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 |
|---|---|---|---|---|---|
| Noesis Capital Mangement Corp | 4,955 | $2.12M | 0.56% | +50+1.0% | Added |
| Cadinha & Co LLC | 4,950 | $2.12M | 0.47% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 4,929 | $2.11M | 0.97% | 00.0% | Unchanged |
| Geometric Wealth Advisors | 4,908 | $2.10M | 0.65% | +10+0.2% | Added |
| Ironwood Wealth Management, LLC. | 4,906 | $2.10M | 0.86% | −657−11.8% | Reduced |
| Cahaba Wealth Management, Inc. | 4,904 | $2.10M | 0.23% | +27+0.6% | Added |
| Headlands Technologies LLC | 4,902 | $2.10M | 1.03% | −1,924−28.2% | Reduced |
| SOA Wealth Advisors, LLC. | 4,901 | $2.09M | 0.52% | −409−7.7% | Reduced |
| Gemmer Asset Management LLC | 4,898 | $2.09M | 0.28% | −73−1.5% | Reduced |
| JustInvest LLC | 4,888 | $2.09M | 0.06% | +2,486+103.5% | Added |
| Eagle Asset Management Inc | 4,872 | $2.08M | 0.01% | +4,872 | New |
| AQR Capital Management LLC | 4,869 | $2.08M | 0.00% | +3,019+163.2% | Added |
| Parker Financial LLC | 4,865 | $2.08M | 1.45% | −1,313−21.3% | Reduced |
| Private Wealth Group, LLC | 4,852 | $2.07M | 1.36% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 4,849 | $2.07M | 2.87% | +139+3.0% | Added |
| Hardy Reed LLC | 4,841 | $2.07M | 0.38% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 4,837 | $2.07M | 0.17% | −2,619−35.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,837 | $2.07M | 0.60% | +415+9.4% | Added |
| MidWestOne Financial Group, Inc. | 4,836 | $2.07M | 0.47% | +106+2.2% | Added |
| Augustine Asset Management Inc | 4,822 | $2.06M | 0.95% | 00.0% | Unchanged |
| Verum Partners LLC | 4,811 | $2.06M | 0.92% | +4,238+739.6% | Added |
| Beese Fulmer Investment Management, Inc. | 4,811 | $2.06M | 0.23% | −53−1.1% | Reduced |
| Searle & Co. | 4,805 | $2.05M | 0.70% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 4,786 | $2.04M | 1.63% | −67−1.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,776 | $2.04M | 0.67% | −106−2.2% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 4,752 | $2.03M | 0.11% | 00.0% | Unchanged |
| First PREMIER Bank | 4,750 | $2.03M | 0.62% | −2,220−31.9% | Reduced |
| ProVise Management Group, LLC | 4,744 | $2.03M | 0.19% | −271−5.4% | Reduced |
| Community Financial Services Group, LLC | 4,737 | $2.02M | 0.51% | +4,737 | New |
| Rational Advisors LLC | 4,729 | $2.02M | 0.18% | −1,476−23.8% | Reduced |
| TNF LLC | 4,737 | $2.02M | 0.94% | −20.0% | Reduced |
| AlphaQ Advisors LLC | 4,725 | $2.02M | 1.76% | +16+0.3% | Added |
| Arlington Partners LLC | 4,719 | $2.02M | 0.83% | −1,210−20.4% | Reduced |
| Arlington Trust Co LLC | 4,719 | $2.02M | 0.83% | +4,719 | New |
| Ameliora Wealth Management Ltd. | 4,699 | $2.01M | 1.19% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 4,685 | $2.00M | 1.17% | −226−4.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,683 | $2.00M | 0.46% | −350−7.0% | Reduced |
| Semus Wealth Partners LLC | 4,674 | $2.00M | 1.86% | +338+7.8% | Added |
| Cooper/Haims Advisors, LLC | 4,663 | $1.99M | 1.55% | −32−0.7% | Reduced |
| Bull Street Advisors, LLC | 4,657 | $1.99M | 1.05% | −25−0.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,656 | $1.99M | 0.24% | −459−9.0% | Reduced |
| SeaBridge Investment Advisors LLC | 4,655 | $1.99M | 0.66% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4,654 | $1.99M | 0.27% | −75−1.6% | Reduced |
| GW&K Investment Management, LLC | 4,641 | $1.98M | 0.02% | +1,718+58.8% | Added |
| Northside Capital Management, LLC | 4,637 | $1.98M | 0.46% | −10.0% | Reduced |
| Signature Securities Group Corporation | 4,619 | $1.98M | 0.75% | −721−13.5% | Reduced |
| Index Fund Advisors, Inc. | 4,633 | $1.98M | 0.13% | −307−6.2% | Reduced |
| Black Diamond Financial, LLC | 4,632 | $1.98M | 0.61% | +765+19.8% | Added |
| Nuveen Asset Management, LLC | 4,632 | $1.98M | 0.00% | +132+2.9% | Added |
| James Investment Research Inc | 4,631 | $1.98M | 0.26% | +189+4.3% | Added |
