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 |
|---|---|---|---|---|---|
| Worth Asset Management, LLC | 882 | $419.3K | 0.30% | +368+71.6% | Added |
| Napatree Capital LLC | 883 | $419.6K | 0.42% | +883 | New |
| CCM Investment Advisers LLC | 884 | $420.2K | 0.05% | +884 | New |
| McGlone Suttner Wealth Management, Inc. | 889 | $422.7K | 0.08% | +1+0.1% | Added |
| Topel & Distasi Wealth Management, LLC | 890 | $423.2K | 0.20% | −19−2.1% | Reduced |
| McGowan Group Asset Management, Inc. | 892 | $424.2K | 0.07% | +892 | New |
| Zullo Investment Group, Inc. | 894 | $424.9K | 0.22% | +223+33.2% | Added |
| Hudock, Inc. | 894 | $425.3K | 0.09% | +194+27.7% | Added |
| Bluestem Financial Advisors, LLC | 895 | $425.4K | 0.25% | −66−6.9% | Reduced |
| Bellwether Advisors, LLC | 895 | $425.6K | 0.10% | +18+2.1% | Added |
| Burns Matteson Capital Management, LLC | 896 | $425.8K | 0.30% | +125+16.2% | Added |
| Ade, LLC | 898 | $426.8K | 0.30% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 900 | $427.8K | 0.11% | −4,500−83.3% | Reduced |
| Stonehearth Capital Management, LLC | 905 | $430.2K | 0.21% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 906 | $430.7K | 0.07% | +906 | New |
| Trust Co | 907 | $431.1K | 0.06% | −203−18.3% | Reduced |
| Forum Private Client Group LLC | 910 | $432.5K | 0.23% | +910 | New |
| Bridges Investment Management Inc | 911 | $433.0K | 0.01% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 912 | $433.5K | 0.25% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 913 | $434.0K | 0.04% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 914 | $434.4K | 0.20% | 00.0% | Unchanged |
| MWA Asset Management | 917 | $435.7K | 0.36% | −1−0.1% | Reduced |
| Front Street Capital Management, Inc. | 921 | $438.0K | 0.09% | +6+0.7% | Added |
| Transatlantique Private Wealth LLC | 923 | $438.7K | 0.20% | 00.0% | Unchanged |
| Legacy Advisory Services, LLC | 923 | $438.7K | 0.46% | +923 | New |
| DGS Capital Management, LLC | 925 | $439.9K | 0.17% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 926 | $440.0K | 0.09% | +42+4.8% | Added |
| Princeton Global Asset Management LLC | 927 | $440.6K | 0.11% | +298+47.4% | Added |
| Fulcrum Capital LLC | 930 | $442.0K | 0.11% | 00.0% | Unchanged |
| Landaas & Co | 933 | $443.0K | 0.16% | 00.0% | Unchanged |
| Mason & Associates Inc | 935 | $444.4K | 0.13% | 00.0% | Unchanged |
| Avid Wealth Partners LLC | 937 | $445.4K | 0.44% | +937 | New |
| Requisite Capital Management, LLC | 938 | $446.1K | 0.11% | +938 | New |
| MeadowBrook Investment Advisors LLC | 939 | $446.3K | 0.43% | +939 | New |
| Keystone Financial Services | 940 | $446.6K | 0.21% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 940 | $446.8K | 0.05% | −235−20.0% | Reduced |
| M. Kulyk & Associates, LLC | 940 | $446.8K | 0.10% | +94+11.1% | Added |
| Cornerstone Management, Inc. | 940 | $446.8K | 0.11% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 942 | $447.8K | 0.24% | +275+41.2% | Added |
| Grant Street Asset Management, Inc. | 943 | $448.0K | 0.16% | +1+0.1% | Added |
| Colonial River Wealth Management, LLC | 943 | $448.2K | 0.27% | −301−24.2% | Reduced |
| AMJ Financial Wealth Management | 944 | $448.7K | 0.19% | +21+2.3% | Added |
| Fort Pitt Capital Group, LLC | 948 | $450.6K | 0.01% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 952 | $452.0K | 0.07% | −74−7.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 952 | $452.0K | 0.16% | +952 | New |
| RS Crum Inc. | 951 | $452.1K | 0.14% | +153+19.2% | Added |
| Hyperion Capital Advisors LP | 952 | $452.5K | 0.24% | −670−41.3% | Reduced |
| Morton Community Bank | 954 | $453.4K | 0.15% | +954 | New |
| Alpha Financial Advisors, LLC | 954 | $453.7K | 0.23% | +397+71.3% | Added |
