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 |
|---|---|---|---|---|---|
| ABLE Financial Group, LLC | 8,027 | $4.37M | 1.58% | +3,614+81.9% | Added |
| United Bank | 8,025 | $4.37M | 0.54% | +44+0.6% | Added |
| Pegasus Asset Management, Inc. | 8,018 | $4.36M | 1.67% | −17−0.2% | Reduced |
| Aldebaran Financial Inc. | 8,016 | $4.36M | 6.04% | +2,432+43.6% | Added |
| WMS Partners, LLC | 8,012 | $4.36M | 0.28% | +24+0.3% | Added |
| Laraway Financial Inc | 8,007 | $4.36M | 3.72% | −120−1.5% | Reduced |
| Madison Wealth Partners, Inc | 8,006 | $4.36M | 1.49% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 7,983 | $4.34M | 0.65% | +3,940+97.5% | Added |
| Levin Capital Strategies, L.P. | 7,972 | $4.34M | 0.46% | +5+0.1% | Added |
| Ridgecrest Wealth Partners, LLC | 7,965 | $4.33M | 2.61% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 7,964 | $4.33M | 0.95% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 7,952 | $4.33M | 2.13% | +1,249+18.6% | Added |
| Delta Investment Management, LLC | 7,920 | $4.31M | 0.95% | +81+1.0% | Added |
| Metlife Inc | 7,911 | $4.31M | 41.49% | −266−3.3% | Reduced |
| Cohen Capital Management, Inc. | 7,912 | $4.31M | 0.74% | +5+0.1% | Added |
| Avalon Trust Co | 7,906 | $4.30M | 0.34% | −129−1.6% | Reduced |
| Intrua Financial, LLC | 7,868 | $4.28M | 0.70% | −1,845−19.0% | Reduced |
| Chesapeake Wealth Management | 7,865 | $4.28M | 1.55% | +40+0.5% | Added |
| Single Point Partners, LLC | 7,852 | $4.27M | 7.32% | −9−0.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 7,851 | $4.27M | 0.69% | +356+4.7% | Added |
| Private Wealth Partners, LLC | 7,803 | $4.25M | 0.32% | +10.0% | Added |
| ELCO Management Co., LLC | 7,789 | $4.24M | 2.47% | +17+0.2% | Added |
| BCM Advisors, LLC | 7,781 | $4.23M | 1.00% | +5+0.1% | Added |
| Long Run Wealth Advisors, LLC | 7,759 | $4.22M | 1.07% | −21−0.3% | Reduced |
| ForthRight Wealth Management, LLC | 7,744 | $4.21M | 1.51% | −24−0.3% | Reduced |
| Regis Acquisition Inc. | 7,741 | $4.21M | 2.57% | −294−3.7% | Reduced |
| Madden Advisory Services, Inc. | 7,741 | $4.21M | 2.14% | +285+3.8% | Added |
| LBMC Investment Advisors, LLC | 7,741 | $4.21M | 0.37% | −2,757−26.3% | Reduced |
| Marvin & Palmer Associates Inc | 6,395 | $4.21M | 4.31% | −1,658−20.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 7,679 | $4.18M | 0.36% | −58−0.7% | Reduced |
| Tyler-Stone Wealth Management | 7,654 | $4.17M | 1.72% | +213+2.9% | Added |
| Callan Capital, LLC | 7,588 | $4.13M | 0.34% | +438+6.1% | Added |
| Meridian Investment Counsel Inc. | 7,563 | $4.12M | 1.30% | +60+0.8% | Added |
| MidWestOne Financial Group, Inc. | 7,562 | $4.12M | 0.74% | −206−2.7% | Reduced |
| Donaldson Capital Management, LLC | 7,524 | $4.09M | 0.17% | +89+1.2% | Added |
| Barrett & Company, Inc. | 7,517 | $4.09M | 1.85% | +249+3.4% | Added |
| Genesee Capital Advisors, LLC | 7,517 | $4.09M | 2.01% | +3,286+77.7% | Added |
| Pacitti Group Inc. | 7,481 | $4.08M | 2.13% | −159−2.1% | Reduced |
| Castleview Partners, LLC | 7,494 | $4.08M | 2.32% | −101−1.3% | Reduced |
| HCR Wealth Advisors | 7,482 | $4.07M | 0.58% | +1,208+19.3% | Added |
| Joseph P. Lucia & Associates, LLC | 7,477 | $4.07M | 2.08% | +528+7.6% | Added |
| Tanglewood Legacy Advisors, LLC | 7,462 | $4.06M | 1.92% | −155−2.0% | Reduced |
| JustInvest LLC | 7,454 | $4.06M | 0.08% | +159+2.2% | Added |
| Alterna Wealth Management, Inc | 7,454 | $4.06M | 3.55% | +412+5.9% | Added |
| Twin Lakes Capital Management, LLC | 7,449 | $4.05M | 2.77% | +17+0.2% | Added |
| EPIQ Capital Group, LLC | 7,424 | $4.05M | 1.43% | +20+0.3% | Added |
| Black Swift Group, LLC | 7,448 | $4.05M | 0.94% | −717−8.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 7,427 | $4.04M | 1.71% | +421+6.0% | Added |
| Alley Investment Management Company, LLC | 7,416 | $4.04M | 0.55% | −55−0.7% | Reduced |
| Catalyst Private Wealth, LLC | 7,409 | $4.03M | 2.13% | −504−6.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,408 | $4.03M | 0.58% | −240−3.1% | Reduced |
