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 |
|---|---|---|---|---|---|
| NavPoint Financial, Inc. | 1,038 | $493.5K | 0.45% | +1,038 | New |
| Elite Life Management LLC | 1,041 | $494.9K | 2.96% | +1,041 | New |
| LVZ Advisors, Inc. | 1,042 | $495.3K | 0.07% | +155+17.5% | Added |
| Security National Bank | 1,044 | $496.2K | 0.11% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 1,044 | $496.2K | 0.33% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 1,050 | $499.1K | 0.36% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 1,050 | $499.1K | 0.29% | +208+24.7% | Added |
| Clark Estates Inc | 1,054 | $501.0K | 0.08% | 00.0% | Unchanged |
| Derbend Asset Management | 1,055 | $501.3K | 0.29% | +1,055 | New |
| Golden State Equity Partners | 1,057 | $502.3K | 0.12% | +16+1.5% | Added |
| KRS Capital Management, LLC | 1,057 | $502.4K | 0.47% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,058 | $502.9K | 0.32% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 1,059 | $503.2K | 0.07% | +549+107.6% | Added |
| Columbus Macro, LLC | 1,059 | $503.4K | 0.20% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,063 | $505.3K | 0.54% | +1,063 | New |
| Canvas Wealth Advisors, LLC | 1,066 | $508.2K | 0.18% | +557+109.4% | Added |
| Abbot Financial Management, Inc. | 1,074 | $510.5K | 0.31% | +45+4.4% | Added |
| SFM, LLC | 1,074 | $510.5K | 0.42% | +1,074 | New |
| Vantage Financial Partners, LLC | 1,074 | $510.6K | 0.15% | +1,074 | New |
| Compass Financial Group, Inc. | 1,076 | $511.4K | 0.29% | −29−2.6% | Reduced |
| SJS Investment Consulting Inc. | 1,077 | $512.0K | 0.12% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 1,077 | $512.1K | 0.17% | +1,077 | New |
| Total Wealth Planning, LLC | 1,088 | $517.1K | 0.09% | +164+17.7% | Added |
| IVC Wealth Advisors LLC | 1,092 | $518.9K | 0.32% | −40−3.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,091 | $519.0K | 0.35% | −304−21.8% | Reduced |
| AAFCPAs Wealth Management, LLC | 1,092 | $519.2K | 0.31% | +2+0.2% | Added |
| Trademark Financial Management, LLC | 1,093 | $519.3K | 0.38% | +1,093 | New |
| Chico Wealth RIA | 1,093 | $519.5K | 0.54% | +1,093 | New |
| PFW Advisors LLC | 1,093 | $519.5K | 0.17% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,096 | $520.9K | 0.04% | −484−30.6% | Reduced |
| Cove Private Wealth, LLC | 1,100 | $522.8K | 0.50% | +1,100 | New |
| EMC Capital Management | 1,100 | $523.0K | 0.35% | −900−45.0% | Reduced |
| Dravo Bay LLC | 1,102 | $523.8K | 0.35% | +1,102 | New |
| America First Investment Advisors, LLC | 1,102 | $523.9K | 0.14% | +4+0.4% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,106 | $525.8K | 0.29% | +2+0.2% | Added |
| Bernardo Wealth Planning LLC | 1,108 | $526.6K | 0.17% | +233+26.6% | Added |
| Stonegate Investment Group, LLC | 1,112 | $528.7K | 0.02% | +20+1.8% | Added |
| American Money Management, LLC | 1,115 | $530.0K | 0.12% | +2+0.2% | Added |
| Covenant Partners, LLC | 1,116 | $530.4K | 0.17% | +1,116 | New |
| Holistic Financial Partners | 1,119 | $531.9K | 0.32% | −201−15.2% | Reduced |
| Lederer & Associates Investment Counsel | 1,120 | $532.0K | 0.39% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 1,120 | $532.3K | 0.35% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 1,120 | $532.5K | 0.37% | +1,120 | New |
| Gimbal Financial | 1,121 | $532.9K | 0.53% | +1,121 | New |
| Rezny Wealth Management, Inc. | 1,122 | $533.3K | 0.17% | +284+33.9% | Added |
| Certus Wealth Management, LLC | 1,124 | $534.2K | 0.45% | 00.0% | Unchanged |
| SWMG, LLC | 1,128 | $536.2K | 0.26% | −59−5.0% | Reduced |
| Kickstand Ventures, LLC. | 1,129 | $536.6K | 0.15% | +408+56.6% | Added |
| Socha Financial Group, LLC | 1,131 | $537.6K | 0.26% | +5+0.4% | Added |
| James J. Burns & Company, LLC | 1,135 | $539.0K | 0.13% | +221+24.2% | Added |
