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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Capital Wealth Planning, LLC | 48,859 | $26.6M | 0.28% | −1,171−2.3% | Reduced |
| Fluent Financial, LLC | 48,763 | $26.5M | 13.39% | −8,265−14.5% | Reduced |
| Oxford Financial Group Ltd | 48,713 | $26.5M | 1.75% | −437−0.9% | Reduced |
| Aft, Forsyth & Sober, LLC | 48,660 | $26.5M | 9.08% | +75+0.2% | Added |
| KCM Investment Advisors LLC | 48,439 | $26.4M | 0.95% | −99−0.2% | Reduced |
| Change Path, LLC | 48,107 | $26.2M | 1.33% | −41,025−46.0% | Reduced |
| Verdence Capital Advisors LLC | 47,919 | $26.1M | 2.32% | +233+0.5% | Added |
| Burt Wealth Advisors | 47,735 | $26.0M | 6.85% | −5,171−9.8% | Reduced |
| Madison Asset Management, LLC | 47,533 | $25.9M | 0.32% | −3,415−6.7% | Reduced |
| Motco | 47,443 | $25.8M | 1.52% | +186+0.4% | Added |
| BSW Wealth Partners | 47,085 | $25.6M | 4.20% | −471−1.0% | Reduced |
| Crestwood Advisors Group LLC | 47,056 | $25.6M | 0.53% | −644−1.4% | Reduced |
| Curated Wealth Partners LLC | 47,015 | $25.6M | 3.57% | +47,015 | New |
| Jasper Ridge Partners, L.P. | 46,879 | $25.5M | 0.83% | +200+0.4% | Added |
| Montz Harcus Wealth Management LLC | 46,860 | $25.5M | 16.54% | +1,554+3.4% | Added |
| NorthCrest Asset Manangement, LLC | 46,716 | $25.4M | 0.84% | +210.0% | Added |
| Amarillo National Bank | 46,355 | $25.2M | 4.80% | −60.0% | Reduced |
| IPG Investment Advisors LLC | 45,809 | $25.0M | 5.46% | −9,051−16.5% | Reduced |
| Taurus Asset Management, LLC | 45,778 | $24.9M | 2.52% | +1,862+4.2% | Added |
| Zega Financial, LLC | 45,752 | $24.9M | 9.00% | +3,359+7.9% | Added |
| Polar Asset Management Partners Inc. | 45,700 | $24.9M | 0.64% | −70,000−60.5% | Reduced |
| Resonant Capital Advisors, LLC | 45,479 | $24.8M | 2.02% | −92−0.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 45,554 | $24.8M | 4.81% | +1,617+3.7% | Added |
| Essex Financial Services, Inc. | 821,641 | $24.7M | 1.84% | +778,969+1,825.5% | Added |
| First Heartland Consultants, Inc. | 45,352 | $24.7M | 2.45% | +5,124+12.7% | Added |
| Firestone Capital Management | 45,148 | $24.6M | 6.71% | +2,608+6.1% | Added |
| Indiana Trust & Investment Management CO | 45,076 | $24.5M | 9.00% | +313+0.7% | Added |
| Regal Investment Advisors LLC | 45,007 | $24.5M | 1.62% | +2,196+5.1% | Added |
| Eagle Capital Management, LLC | 44,919 | $24.4M | 10.77% | +144+0.3% | Added |
| Boothbay Fund Management, LLC | 44,839 | $24.4M | 0.79% | −118,710−72.6% | Reduced |
| Claro Advisors LLC | 44,689 | $24.3M | 3.80% | −5,827−11.5% | Reduced |
| Aragon Global Management, LP | 44,580 | $24.3M | 10.35% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 44,575 | $24.3M | 2.57% | +542+1.2% | Added |
| Angeles Wealth Management, LLC | 44,490 | $24.2M | 2.27% | −899−2.0% | Reduced |
| Clarity Wealth Advisors, LLC | 44,383 | $24.2M | 7.81% | −847−1.9% | Reduced |
| Arkadios Wealth Advisors | 44,327 | $24.1M | 1.63% | −143−0.3% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 44,298 | $24.1M | 16.44% | +411+0.9% | Added |
| Quadrant Capital Group LLC | 44,278 | $24.1M | 1.79% | +9,820+28.5% | Added |
| Capital Group Private Client Services, Inc. | 44,215 | $24.1M | 0.24% | +3,171+7.7% | Added |
| Main Street Financial Solutions, LLC | 44,140 | $24.0M | 2.26% | +1,235+2.9% | Added |
| Beacon Bridge Wealth Partners, LLC | 43,870 | $23.9M | 10.95% | +381+0.9% | Added |
| GM Advisory Group, Inc. | 43,858 | $23.9M | 1.54% | +233+0.5% | Added |
| Snowden Capital Advisors LLC | 43,706 | $23.9M | 0.71% | +1,055+2.5% | Added |
| Advisors Capital Management, LLC | 43,786 | $23.8M | 0.42% | +27,014+161.1% | Added |
| SIG North Trading, ULC | 43,600 | $23.7M | 6.17% | +43,600 | New |
| Principal Street Partners, LLC | 43,585 | $23.7M | 4.25% | +8,290+23.5% | Added |
| Osborne Partners Capital Management, LLC | 43,574 | $23.7M | 1.42% | −2,654−5.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 43,406 | $23.6M | 0.38% | −257−0.6% | Reduced |
| Focus Financial Network, Inc. | 42,352 | $23.6M | 1.01% | +1,923+4.8% | Added |
| LCM Capital Management Inc | 43,145 | $23.5M | 14.65% | −36−0.1% | Reduced |
