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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 191,411 | $112.2M | 1.95% | −442−0.2% | Reduced |
| Savant Capital, LLC | 191,370 | $112.2M | 0.88% | +56,381+41.8% | Added |
| Cullen/Frost Bankers, Inc. | 190,946 | $111.9M | 1.53% | −1,798−0.9% | Reduced |
| Manchester Capital Management LLC | 190,821 | $111.8M | 12.98% | +400+0.2% | Added |
| Integrated Wealth Concepts LLC | 190,219 | $111.5M | 1.30% | +29,791+18.6% | Added |
| National Philanthropic Trust | 188,632 | $110.6M | 1.59% | +2,920+1.6% | Added |
| Tucker Asset Management LLC | 188,120 | $110.3M | 11.74% | +25,606+15.8% | Added |
| Ritholtz Wealth Management | 187,446 | $109.9M | 3.23% | +7,144+4.0% | Added |
| Tudor Investment Corp Et Al | 186,751 | $109.5M | 1.16% | −176,417−48.6% | Reduced |
| Tower Research Capital LLC (TRC) | 186,361 | $109.2M | 2.17% | −179,774−49.1% | Reduced |
| FFT Wealth Management LLC | 185,367 | $108.6M | 8.19% | +160.0% | Added |
| Stadion Money Management, LLC | 184,932 | $108.4M | 8.48% | −3,854−2.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 184,927 | $108.4M | 27.76% | +1,780+1.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 184,894 | $108.4M | 0.31% | +2,563+1.4% | Added |
| Montag A & Associates Inc | 183,652 | $108.0M | 5.13% | −176−0.1% | Reduced |
| Pacific Wealth Management | 182,925 | $107.2M | 56.74% | −3,939−2.1% | Reduced |
| Silicon Valley Capital Partners | 182,724 | $107.1M | 11.95% | +926+0.5% | Added |
| Advisors Preferred, LLC | 182,933 | $106.9M | 17.21% | +59,936+48.7% | Added |
| Gainplan LLC | 182,419 | $106.9M | 40.60% | +16,479+9.9% | Added |
| 1st Source Bank | 181,887 | $106.6M | 6.10% | +5,558+3.2% | Added |
| Beacon Pointe Advisors, LLC | 178,001 | $104.3M | 1.16% | +58,751+49.3% | Added |
| Old National Bancorp | 177,905 | $104.3M | 2.47% | −3,782−2.1% | Reduced |
| Wealthfront Advisers LLC | 175,347 | $102.8M | 0.30% | +37,770+27.5% | Added |
| Concurrent Investment Advisors, LLC | 175,055 | $102.6M | 2.78% | +4,895+2.9% | Added |
| Northeast Financial Consultants Inc | 174,738 | $102.4M | 4.32% | +3,132+1.8% | Added |
| Wealthcare Advisory Partners LLC | 173,363 | $101.6M | 2.82% | −7,608−4.2% | Reduced |
| TLWM | 173,306 | $101.6M | 19.98% | +1,570+0.9% | Added |
| Allworth Financial LP | 166,986 | $101.3M | 0.56% | −928−0.6% | Reduced |
| Bradley Foster & Sargent Inc | 172,672 | $101.2M | 1.70% | −1,635−0.9% | Reduced |
| Dimension Capital Management LLC | 171,200 | $100.3M | 16.39% | −2,011−1.2% | Reduced |
| Trans-Canada Capital Inc. | 170,588 | $100.2M | 10.09% | +170,588 | New |
| AE Wealth Management LLC | 169,600 | $99.4M | 0.84% | −9,044−5.1% | Reduced |
| Scharf Investments, LLC | 167,474 | $98.2M | 2.91% | +127,103+314.8% | Added |
| Park Avenue Securities LLC | 166,740 | $97.7M | 1.01% | +7,703+4.8% | Added |
| Nisa Investment Advisors, LLC | 164,515 | $96.7M | 0.38% | +164,500+1,096,666.7% | Added |
| Strategic Point Investment Advisors, LLC | 163,160 | $95.6M | 15.59% | −3,220−1.9% | Reduced |
| MCF Advisors LLC | 162,643 | $95.5M | 6.70% | −1,262−0.8% | Reduced |
| AIA Group Ltd | 161,670 | $94.8M | 2.29% | −401,715−71.3% | Reduced |
| Jump Financial, LLC | 160,003 | $93.8M | 1.97% | +159,637+43,616.7% | Added |
| Geneos Wealth Management Inc. | 159,157 | $93.3M | 3.27% | −1,342−0.8% | Reduced |
| Glenview Trust Co | 158,434 | $92.9M | 1.74% | +5,969+3.9% | Added |
| Marest Capital, LLC | 157,965 | $92.6M | 74.83% | +1,678+1.1% | Added |
| Freestone Capital Holdings, LLC | 156,792 | $91.9M | 3.18% | −1,223−0.8% | Reduced |
| Integrated Advisors Network LLC | 156,474 | $91.7M | 4.40% | +16,933+12.1% | Added |
| Bokf, NA | 156,718 | $91.0M | 1.54% | +23,577+17.7% | Added |
| MSA Advisors, LLC | 154,578 | $90.6M | 22.66% | +900+0.6% | Added |
| Webster Bank, N. A. | 153,953 | $90.2M | 9.69% | −3,671−2.3% | Reduced |
| Sequoia Financial Advisors, LLC | 153,720 | $90.1M | 0.87% | +7,990+5.5% | Added |
| Moment Partners, LLC | 152,782 | $89.5M | 17.06% | +152,782 | New |
| Advisory Services Network, LLC | 151,891 | $89.0M | 1.66% | +48,240+46.5% | Added |
