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 |
|---|---|---|---|---|---|
| Zacks Investment Management | 66,315 | $38.9M | 0.36% | +10,925+19.7% | Added |
| Harbour Investments, Inc. | 65,876 | $38.6M | 1.11% | −4,474−6.4% | Reduced |
| Guidance Capital, Inc | 63,399 | $38.5M | 11.79% | +1,236+2.0% | Added |
| Commonwealth Financial Services, LLC | 65,093 | $38.1M | 7.48% | +1,381+2.2% | Added |
| Trinity Financial Advisors LLC | 65,029 | $38.1M | 14.49% | −12,139−15.7% | Reduced |
| Washburn Capital Management, Inc. | 65,046 | $38.1M | 23.61% | +4,810+8.0% | Added |
| Principal Financial Group Inc | 64,743 | $37.9M | 0.02% | −5,892−8.3% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 64,387 | $37.8M | 9.08% | +1,602+2.6% | Added |
| Youngs Advisory Group, Inc. | 64,539 | $37.8M | 16.03% | +616+1.0% | Added |
| Hanover Advisors Inc | 64,295 | $37.7M | 15.81% | −3,652−5.4% | Reduced |
| Birinyi Associates Inc | 64,229 | $37.6M | 10.36% | +120.0% | Added |
| Clear Harbor Asset Management, LLC | 63,916 | $37.5M | 3.02% | +925+1.5% | Added |
| Matauro, LLC | 63,880 | $37.4M | 8.11% | +63,880 | New |
| Fifth Third Securities, Inc. | 63,793 | $37.4M | 3.18% | +2,462+4.0% | Added |
| Associated Banc-Corp | 63,528 | $37.2M | 1.12% | −990−1.5% | Reduced |
| Edgestream Partners, L.P. | 63,476 | $37.2M | 1.58% | −6,221−8.9% | Reduced |
| Clearbridge Investments, LLC | 63,412 | $37.2M | 0.03% | +56,132+771.0% | Added |
| Centaurus Financial, Inc. | 63,236 | $37.1M | 2.26% | −889−1.4% | Reduced |
| Wealth Advisory Solutions, LLC | 63,195 | $37.0M | 10.38% | −193−0.3% | Reduced |
| Bridgewater Advisors Inc. | 63,531 | $37.0M | 3.86% | −1,548−2.4% | Reduced |
| National Asset Management, Inc. | 62,893 | $37.0M | 1.21% | −23,043−26.8% | Reduced |
| Caldwell Trust Co | 63,088 | $37.0M | 3.86% | −705−1.1% | Reduced |
| Aspen Grove Capital, LLC | 62,300 | $36.6M | 7.77% | +728+1.2% | Added |
| Yelin Lapidot Holdings Management Ltd. | 62,505 | $36.6M | 6.38% | −10,258−14.1% | Reduced |
| AXA S.A. | 62,429 | $36.6M | 0.11% | +28,163+82.2% | Added |
| Resources Investment Advisors, LLC. | 62,089 | $36.4M | 0.42% | −5,364−8.0% | Reduced |
| iA Global Asset Management Inc. | 62,077 | $36.4M | 0.64% | −3,522−5.4% | Reduced |
| Wetherby Asset Management Inc | 61,961 | $36.3M | 1.74% | −510−0.8% | Reduced |
| Shilanski & Associates, Inc. | 61,857 | $36.3M | 11.65% | +3,765+6.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 61,748 | $36.2M | 0.04% | −481,341−88.6% | Reduced |
| Fiduciary Alliance LLC | 61,719 | $36.2M | 3.66% | +5,269+9.3% | Added |
| Solitude Financial Services | 61,579 | $36.1M | 15.80% | −176−0.3% | Reduced |
| Norris Financial Group, LLC | 61,386 | $36.0M | 16.90% | −367−0.6% | Reduced |
| Pitcairn Co | 61,026 | $35.8M | 2.11% | −1,994−3.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 60,945 | $35.7M | 13.74% | −1,312−2.1% | Reduced |
| Aspiriant, LLC | 60,869 | $35.7M | 1.29% | +417+0.7% | Added |
| Bank Hapoalim BM | 60,756 | $35.6M | 5.76% | −35,855−37.1% | Reduced |
| HM Payson & Co | 60,521 | $35.5M | 0.60% | −336−0.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 60,539 | $35.5M | 9.52% | −281−0.5% | Reduced |
| Safeguard Investment Advisory Group, LLC | 60,327 | $35.4M | 9.70% | +1,840+3.1% | Added |
| Signal Advisors Wealth, LLC | 60,055 | $35.3M | 4.00% | +25,737+75.0% | Added |
| Capital Group Private Client Services, Inc. | 60,032 | $35.2M | 0.32% | +17,224+40.2% | Added |
| Iridian Asset Management LLC | 60,000 | $35.2M | 9.36% | −40,000−40.0% | Reduced |
| Westwood Holdings Group Inc. | 59,754 | $35.0M | 0.27% | −22,803−27.6% | Reduced |
| Allianz SE | 59,430 | $35.0M | 0.91% | −40,207−40.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 59,755 | $34.9M | 0.06% | −28,695−32.4% | Reduced |
| Johnson Financial Group, Inc. | 58,027 | $34.9M | 1.65% | −4,763−7.6% | Reduced |
| Humankind Investments LLC | 59,140 | $34.7M | 8.77% | +59,140 | New |
| Oppenheimer Asset Management Inc. | 59,137 | $34.7M | 0.42% | +16,710+39.4% | Added |
| Barings LLC | 58,882 | $34.5M | 0.82% | −536−0.9% | Reduced |
