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 |
|---|---|---|---|---|---|
| Audent Global Asset Management, LLC | 12,846 | $6.99M | 7.28% | −215−1.6% | Reduced |
| Meritage Portfolio Management | 12,834 | $6.98M | 0.44% | +165+1.3% | Added |
| GSB Wealth Management, LLC | 12,811 | $6.97M | 1.90% | +71+0.6% | Added |
| Element Wealth, LLC | 12,777 | $6.95M | 3.91% | +228+1.8% | Added |
| Cyndeo Wealth Partners, LLC | 12,735 | $6.93M | 0.54% | −423−3.2% | Reduced |
| Hoese & Co LLP | 13,121 | $6.92M | 6.04% | −3,227−19.7% | Reduced |
| Norden Group LLC | 12,707 | $6.92M | 1.40% | +1,526+13.6% | Added |
| Estate Counselors, LLC | 12,688 | $6.91M | 0.76% | −1,194−8.6% | Reduced |
| Clear Creek Financial Management, LLC | 12,666 | $6.90M | 0.84% | −55−0.4% | Reduced |
| Glassman Wealth Services | 12,601 | $6.86M | 1.26% | −60−0.5% | Reduced |
| Operose Advisors LLC | 12,572 | $6.84M | 2.42% | +111+0.9% | Added |
| MGO Private Wealth, LLC | 12,555 | $6.83M | 4.29% | −533−4.1% | Reduced |
| Raleigh Capital Management Inc. | 12,542 | $6.83M | 2.91% | −3,691−22.7% | Reduced |
| Iams Wealth Management, LLC | 12,507 | $6.81M | 3.73% | +8,790+236.5% | Added |
| Savoie Capital LLC | 12,503 | $6.80M | 0.88% | 00.0% | Unchanged |
| Scoggin Management LP | 12,500 | $6.80M | 4.55% | +12,500 | New |
| DBK Financial Counsel, LLC | 12,339 | $6.71M | 7.32% | −48−0.4% | Reduced |
| MGB Wealth Management, LLC | 12,009 | $6.70M | 2.51% | +394+3.4% | Added |
| Charter Trust Co | 12,310 | $6.70M | 0.44% | +275+2.3% | Added |
| QRG Capital Management, Inc. | 12,290 | $6.69M | 0.08% | +1,001+8.9% | Added |
| Peoples Bank | 12,239 | $6.66M | 3.46% | −1,060−8.0% | Reduced |
| Port Capital LLC | 12,220 | $6.65M | 0.33% | −90−0.7% | Reduced |
| Roger Wittlin Investment Advisory, LLC | 12,213 | $6.65M | 4.27% | +6,912+130.4% | Added |
| Cliffwater LLC | 12,204 | $6.64M | 1.42% | 00.0% | Unchanged |
| Moneywise, Inc. | 12,199 | $6.64M | 3.52% | +4,179+52.1% | Added |
| Carret Asset Management, LLC | 12,181 | $6.63M | 0.77% | −599−4.7% | Reduced |
| Motiv8 Investments LLC | 12,159 | $6.62M | 4.92% | −974−7.4% | Reduced |
| EverSource Wealth Advisors, LLC | 12,018 | $6.62M | 0.44% | +667+5.9% | Added |
| Sunbelt Securities, Inc. | 12,161 | $6.62M | 0.68% | −82−0.7% | Reduced |
| REDW Wealth LLC | 12,150 | $6.61M | 1.73% | +209+1.8% | Added |
| Great Diamond Partners, LLC | 12,147 | $6.61M | 1.55% | −171−1.4% | Reduced |
| JFG Wealth Management, LLC | 12,137 | $6.61M | 1.88% | +2,640+27.8% | Added |
| Invenio Wealth Partners LLC | 12,131 | $6.60M | 3.27% | −36−0.3% | Reduced |
| Canoe Financial LP | 13,395 | $6.59M | 0.12% | −2,045−13.2% | Reduced |
| Cozad Asset Management Inc | 12,081 | $6.57M | 0.66% | +282+2.4% | Added |
| Voya Investment Management LLC | 12,061 | $6.56M | 0.01% | −482−3.8% | Reduced |
| HTLF Bank | 12,058 | $6.56M | 0.75% | +784+7.0% | Added |
| Harbor Investment Advisory, LLC | 12,054 | $6.56M | 0.68% | +2,803+30.3% | Added |
| Farmers & Merchants Investments Inc | 12,044 | $6.55M | 0.22% | +102+0.9% | Added |
| Second Half Financial Partners, LLC | 11,998 | $6.53M | 5.23% | +1,096+10.1% | Added |
| Florida Financial Advisors, LLC | 11,988 | $6.52M | 3.91% | +566+5.0% | Added |
| Boston Mountain Money Management Inc | 11,984 | $6.52M | 4.30% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 11,953 | $6.50M | 2.73% | +30.0% | Added |
| Old North State Trust, LLC | 11,936 | $6.50M | 5.61% | −113−0.9% | Reduced |
| Gillespie Robinson & Grimm Inc | 11,930 | $6.49M | 0.52% | −315−2.6% | Reduced |
| West Bancorporation Inc | 11,922 | $6.49M | 4.80% | −231−1.9% | Reduced |
| Creative Financial Designs Inc | 11,919 | $6.49M | 0.58% | +753+6.7% | Added |
| Regent Peak Wealth Advisors LLC | 11,911 | $6.48M | 1.61% | −2,510−17.4% | Reduced |
| Mount Capital Ltd | 11,900 | $6.48M | 2.60% | −12,200−50.6% | Reduced |
