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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Laffer Tengler Investments | 1,702 | $926.3K | 0.20% | +327+23.8% | Added |
| Powers Advisory Group, LLC | 1,706 | $928.5K | 0.51% | −1−0.1% | Reduced |
| Martin Capital Advisors, LLP | 1,707 | $929.0K | 0.70% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 1,707 | $929.0K | 0.36% | +5+0.3% | Added |
| Elevatus Welath Management | 1,710 | $930.7K | 0.35% | −296−14.8% | Reduced |
| Mosley Wealth Management | 1,713 | $932.3K | 0.79% | +67+4.1% | Added |
| Jessup Wealth Management, Inc | 1,717 | $934.3K | 0.40% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 1,720 | $935.8K | 0.10% | +1,720 | New |
| Letko, Brosseau & Associates Inc | 1,720 | $936.1K | 0.02% | −770−30.9% | Reduced |
| Intergy Private Wealth, LLC | 1,720 | $936.1K | 0.39% | −5−0.3% | Reduced |
| Passive Capital Management, LLC. | 1,723 | $937.6K | 0.35% | 00.0% | Unchanged |
| Centric Wealth Management | 1,723 | $938.2K | 0.27% | +134+8.4% | Added |
| My Purposeful Wealth Corp. | 1,730 | $941.8K | 0.49% | +69+4.2% | Added |
| tru Independence LLC | 1,736 | $944.9K | 0.29% | −82−4.5% | Reduced |
| Sunpointe, LLC | 1,731 | $945.0K | 0.61% | +1,731 | New |
| Clarus Group, Inc. | 1,737 | $945.1K | 0.42% | −128−6.9% | Reduced |
| West Michigan Advisors, LLC | 1,733 | $946.1K | 0.30% | +19+1.1% | Added |
| BKM Wealth Management, LLC | 1,740 | $947.2K | 0.46% | +191+12.3% | Added |
| Lodestone Wealth Management LLC | 1,741 | $947.6K | 0.50% | −1,626−48.3% | Reduced |
| Independent Investors Inc | 1,755 | $955.1K | 0.21% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 1,762 | $958.9K | 0.15% | −7−0.4% | Reduced |
| Wescott Financial Advisory Group, LLC | 1,767 | $961.8K | 0.11% | +1+0.1% | Added |
| Jmac Enterprises LLC | 1,767 | $961.8K | 0.17% | +2+0.1% | Added |
| Monument Capital Management | 1,768 | $962.3K | 0.28% | −9,920−84.9% | Reduced |
| Strid Group, LLC | 1,769 | $962.5K | 0.16% | +6+0.3% | Added |
| Camden National Bank | 1,775 | $966.0K | 0.15% | +1,274+254.3% | Added |
| Red Tortoise LLC | 1,777 | $967.2K | 0.53% | −18−1.0% | Reduced |
| IMA Wealth, Inc. | 1,783 | $970.3K | 0.43% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,785 | $971.0K | 0.24% | −282−13.6% | Reduced |
| Myecfo, LLC | 1,785 | $971.4K | 0.56% | +44+2.5% | Added |
| Kapstone Financial Advisors LLC | 1,791 | $974.7K | 0.64% | −36−2.0% | Reduced |
| Mach-1 Financial Group, Inc. | 1,791 | $974.7K | 0.69% | +41+2.3% | Added |
| Kirtland Hills Capital Management, LLC | 1,799 | $978.8K | 0.81% | −96−5.1% | Reduced |
| HTG Investment Advisors, Inc. | 1,802 | $980.8K | 0.53% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 1,803 | $981.0K | 0.28% | −411−18.6% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,804 | $981.9K | 0.44% | +49+2.8% | Added |
| Park Place Capital Corp | 1,806 | $983.1K | 0.31% | +57+3.3% | Added |
| Picton Mahoney Asset Management | 1,810 | $985.0K | 0.04% | −250−12.1% | Reduced |
| Palogic Value Management, L.P. | 1,810 | $985.0K | 0.42% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 1,884 | $985.5K | 0.95% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,815 | $987.8K | 0.21% | +141+8.4% | Added |
| Compagnie Lombard Odier SCmA | 1,818 | $989.4K | 0.02% | −17,548−90.6% | Reduced |
| Financial Partners Group, LLC | 1,820 | $990.3K | 0.38% | +6+0.3% | Added |
| Vista Investment Management | 1,821 | $991.0K | 0.40% | −1−0.1% | Reduced |
| High Note Wealth, LLC | 1,825 | $993.2K | 0.30% | +5+0.3% | Added |
| Sendero Wealth Management, LLC | 1,828 | $994.6K | 0.17% | +457+33.3% | Added |
| Wealth Quarterback LLC | 1,828 | $994.8K | 0.56% | −33−1.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,828 | $995.6K | 0.57% | +1+0.1% | Added |
| Burton Enright Welch | 1,830 | $995.8K | 0.23% | 00.0% | Unchanged |
