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 |
|---|---|---|---|---|---|
| Sterling Manor Financial, LLC | 1,994 | $1.09M | 0.83% | −7−0.3% | Reduced |
| Grey Fox Wealth Advisors, LLC | 1,988 | $1.09M | 0.38% | −163−7.6% | Reduced |
| Cora Capital Advisors LLC | 1,995 | $1.09M | 0.56% | +1+0.1% | Added |
| Steele Capital Management, Inc. | 1,988 | $1.09M | 0.06% | −6−0.3% | Reduced |
| Buffington Mohr McNeal | 1,998 | $1.09M | 0.19% | −10−0.5% | Reduced |
| Doheny Asset Management | 2,000 | $1.09M | 0.78% | +139+7.5% | Added |
| Patrick M Sweeney & Associates, Inc | 1,999 | $1.09M | 0.88% | −21−1.0% | Reduced |
| BlueCrest Capital Management Ltd | 2,000 | $1.09M | 0.19% | −19,063−90.5% | Reduced |
| Lam Group, Inc. | 2,000 | $1.09M | 0.92% | −150−7.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 2,000 | $1.09M | 0.89% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 2,001 | $1.09M | 0.45% | +39+2.0% | Added |
| Pathway Financial Advisers, LLC | 2,037 | $1.09M | 0.39% | +70+3.6% | Added |
| Duncan Williams Asset Management, LLC | 2,008 | $1.09M | 0.92% | −5−0.2% | Reduced |
| Private Wealth Strategies, L.L.C. | 2,008 | $1.09M | 0.22% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,008 | $1.09M | 0.39% | +1,776+765.5% | Added |
| Asset Planning Corporation | 2,010 | $1.09M | 0.82% | +3+0.1% | Added |
| Fundamentun, LLC | 2,014 | $1.10M | 0.09% | +408+25.4% | Added |
| Chapman Investment Management, LLC | 2,021 | $1.10M | 0.84% | +4+0.2% | Added |
| Riggs Asset Managment Co. Inc. | 2,025 | $1.10M | 0.33% | −3,381−62.5% | Reduced |
| Oak Harvest Investment Services | 2,025 | $1.10M | 0.17% | −514−20.2% | Reduced |
| Scientech Research LLC | 2,033 | $1.11M | 0.23% | +780+62.3% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,037 | $1.11M | 0.31% | −11−0.5% | Reduced |
| Yarger Wealth Strategies, LLC | 2,043 | $1.11M | 0.67% | −63−3.0% | Reduced |
| Prossimo Advisors, LLC | 2,050 | $1.12M | 1.01% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 2,048 | $1.12M | 0.75% | +160+8.5% | Added |
| Mountain Pacific Investment Advisers Inc | 2,055 | $1.12M | 0.08% | −552−21.2% | Reduced |
| Spence Asset Management | 15,031 | $1.12M | 0.28% | +2,746+22.4% | Added |
| True Link Financial Advisors, LLC | 2,062 | $1.12M | 0.10% | −153−6.9% | Reduced |
| Bear Mountain Capital, Inc. | 2,004 | $1.12M | 0.46% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 2,065 | $1.12M | 0.69% | +2+0.1% | Added |
| GHP Investment Advisors, Inc. | 2,065 | $1.12M | 0.06% | +332+19.2% | Added |
| SkyOak Wealth, LLC | 2,066 | $1.12M | 0.26% | +7+0.3% | Added |
| Heartwood Wealth Advisors LLC | 2,068 | $1.13M | 0.13% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,070 | $1.13M | 0.11% | −30−1.4% | Reduced |
| Courage Miller Partners, LLC | 2,083 | $1.13M | 0.41% | 00.0% | Unchanged |
| Lincoln Capital Corp | 2,086 | $1.14M | 0.49% | 00.0% | Unchanged |
| Papp L Roy & Associates | 2,093 | $1.14M | 0.14% | −542−20.6% | Reduced |
| Garrison Point Advisors, LLC | 2,099 | $1.14M | 0.75% | −1,516−41.9% | Reduced |
| Cape Ann Savings Bank | 2,104 | $1.15M | 0.71% | 00.0% | Unchanged |
| United Community Bank | 2,107 | $1.15M | 0.46% | −1,681−44.4% | Reduced |
| Capital Investment Counsel, Inc | 2,114 | $1.15M | 0.17% | +82+4.0% | Added |
| Heritage Investors Management Corp | 2,116 | $1.15M | 0.04% | −120−5.4% | Reduced |
| McGuire Investment Group, LLC | 2,121 | $1.15M | 0.17% | 00.0% | Unchanged |
| WealthBridge Investment Counsel Inc. | 2,122 | $1.16M | 0.44% | −770−26.6% | Reduced |
| Alpha Financial Partners, LLC | 2,123 | $1.16M | 1.00% | −27−1.3% | Reduced |
| NCP Inc. | 2,124 | $1.16M | 0.73% | +90+4.4% | Added |
| Massachusetts Wealth Management | 2,125 | $1.16M | 0.78% | −93−4.2% | Reduced |
| Wolff Wiese Magana LLC | 2,127 | $1.16M | 0.92% | +678+46.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,146 | $1.17M | 0.65% | +7+0.3% | Added |
