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 |
|---|---|---|---|---|---|
| N.E.W. Advisory Services LLC | 2,227 | $1.28M | 0.13% | +79+3.7% | Added |
| Hillman Capital Management, Inc. | 2,228 | $1.28M | 0.44% | +2,228 | New |
| Awm Capital, LLC | 2,227 | $1.28M | 0.15% | −155−6.5% | Reduced |
| Excalibur Management Corp | 2,236 | $1.28M | 0.49% | −32−1.4% | Reduced |
| Von Berge Wealth Management Group, LLC | 2,175 | $1.29M | 0.80% | −23−1.0% | Reduced |
| Francis Financial, Inc. | 2,241 | $1.29M | 0.34% | +4+0.2% | Added |
| Kuhn & Co Investment Counsel | 2,245 | $1.29M | 1.10% | −21−0.9% | Reduced |
| Toth Financial Advisory Corp | 2,245 | $1.29M | 0.15% | −58−2.5% | Reduced |
| Consilio Wealth Advisors, LLC | 2,250 | $1.29M | 0.53% | −29−1.3% | Reduced |
| Westwood Wealth Management | 2,251 | $1.29M | 0.51% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 2,251 | $1.29M | 0.24% | +15+0.7% | Added |
| FinTrust Capital Advisors, LLC | 2,252 | $1.29M | 0.22% | +30+1.4% | Added |
| Atwood & Palmer Inc | 2,254 | $1.29M | 0.09% | −14−0.6% | Reduced |
| W.H. Cornerstone Investments Inc. | 2,256 | $1.29M | 0.87% | −641−22.1% | Reduced |
| Shelton Capital Management | 2,256 | $1.29M | 0.03% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,256 | $1.29M | 0.17% | +8+0.4% | Added |
| Darrow Company, Inc. | 2,259 | $1.30M | 0.75% | +12+0.5% | Added |
| Westfuller Advisors, LLC | 2,253 | $1.30M | 0.93% | +2,253 | New |
| Cypress Asset Management Inc | 2,263 | $1.30M | 0.32% | −329−12.7% | Reduced |
| Criterion Capital Advisors, LLC | 2,388 | $1.30M | 0.82% | 00.0% | Unchanged |
| Parthenon LLC | 2,266 | $1.30M | 0.16% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,273 | $1.30M | 0.22% | +948+71.5% | Added |
| Missouri Trust & Investment Co | 2,274 | $1.30M | 0.46% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,276 | $1.31M | 0.24% | −10.0% | Reduced |
| Intellectus Partners, LLC | 2,274 | $1.31M | 0.33% | 00.0% | Unchanged |
| Janney Capital Management LLC | 2,283 | $1.31M | 0.09% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 2,260 | $1.31M | 0.63% | +986+77.4% | Added |
| Reuter James Wealth Management, LLC | 2,286 | $1.31M | 0.24% | +440+23.8% | Added |
| Davis Capital Management | 2,292 | $1.32M | 1.04% | +43+1.9% | Added |
| Baker Boyer National Bank | 2,298 | $1.32M | 0.44% | 00.0% | Unchanged |
| NCP Inc. | 2,301 | $1.32M | 0.75% | +177+8.3% | Added |
| ESL Trust Services, LLC | 2,302 | $1.32M | 0.30% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 2,220 | $1.32M | 0.72% | +1,391+167.8% | Added |
| Santori & Peters | 2,313 | $1.33M | 0.53% | +2,313 | New |
| Northwest Investment Counselors, LLC | 2,314 | $1.33M | 0.30% | +10.0% | Added |
| Penbrook Management LLC | 2,315 | $1.33M | 0.86% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 2,316 | $1.33M | 0.68% | +1,440+164.4% | Added |
| Collaborative Wealth Managment Inc. | 2,318 | $1.33M | 0.60% | −64−2.7% | Reduced |
| Midwest Financial Group LLC | 2,321 | $1.33M | 0.78% | +20+0.9% | Added |
| Austin Wealth Management, LLC | 2,347 | $1.33M | 0.29% | −144−5.8% | Reduced |
| Alpha Omega Wealth Management LLC | 2,326 | $1.33M | 0.25% | −10−0.4% | Reduced |
| Roberts Capital Advisors, LLC | 2,327 | $1.34M | 1.14% | +443+23.5% | Added |
| Windward Capital Management Co | 2,328 | $1.34M | 0.10% | +2,328 | New |
| Moisand Fitzgerald Tamayo, LLC | 2,329 | $1.34M | 0.18% | −74−3.1% | Reduced |
| Acorn Wealth Advisors, LLC | 2,332 | $1.34M | 0.57% | −164−6.6% | Reduced |
| HF Advisory Group, LLC | 2,333 | $1.34M | 0.62% | +826+54.8% | Added |
| Quartz Partners, LLC | 2,348 | $1.35M | 0.84% | +2,348 | New |
| Townsend Asset Management Corp | 2,353 | $1.35M | 0.50% | −44−1.8% | Reduced |
| Bruce G. Allen Investments, LLC | 2,354 | $1.35M | 1.05% | +8+0.3% | Added |
| Duncan Williams Asset Management, LLC | 2,359 | $1.35M | 0.75% | +351+17.5% | Added |
