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 |
|---|---|---|---|---|---|
| BOS Asset Management, LLC | 24,583 | $14.4M | 5.16% | +1,177+5.0% | Added |
| Legacy Capital Wealth Management, LLC | 24,522 | $14.4M | 14.27% | +24,522 | New |
| Smith Chas P & Associates Pa Cpas | 24,493 | $14.4M | 0.83% | +58+0.2% | Added |
| SBI Securities Co., Ltd. | 24,431 | $14.3M | 0.44% | +24,431 | New |
| Moon Capital Management LP | 24,373 | $14.3M | 10.86% | +24,373 | New |
| Childress Capital Advisors, LLC | 24,368 | $14.3M | 3.98% | +984+4.2% | Added |
| Brown, Lisle/Cummings, Inc. | 24,348 | $14.3M | 4.26% | +40+0.2% | Added |
| G&S Capital LLC | 24,319 | $14.3M | 5.88% | +716+3.0% | Added |
| Anb Bank | 24,283 | $14.2M | 6.25% | +24,283 | New |
| Pathway Financial Advisors LLC | 24,266 | $14.2M | 3.27% | −50−0.2% | Reduced |
| Nadler Financial Group, Inc. | 24,231 | $14.2M | 1.50% | +192+0.8% | Added |
| Carolinas Wealth Consulting LLC | 24,088 | $14.2M | 2.78% | −1,148−4.5% | Reduced |
| Mount Capital Ltd | 24,100 | $14.1M | 5.01% | +12,200+102.5% | Added |
| Marco Investment Management LLC | 24,080 | $14.1M | 1.22% | +2,444+11.3% | Added |
| Bristlecone Advisors, LLC | 24,072 | $14.1M | 1.10% | −81−0.3% | Reduced |
| Cavalier Investments, LLC | 24,042 | $14.1M | 4.71% | −373−1.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 23,974 | $14.1M | 10.92% | −93,267−79.6% | Reduced |
| Moneywise, Inc. | 23,944 | $14.0M | 7.04% | +3,520+17.2% | Added |
| Vertex Planning Partners, LLC | 23,917 | $14.0M | 3.09% | −14,331−37.5% | Reduced |
| Corundum Group, Inc. | 23,911 | $14.0M | 5.23% | +10,580+79.4% | Added |
| Accredited Investors Inc. | 23,843 | $14.0M | 0.82% | +200+0.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 23,728 | $13.9M | 0.60% | −100.0% | Reduced |
| Morangie Management LLC | 23,625 | $13.9M | 11.31% | +23,625 | New |
| CenterStar Asset Management, LLC | 23,718 | $13.9M | 30.49% | −51,634−68.5% | Reduced |
| Panagora Asset Management Inc | 23,684 | $13.9M | 0.06% | +7,656+47.8% | Added |
| Tandem Wealth Advisors LLC | 23,627 | $13.8M | 7.07% | +3,259+16.0% | Added |
| Sunflower Bank, N.A. | 23,561 | $13.8M | 3.84% | −9,325−28.4% | Reduced |
| Vident Advisory, LLC | 23,548 | $13.8M | 0.24% | +5,581+31.1% | Added |
| Perennial Investment Advisors, LLC | 23,534 | $13.8M | 1.63% | +1,751+8.0% | Added |
| First Foundation Advisors | 23,520 | $13.8M | 0.52% | −178−0.8% | Reduced |
| Agf Management Ltd | 23,512 | $13.8M | 0.07% | −55−0.2% | Reduced |
| Pacific Center for Financial Services | 23,507 | $13.8M | 3.55% | −195−0.8% | Reduced |
| K.J. Harrison & Partners Inc | 23,494 | $13.7M | 2.15% | −194−0.8% | Reduced |
| Magnus Financial Group LLC | 23,431 | $13.7M | 1.33% | +1,157+5.2% | Added |
| MinichMacGregor Wealth Management, LLC | 23,402 | $13.7M | 2.85% | +4,194+21.8% | Added |
| Ethos Financial Group, LLC | 23,316 | $13.7M | 1.79% | −674−2.8% | Reduced |
| Hedeker Wealth, LLC | 23,357 | $13.7M | 3.41% | −2,224−8.7% | Reduced |
| Evanson Asset Management, LLC | 23,345 | $13.7M | 0.97% | +1,096+4.9% | Added |
| Optimum Investment Advisors | 23,287 | $13.6M | 6.02% | +103+0.4% | Added |
| Sanders Morris Harris LLC | 23,208 | $13.6M | 2.03% | +9,562+70.1% | Added |
| Palo DS Manager LLC | 23,193 | $13.6M | 6.36% | −8,049−25.8% | Reduced |
| Ayalon Holdings Ltd. | 23,085 | $13.6M | 4.19% | +140+0.6% | Added |
| Cambridge Associates LLC | 23,137 | $13.6M | 0.43% | −47,605−67.3% | Reduced |
| Confluence Investment Management LLC | 23,125 | $13.6M | 0.19% | −2,533−9.9% | Reduced |
| St Germain D J Co Inc | 23,047 | $13.5M | 0.61% | −1,050−4.4% | Reduced |
| Hopwood Financial Services, Inc. | 23,041 | $13.5M | 10.23% | +23,041 | New |
| Hudson Valley Investment Advisors Inc | 23,019 | $13.5M | 1.53% | −1,100−4.6% | Reduced |
| NBW Capital LLC | 23,014 | $13.5M | 2.50% | −7,043−23.4% | Reduced |
| Opulen Financial Group LLC | 22,934 | $13.4M | 12.22% | +22,934 | New |
| Balboa Wealth Partners | 22,879 | $13.4M | 3.06% | +1,585+7.4% | Added |
