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 |
|---|---|---|---|---|---|
| Provenance Wealth Advisors, LLC | 42,762 | $25.1M | 3.24% | −109−0.3% | Reduced |
| Perbak Capital Partners LLP | 42,435 | $24.9M | 13.28% | +5,598+15.2% | Added |
| Pensionmark Financial Group, LLC | 42,261 | $24.8M | 0.68% | +6,315+17.6% | Added |
| Jarislowsky, Fraser Ltd | 42,263 | $24.8M | 0.14% | −85−0.2% | Reduced |
| Capital World Investors | 41,989 | $24.7M | 0.00% | +20,220+92.9% | Added |
| Engineers Gate Manager LP | 41,996 | $24.6M | 0.43% | +23,211+123.6% | Added |
| Focus Financial Network, Inc. | 41,877 | $24.5M | 0.98% | +770+1.9% | Added |
| Regal Investment Advisors LLC | 41,876 | $24.5M | 1.84% | +953+2.3% | Added |
| Snowden Capital Advisors LLC | 41,619 | $24.5M | 0.76% | −612−1.4% | Reduced |
| O'Dell Group, LLC | 41,750 | $24.5M | 5.53% | −1,209−2.8% | Reduced |
| Sovereign Financial Group, Inc. | 41,461 | $24.3M | 5.58% | +271+0.7% | Added |
| Foguth Wealth Management, LLC. | 39,712 | $24.1M | 6.32% | +9,481+31.4% | Added |
| Compass Capital Management, Inc | 41,169 | $24.1M | 1.58% | +40,349+4,920.6% | Added |
| LCM Capital Management Inc | 41,107 | $24.1M | 13.59% | −2,162−5.0% | Reduced |
| Kingsview Wealth Management, LLC | 41,006 | $24.0M | 0.47% | −2,334−5.4% | Reduced |
| Advisors Capital Management, LLC | 40,863 | $23.9M | 0.38% | +12,816+45.7% | Added |
| Palisade Asset Management, LLC | 40,664 | $23.8M | 2.42% | −223−0.5% | Reduced |
| BancorpSouth Bank | 40,625 | $23.8M | 1.61% | −448−1.1% | Reduced |
| Roble, Belko & Company, Inc | 40,530 | $23.8M | 3.77% | −103−0.3% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 40,516 | $23.7M | 1.22% | −172−0.4% | Reduced |
| Central Pacific Bank - Trust Division | 40,360 | $23.7M | 3.10% | +424+1.1% | Added |
| Prosperity Consulting Group, LLC | 40,332 | $23.6M | 1.78% | +2,236+5.9% | Added |
| Royal Fund Management, LLC | 40,283 | $23.6M | 2.56% | −5,877−12.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 40,236 | $23.6M | 5.59% | +565+1.4% | Added |
| Kovack Advisors, Inc. | 40,227 | $23.6M | 2.31% | +70+0.2% | Added |
| Capital Investment Advisors, LLC | 40,214 | $23.6M | 0.48% | +4,278+11.9% | Added |
| Tredje AP-fonden | 40,000 | $23.4M | 0.21% | −519,322−92.8% | Reduced |
| Aviso Financial Inc. | 39,974 | $23.4M | 1.18% | +1,955+5.1% | Added |
| Raelipskie Partnership | 39,928 | $23.4M | 11.63% | +1,056+2.7% | Added |
| Cresta Advisors, Ltd. | 40,740 | $23.4M | 12.22% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 39,828 | $23.3M | 1.01% | +10,516+35.9% | Added |
| LFA - Lugano Financial Advisors SA | 39,704 | $23.3M | 15.21% | −3,973−9.1% | Reduced |
| Transcend Wealth Collective, LLC | 39,687 | $23.3M | 1.68% | +12,395+45.4% | Added |
| Clarius Group, LLC | 39,663 | $23.2M | 1.59% | +3,312+9.1% | Added |
| Davenport & Co LLC | 39,607 | $23.2M | 0.14% | +4,229+12.0% | Added |
| Diversified Portfolios, Inc. | 39,595 | $23.2M | 2.53% | +112+0.3% | Added |
| Procyon Private Wealth Partners, LLC | 39,591 | $23.2M | 1.48% | −277−0.7% | Reduced |
| Financial Partners Group, Inc | 39,328 | $23.0M | 3.36% | +3,864+10.9% | Added |
| CX Institutional | 39,263 | $23.0M | 0.91% | +19,749+101.2% | Added |
| Lebenthal Global Advisors, LLC | 39,183 | $23.0M | 4.19% | +7,727+24.6% | Added |
| Brickley Wealth Management | 39,181 | $23.0M | 4.66% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 39,132 | $22.9M | 0.69% | +8,693+28.6% | Added |
| Caas Capital Management LP | 39,112 | $22.9M | 18.94% | −56,547−59.1% | Reduced |
| Lanham O'Dell & Company, Inc. | 39,066 | $22.9M | 12.53% | +17,072+77.6% | Added |
| Legacy Advisors, LLC | 38,932 | $22.8M | 2.21% | +1,464+3.9% | Added |
| GeoWealth Management, LLC | 38,920 | $22.8M | 0.75% | +454+1.2% | Added |
| Avidian Wealth Solutions, LLC | 38,815 | $22.7M | 1.02% | +658+1.7% | Added |
| Claro Advisors LLC | 38,775 | $22.7M | 3.08% | −4,564−10.5% | Reduced |
| Family Management Corp | 38,670 | $22.7M | 3.67% | −1,656−4.1% | Reduced |
