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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Retirement Guys Formula LLC | 3,074 | $1.46M | 0.78% | +119+4.0% | Added |
| River Wealth Advisors LLC | 3,077 | $1.46M | 0.23% | −220−6.7% | Reduced |
| 9258 Wealth Management, LLC | 3,082 | $1.46M | 0.26% | +25+0.8% | Added |
| Ayrshire Capital Management LLC | 3,087 | $1.47M | 0.85% | +69+2.3% | Added |
| Curbstone Financial Management Corp | 3,097 | $1.47M | 0.33% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 3,108 | $1.48M | 0.24% | −100−3.1% | Reduced |
| Front Row Advisors LLC | 3,097 | $1.48M | 0.68% | −159−4.9% | Reduced |
| Eudaimonia Partners, LLC | 3,119 | $1.48M | 0.39% | +27+0.9% | Added |
| Miller Howard Investments Inc | 3,122 | $1.48M | 0.05% | +3,122 | New |
| Palouse Capital Management, Inc. | 3,130 | $1.49M | 1.05% | −577−15.6% | Reduced |
| Equita Financial Network, Inc. | 3,136 | $1.49M | 0.79% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 3,138 | $1.49M | 0.09% | +110+3.6% | Added |
| Altus Wealth Management, LLC | 3,144 | $1.49M | 0.89% | +856+37.4% | Added |
| Coombe, Bender & Co LLC | 3,146 | $1.50M | 0.93% | +2,199+232.2% | Added |
| Wallace Advisory Group, LLC | 3,502 | $1.50M | 1.17% | −39−1.1% | Reduced |
| Shaker Investments LLC | 3,154 | $1.50M | 0.70% | −96−3.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 3,141 | $1.50M | 0.12% | +1,072+51.8% | Added |
| MA Private Wealth | 3,156 | $1.50M | 0.32% | 00.0% | Unchanged |
| Suncoast Equity Management | 3,158 | $1.50M | 0.20% | +302+10.6% | Added |
| Forte Capital LLC | 3,167 | $1.51M | 0.21% | +169+5.6% | Added |
| Powell Investment Advisors, LLC | 3,155 | $1.51M | 0.83% | −33−1.0% | Reduced |
| Richard W. Paul & Associates, LLC | 3,169 | $1.51M | 0.63% | −140−4.2% | Reduced |
| WESCAP Management Group, Inc. | 3,178 | $1.51M | 0.49% | −83−2.5% | Reduced |
| Checchi Capital Advisers, LLC | 3,188 | $1.52M | 0.12% | +26+0.8% | Added |
| Bill Few Associates, Inc. | 3,193 | $1.52M | 0.69% | −107−3.2% | Reduced |
| Garrison Point Advisors, LLC | 3,200 | $1.52M | 1.07% | +165+5.4% | Added |
| EHP Funds Inc. | 3,200 | $1.52M | 0.76% | +2,100+190.9% | Added |
| Aviance Capital Partners, LLC | 3,211 | $1.53M | 0.33% | −820−20.3% | Reduced |
| Green Square Capital Advisors LLC | 3,214 | $1.53M | 0.21% | −937−22.6% | Reduced |
| Catalina Capital Group, LLC | 3,216 | $1.53M | 1.18% | +3,216 | New |
| Randolph Co Inc | 3,227 | $1.53M | 0.20% | 00.0% | Unchanged |
| Michael B. Yongue | 3,229 | $1.53M | 1.38% | +38+1.2% | Added |
| TBH Global Asset Management, LLC | 3,231 | $1.54M | 0.31% | −225−6.5% | Reduced |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 3,225 | $1.54M | 1.29% | −25,244−88.7% | Reduced |
| Janney Capital Management LLC | 3,253 | $1.55M | 0.10% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 3,254 | $1.55M | 1.21% | +3,254 | New |
| Chickasaw Capital Management LLC | 3,266 | $1.55M | 0.08% | +915+38.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 3,266 | $1.55M | 0.05% | +629+23.9% | Added |
| Auour Investments LLC | 3,206 | $1.55M | 0.61% | +6+0.2% | Added |
| CFS Investment Advisory Services, LLC | 3,275 | $1.56M | 0.28% | −40−1.2% | Reduced |
| Trillium Asset Management, LLC | 3,278 | $1.56M | 0.04% | −209−6.0% | Reduced |
| High Probability Advisors, LLC | 3,281 | $1.56M | 0.31% | −38−1.1% | Reduced |
| Widmann Financial Services, Inc. | 3,281 | $1.56M | 1.40% | +72+2.2% | Added |
| Greenfield Savings Bank | 3,290 | $1.56M | 0.90% | +77+2.4% | Added |
| SignalPoint Asset Management, LLC | 3,292 | $1.56M | 0.46% | −21−0.6% | Reduced |
| Macroview Investment Management LLC | 3,301 | $1.57M | 1.87% | +852+34.8% | Added |
| Wambolt & Associates, LLC | 3,302 | $1.57M | 0.51% | −263−7.4% | Reduced |
| Halter Ferguson Financial Inc. | 3,304 | $1.57M | 1.01% | +3,304 | New |
| TFC Financial Management | 3,309 | $1.57M | 0.32% | −49−1.5% | Reduced |
