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ZHEN

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, Q4 2023

Institutional positions in SPDR S&P 500 ETF Trust as of Dec 31, 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
3,694
+427 vs. Q3 2023
Shares held
630.5M
+84.5M (+15.5%) vs. Q3 2023
Total value
$295.1B
+$67.0B (+29.4%) vs. Q3 2023
New holders
516
1,509 more added
Sold out
89
1,261 more reduced

62 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 3,694 institutions
Q1 2021: 2,734 institutionsQ2 2021: 2,744 institutionsQ3 2021: 2,758 institutionsQ4 2021: 3,181 institutionsQ1 2022: 3,144 institutionsQ2 2022: 3,099 institutionsQ3 2022: 3,059 institutionsQ4 2022: 3,310 institutionsQ1 2023: 3,268 institutionsQ2 2023: 3,310 institutionsQ3 2023: 3,329 institutionsQ4 2023: 3,694 institutionsQ1 2024: 3,705 institutionsQ2 2024: 3,766 institutionsQ3 2024: 3,807 institutionsQ4 2024: 4,242 institutionsQ1 2025: 4,189 institutionsQ2 2025: 4,245 institutionsQ3 2025: 4,264 institutionsQ4 2025: 4,645 institutionsQ1 2026: 4,599 institutionsQ2 2026: 4,668 institutions
Value heldQ4 2023: $295.1B
Q1 2021: $225.0BQ2 2021: $231.3BQ3 2021: $245.4BQ4 2021: $290.9BQ1 2022: $258.8BQ2 2022: $207.3BQ3 2022: $200.9BQ4 2022: $207.8BQ1 2023: $214.8BQ2 2023: $249.1BQ3 2023: $230.9BQ4 2023: $295.1BQ1 2024: $304.2BQ2 2024: $299.6BQ3 2024: $328.5BQ4 2024: $342.5BQ1 2025: $313.6BQ2 2025: $343.0BQ3 2025: $357.7BQ4 2025: $374.7BQ1 2026: $356.9BQ2 2026: $448.3B
Institutions holding SPY and their total value by quarter
QuarterHoldersValue
Q2 20264,668$448.3B
Q1 20264,599$356.9B
Q4 20254,645$374.7B
Q3 20254,264$357.7B
Q2 20254,245$343.0B
Q1 20254,189$313.6B
Q4 20244,242$342.5B
Q3 20243,807$328.5B
Q2 20243,766$299.6B
Q1 20243,705$304.2B
Q4 20233,694$295.1B
Q3 20233,329$230.9B
Q2 20233,310$249.1B
Q1 20233,268$214.8B
Q4 20223,310$207.8B
Q3 20223,059$200.9B
Q2 20223,099$207.3B
Q1 20223,144$258.8B
Q4 20213,181$290.9B
Q3 20212,758$245.4B
Q2 20212,744$231.3B
Q1 20212,734$225.0B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q3 2023.

