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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; 4,668 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.

Institutional holdersQ4 2024: 4,242 institutions
Q1 2021: 2,734 institutionsQ2 2021: 2,744 institutionsQ3 2021: 2,758 institutionsQ4 2021: 3,181 institutionsQ1 2022: 3,144 institutionsQ2 2022: 3,099 institutionsQ3 2022: 3,059 institutionsQ4 2022: 3,310 institutionsQ1 2023: 3,268 institutionsQ2 2023: 3,310 institutionsQ3 2023: 3,329 institutionsQ4 2023: 3,694 institutionsQ1 2024: 3,705 institutionsQ2 2024: 3,766 institutionsQ3 2024: 3,807 institutionsQ4 2024: 4,242 institutionsQ1 2025: 4,189 institutionsQ2 2025: 4,245 institutionsQ3 2025: 4,264 institutionsQ4 2025: 4,646 institutionsQ1 2026: 4,600 institutionsQ2 2026: 4,668 institutions
Value heldQ4 2024: $342.5B
Q1 2021: $225.0BQ2 2021: $231.3BQ3 2021: $245.4BQ4 2021: $290.9BQ1 2022: $258.8BQ2 2022: $207.3BQ3 2022: $200.9BQ4 2022: $207.8BQ1 2023: $214.8BQ2 2023: $249.1BQ3 2023: $230.9BQ4 2023: $295.1BQ1 2024: $304.2BQ2 2024: $299.6BQ3 2024: $328.5BQ4 2024: $342.5BQ1 2025: $313.6BQ2 2025: $343.0BQ3 2025: $357.7BQ4 2025: $374.7BQ1 2026: $356.9BQ2 2026: $448.3B
Institutions holding SPY and their total value by quarter
QuarterHoldersValue
Q2 20264,668$448.3B
Q1 20264,600$356.9B
Q4 20254,646$374.7B
Q3 20254,264$357.7B
Q2 20254,245$343.0B
Q1 20254,189$313.6B
Q4 20244,242$342.5B
Q3 20243,807$328.5B
Q2 20243,766$299.6B
Q1 20243,705$304.2B
Q4 20233,694$295.1B
Q3 20233,329$230.9B
Q2 20233,310$249.1B
Q1 20233,268$214.8B
Q4 20223,310$207.8B
Q3 20223,059$200.9B
Q2 20223,099$207.3B
Q1 20223,144$258.8B
Q4 20213,181$290.9B
Q3 20212,758$245.4B
Q2 20212,744$231.3B
Q1 20212,734$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.

Institutions holding SPY in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Contravisory Investment Management, Inc.194$113.6K0.02%−8−4.0%Reduced
Rosenberg Matthew Hamilton195$114.3K0.03%+195New
Financial Gravity Companies, Inc.199$116.6K0.03%+20+11.2%Added
Campbell Capital Management Inc200$117.2K0.05%+200New
Brown Shipley& Co Ltd202$118.4K0.06%00.0%Unchanged
Standard Family Office LLC210$123.1K0.15%00.0%Unchanged
Prudent Man Investment Management, Inc.214$125.5K0.07%+214New
FWL Investment Management, LLC215$126.0K0.05%+140+186.7%Added
Cadent Capital Advisors, LLC219$128.2K0.04%+1+0.5%Added
ZynergyRetirementPlanningLLC229$131.4K0.09%00.0%Unchanged
Mendota Financial Group, LLC228$133.6K0.09%+16+7.5%Added
Pacifica Partners Inc.231$135.0K0.06%00.0%Unchanged
Tradewinds Capital Management, LLC234$137.1K0.04%+66+39.3%Added
Ridgewood Investments LLC235$137.7K0.07%00.0%Unchanged
Hoey Investments, Inc237$138.9K0.02%−487−67.3%Reduced
Atala Financial Inc238$139.5K0.10%+238New
Loomis Sayles & Co L P239$140.0K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC241$141.2K0.08%00.0%Unchanged
Clark Wealth Partners245$143.5K0.11%+245New
Osterweis Capital Management Inc–$148.3K0.01%––
Conquis Financial LLC253$148.3K0.15%+253New
Aspetuck Financial Management LLC257$150.6K0.12%+257New
Fourth Dimension Wealth, LLC263$154.1K0.08%+263New
Stephens Consulting, LLC269$157.7K0.04%00.0%Unchanged
Avion Wealth271$158.0K0.04%00.0%Unchanged
WFA Asset Management Corp272$159.6K0.09%00.0%Unchanged
Values First Advisors, Inc.278$162.9K0.09%+134+93.1%Added
Alpha DNA Investment Management LLC280$164.1K0.09%00.0%Unchanged
William B. Walkup & Associates, Inc.280$164.1K0.10%00.0%Unchanged
Westend Capital Management, LLC294$172.4K0.05%00.0%Unchanged
Financial Freedom, LLC297$174.2K0.09%00.0%Unchanged
Grayhawk Investment Strategies Inc.300$175.8K0.34%+300New
Endeavor Private Wealth, Inc.301$176.5K0.17%+301New
