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 |
|---|---|---|---|---|---|
| Navellier & Associates Inc | 3,122 | $1.70M | 0.20% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,126 | $1.70M | 0.02% | −562−15.2% | Reduced |
| Peninsula Asset Management Inc | 3,129 | $1.70M | 0.94% | −1,050−25.1% | Reduced |
| Savvy Advisors, Inc. | 3,133 | $1.71M | 0.56% | +1,699+118.5% | Added |
| Equita Financial Network, Inc. | 3,136 | $1.71M | 0.71% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 3,140 | $1.71M | 0.69% | −38−1.2% | Reduced |
| Geneva Partners, LLC | 3,140 | $1.71M | 0.70% | −417−11.7% | Reduced |
| Violich Capital Management, Inc. | 3,140 | $1.71M | 0.23% | +125+4.1% | Added |
| Hanson & Doremus Investment Management | 3,145 | $1.71M | 0.29% | +99+3.3% | Added |
| Fulton Bank, N.A. | 3,148 | $1.71M | 0.07% | +643+25.7% | Added |
| WMG Financial Advisors, LLC | 3,149 | $1.71M | 0.91% | +234+8.0% | Added |
| United Advisor Group, LLC | 3,150 | $1.71M | 0.53% | −467−12.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 3,142 | $1.72M | 0.12% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 3,161 | $1.72M | 0.25% | +3,161 | New |
| Wambolt & Associates, LLC | 3,159 | $1.72M | 0.50% | −5−0.2% | Reduced |
| Powell Investment Advisors, LLC | 3,158 | $1.72M | 0.89% | −20−0.6% | Reduced |
| Fernwood Investment Management, LLC | 3,169 | $1.72M | 0.53% | −179,826−98.3% | Reduced |
| Altus Wealth Management, LLC | 3,171 | $1.73M | 0.83% | +29+0.9% | Added |
| Formidable Asset Management, LLC | 4,169 | $1.73M | 0.28% | +142+3.5% | Added |
| Shaker Investments LLC | 3,203 | $1.74M | 0.76% | +51+1.6% | Added |
| First PREMIER Bank | 3,209 | $1.75M | 0.47% | 00.0% | Unchanged |
| Meyer Handelman Co | 3,210 | $1.75M | 0.06% | +460+16.7% | Added |
| FourThought Financial Partners, LLC | 3,212 | $1.75M | 0.22% | +303+10.4% | Added |
| Exchange Capital Management, Inc. | 3,221 | $1.75M | 0.29% | −124−3.7% | Reduced |
| Randolph Co Inc | 3,223 | $1.75M | 0.22% | 00.0% | Unchanged |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 3,225 | $1.76M | 3.24% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 3,234 | $1.76M | 0.57% | +772+31.4% | Added |
| Widmann Financial Services, Inc. | 3,235 | $1.76M | 1.43% | −42−1.3% | Reduced |
| Cowa, LLC | 3,235 | $1.76M | 0.94% | 00.0% | Unchanged |
| Congress Asset Management Co | 3,241 | $1.76M | 0.01% | +47+1.5% | Added |
| D. Scott Neal, Inc. | 3,259 | $1.78M | 0.99% | +7+0.2% | Added |
| Auour Investments LLC | 3,280 | $1.78M | 0.66% | +14+0.4% | Added |
| Redwood Investment Management, LLC | 3,280 | $1.78M | 0.15% | +1,586+93.6% | Added |
| Financial Security Advisor, Inc. | 3,272 | $1.79M | 0.60% | −114−3.4% | Reduced |
| Optimist Retirement Group LLC | 3,285 | $1.79M | 0.94% | 00.0% | Unchanged |
| Priebe Wealth Holdings LLC | 3,291 | $1.79M | 1.42% | −141−4.1% | Reduced |
| Claret Asset Management Corp | 3,297 | $1.79M | 0.32% | −140−4.1% | Reduced |
| Ascent Group, LLC | 3,299 | $1.80M | 0.15% | −3−0.1% | Reduced |
| Ghisallo Capital Management LLC | 3,300 | $1.80M | 0.15% | −5,260−61.4% | Reduced |
| NorthStar Asset Management LLC | 3,301 | $1.80M | 1.25% | −63−1.9% | Reduced |
| Halter Ferguson Financial Inc. | 3,303 | $1.80M | 1.28% | +35+1.1% | Added |
| Consilium Wealth Advisory, LLC | 3,317 | $1.81M | 0.99% | +742+28.8% | Added |
| Family Asset Management, LLC | 3,318 | $1.81M | 1.16% | +10.0% | Added |
| 9258 Wealth Management, LLC | 3,318 | $1.81M | 0.28% | +15+0.5% | Added |
| River Wealth Advisors LLC | 3,322 | $1.81M | 0.26% | +287+9.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,323 | $1.81M | 0.24% | 00.0% | Unchanged |
| Hutchinson Capital Management | 3,324 | $1.81M | 0.37% | −47−1.4% | Reduced |
| Summit Asset Management, LLC | 3,340 | $1.82M | 0.38% | −99−2.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,340 | $1.82M | 0.73% | −406−10.8% | Reduced |
