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 |
|---|---|---|---|---|---|
| Excalibur Management Corp | 2,268 | $1.23M | 0.50% | −2−0.1% | Reduced |
| Missouri Trust & Investment Co | 2,274 | $1.24M | 0.47% | +2+0.1% | Added |
| Bell Investment Advisors, Inc | 2,277 | $1.24M | 0.24% | +3+0.1% | Added |
| Welch Group, LLC | 2,278 | $1.24M | 0.06% | −15−0.7% | Reduced |
| Consilio Wealth Advisors, LLC | 2,279 | $1.24M | 0.56% | −7−0.3% | Reduced |
| Intellectus Partners, LLC | 2,274 | $1.24M | 0.34% | +40+1.8% | Added |
| Janney Capital Management LLC | 2,283 | $1.24M | 0.09% | −970−29.8% | Reduced |
| Alaethes Wealth LLC | 2,286 | $1.25M | 0.52% | +1,090+91.1% | Added |
| Univest Financial Corp | 2,294 | $1.25M | 0.35% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 2,288 | $1.25M | 2.73% | −21,732−90.5% | Reduced |
| Baker Boyer National Bank | 2,298 | $1.25M | 0.44% | −5−0.2% | Reduced |
| ESL Trust Services, LLC | 2,302 | $1.25M | 0.31% | −10−0.4% | Reduced |
| Midwest Financial Group LLC | 2,301 | $1.25M | 0.80% | +68+3.0% | Added |
| Toth Financial Advisory Corp | 2,303 | $1.25M | 0.16% | −2,009−46.6% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,297 | $1.25M | 0.51% | +2+0.1% | Added |
| Richard W. Paul & Associates, LLC | 2,306 | $1.25M | 0.48% | −513−18.2% | Reduced |
| Northwest Investment Counselors, LLC | 2,313 | $1.26M | 0.32% | −44−1.9% | Reduced |
| Penbrook Management LLC | 2,315 | $1.26M | 0.77% | −100−4.1% | Reduced |
| Hudson Value Partners, LLC | 2,315 | $1.26M | 0.53% | −25−1.1% | Reduced |
| Assetmark, Inc | 2,324 | $1.26M | 0.00% | +147+6.8% | Added |
| HBK Investments L P | 2,328 | $1.27M | 0.03% | +2,328 | New |
| Stonebridge Capital Advisors LLC | 2,333 | $1.27M | 0.11% | −1,048−31.0% | Reduced |
| Alpha Omega Wealth Management LLC | 2,336 | $1.27M | 0.24% | +11+0.5% | Added |
| Bruce G. Allen Investments, LLC | 2,346 | $1.28M | 1.07% | +7+0.3% | Added |
| Yeomans Consulting Group, Inc. | 2,347 | $1.28M | 0.49% | −30−1.3% | Reduced |
| LexAurum Advisors, LLC | 2,348 | $1.28M | 0.31% | −105−4.3% | Reduced |
| Gilman Hill Asset Management, LLC | 2,351 | $1.28M | 0.23% | +63+2.8% | Added |
| FSM Wealth Advisors, LLC | 2,355 | $1.28M | 0.43% | +4+0.2% | Added |
| Fingerlakes Wealth Management, Inc. | 2,358 | $1.28M | 1.15% | −16−0.7% | Reduced |
| D.B. Root & Company, LLC | 2,367 | $1.29M | 0.44% | +659+38.6% | Added |
| Silverleafe Capital Partners, LLC | 2,368 | $1.29M | 0.44% | −2,959−55.5% | Reduced |
| Awm Capital, LLC | 2,382 | $1.30M | 0.20% | −72−2.9% | Reduced |
| Collaborative Wealth Managment Inc. | 2,382 | $1.30M | 0.63% | 00.0% | Unchanged |
| Dearborn Partners LLC | 2,383 | $1.30M | 0.06% | −107−4.3% | Reduced |
| Sensible Money, LLC | 2,384 | $1.30M | 0.63% | +103+4.5% | Added |
| Criterion Capital Advisors, LLC | 2,388 | $1.30M | 0.82% | +983+70.0% | Added |
| Roof Eidam & Maycock | 2,389 | $1.30M | 0.35% | −447−15.8% | Reduced |
| Valicenti Advisory Services Inc | 2,389 | $1.30M | 0.35% | −55−2.3% | Reduced |
| Townsend Asset Management Corp | 2,397 | $1.30M | 0.51% | +22+0.9% | Added |
| EagleClaw Capital Managment, LLC | 2,398 | $1.31M | 0.23% | +300+14.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,403 | $1.31M | 0.20% | +49+2.1% | Added |
| Financial Network Wealth Advisors LLC | 2,404 | $1.31M | 0.98% | +285+13.4% | Added |
| Bradley & Co. Private Wealth Management, LLC | 2,416 | $1.32M | 0.97% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 2,420 | $1.32M | 0.30% | −57−2.3% | Reduced |
| Tranquility Partners, LLC | 2,421 | $1.32M | 0.51% | +55+2.3% | Added |
| Able Wealth Management LLC | 2,425 | $1.32M | 1.09% | −58−2.3% | Reduced |
| Palo Alto Wealth Advisors, LLC | 2,428 | $1.33M | 0.92% | −207−7.9% | Reduced |
| Sym Financial Corp | 2,440 | $1.33M | 0.21% | +264+12.1% | Added |
| Monetary Management Group Inc | 2,440 | $1.33M | 0.35% | +177+7.8% | Added |
