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 |
|---|---|---|---|---|---|
| Aspen Grove Capital, LLC | 61,572 | $35.4M | 7.83% | +169+0.3% | Added |
| Solitude Financial Services | 61,755 | $35.4M | 15.12% | +551+0.9% | Added |
| Norris Financial Group, LLC | 61,753 | $35.4M | 17.44% | −3,466−5.3% | Reduced |
| Fortis Capital Advisors, LLC | 81,420 | $35.4M | 11.83% | +28,135+52.8% | Added |
| Dorsey & Whitney Trust CO LLC | 61,675 | $35.4M | 1.88% | +3,387+5.8% | Added |
| Fifth Third Securities, Inc. | 61,331 | $35.2M | 3.33% | −5,963−8.9% | Reduced |
| Ninepoint Partners LP | 61,000 | $35.0M | 4.59% | −4,800−7.3% | Reduced |
| HM Payson & Co | 60,857 | $34.9M | 0.60% | −20,107−24.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 60,820 | $34.9M | 9.30% | −61,256−50.2% | Reduced |
| Aspiriant, LLC | 60,452 | $34.7M | 1.32% | +311+0.5% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 60,446 | $34.7M | 16.10% | +770+1.3% | Added |
| Washburn Capital Management, Inc. | 60,236 | $34.6M | 24.76% | −2,086−3.3% | Reduced |
| Congress Wealth Management LLC | 60,109 | $34.5M | 0.46% | +7,416+14.1% | Added |
| Renaissance Technologies LLC | 59,900 | $34.4M | 0.05% | +10,900+22.2% | Added |
| Aspect Partners, LLC | 59,699 | $34.3M | 19.22% | −1,436−2.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 59,489 | $34.1M | 1.26% | −1,176−1.9% | Reduced |
| Barings LLC | 59,418 | $34.1M | 0.80% | −63,958−51.8% | Reduced |
| Chesley Taft & Associates LLC | 59,100 | $33.9M | 1.62% | −697−1.2% | Reduced |
| Metis Global Partners, LLC | 58,818 | $33.7M | 1.05% | −21,903−27.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 58,487 | $33.6M | 9.57% | +3,281+5.9% | Added |
| Shilanski & Associates, Inc. | 58,092 | $33.3M | 10.85% | −6,922−10.6% | Reduced |
| First Nebraska Trust Co | 57,815 | $33.2M | 3.23% | +96+0.2% | Added |
| BFSG, LLC | 57,800 | $33.2M | 3.85% | −2,400−4.0% | Reduced |
| Callan Family Office, LLC | 57,655 | $33.1M | 5.56% | −4,467−7.2% | Reduced |
| Marmo Financial Group, LLC | 57,649 | $33.1M | 17.65% | −11,604−16.8% | Reduced |
| MKT Advisors LLC | 57,966 | $33.0M | 15.47% | −135−0.2% | Reduced |
| Diversify Wealth Management, LLC | 57,012 | $33.0M | 3.17% | +2,307+4.2% | Added |
| LM Advisors LLC | 57,400 | $32.9M | 6.69% | −191−0.3% | Reduced |
| Boston Family Office LLC | 57,393 | $32.9M | 2.23% | −161−0.3% | Reduced |
| Evermay Wealth Management LLC | 57,117 | $32.9M | 5.28% | −1,060−1.8% | Reduced |
| Banque Pictet & Cie SA | 57,094 | $32.8M | 0.32% | +27,719+94.4% | Added |
| Schechter Investment Advisors, LLC | 56,927 | $32.7M | 2.41% | −2,013−3.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 56,594 | $32.5M | 0.28% | 00.0% | Unchanged |
| Roth Financial Partners LLC | 56,564 | $32.4M | 12.95% | −435−0.8% | Reduced |
| Fort Washington Investment Advisors Inc | 56,521 | $32.4M | 0.20% | +672+1.2% | Added |
| Fiduciary Alliance LLC | 56,450 | $32.4M | 4.30% | +3,317+6.2% | Added |
| Apollon Wealth Management, LLC | 56,325 | $32.3M | 0.91% | −2,385−4.1% | Reduced |
| Crescent Grove Advisors, LLC | 56,100 | $32.3M | 3.29% | −4,027−6.7% | Reduced |
| Fidelis Capital Partners, LLC | 55,675 | $32.2M | 3.83% | +3,332+6.4% | Added |
| HMS Capital Management, LLC | 55,818 | $32.0M | 15.70% | −585−1.0% | Reduced |
| Brighton Jones LLC | 55,817 | $32.0M | 1.20% | +4,382+8.5% | Added |
| Granite FO LLC | 55,584 | $31.9M | 18.05% | +90.0% | Added |
| Cardiff Park Advisors, LLC | 55,550 | $31.9M | 2.88% | −179−0.3% | Reduced |
| CSS LLC | 55,548 | $31.9M | 1.85% | +4,127+8.0% | Added |
| Pegasus Partners Ltd. | 55,458 | $31.8M | 2.98% | −744−1.3% | Reduced |
| Zacks Investment Management | 55,390 | $31.8M | 0.28% | −4,119−6.9% | Reduced |
| Bremer Bank National Association | 55,093 | $31.6M | 5.96% | −2,105−3.7% | Reduced |
| Hengehold Capital Management LLC | 55,003 | $31.6M | 2.99% | +3,756+7.3% | Added |
| Adirondack Trust Co | 54,964 | $31.5M | 12.15% | +417+0.8% | Added |
| WR Wealth Planners, LLC | 54,895 | $31.5M | 8.76% | −407−0.7% | Reduced |
