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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 124,949 | $73.2M | 1.13% | +20,247+19.3% | Added |
| Berkeley Capital Partners, LLC | 124,940 | $73.2M | 20.35% | +4,945+4.1% | Added |
| Mill Creek Capital Advisors, LLC | 123,542 | $72.4M | 1.74% | −11,644−8.6% | Reduced |
| TCW Group Inc | 123,468 | $72.4M | 0.61% | −9,279−7.0% | Reduced |
| Capital Advisors, Ltd. LLC | 122,822 | $72.0M | 9.07% | +492+0.4% | Added |
| Quantinno Capital Management LP | 122,802 | $72.0M | 0.71% | +41,250+50.6% | Added |
| Activest Wealth Management | 121,125 | $71.0M | 19.85% | +5,649+4.9% | Added |
| Evercore Wealth Management, LLC | 120,911 | $70.9M | 1.06% | +699+0.6% | Added |
| Consolidated Investment Group LLC | 120,570 | $70.7M | 9.90% | +5,500+4.8% | Added |
| Financial Counselors Inc | 119,988 | $70.3M | 1.03% | −2,668−2.2% | Reduced |
| Klingman & Associates, LLC | 119,813 | $70.2M | 4.32% | −1,361−1.1% | Reduced |
| Dynasty Wealth Management, LLC | 119,206 | $69.9M | 1.21% | −400,837−77.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 118,115 | $69.2M | 1.19% | −14,031−10.6% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 118,000 | $69.2M | 1.21% | +118,000 | New |
| Novare Capital Management LLC | 117,319 | $68.8M | 5.79% | +2,881+2.5% | Added |
| Joel Isaacson & Co., LLC | 117,196 | $68.7M | 3.10% | +3,818+3.4% | Added |
| Curtis Advisory Group, LLC | 116,892 | $68.5M | 18.12% | +5,096+4.6% | Added |
| Venture Visionary Partners LLC | 116,259 | $68.1M | 2.89% | +3,425+3.0% | Added |
| IFG Advisors, LLC | 115,844 | $67.9M | 13.49% | +4,395+3.9% | Added |
| Clearstead Advisors, LLC | 115,392 | $67.6M | 1.03% | +598+0.5% | Added |
| Lepercq De Neuflize Asset Management LLC | 115,245 | $67.5M | 48.43% | +115,245 | New |
| IFP Advisors, Inc | 115,087 | $67.5M | 2.21% | +30,321+35.8% | Added |
| Olympus Wealth Management, LLC | 113,916 | $66.8M | 24.31% | −6,525−5.4% | Reduced |
| First Western Trust Bank | 113,621 | $66.6M | 3.08% | −1,614−1.4% | Reduced |
| Partners Capital Investment Group, LLP | 113,436 | $66.5M | 1.83% | −113,026−49.9% | Reduced |
| M Holdings Securities, Inc. | 113,315 | $66.4M | 10.71% | −4,147−3.5% | Reduced |
| Prospera Financial Services Inc | 112,436 | $65.9M | 1.54% | −13,806−10.9% | Reduced |
| Capasso Planning Partners LLC | 112,328 | $65.8M | 26.31% | −41,743−27.1% | Reduced |
| Lavaca Capital LLC | 112,284 | $65.8M | 28.90% | −11,314−9.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 110,974 | $65.0M | 0.20% | −3,763−3.3% | Reduced |
| LGL Partners, LLC | 110,790 | $64.9M | 9.42% | +296+0.3% | Added |
| Oppenheimer & Co Inc | 110,294 | $64.6M | 0.96% | +5,255+5.0% | Added |
| Select Asset Management & Trust | 110,126 | $64.5M | 25.02% | −2,728−2.4% | Reduced |
| NTV Asset Management LLC | 109,901 | $64.4M | 8.49% | +4,491+4.3% | Added |
| Flagship Harbor Advisors, LLC | 109,895 | $64.4M | 3.38% | +92,320+525.3% | Added |
| Sandy Spring Bank | 109,160 | $64.0M | 2.59% | +165+0.2% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 109,000 | $63.9M | 14.36% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 108,955 | $63.9M | 1.15% | +2,049+1.9% | Added |
| Parallax Volatility Advisers, L.P. | 108,915 | $63.8M | 1.40% | +108,915 | New |
| Adviser Investments LLC | 108,795 | $63.8M | 0.79% | +8,591+8.6% | Added |
| Westshore Wealth, LLC | 108,744 | $63.7M | 25.81% | −1,786−1.6% | Reduced |
| West Financial Advisors, LLC | 108,647 | $63.7M | 12.28% | −114,865−51.4% | Reduced |
| Financial Services Advisory Inc | 108,024 | $63.3M | 14.85% | +22,674+26.6% | Added |
| Capital Advisors Inc | 107,741 | $63.1M | 1.26% | +1,225+1.2% | Added |
| Bawa N Mallick Trust | 107,400 | $62.9M | 27.63% | +107,400 | New |
| Beacon Capital Management, Inc. | 107,274 | $62.9M | 2.72% | +5,093+5.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 107,266 | $62.9M | 1.95% | −32,624−23.3% | Reduced |
| Performa Ltd (US), LLC | 106,897 | $62.7M | 22.06% | −15,895−12.9% | Reduced |
| Marathon Trading Investment Management LLC | 106,069 | $62.2M | 10.34% | +99,811+1,594.9% | Added |
