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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| 4J Wealth Management LLC | 2,154 | $920.8K | 0.92% | 00.0% | Unchanged |
| Fundamentun, LLC | 2,165 | $925.6K | 0.14% | +2+0.1% | Added |
| Gordian Capital Singapore Pte Ltd | 2,180 | $931.9K | 1.00% | +2,180 | New |
| Burton Enright Welch | 2,182 | $932.6K | 0.29% | +8+0.4% | Added |
| Coastal Bridge Advisors, LLC | 2,183 | $933.3K | 0.25% | +250+12.9% | Added |
| ERn Financial, LLC | 2,187 | $934.9K | 0.20% | −529−19.5% | Reduced |
| KBC Group NV | 2,188 | $935.0K | 0.00% | +299+15.8% | Added |
| West Chester Capital Advisors, Inc | 2,190 | $936.2K | 1.73% | −202−8.4% | Reduced |
| Vaughan & Co Securities, Inc. | 2,191 | $936.6K | 0.70% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 2,192 | $937.4K | 0.41% | +72+3.4% | Added |
| Boyd Wealth Management, LLC | 2,199 | $940.2K | 0.63% | +14+0.6% | Added |
| Intellectus Partners, LLC | 2,192 | $940.5K | 0.30% | 00.0% | Unchanged |
| Kraft, Davis & Associates, LLC | 2,242 | $943.7K | 0.35% | −132−5.6% | Reduced |
| Lewis Capital Management, LLC | 2,211 | $945.2K | 1.47% | +53+2.5% | Added |
| Fortem Financial Group, LLC | 2,211 | $945.2K | 0.55% | +123+5.9% | Added |
| Wealthstar Advisors, LLC | 2,216 | $947.2K | 0.41% | +229+11.5% | Added |
| Strid Group, LLC | 2,218 | $948.4K | 0.20% | +66+3.1% | Added |
| Leisure Capital Management | 2,220 | $949.0K | 0.55% | −150−6.3% | Reduced |
| Cape Ann Savings Bank | 2,225 | $951.1K | 0.67% | −25−1.1% | Reduced |
| Armor Investment Advisors, LLC | 2,244 | $959.2K | 0.57% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 2,250 | $961.8K | 0.39% | +868+62.8% | Added |
| Alaethes Wealth LLC | 2,255 | $964.0K | 0.53% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,258 | $965.3K | 0.68% | 00.0% | Unchanged |
| Appleton Group, LLC | 2,262 | $967.0K | 3.38% | +93+4.3% | Added |
| Brooks, Moore & Associates, Inc. | 2,265 | $968.0K | 0.73% | 00.0% | Unchanged |
| Mayport, LLC | 2,270 | $970.3K | 0.53% | 00.0% | Unchanged |
| Parthenon LLC | 2,272 | $971.2K | 0.15% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 2,274 | $972.1K | 0.17% | +13+0.6% | Added |
| Missouri Trust & Investment Co | 2,276 | $972.9K | 0.44% | −25−1.1% | Reduced |
| Francis Financial, Inc. | 2,277 | $973.4K | 0.51% | +466+25.7% | Added |
| Artemis Wealth Advisors, LLC | 2,277 | $973.5K | 0.18% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 2,278 | $974.0K | 0.49% | +14+0.6% | Added |
| Terra Nova Asset Management LLC | 2,203 | $976.5K | 0.89% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 2,288 | $978.3K | 0.68% | −30−1.3% | Reduced |
| LexAurum Advisors, LLC | 2,292 | $980.0K | 0.29% | −61−2.6% | Reduced |
| Kavar Capital Partners Group, LLC | 2,298 | $982.2K | 0.21% | −122−5.0% | Reduced |
| Options Solutions, LLC | 2,300 | $983.2K | 1.13% | −52−2.2% | Reduced |
| Univest Financial Corp | 2,303 | $984.5K | 0.33% | +9+0.4% | Added |
| Hudson Portfolio Management LLC | 2,305 | $985.3K | 1.12% | −259−10.1% | Reduced |
| True Link Financial Advisors, LLC | 2,305 | $985.3K | 0.12% | −5−0.2% | Reduced |
| Alpha Omega Wealth Management LLC | 2,309 | $987.0K | 0.17% | +8+0.3% | Added |
| Q3 Asset Management | 2,309 | $987.0K | 0.39% | +2,309 | New |
| Heritage Financial Services, LLC | 2,318 | $990.8K | 0.19% | +191+9.0% | Added |
| Baker Boyer National Bank | 2,326 | $994.3K | 0.40% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,332 | $996.9K | 0.33% | −317−12.0% | Reduced |
| PrairieView Partners, LLC | 2,334 | $997.0K | 0.14% | −142−5.7% | Reduced |
| Fingerlakes Wealth Management, Inc. | 2,336 | $998.6K | 1.22% | −10−0.4% | Reduced |
| Clean Yield Group | 2,300 | $1.00M | 0.44% | +500+27.8% | Added |
| Fortune Financial Advisors, LLC | 2,349 | $1.00M | 0.77% | +13+0.6% | Added |
| Chickasaw Capital Management LLC | 2,351 | $1.00M | 0.05% | 00.0% | Unchanged |
