SPDR S&P 500 ETF Trust

SPY

Exchange: NYSE
SEC CIK: 0000884394

SEC filings (opens in a new tab)

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, Q4 2024

Institutional positions in SPDR S&P 500 ETF Trust as of Dec 31, 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: 4,242; +508 vs. Q3 2024
Shares held: 586.5M; +3.82M (+0.7%) vs. Q3 2024
Total value: $342.5B; +$17.5B (+5.4%) vs. Q3 2024
New holders: 605; 1,671 more added
Sold out: 97; 1,470 more reduced

73 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 4,242 institutions

Value heldQ4 2024: $342.5B

Institutions holding SPY and their total value by quarter
Quarter	Holders	Value
Q2 2026	4,668	$448.3B
Q1 2026	4,599	$356.9B
Q4 2025	4,645	$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, Q4 2024

Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q3 2024.

Institutions holding SPY in Q4 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Transamerica Financial Advisors, Inc.	1	$1.00K	0.00%	−129−99.2%	Reduced
Equitec Proprietary Markets, LLC	2	$1.17K	0.01%	00.0%	Unchanged
Kessler Investment Group, LLC	3	$1.76K	0.00%	−70−95.9%	Reduced
Hillsdale Investment Management Inc.	5	$2.93K	0.00%	00.0%	Unchanged
Altshuler Shaham Ltd	102	$3.31K	0.00%	+102	New
Horizons Wealth Management	7	$4.10K	0.00%	00.0%	Unchanged
Gs Investments, Inc.	8	$4.69K	0.00%	00.0%	Unchanged
Catherine Avery Investment Management LLC	8	$4.69K	0.00%	+8	New
Eukles Asset Management	13	$7.62K	0.00%	00.0%	Unchanged
ARK Investment Management LLCSuperinvestorARK Invest	16	$9.64K	0.00%	+13+433.3%	Added
Gould Capital, LLC	20	$11.7K	0.01%	00.0%	Unchanged
Capco Asset Management, LLC	22	$12.9K	0.00%	00.0%	Unchanged
Mattson Financial Services, LLC	24	$13.8K	0.00%	+24	New
Holos Integrated Wealth LLC	24	$14.1K	0.01%	+24	New
DecisionPoint Financial, LLC	24	$14.2K	0.00%	00.0%	Unchanged
Runnymede Capital Advisors, Inc.	26	$15.2K	0.01%	+26	New
Cypress Capital Management LLC (WY)	30	$17.6K	0.02%	00.0%	Unchanged
Advantage Trust Co	31	$18.2K	0.01%	00.0%	Unchanged
Covestor Ltd	32	$19.0K	0.01%	00.0%	Unchanged
NBC Securities, Inc.	32	$19.2K	1.76%	−32,061−99.9%	Reduced
Valued Wealth Advisors LLC	33	$19.2K	0.01%	+1+3.1%	Added
Fairscale Capital, LLC	33	$19.7K	0.02%	00.0%	Unchanged
Wiser Advisor Group LLC	35	$20.5K	0.03%	+35	New
Sawyer & Company, Inc	38	$22.0K	0.01%	00.0%	Unchanged
DB Fitzpatrick & Co, Inc	39	$22.9K	0.02%	00.0%	Unchanged
1620 Investment Advisors, Inc.	41	$24.0K	0.02%	00.0%	Unchanged
Capital & Planning, LLC	41	$24.0K	0.02%	+41	New
Game Plan Financial Advisors, LLC	50	$29.3K	0.01%	00.0%	Unchanged
Broadwater Capital Management LLC	50	$29.6K	0.02%	00.0%	Unchanged
PayPay Securities Corp	52	$30.5K	1.32%	+41+372.7%	Added
Chapman Financial Group, LLC	52	$30.5K	0.02%	+52	New
Luminist Capital LLC	53	$31.3K	0.05%	+53	New
REAP Financial Group, LLC	55	$32.2K	0.01%	−36−39.6%	Reduced
Investment Management Corp	56	$33.1K	0.03%	+56	New
POM Investment Strategies, LLC	57	$33.4K	0.03%	+57	New
Orion Capital Management LLC	58	$34.0K	0.01%	+58	New
CGC Financial Services, LLC	60	$35.2K	0.01%	00.0%	Unchanged
Signature Resources Capital Management, LLC	64	$37.5K	0.03%	+64	New
Legend Financial Advisors, Inc.	64	$37.5K	0.03%	−2−3.0%	Reduced
Evergreen Private Wealth LLC	68	$39.9K	0.02%	00.0%	Unchanged
CSS LLC	74	$43.4K	0.00%	−55,474−99.9%	Reduced
Delos Wealth Advisors, LLC	76	$44.5K	0.04%	+42+123.5%	Added
FPC Investment Advisory, Inc.	75	$45.1K	0.03%	00.0%	Unchanged
