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 |
|---|---|---|---|---|---|
| Kuhn & Co Investment Counsel | 2,245 | $1.29M | 1.10% | −21−0.9% | Reduced |
| Francis Financial, Inc. | 2,241 | $1.29M | 0.34% | +4+0.2% | Added |
| Von Berge Wealth Management Group, LLC | 2,175 | $1.29M | 0.80% | −23−1.0% | Reduced |
| Excalibur Management Corp | 2,236 | $1.28M | 0.49% | −32−1.4% | Reduced |
| Awm Capital, LLC | 2,227 | $1.28M | 0.15% | −155−6.5% | Reduced |
| Hillman Capital Management, Inc. | 2,228 | $1.28M | 0.44% | +2,228 | New |
| N.E.W. Advisory Services LLC | 2,227 | $1.28M | 0.13% | +79+3.7% | Added |
| Estate Counselors, LLC | 2,225 | $1.28M | 0.13% | −10,463−82.5% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,225 | $1.28M | 0.29% | −14−0.6% | Reduced |
| Armor Investment Advisors, LLC | 2,224 | $1.28M | 0.53% | +10.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,221 | $1.27M | 0.26% | −199−8.2% | Reduced |
| Kavar Capital Partners Group, LLC | 2,213 | $1.27M | 0.20% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 2,212 | $1.27M | 1.04% | +4+0.2% | Added |
| PrairieView Partners, LLC | 2,209 | $1.27M | 0.13% | −13−0.6% | Reduced |
| Fiduciary Group LLC | 2,207 | $1.27M | 0.13% | +3+0.1% | Added |
| West Michigan Advisors, LLC | 2,200 | $1.27M | 0.38% | +467+26.9% | Added |
| Robinson Smith Wealth Advisors LLC | 2,202 | $1.26M | 1.07% | +51+2.4% | Added |
| Sebold Capital Management, Inc. | 2,201 | $1.26M | 0.83% | −6−0.3% | Reduced |
| Mayport, LLC | 2,195 | $1.26M | 0.40% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 2,195 | $1.26M | 0.78% | +1,176+115.4% | Added |
| MBA Advisors LLC | 2,192 | $1.26M | 0.60% | −274−11.1% | Reduced |
| Bordeaux Wealth Advisors LLC | 2,190 | $1.26M | 0.23% | −25−1.1% | Reduced |
| Shapiro Capital Management LLC | 2,180 | $1.25M | 0.04% | −16,418−88.3% | Reduced |
| Orcam Financial Group | 2,178 | $1.25M | 1.21% | −1,587−42.2% | Reduced |
| Hiley Hunt Wealth Management | 2,170 | $1.24M | 0.71% | −46−2.1% | Reduced |
| Hudson Portfolio Management LLC | 2,166 | $1.24M | 1.22% | +2,166 | New |
| Brooks, Moore & Associates, Inc. | 2,165 | $1.24M | 0.73% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,162 | $1.24M | 0.38% | −96−4.3% | Reduced |
| Vaughan & Co Securities, Inc. | 2,160 | $1.24M | 0.73% | −5−0.2% | Reduced |
| Capital CS Group, LLC | 2,159 | $1.24M | 1.49% | −712−24.8% | Reduced |
| Trust Co of Tennessee | 2,158 | $1.24M | 0.41% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 2,141 | $1.23M | 0.35% | −337−13.6% | Reduced |
| Miramar Capital, LLC | 2,141 | $1.23M | 0.29% | −25−1.2% | Reduced |
| Fortune Financial Advisors, LLC | 2,135 | $1.23M | 1.11% | −34−1.6% | Reduced |
| Main Street Research LLC | 2,125 | $1.22M | 0.08% | −1,452−40.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,132 | $1.22M | 0.08% | +77+3.7% | Added |
| Park Edge Advisors, LLC | 2,129 | $1.22M | 0.35% | +150+7.6% | Added |
| Capital Investment Counsel, Inc | 2,127 | $1.22M | 0.18% | +13+0.6% | Added |
| Massachusetts Wealth Management | 2,125 | $1.22M | 0.77% | 00.0% | Unchanged |
| WealthBridge Investment Counsel Inc. | 2,122 | $1.22M | 0.43% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 2,121 | $1.22M | 0.17% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 2,082 | $1.22M | 0.31% | +279+15.5% | Added |
| Courage Miller Partners, LLC | 2,118 | $1.22M | 0.41% | +35+1.7% | Added |
| Oak Harvest Investment Services | 2,118 | $1.22M | 0.17% | +93+4.6% | Added |
| Cutler Investment Counsel LLC | 2,104 | $1.21M | 0.15% | −140−6.2% | Reduced |
| True Link Financial Advisors, LLC | 2,108 | $1.21M | 0.10% | +46+2.2% | Added |
| Horan Securities, Inc. | 2,097 | $1.20M | 0.47% | +532+34.0% | Added |
| Papp L Roy & Associates | 2,093 | $1.20M | 0.15% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 2,100 | $1.20M | 0.17% | −20,000−90.5% | Reduced |
