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 |
|---|---|---|---|---|---|
| Diligent Investors, LLC | 901 | $385.3K | 0.12% | −36−3.8% | Reduced |
| Stonehearth Capital Management, LLC | 905 | $386.9K | 0.21% | 00.0% | Unchanged |
| FinDec Wealth Services, Inc. | 906 | $387.4K | 0.28% | +155+20.6% | Added |
| Solidarilty Wealth, LLC | 903 | $387.5K | 0.14% | +104+13.0% | Added |
| Topel & Distasi Wealth Management, LLC | 909 | $388.6K | 0.20% | +2+0.2% | Added |
| Bridges Investment Management Inc | 911 | $389.4K | 0.01% | −40−4.2% | Reduced |
| New England Professional Planning Group Inc. | 912 | $389.9K | 0.24% | −153−14.4% | Reduced |
| Charles Schwab Trust Co | 913 | $390.3K | 0.04% | +360+65.1% | Added |
| Lakewood Asset Management LLC | 913 | $390.4K | 0.32% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 914 | $390.7K | 0.22% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 915 | $391.0K | 0.09% | −931−50.4% | Reduced |
| James J. Burns & Company, LLC | 914 | $391.0K | 0.11% | +15+1.7% | Added |
| Tarbox Family Office, Inc. | 916 | $391.4K | 0.08% | −17−1.8% | Reduced |
| MWA Asset Management | 918 | $392.4K | 0.38% | +918 | New |
| Am Investment Strategies LLC | 919 | $393.0K | 0.13% | −65−6.6% | Reduced |
| Transatlantique Private Wealth LLC | 923 | $394.6K | 0.21% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 923 | $394.6K | 0.18% | +81+9.6% | Added |
| Total Wealth Planning, LLC | 924 | $394.9K | 0.08% | −13−1.4% | Reduced |
| DGS Capital Management, LLC | 925 | $395.6K | 0.19% | −18−1.9% | Reduced |
| NovaPoint Capital, LLC | 927 | $396.1K | 0.16% | +2+0.2% | Added |
| Fulcrum Capital LLC | 930 | $397.6K | 0.12% | 00.0% | Unchanged |
| Landaas & Co | 933 | $399.0K | 0.17% | 00.0% | Unchanged |
| Mason & Associates Inc | 935 | $399.7K | 0.13% | +32+3.5% | Added |
| Keystone Financial Services | 940 | $401.6K | 0.21% | −11−1.2% | Reduced |
| Cornerstone Management, Inc. | 940 | $401.8K | 0.11% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 941 | $402.2K | 0.21% | +1+0.1% | Added |
| Grant Street Asset Management, Inc. | 942 | $402.7K | 0.16% | −2,185−69.9% | Reduced |
| Planning Center, Inc. | 947 | $404.8K | 0.11% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 947 | $404.8K | 0.30% | +11+1.2% | Added |
| Fort Pitt Capital Group, LLC | 948 | $405.3K | 0.02% | −214−18.4% | Reduced |
| UMA Financial Services, Inc. | 938 | $405.4K | 0.10% | −43−4.4% | Reduced |
| Cohanzick Management, LLC | 1,000 | $407.7K | 0.35% | +1,000 | New |
| FC Advisory LLC | 954 | $407.7K | 0.17% | −4−0.4% | Reduced |
| EFG Asset Management (Americas) Corp. | 955 | $408.2K | 0.10% | +339+55.0% | Added |
| Stewardship Advisors, LLC | 957 | $409.1K | 0.16% | +109+12.9% | Added |
| Lincoln Capital LLC | 957 | $409.3K | 0.11% | +371+63.3% | Added |
| Vantage Investment Partners, LLC | 959 | $410.0K | 0.05% | +7+0.7% | Added |
| Bluestem Financial Advisors, LLC | 961 | $410.8K | 0.25% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 963 | $411.5K | 0.06% | −177−15.5% | Reduced |
| Gsa Capital Partners LLP | 963 | $412.0K | 0.04% | +963 | New |
| Stegner Investment Associates Inc. | 966 | $412.8K | 0.36% | +2+0.2% | Added |
| Scholtz & Company, LLC | 971 | $415.0K | 0.27% | −169−14.8% | Reduced |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 972 | $415.0K | 0.19% | −53−5.2% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 972 | $415.5K | 0.26% | +92+10.5% | Added |
| Investors Research Corp | 980 | $418.9K | 0.11% | −24−2.4% | Reduced |
| Wealth Effects LLC | 980 | $419.1K | 0.21% | 00.0% | Unchanged |
| Cim, LLC | 981 | $419.4K | 0.08% | −451−31.5% | Reduced |
| Center For Asset Management LLC | 981 | $419.4K | 0.42% | +331+50.9% | Added |
| TPG Financial Advisors, LLC | 983 | $420.2K | 0.22% | −65−6.2% | Reduced |
