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, Q3 2023
Institutional positions in SPDR S&P 500 ETF Trust as of Sep 30, 2023. 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
- 3,329
- +57 vs. Q2 2023
- Shares held
- 552.7M
- −10.4M (−1.8%) vs. Q2 2023
- Total value
- $230.9B
- −$17.7B (−7.1%) vs. Q2 2023
- New holders
- 172
- 1,350 more added
- Sold out
- 115
- 1,369 more reduced
38 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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 | 4,599 | $356.9B |
| Q4 2025 | 4,645 | $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, Q3 2023
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Semmax Financial Advisors Inc. | 1 | $221 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 0 | $313 | 0.00% | −443−100.0% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 1 | $376 | 0.00% | +1 | New |
| Bradley & Co. Private Wealth Management, LLC | 1 | $427 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 3 | $1.28K | 0.00% | +3 | New |
| Hillsdale Investment Management Inc. | 5 | $2.14K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 7 | $2.99K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 8 | $3.42K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 8 | $3.42K | 0.00% | +8 | New |
| Insight Financial Services | 11 | $4.70K | 0.01% | 00.0% | Unchanged |
| EMG Holdings, L.P. | 13 | $5.56K | 0.00% | +13 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13 | $5.57K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 16 | $6.00K | 0.00% | +16 | New |
| Gould Capital, LLC | 20 | $8.55K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 30 | $12.8K | 0.02% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 36 | $15.4K | 0.00% | −16−30.8% | Reduced |
| Covestor Ltd | 37 | $16.0K | 0.01% | −10−21.3% | Reduced |
| Mach-1 Financial Group, Inc. | 40 | $17.1K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 40 | $17.1K | 0.02% | −4−9.1% | Reduced |
| New England Capital Financial Advisors LLC | 42 | $17.8K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 50 | $21.4K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 53 | $22.7K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 55 | $23.5K | 0.02% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 57 | $24.4K | 0.02% | +57 | New |
| Daiwa Securities Group Inc. | 58 | $25.0K | 0.00% | −33−36.3% | Reduced |
| CGC Financial Services, LLC | 60 | $25.6K | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 61 | $26.1K | 0.01% | −308−83.5% | Reduced |
| Centerpoint Advisors, LLC | 70 | $30.0K | 0.01% | −5−6.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 77 | $33.0K | 0.00% | +2+2.7% | Added |
| PayPay Securities Corp | 78 | $33.3K | 1.61% | −22−22.0% | Reduced |
| DB Fitzpatrick & Co, Inc | 79 | $33.8K | 0.04% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 79 | $33.9K | 0.03% | +79 | New |
| Benjamin Edwards Inc | 79 | $34.0K | 0.01% | +27+51.9% | Added |
| Riverview Trust Co | 80 | $34.2K | 0.03% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 85 | $36.3K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 91 | $38.9K | 0.04% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 95 | $40.6K | 0.03% | +95 | New |
| Legend Financial Advisors, Inc. | 95 | $40.7K | 0.03% | −19−16.7% | Reduced |
| Skylands Capital, LLC | 100 | $42.7K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 101 | $43.2K | 0.05% | +7+7.4% | Added |
| Arcadia Investment Advisors LLC | 111 | $47.4K | 0.03% | 00.0% | Unchanged |
| Studio Investment Management LLC | 121 | $51.9K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 131 | $56.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 141 | $60.3K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 145 | $62.0K | 0.02% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 152 | $65.0K | 0.02% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 152 | $65.0K | 0.02% | +11+7.8% | Added |
