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 |
|---|---|---|---|---|---|
| Vista Investment Management | 1,828 | $781.4K | 0.41% | −11−0.6% | Reduced |
| Wilson & Boucher Capital Management, LLC | 1,832 | $783.0K | 0.74% | −4−0.2% | Reduced |
| Jmac Enterprises LLC | 1,847 | $789.7K | 0.19% | +6+0.3% | Added |
| Colonial Trust Advisors | 1,849 | $790.4K | 0.09% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 1,843 | $790.9K | 0.28% | 00.0% | Unchanged |
| Poplar Forest Capital LLC | 1,855 | $793.0K | 0.09% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,861 | $795.5K | 0.06% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 1,863 | $796.5K | 0.60% | +1,863 | New |
| ETF Portfolio Partners, Inc. | 1,865 | $797.3K | 0.29% | +152+8.9% | Added |
| Charles Schwab Investment Advisory, Inc. | 1,866 | $797.7K | 0.00% | −110−5.6% | Reduced |
| Radnor Capital Management, LLC | 1,872 | $800.0K | 0.16% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $801.5K | 0.61% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 1,885 | $805.8K | 0.50% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 1,887 | $806.8K | 0.24% | +17+0.9% | Added |
| Myecfo, LLC | 1,893 | $809.1K | 0.56% | +75+4.1% | Added |
| IMA Wealth, Inc. | 1,893 | $809.2K | 0.21% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 1,907 | $815.2K | 2.44% | −320−14.4% | Reduced |
| Coppell Advisory Solutions LLC | 2,144 | $819.9K | 0.29% | −129−5.7% | Reduced |
| Your Advocates Ltd., LLP | 1,923 | $822.0K | 0.49% | −194−9.2% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 1,923 | $822.0K | 0.28% | −26−1.3% | Reduced |
| Graybill Bartz & Assoc Ltd | 1,923 | $822.0K | 0.40% | +348+22.1% | Added |
| Drive Wealth Management, LLC | 1,919 | $823.4K | 0.30% | +45+2.4% | Added |
| Nichols & Pratt Advisers LLP | 1,927 | $823.8K | 0.06% | +1,427+285.4% | Added |
| O'Rourke & Company, Inc | 1,929 | $825.0K | 0.60% | +55+2.9% | Added |
| Silver Oak Advisory Group, Inc. | 1,937 | $827.0K | 0.54% | −43−2.2% | Reduced |
| BOS Asset Management, LLC | 1,939 | $828.9K | 0.61% | +110+6.0% | Added |
| Crossmark Global Holdings, Inc. | 1,910 | $830.0K | 0.02% | +23+1.2% | Added |
| Cora Capital Advisors LLC | 1,942 | $830.3K | 0.56% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 1,943 | $830.6K | 0.56% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1,944 | $831.0K | 0.34% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 1,944 | $831.1K | 0.19% | +1+0.1% | Added |
| Alerus Financial NA | 1,949 | $833.2K | 0.07% | −297−13.2% | Reduced |
| 626 Financial, LLC | 1,957 | $836.6K | 0.57% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 1,958 | $836.9K | 0.71% | +2+0.1% | Added |
| Asset Planning Corporation | 1,960 | $838.1K | 0.64% | −93−4.5% | Reduced |
| Cornerstone Planning Group LLC | 1,964 | $839.7K | 0.32% | +10+0.5% | Added |
| N.E.W. Advisory Services LLC | 1,971 | $842.8K | 0.12% | +1+0.1% | Added |
| Pine Haven Investment Counsel, Inc | 1,977 | $845.1K | 0.88% | +2+0.1% | Added |
| ORG Partners LLC | 1,978 | $845.9K | 0.25% | −5,788−74.5% | Reduced |
| Bellecapital International Ltd. | 1,979 | $846.0K | 0.21% | −21,338−91.5% | Reduced |
| Capital Counsel LLC | 1,984 | $848.1K | 0.05% | +249+14.4% | Added |
| Fountainhead AM, LLC | 1,985 | $848.8K | 0.30% | +327+19.7% | Added |
| Ti-Trust, Inc | 1,986 | $849.0K | 0.81% | −46−2.3% | Reduced |
| Awm Capital, LLC | 1,989 | $850.4K | 0.17% | +1+0.1% | Added |
| Dorchester Wealth Management Co | 1,992 | $851.5K | 0.17% | +101+5.3% | Added |
| Affinity Capital Advisors, LLC | 1,998 | $854.0K | 0.23% | −14−0.7% | Reduced |
| EMC Capital Management | 2,000 | $854.0K | 0.63% | +274+15.9% | Added |
| Primoris Wealth Advisors, LLC | 2,000 | $855.0K | 1.03% | −44−2.2% | Reduced |
