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 |
|---|---|---|---|---|---|
| Mandatum Life Insurance Co Ltd | 2,885 | $1.69M | 0.50% | 00.0% | Unchanged |
| MA Private Wealth | 2,887 | $1.69M | 0.32% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,863 | $1.69M | 0.87% | +14+0.5% | Added |
| Claret Asset Management Corp | 2,893 | $1.70M | 0.27% | −383−11.7% | Reduced |
| Private Capital Advisors, Inc. | 2,898 | $1.70M | 0.20% | +12+0.4% | Added |
| Birch Hill Investment Advisors LLC | 2,902 | $1.70M | 0.08% | +18+0.6% | Added |
| Beta Wealth Group, Inc. | 2,904 | $1.70M | 0.75% | −55−1.9% | Reduced |
| CapWealth Advisors, LLC | 2,905 | $1.70M | 0.19% | −20−0.7% | Reduced |
| Consilium Wealth Advisory, LLC | 2,905 | $1.70M | 0.81% | −5−0.2% | Reduced |
| Cowa, LLC | 2,909 | $1.70M | 0.79% | −189−6.1% | Reduced |
| Exchange Bank | 2,921 | $1.71M | 1.38% | −20−0.7% | Reduced |
| Ami Asset Management Corp | 2,924 | $1.71M | 0.09% | +7+0.2% | Added |
| Chemistry Wealth Management LLC | 2,926 | $1.71M | 0.40% | −31−1.0% | Reduced |
| Sentry Investment Management LLC | 2,926 | $1.72M | 0.82% | −2,081−41.6% | Reduced |
| Lumbard & Kellner, LLC | 2,932 | $1.72M | 0.74% | 00.0% | Unchanged |
| DSG Capital Advisors, LLC | 2,933 | $1.72M | 0.31% | +2,933 | New |
| Wallace Capital Management Inc. | 2,938 | $1.72M | 0.24% | +120+4.3% | Added |
| Disciplined Investors, L.L.C. | 2,962 | $1.72M | 1.66% | +2,962 | New |
| Register Financial Advisors LLC | 2,939 | $1.72M | 0.86% | +66+2.3% | Added |
| Meeder Advisory Services, Inc. | 2,952 | $1.73M | 0.11% | −64−2.1% | Reduced |
| Clean Yield Group | 2,953 | $1.73M | 0.55% | −108−3.5% | Reduced |
| Meridian Financial, LLC | 2,955 | $1.73M | 1.20% | −49−1.6% | Reduced |
| Newton One Investments LLC | 2,957 | $1.73M | 0.67% | +76+2.6% | Added |
| Coyle Financial Counsel LLC | 2,976 | $1.74M | 0.55% | −633−17.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 2,981 | $1.75M | 0.64% | +49+1.7% | Added |
| Grant/GrossMendelsohn, LLC | 2,984 | $1.75M | 0.91% | +370+14.2% | Added |
| Investment Advisory Services Inc | 2,986 | $1.75M | 0.62% | 00.0% | Unchanged |
| Caxton Associates LP | 2,989 | $1.75M | 0.06% | +2,989 | New |
| Beaton Management Co. Inc. | 2,989 | $1.75M | 0.90% | +240+8.7% | Added |
| Taylor Financial Group, Inc. | 2,992 | $1.75M | 1.21% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 2,992 | $1.75M | 0.86% | −52−1.7% | Reduced |
| Mosley Wealth Management | 2,916 | $1.75M | 1.09% | +216+8.0% | Added |
| Michael B. Yongue | 2,995 | $1.76M | 1.39% | −9−0.3% | Reduced |
| Greystone Financial Group, LLC | 2,996 | $1.76M | 0.31% | +3+0.1% | Added |
| Nordwand Advisors, LLC | 3,000 | $1.76M | 0.72% | 00.0% | Unchanged |
| Gruss & Co., LLC | 3,000 | $1.76M | 7.51% | +3,000 | New |
| Claris Financial LLC | 3,006 | $1.76M | 1.16% | +3,006 | New |
| Forte Capital LLC | 3,008 | $1.76M | 0.20% | +269+9.8% | Added |
| Old Mission Investment Co LLC | 3,008 | $1.76M | 0.52% | +398+15.2% | Added |
| Atom Investors LP | 3,010 | $1.76M | 0.22% | −12,338−80.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,010 | $1.76M | 0.60% | +29+1.0% | Added |
| Mattern Capital Management, LLC | 3,025 | $1.77M | 0.23% | +25+0.8% | Added |
| Exchange Capital Management, Inc. | 3,028 | $1.77M | 0.28% | −65−2.1% | Reduced |
| Wealth Group Ltd | 3,029 | $1.78M | 0.51% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 3,032 | $1.78M | 0.92% | +1,478+95.1% | Added |
| TFC Financial Management | 3,032 | $1.78M | 0.28% | +4+0.1% | Added |
| Capital Investment Counsel, LLC | 3,033 | $1.78M | 0.30% | +282+10.3% | Added |
| Wolff Wiese Magana LLC | 3,042 | $1.78M | 1.18% | +78+2.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,057 | $1.79M | 0.20% | +391+14.7% | Added |
