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 |
|---|---|---|---|---|---|
| Oxford Financial Group Ltd | 48,300 | $27.7M | 1.76% | −413−0.8% | Reduced |
| Condor Capital Management | 47,811 | $27.4M | 2.47% | −1,056−2.2% | Reduced |
| Taurus Asset Management, LLC | 47,703 | $27.4M | 2.66% | +1,925+4.2% | Added |
| Independent Family Office, LLC | 47,474 | $27.2M | 13.67% | +5,322+12.6% | Added |
| Wedbush Securities Inc | 47,413 | $27.2M | 1.01% | −3,428−6.7% | Reduced |
| BSW Wealth Partners | 47,383 | $27.2M | 4.08% | +298+0.6% | Added |
| Motco | 47,325 | $27.2M | 2.71% | −118−0.2% | Reduced |
| Verdence Capital Advisors LLC | 47,262 | $27.1M | 2.16% | −657−1.4% | Reduced |
| German American Bancorp, Inc. | 46,943 | $26.9M | 2.85% | −3,853−7.6% | Reduced |
| Jasper Ridge Partners, L.P. | 46,909 | $26.9M | 0.77% | +30+0.1% | Added |
| Montz Harcus Wealth Management LLC | 46,813 | $26.9M | 15.69% | −47−0.1% | Reduced |
| Burt Wealth Advisors | 46,723 | $26.8M | 6.60% | −1,012−2.1% | Reduced |
| Mission Wealth Management, LP | 46,605 | $26.7M | 0.66% | +12,923+38.4% | Added |
| IPG Investment Advisors LLC | 46,357 | $26.7M | 5.81% | +548+1.2% | Added |
| Amarillo National Bank | 46,355 | $26.6M | 4.86% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 46,336 | $26.6M | 0.80% | −380−0.8% | Reduced |
| Royal Fund Management, LLC | 46,160 | $26.5M | 1.87% | +26,241+131.7% | Added |
| Salomon & Ludwin, LLC | 46,071 | $26.4M | 2.69% | −4,526−8.9% | Reduced |
| Quadrant Capital Group LLC | 45,902 | $26.3M | 1.83% | +1,624+3.7% | Added |
| Clarity Wealth Advisors, LLC | 45,655 | $26.2M | 7.61% | +1,272+2.9% | Added |
| Hantz Financial Services, Inc. | 45,651 | $26.2M | 0.46% | −3,846−7.8% | Reduced |
| TrueWealth Advisors, LLC | 45,600 | $26.2M | 8.74% | −3,741−7.6% | Reduced |
| Resonant Capital Advisors, LLC | 45,223 | $26.0M | 1.91% | −256−0.6% | Reduced |
| Indiana Trust & Investment Management CO | 45,240 | $26.0M | 8.85% | +164+0.4% | Added |
| GM Advisory Group, Inc. | 45,155 | $25.9M | 1.55% | +1,297+3.0% | Added |
| Essex Financial Services, Inc. | 819,581 | $25.9M | 1.86% | −2,060−0.3% | Reduced |
| Unique Wealth, LLC | 45,129 | $25.9M | 5.93% | +9,490+26.6% | Added |
| Eagle Capital Management, LLC | 44,971 | $25.8M | 10.75% | +52+0.1% | Added |
| Pettyjohn, Wood & White, Inc | 44,901 | $25.8M | 4.74% | −653−1.4% | Reduced |
| Sanchez Wealth Management Group | 44,804 | $25.7M | 7.83% | +3,338+8.0% | Added |
| NewSquare Capital LLC | 44,709 | $25.7M | 2.04% | −26,599−37.3% | Reduced |
| Aragon Global Management, LP | 44,580 | $25.6M | 10.71% | 00.0% | Unchanged |
| Lane & Associates LLC | 44,331 | $25.4M | 13.85% | +3,509+8.6% | Added |
| Firestone Capital Management | 44,178 | $25.3M | 6.36% | −970−2.1% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 44,152 | $25.3M | 10.48% | −146−0.3% | Reduced |
| Angeles Wealth Management, LLC | 43,722 | $25.1M | 2.16% | −768−1.7% | Reduced |
| LFA - Lugano Financial Advisors SA | 43,677 | $25.1M | 17.04% | +2,070+5.0% | Added |
| Osborne Partners Capital Management, LLC | 43,623 | $25.0M | 1.42% | +49+0.1% | Added |
| Capital Fund Management S.A. | 43,543 | $25.0M | 0.28% | −225,018−83.8% | Reduced |
| XY Capital Ltd | 43,500 | $25.0M | 13.46% | +30,271+228.8% | Added |
| ARS Investment Partners, LLC | 43,389 | $24.9M | 2.23% | +794+1.9% | Added |
| First International Bank & Trust | 43,369 | $24.9M | 7.98% | +383+0.9% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 43,344 | $24.9M | 30.22% | +32,171+287.9% | Added |
| Kingsview Wealth Management, LLC | 43,340 | $24.9M | 0.52% | +11,451+35.9% | Added |
| Claro Advisors LLC | 43,339 | $24.9M | 3.22% | −1,350−3.0% | Reduced |
| International Assets Investment Management, LLC | 14,260,195 | $24.9M | 0.11% | +14,234,948+56,382.7% | Added |
| LCM Capital Management Inc | 43,269 | $24.8M | 14.28% | +124+0.3% | Added |
| Thompson Siegel & Walmsley LLC | 43,074 | $24.7M | 0.37% | −332−0.8% | Reduced |
| O'Dell Group, LLC | 42,959 | $24.6M | 5.47% | −582−1.3% | Reduced |
