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 |
|---|---|---|---|---|---|
| Patriot Investment Management Inc. | 4,543 | $2.61M | 0.19% | −350−7.2% | Reduced |
| Blueprint Investment Partners LLC | 4,557 | $2.61M | 0.47% | −95−2.0% | Reduced |
| Stokes Family Office, LLC | 4,573 | $2.62M | 0.29% | +301+7.0% | Added |
| Nemes Rush Group LLC | 5,018 | $2.62M | 0.38% | −120−2.3% | Reduced |
| Bennett Selby Investments LP | 4,587 | $2.63M | 1.11% | −6−0.1% | Reduced |
| Affinity Capital Advisors, LLC | 4,588 | $2.63M | 0.51% | −29−0.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,533 | $2.63M | 0.63% | +6+0.1% | Added |
| Builder Investment Group Inc | 4,589 | $2.63M | 0.71% | −34−0.7% | Reduced |
| Cooper/Haims Advisors, LLC | 4,595 | $2.64M | 1.45% | +20.0% | Added |
| Bridges Investment Management Inc | 4,603 | $2.64M | 0.04% | −220−4.6% | Reduced |
| Bull Street Advisors, LLC | 4,607 | $2.64M | 1.23% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,614 | $2.65M | 0.24% | −146−3.1% | Reduced |
| Marshall & Sullivan Inc | 4,619 | $2.65M | 1.27% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 4,644 | $2.66M | 0.48% | +3,997+617.8% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,646 | $2.67M | 1.53% | +128+2.8% | Added |
| SeaBridge Investment Advisors LLC | 4,655 | $2.67M | 0.65% | 00.0% | Unchanged |
| Parkside Investments, LLC | 4,659 | $2.67M | 0.40% | −2,050−30.6% | Reduced |
| Cahaba Wealth Management, Inc. | 4,661 | $2.67M | 0.22% | +48+1.0% | Added |
| Olistico Wealth, LLC | 4,671 | $2.68M | 1.64% | −389−7.7% | Reduced |
| TNF LLC | 4,633 | $2.68M | 0.97% | −10.0% | Reduced |
| Options Solutions, LLC | 4,694 | $2.69M | 1.30% | 00.0% | Unchanged |
| Bangor Savings Bank | 4,697 | $2.69M | 0.25% | −392−7.7% | Reduced |
| AlphaQ Advisors LLC | 4,708 | $2.70M | 7.54% | −100−2.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 4,718 | $2.71M | 0.24% | −565−10.7% | Reduced |
| EdgeRock Capital LLC | 4,721 | $2.71M | 1.90% | +10.0% | Added |
| Cadinha & Co LLC | 4,726 | $2.71M | 0.46% | −33−0.7% | Reduced |
| Clarity Capital Advisors, LLC | 4,739 | $2.72M | 1.95% | −10.0% | Reduced |
| Madrona Financial Services, LLC | 4,743 | $2.72M | 0.76% | −41−0.9% | Reduced |
| Encompass More Asset Management | 4,745 | $2.72M | 1.04% | +4,745 | New |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 4,752 | $2.73M | 0.10% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 4,753 | $2.73M | 0.12% | +600+14.4% | Added |
| Trilogy Capital Inc. | 4,760 | $2.73M | 0.14% | −33,244−87.5% | Reduced |
| Asset Allocation Strategies LLC | 4,764 | $2.73M | 0.78% | −2,509−34.5% | Reduced |
| Tidemark, LLC | 4,768 | $2.74M | 1.12% | −197−4.0% | Reduced |
| TBH Global Asset Management, LLC | 4,782 | $2.74M | 0.60% | +127+2.7% | Added |
| Financial Synergies Wealth Advisors, Inc. | 4,787 | $2.75M | 0.34% | −332−6.5% | Reduced |
| Noked Israel Ltd | 4,794 | $2.75M | 0.60% | 00.0% | Unchanged |
| LMCG Investments, LLC | 4,799 | $2.75M | 0.17% | −10,717−69.1% | Reduced |
| Searle & Co. | 4,806 | $2.76M | 0.69% | −132−2.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,816 | $2.76M | 0.37% | +185+4.0% | Added |
| Tudor Financial Inc. | 4,824 | $2.77M | 1.70% | +4,824 | New |
| Longview Financial Advisors, Inc. | 4,825 | $2.77M | 2.03% | +10+0.2% | Added |
| Zevenbergen Capital Investments LLC | 4,844 | $2.78M | 0.06% | −248−4.9% | Reduced |
| Private Wealth Group, LLC | 4,852 | $2.78M | 1.39% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 4,866 | $2.79M | 0.24% | +40+0.8% | Added |
| Prosperity Planning, Inc. | 4,867 | $2.79M | 0.88% | −205−4.0% | Reduced |
| Elite Wealth Management, Inc. | 4,874 | $2.80M | 0.64% | −2,004−29.1% | Reduced |
| PBMares Wealth Management LLC | 4,883 | $2.80M | 0.59% | −391−7.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,897 | $2.81M | 0.27% | +312+6.8% | Added |
| Pavion Blue Capital, LLC | 4,905 | $2.81M | 1.31% | −43−0.9% | Reduced |
