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 |
|---|---|---|---|---|---|
| Birch Hill Investment Advisors LLC | 3,092 | $1.32M | 0.08% | −300−8.8% | Reduced |
| Eudaimonia Partners, LLC | 3,092 | $1.32M | 0.32% | −34−1.1% | Reduced |
| Curbstone Financial Management Corp | 3,097 | $1.32M | 0.33% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 3,087 | $1.33M | 0.29% | −494−13.8% | Reduced |
| EPG Wealth Management LLC | 3,116 | $1.33M | 0.40% | −24−0.8% | Reduced |
| Confluence Wealth Services, Inc. | 3,124 | $1.34M | 0.26% | −10.0% | Reduced |
| Legacy Financial Group LLC | 3,125 | $1.34M | 0.31% | +3,125 | New |
| Equita Financial Network, Inc. | 3,136 | $1.34M | 0.83% | +3,136 | New |
| Delta Asset Management LLC | 3,143 | $1.34M | 0.14% | −155−4.7% | Reduced |
| Gilman Hill Asset Management, LLC | 3,143 | $1.34M | 0.27% | −60−1.9% | Reduced |
| Matrix Private Capital Group LLC | 3,136 | $1.35M | 1.00% | +197+6.7% | Added |
| MA Private Wealth | 3,156 | $1.35M | 0.32% | −139−4.2% | Reduced |
| Checchi Capital Advisers, LLC | 3,162 | $1.35M | 0.13% | −11,351−78.2% | Reduced |
| Ascent Group, LLC | 3,127 | $1.36M | 0.15% | −162−4.9% | Reduced |
| Congress Asset Management Co | 3,183 | $1.36M | 0.01% | +24+0.8% | Added |
| Marshall Financial Group LLC | 3,185 | $1.36M | 0.49% | −79−2.4% | Reduced |
| Michael B. Yongue | 3,191 | $1.36M | 1.33% | −8−0.3% | Reduced |
| AlphaStar Capital Management, LLC | 3,199 | $1.37M | 0.17% | −45−1.4% | Reduced |
| Powell Investment Advisors, LLC | 3,188 | $1.37M | 0.82% | +250+8.5% | Added |
| Sebold Capital Management, Inc. | 3,200 | $1.37M | 1.12% | −711−18.2% | Reduced |
| WJ Wealth Management, LLC | 3,205 | $1.37M | 0.67% | +1,212+60.8% | Added |
| Violich Capital Management, Inc. | 3,208 | $1.37M | 0.23% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 3,209 | $1.37M | 1.37% | −15−0.5% | Reduced |
| Campbell Wealth Management | 3,213 | $1.37M | 0.17% | +455+16.5% | Added |
| Greenfield Savings Bank | 3,213 | $1.37M | 0.86% | +3,213 | New |
| Edgar Lomax Co | 3,215 | $1.37M | 0.09% | −8−0.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,220 | $1.38M | 0.24% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 3,225 | $1.38M | 0.48% | −3,279−50.4% | Reduced |
| Randolph Co Inc | 3,227 | $1.38M | 0.22% | −10−0.3% | Reduced |
| Traphagen Investment Advisors LLC | 3,244 | $1.39M | 0.18% | +1,877+137.3% | Added |
| Auour Investments LLC | 3,200 | $1.39M | 0.59% | +322+11.2% | Added |
| Shaker Investments LLC | 3,250 | $1.39M | 0.77% | −7−0.2% | Reduced |
| Maple Capital Management, Inc. | 3,253 | $1.39M | 0.16% | +256+8.5% | Added |
| Janney Capital Management LLC | 3,253 | $1.39M | 0.11% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 3,258 | $1.39M | 1.26% | +716+28.2% | Added |
| WESCAP Management Group, Inc. | 3,261 | $1.39M | 0.50% | −13−0.4% | Reduced |
| Front Row Advisors LLC | 3,256 | $1.40M | 0.64% | −125−3.7% | Reduced |
| ESL Trust Services, LLC | 3,269 | $1.40M | 0.45% | 00.0% | Unchanged |
| Curi Capital | 3,278 | $1.40M | 0.21% | +22+0.7% | Added |
| Sharper & Granite LLC | 3,280 | $1.40M | 0.81% | +40+1.2% | Added |
| Navellier & Associates Inc | 3,297 | $1.41M | 0.24% | +622+23.3% | Added |
| River Wealth Advisors LLC | 3,297 | $1.41M | 0.25% | −73−2.2% | Reduced |
| Prosperity Wealth Management, Inc. | 3,300 | $1.41M | 0.91% | −492−13.0% | Reduced |
| Bill Few Associates, Inc. | 3,300 | $1.41M | 0.74% | 00.0% | Unchanged |
| Shay Capital LLC | 3,300 | $1.41M | 0.42% | +2,800+560.0% | Added |
| Richard W. Paul & Associates, LLC | 3,309 | $1.41M | 0.65% | −539−14.0% | Reduced |
| SignalPoint Asset Management, LLC | 3,313 | $1.42M | 0.45% | +39+1.2% | Added |
| CORDA Investment Management, LLC. | 3,313 | $1.42M | 0.13% | −94−2.8% | Reduced |
| CFS Investment Advisory Services, LLC | 3,315 | $1.42M | 0.23% | +520+18.6% | Added |
| High Probability Advisors, LLC | 3,319 | $1.42M | 0.31% | −4,161−55.6% | Reduced |