| Laurel Wealth Advisors LLC | 22,810 | $13.4M | 2.09% | +165+0.7% | Added |
| Twin Focus Capital Partners, LLC | 22,800 | $13.4M | 1.97% | −858−3.6% | Reduced |
| Venturi Wealth Management, LLC | 22,790 | $13.4M | 0.66% | +10,819+90.4% | Added |
| Grandview Asset Management LLC | 22,744 | $13.3M | 4.89% | +3,597+18.8% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 22,733 | $13.3M | 4.85% | +22,733 | New |
| Simplex Trading, LLC | 22,614 | $13.3M | 0.37% | +22,614 | New |
| Appleton Partners Inc | 22,598 | $13.2M | 0.98% | −613−2.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 22,466 | $13.2M | 0.85% | +70.0% | Added |
| Stordahl Capital Management, Inc. | 22,533 | $13.2M | 3.12% | −107−0.5% | Reduced |
| Paul Damon & Associates, Inc. | 22,529 | $13.2M | 7.97% | +1,070+5.0% | Added |
| Gries Financial LLC | 22,470 | $13.2M | 2.34% | −108−0.5% | Reduced |
| Nicolet Bankshares Inc | 22,467 | $13.2M | 3.11% | −117−0.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22,386 | $13.1M | 2.65% | +16,614+287.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 22,389 | $13.1M | 1.14% | +3,293+17.2% | Added |
| Equitable Trust Co | 22,290 | $13.1M | 0.73% | +22,290 | New |
| Howard Financial Services, Ltd. | 22,277 | $13.1M | 1.78% | +383+1.7% | Added |
| Custos Family Office, LLC | 22,276 | $13.1M | 4.57% | −572−2.5% | Reduced |
| Grimes & Company, Inc. | 22,227 | $13.0M | 0.38% | +54+0.2% | Added |
| Mayflower Financial Advisors, LLC | 22,205 | $13.0M | 1.95% | −59−0.3% | Reduced |
| West Paces Advisors Inc. | 22,153 | $13.0M | 3.17% | +1,195+5.7% | Added |
| Bigelow Investment Advisors, LLC | 22,119 | $13.0M | 6.08% | −1,870−7.8% | Reduced |
| Camarda Financial Advisors, LLC | 22,109 | $13.0M | 4.87% | −503−2.2% | Reduced |
| Schnieders Capital Management LLC | 22,102 | $13.0M | 2.57% | −257−1.1% | Reduced |
| Hickory Point Bank & Trust | 21,993 | $12.9M | 11.44% | +21,993 | New |
| Phoenix Holdings Ltd. | 21,953 | $12.9M | 0.18% | +1,511+7.4% | Added |
| Patten & Patten Inc | 21,943 | $12.9M | 0.85% | +119+0.5% | Added |
| SFMG, LLC | 21,901 | $12.8M | 1.01% | −584−2.6% | Reduced |
| Little House Capital LLC | 21,751 | $12.7M | 3.64% | +13,391+160.2% | Added |
| JFS Wealth Advisors, LLC | 21,707 | $12.7M | 0.87% | +2,067+10.5% | Added |
| McLean Asset Management Corp | 21,707 | $12.7M | 3.82% | −92−0.4% | Reduced |
| Guardian Wealth Advisors, LLC | 21,658 | $12.7M | 1.01% | +103+0.5% | Added |
| Addison Capital Co | 21,616 | $12.7M | 5.04% | +3,476+19.2% | Added |
| LVM Capital Management Ltd | 21,552 | $12.6M | 1.36% | −875−3.9% | Reduced |
| Benjamin Joseph Floyd Dba Floyd Capital Management | 21,430 | $12.6M | 100.00% | +21,430 | New |
| Jacksonville Wealth Management, LLC | 21,425 | $12.6M | 11.72% | +21,425 | New |
| Oversea-Chinese Banking CORP Ltd | 21,301 | $12.5M | 0.36% | +600+2.9% | Added |
| Clune & Associates, Ltd. | 21,374 | $12.5M | 4.16% | +21,374 | New |
| Zurich Insurance Group Ltd | 21,239 | $12.5M | 0.10% | −950−4.3% | Reduced |
| Compass Ion Advisors, LLC | 21,361 | $12.5M | 1.49% | −452−2.1% | Reduced |
| Morton Brown Family Wealth, LLC | 21,347 | $12.5M | 4.36% | −812−3.7% | Reduced |
| Edgewood Management LLC | 21,317 | $12.5M | 0.04% | +5,156+31.9% | Added |
| Destination Wealth Management | 21,311 | $12.5M | 0.39% | +823+4.0% | Added |
| Monetta Financial Services Inc | 21,300 | $12.5M | 10.04% | −900−4.1% | Reduced |
| Larson Financial Group LLC | 21,282 | $12.5M | 0.65% | +4,891+29.8% | Added |
| Comprehensive Financial Management LLC | 21,142 | $12.4M | 0.34% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 21,195 | $12.4M | 0.76% | −251−1.2% | Reduced |
| Intrust Bank NA | 21,154 | $12.4M | 1.26% | −19−0.1% | Reduced |
| Sovran Advisors, LLC | 21,282 | $12.4M | 1.77% | +21,282 | New |
| One Capital Management, LLC | 21,005 | $12.3M | 0.41% | −1,595−7.1% | Reduced |
| Ami Investment Management Inc | 20,955 | $12.3M | 3.99% | +2,734+15.0% | Added |