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 |
|---|---|---|---|---|---|
| Blackston Financial Advisory Group, LLC | 2,190 | $1.19M | 0.67% | +88+4.2% | Added |
| Jackson Wealth Management, LLC | 2,186 | $1.19M | 0.26% | −1,556−41.6% | Reduced |
| Gordian Capital Singapore Pte Ltd | 2,181 | $1.19M | 0.68% | +10.0% | Added |
| Cardinal Point Capital Management, ULC | 2,166 | $1.18M | 0.21% | +2,166 | New |
| Fortune Financial Advisors, LLC | 2,169 | $1.18M | 0.72% | −14−0.6% | Reduced |
| Miramar Capital, LLC | 2,166 | $1.18M | 0.29% | +6+0.3% | Added |
| Vaughan & Co Securities, Inc. | 2,165 | $1.18M | 0.74% | −6−0.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 2,165 | $1.18M | 0.76% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,163 | $1.18M | 0.11% | −93−4.1% | Reduced |
| Northeast Financial Group, Inc. | 2,162 | $1.18M | 0.50% | −109−4.8% | Reduced |
| Trust Co of Tennessee | 2,158 | $1.17M | 0.42% | +2,158 | New |
| Northstar Advisory Group, LLC | 2,152 | $1.17M | 0.67% | −272−11.2% | Reduced |
| Friedenthal Financial | 2,152 | $1.17M | 0.73% | −434−16.8% | Reduced |
| Robinson Smith Wealth Advisors LLC | 2,151 | $1.17M | 1.03% | +10.0% | Added |
| N.E.W. Advisory Services LLC | 2,148 | $1.17M | 0.13% | +66+3.2% | Added |
| Angeles Investment Advisors, LLC | 2,140 | $1.17M | 0.06% | +114+5.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,146 | $1.17M | 0.65% | +7+0.3% | Added |
| Wolff Wiese Magana LLC | 2,127 | $1.16M | 0.92% | +678+46.8% | Added |
| Massachusetts Wealth Management | 2,125 | $1.16M | 0.78% | −93−4.2% | Reduced |
| NCP Inc. | 2,124 | $1.16M | 0.73% | +90+4.4% | Added |
| Alpha Financial Partners, LLC | 2,123 | $1.16M | 1.00% | −27−1.3% | Reduced |
| WealthBridge Investment Counsel Inc. | 2,122 | $1.16M | 0.44% | −770−26.6% | Reduced |
| McGuire Investment Group, LLC | 2,121 | $1.15M | 0.17% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 2,116 | $1.15M | 0.04% | −120−5.4% | Reduced |
| Capital Investment Counsel, Inc | 2,114 | $1.15M | 0.17% | +82+4.0% | Added |
| United Community Bank | 2,107 | $1.15M | 0.46% | −1,681−44.4% | Reduced |
| Cape Ann Savings Bank | 2,104 | $1.15M | 0.71% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,099 | $1.14M | 0.75% | −1,516−41.9% | Reduced |
| Papp L Roy & Associates | 2,093 | $1.14M | 0.14% | −542−20.6% | Reduced |
| Lincoln Capital Corp | 2,086 | $1.14M | 0.49% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 2,083 | $1.13M | 0.41% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,070 | $1.13M | 0.11% | −30−1.4% | Reduced |
| Heartwood Wealth Advisors LLC | 2,068 | $1.13M | 0.13% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2,066 | $1.12M | 0.26% | +7+0.3% | Added |
| GHP Investment Advisors, Inc. | 2,065 | $1.12M | 0.06% | +332+19.2% | Added |
| Viewpoint Capital Management LLC | 2,065 | $1.12M | 0.69% | +2+0.1% | Added |
| Bear Mountain Capital, Inc. | 2,004 | $1.12M | 0.46% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 2,062 | $1.12M | 0.10% | −153−6.9% | Reduced |
| Spence Asset Management | 15,031 | $1.12M | 0.28% | +2,746+22.4% | Added |
| Mountain Pacific Investment Advisers Inc | 2,055 | $1.12M | 0.08% | −552−21.2% | Reduced |
| Tranquilli Financial Advisor LLC | 2,048 | $1.12M | 0.75% | +160+8.5% | Added |
| Prossimo Advisors, LLC | 2,050 | $1.12M | 1.01% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 2,043 | $1.11M | 0.67% | −63−3.0% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,037 | $1.11M | 0.31% | −11−0.5% | Reduced |
| Scientech Research LLC | 2,033 | $1.11M | 0.23% | +780+62.3% | Added |
| Oak Harvest Investment Services | 2,025 | $1.10M | 0.17% | −514−20.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,025 | $1.10M | 0.33% | −3,381−62.5% | Reduced |
| Chapman Investment Management, LLC | 2,021 | $1.10M | 0.84% | +4+0.2% | Added |
| Fundamentun, LLC | 2,014 | $1.10M | 0.09% | +408+25.4% | Added |
