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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Cohen Capital Management, Inc. | 7,914 | $4.54M | 0.74% | +20.0% | Added |
| Chesapeake Wealth Management | 7,905 | $4.54M | 1.55% | +40+0.5% | Added |
| Almanack Investment Partners, LLC. | 7,903 | $4.53M | 0.71% | −288−3.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 7,883 | $4.52M | 1.78% | +3,545+81.7% | Added |
| Prevail Innovative Wealth Advisors, LLC | 7,870 | $4.52M | 1.38% | +7,870 | New |
| Single Point Partners, LLC | 7,844 | $4.50M | 7.18% | −8−0.1% | Reduced |
| JustInvest LLC | 7,831 | $4.49M | 0.07% | +377+5.1% | Added |
| Laraway Financial Inc | 7,825 | $4.49M | 3.58% | −182−2.3% | Reduced |
| Ameliora Wealth Management Ltd. | 7,799 | $4.47M | 1.87% | +720+10.2% | Added |
| Braun Stacey Associates Inc | 7,796 | $4.47M | 0.17% | −395−4.8% | Reduced |
| ELCO Management Co., LLC | 7,794 | $4.47M | 2.41% | +5+0.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 7,791 | $4.47M | 2.06% | −569−6.8% | Reduced |
| Latitude Advisors, LLC | 7,764 | $4.45M | 2.52% | −3,972−33.8% | Reduced |
| Long Run Wealth Advisors, LLC | 7,759 | $4.45M | 1.05% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 7,736 | $4.44M | 0.00% | +1,140+17.3% | Added |
| D. Scott Neal, Inc. | 7,712 | $4.44M | 2.35% | +4,453+136.6% | Added |
| EPIQ Capital Group, LLC | 7,704 | $4.43M | 1.28% | +280+3.8% | Added |
| Power Wealth Management LLC | 7,712 | $4.43M | 1.89% | −345−4.3% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 7,689 | $4.41M | 0.01% | +6,637+630.9% | Added |
| Avalon Trust Co | 7,680 | $4.41M | 0.33% | −226−2.9% | Reduced |
| Levin Capital Strategies, L.P. | 7,627 | $4.38M | 0.42% | −345−4.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 7,626 | $4.38M | 1.41% | −1,382−15.3% | Reduced |
| LBMC Investment Advisors, LLC | 7,616 | $4.37M | 0.35% | −125−1.6% | Reduced |
| USAdvisors Wealth Management, LLC | 7,637 | $4.36M | 1.53% | +414+5.7% | Added |
| Ameraudi Asset Management, Inc. | 7,602 | $4.36M | 1.99% | −488−6.0% | Reduced |
| Madden Advisory Services, Inc. | 7,601 | $4.36M | 2.00% | −140−1.8% | Reduced |
| Plotkin Financial Advisors, LLC | 7,597 | $4.36M | 2.61% | +854+12.7% | Added |
| Coastal Bridge Advisors, LLC | 7,591 | $4.36M | 1.08% | +218+3.0% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 7,572 | $4.34M | 0.35% | −107−1.4% | Reduced |
| Callan Capital, LLC | 7,572 | $4.34M | 0.30% | −16−0.2% | Reduced |
| MidWestOne Financial Group, Inc. | 7,562 | $4.34M | 0.60% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 7,535 | $4.32M | 0.59% | +127+1.7% | Added |
| Ausdal Financial Partners, Inc. | 7,533 | $4.32M | 0.45% | +705+10.3% | Added |
| AtlasMark Financial, Inc | 7,530 | $4.32M | 4.02% | +7,530 | New |
| Icapital Wealth LLC | 7,525 | $4.32M | 2.36% | −531−6.6% | Reduced |
| River Street Advisors LLC | 4,616 | $4.31M | 2.34% | +22+0.5% | Added |
| DHJJ Financial Advisors, Ltd. | 7,497 | $4.30M | 1.70% | +70+0.9% | Added |
| Goldstone Financial Group, LLC | 7,484 | $4.29M | 0.75% | −649−8.0% | Reduced |
| Twin Lakes Capital Management, LLC | 7,467 | $4.28M | 2.76% | +18+0.2% | Added |
| Tanglewood Legacy Advisors, LLC | 7,456 | $4.28M | 1.90% | −6−0.1% | Reduced |
| Woodstock Corp | 7,434 | $4.27M | 0.41% | +63+0.9% | Added |
| Alley Investment Management Company, LLC | 7,419 | $4.26M | 0.54% | +30.0% | Added |
| Catalyst Private Wealth, LLC | 7,404 | $4.25M | 2.08% | −5−0.1% | Reduced |
| Per Stirling Capital Management, LLC. | 7,371 | $4.23M | 0.59% | −3,282−30.8% | Reduced |
| Arrow Financial Corp | 7,355 | $4.22M | 0.39% | +86+1.2% | Added |
| Resolute Wealth Strategies, LLC | 7,353 | $4.22M | 2.19% | +7+0.1% | Added |
| Raffa Wealth Management, LLC | 7,344 | $4.21M | 1.02% | −1,712−18.9% | Reduced |
| DDD Partners, LLC | 7,331 | $4.21M | 0.46% | −1,325−15.3% | Reduced |
| Fox Run Management, L.L.C. | 7,330 | $4.21M | 0.94% | +7,330 | New |
