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 |
|---|---|---|---|---|---|
| LWM Advisory Services, LLC | 35,168 | $20.6M | 14.33% | −1,091−3.0% | Reduced |
| LMCG Investments, LLC | 35,107 | $20.6M | 1.26% | +30,308+631.5% | Added |
| Victory Capital Management Inc | 34,974 | $20.5M | 0.02% | +20,535+142.2% | Added |
| Banque de Luxembourg S.A. | 34,778 | $20.5M | 11.01% | +34,778 | New |
| Compass Planning Associates Inc | 34,908 | $20.5M | 20.77% | +34,908 | New |
| Financial Engines Advisors L.L.C. | 34,714 | $20.3M | 0.04% | −1,380−3.8% | Reduced |
| Nuveen Asset Management, LLC | 34,619 | $20.3M | 0.01% | +26,224+312.4% | Added |
| Saiph Capital, LLC | 34,597 | $20.3M | 9.20% | −664−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 34,522 | $20.2M | 0.66% | +9,555+38.3% | Added |
| Watts Gwilliam & Co., LLC | 34,317 | $20.2M | 4.27% | −1,175−3.3% | Reduced |
| Brave Asset Management Inc | 34,465 | $20.2M | 6.42% | −610−1.7% | Reduced |
| Cobblestone Capital Advisors LLC | 34,425 | $20.2M | 1.10% | +56+0.2% | Added |
| Beacon Bridge Wealth Partners, LLC | 34,393 | $20.2M | 8.56% | −1,238−3.5% | Reduced |
| Virtue Capital Management, LLC | 34,085 | $20.0M | 4.02% | +1,802+5.6% | Added |
| Meridian Wealth Advisors, LLC | 34,003 | $19.9M | 3.29% | +150.0% | Added |
| Global Trust Asset Management, LLC | 33,828 | $19.8M | 7.52% | −1,069−3.1% | Reduced |
| Aspen Investment Management Inc | 33,667 | $19.7M | 9.16% | +229+0.7% | Added |
| Hummer Financial Advisory Services Inc | 33,467 | $19.7M | 15.56% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 33,273 | $19.6M | 0.28% | +2,106+6.8% | Added |
| Black Maple Capital Management LP | 33,295 | $19.5M | 14.86% | −4,000−10.7% | Reduced |
| Pinnacle Family Advisors, LLC | 33,120 | $19.4M | 9.40% | +20,266+157.7% | Added |
| Aprio Wealth Management, LLC | 33,117 | $19.4M | 2.83% | −307−0.9% | Reduced |
| Magnolia Capital Management Ltd | 33,036 | $19.4M | 15.38% | −1,273−3.7% | Reduced |
| New England Private Wealth Advisors LLC | 32,880 | $19.3M | 3.05% | −80.0% | Reduced |
| Country Club Bank | 32,735 | $19.3M | 1.29% | +748+2.3% | Added |
| Dynamic Advisor Solutions LLC | 32,749 | $19.2M | 0.83% | −28,725−46.7% | Reduced |
| Delta Financial Advisors LLC | 32,723 | $19.2M | 7.13% | +1,412+4.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 32,514 | $19.1M | 6.84% | +57+0.2% | Added |
| PCG Asset Management, LLC | 32,501 | $19.0M | 16.71% | +32,501 | New |
| Gateway Wealth Partners, LLC | 32,493 | $19.0M | 4.93% | −229−0.7% | Reduced |
| Baron Financial Group, LLC | 32,457 | $19.0M | 11.80% | −607−1.8% | Reduced |
| Seven Mile Advisory | 32,443 | $19.0M | 12.13% | −338−1.0% | Reduced |
| Second Line Capital, LLC | 32,221 | $18.9M | 5.11% | +186+0.6% | Added |
| Soltis Investment Advisors LLC | 32,282 | $18.9M | 1.75% | +1,973+6.5% | Added |
| Resolute Partners Group | 32,132 | $18.9M | 3.81% | −1,189−3.6% | Reduced |
| Coastline Trust Co | 32,158 | $18.8M | 2.21% | +4,169+14.9% | Added |
| Fayez Sarofim & Co | 32,137 | $18.8M | 0.05% | +10,057+45.5% | Added |
| Aspire Private Capital, LLC | 32,135 | $18.8M | 4.67% | −5,985−15.7% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 32,113 | $18.8M | 4.40% | −3,275−9.3% | Reduced |
| New Wave Wealth Advisors LLC | 32,069 | $18.8M | 7.70% | +7,088+28.4% | Added |
| Blue Investment Partners LLC | 32,027 | $18.8M | 6.89% | −233−0.7% | Reduced |
| Pioneer Trust Bank N A | 31,959 | $18.7M | 4.71% | +870+2.8% | Added |
| First Manhattan Co | 31,791 | $18.7M | 0.05% | −2,602−7.6% | Reduced |
| SlateStone Wealth, LLC | 31,892 | $18.7M | 1.83% | −77,615−70.9% | Reduced |
| Winthrop Advisory Group LLC | 31,886 | $18.7M | 2.24% | +74+0.2% | Added |
| Atlas Private Wealth Advisors | 31,882 | $18.7M | 2.65% | −284−0.9% | Reduced |
| Central Bank & Trust Co | 31,682 | $18.6M | 2.81% | −3,179−9.1% | Reduced |
| Cornerstone Capital, Inc. | 31,561 | $18.5M | 1.95% | −280−0.9% | Reduced |
| Romano Brothers and Company | 31,513 | $18.5M | 2.33% | −26−0.1% | Reduced |
