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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.

Q4 2023 vs. Q3 2023

How the institutions holding SPDR S&P 500 ETF Trust changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of SPY: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders3,329623,694+427
Shares552.7M6.60M630.5M+84.5M (+15.5%)
Value$230.9B$2.77B$295.1B+$67.0B (+29.4%)

62 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (516)

Institutions that held SPDR S&P 500 ETF Trust at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 516 by value.

Institutions new to SPY in Q4 2023
InstitutionSharesValue% of portfolio
CTC LLC12,289,133$5.84B57.52%
Pathstone Holdings, LLC2,402,911$1.14B6.20%
Alberta Investment Management Corp2,205,830$1.05B9.86%
Flow Traders U.S. LLC1,268,495$602.9M18.46%
Walleye Capital LLC843,344$400.8M5.62%
Man Group plc841,130$399.8M1.15%
MKP Capital Management, L.L.C.640,000$304.2M18.85%
Mariner Investment Group LLC636,943$302.7M82.18%
Howard Hughes Medical Institute627,563$298.3M99.00%
AlTi Global, Inc.505,383$241.2M7.38%
Avanda Investment Management Pte. Ltd.500,000$237.7M23.18%
XR Securities LLC482,749$229.5M72.30%
Foster Dykema Cabot & Partners, LLC422,253$201.5M21.35%
Marshall Wace, LLP407,242$193.6M0.37%
Akuna Securities LLC371,418$176.5M92.32%
PBCay One RSC Ltd304,150$144.6M31.59%
University of Illinois Foundation296,788$141.7M62.85%
Marathon Trading Investment Management LLC297,833$141.6M27.28%
Laurion Capital Management LP255,000$121.2M4.35%
QVR LLC242,982$115.5M85.40%
RK Capital Management, LLC233,432$102.9M47.99%
Saudi Central Bank210,000$100.2M12.16%
Jump Financial, LLC200,031$95.1M3.07%
Alphadyne Asset Management LP200,000$95.1M94.60%
National Philanthropic Trust198,898$94.5M2.51%
Spectrum Wealth Counsel, LLC195,421$92.9M12.87%
Spider Management Company, LLC191,056$90.8M58.41%
Navigation Wealth Management, Inc.174,478$82.9M98.19%
Marex Group plc170,352$81.0M3.18%
Concurrent Investment Advisors, LLC169,395$80.5M3.81%
Gladius Capital Management LP168,944$80.3M50.48%
Soros Fund Management LLCSuperinvestorSoros Fund Management165,498$78.7M1.49%
Durable Capital Partners LP165,052$78.5M0.62%
MSA Advisors, LLC156,053$74.2M25.82%
Marest Capital, LLC151,929$72.2M74.01%
Urban Financial Advisory Corp145,449$69.1M52.62%
Redmile Group, LLC142,500$67.7M2.42%
Ensign Peak Advisors, Inc140,000$66.5M0.13%
Modern Wealth Management, LLC136,625$64.9M8.20%
USA Financial Portformulas Corp135,648$64.5M11.28%
Mesirow Financial Investment Management, Inc.134,079$58.2M2.12%
Luxor Capital Group, LP108,955$51.8M8.47%
TRB Advisors LP100,000$47.5M12.56%
Meritage Group LP96,069$45.7M1.05%
Financial Advocates Investment Management94,953$45.1M2.99%
Embree Financial Group86,756$41.2M8.67%
Colony Group, LLC84,647$40.2M0.53%
Readystate Asset Management LP81,750$38.9M2.32%
Fifth Lane Capital, LP75,000$35.6M41.88%
One River Asset Management, LLC74,018$35.2M10.65%
Focus Financial Network Inc72,859$34.8M1.31%
Hanover Advisors Inc67,834$32.2M15.74%
Aspect Partners, LLC66,010$31.4M20.23%
Sapient Capital LLC65,423$31.2M0.81%
Garda Capital Partners LP65,238$31.0M15.78%
Eagle Capital Management LLC63,956$30.4M0.13%
LM Advisors LLC60,104$28.6M5.75%
Azora Capital LP56,140$26.7M2.42%
Morningstar Investment Services LLC54,917$26.2M0.15%
Crestline Management, LP50,000$23.8M2.20%
Helios Capital Management Pte. Ltd48,000$22.8M18.07%
Point72 Asia (Singapore) Pte. Ltd.47,139$22.4M5.48%
Bayesian Capital Management, LP45,200$21.5M2.28%
Waycross Partners, LLC45,000$21.4M4.01%
Aragon Global Management, LP44,580$21.2M12.02%
Woodline Partners LP44,364$21.1M0.23%
Second Line Capital, LLC43,444$20.7M8.30%
Raelipskie Partnership41,950$19.9M12.14%
Advanced Portfolio Management, LLC40,000$19.0M20.02%
Panview Asian Equity Master Fund39,000$18.5M12.35%
Voisard Asset Management Group, Inc.36,047$17.1M10.31%
Medici Capital LLC34,044$16.2M21.48%
Lanham O'Dell & Company, Inc.32,854$15.6M10.84%
Trust Co of the South31,434$14.9M3.95%
Zega Financial, LLC31,089$14.8M6.16%
Rothschild Capital Partners, LLC29,367$14.0M4.40%
Mirabaud & Cie SA29,087$13.8M4.61%
Tyche Wealth Partners LLC28,403$13.5M3.25%
Sanibel Captiva Trust Company, Inc.27,777$13.2M0.49%
Harbour Trust & Investment Management Co27,548$13.1M1.85%
First Eagle Investment Management, LLC27,500$13.1M0.03%
Naples Money Management LLC27,334$13.0M12.16%
Icon Wealth Advisors, LLC26,699$12.7M1.32%
Gridiron Partners, LLC26,216$12.5M8.79%
Fund Evaluation Group, LLC26,110$12.4M0.90%
Sachetta, LLC25,571$12.2M5.77%
Weaver Capital Management LLC25,282$12.0M4.85%
Rothschild Investment LLC25,230$12.0M1.01%
PFC Capital Group, Inc.24,779$11.8M6.99%
Conscious Wealth Investments, LLC22,772$11.1M8.86%
Clarus Wealth Advisors22,807$10.9M6.43%
Todd Asset Management LLC21,630$10.3M0.23%
Marquette Associates, Inc.19,438$10.0M10.09%
Accent Capital Management, LLC20,935$9.95M7.85%
Steward Partners Investment Solutions, LLC20,638$9.81M4.09%
Inspire Trust Co, N.A.19,845$9.43M9.73%
BluePointe Capital Management, LLC19,648$9.38M7.12%
Alta Capital Management LLC19,388$9.22M0.60%
MidAtlantic Capital Management, Inc.19,017$9.04M8.79%
Canopy Partners, LLC18,806$8.97M5.47%

