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 |
|---|---|---|---|---|---|
| Hiley Hunt Wealth Management | 2,070 | $1.21M | 0.67% | −100−4.6% | Reduced |
| Richard W. Paul & Associates, LLC | 2,070 | $1.21M | 0.44% | −309−13.0% | Reduced |
| Viewpoint Capital Management LLC | 2,069 | $1.21M | 0.64% | +9+0.4% | Added |
| Family Office Research LLC | 2,061 | $1.21M | 0.53% | +2,061 | New |
| Ballast Advisors LLC | 2,060 | $1.21M | 0.37% | −102−4.7% | Reduced |
| Payne Capital Management, LLC | 2,058 | $1.21M | 0.52% | +2,058 | New |
| Strid Group, LLC | 2,058 | $1.21M | 0.19% | +217+11.8% | Added |
| Ti-Trust, Inc | 2,057 | $1.21M | 0.81% | +75+3.8% | Added |
| Clarus Group, Inc. | 2,056 | $1.21M | 0.43% | +236+13.0% | Added |
| Marino, Stram & Associates LLC | 2,055 | $1.20M | 0.27% | +26+1.3% | Added |
| Yarger Wealth Strategies, LLC | 2,054 | $1.20M | 0.69% | +5+0.2% | Added |
| One Charles Private Wealth Services, LLC | 2,051 | $1.20M | 0.40% | +49+2.4% | Added |
| Prossimo Advisors, LLC | 2,050 | $1.20M | 0.87% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,045 | $1.20M | 0.64% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 2,049 | $1.20M | 0.66% | +155+8.2% | Added |
| Floyd Financial Group LLC | 2,062 | $1.20M | 0.98% | +2,062 | New |
| Gables Capital Management Inc. | 2,039 | $1.20M | 0.58% | +321+18.7% | Added |
| Riverbend Wealth Management, LLC | 2,033 | $1.19M | 1.06% | +2,033 | New |
| Logan Stone Capital, LLC | 2,035 | $1.19M | 0.40% | +2,035 | New |
| Prelude Capital Management, LLC | 2,029 | $1.19M | 0.10% | −3,150−60.8% | Reduced |
| Hanlon Investment Management, Inc. | 2,028 | $1.19M | 0.32% | +563+38.4% | Added |
| tru Independence LLC | 2,028 | $1.19M | 0.37% | +76+3.9% | Added |
| Asset Planning Corporation | 2,025 | $1.19M | 0.74% | +13+0.6% | Added |
| Lincoln Capital Corp | 2,024 | $1.19M | 0.49% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 2,021 | $1.18M | 0.88% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 2,018 | $1.18M | 0.21% | −773−27.7% | Reduced |
| Kingstone Capital Partners Texas, LLC | 2,016 | $1.18M | 0.96% | +2,016 | New |
| Your Advocates Ltd., LLP | 2,012 | $1.18M | 0.47% | +105+5.5% | Added |
| Vicus Capital | 7,074 | $1.18M | 0.10% | +1,192+20.3% | Added |
| Bear Mountain Capital, Inc. | 1,926 | $1.17M | 0.46% | −49−2.5% | Reduced |
| Virginia Wealth Management Group, Inc. | 2,000 | $1.17M | 0.73% | 00.0% | Unchanged |
| Lam Group, Inc. | 2,000 | $1.17M | 0.84% | 00.0% | Unchanged |
| Cura Wealth Advisors, LLC | 2,000 | $1.17M | 0.52% | +2,000 | New |
| Doheny Asset Management | 2,000 | $1.17M | 0.87% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 1,998 | $1.17M | 0.61% | −52−2.5% | Reduced |
| Sterling Manor Financial, LLC | 1,994 | $1.17M | 0.82% | 00.0% | Unchanged |
| Haven Private, LLC | 1,994 | $1.17M | 0.65% | +1,994 | New |
| Cora Capital Advisors LLC | 1,993 | $1.17M | 0.56% | −2−0.1% | Reduced |
| Measured Risk Portfolios, Inc. | 1,989 | $1.17M | 1.30% | +1,989 | New |
| Convergence Financial, LLC | 1,988 | $1.17M | 0.23% | −1,024−34.0% | Reduced |
| Cutler Investment Counsel LLC | 1,981 | $1.17M | 0.14% | −123−5.8% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 1,986 | $1.16M | 0.17% | +1,986 | New |
| Theory Financial LLC | 1,985 | $1.16M | 0.49% | +197+11.0% | Added |
| Fielder Capital Group LLC | 1,982 | $1.16M | 0.36% | +65+3.4% | Added |
| Kapstone Financial Advisors LLC | 1,926 | $1.16M | 0.62% | +123+6.8% | Added |
| Capital CS Group, LLC | 1,975 | $1.16M | 1.55% | −184−8.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,975 | $1.16M | 0.87% | −50−2.5% | Reduced |
| ERn Financial, LLC | 1,974 | $1.16M | 0.17% | −848−30.0% | Reduced |
| United Community Bank | 1,972 | $1.16M | 0.45% | −90−4.4% | Reduced |
| Tran Capital Management, L.P. | 1,972 | $1.16M | 0.13% | +128+6.9% | Added |
