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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 28,819 | $16.9M | 0.42% | −5,123−15.1% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 28,789 | $16.9M | 0.33% | −93−0.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 78,678 | $16.9M | 4.17% | −76,451−49.3% | Reduced |
| Salem Investment Counselors Inc | 28,662 | $16.8M | 0.55% | +138+0.5% | Added |
| Y.D. More Investments Ltd | 28,543 | $16.8M | 1.51% | +70+0.2% | Added |
| Cypress Capital, LLC | 28,609 | $16.8M | 4.80% | −6,960−19.6% | Reduced |
| Bleichroeder LP | 28,570 | $16.7M | 4.21% | +26,100+1,056.7% | Added |
| TAP Consulting, LLC | 28,552 | $16.7M | 3.42% | +260+0.9% | Added |
| Lodestar Private Asset Management LLC | 28,527 | $16.7M | 2.09% | −102−0.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 28,526 | $16.7M | 1.39% | +729+2.6% | Added |
| Patton Fund Management, Inc. | 28,431 | $16.7M | 3.26% | −1,000−3.4% | Reduced |
| Benjamin Edwards Inc | 28,302 | $16.6M | 0.24% | +850+3.1% | Added |
| Insight Advisors, LLC | 28,130 | $16.5M | 2.83% | +5,542+24.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 28,139 | $16.5M | 6.20% | −633−2.2% | Reduced |
| American Investment Services, Inc. | 28,231 | $16.5M | 2.93% | +29+0.1% | Added |
| Americana Partners, LLC | 28,213 | $16.5M | 0.68% | −9,048−24.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 27,310 | $16.5M | 6.09% | +60+0.2% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 28,127 | $16.5M | 4.56% | +9,102+47.8% | Added |
| Nilsine Partners, LLC | 28,127 | $16.5M | 1.76% | +1,497+5.6% | Added |
| Trifecta Capital Advisors, LLC | 28,084 | $16.5M | 3.25% | −922−3.2% | Reduced |
| ASB Consultores, LLC | 28,030 | $16.4M | 6.84% | +390+1.4% | Added |
| Avestar Capital, LLC | 27,991 | $16.4M | 1.49% | +8,131+40.9% | Added |
| Sachetta, LLC | 27,913 | $16.4M | 6.46% | +1,226+4.6% | Added |
| Gryphon Financial Partners LLC | 27,803 | $16.3M | 2.34% | −12,039−30.2% | Reduced |
| Prostatis Group LLC | 27,689 | $16.2M | 4.73% | +25,290+1,054.2% | Added |
| Miracle Mile Advisors, LLC | 27,680 | $16.2M | 0.33% | +2,397+9.5% | Added |
| Founders Capital Management, LLC | 27,633 | $16.2M | 2.84% | +1,159+4.4% | Added |
| Clarus Wealth Advisors | 27,780 | $16.2M | 8.04% | +1,898+7.3% | Added |
| Neumann Capital Management, LLC | 27,534 | $16.1M | 5.36% | −159−0.6% | Reduced |
| MONECO Advisors, LLC | 27,508 | $16.1M | 1.70% | +5,219+23.4% | Added |
| Atlantic Union Bankshares Corp | 27,502 | $16.1M | 0.94% | −879−3.1% | Reduced |
| Coldstream Capital Management Inc | 27,350 | $16.0M | 0.34% | +167+0.6% | Added |
| SimpliFi, Inc. | 27,242 | $16.0M | 7.30% | −113−0.4% | Reduced |
| Catalytic Wealth RIA, LLC | 27,236 | $16.0M | 2.81% | −1,338−4.7% | Reduced |
| Rockbridge Investment Management, LCC | 27,181 | $15.9M | 2.04% | +60.0% | Added |
| Kaizen Financial Strategies | 27,140 | $15.9M | 9.01% | +2,083+8.3% | Added |
| Strategic Wealth Partners, Ltd. | 26,081 | $15.9M | 1.32% | −408−1.5% | Reduced |
| Basso Capital Management, L.P. | 27,126 | $15.9M | 13.75% | 00.0% | Unchanged |
| West Branch Capital LLC | 27,088 | $15.9M | 5.06% | +847+3.2% | Added |
| Aaron Wealth Advisors | 27,067 | $15.9M | 1.84% | +3,477+14.7% | Added |
| Apriem Advisors | 27,045 | $15.9M | 1.82% | +460+1.7% | Added |
| Wealth Architects, LLC | 27,030 | $15.8M | 1.79% | +693+2.6% | Added |
| Mainsail Financial Group, LLC | 26,999 | $15.8M | 9.17% | +670+2.5% | Added |
| Relyea Zuckerberg Hanson LLC | 26,935 | $15.8M | 2.12% | +49+0.2% | Added |
| Alphadyne Asset Management LP | 26,928 | $15.8M | 6.54% | +26,928 | New |
| Optas, LLC | 26,906 | $15.8M | 3.40% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 26,822 | $15.7M | 3.10% | −40−0.1% | Reduced |
| McHugh Group, LLC | 26,700 | $15.6M | 11.68% | +26,700 | New |
| South State Corp. | 26,686 | $15.6M | 1.03% | −310−1.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 26,661 | $15.6M | 5.05% | −1,229−4.4% | Reduced |
