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 |
|---|---|---|---|---|---|
| Burton Enright Welch | 1,911 | $1.10M | 0.24% | +81+4.4% | Added |
| Rockwood Wealth Management, LLC | 1,915 | $1.10M | 0.12% | +234+13.9% | Added |
| Fielder Capital Group LLC | 1,917 | $1.10M | 0.36% | +1,424+288.8% | Added |
| Alerus Financial NA | 1,918 | $1.10M | 0.08% | −7−0.4% | Reduced |
| Precedent Wealth Partners, LLC | 1,927 | $1.11M | 0.36% | 00.0% | Unchanged |
| One Wealth Management Investment & Advisory Services, LLC | 1,928 | $1.11M | 1.94% | +4+0.2% | Added |
| Kirtland Hills Capital Management, LLC | 1,930 | $1.11M | 0.61% | +131+7.3% | Added |
| Carl P. Sherr & Co., LLC | 1,943 | $1.11M | 0.59% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,945 | $1.12M | 0.61% | +1,945 | New |
| Silver Oak Advisory Group, Inc. | 1,945 | $1.12M | 0.57% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 1,945 | $1.12M | 0.27% | +361+22.8% | Added |
| Valicenti Advisory Services Inc | 1,949 | $1.12M | 0.29% | −440−18.4% | Reduced |
| Grey Fox Wealth Advisors, LLC | 1,944 | $1.12M | 0.31% | −44−2.2% | Reduced |
| Full Sail Capital, LLC | 1,952 | $1.12M | 0.07% | +13+0.7% | Added |
| tru Independence LLC | 1,952 | $1.12M | 0.33% | +216+12.4% | Added |
| Assetmark, Inc | 1,958 | $1.12M | 0.00% | −366−15.7% | Reduced |
| Crossmark Global Holdings, Inc. | 1,958 | $1.12M | 0.02% | +778+65.9% | Added |
| WJ Wealth Management, LLC | 1,960 | $1.12M | 0.40% | −1,529−43.8% | Reduced |
| PEAK6 Investments LLC | 1,972 | $1.13M | 0.06% | −180,391−98.9% | Reduced |
| Ti-Trust, Inc | 1,982 | $1.14M | 0.81% | 00.0% | Unchanged |
| Centric Wealth Management | 1,930 | $1.14M | 0.31% | +207+12.0% | Added |
| Paradigm Capital Management, LLC | 1,989 | $1.14M | 1.09% | +1,989 | New |
| BancFirst Trust & Investment Management | 2,001 | $1.14M | 0.38% | +355+21.6% | Added |
| Sterling Manor Financial, LLC | 1,994 | $1.14M | 0.77% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 1,995 | $1.14M | 0.56% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 1,975 | $1.15M | 0.45% | −29−1.4% | Reduced |
| Virginia Wealth Management Group, Inc. | 2,000 | $1.15M | 0.72% | 00.0% | Unchanged |
| Lam Group, Inc. | 2,000 | $1.15M | 0.81% | 00.0% | Unchanged |
| Doheny Asset Management | 2,000 | $1.15M | 0.78% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 2,002 | $1.15M | 0.44% | +10.0% | Added |
| Centerpoint Advisors, LLC | 2,008 | $1.15M | 0.40% | 00.0% | Unchanged |
| Asset Planning Corporation | 2,012 | $1.15M | 0.75% | +2+0.1% | Added |
| Chapman Investment Management, LLC | 2,021 | $1.16M | 0.85% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 2,015 | $1.16M | 0.34% | +456+29.2% | Added |
| Lincoln Capital Corp | 2,024 | $1.16M | 0.47% | −62−3.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,025 | $1.16M | 0.85% | +26+1.3% | Added |
| Gibbs Wealth Management | 2,025 | $1.16M | 0.38% | +2,025 | New |
| Spence Asset Management | 2,026 | $1.16M | 0.28% | −13,005−86.5% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,027 | $1.16M | 0.29% | −10−0.5% | Reduced |
| Marino, Stram & Associates LLC | 2,029 | $1.16M | 0.26% | +107+5.6% | Added |
| Charles Schwab Trust Co | 2,041 | $1.17M | 0.10% | −122−5.6% | Reduced |
| TCFG Wealth Management, LLC | 2,043 | $1.17M | 0.59% | +2,043 | New |
| Alpine Global Management, LLC | 2,044 | $1.17M | 0.28% | +2,044 | New |
| Mark Sheptoff Financial Planning, LLC | 2,045 | $1.17M | 0.62% | −101−4.7% | Reduced |
| Archer Investment Corp | 2,048 | $1.18M | 0.32% | −172−7.7% | Reduced |
| Yarger Wealth Strategies, LLC | 2,049 | $1.18M | 0.65% | +6+0.3% | Added |
| Prossimo Advisors, LLC | 2,050 | $1.18M | 0.86% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 2,050 | $1.18M | 0.63% | +163+8.6% | Added |
| Viewpoint Capital Management LLC | 2,060 | $1.18M | 0.66% | −5−0.2% | Reduced |
