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 Wealth Strategies Group, Inc. | 1,299 | $555.4K | 0.59% | −99−7.1% | Reduced |
| West Michigan Advisors, LLC | 1,300 | $555.8K | 0.30% | +2+0.2% | Added |
| Financial Planning & Information Services, Inc. | 1,302 | $556.6K | 0.10% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,306 | $558.3K | 0.46% | −27−2.0% | Reduced |
| Ardent Capital Management, Inc. | 1,311 | $560.4K | 0.32% | 00.0% | Unchanged |
| Dock Street Asset Management Inc | 1,314 | $561.7K | 0.10% | −9,296−87.6% | Reduced |
| IronBridge Private Wealth, LLC | 1,315 | $562.1K | 0.30% | −7,896−85.7% | Reduced |
| Morris Retirement Advisors, LLC | 1,316 | $562.4K | 0.40% | +345+35.5% | Added |
| Pathway Financial Advisers, LLC | 1,320 | $562.9K | 0.23% | +1,320 | New |
| Liberty Wealth Management LLC | 1,318 | $563.0K | 0.14% | +207+18.6% | Added |
| GoalVest Advisory LLC | 1,318 | $563.5K | 0.28% | +51+4.0% | Added |
| Holistic Financial Partners | 1,320 | $564.3K | 0.37% | +53+4.2% | Added |
| Portside Wealth Group, LLC | 1,322 | $565.0K | 0.11% | +21+1.6% | Added |
| KWMG, LLC | 1,322 | $565.1K | 0.07% | +52+4.1% | Added |
| EagleClaw Capital Managment, LLC | 1,323 | $565.6K | 0.13% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 1,325 | $566.4K | 0.21% | −35−2.6% | Reduced |
| 3EDGE Asset Management, LP | 1,335 | $566.9K | 0.04% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 1,335 | $570.9K | 0.20% | −20−1.5% | Reduced |
| Narwhal Capital Management | 1,338 | $572.0K | 0.07% | +214+19.0% | Added |
| Investment Partners, Ltd. | 1,339 | $572.4K | 0.30% | −242−15.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,341 | $573.5K | 0.19% | −25−1.8% | Reduced |
| Rain Capital Management, LLC | 1,343 | $574.1K | 0.56% | +5+0.4% | Added |
| Harbor Group, Inc. | 1,344 | $574.6K | 0.32% | +59+4.6% | Added |
| Thrive Capital Management, LLC | 1,346 | $575.4K | 0.32% | −71−5.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,346 | $575.4K | 0.24% | −37−2.7% | Reduced |
| Wiser Wealth Management, Inc | 1,347 | $575.8K | 0.23% | −258−16.1% | Reduced |
| Richard P Slaughter Associates Inc | 1,348 | $576.5K | 0.15% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 1,368 | $576.7K | 0.16% | +81+6.3% | Added |
| Schear Investment Advisers, LLC | 1,349 | $576.9K | 0.62% | −140−9.4% | Reduced |
| River Street Advisors LLC | 1,355 | $579.3K | 0.55% | −7−0.5% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,359 | $581.0K | 0.25% | −100−6.9% | Reduced |
| Finer Wealth Management, Inc. | 1,363 | $582.6K | 0.47% | −49−3.5% | Reduced |
| Steward Financial Group LLC | 1,367 | $584.0K | 0.19% | −309−18.4% | Reduced |
| Essex LLC | 1,370 | $585.6K | 0.16% | +1,370 | New |
| Ewa, LLC | 1,331 | $585.8K | 0.38% | +6+0.5% | Added |
| Ruggaard & Associates LLC | 1,375 | $587.8K | 0.35% | +25+1.9% | Added |
| Morse Asset Management, Inc | 1,381 | $590.0K | 0.19% | +65+4.9% | Added |
| LWMG, LLC | 1,381 | $590.3K | 0.16% | −387−21.9% | Reduced |
| J. L. Bainbridge & Co., Inc. | 1,381 | $590.4K | 0.08% | −2−0.1% | Reduced |
| Massachusetts Wealth Management | 1,383 | $591.2K | 0.54% | +153+12.4% | Added |
| Marion Wealth Management | 1,386 | $592.5K | 0.21% | +313+29.2% | Added |
| Barton Investment Management | 1,391 | $594.6K | 0.10% | −115−7.6% | Reduced |
| Hemenway Trust Co LLC | 1,392 | $595.1K | 0.06% | −10−0.7% | Reduced |
| RAM Investment Partners, LLC | 1,393 | $595.5K | 0.25% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,395 | $596.0K | 0.44% | +306+28.1% | Added |
| Wells Trecaso Financial Group, LLC | 1,397 | $597.2K | 0.27% | −150−9.7% | Reduced |
| Platte River Wealth Advisors, LLC | 1,398 | $597.6K | 0.22% | 00.0% | Unchanged |
| Envoi LLC | 1,406 | $601.0K | 2.07% | +1,406 | New |
| Straight Path Wealth Management | 1,409 | $602.3K | 0.41% | 00.0% | Unchanged |
