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 |
|---|---|---|---|---|---|
| Whitener Capital Management, Inc. | 449 | $244.4K | 0.07% | −7−1.5% | Reduced |
| Schulhoff & Co Inc | 450 | $244.9K | 0.11% | −25−5.3% | Reduced |
| Kennedy Investment Group | 450 | $245.1K | 0.12% | −11−2.4% | Reduced |
| Gentry Private Wealth, LLC | 451 | $245.4K | 0.22% | +451 | New |
| Diligent Investors, LLC | 451 | $245.5K | 0.06% | +1+0.2% | Added |
| Kathmere Capital Management, LLC | 451 | $245.6K | 0.03% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 452 | $246.4K | 0.10% | +16+3.7% | Added |
| Westhampton Capital, LLC | 454 | $247.1K | 0.13% | +454 | New |
| Koesten, Hirschmann & Crabtree, INC. | 474 | $247.9K | 0.16% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 456 | $248.2K | 0.01% | −48−9.5% | Reduced |
| Mascoma Wealth Management LLC | 456 | $248.2K | 0.07% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 454 | $248.2K | 0.16% | −96−17.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 457 | $248.7K | 0.12% | 00.0% | Unchanged |
| Brio Consultants, LLC | 458 | $249.3K | 0.04% | +458 | New |
| Pecaut & Co. | 459 | $249.8K | 0.09% | +7+1.5% | Added |
| Cabot Wealth Management Inc | 461 | $250.7K | 0.03% | +28+6.5% | Added |
| Clear Investment Research, LLC | 463 | $252.0K | 0.33% | +126+37.4% | Added |
| WESPAC Advisors SoCal, LLC | 464 | $252.5K | 0.06% | +10+2.2% | Added |
| Hanlon Investment Management, Inc. | 465 | $253.1K | 0.07% | +12+2.6% | Added |
| Highline Wealth Partners LLC | 468 | $254.9K | 0.10% | +1+0.2% | Added |
| Menlo Advisors LLC | 470 | $255.0K | 0.14% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 467 | $255.2K | 0.25% | +467 | New |
| Kerntke Otto McGlone Wealth Management Group | 470 | $255.8K | 0.24% | +470 | New |
| Heritage Wealth Management, LLC | 472 | $256.9K | 0.14% | +472 | New |
| Heritage Family Offices, LLP | 472 | $256.9K | 0.14% | +472 | New |
| Beck Mack & Oliver LLC | 473 | $257.4K | 0.01% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 473 | $257.6K | 0.09% | +16+3.5% | Added |
| DLK Investment Management, LLC | 476 | $259.0K | 0.11% | −34−6.7% | Reduced |
| Talisman Wealth Advisors LLC | 477 | $259.5K | 0.30% | +477 | New |
| Argent Advisors, Inc. | 477 | $259.6K | 0.10% | +477 | New |
| Blackhill Capital Inc | 478 | $260.1K | 0.02% | 00.0% | Unchanged |
| BetterWealth, LLC | 479 | $260.7K | 0.08% | −12−2.4% | Reduced |
| City Center Advisors, LLC | 498 | $261.3K | 0.31% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 480 | $261.4K | 0.04% | +70+17.1% | Added |
| Harfst & Associates, Inc. | 482 | $262.3K | 0.06% | −18−3.6% | Reduced |
| Somerville Kurt F | 486 | $264.5K | 0.04% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 487 | $265.0K | 0.01% | −1,313−72.9% | Reduced |
| Weitzel Financial Services, Inc. | 486 | $265.1K | 0.13% | +88+22.1% | Added |
| VanWeelden Wealth Management, LLC | 429 | $265.1K | 0.23% | +429 | New |
| Apollon Financial, LLC | 488 | $265.4K | 0.09% | −80−14.1% | Reduced |
| Schiavi & Co LLC | 488 | $265.6K | 0.10% | 00.0% | Unchanged |
| McRae Capital Management Inc | 489 | $266.1K | 0.06% | 00.0% | Unchanged |
| Viawealth, LLC | 489 | $266.1K | 0.17% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 489 | $266.1K | 0.24% | −23−4.5% | Reduced |
| Andina Capital Management, LLC | 489 | $266.3K | 0.20% | +489 | New |
| Fielder Capital Group LLC | 493 | $268.3K | 0.10% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 493 | $268.3K | 0.60% | +81+19.7% | Added |
| Gray Private Wealth, LLC | 494 | $268.7K | 0.17% | 00.0% | Unchanged |
| Vantage Investment Partners, LLC | 494 | $269.0K | 0.02% | 00.0% | Unchanged |
