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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Lawson Kroeker Investment Management Inc | 5,216 | $2.84M | 0.55% | +430+9.0% | Added |
| Leeward Financial Partners, LLC | 5,214 | $2.84M | 1.15% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 5,213 | $2.84M | 0.23% | +1,525+41.4% | Added |
| InTrack Investment Management Inc | 5,205 | $2.83M | 2.02% | −33−0.6% | Reduced |
| Summit Financial Strategies, Inc. | 5,204 | $2.83M | 0.35% | +30+0.6% | Added |
| Lion Street Advisors, LLC | 5,196 | $2.83M | 1.05% | −220−4.1% | Reduced |
| Sittner & Nelson, LLC | 5,190 | $2.82M | 1.39% | −350−6.3% | Reduced |
| Peterson Wealth Services | 5,188 | $2.82M | 0.99% | +20.0% | Added |
| Compass Wealth Management LLC | 5,184 | $2.82M | 0.70% | −4−0.1% | Reduced |
| Resurgent Financial Advisors LLC | 5,182 | $2.82M | 1.75% | +185+3.7% | Added |
| Parsons Capital Management Inc | 5,178 | $2.82M | 0.19% | −24−0.5% | Reduced |
| KFA Private Wealth Group, LLC | 5,169 | $2.81M | 1.46% | +156+3.1% | Added |
| Watershed Private Wealth LLC | 5,168 | $2.81M | 1.20% | −233−4.3% | Reduced |
| SOA Wealth Advisors, LLC. | 5,142 | $2.80M | 0.56% | +202+4.1% | Added |
| Nemes Rush Group LLC | 5,138 | $2.80M | 0.38% | +80+1.6% | Added |
| Financial Advisory Corp | 5,128 | $2.79M | 1.16% | −122−2.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,119 | $2.79M | 0.38% | +1,039+25.5% | Added |
| Summit Place Financial Advisors, LLC | 5,116 | $2.78M | 1.65% | −95−1.8% | Reduced |
| Verus Financial Partners, Inc. | 5,106 | $2.78M | 0.32% | −251−4.7% | Reduced |
| Noesis Capital Mangement Corp | 5,102 | $2.78M | 0.62% | +431+9.2% | Added |
| Keebeck Wealth Management, LLC | 5,082 | $2.77M | 0.41% | +10.0% | Added |
| Kelly Financial Services LLC | 5,098 | $2.77M | 0.99% | −1,533−23.1% | Reduced |
| Zevenbergen Capital Investments LLC | 5,092 | $2.77M | 0.06% | −226−4.2% | Reduced |
| Bangor Savings Bank | 5,089 | $2.77M | 0.28% | +945+22.8% | Added |
| Intelligence Driven Advisers, LLC | 5,085 | $2.77M | 0.39% | −15−0.3% | Reduced |
| Shared Vision Wealth Group LLC | 5,078 | $2.76M | 1.61% | +114+2.3% | Added |
| Prosperity Planning, Inc. | 5,072 | $2.76M | 0.94% | −620−10.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,071 | $2.76M | 0.56% | +13+0.3% | Added |
| Olistico Wealth, LLC | 5,060 | $2.75M | 1.76% | +497+10.9% | Added |
| First Commonwealth Financial Corp | 5,056 | $2.75M | 0.71% | +1,394+38.1% | Added |
| Next Capital Management LLC | 5,033 | $2.74M | 1.16% | +1,413+39.0% | Added |
| Wealthquest Corp | 5,031 | $2.74M | 0.29% | +12+0.2% | Added |
| Evensky & Katz LLC | 5,037 | $2.73M | 0.19% | +519+11.5% | Added |
| Erickson Financial Group, LLC | 4,990 | $2.72M | 2.07% | −19−0.4% | Reduced |
| Asset Allocation & Management Company, LLC | 4,979 | $2.71M | 1.79% | 00.0% | Unchanged |
| Ironwood Financial, llc | 4,976 | $2.71M | 0.61% | −204−3.9% | Reduced |
| Asset Management Group, Inc. | 4,968 | $2.70M | 0.50% | −320−6.1% | Reduced |
| BluePath Capital Management, LLC | 4,966 | $2.70M | 1.93% | −123−2.4% | Reduced |
| Tidemark, LLC | 4,965 | $2.70M | 1.24% | −4,999−50.2% | Reduced |
| GW&K Investment Management, LLC | 4,955 | $2.70M | 0.02% | +103+2.1% | Added |
| XML Financial, LLC | 4,952 | $2.70M | 0.27% | +263+5.6% | Added |
| Pavion Blue Capital, LLC | 4,948 | $2.69M | 1.33% | −5−0.1% | Reduced |
| Searle & Co. | 4,938 | $2.69M | 0.63% | +133+2.8% | Added |
| Sequent Asset Management, LLC | 4,936 | $2.69M | 1.35% | +100+2.1% | Added |
| Mathes Company, Inc. | 4,930 | $2.68M | 0.97% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 4,929 | $2.68M | 1.05% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 4,915 | $2.67M | 0.06% | −4,834−49.6% | Reduced |
| Waterway Wealth Management, LLC | 4,905 | $2.67M | 1.31% | −439−8.2% | Reduced |
| Horizon Investment Services, LLC | 4,898 | $2.67M | 1.26% | +21+0.4% | Added |
