SPDR S&P 500 ETF Trust

SPY

Exchange: NYSE
SEC CIK: 0000884394

SEC filings (opens in a new tab)

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.

Institutional holdersQ4 2023: 3,694 institutions

Value heldQ4 2023: $295.1B

Institutions holding SPY and their total value by quarter
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.

Institutions holding SPY in Q4 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Grayhawk Investment Strategies Inc.	320	$152.1K	0.08%	+320	New
WFA Asset Management Corp	324	$153.9K	0.08%	+1+0.3%	Added
Clear Investment Research, LLC	337	$160.2K	0.23%	00.0%	Unchanged
PFS Partners, LLC	339	$161.1K	0.11%	+1+0.3%	Added
IAG Wealth Partners, LLC	341	$161.8K	0.04%	+13+4.0%	Added
Keener Financial Planning LLC	340	$162.0K	0.13%	+340	New
Dougherty Wealth Advisers LLC	350	$166.4K	0.15%	−82−19.0%	Reduced
JJJ Advisors Inc.	351	$166.9K	0.04%	+30+9.3%	Added
Financial Connections Group, Inc.	352	$167.0K	0.11%	00.0%	Unchanged
Dividend Assets Capital, LLC	355	$169.0K	0.03%	−120−25.3%	Reduced
Alpha DNA Investment Management LLC	368	$174.9K	0.10%	+39+11.9%	Added
Carmichael Hill & Associates, Inc.	368	$174.9K	0.08%	00.0%	Unchanged
Gleason Group, Inc.	368	$175.0K	0.04%	+1+0.3%	Added
Thomas J. Herzfeld Advisors, Inc.	390	$185.4K	0.07%	00.0%	Unchanged
Blume Capital Management, Inc.	413	$196.3K	0.05%	00.0%	Unchanged
Koesten, Hirschmann & Crabtree, INC.	414	$196.8K	0.14%	+21+5.3%	Added
Cedar Mountain Advisors, LLC	417	$198.1K	0.05%	+1+0.2%	Added
Centennial Wealth Advisory LLC	421	$200.1K	0.10%	+421	New
Hoge Financial Services, LLC	421	$200.3K	0.20%	+421	New
Mainstay Capital Management LLC	422	$200.6K	0.04%	+422	New
Biondo Investment Advisors, LLC	423	$201.1K	0.03%	+423	New
Arcataur Capital Management LLC	423	$201.3K	0.08%	+423	New
TLS Advisors LLC	500	$202.0K	0.67%	+500	New
Intrepid Capital Management Inc	425	$202.0K	0.14%	+34+8.7%	Added
Clark Asset Management, LLC	426	$202.4K	0.07%	+426	New
M. Kraus & Co	426	$202.5K	0.07%	+426	New
Great Point Wealth Advisors, LLC	426	$202.5K	0.05%	+426	New
Root Financial Partners, LLC	427	$203.0K	0.08%	+427	New
Riversedge Advisors, LLC	428	$203.3K	0.06%	+428	New
Focused Wealth Management, Inc	429	$203.9K	0.03%	+147+52.1%	Added
Camden National Bank	430	$204.4K	0.04%	−43−9.1%	Reduced
Clay Northam Wealth Management, LLC	430	$204.4K	0.18%	+430	New
Strategic Planning Group, LLC	430	$204.6K	0.07%	+430	New
Main Line Retirement Advisors, LLC	432	$205.3K	0.18%	+432	New
Southern Capital Advisors, LLC	433	$205.6K	0.15%	+433	New
Birchbrook, Inc.	434	$206.4K	0.14%	+434	New
Benchmark Investment Advisors LLC	436	$207.1K	0.19%	+436	New
Bey-Douglas LLC	436	$207.3K	0.21%	+436	New
Fonville Wealth Management LLC	436	$207.5K	0.11%	+436	New
Beverly Hills Private Wealth, LLC	437	$207.6K	0.05%	+437	New
KWB Wealth	437	$207.7K	0.03%	+437	New
Gunderson Capital Management Inc.	437	$207.9K	0.12%	+437	New
Diligent Investors, LLC	442	$209.9K	0.06%	−459−50.9%	Reduced
Legal Advantage Investments, Inc.	444	$211.0K	0.13%	+444	New
Poehling Capital Management, LLC	447	$212.5K	0.07%	+447	New
OxenFree Capital LLC	447	$212.5K	0.22%	+447	New
Walter & Keenan Financial Consulting Co	448	$212.8K	0.08%	+448	New
