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 |
|---|---|---|---|---|---|
| Investor's Fiduciary Advisor Network, LLC | 1,742 | $1.02M | 0.39% | +1,742 | New |
| HTG Investment Advisors, Inc. | 1,748 | $1.02M | 0.47% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,749 | $1.03M | 0.22% | +423+31.9% | Added |
| Wealth Watch Advisors, INC | 1,750 | $1.03M | 0.64% | +1,750 | New |
| Sendero Wealth Management, LLC | 1,753 | $1.03M | 0.15% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 1,756 | $1.03M | 0.33% | +755+75.4% | Added |
| Eagle Bay Advisors LLC | 1,753 | $1.03M | 0.65% | +868+98.1% | Added |
| Heritage Investors Management Corp | 1,760 | $1.03M | 0.03% | +5+0.3% | Added |
| Fundamentun, LLC | 1,771 | $1.04M | 0.06% | +162+10.1% | Added |
| Syntegra Private Wealth Group, LLC | 1,774 | $1.04M | 0.12% | −40−2.2% | Reduced |
| San Luis Wealth Advisors LLC | 1,778 | $1.04M | 0.20% | +31+1.8% | Added |
| Integrated Investment Consultants, LLC | 451,784 | $1.04M | 0.22% | +450,386+32,216.5% | Added |
| Regatta Capital Group, LLC | 1,784 | $1.05M | 0.20% | −88−4.7% | Reduced |
| Capital Counsel LLC | 1,788 | $1.05M | 0.04% | +314+21.3% | Added |
| IMS Capital Management | 1,789 | $1.05M | 0.49% | 00.0% | Unchanged |
| Graney & King, LLC | 1,790 | $1.05M | 0.79% | +1,790 | New |
| Buckhead Capital Management LLC | 1,791 | $1.05M | 0.34% | −51−2.8% | Reduced |
| CacheTech Inc. | 1,792 | $1.05M | 0.20% | +1,792 | New |
| Vista Investment Management | 1,794 | $1.05M | 0.40% | −24−1.3% | Reduced |
| WJ Wealth Management, LLC | 1,798 | $1.05M | 0.36% | −162−8.3% | Reduced |
| Sherman Asset Management, Inc. | 1,800 | $1.05M | 0.97% | +1,800 | New |
| Talon Private Wealth, LLC | 1,801 | $1.06M | 0.22% | +552+44.2% | Added |
| Capstone Wealth Management Group LLC | 1,803 | $1.06M | 0.80% | +1,803 | New |
| Intellus Advisors LLC | 1,805 | $1.06M | 0.18% | +1,805 | New |
| Mascagni Wealth Management, Inc. | 1,891 | $1.06M | 1.05% | +1,891 | New |
| Wintrust Investments LLC | 1,808 | $1.06M | 0.93% | −888−32.9% | Reduced |
| Palogic Value Management, L.P. | 1,811 | $1.06M | 0.42% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,810 | $1.06M | 0.05% | 00.0% | Unchanged |
| Elm Partners Management LLC | 1,816 | $1.06M | 0.07% | −17−0.9% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 1,820 | $1.07M | 0.66% | +1,820 | New |
| Silver Oak Advisory Group, Inc. | 1,823 | $1.07M | 0.56% | −122−6.3% | Reduced |
| Marathon Capital Management | 1,824 | $1.07M | 0.27% | +645+54.7% | Added |
| Vermillion Wealth Management, Inc. | 1,825 | $1.07M | 0.55% | +1,825 | New |
| Financial Partners Group, LLC | 1,831 | $1.07M | 0.45% | +6+0.3% | Added |
| Centerpoint Advisors, LLC | 1,833 | $1.07M | 0.38% | −175−8.7% | Reduced |
| Warren Street Wealth Advisors, LLC | 1,833 | $1.07M | 0.44% | −19−1.0% | Reduced |
| Valicenti Advisory Services Inc | 1,834 | $1.07M | 0.27% | −115−5.9% | Reduced |
| Poplar Forest Capital LLC | 1,836 | $1.08M | 0.20% | −19−1.0% | Reduced |
| Finley Financial, LLC | 1,820 | $1.08M | 0.56% | +1,820 | New |
| Bellevue Asset Management, LLC | 1,845 | $1.08M | 0.56% | +21+1.2% | Added |
| PrairieView Partners, LLC | 1,849 | $1.08M | 0.11% | −360−16.3% | Reduced |
| Wescott Financial Advisory Group, LLC | 1,850 | $1.08M | 0.11% | −15−0.8% | Reduced |
| Myecfo, LLC | 1,850 | $1.08M | 0.59% | +6+0.3% | Added |
| Vernal Point Advisors, LLC | 1,844 | $1.08M | 0.75% | −16−0.9% | Reduced |
| Hexagon Capital Partners LLC | 1,852 | $1.09M | 0.20% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,860 | $1.09M | 0.21% | −33−1.7% | Reduced |
| TCFG Wealth Management, LLC | 1,861 | $1.09M | 0.55% | −182−8.9% | Reduced |
| KPP Advisory Services LLC | 1,863 | $1.09M | 0.26% | +10+0.5% | Added |
| Hollow Brook Wealth Management LLC | 1,865 | $1.09M | 0.34% | −150−7.4% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 1,865 | $1.09M | 0.27% | −9−0.5% | Reduced |
