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 |
|---|---|---|---|---|---|
| Resources Management Corp | 2,587 | $1.52M | 0.21% | −55−2.1% | Reduced |
| RiverGlades Family Offices LLC | 2,590 | $1.52M | 1.08% | +10.0% | Added |
| May Hill Capital, LLC | 2,592 | $1.52M | 0.59% | +2,592 | New |
| Wexford Capital LP | 2,596 | $1.52M | 0.39% | 00.0% | Unchanged |
| Shelton Capital Management | 2,596 | $1.52M | 0.04% | +340+15.1% | Added |
| Skaana Management L.P. | 2,600 | $1.52M | 0.49% | +2,600 | New |
| Able Wealth Management LLC | 2,602 | $1.53M | 1.00% | +118+4.8% | Added |
| Silverleafe Capital Partners, LLC | 2,606 | $1.53M | 0.48% | +234+9.9% | Added |
| JT Stratford LLC | 2,611 | $1.53M | 0.25% | +42+1.6% | Added |
| O'Rourke & Company, Inc | 2,611 | $1.53M | 0.75% | +31+1.2% | Added |
| Crumly & Associates Inc. | 2,613 | $1.53M | 0.42% | +2,039+355.2% | Added |
| Long Road Investment Counsel, LLC | 2,614 | $1.53M | 0.62% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 2,616 | $1.53M | 0.77% | +14+0.5% | Added |
| Founders Financial Securities LLC | 2,622 | $1.54M | 0.14% | +237+9.9% | Added |
| Sterling Financial Planning, Inc. | 2,623 | $1.54M | 0.57% | −89−3.3% | Reduced |
| Investors Asset Management of Georgia Inc | 2,626 | $1.54M | 0.75% | −22−0.8% | Reduced |
| Cambridge Capital Management, LLC | 2,630 | $1.54M | 0.99% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 2,634 | $1.54M | 0.63% | −19−0.7% | Reduced |
| Ground Swell Capital, LLC | 2,638 | $1.55M | 3.37% | +2,638 | New |
| Heritage Financial Services, LLC | 2,645 | $1.55M | 0.21% | +50+1.9% | Added |
| Gallacher Capital Management LLC | 2,647 | $1.55M | 0.77% | +967+57.6% | Added |
| Lee Danner & Bass Inc | 2,648 | $1.55M | 0.12% | +10+0.4% | Added |
| SS&H Financial Advisors, Inc. | 2,656 | $1.56M | 0.57% | +8+0.3% | Added |
| Colonial Trust Advisors | 2,658 | $1.56M | 0.14% | −2−0.1% | Reduced |
| Northwest & Ethical Investments L.P. | 2,660 | $1.56M | 0.04% | −15,340−85.2% | Reduced |
| Darden Wealth Group Inc | 2,661 | $1.56M | 1.05% | +39+1.5% | Added |
| Quartz Partners, LLC | 2,663 | $1.56M | 0.95% | +315+13.4% | Added |
| American Capital Management Inc | 2,666 | $1.56M | 0.06% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 2,667 | $1.56M | 0.58% | +37+1.4% | Added |
| Proathlete Wealth Management LLC | 2,668 | $1.56M | 0.59% | +8+0.3% | Added |
| JPL Wealth Management, LLC | 2,670 | $1.56M | 0.45% | +2,670 | New |
| Vestmark Advisory Solutions, Inc. | 2,679 | $1.57M | 0.05% | +2,320+646.2% | Added |
| Valtinson Bruner Financial Planning LLC | 2,680 | $1.57M | 0.55% | −63−2.3% | Reduced |
| Financial Council Asset Management Inc | 2,682 | $1.57M | 0.81% | +10+0.4% | Added |
| Fulton Bank, N.A. | 2,691 | $1.58M | 0.06% | −60−2.2% | Reduced |
| Parkside Advisors LLC | 2,685 | $1.58M | 0.37% | −38−1.4% | Reduced |
| Cape Ann Savings Bank | 2,694 | $1.58M | 0.93% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 2,611 | $1.58M | 0.20% | −385−12.9% | Reduced |
| Stonebridge Capital Advisors LLC | 2,706 | $1.59M | 0.13% | −480−15.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,712 | $1.59M | 0.46% | +92+3.5% | Added |
| 17 Capital Partners, LLC | 2,714 | $1.59M | 1.01% | +1,512+125.8% | Added |
| Westbourne Investments, Inc. | 2,723 | $1.60M | 0.94% | +2,723 | New |
| Riverstone Advisors, LLC | 2,727 | $1.60M | 0.91% | +38+1.4% | Added |
| Forefront Analytics, LLC | 2,728 | $1.60M | 0.74% | −19,236−87.6% | Reduced |
| Palouse Capital Management, Inc. | 2,730 | $1.60M | 1.06% | +289+11.8% | Added |
| Somerset Group LLC | 2,736 | $1.60M | 1.47% | +1,050+62.3% | Added |
| Lantz Financial LLC | 2,739 | $1.61M | 0.43% | −8−0.3% | Reduced |
| Werba Rubin Papier Wealth Management | 2,740 | $1.61M | 0.38% | +263+10.6% | Added |
| Bravias Capital Group, LLC | 2,669 | $1.61M | 1.30% | +2,669 | New |
