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 |
|---|---|---|---|---|---|
| Rossmore Private Capital | 6,800 | $3.90M | 0.48% | −40−0.6% | Reduced |
| Waterfront Wealth Inc. | 6,705 | $3.90M | 0.96% | +41+0.6% | Added |
| Sage Financial Group Inc | 6,791 | $3.90M | 0.32% | +48+0.7% | Added |
| SC&H Financial Advisors, Inc. | 6,766 | $3.88M | 0.85% | +20.0% | Added |
| Thoroughbred Financial Services, LLC | 6,753 | $3.87M | 0.25% | −2,325−25.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 6,731 | $3.87M | 1.95% | −303−4.3% | Reduced |
| Yacktman Asset Management LP | 6,741 | $3.87M | 0.04% | +924+15.9% | Added |
| Snider Financial Group | 6,731 | $3.86M | 1.41% | +1,383+25.9% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 6,730 | $3.86M | 2.42% | −582−8.0% | Reduced |
| Sonora Investment Management Group, LLC | 6,714 | $3.85M | 0.29% | +373+5.9% | Added |
| Cascade Financial Partners, LLC | 6,603 | $3.85M | 0.48% | −6−0.1% | Reduced |
| Northwest Bancshares, Inc. | 6,711 | $3.85M | 0.66% | −329−4.7% | Reduced |
| Horan Capital Advisors, LLC. | 6,704 | $3.85M | 1.28% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 6,703 | $3.85M | 0.75% | −40−0.6% | Reduced |
| Forbes Financial Planning, Inc. | 6,702 | $3.85M | 2.77% | −291−4.2% | Reduced |
| Holocene Advisors, LP | 6,702 | $3.85M | 0.02% | +6,702 | New |
| Enclave Advisors LLC | 6,668 | $3.83M | 0.65% | +6,668 | New |
| WestEnd Advisors, LLC | 6,663 | $3.82M | 0.09% | −4,789−41.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 6,654 | $3.82M | 0.47% | −2,825−29.8% | Reduced |
| ZRC Wealth Management, LLC | 6,647 | $3.81M | 1.64% | +666+11.1% | Added |
| Howard Wealth Management, LLC | 6,643 | $3.81M | 2.22% | +7+0.1% | Added |
| Edge Wealth Management LLC | 6,624 | $3.80M | 0.76% | −58−0.9% | Reduced |
| Home Federal Bank of Tennessee | 6,602 | $3.79M | 1.08% | +17+0.3% | Added |
| Botty Investors LLC | 6,579 | $3.79M | 1.26% | 00.0% | Unchanged |
| FreeGulliver LLC | 6,592 | $3.78M | 2.25% | +3,931+147.7% | Added |
| Fragasso Group Inc. | 6,581 | $3.78M | 0.29% | −278−4.1% | Reduced |
| Traynor Capital Management, Inc. | 6,579 | $3.77M | 0.31% | +153+2.4% | Added |
| Inspirion Wealth Advisors, LLC | 6,556 | $3.76M | 0.53% | −399−5.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 6,532 | $3.75M | 0.32% | +1,786+37.6% | Added |
| SOL Capital Management CO | 6,531 | $3.75M | 0.42% | +540+9.0% | Added |
| Capital Insight Partners, LLC | 6,514 | $3.74M | 0.65% | −111−1.7% | Reduced |
| Marks Group Wealth Management, Inc | 6,513 | $3.74M | 0.36% | −10.0% | Reduced |
| Gold Investment Management Ltd. | 6,501 | $3.73M | 1.56% | −309−4.5% | Reduced |
| Highlander Partners, L.P. | 6,500 | $3.73M | 2.20% | 00.0% | Unchanged |
| Everett Harris & Co | 6,484 | $3.72M | 0.05% | −35−0.5% | Reduced |
| Baker Ellis Asset Management LLC | 6,476 | $3.72M | 0.53% | −40−0.6% | Reduced |
| First County Bank | 6,472 | $3.71M | 1.83% | +2,645+69.1% | Added |
| Arrowroot Family Office, LLC | 6,458 | $3.71M | 2.16% | −627−8.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 6,457 | $3.70M | 0.56% | −128−1.9% | Reduced |
| Roffman Miller Associates Inc | 6,455 | $3.70M | 0.23% | +2,362+57.7% | Added |
| American State Bank (Iowa) | 6,450 | $3.70M | 2.25% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 6,448 | $3.70M | 0.66% | +145+2.3% | Added |
| Ironwood Investment Counsel, LLC | 6,432 | $3.69M | 0.61% | −218−3.3% | Reduced |
| Tritonpoint Wealth, LLC | 6,438 | $3.69M | 0.34% | −2,265−26.0% | Reduced |
| Abacus Wealth Partners, LLC | 6,427 | $3.69M | 0.55% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 6,425 | $3.69M | 2.14% | +296+4.8% | Added |
| Affiance Financial, LLC | 6,408 | $3.68M | 0.89% | −51−0.8% | Reduced |
| Castleview Partners, LLC | 6,406 | $3.68M | 2.12% | −1,088−14.5% | Reduced |
| Dunhill Financial, LLC | 6,393 | $3.67M | 1.88% | +15+0.2% | Added |