| Ritter Daniher Financial Advisory LLC | 1,134 | $539.0K | 0.20% | −212−15.8% | Reduced |
| Hilltop Partners LLC | 1,135 | $539.5K | 0.21% | +18+1.6% | Added |
| JCP Investment Management, LLC | 1,136 | $540.0K | 0.65% | 00.0% | Unchanged |
| Karpus Management, Inc. | 1,137 | $540.4K | 0.02% | +7+0.6% | Added |
| Constitution Capital LLC | 1,138 | $540.9K | 0.33% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 1,139 | $541.4K | 0.41% | −19−1.6% | Reduced |
| Luts & Greenleigh Group, Inc | 1,141 | $542.6K | 0.68% | +498+77.4% | Added |
| Washington Trust Bank | 1,142 | $542.8K | 0.05% | −15−1.3% | Reduced |
| Wellington Shields & Co., LLC | 1,143 | $543.3K | 0.20% | +432+60.8% | Added |
| FF Advisors,LLC | 1,143 | $543.3K | 0.45% | +1,143 | New |
| Arbor Investment Advisors, LLC | 1,146 | $544.5K | 0.09% | 00.0% | Unchanged |
| Investidor Profissional Gestao de Recursos Ltda. | 1,146 | $544.7K | 0.40% | −627−35.4% | Reduced |
| Willow Creek Wealth Management Inc. | 1,149 | $546.5K | 0.07% | −6−0.5% | Reduced |
| Barton Investment Management | 1,151 | $547.1K | 0.07% | −240−17.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,152 | $548.0K | 0.25% | −82−6.6% | Reduced |
| Marotta Asset Management | 1,154 | $548.3K | 0.12% | −56−4.6% | Reduced |
| Greenwood Capital Associates LLC | 1,154 | $548.5K | 0.07% | −72−5.9% | Reduced |
| Ardent Capital Management, Inc. | 1,161 | $551.8K | 0.29% | −150−11.4% | Reduced |
| Retirement Solution Inc. | 1,161 | $552.0K | 0.16% | −117−9.2% | Reduced |
| Louisbourg Investments Inc. | 1,165 | $553.7K | 0.17% | +1,165 | New |
| Sage Financial Management Group, Inc. | 1,166 | $554.0K | 0.30% | 00.0% | Unchanged |
| Innealta Capital, LLC | 1,169 | $555.6K | 0.25% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 1,171 | $556.7K | 0.20% | +1,171 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,174 | $558.2K | 0.39% | −31−2.6% | Reduced |
| Hollow Brook Wealth Management LLC | 1,175 | $558.5K | 0.22% | 00.0% | Unchanged |
| AJ Advisors, LLC | 1,177 | $559.4K | 0.34% | +5+0.4% | Added |
| Northcape Wealth Management, LLC | 1,180 | $560.9K | 0.20% | −50−4.1% | Reduced |
| Eudaimonia Advisors LLC | 1,180 | $560.9K | 0.36% | +431+57.5% | Added |
| Buttonwood Financial Advisors Inc. | 1,180 | $560.9K | 0.31% | +2+0.2% | Added |
| Altrius Capital Management Inc | 1,181 | $561.4K | 0.16% | +1+0.1% | Added |
| Victory Financial Group, LLC | 1,183 | $562.3K | 0.38% | +1,183 | New |
| D'Orazio & Associates, Inc. | 1,192 | $566.6K | 0.10% | +11+0.9% | Added |
| OneAscent Wealth Management LLC | 1,193 | $567.0K | 0.23% | +1,193 | New |
| Hall Capital Management Co Inc | 1,193 | $567.0K | 0.33% | 00.0% | Unchanged |
| Veriti Management LLC | 1,193 | $567.1K | 0.05% | +696+140.0% | Added |
| Probity Advisors, Inc. | 1,194 | $567.5K | 0.12% | −353−22.8% | Reduced |
| Exeter Financial, LLC | 1,200 | $568.7K | 0.28% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,197 | $568.9K | 0.21% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 1,160 | $569.6K | 0.42% | −82−6.6% | Reduced |
| Intelligent Financial Strategies | 1,194 | $569.7K | 0.40% | 00.0% | Unchanged |
| Moreno Evelyn V | 1,200 | $570.4K | 0.27% | −6,010−83.4% | Reduced |
| Rinkey Investments | 1,201 | $570.8K | 0.22% | +339+39.3% | Added |
| TriaGen Wealth Management LLC | 1,202 | $571.3K | 0.27% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,204 | $572.3K | 0.11% | +3+0.2% | Added |
| Granite Harbor Advisors, Inc. | 1,207 | $573.7K | 0.43% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 1,214 | $577.0K | 0.70% | +101+9.1% | Added |
| Eaton Financial Holdings Company, LLC | 1,215 | $577.4K | 0.14% | +3+0.2% | Added |
| Iams Wealth Management, LLC | 1,221 | $580.4K | 0.38% | −21−1.7% | Reduced |
| Norris Perne & French LLP | 1,221 | $580.4K | 0.04% | +109+9.8% | Added |
| Dentgroup LLC | 1,223 | $581.4K | 0.52% | −242−16.5% | Reduced |