| First Command Advisory Services, Inc. | 2,447 | $1.33M | 0.01% | −57−2.3% | Reduced |
| Saxony Capital Management, LLC | 2,450 | $1.33M | 1.47% | −2,189−47.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,455 | $1.34M | 0.30% | −15−0.6% | Reduced |
| Investors Asset Management of Georgia Inc | 2,459 | $1.34M | 0.65% | +328+15.4% | Added |
| MBA Advisors LLC | 2,466 | $1.34M | 0.69% | −133−5.1% | Reduced |
| Bleichroeder LP | 2,470 | $1.34M | 0.40% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 2,478 | $1.35M | 0.42% | +1,298+110.0% | Added |
| 49 Wealth Management, LLC | 2,476 | $1.35M | 0.27% | +153+6.6% | Added |
| Dana Investment Advisors, Inc. | 2,489 | $1.35M | 0.05% | +74+3.1% | Added |
| Matthew Goff Investment Advisor, LLC | 2,495 | $1.36M | 0.28% | +5+0.2% | Added |
| Acorn Wealth Advisors, LLC | 2,496 | $1.36M | 0.67% | +29+1.2% | Added |
| JNBA Financial Advisors | 2,499 | $1.36M | 0.14% | −292−10.5% | Reduced |
| Primoris Wealth Advisors, LLC | 2,500 | $1.36M | 1.09% | 00.0% | Unchanged |
| State Farm Mutual Automobile Insurance Co | 2,500 | $1.36M | 0.00% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 2,504 | $1.36M | 1.16% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 2,516 | $1.37M | 0.21% | +2,516 | New |
| Castle Wealth Management LLC | 2,517 | $1.37M | 0.66% | +312+14.1% | Added |
| Upper Left Wealth Management, LLC | 2,545 | $1.39M | 1.26% | +11+0.4% | Added |
| Grant/GrossMendelsohn, LLC | 2,546 | $1.39M | 0.63% | +10.0% | Added |
| Austin Wealth Management, LLC | 2,491 | $1.39M | 0.32% | +676+37.2% | Added |
| Monterey Private Wealth, Inc. | 2,556 | $1.39M | 0.52% | −26−1.0% | Reduced |
| Palouse Capital Management, Inc. | 2,557 | $1.39M | 0.93% | −210−7.6% | Reduced |
| Southeast Asset Advisors Inc. | 2,558 | $1.39M | 0.17% | +10.0% | Added |
| Oarsman Capital, Inc. | 2,563 | $1.39M | 0.31% | −26−1.0% | Reduced |
| RiverGlades Family Offices LLC | 2,571 | $1.40M | 1.09% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,583 | $1.41M | 0.13% | +179+7.4% | Added |
| Beaton Management Co. Inc. | 2,589 | $1.41M | 0.76% | +785+43.5% | Added |
| Narus Financial Partners, LLC | 2,590 | $1.41M | 0.57% | +9+0.3% | Added |
| Triangle Securities Wealth Management | 2,594 | $1.41M | 0.40% | −32−1.2% | Reduced |
| Darden Wealth Group Inc | 2,596 | $1.41M | 1.07% | +273+11.8% | Added |
| Wexford Capital LP | 2,596 | $1.41M | 0.36% | −1,234−32.2% | Reduced |
| O'Rourke & Company, Inc | 2,597 | $1.41M | 0.80% | +183+7.6% | Added |
| Clarity Capital Partners LLC | 2,606 | $1.42M | 0.87% | +10+0.4% | Added |
| Wellington Shields Capital Management, LLC | 2,607 | $1.42M | 0.26% | +427+19.6% | Added |
| Old Mission Investment Co LLC | 2,612 | $1.42M | 0.46% | +4+0.2% | Added |
| Martel Wealth Advisors Inc | 2,615 | $1.42M | 0.31% | −639−19.6% | Reduced |
| Long Road Investment Counsel, LLC | 2,614 | $1.42M | 0.62% | +550+26.6% | Added |
| Caitlin John, LLC | 2,616 | $1.42M | 1.04% | −248−8.7% | Reduced |
| Occidental Asset Management, LLC | 2,620 | $1.43M | 0.25% | +50+1.9% | Added |
| Oak Harbor Wealth Partners, LLC | 2,620 | $1.43M | 0.45% | −785−23.1% | Reduced |
| Girard Partners Ltd. | 2,625 | $1.43M | 0.14% | −37−1.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,628 | $1.43M | 0.17% | +10.0% | Added |
| CNB Bank | 2,634 | $1.43M | 0.69% | −95−3.5% | Reduced |
| SS&H Financial Advisors, Inc. | 2,640 | $1.44M | 0.56% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 2,633 | $1.44M | 0.67% | +95+3.7% | Added |
| JT Stratford LLC | 2,643 | $1.44M | 0.27% | +220+9.1% | Added |
| Resources Management Corp | 2,645 | $1.44M | 0.21% | +43+1.7% | Added |
| FSA Advisors, Inc. | 2,691 | $1.44M | 1.50% | +243+9.9% | Added |
| Aire Advisors, LLC | 2,647 | $1.44M | 0.33% | −13−0.5% | Reduced |
| Proathlete Wealth Management LLC | 2,652 | $1.44M | 0.68% | +8+0.3% | Added |
| First Personal Financial Services | 2,653 | $1.44M | 0.33% | +7+0.3% | Added |