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 |
|---|---|---|---|---|---|
| McDonough Capital Management, Inc | 1,651 | $947.3K | 0.65% | +3+0.2% | Added |
| Indie Asset Partners, LLC | 1,654 | $949.2K | 0.71% | −33−2.0% | Reduced |
| Johnson & White Wealth Management, LLC | 1,657 | $951.0K | 0.82% | 00.0% | Unchanged |
| Veriti Management LLC | 1,659 | $951.7K | 0.05% | +183+12.4% | Added |
| ONE Advisory Partners, LLC | 1,659 | $951.9K | 0.42% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 1,660 | $952.4K | 2.62% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 1,660 | $952.5K | 0.19% | +294+21.5% | Added |
| Strategic Financial Services, Inc, | 1,661 | $953.2K | 0.06% | −19−1.1% | Reduced |
| Amara Financial, LLC. | 1,671 | $958.6K | 0.92% | +1,671 | New |
| Live Oak Private Wealth LLC | 1,675 | $961.0K | 0.16% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 1,681 | $964.0K | 0.54% | −559−25.0% | Reduced |
| Gallacher Capital Management LLC | 1,680 | $964.1K | 0.44% | +1+0.1% | Added |
| Providence Capital Advisors, LLC | 1,680 | $964.4K | 0.19% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 1,684 | $966.2K | 0.64% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,684 | $966.2K | 0.13% | +59+3.6% | Added |
| Somerset Group LLC | 1,686 | $967.4K | 0.89% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 1,687 | $967.8K | 0.25% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,689 | $969.3K | 0.15% | +11+0.7% | Added |
| Intergy Private Wealth, LLC | 1,694 | $971.9K | 0.37% | −26−1.5% | Reduced |
| Vance Wealth, Inc. | 1,695 | $972.4K | 0.37% | +75+4.6% | Added |
| Vise Technologies, Inc. | 1,697 | $973.5K | 0.12% | +28+1.7% | Added |
| Jessup Wealth Management, Inc | 1,698 | $974.4K | 0.45% | −19−1.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,706 | $978.8K | 0.36% | −1−0.1% | Reduced |
| Powers Advisory Group, LLC | 1,706 | $978.9K | 0.49% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 1,707 | $979.4K | 0.70% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,707 | $979.4K | 0.02% | −111−6.1% | Reduced |
| Roof Eidam & Maycock | 1,711 | $981.7K | 0.25% | −678−28.4% | Reduced |
| Zuckerman Investment Group, LLC | 1,713 | $982.9K | 0.10% | +484+39.4% | Added |
| Trivant Custom Portfolio Group, LLC | 1,714 | $983.4K | 0.57% | −211−11.0% | Reduced |
| Wealthspan Partners, LLC | 1,714 | $983.5K | 0.49% | +119+7.5% | Added |
| Telos Capital Management, Inc. | 1,714 | $983.6K | 0.10% | +961+127.6% | Added |
| Gables Capital Management Inc. | 1,718 | $985.7K | 0.50% | +65+3.9% | Added |
| Letko, Brosseau & Associates Inc | 1,720 | $986.9K | 0.02% | 00.0% | Unchanged |
| Retirement Solution Inc. | 1,722 | $987.9K | 0.24% | +491+39.9% | Added |
| Passive Capital Management, LLC. | 1,723 | $988.5K | 0.35% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 1,745 | $992.4K | 0.34% | +940+116.8% | Added |
| MAS Advisors LLC | 1,730 | $992.6K | 2.12% | +42+2.5% | Added |
| My Purposeful Wealth Corp. | 1,732 | $993.9K | 0.47% | +2+0.1% | Added |
| Wealth Quarterback LLC | 1,733 | $994.6K | 0.52% | −95−5.2% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,729 | $995.5K | 0.35% | −568−24.7% | Reduced |
| BKM Wealth Management, LLC | 1,738 | $997.5K | 0.41% | −2−0.1% | Reduced |
| RFP Financial Group LLC | 1,742 | $999.6K | 0.33% | +152+9.6% | Added |
| San Luis Wealth Advisors LLC | 1,747 | $1.00M | 0.21% | +1,747 | New |
| HTG Investment Advisors, Inc. | 1,748 | $1.00M | 0.47% | −54−3.0% | Reduced |
| Sendero Wealth Management, LLC | 1,753 | $1.01M | 0.16% | −75−4.1% | Reduced |
| Heritage Investors Management Corp | 1,755 | $1.01M | 0.03% | −361−17.1% | Reduced |
| Fernwood Investment Management, LLC | 1,757 | $1.01M | 0.33% | −1,412−44.6% | Reduced |
| Brophy Wealth Management, LLC | 1,761 | $1.01M | 0.36% | +1,761 | New |
| Arvest Investments, Inc. | 1,772 | $1.02M | 0.15% | +10+0.6% | Added |
