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 |
|---|---|---|---|---|---|
| Yacktman Asset Management LP | 6,741 | $3.87M | 0.04% | +924+15.9% | Added |
| Wetzel Investment Advisors, Inc. | 6,731 | $3.87M | 1.95% | −303−4.3% | Reduced |
| Thoroughbred Financial Services, LLC | 6,753 | $3.87M | 0.25% | −2,325−25.6% | Reduced |
| SC&H Financial Advisors, Inc. | 6,766 | $3.88M | 0.85% | +20.0% | Added |
| Sage Financial Group Inc | 6,791 | $3.90M | 0.32% | +48+0.7% | Added |
| Waterfront Wealth Inc. | 6,705 | $3.90M | 0.96% | +41+0.6% | Added |
| Rossmore Private Capital | 6,800 | $3.90M | 0.48% | −40−0.6% | Reduced |
| Ironclad Investments LLC | 6,805 | $3.90M | 2.32% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 6,811 | $3.91M | 1.58% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 6,830 | $3.92M | 0.46% | +60+0.9% | Added |
| Clear Point Advisors Inc. | 6,831 | $3.92M | 3.03% | +11+0.2% | Added |
| Amussen Hunsaker Associates LLC | 6,839 | $3.92M | 0.61% | +2,401+54.1% | Added |
| Cascades Capital Asset Management, LLC | 6,848 | $3.93M | 2.16% | +6,848 | New |
| Reynders McVeigh Capital Management, LLC | 6,854 | $3.93M | 0.21% | +68+1.0% | Added |
| First United Bank Trust | 6,863 | $3.94M | 1.41% | −230−3.2% | Reduced |
| Hyperion Partners, LLC | 6,898 | $3.96M | 2.53% | +525+8.2% | Added |
| Sterling Financial Group, Inc. | 6,923 | $3.97M | 1.70% | 00.0% | Unchanged |
| Hassell Wealth Management, LLC | 6,995 | $3.98M | 1.67% | −5−0.1% | Reduced |
| Zions Bancorporation, N.A. | 6,938 | $3.98M | 0.29% | −302−4.2% | Reduced |
| Marquette Asset Management, LLC | 6,943 | $3.98M | 0.63% | +776+12.6% | Added |
| Chicago Capital, LLC | 6,962 | $3.99M | 0.11% | +319+4.8% | Added |
| Albar Capital Ltd | 6,989 | $4.01M | 0.90% | +6,989 | New |
| D L Carlson Investment Group Inc | 6,992 | $4.01M | 0.73% | +1,032+17.3% | Added |
| Opal Wealth Advisors, LLC | 6,998 | $4.02M | 1.26% | +187+2.7% | Added |
| Asset Management One Co.,Ltd. | 7,000 | $4.02M | 0.01% | −9,950−58.7% | Reduced |
| Heritage Investment Group, Inc. | 7,003 | $4.02M | 0.76% | +47+0.7% | Added |
| Fulcrum Equity Management | 7,008 | $4.02M | 3.40% | +833+13.5% | Added |
| Phillips Financial Management, LLC | 7,036 | $4.04M | 0.31% | −59−0.8% | Reduced |
| Pictet North America Advisors SA | 7,053 | $4.05M | 0.40% | +200+2.9% | Added |
| Meridian Investment Counsel Inc. | 7,055 | $4.05M | 1.22% | −508−6.7% | Reduced |
| Tempus Wealth Planning, LLC | 7,056 | $4.05M | 1.48% | +1,685+31.4% | Added |
| Signature Wealth Management Partners, LLC | 7,057 | $4.05M | 2.93% | +10+0.1% | Added |
| Platform Technology Partners | 7,080 | $4.06M | 1.28% | +44+0.6% | Added |
| Semus Wealth Partners LLC | 7,082 | $4.06M | 2.84% | +236+3.4% | Added |
| Metlife Inc | 7,086 | $4.06M | 40.58% | −825−10.4% | Reduced |
| Coastwise Capital Group, LLC | 7,113 | $4.08M | 3.36% | +950+15.4% | Added |
| Boston Research & Management Inc | 7,114 | $4.08M | 0.94% | −15−0.2% | Reduced |
| Wynn Capital, LLC | 7,115 | $4.08M | 2.68% | +3,511+97.4% | Added |
| Second Half Financial Partners, LLC | 7,116 | $4.08M | 2.16% | −4,882−40.7% | Reduced |
| Evergreen Advisors, LLC | 7,123 | $4.09M | 1.13% | −116−1.6% | Reduced |
| Baldwin Investment Management, LLC | 7,147 | $4.10M | 0.51% | +12+0.2% | Added |
| Allegheny Financial Group LTD | 7,164 | $4.11M | 1.01% | +50+0.7% | Added |
| Hoese & Co LLP | 7,167 | $4.11M | 3.44% | −5,954−45.4% | Reduced |
| Beacon Financial Advisory LLC | 7,168 | $4.11M | 1.40% | −1,153−13.9% | Reduced |
| Pacitti Group Inc. | 7,158 | $4.12M | 1.94% | −323−4.3% | Reduced |
| Juncture Wealth Strategies, LLC | 7,193 | $4.13M | 1.60% | −970−11.9% | Reduced |
| Continuum Advisory, LLC | 6,958 | $4.13M | 0.53% | +893+14.7% | Added |
| Pasadena Private Wealth, LLC | 7,201 | $4.13M | 0.88% | +222+3.2% | Added |
| Sunesis Advisors, LLC | 7,207 | $4.14M | 2.49% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 7,221 | $4.14M | 1.80% | −296−3.9% | Reduced |