Pecaut & Co.	452	$214.8K	0.09%	+452	New
Kathmere Capital Management, LLC	452	$214.9K	0.03%	+452	New
Landmark Wealth Management, LLC	453	$215.0K	0.11%	+453	New
Hanlon Investment Management, Inc.	453	$215.3K	0.07%	+453	New
Mystic Asset Management, Inc.	453	$215.3K	0.10%	+453	New
Mascoma Wealth Management LLC	456	$216.7K	0.07%	00.0%	Unchanged
Whitener Capital Management, Inc.	456	$216.7K	0.08%	+456	New
Global Wealth Strategies & Associates	459	$218.2K	0.09%	−9−1.9%	Reduced
Kennedy Investment Group	459	$218.3K	0.12%	+459	New
KLR Investment Advisors, LLC	462	$220.5K	0.16%	+462	New
Y-Intercept (Hong Kong) Ltd	464	$220.5K	0.02%	+464	New
KC Investment Advisors, LLC	466	$221.7K	0.13%	−121−20.6%	Reduced
Schaeffer Financial LLC	467	$221.9K	0.24%	+467	New
Stableford Capital II LLC	467	$222.5K	0.10%	+467	New
Menlo Advisors LLC	470	$223.0K	0.14%	00.0%	Unchanged
Muirfield Wealth Advisors LLC	470	$223.6K	0.24%	+470	New
Caldwell Sutter Capital, Inc.	471	$223.9K	0.11%	+210+80.5%	Added
Beck Mack & Oliver LLC	473	$224.8K	0.01%	−1,350−74.1%	Reduced
Private Wealth Management Group, LLC	473	$224.8K	0.11%	+473	New
Client 1st Advisory Group, LLC	474	$225.3K	0.11%	+474	New
Schulhoff & Co Inc	475	$225.8K	0.11%	00.0%	Unchanged
Adaptive Financial Consulting, LLC	475	$226.0K	0.12%	00.0%	Unchanged
Coston, McIsaac & Partners	475	$226.0K	0.08%	+1+0.2%	Added
RMR Capital Management, LLC	476	$226.6K	0.26%	+476	New
Renasant Bank	477	$226.7K	0.18%	−312−39.5%	Reduced
JT Stratford LLC	477	$226.8K	0.05%	+477	New
Redwood Investment Management, LLC	478	$227.0K	0.02%	−19−3.8%	Reduced
Blackhill Capital Inc	478	$227.2K	0.02%	00.0%	Unchanged
LifePro Asset Management	481	$228.6K	0.18%	−32−6.2%	Reduced
Strategic Financial Partners, Ltd.	481	$228.6K	0.13%	00.0%	Unchanged
JB Capital LLC	485	$230.5K	0.02%	+8+1.7%	Added
Stillwater Capital Advisors, LLC	487	$231.5K	0.04%	00.0%	Unchanged
Moulton Wealth Management, Inc	489	$231.8K	0.30%	+489	New
Schiavi & Co LLC	488	$232.0K	0.10%	−28−5.4%	Reduced
McRae Capital Management Inc	489	$232.4K	0.06%	00.0%	Unchanged
Viawealth, LLC	489	$232.4K	0.16%	00.0%	Unchanged
West Wealth Group, LLC	490	$232.9K	0.09%	+4+0.8%	Added
Continental Investors Services, Inc.	490	$232.9K	0.60%	+490	New
Atlas Wealth Partners, LLC	479	$233.0K	1.29%	+479	New
Cohen Lawrence B	491	$233.4K	11.35%	−5,283−91.5%	Reduced
Mustard Seed Financial, LLC	493	$234.3K	0.26%	+493	New
CBIZ Investment Advisory Services, LLC	493	$235.3K	0.02%	00.0%	Unchanged
Boomfish Wealth Group, LLC	496	$235.8K	0.17%	+496	New
Parcion Private Wealth LLC	497	$236.2K	0.02%	−7−1.4%	Reduced
Harbour Investment Management LLC	496	$236.5K	0.12%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	498	$237.1K	0.09%	00.0%	Unchanged
Harfst & Associates, Inc.	500	$237.7K	0.06%	00.0%	Unchanged
Bank Pictet & Cie (Asia) Ltd	500	$237.7K	0.06%	+500	New
First Trust Investment Solutions L.P.	500	$237.7K	0.05%	+500	New
Windsor Advisory Group, LLC	500	$237.8K	0.71%	+2+0.4%	Added
Richardson Capital Management LLC	501	$238.1K	0.23%	+501	New
Horizon Bancorp Inc	505	$240.0K	0.12%	00.0%	Unchanged
Quattro Financial Advisors LLC	475	$240.0K	0.09%	−2,516−84.1%	Reduced