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 |
|---|---|---|---|---|---|
| Archford Capital Strategies, LLC | 3,813 | $2.23M | 0.34% | +10.0% | Added |
| Moss Adams Wealth Advisors LLC | 3,872 | $2.23M | 0.24% | +7+0.2% | Added |
| Denver Wealth Management, Inc. | 3,887 | $2.23M | 1.03% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 3,894 | $2.23M | 0.38% | −87−2.2% | Reduced |
| JSF Financial, LLC | 3,915 | $2.25M | 0.66% | +60+1.6% | Added |
| Sculati Wealth Management, LLC | 3,916 | $2.25M | 0.90% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 3,919 | $2.25M | 0.94% | −145−3.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,880 | $2.25M | 0.77% | −17−0.4% | Reduced |
| Interchange Capital Partners, LLC | 3,926 | $2.25M | 0.80% | −1,899−32.6% | Reduced |
| Peoples Bank | 3,936 | $2.26M | 1.51% | −5−0.1% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 3,940 | $2.26M | 0.79% | +5+0.1% | Added |
| Stonegate Investment Group, LLC | 3,954 | $2.27M | 0.06% | −18−0.5% | Reduced |
| Altfest L J & Co Inc | 3,955 | $2.27M | 0.30% | +24+0.6% | Added |
| Ingalls & Snyder LLC | 3,972 | $2.28M | 0.09% | +261+7.0% | Added |
| Roberts Wealth Advisors, LLC | 3,978 | $2.28M | 0.74% | −124−3.0% | Reduced |
| Savior LLC | 3,978 | $2.28M | 12.63% | −292−6.8% | Reduced |
| White Lighthouse Investment Management Inc. | 3,983 | $2.29M | 0.41% | −95−2.3% | Reduced |
| BCR Wealth Strategies, LLC | 4,006 | $2.30M | 1.08% | −45−1.1% | Reduced |
| Delta Asset Management LLC | 4,006 | $2.30M | 0.20% | +46+1.2% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 4,010 | $2.30M | 0.40% | −129−3.1% | Reduced |
| Integral Investment Advisors, Inc. | 4,029 | $2.31M | 0.77% | +181+4.7% | Added |
| Hilltop National Bank | 4,036 | $2.32M | 0.70% | 00.0% | Unchanged |
| Davidson Trust Co | 4,049 | $2.32M | 1.19% | 00.0% | Unchanged |
| American Trust | 4,054 | $2.33M | 0.19% | −355−8.1% | Reduced |
| Grandfield & Dodd, LLC | 4,055 | $2.33M | 0.14% | +10+0.2% | Added |
| American Capital Advisory, LLC | 4,062 | $2.33M | 1.35% | +96+2.4% | Added |
| WNY Asset Management, LLC | 4,068 | $2.33M | 0.27% | +68+1.7% | Added |
| Northstar Group, Inc. | 4,071 | $2.34M | 0.41% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,079 | $2.34M | 0.23% | +1,014+33.1% | Added |
| Kornitzer Capital Management Inc | 4,085 | $2.34M | 0.04% | −20−0.5% | Reduced |
| General Partner, Inc. | 4,088 | $2.35M | 1.46% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 4,094 | $2.35M | 0.84% | −75−1.8% | Reduced |
| Wedgewood Investors Inc | 4,100 | $2.35M | 2.57% | −32−0.8% | Reduced |
| BNC Wealth Management, LLC | 4,100 | $2.35M | 0.87% | −2,114−34.0% | Reduced |
| Community Financial Services Group, LLC | 4,104 | $2.35M | 0.48% | −667−14.0% | Reduced |
| Capstone Financial Advisors, Inc. | 4,110 | $2.36M | 0.15% | +252+6.5% | Added |
| Insight 2811, Inc. | 4,149 | $2.38M | 1.19% | −220−5.0% | Reduced |
| Team Hewins, LLC | 4,142 | $2.38M | 0.91% | +188+4.8% | Added |
| Sterling Investment Counsel, LLC | 4,157 | $2.39M | 0.85% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 4,164 | $2.39M | 0.77% | −203−4.6% | Reduced |
| Allred Capital Management, LLC | 4,164 | $2.39M | 0.94% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 4,178 | $2.40M | 0.40% | +683+19.5% | Added |
| Jackson Wealth Management, LLC | 4,189 | $2.40M | 0.29% | +2,003+91.6% | Added |
| Empowered Funds, LLC | 4,190 | $2.40M | 0.04% | +55+1.3% | Added |
| Means Investment Co., Inc. | 4,194 | $2.41M | 0.27% | −108−2.5% | Reduced |
| Synergy Financial Management, LLC | 4,200 | $2.41M | 0.37% | +208+5.2% | Added |
| Greenfield Savings Bank | 4,202 | $2.41M | 1.14% | +346+9.0% | Added |
| OMNI 360 Wealth, Inc. | 4,206 | $2.41M | 1.66% | +187+4.7% | Added |
| City State Bank | 4,212 | $2.42M | 0.88% | +202+5.0% | Added |
| Savvy Advisors, Inc. | 4,231 | $2.43M | 0.49% | +1,098+35.0% | Added |