| Hamilton Point Investment Advisors, LLC | 7,289 | $4.19M | 0.76% | 00.0% | Unchanged |
| Two Point Capital Management, Inc. | 7,303 | $4.19M | 1.53% | −927−11.3% | Reduced |
| Strategic Investment Management, LLC | 7,300 | $4.19M | 4.39% | −910−11.1% | Reduced |
| Legacy Financial Strategies, LLC | 7,290 | $4.18M | 0.92% | +1,009+16.1% | Added |
| Russell Investments Group, Ltd. | 7,281 | $4.18M | 0.01% | +1,296+21.7% | Added |
| Clearbridge Investments, LLC | 7,280 | $4.18M | 0.00% | +5,052+226.8% | Added |
| Mengis Capital Management, Inc. | 7,236 | $4.15M | 0.82% | −24−0.3% | Reduced |
| Donaldson Capital Management, LLC | 7,222 | $4.14M | 0.16% | −302−4.0% | Reduced |
| Barrett & Company, Inc. | 7,221 | $4.14M | 1.80% | −296−3.9% | Reduced |
| Sunesis Advisors, LLC | 7,207 | $4.14M | 2.49% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 7,201 | $4.13M | 0.88% | +222+3.2% | Added |
| Continuum Advisory, LLC | 6,958 | $4.13M | 0.53% | +893+14.7% | Added |
| Juncture Wealth Strategies, LLC | 7,193 | $4.13M | 1.60% | −970−11.9% | Reduced |
| Pacitti Group Inc. | 7,158 | $4.12M | 1.94% | −323−4.3% | Reduced |
| Beacon Financial Advisory LLC | 7,168 | $4.11M | 1.40% | −1,153−13.9% | Reduced |
| Hoese & Co LLP | 7,167 | $4.11M | 3.44% | −5,954−45.4% | Reduced |
| Allegheny Financial Group LTD | 7,164 | $4.11M | 1.01% | +50+0.7% | Added |
| Baldwin Investment Management, LLC | 7,147 | $4.10M | 0.51% | +12+0.2% | Added |
| Evergreen Advisors, LLC | 7,123 | $4.09M | 1.13% | −116−1.6% | Reduced |
| Second Half Financial Partners, LLC | 7,116 | $4.08M | 2.16% | −4,882−40.7% | Reduced |
| Wynn Capital, LLC | 7,115 | $4.08M | 2.68% | +3,511+97.4% | Added |
| Boston Research & Management Inc | 7,114 | $4.08M | 0.94% | −15−0.2% | Reduced |
| Coastwise Capital Group, LLC | 7,113 | $4.08M | 3.36% | +950+15.4% | Added |
| Metlife Inc | 7,086 | $4.06M | 40.58% | −825−10.4% | Reduced |
| Semus Wealth Partners LLC | 7,082 | $4.06M | 2.84% | +236+3.4% | Added |
| Platform Technology Partners | 7,080 | $4.06M | 1.28% | +44+0.6% | Added |
| Signature Wealth Management Partners, LLC | 7,057 | $4.05M | 2.93% | +10+0.1% | Added |
| Tempus Wealth Planning, LLC | 7,056 | $4.05M | 1.48% | +1,685+31.4% | Added |
| Meridian Investment Counsel Inc. | 7,055 | $4.05M | 1.22% | −508−6.7% | Reduced |
| Pictet North America Advisors SA | 7,053 | $4.05M | 0.40% | +200+2.9% | Added |
| Phillips Financial Management, LLC | 7,036 | $4.04M | 0.31% | −59−0.8% | Reduced |
| Fulcrum Equity Management | 7,008 | $4.02M | 3.40% | +833+13.5% | Added |
| Heritage Investment Group, Inc. | 7,003 | $4.02M | 0.76% | +47+0.7% | Added |
| Asset Management One Co.,Ltd. | 7,000 | $4.02M | 0.01% | −9,950−58.7% | Reduced |
| Opal Wealth Advisors, LLC | 6,998 | $4.02M | 1.26% | +187+2.7% | Added |
| D L Carlson Investment Group Inc | 6,992 | $4.01M | 0.73% | +1,032+17.3% | Added |
| Albar Capital Ltd | 6,989 | $4.01M | 0.90% | +6,989 | New |
| Chicago Capital, LLC | 6,962 | $3.99M | 0.11% | +319+4.8% | Added |
| Marquette Asset Management, LLC | 6,943 | $3.98M | 0.63% | +776+12.6% | Added |
| Zions Bancorporation, N.A. | 6,938 | $3.98M | 0.29% | −302−4.2% | Reduced |
| Hassell Wealth Management, LLC | 6,995 | $3.98M | 1.67% | −5−0.1% | Reduced |
| Sterling Financial Group, Inc. | 6,923 | $3.97M | 1.70% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 6,898 | $3.96M | 2.53% | +525+8.2% | Added |
| First United Bank Trust | 6,863 | $3.94M | 1.41% | −230−3.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 6,854 | $3.93M | 0.21% | +68+1.0% | Added |
| Cascades Capital Asset Management, LLC | 6,848 | $3.93M | 2.16% | +6,848 | New |
| Amussen Hunsaker Associates LLC | 6,839 | $3.92M | 0.61% | +2,401+54.1% | Added |
| Clear Point Advisors Inc. | 6,831 | $3.92M | 3.03% | +11+0.2% | Added |
| Alera Investment Advisors, LLC | 6,830 | $3.92M | 0.46% | +60+0.9% | Added |
| Texas Capital Bancshares Inc | 6,811 | $3.91M | 1.58% | 00.0% | Unchanged |
| Ironclad Investments LLC | 6,805 | $3.90M | 2.32% | 00.0% | Unchanged |