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 |
|---|---|---|---|---|---|
| St. Louis Financial Planners Asset Management, LLC | 30,836 | $16.8M | 14.46% | +17,409+129.7% | Added |
| Foguth Wealth Management, LLC. | 30,844 | $16.8M | 7.40% | +10,206+49.5% | Added |
| Capital Investment Advisors, LLC | 30,809 | $16.8M | 0.38% | +6,460+26.5% | Added |
| Legacy Capital Wealth Partners, LLC | 30,720 | $16.7M | 4.26% | +30,234+6,221.0% | Added |
| JCP Investment Management, LLC | 30,669 | $16.7M | 18.66% | +29,000+1,737.6% | Added |
| LifeSteps Financial, Inc. | 30,543 | $16.6M | 13.72% | −917−2.9% | Reduced |
| MMBG Investment Advisors Co. | 30,510 | $16.6M | 1.78% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 30,492 | $16.6M | 4.00% | −2,300−7.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 30,463 | $16.6M | 1.66% | −473−1.5% | Reduced |
| Spinnaker Trust | 30,401 | $16.5M | 1.06% | +1,401+4.8% | Added |
| Sepio Capital, LP | 30,314 | $16.5M | 1.51% | −8,837−22.6% | Reduced |
| SimpliFi, Inc. | 30,286 | $16.5M | 7.61% | −99−0.3% | Reduced |
| SEI Investments Co | 30,123 | $16.4M | 0.02% | −542−1.8% | Reduced |
| Northwest & Ethical Investments L.P. | 30,100 | $16.4M | 0.47% | +3,300+12.3% | Added |
| Tyche Wealth Partners LLC | 30,088 | $16.4M | 3.99% | +489+1.7% | Added |
| Tolleson Wealth Management, Inc. | 30,029 | $16.3M | 3.22% | −532−1.7% | Reduced |
| Empower Advisory Group, LLC | 30,024 | $16.3M | 0.06% | −681−2.2% | Reduced |
| Lockheed Martin Investment Management Co | 30,000 | $16.3M | 0.95% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 29,971 | $16.3M | 3.61% | −268−0.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 29,921 | $16.3M | 0.29% | +5,609+23.1% | Added |
| Legal & General Group Plc | 29,900 | $16.3M | 0.00% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 29,877 | $16.3M | 7.16% | −172−0.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 29,866 | $16.3M | 5.71% | −4,600−13.3% | Reduced |
| Atomi Financial Group, Inc. | 29,860 | $16.3M | 1.20% | +3,130+11.7% | Added |
| Patton Fund Management, Inc. | 29,735 | $16.2M | 3.41% | −1,624−5.2% | Reduced |
| Soltis Investment Advisors LLC | 29,707 | $16.2M | 1.71% | +2,944+11.0% | Added |
| Arete Wealth Advisors, LLC | 29,688 | $16.2M | 1.33% | −217−0.7% | Reduced |
| New Republic Capital, LLC | 29,516 | $16.1M | 8.09% | +1,733+6.2% | Added |
| YHB Investment Advisors, Inc. | 29,587 | $16.1M | 1.39% | +87+0.3% | Added |
| WealthBridge Capital Management, LLC | 29,564 | $16.1M | 5.32% | −968−3.2% | Reduced |
| CAPROCK Group, Inc. | 29,438 | $16.1M | 0.65% | +732+2.5% | Added |
| Invictus Private Wealth, LLC | 29,491 | $16.0M | 1.35% | −136−0.5% | Reduced |
| L & S Advisors Inc | 29,490 | $16.0M | 1.83% | −293−1.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 29,487 | $16.0M | 1.55% | +399+1.4% | Added |
| Winthrop Advisory Group LLC | 30,582 | $16.0M | 2.18% | 00.0% | Unchanged |
| Prostatis Group LLC | 29,400 | $16.0M | 5.61% | +1,629+5.9% | Added |
| Banque Pictet & Cie SA | 29,375 | $16.0M | 0.16% | −431−1.4% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 29,144 | $15.9M | 4.77% | −2,394−7.6% | Reduced |
| Strategic Blueprint, LLC | 29,106 | $15.8M | 1.08% | −1,252−4.1% | Reduced |
| StoneX Group Inc. | 29,031 | $15.8M | 1.26% | +11,638+66.9% | Added |
| Koshinski Asset Management, Inc. | 28,412 | $15.8M | 1.47% | −1,388−4.7% | Reduced |
| Atlantic Union Bankshares Corp | 28,986 | $15.8M | 0.98% | +22,595+353.5% | Added |
| FSC Wealth Advisors, LLC | 28,877 | $15.7M | 11.60% | +641+2.3% | Added |
| Moloney Securities Asset Management, LLC | 28,827 | $15.7M | 2.27% | +14,554+102.0% | Added |
| Beacon Investment Advisory Services, Inc. | 28,774 | $15.7M | 0.67% | +401+1.4% | Added |
| Lodestar Private Asset Management LLC | 28,748 | $15.6M | 2.15% | +15+0.1% | Added |
| Warwick Investment Management, Inc. | 28,734 | $15.6M | 3.66% | −457−1.6% | Reduced |
| XR Securities LLC | 28,687 | $15.6M | 26.35% | −483,003−94.4% | Reduced |
| Royal Capital Wealth Management, LLC | 28,601 | $15.6M | 11.72% | +395+1.4% | Added |
