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 |
|---|---|---|---|---|---|
| Beckerman Institutional, LLC | 634 | $364.0K | 0.31% | +634 | New |
| Greenwood Gearhart Inc | 635 | $364.3K | 0.03% | −213−25.1% | Reduced |
| Dudley Capital Management, LLC | 635 | $364.3K | 0.19% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 636 | $364.7K | 0.13% | +3+0.5% | Added |
| Versant Capital Management, Inc | 640 | $367.3K | 0.08% | 00.0% | Unchanged |
| M&R Capital Management Inc | 640 | $367.3K | 0.08% | +74+13.1% | Added |
| Total Wealth Planning, LLC | 642 | $368.1K | 0.06% | −517−44.6% | Reduced |
| Creative Capital Management Investments LLC | 642 | $368.4K | 0.15% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 643 | $368.7K | 0.14% | +167+35.1% | Added |
| Eliot Finkel Investment Counsel, LLC | 645 | $370.1K | 0.23% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 645 | $370.1K | 0.29% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 646 | $370.6K | 0.58% | −128−16.5% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 646 | $370.6K | 0.13% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 647 | $371.4K | 0.24% | +16+2.5% | Added |
| Kimelman & Baird, LLC | 649 | $372.4K | 0.03% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 650 | $372.9K | 0.07% | +50+8.3% | Added |
| Axos Invest Inc. | 652 | $374.3K | 0.26% | +652 | New |
| Anchor Capital Advisors LLC | 653 | $374.7K | 0.01% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 653 | $374.7K | 0.33% | 00.0% | Unchanged |
| CPR Investments Inc. | 654 | $375.2K | 0.35% | +654 | New |
| Partnership Wealth Management, LLC | 654 | $375.4K | 0.27% | −450−40.8% | Reduced |
| Client 1st Advisory Group, LLC | 655 | $375.8K | 0.15% | +11+1.7% | Added |
| Global Wealth Strategies & Associates | 657 | $377.0K | 0.12% | +151+29.8% | Added |
| swisspartners Advisors Ltd | 777 | $377.2K | 0.35% | 00.0% | Unchanged |
| New Harbor Financial Group, LLC | 659 | $378.1K | 0.11% | −1,241−65.3% | Reduced |
| Cutler Capital Management, LLC | 661 | $379.0K | 0.13% | +2+0.3% | Added |
| Legacy Bridge, LLC | 665 | $381.6K | 0.21% | 00.0% | Unchanged |
| Quest Investment Management LLC | 666 | $382.1K | 0.04% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 667 | $382.8K | 0.30% | +1+0.2% | Added |
| SWS Partners | 668 | $383.0K | 0.12% | −197−22.8% | Reduced |
| NovaPoint Capital, LLC | 668 | $383.5K | 0.12% | +1+0.1% | Added |
| Family Wealth Group, LLC | 671 | $385.2K | 0.33% | +64+10.5% | Added |
| Miller Wealth Advisors, LLC | 662 | $385.4K | 0.21% | +2+0.3% | Added |
| Burford Brothers, Inc. | 672 | $385.6K | 0.20% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 675 | $387.3K | 0.08% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 678 | $389.0K | 0.03% | +678 | New |
| Oak Asset Management, LLC | 681 | $390.7K | 0.14% | +6+0.9% | Added |
| Gill Capital Partners, LLC | 682 | $391.3K | 0.14% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 684 | $392.7K | 0.20% | +4+0.6% | Added |
| Advus Financial Partners, LLC | 685 | $392.7K | 0.11% | −84−10.9% | Reduced |
| Hoey Investments, Inc | 724 | $394.0K | 0.08% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 687 | $394.2K | 0.01% | −10,766−94.0% | Reduced |
| Beck Mack & Oliver LLC | 687 | $394.2K | 0.01% | +214+45.2% | Added |
| Cookson Peirce & Co Inc | 687 | $394.2K | 0.02% | +93+15.7% | Added |
| True Vision MN LLC | 685 | $394.2K | 0.24% | +11+1.6% | Added |
| Brooklyn FI, LLC | 687 | $394.3K | 0.14% | +43+6.7% | Added |
| Luts & Greenleigh Group, Inc | 688 | $394.9K | 0.38% | +157+29.6% | Added |
