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 |
|---|---|---|---|---|---|
| RB Capital Management, LLC | 15,390 | $9.02M | 2.11% | +202+1.3% | Added |
| Enterprise Bank & Trust Co | 15,390 | $9.02M | 2.97% | +1,673+12.2% | Added |
| Peak Asset Management, LLC | 15,375 | $9.01M | 1.67% | −46−0.3% | Reduced |
| Simplicity Wealth,LLC | 15,353 | $9.00M | 1.88% | −787−4.9% | Reduced |
| Voya Investment Management LLC | 15,319 | $8.98M | 0.01% | +372+2.5% | Added |
| X-Square Capital, LLC | 15,296 | $8.96M | 3.69% | +1,430+10.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,215 | $8.92M | 1.32% | +1,557+11.4% | Added |
| Peregrine Asset Advisers, Inc. | 15,199 | $8.91M | 3.29% | −242−1.6% | Reduced |
| Global Strategic Investment Solutions, LLC | 15,159 | $8.88M | 1.04% | −247−1.6% | Reduced |
| Goelzer Investment Management, Inc. | 15,114 | $8.86M | 0.51% | −368−2.4% | Reduced |
| Jupiter Wealth Management LLC | 15,109 | $8.86M | 4.44% | +2,486+19.7% | Added |
| AGH Wealth Advisors, LLC | 15,057 | $8.83M | 8.18% | +15,057 | New |
| Linscomb & Williams, Inc. | 15,033 | $8.81M | 0.44% | −384−2.5% | Reduced |
| Epacria Capital Partners, LLC | 15,000 | $8.79M | 7.43% | 00.0% | Unchanged |
| Visualize Group LP | 15,000 | $8.79M | 5.56% | +15,000 | New |
| Wilmar Advisors LLC | 15,000 | $8.79M | 8.13% | +15,000 | New |
| Ellenbecker Investment Group | 14,995 | $8.79M | 1.57% | −2,709−15.3% | Reduced |
| Pettinga Financial Advisors, LLC | 14,952 | $8.76M | 1.98% | +1,549+11.6% | Added |
| Concorde Asset Management, LLC | 14,951 | $8.76M | 4.57% | +401+2.8% | Added |
| Marcum Wealth, LLC | 14,950 | $8.76M | 0.76% | +12,880+622.2% | Added |
| Perritt Capital Management Inc | 14,914 | $8.74M | 4.54% | −45−0.3% | Reduced |
| Roundview Capital LLC | 14,872 | $8.72M | 0.61% | +3,927+35.9% | Added |
| WMS Partners, LLC | 14,867 | $8.71M | 0.49% | 00.0% | Unchanged |
| WBH Advisory Inc | 14,863 | $8.71M | 0.81% | +45+0.3% | Added |
| Novus Advisors, LLC | 14,851 | $8.71M | 8.67% | +14,851 | New |
| Strategy Asset Managers LLC | 14,836 | $8.70M | 1.69% | +2,618+21.4% | Added |
| F/M Investments LLC | 14,830 | $8.69M | 0.32% | +5,920+66.4% | Added |
| Westmount Partners, LLC | 14,802 | $8.68M | 2.64% | +475+3.3% | Added |
| Innova Wealth Partners | 14,758 | $8.65M | 5.45% | +14,758 | New |
| Ibex Wealth Advisors | 14,756 | $8.65M | 1.02% | +14,756 | New |
| Plum Street Advisors, LLC | 14,740 | $8.64M | 4.26% | −68−0.5% | Reduced |
| Aveo Capital Partners, LLC | 14,732 | $8.63M | 0.95% | −9,703−39.7% | Reduced |
| Smith & Howard Wealth Management, LLC | 14,719 | $8.63M | 2.44% | −250−1.7% | Reduced |
| Ameliora Wealth Management Ltd. | 14,698 | $8.61M | 3.23% | +6,899+88.5% | Added |
| Vista Wealth Management Group, LLC | 14,690 | $8.61M | 0.55% | +1,854+14.4% | Added |
| Surience Private Wealth LLC | 14,684 | $8.61M | 11.11% | −6,723−31.4% | Reduced |
| First Washington CORP | 14,633 | $8.58M | 3.03% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 14,572 | $8.54M | 1.47% | −436−2.9% | Reduced |
| Avantax Planning Partners, Inc. | 14,546 | $8.53M | 0.31% | −94−0.6% | Reduced |
| First American Bank | 14,524 | $8.51M | 0.60% | +482+3.4% | Added |
| Latko Wealth Management, Ltd. | 14,510 | $8.50M | 5.04% | −341−2.3% | Reduced |
| Successful Portfolios LLC | 14,499 | $8.50M | 5.69% | −84−0.6% | Reduced |
| Symphony Financial, Ltd. Co. | 14,086 | $8.50M | 1.34% | +3,492+33.0% | Added |
| Quadrant Private Wealth Management, LLC | 14,421 | $8.48M | 2.09% | +787+5.8% | Added |
| Accent Capital Management, LLC | 14,382 | $8.46M | 4.85% | −2,500−14.8% | Reduced |
| Spectrum Strategic Capital Management, LLC | 14,425 | $8.45M | 5.33% | +339+2.4% | Added |
| Great Diamond Partners, LLC | 14,420 | $8.45M | 2.19% | +3,100+27.4% | Added |
| Proequities, Inc. | 13,884 | $8.45M | 0.48% | +15+0.1% | Added |
| Vision Financial Markets LLC | 14,378 | $8.43M | 9.09% | +14,378 | New |
| BCJ Capital Management, LLC | 14,363 | $8.42M | 0.63% | −193−1.3% | Reduced |
