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 |
|---|---|---|---|---|---|
| RW Investment Management LLC | 1,339 | $784.8K | 0.10% | −63−4.5% | Reduced |
| Milestone Asset Management Group, LLC | 1,340 | $785.3K | 0.70% | +1,340 | New |
| Greenbush Financial Group, LLC | 1,340 | $785.5K | 0.41% | +1,340 | New |
| Financial Alternatives, Inc | 1,341 | $785.7K | 0.55% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,342 | $786.5K | 0.11% | +1,342 | New |
| MeadowBrook Investment Advisors LLC | 1,348 | $790.0K | 0.70% | −20−1.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,350 | $791.2K | 0.13% | −180−11.8% | Reduced |
| RiverFront Investment Group, LLC | 1,353 | $793.0K | 0.02% | +22+1.7% | Added |
| Kraft Asset Management, LLC | 1,339 | $793.7K | 0.61% | 00.0% | Unchanged |
| Aufman Associates Inc | 1,355 | $794.1K | 0.54% | −39−2.8% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,358 | $795.9K | 0.61% | −24−1.7% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 1,358 | $795.9K | 0.55% | +14+1.0% | Added |
| Macquarie Group Ltd | 1,358,573 | $796.2K | 0.00% | +1,190,341+707.6% | Added |
| Quest 10 Wealth Builders, Inc. | 1,359 | $796.6K | 0.79% | +1,359 | New |
| Nicollet Investment Management, Inc. | 1,366 | $800.0K | 0.27% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,368 | $801.9K | 0.22% | −118−7.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,369 | $802.3K | 0.29% | −337−19.8% | Reduced |
| SMART Wealth LLC | 1,370 | $802.9K | 0.29% | +362+35.9% | Added |
| Beacon Wealthcare LLC | 1,372 | $804.1K | 0.33% | 00.0% | Unchanged |
| Thomasville National Bank | 1,372 | $804.1K | 0.06% | +61+4.7% | Added |
| Mattern Wealth Management LLC | 1,380 | $809.1K | 0.18% | −2−0.1% | Reduced |
| Strategic Investment Advisors | 1,381 | $809.7K | 0.09% | +98+7.6% | Added |
| Golden State Equity Partners | 1,382 | $809.9K | 0.15% | +160+13.1% | Added |
| High Note Wealth, LLC | 1,385 | $811.7K | 0.21% | −441−24.2% | Reduced |
| Wealth Effects LLC | 1,389 | $814.1K | 0.29% | −120−8.0% | Reduced |
| SFM, LLC | 1,389 | $814.3K | 0.57% | 00.0% | Unchanged |
| First Financial Corp | 1,391 | $815.2K | 0.38% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 1,392 | $815.7K | 0.28% | +540+63.4% | Added |
| WealthTrust Axiom LLC | 1,393 | $816.3K | 0.24% | +1+0.1% | Added |
| Maxele Advisors, LLC | 1,394 | $817.1K | 0.78% | +1,394 | New |
| Vantage Financial Partners, LLC | 1,398 | $819.2K | 0.20% | +97+7.5% | Added |
| Stony Point Wealth Management Inc. | 1,400 | $820.8K | 0.33% | 00.0% | Unchanged |
| HWG Holdings LP | 1,401 | $821.1K | 0.27% | −230−14.1% | Reduced |
| Parkshore Wealth Management, Inc. | 1,401 | $821.3K | 0.49% | +1,401 | New |
| Pennsylvania Capital Management Inc | 1,403 | $822.3K | 0.28% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 1,404 | $823.0K | 0.47% | −7−0.5% | Reduced |
| Carr Financial Group Corp | 1,407 | $824.7K | 0.26% | +378+36.7% | Added |
| Beacon Financial Group | 1,410 | $826.3K | 0.09% | +40+2.9% | Added |
| Innealta Capital, LLC | 1,410 | $826.4K | 0.40% | +90+6.8% | Added |
| New Age Alpha Advisors, LLC | 1,412 | $827.5K | 0.03% | +1,412 | New |
| Buttonwood Financial Advisors Inc. | 1,413 | $828.2K | 0.36% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 1,414 | $828.6K | 0.27% | −1−0.1% | Reduced |
| LifeGuide Financial Advisors, LLC | 1,419 | $831.6K | 0.36% | −114−7.4% | Reduced |
| Monument Capital Management | 1,422 | $833.3K | 0.23% | −163−10.3% | Reduced |
| Generali Asset Management SPA SGR | 1,423 | $834.0K | 0.02% | +1,423 | New |
| jvl associates llc | 1,424 | $834.6K | 0.32% | +183+14.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,426 | $836.1K | 0.21% | +64+4.7% | Added |
| Great Waters Wealth Management | 1,427 | $836.4K | 0.11% | +537+60.3% | Added |
| Glass Jacobson Investment Advisors llc | 1,428 | $836.9K | 0.27% | +357+33.3% | Added |
