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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 2,559 | $1.47M | 0.15% | +60+2.4% | Added |
| Southeast Asset Advisors Inc. | 2,560 | $1.47M | 0.16% | +2+0.1% | Added |
| Professional Advisory Services Inc | 2,562 | $1.47M | 0.19% | −180−6.6% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 2,554 | $1.47M | 0.62% | −79−3.0% | Reduced |
| Glassy Mountain Advisors, Inc. | 2,569 | $1.47M | 0.52% | +2,569 | New |
| JT Stratford LLC | 2,569 | $1.47M | 0.25% | −74−2.8% | Reduced |
| O'Rourke & Company, Inc | 2,580 | $1.48M | 0.74% | −17−0.7% | Reduced |
| CORDA Investment Management, LLC. | 2,583 | $1.48M | 0.12% | −483−15.8% | Reduced |
| Cambridge Financial Group, LLC | 2,584 | $1.48M | 0.62% | −199−7.2% | Reduced |
| RiverGlades Family Offices LLC | 2,589 | $1.49M | 1.06% | +18+0.7% | Added |
| Heritage Financial Services, LLC | 2,595 | $1.49M | 0.20% | −87−3.2% | Reduced |
| Wexford Capital LP | 2,596 | $1.49M | 0.36% | 00.0% | Unchanged |
| Elevatus Welath Management | 2,599 | $1.49M | 0.49% | +889+52.0% | Added |
| Retirement Guys Formula LLC | 2,602 | $1.49M | 0.69% | −160−5.8% | Reduced |
| Sunpointe, LLC | 2,595 | $1.49M | 1.23% | +864+49.9% | Added |
| Retirement Investment Advisors, Inc. | 2,605 | $1.49M | 0.16% | +622+31.4% | Added |
| Old Mission Investment Co LLC | 2,610 | $1.50M | 0.46% | −2−0.1% | Reduced |
| Grant/GrossMendelsohn, LLC | 2,614 | $1.50M | 0.65% | +68+2.7% | Added |
| Long Road Investment Counsel, LLC | 2,614 | $1.50M | 0.60% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 2,616 | $1.50M | 0.37% | +988+60.7% | Added |
| Monterey Private Wealth, Inc. | 2,619 | $1.50M | 0.51% | +63+2.5% | Added |
| Oak Harbor Wealth Partners, LLC | 2,620 | $1.50M | 0.44% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 2,622 | $1.50M | 0.25% | +146+5.9% | Added |
| Darden Wealth Group Inc | 2,622 | $1.50M | 1.08% | +26+1.0% | Added |
| DGS Capital Management, LLC | 2,626 | $1.51M | 0.41% | −159−5.7% | Reduced |
| Cambridge Capital Management, LLC | 2,630 | $1.51M | 0.99% | −36−1.4% | Reduced |
| Hudson Value Partners, LLC | 2,630 | $1.51M | 0.59% | +315+13.6% | Added |
| Lee Danner & Bass Inc | 2,638 | $1.51M | 0.11% | −43−1.6% | Reduced |
| Vaughan David Investments LLC | 2,640 | $1.51M | 0.03% | −418−13.7% | Reduced |
| Resources Management Corp | 2,642 | $1.52M | 0.20% | −3−0.1% | Reduced |
| SS&H Financial Advisors, Inc. | 2,648 | $1.52M | 0.55% | +8+0.3% | Added |
| Investors Asset Management of Georgia Inc | 2,648 | $1.52M | 0.72% | +189+7.7% | Added |
| Independent Wealth Network Inc. | 2,653 | $1.52M | 0.67% | −1,134−29.9% | Reduced |
| First Personal Financial Services | 2,653 | $1.52M | 0.32% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,660 | $1.53M | 0.13% | +1,000+60.2% | Added |
| Proathlete Wealth Management LLC | 2,660 | $1.53M | 0.63% | +8+0.3% | Added |
| American Capital Management Inc | 2,666 | $1.53M | 0.05% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,666 | $1.53M | 0.17% | +38+1.4% | Added |
| Aire Advisors, LLC | 2,671 | $1.53M | 0.34% | +24+0.9% | Added |
| Financial Council Asset Management Inc | 2,672 | $1.53M | 0.80% | 00.0% | Unchanged |
| Planning Capital Management Corp | 2,673 | $1.53M | 1.02% | +747+38.8% | Added |
| Riverstone Advisors, LLC | 2,689 | $1.54M | 0.90% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 2,694 | $1.55M | 0.90% | +590+28.0% | Added |
| Wintrust Investments LLC | 2,696 | $1.55M | 1.14% | −21,465−88.8% | Reduced |
| Guardian Asset Advisors, LLC | 2,701 | $1.55M | 1.05% | −2,114−43.9% | Reduced |
| Triangle Securities Wealth Management | 2,706 | $1.55M | 0.40% | +112+4.3% | Added |
| Sterling Financial Planning, Inc. | 2,712 | $1.56M | 0.57% | −8−0.3% | Reduced |
| Parker Financial LLC | 2,718 | $1.56M | 0.78% | −1,294−32.3% | Reduced |
| Capital Planning Advisors, LLC | 2,727 | $1.56M | 0.24% | 00.0% | Unchanged |