| TrueWealth Financial Partners | 3,059 | $1.79M | 1.11% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 3,074 | $1.80M | 0.90% | +263+9.4% | Added |
| Coastal Investment Advisors, Inc. | 3,044 | $1.80M | 0.74% | +721+31.0% | Added |
| Delta Asset Management LLC | 3,078 | $1.80M | 0.16% | −928−23.2% | Reduced |
| CFS Investment Advisory Services, LLC | 3,079 | $1.80M | 0.16% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 3,081 | $1.81M | 0.66% | +3,081 | New |
| Summit X, LLC | 3,093 | $1.81M | 0.40% | +85+2.8% | Added |
| Westbourne Investment Advisors, Inc. | 3,094 | $1.81M | 0.62% | +262+9.3% | Added |
| Powell Investment Advisors, LLC | 3,086 | $1.81M | 0.84% | −73−2.3% | Reduced |
| Integrity Wealth Solutions LLC | 3,098 | $1.82M | 1.02% | +214+7.4% | Added |
| Robinson Value Management, Ltd. | 3,110 | $1.82M | 1.20% | −323−9.4% | Reduced |
| Peninsula Asset Management Inc | 3,115 | $1.83M | 0.97% | +50+1.6% | Added |
| First PREMIER Bank | 3,119 | $1.83M | 0.47% | 00.0% | Unchanged |
| Midwest Financial Network, LLC | 3,122 | $1.83M | 1.90% | +3,122 | New |
| Vestor Capital, LLC | 3,145 | $1.84M | 0.14% | +85+2.8% | Added |
| Widmann Financial Services, Inc. | 3,147 | $1.84M | 1.43% | −74−2.3% | Reduced |
| Navellier & Associates Inc | 3,147 | $1.84M | 0.22% | +250+8.6% | Added |
| Hanson & Doremus Investment Management | 3,149 | $1.85M | 0.29% | +4+0.1% | Added |
| Community Financial Services Group, LLC | 3,166 | $1.86M | 0.37% | −938−22.9% | Reduced |
| Shaker Investments LLC | 3,169 | $1.86M | 0.78% | −22−0.7% | Reduced |
| Fermata Advisors, LLC | 3,177 | $1.86M | 0.35% | +394+14.2% | Added |
| FSM Wealth Advisors, LLC | 3,155 | $1.87M | 0.46% | +761+31.8% | Added |
| WMG Financial Advisors, LLC | 3,187 | $1.87M | 0.80% | −17−0.5% | Reduced |
| Aire Advisors, LLC | 3,195 | $1.87M | 0.39% | +524+19.6% | Added |
| Edgar Lomax Co | 3,202 | $1.88M | 0.12% | −166−4.9% | Reduced |
| Wambolt & Associates, LLC | 3,202 | $1.88M | 0.60% | −73−2.2% | Reduced |
| Sym Financial Corp | 3,202 | $1.88M | 0.24% | +744+30.3% | Added |
| Rinkey Investments | 3,207 | $1.88M | 0.60% | +154+5.0% | Added |
| FourThought Financial Partners, LLC | 3,208 | $1.88M | 0.20% | +13+0.4% | Added |
| Randolph Co Inc | 3,210 | $1.88M | 0.21% | 00.0% | Unchanged |
| Seros Financial, LLC | 3,457 | $1.88M | 1.69% | +3,457 | New |
| Elevatus Welath Management | 3,216 | $1.88M | 0.64% | +617+23.7% | Added |
| Oarsman Capital, Inc. | 3,217 | $1.89M | 0.33% | +236+7.9% | Added |
| Centurion Wealth Management LLC | 3,217 | $1.89M | 0.59% | −8−0.2% | Reduced |
| Violich Capital Management, Inc. | 3,220 | $1.89M | 0.25% | +67+2.1% | Added |
| Financial Life Planners | 3,228 | $1.89M | 1.59% | +3,228 | New |
| Aventura Private Wealth, LLC | 3,229 | $1.89M | 1.02% | +3,229 | New |
| Geneva Partners, LLC | 3,242 | $1.90M | 0.77% | +2+0.1% | Added |
| Curbstone Financial Management Corp | 3,243 | $1.90M | 0.40% | −84−2.5% | Reduced |
| Mainstream Capital Management LLC | 3,251 | $1.91M | 1.34% | −220−6.3% | Reduced |
| Interchange Capital Partners, LLC | 3,251 | $1.91M | 0.69% | −675−17.2% | Reduced |
| Financial Security Advisor, Inc. | 3,242 | $1.91M | 0.48% | −94−2.8% | Reduced |
| Naviter Wealth, LLC | 3,245 | $1.91M | 0.23% | −80−2.4% | Reduced |
| Johnson Financial Group, LLC | 3,263 | $1.91M | 0.22% | −250−7.1% | Reduced |
| Chickasaw Capital Management LLC | 3,265 | $1.91M | 0.08% | +211+6.9% | Added |
| Charles Schwab Trust Co | 3,269 | $1.92M | 0.16% | +1,228+60.2% | Added |
| Bellwether Advisors, LLC | 3,271 | $1.92M | 0.34% | −36,432−91.8% | Reduced |
| Sabby Management, LLC | 3,280 | $1.92M | 15.65% | +3,280 | New |
| 360 Financial, Inc. | 3,284 | $1.92M | 0.70% | −117−3.4% | Reduced |
| Seeds Investor LLC | 3,291 | $1.93M | 0.55% | +800+32.1% | Added |
| Summit Asset Management, LLC | 3,291 | $1.93M | 0.34% | −96−2.8% | Reduced |