| Motco | 2,352 | $1.01M | 0.07% | −63−2.6% | Reduced |
| Aire Advisors, LLC | 2,355 | $1.01M | 0.27% | −219−8.5% | Reduced |
| Levy Wealth Management Group, LLC | 2,356 | $1.01M | 0.31% | +121+5.4% | Added |
| Northeast Financial Group, Inc. | 2,358 | $1.01M | 0.62% | +320+15.7% | Added |
| Collaborative Wealth Managment Inc. | 2,360 | $1.01M | 0.60% | −12−0.5% | Reduced |
| First Command Advisory Services, Inc. | 2,360 | $1.01M | 0.01% | +2,334+8,976.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,362 | $1.01M | 0.21% | +63+2.7% | Added |
| Capital Planning Advisors, LLC | 2,368 | $1.01M | 0.21% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 2,372 | $1.01M | 0.03% | −330−12.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,379 | $1.02M | 0.30% | +20+0.8% | Added |
| FourThought Financial Partners, LLC | 2,388 | $1.02M | 0.14% | +8+0.3% | Added |
| Consilio Wealth Advisors, LLC | 2,425 | $1.02M | 0.59% | −47−1.9% | Reduced |
| Resource Consulting Group Inc | 2,398 | $1.03M | 0.20% | −70−2.8% | Reduced |
| Aristides Capital LLC | 2,400 | $1.03M | 0.68% | −1,600−40.0% | Reduced |
| Trevian Wealth Management LLC | 2,403 | $1.03M | 0.94% | +212+9.7% | Added |
| Sensible Money, LLC | 2,405 | $1.03M | 0.73% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 2,410 | $1.03M | 0.09% | −70−2.8% | Reduced |
| Engrave Wealth Partners LLC | 2,413 | $1.03M | 0.32% | −20−0.8% | Reduced |
| Penbrook Management LLC | 2,415 | $1.03M | 0.76% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 2,417 | $1.03M | 0.80% | +2,417 | New |
| Beirne Wealth Consulting Services, LLC | 2,329 | $1.04M | 0.83% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 2,426 | $1.04M | 0.16% | −47−1.9% | Reduced |
| Chemistry Wealth Management LLC | 2,449 | $1.05M | 0.35% | −7−0.3% | Reduced |
| Macroview Investment Management LLC | 2,449 | $1.05M | 1.41% | +1,673+215.6% | Added |
| Northwest Investment Counselors, LLC | 2,451 | $1.05M | 0.29% | +41+1.7% | Added |
| Matthew Goff Investment Advisor, LLC | 2,460 | $1.05M | 0.25% | 00.0% | Unchanged |
| Sinecera Capital, LLC | 2,452 | $1.05M | 1.42% | −845−25.6% | Reduced |
| Oarsman Capital, Inc. | 2,468 | $1.06M | 0.44% | +1,119+83.0% | Added |
| Innovis Asset Management LLC | 2,472 | $1.06M | 0.41% | +98+4.1% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,486 | $1.06M | 0.35% | −22−0.9% | Reduced |
| Acorn Wealth Advisors, LLC | 2,487 | $1.06M | 0.71% | −78−3.0% | Reduced |
| Navalign, LLC | 2,488 | $1.06M | 0.40% | +771+44.9% | Added |
| Grant/GrossMendelsohn, LLC | 2,488 | $1.06M | 0.46% | +10.0% | Added |
| Riverstone Advisors, LLC | 2,489 | $1.06M | 0.74% | 00.0% | Unchanged |
| State Farm Mutual Automobile Insurance Co | 2,500 | $1.07M | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,502 | $1.07M | 0.17% | +9+0.4% | Added |
| Blodgett Wealth Advisors, LLC | 2,504 | $1.07M | 1.18% | 00.0% | Unchanged |
| Holderness Investments Co | 2,509 | $1.07M | 0.42% | +641+34.3% | Added |
| Delta Financial Group, Inc. | 2,513 | $1.07M | 0.37% | +228+10.0% | Added |
| United Community Bank | 2,514 | $1.07M | 0.53% | +1,585+170.6% | Added |
| Castle Wealth Management LLC | 2,522 | $1.08M | 0.77% | −10−0.4% | Reduced |
| PRW Wealth Management LLC | 2,611 | $1.09M | 0.41% | 00.0% | Unchanged |
| Next Capital Management LLC | 2,541 | $1.09M | 0.49% | 00.0% | Unchanged |
| MBA Advisors LLC | 2,551 | $1.09M | 0.67% | +26+1.0% | Added |
| Parkside Advisors LLC | 2,543 | $1.09M | 0.34% | −87−3.3% | Reduced |
| Southeast Asset Advisors Inc. | 2,554 | $1.09M | 0.15% | +2+0.1% | Added |
| BluePath Capital Management, LLC | 2,554 | $1.09M | 1.00% | +2,554 | New |
| Private Capital Management LLC | 2,554 | $1.09M | 0.32% | +160+6.7% | Added |
| Etfidea, LLC | 2,560 | $1.09M | 0.46% | +151+6.3% | Added |
| Valicenti Advisory Services Inc | 2,563 | $1.10M | 0.37% | +4+0.2% | Added |