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 |
|---|---|---|---|---|---|
| Koss-Olinger Consulting, LLC | 4,751 | $2.26M | 0.22% | +277+6.2% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 4,752 | $2.26M | 0.11% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,757 | $2.26M | 0.25% | −373−7.3% | Reduced |
| Cadinha & Co LLC | 4,758 | $2.26M | 0.36% | −192−3.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,764 | $2.26M | 0.68% | −12−0.3% | Reduced |
| Westside Investment Management, Inc. | 4,770 | $2.27M | 0.58% | +180+3.9% | Added |
| EdgeRock Capital LLC | 4,590 | $2.27M | 1.65% | +684+17.5% | Added |
| Longview Financial Advisors, Inc. | 4,779 | $2.27M | 1.83% | +4,779 | New |
| BCR Wealth Strategies, LLC | 4,786 | $2.27M | 1.63% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 4,786 | $2.27M | 0.47% | −197−4.0% | Reduced |
| Toth Financial Advisory Corp | 4,793 | $2.28M | 0.31% | +430+9.9% | Added |
| Rice Partnership, LLC | 4,794 | $2.28M | 0.59% | −256−5.1% | Reduced |
| Noked Israel Ltd | 4,794 | $2.28M | 0.60% | +4,794 | New |
| Searle & Co. | 4,805 | $2.28M | 0.62% | 00.0% | Unchanged |
| Congress Asset Management Co | 4,815 | $2.29M | 0.02% | +1,632+51.3% | Added |
| Consolidated Planning Corp | 4,817 | $2.29M | 0.43% | −6,315−56.7% | Reduced |
| Geometric Wealth Advisors | 4,818 | $2.29M | 0.61% | −90−1.8% | Reduced |
| Ironwood Wealth Management, LLC. | 4,819 | $2.29M | 0.76% | −87−1.8% | Reduced |
| Noesis Capital Mangement Corp | 4,820 | $2.29M | 0.54% | −135−2.7% | Reduced |
| Augustine Asset Management Inc | 4,822 | $2.29M | 1.01% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 4,825 | $2.29M | 0.34% | −1,674−25.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,826 | $2.29M | 1.60% | −282−5.5% | Reduced |
| Spring Capital Management, LLC | 4,835 | $2.30M | 1.80% | +245+5.3% | Added |
| Beaird Harris Wealth Management, LLC | 4,840 | $2.30M | 0.24% | −4,596−48.7% | Reduced |
| Cahaba Wealth Management, Inc. | 4,841 | $2.30M | 0.23% | −63−1.3% | Reduced |
| Interchange Capital Partners, LLC | 4,848 | $2.30M | 1.74% | −543−10.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,852 | $2.31M | 0.64% | +15+0.3% | Added |
| Private Wealth Group, LLC | 4,852 | $2.31M | 1.31% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 4,852 | $2.31M | 1.00% | +4,852 | New |
| ProVise Management Group, LLC | 4,877 | $2.32M | 0.20% | +133+2.8% | Added |
| Integrity Wealth Solutions LLC | 4,859 | $2.32M | 1.60% | +4,859 | New |
| Midland Wealth Advisors LLC | 4,885 | $2.32M | 0.16% | +4,885 | New |
| Holderness Investments Co | 4,887 | $2.32M | 0.64% | +2,378+94.8% | Added |
| Correct Capital Wealth Management | 4,895 | $2.33M | 0.59% | +4,895 | New |
| Financial Network Wealth Management LLC | 4,898 | $2.33M | 1.01% | −79−1.6% | Reduced |
| TNF LLC | 4,740 | $2.33M | 0.92% | +3+0.1% | Added |
| Signature Securities Group Corporation | 4,886 | $2.33M | 0.74% | +267+5.8% | Added |
| SOA Wealth Advisors, LLC. | 4,915 | $2.34M | 0.52% | +14+0.3% | Added |
| Trust Point Inc. | 4,917 | $2.34M | 0.19% | +4,917 | New |
| Pavion Blue Capital, LLC | 4,957 | $2.36M | 1.30% | −29−0.6% | Reduced |
| Shared Vision Wealth Group LLC | 4,964 | $2.36M | 1.58% | +4,964 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,969 | $2.36M | 0.42% | −30−0.6% | Reduced |
| Mathes Company, Inc. | 4,970 | $2.36M | 0.97% | −422−7.8% | Reduced |
| Capital Asset Advisory Services LLC | 4,977 | $2.37M | 0.15% | −277−5.3% | Reduced |
| Traynor Capital Management, Inc. | 4,999 | $2.38M | 0.27% | +1,291+34.8% | Added |
| Virtue Capital Management, LLC | 5,110 | $2.39M | 0.49% | +5,110 | New |
| LWS Wealth Advisors, Inc. | 5,029 | $2.39M | 0.90% | −10.0% | Reduced |
| Rede Wealth, LLC | 5,032 | $2.39M | 1.13% | −81−1.6% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 5,044 | $2.40M | 1.18% | +1,514+42.9% | Added |
| Means Investment Co., Inc. | 5,052 | $2.40M | 0.35% | −429−7.8% | Reduced |
