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 |
|---|---|---|---|---|---|
| W Advisors, LLC | 5,978 | $3.25M | 2.13% | 00.0% | Unchanged |
| Capital City Trust Co | 5,968 | $3.25M | 0.88% | +142+2.4% | Added |
| D L Carlson Investment Group Inc | 5,960 | $3.24M | 0.63% | +20.0% | Added |
| Towerpoint Wealth, LLC | 5,952 | $3.24M | 1.62% | +54+0.9% | Added |
| Woodmont Investment Counsel LLC | 5,951 | $3.24M | 0.26% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 5,929 | $3.23M | 1.67% | 00.0% | Unchanged |
| Strategic Advisors LLC | 5,926 | $3.23M | 0.63% | −19−0.3% | Reduced |
| Highland Capital Management, LLC | 5,918 | $3.22M | 0.19% | −190−3.1% | Reduced |
| Mystic Asset Management, Inc. | 5,918 | $3.22M | 1.30% | −15−0.3% | Reduced |
| Axiom Advisory, LLC | 6,140 | $3.21M | 0.04% | +6,140 | New |
| Monograph Wealth Advisors, LLC | 5,878 | $3.21M | 0.47% | +69+1.2% | Added |
| M3 Advisory Group, LLC | 5,875 | $3.20M | 2.63% | +173+3.0% | Added |
| Gilbert & Cook, Inc. | 5,861 | $3.19M | 0.47% | +233+4.1% | Added |
| Mitchell Sinkler & Starr | 5,795 | $3.18M | 0.82% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 5,840 | $3.18M | 0.34% | −1,134−16.3% | Reduced |
| Hallmark Capital Management Inc | 5,817 | $3.17M | 0.25% | −623−9.7% | Reduced |
| Yacktman Asset Management LP | 5,817 | $3.17M | 0.03% | −134−2.3% | Reduced |
| Cahill Financial Advisors Inc | 5,790 | $3.15M | 0.43% | −27−0.5% | Reduced |
| Eagle Global Advisors LLC | 5,778 | $3.14M | 0.17% | −91−1.6% | Reduced |
| Westside Investment Management, Inc. | 5,771 | $3.14M | 0.72% | +745+14.8% | Added |
| Midland Wealth Advisors LLC | 5,771 | $3.14M | 0.19% | +277+5.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,765 | $3.14M | 0.98% | +5,765 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 5,765 | $3.14M | 1.34% | +876+17.9% | Added |
| Strait & Sound Wealth Management LLC | 5,764 | $3.14M | 1.60% | −709−11.0% | Reduced |
| Blankinship & Foster, LLC | 5,761 | $3.14M | 0.81% | +3+0.1% | Added |
| Forza Wealth Management, LLC | 5,756 | $3.13M | 1.62% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 5,755 | $3.13M | 1.04% | −495−7.9% | Reduced |
| Cooper Financial Group | 5,753 | $3.13M | 0.46% | +1,054+22.4% | Added |
| Visionary Wealth Advisors | 5,743 | $3.13M | 0.20% | −24−0.4% | Reduced |
| Tillman Hartley LLC | 5,741 | $3.12M | 1.07% | 00.0% | Unchanged |
| Sky Investment Group LLC | – | $3.12M | 0.60% | – | – |
| Harbour Capital Advisors, LLC | 5,715 | $3.12M | 0.74% | +138+2.5% | Added |
| Parisi Gray Wealth Management | 5,706 | $3.11M | 1.11% | −291−4.9% | Reduced |
| Libra Wealth LLC | 5,703 | $3.10M | 1.34% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 5,703 | $3.10M | 0.46% | −3−0.1% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 5,702 | $3.10M | 0.59% | −19−0.3% | Reduced |
| SkyView Investment Advisors, LLC | 5,700 | $3.10M | 0.55% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 5,698 | $3.10M | 1.50% | −1,502−20.9% | Reduced |
| Harmony Asset Management LLC | 5,681 | $3.09M | 1.30% | −521−8.4% | Reduced |
| North Star Asset Management Inc | 5,678 | $3.09M | 0.15% | −20−0.4% | Reduced |
| Octavia Wealth Advisors, LLC | 5,658 | $3.09M | 0.42% | +820+16.9% | Added |
| NFP Retirement, Inc. | 5,665 | $3.08M | 0.26% | −934−14.2% | Reduced |
| Asset Advisors Investment Management, LLC | 5,663 | $3.08M | 0.34% | −1,122−16.5% | Reduced |
| Flaharty Asset Management, LLC | 5,658 | $3.08M | 0.45% | −146−2.5% | Reduced |
| Sonata Capital Group Inc | 5,637 | $3.07M | 1.57% | +648+13.0% | Added |
| Raab & Moskowitz Asset Management LLC | 5,636 | $3.07M | 0.83% | −50−0.9% | Reduced |
| SRS Capital Advisors, Inc. | 5,636 | $3.07M | 0.30% | +611+12.2% | Added |
| MV Capital Management, Inc. | 5,620 | $3.06M | 0.34% | +1,017+22.1% | Added |
| Ascent Wealth Partners, LLC | 5,620 | $3.06M | 0.45% | −8,244−59.5% | Reduced |
| TRUE Private Wealth Advisors | 5,608 | $3.05M | 0.35% | −374−6.3% | Reduced |
