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 |
|---|---|---|---|---|---|
| Valmark Advisers, Inc. | 13,051 | $7.65M | 0.12% | +719+5.8% | Added |
| First City Capital Management, Inc. | 13,031 | $7.64M | 4.07% | −10.0% | Reduced |
| Harbor Investment Advisory, LLC | 13,025 | $7.63M | 0.71% | +949+7.9% | Added |
| Veracity Capital LLC | 12,990 | $7.61M | 2.77% | +36+0.3% | Added |
| Bulltick Wealth Management, LLC | 12,935 | $7.61M | 1.79% | +8,530+193.6% | Added |
| Creative Financial Designs Inc | 12,955 | $7.59M | 0.62% | +341+2.7% | Added |
| Parcion Private Wealth LLC | 12,925 | $7.58M | 0.58% | +12,294+1,948.3% | Added |
| Betterment LLC | 12,918 | $7.57M | 0.02% | −61−0.5% | Reduced |
| Meritage Portfolio Management | 12,915 | $7.57M | 0.47% | +260+2.1% | Added |
| Green Harvest Asset Management LLC | 12,858 | $7.54M | 0.15% | +868+7.2% | Added |
| Farmers & Merchants Investments Inc | 12,843 | $7.53M | 0.24% | +14+0.1% | Added |
| Patten Group, Inc. | 12,842 | $7.53M | 1.67% | −8−0.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 12,833 | $7.52M | 0.51% | −446−3.4% | Reduced |
| Sitrin Capital Management LLC | 12,729 | $7.48M | 3.77% | +9+0.1% | Added |
| Bolthouse Investments, LLC | 12,760 | $7.48M | 6.91% | +12,760 | New |
| Sage Capital Management, LLC | 12,690 | $7.44M | 3.76% | −1,234−8.9% | Reduced |
| Krilogy Financial LLC | 12,619 | $7.40M | 0.49% | −406−3.1% | Reduced |
| Leo Wealth, LLC | 12,600 | $7.38M | 0.66% | +1,391+12.4% | Added |
| Glassman Wealth Services | 12,598 | $7.38M | 1.24% | −50.0% | Reduced |
| Roman Butler Fullerton & Co | 12,311 | $7.38M | 2.34% | −6,624−35.0% | Reduced |
| Capital Investment Advisory Services, LLC | 12,580 | $7.37M | 0.71% | +1,565+14.2% | Added |
| Motiv8 Investments LLC | 12,525 | $7.34M | 5.15% | +579+4.8% | Added |
| Savoie Capital LLC | 12,503 | $7.33M | 0.87% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 12,481 | $7.31M | 1.23% | −329−2.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 12,480 | $7.31M | 0.94% | −422−3.3% | Reduced |
| Buckingham Strategic Partners | 12,476 | $7.31M | 0.12% | −3,504−21.9% | Reduced |
| Port Capital LLC | 12,439 | $7.29M | 0.33% | +270+2.2% | Added |
| Ferguson Wellman Capital Management, Inc | 12,434 | $7.29M | 0.14% | +443+3.7% | Added |
| PFM Health Sciences, LP | 12,427 | $7.28M | 0.55% | +12,427 | New |
| David Loasby | 12,528 | $7.27M | 0.67% | −719−5.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 12,167 | $7.27M | 0.56% | +2,282+23.1% | Added |
| DBK Financial Counsel, LLC | 12,339 | $7.23M | 7.29% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 12,323 | $7.22M | 1.45% | +982+8.7% | Added |
| Vienna Asset Management LLC | 12,319 | $7.22M | 4.88% | +854+7.4% | Added |
| Oliver Luxxe Assets LLC | 12,573 | $7.21M | 1.30% | 00.0% | Unchanged |
| Operose Advisors LLC | 12,304 | $7.21M | 2.47% | −282−2.2% | Reduced |
| Trust Co of Vermont | 12,282 | $7.20M | 0.35% | +1,138+10.2% | Added |
| Ashford Capital Management Inc | 12,261 | $7.19M | 0.85% | −202−1.6% | Reduced |
| American Trust | 12,256 | $7.18M | 0.55% | +8,202+202.3% | Added |
| Private Client Services, LLC | 12,216 | $7.16M | 3.85% | +2,379+24.2% | Added |
| MGB Wealth Management, LLC | 12,193 | $7.16M | 2.22% | +254+2.1% | Added |
| Cliffwater LLC | 12,204 | $7.15M | 1.75% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 12,203 | $7.15M | 0.22% | +1,718+16.4% | Added |
| Certified Advisory Corp | 12,181 | $7.14M | 0.77% | +807+7.1% | Added |
| Total Wealth Planning & Management, Inc. | 12,171 | $7.13M | 7.01% | +12,171 | New |
| Charter Trust Co | 12,087 | $7.08M | 0.46% | −118−1.0% | Reduced |
| Moody National Bank Trust Division | 12,053 | $7.06M | 0.74% | +620+5.4% | Added |
| HBK Sorce Advisory LLC | 12,029 | $7.05M | 0.21% | +375+3.2% | Added |
| Truepoint, Inc. | 12,017 | $7.04M | 0.19% | +58+0.5% | Added |
| HTLF Bank | 12,015 | $7.04M | 0.80% | −23−0.2% | Reduced |
