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 |
|---|---|---|---|---|---|
| TFG Advisers LLC | 1,438 | $683.5K | 0.29% | +5+0.3% | Added |
| Heritage Wealth Partners, LLC | 1,438 | $683.7K | 1.40% | −12−0.8% | Reduced |
| Newton One Investments LLC | 1,440 | $684.4K | 0.31% | +5+0.3% | Added |
| Wade Financial Advisory, Inc | 1,441 | $684.9K | 0.26% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 1,443 | $685.9K | 0.50% | +1,443 | New |
| Lafayette Investments, Inc. | 1,445 | $686.8K | 0.17% | −72−4.7% | Reduced |
| Bellevue Asset Management, LLC | 1,449 | $688.9K | 0.61% | −285−16.4% | Reduced |
| AllSquare Wealth Management LLC | 1,459 | $693.5K | 0.43% | 00.0% | Unchanged |
| Interactive Financial Advisors | 7,792 | $695.8K | 0.46% | +6,695+610.3% | Added |
| Vicus Capital | 8,768 | $696.4K | 0.07% | −2,077−19.2% | Reduced |
| Tiemann Investment Advisors, LLC | 1,467 | $697.3K | 0.34% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 1,420 | $697.7K | 0.22% | +1,420 | New |
| Wolff Financial Management LLC | 1,470 | $698.0K | 0.22% | +2+0.1% | Added |
| Napa Wealth Management | 1,469 | $698.2K | 0.38% | +1,469 | New |
| Aberdeen Wealth Management LLC | 1,469 | $698.2K | 0.51% | +1,469 | New |
| Fortress Wealth Management, Inc. | 1,470 | $698.8K | 0.38% | +5+0.3% | Added |
| Ethic Inc. | 1,473 | $700.2K | 0.02% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,474 | $700.6K | 0.55% | −4−0.3% | Reduced |
| Fenimore Asset Management Inc | 1,477 | $702.0K | 0.02% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,480 | $703.5K | 0.12% | +10+0.7% | Added |
| Finer Wealth Management, Inc. | 1,480 | $703.7K | 0.52% | +117+8.6% | Added |
| Greystone Financial Group, LLC | 1,484 | $705.3K | 0.16% | +1,484 | New |
| Encompass Wealth Advisors, LLC | 1,484 | $705.4K | 0.21% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 1,486 | $706.4K | 0.67% | +187+14.4% | Added |
| Stanley-Laman Group, Ltd. | 1,490 | $708.2K | 0.11% | +1,490 | New |
| Cypress Asset Management Inc | 1,491 | $708.7K | 0.21% | −114−7.1% | Reduced |
| Pennsylvania Capital Management Inc | 1,494 | $710.1K | 0.28% | −9−0.6% | Reduced |
| WESPAC Advisors, LLC | 1,495 | $710.5K | 0.49% | +17+1.2% | Added |
| American Trust Investment Advisors, LLC | 1,496 | $711.1K | 0.37% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 1,500 | $712.8K | 0.46% | +428+39.9% | Added |
| Doheny Asset Management | 1,500 | $713.0K | 0.70% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 1,501 | $713.4K | 0.09% | +120+8.7% | Added |
| RW Investment Management LLC | 1,502 | $713.9K | 0.11% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,504 | $714.9K | 0.44% | −47−3.0% | Reduced |
| Planning Center, Inc. | 1,505 | $715.3K | 0.17% | +558+58.9% | Added |
| Thomasville National Bank | 1,507 | $716.3K | 0.06% | +286+23.4% | Added |
| Plan Group Financial, LLC | 1,508 | $716.8K | 0.63% | −2,415−61.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,508 | $717.0K | 0.45% | +2+0.1% | Added |
| Aufman Associates Inc | 1,510 | $717.7K | 0.54% | −19−1.2% | Reduced |
| Laffer Tengler Investments | 1,512 | $718.7K | 0.19% | +64+4.4% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,521 | $722.9K | 0.59% | −52−3.3% | Reduced |
| Northstar Asset Management Inc | 1,522 | $723.4K | 0.21% | −20−1.3% | Reduced |
| Hexagon Capital Partners LLC | 1,527 | $725.3K | 0.17% | −25−1.6% | Reduced |
| CVA Family Office, LLC | 1,536 | $730.1K | 0.14% | +1+0.1% | Added |
| Paradigm Financial Partners, LLC | 1,541 | $732.6K | 0.18% | +173+12.6% | Added |
| Family Capital Trust Co | 1,545 | $734.3K | 0.23% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 1,552 | $737.6K | 0.48% | +377+32.1% | Added |
| Balentine LLC | 1,560 | $741.4K | 0.02% | −10−0.6% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,554 | $741.6K | 0.51% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,563 | $742.8K | 0.28% | +243+18.4% | Added |
