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 |
|---|---|---|---|---|---|
| Veracity Capital LLC | 12,954 | $7.43M | 2.84% | −28−0.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 12,902 | $7.40M | 0.99% | −4,714−26.8% | Reduced |
| Clear Creek Financial Management, LLC | 12,893 | $7.40M | 0.84% | +227+1.8% | Added |
| Pinnacle Family Advisors, LLC | 12,854 | $7.37M | 3.82% | −14,793−53.5% | Reduced |
| Patten Group, Inc. | 12,850 | $7.37M | 1.64% | −502−3.8% | Reduced |
| Vista Wealth Management Group, LLC | 12,836 | $7.36M | 0.49% | −202−1.5% | Reduced |
| Farmers & Merchants Investments Inc | 12,829 | $7.36M | 0.23% | +785+6.5% | Added |
| Pallas Capital Advisors LLC | 12,700 | $7.36M | 0.31% | −262−2.0% | Reduced |
| Aspire Capital Advisors LLC | 12,813 | $7.35M | 2.19% | −306−2.3% | Reduced |
| Market Street Wealth Management Advisors LLC | 12,810 | $7.35M | 1.21% | −65−0.5% | Reduced |
| Bank of New Hampshire | 12,789 | $7.34M | 1.84% | −170−1.3% | Reduced |
| Sitrin Capital Management LLC | 12,720 | $7.32M | 3.66% | −136−1.1% | Reduced |
| AlphaStar Capital Management, LLC | 12,757 | $7.32M | 0.58% | +5,545+76.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12,740 | $7.31M | 0.62% | +1,066+9.1% | Added |
| Meritage Portfolio Management | 12,655 | $7.26M | 0.44% | −179−1.4% | Reduced |
| Jupiter Wealth Management LLC | 12,623 | $7.24M | 3.71% | +3,057+32.0% | Added |
| Creative Financial Designs Inc | 12,614 | $7.24M | 0.61% | +695+5.8% | Added |
| Glassman Wealth Services | 12,603 | $7.23M | 1.23% | +20.0% | Added |
| Operose Advisors LLC | 12,586 | $7.22M | 2.34% | +14+0.1% | Added |
| Oliver Luxxe Assets LLC | 12,573 | $7.21M | 1.29% | −275−2.1% | Reduced |
| World Equity Group, Inc. | 12,549 | $7.20M | 2.60% | +811+6.9% | Added |
| Walkner Condon Financial Advisors LLC | 12,513 | $7.18M | 1.46% | +558+4.7% | Added |
| Savoie Capital LLC | 12,503 | $7.17M | 0.88% | 00.0% | Unchanged |
| Scoggin Management LP | 12,500 | $7.17M | 3.96% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 12,489 | $7.17M | 0.68% | +408+3.4% | Added |
| Ashford Capital Management Inc | 12,463 | $7.15M | 0.89% | +601+5.1% | Added |
| Apella Capital, LLC | 12,568 | $7.15M | 0.29% | +996+8.6% | Added |
| Element Wealth, LLC | 12,408 | $7.12M | 3.77% | −369−2.9% | Reduced |
| Calamos Advisors LLC | 12,374 | $7.10M | 0.03% | −797−6.1% | Reduced |
| DBK Financial Counsel, LLC | 12,339 | $7.08M | 7.15% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 12,332 | $7.08M | 0.11% | +670+5.7% | Added |
| Strategy Asset Managers LLC | 12,218 | $7.01M | 1.35% | −2,115−14.8% | Reduced |
| Charter Trust Co | 12,205 | $7.00M | 0.45% | −105−0.9% | Reduced |
| Cliffwater LLC | 12,204 | $7.00M | 1.62% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 12,175 | $6.99M | 3.36% | +4,658+62.0% | Added |
| Port Capital LLC | 12,169 | $6.98M | 0.31% | −51−0.4% | Reduced |
| Peoples Bank | 12,124 | $6.96M | 3.55% | −115−0.9% | Reduced |
| Lazard Asset Management LLC | 12,122 | $6.96M | 0.01% | −12,785−51.3% | Reduced |
| Invenio Wealth Partners LLC | 12,110 | $6.95M | 3.01% | −21−0.2% | Reduced |
| Harbor Investment Advisory, LLC | 12,076 | $6.92M | 0.68% | +22+0.2% | Added |
| Wick Capital Partners, LLC | 12,066 | $6.92M | 2.24% | +1,454+13.7% | Added |
| REDW Wealth LLC | 12,060 | $6.92M | 1.77% | −90−0.7% | Reduced |
| HTLF Bank | 12,038 | $6.91M | 0.75% | −20−0.2% | Reduced |
| GSB Wealth Management, LLC | 11,992 | $6.88M | 1.76% | −819−6.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 11,991 | $6.88M | 0.13% | +760+6.8% | Added |
| Green Harvest Asset Management LLC | 11,990 | $6.88M | 0.14% | +803+7.2% | Added |
| Boston Mountain Money Management Inc | 11,984 | $6.88M | 3.99% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 11,971 | $6.87M | 0.36% | +407+3.5% | Added |
| Truepoint, Inc. | 11,959 | $6.86M | 0.18% | +1,754+17.2% | Added |
| Vishria Bird Financial Group, LLC | 11,952 | $6.86M | 2.60% | −10.0% | Reduced |