| Diversified, LLC | 1,420 | $607.1K | 0.16% | +340+31.5% | Added |
| KPP Advisory Services LLC | 1,428 | $610.4K | 0.20% | +1,428 | New |
| O'Brien Wealth Partners LLC | 1,429 | $611.0K | 0.18% | +188+15.1% | Added |
| Genesee Capital Advisors, LLC | 1,431 | $611.7K | 0.44% | +1,431 | New |
| TFG Advisers LLC | 1,433 | $612.7K | 0.29% | +20+1.4% | Added |
| Newton One Investments LLC | 1,435 | $613.2K | 0.37% | +6+0.4% | Added |
| Fiduciary Group LLC | 1,439 | $615.3K | 0.08% | +108+8.1% | Added |
| Wade Financial Advisory, Inc | 1,441 | $616.0K | 0.26% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 1,431 | $618.8K | 0.32% | −10−0.7% | Reduced |
| Laffer Tengler Investments | 1,448 | $619.0K | 0.18% | +601+71.0% | Added |
| Heritage Wealth Partners, LLC | 1,450 | $619.9K | 1.32% | −139−8.7% | Reduced |
| D. Scott Neal, Inc. | 1,445 | $620.0K | 0.53% | +866+149.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,451 | $620.3K | 0.09% | +397+37.7% | Added |
| Gunn & Co Investment Management, Inc. | 1,453 | $621.0K | 0.55% | +1,453 | New |
| Trellis Wealth Advisors LLC | 1,455 | $622.0K | 0.39% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,459 | $623.7K | 0.41% | −100−6.4% | Reduced |
| Souders Financial Advisors | 1,465 | $626.1K | 0.12% | +5+0.3% | Added |
| Dentgroup LLC | 1,465 | $626.1K | 0.46% | +24+1.7% | Added |
| Fortress Wealth Management, Inc. | 1,465 | $626.4K | 0.41% | +4+0.3% | Added |
| Tiemann Investment Advisors, LLC | 1,467 | $627.1K | 0.34% | +40+2.8% | Added |
| Ferguson Shapiro LLC | 1,468 | $627.5K | 0.35% | −156−9.6% | Reduced |
| Wolff Financial Management LLC | 1,468 | $628.0K | 0.21% | −2−0.1% | Reduced |
| LS Investment Advisors, LLC | 1,470 | $628.4K | 0.12% | +90+6.5% | Added |
| Regatta Capital Group, LLC | 1,473 | $629.7K | 0.20% | +125+9.3% | Added |
| Ethic Inc. | 1,473 | $629.7K | 0.02% | +1,473 | New |
| Mma Asset Management LLC | 1,476 | $630.9K | 0.36% | +223+17.8% | Added |
| Fenimore Asset Management Inc | 1,477 | $631.4K | 0.02% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,478 | $631.8K | 0.55% | +15+1.0% | Added |
| WESPAC Advisors, LLC | 1,478 | $632.2K | 0.47% | +4+0.3% | Added |
| KB Financial Partners, LLC | 1,481 | $633.0K | 0.18% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,484 | $634.4K | 0.21% | −75−4.8% | Reduced |
| Wolff Wiese Magana LLC | 1,487 | $635.9K | 0.52% | +860+137.2% | Added |
| Horan Securities, Inc. | 1,488 | $636.1K | 0.34% | +67+4.7% | Added |
| Ategra Capital Management, LLC | 1,493 | $638.2K | 0.35% | −14−0.9% | Reduced |
| American Trust Investment Advisors, LLC | 1,496 | $639.5K | 0.35% | 00.0% | Unchanged |
| Doheny Asset Management | 1,500 | $641.0K | 0.62% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 1,500 | $641.3K | 0.23% | +44+3.0% | Added |
| Cypress Asset Management Inc | 1,605 | $641.6K | 0.21% | +194+13.7% | Added |
| RW Investment Management LLC | 1,502 | $642.1K | 0.12% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,503 | $642.5K | 0.27% | +76+5.3% | Added |
| Bank of Stockton | 1,560 | $643.6K | 0.24% | −225−12.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,506 | $644.1K | 0.46% | +308+25.7% | Added |
| X-Square Capital, LLC | 1,454 | $645.0K | 0.43% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 1,516 | $648.0K | 0.59% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,517 | $648.5K | 0.18% | −10−0.7% | Reduced |
| Mattern Wealth Management LLC | 1,518 | $648.9K | 0.19% | +109+7.7% | Added |
| Vance Wealth, Inc. | 1,518 | $649.0K | 0.30% | +329+27.7% | Added |
| RIA Advisory Group LLC | 1,520 | $649.5K | 0.29% | −960−38.7% | Reduced |
| My Purposeful Wealth Corp. | 1,528 | $653.4K | 0.52% | +2+0.1% | Added |
| Aufman Associates Inc | 1,529 | $653.6K | 0.55% | 00.0% | Unchanged |
| Addison Capital Co | 1,536 | $656.0K | 0.51% | +350+29.5% | Added |