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 |
|---|---|---|---|---|---|
| Strategic Advisors LLC | 5,047 | $2.96M | 0.53% | +136+2.8% | Added |
| Holderness Investments Co | 5,047 | $2.96M | 0.65% | −196−3.7% | Reduced |
| SOA Wealth Advisors, LLC. | 5,025 | $2.95M | 0.54% | −76−1.5% | Reduced |
| WealthPlan Investment Management, LLC | 5,024 | $2.94M | 0.29% | +1,793+55.5% | Added |
| Financial Advisory Corp | 5,020 | $2.94M | 1.06% | −37−0.7% | Reduced |
| Asset Management Group, Inc. | 5,014 | $2.94M | 0.52% | −87−1.7% | Reduced |
| Visionary Wealth Advisors | 5,000 | $2.93M | 0.17% | −189−3.6% | Reduced |
| Erickson Financial Group, LLC | 4,981 | $2.92M | 2.08% | −69−1.4% | Reduced |
| Asset Allocation & Management Company, LLC | 4,979 | $2.92M | 1.60% | 00.0% | Unchanged |
| Tudor Financial Inc. | 4,963 | $2.91M | 1.70% | +139+2.9% | Added |
| PBMares Wealth Management LLC | 4,959 | $2.91M | 0.59% | +76+1.6% | Added |
| Lake Street Financial LLC | 4,958 | $2.91M | 0.46% | +712+16.8% | Added |
| Waterway Wealth Management, LLC | 4,956 | $2.90M | 1.28% | +36+0.7% | Added |
| Financial Synergies Wealth Advisors, Inc. | 4,955 | $2.90M | 0.36% | +168+3.5% | Added |
| IFC Advisors LLC | 4,944 | $2.90M | 0.63% | +4,944 | New |
| Beaird Harris Wealth Management, LLC | 4,940 | $2.90M | 0.25% | +222+4.7% | Added |
| Flaharty Asset Management, LLC | 4,939 | $2.89M | 0.42% | −331−6.3% | Reduced |
| BHK Investment Advisors, LLC | 4,939 | $2.89M | 1.09% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 4,933 | $2.89M | 0.28% | +36+0.7% | Added |
| Ellevest, Inc. | 4,923 | $2.89M | 0.17% | −5,821−54.2% | Reduced |
| Aviance Capital Partners, LLC | 4,915 | $2.88M | 0.40% | −207−4.0% | Reduced |
| McAlister, Sweet & Associates, Inc. | 4,901 | $2.87M | 4.12% | −29−0.6% | Reduced |
| Centricity Wealth Management, LLC | 4,881 | $2.86M | 2.67% | +4,881 | New |
| Pavion Blue Capital, LLC | 4,880 | $2.86M | 1.34% | −25−0.5% | Reduced |
| Beaumont Financial Advisors, LLC | 4,874 | $2.86M | 0.21% | −54−1.1% | Reduced |
| Mathes Company, Inc. | 4,870 | $2.85M | 1.04% | −60−1.2% | Reduced |
| Olistico Wealth, LLC | 4,867 | $2.85M | 1.66% | +196+4.2% | Added |
| TruNorth Capital Management, LLC | 4,864 | $2.85M | 0.78% | −421−8.0% | Reduced |
| Lynx Investment Advisory | 4,856 | $2.85M | 1.94% | +1,456+42.8% | Added |
| Cadinha & Co LLC | 4,854 | $2.84M | 0.47% | +128+2.7% | Added |
| Private Wealth Group, LLC | 4,852 | $2.84M | 1.39% | 00.0% | Unchanged |
| Napa Wealth Management | 4,843 | $2.84M | 1.23% | +3,570+280.4% | Added |
| Mount Yale Investment Advisors, LLC | 4,817 | $2.82M | 0.23% | +1,289+36.5% | Added |
| Nottingham Advisors, Inc. | 4,811 | $2.82M | 0.36% | −195−3.9% | Reduced |
| TBH Global Asset Management, LLC | 4,807 | $2.82M | 0.67% | +25+0.5% | Added |
| Fortress Financial Group, LLC | 4,806 | $2.82M | 2.80% | +4,806 | New |
| Searle & Co. | 4,806 | $2.82M | 0.81% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4,804 | $2.82M | 0.58% | +4,804 | New |
| Rational Advisors LLC | 4,800 | $2.81M | 0.28% | +3,762+362.4% | Added |
| Noked Israel Ltd | 4,794 | $2.81M | 0.55% | 00.0% | Unchanged |
| Bangor Savings Bank | 4,790 | $2.81M | 0.26% | +93+2.0% | Added |
| Mirador Capital Partners LP | 4,777 | $2.80M | 0.51% | +133+2.9% | Added |
| Lodestone Wealth Management LLC | 4,771 | $2.80M | 1.40% | +3,924+463.3% | Added |
| Longview Financial Advisors, Inc. | 4,768 | $2.79M | 2.20% | −57−1.2% | Reduced |
| Tidemark, LLC | 4,764 | $2.79M | 1.07% | −4−0.1% | Reduced |
| Zevenbergen Capital Investments LLC | 4,754 | $2.79M | 0.06% | −90−1.9% | Reduced |
| Staley Capital Advisers Inc | 4,753 | $2.79M | 0.12% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 4,752 | $2.79M | 0.10% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 4,749 | $2.78M | 0.42% | +855+22.0% | Added |
| Clarity Capital Advisors, LLC | 4,742 | $2.78M | 1.86% | +3+0.1% | Added |
