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 |
|---|---|---|---|---|---|
| Northwest Financial Advisors | 745 | $427.5K | 0.34% | +28+3.9% | Added |
| Financial Planning & Information Services, Inc. | 747 | $428.6K | 0.06% | +363+94.5% | Added |
| Maryland Capital Advisors Inc. | 750 | $430.3K | 0.21% | 00.0% | Unchanged |
| Clifford Group, LLC | 755 | $433.2K | 0.34% | +232+44.4% | Added |
| Avid Wealth Partners LLC | 756 | $433.8K | 0.31% | −10−1.3% | Reduced |
| Beacon Investment Advisors LLC | 757 | $434.6K | 0.21% | +2+0.3% | Added |
| FF Advisors,LLC | 744 | $434.7K | 0.28% | −386−34.2% | Reduced |
| Schoolcraft Capital LLC | 758 | $434.9K | 0.09% | −5−0.7% | Reduced |
| Landmark Wealth Management, LLC | 762 | $437.0K | 0.19% | +1+0.1% | Added |
| Peloton Wealth Strategists | 765 | $439.0K | 0.17% | +19+2.5% | Added |
| Ashton Thomas Securities, LLC | 767 | $440.1K | 0.09% | +120+18.5% | Added |
| Vannoy Advisory Group, Inc. | 771 | $442.4K | 0.32% | 00.0% | Unchanged |
| Hoffman, Alan N Investment Management | 771 | $442.4K | 0.21% | +75+10.8% | Added |
| Quantum Financial Advisors, LLC | 771 | $442.5K | 0.07% | +111+16.8% | Added |
| Tanager Wealth Management LLP | 769 | $442.6K | 0.06% | 00.0% | Unchanged |
| Stage Harbor Financial, LLC | 764 | $442.8K | 0.40% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 773 | $443.4K | 0.15% | +1+0.1% | Added |
| Coerente Capital Management | 775 | $444.7K | 0.08% | −140−15.3% | Reduced |
| Presidio Capital Management, LLC | 777 | $446.0K | 0.29% | +154+24.7% | Added |
| Forum Private Client Group LLC | 779 | $446.9K | 0.20% | −4−0.5% | Reduced |
| McNaughton Wealth Management, LLC | 780 | $447.5K | 0.22% | −4−0.5% | Reduced |
| Emory University | 781 | $448.1K | 0.68% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 783 | $449.0K | 0.02% | −36−4.4% | Reduced |
| Professional Financial Advisors, LLC | 785 | $450.4K | 0.12% | −57−6.8% | Reduced |
| Boulder Wealth Advisors, LLC | 787 | $451.4K | 0.25% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 787 | $451.4K | 0.23% | −55−6.5% | Reduced |
| ICONIQ Capital, LLC | 788 | $452.1K | 0.01% | +2+0.3% | Added |
| Capstone Triton Financial Group, LLC | 789 | $452.7K | 0.29% | −10−1.3% | Reduced |
| Boyd Wealth Management, LLC | 789 | $452.7K | 0.23% | 00.0% | Unchanged |
| Lee Financial Co | 789 | $452.8K | 0.06% | +789 | New |
| City Center Advisors, LLC | 790 | $453.3K | 0.50% | +292+58.6% | Added |
| Harbor Advisory Corp | 791 | $453.8K | 0.15% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 792 | $454.5K | 0.44% | +792 | New |
| Premier Path Wealth Partners, LLC | 793 | $455.1K | 0.07% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 794 | $455.5K | 0.34% | −2−0.3% | Reduced |
| Gimbal Financial | 788 | $456.7K | 0.30% | −166−17.4% | Reduced |
| Prosperity Wealth Management, Inc. | 797 | $457.2K | 0.18% | −56−6.6% | Reduced |
| Thrive Capital Management, LLC | 799 | $458.1K | 0.22% | −320−28.6% | Reduced |
| Bollard Group LLC | 800 | $459.0K | 0.01% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 800 | $459.0K | 0.00% | −19,200−96.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 800 | $459.0K | 0.12% | 00.0% | Unchanged |
| PSI Advisors, LLC | 801 | $459.5K | 0.13% | +48+6.4% | Added |
| Baxter Bros Inc | 801 | $459.7K | 0.06% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 803 | $460.7K | 0.37% | −25−3.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 805 | $461.9K | 0.73% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 805 | $462.0K | 0.10% | 00.0% | Unchanged |
| HC Advisors, LLC | 806 | $462.5K | 0.38% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 807 | $463.3K | 0.02% | −59−6.8% | Reduced |
| LPWM LLC | 816 | $463.3K | 0.15% | −15−1.8% | Reduced |
