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 |
|---|---|---|---|---|---|
| Lokken Investment Group LLC | 3,919 | $2.25M | 0.94% | −145−3.6% | Reduced |
| Sculati Wealth Management, LLC | 3,916 | $2.25M | 0.90% | 00.0% | Unchanged |
| JSF Financial, LLC | 3,915 | $2.25M | 0.66% | +60+1.6% | Added |
| Black Diamond Financial, LLC | 3,894 | $2.23M | 0.38% | −87−2.2% | Reduced |
| Denver Wealth Management, Inc. | 3,887 | $2.23M | 1.03% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 3,872 | $2.23M | 0.24% | +7+0.2% | Added |
| Archford Capital Strategies, LLC | 3,813 | $2.23M | 0.34% | +10.0% | Added |
| Cambridge Advisors Inc. | 3,873 | $2.22M | 0.49% | −218−5.3% | Reduced |
| Sierra Summit Advisors LLC | 3,866 | $2.22M | 0.51% | +102+2.7% | Added |
| CCG Wealth Management, LLC | 3,860 | $2.21M | 1.24% | −14−0.4% | Reduced |
| SGL Investment Advisors, Inc. | 3,708 | $2.20M | 1.13% | +3,708 | New |
| BCS Wealth Management | 3,827 | $2.20M | 0.93% | +41+1.1% | Added |
| Droms Strauss Advisors Inc | 3,826 | $2.20M | 0.78% | −18−0.5% | Reduced |
| Affinity Wealth Management LLC | 3,825 | $2.19M | 0.39% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 3,825 | $2.19M | 1.64% | +40+1.1% | Added |
| Safeguard Financial, LLC | 3,812 | $2.19M | 0.52% | +166+4.6% | Added |
| Bank of Nova Scotia Trust Co | 3,810 | $2.19M | 0.22% | +15+0.4% | Added |
| Barr E S & Co | 3,803 | $2.18M | 0.14% | −125−3.2% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,774 | $2.18M | 1.04% | −103−2.7% | Reduced |
| Lazari Capital Management, Inc. | 3,789 | $2.17M | 0.93% | −265−6.5% | Reduced |
| FMB Wealth Management | 3,775 | $2.17M | 1.22% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 3,759 | $2.16M | 0.34% | −23−0.6% | Reduced |
| Asset Advisors Investment Management, LLC | 3,758 | $2.16M | 0.22% | −1,905−33.6% | Reduced |
| Sheets Smith Wealth Management | 3,757 | $2.16M | 0.26% | −385−9.3% | Reduced |
| Arista Wealth Management, LLC | 3,756 | $2.16M | 0.52% | −225−5.7% | Reduced |
| Modus Advisors, LLC | 3,755 | $2.15M | 0.71% | +88+2.4% | Added |
| Falcon Wealth Planning | 3,754 | $2.15M | 0.25% | −43−1.1% | Reduced |
| Red Wave Investments LLC | 3,743 | $2.15M | 0.75% | +100+2.7% | Added |
| Bill Few Associates, Inc. | 3,737 | $2.14M | 0.76% | +642+20.7% | Added |
| Oxbow Advisors, LLC | 3,737 | $2.14M | 0.21% | −187−4.8% | Reduced |
| Hutchinson Capital Management | 3,737 | $2.14M | 0.41% | +413+12.4% | Added |
| Richardson Financial Services Inc. | 3,874 | $2.14M | 1.36% | +915+30.9% | Added |
| Wagner Wealth Management, LLC | 3,721 | $2.14M | 0.58% | −16−0.4% | Reduced |
| Lantern Wealth Advisors, LLC | 3,720 | $2.13M | 1.48% | +330+9.7% | Added |
| McBroom & Associates, LLC | 3,711 | $2.13M | 1.30% | −7−0.2% | Reduced |
| Selective Wealth Management, Inc. | 3,714 | $2.13M | 0.88% | −51−1.4% | Reduced |
| American Planning Services, Inc. | 3,707 | $2.13M | 1.68% | −13−0.3% | Reduced |
| Disciplined Investments, LLC | 3,705 | $2.13M | 1.05% | −40−1.1% | Reduced |
| United Advisor Group, LLC | 3,705 | $2.13M | 0.48% | +555+17.6% | Added |
| CFO4Life Group, LLC | 3,697 | $2.12M | 0.38% | +10.0% | Added |
| Logan Capital Management Inc | 3,693 | $2.12M | 0.09% | +49+1.3% | Added |
| ICW Investment Advisors LLC | 3,688 | $2.12M | 0.88% | +10+0.3% | Added |
| VeraBank, N.A. | 3,682 | $2.11M | 0.62% | −700−16.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,676 | $2.11M | 0.13% | +289+8.5% | Added |
| Ransom Advisory, Ltd | 3,664 | $2.10M | 0.98% | −3−0.1% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 3,657 | $2.10M | 0.15% | −4−0.1% | Reduced |
| Congress Asset Management Co | 3,655 | $2.10M | 0.01% | +414+12.8% | Added |
| Legacy Private Trust Co. | 3,651 | $2.09M | 0.14% | +60+1.7% | Added |
| Melfa Wealth Management, LLC | 3,650 | $2.09M | 1.38% | −48−1.3% | Reduced |
