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 |
|---|---|---|---|---|---|
| Retirement Solution Inc. | 1,231 | $669.9K | 0.18% | +101+8.9% | Added |
| Schaeffer Financial LLC | 1,231 | $669.9K | 0.73% | +780+172.9% | Added |
| Harbor Group, Inc. | 1,236 | $672.8K | 0.17% | −13−1.0% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,238 | $673.9K | 0.17% | +4+0.3% | Added |
| Butensky & Cohen Financial Security, Inc | 1,239 | $674.3K | 0.21% | −65−5.0% | Reduced |
| a16z Perennial Management, L.P. | 1,239 | $674.3K | 0.07% | 00.0% | Unchanged |
| jvl associates llc | 1,241 | $675.4K | 0.27% | 00.0% | Unchanged |
| American Money Management, LLC | 1,241 | $675.4K | 0.14% | +121+10.8% | Added |
| Stewardship Advisors, LLC | 1,243 | $676.5K | 0.22% | +15+1.2% | Added |
| RiverFront Investment Group, LLC | 1,245 | $677.6K | 0.02% | +554+80.2% | Added |
| Bright Futures Wealth Management, LLC. | 1,274 | $679.0K | 0.37% | +6+0.5% | Added |
| Hourglass Capital, LLC | 1,250 | $680.2K | 0.20% | +5+0.4% | Added |
| Sequent Planning LLC | 1,249 | $681.3K | 0.23% | +8+0.6% | Added |
| Constitution Capital LLC | 1,255 | $683.0K | 0.36% | +50+4.1% | Added |
| Willow Creek Wealth Management Inc. | 1,258 | $685.1K | 0.08% | −20−1.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,260 | $686.0K | 0.17% | +58+4.8% | Added |
| Center For Asset Management LLC | 1,265 | $688.7K | 0.46% | +33+2.7% | Added |
| American Trust Investment Advisors, LLC | 1,267 | $689.5K | 0.33% | 00.0% | Unchanged |
| Eclectic Associates Inc | 1,267 | $689.6K | 0.31% | +69+5.8% | Added |
| Vicus Capital | 7,373 | $691.2K | 0.06% | −421−5.4% | Reduced |
| Monarch Capital Management Inc | 1,267 | $691.8K | 0.20% | 00.0% | Unchanged |
| Great Oak Capital Partners, LLC | 1,300 | $692.7K | 0.26% | +2+0.2% | Added |
| Lafayette Investments, Inc. | 1,275 | $693.9K | 0.16% | −150−10.5% | Reduced |
| Investment Partners, Ltd. | 1,280 | $696.6K | 0.31% | −22−1.7% | Reduced |
| Elser Financial Planning, Inc | 1,281 | $697.1K | 0.12% | +1,281 | New |
| C M Bidwell & Associates Ltd | 1,285 | $699.3K | 0.47% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 1,285 | $699.4K | 0.58% | −138−9.7% | Reduced |
| 4J Wealth Management LLC | 1,287 | $700.4K | 0.58% | 00.0% | Unchanged |
| Investment House LLC | 1,292 | $703.0K | 0.04% | +46+3.7% | Added |
| Carlson Capital Management | 1,296 | $705.4K | 0.03% | +7+0.5% | Added |
| Rothschild Capital Partners, LLC | 1,304 | $709.5K | 0.20% | −27,808−95.5% | Reduced |
| Beck Capital Management, LLC | 1,305 | $710.2K | 0.20% | −140−9.7% | Reduced |
| Napa Wealth Management | 1,309 | $712.4K | 0.48% | −63−4.6% | Reduced |
| Concord Wealth Partners | 1,310 | $712.7K | 0.13% | −458−25.9% | Reduced |
| Rain Capital Management, LLC | 1,353 | $713.7K | 0.50% | +4+0.3% | Added |
| Beacon Wealthcare LLC | 1,319 | $717.8K | 0.31% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 1,321 | $718.9K | 0.56% | +20+1.5% | Added |
| Financial Futures Ltd Liability Co. | 1,322 | $719.3K | 0.45% | +25+1.9% | Added |
| Wells Trecaso Financial Group, LLC | 1,322 | $719.5K | 0.25% | 00.0% | Unchanged |
| HT Partners LLC | 1,323 | $720.0K | 0.25% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,325 | $720.9K | 0.13% | −1,290−49.3% | Reduced |
| Wiser Wealth Management, Inc | 1,330 | $723.6K | 0.22% | −20−1.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,331 | $724.4K | 0.17% | +29+2.2% | Added |
| Integrated Investment Consultants, LLC | 1,394 | $729.0K | 0.20% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 1,341 | $729.5K | 0.55% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 1,341 | $729.8K | 4.01% | −496,969−99.7% | Reduced |
| Bernardo Wealth Planning LLC | 1,343 | $730.6K | 0.20% | +38+2.9% | Added |
| Aberdeen Wealth Management LLC | 1,343 | $730.9K | 0.49% | −126−8.6% | Reduced |
| Thomasville National Bank | 1,350 | $734.7K | 0.06% | −5−0.4% | Reduced |
