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 |
|---|---|---|---|---|---|
| Strategic Equity Management | 32,854 | $15.6M | 17.58% | −72,952−68.9% | Reduced |
| Banque Cantonale Vaudoise | 32,759 | $15.6M | 0.68% | −4,799−12.8% | Reduced |
| Wealthgate Family Office, LLC | 32,761 | $15.6M | 43.13% | +33+0.1% | Added |
| Kovack Advisors, Inc. | 32,475 | $15.4M | 1.83% | +766+2.4% | Added |
| Country Club Bank | 32,015 | $15.3M | 1.15% | +144+0.5% | Added |
| LifeSteps Financial, Inc. | 31,945 | $15.2M | 13.47% | −472−1.5% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 31,891 | $15.2M | 7.22% | −801−2.5% | Reduced |
| Winthrop Advisory Group LLC | 31,843 | $15.1M | 2.36% | +1,598+5.3% | Added |
| Resolute Partners Group | 31,703 | $15.1M | 1.98% | +15,081+90.7% | Added |
| Gateway Wealth Partners, LLC | 31,687 | $15.1M | 6.07% | +10,782+51.6% | Added |
| Starfox Financial Services, LLC | 31,618 | $15.0M | 13.90% | +1,489+4.9% | Added |
| Evergreen Capital Management LLC | 31,454 | $15.0M | 0.61% | +844+2.8% | Added |
| WestEnd Advisors, LLC | 31,507 | $15.0M | 0.41% | +4,896+18.4% | Added |
| Trust Co of the South | 31,434 | $14.9M | 3.95% | +31,434 | New |
| Hardy Reed LLC | 31,416 | $14.9M | 2.02% | +26,575+549.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 31,320 | $14.9M | 0.26% | +1,518+5.1% | Added |
| Victory Capital Management Inc | 31,273 | $14.9M | 0.02% | +960+3.2% | Added |
| Iron Horse Wealth Management, LLC | 31,191 | $14.8M | 6.48% | +1,162+3.9% | Added |
| Romano Brothers and Company | 31,161 | $14.8M | 2.21% | −10,243−24.7% | Reduced |
| Smith, Salley & Associates | 31,156 | $14.8M | 0.96% | +1,745+5.9% | Added |
| Avidian Wealth Solutions, LLC | 31,149 | $14.8M | 0.92% | +2,477+8.6% | Added |
| Seven Mile Advisory | 31,121 | $14.8M | 12.83% | +261+0.8% | Added |
| Zega Financial, LLC | 31,089 | $14.8M | 6.16% | +31,089 | New |
| Tolleson Wealth Management, Inc. | 30,918 | $14.8M | 3.04% | −3,224−9.4% | Reduced |
| Lebenthal Global Advisors, LLC | 30,977 | $14.7M | 3.42% | +18,228+143.0% | Added |
| Henshaw Capital LLC | 30,900 | $14.7M | 0.76% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 30,887 | $14.7M | 0.43% | +23,354+310.0% | Added |
| Paragon Financial Partners, Inc. | 30,830 | $14.7M | 14.06% | −106−0.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 30,625 | $14.5M | 1.99% | −1,905−5.9% | Reduced |
| MMBG Investment Advisors Co. | 30,510 | $14.5M | 1.71% | −2,385−7.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 30,493 | $14.5M | 1.52% | +4,727+18.3% | Added |
| Capital Advisory Group Advisory Services, LLC | 30,481 | $14.5M | 7.77% | +3,291+12.1% | Added |
| WealthBridge Capital Management, LLC | 30,443 | $14.5M | 5.42% | +797+2.7% | Added |
| Davenport & Co LLC | 30,437 | $14.5M | 0.10% | +2,385+8.5% | Added |
| Strategic Blueprint, LLC | 30,365 | $14.4M | 1.19% | −35−0.1% | Reduced |
| Trifecta Capital Advisors, LLC | 30,308 | $14.4M | 3.98% | +864+2.9% | Added |
| ASB Consultores, LLC | 30,190 | $14.3M | 4.79% | +21,290+239.2% | Added |
| Okabena Investment Services Inc | 30,142 | $14.3M | 5.58% | +11,018+57.6% | Added |
| SEI Investments Co | 30,097 | $14.3M | 0.02% | −1,496−4.7% | Reduced |
| Meridian Wealth Advisors, LLC | 30,063 | $14.3M | 3.13% | −1,872−5.9% | Reduced |
| YHB Investment Advisors, Inc. | 29,919 | $14.2M | 1.38% | −257−0.9% | Reduced |
| Legal & General Group Plc | 29,900 | $14.2M | 0.00% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 29,897 | $14.2M | 1.39% | −351−1.2% | Reduced |
| Silvercrest Asset Management Group LLC | 29,807 | $14.2M | 0.10% | +2,167+7.8% | Added |
| L & S Advisors Inc | 29,743 | $14.1M | 1.72% | −494−1.6% | Reduced |
| Atlas Financial Advisors, Inc. | 29,700 | $14.1M | 23.09% | −41,536−58.3% | Reduced |
| Confluence Investment Management LLC | 29,589 | $14.1M | 0.20% | −211−0.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 29,560 | $14.1M | 4.56% | +2,867+10.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 29,550 | $14.0M | 1.66% | −6,564−18.2% | Reduced |
