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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 3,615 | $1.97M | 0.16% | +212+6.2% | Added |
| EMC Capital Management | 3,620 | $1.97M | 1.14% | −1,180−24.6% | Reduced |
| Lakeridge Wealth Management LLC | 3,635 | $1.98M | 1.19% | +2,053+129.8% | Added |
| Red Wave Investments LLC | 3,643 | $1.98M | 0.73% | 00.0% | Unchanged |
| Logan Capital Management Inc | 3,644 | $1.98M | 0.09% | +10.0% | Added |
| Headinvest, LLC | 3,645 | $1.98M | 0.39% | −349−8.7% | Reduced |
| Safeguard Financial, LLC | 3,646 | $1.98M | 0.55% | +83+2.3% | Added |
| Forthright Family Wealth Advisory LLC | 3,655 | $1.99M | 1.28% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 3,661 | $1.99M | 0.17% | +727+24.8% | Added |
| ARS Wealth Advisors Group, LLC | 3,663 | $1.99M | 0.26% | −42−1.1% | Reduced |
| Modus Advisors, LLC | 3,667 | $2.00M | 0.71% | −36−1.0% | Reduced |
| Ransom Advisory, Ltd | 3,667 | $2.00M | 1.00% | −50−1.3% | Reduced |
| ICW Investment Advisors LLC | 3,678 | $2.00M | 0.91% | +46+1.3% | Added |
| Graybill Bartz & Assoc Ltd | 3,693 | $2.01M | 0.82% | +1,515+69.6% | Added |
| CFO4Life Group, LLC | 3,696 | $2.01M | 0.38% | −219−5.6% | Reduced |
| Melfa Wealth Management, LLC | 3,698 | $2.01M | 1.41% | +501+15.7% | Added |
| Graham Capital Management, L.P. | 3,701 | $2.01M | 0.07% | +3,101+516.8% | Added |
| Ingalls & Snyder LLC | 3,711 | $2.02M | 0.09% | +73+2.0% | Added |
| McBroom & Associates, LLC | 3,718 | $2.02M | 1.27% | −70−1.8% | Reduced |
| American Planning Services, Inc. | 3,720 | $2.02M | 1.42% | +21+0.6% | Added |
| Renaissance Investment Group LLC | 3,647 | $2.03M | 0.44% | +56+1.6% | Added |
| Blue Chip Partners, Inc. | 3,726 | $2.03M | 0.19% | +2+0.1% | Added |
| Facet Wealth, Inc. | 3,742 | $2.03M | 0.06% | +319+9.3% | Added |
| Wagner Wealth Management, LLC | 3,737 | $2.03M | 0.61% | +235+6.7% | Added |
| LGT Financial Advisors LLC | 3,737 | $2.03M | 4.29% | −299−7.4% | Reduced |
| Spring Capital Management, LLC | 4,590 | $2.03M | 1.61% | +690+17.7% | Added |
| MontVue Capital Management, Inc. | 3,741 | $2.04M | 1.62% | +106+2.9% | Added |
| Disciplined Investments, LLC | 3,745 | $2.04M | 1.09% | −6−0.2% | Reduced |
| Hyman Charles D | 3,753 | $2.04M | 0.11% | −24−0.6% | Reduced |
| Sierra Summit Advisors LLC | 3,764 | $2.05M | 0.51% | +588+18.5% | Added |
| Orcam Financial Group | 3,765 | $2.05M | 2.20% | 00.0% | Unchanged |
| FMB Wealth Management | 3,775 | $2.05M | 1.56% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 3,782 | $2.06M | 0.35% | +228+6.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,783 | $2.06M | 0.53% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 3,785 | $2.06M | 1.70% | 00.0% | Unchanged |
| BCS Wealth Management | 3,786 | $2.06M | 1.00% | +171+4.7% | Added |
| Independent Wealth Network Inc. | 3,787 | $2.06M | 0.96% | +54+1.4% | Added |
| Bank of Nova Scotia Trust Co | 3,795 | $2.07M | 0.23% | 00.0% | Unchanged |
| Falcon Wealth Planning | 3,797 | $2.07M | 0.27% | +67+1.8% | Added |
| Archford Capital Strategies, LLC | 3,812 | $2.07M | 0.34% | +51+1.4% | Added |
| McDaniel Terry & Co | 3,816 | $2.08M | 0.18% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 3,825 | $2.08M | 0.38% | −816−17.6% | Reduced |
| First County Bank | 3,827 | $2.08M | 1.07% | −5,464−58.8% | Reduced |
| Droms Strauss Advisors Inc | 3,844 | $2.09M | 0.76% | +91+2.4% | Added |
| Selective Wealth Management, Inc. | 3,765 | $2.09M | 0.92% | −78−2.0% | Reduced |
| Stoneridge Investment Partners LLC | 3,845 | $2.09M | 0.79% | +91+2.4% | Added |
| OneAscent Financial Services LLC | 3,845 | $2.09M | 0.29% | +211+5.8% | Added |
| JSF Financial, LLC | 3,855 | $2.10M | 0.64% | +25+0.7% | Added |
| Greenfield Savings Bank | 3,856 | $2.10M | 1.08% | +309+8.7% | Added |
| Capstone Financial Advisors, Inc. | 3,858 | $2.10M | 0.14% | +163+4.4% | Added |