Sold out (89)

Institutions that held SPDR S&P 500 ETF Trust at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of SPY in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Sumitomo Life Insurance Co1,160,000$506.5M
Invenomic Capital Management LP550,000$235.1M
Shaolin Capital Management LLC325,000$138.9M
PointState Capital LP300,632$128.5M
Gendell Jeffrey L275,000$117.6M
Quantitative Investment Management, LLC176,437$75.4M
Evoke Wealth, LLC134,102$57.5M
Silverback Asset Management LLC100,000$42.7M
Paragon Wealth Strategies, LLC97,238$41.6M
Wafra Inc.82,102$35.1M
Tenere Capital LLC72,000$30.8M
DuPont Capital Management Corp65,730$28.1M
Sachem Head Capital Management LP65,300$27.9M
Generation Investment Management LLP51,603$22.1M
Q Global Advisors, LLC50,000$21.4M
Seven Grand Managers, LLC50,000$21.4M
Tri Locum Partners LP45,208$19.3M
TIG Advisors, LLC36,000$15.4M
Accuvest Global Advisors33,832$14.5M
Moody National Bank Trust Division30,587$13.1M
HAP Trading, LLC28,237$12.1M
Verdad Advisers, LP25,000$10.7M
Nine27 Capital Management, LP25,000$10.7M
Segall Bryant & Hamill, LLC21,009$8.98M
Panagora Asset Management Inc14,499$6.20M
Warberg Asset Management LLC12,000$5.13M
Kettle Hill Capital Management, LLC10,602$4.53M
Cowen and Company, LLC10,600$4.53M
Bridgewater Advisors Inc.10,414$4.45M
Glaxis Capital Management, LLC10,000$4.27M
P&S Credit Management, L.P.9,136$3.91M
Empowered Funds, LLC8,685$3.71M
Rollins Financial7,877$3.37M
Quantbot Technologies LP7,623$3.26M
Western Asset Management Company, LLC7,236$3.09M
Elite Wealth Management, Inc.6,404$2.74M
Sabby Management, LLC6,000$2.56M
Carmel Capital Partners, LLC5,011$2.14M
Headlands Technologies LLC4,902$2.10M
Rational Advisors LLC4,729$2.02M
Shaker Financial Services, LLC4,250$1.82M
Roberts Wealth Advisors, LLC4,145$1.81M
Mirabella Financial Services LLP3,950$1.69M
Oak Thistle LLC3,944$1.69M
Simplex Trading, LLC3,925$1.68M
Shay Capital LLC3,300$1.41M
Legacy Financial Group LLC3,125$1.34M
Aristides Capital LLC2,400$1.03M
Q3 Asset Management2,309$987.0K
Banco BTG Pactual S.A.2,250$961.8K
Lloyd Advisory Services, LLC.2,077$887.9K
Global Assets Advisory, LLC1,740$743.7K
Rosenbaum Jay D.1,734$741.3K
Synergy Financial Group, LTD1,654$707.1K
Snider Financial Group1,596$682.2K
Phocas Financial Corp.1,570$671.1K
RIA Advisory Group LLC1,520$649.5K
Ferguson Shapiro LLC1,468$627.5K
KPP Advisory Services LLC1,428$610.4K
Essex LLC1,370$585.6K
West Michigan Advisors, LLC1,300$555.8K
Logan Stone Capital, LLC1,145$489.5K
Kerrisdale Advisers, LLC1,120$478.8K
Mitsubishi UFJ Trust & Banking Corp1,092$466.8K
Cardinal Point Capital Management, ULC1,012$434.2K
Gsa Capital Partners LLP963$412.0K
Cable Hill Partners, LLC963$411.5K
Vantage Investment Partners, LLC959$410.0K
Cohanzick Management, LLC1,000$407.7K
FinDec Wealth Services, Inc.906$387.4K
Independent Solutions Wealth Management, LLC814$348.0K
Watchman Group, Inc.780$333.4K
Professional Financial Advisors, LLC748$319.6K
ETF Store, Inc.640$275.3K
Briaud Financial Planning, Inc615$262.0K
SMH Capital Advisors Inc605$259.0K
Jag Capital Management, LLC514$219.9K
Davis-Rea Ltd.509$218.4K
Ambassador Advisors, LLC468$206.0K
PCA Investment Advisory Services Inc.477$204.0K
Tamar Securities, LLC290$124.0K
Sentry Investment Management LLC269$115.0K
Byrne Asset Management LLC196$84.0K
Buck Wealth Strategies, LLC180$76.9K
Riverview Trust Co80$34.2K
Daiwa Securities Group Inc.58$25.0K
EMG Holdings, L.P.13$5.56K
Donald L. Hagan, LLC3$1.28K
ARK Investment Management LLCSuperinvestorARK Invest1$376

