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 |
|---|---|---|---|---|---|
| Essex LLC | 5,943 | $3.41M | 0.70% | −48−0.8% | Reduced |
| Sharper & Granite LLC | 5,963 | $3.42M | 1.53% | +1,520+34.2% | Added |
| W Advisors, LLC | 5,968 | $3.42M | 2.11% | −10−0.2% | Reduced |
| Saxon Interests, Inc. | 5,975 | $3.43M | 1.56% | −754−11.2% | Reduced |
| Towerpoint Wealth, LLC | 5,983 | $3.43M | 1.63% | +31+0.5% | Added |
| Armstrong Henry H Associates Inc | 5,990 | $3.44M | 0.33% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 5,995 | $3.44M | 1.93% | −1,004−14.3% | Reduced |
| Resurgent Financial Advisors LLC | 5,998 | $3.44M | 2.01% | +816+15.7% | Added |
| WealthShield Partners, LLC | 6,016 | $3.46M | 0.47% | +1,872+45.2% | Added |
| High Falls Advisors, Inc | 6,026 | $3.46M | 0.79% | −78−1.3% | Reduced |
| Axiom Advisory, LLC | 6,272 | $3.46M | 0.03% | +132+2.1% | Added |
| Alterna Wealth Management, Inc | 6,037 | $3.46M | 3.11% | −1,417−19.0% | Reduced |
| Menora Mivtachim Holdings Ltd. | 6,040 | $3.47M | 0.02% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 6,043 | $3.47M | 0.26% | +92+1.5% | Added |
| Northside Capital Management, LLC | 6,046 | $3.47M | 0.54% | +1,306+27.6% | Added |
| Catalina Capital Group, LLC | 6,047 | $3.47M | 1.18% | +755+14.3% | Added |
| Park National Corp | 6,058 | $3.48M | 0.12% | +71+1.2% | Added |
| BCM Advisors, LLC | 6,102 | $3.48M | 0.80% | −1,679−21.6% | Reduced |
| Silvant Capital Management LLC | 6,045 | $3.48M | 0.15% | −400−6.2% | Reduced |
| Boston Trust Walden Corp | 6,069 | $3.48M | 0.02% | −1,122−15.6% | Reduced |
| Capital City Trust Co | 6,077 | $3.49M | 0.87% | +109+1.8% | Added |
| TCTC Holdings, LLC | 6,103 | $3.50M | 0.12% | +4,975+441.0% | Added |
| Octavia Wealth Advisors, LLC | 6,123 | $3.52M | 0.43% | +465+8.2% | Added |
| Rollins Financial Advisors, LLC | 6,150 | $3.53M | 0.59% | −242−3.8% | Reduced |
| Cahill Wealth Management, LLC | 6,151 | $3.53M | 1.82% | +20.0% | Added |
| First Interstate Bank | 6,163 | $3.54M | 0.21% | −738−10.7% | Reduced |
| Forza Wealth Management, LLC | 6,168 | $3.54M | 1.62% | +412+7.2% | Added |
| Sonata Capital Group Inc | 6,180 | $3.55M | 1.50% | +543+9.6% | Added |
| Oribel Capital Management, LP | 6,200 | $3.56M | 0.39% | −2,200−26.2% | Reduced |
| Hallmark Capital Management Inc | 6,205 | $3.56M | 0.26% | +388+6.7% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 6,217 | $3.57M | 1.42% | +452+7.8% | Added |
| Fagan Associates, Inc. | 6,225 | $3.57M | 0.60% | −49−0.8% | Reduced |
| F&V Capital Management, LLC | 6,226 | $3.57M | 0.92% | −100−1.6% | Reduced |
| Orgel Wealth Management, LLC | 6,233 | $3.58M | 0.09% | +1,681+36.9% | Added |
| Kelman-Lazarov, Inc. | 6,236 | $3.58M | 0.62% | −15−0.2% | Reduced |
| PDS Planning, Inc | 6,244 | $3.58M | 0.32% | +205+3.4% | Added |
| Councilmark Asset Management, LLC | 6,245 | $3.58M | 2.41% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 6,258 | $3.59M | 1.67% | −141,961−95.8% | Reduced |
| Worth Financial Advisory Group, LLC | 6,266 | $3.60M | 2.11% | +248+4.1% | Added |
| Investmark Advisory Group LLC | 6,267 | $3.60M | 1.75% | −21−0.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,278 | $3.60M | 0.33% | 00.0% | Unchanged |
| Consolidated Planning Corp | 6,296 | $3.61M | 0.54% | +205+3.4% | Added |
| Winch Advisory Services, LLC | 6,296 | $3.61M | 1.00% | +306+5.1% | Added |
| Security Financial Services, INC. | 6,301 | $3.62M | 0.74% | −316−4.8% | Reduced |
| Stephenson & Company, Inc. | 6,305 | $3.62M | 2.45% | −6−0.1% | Reduced |
| Outlook Wealth Advisors, LLC | 6,308 | $3.62M | 1.04% | +610+10.7% | Added |
| Colonial Trust Co | 6,312 | $3.62M | 0.56% | −65−1.0% | Reduced |
| Mason & Associates, LLC | 6,317 | $3.62M | 1.11% | −20.0% | Reduced |
| Financial Perspectives, Inc | 6,322 | $3.63M | 1.26% | +10+0.2% | Added |
| Breed's Hill Capital LLC | 6,329 | $3.63M | 2.98% | −142−2.2% | Reduced |
