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 |
|---|---|---|---|---|---|
| Sharkey, Howes & Javer | 4,135 | $2.25M | 0.36% | +3+0.1% | Added |
| Shaker Financial Services, LLC | 4,125 | $2.25M | 0.91% | +2,903+237.6% | Added |
| Consolidated Portfolio Review Corp | 4,139 | $2.25M | 0.53% | +1,178+39.8% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 4,139 | $2.25M | 0.43% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 4,142 | $2.25M | 0.27% | −105−2.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,147 | $2.26M | 0.18% | +304+7.9% | Added |
| Staley Capital Advisers Inc | 4,153 | $2.26M | 0.10% | +1,400+50.9% | Added |
| WealthShield Partners, LLC | 4,144 | $2.26M | 0.34% | +891+27.4% | Added |
| Sterling Investment Counsel, LLC | 4,157 | $2.26M | 0.89% | +260+6.7% | Added |
| Eagle Rock Investment Company, LLC | 4,163 | $2.27M | 0.41% | +103+2.5% | Added |
| Allred Capital Management, LLC | 4,164 | $2.27M | 0.87% | −48−1.1% | Reduced |
| Financial Network Wealth Management LLC | 4,169 | $2.28M | 0.87% | −374−8.2% | Reduced |
| Roberts Wealth Advisors, LLC | 4,102 | $2.28M | 0.78% | −16−0.4% | Reduced |
| VanderPol Investments L.L.C. | 4,200 | $2.29M | 6.94% | +4,200 | New |
| Coyle Financial Counsel LLC | 4,379 | $2.29M | 0.82% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 4,235 | $2.30M | 0.77% | +24+0.6% | Added |
| SP Asset Management LLC | 4,243 | $2.31M | 0.21% | +445+11.7% | Added |
| Savior LLC | 4,270 | $2.32M | 12.09% | −3,900−47.7% | Reduced |
| Stokes Family Office, LLC | 4,272 | $2.32M | 0.27% | +3,534+478.9% | Added |
| Clayton Financial Group LLC | 4,446 | $2.33M | 1.01% | +36+0.8% | Added |
| Nottingham Advisors, Inc. | 4,281 | $2.33M | 0.28% | −10−0.2% | Reduced |
| Hall Laurie J Trustee | 4,287 | $2.33M | 0.81% | +45+1.1% | Added |
| Sawgrass Asset Management LLC | 4,286 | $2.33M | 0.25% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 4,293 | $2.34M | 0.18% | −875−16.9% | Reduced |
| Traphagen Investment Advisors LLC | 4,296 | $2.34M | 0.25% | +499+13.1% | Added |
| Means Investment Co., Inc. | 4,302 | $2.34M | 0.28% | −354−7.6% | Reduced |
| Chesapeake Asset Management LLC | 4,304 | $2.35M | 2.25% | −364−7.8% | Reduced |
| Pin Oak Investment Advisors Inc | 4,316 | $2.35M | 2.25% | −120−2.7% | Reduced |
| Brand Asset Management Group, Inc. | 4,321 | $2.35M | 0.99% | −153−3.4% | Reduced |
| TruNorth Capital Management, LLC | 4,332 | $2.36M | 0.76% | +1,374+46.5% | Added |
| LaSalle St. Investment Advisors, LLC | 4,338 | $2.36M | 1.18% | −17−0.4% | Reduced |
| Northeast Investment Management | 4,356 | $2.37M | 0.11% | +370+9.3% | Added |
| Morton Capital Management LLC | 4,361 | $2.37M | 0.56% | +26+0.6% | Added |
| Quantum Private Wealth, LLC | 4,364 | $2.37M | 0.84% | −233−5.1% | Reduced |
| Strata Wealth Advisors, LLC | 4,367 | $2.38M | 0.82% | −209−4.6% | Reduced |
| Insight 2811, Inc. | 4,369 | $2.38M | 1.23% | −675−13.4% | Reduced |
| Polymer Capital Management (HK) LTD | 4,373 | $2.38M | 0.48% | +4,373 | New |
| VeraBank, N.A. | 4,382 | $2.38M | 0.74% | −2,017−31.5% | Reduced |
| Eagle Wealth Strategies LLC | 4,384 | $2.39M | 1.93% | −29−0.7% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 4,392 | $2.39M | 0.06% | −9,140−67.5% | Reduced |
| Signet Financial Management, LLC | 4,399 | $2.39M | 0.32% | +153+3.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,386 | $2.39M | 0.68% | +57+1.3% | Added |
| Insight Wealth Strategies, LLC | 4,405 | $2.40M | 0.34% | +117+2.7% | Added |
| American Trust | 4,409 | $2.40M | 0.20% | −6,040−57.8% | Reduced |
| James Investment Research Inc | 4,413 | $2.40M | 0.29% | −293−6.2% | Reduced |
| Northwest Capital Management Inc | 4,415 | $2.40M | 0.88% | −2,372−34.9% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,417 | $2.40M | 0.61% | +155+3.6% | Added |
| Cordatus Wealth Management LLC | 4,434 | $2.41M | 0.90% | −14,055−76.0% | Reduced |
| Amussen Hunsaker Associates LLC | 4,438 | $2.42M | 0.41% | −27−0.6% | Reduced |