| Ramsey Quantitative Systems | 105,806 | $62.0M | 87.92% | −2,688−2.5% | Reduced |
| Public Sector Pension Investment Board | 105,367 | $61.8M | 0.26% | +90,069+588.8% | Added |
| Haverford Trust Co | 104,760 | $61.4M | 0.61% | −873−0.8% | Reduced |
| Banque Pictet & Cie SA | 104,625 | $61.3M | 0.60% | +47,531+83.3% | Added |
| Greenleaf Trust | 104,295 | $61.1M | 0.56% | −638−0.6% | Reduced |
| Graypoint LLC | 103,525 | $60.7M | 3.67% | −910−0.9% | Reduced |
| Stock Yards Bank & Trust Co | 102,862 | $60.3M | 2.07% | −91,513−47.1% | Reduced |
| Headland Capital, LLC | 102,663 | $60.2M | 20.60% | +102,663 | New |
| Natixis Advisors, L.P. | 102,432 | $60.0M | 0.11% | +3,455+3.5% | Added |
| Robertson Stephens Wealth Management, LLC | 101,722 | $59.8M | 2.13% | +7,988+8.5% | Added |
| Independent Financial Group, LLC | 101,602 | $59.5M | 1.98% | +14,617+16.8% | Added |
| Proffitt & Goodson Inc | 100,693 | $59.0M | 9.79% | −3,575−3.4% | Reduced |
| Dean, Jacobson Financial Services, LLC | 100,148 | $58.7M | 44.83% | −116−0.1% | Reduced |
| Anchor Capital Management Group Inc | 100,000 | $58.6M | 21.23% | +100,000 | New |
| First National Trust Co | 99,996 | $58.6M | 2.20% | +410.0% | Added |
| Perigon Wealth Management, LLC | 99,051 | $58.6M | 1.44% | +99,051 | New |
| Regions Financial Corp | 99,856 | $58.5M | 0.43% | +2,018+2.1% | Added |
| Sapient Capital LLC | 99,119 | $58.3M | 1.11% | +34,106+52.5% | Added |
| Pinkerton Retirement Specialists, LLC | 98,862 | $57.9M | 8.40% | −5,688−5.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 98,414 | $57.7M | 3.41% | +98,414 | New |
| Embree Financial Group | 97,505 | $57.1M | 9.76% | +3,695+3.9% | Added |
| Polar Asset Management Partners Inc. | 97,500 | $57.1M | 0.84% | +97,500 | New |
| AdvisorShares Investments LLC | 96,893 | $56.8M | 10.96% | −88,157−47.6% | Reduced |
| Crewe Advisors LLC | 96,893 | $56.8M | 7.83% | −873−0.9% | Reduced |
| Heritage Wealth Advisors | 96,620 | $56.6M | 2.81% | −8,410−8.0% | Reduced |
| Legacy Wealth Management, LLC | 96,603 | $56.6M | 22.49% | −5,740−5.6% | Reduced |
| AQR Capital Management LLC | 96,580 | $56.6M | 0.07% | +45,253+88.2% | Added |
| Vanguard Group Inc | 95,906 | $56.2M | 0.00% | +120+0.1% | Added |
| Cynosure Management, LLC | 95,480 | $56.0M | 8.36% | +153+0.2% | Added |
| D.A. Davidson & Co. | 95,270 | $55.8M | 0.45% | −2,908−3.0% | Reduced |
| Merit Financial Group, LLC | 94,896 | $55.6M | 1.00% | +6,300+7.1% | Added |
| Kestra Private Wealth Services, LLC | 94,335 | $55.3M | 0.94% | +2,941+3.2% | Added |
| Archetype Wealth Partners | 94,210 | $55.2M | 8.10% | −2,211−2.3% | Reduced |
| Wallace Hart LLC | 94,206 | $55.2M | 44.05% | −10,176−9.7% | Reduced |
| Greenhouse Wealth Management, LLC | 93,510 | $54.8M | 36.23% | −554−0.6% | Reduced |
| Meridian Wealth Management, LLC | 93,478 | $54.8M | 2.59% | +10,459+12.6% | Added |
| Eqis Capital Management, Inc. | 93,273 | $54.7M | 4.54% | +2,617+2.9% | Added |
| Sigma Planning Corp | 93,127 | $54.6M | 1.71% | −16,433−15.0% | Reduced |
| Mizuho Markets Americas LLC | 93,080 | $54.6M | 1.05% | +93,080 | New |
| Global Retirement Partners, LLC | 93,067 | $54.5M | 1.56% | −5,307−5.4% | Reduced |
| Arvest Bank Trust Division | 93,031 | $54.5M | 3.29% | −2,029−2.1% | Reduced |
| Becker Capital Management Inc | 92,389 | $54.3M | 1.77% | −11,695−11.2% | Reduced |
| Summit Financial, LLC | 92,247 | $54.2M | 1.90% | +5,318+6.1% | Added |
| IHT Wealth Management, LLC | 92,480 | $54.2M | 1.75% | −10,033−9.8% | Reduced |
| Belpointe Asset Management LLC | 96,082 | $54.2M | 3.26% | −20,860−17.8% | Reduced |
| Choate Investment Advisors | 92,297 | $54.1M | 1.30% | +907+1.0% | Added |
| State of Wisconsin Investment Board | 92,192 | $54.0M | 0.14% | −19,708−17.6% | Reduced |
| Modera Wealth Management, LLC | 92,172 | $54.0M | 0.65% | −194−0.2% | Reduced |
| Financial Advocates Investment Management | 91,373 | $53.6M | 3.06% | +50.0% | Added |
| Spire Wealth Management | 91,053 | $53.4M | 1.66% | +3,702+4.2% | Added |
| Connors Investor Services Inc | 90,488 | $53.0M | 4.97% | −205−0.2% | Reduced |