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 |
|---|---|---|---|---|---|
| MontVue Capital Management, Inc. | 3,446 | $2.02M | 1.54% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,443 | $2.02M | 1.20% | +382+12.5% | Added |
| PUREfi Wealth, LLC | 3,432 | $2.01M | 1.97% | +3,432 | New |
| Whalerock Point Partners, LLC | 3,425 | $2.01M | 0.47% | −99−2.8% | Reduced |
| Astra Wealth Partners LLC | 3,424 | $2.01M | 1.89% | +3,424 | New |
| Liberty Capital Management, Inc. | 3,419 | $2.00M | 0.44% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 3,418 | $2.00M | 0.21% | −340−9.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 3,416 | $2.00M | 1.25% | +3,416 | New |
| GW Henssler & Associates Ltd | 3,486 | $2.00M | 0.11% | +10.0% | Added |
| Brand Asset Management Group, Inc. | 3,410 | $2.00M | 0.81% | +14+0.4% | Added |
| Bright Financial Advisors, Inc. | 3,408 | $2.00M | 1.26% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3,406 | $2.00M | 0.49% | −4−0.1% | Reduced |
| Delta Capital Management LLC | 3,400 | $1.99M | 1.14% | +3,400 | New |
| Cubist Systematic Strategies, LLC | 3,400 | $1.99M | 0.03% | +3,400 | New |
| Auour Investments LLC | 3,306 | $1.99M | 0.70% | +8+0.2% | Added |
| Miller Financial Services LLC | 3,392 | $1.99M | 1.68% | +3,392 | New |
| Cornerstone Investment Partners, LLC | 3,382 | $1.98M | 0.10% | +2,947+677.5% | Added |
| WealthPLAN Partners, LLC | 3,380 | $1.98M | 0.28% | −52−1.5% | Reduced |
| TFR Capital, LLC. | 3,374 | $1.98M | 0.98% | +3,374 | New |
| Ingalls & Snyder LLC | 3,373 | $1.98M | 0.08% | −599−15.1% | Reduced |
| RTD Financial Advisors, Inc. | 3,357 | $1.97M | 0.25% | −31−0.9% | Reduced |
| Garner Asset Management Corp | 3,355 | $1.97M | 0.91% | +6+0.2% | Added |
| EMC Capital Management | 3,355 | $1.97M | 1.10% | −4,005−54.4% | Reduced |
| LVW Advisors, LLC | 3,350 | $1.96M | 0.24% | −184−5.2% | Reduced |
| JNBA Financial Advisors | 3,350 | $1.96M | 0.20% | +791+30.9% | Added |
| Clarkston Capital Partners, LLC | 3,346 | $1.96M | 0.04% | −51−1.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,340 | $1.96M | 0.74% | −4−0.1% | Reduced |
| Argyle Capital Partners, LLC | 3,340 | $1.96M | 1.68% | +3,340 | New |
| SK Wealth Management, LLC | 3,327 | $1.95M | 0.99% | 00.0% | Unchanged |
| Miramar Capital, LLC | 3,326 | $1.95M | 0.46% | +1,185+55.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,324 | $1.95M | 0.23% | 00.0% | Unchanged |
| Costello Asset Management, INC | 3,319 | $1.95M | 1.29% | +149+4.7% | Added |
| Sterling Investment Advisors, Ltd. | 3,317 | $1.94M | 0.47% | −79−2.3% | Reduced |
| Campbell Deegan Wealth Management, LLC | 3,315 | $1.94M | 2.33% | +3,315 | New |
| River Wealth Advisors LLC | 3,309 | $1.94M | 0.26% | −53−1.6% | Reduced |
| Horizon Bancorp Inc | 3,308 | $1.94M | 0.91% | +3,095+1,453.1% | Added |
| Falcon Wealth Planning | 3,306 | $1.94M | 0.22% | −448−11.9% | Reduced |
| Optimist Retirement Group LLC | 3,304 | $1.94M | 0.92% | 00.0% | Unchanged |
| Halter Ferguson Financial Inc. | 3,303 | $1.94M | 0.82% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 3,297 | $1.93M | 0.01% | −145−4.2% | Reduced |
| Ascent Group, LLC | 3,296 | $1.93M | 0.15% | −150−4.4% | Reduced |
| West Chester Capital Advisors, Inc | 3,295 | $1.93M | 1.04% | +3,295 | New |
| Summit Asset Management, LLC | 3,291 | $1.93M | 0.34% | −96−2.8% | Reduced |
| Seeds Investor LLC | 3,291 | $1.93M | 0.55% | +800+32.1% | Added |
| 360 Financial, Inc. | 3,284 | $1.92M | 0.70% | −117−3.4% | Reduced |
| Sabby Management, LLC | 3,280 | $1.92M | 15.65% | +3,280 | New |
| Bellwether Advisors, LLC | 3,271 | $1.92M | 0.34% | −36,432−91.8% | Reduced |
| Charles Schwab Trust Co | 3,269 | $1.92M | 0.16% | +1,228+60.2% | Added |
| Chickasaw Capital Management LLC | 3,265 | $1.91M | 0.08% | +211+6.9% | Added |
