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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Stone House Investment Management, LLC | 76,968 | $32.9M | 11.45% | +76,938+256,460.0% | Added |
| Flputnam Investment Management Co | 76,946 | $32.9M | 0.91% | +6,245+8.8% | Added |
| Argent Trust Co | 76,704 | $32.8M | 1.80% | −689−0.9% | Reduced |
| Credit Agricole S A | 76,301 | $32.6M | 1.00% | −79,791−51.1% | Reduced |
| Metis Global Partners, LLC | 76,078 | $32.5M | 1.57% | +76,078 | New |
| Cornerstone Wealth Group, LLC | 75,555 | $32.3M | 5.73% | +18,443+32.3% | Added |
| SNS Financial Group, LLC | 75,111 | $32.2M | 4.25% | −1,330−1.7% | Reduced |
| 4Thought Financial Group Inc. | 75,028 | $32.1M | 25.79% | +2,457+3.4% | Added |
| Axxcess Wealth Management, LLC | 75,956 | $32.0M | 1.09% | +25,352+50.1% | Added |
| Strategic Wealth Designers | 74,723 | $31.9M | 5.79% | +991+1.3% | Added |
| Wetherby Asset Management Inc | 74,431 | $31.8M | 1.81% | +183+0.2% | Added |
| Anfield Capital Management, LLC | 74,346 | $31.8M | 15.15% | +8,807+13.4% | Added |
| IFP Advisors, Inc | 73,647 | $31.5M | 1.42% | −6,420−8.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 73,174 | $31.3M | 10.41% | +14,068+23.8% | Added |
| Buckingham Strategic Wealth, LLC | 72,774 | $31.1M | 0.44% | +4,606+6.8% | Added |
| NewSquare Capital LLC | 72,477 | $31.0M | 3.27% | +627+0.9% | Added |
| Boston Family Office LLC | 72,217 | $30.9M | 2.53% | −300−0.4% | Reduced |
| LSP Investment Advisors, LLC | 72,200 | $30.9M | 15.21% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 72,186 | $30.9M | 3.45% | −3,642−4.8% | Reduced |
| Element Pointe Advisors, LLC | 72,164 | $30.8M | 9.83% | +218+0.3% | Added |
| Summit Trail Advisors, LLC | 71,891 | $30.8M | 1.13% | +526+0.7% | Added |
| Tenere Capital LLC | 72,000 | $30.8M | 11.84% | +72,000 | New |
| Adviser Investments LLC | 71,711 | $30.7M | 0.67% | +2,397+3.5% | Added |
| Clearstead Advisors, LLC | 71,196 | $30.5M | 1.87% | +164+0.2% | Added |
| Atlas Financial Advisors, Inc. | 71,236 | $30.5M | 23.80% | +40,235+129.8% | Added |
| Oppenheimer & Co Inc | 71,226 | $30.4M | 0.63% | +2,190+3.2% | Added |
| IFG Advisors, LLC | 71,169 | $30.4M | 10.81% | +9,434+15.3% | Added |
| Seven Post Investment Office LP | 70,702 | $30.2M | 8.47% | +341+0.5% | Added |
| Transform Wealth, LLC | 70,082 | $30.1M | 3.17% | +2,684+4.0% | Added |
| Advisor Resource Council | 69,893 | $29.9M | 19.77% | −3,984−5.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 69,534 | $29.7M | 0.31% | −1,614−2.3% | Reduced |
| Pinebridge Investments, L.P. | 69,472 | $29.7M | 0.33% | −567−0.8% | Reduced |
| Meridian Wealth Management, LLC | 68,393 | $29.2M | 1.79% | +1,473+2.2% | Added |
| Principal Financial Group Inc | 68,376 | $29.2M | 0.02% | +3,708+5.7% | Added |
| StrategIQ Financial Group, LLC | 67,877 | $29.0M | 3.36% | +1,736+2.6% | Added |
| Hantz Financial Services, Inc. | 66,765 | $28.5M | 0.72% | +358+0.5% | Added |
| Key Bridge Compliance, LLC | 66,351 | $28.4M | 8.88% | +66,351 | New |
| Caldwell Trust Co | 66,090 | $28.3M | 3.85% | +3,319+5.3% | Added |
| Raymond James Trust N.A. | 66,021 | $28.2M | 0.84% | +1,271+2.0% | Added |
| DuPont Capital Management Corp | 65,730 | $28.1M | 2.45% | −42,935−39.5% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 64,584 | $28.0M | 5.96% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 65,183 | $28.0M | 4.45% | +2,480+4.0% | Added |
| Sachem Head Capital Management LP | 65,300 | $27.9M | 1.41% | +45,600+231.5% | Added |
| IPG Investment Advisors LLC | 65,035 | $27.9M | 6.15% | +1,399+2.2% | Added |
| Clear Harbor Asset Management, LLC | 65,133 | $27.8M | 2.91% | −40.0% | Reduced |
| Institutional & Family Asset Management, LLC | 65,030 | $27.8M | 4.57% | +19,997+44.4% | Added |
| Associated Banc-Corp | 64,825 | $27.7M | 1.07% | +3,042+4.9% | Added |
| Zacks Investment Management | 64,809 | $27.7M | 0.36% | −50.0% | Reduced |
| Crescent Grove Advisors, LLC | 64,512 | $27.7M | 3.45% | +349+0.5% | Added |
| Retireful, LLC | 63,902 | $27.3M | 13.03% | +37,046+137.9% | Added |