| Spinnaker Trust | 38,657 | $22.7M | 1.43% | +6,983+22.0% | Added |
| Boyd Watterson Asset Management LLC | 38,592 | $22.6M | 6.29% | −335−0.9% | Reduced |
| Smith Anglin Financial, LLC | 38,576 | $22.6M | 2.12% | −219−0.6% | Reduced |
| Corsair Capital Management, L.P. | 38,503 | $22.6M | 4.86% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 38,366 | $22.5M | 0.63% | +29,659+340.6% | Added |
| Guardian Wealth Advisors, LLC | 38,314 | $22.5M | 14.39% | −902−2.3% | Reduced |
| Chilton Capital Management LLC | 38,297 | $22.4M | 0.95% | −1,389−3.5% | Reduced |
| Parallel Advisors, LLC | 38,232 | $22.4M | 0.51% | +2,832+8.0% | Added |
| Yacktman Asset Management LP | 38,213 | $22.4M | 0.26% | +31,472+466.9% | Added |
| Financial & Tax Architects, LLC | 38,162 | $22.4M | 5.70% | +705+1.9% | Added |
| Connecticut Wealth Management, LLC | 38,129 | $22.3M | 1.10% | −555−1.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 37,813 | $22.2M | 0.87% | +4,164+12.4% | Added |
| Central Trust Co | 37,916 | $22.2M | 0.54% | +2,349+6.6% | Added |
| Hancock Whitney Corp | 37,752 | $22.1M | 0.70% | +2,659+7.6% | Added |
| Capital Management Associates, Inc | 37,724 | $22.1M | 8.29% | +3,199+9.3% | Added |
| Palisades Hudson Asset Management, L.P. | 37,647 | $22.1M | 9.30% | −356−0.9% | Reduced |
| Trust Co of Oklahoma | 37,597 | $22.0M | 7.04% | −512−1.3% | Reduced |
| Shaolin Capital Management LLC | 37,500 | $22.0M | 0.68% | +37,500 | New |
| BKD Wealth Advisors, LLC | 37,492 | $22.0M | 0.51% | +523+1.4% | Added |
| Copperwynd Financial, LLC | 37,417 | $21.9M | 6.05% | −1,238−3.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 37,364 | $21.9M | 0.19% | +415+1.1% | Added |
| Aristides Capital LLC | 37,339 | $21.9M | 6.84% | −14,993−28.6% | Reduced |
| Myriad Asset Management US LP | 37,210 | $21.8M | 14.62% | +37,210 | New |
| BLB&B Advisors, LLC | 37,106 | $21.7M | 1.11% | −539−1.4% | Reduced |
| PKS Advisory Services, LLC | 37,080 | $21.7M | 6.08% | +37,080 | New |
| Hilltop Holdings Inc. | 37,066 | $21.7M | 1.37% | +2,077+5.9% | Added |
| Tyche Wealth Partners LLC | 37,019 | $21.7M | 4.58% | +1,192+3.3% | Added |
| PFG Investments, LLC | 37,014 | $21.7M | 1.35% | +1,175+3.3% | Added |
| Thrive Wealth Management, LLC | 36,983 | $21.7M | 3.90% | +432+1.2% | Added |
| Wellspring Financial Advisors, LLC | 36,933 | $21.6M | 2.26% | +2,700+7.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 36,849 | $21.6M | 0.79% | +798+2.2% | Added |
| BFSG, LLC | 36,841 | $21.6M | 2.52% | −20,959−36.3% | Reduced |
| Albion Financial Group | 36,800 | $21.6M | 1.48% | −188−0.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 36,756 | $21.5M | 1.54% | −91−0.2% | Reduced |
| Osborne Partners Capital Management, LLC | 36,753 | $21.5M | 1.25% | −6,870−15.7% | Reduced |
| Tikvah Management LLC | 36,724 | $21.5M | 5.86% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 36,519 | $21.5M | 1.05% | −110.0% | Reduced |
| Armstrong Advisory Group, Inc | 36,595 | $21.4M | 1.71% | +2,900+8.6% | Added |
| Daymark Wealth Partners, LLC | 36,590 | $21.4M | 0.91% | +809+2.3% | Added |
| Schroder Investment Management Group | 36,307 | $21.4M | 0.02% | +12,668+53.6% | Added |
| Blue Edge Capital, LLC | 36,317 | $21.3M | 3.35% | −64−0.2% | Reduced |
| Iron Horse Wealth Management, LLC | 36,157 | $21.2M | 7.11% | +994+2.8% | Added |
| Consolidated Capital Management, LLC | 35,967 | $21.1M | 9.19% | −454−1.2% | Reduced |
| Segment Wealth Management, LLC | 35,961 | $21.1M | 1.44% | +118+0.3% | Added |
| Three Bridge Wealth Advisors, LLC | 35,822 | $21.1M | 7.38% | +752+2.1% | Added |
| Nepc LLC | 35,789 | $21.0M | 0.56% | −83−0.2% | Reduced |
| Belmont Capital, LLC | 35,753 | $21.0M | 3.41% | −314−0.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 35,602 | $20.9M | 1.15% | +9,163+34.7% | Added |
| Hardy Reed LLC | 35,580 | $20.9M | 1.84% | +4,164+13.3% | Added |
| Sharkey, Howes & Javer | 35,559 | $20.8M | 2.93% | +2,379+7.2% | Added |
| Sentinel Trust Co Lba | 35,286 | $20.7M | 2.37% | −877−2.4% | Reduced |