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; 4,668 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ironwood Investment Management LLC | 507 | $241.0K | 0.13% | 00.0% | Unchanged |
| Hill Island Financial LLC | 508 | $241.6K | 0.08% | −143−22.0% | Reduced |
| Matrix Private Capital Group LLC | 507 | $241.9K | 0.18% | −2,629−83.8% | Reduced |
| Osher Van de Voorde Investment Management | 510 | $242.4K | 0.05% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 510 | $242.4K | 0.23% | +510 | New |
| Level Financial Advisors, Inc. | 511 | $242.9K | 0.12% | 00.0% | Unchanged |
| Trust Co of Kansas | 512 | $243.0K | 0.13% | 00.0% | Unchanged |
| Clifford Group, LLC | 513 | $243.9K | 0.23% | −8−1.5% | Reduced |
| Fortitude Family Office, LLC | 515 | $244.6K | 0.18% | +515 | New |
| Ted Buchan & Co | 515 | $245.1K | 0.18% | 00.0% | Unchanged |
| Insight Folios Inc | 519 | $246.7K | 0.11% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 519 | $246.8K | 0.10% | +519 | New |
| Kingfisher Capital LLC | 520 | $247.0K | 0.06% | +1+0.2% | Added |
| Oak Family Advisors, LLC | 522 | $248.3K | 0.10% | −121−18.8% | Reduced |
| Future Financial Wealth Managment LLC | 523 | $248.6K | 0.25% | +523 | New |
| Foster & Motley Inc | 523 | $249.0K | 0.02% | +523 | New |
| CapitalatWork S.A. | – | $249.0K | 0.01% | – | New |
| Strong Tower Advisory Services | 524 | $249.4K | 0.11% | +2+0.4% | Added |
| Advisors Management Group Inc | 526 | $250.0K | 0.07% | −10−1.9% | Reduced |
| Orcam Financial Group | 527 | $250.4K | 0.31% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 527 | $250.7K | 0.22% | +527 | New |
| Kinloch Capital, LLC | 529 | $251.4K | 0.16% | +529 | New |
| Security National Bank of Sioux City Iowa | 530 | $251.9K | 0.19% | 00.0% | Unchanged |
| BetterWealth, LLC | 534 | $253.8K | 0.09% | −10−1.8% | Reduced |
| Howard Capital Management Inc. | 535 | $254.3K | 0.03% | +535 | New |
| United Bank | 537 | $255.2K | 0.14% | −93−14.8% | Reduced |
| Presidio Capital Management, LLC | 539 | $256.1K | 0.20% | −18−3.2% | Reduced |
| Mechanics Financial Corp | 539 | $256.2K | 0.14% | −20−3.6% | Reduced |
| PYA Waltman Capital, LLC | 545 | $259.0K | 0.11% | +545 | New |
| Onefund, LLC | 545 | $259.0K | 0.34% | +545 | New |
| Kiely Wealth Advisory Group, Inc. | 531 | $259.7K | 0.15% | +531 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 547 | $260.0K | 0.28% | +547 | New |
| JBR Co Financial Management Inc | 548 | $260.5K | 0.24% | +548 | New |
| Herold Advisors, Inc. | 549 | $260.9K | 0.07% | 00.0% | Unchanged |
| Apollon Financial, LLC | 556 | $264.1K | 0.10% | +556 | New |
| Acas, LLC | 556 | $264.3K | 0.30% | −33−5.6% | Reduced |
| Painted Porch Advisors LLC | 556 | $264.3K | 0.20% | +556 | New |
| Meadow Creek Wealth Advisors LLC | 557 | $264.7K | 0.26% | +557 | New |
| Community Bank of Raymore | 557 | $265.2K | 0.12% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 559 | $265.7K | 0.15% | −670−54.5% | Reduced |
| Lynch & Associates | 560 | $266.2K | 0.06% | 00.0% | Unchanged |
| Vickerman Investment Advisors, Inc. | 561 | $266.6K | 0.09% | −176−23.9% | Reduced |
| Live Oak Investment Partners | – | $266.6K | 0.24% | – | – |
| WP Advisors, LLC | 561 | $266.8K | 0.10% | +52+10.2% | Added |
| Brown Financial Advisory | 562 | $267.1K | 0.22% | −44−7.3% | Reduced |
| Lauer Wealth, LLC | 553 | $267.3K | 0.25% | +553 | New |
| O'Brien Greene & Co. Inc | 563 | $267.6K | 0.09% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 566 | $269.0K | 0.19% | +6+1.1% | Added |
| Pinnacle Holdings, LLC | 567 | $269.5K | 0.11% | +567 | New |
| Norwood Financial Corp | 570 | $270.9K | 0.41% | −189−24.9% | Reduced |