| Inscription Capital, LLC | 63,875 | $27.3M | 8.90% | −37−0.1% | Reduced |
| First Financial Bank - Trust Division | 63,772 | $27.3M | 2.99% | −857−1.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 63,701 | $27.2M | 0.42% | −1,452−2.2% | Reduced |
| Source Financial Advisors LLC | 63,562 | $27.2M | 9.17% | +5,961+10.3% | Added |
| Black Maple Capital Management LP | 63,270 | $27.0M | 24.42% | +500+0.8% | Added |
| MKT Advisors LLC | 63,295 | $27.0M | 20.50% | −3,092−4.7% | Reduced |
| Bryn Mawr Trust Co | 63,170 | $27.0M | 1.19% | −1,022−1.6% | Reduced |
| North Star Investment Management Corp. | 62,198 | $26.6M | 2.24% | −566−0.9% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 62,115 | $26.6M | 1.41% | −216,650−77.7% | Reduced |
| Natixis Advisors, L.P. | 62,044 | $26.5M | 0.08% | −169,229−73.2% | Reduced |
| Aspen Grove Capital, LLC | 61,549 | $26.4M | 9.81% | +1,976+3.3% | Added |
| Schechter Investment Advisors, LLC | 61,771 | $26.4M | 2.56% | +1,419+2.4% | Added |
| Aspiriant, LLC | 61,753 | $26.4M | 1.35% | +981+1.6% | Added |
| Dumont & Blake Investment Advisors LLC | 61,633 | $26.3M | 8.91% | +203+0.3% | Added |
| Evermay Wealth Management LLC | 61,415 | $26.3M | 5.38% | −1,126−1.8% | Reduced |
| Afg Fiduciary Services Limited Partnership | 61,051 | $26.3M | 23.36% | −3,758−5.8% | Reduced |
| Independent Financial Group, LLC | 61,585 | $26.3M | 1.71% | +2,485+4.2% | Added |
| Chesley Taft & Associates LLC | 61,521 | $26.3M | 1.71% | +209+0.3% | Added |
| Birinyi Associates Inc | 61,484 | $26.3M | 10.49% | +758+1.2% | Added |
| BigSur Wealth Management LLC | 61,204 | $26.3M | 13.24% | +600+1.0% | Added |
| Hall Kathryn A. | 61,360 | $26.2M | 8.90% | 00.0% | Unchanged |
| Roth Financial Partners LLC | 60,845 | $26.0M | 16.28% | −2,298−3.6% | Reduced |
| Wind River Trust Co | 60,481 | $25.9M | 11.14% | −37,425−38.2% | Reduced |
| Guggenheim Capital LLC | 60,475 | $25.9M | 0.22% | −53,725−47.0% | Reduced |
| Wealthfront Advisers LLC | 60,305 | $25.8M | 0.11% | +8,537+16.5% | Added |
| Solitude Financial Services | 60,017 | $25.7M | 14.48% | +1,555+2.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 60,012 | $25.7M | 12.37% | +189+0.3% | Added |
| Signaturefd, LLC | 60,003 | $25.7M | 0.67% | −2,957−4.7% | Reduced |
| MTC Wealth Management LLC | 59,836 | $25.6M | 12.60% | −3,190−5.1% | Reduced |
| GFS Advisors, LLC | 59,076 | $25.3M | 3.92% | +24,701+71.9% | Added |
| King Luther Capital Management Corp | 59,058 | $25.2M | 0.13% | +574+1.0% | Added |
| Johnson Financial Group, Inc. | 58,823 | $25.2M | 1.75% | +267+0.5% | Added |
| Washburn Capital Management, Inc. | 58,817 | $25.1M | 21.24% | +704+1.2% | Added |
| First Nebraska Trust Co | 58,703 | $25.1M | 3.11% | −2,990−4.8% | Reduced |
| Pegasus Partners Ltd. | 58,701 | $25.1M | 3.53% | −958−1.6% | Reduced |
| HMS Capital Management, LLC | 58,682 | $25.1M | 16.60% | −953−1.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 58,633 | $25.1M | 15.24% | +1,131+2.0% | Added |
| Fiduciary Trust Co | 58,484 | $25.0M | 0.46% | −1,640−2.7% | Reduced |
| Resources Investment Advisors, LLC. | 58,380 | $25.0M | 0.54% | +2,429+4.3% | Added |
| Caas Capital Management LP | 58,300 | $24.9M | 5.53% | +58,200+58,200.0% | Added |
| Oppenheimer Asset Management Inc. | 58,278 | $24.9M | 0.38% | +757+1.3% | Added |
| Insigneo Advisory Services, LLC | 57,610 | $24.7M | 5.03% | +1,706+3.1% | Added |
| Shilanski & Associates, Inc. | 57,588 | $24.6M | 10.06% | +3,346+6.2% | Added |
| Principal Street Partners, LLC | 57,362 | $24.5M | 4.86% | +30,181+111.0% | Added |
| Stratos Wealth Advisors, LLC | 57,283 | $24.5M | 1.62% | +37,171+184.8% | Added |
| Howland Capital Management LLC | 57,041 | $24.5M | 1.43% | −733−1.3% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 56,867 | $24.3M | 13.98% | +926+1.7% | Added |
| Salomon & Ludwin, LLC | 56,809 | $24.3M | 2.53% | +5,009+9.7% | Added |
| Teachers Retirement System of the State of Kentucky | 56,711 | $24.2M | 0.25% | 00.0% | Unchanged |
| Callan Family Office, LLC | 56,610 | $24.2M | 6.44% | +8,777+18.3% | Added |