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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| New Perspectives, Inc | 379 | $222.2K | 0.12% | −30−7.3% | Reduced |
| Clarity Wealth Development LLC | 369 | $222.2K | 0.24% | +369 | New |
| RiverTree Advisors, LLC | 380 | $222.7K | 0.15% | 00.0% | Unchanged |
| Silver Oak Wealth Advisors Services, LLC | 381 | $223.3K | 0.20% | +381 | New |
| Arcadia Wealth Management, LLC | 383 | $224.5K | 0.11% | +23+6.4% | Added |
| Asio Capital, LLC | 386 | $226.4K | 0.04% | +386 | New |
| Puff Wealth Management, LLC | 387 | $226.8K | 0.40% | +387 | New |
| Weybosset Research & Management LLC | 388 | $227.0K | 0.08% | 00.0% | Unchanged |
| Kickstand Ventures, LLC. | 389 | $228.0K | 0.06% | −4−1.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 390 | $228.6K | 0.07% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 390 | $228.6K | 0.05% | 00.0% | Unchanged |
| Bowman & Co S.C. | 392 | $229.7K | 0.12% | +1+0.3% | Added |
| PMG Wealth Management, Inc. | 392 | $229.7K | 0.21% | +392 | New |
| Lighthouse Financial LLC | 392 | $229.7K | 0.19% | +392 | New |
| Oxford Wealth Group, LLC | 393 | $230.2K | 0.15% | +393 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 394 | $230.9K | 0.24% | +6+1.5% | Added |
| Tectonic Advisors LLC | 394 | $231.0K | 0.02% | +394 | New |
| Hendershot Investments Inc. | 395 | $231.6K | 0.03% | +395 | New |
| Koa Wealth Management, LLC | 396 | $232.1K | 0.19% | −107−21.3% | Reduced |
| Wealthcare Capital Management LLC | 397 | $232.7K | 0.02% | +397 | New |
| Kiely Wealth Advisory Group, Inc. | 385 | $232.9K | 0.15% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 398 | $233.1K | 0.12% | +1+0.3% | Added |
| CMC Financial Group | 398 | $233.3K | 0.50% | −99−19.9% | Reduced |
| Sterling Group Wealth Management, LLC | 399 | $233.8K | 0.12% | −4−1.0% | Reduced |
| Moller Financial Services | 399 | $233.8K | 0.06% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 400 | $234.0K | 0.10% | 00.0% | Unchanged |
| Grand Jean Capital Management Inc | 400 | $234.4K | 0.05% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 400 | $234.4K | 0.05% | 00.0% | Unchanged |
| CFC Planning Co LLC | 401 | $235.3K | 0.25% | +401 | New |
| First Bank & Trust | 402 | $235.6K | 0.05% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 402 | $235.6K | 0.10% | 00.0% | Unchanged |
| Cadence Wealth Management LLC | 402 | $235.8K | 0.16% | +7+1.8% | Added |
| Innovative Advisory Group, LLC | 402 | $235.8K | 0.21% | +402 | New |
| Avalon Advisory Group | 403 | $236.2K | 0.11% | 00.0% | Unchanged |
| WPG Advisers, LLC | 403 | $236.2K | 0.22% | +403 | New |
| Durante & Waters, LLC | 405 | $237.4K | 0.20% | 00.0% | Unchanged |
| Illumine Investment Management, LLC | 405 | $237.4K | 0.20% | +405 | New |
| Red Mountain Financial, LLC | 406 | $237.9K | 0.26% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 406 | $238.1K | 0.18% | −83−17.0% | Reduced |
| Southern Capital Advisors, LLC | 409 | $239.6K | 0.13% | −11−2.6% | Reduced |
| Peak Financial Management, Inc. | 408 | $239.6K | 0.07% | +408 | New |
| Archer Investment Management, LLC | 410 | $240.0K | 0.15% | +410 | New |
| Panoramic Investment Advisors, LLC | 410 | $240.3K | 0.16% | +4+1.0% | Added |
| Prodigy Asset Management LLC | 411 | $240.9K | 0.21% | +411 | New |
| Gallagher Capital Advisors, LLC | 412 | $241.2K | 0.18% | +412 | New |
| Inman Jager Wealth Management, LLC | 414 | $242.6K | 0.19% | +414 | New |
| Banco BTG Pactual S.A. | 416 | $243.2K | 0.06% | −297−41.7% | Reduced |
| Heritage Family Offices, LLP | 416 | $243.8K | 0.12% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 415 | $244.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 419 | $245.0K | 0.07% | +6+1.5% | Added |
