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 |
|---|---|---|---|---|---|
| Legacy Advisory Services, LLC | 894 | $523.4K | 0.45% | −77−7.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 893 | $523.5K | 0.09% | +1+0.1% | Added |
| Herold Advisors, Inc. | 893 | $523.9K | 0.11% | +25+2.9% | Added |
| Triune Financial Partners, LLC | 896 | $525.1K | 0.17% | +3+0.3% | Added |
| Chris Bulman Inc | 897 | $525.7K | 0.34% | +43+5.0% | Added |
| InvesTrust | 894 | $525.9K | 0.15% | +894 | New |
| BankPlus Trust Department | 898 | $526.3K | 0.17% | +898 | New |
| Rowland & Co Investment Counsel | 901 | $528.2K | 0.11% | +10+1.1% | Added |
| Acadian Asset Management LLC | 905 | $529.0K | 0.00% | −104−10.3% | Reduced |
| Bluestem Financial Advisors, LLC | 904 | $529.8K | 0.25% | −43−4.5% | Reduced |
| Weitzel Financial Services, Inc. | 898 | $529.9K | 0.25% | +412+84.8% | Added |
| Aspire Growth Partners LLC | 904 | $530.1K | 0.52% | +904 | New |
| WP Advisors, LLC | 906 | $531.0K | 0.18% | +3+0.3% | Added |
| Trust Co | 909 | $532.6K | 0.06% | +2+0.2% | Added |
| LPWM LLC | 914 | $535.7K | 0.17% | +98+12.0% | Added |
| RPG Investment Advisory, LLC | 914 | $535.8K | 0.07% | +65+7.7% | Added |
| Hill Island Financial LLC | 915 | $536.0K | 0.16% | +2+0.2% | Added |
| Hudock, Inc. | 915 | $536.8K | 0.09% | +1+0.1% | Added |
| Napatree Capital LLC | 917 | $537.3K | 0.32% | −230−20.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 917 | $537.4K | 0.15% | +47+5.4% | Added |
| Enzi Wealth | 886 | $537.5K | 0.20% | +70+8.6% | Added |
| Concentrum Wealth Management | 919 | $538.5K | 0.19% | +12+1.3% | Added |
| Finward Bancorp | 921 | $539.8K | 0.47% | +921 | New |
| Partners in Financial Planning | 922 | $540.4K | 0.11% | +306+49.7% | Added |
| Alteri Wealth LLC | 923 | $541.0K | 0.15% | +923 | New |
| Zullo Investment Group, Inc. | 925 | $542.1K | 0.22% | +15+1.6% | Added |
| JBR Co Financial Management Inc | 929 | $544.5K | 0.33% | +29+3.2% | Added |
| Bosman Wealth Management, LLC | 929 | $544.5K | 0.52% | +929 | New |
| Tepp RIA, LLC | 930 | $544.8K | 0.81% | +930 | New |
| Fulcrum Capital LLC | 930 | $545.1K | 0.11% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 933 | $546.8K | 0.03% | +933 | New |
| Columbus Macro, LLC | 934 | $547.4K | 0.08% | −125−11.8% | Reduced |
| Allied Investment Advisors, LLC | 934 | $547.4K | 0.11% | +15+1.6% | Added |
| AMJ Financial Wealth Management | 935 | $548.0K | 0.15% | +10+1.1% | Added |
| Dopkins Wealth Management, LLC | 935 | $548.0K | 0.28% | +935 | New |
| Quarry Hill Advisors, LLC | 936 | $548.6K | 0.37% | 00.0% | Unchanged |
| Truvestments Capital LLC | 940 | $550.7K | 0.14% | −55−5.5% | Reduced |
| Creekside Partners | 940 | $550.9K | 0.29% | −9−0.9% | Reduced |
| O'Brien Wealth Partners LLC | 942 | $552.1K | 0.10% | −476−33.6% | Reduced |
| Premier Path Wealth Partners, LLC | 943 | $552.7K | 0.08% | +150+18.9% | Added |
| Requisite Capital Management, LLC | 941 | $553.2K | 0.11% | +1+0.1% | Added |
| Probity Advisors, Inc. | 944 | $553.3K | 0.11% | −141−13.0% | Reduced |
| Greenwood Capital Associates LLC | 944 | $553.3K | 0.07% | −30−3.1% | Reduced |
| Eaton Financial Holdings Company, LLC | 944 | $553.3K | 0.21% | +2+0.2% | Added |
| GLOBALT Investments LLC | 946 | $554.4K | 0.02% | −95−9.1% | Reduced |
| Slagle Financial, LLC | 948 | $555.4K | 0.25% | +2+0.2% | Added |
| 180 Wealth Advisors, LLC | 951 | $557.2K | 0.09% | 00.0% | Unchanged |
| Morton Community Bank | 954 | $559.1K | 0.15% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 954 | $559.2K | 0.02% | +301+46.1% | Added |
| Lee Johnson Capital Management, LLC | 956 | $560.3K | 0.30% | 00.0% | Unchanged |
