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 |
|---|---|---|---|---|---|
| Pacific Center for Financial Services | 1,077 | $460.5K | 0.16% | +33+3.2% | Added |
| Rhumbline Advisers | 1,078 | $460.8K | 0.00% | −22−2.0% | Reduced |
| WoodTrust Financial Corp | 1,088 | $465.0K | 0.09% | −34−3.0% | Reduced |
| AAFCPAs Wealth Management, LLC | 1,090 | $466.1K | 0.31% | +2+0.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,092 | $466.8K | 0.00% | −151−12.1% | Reduced |
| Stonegate Investment Group, LLC | 1,092 | $466.9K | 0.02% | 00.0% | Unchanged |
| PFW Advisors LLC | 1,093 | $467.2K | 0.17% | 00.0% | Unchanged |
| Interactive Financial Advisors | 1,097 | $469.0K | 0.32% | +12+1.1% | Added |
| America First Investment Advisors, LLC | 1,098 | $469.2K | 0.13% | +3+0.3% | Added |
| Full Sail Capital, LLC | 1,098 | $469.4K | 0.04% | −247−18.4% | Reduced |
| Dopkins Wealth Management, LLC | 1,099 | $469.8K | 0.36% | +246+28.8% | Added |
| EHP Funds Inc. | 1,100 | $470.2K | 0.22% | −1,000−47.6% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 1,104 | $471.9K | 0.28% | +2+0.2% | Added |
| Compass Financial Group, Inc. | 1,105 | $472.4K | 0.29% | −84,290−98.7% | Reduced |
| Trust Co | 1,110 | $474.5K | 0.08% | −80−6.7% | Reduced |
| Norris Perne & French LLP | 1,112 | $475.4K | 0.04% | −150−11.9% | Reduced |
| American Money Management, LLC | 1,113 | $475.8K | 0.12% | +9+0.8% | Added |
| Waypoint Wealth Partners Inc. | 1,113 | $475.8K | 0.17% | −48−4.1% | Reduced |
| Sage Investment Advisers LLC | 1,113 | $475.9K | 0.65% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 1,115 | $476.6K | 0.05% | −15−1.3% | Reduced |
| Hilltop Partners LLC | 1,117 | $477.3K | 0.20% | −6−0.5% | Reduced |
| Grey Fox Wealth Advisors, LLC | 1,115 | $478.4K | 0.24% | −4−0.4% | Reduced |
| IMPACTfolio, LLC | 1,120 | $478.8K | 0.35% | 00.0% | Unchanged |
| Kerrisdale Advisers, LLC | 1,120 | $478.8K | 0.15% | +1,120 | New |
| Lederer & Associates Investment Counsel | 1,120 | $479.0K | 0.38% | 00.0% | Unchanged |
| Certus Wealth Management, LLC | 1,124 | $480.5K | 0.46% | +396+54.4% | Added |
| Socha Financial Group, LLC | 1,126 | $481.3K | 0.26% | −41−3.5% | Reduced |
| Karpus Management, Inc. | 1,130 | $483.1K | 0.02% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,131 | $483.5K | 0.25% | +1+0.1% | Added |
| IVC Wealth Advisors LLC | 1,132 | $484.1K | 0.32% | 00.0% | Unchanged |
| JCP Investment Management, LLC | 1,136 | $485.7K | 0.51% | 00.0% | Unchanged |
| Constitution Capital LLC | 1,138 | $486.5K | 0.33% | +2+0.2% | Added |
| Logan Stone Capital, LLC | 1,145 | $489.5K | 0.13% | +1,145 | New |
| Arbor Investment Advisors, LLC | 1,146 | $489.7K | 0.09% | +95+9.0% | Added |
| Willow Creek Wealth Management Inc. | 1,155 | $494.1K | 0.07% | −11−0.9% | Reduced |
| Washington Trust Bank | 1,157 | $494.6K | 0.05% | −18−1.5% | Reduced |
| Insight Wealth Partners, LLC | 1,158 | $495.0K | 0.42% | +4+0.3% | Added |
| One Charles Private Wealth Services, LLC | 1,160 | $495.7K | 0.29% | +2+0.2% | Added |
| Sage Financial Management Group, Inc. | 1,166 | $498.0K | 0.30% | 00.0% | Unchanged |
| Innealta Capital, LLC | 1,169 | $499.7K | 0.22% | +10+0.9% | Added |
| AJ Advisors, LLC | 1,172 | $501.2K | 0.38% | −4−0.3% | Reduced |
| CapWealth Advisors, LLC | 1,175 | $502.3K | 0.06% | −177−13.1% | Reduced |
| Alternative Investment Advisors, LLC. | 1,175 | $503.4K | 0.35% | +1,175 | New |
| Buttonwood Financial Advisors Inc. | 1,178 | $503.4K | 0.32% | +5+0.4% | Added |
| Core Wealth Partners LLC | 1,178 | $503.9K | 0.46% | +311+35.9% | Added |
| Hollow Brook Wealth Management LLC | 1,175 | $504.1K | 0.21% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 1,180 | $504.7K | 0.15% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,181 | $504.8K | 0.11% | +1+0.1% | Added |
| SWMG, LLC | 1,187 | $507.4K | 0.27% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 1,187 | $507.5K | 0.17% | −8,665−88.0% | Reduced |