| Cary Street Partners Financial LLC | 58,693 | $34.4M | 1.12% | +58,693 | New |
| First Nebraska Trust Co | 58,649 | $34.4M | 3.32% | +834+1.4% | Added |
| Brighton Jones LLC | 58,481 | $34.3M | 0.99% | +2,664+4.8% | Added |
| LM Advisors LLC | 58,179 | $34.2M | 6.12% | +779+1.4% | Added |
| Chesley Taft & Associates LLC | 58,309 | $34.2M | 1.59% | −791−1.3% | Reduced |
| Union Bancaire Privee, UBP SA | 57,901 | $34.2M | 0.60% | +57,901 | New |
| Fortis Capital Advisors, LLC | 60,528 | $34.1M | 11.66% | −20,892−25.7% | Reduced |
| Attessa Capital LLC | 58,122 | $34.1M | 23.22% | +58,122 | New |
| Hengehold Capital Management LLC | 57,946 | $34.0M | 3.20% | +2,943+5.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 57,805 | $33.9M | 0.04% | +50,116+651.8% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 57,793 | $33.9M | 15.52% | −2,653−4.4% | Reduced |
| Bremer Bank National Association | 57,118 | $33.5M | 6.62% | +2,025+3.7% | Added |
| Transform Wealth, LLC | 56,781 | $33.4M | 1.85% | −15,890−21.9% | Reduced |
| WR Wealth Planners, LLC | 56,913 | $33.4M | 10.72% | +2,018+3.7% | Added |
| Marmo Financial Group, LLC | 56,686 | $33.2M | 17.94% | −963−1.7% | Reduced |
| Schechter Investment Advisors, LLC | 56,616 | $33.2M | 2.54% | −311−0.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 56,594 | $33.2M | 0.29% | 00.0% | Unchanged |
| Ninepoint Partners LP | 56,500 | $33.1M | 5.26% | −4,500−7.4% | Reduced |
| Crestwood Advisors Group LLC | 56,478 | $33.1M | 0.62% | +6,537+13.1% | Added |
| HMS Capital Management, LLC | 56,458 | $33.1M | 15.99% | +640+1.1% | Added |
| Crescent Grove Advisors, LLC | 56,255 | $33.1M | 3.28% | +155+0.3% | Added |
| Fort Washington Investment Advisors Inc | 56,440 | $33.1M | 0.20% | −81−0.1% | Reduced |
| Ameritas Advisory Services, LLC | 56,074 | $32.9M | 1.13% | +19,795+54.6% | Added |
| Evermay Wealth Management LLC | 55,887 | $32.9M | 4.98% | −1,230−2.2% | Reduced |
| LSP Investment Advisors, LLC | 55,990 | $32.8M | 22.90% | −16,210−22.5% | Reduced |
| Madison Asset Management, LLC | 55,969 | $32.8M | 0.37% | +5,925+11.8% | Added |
| Madison Investment Advisors, LLC | 55,969 | $32.8M | 0.37% | +55,969 | New |
| Migdal Insurance & Financial Holdings Ltd. | 55,899 | $32.8M | 0.47% | +1,822+3.4% | Added |
| Adirondack Trust Co | 55,858 | $32.7M | 12.50% | +894+1.6% | Added |
| Cardiff Park Advisors, LLC | 55,715 | $32.7M | 3.11% | +165+0.3% | Added |
| Verger Capital Management LLC | 55,703 | $32.6M | 16.27% | +1,704+3.2% | Added |
| MKT Advisors LLC | 54,541 | $32.6M | 14.20% | −3,425−5.9% | Reduced |
| Penserra Capital Management LLC | 55,610 | $32.6M | 0.60% | +44,706+410.0% | Added |
| Granite FO LLC | 55,566 | $32.6M | 18.60% | −180.0% | Reduced |
| Roth Financial Partners LLC | 55,476 | $32.5M | 12.94% | −1,088−1.9% | Reduced |
| Moran Wealth Management, LLC | 55,119 | $32.3M | 1.03% | +5,448+11.0% | Added |
| Western Wealth Management, LLC | 55,075 | $32.3M | 1.73% | +4,226+8.3% | Added |
| Redhawk Wealth Advisors, Inc. | 55,065 | $32.3M | 4.36% | +876+1.6% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 54,992 | $32.2M | 22.54% | +11,648+26.9% | Added |
| Calamos Wealth Management LLC | 54,983 | $32.2M | 1.61% | +2,043+3.9% | Added |
| ZEGA Investments, LLC | 52,942 | $32.2M | 9.53% | +52,942 | New |
| Farther Finance Advisors, LLC | 54,894 | $32.2M | 1.16% | +3,650+7.1% | Added |
| Kellett Schaffner Wealth Advisors LLC | 54,836 | $32.1M | 22.09% | +2,636+5.0% | Added |
| Shapiro Capital Management LLC | 54,703 | $32.1M | 1.09% | +52,523+2,409.3% | Added |
| Howland Capital Management LLC | 54,459 | $32.0M | 1.40% | −204−0.4% | Reduced |
| Advance Capital Management, Inc. | 54,351 | $31.9M | 1.46% | +584+1.1% | Added |
| Lifestyle Asset Management, Inc. | 53,853 | $31.6M | 17.20% | +2,893+5.7% | Added |
| Trust Co of Virginia | 53,652 | $31.4M | 2.90% | −295−0.5% | Reduced |
| BigSur Wealth Management LLC | 53,297 | $31.3M | 8.96% | −757−1.4% | Reduced |
| WestEnd Advisors, LLC | 53,466 | $31.3M | 0.80% | +46,803+702.4% | Added |