| Donaldson Capital Management, LLC | 7,222 | $4.14M | 0.16% | −302−4.0% | Reduced |
| Mengis Capital Management, Inc. | 7,236 | $4.15M | 0.82% | −24−0.3% | Reduced |
| Clearbridge Investments, LLC | 7,280 | $4.18M | 0.00% | +5,052+226.8% | Added |
| Russell Investments Group, Ltd. | 7,281 | $4.18M | 0.01% | +1,296+21.7% | Added |
| Legacy Financial Strategies, LLC | 7,290 | $4.18M | 0.92% | +1,009+16.1% | Added |
| Strategic Investment Management, LLC | 7,300 | $4.19M | 4.39% | −910−11.1% | Reduced |
| Two Point Capital Management, Inc. | 7,303 | $4.19M | 1.53% | −927−11.3% | Reduced |
| Hamilton Point Investment Advisors, LLC | 7,289 | $4.19M | 0.76% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 7,330 | $4.21M | 0.94% | +7,330 | New |
| DDD Partners, LLC | 7,331 | $4.21M | 0.46% | −1,325−15.3% | Reduced |
| Raffa Wealth Management, LLC | 7,344 | $4.21M | 1.02% | −1,712−18.9% | Reduced |
| Resolute Wealth Strategies, LLC | 7,353 | $4.22M | 2.19% | +7+0.1% | Added |
| Arrow Financial Corp | 7,355 | $4.22M | 0.39% | +86+1.2% | Added |
| Per Stirling Capital Management, LLC. | 7,371 | $4.23M | 0.59% | −3,282−30.8% | Reduced |
| Catalyst Private Wealth, LLC | 7,404 | $4.25M | 2.08% | −5−0.1% | Reduced |
| Alley Investment Management Company, LLC | 7,419 | $4.26M | 0.54% | +30.0% | Added |
| Woodstock Corp | 7,434 | $4.27M | 0.41% | +63+0.9% | Added |
| Tanglewood Legacy Advisors, LLC | 7,456 | $4.28M | 1.90% | −6−0.1% | Reduced |
| Twin Lakes Capital Management, LLC | 7,467 | $4.28M | 2.76% | +18+0.2% | Added |
| Goldstone Financial Group, LLC | 7,484 | $4.29M | 0.75% | −649−8.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 7,497 | $4.30M | 1.70% | +70+0.9% | Added |
| River Street Advisors LLC | 4,616 | $4.31M | 2.34% | +22+0.5% | Added |
| Icapital Wealth LLC | 7,525 | $4.32M | 2.36% | −531−6.6% | Reduced |
| AtlasMark Financial, Inc | 7,530 | $4.32M | 4.02% | +7,530 | New |
| Ausdal Financial Partners, Inc. | 7,533 | $4.32M | 0.45% | +705+10.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,535 | $4.32M | 0.59% | +127+1.7% | Added |
| MidWestOne Financial Group, Inc. | 7,562 | $4.34M | 0.60% | 00.0% | Unchanged |
| Callan Capital, LLC | 7,572 | $4.34M | 0.30% | −16−0.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 7,572 | $4.34M | 0.35% | −107−1.4% | Reduced |
| Coastal Bridge Advisors, LLC | 7,591 | $4.36M | 1.08% | +218+3.0% | Added |
| Plotkin Financial Advisors, LLC | 7,597 | $4.36M | 2.61% | +854+12.7% | Added |
| Madden Advisory Services, Inc. | 7,601 | $4.36M | 2.00% | −140−1.8% | Reduced |
| Ameraudi Asset Management, Inc. | 7,602 | $4.36M | 1.99% | −488−6.0% | Reduced |
| USAdvisors Wealth Management, LLC | 7,637 | $4.36M | 1.53% | +414+5.7% | Added |
| LBMC Investment Advisors, LLC | 7,616 | $4.37M | 0.35% | −125−1.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 7,626 | $4.38M | 1.41% | −1,382−15.3% | Reduced |
| Levin Capital Strategies, L.P. | 7,627 | $4.38M | 0.42% | −345−4.3% | Reduced |
| Avalon Trust Co | 7,680 | $4.41M | 0.33% | −226−2.9% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 7,689 | $4.41M | 0.01% | +6,637+630.9% | Added |
| Power Wealth Management LLC | 7,712 | $4.43M | 1.89% | −345−4.3% | Reduced |
| EPIQ Capital Group, LLC | 7,704 | $4.43M | 1.28% | +280+3.8% | Added |
| D. Scott Neal, Inc. | 7,712 | $4.44M | 2.35% | +4,453+136.6% | Added |
| Fisher Asset Management, LLC | 7,736 | $4.44M | 0.00% | +1,140+17.3% | Added |
| Long Run Wealth Advisors, LLC | 7,759 | $4.45M | 1.05% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 7,764 | $4.45M | 2.52% | −3,972−33.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 7,791 | $4.47M | 2.06% | −569−6.8% | Reduced |
| ELCO Management Co., LLC | 7,794 | $4.47M | 2.41% | +5+0.1% | Added |
| Braun Stacey Associates Inc | 7,796 | $4.47M | 0.17% | −395−4.8% | Reduced |
| Ameliora Wealth Management Ltd. | 7,799 | $4.47M | 1.87% | +720+10.2% | Added |
| Laraway Financial Inc | 7,825 | $4.49M | 3.58% | −182−2.3% | Reduced |