| Johnson Financial Group, LLC | 3,263 | $1.91M | 0.22% | −250−7.1% | Reduced |
| Naviter Wealth, LLC | 3,245 | $1.91M | 0.23% | −80−2.4% | Reduced |
| Financial Security Advisor, Inc. | 3,242 | $1.91M | 0.48% | −94−2.8% | Reduced |
| Interchange Capital Partners, LLC | 3,251 | $1.91M | 0.69% | −675−17.2% | Reduced |
| Mainstream Capital Management LLC | 3,251 | $1.91M | 1.34% | −220−6.3% | Reduced |
| Curbstone Financial Management Corp | 3,243 | $1.90M | 0.40% | −84−2.5% | Reduced |
| Geneva Partners, LLC | 3,242 | $1.90M | 0.77% | +2+0.1% | Added |
| Aventura Private Wealth, LLC | 3,229 | $1.89M | 1.02% | +3,229 | New |
| Financial Life Planners | 3,228 | $1.89M | 1.59% | +3,228 | New |
| Violich Capital Management, Inc. | 3,220 | $1.89M | 0.25% | +67+2.1% | Added |
| Centurion Wealth Management LLC | 3,217 | $1.89M | 0.59% | −8−0.2% | Reduced |
| Oarsman Capital, Inc. | 3,217 | $1.89M | 0.33% | +236+7.9% | Added |
| Elevatus Welath Management | 3,216 | $1.88M | 0.64% | +617+23.7% | Added |
| Seros Financial, LLC | 3,457 | $1.88M | 1.69% | +3,457 | New |
| Randolph Co Inc | 3,210 | $1.88M | 0.21% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 3,208 | $1.88M | 0.20% | +13+0.4% | Added |
| Rinkey Investments | 3,207 | $1.88M | 0.60% | +154+5.0% | Added |
| Sym Financial Corp | 3,202 | $1.88M | 0.24% | +744+30.3% | Added |
| Edgar Lomax Co | 3,202 | $1.88M | 0.12% | −166−4.9% | Reduced |
| Wambolt & Associates, LLC | 3,202 | $1.88M | 0.60% | −73−2.2% | Reduced |
| Aire Advisors, LLC | 3,195 | $1.87M | 0.39% | +524+19.6% | Added |
| WMG Financial Advisors, LLC | 3,187 | $1.87M | 0.80% | −17−0.5% | Reduced |
| FSM Wealth Advisors, LLC | 3,155 | $1.87M | 0.46% | +761+31.8% | Added |
| Fermata Advisors, LLC | 3,177 | $1.86M | 0.35% | +394+14.2% | Added |
| Shaker Investments LLC | 3,169 | $1.86M | 0.78% | −22−0.7% | Reduced |
| Community Financial Services Group, LLC | 3,166 | $1.86M | 0.37% | −938−22.9% | Reduced |
| Hanson & Doremus Investment Management | 3,149 | $1.85M | 0.29% | +4+0.1% | Added |
| Navellier & Associates Inc | 3,147 | $1.84M | 0.22% | +250+8.6% | Added |
| Widmann Financial Services, Inc. | 3,147 | $1.84M | 1.43% | −74−2.3% | Reduced |
| Vestor Capital, LLC | 3,145 | $1.84M | 0.14% | +85+2.8% | Added |
| Midwest Financial Network, LLC | 3,122 | $1.83M | 1.90% | +3,122 | New |
| First PREMIER Bank | 3,119 | $1.83M | 0.47% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 3,115 | $1.83M | 0.97% | +50+1.6% | Added |
| Robinson Value Management, Ltd. | 3,110 | $1.82M | 1.20% | −323−9.4% | Reduced |
| Integrity Wealth Solutions LLC | 3,098 | $1.82M | 1.02% | +214+7.4% | Added |
| Powell Investment Advisors, LLC | 3,086 | $1.81M | 0.84% | −73−2.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 3,094 | $1.81M | 0.62% | +262+9.3% | Added |
| Summit X, LLC | 3,093 | $1.81M | 0.40% | +85+2.8% | Added |
| TigerOak Management, L.L.C. | 3,081 | $1.81M | 0.66% | +3,081 | New |
| CFS Investment Advisory Services, LLC | 3,079 | $1.80M | 0.16% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,078 | $1.80M | 0.16% | −928−23.2% | Reduced |
| Coastal Investment Advisors, Inc. | 3,044 | $1.80M | 0.74% | +721+31.0% | Added |
| Prosperity Financial Group, Inc. | 3,074 | $1.80M | 0.90% | +263+9.4% | Added |
| TrueWealth Financial Partners | 3,059 | $1.79M | 1.11% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 3,057 | $1.79M | 0.20% | +391+14.7% | Added |
| Wolff Wiese Magana LLC | 3,042 | $1.78M | 1.18% | +78+2.6% | Added |
| Capital Investment Counsel, LLC | 3,033 | $1.78M | 0.30% | +282+10.3% | Added |
| TFC Financial Management | 3,032 | $1.78M | 0.28% | +4+0.1% | Added |
| Chicago Wealth Management, Inc. | 3,032 | $1.78M | 0.92% | +1,478+95.1% | Added |
| Wealth Group Ltd | 3,029 | $1.78M | 0.51% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 3,028 | $1.77M | 0.28% | −65−2.1% | Reduced |