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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 3,438 | $1.87M | 0.28% | −289−7.8% | Reduced |
| Bright Financial Advisors, Inc. | 3,408 | $1.85M | 1.31% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 3,395 | $1.85M | 0.28% | +1,656+95.2% | Added |
| Wunderlich Capital Managemnt | 3,403 | $1.85M | 0.83% | −154−4.3% | Reduced |
| Everpar Advisors LLC | 3,397 | $1.85M | 0.93% | −200−5.6% | Reduced |
| Arbor Investment Advisors, LLC | 3,395 | $1.85M | 0.27% | +10.0% | Added |
| 360 Financial, Inc. | 3,391 | $1.85M | 0.70% | +20+0.6% | Added |
| Lantern Wealth Advisors, LLC | 3,390 | $1.84M | 1.34% | −46−1.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,387 | $1.84M | 0.12% | 00.0% | Unchanged |
| Smith, Salley & Associates | 3,378 | $1.84M | 0.13% | −113−3.2% | Reduced |
| Holistic Planning, LLC | 3,512 | $1.84M | 1.41% | 00.0% | Unchanged |
| Edgar Lomax Co | 3,368 | $1.83M | 0.12% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 3,367 | $1.83M | 1.03% | +36+1.1% | Added |
| Curbstone Financial Management Corp | 3,347 | $1.82M | 0.40% | +200+6.4% | Added |
| Vestor Capital, LLC | 3,345 | $1.82M | 0.15% | −176−5.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,340 | $1.82M | 0.73% | −406−10.8% | Reduced |
| Garner Asset Management Corp | 3,341 | $1.82M | 0.89% | +10.0% | Added |
| Summit Asset Management, LLC | 3,340 | $1.82M | 0.38% | −99−2.9% | Reduced |
| Hutchinson Capital Management | 3,324 | $1.81M | 0.37% | −47−1.4% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,323 | $1.81M | 0.24% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 3,322 | $1.81M | 0.26% | +287+9.5% | Added |
| 9258 Wealth Management, LLC | 3,318 | $1.81M | 0.28% | +15+0.5% | Added |
| Family Asset Management, LLC | 3,318 | $1.81M | 1.16% | +10.0% | Added |
| Consilium Wealth Advisory, LLC | 3,317 | $1.81M | 0.99% | +742+28.8% | Added |
| Halter Ferguson Financial Inc. | 3,303 | $1.80M | 1.28% | +35+1.1% | Added |
| NorthStar Asset Management LLC | 3,301 | $1.80M | 1.25% | −63−1.9% | Reduced |
| Ghisallo Capital Management LLC | 3,300 | $1.80M | 0.15% | −5,260−61.4% | Reduced |
| Ascent Group, LLC | 3,299 | $1.80M | 0.15% | −3−0.1% | Reduced |
| Claret Asset Management Corp | 3,297 | $1.79M | 0.32% | −140−4.1% | Reduced |
| Priebe Wealth Holdings LLC | 3,291 | $1.79M | 1.42% | −141−4.1% | Reduced |
| Optimist Retirement Group LLC | 3,285 | $1.79M | 0.94% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 3,272 | $1.79M | 0.60% | −114−3.4% | Reduced |
| Redwood Investment Management, LLC | 3,280 | $1.78M | 0.15% | +1,586+93.6% | Added |
| Auour Investments LLC | 3,280 | $1.78M | 0.66% | +14+0.4% | Added |
| D. Scott Neal, Inc. | 3,259 | $1.78M | 0.99% | +7+0.2% | Added |
| Congress Asset Management Co | 3,241 | $1.76M | 0.01% | +47+1.5% | Added |
| Cowa, LLC | 3,235 | $1.76M | 0.94% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 3,235 | $1.76M | 1.43% | −42−1.3% | Reduced |
| Wellington Shields & Co., LLC | 3,234 | $1.76M | 0.57% | +772+31.4% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 3,225 | $1.76M | 3.24% | 00.0% | Unchanged |
| Randolph Co Inc | 3,223 | $1.75M | 0.22% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 3,221 | $1.75M | 0.29% | −124−3.7% | Reduced |
| FourThought Financial Partners, LLC | 3,212 | $1.75M | 0.22% | +303+10.4% | Added |
| Meyer Handelman Co | 3,210 | $1.75M | 0.06% | +460+16.7% | Added |
| First PREMIER Bank | 3,209 | $1.75M | 0.47% | 00.0% | Unchanged |
| Shaker Investments LLC | 3,203 | $1.74M | 0.76% | +51+1.6% | Added |
| Formidable Asset Management, LLC | 4,169 | $1.73M | 0.28% | +142+3.5% | Added |
| Altus Wealth Management, LLC | 3,171 | $1.73M | 0.83% | +29+0.9% | Added |
| Fernwood Investment Management, LLC | 3,169 | $1.72M | 0.53% | −179,826−98.3% | Reduced |
| Powell Investment Advisors, LLC | 3,158 | $1.72M | 0.89% | −20−0.6% | Reduced |
