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 |
|---|---|---|---|---|---|
| Paladin Advisory Group, LLC | 5,239 | $3.01M | 2.22% | −5−0.1% | Reduced |
| Williams & Novak, LLC | 5,231 | $3.00M | 2.80% | −55−1.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,222 | $3.00M | 0.06% | +382+7.9% | Added |
| Leeward Financial Partners, LLC | 5,214 | $2.99M | 1.13% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 5,209 | $2.99M | 0.34% | +5+0.1% | Added |
| Patton Albertson Miller Group, LLC | 5,207 | $2.99M | 0.41% | −10−0.2% | Reduced |
| McDaniel Terry & Co | 5,203 | $2.98M | 0.25% | +1,387+36.3% | Added |
| Parsons Capital Management Inc | 5,191 | $2.98M | 0.19% | +13+0.3% | Added |
| Peterson Wealth Services | 5,190 | $2.98M | 0.95% | +20.0% | Added |
| Sather Financial Group Inc | 5,190 | $2.98M | 0.19% | −1,700−24.7% | Reduced |
| GW&K Investment Management, LLC | 5,189 | $2.98M | 0.03% | +234+4.7% | Added |
| Visionary Wealth Advisors | 5,189 | $2.98M | 0.18% | −554−9.6% | Reduced |
| Cottage Street Advisors LLC | 5,186 | $2.98M | 1.62% | −53−1.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,183 | $2.97M | 0.56% | +112+2.2% | Added |
| Prelude Capital Management, LLC | 5,179 | $2.97M | 0.23% | +1,091+26.7% | Added |
| Sittner & Nelson, LLC | 5,168 | $2.97M | 1.33% | −22−0.4% | Reduced |
| Watershed Private Wealth LLC | 5,168 | $2.97M | 1.18% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 5,447 | $2.96M | 0.79% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 6,780 | $2.96M | 0.74% | +985+17.0% | Added |
| Compass Wealth Management LLC | 5,131 | $2.94M | 0.69% | −53−1.0% | Reduced |
| Noesis Capital Mangement Corp | 5,127 | $2.94M | 0.58% | +25+0.5% | Added |
| Aviance Capital Partners, LLC | 5,122 | $2.94M | 0.39% | −240−4.5% | Reduced |
| KFA Private Wealth Group, LLC | 5,122 | $2.94M | 1.40% | −47−0.9% | Reduced |
| Summit Place Financial Advisors, LLC | 5,116 | $2.94M | 1.64% | 00.0% | Unchanged |
| Trust Point Inc. | 5,111 | $2.93M | 0.22% | +305+6.3% | Added |
| Pitti Group Wealth Management, LLC | 6,164 | $2.93M | 3.19% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 5,101 | $2.93M | 0.51% | +133+2.7% | Added |
| SOA Wealth Advisors, LLC. | 5,101 | $2.93M | 0.56% | −41−0.8% | Reduced |
| Shared Vision Wealth Group LLC | 5,078 | $2.91M | 1.56% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 5,108 | $2.90M | 0.32% | +20.0% | Added |
| Redwood Investment Management, LLC | 5,061 | $2.90M | 0.26% | +1,781+54.3% | Added |
| Financial Advisory Corp | 5,057 | $2.90M | 1.07% | −71−1.4% | Reduced |
| Center for Financial Planning, Inc. | 5,053 | $2.90M | 0.39% | −1,185−19.0% | Reduced |
| First Commonwealth Financial Corp | 5,050 | $2.90M | 0.69% | −6−0.1% | Reduced |
| Erickson Financial Group, LLC | 5,050 | $2.90M | 2.08% | +60+1.2% | Added |
| Eagle Asset Management Inc | 4,835 | $2.89M | 0.01% | +4,032+502.1% | Added |
| Wealthquest Corp | 5,081 | $2.89M | 0.25% | +50+1.0% | Added |
| Wealth Management Partners, LLC | 5,023 | $2.88M | 1.34% | −466−8.5% | Reduced |
| Secure Asset Management, LLC | 5,022 | $2.88M | 0.49% | +367+7.9% | Added |
| XML Financial, LLC | 5,018 | $2.88M | 0.27% | +66+1.3% | Added |
| Keebeck Wealth Management, LLC | 4,995 | $2.87M | 0.42% | −87−1.7% | Reduced |
| Intelligence Driven Advisers, LLC | 5,010 | $2.87M | 0.41% | −75−1.5% | Reduced |
| Sentry Investment Management LLC | 5,007 | $2.87M | 1.21% | −333−6.2% | Reduced |
| Nottingham Advisors, Inc. | 5,006 | $2.87M | 0.32% | +725+16.9% | Added |
| Optivise Advisory Services LLC | 5,002 | $2.87M | 1.51% | −3,447−40.8% | Reduced |
| Point72 Asset Management, L.P. | 5,000 | $2.87M | 0.01% | −10,000−66.7% | Reduced |
| Asset Allocation & Management Company, LLC | 4,979 | $2.86M | 1.80% | 00.0% | Unchanged |
| Evensky & Katz LLC | 4,976 | $2.85M | 0.19% | −61−1.2% | Reduced |
| Cape Investment Advisory, Inc. | 4,947 | $2.84M | 1.15% | +252+5.4% | Added |
