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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 26,480 | $14.4M | 1.98% | −980−3.6% | Reduced |
| PCG Wealth Advisors, LLC | 26,421 | $14.4M | 6.25% | +11,092+72.4% | Added |
| Ostrum Asset Management | 26,410 | $14.4M | 1.25% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 26,377 | $14.4M | 2.41% | +4,439+20.2% | Added |
| Syntrinsic LLC | 26,329 | $14.3M | 4.76% | +83+0.3% | Added |
| Oldfather Financial Services, LLC | 26,300 | $14.3M | 5.87% | −176−0.7% | Reduced |
| Ellis Investment Partners, LLC | 26,230 | $14.3M | 3.02% | +2,871+12.3% | Added |
| Harbour Trust & Investment Management Co | 26,228 | $14.3M | 1.70% | +21+0.1% | Added |
| Rothschild Investment LLC | 26,216 | $14.3M | 0.99% | −271−1.0% | Reduced |
| DeepCurrents Investment Group LLC | 26,160 | $14.2M | 0.57% | −85,544−76.6% | Reduced |
| Integrity Financial Corp | 26,120 | $14.2M | 8.90% | +326+1.3% | Added |
| Bridgewater Advisors Inc. | 26,376 | $14.2M | 1.76% | +26,376 | New |
| Clarus Wealth Advisors | 25,250 | $14.2M | 7.53% | +1,530+6.5% | Added |
| Nixon Peabody Trust Co | 26,041 | $14.2M | 1.26% | +3,950+17.9% | Added |
| Gridiron Partners, LLC | 26,000 | $14.1M | 9.01% | −216−0.8% | Reduced |
| Atlas Financial Advisors, Inc. | 25,973 | $14.1M | 23.39% | −2,506−8.8% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 25,881 | $14.1M | 2.14% | +24,474+1,739.4% | Added |
| Hedeker Wealth, LLC | 25,801 | $14.0M | 4.07% | −1,240−4.6% | Reduced |
| Capital World Investors | 25,600 | $14.0M | 0.00% | +12,273+92.1% | Added |
| Pathway Financial Advisors LLC | 25,506 | $13.9M | 3.75% | −40−0.2% | Reduced |
| TCG Advisory Services, LLC | 25,505 | $13.9M | 0.67% | −1,904−6.9% | Reduced |
| South State Corp. | 25,450 | $13.9M | 1.01% | +697+2.8% | Added |
| RK Capital Management, LLC | 25,390 | $13.8M | 14.44% | −27,610−52.1% | Reduced |
| Fiducient Advisors LLC | 25,365 | $13.8M | 1.91% | +14,448+132.3% | Added |
| GEM Asset Management, LLC | 25,331 | $13.8M | 8.58% | +19+0.1% | Added |
| Coldstream Capital Management Inc | 25,263 | $13.7M | 0.34% | −1,123−4.3% | Reduced |
| International Assets Investment Management, LLC | 25,247 | $13.7M | 1.29% | −690−2.7% | Reduced |
| Greater Midwest Financial Group, LLC | 25,178 | $13.7M | 8.68% | +25,178 | New |
| Moors & Cabot, Inc. | 25,141 | $13.7M | 0.73% | +59+0.2% | Added |
| Carolinas Wealth Consulting LLC | 25,107 | $13.7M | 2.64% | −1,404−5.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 25,083 | $13.7M | 1.43% | +1,783+7.7% | Added |
| Appleton Partners Inc | 25,082 | $13.7M | 1.05% | +634+2.6% | Added |
| Fifth Lane Capital, LP | 25,000 | $13.6M | 29.73% | 00.0% | Unchanged |
| Torno Capital, LLC | 25,000 | $13.6M | 1.44% | +25,000 | New |
| Virtue Capital Management, LLC | 24,496 | $13.6M | 2.33% | +12,934+111.9% | Added |
| Kaizen Financial Strategies | 25,034 | $13.6M | 8.46% | +879+3.6% | Added |
| Lazard Asset Management LLC | 24,907 | $13.6M | 0.02% | +1,948+8.5% | Added |
| Cacti Asset Management LLC | 24,795 | $13.5M | 1.10% | 00.0% | Unchanged |
| Conscious Wealth Investments, LLC | 24,460 | $13.5M | 9.73% | +13+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 24,863 | $13.5M | 0.26% | −4,337−14.9% | Reduced |
| Cavalier Investments, LLC | 24,879 | $13.5M | 4.17% | +1,245+5.3% | Added |
| PFC Capital Group, Inc. | 24,851 | $13.5M | 6.77% | +462+1.9% | Added |
| Bigelow Investment Advisors, LLC | 24,835 | $13.5M | 6.45% | −577−2.3% | Reduced |
| Miracle Mile Advisors, LLC | 24,773 | $13.5M | 0.33% | +994+4.2% | Added |
| Custos Family Office, LLC | 24,601 | $13.4M | 5.35% | −347−1.4% | Reduced |
| Smith Chas P & Associates Pa Cpas | 24,475 | $13.3M | 0.79% | +387+1.6% | Added |
| Gunn & Co Investment Management, Inc. | 24,475 | $13.3M | 0.79% | +23,022+1,584.4% | Added |
| Mycio Wealth Partners, LLC | 24,461 | $13.3M | 3.40% | +791+3.3% | Added |
| St Germain D J Co Inc | 24,428 | $13.3M | 0.64% | −345−1.4% | Reduced |
