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 |
|---|---|---|---|---|---|
| Colonial River Wealth Management, LLC | 782 | $425.6K | 0.23% | +123+18.7% | Added |
| Forum Private Client Group LLC | 783 | $426.1K | 0.20% | −121−13.4% | Reduced |
| Moody National Bank Trust Division | 783 | $426.1K | 0.03% | +396+102.3% | Added |
| McNaughton Wealth Management, LLC | 784 | $426.7K | 0.23% | +17+2.2% | Added |
| ICONIQ Capital, LLC | 786 | $427.8K | 0.01% | +3+0.4% | Added |
| Boulder Wealth Advisors, LLC | 787 | $428.2K | 0.25% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 789 | $429.4K | 0.24% | −1,415−64.2% | Reduced |
| Harbor Advisory Corp | 791 | $430.5K | 0.15% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 789 | $430.8K | 0.02% | +1+0.1% | Added |
| Premier Path Wealth Partners, LLC | 793 | $431.6K | 0.07% | −39−4.7% | Reduced |
| Aviso Wealth Management | 793 | $431.6K | 0.26% | +793 | New |
| Mittelman Wealth Management | 794 | $432.1K | 0.28% | −203−20.4% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 795 | $432.8K | 0.18% | +795 | New |
| Emergent Wealth Advisors, LLC | 796 | $433.1K | 0.35% | +2+0.3% | Added |
| Redwood Financial Network Corp | 797 | $433.7K | 0.36% | +120+17.7% | Added |
| Windsor Advisory Group, LLC | 797 | $433.7K | 0.87% | +138+20.9% | Added |
| Capstone Triton Financial Group, LLC | 799 | $434.8K | 0.31% | −18−2.2% | Reduced |
| Bollard Group LLC | 800 | $435.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Financial Group, Inc. | 800 | $435.4K | 0.20% | −55−6.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 800 | $435.4K | 0.12% | 00.0% | Unchanged |
| Baxter Bros Inc | 801 | $436.0K | 0.06% | +13+1.6% | Added |
| Eagle Asset Management Inc | 803 | $437.9K | 0.00% | +803 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 805 | $438.1K | 0.63% | −775−49.1% | Reduced |
| Legacy Financial Group, Inc. | 805 | $438.2K | 0.17% | −13−1.6% | Reduced |
| WestHill Financial Advisors, Inc. | 805 | $438.2K | 0.11% | 00.0% | Unchanged |
| HC Advisors, LLC | 806 | $438.6K | 0.40% | −3,291−80.3% | Reduced |
| Topel & Distasi Wealth Management, LLC | 806 | $438.8K | 0.19% | −11−1.3% | Reduced |
| Adell Harriman & Carpenter Inc | 808 | $439.7K | 0.03% | +150+22.8% | Added |
| Correct Capital Wealth Management | 811 | $441.6K | 0.10% | −3,324−80.4% | Reduced |
| Academy Capital Management Inc | 813 | $442.5K | 0.08% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 814 | $442.7K | 0.05% | −8−1.0% | Reduced |
| ARK & TLK Investments, LLC | 814 | $443.0K | 0.17% | 00.0% | Unchanged |
| RiverTree Advisors, LLC | 817 | $444.6K | 0.30% | −6−0.7% | Reduced |
| Wealth Management Associates, Inc. | 817 | $444.7K | 0.21% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 818 | $445.2K | 0.07% | −7−0.8% | Reduced |
| Tandem Investment Advisors, Inc. | 819 | $446.0K | 0.02% | −355−30.2% | Reduced |
| Adamsbrown Wealth Consultants LLC | 820 | $446.4K | 0.17% | +12+1.5% | Added |
| Tarbox Family Office, Inc. | 821 | $447.0K | 0.08% | 00.0% | Unchanged |
| Robbins Farley LLC | 823 | $447.9K | 0.24% | +21+2.6% | Added |
| Drive Wealth Management, LLC | 822 | $448.7K | 0.12% | +8+1.0% | Added |
| Compass Capital Management, Inc | 825 | $449.0K | 0.03% | −94−10.2% | Reduced |
| Rise Advisors, LLC | 826 | $449.4K | 0.24% | +48+6.2% | Added |
| RPg Family Wealth Advisory, LLC | 824 | $449.8K | 0.15% | −196−19.2% | Reduced |
| Elevated Capital Advisors, LLC | 828 | $450.6K | 0.13% | −492−37.3% | Reduced |
| Crew Capital Management, Ltd. | 828 | $450.6K | 0.36% | 00.0% | Unchanged |
| Robinswood Financial LLC | 829 | $451.3K | 0.18% | +227+37.7% | Added |
| Solutions 4 Wealth, Ltd | 830 | $451.6K | 1.02% | −60−6.7% | Reduced |
| Concord Asset Management, LLC | 830 | $451.7K | 0.11% | −1−0.1% | Reduced |
