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 |
|---|---|---|---|---|---|
| Bay Rivers Group | 9,414 | $5.12M | 2.66% | +133+1.4% | Added |
| Rockland Trust Co | 9,393 | $5.11M | 0.27% | −217−2.3% | Reduced |
| Helen Stephens Group, LLC | 9,369 | $5.10M | 1.76% | +372+4.1% | Added |
| LRI Investments, LLC | 9,346 | $5.09M | 0.58% | +44+0.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,315 | $5.07M | 2.95% | −6−0.1% | Reduced |
| Vienna Asset Management LLC | 9,307 | $5.07M | 4.19% | +615+7.1% | Added |
| Harvest Investment Services, LLC | 9,288 | $5.05M | 2.01% | +270+3.0% | Added |
| United Asset Strategies, Inc. | 9,273 | $5.05M | 0.50% | −536−5.5% | Reduced |
| Lakeview Capital Partners, LLC | 9,629 | $5.04M | 0.82% | 00.0% | Unchanged |
| Foster & Motley Inc | 9,234 | $5.03M | 0.35% | +5,538+149.8% | Added |
| Fogel Capital Management, Inc. | 9,207 | $5.01M | 2.67% | −191−2.0% | Reduced |
| Founders Financial Alliance, LLC | 9,161 | $4.99M | 1.48% | −432−4.5% | Reduced |
| Millington Financial Advisors, LLC | 9,125 | $4.97M | 3.45% | −41−0.4% | Reduced |
| Colony Family Offices, LLC | 9,090 | $4.96M | 1.59% | +351+4.0% | Added |
| True North Advisors, LLC | 9,108 | $4.96M | 1.32% | −240−2.6% | Reduced |
| Arcus Capital Partners, LLC | 9,107 | $4.96M | 1.91% | −4,338−32.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 9,106 | $4.96M | 0.31% | +129+1.4% | Added |
| Invst, LLC | 9,088 | $4.96M | 0.55% | +89+1.0% | Added |
| Thoroughbred Financial Services, LLC | 9,078 | $4.94M | 0.33% | +3,055+50.7% | Added |
| Raffa Wealth Management, LLC | 9,056 | $4.93M | 1.40% | +1,463+19.3% | Added |
| WPWealth LLP | 9,054 | $4.93M | 1.19% | −12−0.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 9,035 | $4.92M | 1.38% | +779+9.4% | Added |
| Garden State Investment Advisory Services LLC | 9,004 | $4.91M | 1.69% | +89+1.0% | Added |
| Total Clarity Wealth Management, Inc. | 9,008 | $4.90M | 1.70% | −1,929−17.6% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 8,990 | $4.89M | 0.95% | −129−1.4% | Reduced |
| Tompkins Financial Corp | 8,944 | $4.87M | 0.51% | +1,102+14.1% | Added |
| GSG Advisors LLC | 8,910 | $4.86M | 1.72% | +205+2.4% | Added |
| F/M Investments LLC | 8,924 | $4.86M | 0.18% | +8,924 | New |
| Chapin Davis, Inc. | 8,921 | $4.85M | 1.66% | −129−1.4% | Reduced |
| Mairs & Power Inc | 8,893 | $4.84M | 0.05% | +3,362+60.8% | Added |
| Loudon Investment Management, LLC | 8,883 | $4.83M | 2.84% | +149+1.7% | Added |
| Journey Advisory Group, LLC | 8,841 | $4.81M | 0.58% | −342−3.7% | Reduced |
| Leverty Financial Group, LLC | 8,837 | $4.81M | 2.85% | −267−2.9% | Reduced |
| Breakwater Investment Management | 8,835 | $4.81M | 2.15% | +20.0% | Added |
| Verus Capital Partners, LLC | 8,833 | $4.81M | 0.50% | +1,512+20.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 8,824 | $4.80M | 1.11% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 8,826 | $4.80M | 0.05% | −5,052−36.4% | Reduced |
| Sightline Wealth Advisors, LLC | 8,811 | $4.80M | 2.99% | +24+0.3% | Added |
| LJI Wealth Management, LLC | 8,808 | $4.79M | 1.06% | +8,808 | New |
| McAdam, LLC | 8,776 | $4.78M | 0.29% | +1,107+14.4% | Added |
| Wimmer Associates 1, LLC | 8,770 | $4.77M | 2.45% | −53−0.6% | Reduced |
| Atlas Brown,Inc. | 8,743 | $4.76M | 1.71% | +305+3.6% | Added |
| Tritonpoint Wealth, LLC | 8,703 | $4.75M | 0.46% | −114−1.3% | Reduced |
| Orin Green Financial, LLC | 8,728 | $4.75M | 2.19% | – | – |
| Evernest Financial Advisors, LLC | 8,715 | $4.74M | 2.13% | −179−2.0% | Reduced |
| My Personal CFO, LLC | 8,714 | $4.74M | 2.53% | +104+1.2% | Added |
| RKL Wealth Management LLC | 8,663 | $4.71M | 0.45% | +143+1.7% | Added |
| NVWM, LLC | 8,658 | $4.71M | 1.25% | +1,806+26.4% | Added |
| DDD Partners, LLC | 8,656 | $4.71M | 0.55% | −1,952−18.4% | Reduced |
| Baron Wealth Management LLC | 8,649 | $4.71M | 2.44% | +8+0.1% | Added |