| Compass Wealth Management LLC | 5,056 | $2.40M | 0.67% | +68+1.4% | Added |
| Jaffetilchin Investment Partners, LLC | 5,076 | $2.41M | 0.24% | +108+2.2% | Added |
| Capital Research Global Investors | 5,070 | $2.42M | 0.00% | +2,109+71.2% | Added |
| Chesapeake Asset Management LLC | 5,072 | $2.42M | 2.16% | −347−6.4% | Reduced |
| Patriot Investment Management Inc. | 5,105 | $2.43M | 0.21% | −11,715−69.6% | Reduced |
| Insight 2811, Inc. | 5,117 | $2.43M | 1.33% | −83−1.6% | Reduced |
| Amussen Hunsaker Associates LLC | 5,125 | $2.44M | 0.49% | +88+1.7% | Added |
| Parkside Investments, LLC | 5,134 | $2.44M | 0.41% | −5−0.1% | Reduced |
| Keebeck Wealth Management, LLC | 5,116 | $2.44M | 0.40% | −42,738−89.3% | Reduced |
| Cambridge Financial Group, Inc. | 5,150 | $2.45M | 1.22% | +4,860+1,675.9% | Added |
| Peterson Wealth Services | 5,152 | $2.45M | 1.05% | +5,152 | New |
| Octavia Wealth Advisors, LLC | 5,135 | $2.45M | 0.43% | −548−9.6% | Reduced |
| Paladin Advisory Group, LLC | 5,156 | $2.45M | 2.02% | −471−8.4% | Reduced |
| Plotkin Financial Advisors, LLC | 5,161 | $2.45M | 1.87% | +1,034+25.1% | Added |
| Vestor Capital, LLC | 5,162 | $2.45M | 0.23% | +3,093+149.5% | Added |
| Financial Advisors Network, Inc. | 5,176 | $2.46M | 0.50% | −270−5.0% | Reduced |
| Parsons Capital Management Inc | 5,197 | $2.47M | 0.18% | +37+0.7% | Added |
| GLOBALT Investments LLC | 5,198 | $2.47M | 0.10% | +5,198 | New |
| Russell Investments Group, Ltd. | 5,202 | $2.47M | 0.00% | +247+5.0% | Added |
| Essex Savings Bank | 5,202 | $2.47M | 0.72% | +164+3.3% | Added |
| London Co of Virginia | 5,204 | $2.47M | 0.01% | +3,120+149.7% | Added |
| Summit Place Financial Advisors, LLC | 5,211 | $2.48M | 1.62% | +75+1.5% | Added |
| Leeward Financial Partners, LLC | 5,214 | $2.48M | 1.20% | +115+2.3% | Added |
| Wealthquest Corp | 5,219 | $2.48M | 0.27% | −124−2.3% | Reduced |
| Summit Financial Strategies, Inc. | 5,220 | $2.48M | 0.38% | −180−3.3% | Reduced |
| Anchor Investment Management, LLC | 5,232 | $2.49M | 0.28% | −22−0.4% | Reduced |
| Beaumont Financial Advisors, LLC | 5,237 | $2.49M | 0.23% | +677+14.8% | Added |
| InTrack Investment Management Inc | 5,243 | $2.49M | 1.87% | +23+0.4% | Added |
| Winch Advisory Services, LLC | 5,245 | $2.49M | 0.83% | +1,091+26.3% | Added |
| Ironwood Financial, llc | 5,245 | $2.49M | 0.60% | +144+2.8% | Added |
| Willis Johnson & Associates, Inc. | 5,246 | $2.49M | 0.24% | +9+0.2% | Added |
| Martel Wealth Advisors Inc | 5,253 | $2.50M | 0.57% | −279−5.0% | Reduced |
| PBMares Wealth Management LLC | 5,274 | $2.51M | 0.75% | +710+15.6% | Added |
| Gradient Investments LLC | 5,279 | $2.51M | 0.06% | +943+21.7% | Added |
| Roger Wittlin Investment Advisory, LLC | 5,279 | $2.51M | 1.85% | +19+0.4% | Added |
| Tempus Wealth Planning, LLC | 5,289 | $2.51M | 1.10% | +939+21.6% | Added |
| ZRC Wealth Management, LLC | 5,876 | $2.51M | 1.51% | +874+17.5% | Added |
| Hillman Capital Management, Inc. | 5,293 | $2.52M | 0.87% | +5,293 | New |
| Cetera Trust Company, N.A | 5,301 | $2.52M | 1.57% | +5,301 | New |
| Mitchell McLeod Pugh & Williams Inc | 5,307 | $2.52M | 0.67% | +17+0.3% | Added |
| Financial Advisory Corp | 5,311 | $2.52M | 1.14% | −72−1.3% | Reduced |
| Revolve Wealth Partners, LLC | 5,315 | $2.53M | 0.49% | −84−1.6% | Reduced |
| East Coast Asset Management, LLC. | 5,319 | $2.53M | 1.03% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 5,319 | $2.53M | 0.57% | −796−13.0% | Reduced |
| Asset Management Group, Inc. | 5,321 | $2.53M | 0.51% | +10+0.2% | Added |
| Charter Research & Investment Group, Inc. | 5,321 | $2.53M | 2.10% | −20−0.4% | Reduced |
| Zevenbergen Capital Investments LLC | 5,323 | $2.53M | 0.06% | −823−13.4% | Reduced |
| Cooper Financial Group | 5,323 | $2.53M | 0.46% | +268+5.3% | Added |
| Hutchinson Capital Management | 5,346 | $2.54M | 0.55% | +1,979+58.8% | Added |
| Sky Investment Group LLC | – | $2.55M | 0.54% | – | – |