| West Wealth Group, LLC | 494 | $269.1K | 0.10% | +1+0.2% | Added |
| Mustard Seed Financial, LLC | 495 | $269.4K | 0.26% | +2+0.4% | Added |
| Boomfish Wealth Group, LLC | 496 | $269.9K | 0.17% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 499 | $271.6K | 0.06% | +66+15.2% | Added |
| Phraction Management LLC | 499 | $271.6K | 0.10% | +499 | New |
| Atlas Wealth Partners, LLC | 499 | $272.0K | 1.15% | +42+9.2% | Added |
| EnRich Financial Partners LLC | 501 | $272.8K | 0.10% | −5−1.0% | Reduced |
| DF Dent & Co Inc | 502 | $273.2K | 0.00% | 00.0% | Unchanged |
| Red Mountain Financial, LLC | 503 | $273.7K | 0.33% | +503 | New |
| Summit Investment Advisory Services, LLC | 504 | $274.1K | 0.32% | −2,190−81.3% | Reduced |
| Emprise Bank | 504 | $274.3K | 0.17% | +504 | New |
| Moulton Wealth Management, Inc | 491 | $274.5K | 0.25% | +2+0.4% | Added |
| Richardson Capital Management LLC | 504 | $274.5K | 0.21% | +1+0.2% | Added |
| Global Wealth Strategies & Associates | 506 | $275.4K | 0.10% | 00.0% | Unchanged |
| Maiden Cove Capital, LLC | 528 | $275.9K | 0.60% | +528 | New |
| Schulz Wealth, LTD. | 510 | $277.6K | 0.24% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 511 | $278.1K | 0.12% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 512 | $278.8K | 0.08% | +512 | New |
| Trust Co of Kansas | 512 | $279.0K | 0.15% | 00.0% | Unchanged |
| Koa Wealth Management, LLC | 513 | $279.2K | 0.24% | +50+10.8% | Added |
| Worth Asset Management, LLC | 514 | $279.9K | 0.17% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 515 | $280.5K | 0.14% | +515 | New |
| Dechtman Wealth Management, LLC | 516 | $281.1K | 0.06% | +516 | New |
| Tamar Securities, LLC | 518 | $282.0K | 0.05% | +215+71.0% | Added |
| Lauterbach Financial Advisors, LLC | 530 | $282.4K | 0.19% | 00.0% | Unchanged |
| Mechanics Financial Corp | 521 | $283.5K | 0.15% | −18−3.3% | Reduced |
| Continuum Wealth Advisors, LLC | 521 | $283.5K | 0.15% | +521 | New |
| Oak Family Advisors, LLC | 522 | $284.3K | 0.11% | 00.0% | Unchanged |
| Clifford Group, LLC | 523 | $284.6K | 0.23% | +11+2.1% | Added |
| Future Financial Wealth Managment LLC | 523 | $284.6K | 0.25% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 525 | $285.7K | 0.09% | +62+13.4% | Added |
| Insight Folios Inc | 525 | $285.7K | 0.12% | +23+4.6% | Added |
| LifePro Asset Management | 525 | $285.8K | 0.20% | +73+16.2% | Added |
| Burns Matteson Capital Management, LLC | 527 | $286.6K | 0.18% | +47+9.8% | Added |
| Clear Rock Advisors, LLC | 527 | $286.8K | 0.12% | +527 | New |
| Cornerstone Management, Inc. | 528 | $287.3K | 0.06% | −543−50.7% | Reduced |
| Petra Financial Advisors Inc | 528 | $287.5K | 0.21% | −7−1.3% | Reduced |
| Security National Bank of Sioux City Iowa | 530 | $288.4K | 0.21% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 531 | $289.0K | 0.30% | +531 | New |
| Hamilton Wealth, LLC | 534 | $290.6K | 0.08% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 535 | $291.2K | 0.11% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 536 | $291.7K | 0.04% | +536 | New |
| United Bank | 537 | $292.2K | 0.15% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 521 | $292.4K | 0.31% | −15−2.8% | Reduced |
| IAG Wealth Partners, LLC | 539 | $293.1K | 0.06% | +8+1.5% | Added |
| Kingfisher Capital LLC | 541 | $294.0K | 0.07% | +21+4.0% | Added |
| Southland Equity Partners LLC | 546 | $297.1K | 0.08% | −369−40.3% | Reduced |
| Disciplined Equity Management, Inc. | 546 | $297.1K | 0.20% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 549 | $298.8K | 0.07% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 549 | $298.8K | 0.07% | +1+0.2% | Added |
| Live Oak Investment Partners | – | $299.9K | 0.25% | – | New |