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 |
|---|---|---|---|---|---|
| Ramsay, Stattman, Vela & Price, Inc. | 5,707 | $2.44M | 0.53% | +145+2.6% | Added |
| Octavia Wealth Advisors, LLC | 5,683 | $2.44M | 0.49% | +662+13.2% | Added |
| Barrett & Company, Inc. | 5,681 | $2.43M | 1.43% | +881+18.4% | Added |
| McAdam, LLC | 5,671 | $2.42M | 0.20% | +545+10.6% | Added |
| Goldstream Capital Management Ltd | 5,650 | $2.42M | 1.95% | +5,650 | New |
| Desjardins Global Asset Management Inc. | 5,657 | $2.42M | 0.26% | +3,451+156.4% | Added |
| McIlrath & Eck, LLC | 5,653 | $2.42M | 0.49% | −167−2.9% | Reduced |
| Waterloo Capital, L.P. | 5,651 | $2.42M | 0.71% | −606−9.7% | Reduced |
| OneAscent Financial Services LLC | 5,647 | $2.41M | 0.63% | +5,647 | New |
| DB Wealth Management Group, LLC | 5,642 | $2.41M | 1.52% | +17+0.3% | Added |
| Tennessee Valley Asset Management Partners | 5,638 | $2.41M | 0.79% | −27−0.5% | Reduced |
| Paladin Advisory Group, LLC | 5,627 | $2.41M | 2.03% | −212−3.6% | Reduced |
| Jackson Square Capital, LLC | 5,612 | $2.40M | 0.96% | +149+2.7% | Added |
| Smith Chas P & Associates Pa Cpas | 5,613 | $2.40M | 0.17% | −258−4.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,605 | $2.40M | 0.84% | −36−0.6% | Reduced |
| City Holding Co | 5,599 | $2.39M | 0.43% | +30+0.5% | Added |
| Capital City Trust Co | 5,595 | $2.39M | 0.79% | +327+6.2% | Added |
| Laurel Wealth Planning LLC | 5,579 | $2.38M | 1.86% | −215−3.7% | Reduced |
| Silverleafe Capital Partners, LLC | 5,579 | $2.38M | 1.22% | +596+12.0% | Added |
| Towerpoint Wealth, LLC | 5,567 | $2.38M | 1.41% | −185−3.2% | Reduced |
| Wealth Management Partners, LLC | 5,563 | $2.38M | 1.48% | −111−2.0% | Reduced |
| Sittner & Nelson, LLC | 5,540 | $2.37M | 1.36% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 5,532 | $2.36M | 0.59% | −91−1.6% | Reduced |
| Asset Allocation & Management Company, LLC | 5,527 | $2.36M | 1.41% | −7,140−56.4% | Reduced |
| Intelligence Driven Advisers, LLC | 5,556 | $2.36M | 0.42% | −63−1.1% | Reduced |
| Credential Qtrade Securities Inc. | 5,514 | $2.36M | 0.16% | +293+5.6% | Added |
| WNY Asset Management, LLC | 5,484 | $2.34M | 0.46% | +10.0% | Added |
| Means Investment Co., Inc. | 5,481 | $2.34M | 0.38% | −57−1.0% | Reduced |
| Clearbridge Investments, LLC | 5,479 | $2.34M | 0.00% | +2,041+59.4% | Added |
| Affiance Financial, LLC | 5,463 | $2.34M | 1.19% | +163+3.1% | Added |
| Solstein Capital, LLC | 5,460 | $2.33M | 2.01% | +2,870+110.8% | Added |
| Financial Advisors Network, Inc. | 5,446 | $2.33M | 0.52% | +5,446 | New |
| Northern Oak Wealth Management Inc | 5,446 | $2.33M | 0.29% | −151−2.7% | Reduced |
| High Net Worth Advisory Group LLC | 5,445 | $2.33M | 0.93% | −213−3.8% | Reduced |
| ML & R Wealth Management LLC | 5,438 | $2.32M | 0.61% | +17+0.3% | Added |
| Chesapeake Asset Management LLC | 5,419 | $2.32M | 2.26% | +481+9.7% | Added |
| Parkside Financial Bank & Trust | 5,401 | $2.31M | 0.53% | −449−7.7% | Reduced |
| Summit Financial Strategies, Inc. | 5,400 | $2.31M | 0.44% | +292+5.7% | Added |
| Pier 88 Investment Partners LLC | 5,400 | $2.31M | 0.58% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 5,399 | $2.31M | 0.54% | +415+8.3% | Added |
| Mathes Company, Inc. | 5,392 | $2.31M | 1.07% | +289+5.7% | Added |
| Interchange Capital Partners, LLC | 5,391 | $2.30M | 1.83% | −2,536−32.0% | Reduced |
| Sky Investment Group LLC | – | $2.30M | 0.52% | – | – |
| Financial Advisory Corp | 5,383 | $2.30M | 1.06% | −139−2.5% | Reduced |
| Price T Rowe Associates Inc | 5,364 | $2.29M | 0.00% | +946+21.4% | Added |
| Capital Asset Advisory Services LLC | 5,254 | $2.29M | 0.16% | −730−12.2% | Reduced |
| Aldebaran Financial Inc. | 5,357 | $2.29M | 3.74% | +466+9.5% | Added |
| Marquette Asset Management, LLC | 5,356 | $2.29M | 0.54% | −55−1.0% | Reduced |
| Wealthquest Corp | 5,343 | $2.28M | 0.28% | +544+11.3% | Added |
