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 |
|---|---|---|---|---|---|
| Shufro Rose & Co LLC | 936 | $509.4K | 0.04% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 889 | $510.0K | 0.20% | +889 | New |
| Great Waters Wealth Management | 890 | $510.6K | 0.07% | +2+0.2% | Added |
| Eagle Bay Advisors LLC | 885 | $510.6K | 0.20% | +17+2.0% | Added |
| Family Firm, Inc. | 891 | $511.1K | 0.11% | −71−7.4% | Reduced |
| Rowland & Co Investment Counsel | 891 | $511.7K | 0.10% | +54+6.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 892 | $512.0K | 0.11% | +3+0.3% | Added |
| Triune Financial Partners, LLC | 893 | $512.5K | 0.16% | +3+0.3% | Added |
| Sprinkle Financial Consultants LLC | 899 | $515.8K | 0.37% | −27−2.9% | Reduced |
| JBR Co Financial Management Inc | 900 | $516.4K | 0.34% | −55−5.8% | Reduced |
| Stonebrook Private Inc. | 902 | $517.7K | 0.14% | +14+1.6% | Added |
| WP Advisors, LLC | 903 | $518.3K | 0.19% | +36+4.2% | Added |
| WealthCare Investment Partners, LLC | 913 | $518.7K | 0.23% | +4+0.4% | Added |
| Concentrum Wealth Management | 907 | $520.3K | 0.20% | −32−3.4% | Reduced |
| Trust Co | 907 | $520.7K | 0.06% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 910 | $522.1K | 0.22% | −6−0.7% | Reduced |
| HHM Wealth Advisors, LLC | 912 | $523.5K | 0.07% | +80+9.6% | Added |
| Hill Island Financial LLC | 913 | $523.8K | 0.16% | +23+2.6% | Added |
| Waterford Advisors, LLC | 914 | $524.4K | 0.27% | 00.0% | Unchanged |
| Hudock, Inc. | 914 | $524.5K | 0.09% | +2+0.2% | Added |
| Allied Investment Advisors, LLC | 919 | $527.3K | 0.10% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 920 | $527.9K | 0.02% | 00.0% | Unchanged |
| Mittelman Wealth Management | 921 | $528.4K | 0.30% | +127+16.0% | Added |
| Mainstay Capital Management LLC | 921 | $528.4K | 0.09% | +33+3.7% | Added |
| AMJ Financial Wealth Management | 925 | $530.7K | 0.15% | −32−3.3% | Reduced |
| Opus Capital Group, LLC | 929 | $533.0K | 0.07% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 930 | $533.6K | 0.12% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 930 | $533.7K | 0.08% | +112+13.7% | Added |
| Quarry Hill Advisors, LLC | 936 | $537.0K | 0.36% | −102−9.8% | Reduced |
| M. Kulyk & Associates, LLC | 937 | $537.6K | 0.11% | −10−1.1% | Reduced |
| TPG Financial Advisors, LLC | 940 | $539.3K | 0.24% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 942 | $540.6K | 0.22% | +942 | New |
| Requisite Capital Management, LLC | 940 | $541.0K | 0.11% | +1+0.1% | Added |
| KWMG, LLC | 945 | $542.2K | 0.05% | −31−3.2% | Reduced |
| Slagle Financial, LLC | 946 | $542.9K | 0.24% | −39−4.0% | Reduced |
| Bluestem Financial Advisors, LLC | 947 | $543.4K | 0.25% | −27−2.8% | Reduced |
| Seamount Financial Group Inc | 948 | $543.9K | 0.41% | +66+7.5% | Added |
| Creekside Partners | 949 | $544.7K | 0.28% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 951 | $545.5K | 0.09% | 00.0% | Unchanged |
| Morton Community Bank | 954 | $547.4K | 0.14% | 00.0% | Unchanged |
| Lee Johnson Capital Management, LLC | 956 | $548.5K | 0.28% | +956 | New |
| Essential Planning, LLC. | 962 | $552.0K | 0.23% | +962 | New |
| Check Capital Management Inc | 965 | $553.7K | 0.04% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 965 | $554.0K | 0.17% | 00.0% | Unchanged |
| XTX Topco Ltd | 967 | $554.8K | 0.04% | +967 | New |
| Crown Wealth Group, LLC | 968 | $555.2K | 0.24% | −400−29.2% | Reduced |
| Hemington Wealth Management | 978 | $556.0K | 0.15% | +130+15.3% | Added |
| Legacy Advisory Services, LLC | 971 | $557.0K | 0.48% | −701−41.9% | Reduced |
| Teachers Insurance & Annuity Association of America | 971 | $557.1K | 0.85% | +971 | New |
| Stegner Investment Associates Inc. | 972 | $557.7K | 0.38% | +1+0.1% | Added |
