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 |
|---|---|---|---|---|---|
| MN Wealth Advisors, LLC | 1,054 | $573.7K | 0.33% | +4+0.4% | Added |
| Financial Sense Advisors, Inc. | 1,057 | $575.0K | 0.18% | −97−8.4% | Reduced |
| KRS Capital Management, LLC | 1,057 | $575.2K | 0.43% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,058 | $575.8K | 0.30% | 00.0% | Unchanged |
| Elite Life Management LLC | 1,058 | $576.0K | 2.23% | +10+1.0% | Added |
| Bellwether Advisors, LLC | 1,059 | $576.3K | 0.12% | +121+12.9% | Added |
| Columbus Macro, LLC | 1,059 | $576.3K | 0.22% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,060 | $576.9K | 0.14% | +1,060 | New |
| Legacy Capital Group California, Inc. | 1,065 | $579.6K | 0.21% | +337+46.3% | Added |
| Carr Financial Group Corp | 1,067 | $580.7K | 0.18% | +37+3.6% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,068 | $581.3K | 0.03% | +19+1.8% | Added |
| Glass Jacobson Investment Advisors llc | 1,076 | $585.4K | 0.21% | +370+52.4% | Added |
| Sara-Bay Financial | 1,080 | $587.9K | 0.24% | +44+4.2% | Added |
| Darwin Advisors, LLC | 1,082 | $588.7K | 0.29% | +256+31.0% | Added |
| Allen Capital Group, LLC | 1,082 | $588.8K | 0.08% | −444−29.1% | Reduced |
| LVZ Advisors, Inc. | 1,085 | $590.5K | 0.08% | 00.0% | Unchanged |
| Compass Financial Group, Inc. | 1,066 | $591.2K | 0.29% | −10−0.9% | Reduced |
| Chico Wealth RIA | 1,094 | $595.1K | 0.55% | +1+0.1% | Added |
| Wilkins Investment Counsel Inc | 1,096 | $596.5K | 0.09% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 1,098 | $597.6K | 0.12% | −96−8.0% | Reduced |
| Cove Private Wealth, LLC | 1,100 | $598.6K | 0.48% | 00.0% | Unchanged |
| Washington Trust Bank | 1,101 | $599.2K | 0.06% | −72−6.1% | Reduced |
| Partnership Wealth Management, LLC | 1,104 | $600.7K | 0.44% | +202+22.4% | Added |
| Ritter Daniher Financial Advisory LLC | 1,106 | $601.9K | 0.19% | −27−2.4% | Reduced |
| America First Investment Advisors, LLC | 1,107 | $602.3K | 0.15% | +2+0.2% | Added |
| Umpqua Bank | 1,107 | $602.5K | 0.23% | −118−9.6% | Reduced |
| Greenwood Capital Associates LLC | 1,108 | $603.0K | 0.08% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 1,117 | $607.7K | 0.48% | +4+0.4% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,115 | $607.9K | 0.34% | −34−3.0% | Reduced |
| Thrive Capital Management, LLC | 1,119 | $608.6K | 0.28% | −215−16.1% | Reduced |
| Riverview Capital Advisers, LLC | 1,119 | $609.2K | 0.21% | +294+35.6% | Added |
| Canvas Wealth Advisors, LLC | 1,128 | $611.5K | 0.19% | −8−0.7% | Reduced |
| Certus Wealth Management, LLC | 1,124 | $611.7K | 0.46% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 1,126 | $612.8K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1,127 | $613.3K | 0.17% | −18−1.6% | Reduced |
| Altrius Capital Management Inc | 1,127 | $613.7K | 0.16% | −54−4.6% | Reduced |
| TCTC Holdings, LLC | 1,128 | $613.9K | 0.02% | −12−1.1% | Reduced |
| Karpus Management, Inc. | 1,130 | $615.0K | 0.02% | 00.0% | Unchanged |
| FF Advisors,LLC | 1,130 | $615.0K | 0.43% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 1,131 | $615.5K | 0.18% | −100−8.1% | Reduced |
| Goepper Burkhardt LLC | 1,132 | $616.1K | 0.28% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,135 | $617.9K | 0.35% | +3+0.3% | Added |
| Trademark Financial Management, LLC | 1,140 | $620.4K | 0.51% | +5+0.4% | Added |
| AAFCPAs Wealth Management, LLC | 1,141 | $620.9K | 0.32% | +69+6.4% | Added |
| SJS Investment Consulting Inc. | 1,149 | $625.1K | 0.12% | +71+6.6% | Added |
| HighMark Wealth Management LLC | 1,149 | $625.3K | 0.38% | −85−6.9% | Reduced |
| Onefund, LLC | 1,149 | $625.3K | 0.68% | +1,149 | New |
| Carrera Capital Advisors | 1,147 | $626.1K | 0.20% | +1,147 | New |
| CapWealth Advisors, LLC | 1,151 | $626.4K | 0.08% | +232+25.2% | Added |
