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 |
|---|---|---|---|---|---|
| Headinvest, LLC | 3,883 | $2.28M | 0.43% | +415+12.0% | Added |
| Moss Adams Wealth Advisors LLC | 3,865 | $2.27M | 0.24% | −7−0.2% | Reduced |
| Archford Capital Strategies, LLC | 3,877 | $2.27M | 0.34% | +64+1.7% | Added |
| CCG Wealth Management, LLC | 3,869 | $2.27M | 1.26% | +9+0.2% | Added |
| Bank of Nova Scotia Trust Co | 3,859 | $2.26M | 0.24% | +49+1.3% | Added |
| Wellington Shields & Co., LLC | 3,852 | $2.26M | 0.69% | +249+6.9% | Added |
| Goldstein Advisors, LLC | 3,846 | $2.25M | 0.33% | +3,146+449.4% | Added |
| Affinity Wealth Management LLC | 3,826 | $2.24M | 0.40% | +10.0% | Added |
| Lazari Capital Management, Inc. | 3,824 | $2.24M | 0.89% | +35+0.9% | Added |
| BNC Wealth Management, LLC | 3,822 | $2.24M | 0.74% | −278−6.8% | Reduced |
| Sierra Summit Advisors LLC | 3,817 | $2.24M | 0.45% | −49−1.3% | Reduced |
| Traphagen Investment Advisors LLC | 3,811 | $2.23M | 0.23% | +240+6.7% | Added |
| Forbes Financial Planning, Inc. | 3,810 | $2.23M | 1.70% | −2,892−43.2% | Reduced |
| Griffith & Werner, Inc. | 3,806 | $2.23M | 1.47% | +3,806 | New |
| Barr E S & Co | 3,803 | $2.23M | 0.13% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | – | $2.23M | 0.47% | – | New |
| Asset Allocation Strategies LLC | 3,685 | $2.22M | 0.54% | −1,079−22.6% | Reduced |
| Hemenway Trust Co LLC | 3,789 | $2.22M | 0.18% | +2,468+186.8% | Added |
| Panoramic Capital Partners, LLC | 3,786 | $2.22M | 1.95% | +3,786 | New |
| Lantern Wealth Advisors, LLC | 70 | $2.22M | 1.44% | −3,650−98.1% | Reduced |
| Hutchinson Capital Management | 3,778 | $2.21M | 0.42% | +41+1.1% | Added |
| FMB Wealth Management | 3,775 | $2.21M | 1.25% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 3,797 | $2.21M | 0.79% | −83−2.1% | Reduced |
| Lokken Investment Group LLC | 3,766 | $2.21M | 0.95% | −153−3.9% | Reduced |
| Apollon Financial, LLC | 3,762 | $2.21M | 0.55% | +349+10.2% | Added |
| Ameriflex Group, Inc. | 3,659 | $2.20M | 1.01% | +3,659 | New |
| Wagner Wealth Management, LLC | 3,753 | $2.20M | 0.57% | +32+0.9% | Added |
| Red Wave Investments LLC | 3,747 | $2.20M | 0.77% | +4+0.1% | Added |
| SGL Investment Advisors, Inc. | 3,638 | $2.20M | 1.11% | −70−1.9% | Reduced |
| Bill Few Associates, Inc. | 3,738 | $2.19M | 0.77% | +10.0% | Added |
| Sheets Smith Wealth Management | 3,731 | $2.19M | 0.27% | −26−0.7% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,727 | $2.18M | 1.04% | −47−1.2% | Reduced |
| Disciplined Investments, LLC | 3,723 | $2.18M | 1.08% | +18+0.5% | Added |
| NorthStar Asset Management LLC | 3,706 | $2.17M | 1.38% | +224+6.4% | Added |
| Gibbs Wealth Management | 3,700 | $2.17M | 0.59% | +1,675+82.7% | Added |
| Garrison Point Advisors, LLC | 3,696 | $2.17M | 1.03% | +1,196+47.8% | Added |
| ICW Investment Advisors LLC | 3,694 | $2.16M | 0.90% | +6+0.2% | Added |
| Renaissance Investment Group LLC | 3,693 | $2.16M | 0.46% | +62+1.7% | Added |
| CFO4Life Group, LLC | 3,691 | $2.16M | 0.38% | −6−0.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,687 | $2.16M | 0.13% | +11+0.3% | Added |
| Arista Wealth Management, LLC | 3,687 | $2.16M | 0.52% | −69−1.8% | Reduced |
| McBroom & Associates, LLC | 3,686 | $2.16M | 1.22% | −25−0.7% | Reduced |
| VeraBank, N.A. | 3,682 | $2.16M | 0.61% | 00.0% | Unchanged |
| Campbell Wealth Management | 3,671 | $2.15M | 0.19% | +330+9.9% | Added |
| United Advisor Group, LLC | 3,660 | $2.14M | 0.42% | −45−1.2% | Reduced |
| Miller Howard Investments Inc | 3,654 | $2.14M | 0.07% | +3,198+701.3% | Added |
| Grove Street Fiduciary, LLC | 3,651 | $2.14M | 1.12% | +3,651 | New |
| Selective Wealth Management, Inc. | 3,669 | $2.14M | 0.87% | −45−1.2% | Reduced |
| Optima Capital LLC | 3,632 | $2.14M | 1.47% | +3,632 | New |