Transcendent Capital Group LLC	78	$45.7K	0.02%	−3−3.7%	Reduced
Vermillion & White Wealth Management Group, LLC	78	$45.7K	0.03%	−5−6.0%	Reduced
Riverview Trust Co	80	$46.9K	0.04%	00.0%	Unchanged
Essex Investment Management Co LLC	81	$47.5K	0.01%	00.0%	Unchanged
MB, Levis & Associates, LLC	83	$48.6K	0.02%	+30+56.6%	Added
Fairfield Financial Advisors, LTD	85	$49.8K	0.02%	00.0%	Unchanged
Copia Wealth Management	85	$49.8K	0.05%	+85	New
New England Capital Financial Advisors LLC	91	$53.6K	0.03%	00.0%	Unchanged
Skylands Capital, LLC	100	$58.6K	0.01%	00.0%	Unchanged
True Wealth Design, LLC	101	$59.2K	0.02%	−63−38.4%	Reduced
Northwest Bank & Trust Co	100	$60.3K	0.04%	00.0%	Unchanged
Arcadia Investment Advisors LLC	111	$65.0K	0.04%	00.0%	Unchanged
Minot DeBlois Advisors LLC	116	$68.0K	0.06%	+116	New
Pinney & Scofield, Inc.	117	$68.6K	0.05%	+117	New
Bank & Trust Co	118	$69.2K	0.06%	00.0%	Unchanged
Fairway Wealth LLC	120	$70.3K	0.03%	00.0%	Unchanged
Studio Investment Management LLC	121	$71.2K	0.02%	00.0%	Unchanged
Christopher J. Hasenberg, Inc	124	$72.7K	0.03%	00.0%	Unchanged
Legacy Investment Solutions, LLC	121	$72.7K	0.05%	+10+9.0%	Added
Legacy Wealth Managment, LLC	121	$72.7K	0.05%	+10+9.0%	Added
Sanctuary Wealth Management, L.L.C.	130	$76.2K	0.05%	−38−22.6%	Reduced
Stuart Chaussee & Associates, Inc.	130	$76.2K	0.02%	00.0%	Unchanged
Atlantic Trust, LLC	132	$77.4K	0.02%	−5−3.6%	Reduced
McCarthy Grittinger Financial Group, LLC	132	$77.4K	0.02%	+5+3.9%	Added
Creekmur Asset Management LLC	135	$79.1K	0.02%	00.0%	Unchanged
Cedar Wealth Management, LLC	141	$82.6K	0.03%	−580−80.4%	Reduced
North Ridge Wealth Advisors, Inc.	141	$82.6K	0.06%	+141	New
Birchbrook, Inc.	143	$84.1K	0.05%	−4−2.7%	Reduced
Consultiva Wealth Management, Corp.	145	$85.0K	0.43%	+145	New
Dogwood Wealth Management LLC	148	$86.7K	0.05%	+108+270.0%	Added
Robbins Farley LLC	150	$87.9K	0.04%	−340−69.4%	Reduced
VELA Investment Management, LLC	150	$87.9K	0.03%	+30+25.0%	Added
Milestone Investment Advisors LLC	152	$89.1K	0.02%	00.0%	Unchanged
Putney Financial Group LLC	158	$92.6K	0.08%	+158	New
First Community Trust NA	162	$94.9K	0.07%	+162	New
Dougherty Wealth Advisers LLC	166	$97.3K	0.08%	−61−26.9%	Reduced
Perkins Coie Trust Co	169	$99.0K	0.02%	00.0%	Unchanged
University of Texas/Texas Am Investment Managment Co	171	$100.2K	0.01%	+171	New
Smallwood Wealth Investment Management, LLC	171	$100.2K	0.07%	+171	New
New Millennium Group LLC	174	$101.8K	0.06%	+50+40.3%	Added
Byrne Asset Management LLC	176	$103.2K	0.07%	+176	New
FLP Wealth Management, LLC	176	$103.2K	0.26%	+176	New
Mountain Hill Investment Partners Corp.	177	$103.5K	0.11%	+177	New
Hartford Financial Management Inc.	177	$103.7K	0.02%	+62+53.9%	Added
Evolution Advisers, Inc.	179	$104.0K	0.06%	00.0%	Unchanged
Citizens National Bank Trust Department	178	$104.3K	0.02%	00.0%	Unchanged
Corecam Pte. Ltd.	182	$106.9K	0.06%	00.0%	Unchanged
Prestige Wealth Management Group LLC	185	$108.6K	0.02%	+40+27.6%	Added
Horrell Capital Management, Inc.	190	$111.0K	0.03%	00.0%	Unchanged
Financial Network Wealth Advisors LLC	190	$111.4K	0.21%	00.0%	Unchanged
Whipplewood Advisors, LLC	190	$111.4K	0.06%	+190	New
Capital A Wealth Management, LLC	190	$111.4K	0.18%	+190	New
McClarren Financial Advisors, Inc.	192	$112.0K	0.31%	−381−66.5%	Reduced
Family CFO Inc	192	$112.5K	0.06%	+51+36.2%	Added
Kentucky Trust Co	192	$112.5K	0.07%	+192	New
IMG Wealth Management, Inc.	193	$113.1K	0.10%	+193	New
Greenline Partners, LLC	194	$113.6K	0.02%	+194	New