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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 11,092 | $6.50M | 0.26% | +495+4.7% | Added |
| Covenant Asset Management, LLC | 11,089 | $6.50M | 1.44% | +205+1.9% | Added |
| Shoker Investment Counsel, Inc. | 11,079 | $6.49M | 2.19% | +519+4.9% | Added |
| Regent Peak Wealth Advisors LLC | 11,073 | $6.49M | 1.46% | −704−6.0% | Reduced |
| Kolinsky Wealth Management, LLC | 11,071 | $6.49M | 3.97% | +82+0.7% | Added |
| Burns J W & Co Inc | 11,068 | $6.49M | 0.83% | −185−1.6% | Reduced |
| Greenland Capital Management LP | 11,062 | $6.48M | 1.29% | +11,062 | New |
| Leverty Financial Group, LLC | 11,047 | $6.47M | 3.29% | +100+0.9% | Added |
| Macroview Investment Management LLC | 11,041 | $6.47M | 6.57% | +82+0.7% | Added |
| Smithfield Trust Co | 11,038 | $6.47M | 0.32% | +78+0.7% | Added |
| Fisher Asset Management, LLC | 11,028 | $6.46M | 0.00% | +3,292+42.6% | Added |
| NWF Advisory Services Inc. | 10,984 | $6.46M | 0.95% | +2,089+23.5% | Added |
| Intact Investment Management Inc. | 10,985 | $6.44M | 0.22% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 10,971 | $6.43M | 3.62% | +3,207+41.3% | Added |
| Retirement Planning Group | 10,922 | $6.40M | 0.32% | −1,029−8.6% | Reduced |
| Krane Funds Advisors LLC | 14,900 | $6.39M | 0.26% | +1,700+12.9% | Added |
| SageView Advisory Group, LLC | 10,883 | $6.38M | 0.27% | +220+2.1% | Added |
| Redwood Park Advisors LLC | 10,867 | $6.37M | 5.44% | +10,867 | New |
| Armbruster Capital Management, Inc. | 10,853 | $6.36M | 1.29% | −172−1.6% | Reduced |
| Solano Wealth Investment Advisors LLC | 10,840 | $6.35M | 3.82% | +10,840 | New |
| Quattro Financial Advisors LLC | 10,470 | $6.35M | 1.65% | −7,434−41.5% | Reduced |
| High Net Worth Advisory Group LLC | 10,806 | $6.33M | 1.77% | +11+0.1% | Added |
| OneAscent Financial Services LLC | 10,788 | $6.32M | 0.54% | +10,788 | New |
| Stairway Partners, LLC | 10,785 | $6.32M | 0.40% | −180,631−94.4% | Reduced |
| Oder Investment Management, LLC | 10,777 | $6.32M | 5.26% | −131−1.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 10,761 | $6.31M | 2.82% | +402+3.9% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 10,760 | $6.31M | 2.95% | +294+2.8% | Added |
| Harvest Investment Services, LLC | 10,754 | $6.30M | 1.54% | +221+2.1% | Added |
| HAP Trading, LLC | 10,749 | $6.30M | 2.11% | +10,749 | New |
| JFG Wealth Management, LLC | 10,727 | $6.29M | 1.44% | +1,296+13.7% | Added |
| FreeGulliver LLC | 10,714 | $6.28M | 3.28% | +4,122+62.5% | Added |
| Michels Family Financial, LLC | 10,707 | $6.28M | 5.74% | +10,707 | New |
| Round Rock Advisors, LLC | 10,667 | $6.25M | 1.28% | +296+2.9% | Added |
| Assetmark, Inc | 10,636 | $6.23M | 0.02% | +8,678+443.2% | Added |
| Levin Capital Strategies, L.P. | 10,630 | $6.23M | 0.59% | +3,003+39.4% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 10,627 | $6.23M | 1.82% | +9,789+1,168.1% | Added |
| Fiduciary Planning LLC | 10,620 | $6.22M | 2.02% | −1,253−10.6% | Reduced |
| Aurora Private Wealth, Inc. | 10,613 | $6.22M | 4.66% | +164+1.6% | Added |
| Cypress Financial Planning LLC | 10,612 | $6.22M | 2.28% | −231−2.1% | Reduced |
| Seelaus Asset Management LLC | 10,602 | $6.21M | 5.65% | −505−4.5% | Reduced |
| Broderick Brian C | 10,600 | $6.21M | 1.22% | 00.0% | Unchanged |
| TL Private Wealth | 10,472 | $6.21M | 2.78% | −377−3.5% | Reduced |
| American Institute for Advanced Investment Management, LLP | 10,567 | $6.19M | 4.62% | −118−1.1% | Reduced |
| Merkkuri Wealth Advisors LLC | 10,566 | $6.19M | 4.90% | −281−2.6% | Reduced |
| Helen Stephens Group, LLC | 10,532 | $6.17M | 1.83% | +274+2.7% | Added |
| Asset Dedication, LLC | 10,509 | $6.16M | 0.48% | +2,246+27.2% | Added |
| One Day In July LLC | 10,426 | $6.11M | 0.64% | −73−0.7% | Reduced |
| Drexel Morgan & Co. | 10,386 | $6.09M | 1.26% | 00.0% | Unchanged |