| Patriot Investment Management Inc. | 4,893 | $2.66M | 0.21% | −112−2.2% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,884 | $2.66M | 0.57% | −85−1.7% | Reduced |
| Abound Wealth Management | 4,854 | $2.64M | 0.97% | +808+20.0% | Added |
| Private Wealth Group, LLC | 4,852 | $2.64M | 1.39% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 4,840 | $2.63M | 0.05% | +279+6.1% | Added |
| Koss-Olinger Consulting, LLC | 4,826 | $2.63M | 0.24% | +1,768+57.8% | Added |
| Bridges Investment Management Inc | 4,823 | $2.62M | 0.04% | +3,912+429.4% | Added |
| Augustine Asset Management Inc | 4,822 | $2.62M | 1.01% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 4,815 | $2.62M | 1.93% | +1,151+31.4% | Added |
| Longview Financial Advisors, Inc. | 4,815 | $2.62M | 1.99% | +36+0.8% | Added |
| AlphaQ Advisors LLC | 4,808 | $2.62M | 7.74% | −1,887−28.2% | Reduced |
| Trust Point Inc. | 4,806 | $2.62M | 0.21% | −42−0.9% | Reduced |
| Noked Israel Ltd | 4,794 | $2.61M | 0.72% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 4,784 | $2.60M | 0.80% | −415−8.0% | Reduced |
| Acorn Financial Advisory Services Inc | 4,774 | $2.60M | 0.48% | −2,555−34.9% | Reduced |
| Community Financial Services Group, LLC | 4,771 | $2.60M | 0.56% | −27−0.6% | Reduced |
| Q3 Asset Management | 4,762 | $2.59M | 0.59% | +4,762 | New |
| Tradition Wealth Management, LLC | 4,760 | $2.59M | 0.25% | +745+18.6% | Added |
| Cadinha & Co LLC | 4,759 | $2.59M | 0.48% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 4,752 | $2.59M | 0.11% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 4,746 | $2.58M | 0.24% | −15−0.3% | Reduced |
| Northside Capital Management, LLC | 4,740 | $2.58M | 0.44% | 00.0% | Unchanged |
| Clarity Capital Advisors, LLC | 4,740 | $2.58M | 1.99% | +10+0.2% | Added |
| Invesco Ltd. | 4,732 | $2.58M | 0.00% | +1,213+34.5% | Added |
| EdgeRock Capital LLC | 4,720 | $2.57M | 1.99% | +270+6.1% | Added |
| EHP Funds Inc. | 4,700 | $2.56M | 1.26% | +1,200+34.3% | Added |
| Sound Income Strategies, LLC | 4,697 | $2.56M | 0.16% | +2,070+78.8% | Added |
| Cape Investment Advisory, Inc. | 4,695 | $2.55M | 1.15% | −892−16.0% | Reduced |
| Options Solutions, LLC | 4,694 | $2.55M | 1.53% | −958−16.9% | Reduced |
| Fiduciary Financial Group, LLC | 4,506 | $2.55M | 0.61% | +4,506 | New |
| TBH Global Asset Management, LLC | 4,655 | $2.53M | 0.56% | −814−14.9% | Reduced |
| Secure Asset Management, LLC | 4,655 | $2.53M | 0.48% | +1,993+74.9% | Added |
| SeaBridge Investment Advisors LLC | 4,655 | $2.53M | 0.66% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 4,652 | $2.53M | 0.55% | −2,389−33.9% | Reduced |
| Ironwood Wealth Management, LLC. | 4,637 | $2.52M | 0.82% | −181−3.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,631 | $2.52M | 0.37% | +207+4.7% | Added |
| Builder Investment Group Inc | 4,623 | $2.52M | 0.69% | −72−1.5% | Reduced |
| Marshall & Sullivan Inc | 4,619 | $2.51M | 1.26% | −31−0.7% | Reduced |
| Affinity Capital Advisors, LLC | 4,617 | $2.51M | 0.53% | +2,075+81.6% | Added |
| Cahaba Wealth Management, Inc. | 4,613 | $2.51M | 0.22% | −164−3.4% | Reduced |
| TNF LLC | 4,634 | $2.51M | 0.92% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 4,607 | $2.51M | 1.21% | 00.0% | Unchanged |
| River Street Advisors LLC | 4,594 | $2.50M | 1.55% | +2,584+128.6% | Added |
| Bennett Selby Investments LP | 4,593 | $2.50M | 1.12% | +14+0.3% | Added |
| Cooper/Haims Advisors, LLC | 4,593 | $2.50M | 1.40% | −5−0.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,585 | $2.49M | 0.26% | +11+0.2% | Added |
| Rice Partnership, LLC | 4,565 | $2.48M | 0.54% | −150−3.2% | Reduced |
| Orgel Wealth Management, LLC | 4,552 | $2.48M | 0.07% | +2,088+84.7% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,549 | $2.48M | 0.55% | 00.0% | Unchanged |
| Members Wealth LLC | 3,976 | $2.47M | 1.65% | +3,976 | New |
| Newman Dignan & Sheerar, Inc. | 4,527 | $2.46M | 0.64% | +45+1.0% | Added |