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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Chilton Investment Co LLC | 2,654 | $1.44M | 0.04% | +8+0.3% | Added |
| FreeGulliver LLC | 2,661 | $1.45M | 0.99% | +636+31.4% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 2,663 | $1.45M | 0.54% | −221−7.7% | Reduced |
| Wallace Capital Management Inc. | 2,664 | $1.45M | 0.21% | 00.0% | Unchanged |
| Cambridge Capital Management, LLC | 2,666 | $1.45M | 1.07% | 00.0% | Unchanged |
| American Capital Management Inc | 2,666 | $1.45M | 0.05% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 2,672 | $1.45M | 0.81% | +2+0.1% | Added |
| Lee Danner & Bass Inc | 2,681 | $1.46M | 0.11% | +2,681 | New |
| Heritage Financial Services, LLC | 2,682 | $1.46M | 0.21% | −112−4.0% | Reduced |
| Triton Wealth Management, PLLC | 2,639 | $1.46M | 0.85% | −42−1.6% | Reduced |
| Fortem Financial Group, LLC | 2,687 | $1.46M | 0.63% | +5+0.2% | Added |
| Riverstone Advisors, LLC | 2,689 | $1.46M | 0.90% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 2,692 | $1.47M | 0.38% | +10+0.4% | Added |
| Trillium Asset Management, LLC | 2,713 | $1.48M | 0.04% | −295−9.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,785 | $1.48M | 0.97% | +73+2.7% | Added |
| Sterling Financial Planning, Inc. | 2,720 | $1.48M | 0.60% | +26+1.0% | Added |
| Bourgeon Capital Management LLC | 2,727 | $1.48M | 0.29% | −396−12.7% | Reduced |
| Capital Planning Advisors, LLC | 2,727 | $1.48M | 0.25% | +39+1.5% | Added |
| Delta Financial Group, Inc. | 2,731 | $1.49M | 0.62% | −22−0.8% | Reduced |
| Lantz Financial LLC | 2,735 | $1.49M | 0.46% | +374+15.8% | Added |
| Cannon Financial Strategists, Inc. | 2,736 | $1.49M | 0.28% | +2,060+304.7% | Added |
| Professional Advisory Services Inc | 2,742 | $1.49M | 0.20% | −38−1.4% | Reduced |
| Valtinson Bruner Financial Planning LLC | 2,748 | $1.50M | 0.59% | −38−1.4% | Reduced |
| Capital Investment Counsel, LLC | 2,751 | $1.50M | 0.29% | +86+3.2% | Added |
| Retirement Guys Formula LLC | 2,762 | $1.50M | 0.72% | +179+6.9% | Added |
| Suncoast Equity Management | 2,766 | $1.51M | 0.17% | +127+4.8% | Added |
| Sutton Place Investors LLC | 2,768 | $1.51M | 1.00% | 00.0% | Unchanged |
| Goodman Financial Corp | 2,771 | $1.51M | 0.34% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 2,783 | $1.51M | 0.69% | 00.0% | Unchanged |
| Philadelphia Trust Co | 2,783 | $1.51M | 0.12% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 2,785 | $1.52M | 0.43% | +86+3.2% | Added |
| EPG Wealth Management LLC | 0 | $1.52M | 0.35% | −2,860−100.0% | Reduced |
| Core Wealth Advisors, Inc. | 2,794 | $1.52M | 0.52% | +139+5.2% | Added |
| Westbourne Investment Advisors, Inc. | 2,814 | $1.53M | 0.55% | +110+4.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,829 | $1.54M | 0.51% | +10+0.4% | Added |
| Greystone Financial Group, LLC | 2,834 | $1.54M | 0.30% | +1,346+90.5% | Added |
| Private Capital Advisors, Inc. | 2,836 | $1.54M | 0.17% | +139+5.2% | Added |
| Ulland Investment Advisors, LLC | 2,841 | $1.55M | 1.07% | −19−0.7% | Reduced |
| Old Port Advisors | 2,842 | $1.55M | 0.46% | +72+2.6% | Added |
| Culbertson A N & Co Inc | 2,846 | $1.55M | 0.27% | −582−17.0% | Reduced |
| Fermata Advisors, LLC | 2,856 | $1.55M | 0.36% | +54+1.9% | Added |
| LaFleur & Godfrey LLC | 2,867 | $1.56M | 0.23% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 2,592 | $1.56M | 0.40% | +863+49.9% | Added |
| Capital CS Group, LLC | 2,871 | $1.56M | 1.80% | +122+4.4% | Added |
| Register Financial Advisors LLC | 2,872 | $1.56M | 0.79% | +10.0% | Added |
| Rinkey Investments | 2,876 | $1.57M | 0.56% | +940+48.6% | Added |
| Parkside Advisors LLC | 2,868 | $1.57M | 0.40% | −165−5.4% | Reduced |
| Frisch Financial Group, Inc. | 4,106 | $1.57M | 0.47% | +1,227+42.6% | Added |
| Birch Hill Investment Advisors LLC | 2,882 | $1.57M | 0.08% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 2,885 | $1.57M | 0.53% | 00.0% | Unchanged |
