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 |
|---|---|---|---|---|---|
| Sterling Financial Group, Inc. | 6,328 | $3.71M | 1.38% | −595−8.6% | Reduced |
| Highland Capital Management, LLC | 6,326 | $3.71M | 0.21% | +430+7.3% | Added |
| Castleview Partners, LLC | 6,339 | $3.71M | 2.00% | −67−1.0% | Reduced |
| Breed's Hill Capital LLC | 6,321 | $3.70M | 1.94% | −8−0.1% | Reduced |
| Bray Capital Advisors | 6,318 | $3.70M | 1.00% | −41−0.6% | Reduced |
| Cahill Financial Advisors Inc | 6,317 | $3.70M | 0.50% | +654+11.5% | Added |
| Fagan Associates, Inc. | 6,313 | $3.70M | 0.59% | +88+1.4% | Added |
| Cooper Financial Group | 6,309 | $3.70M | 0.45% | +448+7.6% | Added |
| Stephenson & Company, Inc. | 6,301 | $3.69M | 2.49% | −4−0.1% | Reduced |
| Ofc Financial Planning, LLC | 6,300 | $3.69M | 3.89% | +6,300 | New |
| Investmark Advisory Group LLC | 6,287 | $3.69M | 1.81% | +20+0.3% | Added |
| Lionshead Wealth Management, LLC | 6,284 | $3.68M | 2.66% | +6,284 | New |
| Sage Financial Group Inc | 6,279 | $3.68M | 0.30% | −512−7.5% | Reduced |
| Colonial Trust Co | 6,266 | $3.67M | 0.55% | −46−0.7% | Reduced |
| Callan Capital, LLC | 6,257 | $3.67M | 0.27% | −1,315−17.4% | Reduced |
| BCM Advisors, LLC | 6,068 | $3.67M | 0.82% | −34−0.6% | Reduced |
| Wall Street Access Asset Management, LLC | 6,253 | $3.66M | 1.38% | −100−1.6% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 6,252 | $3.66M | 0.68% | +445+7.7% | Added |
| Councilmark Asset Management, LLC | 6,245 | $3.66M | 2.46% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 6,236 | $3.65M | 1.36% | +4,008+179.9% | Added |
| Security Financial Services, INC. | 6,232 | $3.65M | 0.74% | −69−1.1% | Reduced |
| Orgel Wealth Management, LLC | 6,231 | $3.65M | 0.10% | −20.0% | Reduced |
| F&V Capital Management, LLC | 6,226 | $3.65M | 0.96% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 6,211 | $3.64M | 4.01% | +6,211 | New |
| Prasad Wealth Partners, LLC | 6,209 | $3.64M | 1.18% | +6,209 | New |
| REDW Wealth LLC | 6,203 | $3.64M | 1.26% | −5,857−48.6% | Reduced |
| Pullen Investment Management, LLC | 6,198 | $3.63M | 2.36% | +285+4.8% | Added |
| Mason & Associates, LLC | 6,170 | $3.62M | 1.08% | −147−2.3% | Reduced |
| Stonebridge Financial Group, LLC | 6,170 | $3.62M | 0.40% | +6,170 | New |
| Forza Wealth Management, LLC | 6,168 | $3.61M | 1.65% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 6,156 | $3.61M | 1.47% | −61−1.0% | Reduced |
| Cahill Wealth Management, LLC | 6,152 | $3.61M | 1.84% | +10.0% | Added |
| Cape Cod Five Cents Savings Bank | 6,278 | $3.60M | 0.32% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 6,199 | $3.60M | 3.59% | +5,699+1,139.8% | Added |
| Abacus Wealth Partners, LLC | 6,115 | $3.58M | 0.54% | −312−4.9% | Reduced |
| Rollins Financial Advisors, LLC | 6,097 | $3.57M | 0.56% | −53−0.9% | Reduced |
| Raub Brock Capital Management LP | 6,086 | $3.57M | 0.76% | +6,086 | New |
| Octavia Wealth Advisors, LLC | 6,057 | $3.56M | 0.43% | −66−1.1% | Reduced |
| Catalina Capital Group, LLC | 6,067 | $3.56M | 1.17% | +20+0.3% | Added |
| PDS Planning, Inc | 6,056 | $3.55M | 0.32% | −188−3.0% | Reduced |
| BankPlus Wealth Management LLC | 6,049 | $3.55M | 2.64% | +6,049 | New |
| Signature Securities Group Corporation | 6,026 | $3.54M | 0.88% | +327+5.7% | Added |
| Northside Capital Management, LLC | 6,046 | $3.54M | 0.94% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 6,045 | $3.54M | 0.15% | 00.0% | Unchanged |
| Menora Mivtachim Holdings Ltd. | 6,040 | $3.54M | 0.02% | 00.0% | Unchanged |
| Moneda S.A. Administradora General de Fondos | 6,039 | $3.54M | 3.68% | +378+6.7% | Added |
| Executive Wealth Management, LLC | 6,035 | $3.54M | 0.28% | +743+14.0% | Added |
| Cape Investment Advisory, Inc. | 6,035 | $3.54M | 1.38% | +1,088+22.0% | Added |
| Jackson Wealth Management, LLC | 6,015 | $3.52M | 0.40% | +1,826+43.6% | Added |