| Trust Co of the South | 31,352 | $18.4M | 3.74% | −197−0.6% | Reduced |
| Royal Capital Wealth Management, LLC | 31,338 | $18.4M | 12.88% | +712+2.3% | Added |
| EWG Elevate Inc. | 31,319 | $18.4M | 5.59% | +5,917+23.3% | Added |
| Intrepid Financial Planning Group LLC | 31,193 | $18.3M | 7.72% | −1,332−4.1% | Reduced |
| Landmark Wealth Management, Inc. | 31,097 | $18.2M | 8.87% | −2,094−6.3% | Reduced |
| Oakworth Capital, Inc. | 31,055 | $18.2M | 1.25% | +735+2.4% | Added |
| Citizens Business Bank | 26,192 | $18.2M | 3.40% | +9,442+56.4% | Added |
| Safe Harbor Fiduciary, LLC | 31,011 | $18.2M | 18.52% | −789−2.5% | Reduced |
| Black Swift Group, LLC | 30,985 | $18.2M | 3.85% | +9,873+46.8% | Added |
| J. Goldman & Co LP | 30,908 | $18.1M | 0.64% | −114,418−78.7% | Reduced |
| Henshaw Capital LLC | 30,900 | $18.1M | 0.75% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 30,896 | $18.1M | 0.76% | −2,734−8.1% | Reduced |
| FSC Wealth Advisors, LLC | 30,797 | $18.0M | 11.62% | +1,185+4.0% | Added |
| JCP Investment Management, LLC | 30,669 | $18.0M | 10.63% | 00.0% | Unchanged |
| Sepio Capital, LP | 30,746 | $18.0M | 1.44% | −7,286−19.2% | Reduced |
| Verity Asset Management, Inc. | 36,191 | $18.0M | 10.15% | +2,051+6.0% | Added |
| Private Advisory Group LLC | 30,637 | $18.0M | 2.01% | −3,725−10.8% | Reduced |
| Heritage Trust Co | 30,449 | $17.8M | 2.10% | +30,449 | New |
| Private Trust Co NA | 30,423 | $17.8M | 1.83% | −1,693−5.3% | Reduced |
| LifeSteps Financial, Inc. | 30,405 | $17.8M | 13.67% | +18+0.1% | Added |
| Penobscot Investment Management Company, Inc. | 30,387 | $17.8M | 1.62% | +483+1.6% | Added |
| Dohj, LLC | 30,371 | $17.8M | 4.11% | +3,961+15.0% | Added |
| YHB Investment Advisors, Inc. | 30,365 | $17.8M | 1.46% | +1,066+3.6% | Added |
| Paragon Financial Partners, Inc. | 30,323 | $17.8M | 13.38% | −1,097−3.5% | Reduced |
| J. Safra Sarasin Holding AG | 30,297 | $17.8M | 0.30% | −1,141−3.6% | Reduced |
| Cornerstone Wealth Management, LLC | 30,260 | $17.7M | 1.20% | +688+2.3% | Added |
| Sincerus Advisory, LLC | 30,145 | $17.7M | 18.95% | +30,145 | New |
| Arete Wealth Advisors, LLC | 30,124 | $17.7M | 1.27% | +7,258+31.7% | Added |
| Accurate Wealth Management, LLC | 30,404 | $17.6M | 3.39% | +15,105+98.7% | Added |
| BW Gestao de Investimentos Ltda. | 30,000 | $17.6M | 0.82% | −24,300−44.8% | Reduced |
| Lockheed Martin Investment Management Co | 30,000 | $17.6M | 0.70% | 00.0% | Unchanged |
| TKG Advisors, LLC | 28,858 | $17.5M | 8.09% | +1,115+4.0% | Added |
| James J. Burns & Company, LLC | 29,935 | $17.5M | 3.05% | +8,596+40.3% | Added |
| Evergreen Capital Management LLC | 29,810 | $17.5M | 0.57% | −557−1.8% | Reduced |
| Legal & General Group Plc | 29,900 | $17.5M | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 29,699 | $17.4M | 1.04% | +619+2.1% | Added |
| Moloney Securities Asset Management, LLC | 29,669 | $17.4M | 2.33% | +475+1.6% | Added |
| Koshinski Asset Management, Inc. | 29,665 | $17.4M | 1.49% | +1,183+4.2% | Added |
| WealthBridge Capital Management, LLC | 29,631 | $17.4M | 4.82% | −102−0.3% | Reduced |
| E&G Advisors, LP | 29,625 | $17.4M | 4.71% | +3,971+15.5% | Added |
| Tolleson Wealth Management, Inc. | 29,479 | $17.3M | 3.55% | −46,860−61.4% | Reduced |
| Solstein Capital, LLC | 29,466 | $17.3M | 9.65% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 29,440 | $17.3M | 0.27% | −296−1.0% | Reduced |
| Great Lakes Advisors, LLC | 29,348 | $17.2M | 0.15% | +5,504+23.1% | Added |
| Signature Estate & Investment Advisors LLC | 29,188 | $17.1M | 0.43% | +191+0.7% | Added |
| SEI Investments Co | 29,151 | $17.1M | 0.02% | −349−1.2% | Reduced |
| Kesler, Norman & Wride, LLC | 29,132 | $17.1M | 3.69% | +638+2.2% | Added |
| Invictus Private Wealth, LLC | 29,106 | $17.1M | 1.30% | −279−0.9% | Reduced |
| American Asset Management Inc. | 28,991 | $17.0M | 17.28% | −43,789−60.2% | Reduced |
| Genesis Wealth Advisors, LLC | 28,911 | $16.9M | 14.77% | +28,911 | New |
| Nixon Peabody Trust Co | 28,855 | $16.9M | 1.39% | +290+1.0% | Added |