| Bridges Investment Management Inc | 4,740 | $2.78M | 0.04% | +137+3.0% | Added |
| Cove Private Wealth, LLC | 4,736 | $2.78M | 1.67% | +3,636+330.5% | Added |
| Prosperity Planning, Inc. | 4,730 | $2.77M | 0.89% | −137−2.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,720 | $2.77M | 0.37% | −96−2.0% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 4,718 | $2.77M | 1.52% | +4,718 | New |
| Allegiance Financial Group Advisory Services LLC | 4,715 | $2.76M | 0.90% | +775+19.7% | Added |
| First Financial Bankshares Inc | 4,712 | $2.76M | 0.06% | −999−17.5% | Reduced |
| Selway Asset Management | 4,709 | $2.76M | 1.08% | +187+4.1% | Added |
| Aurelius Family Office LLC | 4,706 | $2.76M | 1.39% | +4,706 | New |
| Canal Capital Management, LLC | 4,698 | $2.75M | 0.45% | +939+25.0% | Added |
| GatePass Capital, LLC | 4,676 | $2.74M | 2.99% | +4,676 | New |
| Greenfield Savings Bank | 4,676 | $2.74M | 1.31% | +474+11.3% | Added |
| Axis Wealth Partners, LLC | 4,666 | $2.73M | 2.30% | +4,666 | New |
| River Street Advisors LLC | 4,649 | $2.72M | 1.39% | +33+0.7% | Added |
| Parkside Investments, LLC | 4,639 | $2.72M | 0.41% | −20−0.4% | Reduced |
| Signet Financial Management, LLC | 4,620 | $2.71M | 0.35% | +315+7.3% | Added |
| Consolidated Portfolio Review Corp | 4,614 | $2.70M | 0.43% | +380+9.0% | Added |
| Cahaba Wealth Management, Inc. | 4,613 | $2.70M | 0.22% | −48−1.0% | Reduced |
| Elite Wealth Management, Inc. | 4,612 | $2.70M | 0.63% | −262−5.4% | Reduced |
| Vise Technologies, Inc. | 4,608 | $2.70M | 0.22% | +2,911+171.5% | Added |
| Bull Street Advisors, LLC | 4,607 | $2.70M | 1.30% | 00.0% | Unchanged |
| Thompson David Blair | 4,593 | $2.69M | 1.96% | +4,593 | New |
| Bennett Selby Investments LP | 4,589 | $2.69M | 1.07% | +20.0% | Added |
| Stokes Family Office, LLC | 4,585 | $2.69M | 0.29% | +12+0.3% | Added |
| Altiora Financial Group, LLC | 4,584 | $2.69M | 0.58% | +3,396+285.9% | Added |
| Marshall & Sullivan Inc | 4,582 | $2.69M | 1.31% | −37−0.8% | Reduced |
| Miramar Fiduciary Corp | 4,580 | $2.68M | 2.71% | −769−14.4% | Reduced |
| Builder Investment Group Inc | 4,556 | $2.67M | 0.73% | −33−0.7% | Reduced |
| Main Street Group, LTD | 4,557 | $2.67M | 0.99% | +164+3.7% | Added |
| AlphaQ Advisors LLC | 4,553 | $2.67M | 7.30% | −155−3.3% | Reduced |
| Madrona Financial Services, LLC | 4,552 | $2.67M | 0.73% | −191−4.0% | Reduced |
| Suncoast Equity Management | 4,550 | $2.67M | 0.30% | +1,666+57.8% | Added |
| Patriot Investment Management Inc. | 4,543 | $2.66M | 0.20% | 00.0% | Unchanged |
| Virtus Wealth Solutions LLC | 4,530 | $2.65M | 0.63% | +4,530 | New |
| BluePath Capital Management, LLC | 4,554 | $2.65M | 1.44% | +72+1.6% | Added |
| SP Asset Management LLC | 4,513 | $2.64M | 0.22% | +183+4.2% | Added |
| Alpha Zero LLC | 4,512 | $2.64M | 2.02% | +4,512 | New |
| Fairview Capital Investment Management, LLC | 4,493 | $2.63M | 0.14% | +1,353+43.1% | Added |
| Tufton Capital Management | 4,493 | $2.63M | 0.50% | +88+2.0% | Added |
| Morton Capital Management LLC | 4,491 | $2.63M | 0.50% | +157+3.6% | Added |
| Fiduciary Financial Group, LLC | 4,534 | $2.63M | 0.58% | +56+1.3% | Added |
| InTrack Investment Management Inc | 4,509 | $2.62M | 1.83% | −411−8.4% | Reduced |
| London Co of Virginia | 4,477 | $2.62M | 0.01% | +3,197+249.8% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,462 | $2.61M | 1.27% | −184−4.0% | Reduced |
| Facet Wealth, Inc. | 4,348 | $2.61M | 0.07% | +94+2.2% | Added |
| Cooksen Wealth, LLC | 4,455 | $2.61M | 2.40% | 00.0% | Unchanged |
| TPG Advisors LLC | 4,454 | $2.61M | 2.04% | +7+0.2% | Added |
| Cooper/Haims Advisors, LLC | 4,453 | $2.61M | 1.48% | −142−3.1% | Reduced |
| MPS Loria Financial Planners, LLC | 4,451 | $2.61M | 0.77% | −50−1.1% | Reduced |
| Maripau Wealth Management LLC | 4,437 | $2.61M | 1.55% | +4,437 | New |