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 |
|---|---|---|---|---|---|
| Westbourne Investments, Inc. | 2,723 | $1.60M | 0.94% | +2,723 | New |
| 17 Capital Partners, LLC | 2,714 | $1.59M | 1.01% | +1,512+125.8% | Added |
| Oak Harbor Wealth Partners, LLC | 2,712 | $1.59M | 0.46% | +92+3.5% | Added |
| Stonebridge Capital Advisors LLC | 2,706 | $1.59M | 0.13% | −480−15.1% | Reduced |
| Strategies Wealth Advisors, LLC | 2,611 | $1.58M | 0.20% | −385−12.9% | Reduced |
| Cape Ann Savings Bank | 2,694 | $1.58M | 0.93% | 00.0% | Unchanged |
| Parkside Advisors LLC | 2,685 | $1.58M | 0.37% | −38−1.4% | Reduced |
| Fulton Bank, N.A. | 2,691 | $1.58M | 0.06% | −60−2.2% | Reduced |
| Financial Council Asset Management Inc | 2,682 | $1.57M | 0.81% | +10+0.4% | Added |
| Valtinson Bruner Financial Planning LLC | 2,680 | $1.57M | 0.55% | −63−2.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,679 | $1.57M | 0.05% | +2,320+646.2% | Added |
| JPL Wealth Management, LLC | 2,670 | $1.56M | 0.45% | +2,670 | New |
| Proathlete Wealth Management LLC | 2,668 | $1.56M | 0.59% | +8+0.3% | Added |
| Hudson Value Partners, LLC | 2,667 | $1.56M | 0.58% | +37+1.4% | Added |
| American Capital Management Inc | 2,666 | $1.56M | 0.06% | 00.0% | Unchanged |
| Quartz Partners, LLC | 2,663 | $1.56M | 0.95% | +315+13.4% | Added |
| Darden Wealth Group Inc | 2,661 | $1.56M | 1.05% | +39+1.5% | Added |
| Northwest & Ethical Investments L.P. | 2,660 | $1.56M | 0.04% | −15,340−85.2% | Reduced |
| Colonial Trust Advisors | 2,658 | $1.56M | 0.14% | −2−0.1% | Reduced |
| SS&H Financial Advisors, Inc. | 2,656 | $1.56M | 0.57% | +8+0.3% | Added |
| Lee Danner & Bass Inc | 2,648 | $1.55M | 0.12% | +10+0.4% | Added |
| Gallacher Capital Management LLC | 2,647 | $1.55M | 0.77% | +967+57.6% | Added |
| Heritage Financial Services, LLC | 2,645 | $1.55M | 0.21% | +50+1.9% | Added |
| Ground Swell Capital, LLC | 2,638 | $1.55M | 3.37% | +2,638 | New |
| Independent Wealth Network Inc. | 2,634 | $1.54M | 0.63% | −19−0.7% | Reduced |
| Cambridge Capital Management, LLC | 2,630 | $1.54M | 0.99% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 2,626 | $1.54M | 0.75% | −22−0.8% | Reduced |
| Sterling Financial Planning, Inc. | 2,623 | $1.54M | 0.57% | −89−3.3% | Reduced |
| Founders Financial Securities LLC | 2,622 | $1.54M | 0.14% | +237+9.9% | Added |
| Retirement Guys Formula LLC | 2,616 | $1.53M | 0.77% | +14+0.5% | Added |
| Long Road Investment Counsel, LLC | 2,614 | $1.53M | 0.62% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 2,613 | $1.53M | 0.42% | +2,039+355.2% | Added |
| O'Rourke & Company, Inc | 2,611 | $1.53M | 0.75% | +31+1.2% | Added |
| JT Stratford LLC | 2,611 | $1.53M | 0.25% | +42+1.6% | Added |
| Silverleafe Capital Partners, LLC | 2,606 | $1.53M | 0.48% | +234+9.9% | Added |
| Able Wealth Management LLC | 2,602 | $1.53M | 1.00% | +118+4.8% | Added |
| Skaana Management L.P. | 2,600 | $1.52M | 0.49% | +2,600 | New |
| Wexford Capital LP | 2,596 | $1.52M | 0.39% | 00.0% | Unchanged |
| Shelton Capital Management | 2,596 | $1.52M | 0.04% | +340+15.1% | Added |
| May Hill Capital, LLC | 2,592 | $1.52M | 0.59% | +2,592 | New |
| RiverGlades Family Offices LLC | 2,590 | $1.52M | 1.08% | +10.0% | Added |
| Resources Management Corp | 2,587 | $1.52M | 0.21% | −55−2.1% | Reduced |
| Sunpointe, LLC | 2,576 | $1.51M | 0.76% | −19−0.7% | Reduced |
| Natural Investments, LLC | 2,583 | $1.51M | 0.42% | +2,583 | New |
| Monterey Private Wealth, Inc. | 2,578 | $1.51M | 0.50% | −41−1.6% | Reduced |
| Narus Financial Partners, LLC | 2,572 | $1.51M | 0.51% | +39+1.5% | Added |
| WoodTrust Financial Corp | 2,567 | $1.50M | 0.21% | +51+2.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 2,555 | $1.50M | 0.67% | +10.0% | Added |
| Excalibur Management Corp | 2,562 | $1.50M | 0.60% | +326+14.6% | Added |
| CORDA Investment Management, LLC. | 2,562 | $1.50M | 0.12% | −21−0.8% | Reduced |
