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 |
|---|---|---|---|---|---|
| SFG Wealth Management, LLC. | 90,198 | $52.9M | 27.74% | +1,362+1.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 89,942 | $52.7M | 1.43% | −2,829−3.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 89,704 | $52.6M | 11.33% | −2,607−2.8% | Reduced |
| Granby Capital Management, LLC | 89,500 | $52.5M | 27.17% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 89,346 | $52.4M | 2.11% | +2,710+3.1% | Added |
| Cumberland Advisors Inc | 89,217 | $52.3M | 20.86% | +1,810+2.1% | Added |
| Waldron Private Wealth LLC | 88,832 | $52.1M | 2.10% | −505−0.6% | Reduced |
| Steel Peak Wealth Management LLC | 88,365 | $52.0M | 2.16% | +3,437+4.0% | Added |
| Berkshire Bank | 87,719 | $51.4M | 11.96% | −3,416−3.7% | Reduced |
| TownSquare Capital, LLC | 87,711 | $51.4M | 0.58% | +5,378+6.5% | Added |
| Capital International Investors | 87,144 | $51.3M | 0.01% | +54,103+163.7% | Added |
| Change Path, LLC | 87,235 | $51.1M | 1.57% | +2,852+3.4% | Added |
| Holocene Advisors, LP | 87,130 | $51.1M | 0.17% | +80,428+1,200.1% | Added |
| Tull Financial Group, Inc. | 87,103 | $51.0M | 30.79% | −1,703−1.9% | Reduced |
| First Financial Bank - Trust Division | 86,535 | $50.7M | 4.73% | −2,013−2.3% | Reduced |
| Potentia Wealth | 86,246 | $50.5M | 22.47% | +86,246 | New |
| United Capital Financial Advisers, LLC | 86,051 | $50.4M | 0.43% | −3,775−4.2% | Reduced |
| Hobart Private Capital, LLC | 85,683 | $50.2M | 12.47% | −2,064−2.4% | Reduced |
| All Terrain Financial Advisors, LLC | 85,650 | $50.2M | 19.54% | +910+1.1% | Added |
| Simmons Bank | 85,432 | $50.1M | 3.66% | −1,076−1.2% | Reduced |
| Chicago Partners Investment Group LLC | 84,818 | $50.0M | 1.66% | −1,297−1.5% | Reduced |
| Factory Mutual Insurance Co | 85,200 | $49.9M | 0.54% | +17,544+25.9% | Added |
| Aptus Capital Advisors, LLC | 83,738 | $49.2M | 0.59% | +9,553+12.9% | Added |
| Nicholas Hoffman & Company, LLC. | 83,998 | $49.2M | 1.97% | −227−0.3% | Reduced |
| Boston Private Wealth LLC | 83,723 | $49.1M | 0.92% | +83,723 | New |
| SMI Advisory Services, LLC | 84,233 | $49.0M | 11.30% | +10,608+14.4% | Added |
| Gladstone Institutional Advisory LLC | 83,402 | $48.9M | 2.27% | +5,759+7.4% | Added |
| Proficio Capital Partners LLC | 83,362 | $48.9M | 3.96% | +28,861+53.0% | Added |
| J.Safra Asset Management Corp | 83,028 | $48.8M | 3.97% | −105,741−56.0% | Reduced |
| 4Thought Financial Group Inc. | 83,243 | $48.8M | 30.28% | +751+0.9% | Added |
| Nine Masts Capital Ltd | 83,000 | $48.6M | 8.94% | +83,000 | New |
| Federation des caisses Desjardins du Quebec | 82,253 | $48.2M | 0.25% | +8,117+10.9% | Added |
| Farallon Capital Management, L.L.C. | 82,000 | $48.1M | 0.25% | +82,000 | New |
| Advisor Resource Council | 81,278 | $47.6M | 34.20% | +49,275+154.0% | Added |
| Symmetry Investments LP | 81,274 | $47.6M | 2.85% | +32,687+67.3% | Added |
| Lindbrook Capital, LLC | 81,273 | $47.6M | 4.30% | −64−0.1% | Reduced |
| Allie Family Office LLC | 80,924 | $47.5M | 26.37% | −1,855−2.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 80,663 | $47.3M | 3.55% | +43,587+117.6% | Added |
| We Are One Seven, LLC | 79,651 | $46.7M | 1.79% | +40,215+102.0% | Added |
| Aua Capital Management, LLC | 79,214 | $46.4M | 29.80% | −2,891−3.5% | Reduced |
| Frank, Rimerman Advisors LLC | 78,826 | $46.2M | 3.35% | +451+0.6% | Added |
| Atlantic Private Wealth, LLC | 78,697 | $46.1M | 34.74% | −834−1.0% | Reduced |
| Summit Trail Advisors, LLC | 78,000 | $45.9M | 1.69% | +3,007+4.0% | Added |
| Benchmark Financial Wealth Advisors, LLC | 77,743 | $45.6M | 14.60% | +6,655+9.4% | Added |
| Fidelis Capital Partners, LLC | 76,151 | $45.5M | 4.55% | +20,476+36.8% | Added |
| Galilei Investment Office LLP | 77,655 | $45.5M | 22.98% | +77,655 | New |
| Flputnam Investment Management Co | 77,636 | $45.5M | 0.83% | −4,702−5.7% | Reduced |
| Mechanics Bank Trust Department | 77,504 | $45.4M | 6.05% | −1,882−2.4% | Reduced |
