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 |
|---|---|---|---|---|---|
| Sound Stewardship, LLC | 551 | $299.9K | 0.18% | +551 | New |
| Sweet Financial Partners, LLC | 553 | $301.0K | 0.07% | 00.0% | Unchanged |
| Trellis Wealth Advisors LLC | 556 | $302.6K | 0.17% | −5−0.9% | Reduced |
| Wealthgarden F.S. LLC | 556 | $302.6K | 0.32% | +556 | New |
| Piscataqua Savings Bank | 557 | $303.1K | 0.27% | −10−1.8% | Reduced |
| Community Bank of Raymore | 558 | $303.6K | 0.24% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 559 | $304.2K | 0.06% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 560 | $304.6K | 0.08% | +176+45.8% | Added |
| Lynch & Associates | 560 | $304.8K | 0.07% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 564 | $307.0K | 0.01% | +2+0.4% | Added |
| Acas, LLC | 559 | $308.0K | 0.27% | 00.0% | Unchanged |
| M&R Capital Management Inc | 566 | $308.0K | 0.07% | −21−3.6% | Reduced |
| Toroso Investments, LLC | 566 | $308.2K | 0.00% | −14,995−96.4% | Reduced |
| Provident Wealth Management, LLC | 567 | $308.6K | 0.11% | −13−2.2% | Reduced |
| First Citizens Asset Management, Inc. | 569 | $309.7K | 0.12% | −1−0.2% | Reduced |
| Advisors Management Group Inc | 570 | $310.0K | 0.08% | +49+9.4% | Added |
| Strategic Advocates LLC | 570 | $310.1K | 0.12% | +170+42.5% | Added |
| Petix & Botte Co | 570 | $310.2K | 0.09% | −532−48.3% | Reduced |
| Gray Wealth Management Inc. | 570 | $310.3K | 0.13% | −41−6.7% | Reduced |
| Strategic Financial Partners, Ltd. | 572 | $311.3K | 0.17% | +125+28.0% | Added |
| Berry Wealth Group, LP | 573 | $311.8K | 0.25% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 573 | $311.8K | 0.05% | 00.0% | Unchanged |
| Advisory Research Inc | 574 | $312.4K | 0.06% | +144+33.5% | Added |
| RVW Wealth, LLC | 575 | $312.9K | 0.03% | 00.0% | Unchanged |
| Astoria Strategic Wealth, Inc. | 575 | $312.9K | 0.10% | 00.0% | Unchanged |
| RDA Financial Network | 578 | $314.5K | 0.10% | −4−0.7% | Reduced |
| Crumly & Associates Inc. | 578 | $314.5K | 0.09% | −5−0.9% | Reduced |
| Brown Financial Advisory | 579 | $315.1K | 0.24% | 00.0% | Unchanged |
| KilterHowling LLC | 581 | $316.3K | 0.22% | +2+0.3% | Added |
| Stonekeep Investments, LLC | 582 | $316.8K | 0.26% | +582 | New |
| Cardinal Capital Management | 581 | $317.2K | 0.05% | +33+6.0% | Added |
| Redmond Asset Management, LLC | 586 | $318.7K | 0.10% | +586 | New |
| Maltin Wealth Management, Inc. | 588 | $320.0K | 0.17% | +2+0.3% | Added |
| Stone House Investment Management, LLC | 593 | $322.7K | 0.08% | −88,928−99.3% | Reduced |
| Cookson Peirce & Co Inc | 594 | $323.3K | 0.02% | 00.0% | Unchanged |
| Walker Financial Services, Inc. | 595 | $323.6K | 0.25% | +1+0.2% | Added |
| SMART Wealth LLC | 595 | $323.8K | 0.13% | +1+0.2% | Added |
| CBIZ Investment Advisory Services, LLC | 593 | $323.9K | 0.02% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 596 | $324.1K | 0.25% | −108−15.3% | Reduced |
| Muirfield Wealth Advisors LLC | 597 | $324.8K | 0.30% | −1−0.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 598 | $325.4K | 0.08% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 600 | $326.5K | 0.07% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 625 | $327.0K | 0.15% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 602 | $327.6K | 0.08% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 606 | $329.7K | 0.21% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 606 | $329.8K | 0.22% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 607 | $330.4K | 0.33% | −50−7.6% | Reduced |
| Anson Capital, Inc. | 608 | $330.9K | 0.33% | 00.0% | Unchanged |
| Carson Advisory Inc. | 610 | $332.0K | 0.23% | +1+0.2% | Added |
| Crane Advisory, LLC | 600 | $332.8K | 0.06% | −106−15.0% | Reduced |
