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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Left Brain Wealth Management, LLC | 1,430 | $820.5K | 0.38% | +24+1.7% | Added |
| WealthCollab, LLC | 1,434 | $822.8K | 0.54% | 00.0% | Unchanged |
| SPC Financial, Inc. | 1,435 | $823.3K | 0.07% | +393+37.7% | Added |
| Windsor Advisory Group, LLC | 1,440 | $826.4K | 0.93% | +643+80.7% | Added |
| Wade Financial Advisory, Inc | 1,441 | $826.7K | 0.28% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 1,444 | $828.5K | 0.20% | −155−9.7% | Reduced |
| Gunn & Co Investment Management, Inc. | 1,453 | $833.7K | 0.57% | −23,022−94.1% | Reduced |
| Tiemann Investment Advisors, LLC | 1,454 | $834.5K | 0.36% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 1,470 | $834.7K | 0.11% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,456 | $835.4K | 0.21% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 1,459 | $837.4K | 0.24% | +129+9.7% | Added |
| Hanlon Investment Management, Inc. | 1,465 | $840.6K | 0.24% | +1,000+215.1% | Added |
| RAM Investment Partners, LLC | 1,467 | $841.5K | 0.22% | +8+0.5% | Added |
| Opes Wealth Management LLC | 1,473 | $845.4K | 0.16% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,474 | $845.7K | 0.48% | −55−3.6% | Reduced |
| Capital Counsel LLC | 1,474 | $845.7K | 0.04% | −29−1.9% | Reduced |
| Cladis Investment Advisory, LLC | 1,474 | $845.7K | 0.59% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 1,475 | $846.3K | 0.32% | +107+7.8% | Added |
| Ted Buchan & Co | 1,475 | $846.8K | 0.40% | −122−7.6% | Reduced |
| Fenimore Asset Management Inc | 1,478 | $848.0K | 0.02% | +1+0.1% | Added |
| BCGM Wealth Management, LLC | 1,482 | $850.3K | 0.28% | 00.0% | Unchanged |
| Patient Capital Management, LLC | 1,486 | $852.4K | 0.04% | +748+101.4% | Added |
| GoalVest Advisory LLC | 1,486 | $852.6K | 0.25% | −41−2.7% | Reduced |
| Nichols & Pratt Advisers LLP | 1,486 | $852.6K | 0.06% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 1,496 | $858.3K | 0.08% | −4−0.3% | Reduced |
| New Covenant Trust Company, N.A. | 1,505 | $860.1K | 0.83% | 00.0% | Unchanged |
| Osprey Private Wealth LLC | 1,500 | $860.6K | 0.60% | +1,500 | New |
| Prepared Retirement Institute LLC | 1,502 | $862.0K | 0.52% | +18+1.2% | Added |
| Cim, LLC | 1,502 | $862.0K | 0.12% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,504 | $862.9K | 0.15% | +1+0.1% | Added |
| MWA Asset Management | 1,509 | $865.6K | 0.58% | +599+65.8% | Added |
| Wealth Effects LLC | 1,509 | $865.8K | 0.30% | +70+4.9% | Added |
| GHP Investment Advisors, Inc. | 1,511 | $867.0K | 0.04% | −554−26.8% | Reduced |
| Family Capital Trust Co | 1,518 | $871.0K | 0.28% | −20−1.3% | Reduced |
| Jmac Enterprises LLC | 1,519 | $871.8K | 0.14% | −248−14.0% | Reduced |
| Key Financial Inc | 1,520 | $872.0K | 0.19% | −36−2.3% | Reduced |
| Camden National Bank | 1,520 | $872.1K | 0.12% | −255−14.4% | Reduced |
| Planning Center, Inc. | 1,521 | $872.5K | 0.11% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 1,525 | $874.8K | 0.31% | +1,525 | New |
| Paragon Private Wealth Management, LLC | 1,527 | $876.4K | 0.43% | −122−7.4% | Reduced |
| Liberty Wealth Management LLC | 1,529 | $877.0K | 0.15% | −26,433−94.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,530 | $877.9K | 0.14% | −4,910−76.2% | Reduced |
| LifeGuide Financial Advisors, LLC | 1,533 | $879.6K | 0.38% | 00.0% | Unchanged |
| Mma Asset Management LLC | 1,746 | $879.9K | 0.23% | +220+14.4% | Added |
| Hilton Capital Management, LLC | 1,536 | $881.3K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,538 | $882.2K | 0.14% | +1+0.1% | Added |
| Opinicus Capital, Inc. | 1,538 | $882.5K | 0.71% | −49−3.1% | Reduced |
| Seaside Wealth Management, Inc. | 1,539 | $882.9K | 0.33% | +5+0.3% | Added |
| PFG Private Wealth Management, LLC | 1,545 | $886.5K | 0.51% | −7−0.5% | Reduced |