| Investment Advisory Services Inc | 3,310 | $1.57M | 0.62% | −76−2.2% | Reduced |
| HC Advisors, LLC | 3,316 | $1.58M | 0.88% | −26−0.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,322 | $1.58M | 0.24% | +102+3.2% | Added |
| Family Asset Management, LLC | 3,329 | $1.58M | 1.06% | −20−0.6% | Reduced |
| Wealth Group Ltd | 3,207 | $1.58M | 0.52% | +3,207 | New |
| Legacy Private Trust Co. | 3,342 | $1.59M | 0.13% | −518−13.4% | Reduced |
| Centurion Wealth Management LLC | 3,344 | $1.59M | 0.68% | −317−8.7% | Reduced |
| 360 Financial, Inc. | 3,351 | $1.59M | 0.70% | +3,351 | New |
| Asset Management One Co.,Ltd. | 3,350 | $1.60M | 0.01% | −29,400−89.8% | Reduced |
| Edgar Lomax Co | 3,368 | $1.60M | 0.10% | +153+4.8% | Added |
| Cranbrook Wealth Management, LLC | 3,370 | $1.60M | 0.43% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 3,381 | $1.61M | 0.20% | +993+41.6% | Added |
| NorthStar Asset Management LLC | 3,382 | $1.61M | 1.47% | +3,382 | New |
| Contravisory Investment Management, Inc. | 3,386 | $1.61M | 0.39% | +3,172+1,482.2% | Added |
| McKinley Carter Wealth Services, Inc. | 3,387 | $1.61M | 0.12% | −198−5.5% | Reduced |
| Philadelphia Trust Co | 3,392 | $1.61M | 0.15% | −20−0.6% | Reduced |
| WJ Wealth Management, LLC | 3,411 | $1.62M | 0.70% | +206+6.4% | Added |
| Farther Finance Advisors, LLC | 3,415 | $1.62M | 0.12% | +913+36.5% | Added |
| BluePath Capital Management, LLC | 3,414 | $1.63M | 1.43% | +860+33.7% | Added |
| Sterling Investment Advisors, Ltd. | 3,439 | $1.63M | 0.51% | +39+1.1% | Added |
| Priebe Wealth Holdings LLC | 3,442 | $1.64M | 1.34% | +3,442 | New |
| Fiducient Advisors LLC | 3,443 | $1.64M | 0.31% | −18,923−84.6% | Reduced |
| First Personal Financial Services | 3,445 | $1.64M | 0.40% | −75−2.1% | Reduced |
| Culbertson A N & Co Inc | 3,445 | $1.64M | 0.30% | −10.0% | Reduced |
| Maia Wealth LLC | 3,449 | $1.64M | 0.66% | +3,449 | New |
| Worth Financial Advisory Group, LLC | 3,451 | $1.64M | 1.31% | +193+5.9% | Added |
| Vulcan Value Partners, LLC | 3,472 | $1.64M | 0.02% | +3,472 | New |
| Clearwater Capital Advisors, LLC | 3,453 | $1.64M | 0.18% | +23+0.7% | Added |
| Banta Asset Management LP | 3,465 | $1.65M | 1.96% | −116−3.2% | Reduced |
| Maxwell Wealth Strategies Inc. | 3,476 | $1.65M | 1.08% | +3,476 | New |
| Red Wave Investments LLC | 3,477 | $1.65M | 0.65% | +102+3.0% | Added |
| Walden Wealth Partners LLC | 3,481 | $1.65M | 1.04% | +3,481 | New |
| Fiduciary Family Office, LLC | 3,485 | $1.66M | 0.72% | +3,485 | New |
| OneAscent Financial Services LLC | 3,494 | $1.66M | 0.21% | −2,153−38.1% | Reduced |
| Arlington Partners LLC | 3,499 | $1.66M | 0.48% | −1,220−25.9% | Reduced |
| Whalerock Point Partners, LLC | 3,499 | $1.66M | 0.52% | +22+0.6% | Added |
| Merriman Wealth Management, LLC | 3,493 | $1.67M | 0.08% | +3+0.1% | Added |
| Exchange Capital Management, Inc. | 3,508 | $1.67M | 0.30% | −293−7.7% | Reduced |
| Fernwood Investment Management, LLC | 197,952 | $1.67M | 0.55% | +370.0% | Added |
| Agate Pass Investment Management, LLC | 3,512 | $1.67M | 0.97% | −75−2.1% | Reduced |
| Ascent Group, LLC | 3,332 | $1.67M | 0.16% | +205+6.6% | Added |
| Cherry Tree Wealth Management, LLC | 3,512 | $1.67M | 0.45% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,513 | $1.67M | 0.17% | +64+1.9% | Added |
| Vaughan David Investments LLC | 3,516 | $1.67M | 0.05% | −417−10.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,520 | $1.67M | 0.16% | +462+15.1% | Added |
| PDS Planning, Inc | 3,524 | $1.67M | 0.19% | +886+33.6% | Added |
| Permanens Capital L.P. | 3,510 | $1.67M | 0.33% | +26+0.7% | Added |
| Summit Asset Management, LLC | 3,528 | $1.68M | 0.40% | −125−3.4% | Reduced |
| Atwood & Palmer Inc | 3,529 | $1.68M | 0.14% | +79+2.3% | Added |
| Cowa, LLC | 3,535 | $1.68M | 1.05% | −40−1.1% | Reduced |
| Renaissance Investment Group LLC | 3,539 | $1.68M | 0.42% | +45+1.3% | Added |