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 |
|---|---|---|---|---|---|
| Navellier & Associates Inc | 2,897 | $1.66M | 0.23% | −225−7.2% | Reduced |
| Spring Capital Management, LLC | 3,900 | $1.67M | 1.35% | −690−15.0% | Reduced |
| Empire Financial Management Company, LLC | 2,910 | $1.67M | 0.51% | +5+0.2% | Added |
| Consilium Wealth Advisory, LLC | 2,910 | $1.67M | 0.91% | −407−12.3% | Reduced |
| Ami Asset Management Corp | 2,917 | $1.67M | 0.09% | +2,917 | New |
| Wellington Shields Capital Management, LLC | 2,918 | $1.67M | 0.29% | +311+11.9% | Added |
| CapWealth Advisors, LLC | 2,925 | $1.68M | 0.18% | +1,774+154.1% | Added |
| Lumbard & Kellner, LLC | 2,932 | $1.68M | 0.74% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 2,932 | $1.68M | 0.62% | −208−6.6% | Reduced |
| Exchange Bank | 2,941 | $1.69M | 1.38% | −9−0.3% | Reduced |
| Chemistry Wealth Management LLC | 2,957 | $1.70M | 0.41% | +265+9.8% | Added |
| Beta Wealth Group, Inc. | 2,959 | $1.70M | 0.77% | −33−1.1% | Reduced |
| Alaethes Wealth LLC | 2,951 | $1.70M | 0.63% | +665+29.1% | Added |
| Wolff Wiese Magana LLC | 2,964 | $1.70M | 1.16% | +837+39.4% | Added |
| Net Worth Advisory Group | 2,966 | $1.70M | 0.50% | +2,966 | New |
| Gilliland Jeter Wealth Management LLC | 2,981 | $1.71M | 0.55% | +11+0.4% | Added |
| Oarsman Capital, Inc. | 2,981 | $1.71M | 0.32% | +418+16.3% | Added |
| Investment Advisory Services Inc | 2,986 | $1.71M | 0.61% | −4−0.1% | Reduced |
| Taylor Financial Group, Inc. | 2,992 | $1.72M | 1.19% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 2,993 | $1.72M | 0.31% | +159+5.6% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,995 | $1.72M | 0.43% | +795+36.1% | Added |
| Strategies Wealth Advisors, LLC | 2,996 | $1.72M | 0.23% | −165−5.2% | Reduced |
| Nordwand Advisors, LLC | 3,000 | $1.72M | 0.46% | 00.0% | Unchanged |
| Sassicaia Capital Advisers LLC | 3,000 | $1.72M | 4.99% | +1,600+114.3% | Added |
| Mattern Capital Management, LLC | 3,000 | $1.72M | 0.22% | +49+1.7% | Added |
| Michael B. Yongue | 3,004 | $1.72M | 1.39% | −59−1.9% | Reduced |
| Meridian Financial, LLC | 3,004 | $1.72M | 1.15% | +10.0% | Added |
| Convergence Financial, LLC | 3,012 | $1.73M | 0.37% | +1,037+52.5% | Added |
| Everpar Advisors LLC | 3,014 | $1.73M | 0.89% | −383−11.3% | Reduced |
| Meeder Advisory Services, Inc. | 3,016 | $1.73M | 0.11% | −96−3.1% | Reduced |
| Congress Park Capital LLC | 3,028 | $1.74M | 0.64% | −75−2.4% | Reduced |
| TFC Financial Management | 3,028 | $1.74M | 0.27% | +2+0.1% | Added |
| Wealth Group Ltd | 3,029 | $1.74M | 0.51% | −35−1.1% | Reduced |
| CNB Bank | 3,031 | $1.74M | 0.80% | +397+15.1% | Added |
| D.B. Root & Company, LLC | 3,033 | $1.74M | 0.57% | +666+28.1% | Added |
| Sage Advisors, LLC | 3,042 | $1.75M | 1.37% | −509−14.3% | Reduced |
| Ayrshire Capital Management LLC | 3,044 | $1.75M | 0.83% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,052 | $1.75M | 0.02% | −74−2.4% | Reduced |
| Rinkey Investments | 3,053 | $1.75M | 0.57% | +177+6.2% | Added |
| Chickasaw Capital Management LLC | 3,054 | $1.75M | 0.08% | +73+2.4% | Added |
| TrueWealth Financial Partners | 3,059 | $1.76M | 1.06% | −8−0.3% | Reduced |
| Vestor Capital, LLC | 3,060 | $1.76M | 0.14% | −285−8.5% | Reduced |
| Clean Yield Group | 3,061 | $1.76M | 0.56% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,061 | $1.76M | 1.01% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 3,065 | $1.76M | 0.89% | −64−2.0% | Reduced |
| CFS Investment Advisory Services, LLC | 3,079 | $1.77M | 0.15% | −10−0.3% | Reduced |
| Northeast Financial Group, Inc. | 3,084 | $1.77M | 0.68% | +922+42.6% | Added |
| Exchange Capital Management, Inc. | 3,093 | $1.77M | 0.28% | −128−4.0% | Reduced |
| Cowa, LLC | 3,098 | $1.78M | 0.85% | −137−4.2% | Reduced |
| Cranbrook Wealth Management, LLC | 3,108 | $1.78M | 0.41% | +27+0.9% | Added |
