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 |
|---|---|---|---|---|---|
| Exchange Bank | 2,010 | $955.4K | 0.83% | −23−1.1% | Reduced |
| Prosperity Wealth Management, Inc. | 2,013 | $956.6K | 0.63% | −1,287−39.0% | Reduced |
| Chapman Investment Management, LLC | 2,017 | $958.7K | 0.73% | 00.0% | Unchanged |
| Sage Advisors, LLC | 2,017 | $958.8K | 0.95% | +2,017 | New |
| Patrick M Sweeney & Associates, Inc | 2,020 | $960.1K | 0.88% | +2,020 | New |
| FreeGulliver LLC | 2,025 | $962.5K | 1.28% | +2,025 | New |
| Syntegra Private Wealth Group, LLC | 2,027 | $963.5K | 0.14% | +20+1.0% | Added |
| Graybill Bartz & Assoc Ltd | 2,031 | $965.4K | 0.43% | +108+5.6% | Added |
| Dorchester Wealth Management Co | 2,032 | $965.8K | 0.18% | +40+2.0% | Added |
| Capital Investment Counsel, Inc | 2,032 | $965.8K | 0.17% | +2,032 | New |
| Angeles Investment Advisors, LLC | 2,026 | $966.8K | 0.06% | +2,026 | New |
| JPL Wealth Management, LLC | 2,046 | $972.5K | 0.70% | +2,046 | New |
| Excalibur Management Corp | 2,038 | $972.6K | 0.46% | −27−1.3% | Reduced |
| Prossimo Advisors, LLC | 2,050 | $974.0K | 2.06% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,050 | $974.4K | 0.85% | +2,050 | New |
| Paragon Advisors, LLC | 2,056 | $977.4K | 0.41% | −3,660−64.0% | Reduced |
| Monetary Management Group Inc | 2,057 | $977.7K | 0.30% | −275−11.8% | Reduced |
| Private Wealth Strategies, L.L.C. | 2,061 | $979.6K | 0.22% | +10.0% | Added |
| Viewpoint Capital Management LLC | 2,063 | $980.6K | 0.69% | 00.0% | Unchanged |
| River Street Advisors LLC | 2,063 | $980.7K | 0.78% | +708+52.3% | Added |
| Wealth Effects LLC | 2,063 | $980.8K | 0.37% | +1,083+110.5% | Added |
| BOS Asset Management, LLC | 2,071 | $984.4K | 0.67% | +132+6.8% | Added |
| BancFirst Trust & Investment Management | 2,065 | $984.7K | 0.45% | 00.0% | Unchanged |
| Asset Planning Services Inc | 2,074 | $986.0K | 0.60% | +21+1.0% | Added |
| Seizert Capital Partners, LLC | 2,075 | $986.3K | 0.05% | +2,075 | New |
| Cora Capital Advisors LLC | 2,075 | $986.5K | 0.58% | +133+6.8% | Added |
| N.E.W. Advisory Services LLC | 2,077 | $987.1K | 0.12% | +106+5.4% | Added |
| Bellecapital International Ltd. | 2,079 | $988.2K | 0.22% | +100+5.1% | Added |
| Heartwood Wealth Advisors LLC | 2,079 | $988.3K | 0.13% | +22+1.1% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 2,081 | $989.0K | 0.44% | +2,081 | New |
| Sugarloaf Wealth Management, LLC | 2,081 | $989.1K | 0.24% | −61−2.8% | Reduced |
| ETF Portfolio Partners, Inc. | 2,081 | $989.2K | 0.33% | +216+11.6% | Added |
| Courage Miller Partners, LLC | 2,083 | $990.1K | 0.37% | −10.0% | Reduced |
| Horizon Investments, LLC | 2,083 | $990.1K | 0.03% | +33+1.6% | Added |
| Empire Financial Management Company, LLC | 2,086 | $991.9K | 0.39% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 2,087 | $992.0K | 0.74% | −42−2.0% | Reduced |
| Lincoln Capital Corp | 2,090 | $993.4K | 0.49% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 2,091 | $993.9K | 1.08% | −214−9.3% | Reduced |
| Patient Capital Management, LLC | 2,091 | $994.0K | 0.05% | +2,091 | New |
| Pekin Hardy Strauss, Inc. | 2,096 | $996.4K | 0.15% | −30−1.4% | Reduced |
| Long Road Investment Counsel, LLC | 2,064 | $997.0K | 0.41% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 2,099 | $997.4K | 0.80% | +8+0.4% | Added |
| Navalign, LLC | 2,105 | $1.00M | 0.35% | −383−15.4% | Reduced |
| New Century Financial Group, LLC | 2,108 | $1.00M | 0.87% | +2,108 | New |
| Miramar Capital, LLC | 2,111 | $1.00M | 0.26% | 00.0% | Unchanged |
| Mango Five Family, Inc. | 2,114 | $1.00M | 0.38% | +2,114 | New |
| Financial Network Wealth Advisors LLC | 2,119 | $1.01M | 1.07% | +2,119 | New |
| Darden Wealth Group Inc | 2,113 | $1.01M | 0.97% | +2,113 | New |