| Virginia Wealth Management Group, Inc. | 2,000 | $855.0K | 0.58% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 2,001 | $855.4K | 0.77% | −55−2.7% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,007 | $858.0K | 0.13% | +66+3.4% | Added |
| Chapman Investment Management, LLC | 2,017 | $862.2K | 0.73% | −75−3.6% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 2,026 | $866.1K | 0.80% | +119+6.2% | Added |
| Archer Investment Corp | 2,026 | $866.3K | 0.30% | +1,219+151.1% | Added |
| TFB Advisors LLC | 2,030 | $867.6K | 1.05% | +130+6.8% | Added |
| Consilium Wealth Advisory, LLC | 2,033 | $868.9K | 0.61% | +2+0.1% | Added |
| Exchange Bank | 2,033 | $869.1K | 0.83% | −592−22.6% | Reduced |
| Rogco, LP | 2,035 | $869.9K | 0.43% | +2,035 | New |
| Prossimo Advisors, LLC | 2,050 | $876.0K | 2.07% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,050 | $876.3K | 0.03% | −128−5.9% | Reduced |
| Park Edge Advisors, LLC | 2,051 | $876.6K | 0.32% | −37−1.8% | Reduced |
| Asset Planning Services Inc | 2,053 | $878.0K | 0.58% | −384−15.8% | Reduced |
| Heartwood Wealth Advisors LLC | 2,057 | $879.5K | 0.13% | +7+0.3% | Added |
| Naviter Wealth, LLC | 2,050 | $879.7K | 0.21% | −243−10.6% | Reduced |
| Private Wealth Strategies, L.L.C. | 2,060 | $880.8K | 0.22% | −50−2.4% | Reduced |
| Viewpoint Capital Management LLC | 2,063 | $881.9K | 0.70% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 2,064 | $882.0K | 0.43% | +75+3.8% | Added |
| Excalibur Management Corp | 2,065 | $882.7K | 0.46% | −408−16.5% | Reduced |
| Sym Financial Corp | 2,066 | $883.2K | 0.16% | −19−0.9% | Reduced |
| Vestor Capital, LLC | 2,069 | $885.0K | 0.10% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 2,065 | $885.1K | 0.44% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 2,073 | $886.2K | 0.06% | +76+3.8% | Added |
| BOK Financial Private Wealth, Inc. | 2,069 | $887.7K | 0.08% | +45+2.2% | Added |
| Arq Wealth Advisors, LLC | 2,077 | $887.9K | 0.66% | −121−5.5% | Reduced |
| Lloyd Advisory Services, LLC. | 2,077 | $887.9K | 0.29% | +2,077 | New |
| Norden Group LLC | 2,077 | $887.9K | 0.29% | +2,077 | New |
| Courage Miller Partners, LLC | 2,084 | $890.9K | 0.37% | 00.0% | Unchanged |
| ING Groep NV | 2,084 | $890.9K | 0.01% | +2,084 | New |
| London Co of Virginia | 2,084 | $890.9K | 0.01% | +134+6.9% | Added |
| Empire Financial Management Company, LLC | 2,086 | $892.1K | 0.39% | −65−3.0% | Reduced |
| Fulton Bank, N.A. | 2,088 | $892.6K | 0.04% | −100−4.6% | Reduced |
| Lincoln Capital Corp | 2,090 | $893.4K | 0.48% | +75+3.7% | Added |
| Yarger Wealth Strategies, LLC | 2,091 | $894.0K | 0.76% | −209−9.1% | Reduced |
| Summit X, LLC | 2,099 | $897.7K | 0.28% | +192+10.1% | Added |
| Marcum Wealth, LLC | 2,108 | $901.2K | 0.11% | −15−0.7% | Reduced |
| Miramar Capital, LLC | 2,111 | $902.4K | 0.25% | −91−4.1% | Reduced |
| American Financial Advisors, LLC | 2,119 | $905.9K | 0.14% | +600+39.5% | Added |
| Ratio Wealth Group | 2,121 | $906.6K | 0.23% | +323+18.0% | Added |
| McGuire Investment Group, LLC | 2,121 | $906.7K | 0.17% | −188−8.1% | Reduced |
| Alpha Financial Partners, LLC | 2,122 | $907.0K | 1.05% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,124 | $907.8K | 0.06% | +10.0% | Added |
| Buffington Mohr McNeal | 2,125 | $908.4K | 0.21% | +120+6.0% | Added |
| Pekin Hardy Strauss, Inc. | 2,126 | $908.6K | 0.14% | −28−1.3% | Reduced |
| Midwest Financial Group LLC | 2,129 | $910.0K | 0.77% | +50+2.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,138 | $914.1K | 0.59% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,142 | $915.6K | 0.23% | −20−0.9% | Reduced |
| Wellington Shields Capital Management, LLC | 2,143 | $916.3K | 0.12% | +187+9.6% | Added |
| Lam Group, Inc. | 2,150 | $919.1K | 0.90% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 3,152 | $920.0K | 0.19% | +879+38.7% | Added |
| Day & Ennis, LLC | 2,154 | $920.8K | 0.34% | −79−3.5% | Reduced |