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 |
|---|---|---|---|---|---|
| McElhenny Sheffield Capital Management, LLC | 53,445 | $31.3M | 10.50% | −876−1.6% | Reduced |
| MPWM Advisory Solutions, LLC | 53,423 | $31.3M | 22.88% | +53,423 | New |
| Texas Permanent School Fund | 53,194 | $31.2M | 1.83% | +43,723+461.7% | Added |
| Glen Eagle Advisors, LLC | 53,174 | $31.2M | 5.17% | +2,626+5.2% | Added |
| Oakmont Corp | 53,101 | $31.1M | 5.44% | +53,101 | New |
| King Wealth | 52,985 | $31.1M | 4.53% | +483+0.9% | Added |
| First Heartland Consultants, Inc. | 52,941 | $31.0M | 3.18% | +2,073+4.1% | Added |
| Helios Capital Management Pte. Ltd | 52,600 | $30.8M | 17.99% | 00.0% | Unchanged |
| Smith, Moore & Co. | 52,437 | $30.7M | 2.81% | +724+1.4% | Added |
| Capital Wealth Planning, LLC | 52,412 | $30.7M | 0.28% | +234+0.4% | Added |
| Kera Capital Partners, Inc. | 52,320 | $30.7M | 8.83% | +52,320 | New |
| CAPROCK Group, Inc. | 51,979 | $30.6M | 1.00% | −250.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 52,143 | $30.6M | 2.86% | +991+1.9% | Added |
| Mission Wealth Management, LP | 52,040 | $30.5M | 0.73% | +5,435+11.7% | Added |
| Trustmark National Bank Trust Department | 52,038 | $30.5M | 2.27% | −111−0.2% | Reduced |
| Spence Asset Management | 51,943 | $30.4M | 6.64% | +49,917+2,463.8% | Added |
| Strategic Equity Management | 51,710 | $30.3M | 12.77% | +2,965+6.1% | Added |
| ORG Partners LLC | 51,504 | $30.2M | 4.10% | +30,012+139.6% | Added |
| Dorsey & Whitney Trust CO LLC | 51,495 | $30.2M | 1.66% | −10,180−16.5% | Reduced |
| GFS Advisors, LLC | 51,472 | $30.2M | 4.59% | +51,472 | New |
| Callan Family Office, LLC | 51,470 | $30.2M | 1.92% | −6,185−10.7% | Reduced |
| Palumbo Wealth Management LLC | 51,399 | $30.1M | 11.25% | +11,348+28.3% | Added |
| Boston Family Office LLC | 51,342 | $30.1M | 2.07% | −6,051−10.5% | Reduced |
| MTC Wealth Management LLC | 51,323 | $30.1M | 14.48% | −1,768−3.3% | Reduced |
| Wind River Trust Co | 51,273 | $30.1M | 11.82% | −245−0.5% | Reduced |
| Curated Wealth Partners LLC | 51,230 | $30.0M | 3.43% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 50,974 | $29.9M | 0.65% | +22,857+81.3% | Added |
| Transce3nd, LLC | 50,790 | $29.9M | 10.11% | +50,790 | New |
| Afg Fiduciary Services Limited Partnership | 370,313 | $29.6M | 21.06% | +17,739+5.0% | Added |
| Arthur M. Cohen & Associates, LLC | 50,288 | $29.5M | 5.22% | +61+0.1% | Added |
| Unique Wealth, LLC | 50,111 | $29.4M | 6.12% | +4,982+11.0% | Added |
| Oxford Financial Group Ltd | 50,110 | $29.4M | 1.90% | +1,810+3.7% | Added |
| Fiduciary Trust Co | 50,072 | $29.3M | 0.39% | +468+0.9% | Added |
| Hapanowicz & Associates Financial Services, Inc | 50,070 | $29.3M | 14.74% | +10,759+27.4% | Added |
| Apollo Management Holdings, L.P. | 50,000 | $29.3M | 0.60% | +50,000 | New |
| Murchinson Ltd. | 50,000 | $29.3M | 13.23% | +50,000 | New |
| First National Corp | 49,504 | $29.0M | 6.57% | +362+0.7% | Added |
| Kent Ziegler | 49,106 | $28.8M | 12.44% | 00.0% | Unchanged |
| Archon Partners LLC | 49,100 | $28.8M | 3.35% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 49,072 | $28.8M | 7.86% | +4,268+9.5% | Added |
| Great Valley Advisor Group, Inc. | 49,041 | $28.7M | 0.64% | +10,482+27.2% | Added |
| Aft, Forsyth & Sober, LLC | 48,950 | $28.7M | 9.30% | +300+0.6% | Added |
| Verdence Capital Advisors LLC | 48,840 | $28.6M | 2.30% | +1,578+3.3% | Added |
| Bizma Investimentos Ltda | 48,837 | $28.6M | 17.10% | −145,563−74.9% | Reduced |
| CoreCap Advisors, LLC | 48,677 | $28.5M | 1.30% | −5,352−9.9% | Reduced |
| Amarillo National Bank | 48,355 | $28.3M | 5.20% | +2,000+4.3% | Added |
| Aspect Partners, LLC | 48,137 | $28.2M | 16.29% | −11,562−19.4% | Reduced |
| Hudson Bay Capital Management LP | 47,984 | $28.1M | 0.17% | −105,416−68.7% | Reduced |
| Decker Retirement Planning Inc. | 47,792 | $28.0M | 16.26% | +47,792 | New |
| Independent Family Office, LLC | 47,550 | $27.9M | 14.48% | +76+0.2% | Added |
