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 |
|---|---|---|---|---|---|
| Private Capital Management LLC | 3,421 | $1.96M | 0.35% | −460−11.9% | Reduced |
| Liberty Capital Management, Inc. | 3,419 | $1.96M | 0.43% | −82−2.3% | Reduced |
| Apollon Financial, LLC | 3,413 | $1.96M | 0.58% | +2,925+599.4% | Added |
| Cherry Tree Wealth Management, LLC | 3,410 | $1.96M | 0.46% | −88−2.5% | Reduced |
| Bright Financial Advisors, Inc. | 3,408 | $1.96M | 1.24% | 00.0% | Unchanged |
| 360 Financial, Inc. | 3,401 | $1.95M | 0.72% | +10+0.3% | Added |
| Lynx Investment Advisory | 3,400 | $1.95M | 1.40% | −151−4.3% | Reduced |
| Clarkston Capital Partners, LLC | 3,397 | $1.95M | 0.04% | −1,090−24.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 3,396 | $1.95M | 0.49% | −68−2.0% | Reduced |
| Brand Asset Management Group, Inc. | 3,396 | $1.95M | 0.76% | −925−21.4% | Reduced |
| Wallace Advisory Group, LLC | 3,579 | $1.95M | 1.43% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 3,395 | $1.95M | 0.26% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 3,392 | $1.95M | 1.01% | +25+0.7% | Added |
| RTD Financial Advisors, Inc. | 3,388 | $1.94M | 0.25% | −161−4.5% | Reduced |
| Summit Asset Management, LLC | 3,387 | $1.94M | 0.37% | +47+1.4% | Added |
| Lakeridge Wealth Management LLC | 3,368 | $1.93M | 1.06% | −267−7.3% | Reduced |
| Edgar Lomax Co | 3,368 | $1.93M | 0.12% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 3,362 | $1.93M | 0.26% | +40+1.2% | Added |
| Fiduciary Family Office, LLC | 3,355 | $1.92M | 0.64% | −152−4.3% | Reduced |
| Garner Asset Management Corp | 3,349 | $1.92M | 0.88% | +8+0.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,344 | $1.92M | 0.74% | +4+0.1% | Added |
| Auour Investments LLC | 3,298 | $1.92M | 0.69% | +18+0.5% | Added |
| Campbell Wealth Management | 3,341 | $1.92M | 0.17% | −140−4.0% | Reduced |
| Financial Security Advisor, Inc. | 3,336 | $1.91M | 0.48% | +64+2.0% | Added |
| Naviter Wealth, LLC | 3,325 | $1.91M | 0.27% | −70−2.1% | Reduced |
| Curbstone Financial Management Corp | 3,327 | $1.91M | 0.41% | −20−0.6% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,324 | $1.91M | 0.24% | +10.0% | Added |
| Family Asset Management, LLC | 3,318 | $1.90M | 1.14% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,315 | $1.90M | 0.02% | +2,749+485.7% | Added |
| Optimist Retirement Group LLC | 3,304 | $1.90M | 0.86% | +19+0.6% | Added |
| Halter Ferguson Financial Inc. | 3,303 | $1.90M | 1.07% | 00.0% | Unchanged |
| Claret Asset Management Corp | 3,276 | $1.88M | 0.31% | −21−0.6% | Reduced |
| Wambolt & Associates, LLC | 3,275 | $1.86M | 0.51% | +116+3.7% | Added |
| Geneva Partners, LLC | 3,240 | $1.86M | 0.80% | +100+3.2% | Added |
| WealthPlan Investment Management, LLC | 3,231 | $1.85M | 0.19% | +266+9.0% | Added |
| Centurion Wealth Management LLC | 3,225 | $1.85M | 0.59% | +3,225 | New |
| 9258 Wealth Management, LLC | 3,224 | $1.85M | 0.27% | −94−2.8% | Reduced |
| Widmann Financial Services, Inc. | 3,221 | $1.85M | 1.40% | −14−0.4% | Reduced |
| HBW Advisory Services LLC | 3,212 | $1.84M | 0.27% | +265+9.0% | Added |
| Randolph Co Inc | 3,210 | $1.84M | 0.21% | −13−0.4% | Reduced |
| Meyer Handelman Co | 3,210 | $1.84M | 0.06% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 3,204 | $1.84M | 0.83% | +55+1.7% | Added |
| Index Fund Advisors, Inc. | 3,204 | $1.84M | 0.10% | −2,251−41.3% | Reduced |
| FourThought Financial Partners, LLC | 3,195 | $1.83M | 0.22% | −17−0.5% | Reduced |
| Shaker Investments LLC | 3,191 | $1.83M | 0.76% | −12−0.4% | Reduced |
| Stonebridge Capital Advisors LLC | 3,186 | $1.83M | 0.15% | +853+36.6% | Added |
| Costello Asset Management, INC | 3,170 | $1.82M | 1.22% | +124+4.1% | Added |
| Powell Investment Advisors, LLC | 3,159 | $1.82M | 0.85% | +10.0% | Added |
| Altus Wealth Management, LLC | 3,167 | $1.82M | 0.85% | −4−0.1% | Reduced |