| Point72 Asset Management, L.P. | 6,000 | $3.52M | 0.01% | +1,000+20.0% | Added |
| Saxon Interests, Inc. | 5,987 | $3.51M | 1.54% | +12+0.2% | Added |
| Jaffetilchin Investment Partners, LLC | 5,985 | $3.51M | 0.25% | +198+3.4% | Added |
| Mayport, LLC | 5,976 | $3.50M | 1.03% | +3,781+172.3% | Added |
| Gemmer Asset Management LLC | 5,973 | $3.50M | 0.35% | +188+3.2% | Added |
| Essex LLC | 5,960 | $3.49M | 0.73% | +17+0.3% | Added |
| Armstrong Henry H Associates Inc | 5,956 | $3.49M | 0.35% | −34−0.6% | Reduced |
| M3 Advisory Group, LLC | 5,954 | $3.49M | 2.50% | +40+0.7% | Added |
| Ironwood Investment Counsel, LLC | 5,953 | $3.49M | 0.60% | −479−7.4% | Reduced |
| Red Door Wealth Management, LLC | 5,952 | $3.49M | 0.53% | +1,774+42.5% | Added |
| Oribel Capital Management, LP | 5,950 | $3.49M | 0.24% | −250−4.0% | Reduced |
| W Advisors, LLC | 5,950 | $3.49M | 2.16% | −18−0.3% | Reduced |
| Mystic Asset Management, Inc. | 5,944 | $3.48M | 0.93% | +26+0.4% | Added |
| Significant Wealth Partners LLC | 5,938 | $3.48M | 1.80% | +2,546+75.1% | Added |
| Lynx Capital Group Ltd | 5,930 | $3.48M | 2.00% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 5,929 | $3.47M | 1.48% | 00.0% | Unchanged |
| Sky Investment Group LLC | – | $3.47M | 0.64% | – | – |
| Towerpoint Wealth, LLC | 5,927 | $3.47M | 1.70% | −56−0.9% | Reduced |
| Abound Wealth Management | 5,920 | $3.47M | 1.11% | +296+5.3% | Added |
| Monograph Wealth Advisors, LLC | 5,878 | $3.46M | 0.46% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 5,896 | $3.46M | 1.46% | +5,896 | New |
| Gold Investment Management Ltd. | 5,878 | $3.44M | 1.45% | −623−9.6% | Reduced |
| Woodmont Investment Counsel LLC | 5,872 | $3.44M | 0.25% | −171−2.8% | Reduced |
| Compass Capital Corp | 5,766 | $3.44M | 1.34% | +5,766 | New |
| Kelman-Lazarov, Inc. | 5,865 | $3.44M | 0.62% | −371−5.9% | Reduced |
| Evergreen Advisors, LLC | 5,864 | $3.44M | 0.94% | −1,259−17.7% | Reduced |
| Boston Trust Walden Corp | 5,862 | $3.44M | 0.02% | −207−3.4% | Reduced |
| Outlook Wealth Advisors, LLC | 5,861 | $3.44M | 0.99% | −447−7.1% | Reduced |
| CWS Financial Advisors, LLC | 5,861 | $3.43M | 1.11% | +5,861 | New |
| Jackson Square Capital, LLC | 5,860 | $3.43M | 0.83% | −70−1.2% | Reduced |
| North Star Asset Management Inc | 5,860 | $3.43M | 0.15% | +107+1.9% | Added |
| Redmont Wealth Advisors LLC | 5,853 | $3.43M | 5.93% | +545+10.3% | Added |
| RPS Advisory Solutions LLC | 5,851 | $3.43M | 2.13% | −2,285−28.1% | Reduced |
| BridgePort Financial Solutions, LLC | 5,841 | $3.42M | 1.55% | +5,841 | New |
| XML Financial, LLC | 5,807 | $3.40M | 0.31% | +789+15.7% | Added |
| Waycross Investment Management Co | 5,802 | $3.40M | 3.58% | −60−1.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,794 | $3.40M | 0.83% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,790 | $3.39M | 0.51% | +870+17.7% | Added |
| High Falls Advisors, Inc | 5,786 | $3.39M | 0.79% | −240−4.0% | Reduced |
| Keebeck Wealth Management, LLC | 5,742 | $3.38M | 0.49% | +747+15.0% | Added |
| Essex Savings Bank | 5,757 | $3.37M | 0.84% | +470+8.9% | Added |
| Parisi Gray Wealth Management | 5,746 | $3.37M | 1.07% | +72+1.3% | Added |
| Tillman Hartley LLC | 5,741 | $3.36M | 0.97% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5,737 | $3.36M | 0.62% | −625−9.8% | Reduced |
| Weaver Consulting Group | 5,728 | $3.36M | 1.03% | +16+0.3% | Added |
| Cornerstone Advisory, LLC | 5,506 | $3.36M | 0.38% | −323−5.5% | Reduced |
| Fairhaven Wealth Management, LLC | 5,716 | $3.35M | 1.05% | 00.0% | Unchanged |
| Libra Wealth LLC | 5,703 | $3.34M | 1.30% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 5,700 | $3.34M | 0.53% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 5,684 | $3.33M | 0.70% | +12+0.2% | Added |
| Park National Corp | 5,673 | $3.32M | 0.12% | −385−6.4% | Reduced |