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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 1,368 | $576.7K | 0.16% | +81+6.3% | Added |
| Richard P Slaughter Associates Inc | 1,348 | $576.5K | 0.15% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 1,347 | $575.8K | 0.23% | −258−16.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,346 | $575.4K | 0.24% | −37−2.7% | Reduced |
| Thrive Capital Management, LLC | 1,346 | $575.4K | 0.32% | −71−5.0% | Reduced |
| Harbor Group, Inc. | 1,344 | $574.6K | 0.32% | +59+4.6% | Added |
| Rain Capital Management, LLC | 1,343 | $574.1K | 0.56% | +5+0.4% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,341 | $573.5K | 0.19% | −25−1.8% | Reduced |
| Investment Partners, Ltd. | 1,339 | $572.4K | 0.30% | −242−15.3% | Reduced |
| Narwhal Capital Management | 1,338 | $572.0K | 0.07% | +214+19.0% | Added |
| Hourglass Capital, LLC | 1,335 | $570.9K | 0.20% | −20−1.5% | Reduced |
| 3EDGE Asset Management, LP | 1,335 | $566.9K | 0.04% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 1,325 | $566.4K | 0.21% | −35−2.6% | Reduced |
| EagleClaw Capital Managment, LLC | 1,323 | $565.6K | 0.13% | 00.0% | Unchanged |
| KWMG, LLC | 1,322 | $565.1K | 0.07% | +52+4.1% | Added |
| Portside Wealth Group, LLC | 1,322 | $565.0K | 0.11% | +21+1.6% | Added |
| Holistic Financial Partners | 1,320 | $564.3K | 0.37% | +53+4.2% | Added |
| GoalVest Advisory LLC | 1,318 | $563.5K | 0.28% | +51+4.0% | Added |
| Liberty Wealth Management LLC | 1,318 | $563.0K | 0.14% | +207+18.6% | Added |
| Pathway Financial Advisers, LLC | 1,320 | $562.9K | 0.23% | +1,320 | New |
| Morris Retirement Advisors, LLC | 1,316 | $562.4K | 0.40% | +345+35.5% | Added |
| IronBridge Private Wealth, LLC | 1,315 | $562.1K | 0.30% | −7,896−85.7% | Reduced |
| Dock Street Asset Management Inc | 1,314 | $561.7K | 0.10% | −9,296−87.6% | Reduced |
| Ardent Capital Management, Inc. | 1,311 | $560.4K | 0.32% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,306 | $558.3K | 0.46% | −27−2.0% | Reduced |
| Financial Planning & Information Services, Inc. | 1,302 | $556.6K | 0.10% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 1,300 | $555.8K | 0.30% | +2+0.2% | Added |
| Pacific Wealth Strategies Group, Inc. | 1,299 | $555.4K | 0.59% | −99−7.1% | Reduced |
| Costello Asset Management, INC | 1,296 | $554.1K | 0.51% | +233+21.9% | Added |
| Integrated Investment Consultants, LLC | 1,294 | $553.0K | 0.20% | −26−2.0% | Reduced |
| Addison Advisors LLC | 1,293 | $552.7K | 0.26% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,289 | $551.0K | 0.23% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,285 | $549.3K | 0.42% | −22−1.7% | Reduced |
| FSA Wealth Management LLC | 1,283 | $548.6K | 0.31% | +417+48.2% | Added |
| Quaker Wealth Management, LLC | 1,282 | $548.1K | 0.27% | +29+2.3% | Added |
| Opes Wealth Management LLC | 1,280 | $547.4K | 0.15% | 00.0% | Unchanged |
| Retirement Solution Inc. | 1,278 | $546.4K | 0.18% | +56+4.6% | Added |
| Unison Asset Management LLC | 1,273 | $544.2K | 0.36% | 00.0% | Unchanged |
| Retirement Planning Group | 1,270 | $543.2K | 0.06% | −114−8.2% | Reduced |
| Monarch Capital Management Inc | 1,267 | $543.1K | 0.17% | +170+15.5% | Added |
| Altus Wealth Group LLC | 1,269 | $542.4K | 0.34% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 1,268 | $542.0K | 0.34% | −6−0.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,262 | $539.5K | 0.15% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 1,260 | $538.6K | 0.02% | −29−2.2% | Reduced |
| Acadian Asset Management LLC | 1,264 | $538.0K | 0.00% | +663+110.3% | Added |
| Goepper Burkhardt LLC | 1,253 | $535.6K | 0.33% | −100−7.4% | Reduced |
| Indie Asset Partners, LLC | 1,249 | $533.9K | 0.54% | +51+4.3% | Added |
| Colonial River Wealth Management, LLC | 1,244 | $531.8K | 0.35% | +305+32.5% | Added |
| Wescott Financial Advisory Group, LLC | 1,242 | $531.0K | 0.10% | −23−1.8% | Reduced |
