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 |
|---|---|---|---|---|---|
| Lynx Investment Advisory | 3,400 | $1.95M | 1.40% | −151−4.3% | Reduced |
| 360 Financial, Inc. | 3,401 | $1.95M | 0.72% | +10+0.3% | Added |
| Bright Financial Advisors, Inc. | 3,408 | $1.96M | 1.24% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3,410 | $1.96M | 0.46% | −88−2.5% | Reduced |
| Apollon Financial, LLC | 3,413 | $1.96M | 0.58% | +2,925+599.4% | Added |
| Liberty Capital Management, Inc. | 3,419 | $1.96M | 0.43% | −82−2.3% | Reduced |
| Private Capital Management LLC | 3,421 | $1.96M | 0.35% | −460−11.9% | Reduced |
| Coyle Financial Counsel LLC | 3,609 | $1.96M | 0.69% | −770−17.6% | Reduced |
| Lionsbridge Wealth Management LLC | 3,431 | $1.97M | 1.56% | −13,135−79.3% | Reduced |
| WealthPLAN Partners, LLC | 3,432 | $1.97M | 0.26% | −96−2.7% | Reduced |
| Robinson Value Management, Ltd. | 3,433 | $1.97M | 1.28% | +2,656+341.8% | Added |
| Nomura Asset Management Co Ltd | 3,442 | $1.97M | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,443 | $1.98M | 0.07% | −6,291−64.6% | Reduced |
| MontVue Capital Management, Inc. | 3,446 | $1.98M | 1.52% | −295−7.9% | Reduced |
| Ascent Group, LLC | 3,446 | $1.98M | 0.15% | +147+4.5% | Added |
| SK Wealth Management, LLC | 3,327 | $1.98M | 1.01% | +3,327 | New |
| Sensible Financial Planning & Management, LLC. | 3,453 | $1.98M | 0.39% | +3,453 | New |
| Country Trust Bank | 3,455 | $1.98M | 0.05% | −64−1.8% | Reduced |
| SignalPoint Asset Management, LLC | 3,480 | $1.99M | 0.46% | +9+0.3% | Added |
| Headinvest, LLC | 3,468 | $1.99M | 0.37% | −177−4.9% | Reduced |
| Mainstream Capital Management LLC | 3,471 | $1.99M | 1.69% | +3,471 | New |
| NorthStar Asset Management LLC | 3,482 | $2.00M | 1.33% | +181+5.5% | Added |
| Maia Wealth LLC | 3,449 | $2.00M | 0.49% | +87+2.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,483 | $2.00M | 0.49% | −300−7.9% | Reduced |
| Agate Pass Investment Management, LLC | 3,484 | $2.00M | 1.00% | −517−12.9% | Reduced |
| GW Henssler & Associates Ltd | 3,485 | $2.00M | 0.11% | −94−2.6% | Reduced |
| Manchester Financial Inc | 3,504 | $2.01M | 0.44% | +20+0.6% | Added |
| Leslie Global Wealth, LLC | 3,505 | $2.01M | 0.98% | +1,584+82.5% | Added |
| Johnson Financial Group, LLC | 3,513 | $2.02M | 0.24% | +2,977+555.4% | Added |
| Whalerock Point Partners, LLC | 3,524 | $2.02M | 0.48% | +5+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 3,528 | $2.02M | 0.19% | −619−14.9% | Reduced |
| Ardmore Road Asset Management LP | 3,528 | $2.02M | 0.26% | +3,528 | New |
| Sensible Money, LLC | 3,533 | $2.03M | 0.89% | +1,149+48.2% | Added |
| LGT Financial Advisors LLC | 3,533 | $2.03M | 5.00% | −204−5.5% | Reduced |
| LVW Advisors, LLC | 3,534 | $2.03M | 0.26% | +539+18.0% | Added |
| Capital Research Global Investors | 3,550 | $2.03M | 0.00% | −477−11.8% | Reduced |
| Invesco Ltd. | 3,549 | $2.04M | 0.00% | −1,183−25.0% | Reduced |
| Arbor Wealth Advisors LLC | 3,558 | $2.04M | 1.84% | 00.0% | Unchanged |
| Permanens Capital L.P. | 3,548 | $2.04M | 0.41% | +36+1.0% | Added |
| Traphagen Investment Advisors LLC | 3,571 | $2.05M | 0.21% | −725−16.9% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,575 | $2.05M | 0.13% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3,579 | $2.05M | 0.37% | +141+4.1% | Added |
| Oberweis Asset Management Inc | 3,579 | $2.05M | 0.11% | −6−0.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 3,580 | $2.05M | 0.25% | −83−2.3% | Reduced |
| Marshall Financial Group LLC | 3,581 | $2.05M | 0.49% | +48+1.4% | Added |
| McCarthy & Cox | 3,584 | $2.06M | 0.79% | +81+2.3% | Added |
| LMR Partners LLP | 3,589 | $2.06M | 0.05% | +3,589 | New |
| Graybill Bartz & Assoc Ltd | 3,590 | $2.06M | 0.76% | −103−2.8% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $2.06M | 0.34% | 00.0% | Unchanged |
| Sentry LLC | 3,594 | $2.06M | 0.40% | 00.0% | Unchanged |