| Leisure Capital Management | 2,054 | $1.18M | 0.50% | −204−9.0% | Reduced |
| Buffington Mohr McNeal | 2,061 | $1.18M | 0.19% | +63+3.2% | Added |
| United Community Bank | 2,062 | $1.18M | 0.46% | −45−2.1% | Reduced |
| Pathway Financial Advisers, LLC | 2,067 | $1.19M | 0.54% | +30+1.5% | Added |
| Heartwood Wealth Advisors LLC | 2,068 | $1.19M | 0.13% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,070 | $1.19M | 0.11% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2,075 | $1.19M | 0.26% | +9+0.4% | Added |
| Navalign, LLC | 2,077 | $1.19M | 0.35% | +134+6.9% | Added |
| Independent Investors Inc | 2,089 | $1.20M | 0.24% | +334+19.0% | Added |
| Green Square Capital Advisors LLC | 2,100 | $1.20M | 0.17% | −20,000−90.5% | Reduced |
| Papp L Roy & Associates | 2,093 | $1.20M | 0.15% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2,097 | $1.20M | 0.47% | +532+34.0% | Added |
| True Link Financial Advisors, LLC | 2,108 | $1.21M | 0.10% | +46+2.2% | Added |
| Cutler Investment Counsel LLC | 2,104 | $1.21M | 0.15% | −140−6.2% | Reduced |
| Oak Harvest Investment Services | 2,118 | $1.22M | 0.17% | +93+4.6% | Added |
| Courage Miller Partners, LLC | 2,118 | $1.22M | 0.41% | +35+1.7% | Added |
| Trinity Legacy Partners, LLC | 2,082 | $1.22M | 0.31% | +279+15.5% | Added |
| McGuire Investment Group, LLC | 2,121 | $1.22M | 0.17% | 00.0% | Unchanged |
| WealthBridge Investment Counsel Inc. | 2,122 | $1.22M | 0.43% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 2,125 | $1.22M | 0.77% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 2,127 | $1.22M | 0.18% | +13+0.6% | Added |
| Park Edge Advisors, LLC | 2,129 | $1.22M | 0.35% | +150+7.6% | Added |
| Mountain Pacific Investment Advisers Inc | 2,132 | $1.22M | 0.08% | +77+3.7% | Added |
| Main Street Research LLC | 2,125 | $1.22M | 0.08% | −1,452−40.6% | Reduced |
| Fortune Financial Advisors, LLC | 2,135 | $1.23M | 1.11% | −34−1.6% | Reduced |
| Miramar Capital, LLC | 2,141 | $1.23M | 0.29% | −25−1.2% | Reduced |
| Rockline Wealth Management, LLC | 2,141 | $1.23M | 0.35% | −337−13.6% | Reduced |
| Trust Co of Tennessee | 2,158 | $1.24M | 0.41% | 00.0% | Unchanged |
| Capital CS Group, LLC | 2,159 | $1.24M | 1.49% | −712−24.8% | Reduced |
| Vaughan & Co Securities, Inc. | 2,160 | $1.24M | 0.73% | −5−0.2% | Reduced |
| Ballast Advisors LLC | 2,162 | $1.24M | 0.38% | −96−4.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 2,165 | $1.24M | 0.73% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 2,166 | $1.24M | 1.22% | +2,166 | New |
| Hiley Hunt Wealth Management | 2,170 | $1.24M | 0.71% | −46−2.1% | Reduced |
| Orcam Financial Group | 2,178 | $1.25M | 1.21% | −1,587−42.2% | Reduced |
| Shapiro Capital Management LLC | 2,180 | $1.25M | 0.04% | −16,418−88.3% | Reduced |
| Bordeaux Wealth Advisors LLC | 2,190 | $1.26M | 0.23% | −25−1.1% | Reduced |
| MBA Advisors LLC | 2,192 | $1.26M | 0.60% | −274−11.1% | Reduced |
| Prospect Financial Services LLC | 2,195 | $1.26M | 0.78% | +1,176+115.4% | Added |
| Mayport, LLC | 2,195 | $1.26M | 0.40% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 2,201 | $1.26M | 0.83% | −6−0.3% | Reduced |
| Robinson Smith Wealth Advisors LLC | 2,202 | $1.26M | 1.07% | +51+2.4% | Added |
| West Michigan Advisors, LLC | 2,200 | $1.27M | 0.38% | +467+26.9% | Added |
| Fiduciary Group LLC | 2,207 | $1.27M | 0.13% | +3+0.1% | Added |
| PrairieView Partners, LLC | 2,209 | $1.27M | 0.13% | −13−0.6% | Reduced |
| Trevian Wealth Management LLC | 2,212 | $1.27M | 1.04% | +4+0.2% | Added |
| Kavar Capital Partners Group, LLC | 2,213 | $1.27M | 0.20% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 2,221 | $1.27M | 0.26% | −199−8.2% | Reduced |
| Armor Investment Advisors, LLC | 2,224 | $1.28M | 0.53% | +10.0% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,225 | $1.28M | 0.29% | −14−0.6% | Reduced |
| Estate Counselors, LLC | 2,225 | $1.28M | 0.13% | −10,463−82.5% | Reduced |