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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Syntax Research, Inc. | 8,247 | $4.83M | 3.47% | −1,221−12.9% | Reduced |
| Cherrydale Wealth Management, LLC | 8,235 | $4.83M | 1.87% | +25+0.3% | Added |
| Laraway Financial Inc | 8,207 | $4.81M | 3.81% | +382+4.9% | Added |
| Almanack Investment Partners, LLC. | 8,202 | $4.81M | 0.74% | +299+3.8% | Added |
| Synergy Financial Management, LLC | 8,298 | $4.81M | 0.37% | +4,098+97.6% | Added |
| Plotkin Financial Advisors, LLC | 8,193 | $4.80M | 2.85% | +596+7.8% | Added |
| Burling Wealth Partners, LLC | 8,179 | $4.79M | 0.98% | +8,179 | New |
| B & T Capital Management DBA Alpha Capital Management | 8,178 | $4.79M | 0.88% | −82−1.0% | Reduced |
| Abel Hall, LLC | 8,148 | $4.78M | 3.04% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 8,138 | $4.77M | 0.17% | +2,035+33.3% | Added |
| JustInvest LLC | 8,130 | $4.77M | 0.07% | +299+3.8% | Added |
| Roberts Glore & Co Inc | 8,129 | $4.76M | 1.41% | −997−10.9% | Reduced |
| Tandem Financial, LLC | 8,091 | $4.76M | 5.04% | +8,091 | New |
| Legacy Financial Strategies, LLC | 8,132 | $4.75M | 1.02% | +842+11.6% | Added |
| Rebalance, LLC | 8,109 | $4.75M | 0.36% | −698−7.9% | Reduced |
| Luminvest Wealth Management LLC | 8,106 | $4.75M | 1.92% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 8,105 | $4.75M | 1.40% | −42−0.5% | Reduced |
| Anchor Investment Management, LLC | 8,101 | $4.75M | 0.44% | +101+1.3% | Added |
| Coign Capital Advisors LLC | 8,085 | $4.74M | 4.37% | +8,085 | New |
| Pictet Bank & Trust Ltd | 8,060 | $4.72M | 4.72% | −2,981−27.0% | Reduced |
| Monticello Wealth Management, LLC | 8,052 | $4.72M | 0.40% | +31+0.4% | Added |
| Logan Capital Management Inc | 8,051 | $4.72M | 0.20% | +4,358+118.0% | Added |
| Cohen & Steers, Inc. | 8,047 | $4.72M | 0.01% | 00.0% | Unchanged |
| M1 Capital Management LLC | 8,023 | $4.70M | 2.54% | +8,023 | New |
| Rialto Wealth Management, LLC | 8,019 | $4.70M | 1.55% | +8,019 | New |
| Alpha Wealth Funds, LLC | 8,015 | $4.70M | 4.92% | +8,015 | New |
| Todd Asset Management LLC | 8,017 | $4.70M | 0.11% | +8,017 | New |
| Chicago Capital, LLC | 7,989 | $4.68M | 0.12% | +1,027+14.8% | Added |
| Congress Asset Management Co | 7,984 | $4.68M | 0.03% | +4,329+118.4% | Added |
| Ridgecrest Wealth Partners, LLC | 7,965 | $4.67M | 2.53% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 7,965 | $4.67M | 0.94% | 00.0% | Unchanged |
| Acute Investment Advisory, LLC | 7,947 | $4.66M | 5.11% | +7,947 | New |
| Peachtree Investment Partners, LLC | 7,904 | $4.63M | 1.74% | −120−1.5% | Reduced |
| Cohen Capital Management, Inc. | 7,895 | $4.63M | 0.77% | −19−0.2% | Reduced |
| EPIQ Capital Group, LLC | 7,868 | $4.63M | 1.21% | +164+2.1% | Added |
| Family Legacy, Inc. | 7,848 | $4.63M | 1.57% | −101−1.3% | Reduced |
| TruWealth Advisors, LLC | 7,885 | $4.62M | 0.28% | −44−0.6% | Reduced |
| Tempus Wealth Planning, LLC | 7,878 | $4.62M | 1.41% | +822+11.6% | Added |
| Russell Investments Group, Ltd. | 7,875 | $4.62M | 0.01% | +594+8.2% | Added |
| Clientfirst Wealth Management, LLC | 7,861 | $4.61M | 4.66% | +7,861 | New |
| Pegasus Asset Management, Inc. | 7,849 | $4.60M | 1.73% | −126−1.6% | Reduced |
| Single Point Partners, LLC | 7,832 | $4.59M | 1.06% | −12−0.2% | Reduced |
| MidWestOne Financial Group, Inc. | 7,820 | $4.58M | 0.64% | +258+3.4% | Added |
| Peak Planning Group, LLC | 7,786 | $4.56M | 1.90% | −167−2.1% | Reduced |
| ELCO Management Co., LLC | 7,776 | $4.56M | 2.39% | −18−0.2% | Reduced |
| Liberty Square Wealth Partners LLC | 7,473 | $4.56M | 1.66% | +7,473 | New |
| Total Clarity Wealth Management, Inc. | 7,771 | $4.55M | 1.48% | +145+1.9% | Added |
| Evernest Financial Advisors, LLC | 7,763 | $4.55M | 1.18% | −585−7.0% | Reduced |
| Climber Capital SA | 7,735 | $4.53M | 3.73% | +7,735 | New |
| Weinberger Asset Management, Inc | 7,694 | $4.51M | 1.88% | −232−2.9% | Reduced |
