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 |
|---|---|---|---|---|---|
| Blue Capital, Inc. | 1,029 | $603.1K | 0.43% | +1,029 | New |
| GK Wealth Management LLC | 1,030 | $604.1K | 0.77% | +1,030 | New |
| Braun-Bostich & Associates Inc. | 1,031 | $604.2K | 0.44% | +48+4.9% | Added |
| 25 LLC | 1,032 | $604.7K | 0.26% | −300−22.5% | Reduced |
| Insight Wealth Partners, LLC | 1,032 | $605.0K | 0.38% | +2+0.2% | Added |
| Certior Financial Group, LLC | 1,033 | $605.4K | 0.54% | +1,033 | New |
| TD Capital Management LLC | 1,034 | $606.0K | 0.06% | +3+0.3% | Added |
| Unified Investment Management | 1,035 | $606.4K | 0.69% | +1,035 | New |
| Villere St Denis J & Co LLC | 1,035 | $606.6K | 0.05% | −102−9.0% | Reduced |
| Azimuth Capital Investment Management LLC | 1,036 | $607.2K | 0.02% | +116+12.6% | Added |
| JB Capital LLC | 1,037 | $607.6K | 0.03% | +1+0.1% | Added |
| Compass Financial Group, Inc. | 1,038 | $608.4K | 0.29% | −24−2.3% | Reduced |
| Better Money Decisions, LLC | 1,039 | $608.8K | 0.42% | +1+0.1% | Added |
| Mendel Money Management | 1,039 | $608.9K | 0.27% | +56+5.7% | Added |
| Riggs Asset Managment Co. Inc. | 1,036 | $609.4K | 0.16% | −60−5.5% | Reduced |
| J2 Capital Management Inc | 1,040 | $609.5K | 0.57% | +1,040 | New |
| Keystone Financial Services | 1,040 | $609.7K | 0.23% | +2+0.2% | Added |
| Colton Groome Financial Advisors, LLC | 1,041 | $610.1K | 0.23% | +351+50.9% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,042 | $610.5K | 0.29% | +2+0.2% | Added |
| Mullaney, Keating & Wright, Inc. | 1,042 | $610.6K | 0.41% | +13+1.3% | Added |
| Vision Capital Management, Inc. | 1,043 | $611.3K | 0.09% | +113+12.2% | Added |
| Security National Bank | 1,044 | $611.9K | 0.09% | −63−5.7% | Reduced |
| Bay Capital Advisors, LLC | 1,044 | $611.9K | 0.49% | +1,044 | New |
| Smith Shellnut Wilson LLC | 1,050 | $615.4K | 0.27% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 1,050 | $615.4K | 0.41% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 1,051 | $615.9K | 0.17% | 00.0% | Unchanged |
| Eclectic Associates Inc | 1,052 | $616.3K | 0.18% | −108−9.3% | Reduced |
| NavPoint Financial, Inc. | 1,052 | $616.3K | 0.49% | +4+0.4% | Added |
| Elite Life Management LLC | 1,053 | $617.4K | 1.83% | −5−0.5% | Reduced |
| Clark Estates Inc | 1,054 | $617.7K | 0.12% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 1,056 | $619.0K | 0.63% | +1,056 | New |
| KRS Capital Management, LLC | 1,057 | $619.5K | 0.44% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 1,061 | $621.7K | 0.28% | −1,257−54.2% | Reduced |
| Access Financial Services, Inc. | 1,216 | $622.4K | 0.28% | +5+0.4% | Added |
| Nova R Wealth, Inc. | 1,065 | $624.0K | 0.31% | +4+0.4% | Added |
| Choice Wealth Advisors, LLC | 1,070 | $627.1K | 0.32% | +721+206.6% | Added |
| Traveka Wealth, LLC | 1,072 | $628.3K | 0.35% | 00.0% | Unchanged |
| Interactive Financial Advisors | 1,073 | $629.4K | 0.33% | −43−3.9% | Reduced |
| Level Wealth Management LLC | 1,077 | $631.0K | 0.45% | +1,077 | New |
| Beck Bode, LLC | 1,078 | $631.8K | 0.12% | −474−30.5% | Reduced |
| Tenret Co LLC | 1,082 | $634.3K | 0.40% | +531+96.4% | Added |
| North Forty Two & Co. | 1,085 | $635.7K | 0.73% | +1,085 | New |
| Ritter Daniher Financial Advisory LLC | 1,085 | $635.9K | 0.18% | −25−2.3% | Reduced |
| Code Waechter LLC | 1,088 | $637.7K | 0.56% | −66−5.7% | Reduced |
| Hamilton Capital Partners, LLC | 1,088 | $637.7K | 0.40% | +1,088 | New |
| Variant Private Wealth, LLC | 1,089 | $638.2K | 0.61% | +1,089 | New |
| Sara-Bay Financial | 1,088 | $640.5K | 0.24% | −23−2.1% | Reduced |
| Chico Wealth RIA | 1,094 | $641.2K | 0.56% | 00.0% | Unchanged |
| MWA Asset Management | 1,095 | $641.8K | 0.43% | −414−27.4% | Reduced |
| Transatlantique Private Wealth LLC | 1,095 | $641.8K | 0.24% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,095 | $641.9K | 0.21% | +15+1.4% | Added |
