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 |
|---|---|---|---|---|---|
| Mattern Capital Management, LLC | 3,025 | $1.77M | 0.23% | +25+0.8% | Added |
| Gilliland Jeter Wealth Management LLC | 3,010 | $1.76M | 0.60% | +29+1.0% | Added |
| Atom Investors LP | 3,010 | $1.76M | 0.22% | −12,338−80.4% | Reduced |
| Old Mission Investment Co LLC | 3,008 | $1.76M | 0.52% | +398+15.2% | Added |
| Forte Capital LLC | 3,008 | $1.76M | 0.20% | +269+9.8% | Added |
| Claris Financial LLC | 3,006 | $1.76M | 1.16% | +3,006 | New |
| Nordwand Advisors, LLC | 3,000 | $1.76M | 0.72% | 00.0% | Unchanged |
| Gruss & Co., LLC | 3,000 | $1.76M | 7.51% | +3,000 | New |
| Greystone Financial Group, LLC | 2,996 | $1.76M | 0.31% | +3+0.1% | Added |
| Michael B. Yongue | 2,995 | $1.76M | 1.39% | −9−0.3% | Reduced |
| Mosley Wealth Management | 2,916 | $1.75M | 1.09% | +216+8.0% | Added |
| Ayrshire Capital Management LLC | 2,992 | $1.75M | 0.86% | −52−1.7% | Reduced |
| Taylor Financial Group, Inc. | 2,992 | $1.75M | 1.21% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,989 | $1.75M | 0.90% | +240+8.7% | Added |
| Caxton Associates LP | 2,989 | $1.75M | 0.06% | +2,989 | New |
| Investment Advisory Services Inc | 2,986 | $1.75M | 0.62% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 2,984 | $1.75M | 0.91% | +370+14.2% | Added |
| Cassady Schiller Wealth Management, LLC | 2,981 | $1.75M | 0.64% | +49+1.7% | Added |
| Coyle Financial Counsel LLC | 2,976 | $1.74M | 0.55% | −633−17.5% | Reduced |
| Newton One Investments LLC | 2,957 | $1.73M | 0.67% | +76+2.6% | Added |
| Meridian Financial, LLC | 2,955 | $1.73M | 1.20% | −49−1.6% | Reduced |
| Clean Yield Group | 2,953 | $1.73M | 0.55% | −108−3.5% | Reduced |
| Meeder Advisory Services, Inc. | 2,952 | $1.73M | 0.11% | −64−2.1% | Reduced |
| Register Financial Advisors LLC | 2,939 | $1.72M | 0.86% | +66+2.3% | Added |
| Disciplined Investors, L.L.C. | 2,962 | $1.72M | 1.66% | +2,962 | New |
| Wallace Capital Management Inc. | 2,938 | $1.72M | 0.24% | +120+4.3% | Added |
| DSG Capital Advisors, LLC | 2,933 | $1.72M | 0.31% | +2,933 | New |
| Lumbard & Kellner, LLC | 2,932 | $1.72M | 0.74% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,926 | $1.72M | 0.82% | −2,081−41.6% | Reduced |
| Chemistry Wealth Management LLC | 2,926 | $1.71M | 0.40% | −31−1.0% | Reduced |
| Ami Asset Management Corp | 2,924 | $1.71M | 0.09% | +7+0.2% | Added |
| Exchange Bank | 2,921 | $1.71M | 1.38% | −20−0.7% | Reduced |
| Cowa, LLC | 2,909 | $1.70M | 0.79% | −189−6.1% | Reduced |
| Consilium Wealth Advisory, LLC | 2,905 | $1.70M | 0.81% | −5−0.2% | Reduced |
| CapWealth Advisors, LLC | 2,905 | $1.70M | 0.19% | −20−0.7% | Reduced |
| Beta Wealth Group, Inc. | 2,904 | $1.70M | 0.75% | −55−1.9% | Reduced |
| Birch Hill Investment Advisors LLC | 2,902 | $1.70M | 0.08% | +18+0.6% | Added |
| Private Capital Advisors, Inc. | 2,898 | $1.70M | 0.20% | +12+0.4% | Added |
| Claret Asset Management Corp | 2,893 | $1.70M | 0.27% | −383−11.7% | Reduced |
| Triton Wealth Management, PLLC | 2,863 | $1.69M | 0.87% | +14+0.5% | Added |
| MA Private Wealth | 2,887 | $1.69M | 0.32% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 2,885 | $1.69M | 0.50% | 00.0% | Unchanged |
| Promus Capital, LLC | 2,883 | $1.69M | 1.30% | +2,883 | New |
| Legacy Financial Group LLC | 2,880 | $1.69M | 0.27% | +2,880 | New |
| Frisch Financial Group, Inc. | 2,870 | $1.69M | 0.51% | −8−0.3% | Reduced |
| Summit Investment Advisory Services, LLC | 2,873 | $1.68M | 0.87% | +50+1.8% | Added |
| Citizens & Northern Corp | 2,871 | $1.68M | 0.46% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 2,866 | $1.68M | 1.42% | +2,866 | New |
| RIA Advisory Group LLC | 2,865 | $1.68M | 0.57% | +1,340+87.9% | Added |
| Congress Park Capital LLC | 2,865 | $1.68M | 0.61% | −163−5.4% | Reduced |