| Plancorp, LLC | 6,374 | $3.66M | 0.15% | +102+1.6% | Added |
| Duncker Streett & Co Inc | 6,362 | $3.65M | 0.67% | +35+0.6% | Added |
| Sequent Asset Management, LLC | 6,359 | $3.65M | 1.80% | +1,423+28.8% | Added |
| Bray Capital Advisors | 6,359 | $3.65M | 0.89% | −824−11.5% | Reduced |
| Wall Street Access Asset Management, LLC | 6,353 | $3.65M | 1.39% | −6−0.1% | Reduced |
| Revolve Wealth Partners, LLC | 6,349 | $3.64M | 0.56% | +262+4.3% | Added |
| Manhattan West Asset Management, LLC | 6,334 | $3.63M | 0.94% | −463−6.8% | Reduced |
| Drucker Wealth 3.0, LLC | 6,333 | $3.63M | 0.87% | +898+16.5% | Added |
| Breed's Hill Capital LLC | 6,329 | $3.63M | 2.98% | −142−2.2% | Reduced |
| Financial Perspectives, Inc | 6,322 | $3.63M | 1.26% | +10+0.2% | Added |
| Mason & Associates, LLC | 6,317 | $3.62M | 1.11% | −20.0% | Reduced |
| Colonial Trust Co | 6,312 | $3.62M | 0.56% | −65−1.0% | Reduced |
| Outlook Wealth Advisors, LLC | 6,308 | $3.62M | 1.04% | +610+10.7% | Added |
| Stephenson & Company, Inc. | 6,305 | $3.62M | 2.45% | −6−0.1% | Reduced |
| Security Financial Services, INC. | 6,301 | $3.62M | 0.74% | −316−4.8% | Reduced |
| Winch Advisory Services, LLC | 6,296 | $3.61M | 1.00% | +306+5.1% | Added |
| Consolidated Planning Corp | 6,296 | $3.61M | 0.54% | +205+3.4% | Added |
| Cape Cod Five Cents Savings Bank | 6,278 | $3.60M | 0.33% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 6,267 | $3.60M | 1.75% | −21−0.3% | Reduced |
| Worth Financial Advisory Group, LLC | 6,266 | $3.60M | 2.11% | +248+4.1% | Added |
| Marathon Trading Investment Management LLC | 6,258 | $3.59M | 1.67% | −141,961−95.8% | Reduced |
| Councilmark Asset Management, LLC | 6,245 | $3.58M | 2.41% | 00.0% | Unchanged |
| PDS Planning, Inc | 6,244 | $3.58M | 0.32% | +205+3.4% | Added |
| Kelman-Lazarov, Inc. | 6,236 | $3.58M | 0.62% | −15−0.2% | Reduced |
| Orgel Wealth Management, LLC | 6,233 | $3.58M | 0.09% | +1,681+36.9% | Added |
| F&V Capital Management, LLC | 6,226 | $3.57M | 0.92% | −100−1.6% | Reduced |
| Fagan Associates, Inc. | 6,225 | $3.57M | 0.60% | −49−0.8% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 6,217 | $3.57M | 1.42% | +452+7.8% | Added |
| Hallmark Capital Management Inc | 6,205 | $3.56M | 0.26% | +388+6.7% | Added |
| Oribel Capital Management, LP | 6,200 | $3.56M | 0.39% | −2,200−26.2% | Reduced |
| Sonata Capital Group Inc | 6,180 | $3.55M | 1.50% | +543+9.6% | Added |
| Forza Wealth Management, LLC | 6,168 | $3.54M | 1.62% | +412+7.2% | Added |
| First Interstate Bank | 6,163 | $3.54M | 0.21% | −738−10.7% | Reduced |
| Cahill Wealth Management, LLC | 6,151 | $3.53M | 1.82% | +20.0% | Added |
| Rollins Financial Advisors, LLC | 6,150 | $3.53M | 0.59% | −242−3.8% | Reduced |
| Octavia Wealth Advisors, LLC | 6,123 | $3.52M | 0.43% | +465+8.2% | Added |
| TCTC Holdings, LLC | 6,103 | $3.50M | 0.12% | +4,975+441.0% | Added |
| Capital City Trust Co | 6,077 | $3.49M | 0.87% | +109+1.8% | Added |
| Boston Trust Walden Corp | 6,069 | $3.48M | 0.02% | −1,122−15.6% | Reduced |
| Silvant Capital Management LLC | 6,045 | $3.48M | 0.15% | −400−6.2% | Reduced |
| BCM Advisors, LLC | 6,102 | $3.48M | 0.80% | −1,679−21.6% | Reduced |
| Park National Corp | 6,058 | $3.48M | 0.12% | +71+1.2% | Added |
| Catalina Capital Group, LLC | 6,047 | $3.47M | 1.18% | +755+14.3% | Added |
| Northside Capital Management, LLC | 6,046 | $3.47M | 0.54% | +1,306+27.6% | Added |
| Woodmont Investment Counsel LLC | 6,043 | $3.47M | 0.26% | +92+1.5% | Added |
| Menora Mivtachim Holdings Ltd. | 6,040 | $3.47M | 0.02% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 6,037 | $3.46M | 3.11% | −1,417−19.0% | Reduced |
| Axiom Advisory, LLC | 6,272 | $3.46M | 0.03% | +132+2.1% | Added |
| High Falls Advisors, Inc | 6,026 | $3.46M | 0.79% | −78−1.3% | Reduced |
| WealthShield Partners, LLC | 6,016 | $3.46M | 0.47% | +1,872+45.2% | Added |
| Resurgent Financial Advisors LLC | 5,998 | $3.44M | 2.01% | +816+15.7% | Added |