| Provenance Wealth Advisors, LLC | 42,871 | $24.6M | 3.07% | +126+0.3% | Added |
| First Business Financial Services, Inc. | 42,854 | $24.6M | 2.46% | −1,721−3.9% | Reduced |
| Capital Group Private Client Services, Inc. | 42,808 | $24.6M | 0.23% | −1,407−3.2% | Reduced |
| Oppenheimer Asset Management Inc. | 42,427 | $24.3M | 0.29% | +3,747+9.7% | Added |
| Snowden Capital Advisors LLC | 42,231 | $24.3M | 0.72% | −1,475−3.4% | Reduced |
| Jarislowsky, Fraser Ltd | 42,348 | $24.3M | 0.14% | −391−0.9% | Reduced |
| Systematic Alpha Investments, LLC | 42,170 | $24.2M | 0.88% | 00.0% | Unchanged |
| ING Groep NV | 42,084 | $24.1M | 0.14% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 41,190 | $23.6M | 5.52% | −477−1.1% | Reduced |
| Welch & Forbes LLC | 41,120 | $23.6M | 0.30% | +494+1.2% | Added |
| Focus Financial Network, Inc. | 41,107 | $23.6M | 0.96% | −1,245−2.9% | Reduced |
| BancorpSouth Bank | 41,073 | $23.6M | 1.62% | −745−1.8% | Reduced |
| Regal Investment Advisors LLC | 40,923 | $23.5M | 1.64% | −4,084−9.1% | Reduced |
| Palisade Asset Management, LLC | 40,887 | $23.5M | 2.30% | −345−0.8% | Reduced |
| Cresta Advisors, Ltd. | 40,740 | $23.4M | 12.22% | +3,179+8.5% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 40,688 | $23.3M | 1.26% | −659−1.6% | Reduced |
| Roble, Belko & Company, Inc | 40,633 | $23.3M | 3.67% | −170−0.4% | Reduced |
| Scharf Investments, LLC | 40,371 | $23.2M | 0.64% | +6,092+17.8% | Added |
| Family Management Corp | 40,326 | $23.1M | 3.85% | +2,024+5.3% | Added |
| Kovack Advisors, Inc. | 40,157 | $23.0M | 2.44% | +2,008+5.3% | Added |
| Palumbo Wealth Management LLC | 40,051 | $23.0M | 8.94% | −193−0.5% | Reduced |
| Central Pacific Bank - Trust Division | 39,936 | $22.9M | 2.89% | +250+0.6% | Added |
| Procyon Private Wealth Partners, LLC | 39,868 | $22.9M | 1.57% | +770+2.0% | Added |
| GYL Financial Synergies, LLC | 39,731 | $22.8M | 1.71% | +787+2.0% | Added |
| Bellwether Advisors, LLC | 39,703 | $22.8M | 4.38% | +38,644+3,649.1% | Added |
| Chilton Capital Management LLC | 39,686 | $22.8M | 0.95% | +839+2.2% | Added |
| Burke & Herbert Bank & Trust Co | 39,671 | $22.8M | 5.29% | +440+1.1% | Added |
| Diversified Portfolios, Inc. | 39,483 | $22.7M | 2.55% | +210+0.5% | Added |
| We Are One Seven, LLC | 39,436 | $22.6M | 0.98% | −2,149−5.2% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 39,400 | $22.6M | 0.01% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 39,311 | $22.6M | 11.36% | +39,311 | New |
| Balyasny Asset Management LLC | 39,289 | $22.5M | 0.06% | −868,128−95.7% | Reduced |
| Guardian Wealth Advisors, LLC | 39,216 | $22.5M | 13.89% | −1,411−3.5% | Reduced |
| Brickley Wealth Management | 39,181 | $22.5M | 4.59% | −1,414−3.5% | Reduced |
| Boyd Watterson Asset Management LLC | 38,927 | $22.3M | 6.12% | +89+0.2% | Added |
| Raelipskie Partnership | 38,872 | $22.3M | 10.87% | −47−0.1% | Reduced |
| Smith Anglin Financial, LLC | 38,795 | $22.3M | 2.14% | +217+0.6% | Added |
| Connecticut Wealth Management, LLC | 38,684 | $22.2M | 1.07% | −24−0.1% | Reduced |
| Copperwynd Financial, LLC | 38,655 | $22.2M | 6.67% | +4,276+12.4% | Added |
| Great Valley Advisor Group, Inc. | 38,559 | $22.1M | 0.54% | +4,854+14.4% | Added |
| Corsair Capital Management, L.P. | 38,503 | $22.1M | 5.23% | +37,959+6,977.8% | Added |
| GeoWealth Management, LLC | 38,466 | $22.1M | 0.78% | +28,624+290.8% | Added |
| Vertex Planning Partners, LLC | 38,248 | $21.9M | 5.25% | −2,656−6.5% | Reduced |
| Avidian Wealth Solutions, LLC | 38,157 | $21.9M | 0.99% | −1,025−2.6% | Reduced |
| Aspire Private Capital, LLC | 38,120 | $21.9M | 5.21% | +6,684+21.3% | Added |
| Trust Co of Oklahoma | 38,109 | $21.9M | 7.09% | +11,513+43.3% | Added |
| Prosperity Consulting Group, LLC | 38,096 | $21.9M | 1.71% | +14,140+59.0% | Added |
| Aviso Financial Inc. | 38,019 | $21.8M | 1.08% | +720+1.9% | Added |
| Sepio Capital, LP | 38,032 | $21.8M | 1.70% | +7,718+25.5% | Added |
| Palisades Hudson Asset Management, L.P. | 38,003 | $21.8M | 9.20% | −40−0.1% | Reduced |
| BLB&B Advisors, LLC | 37,645 | $21.6M | 1.10% | +227+0.6% | Added |