| Hartford Financial Management Inc. | 160 | $68.4K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 170 | $72.7K | 0.02% | +4+2.4% | Added |
| New Millennium Group LLC | 173 | $73.9K | 0.07% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 176 | $75.0K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 179 | $76.0K | 0.06% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 178 | $76.1K | 0.02% | −15−7.8% | Reduced |
| Buck Wealth Strategies, LLC | 180 | $76.9K | 0.03% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 175 | $77.0K | 0.07% | −77−30.6% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 186 | $79.5K | 0.03% | +43+30.1% | Added |
| McClarren Financial Advisors, Inc. | 188 | $80.0K | 0.07% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 196 | $84.0K | 0.07% | +196 | New |
| Goodman Advisory Group, LLC | 210 | $89.8K | 0.03% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 212 | $90.6K | 0.09% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 214 | $91.3K | 0.03% | +1+0.5% | Added |
| Cadent Capital Advisors, LLC | 215 | $91.9K | 0.04% | +1+0.5% | Added |
| Pacifica Partners Inc. | 219 | $93.0K | 0.05% | −13−5.6% | Reduced |
| True Wealth Design, LLC | 227 | $97.0K | 0.03% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $108.2K | 0.01% | – | – |
| Savior LLC | 259 | $110.7K | 0.77% | +253+4,216.7% | Added |
| HBC Financial Services, PLLC | 260 | $111.0K | 0.08% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 261 | $111.6K | 0.06% | −15−5.4% | Reduced |
| Avion Wealth | 266 | $113.0K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 269 | $115.0K | 0.06% | +269 | New |
| Focused Wealth Management, Inc | 282 | $120.5K | 0.02% | +28+11.0% | Added |
| Chelsea Counsel Co | 285 | $122.3K | 0.06% | 00.0% | Unchanged |
| Cambridge Financial Group, Inc. | 290 | $124.0K | 0.07% | +290 | New |
| Tamar Securities, LLC | 290 | $124.0K | 0.03% | −17−5.5% | Reduced |
| Stephens Consulting, LLC | 291 | $124.4K | 0.05% | 00.0% | Unchanged |
| Financial Freedom, LLC | 292 | $124.7K | 0.09% | +1+0.3% | Added |
| STRS Ohio | 305 | $130.0K | 0.00% | −575−65.3% | Reduced |
| Strengthening Families & Communities, LLC | 303 | $130.0K | 0.06% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 305 | $130.4K | 0.07% | 00.0% | Unchanged |
| Lee Financial Co | 305 | $130.5K | 0.02% | −71−18.9% | Reduced |
| Field & Main Bank | 312 | $133.4K | 0.06% | −34−9.8% | Reduced |
| JJJ Advisors Inc. | 321 | $137.3K | 0.04% | 00.0% | Unchanged |
| WFA Asset Management Corp | 323 | $137.9K | 0.08% | +2+0.6% | Added |
| IAG Wealth Partners, LLC | 328 | $140.0K | 0.04% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 329 | $140.6K | 0.09% | −100−23.3% | Reduced |
| Clear Investment Research, LLC | 337 | $144.1K | 0.25% | +87+34.8% | Added |
| PFS Partners, LLC | 338 | $144.7K | 0.13% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 352 | $150.0K | 0.19% | 00.0% | Unchanged |
| Elgethun Capital Management | 359 | $153.6K | 0.05% | +17+5.0% | Added |
| Gleason Group, Inc. | 367 | $156.8K | 0.04% | +2+0.5% | Added |
| Carmichael Hill & Associates, Inc. | 368 | $157.3K | 0.08% | −440−54.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 371 | $158.9K | 0.13% | −11−2.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 390 | $166.7K | 0.06% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 391 | $167.1K | 0.12% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 393 | $167.9K | 0.13% | +5+1.3% | Added |
| Blume Capital Management, Inc. | 413 | $176.6K | 0.05% | −40−8.8% | Reduced |
| Cedar Mountain Advisors, LLC | 416 | $177.7K | 0.05% | +1+0.2% | Added |
| Dougherty Wealth Advisers LLC | 432 | $184.7K | 0.21% | +60+16.1% | Added |
| Mascoma Wealth Management LLC | 456 | $194.9K | 0.06% | +14+3.2% | Added |