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 |
|---|---|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 5,995 | $3.44M | 1.93% | −1,004−14.3% | Reduced |
| Armstrong Henry H Associates Inc | 5,990 | $3.44M | 0.33% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 5,983 | $3.43M | 1.63% | +31+0.5% | Added |
| Saxon Interests, Inc. | 5,975 | $3.43M | 1.56% | −754−11.2% | Reduced |
| W Advisors, LLC | 5,968 | $3.42M | 2.11% | −10−0.2% | Reduced |
| Sharper & Granite LLC | 5,963 | $3.42M | 1.53% | +1,520+34.2% | Added |
| Essex LLC | 5,943 | $3.41M | 0.70% | −48−0.8% | Reduced |
| Baldwin Brothers Inc | 5,933 | $3.41M | 0.23% | +1,640+38.2% | Added |
| Lynx Capital Group Ltd | 5,930 | $3.40M | 2.20% | −157−2.6% | Reduced |
| Jackson Square Capital, LLC | 5,930 | $3.40M | 0.84% | −69−1.2% | Reduced |
| First National Bank Sioux Falls | 5,929 | $3.40M | 1.55% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 5,918 | $3.40M | 1.28% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 5,914 | $3.39M | 2.49% | +39+0.7% | Added |
| Pullen Investment Management, LLC | 5,913 | $3.39M | 2.48% | −67−1.1% | Reduced |
| Sky Investment Group LLC | – | $3.39M | 0.61% | – | – |
| Highland Capital Management, LLC | 5,896 | $3.38M | 0.19% | −22−0.4% | Reduced |
| Monograph Wealth Advisors, LLC | 5,878 | $3.38M | 0.44% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 5,886 | $3.38M | 0.47% | −560−8.7% | Reduced |
| Etfidea, LLC | 5,880 | $3.37M | 1.07% | +383+7.0% | Added |
| Univest Financial Corp | 5,873 | $3.37M | 0.22% | +3,579+156.0% | Added |
| Waycross Investment Management Co | 5,862 | $3.36M | 3.10% | −1,041−15.1% | Reduced |
| Cooper Financial Group | 5,861 | $3.36M | 0.44% | +108+1.9% | Added |
| Strategic Financial Concepts, LLC | 5,848 | $3.36M | 1.07% | −2,575,825−99.8% | Reduced |
| Cornerstone Advisory, LLC | 5,829 | $3.34M | 0.44% | −1,423−19.6% | Reduced |
| Kraft, Davis & Associates, LLC | 5,845 | $3.33M | 0.99% | −251−4.1% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 5,807 | $3.33M | 0.62% | +105+1.8% | Added |
| Raab & Moskowitz Asset Management LLC | 5,794 | $3.32M | 0.84% | +158+2.8% | Added |
| Q3 Asset Management | 5,790 | $3.32M | 0.78% | +1,028+21.6% | Added |
| Jaffetilchin Investment Partners, LLC | 5,787 | $3.32M | 0.25% | +504+9.5% | Added |
| CIC Wealth, LLC | 5,785 | $3.32M | 0.86% | −6,021−51.0% | Reduced |
| Gemmer Asset Management LLC | 5,785 | $3.32M | 0.33% | −55−0.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,772 | $3.31M | 0.91% | +7+0.1% | Added |
| Eagle Global Advisors LLC | 5,753 | $3.30M | 0.16% | −25−0.4% | Reduced |
| North Star Asset Management Inc | 5,753 | $3.30M | 0.15% | +75+1.3% | Added |
| Lifeworks Advisors, LLC | 5,747 | $3.30M | 0.65% | +179+3.2% | Added |
| City Holding Co | 5,746 | $3.30M | 0.46% | +187+3.4% | Added |
| Tillman Hartley LLC | 5,741 | $3.29M | 0.98% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 5,738 | $3.29M | 0.42% | +35+0.6% | Added |
| NFP Retirement, Inc. | 5,730 | $3.29M | 0.27% | +65+1.1% | Added |
| Signature Securities Group Corporation | 5,699 | $3.28M | 0.83% | +354+6.6% | Added |
| Fairhaven Wealth Management, LLC | 5,716 | $3.28M | 1.00% | −39−0.7% | Reduced |
| TrinityPoint Wealth, LLC | 5,714 | $3.28M | 0.47% | +156+2.8% | Added |
| Weaver Consulting Group | 5,712 | $3.28M | 1.04% | +2,271+66.0% | Added |
| First Financial Bankshares Inc | 5,711 | $3.28M | 0.07% | +796+16.2% | Added |
| Gilbert & Cook, Inc. | 5,710 | $3.28M | 0.45% | −151−2.6% | Reduced |
| Libra Wealth LLC | 5,703 | $3.27M | 1.31% | 00.0% | Unchanged |
| Breakwater Capital Group | 5,700 | $3.27M | 0.66% | +149+2.7% | Added |
| SkyView Investment Advisors, LLC | 5,700 | $3.27M | 0.54% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 5,703 | $3.27M | 0.16% | +388+7.3% | Added |
| Parisi Gray Wealth Management | 5,674 | $3.26M | 1.07% | −32−0.6% | Reduced |
