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 |
|---|---|---|---|---|---|
| Family Management Corp | 38,302 | $20.8M | 3.70% | +1,057+2.8% | Added |
| Black Maple Capital Management LP | 38,295 | $20.8M | 15.31% | −1,000−2.5% | Reduced |
| Kovack Advisors, Inc. | 38,149 | $20.8M | 2.28% | +3,511+10.1% | Added |
| Palisades Hudson Asset Management, L.P. | 38,043 | $20.7M | 9.51% | −354−0.9% | Reduced |
| Leavell Investment Management, Inc. | 37,896 | $20.7M | 1.14% | +3,630+10.6% | Added |
| Trilogy Capital Inc. | 38,004 | $20.7M | 1.12% | −2,804−6.9% | Reduced |
| Wellspring Financial Advisors, LLC | 37,920 | $20.6M | 2.81% | +2,380+6.7% | Added |
| Albion Financial Group | 37,707 | $20.5M | 1.55% | +174+0.5% | Added |
| Fulton Breakefield Broenniman LLC | 37,581 | $20.5M | 1.51% | −597−1.6% | Reduced |
| Cresta Advisors, Ltd. | 37,561 | $20.4M | 12.12% | −130−0.3% | Reduced |
| BLB&B Advisors, LLC | 37,418 | $20.4M | 1.12% | −765−2.0% | Reduced |
| Financial Engines Advisors L.L.C. | 37,201 | $20.3M | 0.05% | +2,432+7.0% | Added |
| Aviso Financial Inc. | 37,299 | $20.3M | 1.13% | +37,299 | New |
| Hancock Whitney Corp | 37,189 | $20.2M | 0.69% | +757+2.1% | Added |
| Legacy Advisors, LLC | 37,152 | $20.2M | 2.46% | +484+1.3% | Added |
| Thrive Wealth Management, LLC | 37,151 | $20.2M | 3.96% | +153+0.4% | Added |
| Capital Management Associates, Inc | 36,775 | $20.0M | 12.12% | +35,147+2,158.9% | Added |
| Daymark Wealth Partners, LLC | 36,745 | $20.0M | 0.92% | +22,335+155.0% | Added |
| BKD Wealth Advisors, LLC | 36,601 | $19.9M | 0.50% | −662−1.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 36,571 | $19.9M | 0.86% | +1,113+3.1% | Added |
| Americana Partners, LLC | 36,430 | $19.8M | 1.56% | +7,938+27.9% | Added |
| Blue Edge Capital, LLC | 36,416 | $19.8M | 3.28% | −511−1.4% | Reduced |
| Securian Asset Management, Inc | 36,170 | $19.7M | 0.57% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 36,038 | $19.6M | 1.43% | −1,274−3.4% | Reduced |
| Clarius Group, LLC | 35,937 | $19.6M | 1.39% | −800−2.2% | Reduced |
| Ace Management Global Ltd. | 35,811 | $19.5M | 5.72% | −41,243−53.5% | Reduced |
| First Manhattan Co | 35,623 | $19.4M | 0.06% | −31−0.1% | Reduced |
| Delta Financial Advisors LLC | 35,688 | $19.4M | 7.52% | +50.0% | Added |
| Unique Wealth, LLC | 35,639 | $19.4M | 5.08% | +2,709+8.2% | Added |
| Central Bank & Trust Co | 35,470 | $19.3M | 2.68% | −4,131−10.4% | Reduced |
| Saiph Capital, LLC | 35,256 | $19.2M | 8.56% | −205−0.6% | Reduced |
| Voisard Asset Management Group, Inc. | 35,153 | $19.1M | 9.35% | −470−1.3% | Reduced |
| Segment Wealth Management, LLC | 35,141 | $19.1M | 1.41% | −54−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 35,017 | $19.1M | 1.47% | +5,639+19.2% | Added |
| Sentinel Trust Co Lba | 34,978 | $19.0M | 2.34% | −813−2.3% | Reduced |
| Aprio Wealth Management, LLC | 34,868 | $19.0M | 3.46% | −2,389−6.4% | Reduced |
| Copperwynd Financial, LLC | 34,379 | $18.9M | 6.19% | −15,195−30.7% | Reduced |
| Cobblestone Capital Advisors LLC | 34,709 | $18.9M | 1.16% | −2,513−6.8% | Reduced |
| Three Bridge Wealth Advisors, LLC | 34,567 | $18.9M | 7.48% | −264−0.8% | Reduced |
| Magnolia Capital Management Ltd | 34,654 | $18.9M | 15.83% | −3,629−9.5% | Reduced |
| Baron Financial Group, LLC | 34,580 | $18.8M | 11.97% | −1,687−4.7% | Reduced |
| Central Trust Co | 34,578 | $18.8M | 0.46% | +5,558+19.2% | Added |
| Brave Asset Management Inc | 34,545 | $18.8M | 4.79% | −175−0.5% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 34,510 | $18.8M | 6.29% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 34,447 | $18.7M | 8.04% | −1,093−3.1% | Reduced |
| Scharf Investments, LLC | 34,279 | $18.7M | 0.53% | −12,970−27.5% | Reduced |
| AXA S.A. | 34,266 | $18.6M | 0.06% | 00.0% | Unchanged |
| Davenport & Co LLC | 33,980 | $18.5M | 0.12% | −1,132−3.2% | Reduced |
| AQR Capital Management LLC | 33,971 | $18.5M | 0.03% | −4,455−11.6% | Reduced |
| Great Valley Advisor Group, Inc. | 33,705 | $18.3M | 0.51% | −1,212−3.5% | Reduced |