| Sage Rhino Capital LLC | 8,640 | $4.70M | 1.12% | +10+0.1% | Added |
| Aurora Private Wealth, Inc. | 8,632 | $4.70M | 4.11% | +37+0.4% | Added |
| Leo Wealth, LLC | 8,628 | $4.70M | 0.48% | +650+8.1% | Added |
| BlueSky Wealth Advisors, LLC | 8,594 | $4.68M | 0.79% | +8,594 | New |
| Bridge Advisory, LLC | 8,562 | $4.66M | 2.30% | −227−2.6% | Reduced |
| Ledyard National Bank | 8,529 | $4.64M | 0.45% | −921−9.7% | Reduced |
| Sharp Financial Services, LLC | 8,511 | $4.63M | 3.97% | +330+4.0% | Added |
| Herbst Group, LLC | 8,500 | $4.63M | 2.81% | −290−3.3% | Reduced |
| Omega Financial Group, LLC | 8,491 | $4.62M | 1.87% | −7−0.1% | Reduced |
| Wealthstream Advisors, Inc. | 8,459 | $4.60M | 1.68% | −43−0.5% | Reduced |
| Optivise Advisory Services LLC | 8,449 | $4.60M | 2.48% | +8,449 | New |
| McAlister, Sweet & Associates, Inc. | 8,443 | $4.59M | 3.30% | −2,174−20.5% | Reduced |
| Peachtree Investment Partners, LLC | 8,423 | $4.58M | 1.80% | −40−0.5% | Reduced |
| Stephenson National Bank & Trust | 8,418 | $4.58M | 1.56% | −134−1.6% | Reduced |
| Tower View Investment Management & Research LLC | 8,407 | $4.57M | 2.63% | +27+0.3% | Added |
| Marietta Wealth Management, LLC | 8,404 | $4.57M | 0.71% | −238−2.8% | Reduced |
| Oribel Capital Management, LP | 8,400 | $4.57M | 0.62% | +1,600+23.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 8,360 | $4.55M | 2.27% | −312−3.6% | Reduced |
| Guyasuta Investment Advisors Inc | 9,569 | $4.55M | 0.33% | −207−2.1% | Reduced |
| NWK Group, Inc. | 8,355 | $4.55M | 1.91% | +110+1.3% | Added |
| Lockerman Financial Group, Inc. | 8,333 | $4.53M | 8.23% | −398−4.6% | Reduced |
| Personal Cfo Solutions, LLC | 8,322 | $4.53M | 0.70% | +444+5.6% | Added |
| Beacon Financial Advisory LLC | 8,321 | $4.53M | 1.69% | +1,244+17.6% | Added |
| Sandy Cove Advisors, LLC | 8,321 | $4.53M | 2.02% | −415−4.8% | Reduced |
| Greenup Street Wealth Management LLC | 8,313 | $4.52M | 1.06% | +7,292+714.2% | Added |
| Little House Capital LLC | 8,306 | $4.52M | 1.41% | −143−1.7% | Reduced |
| Nikulski Financial, Inc. | 8,291 | $4.51M | 1.44% | −654−7.3% | Reduced |
| Strategic Investment Management, LLC | 8,210 | $4.51M | 4.82% | −590−6.7% | Reduced |
| Central Valley Advisors, LLC | 10,099 | $4.48M | 2.46% | +72+0.7% | Added |
| Two Point Capital Management, Inc. | 8,230 | $4.48M | 1.80% | −31−0.4% | Reduced |
| McDonald Partners LLC | 8,203 | $4.46M | 1.20% | −53−0.6% | Reduced |
| Roberts Glore & Co Inc | 8,201 | $4.46M | 1.35% | −1,329−13.9% | Reduced |
| Braun Stacey Associates Inc | 8,191 | $4.46M | 0.17% | −162−1.9% | Reduced |
| Almanack Investment Partners, LLC. | 8,191 | $4.46M | 0.75% | +701+9.4% | Added |
| Cherrydale Wealth Management, LLC | 8,184 | $4.45M | 1.95% | +26+0.3% | Added |
| Luminvest Wealth Management LLC | 8,106 | $4.45M | 2.09% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 8,163 | $4.44M | 1.86% | −181−2.2% | Reduced |
| TruWealth Advisors, LLC | 8,159 | $4.44M | 0.30% | −7−0.1% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 8,154 | $4.44M | 2.18% | +7,294+848.1% | Added |
| Abel Hall, LLC | 8,148 | $4.43M | 3.14% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 8,133 | $4.43M | 0.89% | +171+2.1% | Added |
| NWF Advisory Services Inc. | 8,113 | $4.42M | 0.70% | +466+6.1% | Added |
| Nuveen Asset Management, LLC | 8,088 | $4.41M | 0.00% | −469−5.5% | Reduced |
| Ameraudi Asset Management, Inc. | 8,090 | $4.40M | 2.00% | −190−2.3% | Reduced |
| Family Legacy, Inc. | 8,077 | $4.40M | 1.57% | +143+1.8% | Added |
| Power Wealth Management LLC | 8,057 | $4.38M | 2.09% | −2,306−22.3% | Reduced |
| Icapital Wealth LLC | 8,056 | $4.38M | 2.39% | +5,774+253.0% | Added |
| Cohen & Steers, Inc. | 8,047 | $4.38M | 0.01% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 8,043 | $4.38M | 2.06% | −208−2.5% | Reduced |
| Monticello Wealth Management, LLC | 8,032 | $4.37M | 0.41% | +1,093+15.8% | Added |