| Lowery Thomas, LLC | 14,324 | $8.40M | 5.47% | −184−1.3% | Reduced |
| Breakthru Advisory Services, LLC | 14,292 | $8.38M | 7.58% | +14,292 | New |
| Columbia Asset Management | 14,290 | $8.38M | 1.60% | +53+0.4% | Added |
| Greenwood Gearhart Inc | 14,284 | $8.37M | 0.58% | +13,649+2,149.4% | Added |
| Washington Trust Advisors, Inc. | 14,251 | $8.35M | 0.70% | −30−0.2% | Reduced |
| Red Cedar Investment Management, LLC | 14,250 | $8.35M | 1.05% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 14,248 | $8.35M | 0.31% | −718−4.8% | Reduced |
| Foster & Motley Inc | 14,199 | $8.32M | 0.54% | +2,888+25.5% | Added |
| Caerus Investment Advisors, LLC | 14,195 | $8.32M | 7.82% | −1,419−9.1% | Reduced |
| Financial Management Professionals, Inc. | 14,155 | $8.30M | 1.05% | +618+4.6% | Added |
| AlphaStar Capital Management, LLC | 14,147 | $8.29M | 0.87% | +1,390+10.9% | Added |
| ZWJ Investment Counsel Inc | 14,102 | $8.26M | 0.34% | +409+3.0% | Added |
| Prime Buchholz LLC | 14,100 | $8.26M | 2.70% | +14,100 | New |
| CMG Global Holdings, LLC | 13,623 | $8.26M | 4.56% | +226+1.7% | Added |
| Pilgrim Partners Asia Pte Ltd | 14,060 | $8.24M | 7.17% | +14,060 | New |
| Summit Wealth Partners, LLC | 14,018 | $8.22M | 1.69% | −1,103−7.3% | Reduced |
| Nvest Financial, LLC | 13,996 | $8.20M | 4.16% | +149+1.1% | Added |
| Spears Abacus Advisors LLC | 13,968 | $8.19M | 0.17% | +121+0.9% | Added |
| Oxinas Partners Wealth Management LLC | 13,954 | $8.18M | 4.79% | +807+6.1% | Added |
| Sunbelt Securities, Inc. | 13,874 | $8.16M | 0.72% | −388−2.7% | Reduced |
| VanderPol Investments L.L.C. | 13,900 | $8.15M | 17.81% | −800−5.4% | Reduced |
| Colorado Capital Management, Inc. | 13,863 | $8.13M | 3.93% | −165−1.2% | Reduced |
| Ignite Planners, LLC | 13,722 | $8.12M | 1.78% | +268+2.0% | Added |
| Fortress Wealth Group, LLC | 13,570 | $8.11M | 3.89% | −116−0.8% | Reduced |
| Clear Creek Financial Management, LLC | 13,813 | $8.10M | 0.88% | +920+7.1% | Added |
| International Private Wealth Advisors LLC | 13,792 | $8.08M | 8.04% | +2,164+18.6% | Added |
| Brightwater Advisory LLC | 13,706 | $8.03M | 6.30% | −520−3.7% | Reduced |
| Washington Capital Management Inc | 13,671 | $8.01M | 6.31% | −565−4.0% | Reduced |
| Smart Money Group LLC | 13,641 | $7.99M | 2.76% | +28+0.2% | Added |
| Iron Financial, LLC | 13,611 | $7.98M | 4.48% | +20+0.1% | Added |
| Cozad Asset Management Inc | 13,577 | $7.96M | 0.74% | +1,088+8.7% | Added |
| Florida Financial Advisors, LLC | 13,533 | $7.93M | 3.54% | +558+4.3% | Added |
| Vulcan Value Partners, LLC | 13,518 | $7.90M | 0.13% | +13,518 | New |
| CVFG LLC | 13,463 | $7.89M | 7.20% | +13,463 | New |
| Obermeyer Wood Investment Counsel, LLLP | 13,460 | $7.89M | 0.41% | +55+0.4% | Added |
| Armis Advisers, LLC | 13,421 | $7.87M | 0.96% | +13,421 | New |
| Beach Investment Counsel Inc | 13,410 | $7.86M | 1.06% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 13,409 | $7.86M | 2.61% | +83+0.6% | Added |
| Autumn Glory Partners, LLC | 13,404 | $7.86M | 3.86% | −3,076−18.7% | Reduced |
| Capital Wealth Management, LLC | 13,380 | $7.84M | 3.36% | −459−3.3% | Reduced |
| Collective Family Office LLC | 13,361 | $7.83M | 2.15% | −52−0.4% | Reduced |
| Etesian Wealth Advisors, Inc. | 13,350 | $7.82M | 3.46% | +91+0.7% | Added |
| Madrid Financial Services | 13,328 | $7.81M | 6.20% | +13,328 | New |
| Frisco Financial Planning LLC | 13,327 | $7.81M | 7.72% | +13,327 | New |
| Objective Capital Management, LLC | 13,299 | $7.79M | 5.21% | −1,539−10.4% | Reduced |
| Apella Capital, LLC | 13,281 | $7.78M | 0.30% | +713+5.7% | Added |
| Iowa State Bank | 13,152 | $7.71M | 1.60% | −1,030−7.3% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 13,121 | $7.69M | 2.38% | −170−1.3% | Reduced |
| Aspire Capital Advisors LLC | 13,070 | $7.66M | 2.19% | +257+2.0% | Added |
| Financial Advisory Service, Inc. | 13,069 | $7.66M | 0.64% | −477−3.5% | Reduced |