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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, Q3 2024

Institutional positions in SPDR S&P 500 ETF Trust as of Sep 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
3,807
+91 vs. Q2 2024
Shares held
588.7M
+38.1M (+6.9%) vs. Q2 2024
Total value
$328.5B
+$30.0B (+10.0%) vs. Q2 2024
New holders
196
1,589 more added
Sold out
105
1,483 more reduced

50 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 3,807 institutions
Q1 2021: 2,734 institutionsQ2 2021: 2,744 institutionsQ3 2021: 2,758 institutionsQ4 2021: 3,181 institutionsQ1 2022: 3,144 institutionsQ2 2022: 3,099 institutionsQ3 2022: 3,059 institutionsQ4 2022: 3,310 institutionsQ1 2023: 3,268 institutionsQ2 2023: 3,310 institutionsQ3 2023: 3,329 institutionsQ4 2023: 3,694 institutionsQ1 2024: 3,705 institutionsQ2 2024: 3,766 institutionsQ3 2024: 3,807 institutionsQ4 2024: 4,242 institutionsQ1 2025: 4,189 institutionsQ2 2025: 4,245 institutionsQ3 2025: 4,264 institutionsQ4 2025: 4,645 institutionsQ1 2026: 4,599 institutionsQ2 2026: 4,668 institutions
Value heldQ3 2024: $328.5B
Q1 2021: $225.0BQ2 2021: $231.3BQ3 2021: $245.4BQ4 2021: $290.9BQ1 2022: $258.8BQ2 2022: $207.3BQ3 2022: $200.9BQ4 2022: $207.8BQ1 2023: $214.8BQ2 2023: $249.1BQ3 2023: $230.9BQ4 2023: $295.1BQ1 2024: $304.2BQ2 2024: $299.6BQ3 2024: $328.5BQ4 2024: $342.5BQ1 2025: $313.6BQ2 2025: $343.0BQ3 2025: $357.7BQ4 2025: $374.7BQ1 2026: $356.9BQ2 2026: $448.3B
Institutions holding SPY and their total value by quarter
QuarterHoldersValue
Q2 20264,668$448.3B
Q1 20264,599$356.9B
Q4 20254,645$374.7B
Q3 20254,264$357.7B
Q2 20254,245$343.0B
Q1 20254,189$313.6B
Q4 20244,242$342.5B
Q3 20243,807$328.5B
Q2 20243,766$299.6B
Q1 20243,705$304.2B
Q4 20233,694$295.1B
Q3 20233,329$230.9B
Q2 20233,310$249.1B
Q1 20233,268$214.8B
Q4 20223,310$207.8B
Q3 20223,059$200.9B
Q2 20223,099$207.3B
Q1 20223,144$258.8B
Q4 20213,181$290.9B
Q3 20212,758$245.4B
Q2 20212,744$231.3B
Q1 20212,734$225.0B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q2 2024.