| Independent Investors Inc | 2,089 | $1.20M | 0.24% | +334+19.0% | Added |
| Navalign, LLC | 2,077 | $1.19M | 0.35% | +134+6.9% | Added |
| SkyOak Wealth, LLC | 2,075 | $1.19M | 0.26% | +9+0.4% | Added |
| Marcum Wealth, LLC | 2,070 | $1.19M | 0.11% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 2,068 | $1.19M | 0.13% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,067 | $1.19M | 0.54% | +30+1.5% | Added |
| United Community Bank | 2,062 | $1.18M | 0.46% | −45−2.1% | Reduced |
| Buffington Mohr McNeal | 2,061 | $1.18M | 0.19% | +63+3.2% | Added |
| Leisure Capital Management | 2,054 | $1.18M | 0.50% | −204−9.0% | Reduced |
| Viewpoint Capital Management LLC | 2,060 | $1.18M | 0.66% | −5−0.2% | Reduced |
| Blackhawk Capital Partners LLC. | 2,050 | $1.18M | 0.63% | +163+8.6% | Added |
| Prossimo Advisors, LLC | 2,050 | $1.18M | 0.86% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 2,049 | $1.18M | 0.65% | +6+0.3% | Added |
| Archer Investment Corp | 2,048 | $1.18M | 0.32% | −172−7.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,045 | $1.17M | 0.62% | −101−4.7% | Reduced |
| Alpine Global Management, LLC | 2,044 | $1.17M | 0.28% | +2,044 | New |
| TCFG Wealth Management, LLC | 2,043 | $1.17M | 0.59% | +2,043 | New |
| Charles Schwab Trust Co | 2,041 | $1.17M | 0.10% | −122−5.6% | Reduced |
| Marino, Stram & Associates LLC | 2,029 | $1.16M | 0.26% | +107+5.6% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,027 | $1.16M | 0.29% | −10−0.5% | Reduced |
| Spence Asset Management | 2,026 | $1.16M | 0.28% | −13,005−86.5% | Reduced |
| Gibbs Wealth Management | 2,025 | $1.16M | 0.38% | +2,025 | New |
| Patrick M Sweeney & Associates, Inc | 2,025 | $1.16M | 0.85% | +26+1.3% | Added |
| Lincoln Capital Corp | 2,024 | $1.16M | 0.47% | −62−3.0% | Reduced |
| Hollow Brook Wealth Management LLC | 2,015 | $1.16M | 0.34% | +456+29.2% | Added |
| Chapman Investment Management, LLC | 2,021 | $1.16M | 0.85% | 00.0% | Unchanged |
| Asset Planning Corporation | 2,012 | $1.15M | 0.75% | +2+0.1% | Added |
| Centerpoint Advisors, LLC | 2,008 | $1.15M | 0.40% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 2,002 | $1.15M | 0.44% | +10.0% | Added |
| Doheny Asset Management | 2,000 | $1.15M | 0.78% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 2,000 | $1.15M | 0.72% | 00.0% | Unchanged |
| Lam Group, Inc. | 2,000 | $1.15M | 0.81% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 1,975 | $1.15M | 0.45% | −29−1.4% | Reduced |
| Cora Capital Advisors LLC | 1,995 | $1.14M | 0.56% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 1,994 | $1.14M | 0.77% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 2,001 | $1.14M | 0.38% | +355+21.6% | Added |
| Paradigm Capital Management, LLC | 1,989 | $1.14M | 1.09% | +1,989 | New |
| Centric Wealth Management | 1,930 | $1.14M | 0.31% | +207+12.0% | Added |
| Ti-Trust, Inc | 1,982 | $1.14M | 0.81% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,972 | $1.13M | 0.06% | −180,391−98.9% | Reduced |
| WJ Wealth Management, LLC | 1,960 | $1.12M | 0.40% | −1,529−43.8% | Reduced |
| Crossmark Global Holdings, Inc. | 1,958 | $1.12M | 0.02% | +778+65.9% | Added |
| Assetmark, Inc | 1,958 | $1.12M | 0.00% | −366−15.7% | Reduced |
| tru Independence LLC | 1,952 | $1.12M | 0.33% | +216+12.4% | Added |
| Full Sail Capital, LLC | 1,952 | $1.12M | 0.07% | +13+0.7% | Added |
| Grey Fox Wealth Advisors, LLC | 1,944 | $1.12M | 0.31% | −44−2.2% | Reduced |
| Valicenti Advisory Services Inc | 1,949 | $1.12M | 0.29% | −440−18.4% | Reduced |
| Silver Oak Advisory Group, Inc. | 1,945 | $1.12M | 0.57% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 1,945 | $1.12M | 0.27% | +361+22.8% | Added |
| First Affirmative Financial Network | 1,945 | $1.12M | 0.61% | +1,945 | New |
| Carl P. Sherr & Co., LLC | 1,943 | $1.11M | 0.59% | 00.0% | Unchanged |