| Fortis Group Advisors, LLC | 28,516 | $15.5M | 3.08% | −202−0.7% | Reduced |
| Atalanta Sosnoff Capital, LLC | 28,448 | $15.5M | 0.35% | −2,357−7.7% | Reduced |
| Catalytic Wealth RIA, LLC | 28,406 | $15.5M | 3.05% | +164+0.6% | Added |
| South Dakota Investment Council | 28,373 | $15.4M | 0.32% | +27,573+3,446.6% | Added |
| American Investment Services, Inc. | 28,263 | $15.4M | 2.72% | +60+0.2% | Added |
| Gateway Wealth Partners, LLC | 28,204 | $15.3M | 4.64% | −972−3.3% | Reduced |
| Kesler, Norman & Wride, LLC | 28,200 | $15.3M | 3.26% | −878−3.0% | Reduced |
| TAP Consulting, LLC | 28,155 | $15.3M | 3.23% | +1,747+6.6% | Added |
| Salem Investment Counselors Inc | 28,075 | $15.3M | 0.49% | +532+1.9% | Added |
| Flagship Private Wealth, LLC | 28,111 | $15.3M | 9.06% | −1,990−6.6% | Reduced |
| Legacy Trust | 28,109 | $15.3M | 3.80% | −663−2.3% | Reduced |
| Tocqueville Asset Management L.P. | 28,104 | $15.3M | 0.25% | −358−1.3% | Reduced |
| Y.D. More Investments Ltd | 28,106 | $15.3M | 1.56% | +866+3.2% | Added |
| Stelac Advisory Services LLC | 27,924 | $15.2M | 6.39% | −1,628−5.5% | Reduced |
| Pioneer Trust Bank N A | 27,979 | $15.2M | 4.11% | +14,500+107.6% | Added |
| Berger Financial Group, Inc | 27,947 | $15.2M | 1.21% | −290−1.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 27,947 | $15.2M | 1.58% | −1,114−3.8% | Reduced |
| Wesbanco Bank Inc | 27,942 | $15.2M | 0.57% | +1,164+4.3% | Added |
| Mainsail Financial Group, LLC | 27,903 | $15.2M | 8.94% | +4,776+20.7% | Added |
| Annandale Capital, LLC | 27,892 | $15.2M | 3.17% | +12,089+76.5% | Added |
| Pitcairn Co | 27,886 | $15.2M | 0.93% | 00.0% | Unchanged |
| ASB Consultores, LLC | 27,855 | $15.2M | 5.44% | −9,284−25.0% | Reduced |
| NBW Capital LLC | 27,816 | $15.1M | 2.99% | −6,173−18.2% | Reduced |
| Headlands Technologies LLC | 27,763 | $15.1M | 1.60% | +24,722+813.0% | Added |
| Transcend Wealth Collective, LLC | 34,853 | $15.1M | 1.10% | +7,451+27.2% | Added |
| Wealth Architects, LLC | 27,729 | $15.1M | 1.84% | −114−0.4% | Reduced |
| Confluence Investment Management LLC | 27,671 | $15.1M | 0.22% | −305−1.1% | Reduced |
| Pinnacle Family Advisors, LLC | 27,647 | $15.0M | 8.32% | +3,733+15.6% | Added |
| Tortoise Investment Management, LLC | 27,574 | $15.0M | 1.71% | −92−0.3% | Reduced |
| TKG Advisors, LLC | 27,358 | $14.9M | 8.08% | +1,488+5.8% | Added |
| Landmark Wealth Management, Inc. | 27,334 | $14.9M | 8.19% | +24,687+932.6% | Added |
| Constant Guidance Financial LLC | 27,265 | $14.8M | 15.38% | +7,800+40.1% | Added |
| Smithbridge Asset Management Inc | 27,217 | $14.8M | 3.08% | +10,931+67.1% | Added |
| Mather Group, LLC. | 28,126 | $14.7M | 0.18% | +13,571+93.2% | Added |
| Neumann Capital Management, LLC | 27,024 | $14.7M | 5.05% | +17+0.1% | Added |
| Sachetta, LLC | 27,132 | $14.7M | 6.40% | +1,561+6.1% | Added |
| Solstein Capital, LLC | 26,975 | $14.7M | 9.58% | +2,209+8.9% | Added |
| Brown, Lisle/Cummings, Inc. | 26,962 | $14.7M | 4.78% | +88+0.3% | Added |
| Engineers Gate Manager LP | 26,936 | $14.7M | 0.33% | −50,989−65.4% | Reduced |
| Optas, LLC | 26,906 | $14.6M | 3.77% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 26,905 | $14.6M | 2.08% | −246−0.9% | Reduced |
| Nilsine Partners, LLC | 26,827 | $14.6M | 1.96% | −53−0.2% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 26,936 | $14.6M | 5.71% | −52−0.2% | Reduced |
| Schroder Investment Management Group | 26,737 | $14.6M | 0.02% | −3,323−11.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 30,625 | $14.5M | 1.89% | +1,689+5.8% | Added |
| Towercrest Capital Management | 26,685 | $14.5M | 2.39% | −426−1.6% | Reduced |
| Trust Co of Oklahoma | 26,596 | $14.5M | 5.08% | −142−0.5% | Reduced |
| WSFS Capital Management, LLC | 26,584 | $14.5M | 0.80% | +649+2.5% | Added |
| Naples Money Management LLC | 26,463 | $14.4M | 12.31% | +90+0.3% | Added |
| Bouchey Financial Group Ltd | 26,484 | $14.4M | 1.37% | −298−1.1% | Reduced |
| Founders Capital Management, LLC | 26,483 | $14.4M | 2.59% | +843+3.3% | Added |