| Founders Capital Management | 10,348 | $6.06M | 3.84% | −170−1.6% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 10,330 | $6.05M | 0.42% | −374−3.5% | Reduced |
| Integrity Alliance, LLC. | 10,324 | $6.05M | 0.66% | +10,324 | New |
| Per Stirling Capital Management, LLC. | 10,320 | $6.05M | 0.86% | +2,949+40.0% | Added |
| Wick Capital Partners, LLC | 10,277 | $6.02M | 1.78% | −1,789−14.8% | Reduced |
| Paradigm Financial Partners, LLC | 10,275 | $6.02M | 0.76% | +1,752+20.6% | Added |
| Petros Family Wealth, LLC | 10,253 | $6.01M | 6.49% | +10,253 | New |
| Marshall Investment Management, LLC | 10,455 | $6.00M | 3.54% | +10,455 | New |
| M.D. Sass Investors Services, Inc. | 10,220 | $5.99M | 0.46% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 9,816 | $5.99M | 1.43% | −4,749−32.6% | Reduced |
| Central Valley Advisors, LLC | 10,187 | $5.97M | 2.71% | −39−0.4% | Reduced |
| Perennial Advisors, LLC | 10,179 | $5.97M | 1.30% | +10,179 | New |
| Crews Bank & Trust | 10,156 | $5.95M | 1.00% | +10,156 | New |
| Cordatus Wealth Management LLC | 10,146 | $5.95M | 1.57% | −14,793−59.3% | Reduced |
| Absolute Capital Management, LLC | 10,122 | $5.94M | 3.28% | −76−0.7% | Reduced |
| Hohimer Wealth Management, LLC | 10,124 | $5.93M | 1.12% | +294+3.0% | Added |
| Verus Capital Partners, LLC | 10,115 | $5.93M | 0.57% | +980+10.7% | Added |
| Stephen J. Garry & Associates, LLC | 10,104 | $5.92M | 5.47% | −1,375−12.0% | Reduced |
| Naples Global Advisors, LLC | 10,063 | $5.92M | 0.55% | +135+1.4% | Added |
| LCNB Corp | 10,082 | $5.91M | 2.15% | −62−0.6% | Reduced |
| Bay Rivers Group | 10,061 | $5.90M | 2.86% | +677+7.2% | Added |
| Blue Fin Capital, Inc. | 10,055 | $5.89M | 1.09% | −50.0% | Reduced |
| Laird Norton Trust Company, LLC | 10,000 | $5.88M | 0.80% | 00.0% | Unchanged |
| Nutshell Asset Management Ltd | 10,032 | $5.88M | 3.71% | +10,032 | New |
| McAdam, LLC | 10,019 | $5.87M | 0.32% | +1,297+14.9% | Added |
| Weaver Capital Management LLC | 10,001 | $5.86M | 1.65% | +316+3.3% | Added |
| Shay Capital LLC | 10,000 | $5.86M | 1.44% | +9,800+4,900.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10,003 | $5.86M | 0.01% | −53−0.5% | Reduced |
| Nautilus Advisors LLC | 9,991 | $5.86M | 4.66% | +9,991 | New |
| Morris Financial Concepts, Inc. | 9,975 | $5.85M | 2.51% | −70−0.7% | Reduced |
| SL Advisors, LLC | 9,969 | $5.84M | 9.66% | 00.0% | Unchanged |
| Legacy Wealth Management, Inc | 9,965 | $5.84M | 0.37% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 9,942 | $5.83M | 0.35% | −20.0% | Reduced |
| Burney Co | 9,939 | $5.83M | 0.21% | +72+0.7% | Added |
| My Personal CFO, LLC | 9,908 | $5.81M | 2.98% | +1,002+11.3% | Added |
| Well Done, LLC | 10,115 | $5.80M | 1.06% | 00.0% | Unchanged |
| Garde Capital, Inc. | 9,898 | $5.80M | 0.38% | −20.0% | Reduced |
| JDM Financial Group LLC | 9,896 | $5.80M | 3.01% | +65+0.7% | Added |
| Omnia Family Wealth, LLC | 9,856 | $5.80M | 2.40% | +211+2.2% | Added |
| Chapin Davis, Inc. | 10,056 | $5.77M | 1.88% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 9,843 | $5.77M | 0.22% | +2,621+36.3% | Added |
| Novak & Powell Financial Services, Inc. | 9,842 | $5.77M | 3.43% | −621−5.9% | Reduced |
| Vista Capital Partners, Inc. | 9,839 | $5.77M | 0.67% | −101−1.0% | Reduced |
| Aureus Asset Management, LLC | 9,838 | $5.77M | 0.37% | −150−1.5% | Reduced |
| White Pine Capital LLC | 9,831 | $5.76M | 1.94% | −634−6.1% | Reduced |
| Elyxium Wealth, LLC | 9,827 | $5.76M | 3.51% | −171−1.7% | Reduced |
| Camelot Technology Advisors, Inc. | 9,809 | $5.75M | 5.23% | −288−2.9% | Reduced |
| Fusion Family Wealth LLC | 9,793 | $5.74M | 0.53% | −19−0.2% | Reduced |
| Sterling Capital Management LLC | 9,785 | $5.73M | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 9,785 | $5.73M | 0.86% | +2,250+29.9% | Added |
| Impact Partnership Wealth, LLC | 9,764 | $5.72M | 1.15% | +1,073+12.3% | Added |
| Orca Investment Management, LLC | 9,756 | $5.72M | 5.38% | −428−4.2% | Reduced |