| Integral Investment Advisors, Inc. | 3,848 | $2.10M | 0.78% | +1,764+84.6% | Added |
| CCG Wealth Management, LLC | 3,874 | $2.11M | 1.19% | −65−1.7% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,877 | $2.11M | 1.09% | −313−7.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 3,865 | $2.11M | 0.29% | +89+2.4% | Added |
| Private Capital Management LLC | 3,881 | $2.11M | 0.42% | +1,430+58.3% | Added |
| Denver Wealth Management, Inc. | 3,887 | $2.12M | 1.06% | +240+6.6% | Added |
| Astoria Portfolio Advisors LLC. | 3,897 | $2.12M | 0.76% | +46+1.2% | Added |
| Sculati Wealth Management, LLC | 3,916 | $2.13M | 0.91% | −6−0.2% | Reduced |
| Oxbow Advisors, LLC | 3,924 | $2.14M | 0.25% | −11−0.3% | Reduced |
| Barr E S & Co | 3,928 | $2.14M | 0.14% | +95+2.5% | Added |
| Altfest L J & Co Inc | 3,931 | $2.14M | 0.29% | −1,566−28.5% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 3,935 | $2.14M | 0.82% | +9+0.2% | Added |
| Peoples Bank | 3,941 | $2.14M | 1.67% | −20−0.5% | Reduced |
| Summit Global Investments | 3,949 | $2.15M | 0.14% | −40−1.0% | Reduced |
| Delta Asset Management LLC | 3,960 | $2.16M | 0.19% | +746+23.2% | Added |
| Team Hewins, LLC | 3,954 | $2.16M | 0.90% | −37−0.9% | Reduced |
| Stonegate Investment Group, LLC | 3,972 | $2.16M | 0.06% | +2,593+188.0% | Added |
| Black Diamond Financial, LLC | 3,981 | $2.17M | 0.42% | +45+1.1% | Added |
| Arista Wealth Management, LLC | 3,981 | $2.17M | 0.57% | +2,010+102.0% | Added |
| Synergy Financial Management, LLC | 3,992 | $2.17M | 0.34% | +258+6.9% | Added |
| WNY Asset Management, LLC | 4,000 | $2.18M | 0.29% | −1,508−27.4% | Reduced |
| Shay Capital LLC | 4,000 | $2.18M | 0.61% | +4,000 | New |
| Agate Pass Investment Management, LLC | 4,001 | $2.18M | 1.16% | +121+3.1% | Added |
| City State Bank | 4,010 | $2.18M | 0.89% | −41−1.0% | Reduced |
| Parker Financial LLC | 4,012 | $2.18M | 1.19% | −492−10.9% | Reduced |
| OMNI 360 Wealth, Inc. | 4,019 | $2.19M | 1.66% | −131−3.2% | Reduced |
| Interchange Capital Partners, LLC | 5,825 | $2.19M | 0.81% | +1,476+33.9% | Added |
| Hilltop National Bank | 4,036 | $2.20M | 0.71% | −9−0.2% | Reduced |
| Fountainhead AM, LLC | 4,039 | $2.20M | 0.52% | +1,752+76.6% | Added |
| Capital Research Global Investors | 4,027 | $2.20M | 0.00% | +1,564+63.5% | Added |
| Summit X, LLC | 4,011 | $2.20M | 0.49% | +1,422+54.9% | Added |
| Grandfield & Dodd, LLC | 4,045 | $2.20M | 0.14% | 00.0% | Unchanged |
| Davidson Trust Co | 4,049 | $2.20M | 1.52% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 4,051 | $2.20M | 1.43% | −735−15.4% | Reduced |
| Lazari Capital Management, Inc. | 4,054 | $2.21M | 0.99% | +1,432+54.6% | Added |
| Lokken Investment Group LLC | 4,064 | $2.21M | 1.04% | +196+5.1% | Added |
| Price T Rowe Associates Inc | 4,064 | $2.21M | 0.00% | −1,439−26.1% | Reduced |
| Northstar Group, Inc. | 4,071 | $2.22M | 0.42% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 4,078 | $2.22M | 1.55% | −34−0.8% | Reduced |
| White Lighthouse Investment Management Inc. | 4,078 | $2.22M | 0.43% | −311−7.1% | Reduced |
| Prelude Capital Management, LLC | 4,088 | $2.22M | 0.19% | −817−16.7% | Reduced |
| General Partner, Inc. | 4,088 | $2.22M | 1.42% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 4,091 | $2.23M | 0.52% | +76+1.9% | Added |
| Tufton Capital Management | 4,093 | $2.23M | 0.43% | +10+0.2% | Added |
| Roffman Miller Associates Inc | 4,093 | $2.23M | 0.15% | −160−3.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,094 | $2.23M | 0.83% | −671−14.1% | Reduced |
| Kornitzer Capital Management Inc | 4,105 | $2.23M | 0.04% | +40+1.0% | Added |
| Stone Point Wealth LLC | 4,116 | $2.24M | 0.80% | +59+1.5% | Added |
| Wedgewood Investors Inc | 4,132 | $2.25M | 2.67% | +4,132 | New |
| Empowered Funds, LLC | 4,135 | $2.25M | 0.04% | −3,050−42.4% | Reduced |