| First International Bank & Trust | 42,986 | $23.4M | 8.05% | +812+1.9% | Added |
| Provenance Wealth Advisors, LLC | 42,745 | $23.3M | 3.25% | +48+0.1% | Added |
| Jarislowsky, Fraser Ltd | 42,739 | $23.3M | 0.14% | −2,922−6.4% | Reduced |
| ARS Investment Partners, LLC | 42,595 | $23.2M | 2.22% | −176−0.4% | Reduced |
| Verity Asset Management, Inc. | 42,554 | $23.2M | 9.08% | +6,229+17.1% | Added |
| Belmont Capital, LLC | 42,269 | $23.0M | 4.29% | +12,988+44.4% | Added |
| Systematic Alpha Investments, LLC | 42,170 | $22.9M | 0.87% | 00.0% | Unchanged |
| Independent Family Office, LLC | 42,152 | $22.9M | 13.09% | −6,520−13.4% | Reduced |
| ING Groep NV | 42,084 | $22.9M | 0.14% | −200,000−82.6% | Reduced |
| O'Dell Group, LLC | 43,541 | $22.8M | 5.58% | 00.0% | Unchanged |
| BancorpSouth Bank | 41,818 | $22.8M | 1.71% | −437−1.0% | Reduced |
| Sovereign Financial Group, Inc. | 41,667 | $22.7M | 5.65% | −93−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,663 | $22.7M | 0.15% | −34,106−45.0% | Reduced |
| Cambridge Associates LLC | 41,660 | $22.7M | 1.04% | −10,337−19.9% | Reduced |
| LFA - Lugano Financial Advisors SA | 41,607 | $22.6M | 17.25% | −3,283−7.3% | Reduced |
| We Are One Seven, LLC | 41,585 | $22.6M | 1.07% | +4,699+12.7% | Added |
| Western Wealth Management, LLC | 41,563 | $22.6M | 1.68% | +792+1.9% | Added |
| Sanchez Wealth Management Group | 41,466 | $22.6M | 7.31% | +7,109+20.7% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 41,347 | $22.5M | 1.30% | +1,310+3.3% | Added |
| Palisade Asset Management, LLC | 41,232 | $22.4M | 2.32% | −6,499−13.6% | Reduced |
| Welch & Forbes LLC | 40,626 | $22.3M | 0.30% | −6,090−13.0% | Reduced |
| Strategic Equity Management | 40,929 | $22.3M | 14.51% | +3,374+9.0% | Added |
| Vertex Planning Partners, LLC | 40,904 | $22.3M | 5.78% | +5,155+14.4% | Added |
| Lane & Associates LLC | 40,822 | $22.2M | 13.10% | +1,709+4.4% | Added |
| Roble, Belko & Company, Inc | 40,803 | $22.2M | 3.72% | −1,156−2.8% | Reduced |
| Independence Bank of Kentucky | 40,735 | $22.2M | 5.88% | +2,229+5.8% | Added |
| Blueshift Asset Management, LLC | 40,661 | $22.1M | 7.43% | +22,816+127.9% | Added |
| Guardian Wealth Advisors, LLC | 40,627 | $22.1M | 14.38% | −93−0.2% | Reduced |
| Brickley Wealth Management | 40,595 | $22.1M | 4.84% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 40,244 | $21.9M | 9.25% | +3,120+8.4% | Added |
| Central Pacific Bank - Trust Division | 39,686 | $21.6M | 2.58% | −943−2.3% | Reduced |
| Gryphon Financial Partners LLC | 39,682 | $21.6M | 3.23% | +3,186+8.7% | Added |
| Global Trust Asset Management, LLC | 39,602 | $21.6M | 8.68% | −98−0.2% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 39,400 | $21.4M | 0.01% | 00.0% | Unchanged |
| Advisor Resource Council | 56,198 | $21.4M | 39.13% | −3,041−5.1% | Reduced |
| Diversified Portfolios, Inc. | 39,273 | $21.4M | 2.82% | +192+0.5% | Added |
| Burke & Herbert Bank & Trust Co | 39,231 | $21.4M | 5.19% | +21,460+120.8% | Added |
| Avidian Wealth Solutions, LLC | 39,182 | $21.3M | 1.03% | +6,696+20.6% | Added |
| Pensionmark Financial Group, LLC | 39,150 | $21.3M | 1.33% | +31,221+393.8% | Added |
| Swiss Life Asset Management Ltd | 39,100 | $21.3M | 0.25% | −3,300−7.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 39,098 | $21.3M | 1.58% | −4,180−9.7% | Reduced |
| Cypress Capital, LLC | 39,067 | $21.3M | 5.80% | −2,030−4.9% | Reduced |
| GYL Financial Synergies, LLC | 38,944 | $21.2M | 1.64% | +1,320+3.5% | Added |
| Raelipskie Partnership | 38,919 | $21.2M | 11.30% | −1,398−3.5% | Reduced |
| Boyd Watterson Asset Management LLC | 38,838 | $21.1M | 6.04% | −6,557−14.4% | Reduced |
| Connecticut Wealth Management, LLC | 38,708 | $21.1M | 1.09% | −2,051−5.0% | Reduced |
| Oppenheimer Asset Management Inc. | 38,680 | $21.1M | 0.27% | +7,866+25.5% | Added |
| Smith Anglin Financial, LLC | 38,578 | $21.0M | 2.12% | +124+0.3% | Added |
| Financial & Tax Architects, LLC | 38,562 | $21.0M | 5.63% | +969+2.6% | Added |
| Capital International Investors | 38,345 | $21.0M | 0.00% | +14,439+60.4% | Added |