| Adell Harriman & Carpenter Inc | 808 | $463.6K | 0.03% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 809 | $464.3K | 0.08% | −58−6.7% | Reduced |
| Correct Capital Wealth Management | 810 | $464.5K | 0.10% | −1−0.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 814 | $466.9K | 0.05% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 814 | $466.9K | 0.09% | +50+6.5% | Added |
| WealthTrust Asset Management, LLC | 814 | $467.0K | 0.35% | −377−31.7% | Reduced |
| ARK & TLK Investments, LLC | 814 | $467.0K | 0.17% | 00.0% | Unchanged |
| Heritage Wealth Partners, LLC | 816 | $468.0K | 0.55% | −15−1.8% | Reduced |
| Wealth Management Associates, Inc. | 817 | $468.8K | 0.21% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 818 | $469.3K | 0.03% | −250−23.4% | Reduced |
| Compass Capital Management, Inc | 820 | $470.5K | 0.03% | −5−0.6% | Reduced |
| Tarbox Family Office, Inc. | 820 | $470.6K | 0.08% | −1−0.1% | Reduced |
| Redwood Financial Network Corp | 821 | $471.3K | 0.37% | +24+3.0% | Added |
| Adamsbrown Wealth Consultants LLC | 822 | $471.6K | 0.16% | +2+0.2% | Added |
| FCG Investment Co | 824 | $472.8K | 0.31% | +110+15.4% | Added |
| Elevated Capital Advisors, LLC | 828 | $475.1K | 0.13% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 828 | $475.1K | 0.07% | +157+23.4% | Added |
| Concord Wealth Partners | 830 | $476.1K | 0.08% | −480−36.6% | Reduced |
| Concord Asset Management, LLC | 830 | $476.2K | 0.11% | 00.0% | Unchanged |
| Enzi Wealth | 816 | $476.8K | 0.19% | +72+9.7% | Added |
| Solutions 4 Wealth, Ltd | 831 | $477.0K | 0.93% | +1+0.1% | Added |
| Planned Solutions, Inc. | 833 | $478.1K | 0.19% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 834 | $478.5K | 0.11% | +1+0.1% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 838 | $480.7K | 0.16% | −1,825−68.5% | Reduced |
| Barton Investment Management | 839 | $481.4K | 0.06% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 842 | $483.1K | 0.05% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 842 | $483.1K | 0.34% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 842 | $483.1K | 0.13% | +12+1.4% | Added |
| Lodestone Wealth Management LLC | 847 | $485.8K | 0.25% | −894−51.3% | Reduced |
| RPG Investment Advisory, LLC | 849 | $487.1K | 0.07% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 849 | $487.1K | 0.19% | +408+92.5% | Added |
| CJM Wealth Advisers, Ltd. | 852 | $488.7K | 0.17% | +91+12.0% | Added |
| Morling Financial Advisors, LLC | 852 | $488.7K | 0.19% | −318−27.2% | Reduced |
| Advocacy Wealth Management Services, LLC | 852 | $488.8K | 0.04% | 00.0% | Unchanged |
| TTP Investments, Inc. | 852 | $489.0K | 0.17% | −11,044−92.8% | Reduced |
| Balanced Wealth Group LLC | 853 | $489.6K | 0.22% | +2+0.2% | Added |
| Goldstream Capital Management Ltd | 850 | $489.6K | 0.22% | +200+30.8% | Added |
| Chris Bulman Inc | 854 | $490.0K | 0.33% | −11−1.3% | Reduced |
| Fishman Jay A Ltd | 855 | $490.6K | 0.05% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 855 | $490.6K | 0.10% | +191+28.8% | Added |
| DeDora Capital, Inc. | 856 | $491.1K | 0.14% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 856 | $491.1K | 0.30% | 00.0% | Unchanged |
| Farrow Financial Inc. | 865 | $496.3K | 0.31% | −150−14.8% | Reduced |
| Salvus Wealth Management, LLC | 866 | $496.9K | 0.31% | +164+23.4% | Added |
| Herold Advisors, Inc. | 868 | $498.0K | 0.11% | +319+58.1% | Added |
| Blue Zone Wealth Advisors, LLC | 870 | $499.2K | 0.16% | +26+3.1% | Added |
| Orrstown Financial Services Inc | 874 | $501.5K | 0.15% | +874 | New |
| Essex Private Wealth Management, LLC | 878 | $504.0K | 1.19% | 00.0% | Unchanged |
| Advocate Group LLC | 879 | $504.3K | 0.09% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 880 | $505.1K | 0.14% | +25+2.9% | Added |
| Mason & Associates Inc | 885 | $507.8K | 0.13% | −7−0.8% | Reduced |