| TTP Investments, Inc. | 11,896 | $6.47M | 2.43% | −5,739−32.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 11,955 | $6.47M | 1.40% | −23−0.2% | Reduced |
| Smithfield Trust Co | 11,871 | $6.46M | 0.34% | −2,696−18.5% | Reduced |
| Ashford Capital Management Inc | 11,862 | $6.46M | 0.87% | −1,122−8.6% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 11,822 | $6.43M | 1.82% | −461−3.8% | Reduced |
| Apella Capital, LLC | 11,572 | $6.43M | 0.29% | +2,911+33.6% | Added |
| Gratus Wealth Advisors, LLC | 11,713 | $6.43M | 1.11% | 00.0% | Unchanged |
| CIC Wealth, LLC | 11,806 | $6.43M | 1.77% | +1,191+11.2% | Added |
| World Equity Group, Inc. | 11,738 | $6.39M | 1.91% | −479−3.9% | Reduced |
| Latitude Advisors, LLC | 11,736 | $6.39M | 3.90% | −348−2.9% | Reduced |
| Strategy Asset Managers LLC | 14,333 | $6.35M | 1.42% | +1,501+11.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,674 | $6.35M | 0.70% | −4,100−26.0% | Reduced |
| Valmark Advisers, Inc. | 11,662 | $6.35M | 0.11% | +1,662+16.6% | Added |
| Fiduciary Planning LLC | 11,661 | $6.35M | 2.27% | +79+0.7% | Added |
| Krilogy Financial LLC | 11,655 | $6.34M | 0.47% | −850−6.8% | Reduced |
| HBK Sorce Advisory LLC | 11,626 | $6.33M | 0.22% | −3,325−22.2% | Reduced |
| SageView Advisory Group, LLC | 11,593 | $6.31M | 0.29% | +11,593 | New |
| Cary Street Partners Asset Management LLC | 11,566 | $6.29M | 0.92% | −28−0.2% | Reduced |
| Venturi Wealth Management, LLC | 11,564 | $6.29M | 0.37% | +104+0.9% | Added |
| Guardian Capital Advisors LP | 11,210 | $6.29M | 0.67% | −553−4.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 11,561 | $6.29M | 3.76% | +18+0.2% | Added |
| Private Ocean, LLC | 11,522 | $6.27M | 0.55% | +2,089+22.1% | Added |
| Coho Partners, Ltd. | 11,453 | $6.23M | 0.22% | +11,453 | New |
| WestEnd Advisors, LLC | 11,452 | $6.23M | 0.16% | +6,570+134.6% | Added |
| Private Client Services, LLC | 11,450 | $6.23M | 3.91% | −1,042−8.3% | Reduced |
| Private Portfolio Partners LLC | 11,443 | $6.23M | 5.07% | −32−0.3% | Reduced |
| Armbruster Capital Management, Inc. | 11,410 | $6.21M | 1.29% | +40.0% | Added |
| Tilson Financial Group, Inc. | 11,390 | $6.20M | 6.26% | −2,167−16.0% | Reduced |
| Etesian Wealth Advisors, Inc. | 11,377 | $6.19M | 3.48% | +326+2.9% | Added |
| Trust Co of Vermont | 11,358 | $6.18M | 0.34% | +129+1.1% | Added |
| JDM Financial Group LLC | 11,333 | $6.17M | 4.17% | −6−0.1% | Reduced |
| Cypress Wealth Services, LLC | 11,323 | $6.16M | 1.37% | −1,983−14.9% | Reduced |
| Sierra Capital LLC | 11,294 | $6.15M | 0.82% | +10+0.1% | Added |
| TL Private Wealth | 10,879 | $6.15M | 2.78% | −204−1.8% | Reduced |
| Kolinsky Wealth Management, LLC | 11,290 | $6.14M | 4.40% | −1,122−9.0% | Reduced |
| X-Square Capital, LLC | 11,289 | $6.14M | 2.85% | −1,099−8.9% | Reduced |
| Ellevest, Inc. | 11,243 | $6.12M | 0.37% | −11−0.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 11,231 | $6.11M | 0.12% | −229−2.0% | Reduced |
| Amplius Wealth Advisors, LLC | 11,227 | $6.11M | 0.68% | −55−0.5% | Reduced |
| Stephen J. Garry & Associates, LLC | 11,201 | $6.10M | 6.17% | +346+3.2% | Added |
| Cypress Financial Planning LLC | 11,196 | $6.09M | 2.55% | +1,889+20.3% | Added |
| Guidance Point Advisors, LLC | 11,169 | $6.09M | 1.90% | −111−1.0% | Reduced |
| Green Harvest Asset Management LLC | 11,187 | $6.09M | 0.14% | +1,059+10.5% | Added |
| Bragg Financial Advisors, Inc | 11,182 | $6.09M | 0.27% | −238−2.1% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 11,173 | $6.08M | 7.53% | −6,136−35.4% | Reduced |
| Oder Investment Management, LLC | 11,173 | $6.08M | 5.51% | −116−1.0% | Reduced |
| Well Done, LLC | 11,160 | $6.07M | 1.26% | +105+0.9% | Added |
| Alta Wealth Advisors LLC | 11,017 | $6.00M | 2.99% | +27+0.2% | Added |
| Certified Advisory Corp | 10,994 | $5.98M | 0.75% | +849+8.4% | Added |
| Merkkuri Wealth Advisors LLC | 10,991 | $5.98M | 5.52% | +10,991 | New |
| Intact Investment Management Inc. | 10,985 | $5.98M | 0.22% | 00.0% | Unchanged |