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 |
|---|---|---|---|---|---|
| Maryland Capital Advisors Inc. | 750 | $356.5K | 0.24% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 750 | $356.5K | 0.57% | +750 | New |
| Community Bank & Trust, Waco, Texas | 752 | $357.0K | 0.10% | +752 | New |
| Southland Equity Partners LLC | 752 | $357.4K | 0.11% | −4−0.5% | Reduced |
| Rise Advisors, LLC | 752 | $357.5K | 0.25% | +23+3.2% | Added |
| Farrow Financial Inc. | 754 | $358.4K | 0.27% | +754 | New |
| Pacific Global Investment Management CO | 755 | $358.9K | 0.07% | +60+8.6% | Added |
| Stage Harbor Financial, LLC | 757 | $359.8K | 0.35% | +757 | New |
| Savvy Advisors, Inc. | 759 | $360.7K | 0.35% | +759 | New |
| Axim Planning & Wealth | 759 | $360.8K | 0.33% | +759 | New |
| Hixon Zuercher, LLC | 759 | $360.8K | 0.17% | +759 | New |
| Riverview Capital Advisers, LLC | 760 | $361.2K | 0.14% | +760 | New |
| 5th Street Advisors, LLC | 762 | $362.2K | 0.22% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 763 | $362.7K | 0.24% | +763 | New |
| Schoolcraft Capital LLC | 765 | $363.6K | 0.09% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 766 | $364.3K | 0.35% | −16−2.0% | Reduced |
| Carr Financial Group Corp | 766 | $364.3K | 0.13% | +6+0.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 766 | $364.5K | 0.26% | +395+106.5% | Added |
| SilverOak Wealth Management LLC | 768 | $365.0K | 0.10% | +768 | New |
| Anchor Capital Advisors LLC | 768 | $365.2K | 0.01% | +155+25.3% | Added |
| RPg Family Wealth Advisory, LLC | 766 | $365.5K | 0.13% | −50−6.1% | Reduced |
| McNaughton Wealth Management, LLC | 770 | $366.0K | 0.22% | −30−3.8% | Reduced |
| GFG Capital, LLC | 770 | $366.0K | 0.10% | +189+32.5% | Added |
| R. W. Roge & Company, Inc. | 771 | $366.0K | 0.24% | 00.0% | Unchanged |
| Vannoy Advisory Group, Inc. | 771 | $366.5K | 0.30% | +771 | New |
| Baxter Bros Inc | 771 | $366.5K | 0.05% | +30+4.0% | Added |
| Financial Life Advisors | 772 | $366.9K | 0.16% | −54−6.5% | Reduced |
| Eagle Harbor Asset Management Inc | 773 | $367.4K | 0.42% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 761 | $367.9K | 0.08% | −177−18.9% | Reduced |
| PSI Advisors, LLC | 775 | $368.0K | 0.14% | +51+7.0% | Added |
| Centric Wealth Management | 748 | $368.3K | 0.12% | +4+0.5% | Added |
| Cox Capital Mgt LLC | 777 | $369.3K | 0.24% | +23+3.1% | Added |
| Advus Financial Partners, LLC | 778 | $369.8K | 0.13% | −120−13.4% | Reduced |
| National Wealth Management Group, LLC | 778 | $369.9K | 0.36% | −94−10.8% | Reduced |
| Twelve Points Wealth Management LLC | 780 | $370.8K | 0.18% | +780 | New |
| North Point Portfolio Managers Corp | 781 | $371.2K | 0.07% | +781 | New |
| Tarbox Family Office, Inc. | 783 | $372.1K | 0.07% | −133−14.5% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 784 | $372.6K | 0.28% | +245+45.5% | Added |
| Gerber, LLC | 786 | $373.7K | 0.34% | +786 | New |
| Touchstone Capital, Inc. | 789 | $375.0K | 0.36% | +789 | New |
| AIMZ Investment Advisors, LLC | 791 | $375.9K | 0.15% | +1+0.1% | Added |
| Harbor Advisory Corp | 791 | $376.0K | 0.13% | 00.0% | Unchanged |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 792 | $376.0K | 0.14% | −180−18.5% | Reduced |
| Roanoke Asset Management Corp | 791 | $376.0K | 0.14% | +26+3.4% | Added |
| Dopkins Wealth Management, LLC | 792 | $376.4K | 0.29% | −307−27.9% | Reduced |
| Shufro Rose & Co LLC | 882 | $377.0K | 0.04% | −15−1.7% | Reduced |
| Sprinkle Financial Consultants LLC | 795 | $377.9K | 0.38% | +795 | New |
| Mendel Money Management | 797 | $378.6K | 0.18% | −63−7.3% | Reduced |
| Emory University | 797 | $378.8K | 0.23% | +797 | New |
| Mezzasalma Advisors, LLC | 798 | $379.1K | 0.21% | +12+1.5% | Added |