| Bedell Frazier Investment Counseling, LLC | 1,563 | $742.9K | 0.20% | −178−10.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,565 | $743.9K | 0.07% | +450+40.4% | Added |
| Key Financial Inc | 1,566 | $744.3K | 0.20% | −73−4.5% | Reduced |
| Commonwealth Retirement Investments LLC | 1,567 | $744.8K | 0.39% | 00.0% | Unchanged |
| Marion Wealth Management | 1,567 | $744.8K | 0.24% | +181+13.1% | Added |
| PAX Financial Group, LLC | 1,501 | $748.0K | 0.15% | −134−8.2% | Reduced |
| Isthmus Partners, LLC | 1,574 | $748.1K | 0.10% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 1,575 | $748.6K | 0.54% | +1,575 | New |
| Regatta Capital Group, LLC | 1,575 | $748.8K | 0.20% | +102+6.9% | Added |
| LifeGuide Financial Advisors, LLC | 1,577 | $749.6K | 0.40% | −63−3.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,580 | $751.0K | 1.52% | +1,580 | New |
| Aft, Forsyth & Company, Inc. | 1,581 | $751.3K | 0.47% | −199−11.2% | Reduced |
| Bank of Stockton | 1,560 | $752.6K | 0.25% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 1,587 | $754.5K | 0.33% | +69+4.5% | Added |
| Ruedi Wealth Management, Inc. | 1,589 | $755.3K | 0.36% | −151−8.7% | Reduced |
| Opinicus Capital, Inc. | 1,593 | $757.2K | 0.77% | +1,593 | New |
| Alamar Capital Management, LLC | 1,587 | $757.3K | 0.60% | 00.0% | Unchanged |
| Channel Wealth LLC | 1,597 | $759.1K | 0.36% | +992+164.0% | Added |
| Valley Financial Group, Inc. | 1,597 | $759.1K | 0.59% | +1,597 | New |
| Concentric Wealth Management, LLC | 1,599 | $760.0K | 0.22% | −30−1.8% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 1,597 | $762.1K | 0.04% | +1,047+190.4% | Added |
| McDonough Capital Management, Inc | 1,604 | $762.4K | 0.66% | −2−0.1% | Reduced |
| Horan Securities, Inc. | 1,608 | $764.1K | 0.38% | +120+8.1% | Added |
| First National Bank | 1,608 | $764.3K | 0.60% | −3−0.2% | Reduced |
| PFG Private Wealth Management, LLC | 1,610 | $765.2K | 0.52% | −59−3.5% | Reduced |
| GoalVest Advisory LLC | 1,611 | $765.9K | 0.34% | +293+22.2% | Added |
| Diversified Investment Strategies, LLC | 1,619 | $769.5K | 0.56% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 1,620 | $770.0K | 0.36% | −24−1.5% | Reduced |
| CMH Wealth Management LLC | 1,621 | $770.5K | 0.19% | +1,621 | New |
| Cim, LLC | 1,523 | $772.9K | 0.12% | +542+55.2% | Added |
| Concord Wealth Partners | 1,627 | $773.4K | 0.15% | −165−9.2% | Reduced |
| Spinnaker Investment Group, LLC | 1,628 | $773.6K | 0.23% | −10−0.6% | Reduced |
| Planning Capital Management Corp | 1,630 | $774.7K | 0.61% | +1,630 | New |
| Rockwood Wealth Management, LLC | 1,633 | $776.1K | 0.11% | −111−6.4% | Reduced |
| Seaside Wealth Management, Inc. | 1,633 | $776.1K | 0.36% | −48−2.9% | Reduced |
| Capital Investment Counsel, LLC | 1,643 | $780.9K | 0.29% | +1,643 | New |
| Lodestone Wealth Management LLC | 1,645 | $781.7K | 0.46% | −2,256−57.8% | Reduced |
| Stack Financial Management, Inc | 1,645 | $781.9K | 0.09% | +1+0.1% | Added |
| Johnson & White Wealth Management, LLC | 1,649 | $784.0K | 0.65% | +133+8.8% | Added |
| Sinecera Capital, LLC | 1,641 | $784.1K | 0.93% | −811−33.1% | Reduced |
| My Purposeful Wealth Corp. | 1,651 | $784.8K | 0.55% | +123+8.0% | Added |
| Providence Capital Advisors, LLC | 1,651 | $785.2K | 0.19% | −4−0.2% | Reduced |
| Investment Partners Asset Management, Inc. | 1,658 | $788.1K | 0.78% | +1,658 | New |
| Advocacy Wealth Management Services, LLC | 1,659 | $788.5K | 0.07% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,661 | $789.6K | 0.40% | −56−3.3% | Reduced |
| Retirement Group, LLC | 1,661 | $789.7K | 0.32% | −4,510−73.1% | Reduced |
| Kraft Asset Management, LLC | 1,664 | $790.9K | 0.67% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,671 | $794.2K | 0.21% | +1+0.1% | Added |
| Buckhead Capital Management LLC | 1,673 | $795.2K | 0.29% | +131+8.5% | Added |
| GHP Investment Advisors, Inc. | 1,682 | $799.5K | 0.04% | +495+41.7% | Added |