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 |
|---|---|---|---|---|---|
| Everstar Asset Management, LLC | 780 | $457.1K | 0.32% | +326+71.8% | Added |
| Entrewealth, LLC | 804 | $457.2K | 0.42% | +804 | New |
| Emory University | 781 | $457.7K | 0.66% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 781 | $458.0K | 0.19% | +78+11.1% | Added |
| CCM Investment Advisers LLC | 779 | $458.2K | 0.05% | +145+22.9% | Added |
| RF&L Wealth Management, LLC | 782 | $458.3K | 0.32% | −60−7.1% | Reduced |
| Crew Capital Management, Ltd. | 783 | $458.9K | 0.38% | −20−2.5% | Reduced |
| Boulder Wealth Advisors, LLC | 787 | $461.1K | 0.24% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 788 | $461.9K | 0.06% | −124−13.6% | Reduced |
| Gimbal Financial | 790 | $462.8K | 0.38% | +2+0.3% | Added |
| Emergent Wealth Advisors, LLC | 791 | $463.6K | 0.34% | −3−0.4% | Reduced |
| Morse Asset Management, Inc | 791 | $463.6K | 0.11% | −807−50.5% | Reduced |
| Harbor Advisory Corp | 791 | $463.6K | 0.15% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 794 | $465.3K | 0.75% | +148+22.9% | Added |
| Kelly Financial Group LLC | 794 | $465.3K | 0.17% | +794 | New |
| Strategic Investment Solutions, Inc. | 811 | $466.7K | 0.16% | +179+28.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 797 | $467.1K | 0.05% | −554−41.0% | Reduced |
| City Center Advisors, LLC | 798 | $467.7K | 0.53% | +8+1.0% | Added |
| Clifford Group, LLC | 799 | $468.3K | 0.36% | +44+5.8% | Added |
| Compton Wealth Advisory Group, LLC | 800 | $468.9K | 0.12% | 00.0% | Unchanged |
| Bollard Group LLC | 800 | $469.0K | 0.01% | 00.0% | Unchanged |
| Baxter Bros Inc | 801 | $469.6K | 0.06% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 802 | $470.1K | 0.01% | +237+41.9% | Added |
| WestHill Financial Advisors, Inc. | 802 | $470.2K | 0.11% | −3−0.4% | Reduced |
| Sound Financial Strategies Group, LLC | 803 | $470.6K | 0.39% | +803 | New |
| Lee Financial Co | 803 | $470.8K | 0.07% | +14+1.8% | Added |
| Strive Asset Management, LLC | 804 | $471.2K | 0.35% | +804 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 805 | $471.8K | 0.92% | 00.0% | Unchanged |
| Boston Standard Wealth Management, LLC | 805 | $472.0K | 0.09% | +99+14.0% | Added |
| Adell Harriman & Carpenter Inc | 808 | $473.6K | 0.03% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 808 | $473.6K | 0.18% | −887−52.3% | Reduced |
| Professional Financial Advisors, LLC | 808 | $473.7K | 0.12% | +23+2.9% | Added |
| Heritage Wealth Partners, LLC | 809 | $474.4K | 0.60% | −7−0.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 810 | $474.7K | 0.03% | −8−1.0% | Reduced |
| Arcadia Investment Management Corp | 811 | $475.3K | 0.08% | +74+10.0% | Added |
| Family Wealth Group, LLC | 811 | $475.5K | 0.37% | +140+20.9% | Added |
| Marble Harbor Investment Counsel, LLC | 814 | $477.0K | 0.05% | 00.0% | Unchanged |
| Forum Private Client Group LLC | 816 | $478.2K | 0.21% | +37+4.7% | Added |
| Tarbox Family Office, Inc. | 821 | $481.2K | 0.08% | +1+0.1% | Added |
| Mittelman Wealth Management | 823 | $482.3K | 0.45% | −98−10.6% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 825 | $483.3K | 0.16% | +825 | New |
| 44 Wealth Management LLC | 827 | $484.6K | 0.19% | +384+86.7% | Added |
| HC Advisors, LLC | 827 | $484.7K | 0.39% | +21+2.6% | Added |
| Correct Capital Wealth Management | 828 | $485.3K | 0.10% | +18+2.2% | Added |
| Waterford Advisors, LLC | 828 | $485.3K | 0.25% | −86−9.4% | Reduced |
| Elevated Capital Advisors, LLC | 828 | $485.3K | 0.13% | 00.0% | Unchanged |
| Sprinkle Financial Consultants LLC | 829 | $485.9K | 0.33% | −70−7.8% | Reduced |
| Elite Financial, Inc. | 832 | $487.0K | 0.26% | +832 | New |