WealthTrak Capital Management LLC304$178.2K0.15%+304New
JCIC Asset Management Inc.305$178.8K0.07%00.0%Unchanged
Salzhauer Michael60,000$180.0K0.09%+60,000New
Chelsea Counsel Co310$182.3K0.09%00.0%Unchanged
Highline Wealth Partners LLC314$184.3K0.06%−13−4.0%Reduced
Thompson Investment Management, Inc.323$189.3K0.03%−79−19.7%Reduced
Koesten, Hirschmann & Crabtree, INC.323$189.3K0.11%−91−22.0%Reduced
Cyrus J. Lawrence, LLC326$191.0K0.04%+1+0.3%Added
Accredited Wealth Management, LLC326$191.7K0.17%+326New
BNP Paribas330$193.8K0.01%00.0%Unchanged
PFS Partners, LLC331$193.8K0.11%+1+0.3%Added
Principia Wealth Advisory, LLC333$195.2K0.18%+333New
Keener Financial Planning LLC340$199.0K0.12%00.0%Unchanged
MTM Financial Group, LLC342$200.3K0.12%+342New
Outfitter Financial LLC342$200.4K0.16%+342New
Edgemoor Investment Advisors, Inc.342$200.9K0.02%+342New
Affinity Investment Advisors, LLC344$201.6K0.17%+344New
Phocas Financial Corp.345$202.2K0.03%+345New
Envision Financial Planning, LLC345$202.2K0.10%+345New
GDS Wealth Management346$202.5K0.02%+346New
Inlet Private Wealth, LLC347$203.4K0.05%+347New
Satovsky Asset Management LLC347$203.6K0.05%+347New
Gibraltar Capital Management, Inc.348$203.7K0.09%+348New
Valued Retirements, Inc.349$204.7K0.28%00.0%Unchanged
Kraematon Investment Advisors, Inc350$204.9K0.20%+1+0.3%Added
Gleason Group, Inc.350$205.3K0.04%+1+0.3%Added
HBC Financial Services, PLLC352$206.0K0.13%00.0%Unchanged
Hyperion Capital Advisors LP352$206.3K0.11%00.0%Unchanged
Genesis Private Wealth, LLC352$206.3K0.11%+352New
Davidson Investment Advisors353$206.9K0.01%00.0%Unchanged
Inspire Advisors, LLC354$207.5K0.03%+354New
Private Wealth Management Group, LLC355$208.1K0.08%00.0%Unchanged
Pacific Asset Management, LLC356$208.5K0.20%+356New
Financial Connections Group, Inc.357$209.0K0.10%00.0%Unchanged
Leading Edge Financial Planning LLC358$209.8K0.07%−33−8.4%Reduced
Phraction Management LLC359$210.4K0.07%−140−28.1%Reduced
Avitas Wealth Management LLC359$210.4K0.03%+359New
Fusion Capital, LLC359$210.4K0.08%00.0%Unchanged
STRS Ohio360$211.0K0.00%−10−2.7%Reduced
JP Wealth Management, Inc.361$211.6K0.16%+361New
Uncommon Cents Investing LLC361$211.7K0.06%00.0%Unchanged
One Wealth Advisors, LLC362$211.9K0.03%00.0%Unchanged
Stevens Capital Management LP361$212.0K0.08%−117,617−99.7%Reduced
Pacific Point Advisors, LLC353$212.4K0.13%+353New
Synergy Investment Management, LLC363$212.7K0.09%+363New
Clearview Wealth Advisors LLC363$212.9K0.16%+363New
Capstone Wealth Management Group, LLC363$212.9K0.11%+1+0.3%Added
Strengthening Families & Communities, LLC363$213.0K0.12%+1+0.3%Added
Advisory Resource Group365$213.9K0.05%−2−0.5%Reduced
Compass Advisory Group LLC364$214.0K0.08%−3−0.8%Reduced
Balanced Rock Investment Advisor369$216.2K0.17%00.0%Unchanged
Blume Capital Management, Inc.369$216.3K0.05%00.0%Unchanged
KMT Wealth Management, LLC369$216.3K0.17%+369New
Hamilton Wealth, LLC370$216.9K0.05%−65−14.9%Reduced
Strategic Advocates LLC372$217.8K0.07%−189−33.7%Reduced
Benson Investment Management Company, Inc.372$217.9K0.09%+15+4.2%Added
Cornerstone National Bank & Trust Co372$218.0K0.10%00.0%Unchanged
Alpha Advisors, LLC372$218.0K0.22%+372New
Paul R. Ried Financial Group, LLC373$218.6K0.15%+373New
Bey-Douglas LLC374$219.2K0.19%00.0%Unchanged
KWB Wealth383$219.8K0.03%00.0%Unchanged
TCP Asset Management, LLC375$219.8K0.05%00.0%Unchanged
Sykon Capital LLC375$219.8K0.08%00.0%Unchanged
Wealth Group, Ltd.375$220.0K0.14%+375New
CarsonAllaria Wealth Management, Ltd.377$221.1K0.13%+1+0.3%Added
Hoge Financial Services, LLC378$221.6K0.16%−35−8.5%Reduced
Peterson Wealth Advisors, LLC375$222.1K0.04%+1+0.3%Added