| Manchester Financial Inc | 3,321 | $1.42M | 0.42% | +55+1.7% | Added |
| Garner Asset Management Corp | 3,323 | $1.42M | 0.85% | +9+0.3% | Added |
| HC Advisors, LLC | 3,342 | $1.43M | 0.85% | +4+0.1% | Added |
| Insight Wealth Strategies, LLC | 3,343 | $1.43M | 0.28% | +89+2.7% | Added |
| Silvia McColl Wealth Management, LLC | 3,345 | $1.43M | 1.43% | −5−0.1% | Reduced |
| Family Asset Management, LLC | 3,349 | $1.43M | 1.06% | −7−0.2% | Reduced |
| TFC Financial Management | 3,358 | $1.44M | 0.34% | −47−1.4% | Reduced |
| Hutchinson Capital Management | 3,367 | $1.44M | 0.34% | −32−0.9% | Reduced |
| Meeder Advisory Services, Inc. | 3,368 | $1.44M | 0.18% | −797−19.1% | Reduced |
| Selective Wealth Management, Inc. | 3,391 | $1.44M | 0.79% | −1,962−36.7% | Reduced |
| Cranbrook Wealth Management, LLC | 3,370 | $1.44M | 0.43% | 00.0% | Unchanged |
| Red Wave Investments LLC | 3,375 | $1.44M | 0.62% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 3,379 | $1.44M | 0.10% | +92+2.8% | Added |
| Investment Advisory Services Inc | 3,386 | $1.45M | 0.62% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 3,376 | $1.45M | 0.19% | +20+0.6% | Added |
| Alterna Wealth Management, Inc | 3,391 | $1.45M | 1.85% | −306−8.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 3,400 | $1.45M | 0.51% | −36−1.0% | Reduced |
| Watershed Private Wealth LLC | 3,407 | $1.46M | 0.90% | −458−11.8% | Reduced |
| Philadelphia Trust Co | 3,412 | $1.46M | 0.15% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 3,413 | $1.46M | 0.63% | +860+33.7% | Added |
| Clearwater Capital Advisors, LLC | 3,430 | $1.47M | 0.18% | +14+0.4% | Added |
| Culbertson A N & Co Inc | 3,446 | $1.47M | 0.30% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,449 | $1.47M | 0.18% | +328+10.5% | Added |
| Atwood & Palmer Inc | 3,450 | $1.47M | 0.13% | −500−12.7% | Reduced |
| TBH Global Asset Management, LLC | 3,456 | $1.48M | 0.28% | +221+6.8% | Added |
| Fox Run Management, L.L.C. | 3,458 | $1.48M | 0.44% | +3,458 | New |
| Wagner Wealth Management, LLC | 3,461 | $1.48M | 0.54% | −162−4.5% | Reduced |
| Whalerock Point Partners, LLC | 3,477 | $1.49M | 0.51% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 3,487 | $1.49M | 0.04% | −358−9.3% | Reduced |
| Renaissance Investment Group LLC | 3,494 | $1.49M | 0.42% | +33+1.0% | Added |
| Permanens Capital L.P. | 3,484 | $1.49M | 0.26% | +41+1.2% | Added |
| Ingalls & Snyder LLC | 3,498 | $1.50M | 0.07% | −95−2.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,497 | $1.50M | 0.10% | −128−3.5% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 3,498 | $1.50M | 1.98% | −1,685−32.5% | Reduced |
| Merriman Wealth Management, LLC | 3,490 | $1.50M | 0.08% | −797−18.6% | Reduced |
| Hudson Value Partners, LLC | 3,501 | $1.50M | 0.79% | +900+34.6% | Added |
| Cherry Tree Wealth Management, LLC | 3,512 | $1.50M | 0.44% | +35+1.0% | Added |
| Addenda Capital Inc. | 3,505 | $1.50M | 0.07% | +3,505 | New |
| First Personal Financial Services | 3,520 | $1.50M | 0.39% | −225−6.0% | Reduced |
| Fernwood Investment Management, LLC | 197,915 | $1.50M | 0.54% | +250.0% | Added |
| Logan Capital Management Inc | 3,525 | $1.51M | 0.08% | 00.0% | Unchanged |
| One Day In July LLC | 3,526 | $1.51M | 0.27% | −15−0.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,528 | $1.51M | 0.02% | −875−19.9% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 3,530 | $1.51M | 0.92% | +181+5.4% | Added |
| Lokken Investment Group LLC | 3,540 | $1.51M | 0.99% | −40−1.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 3,546 | $1.52M | 0.10% | +13+0.4% | Added |
| First Commonwealth Financial Corp | 3,552 | $1.52M | 0.51% | +62+1.8% | Added |
| Hemington Wealth Management | 3,558 | $1.52M | 0.72% | −14−0.4% | Reduced |
| Atlantic Union Bankshares Corp | 3,561 | $1.52M | 0.16% | −56−1.5% | Reduced |
| Wambolt & Associates, LLC | 3,565 | $1.52M | 0.55% | −27−0.8% | Reduced |