| Taurus Asset Management, LLC | 47,453 | $27.8M | 2.71% | −250−0.5% | Reduced |
| Montz Harcus Wealth Management LLC | 47,324 | $27.7M | 15.51% | +511+1.1% | Added |
| BSW Wealth Partners | 47,209 | $27.7M | 4.06% | −174−0.4% | Reduced |
| Clarity Wealth Advisors, LLC | 47,203 | $27.7M | 7.54% | +1,548+3.4% | Added |
| NorthCrest Asset Manangement, LLC | 47,182 | $27.7M | 0.83% | +846+1.8% | Added |
| Kennicott Capital Management LLC | 47,178 | $27.6M | 14.21% | −75,849−61.7% | Reduced |
| Pineridge Advisors LLC | 47,138 | $27.6M | 10.44% | +12,314+35.4% | Added |
| Condor Capital Management | 47,117 | $27.6M | 2.43% | −694−1.5% | Reduced |
| Thoma Capital Management LLC | 47,010 | $27.6M | 18.87% | +47,010 | New |
| Wedbush Securities Inc | 46,958 | $27.5M | 0.98% | −455−1.0% | Reduced |
| GM Advisory Group, Inc. | 46,734 | $27.4M | 1.52% | +1,579+3.5% | Added |
| Jasper Ridge Partners, L.P. | 46,717 | $27.4M | 0.87% | −192−0.4% | Reduced |
| Welch & Forbes LLC | 46,454 | $27.2M | 0.35% | +5,334+13.0% | Added |
| German American Bancorp, Inc. | 46,310 | $27.1M | 2.84% | −633−1.3% | Reduced |
| Principal Street Partners, LLC | 46,250 | $27.1M | 5.33% | −40,908−46.9% | Reduced |
| Swiss Life Asset Management Ltd | 46,000 | $26.9M | 0.20% | −3,300−6.7% | Reduced |
| TrueWealth Advisors, LLC | 45,905 | $26.9M | 8.98% | +305+0.7% | Added |
| Quadrant Capital Group LLC | 45,815 | $26.9M | 1.85% | −87−0.2% | Reduced |
| Motco | 45,623 | $26.7M | 2.74% | −1,702−3.6% | Reduced |
| KCM Investment Advisors LLC | 45,426 | $26.6M | 0.92% | −3,403−7.0% | Reduced |
| Fluent Financial, LLC | 45,402 | $26.6M | 11.77% | −2,901−6.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 44,941 | $26.6M | 0.32% | +12,309+37.7% | Added |
| Resonant Capital Advisors, LLC | 45,153 | $26.6M | 1.94% | −70−0.2% | Reduced |
| First International Bank & Trust | 45,270 | $26.5M | 8.59% | +1,901+4.4% | Added |
| Eagle Capital Management, LLC | 45,153 | $26.5M | 10.67% | +182+0.4% | Added |
| Salomon & Ludwin, LLC | 45,030 | $26.4M | 2.80% | −1,041−2.3% | Reduced |
| Essex Financial Services, Inc. | 44,864 | $26.3M | 1.86% | −774,717−94.5% | Reduced |
| Securian Asset Management, Inc | 44,860 | $26.3M | 0.77% | +44,860 | New |
| Firestone Capital Management | 44,808 | $26.3M | 6.53% | +630+1.4% | Added |
| Flow Traders U.S. LLC | 44,773 | $26.2M | 1.04% | +44,773 | New |
| Lazard Asset Management LLC | 44,740 | $26.2M | 0.04% | +32,618+269.1% | Added |
| 1832 Asset Management L.P. | 44,640 | $26.2M | 0.05% | +29,942+203.7% | Added |
| Aragon Global Management, LP | 44,580 | $26.1M | 9.69% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 44,566 | $26.1M | 4.79% | −335−0.7% | Reduced |
| Hantz Financial Services, Inc. | 44,215 | $25.9M | 0.45% | −1,436−3.1% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 44,211 | $25.9M | 18.21% | −6,561−12.9% | Reduced |
| Burt Wealth Advisors | 44,198 | $25.9M | 6.58% | −2,525−5.4% | Reduced |
| Angeles Wealth Management, LLC | 43,932 | $25.7M | 2.12% | +210+0.5% | Added |
| NewSquare Capital LLC | 43,633 | $25.6M | 2.04% | −1,076−2.4% | Reduced |
| Atomi Financial Group, Inc. | 43,478 | $25.5M | 1.29% | +13,220+43.7% | Added |
| IPG Investment Advisors LLC | 43,046 | $25.3M | 5.76% | −3,311−7.1% | Reduced |
| Indiana Trust & Investment Management CO | 43,185 | $25.3M | 8.62% | −2,055−4.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 43,114 | $25.3M | 0.30% | −19,573−31.2% | Reduced |
| ARS Investment Partners, LLC | 43,109 | $25.3M | 2.28% | −280−0.6% | Reduced |
| Lane & Associates LLC | 41,980 | $25.3M | 13.05% | −2,351−5.3% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 43,097 | $25.3M | 10.77% | −1,055−2.4% | Reduced |
| First Eagle Investment Management, LLC | 43,000 | $25.2M | 0.06% | +43,000 | New |
| Thompson Siegel & Walmsley LLC | 42,993 | $25.2M | 0.39% | −81−0.2% | Reduced |
| First Business Financial Services, Inc. | 42,830 | $25.1M | 2.48% | −24−0.1% | Reduced |
| Pinebridge Investments, L.P. | 42,808 | $25.1M | 0.19% | +14,839+53.1% | Added |