| Theory Financial LLC | 1,788 | $1.02M | 0.45% | −117−6.1% | Reduced |
| Balentine LLC | 1,780 | $1.02M | 0.04% | +1,410+381.1% | Added |
| Laffer Tengler Investments | 1,784 | $1.02M | 0.21% | +82+4.8% | Added |
| IMS Capital Management | 1,789 | $1.03M | 0.46% | 00.0% | Unchanged |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 1,785 | $1.03M | 2.76% | −1,440−44.7% | Reduced |
| Mach-1 Financial Group, Inc. | 1,791 | $1.03M | 0.63% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,803 | $1.03M | 0.62% | +12+0.7% | Added |
| Visionary Horizons, LLC | 1,804 | $1.04M | 0.69% | +575+46.8% | Added |
| Palogic Value Management, L.P. | 1,811 | $1.04M | 0.41% | +1+0.1% | Added |
| Syntegra Private Wealth Group, LLC | 1,814 | $1.04M | 0.12% | −153−7.8% | Reduced |
| Angeles Investment Advisors, LLC | 1,810 | $1.04M | 0.05% | −330−15.4% | Reduced |
| Core Wealth Partners LLC | 1,815 | $1.04M | 0.63% | +149+8.9% | Added |
| Vista Investment Management | 1,818 | $1.04M | 0.39% | −3−0.2% | Reduced |
| Clarus Group, Inc. | 1,820 | $1.04M | 0.44% | +83+4.8% | Added |
| Wilson & Boucher Capital Management, LLC | 1,820 | $1.04M | 0.72% | −49−2.6% | Reduced |
| Bellevue Asset Management, LLC | 1,824 | $1.05M | 0.54% | +235+14.8% | Added |
| Prosperitas Financial LLC | 1,825 | $1.05M | 0.56% | −22−1.2% | Reduced |
| Financial Partners Group, LLC | 1,825 | $1.05M | 0.39% | +5+0.3% | Added |
| High Note Wealth, LLC | 1,826 | $1.05M | 0.30% | +1+0.1% | Added |
| Elm Partners Management LLC | 1,833 | $1.05M | 0.08% | −72−3.8% | Reduced |
| Park Place Capital Corp | 1,834 | $1.05M | 0.30% | +28+1.6% | Added |
| Shaker Financial Services, LLC | 1,829 | $1.05M | 0.40% | −2,296−55.7% | Reduced |
| Orleans Capital Management Corp | 1,839 | $1.06M | 0.60% | 00.0% | Unchanged |
| Strid Group, LLC | 1,841 | $1.06M | 0.16% | +72+4.1% | Added |
| Buckhead Capital Management LLC | 1,842 | $1.06M | 0.33% | +185+11.2% | Added |
| Myecfo, LLC | 1,844 | $1.06M | 0.57% | +59+3.3% | Added |
| Tran Capital Management, L.P. | 1,844 | $1.06M | 0.11% | +289+18.6% | Added |
| Hexagon Capital Partners LLC | 1,852 | $1.06M | 0.21% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 1,852 | $1.06M | 0.44% | −1−0.1% | Reduced |
| KPP Advisory Services LLC | 1,853 | $1.06M | 0.26% | +281+17.9% | Added |
| Alternative Investment Advisors, LLC. | 1,853 | $1.06M | 0.56% | +282+18.0% | Added |
| Poplar Forest Capital LLC | 1,855 | $1.06M | 0.14% | 00.0% | Unchanged |
| Polen Capital Management LLC | 1,863 | $1.07M | 0.00% | +1,863 | New |
| Wescott Financial Advisory Group, LLC | 1,865 | $1.07M | 0.12% | +98+5.5% | Added |
| Marion Wealth Management | 1,866 | $1.07M | 0.29% | +17+0.9% | Added |
| Vernal Point Advisors, LLC | 1,860 | $1.07M | 0.83% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,872 | $1.07M | 0.21% | +57+3.1% | Added |
| Rosenblum Silverman Sutton S F Inc | 1,874 | $1.08M | 0.28% | −17−0.9% | Reduced |
| Smith Thornton Advisors LLC | 1,875 | $1.08M | 0.71% | −1−0.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $1.08M | 0.68% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 1,894 | $1.08M | 0.59% | +1,894 | New |
| Dominguez Wealth Management Solutions, Inc. | 1,880 | $1.08M | 0.78% | −15−0.8% | Reduced |
| Fidelity D & D Bancorp Inc | 1,882 | $1.08M | 0.72% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,892 | $1.09M | 0.01% | −555−22.7% | Reduced |
| Annapolis Financial Services, LLC | 1,892 | $1.09M | 0.32% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,893 | $1.09M | 0.21% | −71−3.6% | Reduced |
| Radnor Capital Management, LLC | 1,895 | $1.09M | 0.16% | 00.0% | Unchanged |
| Fca Corp | 1,896 | $1.09M | 0.33% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 1,902 | $1.09M | 0.88% | 00.0% | Unchanged |
| Red Tortoise LLC | 1,906 | $1.09M | 0.55% | +129+7.3% | Added |
| Your Advocates Ltd., LLP | 1,907 | $1.09M | 0.43% | −55−2.8% | Reduced |