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 |
|---|---|---|---|---|---|
| NavPoint Financial, Inc. | 1,048 | $601.5K | 0.48% | +3+0.3% | Added |
| Smith Shellnut Wilson LLC | 1,050 | $602.4K | 0.27% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 1,050 | $602.4K | 0.38% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 1,051 | $602.9K | 0.17% | 00.0% | Unchanged |
| Clark Estates Inc | 1,054 | $604.7K | 0.11% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,057 | $606.5K | 0.44% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 1,211 | $606.5K | 0.28% | +42+3.6% | Added |
| Elite Life Management LLC | 1,058 | $607.3K | 1.98% | 00.0% | Unchanged |
| Columbus Macro, LLC | 1,059 | $607.6K | 0.22% | 00.0% | Unchanged |
| Vicus Capital | 5,882 | $607.9K | 0.05% | −1,491−20.2% | Reduced |
| Nova R Wealth, Inc. | 1,061 | $609.0K | 0.30% | +3+0.3% | Added |
| Compass Financial Group, Inc. | 1,062 | $609.3K | 0.28% | −4−0.4% | Reduced |
| America First Investment Advisors, LLC | 1,064 | $610.4K | 0.14% | −43−3.9% | Reduced |
| Schaeffer Financial LLC | 1,066 | $611.6K | 0.62% | −165−13.4% | Reduced |
| LVZ Advisors, Inc. | 1,070 | $613.9K | 0.08% | −15−1.4% | Reduced |
| Picton Mahoney Asset Management | 1,070 | $614.0K | 0.02% | −740−40.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,071 | $614.4K | 0.20% | −5−0.5% | Reduced |
| Traveka Wealth, LLC | 1,072 | $615.1K | 0.31% | +19+1.8% | Added |
| SWMG, LLC | 1,034 | $617.5K | 0.26% | −1−0.1% | Reduced |
| Heritage Wealth Management, Inc. | 1,080 | $619.8K | 0.20% | −349−24.4% | Reduced |
| Darwin Advisors, LLC | 1,083 | $621.1K | 0.17% | +1+0.1% | Added |
| AAFCPAs Wealth Management, LLC | 1,083 | $621.3K | 0.31% | −58−5.1% | Reduced |
| Silverlake Wealth Management LLC | 1,085 | $622.4K | 0.24% | +190+21.2% | Added |
| Probity Advisors, Inc. | 1,085 | $622.5K | 0.12% | −13−1.2% | Reduced |
| Chico Wealth RIA | 1,094 | $627.6K | 0.54% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 1,095 | $628.3K | 0.24% | +182+19.9% | Added |
| Riggs Asset Managment Co. Inc. | 1,096 | $628.8K | 0.17% | −929−45.9% | Reduced |
| Wilkins Investment Counsel Inc | 1,096 | $628.8K | 0.09% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 1,100 | $631.1K | 0.49% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,091 | $632.5K | 0.11% | +388+55.2% | Added |
| Umpqua Bank | 1,107 | $635.2K | 0.23% | 00.0% | Unchanged |
| Security National Bank | 1,107 | $635.2K | 0.09% | +63+6.0% | Added |
| MN Wealth Advisors, LLC | 1,107 | $635.4K | 0.36% | +53+5.0% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,119 | $636.2K | 0.35% | +4+0.4% | Added |
| Hilltop Partners LLC | 1,109 | $636.4K | 0.21% | −75−6.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,110 | $636.9K | 0.19% | +4+0.4% | Added |
| Sara-Bay Financial | 1,111 | $637.2K | 0.27% | +31+2.9% | Added |
| Xcel Wealth Management, LLC | 1,115 | $639.7K | 0.19% | +205+22.5% | Added |
| Interactive Financial Advisors | 1,116 | $640.5K | 0.33% | −82−6.8% | Reduced |
| 5th Street Advisors, LLC | 1,117 | $640.9K | 0.31% | +355+46.6% | Added |
| Terra Nova Asset Management LLC | 1,119 | $642.3K | 0.48% | +2+0.2% | Added |
| Riverview Capital Advisers, LLC | 1,123 | $644.2K | 0.20% | +4+0.4% | Added |
| Certus Wealth Management, LLC | 1,124 | $644.9K | 0.45% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 1,126 | $646.1K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,114 | $646.2K | 0.28% | +226+25.5% | Added |
| Financial Sense Advisors, Inc. | 1,127 | $646.8K | 0.18% | +70+6.6% | Added |
| Northstar Asset Management Inc | 1,129 | $647.8K | 0.16% | −295−20.7% | Reduced |
| Karpus Management, Inc. | 1,130 | $648.3K | 0.02% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,132 | $649.5K | 0.27% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,133 | $650.2K | 0.31% | +307+37.2% | Added |