Institutions holding SPY in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Equitec Proprietary Markets, LLC2$1.15K0.01%−10,200−100.0%Reduced
1620 Investment Advisors, Inc.41$1.41K0.00%+11+36.7%Added
ARK Investment Management LLCSuperinvestorARK Invest3$1.91K0.00%−13−81.3%Reduced
Hillsdale Investment Management Inc.5$2.87K0.00%00.0%Unchanged
Horizons Wealth Management7$4.02K0.00%00.0%Unchanged
Gs Investments, Inc.8$4.59K0.00%00.0%Unchanged
PayPay Securities Corp11$6.31K0.56%−12−52.2%Reduced
Insight Financial Services11$6.31K0.00%00.0%Unchanged
Eukles Asset Management13$7.46K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC15$8.63K0.00%00.0%Unchanged
Gould Capital, LLC20$11.5K0.01%00.0%Unchanged
Capco Asset Management, LLC22$12.6K0.00%+3+15.8%Added
DecisionPoint Financial, LLC24$13.8K0.00%00.0%Unchanged
Cypress Capital Management LLC (WY)30$17.2K0.02%00.0%Unchanged
Advantage Trust Co31$17.8K0.01%00.0%Unchanged
Valued Wealth Advisors LLC32$18.6K0.01%+2+6.7%Added
Covestor Ltd32$19.0K0.01%+5+18.5%Added
Fairscale Capital, LLC33$19.2K0.02%00.0%Unchanged
Delos Wealth Advisors, LLC34$19.5K0.02%+34New
Sawyer & Company, Inc38$22.0K0.01%+38New
DB Fitzpatrick & Co, Inc39$22.4K0.02%00.0%Unchanged
Dogwood Wealth Management LLC40$22.9K0.01%−20−33.3%Reduced
Game Plan Financial Advisors, LLC50$28.7K0.01%00.0%Unchanged
Broadwater Capital Management LLC50$28.9K0.02%00.0%Unchanged
MB, Levis & Associates, LLC53$30.4K0.01%00.0%Unchanged
CGC Financial Services, LLC60$34.4K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC61$35.0K0.02%00.0%Unchanged
Legend Financial Advisors, Inc.66$37.8K0.03%−24−26.7%Reduced
Evergreen Private Wealth LLC68$39.0K0.02%00.0%Unchanged
Elequin Capital LP70$40.2K0.00%−258−78.7%Reduced
Kessler Investment Group, LLC73$41.9K0.02%00.0%Unchanged
FPC Investment Advisory, Inc.75$42.6K0.04%00.0%Unchanged
FWL Investment Management, LLC75$43.0K0.02%−22−22.7%Reduced
Riverview Trust Co80$45.9K0.04%00.0%Unchanged
Transcendent Capital Group LLC81$46.4K0.02%00.0%Unchanged
Essex Investment Management Co LLC81$46.5K0.01%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC83$47.6K0.04%00.0%Unchanged
Fairfield Financial Advisors, LTD85$48.8K0.02%00.0%Unchanged
WFA of San Diego, LLC87$49.9K0.04%00.0%Unchanged
REAP Financial Group, LLC91$52.2K0.01%+10+12.3%Added
New England Capital Financial Advisors LLC91$52.4K0.03%+5+5.8%Added
Skylands Capital, LLC100$57.4K0.01%00.0%Unchanged
Northwest Bank & Trust Co100$57.4K0.04%00.0%Unchanged
Arcadia Investment Advisors LLC111$63.6K0.03%00.0%Unchanged
Hartford Financial Management Inc.115$66.0K0.01%00.0%Unchanged
Legacy Investment Solutions, LLC111$66.3K0.04%+111New
Legacy Wealth Managment, LLC111$66.3K0.04%+111New
Bank & Trust Co118$67.7K0.05%00.0%Unchanged
Dynamic Wealth Strategies, LLC119$68.0K0.06%00.0%Unchanged
VELA Investment Management, LLC120$68.9K0.02%+120New
Fairway Wealth LLC120$68.9K0.03%+120New
Studio Investment Management LLC121$69.6K0.01%00.0%Unchanged
New Millennium Group LLC124$70.9K0.05%00.0%Unchanged
Christopher J. Hasenberg, Inc124$71.1K0.03%+124New
McCarthy Grittinger Financial Group, LLC127$72.9K0.02%−7−5.2%Reduced
Carmichael Hill & Associates, Inc.128$73.5K0.03%00.0%Unchanged
Stuart Chaussee & Associates, Inc.130$74.6K0.02%00.0%Unchanged
Transamerica Financial Advisors, Inc.130$75.0K0.01%+17+15.0%Added
Washington Growth Strategies LLC43,146$75.3K6.27%+43,146New
Peterson Financial Group, Inc.134$76.7K0.30%+134New
Creekmur Asset Management LLC135$77.5K0.02%−15−10.0%Reduced
Atlantic Trust, LLC137$78.6K0.02%−4−2.8%Reduced
Family CFO Inc141$80.9K0.05%+141New
Values First Advisors, Inc.144$82.6K0.04%+144New
Copley Financial Group, Inc.145$83.2K0.08%+145New
Prestige Wealth Management Group LLC145$83.4K0.02%+14+10.7%Added
Birchbrook, Inc.147$84.6K0.05%−279−65.5%Reduced
Milestone Investment Advisors LLC152$87.2K0.02%−6−3.8%Reduced
True Wealth Design, LLC164$94.1K0.04%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.168$96.4K0.07%+66+64.7%Added
Tradewinds Capital Management, LLC168$96.4K0.03%00.0%Unchanged
Perkins Coie Trust Co169$97.0K0.02%00.0%Unchanged
Evolution Advisers, Inc.179$102.0K0.06%00.0%Unchanged
Citizens National Bank Trust Department178$102.1K0.02%00.0%Unchanged
Financial Gravity Companies, Inc.179$102.7K0.03%+179New
Corecam Pte. Ltd.182$104.7K0.07%00.0%Unchanged
Horrell Capital Management, Inc.190$109.0K0.03%00.0%Unchanged
McClarren Financial Advisors, Inc.573$109.0K0.12%+29+5.3%Added
Financial Network Wealth Advisors LLC190$109.0K0.09%−2,214−92.1%Reduced
Shay Capital LLC200$114.8K0.03%−3,800−95.0%Reduced
Brown Shipley& Co Ltd202$115.9K0.06%00.0%Unchanged
Contravisory Investment Management, Inc.202$116.1K0.02%+10+5.2%Added
Donald L. Hagan, LLC203$116.5K0.06%+203New
Standard Family Office LLC210$120.5K0.15%00.0%Unchanged
Mendota Financial Group, LLC212$121.6K0.06%00.0%Unchanged
Horizon Bancorp Inc213$122.0K0.06%00.0%Unchanged
Cadent Capital Advisors, LLC218$125.1K0.04%+1+0.5%Added
China Universal Asset Management Co., Ltd.220$126.7K0.01%+220New
Dougherty Wealth Advisers LLC227$130.2K0.10%00.0%Unchanged
ZynergyRetirementPlanningLLC229$131.4K0.09%+10+4.6%Added
Pacifica Partners Inc.231$132.6K0.05%−20−8.0%Reduced
DAGCO, Inc.232$133.1K0.05%00.0%Unchanged
Goodman Advisory Group, LLC233$133.7K0.04%+23+11.0%Added
Ridgewood Investments LLC235$134.8K0.07%−32−12.0%Reduced
Loomis Sayles & Co L P239$137.0K0.00%+85+55.2%Added
RE Dickinson Investment Advisors, LLC241$138.2K0.08%00.0%Unchanged
ORG Wealth Partners, LLC246$141.1K0.05%+246New
Osterweis Capital Management Inc–$145.2K0.01%––
Abich Financial Wealth Management LLC259$148.6K0.33%−668−72.1%Reduced
Stephens Consulting, LLC269$154.3K0.04%−1−0.4%Reduced