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 |
|---|---|---|---|---|---|
| WealthPlan Investment Management, LLC | 2,274 | $972.1K | 0.17% | +13+0.6% | Added |
| Parthenon LLC | 2,272 | $971.2K | 0.15% | 00.0% | Unchanged |
| Mayport, LLC | 2,270 | $970.3K | 0.53% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 2,265 | $968.0K | 0.73% | 00.0% | Unchanged |
| Appleton Group, LLC | 2,262 | $967.0K | 3.38% | +93+4.3% | Added |
| Icapital Wealth LLC | 2,258 | $965.3K | 0.68% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 2,255 | $964.0K | 0.53% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 2,250 | $961.8K | 0.39% | +868+62.8% | Added |
| Armor Investment Advisors, LLC | 2,244 | $959.2K | 0.57% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 2,225 | $951.1K | 0.67% | −25−1.1% | Reduced |
| Leisure Capital Management | 2,220 | $949.0K | 0.55% | −150−6.3% | Reduced |
| Strid Group, LLC | 2,218 | $948.4K | 0.20% | +66+3.1% | Added |
| Wealthstar Advisors, LLC | 2,216 | $947.2K | 0.41% | +229+11.5% | Added |
| Lewis Capital Management, LLC | 2,211 | $945.2K | 1.47% | +53+2.5% | Added |
| Fortem Financial Group, LLC | 2,211 | $945.2K | 0.55% | +123+5.9% | Added |
| Kraft, Davis & Associates, LLC | 2,242 | $943.7K | 0.35% | −132−5.6% | Reduced |
| Intellectus Partners, LLC | 2,192 | $940.5K | 0.30% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 2,199 | $940.2K | 0.63% | +14+0.6% | Added |
| Websterrogers Financial Advisors, LLC | 2,192 | $937.4K | 0.41% | +72+3.4% | Added |
| Vaughan & Co Securities, Inc. | 2,191 | $936.6K | 0.70% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 2,190 | $936.2K | 1.73% | −202−8.4% | Reduced |
| KBC Group NV | 2,188 | $935.0K | 0.00% | +299+15.8% | Added |
| ERn Financial, LLC | 2,187 | $934.9K | 0.20% | −529−19.5% | Reduced |
| Coastal Bridge Advisors, LLC | 2,183 | $933.3K | 0.25% | +250+12.9% | Added |
| Burton Enright Welch | 2,182 | $932.6K | 0.29% | +8+0.4% | Added |
| Gordian Capital Singapore Pte Ltd | 2,180 | $931.9K | 1.00% | +2,180 | New |
| Fundamentun, LLC | 2,165 | $925.6K | 0.14% | +2+0.1% | Added |
| 4J Wealth Management LLC | 2,154 | $920.8K | 0.92% | 00.0% | Unchanged |
| Day & Ennis, LLC | 2,154 | $920.8K | 0.34% | −79−3.5% | Reduced |
| HBW Advisory Services LLC | 3,152 | $920.0K | 0.19% | +879+38.7% | Added |
| Lam Group, Inc. | 2,150 | $919.1K | 0.90% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,143 | $916.3K | 0.12% | +187+9.6% | Added |
| Sugarloaf Wealth Management, LLC | 2,142 | $915.6K | 0.23% | −20−0.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,138 | $914.1K | 0.59% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 2,129 | $910.0K | 0.77% | +50+2.4% | Added |
| Pekin Hardy Strauss, Inc. | 2,126 | $908.6K | 0.14% | −28−1.3% | Reduced |
| Buffington Mohr McNeal | 2,125 | $908.4K | 0.21% | +120+6.0% | Added |
| Mountain Pacific Investment Advisers Inc | 2,124 | $907.8K | 0.06% | +10.0% | Added |
| Alpha Financial Partners, LLC | 2,122 | $907.0K | 1.05% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 2,121 | $906.7K | 0.17% | −188−8.1% | Reduced |
| Ratio Wealth Group | 2,121 | $906.6K | 0.23% | +323+18.0% | Added |
| American Financial Advisors, LLC | 2,119 | $905.9K | 0.14% | +600+39.5% | Added |
| Miramar Capital, LLC | 2,111 | $902.4K | 0.25% | −91−4.1% | Reduced |
| Marcum Wealth, LLC | 2,108 | $901.2K | 0.11% | −15−0.7% | Reduced |
| Summit X, LLC | 2,099 | $897.7K | 0.28% | +192+10.1% | Added |
| Yarger Wealth Strategies, LLC | 2,091 | $894.0K | 0.76% | −209−9.1% | Reduced |
| Lincoln Capital Corp | 2,090 | $893.4K | 0.48% | +75+3.7% | Added |
| Fulton Bank, N.A. | 2,088 | $892.6K | 0.04% | −100−4.6% | Reduced |
| Empire Financial Management Company, LLC | 2,086 | $892.1K | 0.39% | −65−3.0% | Reduced |
| London Co of Virginia | 2,084 | $890.9K | 0.01% | +134+6.9% | Added |