| Asset Planning Corporation | 2,010 | $1.09M | 0.82% | +3+0.1% | Added |
| Centerpoint Advisors, LLC | 2,008 | $1.09M | 0.39% | +1,776+765.5% | Added |
| Private Wealth Strategies, L.L.C. | 2,008 | $1.09M | 0.22% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 2,008 | $1.09M | 0.92% | −5−0.2% | Reduced |
| Pathway Financial Advisers, LLC | 2,037 | $1.09M | 0.39% | +70+3.6% | Added |
| One Charles Private Wealth Services, LLC | 2,001 | $1.09M | 0.45% | +39+2.0% | Added |
| BlueCrest Capital Management Ltd | 2,000 | $1.09M | 0.19% | −19,063−90.5% | Reduced |
| Lam Group, Inc. | 2,000 | $1.09M | 0.92% | −150−7.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 2,000 | $1.09M | 0.89% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,999 | $1.09M | 0.88% | −21−1.0% | Reduced |
| Doheny Asset Management | 2,000 | $1.09M | 0.78% | +139+7.5% | Added |
| Buffington Mohr McNeal | 1,998 | $1.09M | 0.19% | −10−0.5% | Reduced |
| Steele Capital Management, Inc. | 1,988 | $1.09M | 0.06% | −6−0.3% | Reduced |
| Cora Capital Advisors LLC | 1,995 | $1.09M | 0.56% | +1+0.1% | Added |
| Grey Fox Wealth Advisors, LLC | 1,988 | $1.09M | 0.38% | −163−7.6% | Reduced |
| Sterling Manor Financial, LLC | 1,994 | $1.09M | 0.83% | −7−0.3% | Reduced |
| GLOBALT Investments LLC | 1,984 | $1.08M | 0.04% | −3,114−61.1% | Reduced |
| Retirement Investment Advisors, Inc. | 1,983 | $1.08M | 0.13% | +1,983 | New |
| Ti-Trust, Inc | 1,982 | $1.08M | 0.83% | −2−0.1% | Reduced |
| Park Edge Advisors, LLC | 1,979 | $1.08M | 0.33% | −259−11.6% | Reduced |
| Convergence Financial, LLC | 1,975 | $1.07M | 0.28% | −892−31.1% | Reduced |
| Daiwa Securities Group Inc. | 11,611 | $1.07M | 0.01% | +11,611 | New |
| Syntegra Private Wealth Group, LLC | 1,967 | $1.07M | 0.14% | −17−0.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,964 | $1.07M | 0.22% | −178−8.3% | Reduced |
| Bristol Gate Capital Partners Inc. | 1,964 | $1.07M | 0.05% | +1,964 | New |
| Your Advocates Ltd., LLP | 1,962 | $1.07M | 0.45% | +3+0.2% | Added |
| Silver Oak Advisory Group, Inc. | 1,945 | $1.06M | 0.59% | 00.0% | Unchanged |
| Navalign, LLC | 1,943 | $1.06M | 0.33% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 1,943 | $1.06M | 0.59% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,939 | $1.06M | 0.07% | −41−2.1% | Reduced |
| Precedent Wealth Partners, LLC | 1,927 | $1.05M | 0.42% | +3+0.2% | Added |
| Planning Capital Management Corp | 1,926 | $1.05M | 0.74% | +369+23.7% | Added |
| Trivant Custom Portfolio Group, LLC | 1,925 | $1.05M | 0.64% | +65+3.5% | Added |
| Alerus Financial NA | 1,925 | $1.05M | 0.08% | −17−0.9% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 1,924 | $1.05M | 0.42% | +63+3.4% | Added |
| Marino, Stram & Associates LLC | 1,922 | $1.05M | 0.26% | +31+1.6% | Added |
| Leslie Global Wealth, LLC | 1,921 | $1.05M | 0.61% | +1,921 | New |
| JPL Wealth Management, LLC | 1,918 | $1.04M | 0.51% | −183−8.7% | Reduced |
| ERn Financial, LLC | 1,905 | $1.04M | 0.17% | −192−9.2% | Reduced |
| Theory Financial LLC | 1,905 | $1.04M | 0.49% | +33+1.8% | Added |
| Elm Partners Management LLC | 1,905 | $1.04M | 0.08% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 1,902 | $1.04M | 0.89% | 00.0% | Unchanged |
| New Harbor Financial Group, LLC | 1,900 | $1.03M | 0.34% | +1,900 | New |
| Fca Corp | 1,896 | $1.03M | 0.33% | −58−3.0% | Reduced |
| Werba Rubin Papier Wealth Management | 1,896 | $1.03M | 0.28% | +81+4.5% | Added |
| Dominguez Wealth Management Solutions, Inc. | 1,895 | $1.03M | 0.78% | +2+0.1% | Added |
| Laurel Wealth Planning LLC | 1,895 | $1.03M | 0.72% | −804−29.8% | Reduced |
| Radnor Capital Management, LLC | 1,895 | $1.03M | 0.31% | +23+1.2% | Added |
| Annapolis Financial Services, LLC | 1,892 | $1.03M | 0.33% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 1,891 | $1.03M | 0.28% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 1,887 | $1.03M | 0.62% | +1,887 | New |