| Everhart Financial Group, Inc. | 1,865 | $1.09M | 0.22% | +556+42.5% | Added |
| Root Financial Partners, LLC | 1,868 | $1.09M | 0.14% | +735+64.9% | Added |
| Johnson & White Wealth Management, LLC | 1,873 | $1.09M | 0.66% | +216+13.0% | Added |
| Telos Capital Management, Inc. | 1,869 | $1.10M | 0.12% | +155+9.0% | Added |
| Marion Wealth Management | 1,870 | $1.10M | 0.29% | +4+0.2% | Added |
| Dominguez Wealth Management Solutions, Inc. | 1,874 | $1.10M | 0.80% | −6−0.3% | Reduced |
| Wealth Quarterback LLC | 1,874 | $1.10M | 0.52% | +141+8.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $1.10M | 0.71% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 1,875 | $1.10M | 0.69% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,880 | $1.10M | 0.01% | −12−0.6% | Reduced |
| DecisionMap Wealth Management, LLC | 1,881 | $1.10M | 0.87% | +1,881 | New |
| Fidelity D & D Bancorp Inc | 1,882 | $1.10M | 0.73% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 1,882 | $1.10M | 0.45% | +914+94.4% | Added |
| Kirtland Hills Capital Management, LLC | 1,890 | $1.11M | 0.71% | −40−2.1% | Reduced |
| Grey Fox Wealth Advisors, LLC | 1,886 | $1.11M | 0.30% | −58−3.0% | Reduced |
| Fca Corp | 1,896 | $1.11M | 0.35% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 1,839 | $1.11M | 0.62% | 00.0% | Unchanged |
| Scratch Capital LLC | 1,900 | $1.11M | 1.36% | +1,900 | New |
| Pine Haven Investment Counsel, Inc | 1,902 | $1.11M | 0.92% | 00.0% | Unchanged |
| Red Tortoise LLC | 1,905 | $1.12M | 0.59% | −1−0.1% | Reduced |
| Trademark Financial Management, LLC | 1,905 | $1.12M | 0.89% | +733+62.5% | Added |
| Roberts Capital Advisors, LLC | 1,907 | $1.12M | 0.94% | −420−18.0% | Reduced |
| BancFirst Trust & Investment Management | 1,901 | $1.12M | 0.50% | −100−5.0% | Reduced |
| Financial Advisory Corp | 1,910 | $1.12M | 0.20% | +1,910 | New |
| Forbes J M & Co LLP | 1,919 | $1.12M | 0.11% | +1,077+127.9% | Added |
| North Berkeley Wealth Management, LLC | 1,921 | $1.13M | 1.14% | +1,921 | New |
| Full Sail Capital, LLC | 1,923 | $1.13M | 0.07% | −29−1.5% | Reduced |
| Landaas & Co | 1,930 | $1.13M | 0.31% | +892+85.9% | Added |
| Burton Enright Welch | 1,931 | $1.13M | 0.24% | +20+1.0% | Added |
| Postrock Partners LLC | 1,941 | $1.14M | 0.55% | +1,941 | New |
| Carl P. Sherr & Co., LLC | 1,943 | $1.14M | 0.60% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 1,945 | $1.14M | 0.28% | 00.0% | Unchanged |
| Narwhal Capital Management | 1,946 | $1.14M | 0.10% | +765+64.8% | Added |
| Centric Wealth Management | 1,948 | $1.14M | 0.31% | +18+0.9% | Added |
| Alerus Financial NA | 1,951 | $1.14M | 0.09% | +33+1.7% | Added |
| Oak Harvest Investment Services | 1,954 | $1.15M | 0.16% | −164−7.7% | Reduced |
| Precedent Wealth Partners, LLC | 1,957 | $1.15M | 0.37% | +30+1.6% | Added |
| Navalign, LLC | 1,959 | $1.15M | 0.34% | −118−5.7% | Reduced |
| Core Wealth Partners LLC | 1,964 | $1.15M | 0.66% | +149+8.2% | Added |
| Brooks, Moore & Associates, Inc. | 1,965 | $1.15M | 0.68% | −200−9.2% | Reduced |
| Crescent Park Management, L.P. | 1,965 | $1.15M | 0.47% | +1,965 | New |
| Wealthspan Partners, LLC | 1,969 | $1.15M | 0.55% | +255+14.9% | Added |
| United Community Bank | 1,972 | $1.16M | 0.45% | −90−4.4% | Reduced |
| Tran Capital Management, L.P. | 1,972 | $1.16M | 0.13% | +128+6.9% | Added |
| ERn Financial, LLC | 1,974 | $1.16M | 0.17% | −848−30.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,975 | $1.16M | 0.87% | −50−2.5% | Reduced |
| Capital CS Group, LLC | 1,975 | $1.16M | 1.55% | −184−8.5% | Reduced |
| Kapstone Financial Advisors LLC | 1,926 | $1.16M | 0.62% | +123+6.8% | Added |
| Fielder Capital Group LLC | 1,982 | $1.16M | 0.36% | +65+3.4% | Added |
| Theory Financial LLC | 1,985 | $1.16M | 0.49% | +197+11.0% | Added |