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 |
|---|---|---|---|---|---|
| Defined Wealth Management, LLC | 9,747 | $5.71M | 3.78% | −54−0.6% | Reduced |
| DHK Financial Advisors, Inc. | 9,677 | $5.69M | 3.45% | +766+8.6% | Added |
| Kearns & Associates LLC | 9,650 | $5.66M | 3.65% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 9,647 | $5.65M | 0.47% | −8−0.1% | Reduced |
| Samalin Investment Counsel, LLC | 9,644 | $5.65M | 2.43% | +902+10.3% | Added |
| John W. Brooker & Co., CPAs | 9,638 | $5.65M | 2.44% | +36+0.4% | Added |
| Montis Financial, LLC | 9,613 | $5.63M | 1.74% | +112+1.2% | Added |
| Fire Capital Management LLC | 9,600 | $5.63M | 4.19% | +9,600 | New |
| Arkansas Financial Group, Inc. | 9,574 | $5.61M | 0.91% | −794−7.7% | Reduced |
| Waddell & Associates, LLC | 9,553 | $5.60M | 0.57% | −351−3.5% | Reduced |
| Greenup Street Wealth Management LLC | 9,544 | $5.59M | 1.11% | +1,381+16.9% | Added |
| Polen Capital Management LLC | 9,539 | $5.59M | 0.02% | +7,676+412.0% | Added |
| Madison Park Capital Advisors, LLC | 9,520 | $5.58M | 4.45% | −23−0.2% | Reduced |
| Private Capital Management, LLC | 9,519 | $5.58M | 0.59% | +27+0.3% | Added |
| Austin Private Wealth, LLC | 9,515 | $5.58M | 0.52% | +936+10.9% | Added |
| Shaker Financial Services, LLC | 9,454 | $5.56M | 2.13% | +7,625+416.9% | Added |
| Guyasuta Investment Advisors Inc | 9,469 | $5.55M | 0.35% | +20.0% | Added |
| Skopos Labs, Inc. | 9,451 | $5.54M | 1.65% | +1,376+17.0% | Added |
| Madison Wealth Partners, Inc | 9,444 | $5.53M | 1.55% | −6−0.1% | Reduced |
| MTM Investment Management, LLC | 9,433 | $5.53M | 2.13% | −78−0.8% | Reduced |
| Coordinated Financial Services, Inc. | 9,435 | $5.53M | 4.31% | +9,435 | New |
| Rockland Trust Co | 9,412 | $5.52M | 0.28% | +19+0.2% | Added |
| Loudon Investment Management, LLC | 9,393 | $5.51M | 3.13% | +286+3.1% | Added |
| Unionview, LLC | 9,392 | $5.50M | 4.03% | −61−0.6% | Reduced |
| Richards, Merrill & Peterson, Inc. | 9,372 | $5.49M | 2.87% | +9,372 | New |
| Clarity Financial LLC | 9,371 | $5.49M | 0.66% | −1,048−10.1% | Reduced |
| Nemes Rush Group LLC | 9,365 | $5.49M | 0.68% | +4,347+86.6% | Added |
| Litman Gregory Asset Management LLC | 9,352 | $5.48M | 0.48% | +432+4.8% | Added |
| Herbst Group, LLC | 9,339 | $5.47M | 3.41% | +383+4.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,327 | $5.47M | 3.09% | +6+0.1% | Added |
| Centennial Bank | 9,309 | $5.46M | 2.57% | −742−7.4% | Reduced |
| Pinnacle Bancorp, Inc. | 9,304 | $5.45M | 1.77% | −270−2.8% | Reduced |
| LRI Investments, LLC | 9,304 | $5.45M | 0.53% | −899−8.8% | Reduced |
| Sagespring Wealth Partners, LLC | 144,264 | $5.45M | 0.14% | +144,264 | New |
| American National Bank | 9,270 | $5.43M | 0.61% | −577−5.9% | Reduced |
| Auxano Advisors, LLC | 9,246 | $5.42M | 1.37% | −473−4.9% | Reduced |
| Colony Family Offices, LLC | 9,195 | $5.41M | 1.70% | +442+5.0% | Added |
| GSG Advisors LLC | 9,189 | $5.39M | 1.70% | +43+0.5% | Added |
| Tilson Financial Group, Inc. | 9,179 | $5.38M | 2.20% | −954−9.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 9,134 | $5.35M | 0.31% | −122−1.3% | Reduced |
| Wealthstream Advisors, Inc. | 9,128 | $5.35M | 0.99% | −69−0.8% | Reduced |
| WPWealth LLP | 9,118 | $5.34M | 1.09% | −86−0.9% | Reduced |
| Ausdal Financial Partners, Inc. | 9,114 | $5.34M | 0.46% | +1,581+21.0% | Added |
| S.A. Mason LLC | 9,111 | $5.34M | 2.80% | −317−3.4% | Reduced |
| Windsor Capital Management, LLC | 9,097 | $5.33M | 1.58% | −1,103−10.8% | Reduced |
| Sharp Financial Services, LLC | 9,092 | $5.33M | 4.04% | +17+0.2% | Added |
| HCR Wealth Advisors | 9,086 | $5.33M | 0.67% | −54−0.6% | Reduced |
| Garden State Investment Advisory Services LLC | 9,047 | $5.31M | 1.63% | −71−0.8% | Reduced |
| USAdvisors Wealth Management, LLC | 9,027 | $5.29M | 1.72% | +1,390+18.2% | Added |