| IMS Capital Management | 1,789 | $999.3K | 0.47% | +46+2.6% | Added |
| Orleans Capital Management Corp | 1,839 | $1.00M | 0.64% | +795+76.1% | Added |
| Reuter James Wealth Management, LLC | 1,846 | $1.00M | 0.74% | −19−1.0% | Reduced |
| Prosperitas Financial LLC | 1,847 | $1.00M | 0.61% | −38−2.0% | Reduced |
| Marion Wealth Management | 1,849 | $1.01M | 0.30% | −74−3.8% | Reduced |
| Hexagon Capital Partners LLC | 1,852 | $1.01M | 0.22% | +266+16.8% | Added |
| Warren Street Wealth Advisors, LLC | 1,853 | $1.01M | 0.50% | 00.0% | Unchanged |
| Poplar Forest Capital LLC | 1,855 | $1.01M | 0.14% | 00.0% | Unchanged |
| Vernal Point Advisors, LLC | 1,860 | $1.02M | 0.72% | 00.0% | Unchanged |
| Caxton Corp | 1,869 | $1.02M | 5.15% | +13+0.7% | Added |
| Wilson & Boucher Capital Management, LLC | 1,869 | $1.02M | 0.78% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,871 | $1.02M | 0.44% | −728−28.0% | Reduced |
| Smartleaf Asset Management LLC | 1,866 | $1.02M | 0.17% | −129−6.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $1.02M | 0.68% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 1,876 | $1.02M | 0.75% | +1,876 | New |
| Fidelity D & D Bancorp Inc | 1,882 | $1.02M | 0.78% | +10+0.5% | Added |
| Blackhawk Capital Partners LLC. | 1,887 | $1.03M | 0.62% | +1,887 | New |
| Rosenblum Silverman Sutton S F Inc | 1,891 | $1.03M | 0.28% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,892 | $1.03M | 0.33% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 1,895 | $1.03M | 0.72% | −804−29.8% | Reduced |
| Radnor Capital Management, LLC | 1,895 | $1.03M | 0.31% | +23+1.2% | Added |
| Dominguez Wealth Management Solutions, Inc. | 1,895 | $1.03M | 0.78% | +2+0.1% | Added |
| Werba Rubin Papier Wealth Management | 1,896 | $1.03M | 0.28% | +81+4.5% | Added |
| Fca Corp | 1,896 | $1.03M | 0.33% | −58−3.0% | Reduced |
| New Harbor Financial Group, LLC | 1,900 | $1.03M | 0.34% | +1,900 | New |
| Pine Haven Investment Counsel, Inc | 1,902 | $1.04M | 0.89% | 00.0% | Unchanged |
| Elm Partners Management LLC | 1,905 | $1.04M | 0.08% | 00.0% | Unchanged |
| Theory Financial LLC | 1,905 | $1.04M | 0.49% | +33+1.8% | Added |
| ERn Financial, LLC | 1,905 | $1.04M | 0.17% | −192−9.2% | Reduced |
| JPL Wealth Management, LLC | 1,918 | $1.04M | 0.51% | −183−8.7% | Reduced |
| Leslie Global Wealth, LLC | 1,921 | $1.05M | 0.61% | +1,921 | New |
| Marino, Stram & Associates LLC | 1,922 | $1.05M | 0.26% | +31+1.6% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 1,924 | $1.05M | 0.42% | +63+3.4% | Added |
| Alerus Financial NA | 1,925 | $1.05M | 0.08% | −17−0.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 1,925 | $1.05M | 0.64% | +65+3.5% | Added |
| Planning Capital Management Corp | 1,926 | $1.05M | 0.74% | +369+23.7% | Added |
| Precedent Wealth Partners, LLC | 1,927 | $1.05M | 0.42% | +3+0.2% | Added |
| Full Sail Capital, LLC | 1,939 | $1.06M | 0.07% | −41−2.1% | Reduced |
| Carl P. Sherr & Co., LLC | 1,943 | $1.06M | 0.59% | 00.0% | Unchanged |
| Navalign, LLC | 1,943 | $1.06M | 0.33% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 1,945 | $1.06M | 0.59% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 1,962 | $1.07M | 0.45% | +3+0.2% | Added |
| Bristol Gate Capital Partners Inc. | 1,964 | $1.07M | 0.05% | +1,964 | New |
| Sugarloaf Wealth Management, LLC | 1,964 | $1.07M | 0.22% | −178−8.3% | Reduced |
| Syntegra Private Wealth Group, LLC | 1,967 | $1.07M | 0.14% | −17−0.9% | Reduced |
| Daiwa Securities Group Inc. | 11,611 | $1.07M | 0.01% | +11,611 | New |
| Convergence Financial, LLC | 1,975 | $1.07M | 0.28% | −892−31.1% | Reduced |
| Park Edge Advisors, LLC | 1,979 | $1.08M | 0.33% | −259−11.6% | Reduced |
| Ti-Trust, Inc | 1,982 | $1.08M | 0.83% | −2−0.1% | Reduced |
| Retirement Investment Advisors, Inc. | 1,983 | $1.08M | 0.13% | +1,983 | New |
| GLOBALT Investments LLC | 1,984 | $1.08M | 0.04% | −3,114−61.1% | Reduced |