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 |
|---|---|---|---|---|---|
| Maridea Wealth Management LLC | 464 | $272.1K | 0.09% | +464 | New |
| Security National Bank of So Dak | 465 | $272.5K | 0.15% | +465 | New |
| Moulton Wealth Management, Inc | 466 | $272.9K | 0.21% | −26−5.3% | Reduced |
| Continuum Wealth Advisors, LLC | 469 | $274.9K | 0.14% | +469 | New |
| Puzo Michael J | 470 | $275.5K | 0.08% | +470 | New |
| Kerntke Otto McGlone Wealth Management Group | 470 | $276.0K | 0.20% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 15,099 | $276.9K | 0.12% | +14,649+3,255.3% | Added |
| Reliant Investment Partners, LLC | 476 | $279.0K | 0.25% | +476 | New |
| Andrew Hill Investment Advisors, Inc. | 476 | $279.2K | 0.21% | +22+4.8% | Added |
| Richard P Slaughter Associates Inc | 477 | $279.3K | 0.06% | −2−0.4% | Reduced |
| Argent Advisors, Inc. | 477 | $279.6K | 0.10% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 478 | $280.0K | 0.15% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 478 | $280.1K | 0.16% | −5−1.0% | Reduced |
| Blackhill Capital Inc | 478 | $280.1K | 0.01% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 478 | $280.1K | 0.20% | +478 | New |
| WESPAC Advisors SoCal, LLC | 478 | $280.3K | 0.06% | +72+17.7% | Added |
| Efficient Advisors, LLC | 479 | $280.6K | 0.02% | +479 | New |
| Private Management Group Inc | 484 | $283.7K | 0.01% | +484 | New |
| Wisconsin Wealth Advisors, LLC | 485 | $284.0K | 0.42% | +485 | New |
| Continental Investors Services, Inc. | 477 | $284.5K | 0.57% | −12−2.5% | Reduced |
| Clay Northam Wealth Management, LLC | 486 | $284.8K | 0.18% | +8+1.7% | Added |
| Schiavi & Co LLC | 488 | $286.0K | 0.11% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 488 | $286.0K | 0.26% | +488 | New |
| Teachers Insurance & Annuity Association of America | 489 | $286.6K | 0.38% | −482−49.6% | Reduced |
| Viawealth, LLC | 489 | $286.6K | 0.17% | 00.0% | Unchanged |
| Petix & Botte Co | 490 | $287.2K | 0.08% | 00.0% | Unchanged |
| CWC Advisors, LLC. | 492 | $288.4K | 0.29% | +10+2.1% | Added |
| Clear Investment Research, LLC | 493 | $288.9K | 0.38% | 00.0% | Unchanged |
| Dash Acquisitions Inc. | 478 | $289.0K | 0.06% | +478 | New |
| Twelve Points Wealth Management LLC | 493 | $289.2K | 0.08% | −39−7.3% | Reduced |
| Summitry LLC | 494 | $289.5K | 0.01% | +494 | New |
| ShoreHaven Wealth Partners, LLC | 495 | $290.1K | 0.14% | 00.0% | Unchanged |
| Tme Financial, Inc. | 508 | $291.3K | 0.27% | +508 | New |
| Kings Path Partners LLC | 497 | $291.5K | 0.12% | −6−1.2% | Reduced |
| Teamwork Financial Advisors, LLC | 498 | $292.1K | 0.04% | +9+1.8% | Added |
| Fiduciary Advisors, Inc. | 500 | $293.1K | 0.29% | +500 | New |
| Dynamic Financial Group | 501 | $293.6K | 0.30% | +501 | New |
| Plan A Wealth LLC | 501 | $293.6K | 0.27% | +501 | New |
| Richardson Capital Management LLC | 502 | $294.0K | 0.19% | −4−0.8% | Reduced |
| Coco Enterprises, LLC | 503 | $294.2K | 0.18% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 502 | $294.4K | 0.27% | −237−32.1% | Reduced |
| Cornerstone Management, Inc. | 503 | $294.8K | 0.06% | −30−5.6% | Reduced |
| Vantage Investment Partners, LLC | 504 | $295.0K | 0.03% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 504 | $295.4K | 0.06% | −3−0.6% | Reduced |
| Boomfish Wealth Group, LLC | 504 | $295.4K | 0.18% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 504 | $295.4K | 0.24% | +5+1.0% | Added |
| Detalus Advisors, LLC | 504 | $295.5K | 0.10% | −60−10.6% | Reduced |
| Court Place Advisors, LLC | 505 | $296.0K | 0.10% | +1+0.2% | Added |
| Stillwater Capital Advisors, LLC | 507 | $297.1K | 0.04% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 486 | $297.5K | 0.16% | −7,226−93.7% | Reduced |