| Weatherly Asset Management L. P. | 2,359 | $1.36M | 0.12% | +722+44.1% | Added |
| Fingerlakes Wealth Management, Inc. | 2,366 | $1.36M | 1.13% | +8+0.3% | Added |
| Coastal Investment Advisors, Inc. | 2,323 | $1.36M | 0.62% | −3,232−58.2% | Reduced |
| Dearborn Partners LLC | 2,368 | $1.36M | 0.06% | −15−0.6% | Reduced |
| Silverleafe Capital Partners, LLC | 2,372 | $1.36M | 0.48% | +4+0.2% | Added |
| First Trust Investment Solutions L.P. | 2,373 | $1.36M | 0.15% | +1,417+148.2% | Added |
| Tranquilli Financial Advisor LLC | 2,378 | $1.36M | 0.86% | +330+16.1% | Added |
| Tranquility Partners, LLC | 2,378 | $1.36M | 0.49% | −43−1.8% | Reduced |
| Richard W. Paul & Associates, LLC | 2,379 | $1.36M | 0.49% | +73+3.2% | Added |
| Trinity Wealth Management, LLC | 2,383 | $1.37M | 0.63% | +2,383 | New |
| Founders Financial Securities LLC | 2,385 | $1.37M | 0.13% | −198−7.7% | Reduced |
| Dana Investment Advisors, Inc. | 2,391 | $1.37M | 0.05% | −98−3.9% | Reduced |
| Formidable Asset Management, LLC | 3,381 | $1.37M | 0.22% | −788−18.9% | Reduced |
| Welch Group, LLC | 2,392 | $1.37M | 0.06% | +114+5.0% | Added |
| FSM Wealth Advisors, LLC | 2,394 | $1.37M | 0.36% | +39+1.7% | Added |
| EagleClaw Capital Managment, LLC | 2,398 | $1.38M | 0.23% | 00.0% | Unchanged |
| Prostatis Group LLC | 2,399 | $1.38M | 0.45% | −27,001−91.8% | Reduced |
| Trillium Asset Management, LLC | 2,419 | $1.39M | 0.03% | −294−10.8% | Reduced |
| Yeomans Consulting Group, Inc. | 2,433 | $1.40M | 0.52% | +86+3.7% | Added |
| Upper Left Wealth Management, LLC | 2,480 | $1.40M | 1.22% | −65−2.6% | Reduced |
| Monetary Management Group Inc | 2,440 | $1.40M | 0.36% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 2,441 | $1.40M | 0.88% | −116−4.5% | Reduced |
| Two Sigma Securities, LLC | 2,447 | $1.40M | 0.11% | −3,946−61.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,455 | $1.41M | 0.30% | 00.0% | Unchanged |
| Friedenthal Financial | 2,457 | $1.41M | 0.83% | +305+14.2% | Added |
| Sym Financial Corp | 2,458 | $1.41M | 0.19% | +18+0.7% | Added |
| LexAurum Advisors, LLC | 2,460 | $1.41M | 0.31% | +112+4.8% | Added |
| Bleichroeder LP | 2,470 | $1.42M | 0.38% | 00.0% | Unchanged |
| Palo Alto Wealth Advisors, LLC | 2,426 | $1.42M | 0.59% | −2−0.1% | Reduced |
| Werba Rubin Papier Wealth Management | 2,477 | $1.42M | 0.33% | +581+30.6% | Added |
| Tanglewood Wealth Management, Inc. | 2,478 | $1.42M | 0.16% | +2,478 | New |
| Delta Financial Group, Inc. | 2,480 | $1.42M | 0.53% | −251−9.2% | Reduced |
| Able Wealth Management LLC | 2,484 | $1.43M | 1.08% | +59+2.4% | Added |
| Seeds Investor LLC | 2,491 | $1.43M | 0.53% | +1,060+74.1% | Added |
| Saxony Capital Management, LLC | 2,494 | $1.43M | 1.31% | +44+1.8% | Added |
| Matthew Goff Investment Advisor, LLC | 2,495 | $1.43M | 0.27% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,500 | $1.43M | 0.89% | +401+19.1% | Added |
| Primoris Wealth Advisors, LLC | 2,500 | $1.43M | 1.04% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 2,504 | $1.44M | 1.21% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 2,512 | $1.44M | 0.50% | +1,021+68.5% | Added |
| American Financial Advisors, LLC | 2,512 | $1.44M | 0.20% | +250+11.1% | Added |
| EPG Wealth Management LLC | 2,515 | $1.44M | 0.36% | +2,515 | Added |
| WoodTrust Financial Corp | 2,516 | $1.44M | 0.21% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 2,524 | $1.45M | 0.24% | +173+7.4% | Added |
| Fountainhead AM, LLC | 2,526 | $1.45M | 0.30% | −1,513−37.5% | Reduced |
| Martel Wealth Advisors Inc | 2,529 | $1.45M | 0.30% | −86−3.3% | Reduced |
| Castle Wealth Management LLC | 2,525 | $1.45M | 0.58% | +8+0.3% | Added |
| Narus Financial Partners, LLC | 2,533 | $1.45M | 0.52% | −57−2.2% | Reduced |
| FSA Advisors, Inc. | 2,590 | $1.45M | 1.45% | −101−3.8% | Reduced |
| Clarity Capital Partners LLC | 2,536 | $1.46M | 0.86% | −70−2.7% | Reduced |