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 |
|---|---|---|---|---|---|
| Ameraudi Asset Management, Inc. | 5,670 | $3.32M | 1.83% | −1,932−25.4% | Reduced |
| Fedenia Advisers LLC | 5,668 | $3.32M | 1.95% | +5,668 | New |
| Lifeworks Advisors, LLC | 5,668 | $3.32M | 0.60% | −79−1.4% | Reduced |
| Bellevue Group AG | 5,660 | $3.32M | 0.06% | +5,660 | New |
| Smith, Salley & Associates | 5,651 | $3.31M | 0.21% | +2,038+56.4% | Added |
| City Holding Co | 5,644 | $3.31M | 0.47% | −102−1.8% | Reduced |
| Breakwater Capital Group | 5,639 | $3.30M | 0.66% | −61−1.1% | Reduced |
| Capital City Trust Co | 5,636 | $3.30M | 0.82% | −441−7.3% | Reduced |
| Tradition Wealth Management, LLC | 5,593 | $3.28M | 0.29% | +979+21.2% | Added |
| TRUE Private Wealth Advisors | 5,588 | $3.28M | 0.40% | +147+2.7% | Added |
| Capital Asset Advisory Services LLC | 5,532 | $3.27M | 0.16% | −171−3.0% | Reduced |
| Gilbert & Cook, Inc. | 5,571 | $3.27M | 0.46% | −139−2.4% | Reduced |
| Kraft, Davis & Associates, LLC | 5,414 | $3.26M | 0.93% | −431−7.4% | Reduced |
| Merrion Investment Management Co, LLC | 5,570 | $3.26M | 2.27% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 5,563 | $3.26M | 0.44% | −53−0.9% | Reduced |
| Q3 Asset Management | 5,554 | $3.25M | 2.02% | −236−4.1% | Reduced |
| Evelyn Partners Asset Management Ltd | 5,545 | $3.25M | 0.87% | +5,545 | New |
| Advanced Asset Management Advisors Inc | 5,536 | $3.24M | 0.85% | +89+1.6% | Added |
| Mitchell Sinkler & Starr | 5,530 | $3.24M | 0.86% | −1,250−18.4% | Reduced |
| Meketa Investment Group Inc | 5,527 | $3.24M | 7.26% | +5,527 | New |
| Isthmus Partners, LLC | 5,525 | $3.24M | 0.39% | +3,951+251.0% | Added |
| Univest Financial Corp | 5,509 | $3.23M | 0.20% | −364−6.2% | Reduced |
| Albar Capital Partners LLP | 5,507 | $3.23M | 0.78% | +5,507 | New |
| Acropolis Investment Management, LLC | 5,497 | $3.22M | 0.19% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 5,487 | $3.22M | 0.40% | −17−0.3% | Reduced |
| Warner Financial, Inc | 5,472 | $3.21M | 1.38% | −91−1.6% | Reduced |
| Horizon Investment Services, LLC | 5,462 | $3.20M | 1.36% | −119−2.1% | Reduced |
| Wallington Asset Management, LLC | 5,456 | $3.20M | 0.46% | −430−7.3% | Reduced |
| Middleton & Co Inc | 5,447 | $3.19M | 0.35% | +131+2.5% | Added |
| Capital Research Global Investors | 5,427 | $3.19M | 0.00% | +1,877+52.9% | Added |
| Williams & Novak, LLC | 5,445 | $3.19M | 3.08% | +214+4.1% | Added |
| Merriman Wealth Management, LLC | 5,424 | $3.19M | 0.13% | +179+3.4% | Added |
| Parsons Capital Management Inc | 5,434 | $3.18M | 0.17% | +243+4.7% | Added |
| Geometric Wealth Advisors | 5,429 | $3.18M | 0.58% | +133+2.5% | Added |
| Mason Investment Advisory Services, Inc. | 5,422 | $3.18M | 0.19% | +7+0.1% | Added |
| Greykasell Wealth Strategies, Inc. | 5,415 | $3.17M | 1.76% | +5,415 | New |
| Worth Financial Advisory Group, LLC | 5,406 | $3.17M | 1.95% | −860−13.7% | Reduced |
| Leeward Financial Partners, LLC | 5,404 | $3.17M | 1.13% | +190+3.6% | Added |
| Checchi Capital Advisers, LLC | 5,388 | $3.16M | 0.24% | +106+2.0% | Added |
| Sivia Capital Partners, LLC | 5,380 | $3.15M | 1.57% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 5,379 | $3.15M | 2.01% | +1,731+47.5% | Added |
| Chilton Investment Co LLC | 5,375 | $3.15M | 0.08% | +953+21.6% | Added |
| Summit Place Financial Advisors, LLC | 5,372 | $3.15M | 1.79% | +256+5.0% | Added |
| Lion Street Advisors, LLC | 5,367 | $3.14M | 1.00% | +9+0.2% | Added |
| Horizon Wealth Management, LLC | 5,357 | $3.14M | 0.55% | −11,279−67.8% | Reduced |
| Harbour Capital Advisors, LLC | 5,295 | $3.13M | 0.70% | +70+1.3% | Added |
| Strategic Financial Concepts, LLC | 5,346 | $3.13M | 0.60% | −502−8.6% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,239 | $3.13M | 0.61% | +56+1.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 5,340 | $3.13M | 0.66% | −10−0.2% | Reduced |
