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 |
|---|---|---|---|---|---|
| Arbor Wealth Advisors LLC | 4,442 | $2.60M | 2.32% | +884+24.8% | Added |
| Affinity Capital Advisors, LLC | 4,421 | $2.60M | 0.49% | −167−3.6% | Reduced |
| ProVise Management Group, LLC | 4,438 | $2.60M | 0.22% | −10−0.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,426 | $2.59M | 0.63% | −95−2.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,424 | $2.59M | 0.66% | −109−2.4% | Reduced |
| Red Lighthouse Investment Management, LLC | 4,417 | $2.59M | 1.02% | −25−0.6% | Reduced |
| Northwest Capital Management Inc | 4,411 | $2.59M | 1.11% | −20.0% | Reduced |
| Northeast Financial Group, Inc. | 4,405 | $2.58M | 0.99% | +1,321+42.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,389 | $2.57M | 0.07% | +23+0.5% | Added |
| Newbridge Financial Services Group, Inc. | 4,389 | $2.57M | 0.66% | −40−0.9% | Reduced |
| Clayton Financial Group LLC | 4,379 | $2.57M | 0.92% | −150−3.3% | Reduced |
| 10Elms LLP | 4,379 | $2.57M | 2.65% | +4,379 | New |
| Ironwood Wealth Management, LLC. | 4,377 | $2.57M | 0.80% | −103−2.3% | Reduced |
| Eagle Rock Investment Company, LLC | 4,371 | $2.56M | 0.43% | +6+0.1% | Added |
| Maple Capital Management, Inc. | 4,370 | $2.56M | 0.19% | +11+0.3% | Added |
| Siligmueller & Norvid Wealth Advisors LLC | 4,369 | $2.56M | 1.09% | +4,369 | New |
| Maxwell Wealth Strategies Inc. | 4,364 | $2.56M | 1.04% | −18−0.4% | Reduced |
| Quantum Private Wealth, LLC | 4,364 | $2.56M | 0.82% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 4,356 | $2.55M | 1.01% | +1,997+84.7% | Added |
| Invesco Ltd. | 4,349 | $2.55M | 0.00% | +800+22.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,334 | $2.55M | 0.71% | −13−0.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,334 | $2.54M | 0.21% | −8,406−66.0% | Reduced |
| Future You Wealth LLC | 4,327 | $2.54M | 1.80% | +4,327 | New |
| Strata Wealth Advisors, LLC | 4,318 | $2.53M | 0.79% | +154+3.7% | Added |
| Wingate Wealth Advisors, Inc. | 4,317 | $2.53M | 2.49% | +4,317 | New |
| Hall Laurie J Trustee | 4,310 | $2.53M | 0.83% | +15+0.3% | Added |
| Quantum Financial Advisors, LLC | 4,298 | $2.52M | 0.38% | +3,527+457.5% | Added |
| Aull & Monroe Investment Management Corp | 4,289 | $2.51M | 1.28% | −55−1.3% | Reduced |
| Roberts Wealth Advisors, LLC | 4,238 | $2.51M | 0.76% | +260+6.5% | Added |
| Sawgrass Asset Management LLC | 4,276 | $2.51M | 0.28% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 4,276 | $2.51M | 0.90% | +182+4.4% | Added |
| Regents Gate Capital LLP | 4,275 | $2.51M | 0.99% | +4,275 | New |
| EdgeRock Capital LLC | 4,275 | $2.51M | 1.64% | −446−9.4% | Reduced |
| Safeguard Financial, LLC | 4,275 | $2.51M | 0.54% | +463+12.1% | Added |
| Equita Financial Network, Inc. | 4,263 | $2.50M | 0.90% | +12+0.3% | Added |
| Chesapeake Asset Management LLC | 4,244 | $2.49M | 2.32% | −20.0% | Reduced |
| Barnes Wealth Management Group, Inc | 4,231 | $2.48M | 1.66% | +4,231 | New |
| Curran Financial Partners, LLC | 4,227 | $2.48M | 0.65% | −184−4.2% | Reduced |
| Team Hewins, LLC | 4,210 | $2.48M | 0.97% | +68+1.6% | Added |
| Founders Grove Wealth Partners, LLC | 4,214 | $2.47M | 0.72% | +4,214 | New |
| Hoese & Co LLP | 4,211 | $2.47M | 2.14% | −2,956−41.2% | Reduced |
| United Asset Strategies, Inc. | 4,210 | $2.47M | 0.23% | −1,175−21.8% | Reduced |
| Pin Oak Investment Advisors Inc | 4,293 | $2.46M | 2.24% | 00.0% | Unchanged |
| Rice Partnership, LLC | 4,200 | $2.46M | 0.47% | −180−4.1% | Reduced |
| Permanens Capital L.P. | 4,172 | $2.45M | 0.47% | +624+17.6% | Added |
| Means Investment Co., Inc. | 4,182 | $2.45M | 0.26% | −12−0.3% | Reduced |
| Acorn Financial Advisory Services Inc | 4,176 | $2.45M | 0.40% | −61−1.4% | Reduced |
| First Trust Advisors LP | 4,174 | $2.45M | 0.00% | +4,174 | New |
| Paragon Advisors, LLC | 4,168 | $2.44M | 0.84% | −29,811−87.7% | Reduced |