| HFG Wealth Management, LLC | 612 | $333.2K | 0.21% | +612 | New |
| Briaud Financial Planning, Inc | 615 | $334.0K | 0.19% | 00.0% | Unchanged |
| Partners in Financial Planning | 615 | $334.5K | 0.07% | +1+0.2% | Added |
| Crescent Sterling, Ltd. | 615 | $334.7K | 0.32% | +15+2.5% | Added |
| Alexander Randolph Advisory, Inc. | 615 | $334.7K | 0.31% | −7−1.1% | Reduced |
| Dodds Wealth, LLC | 604 | $335.6K | 0.13% | −19−3.0% | Reduced |
| Meridian Wealth Partners, LLC | 620 | $337.3K | 0.06% | +30+5.1% | Added |
| Lakeshore Financial Planning, Inc. | 620 | $337.4K | 0.16% | +18+3.0% | Added |
| HRC Wealth Management, LLC | 621 | $338.2K | 0.23% | −3−0.5% | Reduced |
| Strategic Investment Solutions, Inc. | 614 | $338.4K | 0.11% | +614 | New |
| Higgins & Schmidt Wealth Strategies LLC | 622 | $338.5K | 0.24% | −72−10.4% | Reduced |
| First Pacific Financial | 622 | $338.7K | 0.09% | +2+0.3% | Added |
| Presidio Capital Management, LLC | 623 | $339.0K | 0.24% | +58+10.3% | Added |
| Planning Directions Inc | 624 | $339.7K | 0.23% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 624 | $340.0K | 0.13% | +159+34.2% | Added |
| Cascade Investment Advisors, Inc. | 631 | $343.6K | 0.23% | 00.0% | Unchanged |
| CKW Financial Group | 631 | $344.0K | 0.04% | +2+0.3% | Added |
| Reston Wealth Management LLC | 633 | $344.7K | 0.14% | −48−7.0% | Reduced |
| Dudley Capital Management, LLC | 635 | $345.6K | 0.19% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 638 | $347.2K | 0.30% | −180−22.0% | Reduced |
| Moseley Investment Management Inc | 639 | $347.7K | 0.16% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 640 | $348.3K | 0.09% | −19−2.9% | Reduced |
| Peninsula Wealth, LLC | 623 | $348.9K | 0.07% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 642 | $349.4K | 0.17% | −148−18.7% | Reduced |
| CCM Investment Advisers LLC | 642 | $349.4K | 0.04% | +83+14.8% | Added |
| Baugh & Associates, LLC | 538 | $349.8K | 0.18% | −105−16.3% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 643 | $349.9K | 0.13% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 644 | $350.5K | 0.15% | +170+35.9% | Added |
| Brooklyn FI, LLC | 644 | $350.6K | 0.14% | +177+37.9% | Added |
| Eliot Finkel Investment Counsel, LLC | 645 | $351.0K | 0.23% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 645 | $351.0K | 0.31% | +645 | New |
| Brown Wealth Management, LLC | 646 | $351.6K | 0.14% | −18−2.7% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 646 | $351.6K | 0.15% | 00.0% | Unchanged |
| First National Advisers, LLC | 647 | $352.1K | 0.06% | +647 | New |
| Mirador Capital Partners LP | 647 | $352.3K | 0.07% | +34+5.5% | Added |
| Greytown Advisors Inc. | 646 | $353.0K | 0.21% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 649 | $353.2K | 0.03% | +649 | New |
| Goldstream Capital Management Ltd | 650 | $355.2K | 0.17% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 653 | $355.4K | 0.01% | −70−9.7% | Reduced |
| Sugar Maple Asset Management, LLC | 653 | $355.4K | 0.34% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 655 | $356.3K | 0.08% | −503−43.4% | Reduced |
| Cutler Capital Management, LLC | 659 | $358.4K | 0.14% | −1−0.2% | Reduced |
| Miller Wealth Advisors, LLC | 660 | $359.0K | 0.19% | +2+0.3% | Added |
| Quantum Financial Advisors, LLC | 660 | $359.3K | 0.06% | +660 | New |
| Howard Capital Management Inc. | 662 | $360.3K | 0.04% | +130+24.4% | Added |
| Applied Capital LLC | 663 | $360.8K | 0.21% | −72−9.8% | Reduced |
| Chemung Canal Trust Co | 664 | $361.4K | 0.07% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 665 | $361.9K | 0.21% | +8+1.2% | Added |
| Meadow Creek Wealth Advisors LLC | 666 | $362.3K | 0.34% | +2+0.3% | Added |
| Quest Investment Management LLC | 666 | $362.5K | 0.04% | 00.0% | Unchanged |