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 |
|---|---|---|---|---|---|
| Capital Wealth Alliance, LLC | 7,152 | $4.19M | 2.38% | +727+11.3% | Added |
| CTC Alternative Strategies, Ltd. | 7,152 | $4.19M | 5.43% | +7,152 | New |
| Baldwin Investment Management, LLC | 7,147 | $4.19M | 0.55% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 7,144 | $4.19M | 0.86% | −92−1.3% | Reduced |
| Platform Technology Partners | 7,125 | $4.18M | 1.27% | +45+0.6% | Added |
| Hassell Wealth Management, LLC | 6,904 | $4.17M | 1.68% | −91−1.3% | Reduced |
| Inspirion Wealth Advisors, LLC | 7,087 | $4.17M | 0.58% | +531+8.1% | Added |
| Boston Research & Management Inc | 7,116 | $4.17M | 1.01% | +20.0% | Added |
| ICONIQ Capital, LLC | 7,113 | $4.17M | 0.06% | +6,325+802.7% | Added |
| Northeast Investment Management | 7,108 | $4.17M | 0.18% | +1,530+27.4% | Added |
| Wynn Capital, LLC | 7,100 | $4.16M | 2.63% | −15−0.2% | Reduced |
| Signature Wealth Management Partners, LLC | 7,072 | $4.14M | 2.85% | +15+0.2% | Added |
| NVWM, LLC | 7,053 | $4.13M | 1.04% | −1,330−15.9% | Reduced |
| Generation Capital Management LLC | 7,051 | $4.13M | 3.54% | +7,051 | New |
| Cerro Pacific Wealth Advisors LLC | 7,186 | $4.12M | 1.36% | +1,502+26.4% | Added |
| Revolve Wealth Partners, LLC | 7,034 | $4.12M | 0.61% | +685+10.8% | Added |
| Sandy Cove Advisors, LLC | 7,023 | $4.12M | 1.62% | −1,308−15.7% | Reduced |
| Heritage Investment Group, Inc. | 7,005 | $4.11M | 0.77% | +20.0% | Added |
| Opal Wealth Advisors, LLC | 7,000 | $4.10M | 1.23% | +20.0% | Added |
| Horan Capital Advisors, LLC. | 6,987 | $4.09M | 1.38% | +283+4.2% | Added |
| Metlife Inc | 6,971 | $4.09M | 43.84% | −115−1.6% | Reduced |
| Nikulski Financial, Inc. | 6,978 | $4.09M | 1.20% | −1,106−13.7% | Reduced |
| Marks Group Wealth Management, Inc | 6,977 | $4.09M | 0.40% | +464+7.1% | Added |
| Pictet North America Advisors SA | 6,964 | $4.08M | 0.39% | −89−1.3% | Reduced |
| Everett Harris & Co | 6,962 | $4.08M | 0.05% | +478+7.4% | Added |
| State of Alaska, Department of Revenue | 6,952 | $4.07M | 0.05% | −16,621−70.5% | Reduced |
| Zions Bancorporation, N.A. | 6,948 | $4.07M | 0.26% | +10+0.1% | Added |
| Clarendon Private LLC | 6,943 | $4.07M | 4.26% | +6,943 | New |
| ZRC Wealth Management, LLC | 6,937 | $4.07M | 1.72% | +290+4.4% | Added |
| Ashton Thomas Securities, LLC | 6,934 | $4.06M | 1.12% | +6,167+804.0% | Added |
| Pacitti Group Inc. | 6,912 | $4.06M | 1.92% | −246−3.4% | Reduced |
| Austin Asset Management Co Inc | 6,889 | $4.04M | 0.80% | +186+2.8% | Added |
| Braun Stacey Associates Inc | 6,884 | $4.03M | 0.15% | −912−11.7% | Reduced |
| XTX Topco Ltd | 6,876 | $4.03M | 0.34% | +5,909+611.1% | Added |
| Onyx Bridge Wealth Group LLC | 6,867 | $4.02M | 0.58% | +410+6.3% | Added |
| Cascades Capital Asset Management, LLC | 6,852 | $4.02M | 2.14% | +4+0.1% | Added |
| Clear Point Advisors Inc. | 6,825 | $4.00M | 3.42% | −6−0.1% | Reduced |
| Waterfront Wealth Inc. | 6,814 | $3.99M | 0.97% | +109+1.6% | Added |
| Texas Capital Bancshares Inc | 6,811 | $3.99M | 1.61% | 00.0% | Unchanged |
| Ironclad Investments LLC | 6,805 | $3.99M | 2.33% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 6,793 | $3.98M | 0.24% | +40+0.6% | Added |
| Edge Wealth Management LLC | 6,788 | $3.98M | 0.81% | +164+2.5% | Added |
| Savvy Advisors, Inc. | 6,781 | $3.97M | 0.48% | +2,550+60.3% | Added |
| Reynders McVeigh Capital Management, LLC | 6,778 | $3.97M | 0.21% | −76−1.1% | Reduced |
| Continuum Advisory, LLC | 6,775 | $3.97M | 0.51% | −183−2.6% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 6,751 | $3.96M | 1.87% | +756+12.6% | Added |
| Blankinship & Foster, LLC | 6,745 | $3.95M | 0.97% | +1,085+19.2% | Added |
| First United Bank Trust | 6,718 | $3.94M | 1.43% | −145−2.1% | Reduced |
| TrinityPoint Wealth, LLC | 6,717 | $3.94M | 0.55% | +1,003+17.6% | Added |
| Cullen Capital Management LLC | 6,698 | $3.93M | 0.05% | +5,572+494.8% | Added |
