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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 1,535 | $656.1K | 0.15% | +16+1.1% | Added |
| Northstar Asset Management Inc | 1,542 | $659.2K | 0.21% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 1,542 | $659.2K | 0.27% | +3+0.2% | Added |
| Family Capital Trust Co | 1,545 | $660.4K | 0.23% | −6−0.4% | Reduced |
| Arcadia Wealth Management, LLC | 1,547 | $661.3K | 0.52% | −19−1.2% | Reduced |
| Probity Advisors, Inc. | 1,547 | $661.3K | 0.15% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,551 | $663.0K | 0.46% | +300+24.0% | Added |
| Hexagon Capital Partners LLC | 1,552 | $663.6K | 0.17% | −65−4.0% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,554 | $666.8K | 0.51% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 1,567 | $669.9K | 0.39% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 1,569 | $670.8K | 0.23% | +187+13.5% | Added |
| Birchcreek Wealth Management, LLC | 1,570 | $671.0K | 0.45% | +12+0.8% | Added |
| Balentine LLC | 1,570 | $671.1K | 0.02% | −745−32.2% | Reduced |
| Phocas Financial Corp. | 1,570 | $671.1K | 0.10% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 1,573 | $672.4K | 0.62% | −19−1.2% | Reduced |
| Sound Income Strategies, LLC | 1,574 | $672.8K | 0.06% | −2,882−64.7% | Reduced |
| Isthmus Partners, LLC | 1,574 | $672.9K | 0.10% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,580 | $675.4K | 0.05% | −54−3.3% | Reduced |
| Alamar Capital Management, LLC | 1,587 | $678.3K | 0.64% | −312−16.4% | Reduced |
| Snider Financial Group | 1,596 | $682.2K | 0.33% | −163−9.3% | Reduced |
| McDonough Capital Management, Inc | 1,606 | $686.5K | 0.65% | +158+10.9% | Added |
| First National Bank | 1,611 | $688.7K | 0.60% | −2−0.1% | Reduced |
| Diversified Investment Strategies, LLC | 1,619 | $692.1K | 0.52% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 1,622 | $693.4K | 0.38% | +102+6.7% | Added |
| Strategic Investment Advisors | 1,629 | $696.3K | 0.11% | +390+31.5% | Added |
| Concentric Wealth Management, LLC | 1,629 | $696.4K | 0.23% | −100−5.8% | Reduced |
| PAX Financial Group, LLC | 1,635 | $698.9K | 0.16% | +37+2.3% | Added |
| Spinnaker Investment Group, LLC | 1,638 | $700.1K | 0.24% | 00.0% | Unchanged |
| Key Financial Inc | 1,639 | $700.5K | 0.24% | +8+0.5% | Added |
| LifeGuide Financial Advisors, LLC | 1,640 | $701.1K | 0.41% | 00.0% | Unchanged |
| jvl associates llc | 1,641 | $701.5K | 0.36% | +417+34.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 1,644 | $702.8K | 0.37% | −127−7.2% | Reduced |
| Stack Financial Management, Inc | 1,644 | $702.8K | 0.08% | −10−0.6% | Reduced |
| ICW Investment Advisors LLC | 1,646 | $703.6K | 0.38% | +1,646 | New |
| Fca Corp | 1,654 | $707.1K | 0.26% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 1,654 | $707.1K | 0.99% | +125+8.2% | Added |
| Providence Capital Advisors, LLC | 1,655 | $707.9K | 0.19% | −23−1.4% | Reduced |
| Advocacy Wealth Management Services, LLC | 1,659 | $709.2K | 0.08% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 1,664 | $711.2K | 0.16% | +4+0.2% | Added |
| Kraft Asset Management, LLC | 1,664 | $711.3K | 0.67% | −114−6.4% | Reduced |
| PFG Private Wealth Management, LLC | 1,669 | $713.5K | 0.53% | +14+0.8% | Added |
| SkyOak Wealth, LLC | 1,670 | $713.9K | 0.21% | +115+7.4% | Added |
| Sendero Wealth Management, LLC | 1,671 | $714.3K | 0.15% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,680 | $718.0K | 0.30% | −740−30.6% | Reduced |
| Seaside Wealth Management, Inc. | 1,681 | $718.7K | 0.37% | +5+0.3% | Added |
| Beacon Financial Group | 1,600 | $720.0K | 0.10% | −147−8.4% | Reduced |
| Darrow Company, Inc. | 1,685 | $720.4K | 0.63% | +6+0.4% | Added |
| Castellan Group, LLC | 1,691 | $722.9K | 0.51% | −7,593−81.8% | Reduced |
| Shakespeare Wealth Management, Inc. | 1,692 | $723.1K | 0.25% | +115+7.3% | Added |
| IMS Capital Management | 1,692 | $723.5K | 0.43% | +175+11.5% | Added |
