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 |
|---|---|---|---|---|---|
| Cora Capital Advisors LLC | 1,942 | $830.3K | 0.56% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 1,910 | $830.0K | 0.02% | +23+1.2% | Added |
| BOS Asset Management, LLC | 1,939 | $828.9K | 0.61% | +110+6.0% | Added |
| Silver Oak Advisory Group, Inc. | 1,937 | $827.0K | 0.54% | −43−2.2% | Reduced |
| O'Rourke & Company, Inc | 1,929 | $825.0K | 0.60% | +55+2.9% | Added |
| Nichols & Pratt Advisers LLP | 1,927 | $823.8K | 0.06% | +1,427+285.4% | Added |
| Drive Wealth Management, LLC | 1,919 | $823.4K | 0.30% | +45+2.4% | Added |
| Rosenblum Silverman Sutton S F Inc | 1,923 | $822.0K | 0.28% | −26−1.3% | Reduced |
| Graybill Bartz & Assoc Ltd | 1,923 | $822.0K | 0.40% | +348+22.1% | Added |
| Your Advocates Ltd., LLP | 1,923 | $822.0K | 0.49% | −194−9.2% | Reduced |
| Coppell Advisory Solutions LLC | 2,144 | $819.9K | 0.29% | −129−5.7% | Reduced |
| Corundum Trust Company, INC | 1,907 | $815.2K | 2.44% | −320−14.4% | Reduced |
| IMA Wealth, Inc. | 1,893 | $809.2K | 0.21% | 00.0% | Unchanged |
| Myecfo, LLC | 1,893 | $809.1K | 0.56% | +75+4.1% | Added |
| Marino, Stram & Associates LLC | 1,887 | $806.8K | 0.24% | +17+0.9% | Added |
| Left Brain Wealth Management, LLC | 1,885 | $805.8K | 0.50% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $801.5K | 0.61% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 1,872 | $800.0K | 0.16% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 1,866 | $797.7K | 0.00% | −110−5.6% | Reduced |
| ETF Portfolio Partners, Inc. | 1,865 | $797.3K | 0.29% | +152+8.9% | Added |
| Reuter James Wealth Management, LLC | 1,863 | $796.5K | 0.60% | +1,863 | New |
| Meeder Asset Management Inc | 1,861 | $795.5K | 0.06% | 00.0% | Unchanged |
| Poplar Forest Capital LLC | 1,855 | $793.0K | 0.09% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 1,843 | $790.9K | 0.28% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,849 | $790.4K | 0.09% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 1,847 | $789.7K | 0.19% | +6+0.3% | Added |
| Wilson & Boucher Capital Management, LLC | 1,832 | $783.0K | 0.74% | −4−0.2% | Reduced |
| Vista Investment Management | 1,828 | $781.4K | 0.41% | −11−0.6% | Reduced |
| Columbia Trust Co 01012016 | 1,826 | $780.6K | 0.45% | +633+53.1% | Added |
| Great Diamond Partners, LLC | 1,824 | $779.7K | 0.21% | +308+20.3% | Added |
| Beck Mack & Oliver LLC | 1,823 | $779.3K | 0.02% | +1,292+243.3% | Added |
| Assetmark, Inc | 1,823 | $779.1K | 0.00% | +248+15.7% | Added |
| Stone Point Wealth LLC | 1,815 | $775.9K | 0.33% | +873+92.7% | Added |
| Clarus Group, Inc. | 1,815 | $775.7K | 0.56% | +96+5.6% | Added |
| Sather Financial Group Inc | 1,814 | $775.4K | 0.06% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,814 | $775.0K | 0.50% | +100+5.8% | Added |
| Windsor Group LTD | 1,812 | $775.0K | 0.14% | +145+8.7% | Added |
| Palogic Value Management, L.P. | 1,808 | $772.9K | 0.38% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,807 | $772.5K | 0.70% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 1,802 | $770.4K | 0.62% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 1,794 | $769.7K | 0.09% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 1,801 | $769.7K | 0.37% | +7+0.4% | Added |
| Vectors Research Management, LLC | 1,795 | $767.0K | 0.25% | −625−25.8% | Reduced |
| Red Tortoise LLC | 1,794 | $767.0K | 0.51% | −328−15.5% | Reduced |
| Concord Wealth Partners | 1,792 | $766.0K | 0.16% | +54+3.1% | Added |
| Warren Street Wealth Advisors, LLC | 1,786 | $763.5K | 0.50% | +138+8.4% | Added |
| Greenup Street Wealth Management LLC | 1,784 | $762.6K | 0.25% | −632−26.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,780 | $761.1K | 0.56% | −83−4.5% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 1,773 | $757.9K | 0.64% | +1,107+166.2% | Added |
| Wealth Quarterback LLC | 1,771 | $757.0K | 0.65% | −101−5.4% | Reduced |
