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, 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FF Advisors,LLC | 1,130 | $682.8K | 0.47% | +386+51.9% | Added |
| RBA Wealth Management, LLC | 1,166 | $683.4K | 0.26% | +1,166 | New |
| Goepper Burkhardt LLC | 1,167 | $684.0K | 0.28% | +35+3.1% | Added |
| FC Advisory LLC | 1,173 | $687.5K | 0.23% | +2+0.2% | Added |
| IMPACTfolio, LLC | 1,175 | $688.6K | 0.36% | 00.0% | Unchanged |
| Gallo Partners, LP | 1,176 | $689.2K | 0.51% | +1,176 | New |
| Marotta Asset Management | 1,181 | $690.5K | 0.14% | −385−24.6% | Reduced |
| Northcape Wealth Management, LLC | 1,180 | $691.6K | 0.22% | 00.0% | Unchanged |
| Sequent Planning LLC | 1,181 | $692.4K | 0.25% | −20−1.7% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,186 | $695.0K | 0.38% | +67+6.0% | Added |
| Magnolia Capital Advisors LLC | 1,187 | $695.5K | 0.18% | +1,187 | New |
| Vista Investment Partners II, LLC | 1,187 | $695.9K | 0.41% | +1,187 | New |
| Hurlow Wealth Management Group, Inc. | 1,187 | $696.0K | 0.22% | −2−0.2% | Reduced |
| Allen Capital Group, LLC | 1,189 | $696.8K | 0.09% | −16−1.3% | Reduced |
| Holistic Financial Partners | 1,192 | $698.8K | 0.35% | +14+1.2% | Added |
| Butensky & Cohen Financial Security, Inc | 1,194 | $699.8K | 0.22% | −43−3.5% | Reduced |
| Intelligent Financial Strategies | 1,194 | $702.0K | 0.39% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 1,199 | $702.8K | 0.19% | −33−2.7% | Reduced |
| Canvas Wealth Advisors, LLC | 1,202 | $704.6K | 0.18% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 1,204 | $705.6K | 0.09% | +134+12.5% | Added |
| TPG Financial Advisors, LLC | 1,208 | $708.0K | 0.31% | +268+28.5% | Added |
| Comprehensive Money Management Services LLC | 1,212 | $710.3K | 0.59% | +1,212 | New |
| Hilltop Partners LLC | 1,212 | $710.5K | 0.24% | +103+9.3% | Added |
| Norris Perne & French LLP | 1,212 | $710.6K | 0.05% | +9+0.7% | Added |
| Granite Harbor Advisors, Inc. | 1,213 | $710.9K | 0.39% | +1+0.1% | Added |
| Ballast, Inc. | 1,214 | $711.5K | 0.20% | +29+2.4% | Added |
| Shufro Rose & Co LLC | 1,216 | $712.6K | 0.06% | +280+29.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,220 | $715.0K | 0.53% | −7,142−85.4% | Reduced |
| Apeiron RIA LLC | 1,232 | $721.9K | 0.20% | +38+3.2% | Added |
| Grant Street Asset Management, Inc. | 1,234 | $723.0K | 0.19% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 1,238 | $725.6K | 0.13% | −17−1.4% | Reduced |
| Abbot Financial Management, Inc. | 1,239 | $726.2K | 0.36% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 1,239 | $726.2K | 0.08% | 00.0% | Unchanged |
| Grantvest Financial Group LLC | 1,239 | $726.4K | 0.81% | +1,239 | New |
| Canton Hathaway, LLC | 1,240 | $727.0K | 0.18% | 00.0% | Unchanged |
| HT Partners LLC | 1,241 | $727.3K | 0.25% | −21−1.7% | Reduced |
| Fairvoy Private Wealth, LLC | 1,241 | $727.3K | 0.19% | +1,241 | New |
| Nova Wealth Management, Inc. | 1,241 | $727.6K | 0.63% | +1,241 | New |
| Asset Planning Services Inc | 1,242 | $728.0K | 0.35% | −70−5.3% | Reduced |
| Bath Savings Trust Co | 1,243 | $728.5K | 0.07% | −311−20.0% | Reduced |
| Stewardship Advisors, LLC | 1,243 | $728.5K | 0.20% | 00.0% | Unchanged |
| First National Bank | 1,244 | $729.1K | 0.50% | −55−4.2% | Reduced |
| Constitution Capital LLC | 1,244 | $729.1K | 0.41% | −14−1.1% | Reduced |
| Ewa, LLC | 1,246 | $730.2K | 0.27% | −2−0.2% | Reduced |
| Carrera Capital Advisors | 1,242 | $730.3K | 0.17% | +4+0.3% | Added |
| Hall Capital Management Co Inc | 1,248 | $731.4K | 0.34% | +1,248 | New |
| Willow Creek Wealth Management Inc. | 1,248 | $731.9K | 0.07% | −16−1.3% | Reduced |
| Financial Management Network Inc | 1,238 | $733.1K | 0.15% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 1,251 | $733.2K | 0.36% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 1,253 | $734.4K | 0.25% | 00.0% | Unchanged |
