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 |
|---|---|---|---|---|---|
| WealthPLAN Partners, LLC | 4,067 | $1.93M | 0.20% | +247+6.5% | Added |
| City State Bank | 4,067 | $1.93M | 0.97% | +218+5.7% | Added |
| Northstar Group, Inc. | 4,071 | $1.93M | 0.42% | −46−1.1% | Reduced |
| Confluence Wealth Services, Inc. | 4,080 | $1.94M | 0.21% | +956+30.6% | Added |
| Tufton Capital Management | 4,088 | $1.94M | 0.41% | −46−1.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,074 | $1.95M | 0.41% | −410−9.1% | Reduced |
| Sharkey, Howes & Javer | 4,093 | $1.95M | 0.34% | +4+0.1% | Added |
| Van Leeuwen & Company, LLC | 4,100 | $1.95M | 1.13% | −14,566−78.0% | Reduced |
| Eagle Rock Investment Company, LLC | 4,101 | $1.95M | 0.40% | −81−1.9% | Reduced |
| TMD Wealth Management, LLC | 4,112 | $1.95M | 0.51% | −235−5.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,109 | $1.96M | 0.87% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,127 | $1.96M | 0.43% | −372−8.3% | Reduced |
| Jackson Wealth Management, LLC | 4,130 | $1.96M | 0.26% | −32,808−88.8% | Reduced |
| Marshall Financial Group LLC | 4,147 | $1.97M | 0.64% | +962+30.2% | Added |
| Advisory Research Inc | 4,156 | $1.98M | 0.30% | +3,598+644.8% | Added |
| Summit Global Investments | 4,157 | $1.98M | 0.13% | +575+16.1% | Added |
| OMNI 360 Wealth, Inc. | 4,158 | $1.98M | 1.85% | +4,158 | New |
| Abacus Wealth Partners, LLC | 4,158 | $1.98M | 0.33% | +275+7.1% | Added |
| Bangor Savings Bank | 4,166 | $1.98M | 0.22% | −13−0.3% | Reduced |
| DLK Investment Management, LLC | 4,180 | $1.99M | 0.90% | +4,180 | New |
| Annapolis Financial Services, LLC | 4,188 | $1.99M | 0.50% | −213−4.8% | Reduced |
| Wedgewood Investors Inc | 4,197 | $1.99M | 2.48% | +6+0.1% | Added |
| Pin Oak Investment Advisors Inc | 4,183 | $2.00M | 2.02% | +456+12.2% | Added |
| Sound Income Strategies, LLC | 4,209 | $2.00M | 0.17% | +2,635+167.4% | Added |
| Wunderlich Capital Managemnt | 4,216 | $2.00M | 0.90% | −75−1.7% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 4,225 | $2.01M | 0.42% | −289−6.4% | Reduced |
| Hall Laurie J Trustee | 4,242 | $2.02M | 0.77% | +5+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,245 | $2.02M | 0.12% | +748+21.4% | Added |
| Sheets Smith Wealth Management | 4,246 | $2.02M | 0.29% | −85−2.0% | Reduced |
| Peninsula Asset Management Inc | 4,254 | $2.02M | 1.18% | +50+1.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,321 | $2.03M | 0.49% | +1,586+58.0% | Added |
| SigFig Wealth Management, LLC | 4,270 | $2.03M | 0.08% | −966−18.4% | Reduced |
| Sharper & Granite LLC | 4,270 | $2.03M | 1.05% | +990+30.2% | Added |
| Oak Harbor Wealth Partners, LLC | 4,275 | $2.03M | 0.68% | −146−3.3% | Reduced |
| Sonata Capital Group Inc | 4,278 | $2.03M | 1.01% | +229+5.7% | Added |
| Sawgrass Asset Management LLC | 4,286 | $2.04M | 0.23% | −4−0.1% | Reduced |
| First American Trust, FSB | 4,294 | $2.04M | 0.25% | +422+10.9% | Added |
| Astoria Portfolio Advisors LLC. | 4,143 | $2.05M | 0.83% | +229+5.9% | Added |
| Country Trust Bank | 4,316 | $2.05M | 0.06% | −131−2.9% | Reduced |
| Olistico Wealth, LLC | 4,357 | $2.07M | 1.62% | +31+0.7% | Added |
| SPX Equities Gestao de Recursos Ltda | 4,362 | $2.07M | 0.16% | −57,753−93.0% | Reduced |
| LaSalle St. Investment Advisors, LLC | 4,363 | $2.07M | 1.39% | −17−0.4% | Reduced |
| Clarkston Capital Partners, LLC | 4,369 | $2.08M | 0.04% | +102+2.4% | Added |
| ABLE Financial Group, LLC | 4,415 | $2.10M | 0.91% | +149+3.5% | Added |
| Eldridge Investment Advisors, Inc. | 4,416 | $2.10M | 0.55% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 4,422 | $2.10M | 0.46% | −97−2.1% | Reduced |
| Curran Financial Partners, LLC | 4,337 | $2.11M | 0.81% | +237+5.8% | Added |
| Tran Capital Management, L.P. | 4,429 | $2.11M | 0.25% | +1,584+55.7% | Added |
| Empirical Asset Management, LLC | 4,429 | $2.11M | 1.72% | −7,139−61.7% | Reduced |
| Cooksen Wealth, LLC | 4,431 | $2.11M | 2.39% | +4,431 | New |
