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 |
|---|---|---|---|---|---|
| Selway Asset Management | 4,522 | $2.46M | 1.00% | −1,462−24.4% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,519 | $2.46M | 0.60% | −353−7.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,518 | $2.46M | 1.48% | −45−1.0% | Reduced |
| ProVise Management Group, LLC | 4,511 | $2.45M | 0.21% | −185−3.9% | Reduced |
| Red Lighthouse Investment Management, LLC | 4,505 | $2.45M | 1.03% | 00.0% | Unchanged |
| Channel Wealth LLC | 4,492 | $2.44M | 0.89% | +3,286+272.5% | Added |
| Clarkston Capital Partners, LLC | 4,487 | $2.44M | 0.05% | +25+0.6% | Added |
| Maxwell Wealth Strategies Inc. | 4,483 | $2.44M | 1.20% | 00.0% | Unchanged |
| Main Street Group, LTD | 4,450 | $2.43M | 1.01% | −209−4.5% | Reduced |
| Beaumont Financial Advisors, LLC | 4,456 | $2.43M | 0.19% | +65+1.5% | Added |
| Maple Capital Management, Inc. | 4,452 | $2.42M | 0.20% | +2,452+122.6% | Added |
| Cooksen Wealth, LLC | 4,447 | $2.42M | 2.44% | +4+0.1% | Added |
| MPS Loria Financial Planners, LLC | 4,445 | $2.42M | 0.78% | +25+0.6% | Added |
| Sharper & Granite LLC | 4,443 | $2.42M | 1.15% | +43+1.0% | Added |
| TPG Advisors LLC | 4,442 | $2.42M | 2.06% | +4,442 | New |
| Aull & Monroe Investment Management Corp | 4,439 | $2.42M | 1.18% | −6−0.1% | Reduced |
| Amussen Hunsaker Associates LLC | 4,438 | $2.42M | 0.41% | −27−0.6% | Reduced |
| Cordatus Wealth Management LLC | 4,434 | $2.41M | 0.90% | −14,055−76.0% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,417 | $2.40M | 0.61% | +155+3.6% | Added |
| Northwest Capital Management Inc | 4,415 | $2.40M | 0.88% | −2,372−34.9% | Reduced |
| James Investment Research Inc | 4,413 | $2.40M | 0.29% | −293−6.2% | Reduced |
| American Trust | 4,409 | $2.40M | 0.20% | −6,040−57.8% | Reduced |
| Insight Wealth Strategies, LLC | 4,405 | $2.40M | 0.34% | +117+2.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,386 | $2.39M | 0.68% | +57+1.3% | Added |
| Signet Financial Management, LLC | 4,399 | $2.39M | 0.32% | +153+3.6% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,392 | $2.39M | 0.06% | −9,140−67.5% | Reduced |
| Eagle Wealth Strategies LLC | 4,384 | $2.39M | 1.93% | −29−0.7% | Reduced |
| VeraBank, N.A. | 4,382 | $2.38M | 0.74% | −2,017−31.5% | Reduced |
| Polymer Capital Management (HK) LTD | 4,373 | $2.38M | 0.48% | +4,373 | New |
| Insight 2811, Inc. | 4,369 | $2.38M | 1.23% | −675−13.4% | Reduced |
| Strata Wealth Advisors, LLC | 4,367 | $2.38M | 0.82% | −209−4.6% | Reduced |
| Quantum Private Wealth, LLC | 4,364 | $2.37M | 0.84% | −233−5.1% | Reduced |
| Morton Capital Management LLC | 4,361 | $2.37M | 0.56% | +26+0.6% | Added |
| Northeast Investment Management | 4,356 | $2.37M | 0.11% | +370+9.3% | Added |
| LaSalle St. Investment Advisors, LLC | 4,338 | $2.36M | 1.18% | −17−0.4% | Reduced |
| TruNorth Capital Management, LLC | 4,332 | $2.36M | 0.76% | +1,374+46.5% | Added |
| Brand Asset Management Group, Inc. | 4,321 | $2.35M | 0.99% | −153−3.4% | Reduced |
| Pin Oak Investment Advisors Inc | 4,316 | $2.35M | 2.25% | −120−2.7% | Reduced |
| Chesapeake Asset Management LLC | 4,304 | $2.35M | 2.25% | −364−7.8% | Reduced |
| Means Investment Co., Inc. | 4,302 | $2.34M | 0.28% | −354−7.6% | Reduced |
| Traphagen Investment Advisors LLC | 4,296 | $2.34M | 0.25% | +499+13.1% | Added |
| Baldwin Brothers Inc | 4,293 | $2.34M | 0.18% | −875−16.9% | Reduced |
| Sawgrass Asset Management LLC | 4,286 | $2.33M | 0.25% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 4,287 | $2.33M | 0.81% | +45+1.1% | Added |
| Nottingham Advisors, Inc. | 4,281 | $2.33M | 0.28% | −10−0.2% | Reduced |
| Clayton Financial Group LLC | 4,446 | $2.33M | 1.01% | +36+0.8% | Added |
| Stokes Family Office, LLC | 4,272 | $2.32M | 0.27% | +3,534+478.9% | Added |
| Savior LLC | 4,270 | $2.32M | 12.09% | −3,900−47.7% | Reduced |
| SP Asset Management LLC | 4,243 | $2.31M | 0.21% | +445+11.7% | Added |
