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 |
|---|---|---|---|---|---|
| Bay Rivers Group | 9,384 | $5.38M | 2.68% | −30−0.3% | Reduced |
| KKM Financial LLC | 9,352 | $5.37M | 2.65% | −1,082−10.4% | Reduced |
| Private Wealth Partners, LLC | 9,327 | $5.35M | 0.43% | +1,524+19.5% | Added |
| Meritage Group LP | 9,322 | $5.35M | 0.12% | −23,404−71.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,321 | $5.35M | 2.88% | +6+0.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 9,256 | $5.31M | 0.30% | +150+1.6% | Added |
| WPWealth LLP | 9,204 | $5.28M | 1.09% | +150+1.7% | Added |
| Wealthstream Advisors, Inc. | 9,197 | $5.28M | 0.96% | +738+8.7% | Added |
| Fogel Capital Management, Inc. | 9,176 | $5.27M | 2.72% | −31−0.3% | Reduced |
| HCR Wealth Advisors | 9,140 | $5.24M | 0.69% | +1,658+22.2% | Added |
| Verus Capital Partners, LLC | 9,135 | $5.24M | 0.51% | +302+3.4% | Added |
| Garden State Investment Advisory Services LLC | 9,118 | $5.24M | 1.68% | +114+1.3% | Added |
| Roberts Glore & Co Inc | 9,126 | $5.24M | 1.51% | +925+11.3% | Added |
| Loudon Investment Management, LLC | 9,107 | $5.23M | 2.86% | +224+2.5% | Added |
| Millington Financial Advisors, LLC | 9,106 | $5.22M | 3.26% | −19−0.2% | Reduced |
| Sharp Financial Services, LLC | 9,075 | $5.21M | 4.02% | +564+6.6% | Added |
| GSG Advisors LLC | 9,146 | $5.20M | 1.72% | +236+2.6% | Added |
| WorthPointe, LLC | 9,044 | $5.19M | 2.18% | −1,291−12.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 9,030 | $5.18M | 1.04% | +206+2.3% | Added |
| Clark Capital Management Group, Inc. | 9,019 | $5.17M | 0.04% | +2,859+46.4% | Added |
| Pacific Financial Group Inc | 9,012 | $5.17M | 3.79% | −570−5.9% | Reduced |
| LJI Wealth Management, LLC | 8,972 | $5.15M | 1.05% | +164+1.9% | Added |
| Herbst Group, LLC | 8,956 | $5.14M | 3.18% | +456+5.4% | Added |
| True North Advisors, LLC | 8,948 | $5.13M | 1.34% | −160−1.8% | Reduced |
| DHK Financial Advisors, Inc. | 8,911 | $5.13M | 3.14% | +7,238+432.6% | Added |
| Litman Gregory Asset Management LLC | 8,920 | $5.12M | 0.43% | +3,483+64.1% | Added |
| Tennessee Valley Asset Management Partners | 8,867 | $5.11M | 0.85% | −594−6.3% | Reduced |
| F/M Investments LLC | 8,910 | $5.11M | 0.17% | −14−0.2% | Reduced |
| My Personal CFO, LLC | 8,906 | $5.11M | 2.80% | +192+2.2% | Added |
| NWF Advisory Services Inc. | 8,895 | $5.10M | 0.74% | +782+9.6% | Added |
| Paradigm Financial Partners, LLC | 8,523 | $5.09M | 0.71% | +2,946+52.8% | Added |
| Sightline Wealth Advisors, LLC | 8,837 | $5.07M | 2.79% | +26+0.3% | Added |
| Breakwater Investment Management | 8,835 | $5.07M | 2.12% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 8,818 | $5.06M | 1.08% | +8,120+1,163.3% | Added |
| Rebalance, LLC | 8,807 | $5.05M | 0.37% | −1,790−16.9% | Reduced |
| Colony Family Offices, LLC | 8,753 | $5.04M | 1.56% | −337−3.7% | Reduced |
| Sterneck Capital Management, LLC | 8,772 | $5.03M | 2.72% | +1,632+22.9% | Added |
| Samalin Investment Counsel, LLC | 8,742 | $5.02M | 2.18% | −720−7.6% | Reduced |
| Tompkins Financial Corp | 8,738 | $5.01M | 0.48% | −206−2.3% | Reduced |
| McAdam, LLC | 8,722 | $5.00M | 0.28% | −54−0.6% | Reduced |
| Orin Green Financial, LLC | 8,718 | $5.00M | 2.16% | −10−0.1% | Reduced |
| Massmutual Trust Co FSB | 8,707 | $5.00M | 0.14% | −10,646−55.0% | Reduced |
| Wimmer Associates 1, LLC | 8,700 | $4.99M | 2.44% | −70−0.8% | Reduced |
| Impact Partnership Wealth, LLC | 8,691 | $4.99M | 1.13% | +2,257+35.1% | Added |
| Founders Financial Alliance, LLC | 8,682 | $4.98M | 1.39% | −479−5.2% | Reduced |
| Arcus Capital Partners, LLC | 8,679 | $4.98M | 1.80% | −428−4.7% | Reduced |
| RKL Wealth Management LLC | 8,664 | $4.97M | 0.45% | +10.0% | Added |
| Sage Rhino Capital LLC | 8,659 | $4.97M | 1.10% | +19+0.2% | Added |
| Baron Wealth Management LLC | 8,657 | $4.97M | 2.39% | +8+0.1% | Added |
