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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Simmons Bank | 86,508 | $49.6M | 3.59% | −2,632−3.0% | Reduced |
| National Asset Management, Inc. | 85,936 | $49.2M | 1.37% | +2,131+2.5% | Added |
| Financial Services Advisory Inc | 85,350 | $49.0M | 11.84% | +955+1.1% | Added |
| Steel Peak Wealth Management LLC | 84,928 | $48.9M | 2.17% | +2,379+2.9% | Added |
| IFP Advisors, Inc | 84,766 | $48.6M | 1.75% | −5,916−6.5% | Reduced |
| All Terrain Financial Advisors, LLC | 84,740 | $48.6M | 18.62% | +505+0.6% | Added |
| Change Path, LLC | 84,383 | $48.4M | 1.65% | +36,276+75.4% | Added |
| Nicholas Hoffman & Company, LLC. | 84,225 | $48.3M | 2.04% | −3,348−3.8% | Reduced |
| Meridian Wealth Management, LLC | 83,019 | $47.6M | 2.34% | +525+0.6% | Added |
| Allie Family Office LLC | 82,779 | $47.6M | 25.63% | +870+1.1% | Added |
| Midwest Professional Planners, LTD. | 82,753 | $47.5M | 14.52% | −8,757−9.6% | Reduced |
| Principal Street Partners, LLC | 87,158 | $47.4M | 7.76% | +43,573+100.0% | Added |
| Westwood Holdings Group Inc. | 82,557 | $47.4M | 0.20% | −90,364−52.3% | Reduced |
| 4Thought Financial Group Inc. | 82,492 | $47.3M | 29.20% | +374+0.5% | Added |
| Flputnam Investment Management Co | 82,338 | $47.2M | 0.86% | +214+0.3% | Added |
| TownSquare Capital, LLC | 82,333 | $47.2M | 0.57% | +6,057+7.9% | Added |
| Aua Capital Management, LLC | 82,105 | $47.1M | 27.27% | −3,735−4.4% | Reduced |
| SAL Trading, LLC | 81,899 | $47.0M | 94.17% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 81,552 | $46.8M | 0.61% | +17,840+28.0% | Added |
| Lindbrook Capital, LLC | 81,337 | $46.7M | 4.13% | +756+0.9% | Added |
| Kozak & Associates, Inc. | 80,124 | $46.7M | 11.03% | −1,679−2.1% | Reduced |
| Trinity Financial Advisors LLC | 77,168 | $46.4M | 20.76% | −7,757−9.1% | Reduced |
| Stone House Investment Management, LLC | 80,571 | $46.2M | 9.55% | +79,978+13,487.0% | Added |
| Prio Wealth Limited Partnership | 79,586 | $45.7M | 1.34% | −285−0.4% | Reduced |
| Atlantic Private Wealth, LLC | 79,531 | $45.6M | 34.57% | −1,531−1.9% | Reduced |
| Mechanics Bank Trust Department | 79,386 | $45.5M | 6.06% | −1,299−1.6% | Reduced |
| Farmers Trust Co | 79,201 | $45.4M | 8.47% | −3,141−3.8% | Reduced |
| Frank, Rimerman Advisors LLC | 78,375 | $45.0M | 3.19% | −88−0.1% | Reduced |
| Gladstone Institutional Advisory LLC | 77,643 | $44.5M | 2.17% | −11,711−13.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 77,379 | $44.4M | 1.31% | −9,574−11.0% | Reduced |
| Lutz Financial Services LLC | 76,965 | $44.2M | 3.58% | −736−0.9% | Reduced |
| Tolleson Wealth Management, Inc. | 76,339 | $44.0M | 8.38% | +46,310+154.2% | Added |
| Klingenstein Fields & Co LP | 76,093 | $43.7M | 1.74% | +23,466+44.6% | Added |
| Argent Trust Co | 75,941 | $43.6M | 1.80% | −1,628−2.1% | Reduced |
| CenterStar Asset Management, LLC | 75,352 | $43.3M | 64.91% | +22,100+41.5% | Added |
| FIL Ltd | 75,231 | $43.2M | 0.04% | −15,579−17.2% | Reduced |
| Summit Trail Advisors, LLC | 74,993 | $43.1M | 1.07% | +1,496+2.0% | Added |
| Yousif Capital Management, LLC | 74,863 | $43.0M | 0.47% | −5,530−6.9% | Reduced |
| Retirement Income Solutions, Inc | 74,703 | $42.9M | 9.79% | −852−1.1% | Reduced |
| IFG Advisory, LLC | 74,458 | $42.7M | 2.72% | −9,452−11.3% | Reduced |
| Aptus Capital Advisors, LLC | 74,185 | $42.6M | 0.65% | +1,973+2.7% | Added |
| Federation des caisses Desjardins du Quebec | 74,136 | $42.5M | 0.21% | +1,127+1.5% | Added |
| Aristotle Capital Management, LLC | 73,766 | $42.3M | 0.08% | −53,820−42.2% | Reduced |
| SMI Advisory Services, LLC | 73,625 | $42.2M | 9.34% | +9,734+15.2% | Added |
| Transform Wealth, LLC | 72,671 | $41.8M | 2.77% | +6,366+9.6% | Added |
| American Asset Management Inc. | 72,780 | $41.8M | 45.11% | −5,696−7.3% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 72,763 | $41.7M | 6.87% | −7,425−9.3% | Reduced |
| Rathbone Brothers plc | 72,507 | $41.6M | 0.21% | −2,003−2.7% | Reduced |
| Source Financial Advisors LLC | 72,312 | $41.5M | 12.26% | −368−0.5% | Reduced |