| SPC Financial, Inc. | 1,432 | $839.3K | 0.07% | −3−0.2% | Reduced |
| WealthCollab, LLC | 1,435 | $841.0K | 0.54% | +1+0.1% | Added |
| Addison Advisors LLC | 1,437 | $842.2K | 0.23% | +14+1.0% | Added |
| HighMark Wealth Management LLC | 1,437 | $842.4K | 0.48% | +288+25.1% | Added |
| Mma Asset Management LLC | 1,447 | $847.7K | 0.37% | −299−17.1% | Reduced |
| Wiser Wealth Management, Inc | 1,448 | $848.5K | 0.24% | −11−0.8% | Reduced |
| Tiemann Investment Advisors, LLC | 1,454 | $852.4K | 0.38% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 1,462 | $856.8K | 0.32% | −13−0.9% | Reduced |
| Schaeffer Financial LLC | 1,462 | $856.9K | 0.85% | +396+37.1% | Added |
| Elm3 Financial Group, LLC | 1,462 | $857.1K | 0.73% | +1,462 | New |
| Zuckerman Investment Group, LLC | 1,437 | $859.0K | 0.08% | −276−16.1% | Reduced |
| Burk Holdings LLC | 1,469 | $861.0K | 0.70% | +1,469 | New |
| Midwest Capital Advisors, LLC | 1,470 | $861.5K | 0.63% | +1,470 | New |
| Horizon Kinetics Asset Management LLC | 1,470 | $861.5K | 0.01% | −176−10.7% | Reduced |
| RAM Investment Partners, LLC | 1,472 | $862.5K | 0.21% | +5+0.3% | Added |
| AllSquare Wealth Management LLC | 1,474 | $863.9K | 0.50% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,474 | $863.9K | 0.61% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 1,477 | $865.6K | 0.02% | −1−0.1% | Reduced |
| Sulzberger Capital Advisors, Inc. | 1,478 | $866.2K | 0.99% | +1,478 | New |
| Paragon Private Wealth Management, LLC | 1,485 | $870.2K | 0.40% | −42−2.8% | Reduced |
| Nichols & Pratt Advisers LLP | 1,486 | $870.9K | 0.06% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 1,487 | $871.4K | 0.45% | −366−19.8% | Reduced |
| CVA Family Office, LLC | 1,488 | $872.0K | 0.14% | −50−3.3% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,489 | $872.4K | 0.43% | −116−7.2% | Reduced |
| Rockwood Wealth Management, LLC | 1,483 | $872.5K | 0.09% | −432−22.6% | Reduced |
| Abundance Wealth Counselors | 1,491 | $874.0K | 0.19% | +1,491 | New |
| Family Capital Trust Co | 1,492 | $874.4K | 0.30% | −26−1.7% | Reduced |
| Encompass Wealth Advisors, LLC | 1,493 | $875.0K | 0.35% | +37+2.5% | Added |
| Camden National Bank | 1,500 | $879.1K | 0.13% | −20−1.3% | Reduced |
| Osprey Private Wealth LLC | 1,500 | $879.1K | 0.61% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,505 | $879.9K | 0.30% | −113−7.0% | Reduced |
| Commonwealth Retirement Investments LLC | 1,502 | $880.3K | 0.36% | −97−6.1% | Reduced |
| Cim, LLC | 1,502 | $880.5K | 0.13% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 1,503 | $880.7K | 0.50% | +1+0.1% | Added |
| Opinicus Capital, Inc. | 1,504 | $881.7K | 0.74% | −34−2.2% | Reduced |
| PAX Financial Group, LLC | 1,507 | $883.2K | 0.16% | +3+0.2% | Added |
| Landing Point Financial Group, LLC | 1,466 | $884.4K | 0.67% | +1,466 | New |
| New Covenant Trust Company, N.A. | 1,505 | $885.3K | 0.88% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 1,495 | $886.4K | 0.11% | +25+1.7% | Added |
| Northeast Planning Associates, Inc. | 1,516 | $888.5K | 0.92% | +1,516 | New |
| Marquette Asset Management, LLC | 1,516 | $888.5K | 0.15% | −5,427−78.2% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,516 | $888.5K | 0.20% | +274+22.1% | Added |
| Jmac Enterprises LLC | 1,518 | $889.9K | 0.14% | −1−0.1% | Reduced |
| Liberty Wealth Management LLC | 1,522 | $891.8K | 0.15% | −7−0.5% | Reduced |
| 49 Wealth Management, LLC | 1,522 | $891.9K | 0.13% | −1,100−42.0% | Reduced |
| Gradient Investments LLC | 1,522 | $892.0K | 0.02% | +517+51.4% | Added |
| Fortitude Financial, LLC | 1,526 | $894.4K | 0.50% | +1,526 | New |
| Ruedi Wealth Management, Inc. | 1,526 | $894.6K | 0.28% | −64−4.0% | Reduced |
| Victory Financial Group, LLC | 1,528 | $895.6K | 0.24% | +1,528 | New |
| GHP Investment Advisors, Inc. | 1,534 | $899.1K | 0.04% | +23+1.5% | Added |
| Hilton Capital Management, LLC | 1,536 | $900.2K | 0.08% | 00.0% | Unchanged |