| Facet Wealth, Inc. | 4,254 | $2.43M | 0.07% | +512+13.7% | Added |
| Consolidated Portfolio Review Corp | 4,234 | $2.43M | 0.54% | +95+2.3% | Added |
| Acorn Financial Advisory Services Inc | 4,237 | $2.43M | 0.43% | −537−11.2% | Reduced |
| Lake Street Financial LLC | 4,246 | $2.44M | 0.39% | −17,901−80.8% | Reduced |
| Equita Financial Network, Inc. | 4,251 | $2.44M | 0.89% | +1,115+35.6% | Added |
| Eldridge Investment Advisors, Inc. | 4,255 | $2.44M | 0.57% | −162−3.7% | Reduced |
| Chesapeake Asset Management LLC | 4,246 | $2.44M | 2.12% | −58−1.3% | Reduced |
| Woodline Partners LP | 4,262 | $2.45M | 0.02% | +4,262 | New |
| Sawgrass Asset Management LLC | 4,276 | $2.45M | 0.26% | −10−0.2% | Reduced |
| Pin Oak Investment Advisors Inc | 4,293 | $2.46M | 2.24% | −23−0.5% | Reduced |
| Hall Laurie J Trustee | 4,295 | $2.46M | 0.78% | +8+0.2% | Added |
| Summit Global Investments | 4,304 | $2.47M | 0.16% | +355+9.0% | Added |
| Signet Financial Management, LLC | 4,305 | $2.47M | 0.31% | −94−2.1% | Reduced |
| SP Asset Management LLC | 4,330 | $2.48M | 0.21% | +87+2.1% | Added |
| Morton Capital Management LLC | 4,334 | $2.49M | 0.49% | −27−0.6% | Reduced |
| Aull & Monroe Investment Management Corp | 4,344 | $2.49M | 1.16% | −95−2.1% | Reduced |
| Forthright Family Wealth Advisory LLC | 4,104 | $2.49M | 1.60% | +449+12.3% | Added |
| Maple Capital Management, Inc. | 4,359 | $2.50M | 0.19% | −93−2.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,347 | $2.50M | 0.70% | −39−0.9% | Reduced |
| Quantum Private Wealth, LLC | 4,364 | $2.50M | 0.85% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 4,365 | $2.50M | 0.42% | +202+4.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,366 | $2.51M | 0.07% | −26−0.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,379 | $2.51M | 0.51% | −170−3.7% | Reduced |
| Rice Partnership, LLC | 4,380 | $2.51M | 0.51% | −185−4.1% | Reduced |
| Eagle Wealth Strategies LLC | 4,384 | $2.52M | 1.83% | 00.0% | Unchanged |
| Main Street Group, LTD | 4,393 | $2.52M | 0.99% | −57−1.3% | Reduced |
| Maxwell Wealth Strategies Inc. | 4,382 | $2.53M | 1.07% | −101−2.3% | Reduced |
| Tufton Capital Management | 4,405 | $2.53M | 0.47% | +312+7.6% | Added |
| Curran Financial Partners, LLC | 4,411 | $2.53M | 0.72% | +176+4.2% | Added |
| Northwest Capital Management Inc | 4,413 | $2.53M | 0.91% | −20.0% | Reduced |
| Bulltick Wealth Management, LLC | 4,405 | $2.53M | 0.63% | −9,236−67.7% | Reduced |
| Chilton Investment Co LLC | 4,422 | $2.54M | 0.07% | +1,768+66.6% | Added |
| Newbridge Financial Services Group, Inc. | 4,429 | $2.54M | 0.89% | +335+8.2% | Added |
| James Investment Research Inc | 4,440 | $2.55M | 0.29% | +27+0.6% | Added |
| Red Lighthouse Investment Management, LLC | 4,442 | $2.55M | 1.00% | −63−1.4% | Reduced |
| TPG Advisors LLC | 4,447 | $2.55M | 1.99% | +5+0.1% | Added |
| ProVise Management Group, LLC | 4,448 | $2.55M | 0.20% | −63−1.4% | Reduced |
| Cooksen Wealth, LLC | 4,455 | $2.56M | 2.39% | +8+0.2% | Added |
| Stone Point Wealth LLC | 4,472 | $2.57M | 0.83% | +356+8.6% | Added |
| Fiduciary Financial Group, LLC | 4,478 | $2.57M | 0.59% | −28−0.6% | Reduced |
| Ironwood Wealth Management, LLC. | 4,480 | $2.57M | 0.77% | −157−3.4% | Reduced |
| BluePath Capital Management, LLC | 4,482 | $2.57M | 1.61% | −484−9.7% | Reduced |
| Sound Income Strategies, LLC | 4,490 | $2.58M | 0.17% | −207−4.4% | Reduced |
| Augustine Asset Management Inc | 4,500 | $2.58M | 0.90% | −322−6.7% | Reduced |
| MPS Loria Financial Planners, LLC | 4,501 | $2.58M | 0.77% | +56+1.3% | Added |
| Insight Wealth Strategies, LLC | 4,520 | $2.59M | 0.34% | +115+2.6% | Added |
| Cutter & CO Brokerage, Inc. | 4,521 | $2.59M | 0.59% | +20.0% | Added |
| Selway Asset Management | 4,522 | $2.59M | 1.01% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 4,529 | $2.60M | 0.97% | +83+1.9% | Added |
| Yardley Wealth Management LLC | 4,541 | $2.61M | 1.55% | +4,541 | New |