| Curran Financial Partners, LLC | 4,235 | $2.30M | 0.77% | +24+0.6% | Added |
| Coyle Financial Counsel LLC | 4,379 | $2.29M | 0.82% | 00.0% | Unchanged |
| VanderPol Investments L.L.C. | 4,200 | $2.29M | 6.94% | +4,200 | New |
| Roberts Wealth Advisors, LLC | 4,102 | $2.28M | 0.78% | −16−0.4% | Reduced |
| Financial Network Wealth Management LLC | 4,169 | $2.28M | 0.87% | −374−8.2% | Reduced |
| Allred Capital Management, LLC | 4,164 | $2.27M | 0.87% | −48−1.1% | Reduced |
| Eagle Rock Investment Company, LLC | 4,163 | $2.27M | 0.41% | +103+2.5% | Added |
| Sterling Investment Counsel, LLC | 4,157 | $2.26M | 0.89% | +260+6.7% | Added |
| WealthShield Partners, LLC | 4,144 | $2.26M | 0.34% | +891+27.4% | Added |
| Staley Capital Advisers Inc | 4,153 | $2.26M | 0.10% | +1,400+50.9% | Added |
| Mount Yale Investment Advisors, LLC | 4,147 | $2.26M | 0.18% | +304+7.9% | Added |
| Sheets Smith Wealth Management | 4,142 | $2.25M | 0.27% | −105−2.5% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 4,139 | $2.25M | 0.43% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 4,139 | $2.25M | 0.53% | +1,178+39.8% | Added |
| Shaker Financial Services, LLC | 4,125 | $2.25M | 0.91% | +2,903+237.6% | Added |
| Sharkey, Howes & Javer | 4,135 | $2.25M | 0.36% | +3+0.1% | Added |
| Empowered Funds, LLC | 4,135 | $2.25M | 0.04% | −3,050−42.4% | Reduced |
| Wedgewood Investors Inc | 4,132 | $2.25M | 2.67% | +4,132 | New |
| Stone Point Wealth LLC | 4,116 | $2.24M | 0.80% | +59+1.5% | Added |
| Kornitzer Capital Management Inc | 4,105 | $2.23M | 0.04% | +40+1.0% | Added |
| Newbridge Financial Services Group, Inc. | 4,094 | $2.23M | 0.83% | −671−14.1% | Reduced |
| Roffman Miller Associates Inc | 4,093 | $2.23M | 0.15% | −160−3.8% | Reduced |
| Tufton Capital Management | 4,093 | $2.23M | 0.43% | +10+0.2% | Added |
| Cambridge Advisors Inc. | 4,091 | $2.23M | 0.52% | +76+1.9% | Added |
| Prelude Capital Management, LLC | 4,088 | $2.22M | 0.19% | −817−16.7% | Reduced |
| General Partner, Inc. | 4,088 | $2.22M | 1.42% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 4,078 | $2.22M | 0.43% | −311−7.1% | Reduced |
| Spotlight Asset Group, Inc. | 4,078 | $2.22M | 1.55% | −34−0.8% | Reduced |
| Northstar Group, Inc. | 4,071 | $2.22M | 0.42% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 4,064 | $2.21M | 0.00% | −1,439−26.1% | Reduced |
| Lokken Investment Group LLC | 4,064 | $2.21M | 1.04% | +196+5.1% | Added |
| Lazari Capital Management, Inc. | 4,054 | $2.21M | 0.99% | +1,432+54.6% | Added |
| BCR Wealth Strategies, LLC | 4,051 | $2.20M | 1.43% | −735−15.4% | Reduced |
| Davidson Trust Co | 4,049 | $2.20M | 1.52% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 4,045 | $2.20M | 0.14% | 00.0% | Unchanged |
| Summit X, LLC | 4,011 | $2.20M | 0.49% | +1,422+54.9% | Added |
| Capital Research Global Investors | 4,027 | $2.20M | 0.00% | +1,564+63.5% | Added |
| Fountainhead AM, LLC | 4,039 | $2.20M | 0.52% | +1,752+76.6% | Added |
| Hilltop National Bank | 4,036 | $2.20M | 0.71% | −9−0.2% | Reduced |
| Interchange Capital Partners, LLC | 5,825 | $2.19M | 0.81% | +1,476+33.9% | Added |
| OMNI 360 Wealth, Inc. | 4,019 | $2.19M | 1.66% | −131−3.2% | Reduced |
| Parker Financial LLC | 4,012 | $2.18M | 1.19% | −492−10.9% | Reduced |
| City State Bank | 4,010 | $2.18M | 0.89% | −41−1.0% | Reduced |
| Agate Pass Investment Management, LLC | 4,001 | $2.18M | 1.16% | +121+3.1% | Added |
| WNY Asset Management, LLC | 4,000 | $2.18M | 0.29% | −1,508−27.4% | Reduced |
| Shay Capital LLC | 4,000 | $2.18M | 0.61% | +4,000 | New |
| Synergy Financial Management, LLC | 3,992 | $2.17M | 0.34% | +258+6.9% | Added |
| Black Diamond Financial, LLC | 3,981 | $2.17M | 0.42% | +45+1.1% | Added |
| Arista Wealth Management, LLC | 3,981 | $2.17M | 0.57% | +2,010+102.0% | Added |
| Stonegate Investment Group, LLC | 3,972 | $2.16M | 0.06% | +2,593+188.0% | Added |
| Team Hewins, LLC | 3,954 | $2.16M | 0.90% | −37−0.9% | Reduced |