| Sax Wealth Advisors, LLC | 26,658 | $15.6M | 1.22% | +286+1.1% | Added |
| Clear Street Derivatives LLC | 26,656 | $15.6M | 0.21% | +13,508+102.7% | Added |
| Fiducient Advisors LLC | 26,604 | $15.6M | 1.93% | −1,172−4.2% | Reduced |
| Trilogy Capital Inc. | 26,586 | $15.6M | 0.80% | +21,826+458.5% | Added |
| Stelac Advisory Services LLC | 26,493 | $15.6M | 6.07% | −898−3.3% | Reduced |
| Flagship Private Wealth, LLC | 26,514 | $15.5M | 7.48% | −560−2.1% | Reduced |
| IMA Wealth, Inc. | 26,493 | $15.5M | 1.87% | +26,493 | New |
| Wealthedge Investment Advisors, LLC | 26,470 | $15.5M | 6.99% | +26,470 | New |
| Guerra Advisors Inc | 26,447 | $15.5M | 8.59% | +26,447 | New |
| Norden Group LLC | 26,392 | $15.5M | 1.75% | +856+3.4% | Added |
| Icon Wealth Advisors, LLC | 26,351 | $15.4M | 1.27% | +240+0.9% | Added |
| Peterson Wealth Management | 26,348 | $15.4M | 9.19% | +1,034+4.1% | Added |
| PFG Advisors | 26,226 | $15.4M | 0.94% | −878−3.2% | Reduced |
| Legacy Trust | 26,202 | $15.4M | 3.56% | −1,535−5.5% | Reduced |
| Moors & Cabot, Inc. | 26,194 | $15.4M | 0.73% | +858+3.4% | Added |
| Integrity Financial Corp | 26,152 | $15.3M | 8.81% | +383+1.5% | Added |
| World Equity Group, Inc. | 26,090 | $15.3M | 3.28% | +13,541+107.9% | Added |
| Oldfather Financial Services, LLC | 26,038 | $15.3M | 5.81% | −233−0.9% | Reduced |
| MMBG Investment Advisors Co. | 26,019 | $15.2M | 1.62% | −3,193−10.9% | Reduced |
| Gridiron Partners, LLC | 26,000 | $15.2M | 9.65% | 00.0% | Unchanged |
| Mycio Wealth Partners, LLC | 25,990 | $15.2M | 3.65% | +965+3.9% | Added |
| Titleist Asset Management, LLC | 25,872 | $15.2M | 1.75% | +2,243+9.5% | Added |
| Sage Mountain Advisors LLC | 25,872 | $15.2M | 1.11% | +9,679+59.8% | Added |
| International Assets Investment Management, LLC | 25,652 | $15.0M | 1.25% | −14,234,543−99.8% | Reduced |
| Level Four Advisory Services, LLC | 25,545 | $15.0M | 0.61% | +1,349+5.6% | Added |
| PCG Wealth Advisors, LLC | 25,526 | $15.0M | 5.52% | −445−1.7% | Reduced |
| WSFS Capital Management, LLC | 25,446 | $14.9M | 0.80% | +51+0.2% | Added |
| Inspire Trust Co, N.A. | 25,394 | $14.9M | 3.80% | −727−2.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 25,385 | $14.9M | 0.48% | +665+2.7% | Added |
| Harbour Trust & Investment Management Co | 25,377 | $14.9M | 1.69% | −571−2.2% | Reduced |
| GEM Asset Management, LLC | 25,357 | $14.9M | 8.29% | +30+0.1% | Added |
| Annandale Capital, LLC | 25,301 | $14.8M | 2.94% | −710−2.7% | Reduced |
| Atlas Financial Advisors, Inc. | 25,299 | $14.8M | 23.15% | −1,733−6.4% | Reduced |
| Bouchey Financial Group Ltd | 25,289 | $14.8M | 1.30% | −1,009−3.8% | Reduced |
| Conscious Wealth Investments, LLC | 24,770 | $14.8M | 10.04% | +266+1.1% | Added |
| Rothschild Investment LLC | 25,131 | $14.7M | 0.96% | −75−0.3% | Reduced |
| Texas Yale Capital Corp. | 25,088 | $14.7M | 0.59% | +1,895+8.2% | Added |
| PFC Capital Group, Inc. | 25,066 | $14.7M | 7.11% | −109−0.4% | Reduced |
| Fifth Lane Capital, LP | 25,000 | $14.7M | 43.06% | 00.0% | Unchanged |
| Tandem Investment Partners LLC | 24,999 | $14.7M | 14.02% | +24,999 | New |
| Tortoise Investment Management, LLC | 24,991 | $14.6M | 1.55% | −2,418−8.8% | Reduced |
| Okabena Investment Services Inc | 24,954 | $14.6M | 4.06% | +2,746+12.4% | Added |
| Cacti Asset Management LLC | 24,795 | $14.6M | 1.13% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 24,872 | $14.6M | 1.01% | −2,284−8.4% | Reduced |
| Wesbanco Bank Inc | 24,746 | $14.5M | 0.50% | −3,298−11.8% | Reduced |
| WCG Wealth Advisors LLC | 24,724 | $14.5M | 0.96% | −2,138−8.0% | Reduced |
| Bell Bank | 24,723 | $14.5M | 1.08% | −304−1.2% | Reduced |
| Reyes Financial Architecture, Inc. | 24,714 | $14.5M | 11.39% | +24,714 | New |
| Voisard Asset Management Group, Inc. | 24,687 | $14.5M | 4.84% | −9,820−28.5% | Reduced |
| Empower Advisory Group, LLC | 24,617 | $14.4M | 0.05% | +299+1.2% | Added |