| Iams Wealth Management, LLC | 1,242 | $530.9K | 0.37% | +1,242 | New |
| Beacon Wealthcare LLC | 1,240 | $530.0K | 0.28% | −158−11.3% | Reduced |
| Bryant Woods Investment Advisors, LLC | 1,237 | $528.9K | 0.38% | −131−9.6% | Reduced |
| VisionPoint Advisory Group, LLC | 1,236 | $528.4K | 0.23% | +586+90.2% | Added |
| Frisch Financial Group, Inc. | 1,235 | $528.0K | 0.21% | −205−14.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,234 | $528.0K | 0.27% | −90−6.8% | Reduced |
| Chilton Investment Co LLC | 1,230 | $525.8K | 0.02% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 1,230 | $525.8K | 0.20% | +1,230 | New |
| Lakeshore Financial Planning, Inc. | 1,229 | $525.4K | 0.30% | +1,229 | New |
| Zuckerman Investment Group, LLC | 1,229 | $525.4K | 0.08% | +1,229 | New |
| Greenwood Capital Associates LLC | 1,226 | $524.1K | 0.08% | +519+73.4% | Added |
| Western Pacific Wealth Management, LP | 1,222 | $522.4K | 0.43% | −377−23.6% | Reduced |
| Thomasville National Bank | 1,221 | $522.0K | 0.05% | +53+4.5% | Added |
| Eaton Financial Holdings Company, LLC | 1,212 | $518.1K | 0.14% | −87−6.7% | Reduced |
| Marotta Asset Management | 1,210 | $517.1K | 0.12% | −7−0.6% | Reduced |
| Magnolia Capital Advisors LLC | 1,242 | $516.0K | 0.49% | +229+22.6% | Added |
| Granite Harbor Advisors, Inc. | 1,207 | $516.0K | 0.41% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 1,205 | $515.0K | 0.41% | −18−1.5% | Reduced |
| TriaGen Wealth Management LLC | 1,202 | $513.8K | 0.26% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,201 | $513.2K | 0.11% | +1,201 | New |
| Gallacher Capital Management LLC | 1,200 | $513.1K | 0.32% | +100+9.1% | Added |
| Exeter Financial, LLC | 1,200 | $513.0K | 0.27% | −611−33.7% | Reduced |
| Cascade Investment Group, Inc. | 1,200 | $513.0K | 0.48% | −30−2.4% | Reduced |
| Essex Investment Management Co LLC | 1,199 | $512.5K | 0.08% | −317−20.9% | Reduced |
| Intelligent Financial Strategies | 1,194 | $512.2K | 0.38% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,187 | $512.0K | 0.03% | −52−4.2% | Reduced |
| Keb Asset Management, LLC | 1,197 | $511.7K | 0.21% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 1,193 | $510.0K | 0.33% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,190 | $508.7K | 0.14% | +109+10.1% | Added |
| Laidlaw Wealth Management LLC | 1,187 | $507.5K | 0.17% | −8,665−88.0% | Reduced |
| SWMG, LLC | 1,187 | $507.4K | 0.27% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,181 | $504.8K | 0.11% | +1+0.1% | Added |
| Altrius Capital Management Inc | 1,180 | $504.7K | 0.15% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 1,175 | $504.1K | 0.21% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 1,178 | $503.9K | 0.46% | +311+35.9% | Added |
| Buttonwood Financial Advisors Inc. | 1,178 | $503.4K | 0.32% | +5+0.4% | Added |
| Alternative Investment Advisors, LLC. | 1,175 | $503.4K | 0.35% | +1,175 | New |
| CapWealth Advisors, LLC | 1,175 | $502.3K | 0.06% | −177−13.1% | Reduced |
| AJ Advisors, LLC | 1,172 | $501.2K | 0.38% | −4−0.3% | Reduced |
| Innealta Capital, LLC | 1,169 | $499.7K | 0.22% | +10+0.9% | Added |
| Sage Financial Management Group, Inc. | 1,166 | $498.0K | 0.30% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 1,160 | $495.7K | 0.29% | +2+0.2% | Added |
| Insight Wealth Partners, LLC | 1,158 | $495.0K | 0.42% | +4+0.3% | Added |
| Washington Trust Bank | 1,157 | $494.6K | 0.05% | −18−1.5% | Reduced |
| Willow Creek Wealth Management Inc. | 1,155 | $494.1K | 0.07% | −11−0.9% | Reduced |
| Arbor Investment Advisors, LLC | 1,146 | $489.7K | 0.09% | +95+9.0% | Added |
| Logan Stone Capital, LLC | 1,145 | $489.5K | 0.13% | +1,145 | New |
| Constitution Capital LLC | 1,138 | $486.5K | 0.33% | +2+0.2% | Added |
| JCP Investment Management, LLC | 1,136 | $485.7K | 0.51% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,132 | $484.1K | 0.32% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,131 | $483.5K | 0.25% | +1+0.1% | Added |