| FC Advisory LLC | 955 | $454.0K | 0.18% | +1+0.1% | Added |
| Family Firm, Inc. | 959 | $455.8K | 0.12% | −114−10.6% | Reduced |
| Check Capital Management Inc | 965 | $458.7K | 0.04% | +149+18.3% | Added |
| Stegner Investment Associates Inc. | 967 | $459.8K | 0.36% | +1+0.1% | Added |
| KWMG, LLC | 968 | $460.1K | 0.05% | −354−26.8% | Reduced |
| Allied Investment Advisors, LLC | 971 | $461.5K | 0.13% | +971 | New |
| 180 Wealth Advisors, LLC | 977 | $461.8K | 0.09% | +345+54.6% | Added |
| Penn Davis McFarland Inc | 973 | $462.5K | 0.08% | +254+35.3% | Added |
| Waypoint Wealth Partners Inc. | 975 | $463.4K | 0.14% | −138−12.4% | Reduced |
| Lincoln Capital LLC | 977 | $464.6K | 0.11% | +20+2.1% | Added |
| NovaPoint Capital, LLC | 978 | $464.9K | 0.17% | +51+5.5% | Added |
| Traveka Wealth, LLC | 978 | $465.0K | 0.23% | +978 | New |
| Investors Research Corp | 980 | $465.8K | 0.11% | 00.0% | Unchanged |
| TPG Financial Advisors, LLC | 983 | $466.5K | 0.24% | 00.0% | Unchanged |
| M&R Capital Management Inc | 982 | $466.8K | 0.12% | −87−8.1% | Reduced |
| Seneca Financial Advisors LLC | 984 | $467.7K | 0.27% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 987 | $469.0K | 0.16% | −406−29.1% | Reduced |
| Ballast, Inc. | 990 | $470.6K | 0.16% | 00.0% | Unchanged |
| Arden Trust Co | 993 | $472.0K | 0.07% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 992 | $473.4K | 0.42% | +992 | New |
| Rhumbline Advisers | 998 | $474.4K | 0.00% | −80−7.4% | Reduced |
| Acima Private Wealth, LLC | 999 | $474.8K | 0.19% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,000 | $475.0K | 0.05% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 999 | $475.1K | 0.12% | +999 | New |
| Western Pacific Wealth Management, LP | 1,000 | $475.1K | 0.35% | −222−18.2% | Reduced |
| Palisade Capital Management LLC | 1,000 | $475.3K | 0.01% | 00.0% | Unchanged |
| Solutions 4 Wealth, Ltd | 1,000 | $475.4K | 1.55% | +1,000 | New |
| Center For Asset Management LLC | 1,000 | $475.4K | 0.43% | +19+1.9% | Added |
| Truvestments Capital LLC | 1,006 | $478.0K | 0.22% | +18+1.8% | Added |
| Athena Investment Management | 1,006 | $478.0K | 0.31% | 00.0% | Unchanged |
| Encompass More Asset Management | 1,008 | $479.1K | 0.54% | +1,008 | New |
| Azimuth Capital Investment Management LLC | 1,011 | $480.5K | 0.02% | +25+2.5% | Added |
| BCGM Wealth Management, LLC | 1,012 | $481.0K | 0.20% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,015 | $482.4K | 0.17% | +23+2.3% | Added |
| Quotient Wealth Partners, LLC | 1,016 | $483.1K | 0.02% | +1,016 | New |
| Prospect Financial Services LLC | 1,017 | $483.2K | 0.49% | +1,017 | New |
| Lakewood Asset Management LLC | 1,019 | $484.2K | 0.38% | +106+11.6% | Added |
| TD Capital Management LLC | 1,020 | $485.0K | 0.06% | +3+0.3% | Added |
| Essex Investment Management Co LLC | 1,021 | $485.3K | 0.10% | −178−14.8% | Reduced |
| TCTC Holdings, LLC | 1,023 | $486.2K | 0.02% | +23+2.3% | Added |
| Eastover Investment Advisors LLC | 1,025 | $487.2K | 0.26% | 00.0% | Unchanged |
| Pachira Investments Inc. | 1,026 | $487.7K | 0.43% | +1,026 | New |
| Steinberg Asset Management LLC | 1,028 | $488.6K | 0.43% | 00.0% | Unchanged |
| Sara-Bay Financial | 1,029 | $489.3K | 0.24% | −47−4.4% | Reduced |
| 25 LLC | 1,031 | $490.0K | 0.25% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,034 | $491.5K | 0.13% | −156−13.1% | Reduced |
| Coerente Capital Management | 1,035 | $491.9K | 0.10% | +1,035 | New |
| Elmwood Wealth Management, Inc. | 1,035 | $491.9K | 0.35% | 00.0% | Unchanged |
| Resource Planning Group | 1,037 | $492.9K | 0.31% | +4+0.4% | Added |
| Wealthspan Partners, LLC | 1,037 | $493.0K | 0.35% | −2−0.2% | Reduced |
| Quarry Hill Advisors, LLC | 1,038 | $493.4K | 0.40% | 00.0% | Unchanged |