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 |
|---|---|---|---|---|---|
| WoodTrust Financial Corp | 2,516 | $1.37M | 0.21% | +2,516 | New |
| Blodgett Wealth Advisors, LLC | 2,504 | $1.36M | 1.16% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,500 | $1.36M | 1.09% | 00.0% | Unchanged |
| State Farm Mutual Automobile Insurance Co | 2,500 | $1.36M | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 2,499 | $1.36M | 0.14% | −292−10.5% | Reduced |
| Acorn Wealth Advisors, LLC | 2,496 | $1.36M | 0.67% | +29+1.2% | Added |
| Matthew Goff Investment Advisor, LLC | 2,495 | $1.36M | 0.28% | +5+0.2% | Added |
| Dana Investment Advisors, Inc. | 2,489 | $1.35M | 0.05% | +74+3.1% | Added |
| 49 Wealth Management, LLC | 2,476 | $1.35M | 0.27% | +153+6.6% | Added |
| Rockline Wealth Management, LLC | 2,478 | $1.35M | 0.42% | +1,298+110.0% | Added |
| Bleichroeder LP | 2,470 | $1.34M | 0.40% | 00.0% | Unchanged |
| MBA Advisors LLC | 2,466 | $1.34M | 0.69% | −133−5.1% | Reduced |
| Investors Asset Management of Georgia Inc | 2,459 | $1.34M | 0.65% | +328+15.4% | Added |
| Wealth Alliance Advisory Group, LLC | 2,455 | $1.34M | 0.30% | −15−0.6% | Reduced |
| Saxony Capital Management, LLC | 2,450 | $1.33M | 1.47% | −2,189−47.2% | Reduced |
| First Command Advisory Services, Inc. | 2,447 | $1.33M | 0.01% | −57−2.3% | Reduced |
| Monetary Management Group Inc | 2,440 | $1.33M | 0.35% | +177+7.8% | Added |
| Sym Financial Corp | 2,440 | $1.33M | 0.21% | +264+12.1% | Added |
| Palo Alto Wealth Advisors, LLC | 2,428 | $1.33M | 0.92% | −207−7.9% | Reduced |
| Able Wealth Management LLC | 2,425 | $1.32M | 1.09% | −58−2.3% | Reduced |
| Tranquility Partners, LLC | 2,421 | $1.32M | 0.51% | +55+2.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,420 | $1.32M | 0.30% | −57−2.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 2,416 | $1.32M | 0.97% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 2,404 | $1.31M | 0.98% | +285+13.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,403 | $1.31M | 0.20% | +49+2.1% | Added |
| EagleClaw Capital Managment, LLC | 2,398 | $1.31M | 0.23% | +300+14.3% | Added |
| Townsend Asset Management Corp | 2,397 | $1.30M | 0.51% | +22+0.9% | Added |
| Valicenti Advisory Services Inc | 2,389 | $1.30M | 0.35% | −55−2.3% | Reduced |
| Roof Eidam & Maycock | 2,389 | $1.30M | 0.35% | −447−15.8% | Reduced |
| Criterion Capital Advisors, LLC | 2,388 | $1.30M | 0.82% | +983+70.0% | Added |
| Sensible Money, LLC | 2,384 | $1.30M | 0.63% | +103+4.5% | Added |
| Dearborn Partners LLC | 2,383 | $1.30M | 0.06% | −107−4.3% | Reduced |
| Collaborative Wealth Managment Inc. | 2,382 | $1.30M | 0.63% | 00.0% | Unchanged |
| Awm Capital, LLC | 2,382 | $1.30M | 0.20% | −72−2.9% | Reduced |
| Silverleafe Capital Partners, LLC | 2,368 | $1.29M | 0.44% | −2,959−55.5% | Reduced |
| D.B. Root & Company, LLC | 2,367 | $1.29M | 0.44% | +659+38.6% | Added |
| Fingerlakes Wealth Management, Inc. | 2,358 | $1.28M | 1.15% | −16−0.7% | Reduced |
| FSM Wealth Advisors, LLC | 2,355 | $1.28M | 0.43% | +4+0.2% | Added |
| Gilman Hill Asset Management, LLC | 2,351 | $1.28M | 0.23% | +63+2.8% | Added |
| LexAurum Advisors, LLC | 2,348 | $1.28M | 0.31% | −105−4.3% | Reduced |
| Yeomans Consulting Group, Inc. | 2,347 | $1.28M | 0.49% | −30−1.3% | Reduced |
| Bruce G. Allen Investments, LLC | 2,346 | $1.28M | 1.07% | +7+0.3% | Added |
| Alpha Omega Wealth Management LLC | 2,336 | $1.27M | 0.24% | +11+0.5% | Added |
| Stonebridge Capital Advisors LLC | 2,333 | $1.27M | 0.11% | −1,048−31.0% | Reduced |
| HBK Investments L P | 2,328 | $1.27M | 0.03% | +2,328 | New |
| Assetmark, Inc | 2,324 | $1.26M | 0.00% | +147+6.8% | Added |
| Penbrook Management LLC | 2,315 | $1.26M | 0.77% | −100−4.1% | Reduced |
| Hudson Value Partners, LLC | 2,315 | $1.26M | 0.53% | −25−1.1% | Reduced |
| Northwest Investment Counselors, LLC | 2,313 | $1.26M | 0.32% | −44−1.9% | Reduced |