| North Point Portfolio Managers Corp | 1,153 | $627.5K | 0.11% | +51+4.6% | Added |
| TriaGen Wealth Management LLC | 1,159 | $630.8K | 0.24% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 1,161 | $631.8K | 0.31% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 1,162 | $632.4K | 0.35% | +2+0.2% | Added |
| Ruggaard & Associates LLC | 1,163 | $632.9K | 0.29% | −102−8.1% | Reduced |
| Pointe Capital Management LLC | 1,163 | $633.1K | 0.39% | +428+58.2% | Added |
| IMPACTfolio, LLC | 1,164 | $633.3K | 0.35% | 00.0% | Unchanged |
| Exeter Financial, LLC | 1,164 | $633.5K | 0.30% | −18−1.5% | Reduced |
| Sage Financial Management Group, Inc. | 1,166 | $635.0K | 1.93% | 00.0% | Unchanged |
| Retirement Planning Group | 1,168 | $635.6K | 0.04% | −59−4.8% | Reduced |
| FC Advisory LLC | 1,169 | $636.2K | 0.23% | +2+0.2% | Added |
| Marotta Asset Management | 1,167 | $636.3K | 0.13% | +5+0.4% | Added |
| Morling Financial Advisors, LLC | 1,170 | $636.6K | 0.28% | −1−0.1% | Reduced |
| 3EDGE Asset Management, LP | 1,170 | $636.7K | 0.05% | −43−3.5% | Reduced |
| Ballast, Inc. | 1,171 | $637.3K | 0.20% | +166+16.5% | Added |
| Holistic Financial Partners | 1,172 | $638.0K | 0.32% | −23−1.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 1,173 | $638.5K | 0.11% | −54−4.4% | Reduced |
| Dentgroup LLC | 1,174 | $638.7K | 0.51% | −54−4.4% | Reduced |
| Seneca Financial Advisors LLC | 1,174 | $639.0K | 0.33% | +190+19.3% | Added |
| Buttonwood Financial Advisors Inc. | 1,176 | $640.1K | 0.30% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,178 | $641.0K | 0.23% | −102−8.0% | Reduced |
| Crossmark Global Holdings, Inc. | 1,180 | $642.0K | 0.01% | −273−18.8% | Reduced |
| Northcape Wealth Management, LLC | 1,180 | $642.2K | 0.23% | 00.0% | Unchanged |
| Narwhal Capital Management | 1,181 | $642.7K | 0.06% | −21−1.7% | Reduced |
| Heritage Wealth Management, Inc. | 1,183 | $643.8K | 0.62% | +114+10.7% | Added |
| Altus Wealth Group LLC | 1,183 | $643.9K | 0.32% | −2,047−63.4% | Reduced |
| Golden State Equity Partners | 1,184 | $644.2K | 0.13% | +1,184 | New |
| Hilltop Partners LLC | 1,184 | $644.5K | 0.24% | +25+2.2% | Added |
| Norris Perne & French LLP | 1,188 | $646.5K | 0.05% | 00.0% | Unchanged |
| Innealta Capital, LLC | 1,189 | $647.1K | 0.21% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 1,189 | $647.1K | 0.35% | +15+1.3% | Added |
| WealthTrust Asset Management, LLC | 1,191 | $648.2K | 0.47% | −6,390−84.3% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,191 | $648.4K | 0.22% | −177−12.9% | Reduced |
| Apeiron RIA LLC | 1,193 | $649.2K | 0.20% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 1,193 | $649.3K | 0.31% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,197 | $651.4K | 0.22% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 1,194 | $651.8K | 0.40% | 00.0% | Unchanged |
| Interactive Financial Advisors | 1,198 | $652.5K | 0.36% | −62−4.9% | Reduced |
| Custom Portfolio Group LLC | 1,197 | $653.3K | 0.51% | 00.0% | Unchanged |
| SFM, LLC | 1,202 | $654.2K | 0.49% | +128+11.9% | Added |
| 17 Capital Partners, LLC | 1,202 | $654.2K | 0.47% | +176+17.2% | Added |
| Total Wealth Planning, LLC | 1,159 | $654.9K | 0.11% | −117−9.2% | Reduced |
| Silver Lake Advisory, LLC | 1,204 | $655.5K | 0.30% | +61+5.3% | Added |
| D'Orazio & Associates, Inc. | 1,204 | $655.5K | 0.10% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 1,212 | $659.6K | 0.42% | +5+0.4% | Added |
| Ewa, LLC | 1,194 | $661.2K | 0.27% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 1,215 | $661.2K | 0.75% | +1+0.1% | Added |
| Portside Wealth Group, LLC | 1,223 | $665.6K | 0.13% | +31+2.6% | Added |
| Financial Management Network Inc | 1,201 | $666.1K | 0.16% | −65−5.1% | Reduced |
| Zuckerman Investment Group, LLC | 1,229 | $668.8K | 0.08% | 00.0% | Unchanged |
| Visionary Horizons, LLC | 1,229 | $668.8K | 0.49% | +100+8.9% | Added |