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 |
|---|---|---|---|---|---|
| Retirement Planning Group | 1,227 | $583.3K | 0.05% | −43−3.4% | Reduced |
| Cheviot Value Management, LLC | 1,227 | $583.4K | 0.13% | +483+64.9% | Added |
| Zuckerman Investment Group, LLC | 1,229 | $584.2K | 0.08% | 00.0% | Unchanged |
| Beacon Wealthcare LLC | 1,230 | $584.5K | 0.28% | −10−0.8% | Reduced |
| O'Brien Wealth Partners LLC | 1,230 | $584.6K | 0.15% | −199−13.9% | Reduced |
| Quaker Wealth Management, LLC | 1,233 | $586.2K | 0.26% | −49−3.8% | Reduced |
| Strategic Financial Concepts, LLC | 1,237 | $588.1K | 0.35% | −2,601−67.8% | Reduced |
| a16z Perennial Management, L.P. | 1,239 | $588.9K | 0.10% | +1,239 | New |
| Wescott Financial Advisory Group, LLC | 1,239 | $588.9K | 0.08% | −3−0.2% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,240 | $589.2K | 0.15% | +692+126.3% | Added |
| Hourglass Capital, LLC | 1,241 | $589.6K | 0.19% | −94−7.0% | Reduced |
| jvl associates llc | 1,241 | $589.9K | 0.27% | −400−24.4% | Reduced |
| LWMG, LLC | 1,245 | $591.9K | 0.15% | −136−9.8% | Reduced |
| Goepper Burkhardt LLC | 1,182 | $592.4K | 0.29% | −71−5.7% | Reduced |
| Harbor Group, Inc. | 1,247 | $592.5K | 0.17% | −97−7.2% | Reduced |
| Tandem Investment Advisors, Inc. | 1,250 | $594.0K | 0.02% | −10−0.8% | Reduced |
| Visionary Horizons, LLC | 1,250 | $594.1K | 0.48% | +1,250 | New |
| Columbia Trust Co 01012016 | 1,251 | $594.6K | 0.27% | −575−31.5% | Reduced |
| Financial Management Network Inc | 1,273 | $595.8K | 0.17% | −451−26.2% | Reduced |
| 4J Wealth Management LLC | 1,254 | $596.0K | 0.54% | −900−41.8% | Reduced |
| Gradient Capital Advisors, LLC | 1,256 | $597.0K | 0.23% | −33−2.6% | Reduced |
| HighMark Wealth Management LLC | 1,256 | $597.2K | 0.44% | −50−3.8% | Reduced |
| SPC Financial, Inc. | 1,257 | $597.5K | 0.06% | +471+59.9% | Added |
| Ipswich Investment Management Co., Inc. | 1,262 | $599.8K | 0.15% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 1,264 | $600.9K | 0.09% | +1,264 | New |
| Envoi LLC | 1,406 | $601.0K | 2.07% | 00.0% | Unchanged |
| 3EDGE Asset Management, LP | 1,267 | $602.2K | 0.05% | −68−5.1% | Reduced |
| Monarch Capital Management Inc | 1,267 | $604.6K | 0.18% | 00.0% | Unchanged |
| Unison Asset Management LLC | 1,273 | $605.1K | 0.36% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 1,273 | $605.1K | 0.55% | +639+100.8% | Added |
| Summitry LLC | 1,276 | $606.5K | 0.04% | +1,276 | New |
| Apeiron RIA LLC | 1,278 | $607.2K | 0.19% | +403+46.1% | Added |
| Opes Wealth Management LLC | 1,281 | $608.8K | 0.15% | +1+0.1% | Added |
| Financial Planning & Information Services, Inc. | 1,281 | $608.9K | 0.10% | −21−1.6% | Reduced |
| Ruggaard & Associates LLC | 1,283 | $609.8K | 0.32% | −92−6.7% | Reduced |
| Diversified, LLC | 1,284 | $610.4K | 0.13% | −136−9.6% | Reduced |
| C M Bidwell & Associates Ltd | 1,285 | $610.8K | 0.45% | 00.0% | Unchanged |
| StoneCrest Wealth Management, Inc. | 1,285 | $610.8K | 0.59% | +1,285 | New |
| FSA Wealth Management LLC | 1,287 | $612.0K | 0.29% | +4+0.3% | Added |
| Addison Advisors LLC | 1,296 | $616.0K | 0.24% | +3+0.2% | Added |
| Wilkins Investment Counsel Inc | 1,296 | $616.0K | 0.15% | +1,296 | New |
| Great Oak Capital Partners, LLC | 1,296 | $616.2K | 0.33% | +1,296 | New |
| Investment Partners, Ltd. | 1,300 | $617.9K | 0.30% | −39−2.9% | Reduced |
| Terra Nova Asset Management LLC | 1,300 | $618.0K | 0.54% | −903−41.0% | Reduced |
| Bryant Woods Investment Advisors, LLC | 1,302 | $619.0K | 0.39% | +65+5.3% | Added |
| Am Investment Strategies LLC | 1,310 | $622.0K | 0.18% | +391+42.5% | Added |
| Dock Street Asset Management Inc | 1,309 | $622.0K | 0.10% | −5−0.4% | Reduced |
| Indie Asset Partners, LLC | 1,313 | $624.1K | 0.56% | +64+5.1% | Added |
| Cascade Investment Group, Inc. | 1,316 | $625.5K | 0.50% | +116+9.7% | Added |
| Financial Futures Ltd Liability Co. | 1,318 | $626.3K | 0.47% | +1,318 | New |