Not filed for Q4 2023 yet (62)

Institutions that held SPDR S&P 500 ETF Trust at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SPY in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Pathstone Family Office, LLC2,390,409$1.02B
First Republic Investment Management, Inc.2,232,889$954.5M
Foster Dykema Cabot & Co Inc426,018$182.1M
Cornerstone Retirement Group, Inc.314,422$134.4M
Tiedemann Advisors, LLC178,438$76.6M
Colony Group LLC99,005$42.3M
SIG North Trading, ULC90,695$38.8M
Key Bridge Compliance, LLC66,351$28.4M
Bryn Mawr Trust Co63,170$27.0M
V Wealth Advisors LLC48,813$20.9M
Payden & Rygel Investment Group44,362$19.0M
Focus Financial Network, Inc.42,784$18.4M
Claybrook Capital, LLC38,321$16.4M
Comerica Securities,inc.37,310$16.0M
SBB Research Group LLC32,496$13.9M
Icon Wealth Partners, LLC26,699$11.4M
Coury Firm Asset Management LLC26,634$11.4M
Rothschild Investment Corp25,866$11.1M
Goodwin Daniel L25,168$10.8M
Precept Management LLC20,000$8.55M
New Legacy Group, LLC18,387$7.86M
Bedel Financial Consulting Inc15,607$6.67M
Truadvice, LLC14,966$6.59M
BTC Capital Management, Inc.14,627$6.25M
Johnson Midwest Financial, LLC13,874$5.93M
Old North State Trust, LLC11,969$5.12M
Front Barnett Associates LLC11,806$5.05M
Mark Stevens11,244$4.81M
Ropes Wealth Advisors LLC11,238$4.80M
Triad Financial Advisors, Inc.11,118$4.75M
Sutton Wealth Advisors Inc.10,964$4.69M
Private Asset Management Inc10,625$4.54M
KLK Capital Management LLC8,660$3.70M
Sturgeon Ventures LLP8,216$3.51M
Clientfirst Wealth Management, LLC7,861$3.42M
Bishop Rock Capital, L.P.6,517$2.79M
Madison Wealth Management6,517$2.79M
Wealth Advisors, Inc.5,793$2.48M
Community Financial Services Group, LLC4,737$2.02M
Polaris Wealth Advisory Group, LLC4,479$1.91M
Column Capital Advisors, LLC3,871$1.65M
Capital Financial Planning, LLC3,802$1.63M
Advisor Partners II, LLC3,755$1.60M
Amia Capital LLP125,000$1.55M
Palladiem, LLC2,908$1.24M
PRW Wealth Management LLC2,611$1.09M
Innovis Asset Management LLC2,472$1.06M
Appleton Group, LLC2,262$967.0K
Lewis Capital Management, LLC2,211$945.2K
West Chester Capital Advisors, Inc2,190$936.2K
Corundum Trust Company, INC1,907$815.2K
Windsor Group LTD1,812$775.0K
KB Financial Partners, LLC1,481$633.0K
Steward Financial Group LLC1,367$584.0K
KCS Wealth Advisory900$384.7K
J2 Capital Management Inc778$332.6K
Mastrapasqua Asset Management Inc576$246.2K
Daniels&Tansey,LLP1,145$243.2K
Briggs Advisory Group, Inc.500$213.7K
Wealth Management Solutions, LLC484$207.0K
Cyrus J. Lawrence, LLC176$75.0K
WFA of San Diego, LLC91$38.9K