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 |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 1,130 | $483.1K | 0.02% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 1,126 | $481.3K | 0.26% | −41−3.5% | Reduced |
| Certus Wealth Management, LLC | 1,124 | $480.5K | 0.46% | +396+54.4% | Added |
| Lederer & Associates Investment Counsel | 1,120 | $479.0K | 0.38% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 1,120 | $478.8K | 0.35% | 00.0% | Unchanged |
| Kerrisdale Advisers, LLC | 1,120 | $478.8K | 0.15% | +1,120 | New |
| Grey Fox Wealth Advisors, LLC | 1,115 | $478.4K | 0.24% | −4−0.4% | Reduced |
| Hilltop Partners LLC | 1,117 | $477.3K | 0.20% | −6−0.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,115 | $476.6K | 0.05% | −15−1.3% | Reduced |
| Sage Investment Advisers LLC | 1,113 | $475.9K | 0.65% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 1,113 | $475.8K | 0.17% | −48−4.1% | Reduced |
| American Money Management, LLC | 1,113 | $475.8K | 0.12% | +9+0.8% | Added |
| Norris Perne & French LLP | 1,112 | $475.4K | 0.04% | −150−11.9% | Reduced |
| Trust Co | 1,110 | $474.5K | 0.08% | −80−6.7% | Reduced |
| Compass Financial Group, Inc. | 1,105 | $472.4K | 0.29% | −84,290−98.7% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 1,104 | $471.9K | 0.28% | +2+0.2% | Added |
| EHP Funds Inc. | 1,100 | $470.2K | 0.22% | −1,000−47.6% | Reduced |
| Dopkins Wealth Management, LLC | 1,099 | $469.8K | 0.36% | +246+28.8% | Added |
| Full Sail Capital, LLC | 1,098 | $469.4K | 0.04% | −247−18.4% | Reduced |
| America First Investment Advisors, LLC | 1,098 | $469.2K | 0.13% | +3+0.3% | Added |
| Interactive Financial Advisors | 1,097 | $469.0K | 0.32% | +12+1.1% | Added |
| PFW Advisors LLC | 1,093 | $467.2K | 0.17% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 1,092 | $466.9K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,092 | $466.8K | 0.00% | −151−12.1% | Reduced |
| AAFCPAs Wealth Management, LLC | 1,090 | $466.1K | 0.31% | +2+0.2% | Added |
| WoodTrust Financial Corp | 1,088 | $465.0K | 0.09% | −34−3.0% | Reduced |
| Rhumbline Advisers | 1,078 | $460.8K | 0.00% | −22−2.0% | Reduced |
| Pacific Center for Financial Services | 1,077 | $460.5K | 0.16% | +33+3.2% | Added |
| Compass Capital Management, Inc | 1,077 | $460.4K | 0.04% | −66−5.8% | Reduced |
| SJS Investment Consulting Inc. | 1,077 | $460.3K | 0.12% | 00.0% | Unchanged |
| Sara-Bay Financial | 1,076 | $460.0K | 0.23% | +52+5.1% | Added |
| Family Firm, Inc. | 1,073 | $458.7K | 0.13% | +2+0.2% | Added |
| HF Advisory Group, LLC | 1,072 | $458.3K | 0.34% | −37−3.3% | Reduced |
| Capital Performance Advisors LLP | 1,071 | $457.9K | 0.23% | +2+0.2% | Added |
| M&R Capital Management Inc | 1,069 | $457.0K | 0.13% | −276−20.5% | Reduced |
| Columbus Macro, LLC | 1,059 | $452.7K | 0.19% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,058 | $452.3K | 0.31% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,057 | $451.8K | 0.48% | 00.0% | Unchanged |
| Clark Estates Inc | 1,054 | $450.6K | 0.08% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 1,050 | $450.4K | 0.43% | +62+6.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 1,050 | $448.9K | 0.35% | −50−4.5% | Reduced |
| Cedrus LLC | 1,047 | $447.6K | 0.32% | +59+6.0% | Added |
| Security National Bank | 1,044 | $447.4K | 0.13% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 1,044 | $446.3K | 0.33% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,041 | $445.1K | 0.12% | +97+10.3% | Added |
| Wealthspan Partners, LLC | 1,039 | $444.2K | 0.35% | 00.0% | Unchanged |
| Quarry Hill Advisors, LLC | 1,038 | $443.7K | 0.41% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 1,035 | $442.4K | 0.21% | 00.0% | Unchanged |
| Resource Planning Group | 1,033 | $441.6K | 0.37% | −310−23.1% | Reduced |
