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 |
|---|---|---|---|---|---|
| Blackston Financial Advisory Group, LLC | 1,224 | $702.6K | 0.36% | −966−44.1% | Reduced |
| Foster Group, Inc. | 1,227 | $703.9K | 0.03% | +288+30.7% | Added |
| Portside Wealth Group, LLC | 1,230 | $705.7K | 0.12% | +7+0.6% | Added |
| Hourglass Capital, LLC | 1,232 | $706.8K | 0.20% | −18−1.4% | Reduced |
| Grant Street Asset Management, Inc. | 1,234 | $707.8K | 0.21% | +291+30.9% | Added |
| Financial Management Network Inc | 1,238 | $709.4K | 0.15% | +37+3.1% | Added |
| Butensky & Cohen Financial Security, Inc | 1,237 | $709.7K | 0.21% | −2−0.2% | Reduced |
| a16z Perennial Management, L.P. | 1,239 | $710.9K | 0.09% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 1,239 | $710.9K | 0.36% | +50+4.2% | Added |
| Canton Hathaway, LLC | 1,240 | $711.0K | 0.18% | −205−14.2% | Reduced |
| jvl associates llc | 1,241 | $712.0K | 0.27% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,242 | $712.8K | 0.16% | +4+0.3% | Added |
| Carrera Capital Advisors | 1,238 | $712.8K | 0.17% | +91+7.9% | Added |
| Stewardship Advisors, LLC | 1,243 | $713.2K | 0.20% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 1,249 | $716.4K | 0.15% | +1,249 | New |
| Center For Asset Management LLC | 1,249 | $716.4K | 0.43% | −16−1.3% | Reduced |
| Bryant Woods Investment Advisors, LLC | 1,251 | $717.8K | 0.37% | +14+1.1% | Added |
| TriaGen Wealth Management LLC | 1,253 | $718.9K | 0.24% | +94+8.1% | Added |
| North Point Portfolio Managers Corp | 1,255 | $720.1K | 0.12% | +102+8.8% | Added |
| Constitution Capital LLC | 1,258 | $721.8K | 0.39% | +3+0.2% | Added |
| Stonehearth Capital Management, LLC | 1,259 | $722.4K | 0.29% | +354+39.1% | Added |
| Community Bank & Trust, Waco, Texas | 1,260 | $723.0K | 0.16% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,260 | $723.2K | 0.32% | −305−19.5% | Reduced |
| HT Partners LLC | 1,262 | $724.1K | 0.26% | −61−4.6% | Reduced |
| Willow Creek Wealth Management Inc. | 1,264 | $725.7K | 0.08% | +6+0.5% | Added |
| Smith Group Asset Management, LLC | 1,266 | $726.4K | 0.06% | +1,266 | New |
| American Trust Investment Advisors, LLC | 1,267 | $727.0K | 0.30% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,267 | $729.2K | 0.20% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 1,271 | $729.5K | 0.52% | +413+48.1% | Added |
| Napa Wealth Management | 1,273 | $730.4K | 0.35% | −36−2.8% | Reduced |
| Quaker Wealth Management, LLC | 1,279 | $734.0K | 0.27% | +1,279 | New |
| London Co of Virginia | 1,280 | $734.5K | 0.00% | +387+43.3% | Added |
| Investment Partners, Ltd. | 1,281 | $734.9K | 0.31% | +1+0.1% | Added |
| Strategic Investment Advisors | 1,283 | $736.0K | 0.08% | −129−9.1% | Reduced |
| SJS Investment Consulting Inc. | 1,285 | $737.1K | 0.13% | +136+11.8% | Added |
| C M Bidwell & Associates Ltd | 1,285 | $737.3K | 0.45% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 1,287 | $738.4K | 0.57% | 00.0% | Unchanged |
| Ewa, LLC | 1,248 | $740.4K | 0.26% | +54+4.5% | Added |
| FSA Wealth Management LLC | 1,292 | $741.0K | 0.30% | +1,292 | New |
| D'Orazio & Associates, Inc. | 1,296 | $743.7K | 0.11% | +92+7.6% | Added |
| Carlson Capital Management | 1,296 | $743.7K | 0.03% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 1,297 | $744.0K | 0.43% | −25−1.9% | Reduced |
| Solidarilty Wealth, LLC | 1,293 | $744.3K | 0.20% | +419+47.9% | Added |
| Great Oak Capital Partners, LLC | 1,300 | $744.7K | 0.26% | 00.0% | Unchanged |
| First National Bank | 1,299 | $745.3K | 0.52% | −100−7.1% | Reduced |
| Vantage Financial Partners, LLC | 1,301 | $746.5K | 0.19% | +340+35.4% | Added |
| Cardinal Point Capital Management, ULC | 1,299 | $747.7K | 0.12% | −867−40.0% | Reduced |
| Dentgroup LLC | 1,305 | $748.8K | 0.56% | +131+11.2% | Added |
| Rothschild Capital Partners, LLC | 1,308 | $750.4K | 0.21% | +4+0.3% | Added |
| Everhart Financial Group, Inc. | 1,309 | $751.0K | 0.17% | −422−24.4% | Reduced |
