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 |
|---|---|---|---|---|---|
| Yakira Capital Management, Inc. | 18,000 | $10.5M | 4.18% | +18,000 | New |
| E Fund Management Co., Ltd. | 17,974 | $10.5M | 0.53% | +2,095+13.2% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 17,974 | $10.5M | 8.40% | +2,095+13.2% | Added |
| Sound View Wealth Advisors Group, LLC | 17,851 | $10.5M | 0.84% | +24+0.1% | Added |
| Northstar Asset Management LLC | 17,803 | $10.4M | 2.39% | +25+0.1% | Added |
| Principal Securities, Inc. | 17,767 | $10.4M | 0.23% | −378−2.1% | Reduced |
| Toroso Investments, LLC | 17,715 | $10.4M | 0.09% | +14,400+434.4% | Added |
| Warwick Investment Management, Inc. | 17,670 | $10.4M | 2.13% | −11,072−38.5% | Reduced |
| J. W. Coons Advisors, LLC | 17,663 | $10.4M | 2.66% | −144−0.8% | Reduced |
| SpringVest Wealth Management LLC | 17,582 | $10.3M | 8.86% | +17,582 | New |
| Rpo LLC | 17,625 | $10.3M | 13.48% | −1,607−8.4% | Reduced |
| First Citizens Bank & Trust Co | 17,535 | $10.3M | 0.19% | −801−4.4% | Reduced |
| Winthrop Capital Management, LLC | 17,460 | $10.3M | 2.73% | +10.0% | Added |
| Consolidated Planning Corp | 17,446 | $10.2M | 1.39% | +11,150+177.1% | Added |
| Zevin Asset Management LLC | 17,441 | $10.2M | 1.50% | −72−0.4% | Reduced |
| Godsey & Gibb Associates | 17,422 | $10.2M | 1.02% | −178−1.0% | Reduced |
| CWA Asset Management Group, LLC | 17,389 | $10.2M | 0.51% | +1,822+11.7% | Added |
| Cannon Advisors, Inc. | 17,366 | $10.2M | 8.65% | +51+0.3% | Added |
| Waterloo Capital, L.P. | 17,286 | $10.1M | 1.07% | +1,938+12.6% | Added |
| Courier Capital LLC | 17,279 | $10.1M | 0.70% | −224−1.3% | Reduced |
| Codex Capital Asset Management L.L.C. | 17,270 | $10.1M | 4.57% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 17,261 | $10.1M | 3.53% | −107−0.6% | Reduced |
| Lansing Street Advisors | 17,258 | $10.1M | 3.52% | −315−1.8% | Reduced |
| CFM Wealth Partners LLC | 17,186 | $10.1M | 1.70% | +348+2.1% | Added |
| Bristol Gate Capital Partners Inc. | 17,168 | $10.1M | 0.49% | +14,362+511.8% | Added |
| Ascension Capital Advisors, Inc. | 17,155 | $10.1M | 4.38% | −89−0.5% | Reduced |
| Frazier Financial Advisors, LLC | 17,089 | $10.1M | 7.97% | −128−0.7% | Reduced |
| 1248 Management, LLC | 17,033 | $10.0M | 4.31% | +17,033 | New |
| StoneX Group Inc. | 16,960 | $9.97M | 0.55% | −8,204−32.6% | Reduced |
| Arlington Trust Co LLC | 16,923 | $9.92M | 2.08% | +19+0.1% | Added |
| Channel Wealth LLC | 16,854 | $9.88M | 3.22% | +5,068+43.0% | Added |
| SeaCrest Wealth Management, LLC | 16,854 | $9.88M | 1.04% | +107+0.6% | Added |
| Canandaigua National Trust Co of Florida | 16,829 | $9.86M | 7.70% | +1,475+9.6% | Added |
| Davies Financial Advisors, Inc. | 16,762 | $9.82M | 8.36% | +1,573+10.4% | Added |
| Sherman Porfolios, LLC | 16,744 | $9.81M | 4.26% | +16,744 | New |
| Institute for Wealth Management, LLC. | 16,709 | $9.79M | 1.23% | +7,208+75.9% | Added |
| Iams Wealth Management, LLC | 16,708 | $9.79M | 4.49% | +3,010+22.0% | Added |
| Paragon Capital Management Ltd | 16,687 | $9.78M | 1.95% | −211−1.2% | Reduced |
| RMR Wealth Builders | 16,674 | $9.77M | 1.01% | −270−1.6% | Reduced |
| Van Cleef Asset Management,Inc | 16,646 | $9.76M | 1.07% | −60−0.4% | Reduced |
| Bensler, LLC | 16,632 | $9.75M | 1.16% | +1,099+7.1% | Added |
| Perfromance Wealth Partners, LLC | 16,598 | $9.73M | 0.31% | −52−0.3% | Reduced |
| Zhang Financial LLC | 16,586 | $9.72M | 0.56% | +24+0.1% | Added |
| Peddock Capital Advisors, LLC | 16,584 | $9.72M | 2.33% | +589+3.7% | Added |
| LMG Wealth Partners, LLC | 16,568 | $9.71M | 2.12% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 16,466 | $9.69M | 1.54% | +587+3.7% | Added |
| Flagship Wealth Advisors, LLC | 16,522 | $9.68M | 5.69% | +16,522 | New |
| Next Level Private LLC | 16,504 | $9.67M | 3.90% | −35−0.2% | Reduced |
| Calton & Associates, Inc. | 16,485 | $9.66M | 4.27% | −5,053−23.5% | Reduced |
| Community Bank, N.A. | 16,478 | $9.66M | 1.24% | −119−0.7% | Reduced |