| Mission Wealth Management, LP | 33,682 | $18.3M | 0.50% | −959−2.8% | Reduced |
| Hummer Financial Advisory Services Inc | 33,559 | $18.3M | 15.83% | −355−1.0% | Reduced |
| Parallel Advisors, LLC | 33,665 | $18.3M | 0.47% | −589−1.7% | Reduced |
| Iron Horse Wealth Management, LLC | 33,664 | $18.3M | 7.00% | +1,023+3.1% | Added |
| Basso Capital Management, L.P. | 33,602 | $18.3M | 16.48% | 00.0% | Unchanged |
| Nepc LLC | 33,554 | $18.3M | 0.60% | −1,961−5.5% | Reduced |
| New England Private Wealth Advisors LLC | 33,515 | $18.2M | 3.18% | −463−1.4% | Reduced |
| Armstrong Advisory Group, Inc | 33,360 | $18.2M | 1.61% | −738−2.2% | Reduced |
| Resolute Partners Group | 33,229 | $18.1M | 4.68% | +1,895+6.0% | Added |
| Ground Swell Capital, LLC | 33,295 | $18.1M | 17.52% | +11,064+49.8% | Added |
| Meridian Wealth Advisors, LLC | 33,086 | $18.0M | 3.21% | +2,324+7.6% | Added |
| Sunflower Bank, N.A. | 32,889 | $17.9M | 4.23% | −3,032−8.4% | Reduced |
| Private Trust Co NA | 32,791 | $17.8M | 1.92% | −3,990−10.8% | Reduced |
| Blue Investment Partners LLC | 32,740 | $17.8M | 8.08% | +657+2.0% | Added |
| Aspen Investment Management Inc | 32,731 | $17.8M | 8.89% | +1,923+6.2% | Added |
| Farther Finance Advisors, LLC | 32,663 | $17.8M | 0.86% | +18,179+125.5% | Added |
| Meritage Group LP | 32,726 | $17.8M | 0.45% | +16,171+97.7% | Added |
| Wealthgate Family Office, LLC | 32,654 | $17.8M | 43.72% | −162−0.5% | Reduced |
| Axxcess Wealth Management, LLC | 32,457 | $17.7M | 0.48% | +32,457 | New |
| PFG Investments, LLC | 32,347 | $17.6M | 1.26% | +635+2.0% | Added |
| PFG Advisors | 32,276 | $17.6M | 1.19% | +1,821+6.0% | Added |
| Financial Partners Group, Inc | 32,274 | $17.6M | 2.77% | +2,678+9.0% | Added |
| Cornerstone Capital, Inc. | 32,252 | $17.6M | 1.77% | −157−0.5% | Reduced |
| Country Club Bank | 32,011 | $17.5M | 1.22% | −536−1.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 32,126 | $17.5M | 7.47% | +1,040+3.3% | Added |
| Dynamic Advisor Solutions LLC | 31,976 | $17.4M | 0.55% | −1,684−5.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 31,959 | $17.4M | 0.18% | +1,675+5.5% | Added |
| Wealthstar Advisors, LLC | 31,947 | $17.4M | 14.10% | +29,610+1,267.0% | Added |
| Kingsview Wealth Management, LLC | 31,889 | $17.4M | 0.41% | +7,236+29.4% | Added |
| Hilltop Holdings Inc. | 31,850 | $17.3M | 2.02% | +11,701+58.1% | Added |
| Edgewood Management LLC | 31,797 | $17.3M | 0.05% | +4,411+16.1% | Added |
| Paragon Financial Partners, Inc. | 31,761 | $17.3M | 13.47% | −16−0.1% | Reduced |
| Romano Brothers and Company | 31,719 | $17.3M | 2.39% | +28+0.1% | Added |
| Silvercrest Asset Management Group LLC | 31,715 | $17.3M | 0.12% | +828+2.7% | Added |
| Pineridge Advisors LLC | 31,711 | $17.3M | 5.89% | +31,667+71,970.5% | Added |
| Evergreen Capital Management LLC | 31,517 | $17.2M | 0.62% | +940+3.1% | Added |
| Symmetry Investments LP | 31,513 | $17.2M | 2.15% | +19,113+154.1% | Added |
| Boston Financial Mangement LLC | 31,454 | $17.1M | 0.54% | −743−2.3% | Reduced |
| Aspire Private Capital, LLC | 31,436 | $17.1M | 4.41% | −13,991−30.8% | Reduced |
| Trust Co of the South | 31,434 | $17.1M | 4.05% | 00.0% | Unchanged |
| Hardy Reed LLC | 31,416 | $17.1M | 1.72% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 31,288 | $17.1M | 0.26% | −1,280−3.9% | Reduced |
| Seven Mile Advisory | 31,322 | $17.0M | 12.53% | −102−0.3% | Reduced |
| NBC Securities, Inc. | 31,270 | $17.0M | 1.55% | +2,667+9.3% | Added |
| Second Line Capital, LLC | 31,118 | $17.0M | 5.20% | +723+2.4% | Added |
| Lebenthal Global Advisors, LLC | 31,144 | $16.9M | 3.72% | +115+0.4% | Added |
| Signature Estate & Investment Advisors LLC | 31,043 | $16.9M | 0.42% | +22,299+255.0% | Added |
| Ashton Thomas Private Wealth, LLC | 30,961 | $16.8M | 0.93% | +3,318+12.0% | Added |
| Three Seasons Wealth, LLC | 30,898 | $16.8M | 9.31% | +19,788+178.1% | Added |
| Henshaw Capital LLC | 30,900 | $16.8M | 0.76% | 00.0% | Unchanged |