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 |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,253 | $3.99M | 0.04% | +781+9.2% | Added |
| John W. Brooker & Co., CPAs | 9,323 | $3.99M | 2.52% | +20.0% | Added |
| Legacy Capital Group California, Inc. | 9,245 | $3.95M | 1.70% | −3,238−25.9% | Reduced |
| Private Capital Management, LLC | 9,238 | $3.95M | 0.48% | +280+3.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 9,225 | $3.94M | 0.29% | −199−2.1% | Reduced |
| Private Ocean, LLC | 9,221 | $3.94M | 0.50% | −18−0.2% | Reduced |
| Zions Bancorporation, N.A. | 9,208 | $3.94M | 0.35% | −509−5.2% | Reduced |
| Founders Financial Alliance, LLC | 9,207 | $3.94M | 1.72% | −64−0.7% | Reduced |
| American Century Companies Inc | 9,176 | $3.92M | 0.00% | −4,314−32.0% | Reduced |
| Abner Herrman & Brock LLC | 9,145 | $3.91M | 0.60% | +7,552+474.1% | Added |
| Stephenson National Bank & Trust | 9,139 | $3.91M | 2.18% | −48−0.5% | Reduced |
| P&S Credit Management, L.P. | 9,136 | $3.91M | 17.55% | +9,136 | New |
| Millington Financial Advisors, LLC | 9,115 | $3.90M | 3.49% | +10.0% | Added |
| Wimmer Associates 1, LLC | 9,013 | $3.85M | 2.40% | −351−3.7% | Reduced |
| Charter Trust Co | 9,009 | $3.85M | 0.31% | −171−1.9% | Reduced |
| NWF Advisory Services Inc. | 9,002 | $3.85M | 0.91% | +1,003+12.5% | Added |
| MTM Investment Management, LLC | 9,001 | $3.85M | 1.94% | +59+0.7% | Added |
| BlueSky Wealth Advisors, LLC | 9,000 | $3.85M | 0.79% | −198−2.2% | Reduced |
| Bluefin Capital Management, LLC | 9,000 | $3.85M | 0.34% | +8,179+996.2% | Added |
| Rehmann Capital Advisory Group | 8,984 | $3.84M | 0.36% | −39−0.4% | Reduced |
| Charter Oak Capital Management, LLC | 8,984 | $3.84M | 0.51% | −792−8.1% | Reduced |
| Concorde Asset Management, LLC | 8,967 | $3.83M | 3.45% | +8,008+835.0% | Added |
| United Bank | 8,960 | $3.83M | 0.50% | +230+2.6% | Added |
| Bridge Advisory, LLC | 8,943 | $3.82M | 1.34% | +8,260+1,209.4% | Added |
| Nikulski Financial, Inc. | 8,932 | $3.82M | 1.58% | −50−0.6% | Reduced |
| Guidance Point Advisors, LLC | 8,905 | $3.81M | 1.55% | +430+5.1% | Added |
| ASB Consultores, LLC | 8,900 | $3.80M | 1.50% | −31,783−78.1% | Reduced |
| WPWealth LLP | 8,894 | $3.80M | 1.45% | +112+1.3% | Added |
| Wealthstream Advisors, Inc. | 8,888 | $3.80M | 1.96% | +17+0.2% | Added |
| Second Half Financial Partners, LLC | 8,851 | $3.78M | 1.88% | −1,622−15.5% | Reduced |
| Roberts Glore & Co Inc | 8,749 | $3.74M | 1.24% | −1,302−13.0% | Reduced |
| Capital World Investors | 8,727 | $3.74M | 0.00% | +1,591+22.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 8,733 | $3.73M | 1.35% | +8,733 | New |
| Dunhill Financial, LLC | 8,573 | $3.73M | 2.35% | +127+1.5% | Added |
| Empowered Funds, LLC | 8,685 | $3.71M | 0.11% | +8,685 | New |
| Peregrine Asset Advisers, Inc. | 8,672 | $3.71M | 1.92% | +1,392+19.1% | Added |
| Garden State Investment Advisory Services LLC | 8,654 | $3.70M | 1.72% | +39+0.5% | Added |
| KLK Capital Management LLC | 8,660 | $3.70M | 4.96% | −3,021−25.9% | Reduced |
| Sage Rhino Capital LLC | 8,644 | $3.70M | 1.04% | +30+0.3% | Added |
| My Personal CFO, LLC | 8,636 | $3.69M | 2.98% | 00.0% | Unchanged |
| Sightline Wealth Advisors, LLC | 8,636 | $3.69M | 3.45% | +26+0.3% | Added |
| Baron Wealth Management LLC | 8,634 | $3.69M | 2.36% | −753−8.0% | Reduced |
| Waycross Investment Management Co | 8,607 | $3.68M | 4.23% | +54+0.6% | Added |
| Asset Advisors Investment Management, LLC | 8,577 | $3.67M | 0.49% | −1,030−10.7% | Reduced |
| Capital CS Group, LLC | 8,561 | $3.66M | 4.35% | −581−6.4% | Reduced |
| Colony Family Offices, LLC | 8,518 | $3.65M | 1.56% | −201−2.3% | Reduced |
| Accurate Wealth Management, LLC | 8,378 | $3.65M | 1.15% | −2,972−26.2% | Reduced |
| Clarity Financial LLC | 8,541 | $3.65M | 0.63% | +233+2.8% | Added |
| Sequent Asset Management, LLC | 8,509 | $3.64M | 3.99% | +400+4.9% | Added |
