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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Burford Brothers, Inc. | 1,686 | $801.4K | 0.57% | +1,686 | New |
| Strategic Investment Advisors | 1,691 | $803.8K | 0.12% | +62+3.8% | Added |
| Castellan Group, LLC | 1,691 | $803.8K | 0.50% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 1,692 | $804.0K | 0.25% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,699 | $807.6K | 0.06% | −68−3.8% | Reduced |
| 626 Financial, LLC | 1,702 | $808.8K | 0.53% | −255−13.0% | Reduced |
| Elm Partners Management LLC | 1,703 | $809.6K | 0.07% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 1,697 | $809.8K | 16.08% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 1,707 | $811.4K | 0.69% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 1,708 | $811.8K | 0.50% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 1,708 | $812.0K | 0.33% | 00.0% | Unchanged |
| ONE Advisory Partners, LLC | 1,712 | $813.7K | 0.43% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 1,719 | $817.5K | 0.27% | +219+14.6% | Added |
| Letko, Brosseau & Associates Inc | 1,720 | $817.5K | 0.01% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 1,720 | $817.5K | 0.49% | +150+9.6% | Added |
| Passive Capital Management, LLC. | 1,723 | $818.9K | 0.33% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 1,723 | $819.0K | 0.41% | +8+0.5% | Added |
| Intergy Private Wealth, LLC | 1,725 | $819.9K | 0.35% | −17−1.0% | Reduced |
| IMS Capital Management | 1,727 | $821.1K | 0.40% | +35+2.1% | Added |
| Drive Wealth Management, LLC | 1,729 | $825.1K | 0.27% | −190−9.9% | Reduced |
| Myecfo, LLC | 1,741 | $827.5K | 0.52% | −152−8.0% | Reduced |
| Live Oak Private Wealth LLC | 1,746 | $829.7K | 0.16% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 1,747 | $830.0K | 0.23% | −48−2.7% | Reduced |
| Kidder Stephen W | 1,750 | $831.8K | 0.27% | −20−1.1% | Reduced |
| RFP Financial Group LLC | 1,752 | $832.6K | 0.34% | +2+0.1% | Added |
| Independent Investors Inc | 1,755 | $834.2K | 0.19% | 00.0% | Unchanged |
| Strid Group, LLC | 1,756 | $834.7K | 0.17% | −462−20.8% | Reduced |
| Weatherly Asset Management L. P. | 1,766 | $842.8K | 0.09% | −28−1.6% | Reduced |
| Ethos Financial Group, LLC | 1,768 | $843.0K | 0.18% | +1,034+140.9% | Added |
| Steele Capital Management, Inc. | 1,782 | $847.1K | 0.06% | +1,782 | New |
| Jmac Enterprises LLC | 1,785 | $848.6K | 0.18% | −62−3.4% | Reduced |
| Mosley Wealth Management | 1,787 | $849.2K | 0.84% | +1,787 | New |
| Arvest Investments, Inc. | 1,789 | $850.3K | 0.14% | +1,789 | New |
| Theory Financial LLC | 1,794 | $852.7K | 0.46% | −880−32.9% | Reduced |
| Red Tortoise LLC | 1,799 | $855.0K | 0.48% | +5+0.3% | Added |
| Souders Financial Advisors | 1,800 | $855.5K | 0.15% | +335+22.9% | Added |
| Elequin Capital LP | 1,801 | $856.0K | 0.26% | −2,284−55.9% | Reduced |
| HTG Investment Advisors, Inc. | 1,802 | $856.6K | 0.56% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,804 | $857.0K | 0.51% | −10−0.6% | Reduced |
| Financial Partners Group, LLC | 1,807 | $859.0K | 0.39% | +6+0.3% | Added |
| Palogic Value Management, L.P. | 1,808 | $859.4K | 0.38% | 00.0% | Unchanged |
| Assetmark, Inc | 1,810 | $860.2K | 0.00% | −13−0.7% | Reduced |
| Capital Performance Advisors LLP | 1,818 | $864.2K | 0.37% | +747+69.7% | Added |
| Secure Asset Management, LLC | 1,822 | $866.1K | 0.23% | +80+4.6% | Added |
| Nichols & Pratt Advisers LLP | 1,827 | $868.4K | 0.06% | −100−5.2% | Reduced |
| Vista Investment Management | 1,827 | $868.4K | 0.40% | −1−0.1% | Reduced |
| Scientech Research LLC | 1,830 | $869.9K | 0.87% | +1,830 | New |
| Wilson & Boucher Capital Management, LLC | 1,832 | $870.8K | 0.73% | 00.0% | Unchanged |
| Burton Enright Welch | 1,833 | $871.1K | 0.23% | −349−16.0% | Reduced |