| Wealthspan Partners, LLC | 1,969 | $1.15M | 0.55% | +255+14.9% | Added |
| Brooks, Moore & Associates, Inc. | 1,965 | $1.15M | 0.68% | −200−9.2% | Reduced |
| Crescent Park Management, L.P. | 1,965 | $1.15M | 0.47% | +1,965 | New |
| Core Wealth Partners LLC | 1,964 | $1.15M | 0.66% | +149+8.2% | Added |
| Navalign, LLC | 1,959 | $1.15M | 0.34% | −118−5.7% | Reduced |
| Precedent Wealth Partners, LLC | 1,957 | $1.15M | 0.37% | +30+1.6% | Added |
| Oak Harvest Investment Services | 1,954 | $1.15M | 0.16% | −164−7.7% | Reduced |
| Alerus Financial NA | 1,951 | $1.14M | 0.09% | +33+1.7% | Added |
| Centric Wealth Management | 1,948 | $1.14M | 0.31% | +18+0.9% | Added |
| Narwhal Capital Management | 1,946 | $1.14M | 0.10% | +765+64.8% | Added |
| Am Investment Strategies LLC | 1,945 | $1.14M | 0.28% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 1,943 | $1.14M | 0.60% | 00.0% | Unchanged |
| Postrock Partners LLC | 1,941 | $1.14M | 0.55% | +1,941 | New |
| Burton Enright Welch | 1,931 | $1.13M | 0.24% | +20+1.0% | Added |
| Landaas & Co | 1,930 | $1.13M | 0.31% | +892+85.9% | Added |
| Full Sail Capital, LLC | 1,923 | $1.13M | 0.07% | −29−1.5% | Reduced |
| North Berkeley Wealth Management, LLC | 1,921 | $1.13M | 1.14% | +1,921 | New |
| Forbes J M & Co LLP | 1,919 | $1.12M | 0.11% | +1,077+127.9% | Added |
| Financial Advisory Corp | 1,910 | $1.12M | 0.20% | +1,910 | New |
| BancFirst Trust & Investment Management | 1,901 | $1.12M | 0.50% | −100−5.0% | Reduced |
| Roberts Capital Advisors, LLC | 1,907 | $1.12M | 0.94% | −420−18.0% | Reduced |
| Trademark Financial Management, LLC | 1,905 | $1.12M | 0.89% | +733+62.5% | Added |
| Red Tortoise LLC | 1,905 | $1.12M | 0.59% | −1−0.1% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,902 | $1.11M | 0.92% | 00.0% | Unchanged |
| Scratch Capital LLC | 1,900 | $1.11M | 1.36% | +1,900 | New |
| Orleans Capital Management Corp | 1,839 | $1.11M | 0.62% | 00.0% | Unchanged |
| Fca Corp | 1,896 | $1.11M | 0.35% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 1,886 | $1.11M | 0.30% | −58−3.0% | Reduced |
| Kirtland Hills Capital Management, LLC | 1,890 | $1.11M | 0.71% | −40−2.1% | Reduced |
| Crown Wealth Group, LLC | 1,882 | $1.10M | 0.45% | +914+94.4% | Added |
| Fidelity D & D Bancorp Inc | 1,882 | $1.10M | 0.73% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 1,881 | $1.10M | 0.87% | +1,881 | New |
| First Command Advisory Services, Inc. | 1,880 | $1.10M | 0.01% | −12−0.6% | Reduced |
| Smith Thornton Advisors LLC | 1,875 | $1.10M | 0.69% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $1.10M | 0.71% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,874 | $1.10M | 0.52% | +141+8.1% | Added |
| Dominguez Wealth Management Solutions, Inc. | 1,874 | $1.10M | 0.80% | −6−0.3% | Reduced |
| Marion Wealth Management | 1,870 | $1.10M | 0.29% | +4+0.2% | Added |
| Telos Capital Management, Inc. | 1,869 | $1.10M | 0.12% | +155+9.0% | Added |
| Johnson & White Wealth Management, LLC | 1,873 | $1.09M | 0.66% | +216+13.0% | Added |
| Root Financial Partners, LLC | 1,868 | $1.09M | 0.14% | +735+64.9% | Added |
| Everhart Financial Group, Inc. | 1,865 | $1.09M | 0.22% | +556+42.5% | Added |
| Hollow Brook Wealth Management LLC | 1,865 | $1.09M | 0.34% | −150−7.4% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 1,865 | $1.09M | 0.27% | −9−0.5% | Reduced |
| KPP Advisory Services LLC | 1,863 | $1.09M | 0.26% | +10+0.5% | Added |
| TCFG Wealth Management, LLC | 1,861 | $1.09M | 0.55% | −182−8.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,860 | $1.09M | 0.21% | −33−1.7% | Reduced |
| Hexagon Capital Partners LLC | 1,852 | $1.09M | 0.20% | 00.0% | Unchanged |
| Vernal Point Advisors, LLC | 1,844 | $1.08M | 0.75% | −16−0.9% | Reduced |
| Myecfo, LLC | 1,850 | $1.08M | 0.59% | +6+0.3% | Added |