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 |
|---|---|---|---|---|---|
| Engrave Wealth Partners LLC | 3,549 | $1.69M | 0.48% | +1,136+47.1% | Added |
| First Commonwealth Financial Corp | 3,554 | $1.69M | 0.52% | +2+0.1% | Added |
| Teamwork Financial Advisors, LLC | 3,554 | $1.69M | 0.29% | −1,628−31.4% | Reduced |
| Fortem Financial Group, LLC | 3,557 | $1.69M | 0.84% | +1,346+60.9% | Added |
| Arbor Wealth Advisors LLC | 3,558 | $1.69M | 1.74% | +3,558 | New |
| Geneva Partners, LLC | 3,569 | $1.70M | 0.94% | −587−14.1% | Reduced |
| Eschler Asset Management LLP | 3,839 | $1.70M | 1.35% | +1,188+44.8% | Added |
| Facet Wealth, Inc. | 3,444 | $1.70M | 0.07% | −766−18.2% | Reduced |
| Dorsey Wright & Associates | 3,583 | $1.70M | 0.52% | +3,583 | New |
| Safeguard Financial, LLC | 3,583 | $1.70M | 0.64% | −819−18.6% | Reduced |
| Oberweis Asset Management Inc | 3,588 | $1.71M | 0.16% | −9−0.3% | Reduced |
| First PREMIER Bank | 3,589 | $1.71M | 0.48% | −1,161−24.4% | Reduced |
| Stoneridge Investment Partners LLC | 3,589 | $1.71M | 0.72% | +19+0.5% | Added |
| Redmont Wealth Advisors LLC | 3,589 | $1.71M | 2.49% | +3,589 | New |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $1.71M | 0.34% | 00.0% | Unchanged |
| Sentry LLC | 3,594 | $1.71M | 0.36% | 00.0% | Unchanged |
| HFG Wealth Management, LLC | 3,600 | $1.71M | 0.42% | +3,600 | New |
| Canal Capital Management, LLC | 3,602 | $1.71M | 0.32% | −72−2.0% | Reduced |
| BCS Wealth Management | 3,603 | $1.71M | 0.63% | −17−0.5% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 3,605 | $1.71M | 1.97% | +107+3.1% | Added |
| Prevail Innovative Wealth Advisors, LLC | 3,614 | $1.72M | 0.82% | +27+0.8% | Added |
| ICW Investment Advisors LLC | 3,620 | $1.72M | 0.84% | +1,974+119.9% | Added |
| Lokken Investment Group LLC | 3,626 | $1.72M | 0.97% | +86+2.4% | Added |
| Trinity Legacy Partners, LLC | 3,626 | $1.72M | 0.54% | +401+12.4% | Added |
| Stonebridge Capital Advisors LLC | 3,634 | $1.73M | 0.17% | +842+30.2% | Added |
| Watershed Private Wealth LLC | 3,646 | $1.73M | 0.96% | +239+7.0% | Added |
| Wynn Capital, LLC | 3,656 | $1.74M | 1.42% | +3,656 | New |
| Falcon Wealth Planning | 3,656 | $1.74M | 0.30% | +622+20.5% | Added |
| Weaver Consulting Group | 3,663 | $1.74M | 0.71% | −28−0.8% | Reduced |
| Claret Asset Management Corp | 3,672 | $1.75M | 0.31% | −482−11.6% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,675 | $1.75M | 1.57% | +330+9.9% | Added |
| Beck Bode, LLC | 3,675 | $1.75M | 0.39% | −167−4.3% | Reduced |
| Manhattan West Asset Management, LLC | 3,677 | $1.75M | 0.49% | −162−4.2% | Reduced |
| Resurgent Financial Advisors LLC | 3,681 | $1.75M | 1.08% | −290−7.3% | Reduced |
| LaFleur & Godfrey LLC | 3,687 | $1.75M | 0.26% | −1,598−30.2% | Reduced |
| Capstone Financial Advisors, Inc. | 3,690 | $1.75M | 0.13% | −3,371−47.7% | Reduced |
| Bell Investment Advisors, Inc | 3,692 | $1.75M | 0.36% | +30+0.8% | Added |
| Spotlight Asset Group, Inc. | 4,112 | $1.76M | 1.59% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 3,707 | $1.76M | 0.18% | +647+21.1% | Added |
| SP Asset Management LLC | 3,709 | $1.76M | 0.18% | +14+0.4% | Added |
| JSF Financial, LLC | 3,717 | $1.77M | 0.61% | +100+2.8% | Added |
| Traphagen Investment Advisors LLC | 3,720 | $1.77M | 0.21% | +476+14.7% | Added |
| Synergy Financial Management, LLC | 3,724 | $1.77M | 0.32% | −10.0% | Reduced |
| Index Fund Advisors, Inc. | 3,726 | $1.77M | 0.10% | −907−19.6% | Reduced |
| Holistic Planning, LLC | 3,726 | $1.77M | 1.49% | +3,726 | New |
| Congress Park Capital LLC | 3,728 | $1.77M | 0.87% | −250−6.3% | Reduced |
| QVT Financial LP | 3,728 | $1.77M | 0.11% | 00.0% | Unchanged |
| American Planning Services, Inc. | 3,731 | $1.77M | 1.36% | −69−1.8% | Reduced |
| Disciplined Investments, LLC | 3,731 | $1.77M | 1.04% | −40−1.1% | Reduced |