| Cardinal Capital Management | 568 | $271.1K | 0.05% | +2+0.4% | Added |
| First Citizens Asset Management, Inc. | 571 | $271.4K | 0.11% | −9−1.6% | Reduced |
| Boston Standard Wealth Management, LLC | 637 | $272.0K | 0.07% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 573 | $272.4K | 0.16% | +8+1.4% | Added |
| Berry Wealth Group, LP | 573 | $272.4K | 0.25% | +573 | New |
| Arcadia Investment Management Corp | 574 | $272.8K | 0.05% | −98−14.6% | Reduced |
| Walker Financial Services, Inc. | 575 | $273.2K | 0.28% | +575 | New |
| Gill Capital Partners, LLC | 575 | $273.3K | 0.12% | −290−33.5% | Reduced |
| RVW Wealth, LLC | 575 | $273.3K | 0.03% | −76−11.7% | Reduced |
| Astoria Strategic Wealth, Inc. | 575 | $273.3K | 0.09% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 575 | $273.3K | 0.19% | 00.0% | Unchanged |
| RDA Financial Network | 578 | $274.7K | 0.10% | +1+0.2% | Added |
| Matisse Capital | 579 | $275.4K | 0.15% | +67+13.1% | Added |
| Financial Sense Advisors, Inc. | 580 | $275.6K | 0.10% | +80+16.0% | Added |
| Crumly & Associates Inc. | 583 | $277.0K | 0.08% | 00.0% | Unchanged |
| Two Point Capital Management, Inc. | 584 | $277.4K | 0.13% | −5−0.8% | Reduced |
| Maltin Wealth Management, Inc. | 585 | $277.8K | 0.18% | −16−2.7% | Reduced |
| Northwest Financial Advisors | 586 | $278.5K | 0.24% | +586 | New |
| Provident Wealth Management, LLC | 587 | $279.0K | 0.12% | −5−0.8% | Reduced |
| Meridian Wealth Partners, LLC | 590 | $280.2K | 0.05% | −234−28.4% | Reduced |
| Kaye Capital Management | 581 | $281.8K | 0.13% | +2+0.3% | Added |
| Cookson Peirce & Co Inc | 594 | $282.0K | 0.02% | +35+6.3% | Added |
| Alterity Financial Group, LLC | 594 | $282.2K | 0.40% | +594 | New |
| Sweet Financial Partners, LLC | 597 | $283.8K | 0.07% | +14+2.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 598 | $284.2K | 0.07% | −37−5.8% | Reduced |
| Clark Financial Services Group Inc | 599 | $285.0K | 0.37% | −18−2.9% | Reduced |
| Bridgecreek Investment Management, LLC | 600 | $285.2K | 0.06% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 600 | $285.2K | 0.06% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 600 | $285.2K | 0.28% | +3+0.5% | Added |
| Robinswood Financial LLC | 600 | $285.2K | 0.12% | +3+0.5% | Added |
| Red Mountain Financial, LLC | 602 | $286.1K | 0.44% | +602 | New |
| Knightsbridge Asset Management, LLC | 602 | $286.1K | 0.08% | +3+0.5% | Added |
| KilterHowling LLC | 579 | $286.4K | 0.21% | +4+0.7% | Added |
| Cedar Wealth Management, LLC | 605 | $287.6K | 0.10% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 606 | $288.0K | 0.25% | +606 | New |
| Gray Wealth Management Inc. | 610 | $289.8K | 0.14% | +79+14.9% | Added |
| Taylor Hoffman Wealth Management | 610 | $289.9K | 0.13% | +610 | New |
| Mirador Capital Partners LP | 613 | $291.5K | 0.06% | −2−0.3% | Reduced |
| Partners in Financial Planning | 613 | $291.5K | 0.07% | 00.0% | Unchanged |
| Carson Advisory Inc. | 614 | $291.9K | 0.23% | −14−2.2% | Reduced |
| Dudley Capital Management, LLC | 615 | $292.3K | 0.19% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 616 | $292.8K | 0.07% | +34+5.8% | Added |
| Peloton Wealth Strategists | 620 | $295.0K | 0.13% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 621 | $295.2K | 0.16% | 00.0% | Unchanged |
| Alexander Randolph Advisory, Inc. | 622 | $295.6K | 0.27% | +622 | New |
| HRC Wealth Management, LLC | 622 | $295.6K | 0.25% | +622 | New |
| Peninsula Wealth, LLC | 623 | $296.1K | 0.06% | 00.0% | Unchanged |
| Planning Directions Inc | 623 | $296.3K | 0.21% | 00.0% | Unchanged |
| CKW Financial Group | 625 | $297.0K | 0.04% | +6+1.0% | Added |
| Makena Capital Management LLC | 625 | $297.1K | 0.07% | +625 | New |