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 |
|---|---|---|---|---|---|
| Carrhae Capital LLP | 20,931 | $12.3M | 1.45% | −5,606−21.1% | Reduced |
| Ostrum Asset Management | 20,910 | $12.2M | 1.06% | −5,500−20.8% | Reduced |
| AdvisorNet Financial, Inc | 20,857 | $12.2M | 1.02% | +1,039+5.2% | Added |
| Foresight Capital Management Advisors, Inc. | 20,857 | $12.2M | 7.15% | +478+2.3% | Added |
| Milestone Asset Management, LLC | 20,829 | $12.2M | 2.70% | −1,316−5.9% | Reduced |
| Marquette Associates, Inc. | 20,712 | $12.1M | 10.07% | −105−0.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 20,589 | $12.1M | 0.28% | −64−0.3% | Reduced |
| Luken Investment Analytics, LLC | 20,656 | $12.1M | 5.61% | −38−0.2% | Reduced |
| Good Life Advisors, LLC | 20,622 | $12.1M | 0.88% | −1,367−6.2% | Reduced |
| Coppell Advisory Solutions LLC | 20,485 | $12.0M | 1.71% | +1,511+8.0% | Added |
| Lyell Wealth Management, LP | 20,512 | $12.0M | 1.08% | −49−0.2% | Reduced |
| Trust Point Inc. | 20,492 | $12.0M | 0.83% | +15,381+300.9% | Added |
| Global Financial Private Client, LLC | 20,490 | $12.0M | 4.50% | −215−1.0% | Reduced |
| Towercrest Capital Management | 20,485 | $12.0M | 1.94% | +172+0.8% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 20,485 | $12.0M | 5.71% | −150−0.7% | Reduced |
| Sage Capital Advisors,llc | 20,472 | $12.0M | 3.12% | −249−1.2% | Reduced |
| Navis Wealth Advisors, LLC | 20,436 | $12.0M | 13.08% | −37−0.2% | Reduced |
| BlueChip Wealth Advisors LLC | 20,407 | $12.0M | 6.63% | +1,422+7.5% | Added |
| Berkshire Asset Management LLC | 19,644 | $11.9M | 0.56% | −3,122−13.7% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 20,364 | $11.9M | 5.23% | +186+0.9% | Added |
| Manning & Napier Advisors LLC | 20,354 | $11.9M | 0.14% | −308−1.5% | Reduced |
| Montecito Bank & Trust | 20,278 | $11.9M | 2.06% | −1,934−8.7% | Reduced |
| Advisor OS, LLC | 20,238 | $11.9M | 1.37% | −181−0.9% | Reduced |
| Sandbox Financial Partners, LLC | 20,205 | $11.8M | 3.95% | +2,275+12.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 20,139 | $11.8M | 1.21% | −53−0.3% | Reduced |
| Schrum Private Wealth Management LLC | 20,124 | $11.8M | 9.99% | −15,760−43.9% | Reduced |
| Cypress Capital Group | 20,110 | $11.8M | 1.45% | −1,639−7.5% | Reduced |
| Isomer Partners LP | 20,000 | $11.8M | 15.84% | +20,000 | New |
| Bienville Capital Management, LLC | 19,986 | $11.8M | 2.88% | −678−3.3% | Reduced |
| MUFG Securities Americas Inc. | 20,000 | $11.7M | 1.49% | +20,000 | New |
| TSFG, LLC | 19,958 | $11.7M | 2.40% | −262−1.3% | Reduced |
| Umb Bank N A | 19,958 | $11.7M | 0.19% | −467−2.3% | Reduced |
| NDWM LLC | 19,834 | $11.6M | 9.72% | +6,643+50.4% | Added |
| Traction Financial Partners, LLC | 19,820 | $11.6M | 9.03% | −661−3.2% | Reduced |
| Financial Guidance Group, Inc. | 19,819 | $11.6M | 6.36% | +536+2.8% | Added |
| Highview Capital Management LLC | 19,810 | $11.6M | 4.46% | −282−1.4% | Reduced |
| Paulson Wealth Management Inc. | 19,804 | $11.6M | 3.17% | −840−4.1% | Reduced |
| Sentinus, LLC | 19,687 | $11.5M | 3.37% | +15,899+419.7% | Added |
| Ancora Advisors, LLC | 19,665 | $11.5M | 0.26% | +358+1.9% | Added |
| Terry L. Blaker | 19,634 | $11.5M | 0.44% | +256+1.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 19,632 | $11.5M | 1.94% | +166+0.9% | Added |
| Parkside Financial Bank & Trust | 19,628 | $11.5M | 1.52% | +153+0.8% | Added |
| US Financial Advisors, LLC | 19,627 | $11.5M | 3.54% | −409−2.0% | Reduced |
| Clark Financial Services Group Inc | 19,625 | $11.5M | 8.80% | −112−0.6% | Reduced |
| Boxwood Ventures, Inc. | 19,550 | $11.5M | 15.39% | +10.0% | Added |
| Golden State Wealth Management, LLC | 19,529 | $11.4M | 1.71% | +19,529 | New |
| Clifford Swan Investment Counsel LLC | 19,529 | $11.4M | 0.41% | +2,872+17.2% | Added |
| KG&L Capital Management,LLC | 19,498 | $11.4M | 3.67% | +504+2.7% | Added |
| Cordant, Inc. | 19,496 | $11.4M | 6.01% | −251−1.3% | Reduced |