| BHK Investment Advisors, LLC | 4,939 | $2.83M | 1.06% | +10+0.2% | Added |
| Mathes Company, Inc. | 4,930 | $2.83M | 1.00% | 00.0% | Unchanged |
| McAlister, Sweet & Associates, Inc. | 4,930 | $2.83M | 2.34% | −3,513−41.6% | Reduced |
| Beaumont Financial Advisors, LLC | 4,928 | $2.83M | 0.22% | +472+10.6% | Added |
| Waterway Wealth Management, LLC | 4,920 | $2.82M | 1.21% | +15+0.3% | Added |
| InTrack Investment Management Inc | 4,920 | $2.82M | 2.00% | −285−5.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,920 | $2.82M | 0.43% | +36+0.7% | Added |
| Strategic Advisors LLC | 4,911 | $2.82M | 0.53% | −1,015−17.1% | Reduced |
| Pavion Blue Capital, LLC | 4,905 | $2.81M | 1.31% | −43−0.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,897 | $2.81M | 0.27% | +312+6.8% | Added |
| PBMares Wealth Management LLC | 4,883 | $2.80M | 0.59% | −391−7.4% | Reduced |
| Elite Wealth Management, Inc. | 4,874 | $2.80M | 0.64% | −2,004−29.1% | Reduced |
| Prosperity Planning, Inc. | 4,867 | $2.79M | 0.88% | −205−4.0% | Reduced |
| Koss-Olinger Consulting, LLC | 4,866 | $2.79M | 0.24% | +40+0.8% | Added |
| Private Wealth Group, LLC | 4,852 | $2.78M | 1.39% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 4,844 | $2.78M | 0.06% | −248−4.9% | Reduced |
| Longview Financial Advisors, Inc. | 4,825 | $2.77M | 2.03% | +10+0.2% | Added |
| Tudor Financial Inc. | 4,824 | $2.77M | 1.70% | +4,824 | New |
| Patriot Financial Group Insurance Agency, LLC | 4,816 | $2.76M | 0.37% | +185+4.0% | Added |
| Searle & Co. | 4,806 | $2.76M | 0.69% | −132−2.7% | Reduced |
| LMCG Investments, LLC | 4,799 | $2.75M | 0.17% | −10,717−69.1% | Reduced |
| Noked Israel Ltd | 4,794 | $2.75M | 0.60% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4,787 | $2.75M | 0.34% | −332−6.5% | Reduced |
| TBH Global Asset Management, LLC | 4,782 | $2.74M | 0.60% | +127+2.7% | Added |
| Tidemark, LLC | 4,768 | $2.74M | 1.12% | −197−4.0% | Reduced |
| Asset Allocation Strategies LLC | 4,764 | $2.73M | 0.78% | −2,509−34.5% | Reduced |
| Trilogy Capital Inc. | 4,760 | $2.73M | 0.14% | −33,244−87.5% | Reduced |
| Staley Capital Advisers Inc | 4,753 | $2.73M | 0.12% | +600+14.4% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 4,752 | $2.73M | 0.10% | 00.0% | Unchanged |
| Encompass More Asset Management | 4,745 | $2.72M | 1.04% | +4,745 | New |
| Madrona Financial Services, LLC | 4,743 | $2.72M | 0.76% | −41−0.9% | Reduced |
| Clarity Capital Advisors, LLC | 4,739 | $2.72M | 1.95% | −10.0% | Reduced |
| Cadinha & Co LLC | 4,726 | $2.71M | 0.46% | −33−0.7% | Reduced |
| EdgeRock Capital LLC | 4,721 | $2.71M | 1.90% | +10.0% | Added |
| Beaird Harris Wealth Management, LLC | 4,718 | $2.71M | 0.24% | −565−10.7% | Reduced |
| AlphaQ Advisors LLC | 4,708 | $2.70M | 7.54% | −100−2.1% | Reduced |
| Bangor Savings Bank | 4,697 | $2.69M | 0.25% | −392−7.7% | Reduced |
| Options Solutions, LLC | 4,694 | $2.69M | 1.30% | 00.0% | Unchanged |
| TNF LLC | 4,633 | $2.68M | 0.97% | −10.0% | Reduced |
| Olistico Wealth, LLC | 4,671 | $2.68M | 1.64% | −389−7.7% | Reduced |
| Cahaba Wealth Management, Inc. | 4,661 | $2.67M | 0.22% | +48+1.0% | Added |
| Parkside Investments, LLC | 4,659 | $2.67M | 0.40% | −2,050−30.6% | Reduced |
| SeaBridge Investment Advisors LLC | 4,655 | $2.67M | 0.65% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 4,646 | $2.67M | 1.53% | +128+2.8% | Added |
| Mirador Capital Partners LP | 4,644 | $2.66M | 0.48% | +3,997+617.8% | Added |
| Marshall & Sullivan Inc | 4,619 | $2.65M | 1.27% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,614 | $2.65M | 0.24% | −146−3.1% | Reduced |
| Bull Street Advisors, LLC | 4,607 | $2.64M | 1.23% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,603 | $2.64M | 0.04% | −220−4.6% | Reduced |
| Cooper/Haims Advisors, LLC | 4,595 | $2.64M | 1.45% | +20.0% | Added |
| Builder Investment Group Inc | 4,589 | $2.63M | 0.71% | −34−0.7% | Reduced |