| Ronald Blue Trust, Inc. | 16,467 | $9.65M | 0.12% | −3,062−15.7% | Reduced |
| Sigma Investment Counselors Inc | 16,406 | $9.62M | 0.56% | −159−1.0% | Reduced |
| GWN Securities Inc. | 15,818 | $9.61M | 2.57% | +15,818 | New |
| Pittenger & Anderson Inc | 16,371 | $9.59M | 0.35% | −522−3.1% | Reduced |
| Chatham Capital Group, Inc. | 16,355 | $9.59M | 1.58% | −363−2.2% | Reduced |
| Pinnacle Financial Group, LLC | 16,307 | $9.56M | 3.74% | −87−0.5% | Reduced |
| Old North State Trust, LLC | 16,261 | $9.53M | 6.06% | +4,325+36.2% | Added |
| Forum Financial Management, LP | 16,244 | $9.52M | 0.16% | +581+3.7% | Added |
| Coho Partners, Ltd. | 16,121 | $9.45M | 0.43% | +15,434+2,246.6% | Added |
| Polymer Capital Management (HK) LTD | 16,079 | $9.42M | 1.65% | +14,478+904.3% | Added |
| Garrett Investment Advisors LLC | 16,072 | $9.42M | 0.92% | −48−0.3% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 16,063 | $9.41M | 2.73% | +8,193+104.1% | Added |
| Triumph Capital Management | 16,057 | $9.41M | 3.22% | −184−1.1% | Reduced |
| GenWealth Group, Inc. | 16,053 | $9.41M | 2.14% | −946−5.6% | Reduced |
| IronBridge Private Wealth, LLC | 16,046 | $9.40M | 3.45% | −531−3.2% | Reduced |
| Cypress Capital Advisors, LLC | 16,022 | $9.39M | 7.35% | +16,022 | New |
| Blueshift Asset Management, LLC | 16,017 | $9.39M | 3.43% | −56,150−77.8% | Reduced |
| Keystone Wealth Services, LLC | 16,012 | $9.38M | 2.48% | +467+3.0% | Added |
| Main Street Financial Solutions, LLC | 15,971 | $9.36M | 0.92% | −3,822−19.3% | Reduced |
| Thor Trading Advisors, LLC | 15,969 | $9.36M | 8.46% | +15,969 | New |
| Money Concepts Capital Corp | 15,945 | $9.35M | 0.70% | −298−1.8% | Reduced |
| Raleigh Capital Management Inc. | 15,863 | $9.30M | 3.58% | −839−5.0% | Reduced |
| Wedmont Private Capital | 16,008 | $9.29M | 0.49% | −203−1.3% | Reduced |
| Eagle Strategies LLC | 15,836 | $9.28M | 1.61% | +58+0.4% | Added |
| NBT Bank N A | 15,829 | $9.28M | 0.65% | −179−1.1% | Reduced |
| Vivaldi Capital Management, LLC | 15,477 | $9.28M | 1.42% | +56+0.4% | Added |
| Fortis Group Advisors, LLC | 15,813 | $9.27M | 1.73% | +1,460+10.2% | Added |
| Tyler-Stone Wealth Management | 15,802 | $9.26M | 1.65% | +78+0.5% | Added |
| Keeley-Teton Advisors, LLC | 15,796 | $9.26M | 1.07% | −307−1.9% | Reduced |
| Carret Asset Management, LLC | 15,796 | $9.26M | 1.01% | −838−5.0% | Reduced |
| Wealth Alliance | 15,795 | $9.26M | 1.11% | +762+5.1% | Added |
| AlphaMark Advisors, LLC | 15,793 | $9.26M | 4.01% | −416−2.6% | Reduced |
| KFG Wealth Management, LLC | 15,788 | $9.25M | 1.73% | −1,193−7.0% | Reduced |
| Silver Oak Securities, Inc | 15,725 | $9.25M | 0.86% | +1,578+11.2% | Added |
| Capital Advisors Wealth Management, LLC | 15,746 | $9.23M | 1.64% | +482+3.2% | Added |
| Advisory Alpha, LLC | 15,655 | $9.18M | 0.33% | +144+0.9% | Added |
| Nelson Capital Management, LLC | 15,607 | $9.15M | 1.52% | +1,019+7.0% | Added |
| Diversified Enterprises, LLC | 15,599 | $9.14M | 0.88% | +14,553+1,391.3% | Added |
| Audent Global Asset Management, LLC | 15,552 | $9.14M | 5.95% | +5,101+48.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 15,526 | $9.13M | 0.65% | −84−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 15,576 | $9.13M | 0.51% | +4,135+36.1% | Added |
| QRG Capital Management, Inc. | 15,568 | $9.12M | 0.09% | +771+5.2% | Added |
| Paloma Partners Management Co | 15,561 | $9.12M | 0.60% | −6,883−30.7% | Reduced |
| Nations Financial Group Inc, | 15,559 | $9.12M | 0.67% | −6,395−29.1% | Reduced |
| Marshall Wace, LLP | 15,533 | $9.10M | 0.01% | −1,851,201−99.2% | Reduced |
| Freestate Advisors LLC | 15,531 | $9.10M | 9.41% | −122−0.8% | Reduced |
| Nicholas Investment Partners, LP | 15,515 | $9.09M | 0.80% | 00.0% | Unchanged |
| Boothe Investment Group, Inc. | 15,507 | $9.09M | 3.95% | +126+0.8% | Added |
| waypoint wealth counsel | 15,486 | $9.08M | 5.92% | +12+0.1% | Added |
| Rappaport Reiches Capital Management, LLC | 15,448 | $9.05M | 2.34% | +235+1.5% | Added |