| Edge Financial Advisors LLC | 19,466 | $11.4M | 10.19% | −2,741−12.3% | Reduced |
| Catalyst Financial Partners LLC | 19,458 | $11.4M | 2.14% | +458+2.4% | Added |
| Grove Bank & Trust | 19,443 | $11.4M | 1.58% | +1,036+5.6% | Added |
| Roger Wittlin Investment Advisory, LLC | 19,426 | $11.4M | 6.38% | +3,754+24.0% | Added |
| Aries Wealth Management | 19,418 | $11.4M | 3.13% | +618+3.3% | Added |
| Yost Capital Management, LP | 19,400 | $11.4M | 12.64% | +19,400 | New |
| Union Savings Bank | 19,389 | $11.4M | 5.59% | +1,015+5.5% | Added |
| MidAtlantic Capital Management, Inc. | 19,380 | $11.4M | 8.32% | +13+0.1% | Added |
| Dale Q Rice Investment Management Ltd | 19,249 | $11.3M | 4.96% | +19,249 | New |
| Elios Financial Group Inc. | 19,221 | $11.3M | 5.33% | −581−2.9% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 19,191 | $11.2M | 5.88% | +94+0.5% | Added |
| First National Bank of Omaha | 19,187 | $11.2M | 0.73% | +5,820+43.5% | Added |
| Arkadios Wealth Advisors | 19,170 | $11.2M | 0.61% | −519−2.6% | Reduced |
| Fullerton Fund Management Co Ltd. | 19,102 | $11.2M | 0.39% | +13,691+253.0% | Added |
| Oxler Private Wealth LLC | 19,001 | $11.1M | 3.66% | +31+0.2% | Added |
| Quadcap Wealth Management, LLC | 18,970 | $11.1M | 1.64% | +1,080+6.0% | Added |
| Biltmore Family Office, LLC | 18,864 | $11.1M | 1.86% | −1,069−5.4% | Reduced |
| Van Hulzen Asset Management, LLC | 18,884 | $11.1M | 0.81% | +213+1.1% | Added |
| DDD Partners, LLC | 18,872 | $11.1M | 1.36% | +11,541+157.4% | Added |
| St. Johns Investment Management Company, LLC | 18,845 | $11.0M | 5.14% | +1,436+8.2% | Added |
| Bedel Financial Consulting, Inc. | 18,246 | $11.0M | 1.53% | +283+1.6% | Added |
| Lee-Kelleher Wealth Management | 18,798 | $11.0M | 7.85% | +18,798 | New |
| Tfo-TDC, LLC | 18,732 | $11.0M | 5.21% | 00.0% | Unchanged |
| Canopy Partners, LLC | 18,732 | $11.0M | 4.19% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 18,693 | $11.0M | 8.75% | −1,353−6.7% | Reduced |
| Asset Management One Co.,Ltd. | 18,400 | $10.9M | 0.04% | +11,400+162.9% | Added |
| Wealth Dimensions Group, Ltd. | 18,676 | $10.9M | 2.68% | −81−0.4% | Reduced |
| MorganRosel Wealth Management, LLC | 18,613 | $10.9M | 3.58% | −36−0.2% | Reduced |
| Nwam LLC | 18,611 | $10.9M | 0.67% | −4,527−19.6% | Reduced |
| Qalhat Capital Ltd | 18,585 | $10.9M | 2.88% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 18,470 | $10.8M | 1.66% | −810−4.2% | Reduced |
| FCG Investment Co | 18,455 | $10.8M | 6.58% | +17,631+2,139.7% | Added |
| BluePointe Capital Management, LLC | 18,385 | $10.8M | 6.19% | −246−1.3% | Reduced |
| Gamco Investors, Inc. Et Al | 18,410 | $10.8M | 0.11% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 18,376 | $10.8M | 3.51% | +499+2.8% | Added |
| St. Louis Financial Planners Asset Management, LLC | 18,298 | $10.7M | 7.75% | −2,120−10.4% | Reduced |
| Quent Capital, LLC | 18,298 | $10.7M | 1.11% | −2,007−9.9% | Reduced |
| Vista Investment Partners LLC | 18,262 | $10.7M | 3.34% | +917+5.3% | Added |
| Weil Company, Inc. | 18,251 | $10.7M | 3.70% | −99−0.5% | Reduced |
| Prism Advisors, Inc. | 18,238 | $10.7M | 3.20% | −566−3.0% | Reduced |
| Ramiah Investment Group | 18,197 | $10.7M | 9.71% | +1,715+10.4% | Added |
| Ullmann Financial Group, Inc. | 18,152 | $10.6M | 1.37% | −22−0.1% | Reduced |
| Baker Avenue Asset Management, LP | 18,150 | $10.6M | 0.33% | +3,835+26.8% | Added |
| Mather Group, LLC. | 18,133 | $10.6M | 0.14% | −417−2.2% | Reduced |
| RFG Advisory, LLC | 18,133 | $10.6M | 0.30% | +6,319+53.5% | Added |
| Principle Wealth Partners LLC | 18,121 | $10.6M | 0.75% | −80−0.4% | Reduced |
| Atlas Capital Advisors LLC | 18,078 | $10.6M | 1.35% | −1,017−5.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 18,065 | $10.6M | 2.31% | +55+0.3% | Added |
| Wernau Asset Management Inc. | 18,048 | $10.6M | 10.24% | +18,048 | New |
| L.M. Kohn & Company | 18,032 | $10.6M | 2.74% | −212−1.2% | Reduced |
| Constant Guidance Financial LLC | 18,008 | $10.6M | 9.09% | −12,732−41.4% | Reduced |