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 |
|---|---|---|---|---|---|
| Missouri Trust & Investment Co | 2,248 | $1.32M | 0.46% | −26−1.1% | Reduced |
| Pathway Financial Advisers, LLC | 2,250 | $1.32M | 0.44% | +183+8.9% | Added |
| Define Financial, LLC | 2,252 | $1.32M | 1.00% | +2,252 | New |
| Kuhn & Co Investment Counsel | 2,254 | $1.32M | 1.12% | +9+0.4% | Added |
| Formidable Asset Management, LLC | 2,454 | $1.32M | 0.22% | −927−27.4% | Reduced |
| W.H. Cornerstone Investments Inc. | 2,262 | $1.33M | 0.89% | +6+0.3% | Added |
| Richardson Financial Services Inc. | 2,260 | $1.33M | 0.93% | −1,614−41.7% | Reduced |
| Parthenon LLC | 2,266 | $1.33M | 0.16% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 2,259 | $1.33M | 0.84% | +6+0.3% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,271 | $1.33M | 0.32% | +244+12.0% | Added |
| Cypress Asset Management Inc | 1,960 | $1.33M | 0.33% | −303−13.4% | Reduced |
| Santori & Peters | 2,272 | $1.33M | 0.51% | −41−1.8% | Reduced |
| Westwood Wealth Management | 2,276 | $1.33M | 0.48% | +25+1.1% | Added |
| Accredited Investor Services, LLC | 2,276 | $1.33M | 1.07% | +2,276 | New |
| Curio Wealth, LLC | 2,279 | $1.34M | 0.72% | +2,279 | New |
| Prospect Financial Services LLC | 2,280 | $1.34M | 0.73% | +85+3.9% | Added |
| Janney Capital Management LLC | 2,283 | $1.34M | 0.09% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 2,278 | $1.34M | 0.30% | +4+0.2% | Added |
| Davis Capital Management | 2,292 | $1.34M | 1.09% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 2,302 | $1.35M | 0.30% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 2,304 | $1.35M | 0.49% | −49−2.1% | Reduced |
| Leisure Capital Management | 2,306 | $1.35M | 0.53% | +252+12.3% | Added |
| Penbrook Management LLC | 2,315 | $1.36M | 0.93% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 2,316 | $1.36M | 1.27% | +327+16.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,329 | $1.37M | 0.19% | 00.0% | Unchanged |
| Windward Capital Management Co | 2,330 | $1.37M | 0.10% | +2+0.1% | Added |
| Alpha Omega Wealth Management LLC | 2,333 | $1.37M | 0.26% | +7+0.3% | Added |
| BIP Alliance, LLC | 2,334 | $1.37M | 0.58% | +2,334 | New |
| Main Street Research LLC | 2,331 | $1.37M | 0.09% | +206+9.7% | Added |
| HF Advisory Group, LLC | 2,345 | $1.37M | 0.63% | +12+0.5% | Added |
| Dempze Nancy E | 2,348 | $1.38M | 0.79% | +2,348 | New |
| Parker Financial LLC | 2,353 | $1.38M | 0.68% | −365−13.4% | Reduced |
| Petredis Investment Advisors LLC | 2,353 | $1.38M | 0.14% | +1,329+129.8% | Added |
| Weatherly Asset Management L. P. | 2,349 | $1.38M | 0.12% | −10−0.4% | Reduced |
| Fingerlakes Wealth Management, Inc. | 2,356 | $1.38M | 1.11% | −10−0.4% | Reduced |
| Lionsbridge Wealth Management LLC | 2,367 | $1.39M | 1.16% | −1,064−31.0% | Reduced |
| Blue Barn Wealth, LLC | 2,373 | $1.39M | 0.73% | +57+2.5% | Added |
| Figure 8 Investment Strategies LLC | 2,375 | $1.39M | 1.37% | +2,375 | New |
| Hudson Portfolio Management LLC | 2,380 | $1.39M | 1.37% | +214+9.9% | Added |
| Texas Bank & Trust Co | 2,385 | $1.40M | 0.58% | +2,385 | New |
| Professional Advisory Services Inc | 2,387 | $1.40M | 0.19% | −175−6.8% | Reduced |
| CNB Bank | 2,389 | $1.40M | 0.65% | −642−21.2% | Reduced |
| Delta Financial Group, Inc. | 2,390 | $1.40M | 0.33% | −90−3.6% | Reduced |
| Shade Tree Advisors LLC | 2,391 | $1.40M | 1.41% | +2,391 | New |
| Gallagher Fiduciary Advisors, LLC | 2,395 | $1.40M | 0.27% | +174+7.8% | Added |
| EagleClaw Capital Managment, LLC | 2,398 | $1.41M | 0.22% | 00.0% | Unchanged |
| Ping Capital Management, Inc. | 2,400 | $1.41M | 0.58% | +2,400 | New |
| Dana Investment Advisors, Inc. | 2,412 | $1.41M | 0.05% | +21+0.9% | Added |
| Baker Boyer National Bank | 2,427 | $1.42M | 0.49% | +129+5.6% | Added |
| Austin Wealth Management, LLC | 2,381 | $1.42M | 0.29% | +34+1.4% | Added |