| Root Financial Partners, LLC | 1,133 | $650.3K | 0.10% | +73+6.9% | Added |
| Heritage Wealth Management, Inc. | 1,135 | $651.2K | 0.59% | −48−4.1% | Reduced |
| IVC Wealth Advisors LLC | 1,136 | $651.6K | 0.36% | +1+0.1% | Added |
| Villere St Denis J & Co LLC | 1,137 | $652.4K | 0.05% | +1,137 | New |
| Sageworth Trust Co of South Dakota | 1,139 | $653.5K | 0.84% | +1,139 | New |
| Napatree Capital LLC | 1,147 | $657.9K | 0.46% | +227+24.7% | Added |
| HighMark Wealth Management LLC | 1,149 | $659.4K | 0.36% | 00.0% | Unchanged |
| Washington Trust Bank | 1,151 | $660.4K | 0.06% | +50+4.5% | Added |
| 3EDGE Asset Management, LP | 1,153 | $661.5K | 0.05% | −17−1.5% | Reduced |
| Code Waechter LLC | 1,154 | $662.0K | 0.63% | +1,154 | New |
| Beck Capital Management, LLC | 1,155 | $662.7K | 0.18% | −150−11.5% | Reduced |
| Gradient Capital Advisors, LLC | 1,156 | $663.2K | 0.22% | −22−1.9% | Reduced |
| Sage Financial Management Group, Inc. | 1,157 | $664.0K | 0.26% | −9−0.8% | Reduced |
| Bullock Wealth Management Group | 1,169 | $664.9K | 0.40% | +134+12.9% | Added |
| Eclectic Associates Inc | 1,160 | $665.4K | 0.26% | −107−8.4% | Reduced |
| Ardent Capital Management, Inc. | 1,161 | $666.1K | 0.30% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 1,162 | $666.7K | 0.34% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,163 | $667.3K | 0.29% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,164 | $667.8K | 0.39% | +1+0.1% | Added |
| Exeter Financial, LLC | 1,164 | $667.9K | 0.30% | 00.0% | Unchanged |
| Harbor Group, Inc. | 1,164 | $667.9K | 0.15% | −72−5.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 1,165 | $668.3K | 0.10% | −8−0.7% | Reduced |
| Capital Performance Advisors LLP | 1,166 | $668.8K | 0.20% | −287−19.8% | Reduced |
| FC Advisory LLC | 1,171 | $671.9K | 0.23% | +2+0.2% | Added |
| Trademark Financial Management, LLC | 1,172 | $672.2K | 0.53% | +32+2.8% | Added |
| IMPACTfolio, LLC | 1,175 | $674.0K | 0.35% | +11+0.9% | Added |
| Holistic Financial Partners | 1,178 | $676.1K | 0.33% | +6+0.5% | Added |
| Marathon Capital Management | 1,179 | $676.6K | 0.16% | +1,179 | New |
| Northcape Wealth Management, LLC | 1,180 | $677.0K | 0.22% | 00.0% | Unchanged |
| Narwhal Capital Management | 1,181 | $677.6K | 0.06% | 00.0% | Unchanged |
| Cedrus LLC | 1,182 | $678.3K | 0.25% | +409+52.9% | Added |
| Ballast, Inc. | 1,185 | $679.9K | 0.19% | +14+1.2% | Added |
| Altiora Financial Group, LLC | 1,188 | $681.4K | 0.15% | +510+75.2% | Added |
| Hurlow Wealth Management Group, Inc. | 1,189 | $682.4K | 0.21% | −2−0.2% | Reduced |
| Altrius Capital Management Inc | 1,192 | $684.5K | 0.17% | +65+5.8% | Added |
| Apeiron RIA LLC | 1,194 | $685.3K | 0.20% | +1+0.1% | Added |
| Onefund, LLC | 1,196 | $686.2K | 0.70% | +47+4.1% | Added |
| Intelligent Financial Strategies | 1,194 | $687.0K | 0.38% | 00.0% | Unchanged |
| Sequent Planning LLC | 1,201 | $689.3K | 0.24% | −48−3.8% | Reduced |
| 17 Capital Partners, LLC | 1,202 | $689.7K | 0.45% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 1,202 | $689.7K | 0.19% | +74+6.6% | Added |
| Norris Perne & French LLP | 1,203 | $690.4K | 0.05% | +15+1.3% | Added |
| Gsa Capital Partners LLP | 1,204 | $691.0K | 0.05% | +1,204 | New |
| Allen Capital Group, LLC | 1,205 | $691.4K | 0.09% | +123+11.4% | Added |
| Silver Lake Advisory, LLC | 1,208 | $693.1K | 0.28% | +4+0.3% | Added |
| Keb Asset Management, LLC | 1,208 | $693.1K | 0.21% | +11+0.9% | Added |
| Granite Harbor Advisors, Inc. | 1,212 | $695.4K | 0.40% | 00.0% | Unchanged |
| American Money Management, LLC | 1,213 | $696.0K | 0.14% | −28−2.3% | Reduced |
| OneAscent Wealth Management LLC | 1,211 | $697.0K | 0.26% | +259+27.2% | Added |
| Golden State Equity Partners | 1,222 | $701.3K | 0.11% | +38+3.2% | Added |