| Nottingham Advisors, Inc. | 4,607 | $1.97M | 0.30% | +461+11.1% | Added |
| Trail Ridge Investment Advisors, LLC | 4,600 | $1.97M | 1.34% | −80−1.7% | Reduced |
| Patton Albertson Miller Group, LLC | 4,596 | $1.96M | 0.39% | −12−0.3% | Reduced |
| Quantum Private Wealth, LLC | 4,592 | $1.96M | 0.94% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 4,590 | $1.96M | 0.57% | +565+14.0% | Added |
| Spring Capital Management, LLC | 4,590 | $1.96M | 1.65% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 4,585 | $1.96M | 0.81% | +219+5.0% | Added |
| HCR Wealth Advisors | 4,565 | $1.95M | 0.43% | −263−5.4% | Reduced |
| PBMares Wealth Management LLC | 4,564 | $1.95M | 0.70% | +740+19.4% | Added |
| Horizon Investment Services, LLC | 4,563 | $1.95M | 1.17% | +22+0.5% | Added |
| Beaumont Financial Advisors, LLC | 4,560 | $1.95M | 0.19% | −36−0.8% | Reduced |
| Brand Asset Management Group, Inc. | 4,553 | $1.95M | 1.00% | +14+0.3% | Added |
| Denver Wealth Management, Inc. | 4,539 | $1.94M | 1.26% | −444−8.9% | Reduced |
| MPS Loria Financial Planners, LLC | 4,534 | $1.94M | 0.76% | +815+21.9% | Added |
| Epiq Partners, LLC | 4,531 | $1.94M | 1.46% | −275−5.7% | Reduced |
| Ascent Wealth Partners, LLC | 4,524 | $1.93M | 0.36% | −2,520−35.8% | Reduced |
| White Lighthouse Investment Management Inc. | 4,519 | $1.93M | 0.47% | +399+9.7% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 4,514 | $1.93M | 0.44% | −143−3.1% | Reduced |
| Warner Financial, Inc | 4,509 | $1.93M | 1.28% | +6+0.1% | Added |
| Red Lighthouse Investment Management, LLC | 4,505 | $1.93M | 0.91% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 4,484 | $1.92M | 0.66% | −198−4.2% | Reduced |
| Woodmont Investment Counsel LLC | 4,501 | $1.92M | 0.20% | +95+2.2% | Added |
| Formidable Asset Management, LLC | 4,499 | $1.92M | 0.43% | −130−2.8% | Reduced |
| Builder Investment Group Inc | 4,484 | $1.92M | 0.75% | −61−1.3% | Reduced |
| Strata Wealth Advisors, LLC | 4,482 | $1.92M | 0.92% | +4,482 | New |
| Polaris Wealth Advisory Group, LLC | 4,479 | $1.91M | 0.15% | +2,362+111.6% | Added |
| Koss-Olinger Consulting, LLC | 4,474 | $1.91M | 0.28% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 4,452 | $1.91M | 1.09% | +8+0.2% | Added |
| Evensky & Katz LLC | 4,466 | $1.91M | 0.16% | +41+0.9% | Added |
| Country Trust Bank | 4,447 | $1.90M | 0.06% | −93−2.0% | Reduced |
| Affinity Wealth Management LLC | 4,425 | $1.89M | 0.44% | +26+0.6% | Added |
| Mosaic Family Wealth Partners, LLC | 4,423 | $1.89M | 0.38% | +12+0.3% | Added |
| Oak Harbor Wealth Partners, LLC | 4,421 | $1.89M | 0.67% | −516−10.5% | Reduced |
| Bordeaux Wealth Advisors LLC | 818 | $1.89M | 0.76% | +818 | New |
| Eldridge Investment Advisors, Inc. | 4,416 | $1.89M | 0.63% | −557−11.2% | Reduced |
| Safeguard Financial, LLC | 4,402 | $1.88M | 0.91% | −159−3.5% | Reduced |
| Annapolis Financial Services, LLC | 4,401 | $1.88M | 0.54% | +1,036+30.8% | Added |
| Bennett Selby Investments LP | 4,397 | $1.88M | 1.10% | +6+0.1% | Added |
| Roffman Miller Associates Inc | 4,389 | $1.88M | 0.15% | +135+3.2% | Added |
| LaSalle St. Investment Advisors, LLC | 4,380 | $1.87M | 0.93% | +712+19.4% | Added |
| Toth Financial Advisory Corp | 4,363 | $1.87M | 0.28% | −136−3.0% | Reduced |
| Aull & Monroe Investment Management Corp | 4,361 | $1.86M | 0.97% | +18+0.4% | Added |
| Tempus Wealth Planning, LLC | 4,350 | $1.86M | 0.93% | +199+4.8% | Added |
| Executive Wealth Management, LLC | 4,347 | $1.86M | 0.19% | +319+7.9% | Added |
| TMD Wealth Management, LLC | 4,347 | $1.86M | 0.53% | −128−2.9% | Reduced |
| Gradient Investments LLC | 4,336 | $1.85M | 0.05% | +834+23.8% | Added |
| Sheets Smith Wealth Management | 4,331 | $1.85M | 0.28% | −355−7.6% | Reduced |
| Olistico Wealth, LLC | 4,326 | $1.85M | 1.65% | +39+0.9% | Added |
| MSH Capital Advisors LLC | 4,318 | $1.85M | 0.72% | +768+21.6% | Added |
| Wick Capital Partners, LLC | 4,294 | $1.84M | 1.03% | −22−0.5% | Reduced |