| Lakeview Capital Partners, LLC | 8,507 | $3.64M | 0.71% | −782−8.4% | Reduced |
| Loudon Investment Management, LLC | 8,485 | $3.63M | 2.50% | −93−1.1% | Reduced |
| NWK Group, Inc. | 8,484 | $3.63M | 2.23% | +210+2.5% | Added |
| Donaldson Capital Management, LLC | 8,476 | $3.62M | 0.17% | −130−1.5% | Reduced |
| Omega Financial Group, LLC | 8,470 | $3.62M | 1.77% | −41−0.5% | Reduced |
| Acorn Financial Advisory Services Inc | 8,461 | $3.62M | 0.65% | −3,111−26.9% | Reduced |
| Family Legacy, Inc. | 8,462 | $3.62M | 1.51% | −236−2.7% | Reduced |
| Weinberger Asset Management, Inc | 8,459 | $3.62M | 2.06% | −60−0.7% | Reduced |
| Sterneck Capital Management, LLC | 8,453 | $3.61M | 2.41% | −367−4.2% | Reduced |
| Castleview Partners, LLC | 8,452 | $3.61M | 3.34% | −3,398−28.7% | Reduced |
| EverSource Wealth Advisors, LLC | 8,422 | $3.60M | 0.38% | +1,939+29.9% | Added |
| WMS Partners, LLC | 8,420 | $3.60M | 0.28% | +9+0.1% | Added |
| McAlister, Sweet & Associates, Inc. | 8,418 | $3.60M | 3.06% | −57−0.7% | Reduced |
| Auxano Advisors, LLC | 8,414 | $3.60M | 1.47% | −5,848−41.0% | Reduced |
| Metlife Inc | 8,378 | $3.59M | 36.58% | −43−0.5% | Reduced |
| Tower View Investment Management & Research LLC | 8,390 | $3.59M | 2.52% | −116−1.4% | Reduced |
| RWM Asset Management, LLC | 8,391 | $3.59M | 0.72% | −20−0.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 8,360 | $3.59M | 0.89% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 8,372 | $3.58M | 3.96% | +987+13.4% | Added |
| Alley Investment Management Company, LLC | 8,363 | $3.58M | 0.61% | −53−0.6% | Reduced |
| McDonald Partners LLC | 8,346 | $3.57M | 1.16% | −25−0.3% | Reduced |
| Lockerman Financial Group, Inc. | 8,335 | $3.56M | 9.58% | +571+7.4% | Added |
| Key Client Fiduciary Advisors, LLC | 8,296 | $3.55M | 2.18% | +1,046+14.4% | Added |
| NVWM, LLC | 8,244 | $3.52M | 1.15% | +1,745+26.9% | Added |
| RKL Wealth Management LLC | 8,244 | $3.52M | 0.43% | −651−7.3% | Reduced |
| Pegasus Asset Management, Inc. | 8,241 | $3.52M | 1.64% | −15−0.2% | Reduced |
| TruWealth Advisors, LLC | 8,228 | $3.52M | 0.30% | +46+0.6% | Added |
| Berger Financial Group, Inc | 8,216 | $3.51M | 0.40% | −549−6.3% | Reduced |
| Sturgeon Ventures LLP | 8,216 | $3.51M | 4.62% | −228−2.7% | Reduced |
| Braun Stacey Associates Inc | 8,210 | $3.51M | 0.17% | 00.0% | Unchanged |
| GSG Advisors LLC | 8,182 | $3.50M | 1.71% | +8,182 | New |
| Yacktman Asset Management LP | 8,151 | $3.48M | 0.03% | +4,011+96.9% | Added |
| Gainplan LLC | 8,151 | $3.48M | 4.85% | −154,389−95.0% | Reduced |
| Apella Capital, LLC | 8,139 | $3.48M | 0.25% | +457+5.9% | Added |
| Annex Advisory Services, LLC | 8,108 | $3.47M | 0.21% | +171+2.2% | Added |
| Cherrydale Wealth Management, LLC | 8,095 | $3.46M | 2.06% | +29+0.4% | Added |
| Catalyst Private Wealth, LLC | 8,074 | $3.45M | 2.04% | +633+8.5% | Added |
| Madrona Financial Services, LLC | 8,055 | $3.44M | 1.57% | −24,073−74.9% | Reduced |
| Cohen & Steers, Inc. | 8,047 | $3.44M | 0.01% | +3,344+71.1% | Added |
| Orin Green Financial, LLC | 8,047 | $3.44M | 1.91% | −23−0.3% | Reduced |
| Covenant Asset Management, LLC | 8,042 | $3.44M | 1.06% | +279+3.6% | Added |
| Regis Acquisition Inc. | 8,035 | $3.44M | 1.45% | −337−4.0% | Reduced |
| Juncture Wealth Strategies, LLC | 8,034 | $3.43M | 1.68% | −2,947−26.8% | Reduced |
| Clientfirst Wealth Management, LLC | 7,861 | $3.42M | 4.16% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 8,006 | $3.42M | 1.73% | +28+0.4% | Added |
| Centennial Bank | 7,998 | $3.42M | 2.36% | +741+10.2% | Added |
| Ridgecrest Wealth Partners, LLC | 7,996 | $3.42M | 2.40% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 7,991 | $3.42M | 4.99% | −7,882−49.7% | Reduced |
| Laraway Financial Inc | 7,962 | $3.40M | 3.55% | −115−1.4% | Reduced |
| Single Point Partners, LLC | 7,955 | $3.40M | 0.89% | −4,097−34.0% | Reduced |
| Madden Advisory Services, Inc. | 7,952 | $3.40M | 2.15% | −956−10.7% | Reduced |