| Ategra Capital Management, LLC | 1,838 | $873.6K | 0.39% | +345+23.1% | Added |
| Summit X, LLC | 1,841 | $875.1K | 0.25% | −258−12.3% | Reduced |
| Wealth Quarterback LLC | 1,843 | $875.8K | 0.53% | +72+4.1% | Added |
| Beck Capital Management, LLC | 1,845 | $876.9K | 0.30% | +1,845 | New |
| Stewardship Advisors, LLC | 1,846 | $877.4K | 0.32% | +889+92.9% | Added |
| Colonial Trust Advisors | 1,849 | $878.8K | 0.09% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 1,853 | $880.7K | 0.50% | +67+3.8% | Added |
| Poplar Forest Capital LLC | 1,855 | $881.7K | 0.13% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,807 | $881.9K | 0.69% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 1,849 | $882.4K | 0.30% | +6+0.3% | Added |
| Meeder Asset Management Inc | 1,861 | $884.6K | 0.07% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,863 | $885.4K | 0.67% | +48+2.6% | Added |
| Reuter James Wealth Management, LLC | 1,863 | $885.9K | 0.60% | 00.0% | Unchanged |
| Vernal Point Advisors, LLC | 1,860 | $887.6K | 0.92% | +1,860 | New |
| Fidelity D & D Bancorp Inc | 1,872 | $889.8K | 0.69% | +1,266+208.9% | Added |
| Radnor Capital Management, LLC | 1,872 | $890.0K | 0.17% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $891.2K | 0.64% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 1,889 | $898.0K | 0.74% | −137−6.8% | Reduced |
| Marino, Stram & Associates LLC | 1,890 | $898.2K | 0.23% | +3+0.2% | Added |
| IMA Wealth, Inc. | 1,893 | $899.8K | 0.45% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 1,898 | $902.1K | 0.19% | +575+43.5% | Added |
| Alaethes Wealth LLC | 1,910 | $907.8K | 0.43% | −345−15.3% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 1,920 | $912.6K | 0.29% | −3−0.2% | Reduced |
| Precedent Wealth Partners, LLC | 1,924 | $914.6K | 0.46% | +1,924 | New |
| Your Advocates Ltd., LLP | 1,927 | $915.9K | 0.37% | +4+0.2% | Added |
| Significant Wealth Partners LLC | 1,930 | $917.3K | 0.67% | +1,930 | New |
| Silver Oak Advisory Group, Inc. | 1,937 | $921.0K | 0.54% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 1,943 | $923.5K | 0.56% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 1,943 | $923.7K | 0.18% | −1−0.1% | Reduced |
| High Note Wealth, LLC | 1,944 | $924.0K | 0.35% | 00.0% | Unchanged |
| Alerus Financial NA | 1,947 | $925.4K | 0.08% | −2−0.1% | Reduced |
| Naviter Wealth, LLC | 1,940 | $925.7K | 0.19% | −110−5.4% | Reduced |
| Fca Corp | 1,954 | $928.8K | 0.32% | +300+18.1% | Added |
| Bordeaux Wealth Advisors LLC | 1,954 | $929.0K | 0.32% | +1,136+138.9% | Added |
| One Charles Private Wealth Services, LLC | 1,956 | $929.8K | 0.49% | +796+68.6% | Added |
| Sendero Wealth Management, LLC | 1,958 | $930.7K | 0.18% | +287+17.2% | Added |
| Disciplined Equity Management, Inc. | 1,971 | $936.8K | 0.64% | +1,425+261.0% | Added |
| Cornerstone Planning Group LLC | 1,971 | $937.1K | 0.31% | +7+0.4% | Added |
| Arq Wealth Advisors, LLC | 1,977 | $939.7K | 0.56% | −100−4.8% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,977 | $939.7K | 0.88% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 1,983 | $942.5K | 0.13% | −1,983−50.0% | Reduced |
| Maple Capital Management, Inc. | 1,983 | $942.5K | 0.09% | −1,270−39.0% | Reduced |
| Capital Counsel LLC | 1,984 | $943.0K | 0.05% | 00.0% | Unchanged |
| Ti-Trust, Inc | 1,986 | $944.0K | 0.83% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 1,991 | $946.5K | 0.26% | +6+0.3% | Added |
| Virginia Wealth Management Group, Inc. | 2,000 | $950.6K | 0.83% | 00.0% | Unchanged |
| Quest Partners LLC | 2,000 | $950.6K | 0.20% | +2,000 | New |
| Sterling Manor Financial, LLC | 2,001 | $951.1K | 0.81% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 2,004 | $951.8K | 0.40% | +2,004 | New |
| Asset Planning Corporation | 2,004 | $952.7K | 0.74% | +44+2.2% | Added |
| Archer Investment Corp | 2,007 | $954.0K | 0.31% | −19−0.9% | Reduced |