| Arcus Capital Partners, LLC | 13,445 | $7.03M | 2.23% | +4,766+54.9% | Added |
| London & Capital Asset Management Ltd | 11,986 | $7.02M | 0.60% | +11,986 | New |
| Rehmann Capital Advisory Group | 11,966 | $7.01M | 0.44% | +1,676+16.3% | Added |
| Vishria Bird Financial Group, LLC | 11,952 | $7.00M | 2.45% | 00.0% | Unchanged |
| West Bancorporation Inc | 11,922 | $6.99M | 4.59% | 00.0% | Unchanged |
| Rockingstone Advisors LLC | 11,914 | $6.98M | 3.08% | −1,070−8.2% | Reduced |
| RK Capital Management, LLC | 11,886 | $6.97M | 0.58% | −13,804−53.7% | Reduced |
| Sowa Financial Group, Inc. | 11,864 | $6.95M | 4.35% | −6,764−36.3% | Reduced |
| Genesee Capital Advisors, LLC | 11,844 | $6.94M | 3.23% | −331−2.7% | Reduced |
| Sage Rhino Capital LLC | 11,839 | $6.94M | 1.51% | +3,180+36.7% | Added |
| Cornerstone Advisors Asset Management, LLC | 11,829 | $6.93M | 1.50% | +10.0% | Added |
| Invenio Wealth Partners LLC | 11,809 | $6.92M | 2.90% | −301−2.5% | Reduced |
| Howe & Rusling Inc | 11,777 | $6.90M | 0.59% | +2,076+21.4% | Added |
| GSB Wealth Management, LLC | 11,750 | $6.89M | 1.78% | −242−2.0% | Reduced |
| Pallas Capital Advisors LLC | 11,731 | $6.88M | 0.29% | −969−7.6% | Reduced |
| Gratus Wealth Advisors, LLC | 11,713 | $6.86M | 1.10% | 00.0% | Unchanged |
| Sabal Trust CO | 11,710 | $6.86M | 0.40% | +800+7.3% | Added |
| RWM Asset Management, LLC | 11,695 | $6.85M | 1.12% | +1,256+12.0% | Added |
| Sierra Capital LLC | 11,670 | $6.84M | 0.81% | +294+2.6% | Added |
| Guardian Partners Inc. | 11,594 | $6.83M | 0.70% | +11,594 | New |
| Signify Wealth | 11,645 | $6.82M | 7.70% | +747+6.9% | Added |
| Alta Wealth Advisors LLC | 11,606 | $6.80M | 2.98% | +162+1.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,342 | $6.80M | 0.06% | +153+1.4% | Added |
| Calamos Advisors LLC | 11,549 | $6.77M | 0.03% | −825−6.7% | Reduced |
| Private Portfolio Partners LLC | 11,514 | $6.75M | 1.24% | −50.0% | Reduced |
| Cornerstone Advisors, LLC | 11,500 | $6.74M | 0.27% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 11,494 | $6.74M | 0.53% | −252−2.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 11,493 | $6.74M | 4.06% | −65−0.6% | Reduced |
| MGO Private Wealth, LLC | 11,491 | $6.73M | 4.79% | −315−2.7% | Reduced |
| KKM Financial LLC | 11,396 | $6.70M | 2.79% | +2,044+21.9% | Added |
| Cassaday & Co Wealth Management LLC | 11,426 | $6.70M | 0.18% | +623+5.8% | Added |
| Novem Group | 11,411 | $6.69M | 0.99% | +11,411 | New |
| Eagle Global Advisors LLC | 11,393 | $6.68M | 0.27% | +5,640+98.0% | Added |
| New Republic Capital, LLC | 11,384 | $6.67M | 4.36% | −16,384−59.0% | Reduced |
| BTC Capital Management, Inc. | 11,377 | $6.67M | 0.62% | −3,400−23.0% | Reduced |
| Bragg Financial Advisors, Inc | 11,372 | $6.66M | 0.27% | +399+3.6% | Added |
| Millington Financial Advisors, LLC | 11,149 | $6.66M | 3.87% | +2,043+22.4% | Added |
| Peoples Bank | 11,347 | $6.65M | 3.91% | −777−6.4% | Reduced |
| Clare Market Investments LLC | 11,323 | $6.64M | 1.57% | +210+1.9% | Added |
| Bank of New Hampshire | 11,311 | $6.63M | 1.71% | −1,478−11.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 11,303 | $6.62M | 0.90% | +11,303 | New |
| Walkner Condon Financial Advisors LLC | 11,259 | $6.60M | 1.34% | −1,254−10.0% | Reduced |
| Amplius Wealth Advisors, LLC | 11,250 | $6.59M | 0.68% | +43+0.4% | Added |
| Guidance Point Advisors, LLC | 11,240 | $6.59M | 1.85% | +39+0.3% | Added |
| OmniStar Financial Group, Inc. | 11,152 | $6.55M | 5.27% | +921+9.0% | Added |
| Blueprint Investment Partners LLC | 11,164 | $6.54M | 1.04% | +6,607+145.0% | Added |
| Kanawha Capital Management LLC | 11,154 | $6.54M | 0.51% | +114+1.0% | Added |
| Providence First Trust Co | 11,125 | $6.52M | 2.45% | +616+5.9% | Added |
| First American Trust, FSB | 11,119 | $6.52M | 0.65% | +1,010+10.0% | Added |
| Old Second National Bank of Aurora | 11,110 | $6.51M | 1.48% | +739+7.1% | Added |