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 | 4,600 | $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, 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 |
|---|---|---|---|---|---|
| Bridgecreek Investment Management, LLC | 600 | $256.5K | 0.05% | −50−7.7% | Reduced |
| Ramirez Asset Management, Inc. | 600 | $256.5K | 0.06% | +600 | New |
| Maltin Wealth Management, Inc. | 601 | $256.7K | 0.18% | +2+0.3% | Added |
| Cedar Wealth Management, LLC | 605 | $258.6K | 0.10% | −50−7.6% | Reduced |
| Channel Wealth LLC | 605 | $258.6K | 0.14% | +47+8.4% | Added |
| SMH Capital Advisors Inc | 605 | $259.0K | 0.60% | −96−13.7% | Reduced |
| Brown Financial Advisory | 606 | $259.1K | 0.23% | −48−7.3% | Reduced |
| Fidelity D & D Bancorp Inc | 606 | $259.1K | 0.27% | +606 | New |
| Partners in Financial Planning | 613 | $261.9K | 0.07% | +1+0.2% | Added |
| Peninsula Wealth, LLC | 623 | $261.9K | 0.06% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 615 | $262.0K | 0.21% | +615 | New |
| Anchor Capital Advisors LLC | 613 | $262.0K | 0.01% | 00.0% | Unchanged |
| swisspartners Advisors Ltd | 670 | $262.2K | 0.23% | −10−1.5% | Reduced |
| Dudley Capital Management, LLC | 615 | $262.9K | 0.18% | −72−10.5% | Reduced |
| Mirador Capital Partners LP | 615 | $262.9K | 0.06% | +38+6.6% | Added |
| Clark Financial Services Group Inc | 617 | $263.8K | 0.36% | −7−1.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 619 | $264.4K | 0.06% | −49−7.3% | Reduced |
| Peloton Wealth Strategists | 620 | $265.0K | 0.12% | +10+1.6% | Added |
| CKW Financial Group | 619 | $265.0K | 0.04% | +82+15.3% | Added |
| Cornerstone National Bank & Trust Co | 621 | $265.5K | 0.16% | 00.0% | Unchanged |
| Planning Directions Inc | 623 | $266.0K | 0.20% | +110+21.4% | Added |
| Greenwood Gearhart Inc | 627 | $268.0K | 0.03% | −125−16.6% | Reduced |
| Carson Advisory Inc. | 628 | $268.4K | 0.24% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 629 | $268.9K | 0.08% | −55−8.0% | Reduced |
| United Bank | 630 | $269.3K | 0.16% | −93−12.9% | Reduced |
| 180 Wealth Advisors, LLC | 632 | $270.2K | 0.06% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 632 | $270.3K | 0.13% | +632 | New |
| Braun-Bostich & Associates Inc. | 634 | $271.0K | 0.51% | −43−6.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 635 | $271.4K | 0.08% | +9+1.4% | Added |
| Boston Standard Wealth Management, LLC | 637 | $272.0K | 0.07% | +637 | New |
| Davidson Trust Co | 637 | $272.3K | 0.20% | +88+16.0% | Added |
| Financial Strategies Group, Inc. | 628 | $273.8K | 0.09% | −94−13.0% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 643 | $274.9K | 0.13% | −410−38.9% | Reduced |
| WESPAC Advisors SoCal, LLC | 643 | $274.9K | 0.09% | +643 | New |
| Luts & Greenleigh Group, Inc | 643 | $275.0K | 0.34% | +643 | New |
| Oak Family Advisors, LLC | 643 | $275.0K | 0.13% | −39−5.7% | Reduced |
| ETF Store, Inc. | 640 | $275.3K | 0.20% | +640 | New |
| JGP Wealth Management, LLC | 644 | $275.4K | 0.05% | +40+6.6% | Added |
| Eliot Finkel Investment Counsel, LLC | 645 | $275.7K | 0.19% | +645 | New |
| Mayfair Advisory Group, LLC | 635 | $275.8K | 0.27% | −107−14.4% | Reduced |
| Legacy Bridge, LLC | 647 | $276.6K | 0.20% | 00.0% | Unchanged |
| Bath Savings Trust Co | 648 | $277.0K | 0.03% | −18−2.7% | Reduced |
| Advisory Resource Group | 649 | $277.4K | 0.07% | +649 | New |
| RVW Wealth, LLC | 651 | $278.3K | 0.03% | +80+14.0% | Added |
| Hill Island Financial LLC | 651 | $278.4K | 0.11% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 652 | $278.9K | 0.19% | −46−6.6% | Reduced |
| Miller Wealth Advisors, LLC | 653 | $279.0K | 0.19% | +3+0.5% | Added |
| Moneywise, Inc. | 655 | $279.9K | 0.18% | +655 | New |
| Better Money Decisions, LLC | 659 | $281.8K | 0.25% | −777−54.1% | Reduced |