| Charter Research & Investment Group, Inc. | 5,333 | $3.13M | 2.38% | −52−1.0% | Reduced |
| Northern Oak Wealth Management Inc | 5,333 | $3.13M | 0.40% | −3−0.1% | Reduced |
| Stevard, LLC | 5,324 | $3.12M | 11.65% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 5,321 | $3.12M | 0.16% | −20−0.4% | Reduced |
| East Coast Asset Management, LLC. | 5,319 | $3.12M | 1.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5,317 | $3.12M | 0.33% | −303−5.4% | Reduced |
| Optivise Advisory Services LLC | 5,316 | $3.12M | 1.68% | +314+6.3% | Added |
| McIlrath & Eck, LLC | 5,313 | $3.11M | 0.40% | −425−7.4% | Reduced |
| Eagle Wealth Strategies LLC | 5,308 | $3.11M | 2.25% | +924+21.1% | Added |
| Verum Partners LLC | 5,303 | $3.11M | 0.89% | +10+0.2% | Added |
| Sittner & Nelson, LLC | 5,300 | $3.11M | 1.35% | +132+2.6% | Added |
| Epiq Partners, LLC | 5,269 | $3.09M | 1.67% | −255−4.6% | Reduced |
| New Century Financial Group, LLC | 5,215 | $3.09M | 1.31% | −9,988−65.7% | Reduced |
| Rede Wealth, LLC | 5,249 | $3.08M | 1.18% | −83−1.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,248 | $3.08M | 0.06% | +26+0.5% | Added |
| Compass Wealth Management LLC | 5,245 | $3.07M | 0.74% | +114+2.2% | Added |
| Redwood Investment Management, LLC | 5,241 | $3.07M | 0.30% | +180+3.6% | Added |
| Secure Asset Management, LLC | 5,236 | $3.07M | 0.47% | +214+4.3% | Added |
| Alaethes Wealth LLC | 5,203 | $3.06M | 1.09% | +2,252+76.3% | Added |
| McDaniel Terry & Co | 5,203 | $3.05M | 0.25% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 5,202 | $3.05M | 2.33% | −37−0.7% | Reduced |
| Financial Advisors Network, Inc. | 5,200 | $3.05M | 0.51% | +5,200 | New |
| Augustine Asset Management Inc | 5,192 | $3.04M | 0.80% | +692+15.4% | Added |
| Peterson Wealth Services | 5,192 | $3.04M | 0.91% | +20.0% | Added |
| Strait & Sound Wealth Management LLC | 5,188 | $3.04M | 1.41% | −57−1.1% | Reduced |
| Retireful, LLC | 5,183 | $3.04M | 1.71% | −11,006−68.0% | Reduced |
| Noesis Capital Mangement Corp | 5,174 | $3.03M | 0.58% | +47+0.9% | Added |
| Next Capital Management LLC | 5,165 | $3.03M | 1.24% | −108−2.0% | Reduced |
| Watershed Private Wealth LLC | 5,168 | $3.03M | 1.18% | 00.0% | Unchanged |
| Ironwood Financial, llc | 5,160 | $3.02M | 0.63% | −112−2.1% | Reduced |
| Wood Tarver Financial Group, LLC | 5,159 | $3.02M | 1.01% | +5,159 | New |
| Harmony Asset Management LLC | 5,152 | $3.02M | 1.20% | −218−4.1% | Reduced |
| Summit Financial Strategies, Inc. | 5,151 | $3.02M | 0.33% | −58−1.1% | Reduced |
| Patton Albertson Miller Group, LLC | 5,138 | $3.01M | 0.40% | −69−1.3% | Reduced |
| Evelyn Partners Investment Management LLP | 5,133 | $3.01M | 0.10% | +5,133 | New |
| Grange Capital, LLC | 5,125 | $3.00M | 3.15% | +5,125 | New |
| Shared Vision Wealth Group LLC | 5,117 | $3.00M | 1.58% | +39+0.8% | Added |
| Cottage Street Advisors LLC | 5,115 | $3.00M | 1.56% | −71−1.4% | Reduced |
| Sather Financial Group Inc | 5,112 | $3.00M | 0.19% | −78−1.5% | Reduced |
| Bank Ozk | 5,109 | $2.99M | 1.24% | −156−3.0% | Reduced |
| Options Solutions, LLC | 5,094 | $2.99M | 1.34% | +400+8.5% | Added |
| WealthShield Partners, LLC | 5,078 | $2.98M | 0.42% | −938−15.6% | Reduced |
| Lawson Kroeker Investment Management Inc | 5,083 | $2.98M | 0.56% | +5,083 | New |
| Wealthquest Corp | 5,081 | $2.98M | 0.24% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 5,078 | $2.98M | 0.56% | +699+16.0% | Added |
| Wealth Management Partners, LLC | 5,062 | $2.97M | 1.28% | +39+0.8% | Added |
| Verus Financial Partners, Inc. | 5,110 | $2.97M | 0.33% | +20.0% | Added |
| Evensky & Katz LLC | 5,059 | $2.96M | 0.19% | +83+1.7% | Added |
| Bearing Point Capital, LLC | 5,052 | $2.96M | 0.62% | +5,052 | New |
| Center for Financial Planning, Inc. | 5,052 | $2.96M | 0.40% | −10.0% | Reduced |
| First Commonwealth Financial Corp | 5,050 | $2.96M | 0.70% | 00.0% | Unchanged |