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 |
|---|---|---|---|---|---|
| Greenfield FTC, Inc. | 739,455 | $433.4M | 84.38% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,029,156 | $428.0M | 1.22% | −21,490−2.0% | Reduced |
| Capstone Investment Advisors, LLC | 729,824 | $427.7M | 4.23% | −988,381−57.5% | Reduced |
| Journey Strategic Wealth LLC | 727,652 | $426.5M | 15.94% | +1,416+0.2% | Added |
| MEMBERS Trust Co | 717,543 | $420.5M | 14.49% | −15,327−2.1% | Reduced |
| Akuna Securities LLC | 697,237 | $408.6M | 71.31% | +697,237 | New |
| Kovitz Investment Group Partners, LLC | 677,491 | $397.1M | 1.95% | −54,708−7.5% | Reduced |
| Apexium Financial, LP | 674,021 | $395.0M | 23.97% | −2970.0% | Reduced |
| Natixis | 669,212 | $392.2M | 2.66% | −897,998−57.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 655,510 | $384.2M | 0.74% | +34,531+5.6% | Added |
| Meitav Dash Investments Ltd | 647,368 | $379.2M | 6.40% | −45,421−6.6% | Reduced |
| Sun Life Financial INC | 644,174 | $377.5M | 21.06% | +12,145+1.9% | Added |
| MML Investors Services, LLC | 644,145 | $377.5M | 1.30% | +29,352+4.8% | Added |
| Baird Financial Group, Inc. | 634,293 | $371.7M | 0.71% | +13,335+2.1% | Added |
| Ieq Capital, LLC | 628,660 | $368.4M | 3.56% | +31,330+5.2% | Added |
| Balyasny Asset Management LLC | 628,249 | $368.2M | 0.86% | +588,960+1,499.0% | Added |
| Two Sigma Investments, LP | 627,271 | $367.6M | 0.85% | −238,671−27.6% | Reduced |
| AMG National Trust Bank | 615,674 | $362.0M | 9.99% | −16,951−2.7% | Reduced |
| Thrivent Financial for Lutherans | 613,940 | $360.1M | 0.70% | −34,164−5.3% | Reduced |
| Brown Advisory Inc | 613,044 | $359.3M | 0.46% | +36,565+6.3% | Added |
| Caisse de Depot Et Placement du Quebec | 608,100 | $356.4M | 0.74% | +608,100 | New |
| Jones Financial Companies LLLP | 607,400 | $356.0M | 0.34% | +79,093+15.0% | Added |
| Wealthspire Advisors, LLC | 586,133 | $343.5M | 3.41% | −15,298−2.5% | Reduced |
| GTS Securities LLC | 580,566 | $340.1M | 16.56% | +123,786+27.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 579,578 | $339.7M | 1.13% | −2,774−0.5% | Reduced |
| Janney Montgomery Scott LLC | 572,456 | $335.5M | 0.93% | +7,558+1.3% | Added |
| Deutsche Bank AG | 571,429 | $334.9M | 0.13% | −16,042−2.7% | Reduced |
| CIBC World Markets Inc. | 564,960 | $331.1M | 0.76% | +123,502+28.0% | Added |
| Concentric Capital Strategies, LP | 560,000 | $328.2M | 20.70% | 00.0% | Unchanged |
| Great West Life Assurance Co | 559,514 | $327.6M | 0.57% | −14,880−2.6% | Reduced |
| Main Management Fund Advisors LLC | 551,600 | $323.3M | 49.35% | +13,000+2.4% | Added |
| Private Advisor Group, LLC | 549,059 | $321.8M | 1.81% | +12,073+2.2% | Added |
| Franklin Resources Inc | 547,630 | $321.0M | 0.09% | −41,623−7.1% | Reduced |
| Daido Life Insurance Co | 544,324 | $319.0M | 39.14% | 00.0% | Unchanged |
| GWM Advisors LLC | 658,604 | $316.2M | 1.90% | −52,086−7.3% | Reduced |
| Davis R M Inc | 538,289 | $315.5M | 6.16% | +20,743+4.0% | Added |
| M&T Bank Corp | 534,193 | $313.1M | 1.05% | −19,606−3.5% | Reduced |
| Ci Investments Inc. | 531,788 | $311.7M | 1.18% | +204,833+62.6% | Added |
| Soundwatch Capital LLC | 525,631 | $308.1M | 32.57% | +916+0.2% | Added |
| BIP Wealth, LLC | 525,262 | $307.8M | 20.60% | +1410.0% | Added |
| Hackensack Meridian Health, Inc. | 524,000 | $307.1M | 36.48% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 521,224 | $305.3M | 5.56% | −1,162,643−69.0% | Reduced |
| Fifth Third Bancorp | 520,523 | $305.1M | 1.11% | −33,089−6.0% | Reduced |
| Ensign Peak Advisors, Inc | 515,457 | $302.1M | 0.54% | +515,457 | New |
| Mirae Asset Global Investments Co., Ltd. | 511,057 | $300.7M | 1.22% | −137,941−21.3% | Reduced |
| Millennium Management LLC | 512,410 | $300.3M | 0.26% | −5,054,196−90.8% | Reduced |
| National Bank of Canada | 509,097 | $298.4M | 0.39% | +258,692+103.3% | Added |
| Comerica Bank | 506,662 | $296.9M | 1.20% | −39,845−7.3% | Reduced |
| Millburn Ridgefield Corp | 505,317 | $296.2M | 7.41% | +24,509+5.1% | Added |
| Catalyst Capital Advisors LLC | 505,317 | $296.2M | 6.31% | +24,509+5.1% | Added |
