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 |
|---|---|---|---|---|---|
| Sutton Place Investors LLC | 2,699 | $1.15M | 1.50% | −95−3.4% | Reduced |
| Dearborn Partners LLC | 2,687 | $1.15M | 0.05% | +123+4.8% | Added |
| Palo Alto Wealth Advisors, LLC | 2,670 | $1.15M | 0.96% | −230−7.9% | Reduced |
| Oak Harvest Investment Services | 2,676 | $1.14M | 0.24% | +191+7.7% | Added |
| Theory Financial LLC | 2,674 | $1.14M | 0.67% | −4−0.1% | Reduced |
| Investment House LLC | 2,671 | $1.14M | 0.09% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 2,665 | $1.14M | 0.38% | +83+3.2% | Added |
| Westwood Wealth Management | 2,656 | $1.14M | 0.89% | −75−2.7% | Reduced |
| Eschler Asset Management LLP | 2,651 | $1.13M | 1.32% | +2,651 | New |
| WMG Financial Advisors, LLC | 2,647 | $1.13M | 0.96% | −2,785−51.3% | Reduced |
| SS&H Financial Advisors, Inc. | 2,640 | $1.13M | 0.53% | +2,640 | New |
| Private Capital Advisors, Inc. | 2,697 | $1.13M | 0.17% | +24+0.9% | Added |
| PDS Planning, Inc | 2,638 | $1.13M | 0.15% | +10.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,637 | $1.13M | 0.10% | +338+14.7% | Added |
| JNBA Financial Advisors | 2,631 | $1.12M | 0.14% | +431+19.6% | Added |
| Financial Council Asset Management Inc | 2,630 | $1.12M | 0.89% | −134−4.8% | Reduced |
| Heritage Investors Management Corp | 2,630 | $1.12M | 0.05% | −30−1.1% | Reduced |
| Monterey Private Wealth, Inc. | 2,628 | $1.12M | 0.56% | +10.0% | Added |
| Papp L Roy & Associates | 2,627 | $1.12M | 0.15% | 00.0% | Unchanged |
| CNB Bank | 2,626 | $1.12M | 0.66% | −44−1.6% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 2,613 | $1.12M | 0.59% | +40+1.6% | Added |
| Resources Management Corp | 2,619 | $1.12M | 0.18% | −28−1.1% | Reduced |
| Core Wealth Advisors, Inc. | 2,613 | $1.12M | 0.46% | 00.0% | Unchanged |
| Bellevue Group AG | 2,600 | $1.11M | 0.02% | +800+44.4% | Added |
| Old Mission Investment Co LLC | 2,600 | $1.11M | 0.43% | +1,000+62.5% | Added |
| Ballast Advisors LLC | 2,584 | $1.10M | 0.44% | −315−10.9% | Reduced |
| Red Door Wealth Management, LLC | 2,572 | $1.10M | 0.28% | −2,767−51.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,571 | $1.10M | 0.17% | +23+0.9% | Added |
| Valicenti Advisory Services Inc | 2,563 | $1.10M | 0.37% | +4+0.2% | Added |
| Etfidea, LLC | 2,560 | $1.09M | 0.46% | +151+6.3% | Added |
| Private Capital Management LLC | 2,554 | $1.09M | 0.32% | +160+6.7% | Added |
| BluePath Capital Management, LLC | 2,554 | $1.09M | 1.00% | +2,554 | New |
| Southeast Asset Advisors Inc. | 2,554 | $1.09M | 0.15% | +2+0.1% | Added |
| Parkside Advisors LLC | 2,543 | $1.09M | 0.34% | −87−3.3% | Reduced |
| MBA Advisors LLC | 2,551 | $1.09M | 0.67% | +26+1.0% | Added |
| Next Capital Management LLC | 2,541 | $1.09M | 0.49% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 2,611 | $1.09M | 0.41% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 2,522 | $1.08M | 0.77% | −10−0.4% | Reduced |
| United Community Bank | 2,514 | $1.07M | 0.53% | +1,585+170.6% | Added |
| Delta Financial Group, Inc. | 2,513 | $1.07M | 0.37% | +228+10.0% | Added |
| Holderness Investments Co | 2,509 | $1.07M | 0.42% | +641+34.3% | Added |
| Blodgett Wealth Advisors, LLC | 2,504 | $1.07M | 1.18% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,502 | $1.07M | 0.17% | +9+0.4% | Added |
| State Farm Mutual Automobile Insurance Co | 2,500 | $1.07M | 0.00% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 2,489 | $1.06M | 0.74% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 2,488 | $1.06M | 0.46% | +10.0% | Added |
| Navalign, LLC | 2,488 | $1.06M | 0.40% | +771+44.9% | Added |
| Acorn Wealth Advisors, LLC | 2,487 | $1.06M | 0.71% | −78−3.0% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,486 | $1.06M | 0.35% | −22−0.9% | Reduced |
| Innovis Asset Management LLC | 2,472 | $1.06M | 0.41% | +98+4.1% | Added |
