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 |
|---|---|---|---|---|---|
| MidAtlantic Capital Management, Inc. | 19,017 | $9.04M | 8.79% | +19,017 | New |
| Good Life Advisors, LLC | 19,009 | $9.04M | 0.89% | +3,018+18.9% | Added |
| Tfo-TDC, LLC | 18,992 | $9.03M | 1.84% | +558+3.0% | Added |
| CWA Asset Management Group, LLC | 18,985 | $9.02M | 0.62% | +4,793+33.8% | Added |
| Weil Company, Inc. | 18,946 | $9.01M | 3.96% | +7,826+70.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 18,917 | $8.99M | 0.02% | +17,901+1,761.9% | Added |
| Courier Capital LLC | 18,891 | $8.98M | 0.68% | +1,205+6.8% | Added |
| Atlas Capital Advisors LLC | 18,890 | $8.98M | 1.30% | −2,448−11.5% | Reduced |
| Canopy Partners, LLC | 18,806 | $8.97M | 5.47% | +18,806 | New |
| Ayalon Holdings Ltd. | 18,813 | $8.97M | 3.26% | +6,597+54.0% | Added |
| KG&L Capital Management,LLC | 18,843 | $8.96M | 3.74% | +427+2.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 18,739 | $8.93M | 0.81% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 18,767 | $8.92M | 1.99% | −1,350−6.7% | Reduced |
| Grove Bank & Trust | 18,734 | $8.90M | 1.64% | −843−4.3% | Reduced |
| Frazier Financial Advisors, LLC | 18,724 | $8.90M | 7.81% | +18,724 | New |
| Mather Group, LLC. | 18,665 | $8.87M | 0.14% | −1,232−6.2% | Reduced |
| Flagship Harbor Advisors, LLC | 18,603 | $8.84M | 0.64% | −3,839−17.1% | Reduced |
| Triumph Capital Management | 18,601 | $8.84M | 3.75% | −52−0.3% | Reduced |
| Qalhat Capital Ltd | 18,585 | $8.83M | 6.02% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 18,431 | $8.76M | 0.40% | +1,393+8.2% | Added |
| BCJ Capital Management, LLC | 18,427 | $8.76M | 0.76% | +2,104+12.9% | Added |
| Gamco Investors, Inc. Et Al | 18,410 | $8.75M | 0.09% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 18,403 | $8.75M | 2.26% | +18,403 | New |
| Royal Fund Management, LLC | 18,367 | $8.73M | 1.11% | −4,103−18.3% | Reduced |
| Tilson Financial Group, Inc. | 18,356 | $8.72M | 5.62% | +37+0.2% | Added |
| Citizens Business Bank | 18,350 | $8.72M | 1.92% | −250−1.3% | Reduced |
| SimpliFi, Inc. | 20,338 | $8.69M | 4.28% | +34+0.2% | Added |
| Abner Herrman & Brock LLC | 18,250 | $8.67M | 1.22% | +9,105+99.6% | Added |
| Hilltop Holdings Inc. | 18,247 | $8.67M | 0.98% | −2,266−11.0% | Reduced |
| E&G Advisors, LP | 18,131 | $8.62M | 3.05% | −342−1.9% | Reduced |
| Northstar Asset Management LLC | 18,110 | $8.61M | 2.27% | −315−1.7% | Reduced |
| GenWealth Group, Inc. | 18,002 | $8.56M | 2.36% | −451−2.4% | Reduced |
| Foresight Capital Management Advisors, Inc. | 18,000 | $8.56M | 8.76% | +18,000 | New |
| Avantax Planning Partners, Inc. | 17,972 | $8.54M | 0.33% | −845−4.5% | Reduced |
| Elevatus Welath Management | 17,904 | $8.51M | 3.87% | +17,904 | New |
| Pinnacle Financial Group, LLC | 17,870 | $8.49M | 4.35% | +241+1.4% | Added |
| J. W. Coons Advisors, LLC | 17,852 | $8.49M | 2.30% | +720+4.2% | Added |
| Mission Creek Capital Partners, Inc. | 17,836 | $8.48M | 2.18% | −148−0.8% | Reduced |
| Community Bank, N.A. | 17,821 | $8.47M | 1.11% | −22−0.1% | Reduced |
| Lansing Street Advisors | 17,803 | $8.46M | 4.43% | +17,803 | New |
| Institute for Wealth Management, LLC. | 17,772 | $8.45M | 1.38% | −2,351−11.7% | Reduced |
| Highview Capital Management LLC | 17,755 | $8.44M | 4.49% | +120+0.7% | Added |
| KFG Wealth Management, LLC | 17,708 | $8.42M | 3.84% | −2,458−12.2% | Reduced |
| L.M. Kohn & Company | 17,695 | $8.41M | 2.68% | −1,927−9.8% | Reduced |
| Schrum Private Wealth Management LLC | 17,685 | $8.41M | 11.93% | −1,992−10.1% | Reduced |
| BlueChip Wealth Advisors LLC | 17,678 | $8.40M | 5.89% | +17,678 | New |
| Perennial Investment Advisors, LLC | 17,659 | $8.39M | 1.40% | +1,258+7.7% | Added |
| IronBridge Private Wealth, LLC | 17,641 | $8.38M | 4.09% | +16,326+1,241.5% | Added |
| Equitec Proprietary Markets, LLC | 17,637 | $8.38M | 9.07% | +14,935+552.7% | Added |
