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 |
|---|---|---|---|---|---|
| Solidarilty Wealth, LLC | 623 | $297.4K | 0.11% | −280−31.0% | Reduced |
| Greenwood Gearhart Inc | 627 | $298.0K | 0.03% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 630 | $299.3K | 0.15% | +630 | New |
| Bath Savings Trust Co | 631 | $299.9K | 0.03% | −17−2.6% | Reduced |
| Mayfair Advisory Group, LLC | 635 | $299.9K | 0.26% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 636 | $302.5K | 0.22% | +60+10.4% | Added |
| Financial Strategies Group, Inc. | 628 | $304.8K | 0.09% | 00.0% | Unchanged |
| Astor Investment Management LLC | 642 | $305.1K | 0.12% | −199−23.7% | Reduced |
| Stewart & Patten Co LLC | 642 | $305.1K | 0.05% | +131+25.6% | Added |
| Valley Forge Investment Consultants Inc Adv | 643 | $305.6K | 0.14% | 00.0% | Unchanged |
| Eliot Finkel Investment Counsel, LLC | 645 | $306.6K | 0.21% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 647 | $307.5K | 0.20% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 648 | $308.0K | 0.09% | +5+0.8% | Added |
| Greytown Advisors Inc. | 645 | $308.1K | 0.17% | +106+19.7% | Added |
| Advisory Resource Group | 649 | $308.5K | 0.08% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 650 | $309.0K | 0.11% | +650 | New |
| Davidson Investment Advisors | 652 | $309.9K | 0.02% | −3,048−82.4% | Reduced |
| Better Money Decisions, LLC | 653 | $310.2K | 0.26% | −6−0.9% | Reduced |
| Goldstream Capital Management Ltd | 650 | $310.4K | 0.21% | −5,000−88.5% | Reduced |
| Miller Wealth Advisors, LLC | 655 | $311.3K | 0.20% | +2+0.3% | Added |
| Pacific Sun Financial Corp | 657 | $312.5K | 0.20% | +5+0.8% | Added |
| Adell Harriman & Carpenter Inc | 658 | $312.8K | 0.03% | −178−21.3% | Reduced |
| Versant Capital Management, Inc | 658 | $313.0K | 0.09% | −67−9.2% | Reduced |
| Pine Harbor Wealth Management, LLC | 659 | $313.4K | 0.24% | +659 | New |
| Cutler Capital Management, LLC | 660 | $313.9K | 0.13% | −72−9.8% | Reduced |
| Polen Capital Management LLC | 662 | $314.6K | 0.00% | +662 | New |
| Pacific Sage Partners, LLC | 662 | $314.7K | 0.09% | 00.0% | Unchanged |
| Fiat Wealth Management LLC | 663 | $315.1K | 3.99% | +663 | New |
| Brown Wealth Management, LLC | 664 | $315.6K | 0.14% | −132−16.6% | Reduced |
| Chemung Canal Trust Co | 664 | $315.6K | 0.07% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 664 | $315.8K | 0.14% | +32+5.1% | Added |
| Oak Asset Management, LLC | 665 | $316.1K | 0.13% | 00.0% | Unchanged |
| Quest Investment Management LLC | 666 | $316.6K | 0.04% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 670 | $318.0K | 0.16% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 671 | $318.9K | 0.30% | −128−16.0% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 674 | $320.6K | 0.06% | +55+8.9% | Added |
| Court Place Advisors, LLC | 675 | $320.7K | 0.11% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 675 | $321.0K | 0.18% | −35,713−98.1% | Reduced |
| Cannon Financial Strategists, Inc. | 676 | $321.3K | 0.07% | −10−1.5% | Reduced |
| Pflug Koory, LLC | 679 | $322.7K | 0.17% | −14−2.0% | Reduced |
| Mendel Capital Management LLC | 682 | $324.1K | 0.23% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 682 | $324.2K | 0.20% | +682 | New |
| Goldstein Advisors, LLC | 682 | $324.3K | 0.05% | +5+0.7% | Added |
| ShankerValleau Wealth Advisors, Inc. | 685 | $325.6K | 0.17% | −78−10.2% | Reduced |
| Elgethun Capital Management | 689 | $327.7K | 0.09% | +330+91.9% | Added |
| Higgins & Schmidt Wealth Strategies LLC | 694 | $329.7K | 0.27% | +694 | New |
| swisspartners Advisors Ltd | 825 | $330.0K | 0.29% | +155+23.1% | Added |
| HHM Wealth Advisors, LLC | 695 | $330.3K | 0.06% | −120−14.7% | Reduced |
| Vawter Financial, Ltd. | 696 | $330.8K | 0.26% | +20+3.0% | Added |
