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 |
|---|---|---|---|---|---|
| United Bank | 528 | $302.9K | 0.14% | −9−1.7% | Reduced |
| Petra Financial Advisors Inc | 528 | $303.1K | 0.20% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 530 | $304.1K | 0.19% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 530 | $304.1K | 0.18% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 530 | $304.1K | 0.29% | +63+13.5% | Added |
| First Pacific Financial | 530 | $304.3K | 0.07% | −92−14.8% | Reduced |
| Sunburst Financial Group, LLC | 532 | $305.2K | 0.08% | −28−5.0% | Reduced |
| Twelve Points Wealth Management LLC | 532 | $305.5K | 0.10% | +59+12.5% | Added |
| Cornerstone Management, Inc. | 533 | $305.8K | 0.06% | +5+0.9% | Added |
| PYA Waltman Capital, LLC | 535 | $307.0K | 0.10% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 535 | $307.2K | 0.14% | +126+30.8% | Added |
| Straight Path Wealth Management | 536 | $307.5K | 0.13% | −295−35.5% | Reduced |
| Cox Capital Mgt LLC | 537 | $308.1K | 0.18% | +537 | New |
| Baugh & Associates, LLC | 643 | $308.7K | 0.16% | +105+19.5% | Added |
| Kingfisher Capital LLC | 542 | $310.8K | 0.07% | +1+0.2% | Added |
| Wealthgarden F.S. LLC | 543 | $311.6K | 0.30% | −13−2.3% | Reduced |
| LifePro Asset Management | 545 | $312.7K | 0.19% | +20+3.8% | Added |
| Disciplined Equity Management, Inc. | 546 | $313.3K | 0.20% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 4 | $313.3K | 0.08% | +4 | New |
| Valley Forge Investment Consultants Inc Adv | 547 | $313.8K | 0.11% | −96−14.9% | Reduced |
| Live Oak Investment Partners | – | $316.1K | 0.25% | – | – |
| Tenret Co LLC | 551 | $316.2K | 0.20% | +551 | New |
| Trellis Wealth Advisors LLC | 556 | $319.0K | 0.16% | 00.0% | Unchanged |
| Maiden Cove Capital, LLC | 557 | $319.4K | 0.50% | +29+5.5% | Added |
| Piscataqua Savings Bank | 557 | $319.6K | 0.27% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 558 | $320.2K | 0.07% | +5+0.9% | Added |
| Acas, LLC | 559 | $320.8K | 0.26% | 00.0% | Unchanged |
| Lynch & Associates | 561 | $321.9K | 0.07% | +1+0.2% | Added |
| Financial Strategies Group, Inc. | 551 | $322.0K | 0.08% | −141−20.4% | Reduced |
| Strategic Advocates LLC | 561 | $322.1K | 0.12% | −9−1.6% | Reduced |
| Cidel Asset Management Inc | 562 | $322.5K | 0.02% | +562 | New |
| Detalus Advisors, LLC | 564 | $323.7K | 0.11% | +564 | New |
| Boston Common Asset Management, LLC | 565 | $324.0K | 0.01% | +1+0.2% | Added |
| Pinnacle Holdings, LLC | 565 | $324.2K | 0.13% | +565 | New |
| Walled Lake Planning & Wealth Management, LLC | 566 | $324.5K | 0.12% | −229−28.8% | Reduced |
| Advisors Management Group Inc | 567 | $325.0K | 0.08% | −3−0.5% | Reduced |
| Provident Wealth Management, LLC | 567 | $325.3K | 0.11% | 00.0% | Unchanged |
| KilterHowling LLC | 569 | $326.5K | 0.21% | −12−2.1% | Reduced |
| Strategic Financial Partners, Ltd. | 572 | $328.2K | 0.17% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 574 | $329.1K | 0.10% | −12−2.0% | Reduced |
| Crumly & Associates Inc. | 574 | $329.2K | 0.09% | −4−0.7% | Reduced |
| Astoria Strategic Wealth, Inc. | 578 | $331.6K | 0.10% | +3+0.5% | Added |
| Brown Financial Advisory | 579 | $332.2K | 0.24% | 00.0% | Unchanged |
| Sound Stewardship, LLC | 579 | $332.2K | 0.19% | +28+5.1% | Added |
| IAG Wealth Partners, LLC | 581 | $333.1K | 0.06% | +42+7.8% | Added |
| HFG Wealth Management, LLC | 612 | $333.2K | 0.21% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 582 | $334.0K | 0.26% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 584 | $335.1K | 0.08% | +584 | New |
| Cardinal Capital Management | 583 | $335.5K | 0.05% | +2+0.3% | Added |
| Fonville Wealth Management LLC | 585 | $336.1K | 0.12% | +133+29.4% | Added |