| Aull & Monroe Investment Management Corp | 4,439 | $2.42M | 1.18% | −6−0.1% | Reduced |
| TPG Advisors LLC | 4,442 | $2.42M | 2.06% | +4,442 | New |
| Sharper & Granite LLC | 4,443 | $2.42M | 1.15% | +43+1.0% | Added |
| MPS Loria Financial Planners, LLC | 4,445 | $2.42M | 0.78% | +25+0.6% | Added |
| Cooksen Wealth, LLC | 4,447 | $2.42M | 2.44% | +4+0.1% | Added |
| Maple Capital Management, Inc. | 4,452 | $2.42M | 0.20% | +2,452+122.6% | Added |
| Beaumont Financial Advisors, LLC | 4,456 | $2.43M | 0.19% | +65+1.5% | Added |
| Main Street Group, LTD | 4,450 | $2.43M | 1.01% | −209−4.5% | Reduced |
| Maxwell Wealth Strategies Inc. | 4,483 | $2.44M | 1.20% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 4,487 | $2.44M | 0.05% | +25+0.6% | Added |
| Channel Wealth LLC | 4,492 | $2.44M | 0.89% | +3,286+272.5% | Added |
| Red Lighthouse Investment Management, LLC | 4,505 | $2.45M | 1.03% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 4,511 | $2.45M | 0.21% | −185−3.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,518 | $2.46M | 1.48% | −45−1.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,519 | $2.46M | 0.60% | −353−7.2% | Reduced |
| Selway Asset Management | 4,522 | $2.46M | 1.00% | −1,462−24.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,527 | $2.46M | 0.64% | +45+1.0% | Added |
| Members Wealth LLC | 3,976 | $2.47M | 1.65% | +3,976 | New |
| Schneider Downs Wealth Management Advisors, LP | 4,549 | $2.48M | 0.55% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 4,552 | $2.48M | 0.07% | +2,088+84.7% | Added |
| Rice Partnership, LLC | 4,565 | $2.48M | 0.54% | −150−3.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,585 | $2.49M | 0.26% | +11+0.2% | Added |
| Cooper/Haims Advisors, LLC | 4,593 | $2.50M | 1.40% | −5−0.1% | Reduced |
| Bennett Selby Investments LP | 4,593 | $2.50M | 1.12% | +14+0.3% | Added |
| River Street Advisors LLC | 4,594 | $2.50M | 1.55% | +2,584+128.6% | Added |
| Bull Street Advisors, LLC | 4,607 | $2.51M | 1.21% | 00.0% | Unchanged |
| TNF LLC | 4,634 | $2.51M | 0.92% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 4,613 | $2.51M | 0.22% | −164−3.4% | Reduced |
| Affinity Capital Advisors, LLC | 4,617 | $2.51M | 0.53% | +2,075+81.6% | Added |
| Marshall & Sullivan Inc | 4,619 | $2.51M | 1.26% | −31−0.7% | Reduced |
| Builder Investment Group Inc | 4,623 | $2.52M | 0.69% | −72−1.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,631 | $2.52M | 0.37% | +207+4.7% | Added |
| Ironwood Wealth Management, LLC. | 4,637 | $2.52M | 0.82% | −181−3.8% | Reduced |
| Blueprint Investment Partners LLC | 4,652 | $2.53M | 0.55% | −2,389−33.9% | Reduced |
| SeaBridge Investment Advisors LLC | 4,655 | $2.53M | 0.66% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 4,655 | $2.53M | 0.48% | +1,993+74.9% | Added |
| TBH Global Asset Management, LLC | 4,655 | $2.53M | 0.56% | −814−14.9% | Reduced |
| Fiduciary Financial Group, LLC | 4,506 | $2.55M | 0.61% | +4,506 | New |
| Options Solutions, LLC | 4,694 | $2.55M | 1.53% | −958−16.9% | Reduced |
| Cape Investment Advisory, Inc. | 4,695 | $2.55M | 1.15% | −892−16.0% | Reduced |
| Sound Income Strategies, LLC | 4,697 | $2.56M | 0.16% | +2,070+78.8% | Added |
| EHP Funds Inc. | 4,700 | $2.56M | 1.26% | +1,200+34.3% | Added |
| EdgeRock Capital LLC | 4,720 | $2.57M | 1.99% | +270+6.1% | Added |
| Invesco Ltd. | 4,732 | $2.58M | 0.00% | +1,213+34.5% | Added |
| Clarity Capital Advisors, LLC | 4,740 | $2.58M | 1.99% | +10+0.2% | Added |
| Northside Capital Management, LLC | 4,740 | $2.58M | 0.44% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 4,746 | $2.58M | 0.24% | −15−0.3% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 4,752 | $2.59M | 0.11% | 00.0% | Unchanged |
| Cadinha & Co LLC | 4,759 | $2.59M | 0.48% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,760 | $2.59M | 0.25% | +745+18.6% | Added |
| Q3 Asset Management | 4,762 | $2.59M | 0.59% | +4,762 | New |