| Pring Turner Capital Group Inc | 697 | $331.3K | 0.25% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 698 | $331.8K | 0.04% | −50−6.7% | Reduced |
| Decatur Capital Management, Inc. | 700 | $332.7K | 0.20% | 00.0% | Unchanged |
| AF Advisors, Inc. | 700 | $332.7K | 0.08% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 700 | $332.8K | 0.20% | +167+31.3% | Added |
| Strategic Investment Solutions, Inc. | 700 | $332.9K | 0.06% | −35,548−98.1% | Reduced |
| Tanager Wealth Management LLP | 699 | $333.6K | 0.06% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 703 | $334.1K | 0.19% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 705 | $335.1K | 0.10% | 00.0% | Unchanged |
| Regimen Wealth, LLC | 705 | $335.2K | 0.13% | +3+0.4% | Added |
| Whitcomb & Hess, Inc. | 706 | $335.4K | 0.12% | +706 | New |
| Stockman Wealth Management, Inc. | 706 | $335.6K | 0.07% | −77−9.8% | Reduced |
| Seamount Financial Group Inc | 706 | $335.6K | 0.32% | +706 | New |
| Quad-Cities Investment Group, LLC | 708 | $335.9K | 0.21% | +183+34.9% | Added |
| Bluesphere Advisors, LLC | 707 | $336.0K | 0.21% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 708 | $336.3K | 0.18% | −116−14.1% | Reduced |
| Morling Financial Advisors, LLC | 709 | $337.0K | 0.27% | 00.0% | Unchanged |
| Skyline Advisors, Inc. | 709 | $337.1K | 0.16% | +709 | New |
| Enzi Wealth | 686 | $338.9K | 0.16% | −95−12.2% | Reduced |
| DF Dent & Co Inc | 714 | $339.4K | 0.00% | +714 | New |
| Colton Groome Financial Advisors, LLC | 715 | $339.8K | 0.15% | −90−11.2% | Reduced |
| Ahl Investment Management, Inc. | 715 | $339.8K | 0.28% | −50−6.5% | Reduced |
| NCM Capital Management, LLC | 715 | $339.8K | 0.21% | +179+33.4% | Added |
| FMFE Wealth Management, LLC | 716 | $340.3K | 0.34% | +716 | New |
| Tranquilli Financial Advisor LLC | 717 | $340.8K | 0.24% | +4+0.6% | Added |
| Petix & Botte Co | 720 | $342.2K | 0.10% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 720 | $342.2K | 0.03% | +720 | New |
| Garrison Asset Management, LLC | 721 | $342.7K | 0.19% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 721 | $342.7K | 0.22% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 721 | $342.9K | 0.14% | −220−23.4% | Reduced |
| Blue Zone Wealth Advisors, LLC | 722 | $343.2K | 0.14% | −1−0.1% | Reduced |
| Hoffman, Alan N Investment Management | 722 | $343.2K | 0.19% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 722 | $343.3K | 0.31% | +722 | New |
| Hobbs Group Advisors, LLC | 723 | $343.7K | 0.15% | +723 | New |
| May Barnhard Investments LLC | 723 | $343.9K | 0.18% | +723 | New |
| Seascape Capital Management | 724 | $344.0K | 0.15% | −125−14.7% | Reduced |
| Hill Investment Group Partners, LLC | 725 | $344.6K | 0.05% | −262−26.5% | Reduced |
| BHK Investment Advisors, LLC | 729 | $346.4K | 0.20% | −4,200−85.2% | Reduced |
| JGP Wealth Management, LLC | 730 | $346.9K | 0.05% | +86+13.4% | Added |
| Pointe Capital Management LLC | 734 | $349.3K | 0.24% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 736 | $349.7K | 0.14% | −127−14.7% | Reduced |
| Coco Enterprises, LLC | 737 | $350.3K | 0.26% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 738 | $350.8K | 0.05% | −11−1.5% | Reduced |
| Family Wealth Group, LLC | 738 | $350.8K | 0.44% | +738 | New |
| Signature Wealth Management Group | 739 | $351.3K | 0.16% | +739 | New |
| Avondale Wealth Management | 742 | $352.5K | 0.28% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 742 | $352.7K | 0.22% | −250−25.2% | Reduced |
| Eclectic Associates Inc | 743 | $353.2K | 0.17% | +10+1.4% | Added |
| Petra Financial Advisors Inc | 743 | $353.2K | 0.29% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 746 | $354.6K | 0.59% | −93−11.1% | Reduced |
| Beacon Investment Advisors LLC | 750 | $356.5K | 0.23% | +3+0.4% | Added |