| Hoxton Planning & Management, LLC | 1,309 | $751.1K | 0.29% | +1,309 | New |
| Thomasville National Bank | 1,311 | $752.2K | 0.06% | −39−2.9% | Reduced |
| Asset Planning Services Inc | 1,312 | $753.0K | 0.37% | −89−6.4% | Reduced |
| Tru Independence Asset Management 2, LLC | 1,310 | $753.9K | 0.64% | +1,310 | New |
| Innealta Capital, LLC | 1,320 | $757.4K | 0.31% | +131+11.0% | Added |
| Hemenway Trust Co LLC | 1,321 | $757.9K | 0.06% | −171−11.5% | Reduced |
| Cascade Investment Group, Inc. | 1,321 | $757.9K | 0.56% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 1,322 | $758.5K | 0.25% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,319 | $758.9K | 0.20% | +497+60.5% | Added |
| TFG Advisers LLC | 1,324 | $759.8K | 0.27% | −40−2.9% | Reduced |
| Rakuten Securities, Inc. | 1,326 | $760.8K | 0.33% | −545−29.1% | Reduced |
| Lafayette Investments, Inc. | 1,326 | $760.8K | 0.16% | +51+4.0% | Added |
| Ipswich Investment Management Co., Inc. | 1,331 | $763.7K | 0.18% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 1,331 | $763.7K | 0.02% | +86+6.9% | Added |
| Kraft Asset Management, LLC | 1,339 | $768.3K | 0.60% | −237−15.0% | Reduced |
| Financial Alternatives, Inc | 1,341 | $769.1K | 0.54% | 00.0% | Unchanged |
| Ethic Inc. | 1,473 | $770.5K | 0.02% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 1,343 | $770.6K | 0.51% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 1,344 | $771.2K | 0.57% | +59+4.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,351 | $775.1K | 0.08% | −20−1.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,351 | $775.3K | 0.32% | −453−25.1% | Reduced |
| Scholtz & Company, LLC | 1,352 | $775.7K | 0.37% | −245−15.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,362 | $781.8K | 0.19% | −12−0.9% | Reduced |
| Nicollet Investment Management, Inc. | 1,366 | $784.0K | 0.27% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 1,368 | $784.7K | 0.32% | +349+34.2% | Added |
| MeadowBrook Investment Advisors LLC | 1,368 | $784.9K | 0.71% | +429+45.7% | Added |
| Legacy Capital Group California, Inc. | 1,369 | $785.5K | 0.26% | +304+28.5% | Added |
| Beacon Financial Group | 1,370 | $785.9K | 0.09% | −209−13.2% | Reduced |
| Beacon Wealthcare LLC | 1,372 | $787.1K | 0.32% | +53+4.0% | Added |
| Platte River Wealth Advisors, LLC | 1,380 | $791.8K | 0.21% | −26−1.8% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,382 | $792.9K | 0.63% | −39−2.7% | Reduced |
| Mattern Wealth Management LLC | 1,382 | $793.1K | 0.17% | 00.0% | Unchanged |
| SFM, LLC | 1,389 | $797.0K | 0.60% | +187+15.6% | Added |
| First Financial Corp | 1,391 | $798.1K | 0.38% | −21−1.5% | Reduced |
| WealthTrust Axiom LLC | 1,392 | $798.5K | 0.24% | +2+0.1% | Added |
| Aufman Associates Inc | 1,394 | $799.8K | 0.51% | −76−5.2% | Reduced |
| Integrated Investment Consultants, LLC | 1,398 | $802.0K | 0.17% | +4+0.3% | Added |
| Quest Partners LLC | 1,400 | $803.3K | 0.07% | +1,400 | New |
| Stony Point Wealth Management Inc. | 1,400 | $803.5K | 0.34% | −11−0.8% | Reduced |
| RW Investment Management LLC | 1,402 | $804.4K | 0.10% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,403 | $805.0K | 0.29% | −63−4.3% | Reduced |
| Horizon Investments, LLC | 1,406 | $806.7K | 0.02% | −20−1.4% | Reduced |
| Finer Wealth Management, Inc. | 1,411 | $809.5K | 0.50% | −88−5.9% | Reduced |
| Buttonwood Financial Advisors Inc. | 1,413 | $810.8K | 0.35% | +237+20.2% | Added |
| David R. Rahn & Associates Inc. | 1,415 | $811.6K | 0.25% | −13−0.9% | Reduced |
| Vectors Research Management, LLC | 1,416 | $812.0K | 0.25% | +1+0.1% | Added |
| O'Brien Wealth Partners LLC | 1,418 | $813.6K | 0.16% | +494+53.5% | Added |
| Alpine Bank Wealth Management | 1,418 | $813.6K | 0.13% | +1,418 | New |
| Addison Advisors LLC | 1,423 | $816.5K | 0.23% | −119−7.7% | Reduced |
| EMC Capital Management | 7,360 | $818.0K | 0.67% | +3,740+103.3% | Added |