| Gerber, LLC | 972 | $557.9K | 0.41% | +3+0.3% | Added |
| Greenwood Capital Associates LLC | 974 | $558.8K | 0.07% | −134−12.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 975 | $559.0K | 0.26% | −14−1.4% | Reduced |
| NCM Capital Management, LLC | 975 | $559.4K | 0.27% | +260+36.4% | Added |
| Alpha Financial Advisors, LLC | 977 | $560.7K | 0.25% | +9+0.9% | Added |
| RS Crum Inc. | 982 | $563.7K | 0.13% | 00.0% | Unchanged |
| Mendel Money Management | 983 | $564.0K | 0.24% | −21−2.1% | Reduced |
| Braun-Bostich & Associates Inc. | 983 | $564.0K | 0.39% | −13−1.3% | Reduced |
| Elgethun Capital Management | 990 | $568.0K | 0.13% | +299+43.3% | Added |
| StoneCrest Wealth Management, Inc. | 993 | $569.7K | 0.41% | +251+33.8% | Added |
| Truvestments Capital LLC | 995 | $570.8K | 0.15% | +54+5.7% | Added |
| Waypoint Wealth Partners Inc. | 997 | $572.0K | 0.15% | −134−11.8% | Reduced |
| Rhumbline Advisers | 998 | $572.6K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 999 | $573.2K | 0.19% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 999 | $573.2K | 0.11% | +440+78.7% | Added |
| Palisade Capital Management LLC | 1,000 | $573.8K | 0.02% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 1,001 | $574.3K | 0.23% | +29+3.0% | Added |
| Rezny Wealth Management, Inc. | 1,001 | $574.3K | 0.14% | −34−3.3% | Reduced |
| Seneca Financial Advisors LLC | 1,001 | $574.5K | 0.28% | −173−14.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,003 | $575.5K | 0.06% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,005 | $576.4K | 0.01% | −488−32.7% | Reduced |
| Acadian Asset Management LLC | 1,009 | $577.0K | 0.00% | +302+42.7% | Added |
| Athena Investment Management | 1,006 | $577.1K | 0.33% | 00.0% | Unchanged |
| SMART Wealth LLC | 1,008 | $578.4K | 0.23% | +413+69.4% | Added |
| Investors Research Corp | 1,011 | $580.1K | 0.13% | 00.0% | Unchanged |
| RDA Financial Network | 1,012 | $580.5K | 0.18% | +434+75.1% | Added |
| Penn Davis McFarland Inc | 1,012 | $580.9K | 0.07% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 1,024 | $587.5K | 0.06% | +1,024 | New |
| SevenBridge Financial Group, LLC | 982 | $588.0K | 0.11% | −10−1.0% | Reduced |
| Wolff Financial Management LLC | 1,025 | $588.0K | 0.16% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 1,025 | $588.1K | 0.28% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 1,028 | $589.8K | 0.45% | 00.0% | Unchanged |
| Mullaney, Keating & Wright, Inc. | 1,029 | $590.3K | 0.41% | +6+0.6% | Added |
| Alpha Financial Partners, LLC | 1,029 | $590.4K | 0.42% | −1,094−51.5% | Reduced |
| Ehrlich Financial Group | 1,029 | $590.4K | 0.42% | +1,029 | New |
| Carr Financial Group Corp | 1,029 | $590.4K | 0.18% | −38−3.6% | Reduced |
| Insight Wealth Partners, LLC | 1,030 | $591.1K | 0.36% | −1−0.1% | Reduced |
| TD Capital Management LLC | 1,031 | $591.5K | 0.06% | +3+0.3% | Added |
| 25 LLC | 1,332 | $592.2K | 0.26% | +301+29.2% | Added |
| JB Capital LLC | 1,036 | $594.5K | 0.03% | +155+17.6% | Added |
| Landaas & Co | 1,038 | $595.0K | 0.17% | +105+11.3% | Added |
| Keystone Financial Services | 1,038 | $595.5K | 0.23% | +131+14.4% | Added |
| Rational Advisors LLC | 1,038 | $595.6K | 0.06% | +1,038 | New |
| Better Money Decisions, LLC | 1,038 | $595.6K | 0.42% | −1−0.1% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 1,040 | $596.7K | 0.28% | +2+0.2% | Added |
| GLOBALT Investments LLC | 1,041 | $597.3K | 0.02% | −943−47.5% | Reduced |
| Lakewood Asset Management LLC | 1,042 | $597.9K | 0.41% | +10+1.0% | Added |
| Lincoln Capital LLC | 1,046 | $600.1K | 0.13% | +44+4.4% | Added |
| Diversified, LLC | 1,046 | $600.3K | 0.07% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 1,046 | $600.3K | 0.07% | +1,046 | New |