| Wilkins Investment Counsel Inc | 1,096 | $642.3K | 0.09% | 00.0% | Unchanged |
| Lauer Wealth, LLC | 1,096 | $642.3K | 0.43% | +1,096 | New |
| Mainstay Capital Management LLC | 1,098 | $643.5K | 0.10% | +177+19.2% | Added |
| Gen-Wealth Partners Inc | 1,099 | $643.9K | 0.28% | −15−1.3% | Reduced |
| Maryland Capital Advisors Inc. | 1,101 | $645.3K | 0.30% | +351+46.8% | Added |
| Xcel Wealth Management, LLC | 1,104 | $647.0K | 0.18% | −11−1.0% | Reduced |
| Terra Nova Asset Management LLC | 1,105 | $647.7K | 0.49% | −14−1.3% | Reduced |
| Lincoln Capital LLC | 1,106 | $648.1K | 0.14% | +60+5.7% | Added |
| MN Wealth Advisors, LLC | 1,110 | $651.0K | 0.37% | +3+0.3% | Added |
| Strathmore Capital Advisors, Inc. | 1,113 | $652.3K | 0.47% | +1,113 | New |
| Allodium Investment Consultants, LLC | 1,113 | $652.3K | 0.54% | +1,113 | New |
| FSA Advisors, Inc. | 1,114 | $652.9K | 0.80% | −1,476−57.0% | Reduced |
| Altrius Capital Management Inc | 1,117 | $654.8K | 0.18% | −75−6.3% | Reduced |
| Avant Financial Advisors LLC | 1,118 | $655.2K | 0.60% | +1,118 | New |
| Hager Investment Management Services, LLC | 1,119 | $655.7K | 0.41% | +1,119 | New |
| Banque Transatlantique SA | 1,119 | $656.5K | 0.02% | +1,119 | New |
| Riverview Capital Advisers, LLC | 1,122 | $657.8K | 0.20% | −1−0.1% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,122 | $657.9K | 0.33% | −102−8.3% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 1,124 | $658.8K | 0.81% | +1,124 | New |
| AG Asset Advisory, LLC | 1,127 | $660.5K | 0.66% | +1,127 | New |
| Beck Capital Management, LLC | 1,128 | $660.9K | 0.18% | −27−2.3% | Reduced |
| Foster Group, Inc. | 1,128 | $661.1K | 0.03% | −99−8.1% | Reduced |
| Financial Sense Advisors, Inc. | 1,130 | $662.2K | 0.22% | +3+0.3% | Added |
| Karpus Management, Inc. | 1,130 | $662.3K | 0.02% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 1,131 | $662.6K | 0.14% | +1,131 | New |
| IVC Wealth Advisors LLC | 1,132 | $663.4K | 0.37% | −4−0.4% | Reduced |
| Gradient Capital Advisors, LLC | 1,133 | $664.1K | 0.21% | −23−2.0% | Reduced |
| SWMG, LLC | 1,096 | $664.6K | 0.26% | +62+6.0% | Added |
| BCGM Wealth Management, LLC | 1,136 | $665.8K | 0.21% | −346−23.3% | Reduced |
| American Money Management, LLC | 1,136 | $665.8K | 0.13% | −77−6.3% | Reduced |
| Darwin Advisors, LLC | 1,136 | $666.0K | 0.22% | +53+4.9% | Added |
| Sageworth Trust Co of South Dakota | 1,139 | $667.5K | 0.84% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,140 | $668.1K | 0.26% | −186−14.0% | Reduced |
| Innovative Wealth Building LLC | 1,140 | $668.4K | 0.60% | +1,140 | New |
| Harbor Group, Inc. | 1,143 | $670.0K | 0.15% | −21−1.8% | Reduced |
| Moseley Investment Management Inc | 1,145 | $670.8K | 0.26% | +531+86.5% | Added |
| BostonPremier Wealth LLC | 1,145 | $670.9K | 0.41% | +1,145 | New |
| 3EDGE Asset Management, LP | 1,145 | $671.1K | 0.04% | −8−0.7% | Reduced |
| Atlas Wealth Partners, LLC | 1,147 | $672.0K | 0.85% | +540+89.0% | Added |
| Avaii Wealth Management, LLC | 1,148 | $672.8K | 0.33% | −14−1.2% | Reduced |
| Silverlake Wealth Management LLC | 1,151 | $674.5K | 0.26% | +66+6.1% | Added |
| Jamison Private Wealth Management, Inc. | 1,151 | $674.8K | 0.10% | −14−1.2% | Reduced |
| Sage Financial Management Group, Inc. | 1,157 | $678.0K | 0.25% | 00.0% | Unchanged |
| Certus Wealth Management, LLC | 1,124 | $679.9K | 0.46% | 00.0% | Unchanged |
| Exeter Financial, LLC | 1,161 | $680.4K | 0.31% | −3−0.3% | Reduced |
| Ardent Capital Management, Inc. | 1,161 | $680.4K | 0.31% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,162 | $681.0K | 0.22% | −4−0.3% | Reduced |
| Concord Asset Management, LLC | 1,164 | $682.2K | 0.15% | +334+40.2% | Added |
| Pointe Capital Management LLC | 1,164 | $682.5K | 0.39% | 00.0% | Unchanged |