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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Parr McKnight Wealth Management Group, LLC | 1,986 | $1.16M | 0.17% | +1,986 | New |
| Convergence Financial, LLC | 1,988 | $1.17M | 0.23% | −1,024−34.0% | Reduced |
| Cutler Investment Counsel LLC | 1,981 | $1.17M | 0.14% | −123−5.8% | Reduced |
| Measured Risk Portfolios, Inc. | 1,989 | $1.17M | 1.30% | +1,989 | New |
| Cora Capital Advisors LLC | 1,993 | $1.17M | 0.56% | −2−0.1% | Reduced |
| Haven Private, LLC | 1,994 | $1.17M | 0.65% | +1,994 | New |
| Sterling Manor Financial, LLC | 1,994 | $1.17M | 0.82% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 1,998 | $1.17M | 0.61% | −52−2.5% | Reduced |
| Doheny Asset Management | 2,000 | $1.17M | 0.87% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 2,000 | $1.17M | 0.73% | 00.0% | Unchanged |
| Lam Group, Inc. | 2,000 | $1.17M | 0.84% | 00.0% | Unchanged |
| Cura Wealth Advisors, LLC | 2,000 | $1.17M | 0.52% | +2,000 | New |
| Bear Mountain Capital, Inc. | 1,926 | $1.17M | 0.46% | −49−2.5% | Reduced |
| Vicus Capital | 7,074 | $1.18M | 0.10% | +1,192+20.3% | Added |
| Your Advocates Ltd., LLP | 2,012 | $1.18M | 0.47% | +105+5.5% | Added |
| Kingstone Capital Partners Texas, LLC | 2,016 | $1.18M | 0.96% | +2,016 | New |
| Front Street Capital Management, Inc. | 2,018 | $1.18M | 0.21% | −773−27.7% | Reduced |
| Chapman Investment Management, LLC | 2,021 | $1.18M | 0.88% | 00.0% | Unchanged |
| Lincoln Capital Corp | 2,024 | $1.19M | 0.49% | 00.0% | Unchanged |
| Asset Planning Corporation | 2,025 | $1.19M | 0.74% | +13+0.6% | Added |
| tru Independence LLC | 2,028 | $1.19M | 0.37% | +76+3.9% | Added |
| Hanlon Investment Management, Inc. | 2,028 | $1.19M | 0.32% | +563+38.4% | Added |
| Prelude Capital Management, LLC | 2,029 | $1.19M | 0.10% | −3,150−60.8% | Reduced |
| Logan Stone Capital, LLC | 2,035 | $1.19M | 0.40% | +2,035 | New |
| Riverbend Wealth Management, LLC | 2,033 | $1.19M | 1.06% | +2,033 | New |
| Gables Capital Management Inc. | 2,039 | $1.20M | 0.58% | +321+18.7% | Added |
| Floyd Financial Group LLC | 2,062 | $1.20M | 0.98% | +2,062 | New |
| Global Assets Advisory, LLC | 2,049 | $1.20M | 0.66% | +155+8.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,045 | $1.20M | 0.64% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 2,050 | $1.20M | 0.87% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 2,051 | $1.20M | 0.40% | +49+2.4% | Added |
| Yarger Wealth Strategies, LLC | 2,054 | $1.20M | 0.69% | +5+0.2% | Added |
| Marino, Stram & Associates LLC | 2,055 | $1.20M | 0.27% | +26+1.3% | Added |
| Clarus Group, Inc. | 2,056 | $1.21M | 0.43% | +236+13.0% | Added |
| Ti-Trust, Inc | 2,057 | $1.21M | 0.81% | +75+3.8% | Added |
| Strid Group, LLC | 2,058 | $1.21M | 0.19% | +217+11.8% | Added |
| Payne Capital Management, LLC | 2,058 | $1.21M | 0.52% | +2,058 | New |
| Ballast Advisors LLC | 2,060 | $1.21M | 0.37% | −102−4.7% | Reduced |
| Family Office Research LLC | 2,061 | $1.21M | 0.53% | +2,061 | New |
| Viewpoint Capital Management LLC | 2,069 | $1.21M | 0.64% | +9+0.4% | Added |
| Richard W. Paul & Associates, LLC | 2,070 | $1.21M | 0.44% | −309−13.0% | Reduced |
| Hiley Hunt Wealth Management | 2,070 | $1.21M | 0.67% | −100−4.6% | Reduced |
| Park Edge Advisors, LLC | 2,070 | $1.21M | 0.35% | −59−2.8% | Reduced |
| Roof Eidam & Maycock | 2,071 | $1.21M | 0.31% | +360+21.0% | Added |
| Courage Miller Partners, LLC | 2,078 | $1.22M | 0.42% | −40−1.9% | Reduced |
| Independent Investors Inc | 2,089 | $1.22M | 0.24% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 2,096 | $1.23M | 0.17% | −4−0.2% | Reduced |
| Medallion Wealth Advisors, LLC | 2,111 | $1.23M | 0.61% | +2,111 | New |
| Horan Securities, Inc. | 2,103 | $1.23M | 0.47% | +6+0.3% | Added |
| Sound Income Strategies, LLC | 2,103 | $1.23M | 0.08% | −2,387−53.2% | Reduced |