| Bell Investment Advisors, Inc | 2,428 | $1.42M | 0.27% | +152+6.7% | Added |
| Castle Wealth Management LLC | 2,429 | $1.43M | 0.56% | −96−3.8% | Reduced |
| Baring Financial LLC | 2,439 | $1.43M | 1.27% | +2,439 | New |
| Monetary Management Group Inc | 2,440 | $1.43M | 0.37% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 2,447 | $1.43M | 0.67% | +2,447 | New |
| Friedenthal Financial | 2,450 | $1.44M | 0.84% | −7−0.3% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 2,452 | $1.44M | 2.28% | +524+27.2% | Added |
| Orcam Financial Group | 2,459 | $1.44M | 1.39% | +281+12.9% | Added |
| Matthew Goff Investment Advisor, LLC | 2,459 | $1.44M | 0.27% | −36−1.4% | Reduced |
| Upper Left Wealth Management, LLC | 2,459 | $1.44M | 1.23% | −21−0.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 2,461 | $1.44M | 0.40% | +2,461 | New |
| True Link Financial Advisors, LLC | 2,465 | $1.44M | 0.12% | +357+16.9% | Added |
| Martel Wealth Advisors Inc | 2,471 | $1.45M | 0.28% | −58−2.3% | Reduced |
| Fulcrum Equity Management | 2,478 | $1.45M | 1.44% | −4,530−64.6% | Reduced |
| Tanglewood Wealth Management, Inc. | 2,478 | $1.45M | 0.17% | 00.0% | Unchanged |
| Caitlin John, LLC | 2,479 | $1.45M | 0.99% | −166−6.3% | Reduced |
| Saxony Capital Management, LLC | 2,485 | $1.46M | 1.28% | −9−0.4% | Reduced |
| Clarity Capital Partners LLC | 2,489 | $1.46M | 0.76% | −47−1.9% | Reduced |
| Brooklyn FI, LLC | 2,489 | $1.46M | 0.49% | +1,802+262.3% | Added |
| Primoris Wealth Advisors, LLC | 2,500 | $1.47M | 1.12% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 2,500 | $1.47M | 0.39% | −15−0.6% | Reduced |
| Wealthstar Advisors, LLC | 2,504 | $1.47M | 0.64% | +2,504 | New |
| Blodgett Wealth Advisors, LLC | 2,504 | $1.47M | 1.15% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 2,507 | $1.47M | 1.30% | +2,507 | New |
| Bank of Stockton | 2,512 | $1.47M | 0.45% | +952+61.0% | Added |
| Spinnaker Investment Group, LLC | 2,513 | $1.47M | 0.36% | −103−3.9% | Reduced |
| Investment Advisory Group, LLC | 2,518 | $1.48M | 0.49% | +6+0.2% | Added |
| Gilman Hill Asset Management, LLC | 2,520 | $1.48M | 0.26% | −4−0.2% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,521 | $1.48M | 0.54% | −474−15.8% | Reduced |
| Davidson Kahn Capital Management, LLC | 2,523 | $1.48M | 1.37% | +2,523 | New |
| Cambridge Financial Group, LLC | 2,527 | $1.48M | 0.63% | −57−2.2% | Reduced |
| Yeomans Consulting Group, Inc. | 2,529 | $1.48M | 0.56% | +96+3.9% | Added |
| Clearwater Capital Advisors, LLC | 2,529 | $1.48M | 0.15% | −218−7.9% | Reduced |
| SkyOak Wealth, LLC | 2,534 | $1.49M | 0.32% | +459+22.1% | Added |
| Aster Capital Management (DIFC) Ltd | 2,534 | $1.49M | 0.57% | +2,534 | New |
| Midwest Financial Group LLC | 2,540 | $1.49M | 0.85% | +219+9.4% | Added |
| Ariadne Wealth Management, LP | 2,465 | $1.49M | 0.68% | +245+11.0% | Added |
| Wealthcare Capital Partners, LLC | 2,545 | $1.49M | 0.78% | +2,545 | New |
| Dorsey Wright & Associates | 2,546 | $1.49M | 0.36% | +2,546 | New |
| Tranquility Partners, LLC | 2,549 | $1.49M | 0.56% | +171+7.2% | Added |
| American Financial Advisors, LLC | 2,555 | $1.50M | 0.21% | +43+1.7% | Added |
| Bruce G. Allen Investments, LLC | 2,558 | $1.50M | 1.22% | +204+8.7% | Added |
| CORDA Investment Management, LLC. | 2,562 | $1.50M | 0.12% | −21−0.8% | Reduced |
| Excalibur Management Corp | 2,562 | $1.50M | 0.60% | +326+14.6% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 2,555 | $1.50M | 0.67% | +10.0% | Added |
| WoodTrust Financial Corp | 2,567 | $1.50M | 0.21% | +51+2.0% | Added |
| Narus Financial Partners, LLC | 2,572 | $1.51M | 0.51% | +39+1.5% | Added |
| Monterey Private Wealth, Inc. | 2,578 | $1.51M | 0.50% | −41−1.6% | Reduced |
| Natural Investments, LLC | 2,583 | $1.51M | 0.42% | +2,583 | New |
| Sunpointe, LLC | 2,576 | $1.51M | 0.76% | −19−0.7% | Reduced |