| Charter Research & Investment Group, Inc. | 5,341 | $2.28M | 2.06% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 5,325 | $2.28M | 0.19% | −128−2.3% | Reduced |
| East Coast Asset Management, LLC. | 5,319 | $2.27M | 1.03% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 5,311 | $2.27M | 0.50% | +17+0.3% | Added |
| WealthTrust Asset Management, LLC | 5,310 | $2.27M | 2.11% | −5,794−52.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 5,290 | $2.26M | 0.67% | +252+5.0% | Added |
| LaFleur & Godfrey LLC | 5,285 | $2.26M | 0.36% | −376−6.6% | Reduced |
| FinTrust Capital Advisors, LLC | 5,277 | $2.26M | 0.50% | +1,582+42.8% | Added |
| Roger Wittlin Investment Advisory, LLC | 5,260 | $2.25M | 1.91% | +114+2.2% | Added |
| BEAM Asset Management, LLC | 5,254 | $2.25M | 1.60% | −281−5.1% | Reduced |
| Anchor Investment Management, LLC | 5,254 | $2.25M | 0.29% | +63+1.2% | Added |
| Litman Gregory Asset Management LLC | 5,250 | $2.24M | 0.23% | +16+0.3% | Added |
| Willis Johnson & Associates, Inc. | 5,237 | $2.24M | 0.24% | −84−1.6% | Reduced |
| Symphony Financial, Ltd. Co. | 5,238 | $2.24M | 0.55% | −373−6.6% | Reduced |
| SigFig Wealth Management, LLC | 5,236 | $2.24M | 0.09% | +517+11.0% | Added |
| InTrack Investment Management Inc | 5,220 | $2.23M | 1.96% | +161+3.2% | Added |
| Insight 2811, Inc. | 5,200 | $2.22M | 1.26% | −36−0.7% | Reduced |
| Silver Oak Securities, Inc | 5,192 | $2.22M | 0.48% | −2,596−33.3% | Reduced |
| Teamwork Financial Advisors, LLC | 5,182 | $2.22M | 0.36% | +1,288+33.1% | Added |
| WealthShield Partners, LLC | 5,152 | $2.21M | 0.33% | +813+18.7% | Added |
| Joseph P. Lucia & Associates, LLC | 5,167 | $2.21M | 1.54% | +269+5.5% | Added |
| Parsons Capital Management Inc | 5,160 | $2.21M | 0.17% | −84−1.6% | Reduced |
| Parkside Investments, LLC | 5,139 | $2.20M | 0.40% | −519−9.2% | Reduced |
| Summit Place Financial Advisors, LLC | 5,136 | $2.20M | 1.56% | +63+1.2% | Added |
| SRS Capital Advisors, Inc. | 5,130 | $2.19M | 0.27% | +2,094+69.0% | Added |
| Investmark Advisory Group LLC | 5,116 | $2.19M | 1.48% | −167−3.2% | Reduced |
| Rede Wealth, LLC | 5,113 | $2.19M | 1.10% | −615−10.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 5,108 | $2.18M | 1.73% | +18+0.4% | Added |
| Ironwood Financial, llc | 5,101 | $2.18M | 0.59% | −18−0.4% | Reduced |
| Leeward Financial Partners, LLC | 5,099 | $2.18M | 1.21% | 00.0% | Unchanged |
| Cooper Financial Group | 5,055 | $2.16M | 0.52% | −1,809−26.4% | Reduced |
| Rice Partnership, LLC | 5,050 | $2.16M | 0.61% | −106−2.1% | Reduced |
| Amussen Hunsaker Associates LLC | 5,037 | $2.16M | 0.49% | −1,266−20.1% | Reduced |
| XY Capital Ltd | 5,047 | $2.16M | 1.98% | −2,744−35.2% | Reduced |
| Duncker Streett & Co Inc | 5,040 | $2.15M | 0.50% | +39+0.8% | Added |
| Essex Savings Bank | 5,038 | $2.15M | 0.73% | +269+5.6% | Added |
| Newbridge Financial Services Group, Inc. | 5,030 | $2.15M | 1.08% | −28−0.6% | Reduced |
| LWS Wealth Advisors, Inc. | 5,030 | $2.15M | 0.94% | −64−1.3% | Reduced |
| Carmel Capital Partners, LLC | 5,011 | $2.14M | 0.96% | +4,911+4,911.0% | Added |
| ZRC Wealth Management, LLC | 5,002 | $2.14M | 1.85% | −59−1.2% | Reduced |
| MYDA Advisors LLC | 5,000 | $2.14M | 0.80% | +5,000 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,999 | $2.14M | 0.42% | +4,999 | New |
| Lion Street Advisors, LLC | 4,998 | $2.14M | 0.70% | +1,199+31.6% | Added |
| Financial Network Wealth Management LLC | 4,977 | $2.13M | 1.04% | −176−3.4% | Reduced |
| Compass Wealth Management LLC | 4,988 | $2.13M | 0.67% | +145+3.0% | Added |
| Pavion Blue Capital, LLC | 4,986 | $2.13M | 1.30% | −41−0.8% | Reduced |
| Lawson Kroeker Investment Management Inc | 4,983 | $2.13M | 0.47% | +4,983 | New |
| Jaffetilchin Investment Partners, LLC | 4,968 | $2.12M | 0.23% | +84+1.7% | Added |
| Erickson Financial Group, LLC | 4,967 | $2.12M | 1.99% | +25+0.5% | Added |
| Verus Capital Partners, LLC | 4,956 | $2.12M | 0.30% | +718+16.9% | Added |
| Russell Investments Group, Ltd. | 4,955 | $2.12M | 0.00% | −606−10.9% | Reduced |