| ICONIQ Capital, LLC | 798 | $379.3K | 0.01% | +2+0.3% | Added |
| Robbins Farley LLC | 798 | $379.3K | 0.24% | +5+0.6% | Added |
| Emergent Wealth Advisors, LLC | 799 | $379.8K | 0.35% | +799 | New |
| Bollard Group LLC | 800 | $380.0K | 0.01% | −1,958−71.0% | Reduced |
| LPWM LLC | 817 | $382.3K | 0.15% | −35−4.1% | Reduced |
| WestHill Financial Advisors, Inc. | 805 | $382.7K | 0.10% | −216−21.2% | Reduced |
| Adamsbrown Wealth Consultants LLC | 806 | $383.2K | 0.17% | +2+0.2% | Added |
| Regal Wealth Group, Inc. | 821 | $383.4K | 0.24% | +1+0.1% | Added |
| Jackson Thornton Asset Management, LLC | 807 | $383.6K | 0.07% | +807 | New |
| Crew Capital Management, Ltd. | 808 | $384.1K | 0.39% | 00.0% | Unchanged |
| Great Waters Wealth Management | 821 | $384.7K | 0.07% | +7+0.9% | Added |
| SevenBridge Financial Group, LLC | 811 | $385.5K | 0.09% | +35+4.5% | Added |
| ARK & TLK Investments, LLC | 814 | $386.9K | 0.15% | +814 | New |
| Thompson Davis & Co., Inc. | 815 | $387.4K | 0.33% | −174−17.6% | Reduced |
| Cedrus LLC | 815 | $387.6K | 0.24% | −232−22.2% | Reduced |
| Capstone Triton Financial Group, LLC | 817 | $388.3K | 0.28% | +6+0.7% | Added |
| Bogart Wealth, LLC | 818 | $388.7K | 0.02% | +90+12.4% | Added |
| Triune Financial Partners, LLC | 818 | $389.0K | 0.14% | +3+0.4% | Added |
| Marble Harbor Investment Counsel, LLC | 821 | $390.3K | 0.05% | 00.0% | Unchanged |
| RiverTree Advisors, LLC | 823 | $391.2K | 0.27% | +823 | New |
| Telos Capital Management, Inc. | 825 | $392.1K | 0.05% | −18−2.1% | Reduced |
| Walker Asset Management, LLC | 826 | $392.6K | 0.28% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 829 | $393.9K | 0.17% | +2+0.2% | Added |
| Legacy Financial Group, Inc. | 829 | $394.1K | 0.17% | −5−0.6% | Reduced |
| Concord Asset Management, LLC | 830 | $394.5K | 0.12% | 00.0% | Unchanged |
| Straight Path Wealth Management | 831 | $395.0K | 0.23% | −578−41.0% | Reduced |
| Planned Solutions, Inc. | 833 | $395.7K | 0.19% | +63+8.2% | Added |
| Elevated Capital Advisors, LLC | 833 | $395.9K | 0.12% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 823 | $397.4K | 0.30% | +823 | New |
| GAMMA Investing LLC | 825 | $398.3K | 0.11% | +825 | New |
| Rainsberger Wealth Advisors, Inc. | 840 | $399.3K | 0.22% | +50+6.3% | Added |
| Beta Wealth Group, Inc. | 841 | $399.8K | 0.21% | +23+2.8% | Added |
| RF&L Wealth Management, LLC | 842 | $400.2K | 0.33% | 00.0% | Unchanged |
| Balanced Wealth Group LLC | 845 | $401.6K | 0.21% | +845 | New |
| Fishman Jay A Ltd | 855 | $406.4K | 0.05% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 856 | $406.9K | 0.14% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 856 | $407.2K | 0.09% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 860 | $408.8K | 0.23% | +4+0.5% | Added |
| Slagle Financial, LLC | 1,716 | $409.0K | 0.23% | +859+100.2% | Added |
| Silverlake Wealth Management LLC | 862 | $409.6K | 0.23% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 837 | $409.7K | 0.09% | +837 | New |
| Point72 Europe (London) LLP | 862 | $409.7K | 0.05% | −25,509−96.7% | Reduced |
| Columbia Advisory Partners LLC | 869 | $413.0K | 0.42% | +869 | New |
| Academy Capital Management Inc | 870 | $413.6K | 0.08% | −7−0.8% | Reduced |
| RPG Investment Advisory, LLC | 875 | $415.9K | 0.07% | +119+15.7% | Added |
| Essex Private Wealth Management, LLC | 878 | $417.1K | 1.30% | −149−14.5% | Reduced |
| Reston Wealth Management LLC | 878 | $417.2K | 0.19% | −116−11.7% | Reduced |
| WealthCare Investment Partners, LLC | 879 | $417.4K | 0.23% | +307+53.7% | Added |
| Advocate Group LLC | 879 | $417.8K | 0.09% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 880 | $418.5K | 0.25% | +1+0.1% | Added |