| McGuire Investment Group, LLC | 2,121 | $1.01M | 0.17% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,125 | $1.01M | 0.06% | +10.0% | Added |
| Buffington Mohr McNeal | 2,125 | $1.01M | 0.20% | 00.0% | Unchanged |
| Davis Capital Management | 2,129 | $1.01M | 0.97% | +2,129 | New |
| Full Sail Capital, LLC | 2,131 | $1.01M | 0.08% | +1,033+94.1% | Added |
| Fundamentun, LLC | 2,132 | $1.01M | 0.12% | −33−1.5% | Reduced |
| American Financial Advisors, LLC | 2,134 | $1.01M | 0.15% | +15+0.7% | Added |
| Alpha Financial Partners, LLC | 2,135 | $1.01M | 1.00% | +13+0.6% | Added |
| Coastal Bridge Advisors, LLC | 2,135 | $1.01M | 0.26% | −48−2.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,139 | $1.02M | 0.61% | +10.0% | Added |
| Mayport, LLC | 2,145 | $1.02M | 0.46% | −125−5.5% | Reduced |
| ERn Financial, LLC | 2,142 | $1.02M | 0.19% | −45−2.1% | Reduced |
| Websterrogers Financial Advisors, LLC | 2,148 | $1.02M | 0.43% | −44−2.0% | Reduced |
| Robinson Smith Wealth Advisors LLC | 2,149 | $1.02M | 1.00% | +2,149 | New |
| Lam Group, Inc. | 2,150 | $1.02M | 0.93% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 2,150 | $1.02M | 0.20% | −526−19.7% | Reduced |
| Occidental Asset Management, LLC | 2,155 | $1.02M | 0.21% | +491+29.5% | Added |
| JNBA Financial Advisors | 2,159 | $1.03M | 0.12% | −472−17.9% | Reduced |
| 49 Wealth Management, LLC | 2,163 | $1.03M | 0.26% | +2,163 | New |
| Affinity Capital Advisors, LLC | 2,169 | $1.03M | 0.25% | +171+8.6% | Added |
| Gordian Capital Singapore Pte Ltd | 2,180 | $1.04M | 0.94% | 00.0% | Unchanged |
| Sym Financial Corp | 2,181 | $1.04M | 0.17% | +115+5.6% | Added |
| 3Chopt Investment Partners, LLC | 2,179 | $1.04M | 0.38% | +2,179 | New |
| KBC Group NV | 2,188 | $1.04M | 0.00% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 2,193 | $1.04M | 1.29% | +2,193 | New |
| Vaughan & Co Securities, Inc. | 2,196 | $1.04M | 0.70% | +5+0.2% | Added |
| O'Rourke & Company, Inc | 2,196 | $1.04M | 0.67% | +267+13.8% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,197 | $1.04M | 0.22% | −803−26.8% | Reduced |
| Monograph Wealth Advisors, LLC | 2,189 | $1.04M | 0.19% | −1,500−40.7% | Reduced |
| Trevian Wealth Management LLC | 2,198 | $1.04M | 0.81% | −205−8.5% | Reduced |
| Boyd Wealth Management, LLC | 2,199 | $1.05M | 0.65% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 2,194 | $1.05M | 0.80% | +236+12.1% | Added |
| Intellectus Partners, LLC | 2,192 | $1.05M | 0.30% | 00.0% | Unchanged |
| Day & Ennis, LLC | 2,204 | $1.05M | 0.37% | +50+2.3% | Added |
| Beacon Financial Group | 2,209 | $1.05M | 0.13% | +609+38.1% | Added |
| Addenda Capital Inc. | 2,212 | $1.05M | 0.04% | −1,293−36.9% | Reduced |
| Artemis Wealth Advisors, LLC | 2,221 | $1.06M | 0.20% | −56−2.5% | Reduced |
| Ratio Wealth Group | 2,222 | $1.06M | 0.23% | +101+4.8% | Added |
| Armor Investment Advisors, LLC | 2,223 | $1.06M | 0.56% | −21−0.9% | Reduced |
| Park Edge Advisors, LLC | 2,228 | $1.06M | 0.37% | +177+8.6% | Added |
| Hiley Hunt Wealth Management | 2,237 | $1.06M | 0.79% | +2,237 | New |
| Fortune Financial Advisors, LLC | 2,238 | $1.06M | 0.74% | −111−4.7% | Reduced |
| Leisure Capital Management | 2,239 | $1.06M | 0.58% | +19+0.9% | Added |
| Sebold Capital Management, Inc. | 2,242 | $1.07M | 0.79% | −958−29.9% | Reduced |
| Massachusetts Wealth Management | 2,243 | $1.07M | 0.86% | +860+62.2% | Added |
| Darrow Company, Inc. | 2,253 | $1.07M | 0.82% | +568+33.7% | Added |
| Rakuten Securities, Inc. | 2,254 | $1.07M | 0.85% | +2,254 | New |
| Cape Ann Savings Bank | 2,219 | $1.07M | 0.71% | −6−0.3% | Reduced |
| Capital CS Group, LLC | 2,255 | $1.07M | 1.19% | −6,306−73.7% | Reduced |
| Icapital Wealth LLC | 2,258 | $1.07M | 0.69% | 00.0% | Unchanged |
| tru Independence LLC | 2,262 | $1.08M | 0.33% | +1,738+331.7% | Added |
| Brooks, Moore & Associates, Inc. | 2,265 | $1.08M | 0.74% | 00.0% | Unchanged |