| 25 LLC | 1,031 | $440.6K | 0.27% | +1+0.1% | Added |
| Abbot Financial Management, Inc. | 1,029 | $439.9K | 0.30% | +40+4.0% | Added |
| Steinberg Asset Management LLC | 1,028 | $439.4K | 0.39% | +1,028 | New |
| Essex Private Wealth Management, LLC | 1,027 | $439.2K | 1.50% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 1,026 | $439.0K | 0.08% | −10−1.0% | Reduced |
| Eastover Investment Advisors LLC | 1,025 | $438.2K | 0.26% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 1,021 | $436.6K | 0.13% | +407+66.3% | Added |
| TD Capital Management LLC | 1,017 | $434.5K | 0.05% | +37+3.8% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,016 | $434.3K | 0.00% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 1,012 | $434.2K | 0.11% | +1,012 | New |
| HT Partners LLC | 1,013 | $433.0K | 0.13% | −38−3.6% | Reduced |
| BCGM Wealth Management, LLC | 1,012 | $432.6K | 0.20% | 00.0% | Unchanged |
| Athena Investment Management | 1,006 | $429.9K | 0.31% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 1,001 | $427.8K | 0.15% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,000 | $427.5K | 0.09% | −8,587−89.6% | Reduced |
| Palisade Capital Management LLC | 1,000 | $427.5K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,000 | $427.5K | 0.02% | +3+0.3% | Added |
| Acima Private Wealth, LLC | 999 | $427.1K | 0.19% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,000 | $427.0K | 0.05% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 994 | $424.9K | 0.21% | −410−29.2% | Reduced |
| Arden Trust Co | 993 | $424.5K | 0.07% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 992 | $424.1K | 0.20% | +73+7.9% | Added |
| Highlander Capital Management, LLC | 992 | $424.0K | 0.17% | +472+90.8% | Added |
| Ballast, Inc. | 990 | $423.2K | 0.17% | −36−3.5% | Reduced |
| Fiduciary Planning LLC | 989 | $422.9K | 0.20% | +989 | New |
| Thompson Davis & Co., Inc. | 989 | $422.8K | 0.52% | −35−3.4% | Reduced |
| Truvestments Capital LLC | 988 | $422.1K | 0.22% | +1+0.1% | Added |
| Hill Investment Group Partners, LLC | 987 | $421.9K | 0.07% | +987 | New |
| Azimuth Capital Investment Management LLC | 986 | $421.5K | 0.02% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 984 | $420.6K | 0.29% | 00.0% | Unchanged |
| TPG Financial Advisors, LLC | 983 | $420.2K | 0.22% | −65−6.2% | Reduced |
| Center For Asset Management LLC | 981 | $419.4K | 0.42% | +331+50.9% | Added |
| Cim, LLC | 981 | $419.4K | 0.08% | −451−31.5% | Reduced |
| Wealth Effects LLC | 980 | $419.1K | 0.21% | 00.0% | Unchanged |
| Investors Research Corp | 980 | $418.9K | 0.11% | −24−2.4% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 972 | $415.5K | 0.26% | +92+10.5% | Added |
| Scholtz & Company, LLC | 971 | $415.0K | 0.27% | −169−14.8% | Reduced |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 972 | $415.0K | 0.19% | −53−5.2% | Reduced |
| Stegner Investment Associates Inc. | 966 | $412.8K | 0.36% | +2+0.2% | Added |
| Gsa Capital Partners LLP | 963 | $412.0K | 0.04% | +963 | New |
| Cable Hill Partners, LLC | 963 | $411.5K | 0.06% | −177−15.5% | Reduced |
| Bluestem Financial Advisors, LLC | 961 | $410.8K | 0.25% | 00.0% | Unchanged |
| Vantage Investment Partners, LLC | 959 | $410.0K | 0.05% | +7+0.7% | Added |
| Lincoln Capital LLC | 957 | $409.3K | 0.11% | +371+63.3% | Added |
| Stewardship Advisors, LLC | 957 | $409.1K | 0.16% | +109+12.9% | Added |
| EFG Asset Management (Americas) Corp. | 955 | $408.2K | 0.10% | +339+55.0% | Added |
| FC Advisory LLC | 954 | $407.7K | 0.17% | −4−0.4% | Reduced |
| Cohanzick Management, LLC | 1,000 | $407.7K | 0.35% | +1,000 | New |
| UMA Financial Services, Inc. | 938 | $405.4K | 0.10% | −43−4.4% | Reduced |
| Fort Pitt Capital Group, LLC | 948 | $405.3K | 0.02% | −214−18.4% | Reduced |
| Coombe, Bender & Co LLC | 947 | $404.8K | 0.30% | +11+1.2% | Added |