| Paradigm Financial Partners, LLC | 5,577 | $3.03M | 0.45% | +3,995+252.5% | Added |
| Lifeworks Advisors, LLC | 5,568 | $3.03M | 0.84% | +156+2.9% | Added |
| City Holding Co | 5,559 | $3.03M | 0.45% | +10+0.2% | Added |
| TrinityPoint Wealth, LLC | 5,558 | $3.02M | 0.47% | +60+1.1% | Added |
| Coastal Investment Advisors, Inc. | 5,555 | $3.02M | 0.59% | +365+7.0% | Added |
| Warner Financial, Inc | 5,553 | $3.02M | 1.47% | +25+0.5% | Added |
| Breakwater Capital Group | 5,551 | $3.02M | 0.69% | −20.0% | Reduced |
| Epiq Partners, LLC | 5,524 | $3.01M | 2.03% | +176+3.3% | Added |
| Spirepoint Private Client, LLC | 5,516 | $3.00M | 0.43% | +52+1.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,515 | $3.00M | 1.15% | +5,515 | New |
| Acropolis Investment Management, LLC | 5,500 | $2.99M | 0.19% | −55−1.0% | Reduced |
| Etfidea, LLC | 5,497 | $2.99M | 1.01% | +802+17.1% | Added |
| Middleton & Co Inc | 5,493 | $2.99M | 0.35% | −130−2.3% | Reduced |
| Wealth Management Partners, LLC | 5,489 | $2.99M | 1.45% | +20.0% | Added |
| Waters Parkerson & Co., LLC | 5,488 | $2.99M | 0.16% | −234−4.1% | Reduced |
| Index Fund Advisors, Inc. | 5,455 | $2.97M | 0.17% | +1,719+46.0% | Added |
| Advanced Asset Management Advisors Inc | 5,447 | $2.96M | 0.79% | −210−3.7% | Reduced |
| Litman Gregory Asset Management LLC | 5,437 | $2.96M | 0.26% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 5,435 | $2.96M | 0.79% | +5,435 | New |
| Holderness Investments Co | 5,433 | $2.96M | 0.70% | −15−0.3% | Reduced |
| Mason Investment Advisory Services, Inc. | 5,429 | $2.95M | 0.18% | −334−5.8% | Reduced |
| Capital Asset Advisory Services LLC | 5,315 | $2.95M | 0.16% | −1,590−23.0% | Reduced |
| Willis Johnson & Associates, Inc. | 5,419 | $2.95M | 0.24% | +351+6.9% | Added |
| Verum Partners LLC | 5,407 | $2.94M | 0.95% | −84−1.5% | Reduced |
| Northern Oak Wealth Management Inc | 5,398 | $2.94M | 0.35% | −20.0% | Reduced |
| Pitti Group Wealth Management, LLC | 6,164 | $2.93M | 3.19% | −40−0.6% | Reduced |
| Executive Wealth Management, LLC | 5,375 | $2.93M | 0.54% | −81−1.5% | Reduced |
| Tempus Wealth Planning, LLC | 5,371 | $2.92M | 1.22% | +456+9.3% | Added |
| Geometric Wealth Advisors | 5,366 | $2.92M | 0.60% | +548+11.4% | Added |
| Aviance Capital Partners, LLC | 5,362 | $2.92M | 0.42% | +758+16.5% | Added |
| Signature Securities Group Corporation | 5,345 | $2.92M | 0.80% | +307+6.1% | Added |
| Snider Financial Group | 5,348 | $2.91M | 1.12% | +5,348 | New |
| Mitchell McLeod Pugh & Williams Inc | 5,345 | $2.91M | 0.66% | +72+1.4% | Added |
| Charter Research & Investment Group, Inc. | 5,342 | $2.91M | 2.29% | 00.0% | Unchanged |
| Rede Wealth, LLC | 5,340 | $2.91M | 2.68% | −169−3.1% | Reduced |
| Sentry Investment Management LLC | 5,340 | $2.91M | 1.29% | +4,692+724.1% | Added |
| Essex Savings Bank | 5,320 | $2.90M | 0.78% | +118+2.3% | Added |
| East Coast Asset Management, LLC. | 5,319 | $2.89M | 1.05% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 5,316 | $2.89M | 2.95% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 5,292 | $2.88M | 1.10% | +30+0.6% | Added |
| Bank Ozk | 5,289 | $2.88M | 1.25% | −87−1.6% | Reduced |
| Williams & Novak, LLC | 5,286 | $2.88M | 2.68% | −830−13.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 5,283 | $2.87M | 0.27% | +476+9.9% | Added |
| Jaffetilchin Investment Partners, LLC | 5,283 | $2.87M | 0.25% | +257+5.1% | Added |
| Anchor Investment Management, LLC | 5,280 | $2.87M | 0.30% | +95+1.8% | Added |
| PBMares Wealth Management LLC | 5,274 | $2.87M | 0.70% | −9−0.2% | Reduced |
| Paladin Advisory Group, LLC | 5,244 | $2.86M | 2.23% | +113+2.2% | Added |
| Cottage Street Advisors LLC | 5,239 | $2.85M | 1.69% | +263+5.3% | Added |
| Merriman Wealth Management, LLC | 5,212 | $2.84M | 0.12% | +775+17.5% | Added |
| Patton Albertson Miller Group, LLC | 5,217 | $2.84M | 0.40% | −38−0.7% | Reduced |