| Alterna Wealth Management, Inc | 3,741 | $1.78M | 2.14% | +350+10.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,744 | $1.78M | 0.47% | −202−5.1% | Reduced |
| Welch Group, LLC | 3,744 | $1.78M | 0.10% | +908+32.0% | Added |
| Droms Strauss Advisors Inc | 3,753 | $1.78M | 0.69% | 00.0% | Unchanged |
| FMB Wealth Management | 3,775 | $1.79M | 1.64% | 00.0% | Unchanged |
| Hyman Charles D | 3,777 | $1.79M | 0.11% | +184+5.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,777 | $1.80M | 0.02% | +249+7.1% | Added |
| Barr E S & Co | 3,783 | $1.80M | 0.12% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 3,789 | $1.80M | 1.73% | +3,789 | New |
| Bank of Nova Scotia Trust Co | 3,795 | $1.80M | 0.20% | 00.0% | Unchanged |
| Portsea Asset Management LLP | 3,795 | $1.80M | 70.06% | +3,795 | New |
| Wagner Wealth Management, LLC | 3,796 | $1.80M | 0.61% | +335+9.7% | Added |
| Archford Capital Strategies, LLC | 3,803 | $1.81M | 0.33% | −23−0.6% | Reduced |
| Selective Wealth Management, Inc. | 3,879 | $1.81M | 0.91% | +488+14.4% | Added |
| Allen Capital Group, LLC | 3,814 | $1.81M | 0.30% | −10−0.3% | Reduced |
| McDaniel Terry & Co | 3,816 | $1.81M | 0.17% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 3,820 | $1.82M | 0.29% | +477+14.3% | Added |
| Breakwater Capital Group | 3,765 | $1.82M | 0.51% | +110+3.0% | Added |
| Manchester Financial Inc | 3,841 | $1.83M | 0.51% | +520+15.7% | Added |
| Cambridge Advisors Inc. | 3,848 | $1.83M | 0.46% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 3,854 | $1.83M | 1.34% | +142+3.8% | Added |
| Valley National Advisers Inc | 3,874 | $1.84M | 0.29% | −173−4.3% | Reduced |
| American Century Companies Inc | 3,885 | $1.85M | 0.00% | −5,291−57.7% | Reduced |
| Altfest L J & Co Inc | 3,900 | $1.85M | 0.27% | +216+5.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,916 | $1.86M | 0.95% | −315−7.4% | Reduced |
| Sterling Investment Counsel, LLC | 3,921 | $1.86M | 0.95% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 3,927 | $1.87M | 0.04% | +209+5.6% | Added |
| Allegiance Financial Group Advisory Services LLC | 3,929 | $1.87M | 0.88% | +6+0.2% | Added |
| CCG Wealth Management, LLC | 3,934 | $1.87M | 1.26% | −42−1.1% | Reduced |
| Black Diamond Financial, LLC | 3,936 | $1.87M | 0.51% | −696−15.0% | Reduced |
| Team Hewins, LLC | 3,931 | $1.88M | 0.81% | −175,597−97.8% | Reduced |
| Independent Wealth Network Inc. | 3,947 | $1.88M | 0.99% | +206+5.5% | Added |
| Sculati Wealth Management, LLC | 3,948 | $1.88M | 0.87% | +32+0.8% | Added |
| Peoples Bank | 3,961 | $1.88M | 1.51% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 3,963 | $1.88M | 0.69% | 00.0% | Unchanged |
| JFG Wealth Management, LLC | 3,966 | $1.89M | 0.54% | +213+5.7% | Added |
| American Capital Advisory, LLC | 3,966 | $1.89M | 1.35% | +3,966 | New |
| Northeast Investment Management | 3,975 | $1.89M | 0.10% | +50+1.3% | Added |
| Betterment LLC | 3,977 | $1.89M | 0.01% | +888+28.7% | Added |
| Headinvest, LLC | 3,987 | $1.89M | 0.39% | −45−1.1% | Reduced |
| Grandfield & Dodd, LLC | 3,997 | $1.90M | 0.13% | −36−0.9% | Reduced |
| Canoe Financial LP | 6,350 | $1.90M | 0.04% | +4,850+323.3% | Added |
| Stone Point Wealth LLC | 4,007 | $1.90M | 0.73% | +2,192+120.8% | Added |
| Oxbow Advisors, LLC | 4,008 | $1.91M | 0.29% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 4,023 | $1.91M | 2.34% | +14+0.3% | Added |
| Abound Wealth Management | 4,025 | $1.91M | 0.77% | +70+1.8% | Added |
| RTD Financial Advisors, Inc. | 4,028 | $1.91M | 0.27% | −13−0.3% | Reduced |
| Cornerstone Advisory, LLC | 4,046 | $1.92M | 0.30% | −188−4.4% | Reduced |
| Ingalls & Snyder LLC | 4,048 | $1.92M | 0.09% | +550+15.7% | Added |
| Davidson Trust Co | 4,049 | $1.92M | 1.24% | +3,412+535.6% | Added |
| Kornitzer Capital Management Inc | 4,065 | $1.93M | 0.04% | 00.0% | Unchanged |