| Howland Capital Management LLC | 54,663 | $31.5M | 1.36% | −240−0.4% | Reduced |
| Proficio Capital Partners LLC | 54,501 | $31.3M | 3.11% | +179+0.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 54,321 | $31.2M | 10.22% | +1,174+2.2% | Added |
| BW Gestao de Investimentos Ltda. | 54,300 | $31.2M | 5.16% | +1,900+3.6% | Added |
| BigSur Wealth Management LLC | 54,054 | $31.1M | 8.57% | −1,450−2.6% | Reduced |
| Redhawk Wealth Advisors, Inc. | 54,189 | $31.1M | 4.44% | −26,516−32.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 54,077 | $31.0M | 0.50% | +3,188+6.3% | Added |
| CoreCap Advisors, LLC | 54,029 | $31.0M | 1.46% | −63,557−54.1% | Reduced |
| Verger Capital Management LLC | 53,999 | $31.0M | 15.33% | −409−0.8% | Reduced |
| Trust Co of Virginia | 53,947 | $31.0M | 2.77% | −540−1.0% | Reduced |
| Advance Capital Management, Inc. | 53,767 | $30.8M | 1.37% | −2,692−4.8% | Reduced |
| MTC Wealth Management LLC | 53,091 | $30.5M | 13.77% | −787−1.5% | Reduced |
| Calamos Wealth Management LLC | 52,940 | $30.4M | 1.56% | −1,558−2.9% | Reduced |
| Afg Fiduciary Services Limited Partnership | 352,574 | $30.2M | 20.39% | +47,363+15.5% | Added |
| Helios Capital Management Pte. Ltd | 52,600 | $30.2M | 18.60% | 00.0% | Unchanged |
| King Wealth | 52,502 | $30.1M | 4.69% | −666−1.3% | Reduced |
| Aristides Capital LLC | 52,332 | $30.0M | 12.46% | +34,600+195.1% | Added |
| Ironsides Asset Advisors, LLC | 52,229 | $30.0M | 8.72% | +79+0.2% | Added |
| Kellett Schaffner Wealth Advisors LLC | 52,200 | $30.0M | 21.40% | +2,678+5.4% | Added |
| Capital Wealth Planning, LLC | 52,178 | $29.9M | 0.28% | +3,319+6.8% | Added |
| CAPROCK Group, Inc. | 52,004 | $29.9M | 1.09% | +22,566+76.7% | Added |
| Trustmark National Bank Trust Department | 52,149 | $29.9M | 2.26% | −1,466−2.7% | Reduced |
| Zega Financial, LLC | 52,077 | $29.9M | 9.82% | +6,325+13.8% | Added |
| Smith, Moore & Co. | 51,713 | $29.7M | 2.83% | +693+1.4% | Added |
| Wind River Trust Co | 51,518 | $29.6M | 11.37% | 00.0% | Unchanged |
| AQR Capital Management LLC | 51,327 | $29.4M | 0.04% | +17,356+51.1% | Added |
| Farther Finance Advisors, LLC | 51,244 | $29.4M | 1.10% | +18,581+56.9% | Added |
| Curated Wealth Partners LLC | 51,230 | $29.4M | 3.76% | +4,215+9.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 51,152 | $29.3M | 2.80% | +1,016+2.0% | Added |
| Lifestyle Asset Management, Inc. | 50,960 | $29.2M | 16.14% | −198−0.4% | Reduced |
| First Heartland Consultants, Inc. | 50,868 | $29.2M | 3.14% | +5,516+12.2% | Added |
| Western Wealth Management, LLC | 50,849 | $29.2M | 1.66% | +9,286+22.3% | Added |
| Taylor & Morgan Wealth Management, LLC | 50,772 | $29.1M | 19.54% | −80.0% | Reduced |
| Headlands Technologies LLC | 50,728 | $29.1M | 3.35% | +22,965+82.7% | Added |
| Glen Eagle Advisors, LLC | 50,548 | $29.0M | 4.89% | +31+0.1% | Added |
| Madison Asset Management, LLC | 50,044 | $28.7M | 0.32% | +2,511+5.3% | Added |
| Crestwood Advisors Group LLC | 49,941 | $28.7M | 0.55% | +2,885+6.1% | Added |
| Arthur M. Cohen & Associates, LLC | 50,227 | $28.6M | 5.16% | −594−1.2% | Reduced |
| Price T Rowe Associates Inc | 49,676 | $28.5M | 0.00% | +45,612+1,122.3% | Added |
| Moran Wealth Management, LLC | 49,671 | $28.5M | 0.88% | +93+0.2% | Added |
| Fiduciary Trust Co | 49,604 | $28.5M | 0.40% | −1,751−3.4% | Reduced |
| Swiss Life Asset Management Ltd | 49,300 | $28.3M | 0.32% | +10,200+26.1% | Added |
| First National Corp | 49,142 | $28.2M | 6.27% | −1,041−2.1% | Reduced |
| Kent Ziegler | 49,106 | $28.2M | 12.38% | 00.0% | Unchanged |
| Archon Partners LLC | 49,100 | $28.2M | 3.26% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 48,829 | $28.0M | 0.95% | +390+0.8% | Added |
| Strategic Equity Management | 48,745 | $28.0M | 13.26% | +7,816+19.1% | Added |
| Aft, Forsyth & Sober, LLC | 48,650 | $27.9M | 9.18% | −100.0% | Reduced |
| Symmetry Investments LP | 48,587 | $27.9M | 5.92% | +17,074+54.2% | Added |
| Fluent Financial, LLC | 48,303 | $27.7M | 13.34% | −460−0.9% | Reduced |