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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Adaptive Financial Consulting, LLC | 421 | $241.6K | 0.10% | 00.0% | Unchanged |
| Biondo Investment Advisors, LLC | 423 | $242.7K | 0.03% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 423 | $242.9K | 0.08% | 00.0% | Unchanged |
| M. Kraus & Co | 426 | $244.4K | 0.07% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 428 | $245.6K | 0.01% | −59−12.1% | Reduced |
| Whitener Capital Management, Inc. | 429 | $246.1K | 0.07% | −20−4.5% | Reduced |
| Signature Wealth Management Group | 429 | $246.1K | 0.10% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 430 | $246.7K | 0.08% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 430 | $247.0K | 0.06% | −119−21.7% | Reduced |
| Riversedge Advisors, LLC | 432 | $247.8K | 0.06% | +1+0.2% | Added |
| Strategic Planning Group, LLC | 434 | $249.5K | 0.05% | +1+0.2% | Added |
| Cornerstone Investment Partners, LLC | 435 | $249.6K | 0.01% | +435 | New |
| Hamilton Wealth, LLC | 435 | $249.6K | 0.06% | −99−18.5% | Reduced |
| Kestra Investment Management, LLC | 436 | $250.2K | 0.01% | +436 | New |
| Pachira Investments Inc. | 442 | $253.7K | 0.20% | +25+6.0% | Added |
| Caldwell Sutter Capital, Inc. | 445 | $255.3K | 0.12% | −12−2.6% | Reduced |
| 44 Wealth Management LLC | 443 | $256.0K | 0.09% | +443 | New |
| Poehling Capital Management, LLC | 447 | $256.5K | 0.07% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 449 | $257.5K | 0.08% | +1+0.2% | Added |
| Schulhoff & Co Inc | 450 | $258.2K | 0.11% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 450 | $258.4K | 0.11% | +450 | New |
| Bluesphere Advisors, LLC | 451 | $258.8K | 0.13% | −256−36.2% | Reduced |
| Gentry Private Wealth, LLC | 451 | $258.8K | 0.21% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 451 | $259.0K | 0.02% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 453 | $259.7K | 0.05% | +7+1.6% | Added |
| Sweeney & Michel, LLC | 444 | $259.8K | 0.10% | +22+5.2% | Added |
| Regency Capital Management Inc. | 454 | $260.2K | 0.14% | +57+14.4% | Added |
| Westhampton Capital, LLC | 454 | $260.5K | 0.13% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 454 | $260.5K | 0.18% | +454 | New |
| Andrew Hill Investment Advisors, Inc. | 454 | $260.6K | 0.20% | +15+3.4% | Added |
| Diligent Investors, LLC | 454 | $260.6K | 0.06% | +3+0.7% | Added |
| Old North State Wealth Management, LLC | 450 | $260.7K | 0.15% | −4−0.9% | Reduced |
| Miller Howard Investments Inc | 456 | $261.6K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 456 | $261.6K | 0.07% | 00.0% | Unchanged |
| Brio Consultants, LLC | 458 | $262.8K | 0.04% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 459 | $263.3K | 0.08% | −53−10.4% | Reduced |
| Pecaut & Co. | 459 | $263.4K | 0.09% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 461 | $264.5K | 0.14% | +45+10.8% | Added |
| Kennedy Investment Group | 461 | $264.7K | 0.12% | +11+2.4% | Added |
| Talisman Wealth Advisors LLC | 467 | $267.7K | 0.28% | −10−2.1% | Reduced |
| Verdad Advisers, LP | 500 | $269.0K | 0.36% | +500 | New |
| MJP Associates Inc | 469 | $269.3K | 0.05% | −233−33.2% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 470 | $269.9K | 0.23% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 477 | $273.7K | 0.10% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 478 | $274.0K | 0.15% | −293−38.0% | Reduced |
| Blackhill Capital Inc | 478 | $274.3K | 0.02% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 478 | $274.3K | 0.19% | +31+6.9% | Added |
| Richard P Slaughter Associates Inc | 479 | $274.6K | 0.06% | −176−26.9% | Reduced |
| Integrated Capital Management, LLC | 480 | $275.0K | 0.15% | +480 | New |