| Woodmont Investment Counsel LLC | 4,435 | $2.11M | 0.20% | −66−1.5% | Reduced |
| Scholtz & Company, LLC | 4,442 | $2.11M | 1.04% | +3,471+357.5% | Added |
| Roffman Miller Associates Inc | 4,453 | $2.12M | 0.15% | +64+1.5% | Added |
| Builder Investment Group Inc | 4,461 | $2.12M | 0.76% | −23−0.5% | Reduced |
| Aull & Monroe Investment Management Corp | 4,461 | $2.12M | 1.05% | +100+2.3% | Added |
| Epiq Partners, LLC | 4,464 | $2.12M | 1.52% | −67−1.5% | Reduced |
| MPS Loria Financial Planners, LLC | 4,469 | $2.12M | 0.75% | −65−1.4% | Reduced |
| Grey Street Capital, LLC | 4,454 | $2.13M | 1.01% | +20.0% | Added |
| Nuveen Asset Management, LLC | 4,500 | $2.14M | 0.00% | −132−2.8% | Reduced |
| Red Lighthouse Investment Management, LLC | 4,505 | $2.14M | 0.90% | 00.0% | Unchanged |
| Everpar Advisors LLC | 4,509 | $2.14M | 1.00% | +4,509 | New |
| Modus Advisors, LLC | 4,510 | $2.14M | 0.87% | +406+9.9% | Added |
| Strata Wealth Advisors, LLC | 4,510 | $2.14M | 0.84% | +28+0.6% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,523 | $2.15M | 0.06% | −11,694−72.1% | Reduced |
| Cape Investment Advisory, Inc. | 4,532 | $2.15M | 1.05% | +873+23.9% | Added |
| Brand Asset Management Group, Inc. | 4,541 | $2.16M | 0.99% | −12−0.3% | Reduced |
| Cottage Street Advisors LLC | 4,582 | $2.16M | 1.46% | +318+7.5% | Added |
| Optimist Retirement Group LLC | 4,561 | $2.17M | 1.41% | +4,561 | New |
| Dearborn Partners LLC | 4,562 | $2.17M | 0.08% | +1,875+69.8% | Added |
| Evensky & Katz LLC | 4,564 | $2.17M | 0.16% | +98+2.2% | Added |
| Brandywine Oak Private Wealth LLC | 4,573 | $2.17M | 0.24% | −83−1.8% | Reduced |
| Bennett Selby Investments LP | 4,576 | $2.18M | 1.11% | +179+4.1% | Added |
| Miramar Fiduciary Corp | 4,580 | $2.18M | 1.60% | +4,580 | New |
| Morton Capital Management LLC | 4,581 | $2.18M | 0.65% | +394+9.4% | Added |
| Trail Ridge Investment Advisors, LLC | 4,586 | $2.18M | 1.34% | −14−0.3% | Reduced |
| Wellington Shields Capital Management, LLC | 4,590 | $2.18M | 0.27% | +2,447+114.2% | Added |
| Quantum Private Wealth, LLC | 4,592 | $2.18M | 0.91% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 4,596 | $2.18M | 0.24% | +2,298+100.0% | Added |
| MV Capital Management, Inc. | 4,604 | $2.19M | 0.28% | −50−1.1% | Reduced |
| Nottingham Advisors, Inc. | 4,605 | $2.19M | 0.31% | −20.0% | Reduced |
| Bull Street Advisors, LLC | 4,607 | $2.19M | 1.11% | −50−1.1% | Reduced |
| Main Street Group, LTD | 4,607 | $2.19M | 0.76% | +4,607 | New |
| Saxony Capital Management, LLC | 4,613 | $2.19M | 2.91% | +4,613 | New |
| Schneider Downs Wealth Management Advisors, LP | 4,629 | $2.20M | 0.57% | −54−1.2% | Reduced |
| WealthShield Partners, LLC | 4,616 | $2.20M | 0.36% | −536−10.4% | Reduced |
| Denver Wealth Management, Inc. | 4,635 | $2.20M | 1.25% | +96+2.1% | Added |
| Financial Synergies Wealth Advisors, Inc. | 5,773 | $2.21M | 0.34% | +1,639+39.6% | Added |
| Affinity Wealth Management LLC | 4,652 | $2.21M | 0.45% | +227+5.1% | Added |
| SeaBridge Investment Advisors LLC | 4,655 | $2.21M | 0.64% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 4,665 | $2.22M | 1.20% | +102+2.2% | Added |
| KFA Private Wealth Group, LLC | 4,668 | $2.22M | 0.80% | +83+1.8% | Added |
| Cooper/Haims Advisors, LLC | 4,673 | $2.22M | 1.26% | +10+0.2% | Added |
| XML Financial, LLC | 4,674 | $2.22M | 0.23% | +584+14.3% | Added |
| James Investment Research Inc | 4,701 | $2.23M | 0.28% | +70+1.5% | Added |
| Coyle Financial Counsel LLC | 4,702 | $2.24M | 0.86% | +521+12.5% | Added |
| Clarity Capital Advisors, LLC | 4,720 | $2.24M | 1.95% | +4,720 | New |
| Beese Fulmer Investment Management, Inc. | 4,725 | $2.25M | 0.23% | −86−1.8% | Reduced |
| Northside Capital Management, LLC | 4,729 | $2.25M | 0.70% | +92+2.0% | Added |
| Eagle Wealth Strategies LLC | 4,734 | $2.25M | 1.36% | +4,734 | New |
| Marshall & Sullivan Inc | 4,750 | $2.26M | 1.19% | +65+1.4% | Added |