| Howard Capital Management Group, LLC | 151,879 | $89.0M | 6.09% | −1,076−0.7% | Reduced |
| Fort Point Capital Partners LLC | 150,502 | $88.2M | 9.88% | −3,817−2.5% | Reduced |
| Moneta Group Investment Advisors LLC | 150,336 | $88.1M | 1.23% | +1,661+1.1% | Added |
| Arrowstreet Capital, Limited Partnership | 149,465 | $87.6M | 0.07% | −42,474−22.1% | Reduced |
| Modern Wealth Management, LLC | 149,373 | $87.5M | 3.27% | +5,589+3.9% | Added |
| Conning Inc. | 148,732 | $87.2M | 3.05% | 00.0% | Unchanged |
| Cercano Management LLC | 148,701 | $87.2M | 2.22% | −18,833−11.2% | Reduced |
| Petrus Trust Company, LTA | 148,192 | $86.9M | 8.40% | 00.0% | Unchanged |
| Serenus Wealth Advisors, LLC | 148,035 | $86.8M | 15.08% | +148,035 | New |
| Allen Investment Management LLC | 147,616 | $86.5M | 1.00% | +12,617+9.3% | Added |
| RBF Capital, LLC | 146,300 | $85.7M | 4.47% | 00.0% | Unchanged |
| St. Louis Trust Co | 145,617 | $85.3M | 12.20% | −1,986−1.3% | Reduced |
| Bleakley Financial Group, LLC | 143,826 | $84.3M | 2.54% | −13,195−8.4% | Reduced |
| Brandywine Trust Co | 143,778 | $84.3M | 13.29% | −546−0.4% | Reduced |
| Sentinel Pension Advisors Inc | 143,363 | $84.0M | 15.59% | +41,003+40.1% | Added |
| Urban Financial Advisory Corp | 143,141 | $83.9M | 46.09% | +1,568+1.1% | Added |
| Jabodon PT Co | 141,546 | $83.0M | 99.94% | 00.0% | Unchanged |
| Keel Point, LLC | 141,135 | $82.7M | 6.62% | +20,181+16.7% | Added |
| Toronto Dominion Bank | 140,956 | $82.6M | 0.16% | −1,405,804−90.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 140,724 | $82.5M | 1.64% | −3,001−2.1% | Reduced |
| Atria Investments LLC | 139,012 | $81.5M | 1.01% | +20,595+17.4% | Added |
| Eagle Capital Management LLC | 138,973 | $81.4M | 0.30% | +138,973 | New |
| USA Financial Portformulas Corp | 138,043 | $80.9M | 12.71% | −2,729−1.9% | Reduced |
| New England Asset Management Inc | 137,360 | $80.5M | 13.75% | −9,510−6.5% | Reduced |
| Eos Management, L.P. | 136,445 | $80.0M | 33.69% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 135,964 | $79.9M | 5.23% | −3,855−2.8% | Reduced |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 134,657 | $78.9M | 12.97% | −825−0.6% | Reduced |
| Cornerstone Wealth Group, LLC | 134,236 | $78.7M | 6.44% | −2,018−1.5% | Reduced |
| RSM US Wealth Management LLC | 133,593 | $78.3M | 1.13% | +1,532+1.2% | Added |
| Atticus Wealth Management, LLC | 133,664 | $78.3M | 24.36% | +813+0.6% | Added |
| Johnson Investment Counsel Inc | 132,809 | $77.8M | 0.76% | +6,572+5.2% | Added |
| Brinker Capital Investments, LLC | 132,498 | $77.7M | 0.77% | +4,130+3.2% | Added |
| Orion Portfolio Solutions, LLC | 132,498 | $77.7M | 0.77% | +4,130+3.2% | Added |
| Fiera Capital Corp | 132,235 | $77.5M | 0.24% | +12,131+10.1% | Added |
| Total Investment Management Inc | 131,112 | $76.8M | 10.78% | +10,524+8.7% | Added |
| Eisler Capital Management Ltd. | 131,196 | $76.7M | 2.55% | +131,196 | New |
| Navigation Wealth Management, Inc. | 130,368 | $76.4M | 86.09% | −12,735−8.9% | Reduced |
| Portland Global Advisors LLC | 130,254 | $76.3M | 9.66% | −2,348−1.8% | Reduced |
| Lowe Wealth Advisors, LLC | 130,088 | $76.2M | 32.49% | −1,921−1.5% | Reduced |
| NSI Retail Advisors, LLC | 129,440 | $75.9M | 12.06% | 00.0% | Unchanged |
| Busey Wealth Management | 128,263 | $75.2M | 2.47% | −268−0.2% | Reduced |
| BTG Pactual Asset Management US LLC | 127,841 | $74.9M | 9.69% | +22,341+21.2% | Added |
| Stratos Wealth Advisors, LLC | 126,964 | $74.4M | 3.56% | +1,639+1.3% | Added |
| RMB Capital Management, LLC | 126,614 | $74.2M | 1.71% | +3,457+2.8% | Added |
| Omers Administration Corp | 126,335 | $74.0M | 0.65% | +22,500+21.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 126,000 | $73.8M | 0.05% | 00.0% | Unchanged |
| V2 Financial group LLC | 125,851 | $73.8M | 44.81% | −450.0% | Reduced |
| Independence Bank of Kentucky | 125,360 | $73.5M | 11.31% | +90,916+264.0% | Added |
| Evoke Wealth, LLC | 124,677 | $73.3M | 2.04% | +229+0.2% | Added |
| Keystone Financial Group | 124,984 | $73.3M | 7.22% | −2,863−2.2% | Reduced |