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 |
|---|---|---|---|---|---|
| MA Private Wealth | 2,963 | $1.61M | 0.32% | −77−2.5% | Reduced |
| Richardson Financial Services Inc. | 2,959 | $1.61M | 1.16% | −30−1.0% | Reduced |
| Clearwater Capital Advisors, LLC | 2,952 | $1.61M | 0.17% | −458−13.4% | Reduced |
| Mattern Capital Management, LLC | 2,951 | $1.61M | 0.22% | 00.0% | Unchanged |
| Exchange Bank | 2,950 | $1.61M | 1.36% | +232+8.5% | Added |
| HBW Advisory Services LLC | 2,947 | $1.60M | 0.27% | +579+24.5% | Added |
| High Probability Advisors, LLC | 2,944 | $1.60M | 0.29% | −204−6.5% | Reduced |
| Fairview Capital Investment Management, LLC | 2,940 | $1.60M | 0.09% | −172−5.5% | Reduced |
| Lumbard & Kellner, LLC | 2,932 | $1.60M | 0.75% | 00.0% | Unchanged |
| Front Row Advisors LLC | 2,909 | $1.59M | 0.55% | +38+1.3% | Added |
| Empire Financial Management Company, LLC | 2,905 | $1.58M | 0.52% | −97−3.2% | Reduced |
| Front Street Capital Management, Inc. | 2,904 | $1.58M | 0.30% | +998+52.4% | Added |
| W.H. Cornerstone Investments Inc. | 2,897 | $1.58M | 1.12% | −29−1.0% | Reduced |
| Forte Capital LLC | 2,894 | $1.57M | 0.19% | −284−8.9% | Reduced |
| Citizens & Northern Corp | 2,889 | $1.57M | 0.49% | −44−1.5% | Reduced |
| Mandatum Life Insurance Co Ltd | 2,885 | $1.57M | 0.53% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,882 | $1.57M | 0.08% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 4,106 | $1.57M | 0.47% | +1,227+42.6% | Added |
| Parkside Advisors LLC | 2,868 | $1.57M | 0.40% | −165−5.4% | Reduced |
| Rinkey Investments | 2,876 | $1.57M | 0.56% | +940+48.6% | Added |
| Register Financial Advisors LLC | 2,872 | $1.56M | 0.79% | +10.0% | Added |
| Capital CS Group, LLC | 2,871 | $1.56M | 1.80% | +122+4.4% | Added |
| Cypress Asset Management Inc | 2,592 | $1.56M | 0.40% | +863+49.9% | Added |
| LaFleur & Godfrey LLC | 2,867 | $1.56M | 0.23% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 2,856 | $1.55M | 0.36% | +54+1.9% | Added |
| Culbertson A N & Co Inc | 2,846 | $1.55M | 0.27% | −582−17.0% | Reduced |
| Old Port Advisors | 2,842 | $1.55M | 0.46% | +72+2.6% | Added |
| Ulland Investment Advisors, LLC | 2,841 | $1.55M | 1.07% | −19−0.7% | Reduced |
| Private Capital Advisors, Inc. | 2,836 | $1.54M | 0.17% | +139+5.2% | Added |
| Greystone Financial Group, LLC | 2,834 | $1.54M | 0.30% | +1,346+90.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,829 | $1.54M | 0.51% | +10+0.4% | Added |
| Westbourne Investment Advisors, Inc. | 2,814 | $1.53M | 0.55% | +110+4.1% | Added |
| Core Wealth Advisors, Inc. | 2,794 | $1.52M | 0.52% | +139+5.2% | Added |
| EPG Wealth Management LLC | 0 | $1.52M | 0.35% | −2,860−100.0% | Reduced |
| DGS Capital Management, LLC | 2,785 | $1.52M | 0.43% | +86+3.2% | Added |
| Philadelphia Trust Co | 2,783 | $1.51M | 0.12% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 2,783 | $1.51M | 0.69% | 00.0% | Unchanged |
| Goodman Financial Corp | 2,771 | $1.51M | 0.34% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 2,768 | $1.51M | 1.00% | 00.0% | Unchanged |
| Suncoast Equity Management | 2,766 | $1.51M | 0.17% | +127+4.8% | Added |
| Retirement Guys Formula LLC | 2,762 | $1.50M | 0.72% | +179+6.9% | Added |
| Capital Investment Counsel, LLC | 2,751 | $1.50M | 0.29% | +86+3.2% | Added |
| Valtinson Bruner Financial Planning LLC | 2,748 | $1.50M | 0.59% | −38−1.4% | Reduced |
| Professional Advisory Services Inc | 2,742 | $1.49M | 0.20% | −38−1.4% | Reduced |
| Cannon Financial Strategists, Inc. | 2,736 | $1.49M | 0.28% | +2,060+304.7% | Added |
| Lantz Financial LLC | 2,735 | $1.49M | 0.46% | +374+15.8% | Added |
| Delta Financial Group, Inc. | 2,731 | $1.49M | 0.62% | −22−0.8% | Reduced |
| Bourgeon Capital Management LLC | 2,727 | $1.48M | 0.29% | −396−12.7% | Reduced |
| Capital Planning Advisors, LLC | 2,727 | $1.48M | 0.25% | +39+1.5% | Added |
