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 |
|---|---|---|---|---|---|
| Brick & Kyle, Associates | 653 | $383.0K | 0.16% | +653 | New |
| CPR Investments Inc. | 654 | $383.3K | 0.35% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 654 | $383.3K | 0.44% | +654 | New |
| National Wealth Management Group, LLC | 655 | $384.1K | 0.26% | +133+25.5% | Added |
| Colonial River Wealth Management, LLC | 658 | $385.6K | 0.19% | −43−6.1% | Reduced |
| Cutler Capital Management, LLC | 660 | $387.1K | 0.13% | −1−0.2% | Reduced |
| Purkiss Capital Advisors LLC | 661 | $387.7K | 0.33% | +661 | New |
| Parkworth Wealth Management, Inc. | 662 | $387.7K | 0.32% | +662 | New |
| Corundum Trust Company, INC | 662 | $388.0K | 1.16% | −998−60.1% | Reduced |
| Miller Wealth Advisors, LLC | 664 | $389.0K | 0.20% | +2+0.3% | Added |
| Legacy Bridge, LLC | 665 | $389.8K | 0.20% | 00.0% | Unchanged |
| Quest Investment Management LLC | 666 | $390.3K | 0.05% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 668 | $391.7K | 0.28% | +1+0.1% | Added |
| Vickerman Investment Advisors, Inc. | 670 | $392.7K | 0.11% | −45−6.3% | Reduced |
| Great Point Wealth Advisors, LLC | 670 | $392.7K | 0.09% | −5−0.7% | Reduced |
| Pring Turner Capital Group Inc | 671 | $393.3K | 0.26% | −44−6.2% | Reduced |
| Wealthgarden F.S. LLC | 671 | $393.3K | 0.37% | +128+23.6% | Added |
| Burford Brothers, Inc. | 672 | $393.8K | 0.19% | 00.0% | Unchanged |
| HFG Wealth Management, LLC | 687 | $394.2K | 0.26% | +75+12.3% | Added |
| Centennial Wealth Advisory LLC | 677 | $396.7K | 0.16% | −36−5.0% | Reduced |
| Eagle Ridge Investment Management | 678 | $397.4K | 0.03% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 682 | $399.5K | 0.11% | −3−0.4% | Reduced |
| Gill Capital Partners, LLC | 682 | $399.7K | 0.14% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 684 | $400.9K | 0.15% | +3+0.4% | Added |
| Francis Financial, Inc. | 685 | $401.5K | 0.10% | −1,556−69.4% | Reduced |
| Renasant Bank | 685 | $401.5K | 0.26% | +685 | New |
| Beck Mack & Oliver LLC | 687 | $402.6K | 0.01% | 00.0% | Unchanged |
| swisspartners Advisors Ltd | 757 | $402.7K | 0.43% | −20−2.6% | Reduced |
| O'Brien Greene & Co. Inc | 688 | $403.4K | 0.13% | +62+9.9% | Added |
| Strong Tower Advisory Services | 690 | $404.3K | 0.11% | −10−1.4% | Reduced |
| Elgethun Capital Management | 690 | $404.4K | 0.10% | −300−30.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 694 | $406.0K | 0.12% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 693 | $406.3K | 0.14% | +195+39.2% | Added |
| Financial Life Advisors | 694 | $406.7K | 0.15% | −19−2.7% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 695 | $407.3K | 0.41% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 696 | $407.9K | 0.25% | 00.0% | Unchanged |
| Presidio Capital Management, LLC | 700 | $410.1K | 0.22% | −77−9.9% | Reduced |
| Decatur Capital Management, Inc. | 700 | $410.3K | 0.19% | 00.0% | Unchanged |
| Pflug Koory, LLC | 700 | $410.3K | 0.21% | 00.0% | Unchanged |
| Topel & Distasi Wealth Management, LLC | 701 | $410.6K | 0.18% | +4+0.6% | Added |
| Quad-Cities Investment Group, LLC | 703 | $411.8K | 0.20% | +19+2.8% | Added |
| Ade, LLC | 703 | $412.0K | 0.25% | +7+1.0% | Added |
| Cathy Pareto & Associates, Inc | 704 | $412.4K | 0.38% | +704 | New |
| Eagle Harbor Asset Management Inc | 704 | $412.6K | 0.41% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 705 | $413.2K | 0.29% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 705 | $413.2K | 0.10% | 00.0% | Unchanged |
| Atwater Malick LLC | 710 | $416.1K | 0.14% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 711 | $416.7K | 0.09% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 712 | $417.3K | 0.13% | +466+189.4% | Added |