| Darwin Advisors, LLC | 1,190 | $508.7K | 0.14% | +109+10.1% | Added |
| Hall Capital Management Co Inc | 1,193 | $510.0K | 0.33% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,197 | $511.7K | 0.21% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,187 | $512.0K | 0.03% | −52−4.2% | Reduced |
| Intelligent Financial Strategies | 1,194 | $512.2K | 0.38% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 1,199 | $512.5K | 0.08% | −317−20.9% | Reduced |
| Exeter Financial, LLC | 1,200 | $513.0K | 0.27% | −611−33.7% | Reduced |
| Cascade Investment Group, Inc. | 1,200 | $513.0K | 0.48% | −30−2.4% | Reduced |
| Gallacher Capital Management LLC | 1,200 | $513.1K | 0.32% | +100+9.1% | Added |
| Jamison Private Wealth Management, Inc. | 1,201 | $513.2K | 0.11% | +1,201 | New |
| TriaGen Wealth Management LLC | 1,202 | $513.8K | 0.26% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 1,205 | $515.0K | 0.41% | −18−1.5% | Reduced |
| Granite Harbor Advisors, Inc. | 1,207 | $516.0K | 0.41% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 1,242 | $516.0K | 0.49% | +229+22.6% | Added |
| Marotta Asset Management | 1,210 | $517.1K | 0.12% | −7−0.6% | Reduced |
| Eaton Financial Holdings Company, LLC | 1,212 | $518.1K | 0.14% | −87−6.7% | Reduced |
| Thomasville National Bank | 1,221 | $522.0K | 0.05% | +53+4.5% | Added |
| Western Pacific Wealth Management, LP | 1,222 | $522.4K | 0.43% | −377−23.6% | Reduced |
| Greenwood Capital Associates LLC | 1,226 | $524.1K | 0.08% | +519+73.4% | Added |
| Zuckerman Investment Group, LLC | 1,229 | $525.4K | 0.08% | +1,229 | New |
| Lakeshore Financial Planning, Inc. | 1,229 | $525.4K | 0.30% | +1,229 | New |
| Chilton Investment Co LLC | 1,230 | $525.8K | 0.02% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 1,230 | $525.8K | 0.20% | +1,230 | New |
| Frisch Financial Group, Inc. | 1,235 | $528.0K | 0.21% | −205−14.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,234 | $528.0K | 0.27% | −90−6.8% | Reduced |
| VisionPoint Advisory Group, LLC | 1,236 | $528.4K | 0.23% | +586+90.2% | Added |
| Bryant Woods Investment Advisors, LLC | 1,237 | $528.9K | 0.38% | −131−9.6% | Reduced |
| Beacon Wealthcare LLC | 1,240 | $530.0K | 0.28% | −158−11.3% | Reduced |
| Iams Wealth Management, LLC | 1,242 | $530.9K | 0.37% | +1,242 | New |
| Wescott Financial Advisory Group, LLC | 1,242 | $531.0K | 0.10% | −23−1.8% | Reduced |
| Colonial River Wealth Management, LLC | 1,244 | $531.8K | 0.35% | +305+32.5% | Added |
| Indie Asset Partners, LLC | 1,249 | $533.9K | 0.54% | +51+4.3% | Added |
| Goepper Burkhardt LLC | 1,253 | $535.6K | 0.33% | −100−7.4% | Reduced |
| Acadian Asset Management LLC | 1,264 | $538.0K | 0.00% | +663+110.3% | Added |
| Tandem Investment Advisors, Inc. | 1,260 | $538.6K | 0.02% | −29−2.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,262 | $539.5K | 0.15% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 1,268 | $542.0K | 0.34% | −6−0.5% | Reduced |
| Altus Wealth Group LLC | 1,269 | $542.4K | 0.34% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,267 | $543.1K | 0.17% | +170+15.5% | Added |
| Retirement Planning Group | 1,270 | $543.2K | 0.06% | −114−8.2% | Reduced |
| Unison Asset Management LLC | 1,273 | $544.2K | 0.36% | 00.0% | Unchanged |
| Retirement Solution Inc. | 1,278 | $546.4K | 0.18% | +56+4.6% | Added |
| Opes Wealth Management LLC | 1,280 | $547.4K | 0.15% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,282 | $548.1K | 0.27% | +29+2.3% | Added |
| FSA Wealth Management LLC | 1,283 | $548.6K | 0.31% | +417+48.2% | Added |
| C M Bidwell & Associates Ltd | 1,285 | $549.3K | 0.42% | −22−1.7% | Reduced |
| Gradient Capital Advisors, LLC | 1,289 | $551.0K | 0.23% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,293 | $552.7K | 0.26% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,294 | $553.0K | 0.20% | −26−2.0% | Reduced |
| Costello Asset Management, INC | 1,296 | $554.1K | 0.51% | +233+21.9% | Added |