| Drucker Wealth 3.0, LLC | 6,333 | $3.63M | 0.87% | +898+16.5% | Added |
| Manhattan West Asset Management, LLC | 6,334 | $3.63M | 0.94% | −463−6.8% | Reduced |
| Revolve Wealth Partners, LLC | 6,349 | $3.64M | 0.56% | +262+4.3% | Added |
| Wall Street Access Asset Management, LLC | 6,353 | $3.65M | 1.39% | −6−0.1% | Reduced |
| Bray Capital Advisors | 6,359 | $3.65M | 0.89% | −824−11.5% | Reduced |
| Sequent Asset Management, LLC | 6,359 | $3.65M | 1.80% | +1,423+28.8% | Added |
| Duncker Streett & Co Inc | 6,362 | $3.65M | 0.67% | +35+0.6% | Added |
| Plancorp, LLC | 6,374 | $3.66M | 0.15% | +102+1.6% | Added |
| Dunhill Financial, LLC | 6,393 | $3.67M | 1.88% | +15+0.2% | Added |
| Castleview Partners, LLC | 6,406 | $3.68M | 2.12% | −1,088−14.5% | Reduced |
| Affiance Financial, LLC | 6,408 | $3.68M | 0.89% | −51−0.8% | Reduced |
| Capital Wealth Alliance, LLC | 6,425 | $3.69M | 2.14% | +296+4.8% | Added |
| Abacus Wealth Partners, LLC | 6,427 | $3.69M | 0.55% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 6,438 | $3.69M | 0.34% | −2,265−26.0% | Reduced |
| Ironwood Investment Counsel, LLC | 6,432 | $3.69M | 0.61% | −218−3.3% | Reduced |
| Abacus Planning Group, Inc. | 6,448 | $3.70M | 0.66% | +145+2.3% | Added |
| American State Bank (Iowa) | 6,450 | $3.70M | 2.25% | 00.0% | Unchanged |
| Roffman Miller Associates Inc | 6,455 | $3.70M | 0.23% | +2,362+57.7% | Added |
| Onyx Bridge Wealth Group LLC | 6,457 | $3.70M | 0.56% | −128−1.9% | Reduced |
| Arrowroot Family Office, LLC | 6,458 | $3.71M | 2.16% | −627−8.8% | Reduced |
| First County Bank | 6,472 | $3.71M | 1.83% | +2,645+69.1% | Added |
| Baker Ellis Asset Management LLC | 6,476 | $3.72M | 0.53% | −40−0.6% | Reduced |
| Everett Harris & Co | 6,484 | $3.72M | 0.05% | −35−0.5% | Reduced |
| Highlander Partners, L.P. | 6,500 | $3.73M | 2.20% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 6,501 | $3.73M | 1.56% | −309−4.5% | Reduced |
| Marks Group Wealth Management, Inc | 6,513 | $3.74M | 0.36% | −10.0% | Reduced |
| Capital Insight Partners, LLC | 6,514 | $3.74M | 0.65% | −111−1.7% | Reduced |
| SOL Capital Management CO | 6,531 | $3.75M | 0.42% | +540+9.0% | Added |
| Beese Fulmer Investment Management, Inc. | 6,532 | $3.75M | 0.32% | +1,786+37.6% | Added |
| Inspirion Wealth Advisors, LLC | 6,556 | $3.76M | 0.53% | −399−5.7% | Reduced |
| Traynor Capital Management, Inc. | 6,579 | $3.77M | 0.31% | +153+2.4% | Added |
| Fragasso Group Inc. | 6,581 | $3.78M | 0.29% | −278−4.1% | Reduced |
| FreeGulliver LLC | 6,592 | $3.78M | 2.25% | +3,931+147.7% | Added |
| Botty Investors LLC | 6,579 | $3.79M | 1.26% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 6,602 | $3.79M | 1.08% | +17+0.3% | Added |
| Edge Wealth Management LLC | 6,624 | $3.80M | 0.76% | −58−0.9% | Reduced |
| Howard Wealth Management, LLC | 6,643 | $3.81M | 2.22% | +7+0.1% | Added |
| ZRC Wealth Management, LLC | 6,647 | $3.81M | 1.64% | +666+11.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 6,654 | $3.82M | 0.47% | −2,825−29.8% | Reduced |
| WestEnd Advisors, LLC | 6,663 | $3.82M | 0.09% | −4,789−41.8% | Reduced |
| Enclave Advisors LLC | 6,668 | $3.83M | 0.65% | +6,668 | New |
| Forbes Financial Planning, Inc. | 6,702 | $3.85M | 2.77% | −291−4.2% | Reduced |
| Holocene Advisors, LP | 6,702 | $3.85M | 0.02% | +6,702 | New |
| Austin Asset Management Co Inc | 6,703 | $3.85M | 0.75% | −40−0.6% | Reduced |
| Horan Capital Advisors, LLC. | 6,704 | $3.85M | 1.28% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 6,711 | $3.85M | 0.66% | −329−4.7% | Reduced |
| Cascade Financial Partners, LLC | 6,603 | $3.85M | 0.48% | −6−0.1% | Reduced |
| Sonora Investment Management Group, LLC | 6,714 | $3.85M | 0.29% | +373+5.9% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 6,730 | $3.86M | 2.42% | −582−8.0% | Reduced |
| Snider Financial Group | 6,731 | $3.86M | 1.41% | +1,383+25.9% | Added |