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 |
|---|---|---|---|---|---|
| Wunderlich Capital Managemnt | 4,291 | $1.83M | 0.91% | +185+4.5% | Added |
| Sawgrass Asset Management LLC | 4,290 | $1.83M | 0.22% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 4,267 | $1.82M | 0.04% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 4,266 | $1.82M | 0.91% | −79−1.8% | Reduced |
| Cottage Street Advisors LLC | 4,264 | $1.82M | 1.33% | +449+11.8% | Added |
| Shaker Financial Services, LLC | 4,250 | $1.82M | 0.85% | +2,300+117.9% | Added |
| Hall Laurie J Trustee | 4,237 | $1.81M | 0.77% | +330+8.4% | Added |
| Cornerstone Advisory, LLC | 4,234 | $1.81M | 0.32% | +531+14.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,231 | $1.81M | 1.18% | +17+0.4% | Added |
| Roberts Wealth Advisors, LLC | 4,145 | $1.81M | 0.79% | −51−1.2% | Reduced |
| Peninsula Asset Management Inc | 4,204 | $1.80M | 1.13% | −235−5.3% | Reduced |
| Wedgewood Investors Inc | 4,191 | $1.79M | 2.43% | −480−10.3% | Reduced |
| Morton Capital Management LLC | 4,187 | $1.79M | 0.63% | +89+2.2% | Added |
| Eagle Rock Investment Company, LLC | 4,182 | $1.79M | 0.40% | −392−8.6% | Reduced |
| Coyle Financial Counsel LLC | 4,181 | $1.79M | 0.75% | −219−5.0% | Reduced |
| Bangor Savings Bank | 4,179 | $1.79M | 0.21% | −182−4.2% | Reduced |
| Horan Capital Advisors, LLC. | 4,165 | $1.78M | 0.72% | +49+1.2% | Added |
| Geneva Partners, LLC | 4,156 | $1.78M | 1.18% | +201+5.1% | Added |
| Claret Asset Management Corp | 4,154 | $1.78M | 0.35% | −133−3.1% | Reduced |
| Winch Advisory Services, LLC | 4,154 | $1.78M | 0.65% | +420+11.2% | Added |
| Green Square Capital Advisors LLC | 4,151 | $1.77M | 0.24% | +157+3.9% | Added |
| Financial Synergies Wealth Advisors, Inc. | 4,134 | $1.77M | 0.26% | −805−16.3% | Reduced |
| Tufton Capital Management | 4,134 | $1.77M | 0.39% | −55−1.3% | Reduced |
| CoreFirst Bank & Trust | 4,129 | $1.77M | 1.25% | +629+18.0% | Added |
| Plotkin Financial Advisors, LLC | 4,127 | $1.76M | 1.55% | +832+25.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,109 | $1.76M | 0.94% | +4,109 | New |
| Facet Wealth, Inc. | 4,210 | $1.76M | 0.09% | −59−1.4% | Reduced |
| Northstar Group, Inc. | 4,117 | $1.76M | 0.42% | +165+4.2% | Added |
| Spotlight Asset Group, Inc. | 4,112 | $1.76M | 1.59% | 00.0% | Unchanged |
| Modus Advisors, LLC | 4,104 | $1.75M | 0.77% | −342−7.7% | Reduced |
| Curran Financial Partners, LLC | 4,100 | $1.75M | 0.76% | −58−1.4% | Reduced |
| Nemes Rush Group LLC | 4,093 | $1.75M | 0.32% | −153−3.6% | Reduced |
| Elequin Capital LP | 4,085 | $1.75M | 0.34% | +4,085 | New |
| XML Financial, LLC | 4,090 | $1.75M | 0.21% | +428+11.7% | Added |
| Sharkey, Howes & Javer | 4,089 | $1.75M | 0.33% | −553−11.9% | Reduced |
| Toroso Investments, LLC | 4,075 | $1.74M | 0.05% | −3,853−48.6% | Reduced |
| Kornitzer Capital Management Inc | 4,065 | $1.74M | 0.04% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 4,049 | $1.73M | 0.92% | −10−0.2% | Reduced |
| Valley National Advisers Inc | 4,047 | $1.73M | 0.30% | −15−0.4% | Reduced |
| RTD Financial Advisors, Inc. | 4,041 | $1.73M | 0.26% | +654+19.3% | Added |
| Grandfield & Dodd, LLC | 4,033 | $1.72M | 0.13% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 4,031 | $1.72M | 0.39% | −157−3.7% | Reduced |
| Headinvest, LLC | 4,032 | $1.72M | 0.37% | +10+0.2% | Added |
| Girard Partners Ltd. | 4,027 | $1.72M | 0.19% | −26−0.6% | Reduced |
| LGT Financial Advisors LLC | 4,009 | $1.71M | 2.18% | +12+0.3% | Added |
| Oxbow Advisors, LLC | 4,008 | $1.71M | 0.27% | 00.0% | Unchanged |
| Congress Park Capital LLC | 3,978 | $1.70M | 0.98% | −60−1.5% | Reduced |
| CCG Wealth Management, LLC | 3,976 | $1.70M | 1.11% | +119+3.1% | Added |
| Resurgent Financial Advisors LLC | 3,971 | $1.70M | 1.16% | −102−2.5% | Reduced |