| Hill Investment Group Partners, LLC | 725 | $395.4K | 0.05% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 690 | $395.9K | 0.15% | −57−7.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 694 | $398.0K | 0.11% | −258−27.1% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 695 | $398.8K | 0.45% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 696 | $399.3K | 0.24% | 00.0% | Unchanged |
| Ade, LLC | 696 | $399.3K | 0.25% | +3+0.4% | Added |
| Topel & Distasi Wealth Management, LLC | 697 | $400.2K | 0.17% | −109−13.5% | Reduced |
| Rogco, LP | 699 | $401.1K | 0.16% | 00.0% | Unchanged |
| Discovery Capital Management, LLC | 699 | $401.1K | 0.05% | +699 | New |
| Decatur Capital Management, Inc. | 700 | $401.6K | 0.18% | 00.0% | Unchanged |
| AF Advisors, Inc. | 700 | $401.6K | 0.06% | 00.0% | Unchanged |
| Pflug Koory, LLC | 700 | $401.6K | 0.20% | +700 | New |
| Strong Tower Advisory Services | 700 | $401.8K | 0.11% | +1+0.1% | Added |
| Goldstein Advisors, LLC | 700 | $401.8K | 0.06% | +13+1.9% | Added |
| Colonial River Wealth Management, LLC | 701 | $402.2K | 0.20% | −81−10.4% | Reduced |
| Garrison Asset Management, LLC | 702 | $402.8K | 0.20% | −20−2.8% | Reduced |
| Applied Capital LLC | 703 | $403.4K | 0.21% | +40+6.0% | Added |
| Kensington Investment Counsel, LLC | 703 | $403.6K | 0.17% | +20+2.9% | Added |
| Eagle Harbor Asset Management Inc | 704 | $403.9K | 0.40% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 705 | $404.5K | 0.28% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 705 | $404.5K | 0.09% | 00.0% | Unchanged |
| Boston Standard Wealth Management, LLC | 706 | $405.0K | 0.08% | +2+0.3% | Added |
| Matisse Capital | 710 | $407.3K | 0.20% | +2+0.3% | Added |
| Atwater Malick LLC | 710 | $407.4K | 0.13% | +4+0.6% | Added |
| SilverOak Wealth Management LLC | 711 | $407.9K | 0.09% | −4−0.6% | Reduced |
| Regimen Wealth, LLC | 712 | $408.8K | 0.13% | +2+0.3% | Added |
| Centennial Wealth Advisory LLC | 713 | $409.0K | 0.16% | +38+5.6% | Added |
| Financial Life Advisors | 713 | $409.1K | 0.15% | −6−0.8% | Reduced |
| Banco BTG Pactual S.A. | 713 | $409.1K | 0.11% | +312+77.8% | Added |
| Western Pacific Wealth Management, LP | 714 | $409.7K | 0.27% | 00.0% | Unchanged |
| Vickerman Investment Advisors, Inc. | 715 | $410.2K | 0.12% | −3−0.4% | Reduced |
| Pring Turner Capital Group Inc | 715 | $410.2K | 0.26% | +4+0.6% | Added |
| Pacific Sun Financial Corp | 717 | $411.6K | 0.23% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 718 | $411.9K | 0.09% | −52−6.8% | Reduced |
| Level Financial Advisors, Inc. | 720 | $413.1K | 0.16% | +209+40.9% | Added |
| David Kennon Inc | 721 | $413.6K | 0.16% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 721 | $413.7K | 0.13% | 00.0% | Unchanged |
| Parkwoods Wealth Partners, LLC | 723 | $415.0K | 0.34% | +723 | New |
| Hobbs Group Advisors, LLC | 725 | $416.1K | 0.15% | +1+0.1% | Added |
| Gray Wealth Management Inc. | 727 | $417.3K | 0.16% | +157+27.5% | Added |
| Seascape Capital Management | 728 | $418.0K | 0.15% | +2+0.3% | Added |
| Kaye Capital Management | 732 | $420.1K | 0.17% | +26+3.7% | Added |
| Focused Wealth Management, Inc | 734 | $421.3K | 0.06% | +1+0.1% | Added |
| Bull Oak Capital, LLC | 735 | $421.8K | 0.24% | +349+90.4% | Added |
| Louisbourg Investments Inc. | 736 | $422.3K | 0.11% | −391−34.7% | Reduced |
| Arcadia Investment Management Corp | 737 | $422.9K | 0.07% | +164+28.6% | Added |
| Revisor Wealth Management LLC | 739 | $424.2K | 0.27% | −209−22.0% | Reduced |
| LWMG, LLC | 740 | $424.6K | 0.08% | −17−2.2% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 739 | $425.3K | 0.02% | −50−6.3% | Reduced |
| Avondale Wealth Management | 742 | $425.5K | 0.28% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 742 | $425.9K | 0.13% | +1+0.1% | Added |
| Schear Investment Advisers, LLC | 743 | $426.3K | 0.26% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 745 | $427.4K | 0.36% | +148+24.8% | Added |