| Allred Capital Management, LLC | 4,164 | $2.44M | 0.94% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 4,159 | $2.44M | 1.62% | −47−1.1% | Reduced |
| City State Bank | 4,156 | $2.44M | 0.86% | −56−1.3% | Reduced |
| Metis Global Partners, LLC | 4,142 | $2.43M | 0.07% | −54,676−93.0% | Reduced |
| Intelligence Driven Advisers, LLC | 4,140 | $2.43M | 0.46% | −870−17.4% | Reduced |
| WNY Asset Management, LLC | 4,135 | $2.42M | 0.30% | +67+1.6% | Added |
| Marshall Financial Group LLC | 4,135 | $2.42M | 0.59% | +554+15.5% | Added |
| Oxbow Advisors, LLC | 4,132 | $2.42M | 0.29% | +395+10.6% | Added |
| Cambridge Advisors Inc. | 4,129 | $2.42M | 0.54% | +256+6.6% | Added |
| JSF Financial, LLC | 4,115 | $2.41M | 0.64% | +200+5.1% | Added |
| Insight 2811, Inc. | 4,110 | $2.41M | 1.24% | −39−0.9% | Reduced |
| Forthright Family Wealth Advisory LLC | 4,104 | $2.41M | 1.56% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 4,101 | $2.40M | 1.08% | +214+5.5% | Added |
| Integral Investment Advisors, Inc. | 4,099 | $2.40M | 0.78% | +70+1.7% | Added |
| James Investment Research Inc | 4,090 | $2.40M | 0.29% | −350−7.9% | Reduced |
| Weiss Asset Management LP | 4,090 | $2.40M | 0.05% | +4,090 | New |
| General Partner, Inc. | 4,088 | $2.40M | 1.44% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 4,086 | $2.39M | 2.82% | −14−0.3% | Reduced |
| Northstar Group, Inc. | 4,071 | $2.39M | 0.40% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,070 | $2.39M | 0.20% | −9−0.2% | Reduced |
| Prudential PLC | 4,065 | $2.38M | 0.01% | −19,230−82.5% | Reduced |
| Grandfield & Dodd, LLC | 4,051 | $2.37M | 0.15% | −4−0.1% | Reduced |
| Davidson Trust Co | 4,049 | $2.37M | 1.22% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 4,041 | $2.37M | 0.15% | −69−1.7% | Reduced |
| Byrne Financial Freedom, LLC | 4,033 | $2.36M | 1.05% | +4,033 | New |
| Alpine Global Management, LLC | 4,031 | $2.36M | 0.70% | +1,987+97.2% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 4,010 | $2.35M | 0.40% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 4,008 | $2.35M | 2.29% | +4,008 | New |
| American Capital Advisory, LLC | 4,007 | $2.35M | 1.30% | −55−1.4% | Reduced |
| Spring Capital Management, LLC | 4,007 | $2.35M | 1.40% | +107+2.7% | Added |
| Kornitzer Capital Management Inc | 4,005 | $2.35M | 0.05% | −80−2.0% | Reduced |
| BCR Wealth Strategies, LLC | 4,006 | $2.35M | 1.10% | 00.0% | Unchanged |
| Savior LLC | 4,002 | $2.35M | 13.44% | +24+0.6% | Added |
| Hilltop National Bank | 3,986 | $2.34M | 0.70% | −50−1.2% | Reduced |
| Stone Point Wealth LLC | 3,980 | $2.33M | 0.78% | −492−11.0% | Reduced |
| Stonegate Investment Group, LLC | 3,966 | $2.32M | 0.06% | +12+0.3% | Added |
| Baldwin Brothers Inc | 3,964 | $2.32M | 0.16% | −1,969−33.2% | Reduced |
| Members Wealth LLC | 3,837 | $2.32M | 1.73% | +3,837 | New |
| White Lighthouse Investment Management Inc. | 3,949 | $2.31M | 0.41% | −34−0.9% | Reduced |
| YANKCOM Partnership | 3,948 | $2.31M | 1.24% | +3,948 | New |
| Eldridge Investment Advisors, Inc. | 3,937 | $2.31M | 0.54% | −318−7.5% | Reduced |
| Peoples Bank | 3,936 | $2.31M | 1.60% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,932 | $2.30M | 0.02% | +880+28.8% | Added |
| Sculati Wealth Management, LLC | 3,917 | $2.30M | 0.91% | +10.0% | Added |
| Altfest L J & Co Inc | 3,914 | $2.29M | 0.29% | −41−1.0% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,905 | $2.29M | 1.72% | +80+2.1% | Added |
| Comprehensive Financial Planning, Inc. | 3,896 | $2.28M | 1.93% | +3,896 | New |
| Everpar Advisors LLC | 3,890 | $2.28M | 1.15% | +876+29.1% | Added |
| Bingham Private Wealth, LLC | 3,890 | $2.28M | 2.43% | +3,890 | New |
| Manhattan West Asset Management, LLC | 3,885 | $2.28M | 0.61% | −2,449−38.7% | Reduced |
| Valley National Advisers Inc | 3,885 | $2.28M | 0.41% | +306+8.5% | Added |