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 |
|---|---|---|---|---|---|
| Westwood Wealth Management | 2,606 | $1.24M | 0.96% | −50−1.9% | Reduced |
| CNB Bank | 2,607 | $1.24M | 0.67% | −19−0.7% | Reduced |
| Moneywise, Inc. | 2,609 | $1.24M | 0.71% | +1,954+298.3% | Added |
| Core Wealth Advisors, Inc. | 2,613 | $1.24M | 0.46% | 00.0% | Unchanged |
| Econ Financial Services Corp | 2,616 | $1.24M | 0.88% | +2,616 | New |
| Investment House LLC | 2,623 | $1.25M | 0.09% | −48−1.8% | Reduced |
| Cullen Capital Management LLC | 2,625 | $1.25M | 0.02% | +2,625 | New |
| Papp L Roy & Associates | 2,628 | $1.25M | 0.16% | +10.0% | Added |
| Elk River Wealth Management, LLC | 2,617 | $1.25M | 0.24% | −470−15.2% | Reduced |
| Financial Council Asset Management Inc | 2,630 | $1.25M | 0.84% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 2,634 | $1.25M | 0.04% | +262+11.0% | Added |
| SS&H Financial Advisors, Inc. | 2,640 | $1.25M | 0.53% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,704 | $1.27M | 0.83% | −40−1.5% | Reduced |
| Cambridge Capital Management, LLC | 2,666 | $1.27M | 1.07% | +2,666 | New |
| American Capital Management Inc | 2,666 | $1.27M | 0.04% | −50−1.8% | Reduced |
| Girard Partners Ltd. | 2,676 | $1.27M | 0.13% | −1,351−33.5% | Reduced |
| Lee Danner & Bass Inc | 2,681 | $1.27M | 0.11% | −242−8.3% | Reduced |
| Palo Alto Wealth Advisors, LLC | 2,670 | $1.27M | 0.96% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 2,685 | $1.28M | 0.59% | −816−23.3% | Reduced |
| LVW Advisors, LLC | 2,686 | $1.28M | 0.24% | −21−0.8% | Reduced |
| Somerset Group LLC | 2,686 | $1.28M | 1.07% | −75−2.7% | Reduced |
| MBA Advisors LLC | 2,695 | $1.28M | 0.71% | +144+5.6% | Added |
| Private Capital Advisors, Inc. | 2,697 | $1.28M | 0.20% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,704 | $1.29M | 0.15% | −664−19.7% | Reduced |
| Summit Investment Advisory Services, LLC | 2,705 | $1.29M | 0.81% | +986+57.4% | Added |
| Sutton Place Investors LLC | 2,709 | $1.29M | 0.93% | +10+0.4% | Added |
| Upper Left Wealth Management, LLC | 2,713 | $1.29M | 1.26% | −267−9.0% | Reduced |
| Maripau Wealth Management LLC | 2,714 | $1.29M | 1.12% | −200−6.9% | Reduced |
| Navellier & Associates Inc | 2,722 | $1.29M | 0.19% | −575−17.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,726 | $1.30M | 0.52% | −88−3.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,730 | $1.30M | 0.03% | −34−1.2% | Reduced |
| Sterling Financial Planning, Inc. | 2,734 | $1.30M | 0.56% | −2−0.1% | Reduced |
| CORDA Investment Management, LLC. | 2,743 | $1.30M | 0.11% | −570−17.2% | Reduced |
| Delta Financial Group, Inc. | 2,744 | $1.30M | 0.41% | +231+9.2% | Added |
| Red Door Wealth Management, LLC | 2,746 | $1.31M | 0.28% | +174+6.8% | Added |
| Staley Capital Advisers Inc | 2,753 | $1.31M | 0.07% | −145−5.0% | Reduced |
| Lazari Capital Management, Inc. | 2,755 | $1.31M | 0.75% | −57−2.0% | Reduced |
| Dana Investment Advisors, Inc. | 2,766 | $1.31M | 0.06% | −61−2.2% | Reduced |
| Narus Financial Partners, LLC | 2,776 | $1.32M | 0.64% | +40+1.5% | Added |
| Cambridge Financial Group, LLC | 2,778 | $1.32M | 0.69% | +2,778 | New |
| Gordian Advisors LLC | 2,780 | $1.32M | 1.30% | +2,780 | New |
| Old Port Advisors | 2,791 | $1.33M | 0.44% | −37−1.3% | Reduced |
| Smartleaf Asset Management LLC | 3,067 | $1.33M | 0.36% | +3,067 | New |
| Altus Wealth Group LLC | 2,811 | $1.34M | 0.74% | +1,542+121.5% | Added |
| Main Street Research LLC | 2,800 | $1.34M | 0.11% | +1,102+64.9% | Added |
| Professional Advisory Services Inc | 2,812 | $1.34M | 0.19% | −29−1.0% | Reduced |
| Lantz Financial LLC | 2,824 | $1.34M | 0.48% | +10+0.4% | Added |
| Roof Eidam & Maycock | 2,833 | $1.35M | 0.40% | +168+6.3% | Added |
| WoodTrust Financial Corp | 2,839 | $1.35M | 0.23% | +1,751+160.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,839 | $1.35M | 0.55% | +2,839 | New |