| Prosperity Wealth Management, Inc. | 713 | $417.9K | 0.17% | −84−10.5% | Reduced |
| One Wealth Capital Management, LLC | 714 | $418.6K | 0.21% | +714 | New |
| Western Pacific Wealth Management, LP | 715 | $418.8K | 0.34% | +1+0.1% | Added |
| Regimen Wealth, LLC | 715 | $418.8K | 0.14% | +3+0.4% | Added |
| PSI Advisors, LLC | 716 | $419.1K | 0.12% | −85−10.6% | Reduced |
| Tanager Wealth Management LLP | 714 | $419.9K | 0.05% | −55−7.2% | Reduced |
| Summit Global Investments | 716 | $420.0K | 0.03% | −3,588−83.4% | Reduced |
| Cox Capital Mgt LLC | 717 | $420.2K | 0.27% | +180+33.5% | Added |
| Boothbay Fund Management, LLC | 720 | $422.0K | 0.01% | −15,402−95.5% | Reduced |
| Level Financial Advisors, Inc. | 720 | $422.0K | 0.15% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 720 | $422.0K | 0.09% | +110+18.0% | Added |
| David Kennon Inc | 721 | $422.6K | 0.17% | 00.0% | Unchanged |
| Kaye Capital Management | 722 | $423.3K | 0.19% | −10−1.4% | Reduced |
| Field & Main Bank | 723 | $423.7K | 0.15% | +411+131.7% | Added |
| Louisbourg Investments Inc. | 723 | $423.7K | 0.11% | −13−1.8% | Reduced |
| Parkwoods Wealth Partners, LLC | 723 | $423.9K | 0.34% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 724 | $424.6K | 0.16% | −3−0.4% | Reduced |
| Hobbs Group Advisors, LLC | 726 | $425.5K | 0.16% | +1+0.1% | Added |
| Matisse Capital | 726 | $425.6K | 0.22% | +16+2.3% | Added |
| Brown Wealth Management, LLC | 727 | $426.1K | 0.15% | +119+19.6% | Added |
| Hill Investment Group Partners, LLC | 730 | $427.8K | 0.06% | +5+0.7% | Added |
| Seascape Capital Management | 730 | $428.0K | 0.15% | +2+0.3% | Added |
| Eaton-Cambridge Inc. | 735 | $430.8K | 0.19% | +735 | New |
| New England Professional Planning Group Inc. | 739 | $433.1K | 0.22% | +124+20.2% | Added |
| Gerber, LLC | 741 | $434.1K | 0.32% | −231−23.8% | Reduced |
| Muirfield Wealth Advisors LLC | 741 | $434.3K | 0.36% | −4−0.5% | Reduced |
| Avondale Wealth Management | 742 | $434.7K | 0.28% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 743 | $435.5K | 0.23% | 00.0% | Unchanged |
| Severin Investments, LLC | 744 | $436.1K | 0.43% | +744 | New |
| Timonier Family Office, LTD. | 743 | $436.7K | 0.22% | +743 | New |
| Northwest Financial Advisors | 746 | $437.2K | 0.36% | +1+0.1% | Added |
| AIMZ Investment Advisors, LLC | 748 | $438.6K | 0.15% | −25−3.2% | Reduced |
| Orrstown Financial Services Inc | 749 | $439.0K | 0.12% | −125−14.3% | Reduced |
| Delap Wealth Advisory, LLC | 754 | $441.9K | 0.26% | +754 | New |
| Schoolcraft Capital LLC | 755 | $442.5K | 0.09% | −3−0.4% | Reduced |
| Luts & Greenleigh Group, Inc | 755 | $442.7K | 0.44% | +67+9.7% | Added |
| Landmark Wealth Management, LLC | 756 | $443.0K | 0.20% | −6−0.8% | Reduced |
| Avid Wealth Partners LLC | 756 | $443.1K | 0.31% | 00.0% | Unchanged |
| Stage Harbor Financial, LLC | 757 | $443.7K | 0.39% | −7−0.9% | Reduced |
| Legacy Solutions, LLC | 759 | $444.9K | 0.48% | +759 | New |
| Beacon Investment Advisors LLC | 759 | $445.3K | 0.21% | +2+0.3% | Added |
| Lakeshore Financial Planning, Inc. | 761 | $446.0K | 0.19% | +152+25.0% | Added |
| 5th Street Advisors, LLC | 762 | $446.6K | 0.23% | −355−31.8% | Reduced |
| Murphy & Mullick Capital Management Corp | 764 | $448.9K | 0.41% | +764 | New |
| Peloton Wealth Strategists | 766 | $449.0K | 0.18% | +1+0.1% | Added |
| Kondo Wealth Advisors, Inc. | 769 | $450.8K | 0.23% | +769 | New |
| Vannoy Advisory Group, Inc. | 771 | $451.9K | 0.34% | 00.0% | Unchanged |
| CKW Financial Group | 771 | $452.0K | 0.06% | +137+21.6% | Added |
| McNaughton Wealth Management, LLC | 772 | $452.5K | 0.22% | −8−1.0% | Reduced |
| Capstone Triton Financial Group, LLC | 775 | $454.2K | 0.28% | −14−1.8% | Reduced |
| Coerente Capital Management | 775 | $454.2K | 0.08% | 00.0% | Unchanged |