| Richard W. Paul & Associates, LLC | 2,306 | $1.25M | 0.48% | −513−18.2% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,297 | $1.25M | 0.51% | +2+0.1% | Added |
| Toth Financial Advisory Corp | 2,303 | $1.25M | 0.16% | −2,009−46.6% | Reduced |
| Midwest Financial Group LLC | 2,301 | $1.25M | 0.80% | +68+3.0% | Added |
| ESL Trust Services, LLC | 2,302 | $1.25M | 0.31% | −10−0.4% | Reduced |
| Baker Boyer National Bank | 2,298 | $1.25M | 0.44% | −5−0.2% | Reduced |
| Signal Advisors Wealth, LLC | 2,288 | $1.25M | 2.73% | −21,732−90.5% | Reduced |
| Univest Financial Corp | 2,294 | $1.25M | 0.35% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 2,286 | $1.25M | 0.52% | +1,090+91.1% | Added |
| Janney Capital Management LLC | 2,283 | $1.24M | 0.09% | −970−29.8% | Reduced |
| Intellectus Partners, LLC | 2,274 | $1.24M | 0.34% | +40+1.8% | Added |
| Consilio Wealth Advisors, LLC | 2,279 | $1.24M | 0.56% | −7−0.3% | Reduced |
| Welch Group, LLC | 2,278 | $1.24M | 0.06% | −15−0.7% | Reduced |
| Bell Investment Advisors, Inc | 2,277 | $1.24M | 0.24% | +3+0.1% | Added |
| Missouri Trust & Investment Co | 2,274 | $1.24M | 0.47% | +2+0.1% | Added |
| Atwood & Palmer Inc | 2,268 | $1.23M | 0.09% | −214−8.6% | Reduced |
| Excalibur Management Corp | 2,268 | $1.23M | 0.50% | −2−0.1% | Reduced |
| Kuhn & Co Investment Counsel | 2,266 | $1.23M | 1.11% | +4+0.2% | Added |
| Parthenon LLC | 2,266 | $1.23M | 0.16% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 2,262 | $1.23M | 0.18% | +17+0.8% | Added |
| Ballast Advisors LLC | 2,258 | $1.23M | 0.39% | −115−4.8% | Reduced |
| Leisure Capital Management | 2,258 | $1.23M | 0.57% | +19+0.8% | Added |
| Shelton Capital Management | 2,256 | $1.23M | 0.03% | −42,781−95.0% | Reduced |
| Davis Capital Management | 2,249 | $1.23M | 1.07% | +2+0.1% | Added |
| Cutler Investment Counsel LLC | 2,244 | $1.23M | 0.17% | −52−2.3% | Reduced |
| Westwood Wealth Management | 2,251 | $1.23M | 0.48% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,248 | $1.22M | 0.17% | +17+0.8% | Added |
| Darrow Company, Inc. | 2,247 | $1.22M | 0.80% | −6−0.3% | Reduced |
| Seizert Capital Partners, LLC | 2,243 | $1.22M | 0.06% | +2,243 | New |
| Granite Bay Wealth Management, LLC | 2,240 | $1.22M | 0.65% | −4,735−67.9% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,239 | $1.22M | 0.29% | +13+0.6% | Added |
| Francis Financial, Inc. | 2,237 | $1.22M | 0.37% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 2,236 | $1.22M | 0.24% | −6−0.3% | Reduced |
| Clearbridge Investments, LLC | 2,228 | $1.21M | 0.00% | +1,313+143.5% | Added |
| Armor Investment Advisors, LLC | 2,223 | $1.21M | 0.56% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,222 | $1.21M | 0.23% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 2,222 | $1.21M | 0.14% | 00.0% | Unchanged |
| Archer Investment Corp | 2,220 | $1.21M | 0.35% | +298+15.5% | Added |
| Hiley Hunt Wealth Management | 2,216 | $1.21M | 0.75% | −21−0.9% | Reduced |
| Bordeaux Wealth Advisors LLC | 2,215 | $1.21M | 0.23% | −44−1.9% | Reduced |
| Kavar Capital Partners Group, LLC | 2,213 | $1.20M | 0.22% | −20−0.9% | Reduced |
| Beck Bode, LLC | 2,212 | $1.20M | 0.24% | −961−30.3% | Reduced |
| 3Chopt Investment Partners, LLC | 2,203 | $1.20M | 0.37% | +2,203 | New |
| Levy Wealth Management Group, LLC | 2,209 | $1.20M | 0.31% | −137−5.8% | Reduced |
| Trevian Wealth Management LLC | 2,208 | $1.20M | 5.99% | −35−1.6% | Reduced |
| Sebold Capital Management, Inc. | 2,207 | $1.20M | 0.83% | −10−0.5% | Reduced |
| Fiduciary Group LLC | 2,204 | $1.20M | 0.13% | −17−0.8% | Reduced |
| Von Berge Wealth Management Group, LLC | 2,198 | $1.20M | 0.76% | +2+0.1% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,200 | $1.20M | 0.26% | 00.0% | Unchanged |
| Mayport, LLC | 2,195 | $1.19M | 0.43% | +50+2.3% | Added |
| Bellecapital International Ltd. | 2,191 | $1.19M | 0.25% | +94+4.5% | Added |