| Prairie Sky Financial Group LLC | 3,110 | $1.78M | 1.01% | +4+0.1% | Added |
| Priebe Wealth Holdings LLC | 3,115 | $1.79M | 1.30% | −176−5.3% | Reduced |
| First PREMIER Bank | 3,119 | $1.79M | 0.45% | −90−2.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 3,111 | $1.79M | 0.13% | −31−1.0% | Reduced |
| Fairview Capital Investment Management, LLC | 3,140 | $1.80M | 0.10% | +200+6.8% | Added |
| Hanson & Doremus Investment Management | 3,145 | $1.80M | 0.29% | 00.0% | Unchanged |
| WESCAP Management Group, Inc. | 3,150 | $1.81M | 0.45% | +29+0.9% | Added |
| Violich Capital Management, Inc. | 3,153 | $1.81M | 0.24% | +13+0.4% | Added |
| Altus Wealth Management, LLC | 3,167 | $1.82M | 0.85% | −4−0.1% | Reduced |
| Powell Investment Advisors, LLC | 3,159 | $1.82M | 0.85% | +10.0% | Added |
| Costello Asset Management, INC | 3,170 | $1.82M | 1.22% | +124+4.1% | Added |
| Stonebridge Capital Advisors LLC | 3,186 | $1.83M | 0.15% | +853+36.6% | Added |
| Shaker Investments LLC | 3,191 | $1.83M | 0.76% | −12−0.4% | Reduced |
| FourThought Financial Partners, LLC | 3,195 | $1.83M | 0.22% | −17−0.5% | Reduced |
| Index Fund Advisors, Inc. | 3,204 | $1.84M | 0.10% | −2,251−41.3% | Reduced |
| WMG Financial Advisors, LLC | 3,204 | $1.84M | 0.83% | +55+1.7% | Added |
| Randolph Co Inc | 3,210 | $1.84M | 0.21% | −13−0.4% | Reduced |
| Meyer Handelman Co | 3,210 | $1.84M | 0.06% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 3,212 | $1.84M | 0.27% | +265+9.0% | Added |
| Widmann Financial Services, Inc. | 3,221 | $1.85M | 1.40% | −14−0.4% | Reduced |
| 9258 Wealth Management, LLC | 3,224 | $1.85M | 0.27% | −94−2.8% | Reduced |
| Centurion Wealth Management LLC | 3,225 | $1.85M | 0.59% | +3,225 | New |
| WealthPlan Investment Management, LLC | 3,231 | $1.85M | 0.19% | +266+9.0% | Added |
| Geneva Partners, LLC | 3,240 | $1.86M | 0.80% | +100+3.2% | Added |
| Wambolt & Associates, LLC | 3,275 | $1.86M | 0.51% | +116+3.7% | Added |
| Claret Asset Management Corp | 3,276 | $1.88M | 0.31% | −21−0.6% | Reduced |
| Halter Ferguson Financial Inc. | 3,303 | $1.90M | 1.07% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 3,304 | $1.90M | 0.86% | +19+0.6% | Added |
| Toroso Investments, LLC | 3,315 | $1.90M | 0.02% | +2,749+485.7% | Added |
| Family Asset Management, LLC | 3,318 | $1.90M | 1.14% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,324 | $1.91M | 0.24% | +10.0% | Added |
| Curbstone Financial Management Corp | 3,327 | $1.91M | 0.41% | −20−0.6% | Reduced |
| Naviter Wealth, LLC | 3,325 | $1.91M | 0.27% | −70−2.1% | Reduced |
| Financial Security Advisor, Inc. | 3,336 | $1.91M | 0.48% | +64+2.0% | Added |
| Campbell Wealth Management | 3,341 | $1.92M | 0.17% | −140−4.0% | Reduced |
| Auour Investments LLC | 3,298 | $1.92M | 0.69% | +18+0.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,344 | $1.92M | 0.74% | +4+0.1% | Added |
| Garner Asset Management Corp | 3,349 | $1.92M | 0.88% | +8+0.2% | Added |
| Fiduciary Family Office, LLC | 3,355 | $1.92M | 0.64% | −152−4.3% | Reduced |
| River Wealth Advisors LLC | 3,362 | $1.93M | 0.26% | +40+1.2% | Added |
| Edgar Lomax Co | 3,368 | $1.93M | 0.12% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 3,368 | $1.93M | 1.06% | −267−7.3% | Reduced |
| Summit Asset Management, LLC | 3,387 | $1.94M | 0.37% | +47+1.4% | Added |
| RTD Financial Advisors, Inc. | 3,388 | $1.94M | 0.25% | −161−4.5% | Reduced |
| Significant Wealth Partners LLC | 3,392 | $1.95M | 1.01% | +25+0.7% | Added |
| Arbor Investment Advisors, LLC | 3,395 | $1.95M | 0.26% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 3,579 | $1.95M | 1.43% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 3,396 | $1.95M | 0.76% | −925−21.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 3,396 | $1.95M | 0.49% | −68−2.0% | Reduced |
| Clarkston Capital Partners, LLC | 3,397 | $1.95M | 0.04% | −1,090−24.3% | Reduced |