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 |
|---|---|---|---|---|---|
| West Chester Capital Advisors, Inc | 3,295 | $1.93M | 1.04% | +3,295 | New |
| Ascent Group, LLC | 3,296 | $1.93M | 0.15% | −150−4.4% | Reduced |
| Nomura Asset Management Co Ltd | 3,297 | $1.93M | 0.01% | −145−4.2% | Reduced |
| Halter Ferguson Financial Inc. | 3,303 | $1.94M | 0.82% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 3,304 | $1.94M | 0.92% | 00.0% | Unchanged |
| Falcon Wealth Planning | 3,306 | $1.94M | 0.22% | −448−11.9% | Reduced |
| Horizon Bancorp Inc | 3,308 | $1.94M | 0.91% | +3,095+1,453.1% | Added |
| River Wealth Advisors LLC | 3,309 | $1.94M | 0.26% | −53−1.6% | Reduced |
| Campbell Deegan Wealth Management, LLC | 3,315 | $1.94M | 2.33% | +3,315 | New |
| Sterling Investment Advisors, Ltd. | 3,317 | $1.94M | 0.47% | −79−2.3% | Reduced |
| Costello Asset Management, INC | 3,319 | $1.95M | 1.29% | +149+4.7% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,324 | $1.95M | 0.23% | 00.0% | Unchanged |
| Miramar Capital, LLC | 3,326 | $1.95M | 0.46% | +1,185+55.3% | Added |
| SK Wealth Management, LLC | 3,327 | $1.95M | 0.99% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 3,340 | $1.96M | 1.68% | +3,340 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,340 | $1.96M | 0.74% | −4−0.1% | Reduced |
| Clarkston Capital Partners, LLC | 3,346 | $1.96M | 0.04% | −51−1.5% | Reduced |
| JNBA Financial Advisors | 3,350 | $1.96M | 0.20% | +791+30.9% | Added |
| LVW Advisors, LLC | 3,350 | $1.96M | 0.24% | −184−5.2% | Reduced |
| EMC Capital Management | 3,355 | $1.97M | 1.10% | −4,005−54.4% | Reduced |
| Garner Asset Management Corp | 3,355 | $1.97M | 0.91% | +6+0.2% | Added |
| RTD Financial Advisors, Inc. | 3,357 | $1.97M | 0.25% | −31−0.9% | Reduced |
| Ingalls & Snyder LLC | 3,373 | $1.98M | 0.08% | −599−15.1% | Reduced |
| TFR Capital, LLC. | 3,374 | $1.98M | 0.98% | +3,374 | New |
| WealthPLAN Partners, LLC | 3,380 | $1.98M | 0.28% | −52−1.5% | Reduced |
| Cornerstone Investment Partners, LLC | 3,382 | $1.98M | 0.10% | +2,947+677.5% | Added |
| Miller Financial Services LLC | 3,392 | $1.99M | 1.68% | +3,392 | New |
| Auour Investments LLC | 3,306 | $1.99M | 0.70% | +8+0.2% | Added |
| Cubist Systematic Strategies, LLC | 3,400 | $1.99M | 0.03% | +3,400 | New |
| Delta Capital Management LLC | 3,400 | $1.99M | 1.14% | +3,400 | New |
| Cherry Tree Wealth Management, LLC | 3,406 | $2.00M | 0.49% | −4−0.1% | Reduced |
| Bright Financial Advisors, Inc. | 3,408 | $2.00M | 1.26% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 3,410 | $2.00M | 0.81% | +14+0.4% | Added |
| GW Henssler & Associates Ltd | 3,486 | $2.00M | 0.11% | +10.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 3,416 | $2.00M | 1.25% | +3,416 | New |
| Asset Advisors Investment Management, LLC | 3,418 | $2.00M | 0.21% | −340−9.0% | Reduced |
| Liberty Capital Management, Inc. | 3,419 | $2.00M | 0.44% | 00.0% | Unchanged |
| Astra Wealth Partners LLC | 3,424 | $2.01M | 1.89% | +3,424 | New |
| Whalerock Point Partners, LLC | 3,425 | $2.01M | 0.47% | −99−2.8% | Reduced |
| PUREfi Wealth, LLC | 3,432 | $2.01M | 1.97% | +3,432 | New |
| CoreFirst Bank & Trust | 3,443 | $2.02M | 1.20% | +382+12.5% | Added |
| MontVue Capital Management, Inc. | 3,446 | $2.02M | 1.54% | 00.0% | Unchanged |
| Winebrenner Capital Management LLC | 3,450 | $2.02M | 1.56% | +3,450 | New |
| Agate Pass Investment Management, LLC | 3,454 | $2.02M | 0.92% | −30−0.9% | Reduced |
| Country Trust Bank | 3,455 | $2.02M | 0.05% | 00.0% | Unchanged |
| Patient Capital Management, LLC | 3,463 | $2.03M | 0.09% | +1,977+133.0% | Added |
| Chung Wu Investment Group, LLC | 3,470 | $2.03M | 2.05% | +3,470 | New |
| Maia Wealth LLC | 3,399 | $2.04M | 0.44% | −50−1.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 3,481 | $2.04M | 0.28% | −99−2.8% | Reduced |
