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 |
|---|---|---|---|---|---|
| Newman Dignan & Sheerar, Inc. | 4,533 | $2.63M | 0.63% | +6+0.1% | Added |
| Affinity Capital Advisors, LLC | 4,588 | $2.63M | 0.51% | −29−0.6% | Reduced |
| Bennett Selby Investments LP | 4,587 | $2.63M | 1.11% | −6−0.1% | Reduced |
| Nemes Rush Group LLC | 5,018 | $2.62M | 0.38% | −120−2.3% | Reduced |
| Stokes Family Office, LLC | 4,573 | $2.62M | 0.29% | +301+7.0% | Added |
| Blueprint Investment Partners LLC | 4,557 | $2.61M | 0.47% | −95−2.0% | Reduced |
| Patriot Investment Management Inc. | 4,543 | $2.61M | 0.19% | −350−7.2% | Reduced |
| Yardley Wealth Management LLC | 4,541 | $2.61M | 1.55% | +4,541 | New |
| Clayton Financial Group LLC | 4,529 | $2.60M | 0.97% | +83+1.9% | Added |
| Selway Asset Management | 4,522 | $2.59M | 1.01% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 4,521 | $2.59M | 0.59% | +20.0% | Added |
| Insight Wealth Strategies, LLC | 4,520 | $2.59M | 0.34% | +115+2.6% | Added |
| MPS Loria Financial Planners, LLC | 4,501 | $2.58M | 0.77% | +56+1.3% | Added |
| Augustine Asset Management Inc | 4,500 | $2.58M | 0.90% | −322−6.7% | Reduced |
| Sound Income Strategies, LLC | 4,490 | $2.58M | 0.17% | −207−4.4% | Reduced |
| BluePath Capital Management, LLC | 4,482 | $2.57M | 1.61% | −484−9.7% | Reduced |
| Ironwood Wealth Management, LLC. | 4,480 | $2.57M | 0.77% | −157−3.4% | Reduced |
| Fiduciary Financial Group, LLC | 4,478 | $2.57M | 0.59% | −28−0.6% | Reduced |
| Stone Point Wealth LLC | 4,472 | $2.57M | 0.83% | +356+8.6% | Added |
| Cooksen Wealth, LLC | 4,455 | $2.56M | 2.39% | +8+0.2% | Added |
| ProVise Management Group, LLC | 4,448 | $2.55M | 0.20% | −63−1.4% | Reduced |
| TPG Advisors LLC | 4,447 | $2.55M | 1.99% | +5+0.1% | Added |
| Red Lighthouse Investment Management, LLC | 4,442 | $2.55M | 1.00% | −63−1.4% | Reduced |
| James Investment Research Inc | 4,440 | $2.55M | 0.29% | +27+0.6% | Added |
| Newbridge Financial Services Group, Inc. | 4,429 | $2.54M | 0.89% | +335+8.2% | Added |
| Chilton Investment Co LLC | 4,422 | $2.54M | 0.07% | +1,768+66.6% | Added |
| Bulltick Wealth Management, LLC | 4,405 | $2.53M | 0.63% | −9,236−67.7% | Reduced |
| Northwest Capital Management Inc | 4,413 | $2.53M | 0.91% | −20.0% | Reduced |
| Curran Financial Partners, LLC | 4,411 | $2.53M | 0.72% | +176+4.2% | Added |
| Tufton Capital Management | 4,405 | $2.53M | 0.47% | +312+7.6% | Added |
| Maxwell Wealth Strategies Inc. | 4,382 | $2.53M | 1.07% | −101−2.3% | Reduced |
| Main Street Group, LTD | 4,393 | $2.52M | 0.99% | −57−1.3% | Reduced |
| Eagle Wealth Strategies LLC | 4,384 | $2.52M | 1.83% | 00.0% | Unchanged |
| Rice Partnership, LLC | 4,380 | $2.51M | 0.51% | −185−4.1% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,379 | $2.51M | 0.51% | −170−3.7% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 4,366 | $2.51M | 0.07% | −26−0.6% | Reduced |
| Eagle Rock Investment Company, LLC | 4,365 | $2.50M | 0.42% | +202+4.9% | Added |
| Quantum Private Wealth, LLC | 4,364 | $2.50M | 0.85% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4,347 | $2.50M | 0.70% | −39−0.9% | Reduced |
| Maple Capital Management, Inc. | 4,359 | $2.50M | 0.19% | −93−2.1% | Reduced |
| Forthright Family Wealth Advisory LLC | 4,104 | $2.49M | 1.60% | +449+12.3% | Added |
| Aull & Monroe Investment Management Corp | 4,344 | $2.49M | 1.16% | −95−2.1% | Reduced |
| Morton Capital Management LLC | 4,334 | $2.49M | 0.49% | −27−0.6% | Reduced |
| SP Asset Management LLC | 4,330 | $2.48M | 0.21% | +87+2.1% | Added |
| Signet Financial Management, LLC | 4,305 | $2.47M | 0.31% | −94−2.1% | Reduced |
| Summit Global Investments | 4,304 | $2.47M | 0.16% | +355+9.0% | Added |
| Hall Laurie J Trustee | 4,295 | $2.46M | 0.78% | +8+0.2% | Added |
| Pin Oak Investment Advisors Inc | 4,293 | $2.46M | 2.24% | −23−0.5% | Reduced |
| Sawgrass Asset Management LLC | 4,276 | $2.45M | 0.26% | −10−0.2% | Reduced |