| Sterling Financial Planning, Inc. | 2,720 | $1.48M | 0.60% | +26+1.0% | Added |
| BlackDiamond Wealth Management Inc. | 2,785 | $1.48M | 0.97% | +73+2.7% | Added |
| Trillium Asset Management, LLC | 2,713 | $1.48M | 0.04% | −295−9.8% | Reduced |
| Chemistry Wealth Management LLC | 2,692 | $1.47M | 0.38% | +10+0.4% | Added |
| Riverstone Advisors, LLC | 2,689 | $1.46M | 0.90% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 2,687 | $1.46M | 0.63% | +5+0.2% | Added |
| Triton Wealth Management, PLLC | 2,639 | $1.46M | 0.85% | −42−1.6% | Reduced |
| Heritage Financial Services, LLC | 2,682 | $1.46M | 0.21% | −112−4.0% | Reduced |
| Lee Danner & Bass Inc | 2,681 | $1.46M | 0.11% | +2,681 | New |
| Financial Council Asset Management Inc | 2,672 | $1.45M | 0.81% | +2+0.1% | Added |
| American Capital Management Inc | 2,666 | $1.45M | 0.05% | 00.0% | Unchanged |
| Cambridge Capital Management, LLC | 2,666 | $1.45M | 1.07% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 2,664 | $1.45M | 0.21% | 00.0% | Unchanged |
| Whitaker-Myers Wealth Managers, LTD. | 2,663 | $1.45M | 0.54% | −221−7.7% | Reduced |
| FreeGulliver LLC | 2,661 | $1.45M | 0.99% | +636+31.4% | Added |
| Chilton Investment Co LLC | 2,654 | $1.44M | 0.04% | +8+0.3% | Added |
| First Personal Financial Services | 2,653 | $1.44M | 0.33% | +7+0.3% | Added |
| Proathlete Wealth Management LLC | 2,652 | $1.44M | 0.68% | +8+0.3% | Added |
| Aire Advisors, LLC | 2,647 | $1.44M | 0.33% | −13−0.5% | Reduced |
| FSA Advisors, Inc. | 2,691 | $1.44M | 1.50% | +243+9.9% | Added |
| Resources Management Corp | 2,645 | $1.44M | 0.21% | +43+1.7% | Added |
| JT Stratford LLC | 2,643 | $1.44M | 0.27% | +220+9.1% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 2,633 | $1.44M | 0.67% | +95+3.7% | Added |
| SS&H Financial Advisors, Inc. | 2,640 | $1.44M | 0.56% | 00.0% | Unchanged |
| CNB Bank | 2,634 | $1.43M | 0.69% | −95−3.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,628 | $1.43M | 0.17% | +10.0% | Added |
| Girard Partners Ltd. | 2,625 | $1.43M | 0.14% | −37−1.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,620 | $1.43M | 0.45% | −785−23.1% | Reduced |
| Occidental Asset Management, LLC | 2,620 | $1.43M | 0.25% | +50+1.9% | Added |
| Caitlin John, LLC | 2,616 | $1.42M | 1.04% | −248−8.7% | Reduced |
| Long Road Investment Counsel, LLC | 2,614 | $1.42M | 0.62% | +550+26.6% | Added |
| Martel Wealth Advisors Inc | 2,615 | $1.42M | 0.31% | −639−19.6% | Reduced |
| Old Mission Investment Co LLC | 2,612 | $1.42M | 0.46% | +4+0.2% | Added |
| Wellington Shields Capital Management, LLC | 2,607 | $1.42M | 0.26% | +427+19.6% | Added |
| Clarity Capital Partners LLC | 2,606 | $1.42M | 0.87% | +10+0.4% | Added |
| O'Rourke & Company, Inc | 2,597 | $1.41M | 0.80% | +183+7.6% | Added |
| Wexford Capital LP | 2,596 | $1.41M | 0.36% | −1,234−32.2% | Reduced |
| Darden Wealth Group Inc | 2,596 | $1.41M | 1.07% | +273+11.8% | Added |
| Triangle Securities Wealth Management | 2,594 | $1.41M | 0.40% | −32−1.2% | Reduced |
| Narus Financial Partners, LLC | 2,590 | $1.41M | 0.57% | +9+0.3% | Added |
| Beaton Management Co. Inc. | 2,589 | $1.41M | 0.76% | +785+43.5% | Added |
| Founders Financial Securities LLC | 2,583 | $1.41M | 0.13% | +179+7.4% | Added |
| RiverGlades Family Offices LLC | 2,571 | $1.40M | 1.09% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 2,563 | $1.39M | 0.31% | −26−1.0% | Reduced |
| Southeast Asset Advisors Inc. | 2,558 | $1.39M | 0.17% | +10.0% | Added |
| Palouse Capital Management, Inc. | 2,557 | $1.39M | 0.93% | −210−7.6% | Reduced |
| Monterey Private Wealth, Inc. | 2,556 | $1.39M | 0.52% | −26−1.0% | Reduced |
| Austin Wealth Management, LLC | 2,491 | $1.39M | 0.32% | +676+37.2% | Added |
| Grant/GrossMendelsohn, LLC | 2,546 | $1.39M | 0.63% | +10.0% | Added |
| Upper Left Wealth Management, LLC | 2,545 | $1.39M | 1.26% | +11+0.4% | Added |
| Castle Wealth Management LLC | 2,517 | $1.37M | 0.66% | +312+14.1% | Added |