| Charter Oak Capital Management, LLC | 7,399 | $4.03M | 0.42% | −1,356−15.5% | Reduced |
| Moneda S.A. Administradora General de Fondos | 7,374 | $4.01M | 2.82% | −1,685−18.6% | Reduced |
| Coastal Bridge Advisors, LLC | 7,373 | $4.01M | 1.00% | +5,185+237.0% | Added |
| Woodstock Corp | 7,371 | $4.01M | 0.41% | +328+4.7% | Added |
| Resolute Wealth Strategies, LLC | 7,346 | $4.00M | 2.30% | +18+0.2% | Added |
| Asset Dedication, LLC | 7,340 | $3.99M | 0.28% | +213+3.0% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 7,312 | $3.98M | 2.44% | −53−0.7% | Reduced |
| Hamilton Point Investment Advisors, LLC | 7,289 | $3.98M | 0.77% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 7,273 | $3.96M | 1.33% | −165−2.2% | Reduced |
| Arrow Financial Corp | 7,269 | $3.96M | 0.39% | −5,464−42.9% | Reduced |
| Mengis Capital Management, Inc. | 7,260 | $3.95M | 0.80% | −120−1.6% | Reduced |
| Cornerstone Advisory, LLC | 7,252 | $3.95M | 0.56% | +2,181+43.0% | Added |
| Zions Bancorporation, N.A. | 7,240 | $3.94M | 0.32% | −1,842−20.3% | Reduced |
| Evergreen Advisors, LLC | 7,239 | $3.94M | 1.18% | −23−0.3% | Reduced |
| USAdvisors Wealth Management, LLC | 7,223 | $3.93M | 1.45% | +509+7.6% | Added |
| AlphaStar Capital Management, LLC | 7,212 | $3.92M | 0.36% | +38+0.5% | Added |
| Sunesis Advisors, LLC | 7,207 | $3.92M | 2.33% | +351+5.1% | Added |
| Austin Private Wealth, LLC | 7,205 | $3.92M | 0.42% | −1,496−17.2% | Reduced |
| Boston Trust Walden Corp | 7,191 | $3.91M | 0.03% | −24−0.3% | Reduced |
| Bray Capital Advisors | 7,183 | $3.91M | 0.98% | +125+1.8% | Added |
| First American Trust, FSB | 7,174 | $3.90M | 0.39% | −1,728−19.4% | Reduced |
| Parker Investment Management, LLC | 7,146 | $3.89M | 0.62% | −62,025−89.7% | Reduced |
| Sterneck Capital Management, LLC | 7,140 | $3.89M | 2.20% | +73+1.0% | Added |
| Baldwin Investment Management, LLC | 7,135 | $3.88M | 0.53% | −100−1.4% | Reduced |
| Accurate Wealth Management, LLC | 6,910 | $3.88M | 0.93% | +217+3.2% | Added |
| Boston Research & Management Inc | 7,129 | $3.88M | 0.98% | +121+1.7% | Added |
| Allegheny Financial Group LTD | 7,114 | $3.87M | 1.11% | +691+10.8% | Added |
| Phillips Financial Management, LLC | 7,095 | $3.86M | 0.32% | −40−0.6% | Reduced |
| First United Bank Trust | 7,093 | $3.86M | 1.44% | −51−0.7% | Reduced |
| Arrowroot Family Office, LLC | 7,085 | $3.86M | 2.47% | −209−2.9% | Reduced |
| Ameliora Wealth Management Ltd. | 7,079 | $3.85M | 1.75% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 7,047 | $3.84M | 2.92% | +67+1.0% | Added |
| Northwest Bancshares, Inc. | 7,040 | $3.83M | 0.65% | −67−0.9% | Reduced |
| Platform Technology Partners | 7,036 | $3.83M | 1.32% | +7,036 | New |
| Spectrum Wealth Advisory Group, LLC | 6,999 | $3.81M | 4.07% | +1,157+19.8% | Added |
| Forbes Financial Planning, Inc. | 6,993 | $3.81M | 2.99% | −108−1.5% | Reduced |
| Pasadena Private Wealth, LLC | 6,979 | $3.80M | 0.88% | +165+2.4% | Added |
| Hassell Wealth Management, LLC | 7,000 | $3.79M | 1.70% | −10−0.1% | Reduced |
| Cornerstone Planning Group LLC | 7,328 | $3.79M | 1.09% | +5,380+276.2% | Added |
| Heritage Investment Group, Inc. | 6,956 | $3.79M | 0.78% | +63+0.9% | Added |
| Inspirion Wealth Advisors, LLC | 6,955 | $3.78M | 0.58% | −191−2.7% | Reduced |
| Sterling Financial Group, Inc. | 6,923 | $3.77M | 1.71% | +595+9.4% | Added |
| Waycross Investment Management Co | 6,903 | $3.76M | 3.63% | −532−7.2% | Reduced |
| Alpha Cubed Investments, LLC | 6,902 | $3.76M | 0.18% | +100+1.5% | Added |
| First Interstate Bank | 6,901 | $3.76M | 0.25% | +375+5.7% | Added |
| Wetzel Investment Advisors, Inc. | 7,034 | $3.75M | 2.15% | +122+1.8% | Added |
| RPS Advisory Solutions LLC | 6,895 | $3.75M | 3.46% | +6,895 | New |
| Sather Financial Group Inc | 6,890 | $3.75M | 0.26% | −390−5.4% | Reduced |
| Elite Wealth Management, Inc. | 6,878 | $3.74M | 0.82% | +30.0% | Added |