| Alliance Wealth Management Group | 830 | $451.7K | 0.13% | 00.0% | Unchanged |
| Heritage Wealth Partners, LLC | 831 | $452.1K | 0.65% | −607−42.2% | Reduced |
| Straight Path Wealth Management | 831 | $452.2K | 0.23% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 832 | $452.5K | 0.07% | +124+17.5% | Added |
| Ariadne Wealth Management, LP | 829 | $452.9K | 0.40% | +829 | New |
| Pacific Sage Partners, LLC | 833 | $453.3K | 0.11% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 833 | $453.4K | 0.22% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 837 | $455.8K | 0.10% | 00.0% | Unchanged |
| Barton Investment Management | 839 | $456.6K | 0.06% | −195−18.9% | Reduced |
| Painted Porch Advisors LLC | 842 | $458.1K | 0.26% | +8+1.0% | Added |
| Professional Financial Advisors, LLC | 842 | $458.1K | 0.13% | +115+15.8% | Added |
| RF&L Wealth Management, LLC | 842 | $458.2K | 0.35% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 842 | $458.2K | 0.05% | +842 | New |
| Morningstar Investment Services LLC | 841 | $459.0K | 0.00% | −125−12.9% | Reduced |
| Blue Zone Wealth Advisors, LLC | 844 | $459.3K | 0.16% | +52+6.6% | Added |
| Hemington Wealth Management | 848 | $461.0K | 0.16% | −7−0.8% | Reduced |
| LPWM LLC | 831 | $461.4K | 0.16% | +2+0.2% | Added |
| Greenwood Gearhart Inc | 848 | $461.5K | 0.04% | +221+35.2% | Added |
| RPG Investment Advisory, LLC | 849 | $462.0K | 0.07% | +15+1.8% | Added |
| Advocacy Wealth Management Services, LLC | 852 | $463.7K | 0.04% | −807−48.6% | Reduced |
| Balanced Wealth Group LLC | 851 | $463.9K | 0.21% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 853 | $464.3K | 0.23% | −76−8.2% | Reduced |
| Fishman Jay A Ltd | 855 | $465.3K | 0.05% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 855 | $465.4K | 0.14% | +190+28.6% | Added |
| DeDora Capital, Inc. | 856 | $465.9K | 0.14% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 856 | $465.9K | 0.31% | +30+3.6% | Added |
| Whalen Wealth Management Inc. | 858 | $467.1K | 0.37% | +83+10.7% | Added |
| Signet Investment Advisory Group, Inc. | 861 | $468.6K | 0.25% | +192+28.7% | Added |
| Chris Bulman Inc | 865 | $470.8K | 0.32% | +865 | New |
| SWS Partners | 865 | $470.8K | 0.14% | +865 | New |
| Bogart Wealth, LLC | 866 | $471.5K | 0.02% | −112−11.5% | Reduced |
| WP Advisors, LLC | 867 | $471.6K | 0.15% | +225+35.0% | Added |
| Pacific Global Investment Management CO | 867 | $471.9K | 0.09% | +56+6.9% | Added |
| Eagle Bay Advisors LLC | 868 | $473.6K | 0.29% | +154+21.6% | Added |
| Solidarilty Wealth, LLC | 874 | $475.7K | 0.14% | +114+15.0% | Added |
| JGP Wealth Management, LLC | 875 | $476.3K | 0.07% | +54+6.6% | Added |
| Blue Barn Wealth, LLC | 876 | $476.7K | 0.27% | −6−0.7% | Reduced |
| Essex Private Wealth Management, LLC | 878 | $477.9K | 1.22% | 00.0% | Unchanged |
| Advocate Group LLC | 879 | $478.4K | 0.10% | 00.0% | Unchanged |
| Dopkins Wealth Management, LLC | 880 | $478.9K | 0.29% | −9−1.0% | Reduced |
| Seamount Financial Group Inc | 882 | $480.0K | 0.39% | +106+13.7% | Added |
| JB Capital LLC | 881 | $480.3K | 0.03% | −30−3.3% | Reduced |
| Great Waters Wealth Management | 888 | $483.1K | 0.07% | −92−9.4% | Reduced |
| Mainstay Capital Management LLC | 888 | $483.3K | 0.08% | +888 | New |
| Gen-Wealth Partners Inc | 888 | $483.3K | 0.23% | −73−7.6% | Reduced |
| Stonebrook Private Inc. | 888 | $483.3K | 0.14% | −266−23.1% | Reduced |
| Hill Island Financial LLC | 890 | $484.2K | 0.16% | +501+128.8% | Added |
| Triune Financial Partners, LLC | 890 | $484.6K | 0.17% | +2+0.2% | Added |
| Mason & Associates Inc | 892 | $485.4K | 0.13% | −70−7.3% | Reduced |
| London Co of Virginia | 893 | $486.2K | 0.00% | −1,529−63.1% | Reduced |
| Silverlake Wealth Management LLC | 895 | $486.9K | 0.20% | +45+5.3% | Added |
| Marex Group plc | 900 | $489.8K | 0.01% | −110,000−99.2% | Reduced |