| Mairs & Power Inc | 9,016 | $5.28M | 0.05% | −372−4.0% | Reduced |
| Lakeview Capital Partners, LLC | 9,008 | $5.28M | 1.16% | −1,624−15.3% | Reduced |
| Brass Tax Wealth Management, Inc | 9,003 | $5.28M | 1.11% | +185+2.1% | Added |
| WESCAP Management Group, Inc. | 8,989 | $5.27M | 1.28% | +5,839+185.4% | Added |
| Intrua Financial, LLC | 8,986 | $5.27M | 0.86% | +921+11.4% | Added |
| Private Wealth Partners, LLC | 8,942 | $5.24M | 0.40% | −385−4.1% | Reduced |
| Pacific Financial Group Inc | 8,930 | $5.23M | 3.88% | −82−0.9% | Reduced |
| Personal Cfo Solutions, LLC | 8,911 | $5.22M | 1.03% | +313+3.6% | Added |
| LJI Wealth Management, LLC | 8,891 | $5.21M | 1.03% | −81−0.9% | Reduced |
| Tompkins Financial Corp | 8,873 | $5.20M | 0.48% | +135+1.5% | Added |
| Sightline Wealth Advisors, LLC | 8,861 | $5.19M | 2.80% | +24+0.3% | Added |
| Wimmer Associates 1, LLC | 8,845 | $5.18M | 2.56% | +145+1.7% | Added |
| GW&K Investment Management, LLC | 8,836 | $5.18M | 0.04% | +3,647+70.3% | Added |
| Fogel Capital Management, Inc. | 8,800 | $5.16M | 2.59% | −376−4.1% | Reduced |
| Sterneck Capital Management, LLC | 8,788 | $5.15M | 2.78% | +16+0.2% | Added |
| Marietta Wealth Management, LLC | 8,771 | $5.14M | 0.74% | +347+4.1% | Added |
| Deltec Asset Management LLC | 8,768 | $5.14M | 1.02% | −8,070−47.9% | Reduced |
| Founders Financial Alliance, LLC | 8,728 | $5.12M | 1.41% | +46+0.5% | Added |
| Atlas Brown,Inc. | 8,726 | $5.11M | 1.75% | +80+0.9% | Added |
| Alta Capital Management LLC | 8,709 | $5.10M | 0.30% | +8,709 | New |
| Breakwater Investment Management | 8,695 | $5.10M | 2.17% | −140−1.6% | Reduced |
| Orin Green Financial, LLC | – | $5.08M | 2.23% | – | – |
| Baron Wealth Management LLC | 8,663 | $5.08M | 2.39% | +6+0.1% | Added |
| Sharper & Granite LLC | 8,663 | $5.08M | 2.24% | +2,700+45.3% | Added |
| Trinity Legacy Partners, LLC | 8,622 | $5.05M | 1.30% | +6,540+314.1% | Added |
| Alterna Wealth Management, Inc | 8,603 | $5.04M | 4.25% | +2,566+42.5% | Added |
| RKL Wealth Management LLC | 8,598 | $5.04M | 0.45% | −66−0.8% | Reduced |
| Invst, LLC | 8,595 | $5.04M | 0.61% | +356+4.3% | Added |
| Park Square Financial Group, LLC | 8,570 | $5.02M | 3.47% | +8,570 | New |
| WorthPointe, LLC | 8,570 | $5.02M | 2.09% | −474−5.2% | Reduced |
| United Bank | 8,565 | $5.02M | 0.60% | +353+4.3% | Added |
| Element Wealth, LLC | 8,559 | $5.02M | 2.62% | −3,849−31.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 8,556 | $5.01M | 0.72% | +638+8.1% | Added |
| Joseph P. Lucia & Associates, LLC | 8,547 | $5.01M | 2.23% | +187+2.2% | Added |
| Tennessee Valley Asset Management Partners | 8,505 | $4.98M | 0.83% | −362−4.1% | Reduced |
| ForthRight Wealth Management, LLC | 8,489 | $4.98M | 1.66% | −97−1.1% | Reduced |
| American Alpha Advisors, LLC | 8,479 | $4.97M | 4.52% | −75−0.9% | Reduced |
| Welch Group, LLC | 8,448 | $4.97M | 0.22% | +6,056+253.2% | Added |
| Dunhill Financial, LLC | 8,474 | $4.97M | 2.31% | +2,081+32.6% | Added |
| First County Bank | 8,448 | $4.95M | 2.77% | +1,976+30.5% | Added |
| Yardley Wealth Management LLC | 8,501 | $4.94M | 2.40% | +3,960+87.2% | Added |
| Omega Financial Group, LLC | 8,408 | $4.93M | 1.86% | +50+0.6% | Added |
| BlueSky Wealth Advisors, LLC | 8,366 | $4.90M | 0.77% | −88−1.0% | Reduced |
| NWK Group, Inc. | 8,360 | $4.90M | 1.89% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 8,328 | $4.88M | 8.31% | −210−2.5% | Reduced |
| Tower View Investment Management & Research LLC | 8,318 | $4.88M | 2.58% | +23+0.3% | Added |
| Amussen Hunsaker Associates LLC | 8,317 | $4.88M | 0.69% | +1,478+21.6% | Added |
| McDonald Partners LLC | 8,318 | $4.88M | 1.25% | +20.0% | Added |
| Journey Advisory Group, LLC | 8,951 | $4.87M | 0.58% | 00.0% | Unchanged |
| Ledyard National Bank | 8,299 | $4.86M | 0.46% | −95−1.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 8,253 | $4.84M | 1.50% | +370+4.7% | Added |