| WMG Financial Advisors, LLC | 2,840 | $1.35M | 0.88% | +193+7.3% | Added |
| Liberty Capital Management, Inc. | 2,842 | $1.35M | 0.35% | −119−4.0% | Reduced |
| Birch Hill Investment Advisors LLC | 2,852 | $1.36M | 0.07% | −240−7.8% | Reduced |
| FinTrust Capital Advisors, LLC | 2,852 | $1.36M | 0.27% | −2,425−46.0% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,756 | $1.36M | 1.00% | −34−1.2% | Reduced |
| Register Financial Advisors LLC | 2,870 | $1.36M | 0.91% | +30+1.1% | Added |
| Frisch Financial Group, Inc. | 2,874 | $1.37M | 0.52% | +1,639+132.7% | Added |
| Ulland Investment Advisors, LLC | 2,876 | $1.37M | 1.38% | +135+4.9% | Added |
| Parkside Advisors LLC | 2,868 | $1.37M | 0.38% | +325+12.8% | Added |
| Advisors Preferred, LLC | 2,901 | $1.37M | 0.23% | +2,201+314.4% | Added |
| Mandatum Life Insurance Co Ltd | 2,885 | $1.37M | 0.51% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 2,891 | $1.37M | 0.97% | −2,688−48.2% | Reduced |
| WealthBridge Investment Counsel Inc. | 2,892 | $1.38M | 0.55% | −80−2.7% | Reduced |
| Valtinson Bruner Financial Planning LLC | 2,897 | $1.38M | 0.71% | +140+5.1% | Added |
| Prosperity Financial Group, Inc. | 2,902 | $1.38M | 0.96% | −10−0.3% | Reduced |
| Landmark Wealth Management, Inc. | 2,917 | $1.39M | 14.31% | +2,917 | New |
| Heritage Financial Services, LLC | 2,919 | $1.39M | 0.24% | +601+25.9% | Added |
| RiverGlades Family Offices LLC | 2,770 | $1.39M | 1.12% | −19−0.7% | Reduced |
| W.H. Cornerstone Investments Inc. | 2,923 | $1.39M | 1.10% | +10+0.3% | Added |
| Kooman & Associates | 2,927 | $1.39M | 0.62% | +2,927 | New |
| Triangle Securities Wealth Management | 2,932 | $1.39M | 0.43% | +17+0.6% | Added |
| Lumbard & Kellner, LLC | 2,932 | $1.39M | 0.81% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 2,934 | $1.39M | 0.15% | −70−2.3% | Reduced |
| Fermata Advisors, LLC | 2,938 | $1.40M | 0.33% | −69−2.3% | Reduced |
| Hemington Wealth Management | 2,944 | $1.40M | 0.54% | −614−17.3% | Reduced |
| Smead Capital Management, Inc. | 2,944 | $1.40M | 0.03% | +2,944 | New |
| Mattern Capital Management, LLC | 2,951 | $1.40M | 0.20% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 2,960 | $1.41M | 1.83% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 2,964 | $1.41M | 0.83% | +2,964 | New |
| LMR Partners LLP | 2,966 | $1.41M | 0.04% | +2,966 | New |
| Founders Financial Securities LLC | 2,966 | $1.41M | 0.16% | +216+7.9% | Added |
| Prairie Sky Financial Group LLC | 2,968 | $1.41M | 0.92% | +6+0.2% | Added |
| MSH Capital Advisors LLC | 2,986 | $1.42M | 0.53% | −1,332−30.8% | Reduced |
| Taylor Financial Group, Inc. | 2,994 | $1.42M | 1.17% | +2,994 | New |
| Meridian Financial, LLC | 2,994 | $1.42M | 1.12% | −10−0.3% | Reduced |
| Citizens & Northern Corp | 3,000 | $1.43M | 0.51% | 00.0% | Unchanged |
| HITE Hedge Asset Management LLC | 3,000 | $1.43M | 0.15% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 3,000 | $1.43M | 0.38% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 3,003 | $1.43M | 0.05% | −13,000−81.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,004 | $1.43M | 0.59% | +3,004 | New |
| Cassady Schiller Wealth Management, LLC | 3,015 | $1.43M | 0.72% | +10.0% | Added |
| Capital Planning Advisors, LLC | 3,018 | $1.43M | 0.27% | +650+27.4% | Added |
| Garner Asset Management Corp | 2,886 | $1.44M | 0.73% | −437−13.2% | Reduced |
| Financial Security Advisor, Inc. | 3,021 | $1.44M | 0.56% | +11+0.4% | Added |
| EFG Asset Management (Americas) Corp. | 3,026 | $1.44M | 0.31% | +2,071+216.9% | Added |
| EPG Wealth Management LLC | 2,912 | $1.44M | 0.38% | −204−6.5% | Reduced |
| Delta Asset Management LLC | 3,040 | $1.44M | 0.14% | −103−3.3% | Reduced |
| Hanson & Doremus Investment Management | 3,046 | $1.45M | 0.27% | 00.0% | Unchanged |
| Goodman Financial Corp | 3,060 | $1.45M | 0.39% | −10.0% | Reduced |
| CoreFirst Bank & Trust | 3,061 | $1.45M | 0.97% | −1,068−25.9% | Reduced |