| Syntal Capital Partners, LLC | 1,697 | $728.1K | 0.57% | −29−1.7% | Reduced |
| Elm Partners Management LLC | 1,703 | $728.1K | 0.08% | −2−0.1% | Reduced |
| Main Street Research LLC | 1,698 | $728.9K | 0.08% | −748−30.6% | Reduced |
| Martin Capital Advisors, LLP | 1,707 | $729.7K | 0.71% | −150−8.1% | Reduced |
| Nicollet Investment Management, Inc. | 1,708 | $730.0K | 0.33% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 1,708 | $730.0K | 0.50% | 00.0% | Unchanged |
| Vicus Capital | 10,845 | $730.6K | 0.08% | −453−4.0% | Reduced |
| ONE Advisory Partners, LLC | 1,712 | $731.8K | 0.43% | 00.0% | Unchanged |
| Financial Management Network Inc | 1,724 | $732.2K | 0.24% | +24+1.4% | Added |
| Jessup Wealth Management, Inc | 1,715 | $733.2K | 0.42% | +25+1.5% | Added |
| FSB Premier Wealth Management, Inc. | 1,717 | $734.0K | 0.41% | +42+2.5% | Added |
| Summit Investment Advisory Services, LLC | 1,719 | $734.7K | 0.54% | +50+3.0% | Added |
| Letko, Brosseau & Associates Inc | 1,720 | $735.3K | 0.01% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 1,723 | $736.5K | 0.33% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 1,734 | $741.3K | 1.24% | +210+13.8% | Added |
| Bellevue Asset Management, LLC | 1,734 | $741.4K | 0.50% | +338+24.2% | Added |
| Global Assets Advisory, LLC | 1,740 | $743.7K | 0.66% | −1,387−44.4% | Reduced |
| Ruedi Wealth Management, Inc. | 1,740 | $744.0K | 0.43% | −5−0.3% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 1,741 | $744.2K | 0.22% | +662+61.4% | Added |
| Secure Asset Management, LLC | 1,742 | $744.6K | 0.22% | +259+17.5% | Added |
| Intergy Private Wealth, LLC | 1,742 | $744.7K | 0.37% | −7−0.4% | Reduced |
| Rockwood Wealth Management, LLC | 1,744 | $745.5K | 0.13% | −149−7.9% | Reduced |
| Live Oak Private Wealth LLC | 1,746 | $746.2K | 0.16% | −231−11.7% | Reduced |
| RFP Financial Group LLC | 1,750 | $748.2K | 0.33% | +1+0.1% | Added |
| Independent Investors Inc | 1,755 | $750.2K | 0.19% | +94+5.7% | Added |
| Investors Asset Management of Georgia Inc | 1,770 | $753.2K | 0.42% | +27+1.5% | Added |
| Strategic Financial Services, Inc, | 1,767 | $755.4K | 0.06% | −25−1.4% | Reduced |
| Kidder Stephen W | 1,770 | $756.6K | 0.26% | −10−0.6% | Reduced |
| Wealth Quarterback LLC | 1,771 | $757.0K | 0.65% | −101−5.4% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 1,773 | $757.9K | 0.64% | +1,107+166.2% | Added |
| Aft, Forsyth & Company, Inc. | 1,780 | $761.1K | 0.56% | −83−4.5% | Reduced |
| Greenup Street Wealth Management LLC | 1,784 | $762.6K | 0.25% | −632−26.2% | Reduced |
| Warren Street Wealth Advisors, LLC | 1,786 | $763.5K | 0.50% | +138+8.4% | Added |
| Concord Wealth Partners | 1,792 | $766.0K | 0.16% | +54+3.1% | Added |
| Red Tortoise LLC | 1,794 | $767.0K | 0.51% | −328−15.5% | Reduced |
| Vectors Research Management, LLC | 1,795 | $767.0K | 0.25% | −625−25.8% | Reduced |
| Financial Partners Group, LLC | 1,801 | $769.7K | 0.37% | +7+0.4% | Added |
| Weatherly Asset Management L. P. | 1,794 | $769.7K | 0.09% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 1,802 | $770.4K | 0.62% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,807 | $772.5K | 0.70% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 1,808 | $772.9K | 0.38% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,814 | $775.0K | 0.50% | +100+5.8% | Added |
| Windsor Group LTD | 1,812 | $775.0K | 0.14% | +145+8.7% | Added |
| Sather Financial Group Inc | 1,814 | $775.4K | 0.06% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,815 | $775.7K | 0.56% | +96+5.6% | Added |
| Stone Point Wealth LLC | 1,815 | $775.9K | 0.33% | +873+92.7% | Added |
| Assetmark, Inc | 1,823 | $779.1K | 0.00% | +248+15.7% | Added |
| Beck Mack & Oliver LLC | 1,823 | $779.3K | 0.02% | +1,292+243.3% | Added |
| Great Diamond Partners, LLC | 1,824 | $779.7K | 0.21% | +308+20.3% | Added |
| Columbia Trust Co 01012016 | 1,826 | $780.6K | 0.45% | +633+53.1% | Added |