| Oarsman Capital, Inc. | 2,468 | $1.06M | 0.44% | +1,119+83.0% | Added |
| Sinecera Capital, LLC | 2,452 | $1.05M | 1.42% | −845−25.6% | Reduced |
| Matthew Goff Investment Advisor, LLC | 2,460 | $1.05M | 0.25% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 2,451 | $1.05M | 0.29% | +41+1.7% | Added |
| Macroview Investment Management LLC | 2,449 | $1.05M | 1.41% | +1,673+215.6% | Added |
| Chemistry Wealth Management LLC | 2,449 | $1.05M | 0.35% | −7−0.3% | Reduced |
| Cutler Investment Counsel LLC | 2,426 | $1.04M | 0.16% | −47−1.9% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,329 | $1.04M | 0.83% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 2,417 | $1.03M | 0.80% | +2,417 | New |
| Penbrook Management LLC | 2,415 | $1.03M | 0.76% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 2,413 | $1.03M | 0.32% | −20−0.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 2,410 | $1.03M | 0.09% | −70−2.8% | Reduced |
| Sensible Money, LLC | 2,405 | $1.03M | 0.73% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 2,403 | $1.03M | 0.94% | +212+9.7% | Added |
| Aristides Capital LLC | 2,400 | $1.03M | 0.68% | −1,600−40.0% | Reduced |
| Resource Consulting Group Inc | 2,398 | $1.03M | 0.20% | −70−2.8% | Reduced |
| Consilio Wealth Advisors, LLC | 2,425 | $1.02M | 0.59% | −47−1.9% | Reduced |
| FourThought Financial Partners, LLC | 2,388 | $1.02M | 0.14% | +8+0.3% | Added |
| Wealth Alliance Advisory Group, LLC | 2,379 | $1.02M | 0.30% | +20+0.8% | Added |
| Orgel Wealth Management, LLC | 2,372 | $1.01M | 0.03% | −330−12.2% | Reduced |
| Capital Planning Advisors, LLC | 2,368 | $1.01M | 0.21% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,362 | $1.01M | 0.21% | +63+2.7% | Added |
| First Command Advisory Services, Inc. | 2,360 | $1.01M | 0.01% | +2,334+8,976.9% | Added |
| Collaborative Wealth Managment Inc. | 2,360 | $1.01M | 0.60% | −12−0.5% | Reduced |
| Northeast Financial Group, Inc. | 2,358 | $1.01M | 0.62% | +320+15.7% | Added |
| Levy Wealth Management Group, LLC | 2,356 | $1.01M | 0.31% | +121+5.4% | Added |
| Aire Advisors, LLC | 2,355 | $1.01M | 0.27% | −219−8.5% | Reduced |
| Motco | 2,352 | $1.01M | 0.07% | −63−2.6% | Reduced |
| Chickasaw Capital Management LLC | 2,351 | $1.00M | 0.05% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 2,349 | $1.00M | 0.77% | +13+0.6% | Added |
| Clean Yield Group | 2,300 | $1.00M | 0.44% | +500+27.8% | Added |
| Fingerlakes Wealth Management, Inc. | 2,336 | $998.6K | 1.22% | −10−0.4% | Reduced |
| PrairieView Partners, LLC | 2,334 | $997.0K | 0.14% | −142−5.7% | Reduced |
| Monetary Management Group Inc | 2,332 | $996.9K | 0.33% | −317−12.0% | Reduced |
| Baker Boyer National Bank | 2,326 | $994.3K | 0.40% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 2,318 | $990.8K | 0.19% | +191+9.0% | Added |
| Q3 Asset Management | 2,309 | $987.0K | 0.39% | +2,309 | New |
| Alpha Omega Wealth Management LLC | 2,309 | $987.0K | 0.17% | +8+0.3% | Added |
| Hudson Portfolio Management LLC | 2,305 | $985.3K | 1.12% | −259−10.1% | Reduced |
| True Link Financial Advisors, LLC | 2,305 | $985.3K | 0.12% | −5−0.2% | Reduced |
| Univest Financial Corp | 2,303 | $984.5K | 0.33% | +9+0.4% | Added |
| Options Solutions, LLC | 2,300 | $983.2K | 1.13% | −52−2.2% | Reduced |
| Kavar Capital Partners Group, LLC | 2,298 | $982.2K | 0.21% | −122−5.0% | Reduced |
| LexAurum Advisors, LLC | 2,292 | $980.0K | 0.29% | −61−2.6% | Reduced |
| Altus Wealth Management, LLC | 2,288 | $978.3K | 0.68% | −30−1.3% | Reduced |
| Terra Nova Asset Management LLC | 2,203 | $976.5K | 0.89% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 2,278 | $974.0K | 0.49% | +14+0.6% | Added |
| Artemis Wealth Advisors, LLC | 2,277 | $973.5K | 0.18% | 00.0% | Unchanged |
| Francis Financial, Inc. | 2,277 | $973.4K | 0.51% | +466+25.7% | Added |
| Missouri Trust & Investment Co | 2,276 | $972.9K | 0.44% | −25−1.1% | Reduced |