| Holistic Planning, LLC | 3,602 | $2.07M | 0.87% | +90+2.6% | Added |
| Wellington Shields & Co., LLC | 3,603 | $2.07M | 0.63% | +369+11.4% | Added |
| Smith, Salley & Associates | 3,613 | $2.07M | 0.14% | +235+7.0% | Added |
| Confluence Wealth Services, Inc. | 3,625 | $2.08M | 0.15% | −1,588−30.5% | Reduced |
| Renaissance Investment Group LLC | 3,631 | $2.08M | 0.43% | −16−0.4% | Reduced |
| Stoneridge Investment Partners LLC | 3,634 | $2.08M | 0.78% | −211−5.5% | Reduced |
| Blue Chip Partners, Inc. | 3,639 | $2.09M | 0.18% | −87−2.3% | Reduced |
| Ulland Investment Advisors, LLC | 3,648 | $2.09M | 1.53% | +807+28.4% | Added |
| Melfa Wealth Management, LLC | 3,650 | $2.09M | 1.38% | −48−1.3% | Reduced |
| Legacy Private Trust Co. | 3,651 | $2.09M | 0.14% | +60+1.7% | Added |
| Congress Asset Management Co | 3,655 | $2.10M | 0.01% | +414+12.8% | Added |
| Leith Wheeler Investment Counsel Ltd. | 3,657 | $2.10M | 0.15% | −4−0.1% | Reduced |
| Ransom Advisory, Ltd | 3,664 | $2.10M | 0.98% | −3−0.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,676 | $2.11M | 0.13% | +289+8.5% | Added |
| VeraBank, N.A. | 3,682 | $2.11M | 0.62% | −700−16.0% | Reduced |
| ICW Investment Advisors LLC | 3,688 | $2.12M | 0.88% | +10+0.3% | Added |
| Logan Capital Management Inc | 3,693 | $2.12M | 0.09% | +49+1.3% | Added |
| CFO4Life Group, LLC | 3,697 | $2.12M | 0.38% | +10.0% | Added |
| United Advisor Group, LLC | 3,705 | $2.13M | 0.48% | +555+17.6% | Added |
| Disciplined Investments, LLC | 3,705 | $2.13M | 1.05% | −40−1.1% | Reduced |
| American Planning Services, Inc. | 3,707 | $2.13M | 1.68% | −13−0.3% | Reduced |
| Selective Wealth Management, Inc. | 3,714 | $2.13M | 0.88% | −51−1.4% | Reduced |
| McBroom & Associates, LLC | 3,711 | $2.13M | 1.30% | −7−0.2% | Reduced |
| Lantern Wealth Advisors, LLC | 3,720 | $2.13M | 1.48% | +330+9.7% | Added |
| Wagner Wealth Management, LLC | 3,721 | $2.14M | 0.58% | −16−0.4% | Reduced |
| Richardson Financial Services Inc. | 3,874 | $2.14M | 1.36% | +915+30.9% | Added |
| Hutchinson Capital Management | 3,737 | $2.14M | 0.41% | +413+12.4% | Added |
| Oxbow Advisors, LLC | 3,737 | $2.14M | 0.21% | −187−4.8% | Reduced |
| Bill Few Associates, Inc. | 3,737 | $2.14M | 0.76% | +642+20.7% | Added |
| Red Wave Investments LLC | 3,743 | $2.15M | 0.75% | +100+2.7% | Added |
| Falcon Wealth Planning | 3,754 | $2.15M | 0.25% | −43−1.1% | Reduced |
| Modus Advisors, LLC | 3,755 | $2.15M | 0.71% | +88+2.4% | Added |
| Arista Wealth Management, LLC | 3,756 | $2.16M | 0.52% | −225−5.7% | Reduced |
| Sheets Smith Wealth Management | 3,757 | $2.16M | 0.26% | −385−9.3% | Reduced |
| Asset Advisors Investment Management, LLC | 3,758 | $2.16M | 0.22% | −1,905−33.6% | Reduced |
| Canal Capital Management, LLC | 3,759 | $2.16M | 0.34% | −23−0.6% | Reduced |
| FMB Wealth Management | 3,775 | $2.17M | 1.22% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 3,789 | $2.17M | 0.93% | −265−6.5% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,774 | $2.18M | 1.04% | −103−2.7% | Reduced |
| Barr E S & Co | 3,803 | $2.18M | 0.14% | −125−3.2% | Reduced |
| Bank of Nova Scotia Trust Co | 3,810 | $2.19M | 0.22% | +15+0.4% | Added |
| Safeguard Financial, LLC | 3,812 | $2.19M | 0.52% | +166+4.6% | Added |
| Silvia McColl Wealth Management, LLC | 3,825 | $2.19M | 1.64% | +40+1.1% | Added |
| Affinity Wealth Management LLC | 3,825 | $2.19M | 0.39% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 3,826 | $2.20M | 0.78% | −18−0.5% | Reduced |
| BCS Wealth Management | 3,827 | $2.20M | 0.93% | +41+1.1% | Added |
| SGL Investment Advisors, Inc. | 3,708 | $2.20M | 1.13% | +3,708 | New |
| CCG Wealth Management, LLC | 3,860 | $2.21M | 1.24% | −14−0.4% | Reduced |
| Sierra Summit Advisors LLC | 3,866 | $2.22M | 0.51% | +102+2.7% | Added |
| Cambridge Advisors Inc. | 3,873 | $2.22M | 0.49% | −218−5.3% | Reduced |