| Epic Trust Investment Advisors, LLC | 17,612 | $8.37M | 11.22% | +1,431+8.8% | Added |
| J. Goldman & Co LP | 17,581 | $8.36M | 0.47% | −80,847−82.1% | Reduced |
| Constant Guidance Financial LLC | 17,569 | $8.35M | 8.51% | −891−4.8% | Reduced |
| One Capital Management, LLC | 17,569 | $8.35M | 0.33% | +126+0.7% | Added |
| Burke & Herbert Bank & Trust Co | 17,547 | $8.34M | 5.99% | +145+0.8% | Added |
| RMR Wealth Builders | 17,540 | $8.34M | 1.17% | −2,003−10.2% | Reduced |
| Principle Wealth Partners LLC | 17,470 | $8.30M | 0.71% | +50.0% | Added |
| Crestone Asset Management LLC | 17,456 | $8.30M | 1.87% | −437−2.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 17,431 | $8.29M | 3.43% | +20+0.1% | Added |
| Principal Securities, Inc. | 17,418 | $8.28M | 0.31% | +17,418 | New |
| Erste Asset Management GmbH | 17,310 | $8.23M | 0.12% | −8,920−34.0% | Reduced |
| TTP Investments, Inc. | 17,276 | $8.21M | 3.54% | +16,539+2,244.1% | Added |
| Boothe Investment Group, Inc. | 17,168 | $8.16M | 3.68% | +219+1.3% | Added |
| Vista Investment Partners LLC | 17,076 | $8.12M | 2.98% | +17,076 | New |
| Arlington Trust Co LLC | 17,067 | $8.11M | 2.27% | +12,348+261.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 17,059 | $8.11M | 0.73% | +266+1.6% | Added |
| Atom Investors LP | 17,046 | $8.10M | 1.43% | −10,456−38.0% | Reduced |
| Paragon Capital Management Ltd | 17,032 | $8.10M | 1.66% | +190+1.1% | Added |
| Great Diamond Partners, LLC | 16,978 | $8.07M | 1.99% | +15,154+830.8% | Added |
| SeaCrest Wealth Management, LLC | 17,198 | $8.05M | 0.99% | +1,032+6.4% | Added |
| Financial Guidance Group, Inc. | 16,905 | $8.04M | 5.58% | −389−2.2% | Reduced |
| WBH Advisory Inc | 16,828 | $8.00M | 0.89% | +880+5.5% | Added |
| Chatham Capital Group, Inc. | 16,811 | $7.99M | 1.62% | +135+0.8% | Added |
| Caerus Investment Advisors, LLC | 16,745 | $7.96M | 7.62% | +323+2.0% | Added |
| Ellenbecker Investment Group | 16,731 | $7.95M | 1.84% | −223−1.3% | Reduced |
| Grandview Asset Management LLC | 16,709 | $7.94M | 4.17% | −261−1.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 16,604 | $7.89M | 1.80% | +3,663+28.3% | Added |
| Ironclad Investments LLC | 16,603 | $7.89M | 5.26% | +16,603 | New |
| Wealth Alliance | 16,591 | $7.89M | 1.11% | +541+3.4% | Added |
| Sigma Investment Counselors Inc | 16,586 | $7.88M | 0.56% | +59+0.4% | Added |
| Pittenger & Anderson Inc | 16,582 | $7.88M | 0.35% | −149−0.9% | Reduced |
| LMG Wealth Partners, LLC | 16,545 | $7.86M | 2.18% | +12+0.1% | Added |
| Eagle Strategies LLC | 16,537 | $7.86M | 1.68% | −676−3.9% | Reduced |
| Perfromance Wealth Partners, LLC | 16,528 | $7.86M | 0.35% | −843−4.9% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 16,521 | $7.85M | 3.29% | +41+0.2% | Added |
| Magnus Financial Group LLC | 16,511 | $7.85M | 1.03% | +2,409+17.1% | Added |
| Zurich Insurance Group Ltd | 16,434 | $7.83M | 0.08% | +125+0.8% | Added |
| Catalytic Wealth RIA, LLC | 16,462 | $7.82M | 3.52% | +16,462 | New |
| Bienville Capital Management, LLC | 16,395 | $7.82M | 2.39% | −5,072−23.6% | Reduced |
| Cedar Brook Financial Partners, LLC | 16,420 | $7.82M | 1.74% | +2,547+18.4% | Added |
| Wesbanco Bank Inc | 16,410 | $7.80M | 0.44% | −8,374−33.8% | Reduced |
| Advisor OS, LLC | 16,406 | $7.80M | 1.01% | +2,472+17.7% | Added |
| NBT Bank N A | 16,388 | $7.79M | 0.61% | +420+2.6% | Added |
| Calton & Associates, Inc. | 16,387 | $7.79M | 3.13% | +8,396+105.1% | Added |
| Hoese & Co LLP | 17,008 | $7.76M | 7.61% | −20.0% | Reduced |
| Intrua Financial, LLC | 16,282 | $7.74M | 1.21% | −35,358−68.5% | Reduced |
| Smart Money Group LLC | 16,273 | $7.73M | 3.37% | −1,504−8.5% | Reduced |
| Codex Capital, L.L.C. | 16,220 | $7.71M | 4.50% | 00.0% | Unchanged |
| Innova Wealth Partners | 16,211 | $7.71M | 6.63% | +9,966+159.6% | Added |
| Zevin Asset Management LLC | 16,203 | $7.70M | 1.38% | +380+2.4% | Added |
| Westwood Holdings Group Inc. | 16,081 | $7.64M | 0.06% | −1,830−10.2% | Reduced |