| Headlands Technologies LLC | 77,419 | $45.4M | 4.56% | +26,691+52.6% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 76,800 | $45.0M | 4.64% | +76,800 | New |
| Farmers Trust Co | 76,754 | $45.0M | 8.40% | −2,447−3.1% | Reduced |
| Israel Discount Bank of New York | 76,445 | $44.8M | 32.60% | +76,445 | New |
| Price T Rowe Associates Inc | 76,331 | $44.7M | 0.01% | +26,655+53.7% | Added |
| Carnegie Capital Asset Management, LLC | 75,921 | $44.5M | 1.28% | −1,458−1.9% | Reduced |
| Kaleidoscope Capital LP | 75,452 | $44.2M | 43.41% | +75,452 | New |
| L & S Advisors Inc | 75,417 | $44.2M | 4.84% | +46,146+157.7% | Added |
| Systematic Alpha Investments, LLC | 75,170 | $44.1M | 1.62% | +33,000+78.3% | Added |
| Yousif Capital Management, LLC | 75,141 | $44.0M | 0.49% | +278+0.4% | Added |
| Lazard Freres Gestion S.A.S. | 74,936 | $43.9M | 0.88% | +4,000+5.6% | Added |
| Rathbone Brothers plc | 74,816 | $43.8M | 0.21% | +2,309+3.2% | Added |
| Argent Trust Co | 74,674 | $43.8M | 1.78% | −1,267−1.7% | Reduced |
| Lutz Financial Services LLC | 74,486 | $43.7M | 3.53% | −2,479−3.2% | Reduced |
| IFG Advisory, LLC | 74,433 | $43.6M | 2.47% | −250.0% | Reduced |
| Medici Capital LLC | 74,410 | $43.6M | 56.21% | +74,410 | New |
| Essential Planning, LLC. | 73,837 | $43.6M | 0.28% | +72,875+7,575.4% | Added |
| Silvercrest Asset Management Group LLC | 74,102 | $43.4M | 0.29% | +41,978+130.7% | Added |
| Dakota Wealth Management | 73,670 | $43.2M | 0.99% | +7,852+11.9% | Added |
| Pictet & Cie (Europe) SA | 73,245 | $42.9M | 0.94% | +5,168+7.6% | Added |
| Diversify Wealth Management, LLC | 73,811 | $42.8M | 3.34% | +16,799+29.5% | Added |
| Kozak & Associates, Inc. | 72,360 | $42.8M | 9.79% | −7,764−9.7% | Reduced |
| Klingenstein Fields & Co LP | 72,968 | $42.8M | 1.72% | −3,125−4.1% | Reduced |
| Retirement Income Solutions, Inc | 72,704 | $42.6M | 8.60% | −1,999−2.7% | Reduced |
| Element Pointe Advisors, LLC | 72,256 | $42.3M | 9.96% | +203+0.3% | Added |
| Congress Wealth Management LLC | 72,176 | $42.3M | 0.58% | +12,067+20.1% | Added |
| Insigneo Advisory Services, LLC | 71,845 | $42.1M | 4.35% | +7,958+12.5% | Added |
| RDST Capital LLC | 71,500 | $41.9M | 5.94% | +71,500 | New |
| Seven Post Investment Office LP | 71,104 | $41.7M | 15.95% | +1,761+2.5% | Added |
| Signaturefd, LLC | 70,552 | $41.3M | 0.78% | +2,297+3.4% | Added |
| Clear Street Markets LLC | 70,320 | $41.2M | 15.38% | +70,320 | New |
| Unisphere Establishment | 70,000 | $41.0M | 0.36% | +70,000 | New |
| King Luther Capital Management Corp | 69,957 | $41.0M | 0.18% | +1,171+1.7% | Added |
| Sowell Financial Services LLC | 69,879 | $41.0M | 2.15% | +3,015+4.5% | Added |
| Parker Investment Management, LLC | 69,672 | $40.8M | 6.36% | −32,454−31.8% | Reduced |
| Schusterman Interests, LLC | 69,517 | $40.7M | 97.21% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 69,121 | $40.5M | 12.10% | −13,632−16.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 68,859 | $40.4M | 0.66% | +528+0.8% | Added |
| Anfield Capital Management, LLC | 68,826 | $40.3M | 14.64% | +538+0.8% | Added |
| Stone House Investment Management, LLC | 68,649 | $40.2M | 10.22% | −11,922−14.8% | Reduced |
| Garda Capital Partners LP | 68,607 | $40.2M | 32.37% | −429,716−86.2% | Reduced |
| SNS Financial Group, LLC | 67,986 | $40.0M | 4.10% | −1,827−2.6% | Reduced |
| Ciovacco Capital Management LLC | 67,944 | $39.8M | 22.77% | −1,241−1.8% | Reduced |
| Canandaigua National Bank & Trust Co | 67,888 | $39.8M | 3.92% | −252−0.4% | Reduced |
| Janus Henderson Group PLC | 67,597 | $39.6M | 0.02% | +67,597 | New |
| PEAK6 LLC | 67,396 | $39.5M | 1.55% | +67,396 | New |
| North Star Investment Management Corp. | 67,114 | $39.3M | 2.74% | +2,641+4.1% | Added |
| GQG Partners LLC | 66,806 | $39.2M | 0.06% | +63,945+2,235.1% | Added |
| Ironsides Asset Advisors, LLC | 66,626 | $39.0M | 11.20% | +14,397+27.6% | Added |
| Cullinan Associates Inc | 66,589 | $39.0M | 2.51% | −2,452−3.6% | Reduced |
| Strategic Wealth Designers | 67,750 | $39.0M | 2.50% | −3,387−4.8% | Reduced |
| Apollon Wealth Management, LLC | 66,502 | $39.0M | 0.90% | +10,177+18.1% | Added |