| Violich Capital Management, Inc. | 3,153 | $1.81M | 0.24% | +13+0.4% | Added |
| WESCAP Management Group, Inc. | 3,150 | $1.81M | 0.45% | +29+0.9% | Added |
| Hanson & Doremus Investment Management | 3,145 | $1.80M | 0.29% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 3,140 | $1.80M | 0.10% | +200+6.8% | Added |
| BOK Financial Private Wealth, Inc. | 3,111 | $1.79M | 0.13% | −31−1.0% | Reduced |
| First PREMIER Bank | 3,119 | $1.79M | 0.45% | −90−2.8% | Reduced |
| Priebe Wealth Holdings LLC | 3,115 | $1.79M | 1.30% | −176−5.3% | Reduced |
| Prairie Sky Financial Group LLC | 3,110 | $1.78M | 1.01% | +4+0.1% | Added |
| Cranbrook Wealth Management, LLC | 3,108 | $1.78M | 0.41% | +27+0.9% | Added |
| Cowa, LLC | 3,098 | $1.78M | 0.85% | −137−4.2% | Reduced |
| Exchange Capital Management, Inc. | 3,093 | $1.77M | 0.28% | −128−4.0% | Reduced |
| Northeast Financial Group, Inc. | 3,084 | $1.77M | 0.68% | +922+42.6% | Added |
| CFS Investment Advisory Services, LLC | 3,079 | $1.77M | 0.15% | −10−0.3% | Reduced |
| Peninsula Asset Management Inc | 3,065 | $1.76M | 0.89% | −64−2.0% | Reduced |
| Clean Yield Group | 3,061 | $1.76M | 0.56% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,061 | $1.76M | 1.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 3,060 | $1.76M | 0.14% | −285−8.5% | Reduced |
| TrueWealth Financial Partners | 3,059 | $1.76M | 1.06% | −8−0.3% | Reduced |
| Chickasaw Capital Management LLC | 3,054 | $1.75M | 0.08% | +73+2.4% | Added |
| Rinkey Investments | 3,053 | $1.75M | 0.57% | +177+6.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,052 | $1.75M | 0.02% | −74−2.4% | Reduced |
| Ayrshire Capital Management LLC | 3,044 | $1.75M | 0.83% | 00.0% | Unchanged |
| Sage Advisors, LLC | 3,042 | $1.75M | 1.37% | −509−14.3% | Reduced |
| D.B. Root & Company, LLC | 3,033 | $1.74M | 0.57% | +666+28.1% | Added |
| CNB Bank | 3,031 | $1.74M | 0.80% | +397+15.1% | Added |
| Wealth Group Ltd | 3,029 | $1.74M | 0.51% | −35−1.1% | Reduced |
| TFC Financial Management | 3,028 | $1.74M | 0.27% | +2+0.1% | Added |
| Congress Park Capital LLC | 3,028 | $1.74M | 0.64% | −75−2.4% | Reduced |
| Meeder Advisory Services, Inc. | 3,016 | $1.73M | 0.11% | −96−3.1% | Reduced |
| Everpar Advisors LLC | 3,014 | $1.73M | 0.89% | −383−11.3% | Reduced |
| Convergence Financial, LLC | 3,012 | $1.73M | 0.37% | +1,037+52.5% | Added |
| Meridian Financial, LLC | 3,004 | $1.72M | 1.15% | +10.0% | Added |
| Michael B. Yongue | 3,004 | $1.72M | 1.39% | −59−1.9% | Reduced |
| Mattern Capital Management, LLC | 3,000 | $1.72M | 0.22% | +49+1.7% | Added |
| Nordwand Advisors, LLC | 3,000 | $1.72M | 0.46% | 00.0% | Unchanged |
| Sassicaia Capital Advisers LLC | 3,000 | $1.72M | 4.99% | +1,600+114.3% | Added |
| Strategies Wealth Advisors, LLC | 2,996 | $1.72M | 0.23% | −165−5.2% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,995 | $1.72M | 0.43% | +795+36.1% | Added |
| Greystone Financial Group, LLC | 2,993 | $1.72M | 0.31% | +159+5.6% | Added |
| Taylor Financial Group, Inc. | 2,992 | $1.72M | 1.19% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 2,986 | $1.71M | 0.61% | −4−0.1% | Reduced |
| Oarsman Capital, Inc. | 2,981 | $1.71M | 0.32% | +418+16.3% | Added |
| Gilliland Jeter Wealth Management LLC | 2,981 | $1.71M | 0.55% | +11+0.4% | Added |
| Net Worth Advisory Group | 2,966 | $1.70M | 0.50% | +2,966 | New |
| Wolff Wiese Magana LLC | 2,964 | $1.70M | 1.16% | +837+39.4% | Added |
| Alaethes Wealth LLC | 2,951 | $1.70M | 0.63% | +665+29.1% | Added |
| Beta Wealth Group, Inc. | 2,959 | $1.70M | 0.77% | −33−1.1% | Reduced |
| Chemistry Wealth Management LLC | 2,957 | $1.70M | 0.41% | +265+9.8% | Added |
| Exchange Bank | 2,941 | $1.69M | 1.38% | −9−0.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 2,932 | $1.68M | 0.62% | −208−6.6% | Reduced |
| Lumbard & Kellner, LLC | 2,932 | $1.68M | 0.74% | 00.0% | Unchanged |