| Amundi | 496,610 | $292.7M | 0.10% | −2,545−0.5% | Reduced |
| Walleye Trading LLC | 494,792 | $290.0M | 5.70% | −137,987−21.8% | Reduced |
| Kestra Advisory Services, LLC | 488,425 | $286.3M | 1.57% | +17,471+3.7% | Added |
| GR Financial Group, LLC | 480,579 | $281.7M | 47.64% | −3,206−0.7% | Reduced |
| Verition Fund Management LLC | 478,887 | $280.7M | 1.42% | −459,759−49.0% | Reduced |
| Passaic Partners LLC | 475,112 | $278.5M | 40.45% | −15,012−3.1% | Reduced |
| Man Group plc | 469,731 | $275.3M | 0.84% | −198,837−29.7% | Reduced |
| AlTi Global, Inc. | 453,840 | $269.7M | 6.51% | −15,182−3.2% | Reduced |
| Mercer Global Advisors Inc | 455,161 | $265.0M | 0.65% | −1,057,837−69.9% | Reduced |
| SIH Partners, LLLP | 449,418 | $263.4M | 18.45% | +449,418 | New |
| Alaska Permanent Capital Management | 448,931 | $263.0M | 21.61% | +25,701+6.1% | Added |
| Granger Management LLC | 436,324 | $256.6M | 58.32% | −203,618−31.8% | Reduced |
| Whittier Trust Co | 433,709 | $254.2M | 3.35% | +2,398+0.6% | Added |
| Sculptor Capital LP | 433,480 | $254.1M | 4.05% | +433,480 | New |
| JANA Partners Management, LP | 429,263 | $251.6M | 13.14% | −49,700−10.4% | Reduced |
| Credit Agricole S A | 426,677 | $250.1M | 0.85% | +328,316+333.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 420,224 | $247.1M | 19.26% | +2,142+0.5% | Added |
| Trustees of Dartmouth College | 418,800 | $245.5M | 72.67% | −31,000−6.9% | Reduced |
| CVS Health Corp | 397,891 | $233.2M | 99.77% | +110,000+38.2% | Added |
| Connable Office Inc | 397,517 | $233.0M | 24.11% | +15,259+4.0% | Added |
| Berkshire Money Management, Inc. | 391,586 | $229.5M | 24.95% | +1,749+0.4% | Added |
| Aristotle Capital Management, LLC | 389,102 | $228.0M | 0.44% | +315,336+427.5% | Added |
| Shulman DeMeo Asset Management LLC | 387,835 | $227.3M | 61.33% | −6,943−1.8% | Reduced |
| B&D White Capital Company, LLC | 387,316 | $227.0M | 38.25% | −610.0% | Reduced |
| EP Wealth Advisors, LLC | 386,193 | $226.3M | 1.85% | −34,889−8.3% | Reduced |
| White Mountains Insurance Group Ltd | 383,146 | $224.6M | 52.69% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 382,421 | $224.1M | 0.32% | −193,828−33.6% | Reduced |
| IMC-Chicago, LLC | 376,682 | $220.8M | 6.02% | −319,740−45.9% | Reduced |
| DT Investment Partners, LLC | 375,641 | $220.2M | 18.63% | −18,595−4.7% | Reduced |
| Avantax Advisory Services, Inc. | 374,111 | $219.3M | 1.38% | +9,878+2.7% | Added |
| Sand Hill Global Advisors, LLC | 372,011 | $218.0M | 9.23% | −20,310−5.2% | Reduced |
| Teramo Advisors, LLC | 370,000 | $216.8M | 92.22% | +15,000+4.2% | Added |
| Brookstone Capital Management | 366,068 | $214.5M | 3.12% | −5,183−1.4% | Reduced |
| TD Waterhouse Canada Inc. | 357,209 | $209.3M | 1.69% | +28,713+8.7% | Added |
| Bessemer Group Inc | 356,376 | $208.9M | 0.34% | +90,665+34.1% | Added |
| Meiji Yasuda Life Insurance Co | 355,412 | $208.3M | 3.92% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 355,010 | $208.1M | 2.94% | +3,599+1.0% | Added |
| Sanctuary Advisors, LLC | 343,257 | $207.7M | 1.31% | −10,527−3.0% | Reduced |
| NorthRock Partners, LLC | 359,434 | $203.4M | 6.64% | −361,303−50.1% | Reduced |
| CIBC Private Wealth Group, LLC | 344,180 | $202.9M | 0.37% | +104,627+43.7% | Added |
| Juniper Hill Capital Management LP | 345,637 | $202.6M | 44.87% | 00.0% | Unchanged |
| Hollencrest Capital Management | 343,899 | $201.6M | 8.13% | +11,493+3.5% | Added |
| Mutual Advisors, LLC | 339,682 | $201.0M | 5.82% | −2,442−0.7% | Reduced |
| MetLife Investment Management | 341,750 | $200.3M | 1.09% | +199,250+139.8% | Added |
| TD Private Client Wealth LLC | 340,880 | $199.8M | 5.59% | −7,640−2.2% | Reduced |
| HBK Investments L P | 340,000 | $199.3M | 3.78% | +340,000 | New |
| Wolverine Trading, LLC | 335,457 | $197.3M | 4.44% | −339,585−50.3% | Reduced |
| HB Wealth Management, LLC | 336,564 | $197.3M | 2.02% | +5,780+1.7% | Added |
| Wellington Management Group LLP | 334,686 | $196.2M | 0.04% | −112,896−25.2% | Reduced |
| Pinnacle Financial Partners Inc | 335,740 | $195.6M | 3.96% | +19,150+6.0% | Added |