+8+36.4%Added
Advantage Trust Co31$16.9K0.01%00.0%Unchanged
Fairscale Capital, LLC33$18.8K0.02%+33New
DB Fitzpatrick & Co, Inc39$21.2K0.02%−40−50.6%Reduced
Bramshill Investments, LLC39$21.2K0.00%+39New
Game Plan Financial Advisors, LLC50$27.2K0.01%00.0%Unchanged
Broadwater Capital Management LLC50$27.3K0.02%00.0%Unchanged
MB, Levis & Associates, LLC53$28.8K0.02%00.0%Unchanged
Moser Wealth Advisors, LLC55$29.9K0.02%00.0%Unchanged
CGC Financial Services, LLC60$32.7K0.01%00.0%Unchanged
Dogwood Wealth Management LLC60$32.7K0.02%+58+2,900.0%Added
Carolina Wealth Advisors, LLC61$33.2K0.02%−250−80.4%Reduced
Evergreen Private Wealth LLC68$37.0K0.02%00.0%Unchanged
Scarborough Advisors, LLC69$37.3K0.02%−14−16.9%Reduced
Camelot Portfolios, LLC70$38.3K0.02%+70New
Kessler Investment Group, LLC73$39.7K0.02%+3+4.3%Added
FPC Investment Advisory, Inc.75$41.8K0.04%00.0%Unchanged
Riverview Trust Co80$43.5K0.04%00.0%Unchanged
Transcendent Capital Group LLC81$43.9K0.03%00.0%Unchanged
REAP Financial Group, LLC81$44.1K0.01%−19−19.0%Reduced
Essex Investment Management Co LLC81$44.1K0.01%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC83$45.2K0.03%00.0%Unchanged
Fairfield Financial Advisors, LTD85$46.3K0.02%+85New
New England Capital Financial Advisors LLC86$46.9K0.03%00.0%Unchanged
WFA of San Diego, LLC87$47.3K0.04%+87New
Legend Financial Advisors, Inc.90$48.8K0.03%+39+76.5%Added
FWL Investment Management, LLC97$52.8K0.03%+5+5.4%Added
Northwest Bank & Trust Co100$54.4K0.05%00.0%Unchanged
Skylands Capital, LLC100$54.4K0.01%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.102$55.5K0.04%00.0%Unchanged
Elequin Capital LP328$56.6K0.01%−4,011−92.4%Reduced
Arcadia Investment Advisors LLC111$60.3K0.03%00.0%Unchanged
Transamerica Financial Advisors, Inc.113$62.0K0.01%00.0%Unchanged
Deane Retirement Strategies, Inc.114$62.0K0.03%00.0%Unchanged
Hartford Financial Management Inc.115$62.6K0.01%−72−38.5%Reduced
Bank & Trust Co118$64.2K0.05%+118New
Dynamic Wealth Strategies, LLC119$65.0K0.06%00.0%Unchanged
Studio Investment Management LLC121$66.3K0.02%00.0%Unchanged
New Millennium Group LLC124$67.2K0.04%+124New
Carmichael Hill & Associates, Inc.128$69.7K0.03%−248−66.0%Reduced
Stuart Chaussee & Associates, Inc.130$70.7K0.02%00.0%Unchanged
Prestige Wealth Management Group LLC131$71.5K0.02%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC134$73.0K0.02%−52−28.0%Reduced
Atlantic Trust, LLC141$76.7K0.02%00.0%Unchanged
Creekmur Asset Management LLC150$81.6K0.02%+43+40.2%Added
Loomis Sayles & Co L P154$84.0K0.00%+154New
Great Lakes Retirement, Inc.157$85.7K0.01%+157New
Milestone Investment Advisors LLC158$86.0K0.02%+6+3.9%Added
True Wealth Design, LLC164$89.3K0.02%00.0%Unchanged
Redwood Wealth Management Group, LLC166$90.3K0.07%+166New
Tradewinds Capital Management, LLC168$91.5K0.03%−10−5.6%Reduced
Perkins Coie Trust Co169$92.0K0.02%00.0%Unchanged
CapitalatWork S.A.–$93.0K0.00%––
Citizens National Bank Trust Department178$96.9K0.02%00.0%Unchanged
Evolution Advisers, Inc.179$97.0K0.06%00.0%Unchanged
Corecam Pte. Ltd.182$99.3K0.07%00.0%Unchanged
VitalStone Financial, LLC184$99.9K0.07%−97−34.5%Reduced
Horrell Capital Management, Inc.190$103.0K0.03%+7+3.8%Added
Contravisory Investment Management, Inc.192$104.5K0.02%−235−55.0%Reduced
Brown Shipley& Co Ltd202$109.9K0.05%−8,090−97.6%Reduced
Benjamin Edwards Inc204$111.0K0.02%+39+23.6%Added
Standard Family Office LLC210$114.3K0.15%00.0%Unchanged
Goodman Advisory Group, LLC210$114.3K0.03%00.0%Unchanged
Mendota Financial Group, LLC212$115.4K0.06%00.0%Unchanged
Horizon Bancorp Inc213$116.0K0.06%00.0%Unchanged
Cadent Capital Advisors, LLC217$118.3K0.05%00.0%Unchanged
ZynergyRetirementPlanningLLC219$119.2K0.09%+219New
Dougherty Wealth Advisers LLC227$123.5K0.11%−97−29.9%Reduced
DAGCO, Inc.232$126.3K0.06%00.0%Unchanged
RE Dickinson Investment Advisors, LLC241$131.1K0.08%00.0%Unchanged
Hershey Financial Advisers, LLC245$133.3K0.12%+245New
Avion Wealth253$137.0K0.04%−24−8.7%Reduced
Osterweis Capital Management Inc–$137.7K0.01%––
Pacifica Partners Inc.251$138.4K0.06%+50+24.9%Added
HBC Financial Services, PLLC260$141.0K0.09%00.0%Unchanged
Ridgewood Investments LLC267$145.0K0.07%+267New
Vista Private Wealth Partners. LLC269$146.3K0.06%+269New
Stephens Consulting, LLC270$146.9K0.04%−22−7.5%Reduced
KBC Group NV270$147.0K0.00%−578−68.2%Reduced