| Retirement Investment Advisors, Inc. | 3,966 | $1.70M | 0.15% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 3,963 | $1.69M | 0.66% | +1,741+78.4% | Added |
| Peoples Bank | 3,961 | $1.69M | 1.45% | +3,961 | New |
| Abound Wealth Management | 3,955 | $1.69M | 0.72% | +12+0.3% | Added |
| Mirabella Financial Services LLP | 3,950 | $1.69M | 0.24% | +3,950 | New |
| Farmers & Merchants Trust Co of Long Beach | 3,946 | $1.69M | 0.50% | +247+6.7% | Added |
| Oak Thistle LLC | 3,944 | $1.69M | 0.50% | +3,944 | New |
| Vaughan David Investments LLC | 3,933 | $1.68M | 0.05% | −63−1.6% | Reduced |
| Northeast Investment Management | 3,925 | $1.68M | 0.10% | +11+0.3% | Added |
| Simplex Trading, LLC | 3,925 | $1.68M | 0.06% | +3,925 | New |
| Plan Group Financial, LLC | 3,923 | $1.68M | 1.21% | −663−14.5% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 3,923 | $1.68M | 0.94% | −21−0.5% | Reduced |
| Sterling Investment Counsel, LLC | 3,921 | $1.68M | 0.96% | −99−2.5% | Reduced |
| Sculati Wealth Management, LLC | 3,916 | $1.67M | 0.86% | −10−0.3% | Reduced |
| EdgeRock Capital LLC | 3,906 | $1.67M | 1.02% | +1,741+80.4% | Added |
| Lodestone Wealth Management LLC | 3,901 | $1.67M | 1.18% | +3,901 | New |
| Little House Capital LLC | 3,886 | $1.66M | 0.68% | −307−7.3% | Reduced |
| Abacus Wealth Partners, LLC | 3,883 | $1.66M | 0.51% | −103−2.6% | Reduced |
| CenterStar Asset Management, LLC | 3,881 | $1.66M | 4.49% | −47,276−92.4% | Reduced |
| First American Trust, FSB | 3,872 | $1.66M | 0.23% | −18−0.5% | Reduced |
| Column Capital Advisors, LLC | 3,871 | $1.65M | 0.24% | −10−0.3% | Reduced |
| Legacy Private Trust Co. | 3,860 | $1.65M | 0.14% | −239−5.8% | Reduced |
| City State Bank | 3,849 | $1.65M | 0.91% | −284−6.9% | Reduced |
| Cambridge Advisors Inc. | 3,848 | $1.64M | 0.44% | 00.0% | Unchanged |
| Beck Bode, LLC | 3,842 | $1.64M | 0.42% | −235−5.8% | Reduced |
| Strategic Financial Concepts, LLC | 3,838 | $1.64M | 0.55% | +517+15.6% | Added |
| Archford Capital Strategies, LLC | 3,826 | $1.64M | 0.33% | +82+2.2% | Added |
| Allen Capital Group, LLC | 3,824 | $1.63M | 0.30% | +266+7.5% | Added |
| WealthPLAN Partners, LLC | 3,820 | $1.63M | 0.19% | +380+11.0% | Added |
| McDaniel Terry & Co | 3,816 | $1.63M | 0.17% | +3,816 | New |
| New York Life Investment Management LLC | 3,805 | $1.63M | 0.02% | −18−0.5% | Reduced |
| Capital Financial Planning, LLC | 3,802 | $1.63M | 0.66% | +429+12.7% | Added |
| Exchange Capital Management, Inc. | 3,801 | $1.62M | 0.31% | −47−1.2% | Reduced |
| American Planning Services, Inc. | 3,800 | $1.62M | 1.08% | +42+1.1% | Added |
| Bank of Nova Scotia Trust Co | 3,795 | $1.62M | 0.19% | 00.0% | Unchanged |
| Barr E S & Co | 3,783 | $1.62M | 0.12% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 3,914 | $1.61M | 0.78% | −10.0% | Reduced |
| Manhattan West Asset Management, LLC | 3,839 | $1.61M | 0.50% | +34+0.9% | Added |
| FMB Wealth Management | 3,775 | $1.61M | 1.73% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3,771 | $1.61M | 0.98% | −841−18.2% | Reduced |
| Advisor Partners II, LLC | 3,755 | $1.60M | 0.06% | −63−1.7% | Reduced |
| JFG Wealth Management, LLC | 3,753 | $1.60M | 0.52% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 3,753 | $1.60M | 0.69% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 3,741 | $1.60M | 0.98% | +724+24.0% | Added |
| Pin Oak Investment Advisors Inc | 3,727 | $1.60M | 1.80% | +110+3.0% | Added |
| QVT Financial LP | 3,728 | $1.59M | 0.10% | +3,728 | New |
| Synergy Financial Management, LLC | 3,725 | $1.59M | 0.32% | +514+16.0% | Added |
| Douglass Winthrop Advisors, LLC | 3,718 | $1.59M | 0.04% | +258+7.5% | Added |
| McBroom & Associates, LLC | 3,712 | $1.59M | 1.26% | +315+9.3% | Added |
| Traynor Capital Management, Inc. | 3,708 | $1.58M | 0.21% | −17−0.5% | Reduced |
| Palouse Capital Management, Inc. | 3,707 | $1.58M | 1.18% | −217−5.5% | Reduced |