| Garner Asset Management Corp | 3,341 | $1.82M | 0.89% | +10.0% | Added |
| Vestor Capital, LLC | 3,345 | $1.82M | 0.15% | −176−5.0% | Reduced |
| Curbstone Financial Management Corp | 3,347 | $1.82M | 0.40% | +200+6.4% | Added |
| Significant Wealth Partners LLC | 3,367 | $1.83M | 1.03% | +36+1.1% | Added |
| Edgar Lomax Co | 3,368 | $1.83M | 0.12% | 00.0% | Unchanged |
| Holistic Planning, LLC | 3,512 | $1.84M | 1.41% | 00.0% | Unchanged |
| Smith, Salley & Associates | 3,378 | $1.84M | 0.13% | −113−3.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,387 | $1.84M | 0.12% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 3,390 | $1.84M | 1.34% | −46−1.3% | Reduced |
| 360 Financial, Inc. | 3,391 | $1.85M | 0.70% | +20+0.6% | Added |
| Arbor Investment Advisors, LLC | 3,395 | $1.85M | 0.27% | +10.0% | Added |
| Everpar Advisors LLC | 3,397 | $1.85M | 0.93% | −200−5.6% | Reduced |
| Wunderlich Capital Managemnt | 3,403 | $1.85M | 0.83% | −154−4.3% | Reduced |
| Naviter Wealth, LLC | 3,395 | $1.85M | 0.28% | +1,656+95.2% | Added |
| Bright Financial Advisors, Inc. | 3,408 | $1.85M | 1.31% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3,438 | $1.87M | 0.28% | −289−7.8% | Reduced |
| Weaver Consulting Group | 3,441 | $1.87M | 0.65% | −183−5.0% | Reduced |
| Nomura Asset Management Co Ltd | 3,442 | $1.87M | 0.01% | −3,085−47.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 3,464 | $1.89M | 0.51% | +24+0.7% | Added |
| American Capital Advisory, LLC | 3,966 | $1.89M | 1.35% | −402−9.2% | Reduced |
| Maia Wealth LLC | 3,362 | $1.89M | 0.57% | +3,362 | New |
| SignalPoint Asset Management, LLC | 3,471 | $1.89M | 0.50% | −176−4.8% | Reduced |
| Campbell Wealth Management | 3,481 | $1.89M | 0.61% | +38+1.1% | Added |
| Walden Wealth Partners LLC | 3,482 | $1.90M | 1.06% | 00.0% | Unchanged |
| Manchester Financial Inc | 3,484 | $1.90M | 0.47% | +13+0.4% | Added |
| WJ Wealth Management, LLC | 3,489 | $1.90M | 0.69% | −250−6.7% | Reduced |
| Red Door Wealth Management, LLC | 3,495 | $1.90M | 0.34% | +373+11.9% | Added |
| Cherry Tree Wealth Management, LLC | 3,498 | $1.90M | 0.48% | −14−0.4% | Reduced |
| Liberty Capital Management, Inc. | 3,501 | $1.91M | 0.45% | +827+30.9% | Added |
| McCarthy & Cox | 3,503 | $1.91M | 0.73% | −398−10.2% | Reduced |
| Fiduciary Family Office, LLC | 3,507 | $1.91M | 0.75% | +397+12.8% | Added |
| Country Trust Bank | 3,519 | $1.92M | 0.05% | −516−12.8% | Reduced |
| Whalerock Point Partners, LLC | 3,519 | $1.92M | 0.51% | 00.0% | Unchanged |
| Permanens Capital L.P. | 3,512 | $1.92M | 0.20% | +236+7.2% | Added |
| WealthPLAN Partners, LLC | 3,528 | $1.92M | 0.21% | +63+1.8% | Added |
| Marshall Financial Group LLC | 3,533 | $1.92M | 0.54% | −200−5.4% | Reduced |
| RTD Financial Advisors, Inc. | 3,549 | $1.93M | 0.26% | −467−11.6% | Reduced |
| Sage Advisors, LLC | 3,551 | $1.93M | 1.57% | +158+4.7% | Added |
| Lynx Investment Advisory | 3,551 | $1.93M | 1.43% | +3,551 | New |
| Arbor Wealth Advisors LLC | 3,558 | $1.94M | 1.91% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 3,560 | $1.94M | 1.33% | +491+16.0% | Added |
| Mogy Joel R Investment Counsel Inc | 3,575 | $1.95M | 0.12% | −127−3.4% | Reduced |
| GW Henssler & Associates Ltd | 3,579 | $1.95M | 0.12% | +95+2.7% | Added |
| Wallace Advisory Group, LLC | 3,579 | $1.95M | 1.40% | +77+2.2% | Added |
| Oberweis Asset Management Inc | 3,585 | $1.95M | 0.12% | +9+0.3% | Added |
| Main Street Research LLC | 3,577 | $1.95M | 0.13% | +603+20.3% | Added |
| Legacy Private Trust Co. | 3,591 | $1.95M | 0.14% | +89+2.5% | Added |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $1.96M | 0.32% | 00.0% | Unchanged |
| Sentry LLC | 3,594 | $1.96M | 0.36% | 00.0% | Unchanged |
| Wynn Capital, LLC | 3,604 | $1.96M | 1.45% | −15−0.4% | Reduced |
| TMD Wealth Management, LLC | 3,608 | $1.96M | 0.43% | −30−0.8% | Reduced |