| Strategic Advisors LLC | 4,911 | $2.82M | 0.53% | −1,015−17.1% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,920 | $2.82M | 0.43% | +36+0.7% | Added |
| InTrack Investment Management Inc | 4,920 | $2.82M | 2.00% | −285−5.5% | Reduced |
| Waterway Wealth Management, LLC | 4,920 | $2.82M | 1.21% | +15+0.3% | Added |
| Beaumont Financial Advisors, LLC | 4,928 | $2.83M | 0.22% | +472+10.6% | Added |
| McAlister, Sweet & Associates, Inc. | 4,930 | $2.83M | 2.34% | −3,513−41.6% | Reduced |
| Mathes Company, Inc. | 4,930 | $2.83M | 1.00% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 4,939 | $2.83M | 1.06% | +10+0.2% | Added |
| Cape Investment Advisory, Inc. | 4,947 | $2.84M | 1.15% | +252+5.4% | Added |
| Evensky & Katz LLC | 4,976 | $2.85M | 0.19% | −61−1.2% | Reduced |
| Asset Allocation & Management Company, LLC | 4,979 | $2.86M | 1.80% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 5,000 | $2.87M | 0.01% | −10,000−66.7% | Reduced |
| Optivise Advisory Services LLC | 5,002 | $2.87M | 1.51% | −3,447−40.8% | Reduced |
| Nottingham Advisors, Inc. | 5,006 | $2.87M | 0.32% | +725+16.9% | Added |
| Sentry Investment Management LLC | 5,007 | $2.87M | 1.21% | −333−6.2% | Reduced |
| Intelligence Driven Advisers, LLC | 5,010 | $2.87M | 0.41% | −75−1.5% | Reduced |
| Keebeck Wealth Management, LLC | 4,995 | $2.87M | 0.42% | −87−1.7% | Reduced |
| XML Financial, LLC | 5,018 | $2.88M | 0.27% | +66+1.3% | Added |
| Secure Asset Management, LLC | 5,022 | $2.88M | 0.49% | +367+7.9% | Added |
| Wealth Management Partners, LLC | 5,023 | $2.88M | 1.34% | −466−8.5% | Reduced |
| Wealthquest Corp | 5,081 | $2.89M | 0.25% | +50+1.0% | Added |
| Eagle Asset Management Inc | 4,835 | $2.89M | 0.01% | +4,032+502.1% | Added |
| First Commonwealth Financial Corp | 5,050 | $2.90M | 0.69% | −6−0.1% | Reduced |
| Erickson Financial Group, LLC | 5,050 | $2.90M | 2.08% | +60+1.2% | Added |
| Center for Financial Planning, Inc. | 5,053 | $2.90M | 0.39% | −1,185−19.0% | Reduced |
| Financial Advisory Corp | 5,057 | $2.90M | 1.07% | −71−1.4% | Reduced |
| Redwood Investment Management, LLC | 5,061 | $2.90M | 0.26% | +1,781+54.3% | Added |
| Verus Financial Partners, Inc. | 5,108 | $2.90M | 0.32% | +20.0% | Added |
| Shared Vision Wealth Group LLC | 5,078 | $2.91M | 1.56% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5,101 | $2.93M | 0.56% | −41−0.8% | Reduced |
| Asset Management Group, Inc. | 5,101 | $2.93M | 0.51% | +133+2.7% | Added |
| Pitti Group Wealth Management, LLC | 6,164 | $2.93M | 3.19% | 00.0% | Unchanged |
| Trust Point Inc. | 5,111 | $2.93M | 0.22% | +305+6.3% | Added |
| Summit Place Financial Advisors, LLC | 5,116 | $2.94M | 1.64% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 5,122 | $2.94M | 1.40% | −47−0.9% | Reduced |
| Aviance Capital Partners, LLC | 5,122 | $2.94M | 0.39% | −240−4.5% | Reduced |
| Noesis Capital Mangement Corp | 5,127 | $2.94M | 0.58% | +25+0.5% | Added |
| Compass Wealth Management LLC | 5,131 | $2.94M | 0.69% | −53−1.0% | Reduced |
| Mitchell Sinkler & Starr | 6,780 | $2.96M | 0.74% | +985+17.0% | Added |
| Advanced Asset Management Advisors Inc | 5,447 | $2.96M | 0.79% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 5,168 | $2.97M | 1.33% | −22−0.4% | Reduced |
| Watershed Private Wealth LLC | 5,168 | $2.97M | 1.18% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 5,179 | $2.97M | 0.23% | +1,091+26.7% | Added |
| Summit Financial Wealth Advisors, LLC | 5,183 | $2.97M | 0.56% | +112+2.2% | Added |
| Cottage Street Advisors LLC | 5,186 | $2.98M | 1.62% | −53−1.0% | Reduced |
| Visionary Wealth Advisors | 5,189 | $2.98M | 0.18% | −554−9.6% | Reduced |
| GW&K Investment Management, LLC | 5,189 | $2.98M | 0.03% | +234+4.7% | Added |
| Sather Financial Group Inc | 5,190 | $2.98M | 0.19% | −1,700−24.7% | Reduced |
| Peterson Wealth Services | 5,190 | $2.98M | 0.95% | +20.0% | Added |
| Parsons Capital Management Inc | 5,191 | $2.98M | 0.19% | +13+0.3% | Added |