| LSP Investment Advisors, LLC | 72,200 | $41.4M | 22.31% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 72,167 | $41.4M | 10.27% | +31,506+77.5% | Added |
| Centiva Capital, LP | 72,060 | $41.3M | 1.87% | +53,750+293.6% | Added |
| Element Pointe Advisors, LLC | 72,053 | $41.3M | 10.06% | −122−0.2% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 71,088 | $40.8M | 13.60% | +7,057+11.0% | Added |
| Lazard Freres Gestion S.A.S. | 70,936 | $40.7M | 0.86% | +4,798+7.3% | Added |
| Cambridge Associates LLC | 70,742 | $40.6M | 1.52% | +29,082+69.8% | Added |
| Principal Financial Group Inc | 70,635 | $40.5M | 0.02% | +1,312+1.9% | Added |
| Strategic Wealth Designers | 71,137 | $40.4M | 4.33% | −7,200−9.2% | Reduced |
| Harbour Investments, Inc. | 70,350 | $40.4M | 1.21% | +4,557+6.9% | Added |
| Cullinan Associates Inc | 69,041 | $40.2M | 2.27% | +1,054+1.6% | Added |
| SNS Financial Group, LLC | 69,813 | $40.2M | 4.03% | −1,763−2.5% | Reduced |
| Edgestream Partners, L.P. | 69,697 | $40.0M | 1.76% | −12,459−15.2% | Reduced |
| Schusterman Interests, LLC | 69,517 | $39.9M | 97.23% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 69,343 | $39.8M | 6.01% | +690+1.0% | Added |
| Ciovacco Capital Management LLC | 69,185 | $39.7M | 23.22% | +890+1.3% | Added |
| Hall Kathryn A. | 69,051 | $39.6M | 8.31% | −526−0.8% | Reduced |
| King Luther Capital Management Corp | 68,786 | $39.5M | 0.17% | −5,289−7.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 68,331 | $39.3M | 0.68% | +43,468+174.8% | Added |
| Anfield Capital Management, LLC | 68,288 | $39.2M | 14.94% | −2,331−3.3% | Reduced |
| Signaturefd, LLC | 68,255 | $39.2M | 0.75% | −190.0% | Reduced |
| Canandaigua National Bank & Trust Co | 68,140 | $39.1M | 3.72% | −3,194−4.5% | Reduced |
| Pictet & Cie (Europe) SA | 68,077 | $39.1M | 0.92% | +12,535+22.6% | Added |
| Hanover Advisors Inc | 67,947 | $39.0M | 16.37% | +175+0.3% | Added |
| Factory Mutual Insurance Co | 67,656 | $38.8M | 0.40% | −104,200−60.6% | Reduced |
| Resources Investment Advisors, LLC. | 67,453 | $38.7M | 0.44% | +3,555+5.6% | Added |
| Sowell Financial Services LLC | 66,864 | $38.5M | 1.79% | +3,052+4.8% | Added |
| Gryphon Financial Partners LLC | 39,842 | $38.1M | 5.14% | +160+0.4% | Added |
| Bridgewater Advisors Inc. | 65,079 | $37.9M | 3.97% | +38,703+146.7% | Added |
| Dakota Wealth Management | 65,818 | $37.8M | 0.85% | +13,853+26.7% | Added |
| iA Global Asset Management Inc. | 65,599 | $37.6M | 0.66% | +3,003+4.8% | Added |
| Sapient Capital LLC | 65,013 | $37.4M | 0.75% | +3,278+5.3% | Added |
| Inscription Capital, LLC | 65,063 | $37.3M | 5.55% | +50.0% | Added |
| One River Asset Management, LLC | 65,088 | $37.2M | 41.91% | −114,276−63.7% | Reduced |
| Associated Banc-Corp | 64,518 | $37.0M | 1.09% | −1,080−1.6% | Reduced |
| North Star Investment Management Corp. | 64,473 | $37.0M | 2.56% | +1,327+2.1% | Added |
| Birinyi Associates Inc | 64,217 | $36.9M | 10.58% | −1,786−2.7% | Reduced |
| Centaurus Financial, Inc. | 64,125 | $36.8M | 2.34% | −12,801−16.6% | Reduced |
| Youngs Advisory Group, Inc. | 63,923 | $36.7M | 15.20% | +284+0.4% | Added |
| Insigneo Advisory Services, LLC | 63,887 | $36.7M | 3.70% | +4,778+8.1% | Added |
| Caldwell Trust Co | 63,793 | $36.6M | 3.84% | −891−1.4% | Reduced |
| Wealth Advisory Solutions, LLC | 63,388 | $36.4M | 10.01% | −2,837−4.3% | Reduced |
| Guidance Capital, Inc | 62,163 | $36.3M | 11.37% | −3,313−5.1% | Reduced |
| Commonwealth Financial Services, LLC | 63,712 | $36.2M | 7.15% | +346+0.5% | Added |
| Pitcairn Co | 63,020 | $36.2M | 2.14% | +35,134+126.0% | Added |
| Clear Harbor Asset Management, LLC | 62,991 | $36.1M | 2.97% | +100.0% | Added |
| Johnson Financial Group, Inc. | 62,790 | $36.1M | 1.65% | +1,337+2.2% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 62,785 | $36.1M | 9.09% | +227+0.4% | Added |
| Williams Jones Wealth Management, LLC. | 62,687 | $36.0M | 0.42% | −599−0.9% | Reduced |
| Wetherby Asset Management Inc | 62,471 | $35.8M | 1.64% | +85+0.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 62,257 | $35.7M | 13.36% | +791+1.3% | Added |