| Planned Solutions, Inc. | 833 | $488.5K | 0.20% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 834 | $488.8K | 0.11% | 00.0% | Unchanged |
| Vantage Point Financial LLC | 835 | $489.2K | 0.26% | +835 | New |
| Redwood Financial Network Corp | 836 | $490.0K | 0.36% | +15+1.8% | Added |
| Adamsbrown Wealth Consultants LLC | 837 | $490.4K | 0.17% | +15+1.8% | Added |
| Cookson Peirce & Co Inc | 837 | $490.5K | 0.02% | +150+21.8% | Added |
| Woodley Farra Manion Portfolio Management Inc | 836 | $491.6K | 0.02% | +97+13.1% | Added |
| Barton Investment Management | 839 | $491.7K | 0.05% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 841 | $492.9K | 0.24% | +251+42.5% | Added |
| Wealth Management Associates, Inc. | 841 | $492.9K | 0.21% | +24+2.9% | Added |
| Farrow Financial Inc. | 840 | $494.1K | 0.32% | −25−2.9% | Reduced |
| Partnership Wealth Management, LLC | 846 | $495.8K | 0.41% | +192+29.4% | Added |
| ARK & TLK Investments, LLC | 847 | $496.4K | 0.17% | +33+4.1% | Added |
| TTP Investments, Inc. | 848 | $496.9K | 0.17% | −4−0.5% | Reduced |
| Rahlfs Capital, LLC | 850 | $498.2K | 0.49% | +850 | New |
| Advocacy Wealth Management Services, LLC | 852 | $499.3K | 0.04% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 853 | $499.7K | 0.17% | +1+0.1% | Added |
| Fishman Jay A Ltd | 855 | $501.1K | 0.05% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 859 | $503.5K | 0.10% | −140−14.0% | Reduced |
| Cambridge Financial Group, Inc. | 860 | $504.0K | 0.21% | +860 | New |
| Knuff & Co LLC | 860 | $504.0K | 0.15% | +860 | New |
| Focused Wealth Management, Inc | 863 | $506.0K | 0.07% | +129+17.6% | Added |
| Bull Oak Capital, LLC | 865 | $506.9K | 0.28% | +130+17.7% | Added |
| Hoffman, Alan N Investment Management | 865 | $507.0K | 0.23% | +94+12.2% | Added |
| Trace Wealth Advisors, LLC | 870 | $509.9K | 0.46% | +870 | New |
| Balanced Wealth Group LLC | 848 | $510.2K | 0.23% | −5−0.6% | Reduced |
| Whitcomb & Hess, Inc. | 872 | $511.0K | 0.16% | +130+17.5% | Added |
| Princeton Global Asset Management LLC | 872 | $511.0K | 0.10% | +58+7.1% | Added |
| Alliance Wealth Management Group | 872 | $511.1K | 0.14% | +30+3.6% | Added |
| WealthCare Investment Partners, LLC | 875 | $511.3K | 0.22% | −38−4.2% | Reduced |
| Family Firm, Inc. | 875 | $513.0K | 0.11% | −16−1.8% | Reduced |
| Painted Porch Advisors LLC | 877 | $513.9K | 0.25% | +90+11.4% | Added |
| Umpqua Bank | 883 | $514.1K | 0.18% | −224−20.2% | Reduced |
| Fortitude Family Office, LLC | 878 | $514.6K | 0.18% | +29+3.4% | Added |
| Ames National Corp | 878 | $514.6K | 0.35% | +878 | New |
| Advocate Group LLC | 879 | $515.1K | 0.10% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 879 | $515.1K | 0.44% | +879 | New |
| Salvus Wealth Management, LLC | 881 | $516.0K | 0.33% | +15+1.7% | Added |
| CLG LLC | 881 | $516.4K | 0.18% | +881 | New |
| Buck Wealth Strategies, LLC | 882 | $517.1K | 0.11% | +423+92.2% | Added |
| Readystate Asset Management LP | 883 | $517.5K | 0.02% | −28,191−97.0% | Reduced |
| Boyd Wealth Management, LLC | 883 | $517.5K | 0.26% | +94+11.9% | Added |
| Picton Mahoney Asset Management | 883 | $518.0K | 0.02% | −187−17.5% | Reduced |
| Chemung Canal Trust Co | 884 | $518.1K | 0.11% | +29+3.4% | Added |
| Pacific Sun Financial Corp | 884 | $518.3K | 0.28% | +167+23.3% | Added |
| Mason & Associates Inc | 885 | $518.7K | 0.12% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 888 | $520.3K | 0.30% | −409−31.5% | Reduced |
| Acas, LLC | 862 | $520.9K | 0.39% | +303+54.2% | Added |
| Carnegie Lake Advisors LLC | 889 | $521.0K | 0.21% | 00.0% | Unchanged |
| Onefund, LLC | 890 | $521.6K | 0.50% | −306−25.6% | Reduced |
| Grant Private Wealth Management Inc | 891 | $522.2K | 0.56% | +891 | New |
| Leslie Global Wealth, LLC | 892 | $522.8K | 0.24% | −2,613−74.6% | Reduced |