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 |
|---|---|---|---|---|---|
| CNB Bank | 2,389 | $1.40M | 0.65% | −642−21.2% | Reduced |
| Professional Advisory Services Inc | 2,387 | $1.40M | 0.19% | −175−6.8% | Reduced |
| Texas Bank & Trust Co | 2,385 | $1.40M | 0.58% | +2,385 | New |
| Hudson Portfolio Management LLC | 2,380 | $1.39M | 1.37% | +214+9.9% | Added |
| Figure 8 Investment Strategies LLC | 2,375 | $1.39M | 1.37% | +2,375 | New |
| Blue Barn Wealth, LLC | 2,373 | $1.39M | 0.73% | +57+2.5% | Added |
| Lionsbridge Wealth Management LLC | 2,367 | $1.39M | 1.16% | −1,064−31.0% | Reduced |
| Fingerlakes Wealth Management, Inc. | 2,356 | $1.38M | 1.11% | −10−0.4% | Reduced |
| Weatherly Asset Management L. P. | 2,349 | $1.38M | 0.12% | −10−0.4% | Reduced |
| Petredis Investment Advisors LLC | 2,353 | $1.38M | 0.14% | +1,329+129.8% | Added |
| Parker Financial LLC | 2,353 | $1.38M | 0.68% | −365−13.4% | Reduced |
| Dempze Nancy E | 2,348 | $1.38M | 0.79% | +2,348 | New |
| HF Advisory Group, LLC | 2,345 | $1.37M | 0.63% | +12+0.5% | Added |
| Main Street Research LLC | 2,331 | $1.37M | 0.09% | +206+9.7% | Added |
| BIP Alliance, LLC | 2,334 | $1.37M | 0.58% | +2,334 | New |
| Alpha Omega Wealth Management LLC | 2,333 | $1.37M | 0.26% | +7+0.3% | Added |
| Windward Capital Management Co | 2,330 | $1.37M | 0.10% | +2+0.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,329 | $1.37M | 0.19% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 2,316 | $1.36M | 1.27% | +327+16.4% | Added |
| Penbrook Management LLC | 2,315 | $1.36M | 0.93% | 00.0% | Unchanged |
| Leisure Capital Management | 2,306 | $1.35M | 0.53% | +252+12.3% | Added |
| Townsend Asset Management Corp | 2,304 | $1.35M | 0.49% | −49−2.1% | Reduced |
| ESL Trust Services, LLC | 2,302 | $1.35M | 0.30% | 00.0% | Unchanged |
| Davis Capital Management | 2,292 | $1.34M | 1.09% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 2,278 | $1.34M | 0.30% | +4+0.2% | Added |
| Janney Capital Management LLC | 2,283 | $1.34M | 0.09% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 2,280 | $1.34M | 0.73% | +85+3.9% | Added |
| Curio Wealth, LLC | 2,279 | $1.34M | 0.72% | +2,279 | New |
| Westwood Wealth Management | 2,276 | $1.33M | 0.48% | +25+1.1% | Added |
| Accredited Investor Services, LLC | 2,276 | $1.33M | 1.07% | +2,276 | New |
| Santori & Peters | 2,272 | $1.33M | 0.51% | −41−1.8% | Reduced |
| Cypress Asset Management Inc | 1,960 | $1.33M | 0.33% | −303−13.4% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,271 | $1.33M | 0.32% | +244+12.0% | Added |
| Westfuller Advisors, LLC | 2,259 | $1.33M | 0.84% | +6+0.3% | Added |
| Parthenon LLC | 2,266 | $1.33M | 0.16% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,260 | $1.33M | 0.93% | −1,614−41.7% | Reduced |
| W.H. Cornerstone Investments Inc. | 2,262 | $1.33M | 0.89% | +6+0.3% | Added |
| Formidable Asset Management, LLC | 2,454 | $1.32M | 0.22% | −927−27.4% | Reduced |
| Kuhn & Co Investment Counsel | 2,254 | $1.32M | 1.12% | +9+0.4% | Added |
| Define Financial, LLC | 2,252 | $1.32M | 1.00% | +2,252 | New |
| Pathway Financial Advisers, LLC | 2,250 | $1.32M | 0.44% | +183+8.9% | Added |
| Missouri Trust & Investment Co | 2,248 | $1.32M | 0.46% | −26−1.1% | Reduced |
| Consilio Wealth Advisors, LLC | 2,248 | $1.32M | 0.54% | −2−0.1% | Reduced |
| Atwood & Palmer Inc | 2,246 | $1.32M | 0.09% | −8−0.4% | Reduced |
| Von Berge Wealth Management Group, LLC | 2,175 | $1.32M | 0.80% | 00.0% | Unchanged |
| A&I Financial Services, LLC | 2,241 | $1.31M | 1.28% | +2,241 | New |
| N.E.W. Advisory Services LLC | 2,241 | $1.31M | 0.12% | +14+0.6% | Added |
| Darrow Company, Inc. | 2,241 | $1.31M | 0.76% | −18−0.8% | Reduced |
| Capital Planning Advisors, LLC | 2,227 | $1.31M | 0.20% | −500−18.3% | Reduced |