| Goodman Financial Corp | 2,746 | $1.61M | 0.34% | −19−0.7% | Reduced |
| Triangle Securities Wealth Management | 2,747 | $1.61M | 0.41% | +41+1.5% | Added |
| LexAurum Advisors, LLC | 2,750 | $1.61M | 0.32% | +290+11.8% | Added |
| Palo Alto Wealth Advisors, LLC | 2,745 | $1.61M | 0.57% | +319+13.1% | Added |
| Impact Capital Partners LLC | 2,756 | $1.62M | 0.57% | +2,756 | New |
| Empire Financial Management Company, LLC | 2,760 | $1.62M | 0.50% | −150−5.2% | Reduced |
| JGP Wealth Management, LLC | 2,762 | $1.62M | 0.21% | +20+0.7% | Added |
| Marex Group plc | 2,762 | $1.62M | 0.03% | −123,238−97.8% | Reduced |
| Bourgeon Capital Management LLC | 2,762 | $1.62M | 0.30% | +17+0.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,764 | $1.62M | 0.50% | −30−1.1% | Reduced |
| NCP Inc. | 2,765 | $1.62M | 0.83% | +464+20.2% | Added |
| Occidental Asset Management, LLC | 2,767 | $1.62M | 0.25% | +10.0% | Added |
| Old Port Advisors | 2,771 | $1.62M | 0.47% | +3+0.1% | Added |
| Priebe Wealth Holdings LLC | 2,782 | $1.63M | 1.11% | −333−10.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,783 | $1.63M | 0.41% | −700−20.1% | Reduced |
| Addenda Capital Inc. | 2,778 | $1.63M | 0.06% | +2,778 | New |
| Philadelphia Trust Co | 2,787 | $1.63M | 0.12% | −9−0.3% | Reduced |
| D.B. Root & Company, LLC | 2,789 | $1.63M | 0.52% | −244−8.0% | Reduced |
| Confluence Wealth Services, Inc. | 2,686 | $1.64M | 0.11% | −939−25.9% | Reduced |
| Warburton Capital Management, LLC | 2,798 | $1.64M | 1.23% | +2,798 | New |
| Tranquilli Financial Advisor LLC | 2,803 | $1.64M | 1.04% | +425+17.9% | Added |
| Robinson Smith Wealth Advisors LLC | 2,803 | $1.64M | 1.39% | +601+27.3% | Added |
| Guardian Asset Advisors, LLC | 2,799 | $1.64M | 1.05% | +98+3.6% | Added |
| Index Fund Advisors, Inc. | 2,806 | $1.64M | 0.09% | −398−12.4% | Reduced |
| Vaughan David Investments LLC | 2,810 | $1.65M | 0.04% | +170+6.4% | Added |
| Stenger Family Office, LLC | 2,813 | $1.65M | 0.56% | +2,813 | New |
| Front Row Advisors LLC | 2,804 | $1.65M | 0.57% | +50+1.8% | Added |
| Two Sigma Securities, LLC | 2,814 | $1.65M | 0.30% | +367+15.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 2,816 | $1.65M | 1.14% | +2,816 | New |
| Legacy Financial Advisors, Inc. | 2,819 | $1.65M | 0.27% | +546+24.0% | Added |
| Fortem Financial Group, LLC | 2,820 | $1.65M | 0.64% | +80+2.9% | Added |
| MSH Capital Advisors LLC | 2,820 | $1.65M | 0.52% | +39+1.4% | Added |
| Core Wealth Advisors, Inc. | 2,821 | $1.65M | 0.55% | +27+1.0% | Added |
| Caxton Corp | 2,823 | $1.65M | 9.94% | −44−1.5% | Reduced |
| Morningstar Investment Services LLC | 2,823 | $1.66M | 0.15% | +2,823 | New |
| High Probability Advisors, LLC | 2,826 | $1.66M | 0.30% | −25−0.9% | Reduced |
| Culbertson A N & Co Inc | 2,826 | $1.66M | 0.26% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 2,829 | $1.66M | 0.23% | −8−0.3% | Reduced |
| Manske Wealth Management | 2,836 | $1.66M | 0.66% | +2,836 | New |
| BlackDiamond Wealth Management Inc. | 2,838 | $1.66M | 0.96% | +78+2.8% | Added |
| Cannon Financial Strategists, Inc. | 2,846 | $1.67M | 0.29% | −10.0% | Reduced |
| Sutton Place Investors LLC | 2,853 | $1.67M | 0.97% | +85+3.1% | Added |
| Bonfire Financial | 2,854 | $1.68M | 1.52% | +2,854 | New |
| Congress Park Capital LLC | 2,865 | $1.68M | 0.61% | −163−5.4% | Reduced |
| RIA Advisory Group LLC | 2,865 | $1.68M | 0.57% | +1,340+87.9% | Added |
| Leigh Baldwin & Co., LLC | 2,866 | $1.68M | 1.42% | +2,866 | New |
| Citizens & Northern Corp | 2,871 | $1.68M | 0.46% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 2,873 | $1.68M | 0.87% | +50+1.8% | Added |
| Frisch Financial Group, Inc. | 2,870 | $1.69M | 0.51% | −8−0.3% | Reduced |
| Legacy Financial Group LLC | 2,880 | $1.69M | 0.27% | +2,880 | New |
| Promus Capital, LLC | 2,883 | $1.69M | 1.30% | +2,883 | New |