| Cahill Financial Advisors Inc | 5,663 | $3.25M | 0.44% | −127−2.2% | Reduced |
| Moneda S.A. Administradora General de Fondos | 5,661 | $3.25M | 2.68% | −1,713−23.2% | Reduced |
| Blankinship & Foster, LLC | 5,660 | $3.25M | 0.79% | −101−1.8% | Reduced |
| SRS Capital Advisors, Inc. | 5,647 | $3.24M | 0.29% | +11+0.2% | Added |
| Kelly Financial Services LLC | 5,644 | $3.24M | 1.19% | +546+10.7% | Added |
| Alpha Cubed Investments, LLC | 5,643 | $3.24M | 0.14% | −1,259−18.2% | Reduced |
| Westside Investment Management, Inc. | 5,672 | $3.23M | 0.69% | −99−1.7% | Reduced |
| Willis Johnson & Associates, Inc. | 5,624 | $3.23M | 0.25% | +205+3.8% | Added |
| Abound Wealth Management | 5,624 | $3.23M | 1.07% | +770+15.9% | Added |
| MV Capital Management, Inc. | 5,620 | $3.22M | 0.34% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 5,616 | $3.22M | 0.45% | −4−0.1% | Reduced |
| Horizon Investment Services, LLC | 5,581 | $3.20M | 1.37% | +683+13.9% | Added |
| Northeast Investment Management | 5,578 | $3.20M | 0.14% | +1,222+28.1% | Added |
| Merrion Investment Management Co, LLC | 5,570 | $3.20M | 2.11% | −450−7.5% | Reduced |
| Warner Financial, Inc | 5,563 | $3.19M | 1.42% | +10+0.2% | Added |
| Epiq Partners, LLC | 5,524 | $3.17M | 1.76% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 5,504 | $3.16M | 0.42% | −12−0.2% | Reduced |
| Acropolis Investment Management, LLC | 5,497 | $3.15M | 0.19% | −3−0.1% | Reduced |
| TRUE Private Wealth Advisors | 5,441 | $3.12M | 0.37% | −167−3.0% | Reduced |
| Mason Investment Advisory Services, Inc. | 5,415 | $3.11M | 0.18% | −14−0.3% | Reduced |
| Fullerton Fund Management Co Ltd. | 5,411 | $3.10M | 0.13% | −8,565−61.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,684 | $3.09M | 1.17% | +169+3.1% | Added |
| United Asset Strategies, Inc. | 5,385 | $3.09M | 0.29% | −3,888−41.9% | Reduced |
| Charter Research & Investment Group, Inc. | 5,385 | $3.09M | 2.28% | +43+0.8% | Added |
| Sivia Capital Partners, LLC | 5,380 | $3.09M | 1.82% | −895−14.3% | Reduced |
| Harmony Asset Management LLC | 5,370 | $3.08M | 1.13% | −311−5.5% | Reduced |
| Lion Street Advisors, LLC | 5,358 | $3.07M | 1.07% | +162+3.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 5,350 | $3.07M | 0.64% | +5+0.1% | Added |
| Miramar Fiduciary Corp | 5,349 | $3.07M | 2.60% | −5,349−50.0% | Reduced |
| Waters Parkerson & Co., LLC | 5,341 | $3.06M | 0.16% | −147−2.7% | Reduced |
| Northern Oak Wealth Management Inc | 5,336 | $3.06M | 0.36% | −62−1.1% | Reduced |
| Rede Wealth, LLC | 5,332 | $3.06M | 1.17% | −8−0.1% | Reduced |
| Stevard, LLC | 5,324 | $3.05M | 12.43% | −4,569−46.2% | Reduced |
| East Coast Asset Management, LLC. | 5,319 | $3.05M | 1.01% | 00.0% | Unchanged |
| Middleton & Co Inc | 5,316 | $3.05M | 0.34% | −177−3.2% | Reduced |
| Redmont Wealth Advisors LLC | 5,308 | $3.05M | 4.71% | −778−12.8% | Reduced |
| Geometric Wealth Advisors | 5,296 | $3.04M | 0.56% | −70−1.3% | Reduced |
| Verum Partners LLC | 5,293 | $3.04M | 0.89% | −114−2.1% | Reduced |
| Executive Wealth Management, LLC | 5,292 | $3.04M | 0.24% | −83−1.5% | Reduced |
| Essex Savings Bank | 5,287 | $3.03M | 0.76% | −33−0.6% | Reduced |
| TruNorth Capital Management, LLC | 5,285 | $3.03M | 0.90% | +953+22.0% | Added |
| Checchi Capital Advisers, LLC | 5,282 | $3.03M | 0.23% | +1,667+46.1% | Added |
| Next Capital Management LLC | 5,273 | $3.03M | 1.24% | +240+4.8% | Added |
| Ironwood Financial, llc | 5,272 | $3.02M | 0.64% | +296+5.9% | Added |
| Flaharty Asset Management, LLC | 5,270 | $3.02M | 0.43% | −388−6.9% | Reduced |
| Bank Ozk | 5,265 | $3.02M | 1.25% | −24−0.5% | Reduced |
| Harbour Capital Advisors, LLC | 5,225 | $3.02M | 0.70% | −490−8.6% | Reduced |
| Merriman Wealth Management, LLC | 5,245 | $3.02M | 0.12% | +33+0.6% | Added |
| Strait & Sound Wealth Management LLC | 5,245 | $3.01M | 1.46% | −519−9.0% | Reduced |
| Holderness Investments Co | 5,243 | $3.01M | 0.66% | −190−3.5% | Reduced |