| Valley Financial Group, Inc. | 1,546 | $886.8K | 0.62% | +1+0.1% | Added |
| Kidder Stephen W | 1,550 | $889.3K | 0.26% | 00.0% | Unchanged |
| Stack Financial Management, Inc | 1,550 | $889.3K | 0.08% | +10+0.6% | Added |
| Beck Bode, LLC | 1,552 | $890.4K | 0.17% | −660−29.8% | Reduced |
| Chicago Wealth Management, Inc. | 1,554 | $891.5K | 0.48% | +633+68.7% | Added |
| Bath Savings Trust Co | 1,554 | $891.6K | 0.09% | +69+4.6% | Added |
| Birchcreek Wealth Management, LLC | 1,556 | $892.7K | 0.58% | 00.0% | Unchanged |
| Eagle Bluffs Wealth Management LLC | 1,554 | $894.3K | 0.48% | 00.0% | Unchanged |
| Bank of Stockton | 1,560 | $895.1K | 0.27% | 00.0% | Unchanged |
| AJ Advisors, LLC | 1,562 | $896.2K | 0.46% | +199+14.6% | Added |
| Galvin, Gaustad & Stein, LLC | 1,562 | $896.2K | 0.08% | 00.0% | Unchanged |
| Marotta Asset Management | 1,566 | $898.4K | 0.18% | +399+34.2% | Added |
| TFB Advisors LLC | 1,573 | $902.7K | 0.27% | −15−0.9% | Reduced |
| Isthmus Partners, LLC | 1,574 | $903.1K | 0.11% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,580 | $906.5K | 0.13% | −5−0.3% | Reduced |
| Morris Retirement Advisors, LLC | 1,582 | $907.8K | 0.50% | −5−0.3% | Reduced |
| Monument Capital Management | 1,585 | $909.2K | 0.25% | −183−10.4% | Reduced |
| Ruedi Wealth Management, Inc. | 1,590 | $912.1K | 0.31% | +1+0.1% | Added |
| Alamar Capital Management, LLC | 1,587 | $913.2K | 0.50% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,598 | $916.9K | 0.20% | −187−10.5% | Reduced |
| Commonwealth Retirement Investments LLC | 1,599 | $917.4K | 0.38% | −15−0.9% | Reduced |
| Polymer Capital Management (HK) LTD | 1,601 | $918.6K | 0.21% | −2,772−63.4% | Reduced |
| Dock Street Asset Management Inc | 1,602 | $919.2K | 0.12% | −26−1.6% | Reduced |
| Vestia Personal Wealth Advisors | 1,602 | $919.3K | 0.87% | +16+1.0% | Added |
| Aft, Forsyth & Company, Inc. | 1,605 | $921.0K | 0.45% | +3+0.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,605 | $921.3K | 0.47% | −223−12.2% | Reduced |
| Sage Investment Advisers LLC | 1,607 | $921.8K | 0.97% | +392+32.3% | Added |
| Bernardo Wealth Planning LLC | 1,585 | $923.0K | 0.22% | +242+18.0% | Added |
| Fundamentun, LLC | 1,609 | $923.3K | 0.06% | −405−20.1% | Reduced |
| Cornerstone Planning Group LLC | 1,595 | $927.7K | 0.25% | −5,733−78.2% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 1,618 | $928.3K | 0.22% | +4+0.2% | Added |
| VisionPoint Advisory Group, LLC | 1,618 | $928.3K | 0.31% | +209+14.8% | Added |
| Wellington Wealth Strategies, LLC. | 1,635 | $929.6K | 0.71% | +1,635 | New |
| WESPAC Advisors, LLC | 1,623 | $931.0K | 0.69% | +21+1.3% | Added |
| Investment Partners Asset Management, Inc. | 1,626 | $933.2K | 0.76% | +61+3.9% | Added |
| 626 Financial, LLC | 1,626 | $933.2K | 0.52% | −38−2.3% | Reduced |
| Smartleaf Asset Management LLC | 1,634 | $934.2K | 0.11% | −232−12.4% | Reduced |
| Callahan Advisors, LLC | 1,629 | $934.8K | 0.09% | −91−5.3% | Reduced |
| Arq Wealth Advisors, LLC | 1,659 | $935.1K | 0.35% | 00.0% | Unchanged |
| HWG Holdings LP | 1,631 | $935.8K | 0.32% | +1,305+400.3% | Added |
| Signet Investment Advisory Group, Inc. | 1,632 | $936.4K | 0.47% | +771+89.5% | Added |
| Cetera Trust Company, N.A | 1,636 | $938.7K | 0.57% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 1,637 | $939.0K | 0.61% | −258−13.6% | Reduced |
| Fairman Group, LLC | 1,632 | $939.4K | 0.85% | +2+0.1% | Added |
| Dravo Bay LLC | 1,641 | $941.5K | 0.48% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,644 | $943.3K | 0.03% | +78+5.0% | Added |
| Unison Asset Management LLC | 1,645 | $943.8K | 0.45% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 1,645 | $943.9K | 0.40% | +462+39.1% | Added |
| Sinecera Capital, LLC | 1,641 | $944.4K | 1.14% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 1,646 | $944.4K | 0.01% | −37−2.2% | Reduced |
| Fortress Wealth Management, Inc. | 1,647 | $945.1K | 0.47% | +4+0.2% | Added |