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 |
|---|---|---|---|---|---|
| Solidarilty Wealth, LLC | 1,533 | $901.3K | 0.23% | +240+18.6% | Added |
| Argentarii, LLC | 1,538 | $901.4K | 0.45% | +1,538 | New |
| Capital Advantage, Inc. | 1,541 | $903.1K | 0.16% | +1,541 | New |
| PFG Private Wealth Management, LLC | 1,545 | $905.5K | 0.52% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,546 | $906.1K | 0.18% | −238−13.3% | Reduced |
| Ted Buchan & Co | 1,546 | $906.6K | 0.43% | +71+4.8% | Added |
| Valley Forge Investment Consultants Inc Adv | 1,547 | $906.7K | 0.31% | +1,000+182.8% | Added |
| Birchcreek Wealth Management, LLC | 1,556 | $912.0K | 0.57% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 1,557 | $912.8K | 0.19% | +84+5.7% | Added |
| Wilson & Boucher Capital Management, LLC | 1,558 | $912.9K | 0.65% | −262−14.4% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,554 | $913.8K | 0.49% | 00.0% | Unchanged |
| AAFCPAs Wealth Management, LLC | 1,561 | $914.8K | 0.46% | +478+44.1% | Added |
| Rossby Financial, LCC | 1,561 | $914.9K | 0.58% | +1,561 | New |
| AJ Advisors, LLC | 1,567 | $918.2K | 0.48% | +5+0.3% | Added |
| Bernardo Wealth Planning LLC | 1,583 | $918.7K | 0.22% | −2−0.1% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,571 | $920.7K | 0.08% | +9+0.6% | Added |
| Ethic Inc. | 1,572 | $921.4K | 0.02% | +99+6.7% | Added |
| BKM Wealth Management, LLC | 1,573 | $922.1K | 0.38% | −165−9.5% | Reduced |
| Martin Capital Advisors, LLP | 1,577 | $924.2K | 0.60% | −130−7.6% | Reduced |
| City National Bank of Florida | 1,577 | $924.2K | 0.84% | +1,577 | New |
| Concord Wealth Partners | 1,581 | $926.5K | 0.15% | +751+90.5% | Added |
| Poinciana Advisors Group, LLC | 1,583 | $927.9K | 0.94% | +1,583 | New |
| Sargent Investment Group, LLC | 1,598 | $929.2K | 0.15% | +986+161.1% | Added |
| James Hambro & Partners | 1,588 | $930.6K | 0.04% | +1,588 | New |
| Cornerstone Planning Group LLC | 1,553 | $930.7K | 0.23% | −42−2.6% | Reduced |
| Alamar Capital Management, LLC | 1,587 | $933.1K | 0.51% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 1,598 | $936.6K | 0.50% | +16+1.0% | Added |
| Compass Financial Services Inc | 1,603 | $939.4K | 0.53% | +1,603 | New |
| Noble Wealth Management PBC | 1,605 | $940.7K | 0.65% | +1,605 | New |
| Bank of Jackson Hole Trust | 1,606 | $941.2K | 0.63% | +1,606 | New |
| Wealth Management Nebraska | 1,607 | $941.9K | 0.15% | +1,607 | New |
| Pension & Wealth Management Advisors, Inc. | 1,606 | $942.0K | 0.38% | +1+0.1% | Added |
| LS Investment Advisors, LLC | 1,608 | $942.3K | 0.14% | +28+1.8% | Added |
| Brueske Advisory Services, LLC | 1,609 | $943.0K | 0.84% | +1,609 | New |
| Indie Asset Partners, LLC | 1,610 | $943.4K | 0.74% | −44−2.7% | Reduced |
| Fairman Group, LLC | 1,604 | $943.4K | 0.78% | −28−1.7% | Reduced |
| Dentgroup LLC | 1,612 | $944.9K | 0.72% | +307+23.5% | Added |
| VSM Wealth Advisory, LLC | 1,612 | $944.9K | 0.34% | +1,612 | New |
| Stack Financial Management, Inc | 1,615 | $946.5K | 0.09% | +65+4.2% | Added |
| Quotient Wealth Partners, LLC | 1,618 | $948.5K | 0.03% | −26−1.6% | Reduced |
| Arcadia Wealth Management, Inc. | 1,622 | $950.6K | 0.81% | +1,622 | New |
| Legacy Financial Group, Inc. | 1,623 | $951.3K | 0.31% | −122−7.0% | Reduced |
| 626 Financial, LLC | 1,627 | $953.4K | 0.51% | +1+0.1% | Added |
| Strategic Financial Services, Inc, | 1,628 | $954.3K | 0.06% | −33−2.0% | Reduced |
| Dock Street Asset Management Inc | 1,629 | $954.7K | 0.11% | +27+1.7% | Added |
| Kidder Stephen W | 1,630 | $955.3K | 0.29% | +80+5.2% | Added |
| Signet Investment Advisory Group, Inc. | 1,632 | $956.5K | 0.49% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,636 | $958.8K | 0.62% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,637 | $959.4K | 0.03% | +231+16.4% | Added |
| TFB Advisors LLC | 1,639 | $960.3K | 0.27% | +66+4.2% | Added |