| Financial Strategies Group, Inc. | 513 | $297.8K | 0.07% | −38−6.9% | Reduced |
| Compagnie Lombard Odier SCmA | 509 | $298.3K | 0.00% | −1,198−70.2% | Reduced |
| West Wealth Group, LLC | 509 | $298.6K | 0.09% | +13+2.6% | Added |
| Schulz Wealth, LTD. | 510 | $298.9K | 0.23% | 00.0% | Unchanged |
| Elefante Mark B | 510 | $298.9K | 0.27% | +510 | New |
| Kestra Investment Management, LLC | 512 | $300.0K | 0.01% | +76+17.4% | Added |
| Ogorek Anthony Joseph | 513 | $300.0K | 0.10% | +513 | New |
| Straight Path Wealth Management | 512 | $300.0K | 0.12% | −24−4.5% | Reduced |
| Elequin Capital LP | 513 | $300.7K | 0.03% | +443+632.9% | Added |
| Kiker Wealth Management, LLC | 513 | $300.7K | 0.24% | +513 | New |
| Johnson Bixby & Associates, LLC | 514 | $301.2K | 0.05% | +4+0.8% | Added |
| Worth Asset Management, LLC | 514 | $301.4K | 0.16% | 00.0% | Unchanged |
| Community Bank of Raymore | 515 | $301.8K | 0.24% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 516 | $302.7K | 0.24% | +516 | New |
| Skyline Advisors, Inc. | 519 | $304.4K | 0.12% | +98+23.3% | Added |
| Client 1st Advisory Group, LLC | 520 | $304.8K | 0.12% | −135−20.6% | Reduced |
| Future Financial Wealth Managment LLC | 520 | $304.8K | 0.22% | 00.0% | Unchanged |
| Mechanics Financial Corp | 521 | $305.3K | 0.14% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 523 | $306.2K | 0.12% | +1+0.2% | Added |
| Flynn Zito Capital Management, LLC | 524 | $307.0K | 0.14% | +14+2.7% | Added |
| Walker Financial Services, Inc. | 526 | $308.4K | 0.18% | −89−14.5% | Reduced |
| DAGCO, Inc. | 527 | $308.9K | 0.10% | +295+127.2% | Added |
| Longview Financial Advisors LLC | 527 | $308.9K | 0.21% | +527 | New |
| Covington Investment Advisors Inc. | 527 | $309.0K | 0.05% | +527 | New |
| United Bank | 528 | $309.4K | 0.13% | 00.0% | Unchanged |
| Summit Investment Advisors, Inc. | 508 | $309.6K | 0.28% | +508 | New |
| Petra Financial Advisors Inc | 528 | $309.7K | 0.21% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 529 | $310.0K | 0.08% | −600−53.1% | Reduced |
| Security National Bank of Sioux City Iowa | 530 | $310.6K | 0.22% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 531 | $311.0K | 0.06% | +78+17.2% | Added |
| Disciplined Equity Management, Inc. | 532 | $311.8K | 0.20% | −14−2.6% | Reduced |
| Somerville Kurt F | 533 | $312.4K | 0.05% | +47+9.7% | Added |
| Spectrum Planning & Advisory Services Inc. | 533 | $312.4K | 0.27% | +3+0.6% | Added |
| Spectrum Investment Advisors, Inc. | 534 | $312.9K | 0.21% | +125+30.6% | Added |
| Aquire Wealth Advisors, LLC | 534 | $313.0K | 0.10% | +29+5.7% | Added |
| Gray Private Wealth, LLC | 535 | $313.4K | 0.19% | +41+8.3% | Added |
| PYA Waltman Capital, LLC | 535 | $313.6K | 0.10% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 536 | $314.0K | 0.15% | +1+0.2% | Added |
| Trajan Wealth LLC | 540 | $316.5K | 0.02% | +540 | New |
| Stonekeep Investments, LLC | 542 | $317.8K | 0.24% | −40−6.9% | Reduced |
| LongView Asset Management LLC | 542 | $317.8K | 0.28% | +542 | New |
| First National Advisers, LLC | 543 | $318.2K | 0.05% | −84−13.4% | Reduced |
| Vista Finance, LLC | 543 | $318.4K | 0.33% | +543 | New |
| Park Capital Management, LLC | 545 | $319.4K | 0.38% | +545 | New |
| WESPAC Advisors, LLC | 546 | $319.9K | 0.24% | −1,077−66.4% | Reduced |
| Poehling Capital Management, LLC | 547 | $320.6K | 0.08% | +100+22.4% | Added |
| Artisan Partners Limited Partnership | 548 | $321.2K | 0.00% | +548 | New |
| AF Advisors, Inc. | 550 | $322.3K | 0.04% | −150−21.4% | Reduced |
| Live Oak Investment Partners | – | $322.9K | 0.25% | – | – |
| Lynch & Associates | 553 | $324.1K | 0.07% | −8−1.4% | Reduced |