| Wambolt & Associates, LLC | 3,159 | $1.72M | 0.50% | −5−0.2% | Reduced |
| Strategies Wealth Advisors, LLC | 3,161 | $1.72M | 0.25% | +3,161 | New |
| BOK Financial Private Wealth, Inc. | 3,142 | $1.72M | 0.12% | 00.0% | Unchanged |
| United Advisor Group, LLC | 3,150 | $1.71M | 0.53% | −467−12.9% | Reduced |
| WMG Financial Advisors, LLC | 3,149 | $1.71M | 0.91% | +234+8.0% | Added |
| Fulton Bank, N.A. | 3,148 | $1.71M | 0.07% | +643+25.7% | Added |
| Hanson & Doremus Investment Management | 3,145 | $1.71M | 0.29% | +99+3.3% | Added |
| Violich Capital Management, Inc. | 3,140 | $1.71M | 0.23% | +125+4.1% | Added |
| Geneva Partners, LLC | 3,140 | $1.71M | 0.70% | −417−11.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 3,140 | $1.71M | 0.69% | −38−1.2% | Reduced |
| Equita Financial Network, Inc. | 3,136 | $1.71M | 0.71% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 3,133 | $1.71M | 0.56% | +1,699+118.5% | Added |
| Peninsula Asset Management Inc | 3,129 | $1.70M | 0.94% | −1,050−25.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,126 | $1.70M | 0.02% | −562−15.2% | Reduced |
| Navellier & Associates Inc | 3,122 | $1.70M | 0.20% | 00.0% | Unchanged |
| WESCAP Management Group, Inc. | 3,121 | $1.70M | 0.48% | −108−3.3% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 3,116 | $1.70M | 1.69% | −223−6.7% | Reduced |
| Meeder Advisory Services, Inc. | 3,112 | $1.69M | 0.12% | +751+31.8% | Added |
| Prairie Sky Financial Group LLC | 3,106 | $1.69M | 1.05% | +5+0.2% | Added |
| Congress Park Capital LLC | 3,103 | $1.69M | 0.68% | −175−5.3% | Reduced |
| Bill Few Associates, Inc. | 3,095 | $1.68M | 0.65% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 3,089 | $1.68M | 0.14% | −94−3.0% | Reduced |
| Cranbrook Wealth Management, LLC | 3,081 | $1.68M | 0.41% | −184−5.6% | Reduced |
| TrueWealth Financial Partners | 3,067 | $1.67M | 1.08% | +8+0.3% | Added |
| CORDA Investment Management, LLC. | 3,066 | $1.67M | 0.14% | −149−4.6% | Reduced |
| GAMMA Investing LLC | 3,065 | $1.67M | 0.23% | +652+27.0% | Added |
| Wealth Group Ltd | 3,064 | $1.67M | 0.50% | −15−0.5% | Reduced |
| Michael B. Yongue | 3,063 | $1.67M | 1.43% | −80−2.5% | Reduced |
| CoreFirst Bank & Trust | 3,061 | $1.67M | 1.12% | 00.0% | Unchanged |
| Clean Yield Group | 3,061 | $1.67M | 0.62% | +781+34.3% | Added |
| Vaughan David Investments LLC | 3,058 | $1.66M | 0.04% | −1,169−27.7% | Reduced |
| Costello Asset Management, INC | 3,046 | $1.66M | 1.24% | +569+23.0% | Added |
| Ayrshire Capital Management LLC | 3,044 | $1.66M | 0.84% | −14−0.5% | Reduced |
| Coombe, Bender & Co LLC | 3,041 | $1.66M | 0.97% | +11+0.4% | Added |
| MSH Capital Advisors LLC | 3,033 | $1.65M | 0.55% | +98+3.3% | Added |
| TFC Financial Management | 3,026 | $1.65M | 0.29% | −184−5.7% | Reduced |
| Integrity Wealth Solutions LLC | 3,007 | $1.64M | 1.07% | −1,833−37.9% | Reduced |
| Meridian Financial, LLC | 3,003 | $1.63M | 1.18% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 3,003 | $1.63M | 0.06% | 00.0% | Unchanged |
| HITE Hedge Asset Management LLC | 3,000 | $1.63M | 0.16% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 3,000 | $1.63M | 0.71% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 2,997 | $1.63M | 0.32% | −23−0.8% | Reduced |
| LVW Advisors, LLC | 2,995 | $1.63M | 0.24% | +347+13.1% | Added |
| Beta Wealth Group, Inc. | 2,992 | $1.63M | 0.77% | +1,883+169.8% | Added |
| Taylor Financial Group, Inc. | 2,992 | $1.63M | 1.25% | −10.0% | Reduced |
| Prosperity Financial Group, Inc. | 2,991 | $1.63M | 1.03% | +106+3.7% | Added |
| Investment Advisory Services Inc | 2,990 | $1.63M | 0.60% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 2,981 | $1.62M | 0.07% | −215−6.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,970 | $1.62M | 0.54% | +48+1.6% | Added |
| WealthPlan Investment Management, LLC | 2,965 | $1.61M | 0.24% | +547+22.6% | Added |