| My Purposeful Wealth Corp. | 1,640 | $961.2K | 0.44% | −92−5.3% | Reduced |
| Goldstream Capital Management Ltd | 1,635 | $961.7K | 0.41% | +785+92.4% | Added |
| Unison Asset Management LLC | 1,645 | $964.1K | 0.47% | 00.0% | Unchanged |
| Inkwell Capital LLC | 1,645 | $964.1K | 1.03% | +1,645 | New |
| FSB Premier Wealth Management, Inc. | 1,649 | $966.7K | 0.39% | +298+22.1% | Added |
| Fortress Wealth Management, Inc. | 1,651 | $967.7K | 0.47% | +4+0.2% | Added |
| Seaside Wealth Management, Inc. | 1,653 | $968.9K | 0.35% | +114+7.4% | Added |
| Blue Rock Wealth Management LLC | 1,656 | $970.5K | 1.02% | +1,656 | New |
| Carlson Capital Management | 1,656 | $970.7K | 0.04% | +360+27.8% | Added |
| ONE Advisory Partners, LLC | 1,659 | $972.3K | 0.43% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 1,659 | $972.6K | 0.67% | +388+30.5% | Added |
| Key Financial Inc | 1,661 | $973.4K | 0.22% | +141+9.3% | Added |
| Stonehaven Wealth & Tax Solutions, LLC | 1,661 | $973.5K | 1.06% | +1,661 | New |
| Infinity Wealth Counsel, LLC | 1,663 | $974.7K | 1.04% | +1,663 | New |
| Vestia Personal Wealth Advisors | 1,664 | $975.1K | 0.80% | +62+3.9% | Added |
| McDonough Capital Management, Inc | 1,666 | $976.4K | 0.60% | +15+0.9% | Added |
| Dravo Bay LLC | 1,672 | $979.9K | 0.48% | +31+1.9% | Added |
| Oak Wealth Advisors LLC | 1,672 | $980.1K | 0.75% | +1,672 | New |
| J. L. Bainbridge & Co., Inc. | 1,674 | $981.1K | 0.09% | +178+11.9% | Added |
| Arvest Investments, Inc. | 1,675 | $981.7K | 0.16% | −97−5.5% | Reduced |
| Arq Wealth Advisors, LLC | 1,675 | $982.0K | 0.37% | +16+1.0% | Added |
| West Michigan Advisors, LLC | 1,677 | $982.0K | 0.30% | −523−23.8% | Reduced |
| Amara Financial, LLC. | 1,676 | $982.2K | 0.91% | +5+0.3% | Added |
| Providence Capital Advisors, LLC | 1,680 | $985.1K | 0.20% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,682 | $985.8K | 0.67% | +1,682 | New |
| Diversified Investment Strategies, LLC | 1,684 | $987.0K | 0.64% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 1,684 | $987.0K | 0.37% | −10−0.6% | Reduced |
| Jessup Wealth Management, Inc | 1,686 | $988.1K | 0.42% | −12−0.7% | Reduced |
| Financial Enhancement Group LLC | 1,701 | $988.9K | 0.15% | +1,020+149.8% | Added |
| Callahan Advisors, LLC | 1,688 | $989.5K | 0.09% | +59+3.6% | Added |
| Visionary Horizons, LLC | 1,689 | $989.9K | 0.65% | −115−6.4% | Reduced |
| RFP Financial Group LLC | 1,693 | $992.1K | 0.39% | −49−2.8% | Reduced |
| Prosperitas Financial LLC | 1,697 | $994.5K | 0.50% | −128−7.0% | Reduced |
| Balentine LLC | 1,697 | $994.6K | 0.04% | −83−4.7% | Reduced |
| Live Oak Private Wealth LLC | 1,698 | $995.1K | 0.17% | +23+1.4% | Added |
| Powers Advisory Group, LLC | 1,703 | $998.2K | 0.50% | −3−0.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 1,705 | $999.3K | 0.58% | −9−0.5% | Reduced |
| Prospect Financial Group LLC | 1,706 | $999.9K | 1.23% | +1,706 | New |
| DKM Wealth Management, Inc. | 1,711 | $1.00M | 0.95% | +1,711 | New |
| Ewing Morris & Co. Investment Partners Ltd. | 1,714 | $1.00M | 0.35% | +1,714 | New |
| Fortis Capital Management LLC | 1,715 | $1.01M | 0.19% | +55+3.3% | Added |
| Letko, Brosseau & Associates Inc | 1,720 | $1.01M | 0.02% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 1,723 | $1.01M | 0.36% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 1,726 | $1.01M | 0.41% | +1,726 | New |
| Smartleaf Asset Management LLC | 1,720 | $1.01M | 0.10% | +86+5.3% | Added |
| MAS Advisors LLC | 1,730 | $1.01M | 1.70% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 1,733 | $1.02M | 0.87% | +1,733 | New |
| Beirne Wealth Consulting Services, LLC | 1,729 | $1.02M | 0.37% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 1,736 | $1.02M | 0.25% | +118+7.3% | Added |
| Investment Partners Asset Management, Inc. | 1,736 | $1.02M | 0.80% | +110+6.8% | Added |