Institutions holding SPY in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
SYSTM Wealth Solutions LLC0$2670.00%0New
HWG Holdings LP1$4750.00%+1New
PEAK6 Investments LLC2$9520.00%−849,811−100.0%Reduced
Life Planning Partners, Inc3$1.43K0.00%+3New
Hillsdale Investment Management Inc.5$2.38K0.00%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co5$2.38K0.00%+5New
Horizons Wealth Management7$3.33K0.00%00.0%Unchanged
Gs Investments, Inc.8$3.80K0.00%00.0%Unchanged
Orion Capital Management LLC8$3.80K0.00%00.0%Unchanged
Insight Financial Services11$5.23K0.01%00.0%Unchanged
Eukles Asset Management13$6.18K0.00%+13New
Zurcher Kantonalbank (Zurich Cantonalbank)13$6.19K0.00%00.0%Unchanged
Ogorek Anthony Joseph16$7.00K0.00%00.0%Unchanged
Gould Capital, LLC20$9.51K0.01%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC21$9.98K0.01%+20+2,000.0%Added
Copeland Capital Management, LLC24$11.4K0.00%+24New
DecisionPoint Financial, LLC24$11.4K0.00%+24New
Pingora Partners LLC25$11.9K0.01%+25New
Ables, Iannone, Moore & Associates, Inc.25$11.9K0.01%+25New
Fairfield, Bush & Co.27$12.8K0.01%+27New
Covestor Ltd29$14.0K0.01%−8−21.6%Reduced
Cypress Capital Management LLC (WY)30$14.3K0.02%00.0%Unchanged
Advantage Trust Co31$14.7K0.01%+31New
Bramshill Investments, LLC36$17.1K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.37$18.0K0.01%+36+3,600.0%Added
Davidson Capital Management Inc.38$18.1K0.01%+38New
Livelsberger Financial Advisory39$18.5K0.02%+39New
Nalls Sherbakoff Group, LLC40$19.0K0.02%00.0%Unchanged
New England Capital Financial Advisors LLC42$19.9K0.01%00.0%Unchanged
Game Plan Financial Advisors, LLC50$23.8K0.01%+50New
Broadwater Capital Management LLC50$23.8K0.02%+50New
MB, Levis & Associates, LLC53$25.2K0.01%00.0%Unchanged
Moser Wealth Advisors, LLC55$26.1K0.02%00.0%Unchanged
Warther Private Wealth, LLC57$27.1K0.02%00.0%Unchanged
CGC Financial Services, LLC60$28.5K0.01%00.0%Unchanged
Bamco Inc60$28.5K0.00%+60New
Carolina Wealth Advisors, LLC61$29.0K0.02%00.0%Unchanged
Centerpoint Advisors, LLC67$32.0K0.01%−3−4.3%Reduced
Evergreen Private Wealth LLC68$32.3K0.02%+68New
Scarborough Advisors, LLC68$32.5K0.01%+68New
PayPay Securities Corp74$35.4K1.74%−4−5.1%Reduced
DB Fitzpatrick & Co, Inc79$37.5K0.04%00.0%Unchanged
Mach-1 Financial Group, Inc.79$37.5K0.01%+39+97.5%Added
Transcendent Capital Group LLC80$38.2K0.03%+80New
Vermillion & White Wealth Management Group, LLC83$39.5K0.04%+83New
Fairfield Financial Advisors, LTD85$40.4K0.02%00.0%Unchanged
Transamerica Financial Advisors, Inc.89$43.0K0.01%+12+15.6%Added
FWL Investment Management, LLC95$45.2K0.03%00.0%Unchanged
Legend Financial Advisors, Inc.95$45.4K0.04%00.0%Unchanged
Northwest Bank & Trust Co100$47.5K0.04%+100New
Skylands Capital, LLC100$47.5K0.01%00.0%Unchanged
Vima LLC100$47.5K0.11%+100New
Sanctuary Wealth Management, L.L.C.101$48.0K0.05%00.0%Unchanged
DAGCO, Inc.110$52.3K0.05%+110New
Dynamic Wealth Strategies, LLC110$52.3K0.05%+110New
Arcadia Investment Advisors LLC111$52.7K0.03%00.0%Unchanged
Abich Financial Wealth Management LLC112$53.2K0.05%+112New
Studio Investment Management LLC121$57.5K0.01%00.0%Unchanged
Benjamin Edwards Inc122$58.0K0.01%+43+54.4%Added
Easterly Investment Partners LLC124$58.9K0.01%+124New
Stuart Chaussee & Associates, Inc.130$61.8K0.02%+80+160.0%Added
Prestige Wealth Management Group LLC131$62.5K0.01%00.0%Unchanged
REAP Financial Group, LLC132$62.7K0.02%+132New
Atlantic Trust, LLC141$67.0K0.02%00.0%Unchanged
Hoey Investments, Inc145$68.9K0.02%00.0%Unchanged
Milestone Investment Advisors LLC152$72.2K0.02%00.0%Unchanged
Hartford Financial Management Inc.160$76.0K0.02%00.0%Unchanged
Perkins Coie Trust Co169$80.3K0.02%−339−66.7%Reduced
West Tower Group, LLC170$80.8K0.16%+170New
New Millennium Group LLC173$82.3K0.07%00.0%Unchanged
Citizens National Bank Trust Department178$84.6K0.02%00.0%Unchanged
Camelot Portfolios, LLC178$84.8K0.05%+178New
Evolution Advisers, Inc.179$85.0K0.05%00.0%Unchanged
Corecam Pte. Ltd.182$86.7K0.09%+182New
Horrell Capital Management, Inc.182$87.0K0.03%+30+19.7%Added
McCarthy Grittinger Financial Group, LLC186$88.4K0.03%00.0%Unchanged
McClarren Financial Advisors, Inc.190$90.0K0.07%+2+1.1%Added
VitalStone Financial, LLC189$90.0K0.07%+14+8.0%Added
Goodman Advisory Group, LLC210$99.8K0.03%00.0%Unchanged
Pacifica Partners Inc.219$100.0K0.05%00.0%Unchanged
Mendota Financial Group, LLC212$100.8K0.08%00.0%Unchanged
Cadent Capital Advisors, LLC216$102.6K0.05%+1+0.5%Added
True Wealth Design, LLC227$107.9K0.03%00.0%Unchanged
Park Place Capital Corp230$109.5K0.04%−451−66.2%Reduced
RE Dickinson Investment Advisors, LLC240$114.0K0.08%+238+11,900.0%Added
STRS Ohio245$116.0K0.00%−60−19.7%Reduced
Osterweis Capital Management Inc–$120.3K0.01%––
HBC Financial Services, PLLC260$123.0K0.08%00.0%Unchanged
Creekmur Asset Management LLC259$123.1K0.04%+259New
Avion Wealth266$126.0K0.04%00.0%Unchanged
Chelsea Counsel Co285$136.0K0.07%00.0%Unchanged
Stephens Consulting, LLC292$138.8K0.05%+1+0.3%Added
Financial Freedom, LLC292$138.8K0.09%00.0%Unchanged
Pineridge Advisors LLC293$139.1K0.05%+293New
Sofos Investments, Inc.298$141.6K0.04%+298Added
Highline Wealth Partners LLC298$141.8K0.07%−202−40.4%Reduced
Strengthening Families & Communities, LLC304$144.6K0.10%+1+0.3%Added
JCIC Asset Management Inc.305$145.0K0.06%00.0%Unchanged
Lee Financial Co305$145.1K0.03%00.0%Unchanged
Field & Main Bank312$148.3K0.06%00.0%Unchanged