| Armor Investment Advisors, LLC | 2,225 | $1.30M | 0.54% | +10.0% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,620 | $1.30M | 0.30% | +395+17.8% | Added |
| Reuter James Wealth Management, LLC | 2,221 | $1.30M | 0.24% | −65−2.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,220 | $1.30M | 0.17% | −36−1.6% | Reduced |
| Fort Sheridan Advisors LLC | 2,218 | $1.30M | 0.19% | +529+31.3% | Added |
| Criterion Capital Advisors, LLC | 2,388 | $1.30M | 0.82% | 00.0% | Unchanged |
| Trust Co of Tennessee | 2,215 | $1.30M | 0.43% | +57+2.6% | Added |
| Trevian Wealth Management LLC | 2,215 | $1.30M | 0.96% | +3+0.1% | Added |
| Kavar Capital Partners Group, LLC | 2,213 | $1.30M | 0.22% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 2,211 | $1.30M | 0.44% | +770+53.4% | Added |
| Fiduciary Group LLC | 2,208 | $1.29M | 0.13% | +10.0% | Added |
| Toth Financial Advisory Corp | 2,204 | $1.29M | 0.15% | −41−1.8% | Reduced |
| Retirement Investment Advisors, Inc. | 2,203 | $1.29M | 0.14% | −402−15.4% | Reduced |
| Estate Counselors, LLC | 2,200 | $1.29M | 0.14% | −25−1.1% | Reduced |
| Sebold Capital Management, Inc. | 2,196 | $1.29M | 0.86% | −5−0.2% | Reduced |
| MBA Advisors LLC | 2,191 | $1.28M | 0.65% | −10.0% | Reduced |
| Bordeaux Wealth Advisors LLC | 2,188 | $1.28M | 0.21% | −2−0.1% | Reduced |
| Bright Futures Wealth Management, LLC. | 2,124 | $1.28M | 1.14% | −136−6.0% | Reduced |
| Granite Bay Wealth Management, LLC | 2,180 | $1.28M | 0.47% | +499+29.7% | Added |
| Southeast Asset Advisors Inc. | 2,161 | $1.27M | 0.16% | −399−15.6% | Reduced |
| Vaughan & Co Securities, Inc. | 2,159 | $1.27M | 0.76% | −10.0% | Reduced |
| Buffington Mohr McNeal | 2,158 | $1.26M | 0.21% | +97+4.7% | Added |
| WealthBridge Investment Counsel Inc. | 2,157 | $1.26M | 0.46% | +35+1.6% | Added |
| Sava Infond d.o.o. | 2,150 | $1.26M | 0.22% | +2,150 | New |
| Archer Investment Corp | 2,148 | $1.26M | 0.34% | +100+4.9% | Added |
| Papp L Roy & Associates | 2,144 | $1.26M | 0.15% | +51+2.4% | Added |
| Rockline Wealth Management, LLC | 2,141 | $1.26M | 0.34% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 2,141 | $1.25M | 0.25% | −110−4.9% | Reduced |
| Radnor Capital Management, LLC | 2,134 | $1.25M | 0.21% | +239+12.6% | Added |
| Capital Investment Counsel, Inc | 2,127 | $1.25M | 0.19% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 2,125 | $1.25M | 0.77% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,124 | $1.25M | 0.35% | +290+15.8% | Added |
| Fortune Financial Advisors, LLC | 2,124 | $1.24M | 1.13% | −11−0.5% | Reduced |
| Awm Capital, LLC | 2,117 | $1.24M | 0.15% | −110−4.9% | Reduced |
| Souders Financial Advisors | 2,123 | $1.24M | 0.17% | +439+26.1% | Added |
| Alpha Financial Partners, LLC | 2,123 | $1.24M | 0.98% | +1,094+106.3% | Added |
| McGuire Investment Group, LLC | 2,121 | $1.24M | 0.18% | 00.0% | Unchanged |
| LifeGoal Wealth Advisors | 2,121 | $1.24M | 1.35% | +2,121 | New |
| Mountain Pacific Investment Advisers Inc | 2,121 | $1.24M | 0.09% | −11−0.5% | Reduced |
| Laurel Wealth Planning LLC | 2,113 | $1.24M | 0.80% | +476+29.1% | Added |
| Acorn Wealth Advisors, LLC | 2,110 | $1.24M | 0.51% | −222−9.5% | Reduced |
| Kooman & Associates | 2,109 | $1.24M | 0.45% | +2,109 | New |
| Heartwood Wealth Advisors LLC | 2,106 | $1.23M | 0.14% | +38+1.8% | Added |
| Sound Income Strategies, LLC | 2,103 | $1.23M | 0.08% | −2,387−53.2% | Reduced |
| Horan Securities, Inc. | 2,103 | $1.23M | 0.47% | +6+0.3% | Added |
| Medallion Wealth Advisors, LLC | 2,111 | $1.23M | 0.61% | +2,111 | New |
| Green Square Capital Advisors LLC | 2,096 | $1.23M | 0.17% | −4−0.2% | Reduced |
| Independent Investors Inc | 2,089 | $1.22M | 0.24% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 2,078 | $1.22M | 0.42% | −40−1.9% | Reduced |
| Roof Eidam & Maycock | 2,071 | $1.21M | 0.31% | +360+21.0% | Added |
| Park Edge Advisors, LLC | 2,070 | $1.21M | 0.35% | −59−2.8% | Reduced |