| Courage Miller Partners, LLC | 2,084 | $890.9K | 0.37% | 00.0% | Unchanged |
| ING Groep NV | 2,084 | $890.9K | 0.01% | +2,084 | New |
| Lloyd Advisory Services, LLC. | 2,077 | $887.9K | 0.29% | +2,077 | New |
| Norden Group LLC | 2,077 | $887.9K | 0.29% | +2,077 | New |
| Arq Wealth Advisors, LLC | 2,077 | $887.9K | 0.66% | −121−5.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,069 | $887.7K | 0.08% | +45+2.2% | Added |
| Trilogy Capital Inc. | 2,073 | $886.2K | 0.06% | +76+3.8% | Added |
| BancFirst Trust & Investment Management | 2,065 | $885.1K | 0.44% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,069 | $885.0K | 0.10% | 00.0% | Unchanged |
| Sym Financial Corp | 2,066 | $883.2K | 0.16% | −19−0.9% | Reduced |
| Excalibur Management Corp | 2,065 | $882.7K | 0.46% | −408−16.5% | Reduced |
| Long Road Investment Counsel, LLC | 2,064 | $882.0K | 0.43% | +75+3.8% | Added |
| Viewpoint Capital Management LLC | 2,063 | $881.9K | 0.70% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 2,060 | $880.8K | 0.22% | −50−2.4% | Reduced |
| Naviter Wealth, LLC | 2,050 | $879.7K | 0.21% | −243−10.6% | Reduced |
| Heartwood Wealth Advisors LLC | 2,057 | $879.5K | 0.13% | +7+0.3% | Added |
| Asset Planning Services Inc | 2,053 | $878.0K | 0.58% | −384−15.8% | Reduced |
| Park Edge Advisors, LLC | 2,051 | $876.6K | 0.32% | −37−1.8% | Reduced |
| Horizon Investments, LLC | 2,050 | $876.3K | 0.03% | −128−5.9% | Reduced |
| Prossimo Advisors, LLC | 2,050 | $876.0K | 2.07% | 00.0% | Unchanged |
| Rogco, LP | 2,035 | $869.9K | 0.43% | +2,035 | New |
| Exchange Bank | 2,033 | $869.1K | 0.83% | −592−22.6% | Reduced |
| Consilium Wealth Advisory, LLC | 2,033 | $868.9K | 0.61% | +2+0.1% | Added |
| TFB Advisors LLC | 2,030 | $867.6K | 1.05% | +130+6.8% | Added |
| Archer Investment Corp | 2,026 | $866.3K | 0.30% | +1,219+151.1% | Added |
| Dominguez Wealth Management Solutions, Inc. | 2,026 | $866.1K | 0.80% | +119+6.2% | Added |
| Chapman Investment Management, LLC | 2,017 | $862.2K | 0.73% | −75−3.6% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,007 | $858.0K | 0.13% | +66+3.4% | Added |
| Sterling Manor Financial, LLC | 2,001 | $855.4K | 0.77% | −55−2.7% | Reduced |
| Primoris Wealth Advisors, LLC | 2,000 | $855.0K | 1.03% | −44−2.2% | Reduced |
| Virginia Wealth Management Group, Inc. | 2,000 | $855.0K | 0.58% | 00.0% | Unchanged |
| EMC Capital Management | 2,000 | $854.0K | 0.63% | +274+15.9% | Added |
| Affinity Capital Advisors, LLC | 1,998 | $854.0K | 0.23% | −14−0.7% | Reduced |
| Dorchester Wealth Management Co | 1,992 | $851.5K | 0.17% | +101+5.3% | Added |
| Awm Capital, LLC | 1,989 | $850.4K | 0.17% | +1+0.1% | Added |
| Ti-Trust, Inc | 1,986 | $849.0K | 0.81% | −46−2.3% | Reduced |
| Fountainhead AM, LLC | 1,985 | $848.8K | 0.30% | +327+19.7% | Added |
| Capital Counsel LLC | 1,984 | $848.1K | 0.05% | +249+14.4% | Added |
| Bellecapital International Ltd. | 1,979 | $846.0K | 0.21% | −21,338−91.5% | Reduced |
| ORG Partners LLC | 1,978 | $845.9K | 0.25% | −5,788−74.5% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,977 | $845.1K | 0.88% | +2+0.1% | Added |
| N.E.W. Advisory Services LLC | 1,971 | $842.8K | 0.12% | +1+0.1% | Added |
| Cornerstone Planning Group LLC | 1,964 | $839.7K | 0.32% | +10+0.5% | Added |
| Asset Planning Corporation | 1,960 | $838.1K | 0.64% | −93−4.5% | Reduced |
| Von Berge Wealth Management Group, LLC | 1,958 | $836.9K | 0.71% | +2+0.1% | Added |
| 626 Financial, LLC | 1,957 | $836.6K | 0.57% | 00.0% | Unchanged |
| Alerus Financial NA | 1,949 | $833.2K | 0.07% | −297−13.2% | Reduced |
| CFO4Life Group, LLC | 1,944 | $831.1K | 0.19% | +1+0.1% | Added |
| High Note Wealth, LLC | 1,944 | $831.0K | 0.34% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 1,943 | $830.6K | 0.56% | 00.0% | Unchanged |