| Heartwood Wealth Advisors LLC | 2,106 | $1.23M | 0.14% | +38+1.8% | Added |
| Kooman & Associates | 2,109 | $1.24M | 0.45% | +2,109 | New |
| Acorn Wealth Advisors, LLC | 2,110 | $1.24M | 0.51% | −222−9.5% | Reduced |
| Laurel Wealth Planning LLC | 2,113 | $1.24M | 0.80% | +476+29.1% | Added |
| Mountain Pacific Investment Advisers Inc | 2,121 | $1.24M | 0.09% | −11−0.5% | Reduced |
| McGuire Investment Group, LLC | 2,121 | $1.24M | 0.18% | 00.0% | Unchanged |
| LifeGoal Wealth Advisors | 2,121 | $1.24M | 1.35% | +2,121 | New |
| Alpha Financial Partners, LLC | 2,123 | $1.24M | 0.98% | +1,094+106.3% | Added |
| Souders Financial Advisors | 2,123 | $1.24M | 0.17% | +439+26.1% | Added |
| Awm Capital, LLC | 2,117 | $1.24M | 0.15% | −110−4.9% | Reduced |
| Fortune Financial Advisors, LLC | 2,124 | $1.24M | 1.13% | −11−0.5% | Reduced |
| Park Place Capital Corp | 2,124 | $1.25M | 0.35% | +290+15.8% | Added |
| Massachusetts Wealth Management | 2,125 | $1.25M | 0.77% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 2,127 | $1.25M | 0.19% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 2,134 | $1.25M | 0.21% | +239+12.6% | Added |
| Dorchester Wealth Management Co | 2,141 | $1.25M | 0.25% | −110−4.9% | Reduced |
| Rockline Wealth Management, LLC | 2,141 | $1.26M | 0.34% | 00.0% | Unchanged |
| Papp L Roy & Associates | 2,144 | $1.26M | 0.15% | +51+2.4% | Added |
| Archer Investment Corp | 2,148 | $1.26M | 0.34% | +100+4.9% | Added |
| Sava Infond d.o.o. | 2,150 | $1.26M | 0.22% | +2,150 | New |
| WealthBridge Investment Counsel Inc. | 2,157 | $1.26M | 0.46% | +35+1.6% | Added |
| Buffington Mohr McNeal | 2,158 | $1.26M | 0.21% | +97+4.7% | Added |
| Vaughan & Co Securities, Inc. | 2,159 | $1.27M | 0.76% | −10.0% | Reduced |
| Southeast Asset Advisors Inc. | 2,161 | $1.27M | 0.16% | −399−15.6% | Reduced |
| Granite Bay Wealth Management, LLC | 2,180 | $1.28M | 0.47% | +499+29.7% | Added |
| Bright Futures Wealth Management, LLC. | 2,124 | $1.28M | 1.14% | −136−6.0% | Reduced |
| Bordeaux Wealth Advisors LLC | 2,188 | $1.28M | 0.21% | −2−0.1% | Reduced |
| MBA Advisors LLC | 2,191 | $1.28M | 0.65% | −10.0% | Reduced |
| Sebold Capital Management, Inc. | 2,196 | $1.29M | 0.86% | −5−0.2% | Reduced |
| Estate Counselors, LLC | 2,200 | $1.29M | 0.14% | −25−1.1% | Reduced |
| Retirement Investment Advisors, Inc. | 2,203 | $1.29M | 0.14% | −402−15.4% | Reduced |
| Toth Financial Advisory Corp | 2,204 | $1.29M | 0.15% | −41−1.8% | Reduced |
| Fiduciary Group LLC | 2,208 | $1.29M | 0.13% | +10.0% | Added |
| Wade Financial Advisory, Inc | 2,211 | $1.30M | 0.44% | +770+53.4% | Added |
| Kavar Capital Partners Group, LLC | 2,213 | $1.30M | 0.22% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 2,215 | $1.30M | 0.96% | +3+0.1% | Added |
| Trust Co of Tennessee | 2,215 | $1.30M | 0.43% | +57+2.6% | Added |
| Criterion Capital Advisors, LLC | 2,388 | $1.30M | 0.82% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 2,218 | $1.30M | 0.19% | +529+31.3% | Added |
| Pekin Hardy Strauss, Inc. | 2,220 | $1.30M | 0.17% | −36−1.6% | Reduced |
| Reuter James Wealth Management, LLC | 2,221 | $1.30M | 0.24% | −65−2.8% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,620 | $1.30M | 0.30% | +395+17.8% | Added |
| Armor Investment Advisors, LLC | 2,225 | $1.30M | 0.54% | +10.0% | Added |
| Capital Planning Advisors, LLC | 2,227 | $1.31M | 0.20% | −500−18.3% | Reduced |
| Darrow Company, Inc. | 2,241 | $1.31M | 0.76% | −18−0.8% | Reduced |
| N.E.W. Advisory Services LLC | 2,241 | $1.31M | 0.12% | +14+0.6% | Added |
| A&I Financial Services, LLC | 2,241 | $1.31M | 1.28% | +2,241 | New |
| Von Berge Wealth Management Group, LLC | 2,175 | $1.32M | 0.80% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2,246 | $1.32M | 0.09% | −8−0.4% | Reduced |
| Consilio Wealth Advisors, LLC | 2,248 | $1.32M | 0.54% | −2−0.1% | Reduced |