| Blue Chip Partners, Inc. | 3,634 | $2.13M | 0.18% | −5−0.1% | Reduced |
| Melfa Wealth Management, LLC | 3,633 | $2.13M | 1.42% | −17−0.5% | Reduced |
| HBW Advisory Services LLC | 3,631 | $2.13M | 0.32% | +419+13.0% | Added |
| Sage Advisors, LLC | 3,629 | $2.13M | 1.59% | +587+19.3% | Added |
| Legacy Private Trust Co. | 3,627 | $2.13M | 0.14% | −24−0.7% | Reduced |
| Fortress Private Ledger, LLC | 3,620 | $2.12M | 1.30% | +3,620 | New |
| BCS Wealth Management | 3,619 | $2.12M | 0.53% | −208−5.4% | Reduced |
| Trillium Asset Management, LLC | 3,616 | $2.12M | 0.05% | +1,197+49.5% | Added |
| Leith Wheeler Investment Counsel Ltd. | 3,612 | $2.12M | 0.15% | −45−1.2% | Reduced |
| Kelly Financial Services LLC | 3,611 | $2.12M | 0.76% | −2,033−36.0% | Reduced |
| Sentry LLC | 3,594 | $2.11M | 0.41% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $2.11M | 0.35% | 00.0% | Unchanged |
| Kagan Cocozza Asset Management | 3,590 | $2.10M | 1.75% | +3,590 | New |
| Sensible Money, LLC | 3,589 | $2.10M | 0.92% | +56+1.6% | Added |
| DGS Capital Management, LLC | 3,582 | $2.10M | 0.53% | +956+36.4% | Added |
| Holistic Planning, LLC | 3,581 | $2.10M | 0.76% | −21−0.6% | Reduced |
| Ransom Advisory, Ltd | 3,579 | $2.10M | 0.96% | −85−2.3% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,575 | $2.10M | 0.12% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 3,570 | $2.09M | 0.29% | +175+5.2% | Added |
| Stoneridge Investment Partners LLC | 3,569 | $2.09M | 0.75% | −65−1.8% | Reduced |
| Cranbrook Wealth Management, LLC | 3,565 | $2.09M | 0.48% | +457+14.7% | Added |
| Altus Wealth Management, LLC | 3,561 | $2.09M | 0.93% | +394+12.4% | Added |
| Droms Strauss Advisors Inc | 3,557 | $2.08M | 0.68% | −269−7.0% | Reduced |
| Private Capital Management LLC | 3,555 | $2.08M | 0.42% | +134+3.9% | Added |
| Uptown Financial Advisors LLC | 3,544 | $2.08M | 2.24% | +3,544 | New |
| LGT Financial Advisors LLC | 3,543 | $2.08M | 4.59% | +10+0.3% | Added |
| Dearborn Partners LLC | 3,539 | $2.07M | 0.09% | +1,171+49.5% | Added |
| Manchester Financial Inc | 3,529 | $2.07M | 0.45% | +25+0.7% | Added |
| AssuredPartners Investment Advisors, LLC | 3,523 | $2.06M | 0.40% | +3,523 | New |
| Wealth Alliance Advisory Group, LLC | 3,522 | $2.06M | 0.44% | +1,067+43.5% | Added |
| Meyer Handelman Co | 3,512 | $2.06M | 0.07% | +302+9.4% | Added |
| Lakeridge Wealth Management LLC | 3,510 | $2.06M | 1.06% | +142+4.2% | Added |
| AlpenGlobal Capital LLC | 3,510 | $2.06M | 1.34% | +3,510 | New |
| Hoxton Planning & Management, LLC | 3,509 | $2.06M | 0.79% | +2,200+168.1% | Added |
| Hippocratic Financial Advisors, LLC | 3,507 | $2.06M | 1.43% | +3,507 | New |
| Modus Advisors, LLC | 3,505 | $2.05M | 0.64% | −250−6.7% | Reduced |
| Tableaux LLC | 3,500 | $2.05M | 1.70% | +3,500 | New |
| Fountainhead AM, LLC | 3,496 | $2.05M | 0.37% | +970+38.4% | Added |
| Wallace Advisory Group, LLC | 3,569 | $2.05M | 1.42% | −10−0.3% | Reduced |
| McCarthy & Cox | 3,493 | $2.05M | 0.71% | −91−2.5% | Reduced |
| Oberweis Asset Management Inc | 3,488 | $2.04M | 0.10% | −91−2.5% | Reduced |
| Wellington Shields Capital Management, LLC | 3,487 | $2.04M | 0.36% | +569+19.5% | Added |
| Portland Financial Advisors Inc | 3,485 | $2.04M | 5.49% | +3,485 | New |
| SignalPoint Asset Management, LLC | 3,482 | $2.04M | 0.50% | +2+0.1% | Added |
| ARS Wealth Advisors Group, LLC | 3,481 | $2.04M | 0.28% | −99−2.8% | Reduced |
| Maia Wealth LLC | 3,399 | $2.04M | 0.44% | −50−1.4% | Reduced |
| Chung Wu Investment Group, LLC | 3,470 | $2.03M | 2.05% | +3,470 | New |
| Patient Capital Management, LLC | 3,463 | $2.03M | 0.09% | +1,977+133.0% | Added |
| Country Trust Bank | 3,455 | $2.02M | 0.05% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 3,454 | $2.02M | 0.92% | −30−0.9% | Reduced |
| Winebrenner Capital Management LLC | 3,450 | $2.02M | 1.56% | +3,450 | New |