| Ulland Investment Advisors, LLC | 3,648 | $2.09M | 1.53% | +807+28.4% | Added |
| Blue Chip Partners, Inc. | 3,639 | $2.09M | 0.18% | −87−2.3% | Reduced |
| Stoneridge Investment Partners LLC | 3,634 | $2.08M | 0.78% | −211−5.5% | Reduced |
| Renaissance Investment Group LLC | 3,631 | $2.08M | 0.43% | −16−0.4% | Reduced |
| Confluence Wealth Services, Inc. | 3,625 | $2.08M | 0.15% | −1,588−30.5% | Reduced |
| Smith, Salley & Associates | 3,613 | $2.07M | 0.14% | +235+7.0% | Added |
| Wellington Shields & Co., LLC | 3,603 | $2.07M | 0.63% | +369+11.4% | Added |
| Holistic Planning, LLC | 3,602 | $2.07M | 0.87% | +90+2.6% | Added |
| Sentry LLC | 3,594 | $2.06M | 0.40% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $2.06M | 0.34% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 3,590 | $2.06M | 0.76% | −103−2.8% | Reduced |
| LMR Partners LLP | 3,589 | $2.06M | 0.05% | +3,589 | New |
| McCarthy & Cox | 3,584 | $2.06M | 0.79% | +81+2.3% | Added |
| Marshall Financial Group LLC | 3,581 | $2.05M | 0.49% | +48+1.4% | Added |
| ARS Wealth Advisors Group, LLC | 3,580 | $2.05M | 0.25% | −83−2.3% | Reduced |
| Oberweis Asset Management Inc | 3,579 | $2.05M | 0.11% | −6−0.2% | Reduced |
| Valley National Advisers Inc | 3,579 | $2.05M | 0.37% | +141+4.1% | Added |
| Mogy Joel R Investment Counsel Inc | 3,575 | $2.05M | 0.13% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 3,571 | $2.05M | 0.21% | −725−16.9% | Reduced |
| Permanens Capital L.P. | 3,548 | $2.04M | 0.41% | +36+1.0% | Added |
| Arbor Wealth Advisors LLC | 3,558 | $2.04M | 1.84% | 00.0% | Unchanged |
| Invesco Ltd. | 3,549 | $2.04M | 0.00% | −1,183−25.0% | Reduced |
| Capital Research Global Investors | 3,550 | $2.03M | 0.00% | −477−11.8% | Reduced |
| LVW Advisors, LLC | 3,534 | $2.03M | 0.26% | +539+18.0% | Added |
| LGT Financial Advisors LLC | 3,533 | $2.03M | 5.00% | −204−5.5% | Reduced |
| Sensible Money, LLC | 3,533 | $2.03M | 0.89% | +1,149+48.2% | Added |
| Mount Yale Investment Advisors, LLC | 3,528 | $2.02M | 0.19% | −619−14.9% | Reduced |
| Ardmore Road Asset Management LP | 3,528 | $2.02M | 0.26% | +3,528 | New |
| Whalerock Point Partners, LLC | 3,524 | $2.02M | 0.48% | +5+0.1% | Added |
| Johnson Financial Group, LLC | 3,513 | $2.02M | 0.24% | +2,977+555.4% | Added |
| Leslie Global Wealth, LLC | 3,505 | $2.01M | 0.98% | +1,584+82.5% | Added |
| Manchester Financial Inc | 3,504 | $2.01M | 0.44% | +20+0.6% | Added |
| GW Henssler & Associates Ltd | 3,485 | $2.00M | 0.11% | −94−2.6% | Reduced |
| Agate Pass Investment Management, LLC | 3,484 | $2.00M | 1.00% | −517−12.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,483 | $2.00M | 0.49% | −300−7.9% | Reduced |
| Maia Wealth LLC | 3,449 | $2.00M | 0.49% | +87+2.6% | Added |
| NorthStar Asset Management LLC | 3,482 | $2.00M | 1.33% | +181+5.5% | Added |
| Mainstream Capital Management LLC | 3,471 | $1.99M | 1.69% | +3,471 | New |
| Headinvest, LLC | 3,468 | $1.99M | 0.37% | −177−4.9% | Reduced |
| SignalPoint Asset Management, LLC | 3,480 | $1.99M | 0.46% | +9+0.3% | Added |
| Country Trust Bank | 3,455 | $1.98M | 0.05% | −64−1.8% | Reduced |
| Sensible Financial Planning & Management, LLC. | 3,453 | $1.98M | 0.39% | +3,453 | New |
| SK Wealth Management, LLC | 3,327 | $1.98M | 1.01% | +3,327 | New |
| Ascent Group, LLC | 3,446 | $1.98M | 0.15% | +147+4.5% | Added |
| MontVue Capital Management, Inc. | 3,446 | $1.98M | 1.52% | −295−7.9% | Reduced |
| Independent Advisor Alliance | 3,443 | $1.98M | 0.07% | −6,291−64.6% | Reduced |
| Nomura Asset Management Co Ltd | 3,442 | $1.97M | 0.01% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 3,433 | $1.97M | 1.28% | +2,656+341.8% | Added |
| WealthPLAN Partners, LLC | 3,432 | $1.97M | 0.26% | −96−2.7% | Reduced |
| Lionsbridge Wealth Management LLC | 3,431 | $1.97M | 1.56% | −13,135−79.3% | Reduced |
| Coyle Financial Counsel LLC | 3,609 | $1.96M | 0.69% | −770−17.6% | Reduced |