| William Mack & Associates, Inc. | 1,253 | $734.5K | 0.77% | +1,253 | New |
| Ofi Invest Asset Management | 1,298 | $734.7K | 0.02% | +1,298 | New |
| Advyzon Investment Management, LLC | 1,258 | $737.5K | 0.28% | +1,258 | New |
| Stonehearth Capital Management, LLC | 1,259 | $737.9K | 0.30% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 1,261 | $738.9K | 0.70% | +1,261 | New |
| Valley Financial Group, Inc. | 1,262 | $739.5K | 0.51% | −284−18.4% | Reduced |
| Vectors Research Management, LLC | 1,266 | $742.0K | 0.25% | −150−10.6% | Reduced |
| American Trust Investment Advisors, LLC | 1,267 | $742.6K | 0.30% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 1,268 | $742.9K | 0.46% | −1,842−59.2% | Reduced |
| Altus Wealth Group LLC | 1,268 | $743.3K | 0.33% | −377−22.9% | Reduced |
| Stegner Investment Associates Inc. | 1,268 | $743.3K | 0.49% | +296+30.5% | Added |
| Stanich Group LLC | 1,270 | $744.3K | 0.56% | +1,270 | New |
| Monarch Capital Management Inc | 1,267 | $745.1K | 0.20% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 1,275 | $747.3K | 0.16% | +338+36.1% | Added |
| TFG Advisers LLC | 1,278 | $748.8K | 0.27% | −46−3.5% | Reduced |
| Washington Trust Bank | 1,279 | $749.6K | 0.07% | +128+11.1% | Added |
| Aberdeen Wealth Management LLC | 1,280 | $750.2K | 0.51% | −63−4.7% | Reduced |
| Scholtz & Company, LLC | 1,281 | $750.8K | 0.36% | −71−5.3% | Reduced |
| Elser Financial Planning, Inc | 1,281 | $750.8K | 0.04% | +1,281 | New |
| Silver Lake Advisory, LLC | 1,281 | $750.8K | 0.33% | +73+6.0% | Added |
| Investment Partners, Ltd. | 1,282 | $751.2K | 0.31% | +1+0.1% | Added |
| Pennington Partners & Co., LLC | 1,279 | $752.0K | 0.37% | +1,279 | New |
| SJS Investment Consulting Inc. | 1,285 | $753.1K | 0.13% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,285 | $753.1K | 0.46% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 1,287 | $754.3K | 0.61% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,290 | $755.8K | 0.36% | +157+13.9% | Added |
| Great Oak Capital Partners, LLC | 1,301 | $756.4K | 0.25% | +1+0.1% | Added |
| Community Bank & Trust, Waco, Texas | 1,294 | $758.0K | 0.18% | +34+2.7% | Added |
| Drive Wealth Management, LLC | 1,291 | $758.1K | 0.19% | −28−2.1% | Reduced |
| FSA Wealth Management LLC | 1,294 | $758.6K | 0.31% | +2+0.2% | Added |
| Cascade Investment Group, Inc. | 1,295 | $759.0K | 0.54% | −26−2.0% | Reduced |
| D'Orazio & Associates, Inc. | 1,297 | $759.9K | 0.11% | +1+0.1% | Added |
| Wells Trecaso Financial Group, LLC | 1,297 | $760.1K | 0.25% | −25−1.9% | Reduced |
| Manuka Financial, LLC | 1,301 | $762.6K | 0.51% | +1,301 | New |
| Bullock Wealth Management Group | 1,302 | $763.1K | 0.45% | +133+11.4% | Added |
| Left Brain Wealth Management, LLC | 1,306 | $765.4K | 0.29% | −124−8.7% | Reduced |
| Cardinal Point Capital Management, ULC | 1,303 | $766.2K | 0.12% | +4+0.3% | Added |
| Windsor Advisory Group, LLC | 1,308 | $766.6K | 0.89% | −132−9.2% | Reduced |
| UMA Financial Services, Inc. | 1,308 | $766.7K | 0.13% | +217+19.9% | Added |
| Ipswich Investment Management Co., Inc. | 1,311 | $768.4K | 0.18% | −20−1.5% | Reduced |
| Rothschild Capital Partners, LLC | 1,312 | $768.8K | 0.19% | +4+0.3% | Added |
| Seamount Financial Group Inc | 1,313 | $769.5K | 0.53% | +365+38.5% | Added |
| Tru Independence Asset Management 2, LLC | 1,310 | $770.3K | 0.64% | 00.0% | Unchanged |
| Cooper Capital Advisors LLC | 1,319 | $773.1K | 0.80% | +1,319 | New |
| Rogco, LP | 1,320 | $773.6K | 0.32% | +621+88.8% | Added |
| Planning Center, Inc. | 1,320 | $773.6K | 0.10% | −201−13.2% | Reduced |
| Center For Asset Management LLC | 1,320 | $773.9K | 0.50% | +71+5.7% | Added |
| L.K. Benson & Company, P.C. | 1,324 | $776.0K | 0.55% | +1,324 | New |
| Keb Asset Management, LLC | 1,331 | $780.2K | 0.22% | +123+10.2% | Added |
| Heritage Wealth Management, Inc. | 1,336 | $782.9K | 0.67% | +201+17.7% | Added |