| Woodline Partners LP | 4,262 | $2.45M | 0.02% | +4,262 | New |
| Chesapeake Asset Management LLC | 4,246 | $2.44M | 2.12% | −58−1.3% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,255 | $2.44M | 0.57% | −162−3.7% | Reduced |
| Equita Financial Network, Inc. | 4,251 | $2.44M | 0.89% | +1,115+35.6% | Added |
| Lake Street Financial LLC | 4,246 | $2.44M | 0.39% | −17,901−80.8% | Reduced |
| Acorn Financial Advisory Services Inc | 4,237 | $2.43M | 0.43% | −537−11.2% | Reduced |
| Consolidated Portfolio Review Corp | 4,234 | $2.43M | 0.54% | +95+2.3% | Added |
| Facet Wealth, Inc. | 4,254 | $2.43M | 0.07% | +512+13.7% | Added |
| Savvy Advisors, Inc. | 4,231 | $2.43M | 0.49% | +1,098+35.0% | Added |
| City State Bank | 4,212 | $2.42M | 0.88% | +202+5.0% | Added |
| OMNI 360 Wealth, Inc. | 4,206 | $2.41M | 1.66% | +187+4.7% | Added |
| Greenfield Savings Bank | 4,202 | $2.41M | 1.14% | +346+9.0% | Added |
| Synergy Financial Management, LLC | 4,200 | $2.41M | 0.37% | +208+5.2% | Added |
| Means Investment Co., Inc. | 4,194 | $2.41M | 0.27% | −108−2.5% | Reduced |
| Empowered Funds, LLC | 4,190 | $2.40M | 0.04% | +55+1.3% | Added |
| Jackson Wealth Management, LLC | 4,189 | $2.40M | 0.29% | +2,003+91.6% | Added |
| Red Door Wealth Management, LLC | 4,178 | $2.40M | 0.40% | +683+19.5% | Added |
| Allred Capital Management, LLC | 4,164 | $2.39M | 0.94% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 4,164 | $2.39M | 0.77% | −203−4.6% | Reduced |
| Sterling Investment Counsel, LLC | 4,157 | $2.39M | 0.85% | 00.0% | Unchanged |
| Team Hewins, LLC | 4,142 | $2.38M | 0.91% | +188+4.8% | Added |
| Insight 2811, Inc. | 4,149 | $2.38M | 1.19% | −220−5.0% | Reduced |
| Capstone Financial Advisors, Inc. | 4,110 | $2.36M | 0.15% | +252+6.5% | Added |
| Community Financial Services Group, LLC | 4,104 | $2.35M | 0.48% | −667−14.0% | Reduced |
| BNC Wealth Management, LLC | 4,100 | $2.35M | 0.87% | −2,114−34.0% | Reduced |
| Wedgewood Investors Inc | 4,100 | $2.35M | 2.57% | −32−0.8% | Reduced |
| Financial Network Wealth Management LLC | 4,094 | $2.35M | 0.84% | −75−1.8% | Reduced |
| General Partner, Inc. | 4,088 | $2.35M | 1.46% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 4,085 | $2.34M | 0.04% | −20−0.5% | Reduced |
| GAMMA Investing LLC | 4,079 | $2.34M | 0.23% | +1,014+33.1% | Added |
| Northstar Group, Inc. | 4,071 | $2.34M | 0.41% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 4,068 | $2.33M | 0.27% | +68+1.7% | Added |
| American Capital Advisory, LLC | 4,062 | $2.33M | 1.35% | +96+2.4% | Added |
| Grandfield & Dodd, LLC | 4,055 | $2.33M | 0.14% | +10+0.2% | Added |
| American Trust | 4,054 | $2.33M | 0.19% | −355−8.1% | Reduced |
| Davidson Trust Co | 4,049 | $2.32M | 1.19% | 00.0% | Unchanged |
| Hilltop National Bank | 4,036 | $2.32M | 0.70% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 4,029 | $2.31M | 0.77% | +181+4.7% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 4,010 | $2.30M | 0.40% | −129−3.1% | Reduced |
| Delta Asset Management LLC | 4,006 | $2.30M | 0.20% | +46+1.2% | Added |
| BCR Wealth Strategies, LLC | 4,006 | $2.30M | 1.08% | −45−1.1% | Reduced |
| White Lighthouse Investment Management Inc. | 3,983 | $2.29M | 0.41% | −95−2.3% | Reduced |
| Savior LLC | 3,978 | $2.28M | 12.63% | −292−6.8% | Reduced |
| Roberts Wealth Advisors, LLC | 3,978 | $2.28M | 0.74% | −124−3.0% | Reduced |
| Ingalls & Snyder LLC | 3,972 | $2.28M | 0.09% | +261+7.0% | Added |
| Altfest L J & Co Inc | 3,955 | $2.27M | 0.30% | +24+0.6% | Added |
| Stonegate Investment Group, LLC | 3,954 | $2.27M | 0.06% | −18−0.5% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 3,940 | $2.26M | 0.79% | +5+0.1% | Added |
| Peoples Bank | 3,936 | $2.26M | 1.51% | −5−0.1% | Reduced |
| Interchange Capital Partners, LLC | 3,926 | $2.25M | 0.80% | −1,899−32.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,880 | $2.25M | 0.77% | −17−0.4% | Reduced |