| Caxton Corp | 1,322 | $628.1K | 3.39% | +1,322 | New |
| HT Partners LLC | 1,323 | $628.8K | 0.25% | +310+30.6% | Added |
| Simplicity Wealth,LLC | 1,325 | $629.8K | 0.24% | +502+61.0% | Added |
| Wiser Wealth Management, Inc | 1,350 | $630.7K | 0.23% | +3+0.2% | Added |
| Grey Fox Wealth Advisors, LLC | 1,326 | $632.9K | 0.28% | +211+18.9% | Added |
| Thrive Capital Management, LLC | 1,332 | $633.1K | 0.34% | −14−1.0% | Reduced |
| Rogco, LP | 1,334 | $634.1K | 0.28% | −701−34.4% | Reduced |
| Portside Wealth Group, LLC | 1,337 | $635.6K | 0.12% | +15+1.1% | Added |
| Financial Alternatives, Inc | 1,341 | $637.2K | 0.54% | +1,341 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,341 | $637.7K | 0.20% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 1,342 | $637.9K | 0.21% | +17+1.3% | Added |
| Rain Capital Management, LLC | 1,348 | $640.7K | 0.45% | +5+0.4% | Added |
| Richard P Slaughter Associates Inc | 1,348 | $641.0K | 0.16% | 00.0% | Unchanged |
| Narwhal Capital Management | 1,349 | $641.2K | 0.07% | +11+0.8% | Added |
| Schear Investment Advisers, LLC | 1,350 | $641.5K | 0.62% | +1+0.1% | Added |
| Smith & Howard Wealth Management, LLC | 1,354 | $643.8K | 0.23% | −12,563−90.3% | Reduced |
| Fairman Group, LLC | 1,351 | $644.7K | 0.62% | +1,351 | New |
| Hurlow Wealth Management Group, Inc. | 1,358 | $645.6K | 0.24% | −1−0.1% | Reduced |
| MN Wealth Advisors, LLC | 1,363 | $648.0K | 0.45% | +1,363 | New |
| Costello Asset Management, INC | 1,364 | $648.4K | 0.54% | +68+5.2% | Added |
| TFB Advisors LLC | 1,368 | $650.0K | 0.33% | −662−32.6% | Reduced |
| Integrated Investment Consultants, LLC | 1,370 | $651.0K | 0.21% | +76+5.9% | Added |
| VisionPoint Advisory Group, LLC | 1,378 | $655.0K | 0.24% | +142+11.5% | Added |
| Core Wealth Partners LLC | 1,382 | $657.1K | 0.54% | +204+17.3% | Added |
| Boston Common Asset Management, LLC | 1,386 | $659.0K | 0.01% | +1,386 | New |
| Ewa, LLC | 1,334 | $659.3K | 0.32% | +3+0.2% | Added |
| Investment Advisory Group, LLC | 1,388 | $659.8K | 0.30% | +257+22.7% | Added |
| Liberty Wealth Management LLC | 1,389 | $660.0K | 0.14% | +71+5.4% | Added |
| Canton Hathaway, LLC | 1,390 | $661.0K | 0.20% | +700+101.4% | Added |
| Wolff Wiese Magana LLC | 1,396 | $663.4K | 0.63% | −91−6.1% | Reduced |
| Everhart Financial Group, Inc. | 1,396 | $663.4K | 0.24% | −284−16.9% | Reduced |
| Mattern Wealth Management LLC | 1,396 | $663.5K | 0.17% | −122−8.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,397 | $664.0K | 0.09% | −54−3.7% | Reduced |
| Laidlaw Wealth Management LLC | 1,400 | $665.5K | 0.24% | +213+17.9% | Added |
| Morse Asset Management, Inc | 1,401 | $666.0K | 0.20% | +20+1.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 1,396 | $666.2K | 0.04% | +553+65.6% | Added |
| Left Brain Wealth Management, LLC | 1,406 | $668.3K | 0.39% | −479−25.4% | Reduced |
| Platte River Wealth Advisors, LLC | 1,406 | $668.3K | 0.22% | +8+0.6% | Added |
| First Financial Corp | 1,415 | $672.5K | 0.34% | +662+87.9% | Added |
| Mma Asset Management LLC | 1,417 | $673.6K | 0.36% | −59−4.0% | Reduced |
| Morris Retirement Advisors, LLC | 1,418 | $674.1K | 0.44% | +102+7.8% | Added |
| Hemenway Trust Co LLC | 1,419 | $674.5K | 0.06% | +27+1.9% | Added |
| Trellis Wealth Advisors LLC | 1,420 | $674.9K | 0.37% | −35−2.4% | Reduced |
| Wells Trecaso Financial Group, LLC | 1,422 | $675.9K | 0.27% | +25+1.8% | Added |
| Arcadia Wealth Management, LLC | 1,425 | $677.2K | 0.47% | −122−7.9% | Reduced |
| Stony Point Wealth Management Inc. | 1,431 | $680.4K | 0.31% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 1,431 | $680.4K | 0.21% | +430+43.0% | Added |
| WealthCollab, LLC | 1,434 | $681.6K | 0.53% | +1,434 | New |
| Absolute Capital Management, LLC | 1,429 | $682.0K | 0.62% | +379+36.1% | Added |
| Prepared Retirement Institute LLC | 1,437 | $683.2K | 0.51% | +1,437 | New |