| Citizens & Northern Corp | 2,889 | $1.57M | 0.49% | −44−1.5% | Reduced |
| Forte Capital LLC | 2,894 | $1.57M | 0.19% | −284−8.9% | Reduced |
| W.H. Cornerstone Investments Inc. | 2,897 | $1.58M | 1.12% | −29−1.0% | Reduced |
| Front Street Capital Management, Inc. | 2,904 | $1.58M | 0.30% | +998+52.4% | Added |
| Empire Financial Management Company, LLC | 2,905 | $1.58M | 0.52% | −97−3.2% | Reduced |
| Front Row Advisors LLC | 2,909 | $1.59M | 0.55% | +38+1.3% | Added |
| Lumbard & Kellner, LLC | 2,932 | $1.60M | 0.75% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 2,940 | $1.60M | 0.09% | −172−5.5% | Reduced |
| High Probability Advisors, LLC | 2,944 | $1.60M | 0.29% | −204−6.5% | Reduced |
| HBW Advisory Services LLC | 2,947 | $1.60M | 0.27% | +579+24.5% | Added |
| Exchange Bank | 2,950 | $1.61M | 1.36% | +232+8.5% | Added |
| Mattern Capital Management, LLC | 2,951 | $1.61M | 0.22% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 2,952 | $1.61M | 0.17% | −458−13.4% | Reduced |
| Richardson Financial Services Inc. | 2,959 | $1.61M | 1.16% | −30−1.0% | Reduced |
| MA Private Wealth | 2,963 | $1.61M | 0.32% | −77−2.5% | Reduced |
| WealthPlan Investment Management, LLC | 2,965 | $1.61M | 0.24% | +547+22.6% | Added |
| Gilliland Jeter Wealth Management LLC | 2,970 | $1.62M | 0.54% | +48+1.6% | Added |
| Chickasaw Capital Management LLC | 2,981 | $1.62M | 0.07% | −215−6.7% | Reduced |
| Investment Advisory Services Inc | 2,990 | $1.63M | 0.60% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 2,991 | $1.63M | 1.03% | +106+3.7% | Added |
| Taylor Financial Group, Inc. | 2,992 | $1.63M | 1.25% | −10.0% | Reduced |
| Beta Wealth Group, Inc. | 2,992 | $1.63M | 0.77% | +1,883+169.8% | Added |
| LVW Advisors, LLC | 2,995 | $1.63M | 0.24% | +347+13.1% | Added |
| Legacy Financial Group LLC | 2,997 | $1.63M | 0.32% | −23−0.8% | Reduced |
| HITE Hedge Asset Management LLC | 3,000 | $1.63M | 0.16% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 3,000 | $1.63M | 0.71% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 3,003 | $1.63M | 0.06% | 00.0% | Unchanged |
| Meridian Financial, LLC | 3,003 | $1.63M | 1.18% | 00.0% | Unchanged |
| Integrity Wealth Solutions LLC | 3,007 | $1.64M | 1.07% | −1,833−37.9% | Reduced |
| TFC Financial Management | 3,026 | $1.65M | 0.29% | −184−5.7% | Reduced |
| MSH Capital Advisors LLC | 3,033 | $1.65M | 0.55% | +98+3.3% | Added |
| Coombe, Bender & Co LLC | 3,041 | $1.66M | 0.97% | +11+0.4% | Added |
| Ayrshire Capital Management LLC | 3,044 | $1.66M | 0.84% | −14−0.5% | Reduced |
| Costello Asset Management, INC | 3,046 | $1.66M | 1.24% | +569+23.0% | Added |
| Vaughan David Investments LLC | 3,058 | $1.66M | 0.04% | −1,169−27.7% | Reduced |
| CoreFirst Bank & Trust | 3,061 | $1.67M | 1.12% | 00.0% | Unchanged |
| Clean Yield Group | 3,061 | $1.67M | 0.62% | +781+34.3% | Added |
| Michael B. Yongue | 3,063 | $1.67M | 1.43% | −80−2.5% | Reduced |
| Wealth Group Ltd | 3,064 | $1.67M | 0.50% | −15−0.5% | Reduced |
| GAMMA Investing LLC | 3,065 | $1.67M | 0.23% | +652+27.0% | Added |
| CORDA Investment Management, LLC. | 3,066 | $1.67M | 0.14% | −149−4.6% | Reduced |
| TrueWealth Financial Partners | 3,067 | $1.67M | 1.08% | +8+0.3% | Added |
| Cranbrook Wealth Management, LLC | 3,081 | $1.68M | 0.41% | −184−5.6% | Reduced |
| CFS Investment Advisory Services, LLC | 3,089 | $1.68M | 0.14% | −94−3.0% | Reduced |
| Bill Few Associates, Inc. | 3,095 | $1.68M | 0.65% | 00.0% | Unchanged |
| Congress Park Capital LLC | 3,103 | $1.69M | 0.68% | −175−5.3% | Reduced |
| Prairie Sky Financial Group LLC | 3,106 | $1.69M | 1.05% | +5+0.2% | Added |
| Meeder Advisory Services, Inc. | 3,112 | $1.69M | 0.12% | +751+31.8% | Added |
| White Knight Strategic Wealth Advisors, LLC | 3,116 | $1.70M | 1.69% | −223−6.7% | Reduced |
| WESCAP Management Group, Inc. | 3,121 | $1.70M | 0.48% | −108−3.3% | Reduced |