| Central Trust Co | 29,515 | $14.0M | 0.37% | +725+2.5% | Added |
| Hedeker Wealth, LLC | 29,422 | $14.0M | 4.42% | +27,853+1,775.2% | Added |
| Rothschild Capital Partners, LLC | 29,367 | $14.0M | 4.40% | +29,367 | New |
| EWG Elevate Inc. | 29,261 | $13.9M | 5.77% | +16,231+124.6% | Added |
| Warwick Investment Management, Inc. | 29,184 | $13.9M | 4.08% | +598+2.1% | Added |
| Mirabaud & Cie SA | 29,087 | $13.8M | 4.61% | +29,087 | New |
| Spinnaker Trust | 28,992 | $13.8M | 0.94% | +1,425+5.2% | Added |
| Kesler, Norman & Wride, LLC | 28,906 | $13.7M | 3.15% | +10,822+59.8% | Added |
| Edgewood Management LLC | 28,889 | $13.7M | 0.04% | −21,947−43.2% | Reduced |
| Lodestar Private Asset Management LLC | 28,837 | $13.7M | 2.10% | −117−0.4% | Reduced |
| PFG Advisors | 28,764 | $13.7M | 1.10% | +2,512+9.6% | Added |
| Stelac Advisory Services LLC | 28,692 | $13.7M | 7.36% | −1,022−3.4% | Reduced |
| Principal Street Partners, LLC | 28,725 | $13.7M | 3.29% | −28,637−49.9% | Reduced |
| Legacy Trust | 28,612 | $13.6M | 3.54% | −476−1.6% | Reduced |
| Milestone Asset Management, LLC | 28,535 | $13.6M | 4.46% | −22,370−43.9% | Reduced |
| FSC Wealth Advisors, LLC | 28,534 | $13.6M | 9.93% | +12,997+83.7% | Added |
| TKG Advisors, LLC | 28,521 | $13.6M | 8.09% | +1,236+4.5% | Added |
| Goelzer Investment Management, Inc. | 28,434 | $13.5M | 0.87% | −2,436−7.9% | Reduced |
| Tyche Wealth Partners LLC | 28,403 | $13.5M | 3.25% | +28,403 | New |
| American Investment Services, Inc. | 28,249 | $13.4M | 2.53% | +85+0.3% | Added |
| Aspen Investment Management Inc | 28,243 | $13.4M | 7.50% | +1,248+4.6% | Added |
| Gillson Capital LP | 28,171 | $13.4M | 1.41% | +3,171+12.7% | Added |
| Tocqueville Asset Management L.P. | 28,171 | $13.4M | 0.24% | −1,106−3.8% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 27,497 | $13.3M | 5.57% | +870+3.3% | Added |
| Apriem Advisors | 28,050 | $13.3M | 1.78% | −60.0% | Reduced |
| Prostatis Group LLC | 28,044 | $13.3M | 5.57% | −11,756−29.5% | Reduced |
| Americana Partners, LLC | 28,054 | $13.3M | 1.27% | +297+1.1% | Added |
| Penobscot Investment Management Company, Inc. | 28,021 | $13.3M | 1.56% | +1,953+7.5% | Added |
| New Republic Capital, LLC | 27,876 | $13.3M | 9.46% | −2,263−7.5% | Reduced |
| Tortoise Investment Management, LLC | 27,899 | $13.3M | 1.80% | −645−2.3% | Reduced |
| Financial Partners Group, Inc | 27,778 | $13.2M | 2.37% | +3,371+13.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 27,777 | $13.2M | 0.49% | +27,777 | New |
| Cornerstone Wealth Management, LLC | 27,715 | $13.2M | 1.13% | +213+0.8% | Added |
| Luken Investment Analytics, LLC | 27,711 | $13.2M | 7.10% | −600−2.1% | Reduced |
| NBC Securities, Inc. | 27,557 | $13.1M | 1.32% | +514+1.9% | Added |
| Harbour Trust & Investment Management Co | 27,548 | $13.1M | 1.85% | +27,548 | New |
| Salem Investment Counselors Inc | 27,402 | $13.1M | 0.45% | +1,049+4.0% | Added |
| First Eagle Investment Management, LLC | 27,500 | $13.1M | 0.03% | +27,500 | New |
| Transcend Wealth Collective, LLC | 27,500 | $13.1M | 1.16% | +1,330+5.1% | Added |
| Bouchey Financial Group Ltd | 27,488 | $13.1M | 1.40% | −80.0% | Reduced |
| Blue Investment Partners LLC | 27,485 | $13.1M | 8.52% | −469−1.7% | Reduced |
| Royal Capital Wealth Management, LLC | 27,455 | $13.0M | 11.30% | +1,606+6.2% | Added |
| Ascension Capital Advisors, Inc. | 27,429 | $13.0M | 8.42% | +74+0.3% | Added |
| Rockbridge Investment Management, LCC | 27,386 | $13.0M | 1.99% | −100.0% | Reduced |
| Naples Money Management LLC | 27,334 | $13.0M | 12.16% | +27,334 | New |
| LMCG Investments, LLC | 27,289 | $13.0M | 0.80% | +21,202+348.3% | Added |
| CSS LLC | 27,184 | $12.9M | 1.01% | +8,918+48.8% | Added |
| Oldfather Financial Services, LLC | 27,056 | $12.9M | 5.73% | −203−0.7% | Reduced |
| Neumann Capital Management, LLC | 27,043 | $12.9M | 5.10% | +15+0.1% | Added |
| Mission Wealth Management, LP | 27,032 | $12.8M | 0.42% | +780+3.0% | Added |
| Monetta Financial Services Inc | 27,000 | $12.8M | 12.23% | 00.0% | Unchanged |