| Pacific Sage Partners, LLC | 662 | $283.0K | 0.09% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 664 | $283.8K | 0.07% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 665 | $284.3K | 0.12% | 00.0% | Unchanged |
| Quest Investment Management LLC | 666 | $284.7K | 0.04% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 667 | $285.2K | 0.17% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 670 | $286.0K | 0.15% | +670 | New |
| Zullo Investment Group, Inc. | 671 | $286.8K | 0.17% | +21+3.2% | Added |
| Arcadia Investment Management Corp | 672 | $287.3K | 0.06% | −20−2.9% | Reduced |
| Court Place Advisors, LLC | 675 | $288.4K | 0.10% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 676 | $289.0K | 0.26% | −20−2.9% | Reduced |
| Goldstein Advisors, LLC | 677 | $289.5K | 0.06% | −14−2.0% | Reduced |
| Park Place Capital Corp | 681 | $291.0K | 0.09% | +501+278.3% | Added |
| Mendel Capital Management LLC | 682 | $291.4K | 0.24% | −40−5.5% | Reduced |
| Cannon Financial Strategists, Inc. | 686 | $293.3K | 0.07% | +9+1.3% | Added |
| Canton Hathaway, LLC | 690 | $295.0K | 0.09% | 00.0% | Unchanged |
| Pflug Koory, LLC | 693 | $296.2K | 0.17% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 695 | $297.1K | 0.07% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 697 | $298.0K | 0.25% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 700 | $299.1K | 0.10% | −105,469−99.3% | Reduced |
| Decatur Capital Management, Inc. | 700 | $299.2K | 0.22% | 00.0% | Unchanged |
| AF Advisors, Inc. | 700 | $299.2K | 0.09% | 00.0% | Unchanged |
| Hudock, Inc. | 700 | $299.5K | 0.07% | +1+0.1% | Added |
| Tanager Wealth Management LLP | 699 | $299.9K | 0.06% | 00.0% | Unchanged |
| Regimen Wealth, LLC | 702 | $300.3K | 0.12% | −96−12.0% | Reduced |
| Creative Capital Management Investments LLC | 703 | $300.5K | 0.21% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 705 | $301.4K | 0.10% | +230+48.4% | Added |
| Bluesphere Advisors, LLC | 707 | $302.2K | 0.22% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 709 | $303.1K | 0.30% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 711 | $303.9K | 0.08% | +47+7.1% | Added |
| Tranquilli Financial Advisor LLC | 713 | $304.8K | 0.22% | +713 | New |
| Penn Davis McFarland Inc | 719 | $307.3K | 0.05% | 00.0% | Unchanged |
| Petix & Botte Co | 720 | $307.8K | 0.10% | +6+0.8% | Added |
| Garrison Asset Management, LLC | 721 | $308.2K | 0.19% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 721 | $308.2K | 0.23% | +5+0.7% | Added |
| Kickstand Ventures, LLC. | 721 | $308.2K | 0.10% | +721 | New |
| Hoffman, Alan N Investment Management | 722 | $308.6K | 0.20% | +162+28.9% | Added |
| Blue Zone Wealth Advisors, LLC | 723 | $309.2K | 0.14% | −11−1.5% | Reduced |
| PSI Advisors, LLC | 724 | $309.6K | 0.13% | −10−1.4% | Reduced |
| Versant Capital Management, Inc | 725 | $310.0K | 0.10% | −176−19.5% | Reduced |
| Bogart Wealth, LLC | 728 | $311.2K | 0.02% | −416−36.4% | Reduced |
| Rise Advisors, LLC | 729 | $311.5K | 0.25% | +86+13.4% | Added |
| Cutler Capital Management, LLC | 732 | $313.1K | 0.14% | +104+16.6% | Added |
| Eclectic Associates Inc | 733 | $313.4K | 0.16% | −356−32.7% | Reduced |
| Pointe Capital Management LLC | 734 | $313.8K | 0.25% | +1+0.1% | Added |
| Lionsbridge Wealth Management LLC | 735 | $314.2K | 0.30% | −21,854−96.7% | Reduced |
| TTP Investments, Inc. | 737 | $315.1K | 0.21% | −348−32.1% | Reduced |
| Vickerman Investment Advisors, Inc. | 737 | $315.1K | 0.13% | −1,078−59.4% | Reduced |
| Coco Enterprises, LLC | 737 | $315.1K | 0.25% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 771 | $316.0K | 0.24% | 00.0% | Unchanged |
| Baxter Bros Inc | 741 | $316.8K | 0.05% | +741 | New |
| Avondale Wealth Management | 742 | $317.1K | 0.28% | +154+26.2% | Added |