| Atlas Brown,Inc. | 8,646 | $4.96M | 1.72% | −97−1.1% | Reduced |
| Personal Cfo Solutions, LLC | 8,598 | $4.93M | 0.69% | +276+3.3% | Added |
| ForthRight Wealth Management, LLC | 8,586 | $4.93M | 1.64% | +842+10.9% | Added |
| Austin Private Wealth, LLC | 8,579 | $4.92M | 0.48% | +1,374+19.1% | Added |
| American Alpha Advisors, LLC | 8,554 | $4.91M | 4.60% | +8,554 | New |
| Bridge Advisory, LLC | 8,553 | $4.91M | 2.33% | −9−0.1% | Reduced |
| Delta Investment Management, LLC | 8,546 | $4.90M | 1.00% | +626+7.9% | Added |
| Lockerman Financial Group, Inc. | 8,538 | $4.90M | 8.29% | +205+2.5% | Added |
| Journey Advisory Group, LLC | 8,951 | $4.87M | 0.58% | +110+1.2% | Added |
| BlueSky Wealth Advisors, LLC | 8,454 | $4.85M | 0.75% | −140−1.6% | Reduced |
| Marietta Wealth Management, LLC | 8,424 | $4.83M | 0.70% | +20+0.2% | Added |
| Stephenson National Bank & Trust | 8,418 | $4.83M | 1.54% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 8,406 | $4.82M | 5.69% | +390+4.9% | Added |
| Nuveen Asset Management, LLC | 8,395 | $4.82M | 0.00% | +307+3.8% | Added |
| Ledyard National Bank | 8,394 | $4.82M | 0.44% | −135−1.6% | Reduced |
| NWK Group, Inc. | 8,360 | $4.81M | 1.96% | +5+0.1% | Added |
| NVWM, LLC | 8,383 | $4.81M | 1.22% | −275−3.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 8,362 | $4.80M | 1.40% | −673−7.4% | Reduced |
| Joseph P. Lucia & Associates, LLC | 8,360 | $4.80M | 2.21% | +883+11.8% | Added |
| Little House Capital LLC | 8,360 | $4.80M | 1.38% | +54+0.7% | Added |
| Omega Financial Group, LLC | 8,358 | $4.80M | 1.82% | −133−1.6% | Reduced |
| Evernest Financial Advisors, LLC | 8,348 | $4.79M | 1.29% | −367−4.2% | Reduced |
| Sandy Cove Advisors, LLC | 8,331 | $4.78M | 1.95% | +10+0.1% | Added |
| McDonald Partners LLC | 8,316 | $4.77M | 1.19% | +113+1.4% | Added |
| Tower View Investment Management & Research LLC | 8,295 | $4.76M | 2.61% | −112−1.3% | Reduced |
| Asset Dedication, LLC | 8,263 | $4.74M | 0.32% | +923+12.6% | Added |
| B & T Capital Management DBA Alpha Capital Management | 8,260 | $4.74M | 0.89% | −730−8.1% | Reduced |
| Invst, LLC | 8,239 | $4.73M | 0.57% | −849−9.3% | Reduced |
| Charter Oak Capital Management, LLC | 8,212 | $4.71M | 0.44% | +813+11.0% | Added |
| United Bank | 8,212 | $4.71M | 0.55% | +187+2.3% | Added |
| Cherrydale Wealth Management, LLC | 8,210 | $4.71M | 1.93% | +26+0.3% | Added |
| Greenup Street Wealth Management LLC | 8,163 | $4.68M | 0.97% | −150−1.8% | Reduced |
| Abel Hall, LLC | 8,148 | $4.67M | 3.06% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 8,147 | $4.67M | 1.44% | +120+1.5% | Added |
| Luminvest Wealth Management LLC | 8,106 | $4.67M | 1.94% | 00.0% | Unchanged |
| RPS Advisory Solutions LLC | 8,136 | $4.67M | 3.34% | +1,241+18.0% | Added |
| Nikulski Financial, Inc. | 8,084 | $4.64M | 1.39% | −207−2.5% | Reduced |
| Skopos Labs, Inc. | 8,075 | $4.63M | 1.52% | −3,025−27.3% | Reduced |
| Intrua Financial, LLC | 8,065 | $4.63M | 0.75% | +197+2.5% | Added |
| Cohen & Steers, Inc. | 8,047 | $4.62M | 0.01% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 8,024 | $4.60M | 1.73% | −399−4.7% | Reduced |
| Monticello Wealth Management, LLC | 8,021 | $4.60M | 0.39% | −11−0.1% | Reduced |
| Anchor Investment Management, LLC | 8,000 | $4.59M | 0.43% | +2,720+51.5% | Added |
| Pegasus Asset Management, Inc. | 7,975 | $4.58M | 1.75% | −43−0.5% | Reduced |
| Ridgecrest Wealth Partners, LLC | 7,965 | $4.57M | 2.38% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 7,965 | $4.57M | 0.95% | +10.0% | Added |
| Peak Planning Group, LLC | 7,953 | $4.56M | 2.00% | +10.0% | Added |
| Family Legacy, Inc. | 7,949 | $4.56M | 1.52% | −128−1.6% | Reduced |
| TruWealth Advisors, LLC | 7,929 | $4.55M | 0.28% | −230−2.8% | Reduced |
| Weinberger Asset Management, Inc | 7,926 | $4.55M | 1.94% | −117−1.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 7,918 | $4.54M | 0.67% | +67+0.9% | Added |