| Kidder Stephen W | 1,770 | $756.6K | 0.26% | −10−0.6% | Reduced |
| Strategic Financial Services, Inc, | 1,767 | $755.4K | 0.06% | −25−1.4% | Reduced |
| Investors Asset Management of Georgia Inc | 1,770 | $753.2K | 0.42% | +27+1.5% | Added |
| Independent Investors Inc | 1,755 | $750.2K | 0.19% | +94+5.7% | Added |
| RFP Financial Group LLC | 1,750 | $748.2K | 0.33% | +1+0.1% | Added |
| Live Oak Private Wealth LLC | 1,746 | $746.2K | 0.16% | −231−11.7% | Reduced |
| Rockwood Wealth Management, LLC | 1,744 | $745.5K | 0.13% | −149−7.9% | Reduced |
| Intergy Private Wealth, LLC | 1,742 | $744.7K | 0.37% | −7−0.4% | Reduced |
| Secure Asset Management, LLC | 1,742 | $744.6K | 0.22% | +259+17.5% | Added |
| Bedell Frazier Investment Counseling, LLC | 1,741 | $744.2K | 0.22% | +662+61.4% | Added |
| Ruedi Wealth Management, Inc. | 1,740 | $744.0K | 0.43% | −5−0.3% | Reduced |
| Global Assets Advisory, LLC | 1,740 | $743.7K | 0.66% | −1,387−44.4% | Reduced |
| Bellevue Asset Management, LLC | 1,734 | $741.4K | 0.50% | +338+24.2% | Added |
| Rosenbaum Jay D. | 1,734 | $741.3K | 1.24% | +210+13.8% | Added |
| Passive Capital Management, LLC. | 1,723 | $736.5K | 0.33% | 00.0% | Unchanged |
| Letko, Brosseau & Associates Inc | 1,720 | $735.3K | 0.01% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 1,719 | $734.7K | 0.54% | +50+3.0% | Added |
| FSB Premier Wealth Management, Inc. | 1,717 | $734.0K | 0.41% | +42+2.5% | Added |
| Jessup Wealth Management, Inc | 1,715 | $733.2K | 0.42% | +25+1.5% | Added |
| Financial Management Network Inc | 1,724 | $732.2K | 0.24% | +24+1.4% | Added |
| ONE Advisory Partners, LLC | 1,712 | $731.8K | 0.43% | 00.0% | Unchanged |
| Vicus Capital | 10,845 | $730.6K | 0.08% | −453−4.0% | Reduced |
| Powers Advisory Group, LLC | 1,708 | $730.0K | 0.50% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 1,708 | $730.0K | 0.33% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 1,707 | $729.7K | 0.71% | −150−8.1% | Reduced |
| Main Street Research LLC | 1,698 | $728.9K | 0.08% | −748−30.6% | Reduced |
| Elm Partners Management LLC | 1,703 | $728.1K | 0.08% | −2−0.1% | Reduced |
| Syntal Capital Partners, LLC | 1,697 | $728.1K | 0.57% | −29−1.7% | Reduced |
| IMS Capital Management | 1,692 | $723.5K | 0.43% | +175+11.5% | Added |
| Shakespeare Wealth Management, Inc. | 1,692 | $723.1K | 0.25% | +115+7.3% | Added |
| Castellan Group, LLC | 1,691 | $722.9K | 0.51% | −7,593−81.8% | Reduced |
| Darrow Company, Inc. | 1,685 | $720.4K | 0.63% | +6+0.4% | Added |
| Beacon Financial Group | 1,600 | $720.0K | 0.10% | −147−8.4% | Reduced |
| Seaside Wealth Management, Inc. | 1,681 | $718.7K | 0.37% | +5+0.3% | Added |
| Everhart Financial Group, Inc. | 1,680 | $718.0K | 0.30% | −740−30.6% | Reduced |
| Sendero Wealth Management, LLC | 1,671 | $714.3K | 0.15% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,670 | $713.9K | 0.21% | +115+7.4% | Added |
| PFG Private Wealth Management, LLC | 1,669 | $713.5K | 0.53% | +14+0.8% | Added |
| Kraft Asset Management, LLC | 1,664 | $711.3K | 0.67% | −114−6.4% | Reduced |
| Occidental Asset Management, LLC | 1,664 | $711.2K | 0.16% | +4+0.2% | Added |
| Advocacy Wealth Management Services, LLC | 1,659 | $709.2K | 0.08% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,655 | $707.9K | 0.19% | −23−1.4% | Reduced |
| Synergy Financial Group, LTD | 1,654 | $707.1K | 0.99% | +125+8.2% | Added |
| Fca Corp | 1,654 | $707.1K | 0.26% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,646 | $703.6K | 0.38% | +1,646 | New |
| Stack Financial Management, Inc | 1,644 | $702.8K | 0.08% | −10−0.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,644 | $702.8K | 0.37% | −127−7.2% | Reduced |
| jvl associates llc | 1,641 | $701.5K | 0.36% | +417+34.1% | Added |
| LifeGuide Financial Advisors, LLC | 1,640 | $701.1K | 0.41% | 00.0% | Unchanged |
| Key Financial Inc | 1,639 | $700.5K | 0.24% | +8+0.5% | Added |