| Parkside Advisors LLC | 2,723 | $1.57M | 0.37% | −145−5.1% | Reduced |
| Forte Capital LLC | 2,739 | $1.57M | 0.18% | −155−5.4% | Reduced |
| Fortem Financial Group, LLC | 2,740 | $1.57M | 0.64% | +53+2.0% | Added |
| JGP Wealth Management, LLC | 2,742 | $1.57M | 0.20% | +1,867+213.4% | Added |
| Valtinson Bruner Financial Planning LLC | 2,743 | $1.57M | 0.55% | −5−0.2% | Reduced |
| Bourgeon Capital Management LLC | 2,745 | $1.57M | 0.30% | +18+0.7% | Added |
| Mosley Wealth Management | 2,700 | $1.58M | 1.08% | +987+57.6% | Added |
| Clearwater Capital Advisors, LLC | 2,747 | $1.58M | 0.15% | −205−6.9% | Reduced |
| Lantz Financial LLC | 2,747 | $1.58M | 0.43% | +12+0.4% | Added |
| Beaton Management Co. Inc. | 2,749 | $1.58M | 0.80% | +160+6.2% | Added |
| Fulton Bank, N.A. | 2,751 | $1.58M | 0.06% | −397−12.6% | Reduced |
| Capital Investment Counsel, LLC | 2,751 | $1.58M | 0.27% | 00.0% | Unchanged |
| Caitlin John, LLC | 2,645 | $1.58M | 1.02% | +29+1.1% | Added |
| Front Row Advisors LLC | 2,754 | $1.59M | 0.57% | −155−5.3% | Reduced |
| Goodman Financial Corp | 2,765 | $1.59M | 0.35% | −6−0.2% | Reduced |
| Occidental Asset Management, LLC | 2,766 | $1.59M | 0.26% | +146+5.6% | Added |
| Sutton Place Investors LLC | 2,768 | $1.59M | 0.97% | 00.0% | Unchanged |
| Old Port Advisors | 2,768 | $1.59M | 0.44% | −74−2.6% | Reduced |
| MSH Capital Advisors LLC | 2,781 | $1.60M | 0.49% | −252−8.3% | Reduced |
| Fermata Advisors, LLC | 2,783 | $1.60M | 0.32% | −73−2.6% | Reduced |
| Front Street Capital Management, Inc. | 2,791 | $1.60M | 0.26% | −113−3.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,794 | $1.60M | 0.49% | −35−1.2% | Reduced |
| Core Wealth Advisors, Inc. | 2,794 | $1.60M | 0.51% | 00.0% | Unchanged |
| Philadelphia Trust Co | 2,796 | $1.60M | 0.12% | +13+0.5% | Added |
| Bristol Gate Capital Partners Inc. | 2,806 | $1.61M | 0.07% | +842+42.9% | Added |
| Prosperity Financial Group, Inc. | 2,811 | $1.61M | 0.91% | −180−6.0% | Reduced |
| Wallace Capital Management Inc. | 2,818 | $1.62M | 0.22% | +154+5.8% | Added |
| ERn Financial, LLC | 2,822 | $1.62M | 0.25% | +917+48.1% | Added |
| Summit Investment Advisory Services, LLC | 2,823 | $1.62M | 0.86% | +2,319+460.1% | Added |
| Triton Wealth Management, PLLC | 2,849 | $1.62M | 0.92% | +210+8.0% | Added |
| Culbertson A N & Co Inc | 2,826 | $1.62M | 0.26% | −20−0.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,832 | $1.63M | 0.57% | +18+0.6% | Added |
| LaFleur & Godfrey LLC | 2,837 | $1.63M | 0.22% | −30−1.0% | Reduced |
| Cannon Financial Strategists, Inc. | 2,847 | $1.63M | 0.29% | +111+4.1% | Added |
| High Probability Advisors, LLC | 2,851 | $1.64M | 0.28% | −93−3.2% | Reduced |
| Summit X, LLC | 3,008 | $1.64M | 0.40% | −1,003−25.0% | Reduced |
| GQG Partners LLC | 2,861 | $1.64M | 0.00% | +1,413+97.6% | Added |
| Caxton Corp | 2,867 | $1.64M | 6.81% | +998+53.4% | Added |
| Citizens & Northern Corp | 2,871 | $1.65M | 0.49% | −18−0.6% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,760 | $1.65M | 1.00% | −25−0.9% | Reduced |
| Register Financial Advisors LLC | 2,873 | $1.65M | 0.85% | +10.0% | Added |
| White Knight Strategic Wealth Advisors, LLC | 2,880 | $1.65M | 1.50% | −236−7.6% | Reduced |
| Newton One Investments LLC | 2,881 | $1.65M | 0.66% | +1,447+100.9% | Added |
| Chartwell Investment Partners, LLC | 2,882 | $1.65M | 0.06% | −121−4.0% | Reduced |
| Birch Hill Investment Advisors LLC | 2,884 | $1.65M | 0.08% | +2+0.1% | Added |
| Suncoast Equity Management | 2,884 | $1.65M | 0.19% | +118+4.3% | Added |
| Mandatum Life Insurance Co Ltd | 2,885 | $1.66M | 0.51% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,878 | $1.66M | 0.50% | −1,228−29.9% | Reduced |
| Private Capital Advisors, Inc. | 2,886 | $1.66M | 0.18% | +50+1.8% | Added |
| MA Private Wealth | 2,887 | $1.66M | 0.31% | −76−2.6% | Reduced |
| Integrity Wealth Solutions LLC | 2,884 | $1.66M | 0.97% | −123−4.1% | Reduced |