| Retirement Planning Group | 11,951 | $6.86M | 0.37% | +10,783+923.2% | Added |
| Motiv8 Investments LLC | 11,946 | $6.85M | 4.62% | −213−1.8% | Reduced |
| Old North State Trust, LLC | 11,936 | $6.85M | 5.57% | 00.0% | Unchanged |
| West Bancorporation Inc | 11,922 | $6.84M | 4.56% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 11,939 | $6.84M | 2.50% | −70−0.6% | Reduced |
| Fiduciary Planning LLC | 11,873 | $6.81M | 2.31% | +212+1.8% | Added |
| Mount Capital Ltd | 11,900 | $6.80M | 2.38% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 11,828 | $6.79M | 1.50% | +6+0.1% | Added |
| RFG Advisory, LLC | 11,814 | $6.78M | 0.21% | −1,481−11.1% | Reduced |
| MGO Private Wealth, LLC | 11,806 | $6.77M | 4.82% | −749−6.0% | Reduced |
| Channel Wealth LLC | 11,786 | $6.76M | 2.23% | +7,294+162.4% | Added |
| Regent Peak Wealth Advisors LLC | 11,777 | $6.76M | 1.55% | −134−1.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 11,746 | $6.74M | 0.52% | −184−1.5% | Reduced |
| Marvin & Palmer Associates Inc | 11,715 | $6.72M | 5.64% | +5,320+83.2% | Added |
| HBK Sorce Advisory LLC | 11,654 | $6.69M | 0.20% | +28+0.2% | Added |
| International Private Wealth Advisors LLC | 11,628 | $6.67M | 9.78% | +1,748+17.7% | Added |
| Gratus Wealth Advisors, LLC | 11,713 | $6.65M | 1.09% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 11,558 | $6.63M | 4.18% | −30.0% | Reduced |
| Private Portfolio Partners LLC | 11,519 | $6.61M | 1.24% | +76+0.7% | Added |
| Cornerstone Advisors, LLC | 11,500 | $6.60M | 0.26% | +11,500 | New |
| Stephen J. Garry & Associates, LLC | 11,479 | $6.59M | 6.26% | +278+2.5% | Added |
| Vienna Asset Management LLC | 11,465 | $6.58M | 4.86% | +2,158+23.2% | Added |
| Alta Wealth Advisors LLC | 11,444 | $6.57M | 3.00% | +427+3.9% | Added |
| EverSource Wealth Advisors, LLC | 11,441 | $6.56M | 0.42% | −577−4.8% | Reduced |
| Moody National Bank Trust Division | 11,433 | $6.56M | 0.70% | +10,650+1,360.2% | Added |
| Sierra Capital LLC | 11,376 | $6.53M | 0.78% | +82+0.7% | Added |
| Certified Advisory Corp | 11,374 | $6.53M | 0.72% | +380+3.5% | Added |
| Cypress Wealth Services, LLC | 11,341 | $6.51M | 1.35% | +18+0.2% | Added |
| Great Diamond Partners, LLC | 11,320 | $6.49M | 1.65% | −827−6.8% | Reduced |
| Foster & Motley Inc | 11,311 | $6.49M | 0.41% | +2,077+22.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,189 | $6.48M | 0.06% | −4,283−27.7% | Reduced |
| Burns J W & Co Inc | 11,253 | $6.46M | 0.84% | +604+5.7% | Added |
| Leo Wealth, LLC | 11,209 | $6.43M | 0.59% | +2,581+29.9% | Added |
| Amplius Wealth Advisors, LLC | 11,207 | $6.43M | 0.70% | −20−0.2% | Reduced |
| Guidance Point Advisors, LLC | 11,201 | $6.43M | 1.88% | +32+0.3% | Added |
| Cary Street Partners Asset Management LLC | 11,193 | $6.42M | 0.85% | −373−3.2% | Reduced |
| Trust Co of Vermont | 11,144 | $6.39M | 0.32% | −214−1.9% | Reduced |
| Clare Market Investments LLC | 11,113 | $6.38M | 1.67% | +789+7.6% | Added |
| Seelaus Asset Management LLC | 11,107 | $6.37M | 5.84% | +742+7.2% | Added |
| Guardian Capital Advisors LP | 11,201 | $6.37M | 0.63% | −9−0.1% | Reduced |
| Pictet Bank & Trust Ltd | 11,041 | $6.33M | 6.41% | +5,725+107.7% | Added |
| Kanawha Capital Management LLC | 11,040 | $6.33M | 0.46% | +1,086+10.9% | Added |
| Armbruster Capital Management, Inc. | 11,025 | $6.33M | 1.26% | −385−3.4% | Reduced |
| Capital Investment Advisory Services, LLC | 11,015 | $6.32M | 0.60% | +838+8.2% | Added |
| Kolinsky Wealth Management, LLC | 10,989 | $6.30M | 4.10% | −301−2.7% | Reduced |
| Intact Investment Management Inc. | 10,985 | $6.30M | 0.21% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 10,973 | $6.30M | 0.26% | −209−1.9% | Reduced |
| Macroview Investment Management LLC | 10,959 | $6.29M | 6.15% | +770+7.6% | Added |
| Smithfield Trust Co | 10,960 | $6.29M | 0.31% | −911−7.7% | Reduced |
| Leverty Financial Group, LLC | 10,947 | $6.28M | 3.43% | +2,110+23.9% | Added |