| Bonfire Financial | 2,854 | $1.68M | 1.52% | +2,854 | New |
| Sutton Place Investors LLC | 2,853 | $1.67M | 0.97% | +85+3.1% | Added |
| Cannon Financial Strategists, Inc. | 2,846 | $1.67M | 0.29% | −10.0% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,838 | $1.66M | 0.96% | +78+2.8% | Added |
| Manske Wealth Management | 2,836 | $1.66M | 0.66% | +2,836 | New |
| LaFleur & Godfrey LLC | 2,829 | $1.66M | 0.23% | −8−0.3% | Reduced |
| Culbertson A N & Co Inc | 2,826 | $1.66M | 0.26% | 00.0% | Unchanged |
| High Probability Advisors, LLC | 2,826 | $1.66M | 0.30% | −25−0.9% | Reduced |
| Morningstar Investment Services LLC | 2,823 | $1.66M | 0.15% | +2,823 | New |
| Caxton Corp | 2,823 | $1.65M | 9.94% | −44−1.5% | Reduced |
| Core Wealth Advisors, Inc. | 2,821 | $1.65M | 0.55% | +27+1.0% | Added |
| MSH Capital Advisors LLC | 2,820 | $1.65M | 0.52% | +39+1.4% | Added |
| Fortem Financial Group, LLC | 2,820 | $1.65M | 0.64% | +80+2.9% | Added |
| Legacy Financial Advisors, Inc. | 2,819 | $1.65M | 0.27% | +546+24.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 2,816 | $1.65M | 1.14% | +2,816 | New |
| Two Sigma Securities, LLC | 2,814 | $1.65M | 0.30% | +367+15.0% | Added |
| Front Row Advisors LLC | 2,804 | $1.65M | 0.57% | +50+1.8% | Added |
| Stenger Family Office, LLC | 2,813 | $1.65M | 0.56% | +2,813 | New |
| Vaughan David Investments LLC | 2,810 | $1.65M | 0.04% | +170+6.4% | Added |
| Index Fund Advisors, Inc. | 2,806 | $1.64M | 0.09% | −398−12.4% | Reduced |
| Guardian Asset Advisors, LLC | 2,799 | $1.64M | 1.05% | +98+3.6% | Added |
| Robinson Smith Wealth Advisors LLC | 2,803 | $1.64M | 1.39% | +601+27.3% | Added |
| Tranquilli Financial Advisor LLC | 2,803 | $1.64M | 1.04% | +425+17.9% | Added |
| Warburton Capital Management, LLC | 2,798 | $1.64M | 1.23% | +2,798 | New |
| Confluence Wealth Services, Inc. | 2,686 | $1.64M | 0.11% | −939−25.9% | Reduced |
| D.B. Root & Company, LLC | 2,789 | $1.63M | 0.52% | −244−8.0% | Reduced |
| Philadelphia Trust Co | 2,787 | $1.63M | 0.12% | −9−0.3% | Reduced |
| Addenda Capital Inc. | 2,778 | $1.63M | 0.06% | +2,778 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,783 | $1.63M | 0.41% | −700−20.1% | Reduced |
| Priebe Wealth Holdings LLC | 2,782 | $1.63M | 1.11% | −333−10.7% | Reduced |
| Old Port Advisors | 2,771 | $1.62M | 0.47% | +3+0.1% | Added |
| Occidental Asset Management, LLC | 2,767 | $1.62M | 0.25% | +10.0% | Added |
| NCP Inc. | 2,765 | $1.62M | 0.83% | +464+20.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,764 | $1.62M | 0.50% | −30−1.1% | Reduced |
| Marex Group plc | 2,762 | $1.62M | 0.03% | −123,238−97.8% | Reduced |
| Bourgeon Capital Management LLC | 2,762 | $1.62M | 0.30% | +17+0.6% | Added |
| JGP Wealth Management, LLC | 2,762 | $1.62M | 0.21% | +20+0.7% | Added |
| Empire Financial Management Company, LLC | 2,760 | $1.62M | 0.50% | −150−5.2% | Reduced |
| Impact Capital Partners LLC | 2,756 | $1.62M | 0.57% | +2,756 | New |
| Palo Alto Wealth Advisors, LLC | 2,745 | $1.61M | 0.57% | +319+13.1% | Added |
| LexAurum Advisors, LLC | 2,750 | $1.61M | 0.32% | +290+11.8% | Added |
| Triangle Securities Wealth Management | 2,747 | $1.61M | 0.41% | +41+1.5% | Added |
| Goodman Financial Corp | 2,746 | $1.61M | 0.34% | −19−0.7% | Reduced |
| Bravias Capital Group, LLC | 2,669 | $1.61M | 1.30% | +2,669 | New |
| Werba Rubin Papier Wealth Management | 2,740 | $1.61M | 0.38% | +263+10.6% | Added |
| Lantz Financial LLC | 2,739 | $1.61M | 0.43% | −8−0.3% | Reduced |
| Somerset Group LLC | 2,736 | $1.60M | 1.47% | +1,050+62.3% | Added |
| Palouse Capital Management, Inc. | 2,730 | $1.60M | 1.06% | +289+11.8% | Added |
| Forefront Analytics, LLC | 2,728 | $1.60M | 0.74% | −19,236−87.6% | Reduced |
| Riverstone Advisors, LLC | 2,727 | $1.60M | 0.91% | +38+1.4% | Added |