| Crossmark Global Holdings, Inc. | 7,691 | $4.51M | 0.08% | +5,733+292.8% | Added |
| Long Run Wealth Advisors, LLC | 7,684 | $4.50M | 1.08% | −75−1.0% | Reduced |
| Delta Investment Management, LLC | 7,654 | $4.49M | 0.87% | −892−10.4% | Reduced |
| LBMC Investment Advisors, LLC | 7,650 | $4.48M | 0.35% | +34+0.4% | Added |
| Power Wealth Management LLC | 7,647 | $4.48M | 1.87% | −65−0.8% | Reduced |
| Chesapeake Wealth Management | 7,631 | $4.47M | 1.53% | −274−3.5% | Reduced |
| Coastal Bridge Advisors, LLC | 7,603 | $4.46M | 1.12% | +12+0.2% | Added |
| Charter Oak Capital Management, LLC | 7,587 | $4.45M | 0.41% | −625−7.6% | Reduced |
| Mirabaud & Cie SA | 7,585 | $4.44M | 1.43% | −6,814−47.3% | Reduced |
| Catalyst Private Wealth, LLC | 7,566 | $4.43M | 1.97% | +162+2.2% | Added |
| Avalon Trust Co | 7,550 | $4.42M | 0.31% | −130−1.7% | Reduced |
| Arrowroot Family Office, LLC | 7,531 | $4.41M | 2.30% | +1,073+16.6% | Added |
| Madden Advisory Services, Inc. | 7,522 | $4.41M | 2.05% | −79−1.0% | Reduced |
| Woodstock Corp | 7,517 | $4.41M | 0.42% | +83+1.1% | Added |
| Two Point Capital Management, Inc. | 7,287 | $4.39M | 1.57% | −16−0.2% | Reduced |
| Goldstone Financial Group, LLC | 7,491 | $4.39M | 0.69% | +7+0.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 7,486 | $4.39M | 0.35% | −86−1.1% | Reduced |
| Juncture Wealth Strategies, LLC | 7,479 | $4.38M | 1.63% | +286+4.0% | Added |
| Tanglewood Legacy Advisors, LLC | 7,478 | $4.38M | 1.87% | +22+0.3% | Added |
| CMT Capital Markets Trading GmbH | 7,474 | $4.38M | 2.61% | +7,474 | New |
| Aegis Wealth Management LLC | 7,470 | $4.38M | 2.96% | +7,470 | New |
| Allegheny Financial Group LTD | 7,444 | $4.36M | 1.12% | +280+3.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 7,444 | $4.36M | 1.85% | −347−4.5% | Reduced |
| Alley Investment Management Company, LLC | 7,441 | $4.36M | 0.55% | +22+0.3% | Added |
| AtlasMark Financial, Inc | 7,430 | $4.35M | 4.00% | −100−1.3% | Reduced |
| Coastwise Capital Group, LLC | 7,421 | $4.35M | 3.48% | +308+4.3% | Added |
| Journey Beyond Wealth, LLC | 7,420 | $4.35M | 4.09% | +7,420 | New |
| Twin Lakes Capital Management, LLC | 7,404 | $4.34M | 2.78% | −63−0.8% | Reduced |
| Second Half Financial Partners, LLC | 7,400 | $4.34M | 2.12% | +284+4.0% | Added |
| Hamilton Point Investment Advisors, LLC | 7,369 | $4.33M | 0.78% | +80+1.1% | Added |
| Arrow Financial Corp | 7,351 | $4.31M | 0.41% | −4−0.1% | Reduced |
| Resolute Wealth Strategies, LLC | 7,351 | $4.31M | 2.22% | −20.0% | Reduced |
| Stephenson National Bank & Trust | 7,349 | $4.31M | 1.45% | −1,069−12.7% | Reduced |
| Pasadena Private Wealth, LLC | 7,333 | $4.30M | 0.88% | +132+1.8% | Added |
| Icapital Wealth LLC | 7,329 | $4.30M | 2.46% | −196−2.6% | Reduced |
| Barrett & Company, Inc. | 7,327 | $4.29M | 1.81% | +106+1.5% | Added |
| Raffa Wealth Management, LLC | 7,306 | $4.28M | 1.00% | −38−0.5% | Reduced |
| Strategic Investment Management, LLC | 7,300 | $4.28M | 1.48% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 7,265 | $4.26M | 0.34% | −10,035−58.0% | Reduced |
| SRS Capital Advisors, Inc. | 7,254 | $4.25M | 0.27% | +1,607+28.5% | Added |
| Canoe Financial LP | 2,345 | $4.25M | 0.07% | +2,345 | New |
| Sunesis Advisors, LLC | 7,207 | $4.22M | 2.57% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 7,207 | $4.22M | 1.37% | +39+0.5% | Added |
| Kirr Marbach & Co LLC | 7,173 | $4.22M | 0.91% | +7,173 | New |
| D L Carlson Investment Group Inc | 7,188 | $4.21M | 0.75% | +196+2.8% | Added |
| SOL Capital Management CO | 7,186 | $4.21M | 0.47% | +655+10.0% | Added |
| DHJJ Financial Advisors, Ltd. | 7,182 | $4.21M | 1.64% | −315−4.2% | Reduced |
| Aldebaran Financial Inc. | 7,150 | $4.21M | 4.92% | −1,256−14.9% | Reduced |
| Atlas Legacy Advisors, LLC | 7,163 | $4.20M | 1.02% | +7,163 | New |
| Semus Wealth Partners LLC | 7,157 | $4.19M | 2.78% | +75+1.1% | Added |