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 |
|---|---|---|---|---|---|
| Stonehearth Capital Management, LLC | 905 | $492.5K | 0.21% | 00.0% | Unchanged |
| Trust Co | 907 | $493.5K | 0.06% | 00.0% | Unchanged |
| Keystone Financial Services | 907 | $493.8K | 0.20% | −33−3.5% | Reduced |
| WealthCare Investment Partners, LLC | 909 | $494.7K | 0.23% | +42+4.8% | Added |
| Xcel Wealth Management, LLC | 910 | $495.2K | 0.16% | −9−1.0% | Reduced |
| MWA Asset Management | 910 | $495.3K | 0.35% | −7−0.8% | Reduced |
| Hudock, Inc. | 912 | $496.5K | 0.09% | +2+0.2% | Added |
| Transatlantique Private Wealth LLC | 913 | $496.9K | 0.20% | 00.0% | Unchanged |
| Kooman & Associates | 913 | $496.9K | 0.20% | +913 | New |
| Waterford Advisors, LLC | 914 | $497.4K | 0.21% | 00.0% | Unchanged |
| Coerente Capital Management | 915 | $498.0K | 0.10% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 916 | $498.5K | 0.22% | +25+2.8% | Added |
| Allied Investment Advisors, LLC | 919 | $500.1K | 0.12% | +367+66.5% | Added |
| Napatree Capital LLC | 920 | $500.5K | 0.41% | +47+5.4% | Added |
| Azimuth Capital Investment Management LLC | 920 | $500.7K | 0.02% | +9+1.0% | Added |
| Chicago Wealth Management, Inc. | 921 | $502.2K | 0.29% | +921 | New |
| O'Brien Wealth Partners LLC | 924 | $502.9K | 0.11% | −306−24.9% | Reduced |
| Sprinkle Financial Consultants LLC | 926 | $503.9K | 0.40% | +926 | New |
| Abich Financial Wealth Management LLC | 927 | $504.5K | 0.34% | +230+33.0% | Added |
| Opus Capital Group, LLC | 929 | $506.0K | 0.07% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 930 | $506.1K | 0.12% | 00.0% | Unchanged |
| Landaas & Co | 933 | $508.0K | 0.15% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 935 | $509.0K | 0.10% | −335−26.4% | Reduced |
| Shufro Rose & Co LLC | 936 | $509.4K | 0.04% | +52+5.9% | Added |
| Foster Group, Inc. | 939 | $510.8K | 0.02% | −554−37.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 939 | $511.0K | 0.48% | 00.0% | Unchanged |
| Concentrum Wealth Management | 939 | $511.2K | 0.22% | +939 | New |
| TPG Financial Advisors, LLC | 940 | $511.6K | 0.24% | +940 | New |
| Truvestments Capital LLC | 941 | $512.2K | 0.20% | +34+3.7% | Added |
| Requisite Capital Management, LLC | 939 | $512.8K | 0.12% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 943 | $513.0K | 0.16% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 947 | $515.4K | 0.12% | −3−0.3% | Reduced |
| Revisor Wealth Management LLC | 948 | $516.0K | 0.36% | −6,979−88.0% | Reduced |
| Creekside Partners | 949 | $516.4K | 0.29% | +949 | New |
| SevenBridge Financial Group, LLC | 992 | $518.0K | 0.11% | +191+23.8% | Added |
| Lester Murray Antman dba SimplyRich | 952 | $518.0K | 0.16% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 952 | $518.0K | 0.27% | +14+1.5% | Added |
| Morton Community Bank | 954 | $519.2K | 0.15% | 00.0% | Unchanged |
| JBR Co Financial Management Inc | 955 | $519.7K | 0.37% | +68+7.7% | Added |
| First Trust Investment Solutions L.P. | 956 | $520.3K | 0.07% | +426+80.4% | Added |
| AMJ Financial Wealth Management | 957 | $520.8K | 0.16% | +11+1.2% | Added |
| Vantage Financial Partners, LLC | 961 | $523.1K | 0.14% | −19−1.9% | Reduced |
| Family Firm, Inc. | 962 | $523.3K | 0.12% | +2+0.2% | Added |
| Roanoke Asset Management Corp | 965 | $525.0K | 0.17% | 00.0% | Unchanged |
| Check Capital Management Inc | 965 | $525.2K | 0.04% | 00.0% | Unchanged |
| Alpha Financial Advisors, LLC | 968 | $527.0K | 0.25% | +5+0.5% | Added |
| Gerber, LLC | 969 | $527.1K | 0.41% | +7+0.7% | Added |
| Stegner Investment Associates Inc. | 971 | $528.2K | 0.38% | +2+0.2% | Added |
| Bryant Woods Investment Advisors, LLC | 1,237 | $528.9K | 0.39% | −82−6.2% | Reduced |