| Vested Financial Planning, LLC | 957 | $561.1K | 0.53% | +957 | New |
| Keudell/Morrison Wealth Management | 962 | $564.0K | 0.15% | +82+9.3% | Added |
| Ruggaard & Associates LLC | 963 | $564.4K | 0.25% | −200−17.2% | Reduced |
| GFG Capital, LLC | 964 | $565.0K | 0.16% | +220+29.6% | Added |
| LeClair Wealth Partners LLC | 970 | $568.5K | 0.38% | +970 | New |
| NCM Capital Management, LLC | 975 | $571.4K | 0.26% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 978 | $573.2K | 0.17% | −2,377−70.8% | Reduced |
| New Harbor Financial Group, LLC | 978 | $573.2K | 0.17% | +319+48.4% | Added |
| Check Capital Management Inc | 978 | $573.3K | 0.04% | +13+1.3% | Added |
| Accelerate Investment Advisors LLC | 981 | $574.7K | 0.51% | +189+23.9% | Added |
| Retirement Solution Inc. | 981 | $574.9K | 0.15% | −741−43.0% | Reduced |
| KWMG, LLC | 981 | $574.9K | 0.06% | +36+3.8% | Added |
| Alpha Financial Advisors, LLC | 982 | $575.8K | 0.26% | +5+0.5% | Added |
| Roanoke Asset Management Corp | 983 | $576.0K | 0.19% | +18+1.9% | Added |
| RS Crum Inc. | 983 | $576.0K | 0.14% | +1+0.1% | Added |
| Roxbury Financial LLC | 957 | $576.9K | 0.56% | +957 | New |
| WealthTrust Asset Management, LLC | 985 | $577.3K | 0.41% | +171+21.0% | Added |
| Stonebrook Private Inc. | 986 | $577.7K | 0.15% | +84+9.3% | Added |
| DeDora Capital, Inc. | 987 | $578.5K | 0.16% | +131+15.3% | Added |
| Walker Asset Management, LLC | 989 | $579.6K | 0.36% | +133+15.5% | Added |
| America First Investment Advisors, LLC | 990 | $580.1K | 0.13% | −74−7.0% | Reduced |
| StoneCrest Wealth Management, Inc. | 991 | $580.8K | 0.38% | −2−0.2% | Reduced |
| Alexis Investment Partners, LLC | 992 | $581.4K | 0.28% | +992 | New |
| Hemington Wealth Management | 994 | $582.0K | 0.15% | +16+1.6% | Added |
| Hazlett, Burt & Watson, Inc. | 996 | $583.0K | 0.26% | +21+2.2% | Added |
| Nestegg Advisors, Inc. | 974 | $583.9K | 0.59% | +974 | New |
| Rhumbline Advisers | 998 | $584.9K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 998 | $584.9K | 0.45% | +998 | New |
| Acima Private Wealth, LLC | 999 | $585.5K | 0.20% | 00.0% | Unchanged |
| Courage Capital Management LLC | 1,000 | $586.0K | 1.21% | +1,000 | New |
| Palisade Capital Management LLC | 1,000 | $586.1K | 0.02% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 1,000 | $586.1K | 0.16% | +3+0.3% | Added |
| SevenBridge Financial Group, LLC | 969 | $586.5K | 0.11% | −13−1.3% | Reduced |
| Rezny Wealth Management, Inc. | 1,001 | $586.7K | 0.14% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 1,001 | $586.9K | 0.29% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,003 | $587.8K | 0.06% | 00.0% | Unchanged |
| Athena Investment Management | 1,006 | $589.4K | 0.34% | 00.0% | Unchanged |
| Investors Research Corp | 1,011 | $592.5K | 0.13% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 1,013 | $593.4K | 0.06% | +1+0.1% | Added |
| Lakewood Asset Management LLC | 1,016 | $595.3K | 0.41% | −26−2.5% | Reduced |
| Elmwood Wealth Management, Inc. | 1,019 | $597.2K | 0.24% | −349−25.5% | Reduced |
| Sunbeam Capital Management, LLC | 1,017 | $597.8K | 0.55% | +1,017 | New |
| Advisory Research Inc | 1,021 | $598.4K | 0.10% | +1,021 | New |
| Atlantic Family Wealth, LLC | 1,022 | $599.5K | 0.71% | +1,022 | New |
| Bogart Wealth, LLC | 1,025 | $600.7K | 0.03% | +218+27.0% | Added |
| Eastover Investment Advisors LLC | 1,025 | $600.7K | 0.28% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 1,025 | $601.0K | 0.17% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 1,028 | $602.0K | 0.08% | +99+10.7% | Added |
| Steinberg Asset Management LLC | 1,028 | $602.5K | 0.44% | 00.0% | Unchanged |
| RDA Financial Network | 1,029 | $603.0K | 0.18% | +17+1.7% | Added |