| AJ Advisors, LLC | 1,363 | $741.6K | 0.41% | +17+1.3% | Added |
| TFG Advisers LLC | 1,364 | $742.6K | 0.29% | +21+1.6% | Added |
| Nicollet Investment Management, Inc. | 1,366 | $743.0K | 0.28% | −342−20.0% | Reduced |
| Fortis Capital Management LLC | 1,366 | $743.5K | 0.16% | +1,366 | New |
| Crown Wealth Group, LLC | 1,368 | $744.4K | 0.37% | −230−14.4% | Reduced |
| Beech Hill Advisors, Inc. | 1,368 | $744.5K | 0.31% | −52−3.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,371 | $746.1K | 0.09% | −5−0.4% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,374 | $748.1K | 0.21% | +9+0.7% | Added |
| Mattern Wealth Management LLC | 1,382 | $752.2K | 0.18% | +48+3.6% | Added |
| WealthTrust Axiom LLC | 1,390 | $756.7K | 0.25% | +21+1.5% | Added |
| First National Bank | 1,399 | $761.4K | 0.56% | −5−0.4% | Reduced |
| Sassicaia Capital Advisers LLC | 1,400 | $761.9K | 3.08% | +200+16.7% | Added |
| Asset Planning Services Inc | 1,401 | $762.0K | 0.40% | −213−13.2% | Reduced |
| RW Investment Management LLC | 1,402 | $763.0K | 0.10% | −100−6.7% | Reduced |
| Platte River Wealth Advisors, LLC | 1,406 | $765.2K | 0.21% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 1,406 | $765.2K | 0.36% | 00.0% | Unchanged |
| Envoi LLC | 1,406 | $765.2K | 2.43% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,409 | $766.8K | 0.27% | −567−28.7% | Reduced |
| Stony Point Wealth Management Inc. | 1,411 | $768.1K | 0.33% | −20−1.4% | Reduced |
| First Financial Corp | 1,412 | $768.4K | 0.39% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,412 | $768.6K | 0.09% | −5−0.4% | Reduced |
| Vectors Research Management, LLC | 1,415 | $770.0K | 0.24% | −46−3.1% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,421 | $773.3K | 0.67% | −103−6.8% | Reduced |
| Northstar Asset Management Inc | 1,424 | $775.0K | 0.20% | −98−6.4% | Reduced |
| Horizon Investments, LLC | 1,426 | $776.1K | 0.02% | −8−0.6% | Reduced |
| David R. Rahn & Associates Inc. | 1,428 | $777.2K | 0.25% | +684+91.9% | Added |
| Seeds Investor LLC | 1,431 | $778.8K | 0.40% | +1,431 | New |
| WealthCollab, LLC | 1,434 | $780.4K | 0.56% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,434 | $780.4K | 0.34% | +4+0.3% | Added |
| Wealth Effects LLC | 1,439 | $783.1K | 0.28% | −255−15.1% | Reduced |
| Wade Financial Advisory, Inc | 1,441 | $784.2K | 0.28% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,445 | $786.0K | 0.22% | +185+14.7% | Added |
| GQG Partners LLC | 1,448 | $788.1K | 0.00% | +933+181.2% | Added |
| Capital Performance Advisors LLP | 1,453 | $790.9K | 0.30% | +143+10.9% | Added |
| Everhart Financial Group, Inc. | 1,731 | $791.0K | 0.21% | +330+23.6% | Added |
| Tiemann Investment Advisors, LLC | 1,454 | $791.5K | 0.35% | −13−0.9% | Reduced |
| Encompass Wealth Advisors, LLC | 1,456 | $792.4K | 0.21% | −28−1.9% | Reduced |
| Heritage Wealth Management, Inc. | 1,429 | $792.7K | 0.27% | +1,429 | New |
| Liberty Wealth Management LLC | 27,962 | $793.0K | 0.15% | +26,422+1,715.7% | Added |
| RAM Investment Partners, LLC | 1,459 | $793.8K | 0.23% | +207+16.5% | Added |
| Barlow Wealth Partners, Inc. | 1,470 | $795.5K | 0.11% | +204+16.1% | Added |
| Pennsylvania Capital Management Inc | 1,466 | $797.8K | 0.31% | −32−2.1% | Reduced |
| Aufman Associates Inc | 1,470 | $800.0K | 0.57% | 00.0% | Unchanged |
| Ethic Inc. | 1,473 | $801.7K | 0.02% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 1,473 | $801.7K | 0.17% | +70+5.0% | Added |
| Cladis Investment Advisory, LLC | 1,474 | $802.2K | 0.58% | 00.0% | Unchanged |
| Veriti Management LLC | 1,476 | $803.0K | 0.05% | +47+3.3% | Added |
| Fenimore Asset Management Inc | 1,477 | $803.8K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,483 | $806.0K | 0.17% | +5+0.3% | Added |
| BCGM Wealth Management, LLC | 1,482 | $806.5K | 0.28% | +124+9.1% | Added |
| Prepared Retirement Institute LLC | 1,484 | $807.6K | 0.54% | +19+1.3% | Added |