| Angeles Investment Advisors, LLC | 2,140 | $1.17M | 0.06% | +114+5.6% | Added |
| N.E.W. Advisory Services LLC | 2,148 | $1.17M | 0.13% | +66+3.2% | Added |
| Robinson Smith Wealth Advisors LLC | 2,151 | $1.17M | 1.03% | +10.0% | Added |
| Friedenthal Financial | 2,152 | $1.17M | 0.73% | −434−16.8% | Reduced |
| Northstar Advisory Group, LLC | 2,152 | $1.17M | 0.67% | −272−11.2% | Reduced |
| Trust Co of Tennessee | 2,158 | $1.17M | 0.42% | +2,158 | New |
| Northeast Financial Group, Inc. | 2,162 | $1.18M | 0.50% | −109−4.8% | Reduced |
| Charles Schwab Trust Co | 2,163 | $1.18M | 0.11% | −93−4.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 2,165 | $1.18M | 0.76% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 2,165 | $1.18M | 0.74% | −6−0.3% | Reduced |
| Miramar Capital, LLC | 2,166 | $1.18M | 0.29% | +6+0.3% | Added |
| Fortune Financial Advisors, LLC | 2,169 | $1.18M | 0.72% | −14−0.6% | Reduced |
| Cardinal Point Capital Management, ULC | 2,166 | $1.18M | 0.21% | +2,166 | New |
| Gordian Capital Singapore Pte Ltd | 2,181 | $1.19M | 0.68% | +10.0% | Added |
| Jackson Wealth Management, LLC | 2,186 | $1.19M | 0.26% | −1,556−41.6% | Reduced |
| Blackston Financial Advisory Group, LLC | 2,190 | $1.19M | 0.67% | +88+4.2% | Added |
| Bellecapital International Ltd. | 2,191 | $1.19M | 0.25% | +94+4.5% | Added |
| Mayport, LLC | 2,195 | $1.19M | 0.43% | +50+2.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,200 | $1.20M | 0.26% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 2,198 | $1.20M | 0.76% | +2+0.1% | Added |
| Fiduciary Group LLC | 2,204 | $1.20M | 0.13% | −17−0.8% | Reduced |
| Sebold Capital Management, Inc. | 2,207 | $1.20M | 0.83% | −10−0.5% | Reduced |
| Trevian Wealth Management LLC | 2,208 | $1.20M | 5.99% | −35−1.6% | Reduced |
| Levy Wealth Management Group, LLC | 2,209 | $1.20M | 0.31% | −137−5.8% | Reduced |
| 3Chopt Investment Partners, LLC | 2,203 | $1.20M | 0.37% | +2,203 | New |
| Beck Bode, LLC | 2,212 | $1.20M | 0.24% | −961−30.3% | Reduced |
| Kavar Capital Partners Group, LLC | 2,213 | $1.20M | 0.22% | −20−0.9% | Reduced |
| Bordeaux Wealth Advisors LLC | 2,215 | $1.21M | 0.23% | −44−1.9% | Reduced |
| Hiley Hunt Wealth Management | 2,216 | $1.21M | 0.75% | −21−0.9% | Reduced |
| Archer Investment Corp | 2,220 | $1.21M | 0.35% | +298+15.5% | Added |
| PrairieView Partners, LLC | 2,222 | $1.21M | 0.14% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,222 | $1.21M | 0.23% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 2,223 | $1.21M | 0.56% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 2,228 | $1.21M | 0.00% | +1,313+143.5% | Added |
| Dorchester Wealth Management Co | 2,236 | $1.22M | 0.24% | −6−0.3% | Reduced |
| Francis Financial, Inc. | 2,237 | $1.22M | 0.37% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,239 | $1.22M | 0.29% | +13+0.6% | Added |
| Granite Bay Wealth Management, LLC | 2,240 | $1.22M | 0.65% | −4,735−67.9% | Reduced |
| Seizert Capital Partners, LLC | 2,243 | $1.22M | 0.06% | +2,243 | New |
| Darrow Company, Inc. | 2,247 | $1.22M | 0.80% | −6−0.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,248 | $1.22M | 0.17% | +17+0.8% | Added |
| Westwood Wealth Management | 2,251 | $1.23M | 0.48% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 2,244 | $1.23M | 0.17% | −52−2.3% | Reduced |
| Davis Capital Management | 2,249 | $1.23M | 1.07% | +2+0.1% | Added |
| Shelton Capital Management | 2,256 | $1.23M | 0.03% | −42,781−95.0% | Reduced |
| Ballast Advisors LLC | 2,258 | $1.23M | 0.39% | −115−4.8% | Reduced |
| Leisure Capital Management | 2,258 | $1.23M | 0.57% | +19+0.8% | Added |
| American Financial Advisors, LLC | 2,262 | $1.23M | 0.18% | +17+0.8% | Added |
| Parthenon LLC | 2,266 | $1.23M | 0.16% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 2,266 | $1.23M | 1.11% | +4+0.2% | Added |
| Atwood & Palmer Inc | 2,268 | $1.23M | 0.09% | −214−8.6% | Reduced |