| SignalPoint Asset Management, LLC | 3,482 | $2.04M | 0.50% | +2+0.1% | Added |
| Portland Financial Advisors Inc | 3,485 | $2.04M | 5.49% | +3,485 | New |
| Wellington Shields Capital Management, LLC | 3,487 | $2.04M | 0.36% | +569+19.5% | Added |
| Oberweis Asset Management Inc | 3,488 | $2.04M | 0.10% | −91−2.5% | Reduced |
| McCarthy & Cox | 3,493 | $2.05M | 0.71% | −91−2.5% | Reduced |
| Wallace Advisory Group, LLC | 3,569 | $2.05M | 1.42% | −10−0.3% | Reduced |
| Fountainhead AM, LLC | 3,496 | $2.05M | 0.37% | +970+38.4% | Added |
| Tableaux LLC | 3,500 | $2.05M | 1.70% | +3,500 | New |
| Modus Advisors, LLC | 3,505 | $2.05M | 0.64% | −250−6.7% | Reduced |
| Hippocratic Financial Advisors, LLC | 3,507 | $2.06M | 1.43% | +3,507 | New |
| Hoxton Planning & Management, LLC | 3,509 | $2.06M | 0.79% | +2,200+168.1% | Added |
| AlpenGlobal Capital LLC | 3,510 | $2.06M | 1.34% | +3,510 | New |
| Lakeridge Wealth Management LLC | 3,510 | $2.06M | 1.06% | +142+4.2% | Added |
| Meyer Handelman Co | 3,512 | $2.06M | 0.07% | +302+9.4% | Added |
| Wealth Alliance Advisory Group, LLC | 3,522 | $2.06M | 0.44% | +1,067+43.5% | Added |
| AssuredPartners Investment Advisors, LLC | 3,523 | $2.06M | 0.40% | +3,523 | New |
| Manchester Financial Inc | 3,529 | $2.07M | 0.45% | +25+0.7% | Added |
| Dearborn Partners LLC | 3,539 | $2.07M | 0.09% | +1,171+49.5% | Added |
| LGT Financial Advisors LLC | 3,543 | $2.08M | 4.59% | +10+0.3% | Added |
| Uptown Financial Advisors LLC | 3,544 | $2.08M | 2.24% | +3,544 | New |
| Private Capital Management LLC | 3,555 | $2.08M | 0.42% | +134+3.9% | Added |
| Droms Strauss Advisors Inc | 3,557 | $2.08M | 0.68% | −269−7.0% | Reduced |
| Altus Wealth Management, LLC | 3,561 | $2.09M | 0.93% | +394+12.4% | Added |
| Cranbrook Wealth Management, LLC | 3,565 | $2.09M | 0.48% | +457+14.7% | Added |
| Stoneridge Investment Partners LLC | 3,569 | $2.09M | 0.75% | −65−1.8% | Reduced |
| Arbor Investment Advisors, LLC | 3,570 | $2.09M | 0.29% | +175+5.2% | Added |
| Mogy Joel R Investment Counsel Inc | 3,575 | $2.10M | 0.12% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 3,579 | $2.10M | 0.96% | −85−2.3% | Reduced |
| Holistic Planning, LLC | 3,581 | $2.10M | 0.76% | −21−0.6% | Reduced |
| DGS Capital Management, LLC | 3,582 | $2.10M | 0.53% | +956+36.4% | Added |
| Sensible Money, LLC | 3,589 | $2.10M | 0.92% | +56+1.6% | Added |
| Kagan Cocozza Asset Management | 3,590 | $2.10M | 1.75% | +3,590 | New |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $2.11M | 0.35% | 00.0% | Unchanged |
| Sentry LLC | 3,594 | $2.11M | 0.41% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 3,611 | $2.12M | 0.76% | −2,033−36.0% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 3,612 | $2.12M | 0.15% | −45−1.2% | Reduced |
| Trillium Asset Management, LLC | 3,616 | $2.12M | 0.05% | +1,197+49.5% | Added |
| BCS Wealth Management | 3,619 | $2.12M | 0.53% | −208−5.4% | Reduced |
| Fortress Private Ledger, LLC | 3,620 | $2.12M | 1.30% | +3,620 | New |
| Legacy Private Trust Co. | 3,627 | $2.13M | 0.14% | −24−0.7% | Reduced |
| Sage Advisors, LLC | 3,629 | $2.13M | 1.59% | +587+19.3% | Added |
| HBW Advisory Services LLC | 3,631 | $2.13M | 0.32% | +419+13.0% | Added |
| Melfa Wealth Management, LLC | 3,633 | $2.13M | 1.42% | −17−0.5% | Reduced |
| Blue Chip Partners, Inc. | 3,634 | $2.13M | 0.18% | −5−0.1% | Reduced |
| Optima Capital LLC | 3,632 | $2.14M | 1.47% | +3,632 | New |
| Selective Wealth Management, Inc. | 3,669 | $2.14M | 0.87% | −45−1.2% | Reduced |
| Grove Street Fiduciary, LLC | 3,651 | $2.14M | 1.12% | +3,651 | New |
| Miller Howard Investments Inc | 3,654 | $2.14M | 0.07% | +3,198+701.3% | Added |
| United Advisor Group, LLC | 3,660 | $2.14M | 0.42% | −45−1.2% | Reduced |
| Campbell Wealth Management | 3,671 | $2.15M | 0.19% | +330+9.9% | Added |
| VeraBank, N.A. | 3,682 | $2.16M | 0.61% | 00.0% | Unchanged |