| Whitener Capital Management, Inc. | 419 | $245.6K | 0.07% | −10−2.3% | Reduced |
| Trust Co of Kansas | 420 | $246.0K | 0.12% | 00.0% | Unchanged |
| McRae Capital Management Inc | 420 | $246.2K | 0.05% | −69−14.1% | Reduced |
| Barnett & Company, Inc. | 420 | $246.2K | 0.16% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 421 | $246.7K | 0.04% | −68−13.9% | Reduced |
| Adaptive Financial Consulting, LLC | 421 | $246.8K | 0.10% | 00.0% | Unchanged |
| Biondo Investment Advisors, LLC | 423 | $247.9K | 0.03% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 423 | $248.2K | 0.08% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 421 | $249.6K | 0.14% | −29−6.4% | Reduced |
| M. Kraus & Co | 426 | $249.7K | 0.07% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 429 | $251.3K | 0.27% | −38−8.1% | Reduced |
| Signature Wealth Management Group | 429 | $251.4K | 0.10% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 430 | $252.1K | 0.08% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 432 | $253.0K | 0.06% | +2+0.5% | Added |
| ROSS\JOHNSON & Associates LLC | 432 | $253.2K | 5.86% | +432 | New |
| Riversedge Advisors, LLC | 433 | $253.8K | 0.06% | +1+0.2% | Added |
| Adapt Wealth Advisors, LLC | 434 | $254.4K | 0.13% | −27−5.9% | Reduced |
| Vista Private Wealth Partners. LLC | 434 | $254.5K | 0.10% | +164+60.7% | Added |
| TradeWell Securities, LLC. | 436 | $255.5K | 0.13% | +436 | New |
| DF Dent & Co Inc | 437 | $256.1K | 0.00% | −65−12.9% | Reduced |
| M Wealth Management, LLC | 437 | $256.1K | 0.23% | +437 | New |
| Fox Hill Wealth Management | 437 | $256.2K | 0.14% | +33+8.2% | Added |
| DORVAL Corp | 441 | $258.5K | 0.10% | +441 | New |
| Integrated Capital Management, LLC | 442 | $259.0K | 0.14% | −38−7.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 443 | $259.6K | 0.12% | −2−0.4% | Reduced |
| Pachira Investments Inc. | 442 | $260.1K | 0.16% | 00.0% | Unchanged |
| Strategic Planning Group, LLC | 445 | $260.9K | 0.05% | +11+2.5% | Added |
| Stanley-Laman Group, Ltd. | 447 | $262.0K | 0.04% | −381−46.0% | Reduced |
| Kennedy Investment Group | 448 | $262.8K | 0.12% | −13−2.8% | Reduced |
| Golden Bell Financial Planning LLC | 449 | $263.1K | 0.26% | +449 | New |
| Schulhoff & Co Inc | 450 | $263.7K | 0.12% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 451 | $264.3K | 0.16% | −79−14.9% | Reduced |
| Bluesphere Advisors, LLC | 451 | $264.3K | 0.13% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 452 | $264.7K | 0.02% | +1+0.2% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 452 | $265.2K | 0.26% | +452 | New |
| Investment Counsel Co of Nevada | 453 | $265.6K | 0.67% | +453 | New |
| Regency Capital Management Inc. | 454 | $265.8K | 0.14% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 454 | $266.1K | 0.14% | 00.0% | Unchanged |
| MJP Associates Inc | 454 | $266.1K | 0.05% | −15−3.2% | Reduced |
| Diligent Investors, LLC | 454 | $266.4K | 0.06% | 00.0% | Unchanged |
| Keystone Financial Services, LLC | 455 | $266.7K | 0.24% | +455 | New |
| Mascoma Wealth Management LLC | 456 | $267.3K | 0.07% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 460 | $267.5K | 0.17% | +63+15.9% | Added |
| Commons Capital, LLC | 457 | $267.8K | 0.24% | +59+14.8% | Added |
| Brio Consultants, LLC | 458 | $268.4K | 0.04% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 458 | $268.4K | 0.02% | +44+10.6% | Added |
| Pecaut & Co. | 459 | $269.1K | 0.09% | 00.0% | Unchanged |
| Bernzott Capital Advisors | 460 | $269.6K | 0.13% | +460 | New |
| Winnow Wealth LLC | 464 | $271.8K | 0.27% | +464 | New |
| one8zero8, LLC | 464 | $271.9K | 0.06% | +464 | New |