| Richmond Investment Services, LLC | 6,680 | $3.91M | 2.20% | +6,680 | New |
| Resurgent Financial Advisors LLC | 6,680 | $3.91M | 2.31% | +682+11.4% | Added |
| Wetzel Investment Advisors, Inc. | 6,636 | $3.90M | 1.94% | −95−1.4% | Reduced |
| SeaBridge Investment Advisors LLC | 6,655 | $3.90M | 0.82% | +2,000+43.0% | Added |
| Alpha Cubed Investments, LLC | 6,652 | $3.90M | 0.18% | +1,009+17.9% | Added |
| Topsail Wealth Management, LLC | 6,648 | $3.90M | 0.83% | +6,648 | New |
| Pines Wealth Management, LLC | 6,690 | $3.88M | 1.69% | +6,690 | New |
| Farmers National Bank | 6,624 | $3.88M | 1.13% | +6,624 | New |
| Sequent Asset Management, LLC | 6,617 | $3.88M | 1.91% | +258+4.1% | Added |
| Rossmore Private Capital | 6,608 | $3.87M | 0.48% | −192−2.8% | Reduced |
| Home Federal Bank of Tennessee | 6,602 | $3.87M | 1.15% | 00.0% | Unchanged |
| Botty Investors LLC | 6,579 | $3.87M | 1.27% | 00.0% | Unchanged |
| Enclave Advisors LLC | 6,586 | $3.86M | 0.64% | −82−1.2% | Reduced |
| Howard Wealth Management, LLC | 6,583 | $3.86M | 2.09% | −60−0.9% | Reduced |
| Insight Wealth Strategies, LLC | 6,559 | $3.84M | 0.52% | +2,039+45.1% | Added |
| Fragasso Group Inc. | 6,557 | $3.84M | 0.29% | −24−0.4% | Reduced |
| Phillips Financial Management, LLC | 6,541 | $3.83M | 0.30% | −495−7.0% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 6,534 | $3.83M | 1.60% | +3,654+126.9% | Added |
| Beese Fulmer Investment Management, Inc. | 6,520 | $3.82M | 0.33% | −12−0.2% | Reduced |
| Sonora Investment Management Group, LLC | 6,518 | $3.82M | 0.29% | −196−2.9% | Reduced |
| Willis Johnson & Associates, Inc. | 6,518 | $3.82M | 0.29% | +894+15.9% | Added |
| Pitti Group Wealth Management, LLC | 6,513 | $3.82M | 3.87% | +349+5.7% | Added |
| KFA Private Wealth Group, LLC | 6,502 | $3.81M | 1.60% | +1,380+26.9% | Added |
| Baker Ellis Asset Management LLC | 6,502 | $3.81M | 0.56% | +26+0.4% | Added |
| Highlander Partners, L.P. | 6,500 | $3.81M | 2.16% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 6,498 | $3.81M | 0.47% | −156−2.3% | Reduced |
| SC&H Financial Advisors, Inc. | 6,497 | $3.81M | 0.79% | −269−4.0% | Reduced |
| Net Worth Advisory Group | 6,482 | $3.80M | 1.15% | +3,516+118.5% | Added |
| Sonata Capital Group Inc | 6,479 | $3.80M | 1.57% | +299+4.8% | Added |
| Roffman Miller Associates Inc | 6,472 | $3.79M | 0.23% | +17+0.3% | Added |
| Cascade Financial Partners, LLC | 6,465 | $3.79M | 0.49% | −138−2.1% | Reduced |
| Northwest Bancshares, Inc. | 6,451 | $3.78M | 0.70% | −260−3.9% | Reduced |
| American State Bank (Iowa) | 6,450 | $3.78M | 2.28% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 6,449 | $3.78M | 0.66% | +10.0% | Added |
| Camden Capital, LLC | 6,446 | $3.78M | 0.41% | −6,599−50.6% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 6,446 | $3.78M | 2.49% | −284−4.2% | Reduced |
| Affiance Financial, LLC | 6,440 | $3.77M | 0.90% | +32+0.5% | Added |
| BOK Financial Private Wealth, Inc. | 6,417 | $3.77M | 0.27% | +3,306+106.3% | Added |
| Hallmark Capital Management Inc | 6,433 | $3.77M | 0.28% | +228+3.7% | Added |
| Clark Capital Management Group, Inc. | 6,430 | $3.77M | 0.03% | −2,589−28.7% | Reduced |
| Financial Perspectives, Inc | 6,418 | $3.76M | 1.26% | +96+1.5% | Added |
| Traynor Capital Management, Inc. | 6,399 | $3.75M | 0.29% | −180−2.7% | Reduced |
| Meridian Investment Counsel Inc. | 6,390 | $3.75M | 1.12% | −665−9.4% | Reduced |
| Capital Insight Partners, LLC | 6,380 | $3.74M | 0.65% | −134−2.1% | Reduced |
| NFP Retirement, Inc. | 6,369 | $3.73M | 0.29% | +639+11.2% | Added |
| Tritonpoint Wealth, LLC | 6,346 | $3.73M | 0.34% | −92−1.4% | Reduced |
| First Interstate Bank | 6,356 | $3.73M | 0.23% | +193+3.1% | Added |
| Winch Advisory Services, LLC | 6,352 | $3.72M | 0.97% | +56+0.9% | Added |
| Drucker Wealth 3.0, LLC | 6,331 | $3.71M | 0.86% | −20.0% | Reduced |
| Plancorp, LLC | 6,329 | $3.71M | 0.15% | −45−0.7% | Reduced |