| First Foundation Advisors | 24,368 | $13.3M | 0.51% | −523−2.1% | Reduced |
| G&S Capital LLC | 23,463 | $13.2M | 5.73% | +45+0.2% | Added |
| Wintrust Investments LLC | 24,161 | $13.1M | 1.07% | +1,447+6.4% | Added |
| Aaron Wealth Advisors | 24,156 | $13.1M | 1.82% | +145+0.6% | Added |
| Prudential PLC | 24,095 | $13.1M | 0.09% | −4,302−15.1% | Reduced |
| Nadler Financial Group, Inc. | 24,070 | $13.1M | 1.54% | +491+2.1% | Added |
| Bell Bank | 24,069 | $13.1M | 1.10% | +3,605+17.6% | Added |
| Camarda Financial Advisors, LLC | 24,010 | $13.1M | 5.13% | +555+2.4% | Added |
| Prosperity Consulting Group, LLC | 23,956 | $13.0M | 1.77% | −1,030−4.1% | Reduced |
| Inspire Trust Co, N.A. | 23,936 | $13.0M | 4.30% | +16,339+215.1% | Added |
| Schnieders Capital Management LLC | 23,923 | $13.0M | 2.63% | −603−2.5% | Reduced |
| Atlas Private Wealth Advisors | 23,868 | $13.0M | 2.11% | +10,506+78.6% | Added |
| Ethos Financial Group, LLC | 23,761 | $13.0M | 2.28% | +20,394+605.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 23,836 | $13.0M | 0.44% | −2,805−10.5% | Reduced |
| Peterson Wealth Management | 23,796 | $13.0M | 8.00% | +1,465+6.6% | Added |
| First Washington CORP | 23,785 | $12.9M | 4.79% | +283+1.2% | Added |
| One Capital Management, LLC | 23,782 | $12.9M | 0.44% | +6,083+34.4% | Added |
| Great Lakes Advisors, LLC | 23,758 | $12.9M | 0.11% | +6,125+34.7% | Added |
| Agf Management Ltd | 23,717 | $12.9M | 0.07% | −1,701−6.7% | Reduced |
| Ami Investment Management Inc | 23,687 | $12.9M | 4.50% | −49−0.2% | Reduced |
| Heritage Trust Co | 23,678 | $12.9M | 1.70% | −18−0.1% | Reduced |
| Corundum Group, Inc. | 23,663 | $12.9M | 5.03% | +10,676+82.2% | Added |
| Twin Focus Capital Partners, LLC | 23,661 | $12.9M | 2.06% | −1,009−4.1% | Reduced |
| Childress Capital Advisors, LLC | 23,629 | $12.9M | 3.62% | +70.0% | Added |
| Accredited Investors Inc. | 23,602 | $12.8M | 0.80% | +43+0.2% | Added |
| Kowal Investment Group, LLC | 23,527 | $12.8M | 2.56% | −288−1.2% | Reduced |
| Bristlecone Advisors, LLC | 23,351 | $12.7M | 1.08% | −381−1.6% | Reduced |
| Coastline Trust Co | 23,302 | $12.7M | 1.48% | −66−0.3% | Reduced |
| Walleye Capital LLC | 23,257 | $12.7M | 0.13% | −383,675−94.3% | Reduced |
| Texas Yale Capital Corp. | 23,211 | $12.6M | 0.60% | +142+0.6% | Added |
| Pacific Center for Financial Services | 23,117 | $12.6M | 3.53% | +403+1.8% | Added |
| Accent Capital Management, LLC | 23,071 | $12.6M | 7.71% | +23,071 | New |
| K.J. Harrison & Partners Inc | 23,011 | $12.5M | 2.06% | +515+2.3% | Added |
| Monetta Financial Services Inc | 23,000 | $12.5M | 10.83% | −3,000−11.5% | Reduced |
| Optimum Investment Advisors | 22,986 | $12.5M | 5.61% | +388+1.7% | Added |
| Patten & Patten Inc | 22,981 | $12.5M | 0.87% | −544−2.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 22,950 | $12.5M | 0.63% | +851+3.9% | Added |
| Berkshire Asset Management LLC | 22,766 | $12.4M | 0.62% | +3,765+19.8% | Added |
| Evanson Asset Management, LLC | 22,732 | $12.4M | 0.95% | +87+0.4% | Added |
| West Branch Capital LLC | 22,728 | $12.4M | 4.59% | −192−0.8% | Reduced |
| MONECO Advisors, LLC | 22,644 | $12.3M | 1.81% | −295−1.3% | Reduced |
| Milestone Asset Management, LLC | 22,621 | $12.3M | 3.08% | −1,160−4.9% | Reduced |
| Morton Brown Family Wealth, LLC | 22,253 | $12.3M | 4.85% | −642−2.8% | Reduced |
| E&G Advisors, LP | 22,562 | $12.3M | 3.61% | +3,101+15.9% | Added |
| SFMG, LLC | 22,560 | $12.3M | 1.07% | +35+0.2% | Added |
| Ayalon Holdings Ltd. | 22,496 | $12.3M | 4.04% | −10.0% | Reduced |
| Laurel Wealth Advisors LLC | 22,467 | $12.2M | 2.14% | −144−0.6% | Reduced |
| Howard Financial Services, Ltd. | 22,438 | $12.2M | 2.00% | −756−3.3% | Reduced |
| LVM Capital Management Ltd | 22,427 | $12.2M | 1.39% | +155+0.7% | Added |
| Gries Financial LLC | 22,420 | $12.2M | 2.51% | −1,757−7.3% | Reduced |
| Apriem Advisors | 22,413 | $12.2M | 1.49% | +13,864+162.2% | Added |