| Shepherd Kaplan Krochuk, LLC | 587 | $336.8K | 0.25% | +587 | New |
| Harfst & Associates, Inc. | 588 | $337.4K | 0.08% | +106+22.0% | Added |
| Maltin Wealth Management, Inc. | 590 | $338.2K | 0.16% | +2+0.3% | Added |
| Meridian Wealth Partners, LLC | 590 | $338.4K | 0.05% | −30−4.8% | Reduced |
| Higgins & Schmidt Wealth Strategies LLC | 591 | $339.1K | 0.22% | −31−5.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 593 | $340.4K | 0.24% | +593 | New |
| Thompson Davis & Co., Inc. | 595 | $341.4K | 0.25% | −43−6.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 593 | $341.6K | 0.02% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 595 | $341.8K | 0.17% | −178−23.0% | Reduced |
| RVW Wealth, LLC | 597 | $342.5K | 0.03% | +22+3.8% | Added |
| Crane Advisory, LLC | 600 | $343.9K | 0.06% | 00.0% | Unchanged |
| Delta Wealth Advisors LLC | 601 | $344.8K | 0.33% | +601 | New |
| Anson Capital, Inc. | 602 | $345.4K | 0.31% | −6−1.0% | Reduced |
| Sentinus, LLC | 3,788 | $345.9K | 0.13% | −15,546−80.4% | Reduced |
| Dodds Wealth, LLC | 602 | $346.8K | 0.12% | −2−0.3% | Reduced |
| Mendel Capital Management LLC | 606 | $347.6K | 0.21% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 606 | $347.7K | 0.21% | 00.0% | Unchanged |
| Robinswood Financial LLC | 606 | $347.8K | 0.13% | −223−26.9% | Reduced |
| Atlas Wealth Partners, LLC | 607 | $348.0K | 0.53% | +108+21.6% | Added |
| Southland Equity Partners LLC | 607 | $348.3K | 0.08% | +61+11.2% | Added |
| Uhlmann Price Securities, LLC | 607 | $348.7K | 0.28% | +607 | New |
| Brown Wealth Management, LLC | 608 | $348.8K | 0.13% | −38−5.9% | Reduced |
| Lakeshore Financial Planning, Inc. | 609 | $349.4K | 0.15% | −11−1.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 610 | $350.0K | 0.08% | +12+2.0% | Added |
| Mayfair Advisory Group, LLC | 612 | $350.4K | 0.22% | −70−10.3% | Reduced |
| Sargent Investment Group, LLC | 612 | $351.1K | 0.06% | +225+58.1% | Added |
| Briaud Financial Planning, Inc | 615 | $352.0K | 0.18% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 614 | $352.4K | 0.14% | −25−3.9% | Reduced |
| Walker Financial Services, Inc. | 615 | $352.8K | 0.24% | +20+3.4% | Added |
| New England Professional Planning Group Inc. | 615 | $352.9K | 0.17% | −116−15.9% | Reduced |
| Crescent Sterling, Ltd. | 615 | $352.9K | 0.34% | 00.0% | Unchanged |
| Alexander Randolph Advisory, Inc. | 615 | $352.9K | 0.31% | 00.0% | Unchanged |
| Corepath Wealth Partners LLC | 605 | $353.6K | 0.34% | +605 | New |
| Partners in Financial Planning | 616 | $353.6K | 0.07% | +1+0.2% | Added |
| Carson Advisory Inc. | 618 | $354.5K | 0.22% | +8+1.3% | Added |
| HRC Wealth Management, LLC | 618 | $354.8K | 0.23% | −3−0.5% | Reduced |
| EFG Asset Management (Americas) Corp. | 622 | $356.9K | 0.07% | −47−7.0% | Reduced |
| Knightsbridge Asset Management, LLC | 623 | $357.4K | 0.08% | +21+3.5% | Added |
| Planning Directions Inc | 625 | $358.3K | 0.21% | +1+0.2% | Added |
| Hayek Kallen Investment Management | 626 | $359.0K | 0.13% | +2+0.3% | Added |
| Berry Wealth Group, LP | 626 | $359.2K | 0.26% | +53+9.2% | Added |
| O'Brien Greene & Co. Inc | 626 | $359.4K | 0.11% | +101+19.2% | Added |
| First National Advisers, LLC | 627 | $359.7K | 0.06% | −20−3.1% | Reduced |
| CKW Financial Group | 634 | $361.0K | 0.04% | +3+0.5% | Added |
| Parcion Private Wealth LLC | 631 | $362.0K | 0.03% | −421−40.0% | Reduced |
| Unique Wealth Strategies, LLC | 631 | $362.2K | 0.16% | +6+1.0% | Added |
| Schmidt P J Investment Management Inc | 632 | $362.6K | 0.06% | +632 | New |
| Peninsula Wealth, LLC | 623 | $362.8K | 0.06% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 632 | $362.8K | 0.11% | +18+2.9% | Added |
| CCM Investment Advisers LLC | 634 | $363.8K | 0.04% | −8−1.2% | Reduced |