| Seneca Financial Advisors LLC | 984 | $420.6K | 0.29% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 986 | $421.5K | 0.02% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 987 | $421.9K | 0.07% | +987 | New |
| Truvestments Capital LLC | 988 | $422.1K | 0.22% | +1+0.1% | Added |
| Thompson Davis & Co., Inc. | 989 | $422.8K | 0.52% | −35−3.4% | Reduced |
| Fiduciary Planning LLC | 989 | $422.9K | 0.20% | +989 | New |
| Ballast, Inc. | 990 | $423.2K | 0.17% | −36−3.5% | Reduced |
| Highlander Capital Management, LLC | 992 | $424.0K | 0.17% | +472+90.8% | Added |
| Eagle Bay Advisors LLC | 992 | $424.1K | 0.20% | +73+7.9% | Added |
| Arden Trust Co | 993 | $424.5K | 0.07% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 994 | $424.9K | 0.21% | −410−29.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,000 | $427.0K | 0.05% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 999 | $427.1K | 0.19% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,000 | $427.5K | 0.09% | −8,587−89.6% | Reduced |
| Palisade Capital Management LLC | 1,000 | $427.5K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,000 | $427.5K | 0.02% | +3+0.3% | Added |
| Harrell Investment Partners, LLC | 1,001 | $427.8K | 0.15% | 00.0% | Unchanged |
| Athena Investment Management | 1,006 | $429.9K | 0.31% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 1,012 | $432.6K | 0.20% | 00.0% | Unchanged |
| HT Partners LLC | 1,013 | $433.0K | 0.13% | −38−3.6% | Reduced |
| Cardinal Point Capital Management, ULC | 1,012 | $434.2K | 0.11% | +1,012 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,016 | $434.3K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,017 | $434.5K | 0.05% | +37+3.8% | Added |
| WestHill Financial Advisors, Inc. | 1,021 | $436.6K | 0.13% | +407+66.3% | Added |
| Eastover Investment Advisors LLC | 1,025 | $438.2K | 0.26% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 1,026 | $439.0K | 0.08% | −10−1.0% | Reduced |
| Essex Private Wealth Management, LLC | 1,027 | $439.2K | 1.50% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 1,028 | $439.4K | 0.39% | +1,028 | New |
| Abbot Financial Management, Inc. | 1,029 | $439.9K | 0.30% | +40+4.0% | Added |
| 25 LLC | 1,031 | $440.6K | 0.27% | +1+0.1% | Added |
| Resource Planning Group | 1,033 | $441.6K | 0.37% | −310−23.1% | Reduced |
| Elmwood Wealth Management, Inc. | 1,035 | $442.4K | 0.21% | 00.0% | Unchanged |
| Quarry Hill Advisors, LLC | 1,038 | $443.7K | 0.41% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 1,039 | $444.2K | 0.35% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,041 | $445.1K | 0.12% | +97+10.3% | Added |
| Orleans Capital Management Corp | 1,044 | $446.3K | 0.33% | 00.0% | Unchanged |
| Security National Bank | 1,044 | $447.4K | 0.13% | 00.0% | Unchanged |
| Cedrus LLC | 1,047 | $447.6K | 0.32% | +59+6.0% | Added |
| Creegan & Nassoura Financial Group, LLC | 1,050 | $448.9K | 0.35% | −50−4.5% | Reduced |
| Absolute Capital Management, LLC | 1,050 | $450.4K | 0.43% | +62+6.3% | Added |
| Clark Estates Inc | 1,054 | $450.6K | 0.08% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,057 | $451.8K | 0.48% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,058 | $452.3K | 0.31% | 00.0% | Unchanged |
| Columbus Macro, LLC | 1,059 | $452.7K | 0.19% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,069 | $457.0K | 0.13% | −276−20.5% | Reduced |
| Capital Performance Advisors LLP | 1,071 | $457.9K | 0.23% | +2+0.2% | Added |
| HF Advisory Group, LLC | 1,072 | $458.3K | 0.34% | −37−3.3% | Reduced |
| Family Firm, Inc. | 1,073 | $458.7K | 0.13% | +2+0.2% | Added |
| Sara-Bay Financial | 1,076 | $460.0K | 0.23% | +52+5.1% | Added |
| SJS Investment Consulting Inc. | 1,077 | $460.3K | 0.12% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 1,077 | $460.4K | 0.04% | −66−5.8% | Reduced |