| Bruce G. Allen Investments, LLC | 2,558 | $1.50M | 1.22% | +204+8.7% | Added |
| American Financial Advisors, LLC | 2,555 | $1.50M | 0.21% | +43+1.7% | Added |
| Tranquility Partners, LLC | 2,549 | $1.49M | 0.56% | +171+7.2% | Added |
| Dorsey Wright & Associates | 2,546 | $1.49M | 0.36% | +2,546 | New |
| Wealthcare Capital Partners, LLC | 2,545 | $1.49M | 0.78% | +2,545 | New |
| Ariadne Wealth Management, LP | 2,465 | $1.49M | 0.68% | +245+11.0% | Added |
| Midwest Financial Group LLC | 2,540 | $1.49M | 0.85% | +219+9.4% | Added |
| Aster Capital Management (DIFC) Ltd | 2,534 | $1.49M | 0.57% | +2,534 | New |
| SkyOak Wealth, LLC | 2,534 | $1.49M | 0.32% | +459+22.1% | Added |
| Clearwater Capital Advisors, LLC | 2,529 | $1.48M | 0.15% | −218−7.9% | Reduced |
| Yeomans Consulting Group, Inc. | 2,529 | $1.48M | 0.56% | +96+3.9% | Added |
| Cambridge Financial Group, LLC | 2,527 | $1.48M | 0.63% | −57−2.2% | Reduced |
| Davidson Kahn Capital Management, LLC | 2,523 | $1.48M | 1.37% | +2,523 | New |
| Atlanta Consulting Group Advisors, LLC | 2,521 | $1.48M | 0.54% | −474−15.8% | Reduced |
| Gilman Hill Asset Management, LLC | 2,520 | $1.48M | 0.26% | −4−0.2% | Reduced |
| Investment Advisory Group, LLC | 2,518 | $1.48M | 0.49% | +6+0.2% | Added |
| Spinnaker Investment Group, LLC | 2,513 | $1.47M | 0.36% | −103−3.9% | Reduced |
| Bank of Stockton | 2,512 | $1.47M | 0.45% | +952+61.0% | Added |
| Crowley Wealth Management, Inc. | 2,507 | $1.47M | 1.30% | +2,507 | New |
| Blodgett Wealth Advisors, LLC | 2,504 | $1.47M | 1.15% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 2,504 | $1.47M | 0.64% | +2,504 | New |
| EPG Wealth Management LLC | 2,500 | $1.47M | 0.39% | −15−0.6% | Reduced |
| Primoris Wealth Advisors, LLC | 2,500 | $1.47M | 1.12% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 2,489 | $1.46M | 0.49% | +1,802+262.3% | Added |
| Clarity Capital Partners LLC | 2,489 | $1.46M | 0.76% | −47−1.9% | Reduced |
| Saxony Capital Management, LLC | 2,485 | $1.46M | 1.28% | −9−0.4% | Reduced |
| Caitlin John, LLC | 2,479 | $1.45M | 0.99% | −166−6.3% | Reduced |
| Tanglewood Wealth Management, Inc. | 2,478 | $1.45M | 0.17% | 00.0% | Unchanged |
| Fulcrum Equity Management | 2,478 | $1.45M | 1.44% | −4,530−64.6% | Reduced |
| Martel Wealth Advisors Inc | 2,471 | $1.45M | 0.28% | −58−2.3% | Reduced |
| True Link Financial Advisors, LLC | 2,465 | $1.44M | 0.12% | +357+16.9% | Added |
| B.O.S.S. Retirement Advisors, LLC | 2,461 | $1.44M | 0.40% | +2,461 | New |
| Matthew Goff Investment Advisor, LLC | 2,459 | $1.44M | 0.27% | −36−1.4% | Reduced |
| Upper Left Wealth Management, LLC | 2,459 | $1.44M | 1.23% | −21−0.8% | Reduced |
| Orcam Financial Group | 2,459 | $1.44M | 1.39% | +281+12.9% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 2,452 | $1.44M | 2.28% | +524+27.2% | Added |
| Friedenthal Financial | 2,450 | $1.44M | 0.84% | −7−0.3% | Reduced |
| Bernard Wealth Management Corp. | 2,447 | $1.43M | 0.67% | +2,447 | New |
| Monetary Management Group Inc | 2,440 | $1.43M | 0.37% | 00.0% | Unchanged |
| Baring Financial LLC | 2,439 | $1.43M | 1.27% | +2,439 | New |
| Castle Wealth Management LLC | 2,429 | $1.43M | 0.56% | −96−3.8% | Reduced |
| Bell Investment Advisors, Inc | 2,428 | $1.42M | 0.27% | +152+6.7% | Added |
| Austin Wealth Management, LLC | 2,381 | $1.42M | 0.29% | +34+1.4% | Added |
| Baker Boyer National Bank | 2,427 | $1.42M | 0.49% | +129+5.6% | Added |
| Dana Investment Advisors, Inc. | 2,412 | $1.41M | 0.05% | +21+0.9% | Added |
| Ping Capital Management, Inc. | 2,400 | $1.41M | 0.58% | +2,400 | New |
| EagleClaw Capital Managment, LLC | 2,398 | $1.41M | 0.22% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 2,395 | $1.40M | 0.27% | +174+7.8% | Added |
| Shade Tree Advisors LLC | 2,391 | $1.40M | 1.41% | +2,391 | New |
| Delta Financial Group, Inc. | 2,390 | $1.40M | 0.33% | −90−3.6% | Reduced |