| Wolf Hill Capital Management, LP | 480 | $275.4K | 0.03% | +480 | New |
| CWC Advisors, LLC. | 482 | $276.6K | 0.27% | +482 | New |
| Weitzel Financial Services, Inc. | 486 | $276.6K | 0.13% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 483 | $277.3K | 0.16% | −44−8.3% | Reduced |
| Continental Investors Services, Inc. | 489 | $278.2K | 0.57% | −4−0.8% | Reduced |
| Somerville Kurt F | 486 | $278.8K | 0.04% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 681 | $279.4K | 0.05% | +681 | New |
| Schiavi & Co LLC | 488 | $280.0K | 0.10% | 00.0% | Unchanged |
| GFG Capital, LLC | 744 | $280.4K | 0.11% | +32+4.5% | Added |
| Bellecapital International Ltd. | 489 | $280.6K | 0.06% | −1,702−77.7% | Reduced |
| McRae Capital Management Inc | 489 | $280.6K | 0.05% | 00.0% | Unchanged |
| Viawealth, LLC | 489 | $280.6K | 0.16% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 489 | $280.6K | 0.24% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 489 | $280.8K | 0.04% | +56+12.9% | Added |
| Robbins Farley LLC | 490 | $281.1K | 0.14% | −333−40.5% | Reduced |
| Petix & Botte Co | 490 | $281.1K | 0.07% | −80−14.0% | Reduced |
| Moulton Wealth Management, Inc | 492 | $282.0K | 0.24% | +1+0.2% | Added |
| Clear Investment Research, LLC | 493 | $282.9K | 0.37% | +30+6.5% | Added |
| Gray Private Wealth, LLC | 494 | $283.3K | 0.17% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 495 | $284.0K | 0.14% | +495 | New |
| West Wealth Group, LLC | 496 | $284.6K | 0.09% | +2+0.4% | Added |
| CMC Financial Group | 497 | $285.2K | 0.42% | +497 | New |
| EnRich Financial Partners LLC | 498 | $285.9K | 0.10% | −3−0.6% | Reduced |
| Phraction Management LLC | 499 | $286.3K | 0.10% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 499 | $286.3K | 0.24% | +4+0.8% | Added |
| Almitas Capital LLC | 500 | $286.9K | 0.10% | +500 | New |
| Insight Folios Inc | 502 | $288.0K | 0.10% | −23−4.4% | Reduced |
| DF Dent & Co Inc | 502 | $288.0K | 0.00% | 00.0% | Unchanged |
| Koa Wealth Management, LLC | 503 | $288.6K | 0.22% | −10−1.9% | Reduced |
| Kings Path Partners LLC | 503 | $288.8K | 0.12% | +478+1,912.0% | Added |
| Vantage Investment Partners, LLC | 504 | $289.0K | 0.02% | +10+2.0% | Added |
| Court Place Advisors, LLC | 504 | $289.0K | 0.08% | −185−26.9% | Reduced |
| Boomfish Wealth Group, LLC | 504 | $289.2K | 0.18% | +8+1.6% | Added |
| Aquire Wealth Advisors, LLC | 505 | $289.7K | 0.09% | +505 | New |
| Richardson Capital Management LLC | 506 | $290.4K | 0.20% | +2+0.4% | Added |
| Stillwater Capital Advisors, LLC | 507 | $290.9K | 0.04% | +507 | New |
| Independent Solutions Wealth Management, LLC | 507 | $290.9K | 0.07% | +8+1.6% | Added |
| Phillips Wealth Planners LLC | 500 | $291.1K | 0.28% | −21−4.0% | Reduced |
| Flynn Zito Capital Management, LLC | 510 | $292.4K | 0.14% | −5−1.0% | Reduced |
| Johnson Bixby & Associates, LLC | 510 | $292.5K | 0.04% | +30+6.3% | Added |
| Schulz Wealth, LTD. | 510 | $292.6K | 0.23% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 503 | $293.9K | 0.18% | −234−31.8% | Reduced |
| Prairie Wealth Advisors, Inc. | 513 | $294.8K | 0.15% | +513 | New |
| Worth Asset Management, LLC | 514 | $295.1K | 0.16% | 00.0% | Unchanged |
| Community Bank of Raymore | 515 | $295.5K | 0.22% | −43−7.7% | Reduced |
| Symphony Financial Services, Inc. | 517 | $296.6K | 0.25% | +517 | New |
| Dechtman Wealth Management, LLC | 518 | $297.0K | 0.06% | +2+0.4% | Added |
| Future Financial Wealth Managment LLC | 520 | $298.4K | 0.21% | −3−0.6% | Reduced |
| Mechanics Financial Corp | 521 | $298.9K | 0.13% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 522 | $299.7K | 0.20% | −74−12.4% | Reduced |
| Oak Family Advisors, LLC | 522 | $299.8K | 0.11% | 00.0% | Unchanged |