| Mezzasalma Advisors, LLC | 972 | $529.0K | 0.23% | +83+9.3% | Added |
| 180 Wealth Advisors, LLC | 951 | $529.1K | 0.09% | −1−0.1% | Reduced |
| Bluestem Financial Advisors, LLC | 974 | $530.1K | 0.27% | +79+8.8% | Added |
| Gimbal Financial | 954 | $530.6K | 0.39% | −107−10.1% | Reduced |
| KWMG, LLC | 976 | $531.2K | 0.06% | +105+12.1% | Added |
| RS Crum Inc. | 982 | $534.4K | 0.14% | +30+3.2% | Added |
| Slagle Financial, LLC | 985 | $535.8K | 0.27% | +15+1.5% | Added |
| Hazlett, Burt & Watson, Inc. | 989 | $539.0K | 0.28% | −102−9.3% | Reduced |
| Arden Trust Co | 993 | $540.4K | 0.08% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 996 | $542.0K | 0.40% | −453−31.3% | Reduced |
| Rhumbline Advisers | 998 | $543.1K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 999 | $543.7K | 0.20% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 1,000 | $544.2K | 0.01% | 00.0% | Unchanged |
| Lincoln Capital LLC | 1,002 | $545.5K | 0.12% | +25+2.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,003 | $545.9K | 0.06% | +3+0.3% | Added |
| Mendel Money Management | 1,004 | $546.4K | 0.26% | −24−2.3% | Reduced |
| Athena Investment Management | 1,006 | $547.3K | 0.33% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 1,007 | $548.1K | 0.34% | −501−33.2% | Reduced |
| Investors Research Corp | 1,011 | $550.2K | 0.13% | +31+3.2% | Added |
| Penn Davis McFarland Inc | 1,012 | $550.9K | 0.09% | +10+1.0% | Added |
| Access Financial Services, Inc. | 1,169 | $552.4K | 0.25% | −20−1.7% | Reduced |
| Farrow Financial Inc. | 1,015 | $552.4K | 0.38% | +261+34.6% | Added |
| Prospect Financial Services LLC | 1,019 | $554.5K | 0.43% | +1+0.1% | Added |
| SigFig Wealth Management, LLC | 1,019 | $554.6K | 0.02% | −1,452−58.8% | Reduced |
| Elmwood Wealth Management, Inc. | 1,019 | $554.6K | 0.25% | −16−1.5% | Reduced |
| Victory Financial Group, LLC | 1,019 | $554.6K | 0.26% | −75−6.9% | Reduced |
| Mullaney, Keating & Wright, Inc. | 1,023 | $557.0K | 0.43% | +1,023 | New |
| Wolff Financial Management LLC | 1,025 | $558.0K | 0.41% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,028 | $559.3K | 0.06% | +4+0.4% | Added |
| Steinberg Asset Management LLC | 1,028 | $559.5K | 0.44% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 1,031 | $561.1K | 0.36% | +56+5.7% | Added |
| 25 LLC | 1,031 | $561.3K | 0.27% | −61−5.6% | Reduced |
| Lakewood Asset Management LLC | 1,032 | $561.6K | 0.39% | +10+1.0% | Added |
| Eastover Investment Advisors LLC | 1,025 | $562.7K | 0.27% | 00.0% | Unchanged |
| SWMG, LLC | 1,035 | $563.0K | 0.25% | +1+0.1% | Added |
| Rezny Wealth Management, Inc. | 1,035 | $563.3K | 0.15% | −87−7.8% | Reduced |
| Bullock Wealth Management Group | 1,035 | $564.2K | 0.37% | −7−0.7% | Reduced |
| Quarry Hill Advisors, LLC | 1,038 | $564.9K | 0.38% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 1,038 | $564.9K | 0.28% | +2+0.2% | Added |
| Better Money Decisions, LLC | 1,039 | $565.4K | 0.43% | −47−4.3% | Reduced |
| SPC Financial, Inc. | 1,042 | $567.1K | 0.05% | +10+1.0% | Added |
| Security National Bank | 1,044 | $568.2K | 0.08% | 00.0% | Unchanged |
| NavPoint Financial, Inc. | 1,045 | $568.8K | 0.49% | +3+0.3% | Added |
| Diversified, LLC | 1,046 | $569.4K | 0.07% | +16+1.6% | Added |
| Smith Shellnut Wilson LLC | 1,050 | $571.4K | 0.28% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 1,050 | $571.4K | 0.39% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 1,051 | $571.9K | 0.17% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,052 | $572.5K | 0.00% | −105−9.1% | Reduced |
| Parcion Private Wealth LLC | 1,052 | $572.5K | 0.05% | +495+88.9% | Added |
| Traveka Wealth, LLC | 1,053 | $573.1K | 0.28% | −137−11.5% | Reduced |
| Clark Estates Inc | 1,054 | $573.6K | 0.11% | 00.0% | Unchanged |