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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Bedel Financial Consulting, Inc. | 16,063 | $7.63M | 1.40% | +456+2.9% | Added |
| Global Strategic Investment Solutions, LLC | 15,967 | $7.59M | 0.94% | −55−0.3% | Reduced |
| Washington Capital Management Inc | 15,963 | $7.59M | 6.50% | +167+1.1% | Added |
| Watershed Asset Management, L.L.C. | 15,946 | $7.58M | 8.84% | +2,040+14.7% | Added |
| Linscomb & Williams, Inc. | 15,933 | $7.57M | 0.42% | −2,847−15.2% | Reduced |
| Spectrum Strategic Capital Management, LLC | 15,922 | $7.57M | 6.49% | +15,922 | New |
| Annandale Capital, LLC | 15,818 | $7.52M | 1.75% | +8,338+111.5% | Added |
| Raleigh Capital Management Inc. | 15,814 | $7.52M | 3.49% | +1,125+7.7% | Added |
| Baker Avenue Asset Management, LP | 15,751 | $7.49M | 0.33% | −630−3.8% | Reduced |
| Aries Wealth Management | 15,540 | $7.39M | 2.63% | +1,060+7.3% | Added |
| Biltmore Family Office, LLC | 15,464 | $7.38M | 1.52% | −50−0.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 15,456 | $7.35M | 0.29% | −1,302−7.8% | Reduced |
| Cypress Wealth Services, LLC | 15,413 | $7.33M | 1.83% | −207−1.3% | Reduced |
| Windham Capital Management, LLC | 15,406 | $7.32M | 2.70% | +59+0.4% | Added |
| Ramiah Investment Group | 15,389 | $7.31M | 6.89% | −15,750−50.6% | Reduced |
| Capital World Investors | 15,335 | $7.31M | 0.00% | +6,608+75.7% | Added |
| Next Level Private LLC | 15,346 | $7.29M | 4.13% | +46+0.3% | Added |
| Forum Financial Management, LP | 15,304 | $7.27M | 0.14% | +254+1.7% | Added |
| Arrow Financial Corp | 15,271 | $7.26M | 0.75% | +535+3.6% | Added |
| Plum Street Advisors, LLC | 15,258 | $7.25M | 4.83% | +15,258 | New |
| Summit Wealth Partners, LLC | 15,226 | $7.24M | 1.68% | +12+0.1% | Added |
| Regent Peak Wealth Advisors LLC | 15,219 | $7.23M | 1.96% | −4,174−21.5% | Reduced |
| Signal Advisors Wealth, LLC | 15,154 | $7.23M | 2.51% | +15,154 | New |
| Van Cleef Asset Management,Inc | 15,209 | $7.23M | 1.02% | +254+1.7% | Added |
| Coho Partners, Ltd. | 15,201 | $7.23M | 0.17% | +15,201 | New |
| Peak Asset Management, LLC | 15,161 | $7.21M | 1.59% | −48−0.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 15,082 | $7.20M | 1.99% | +3,390+29.0% | Added |
| Strategic Wealth Partners, Ltd. | 15,132 | $7.19M | 0.89% | +735+5.1% | Added |
| Traction Financial Partners, LLC | 15,081 | $7.17M | 4.81% | +15,081 | New |
| Perritt Capital Management Inc | 15,001 | $7.13M | 3.99% | −36−0.2% | Reduced |
| Epacria Capital Partners, LLC | 15,000 | $7.13M | 5.71% | 00.0% | Unchanged |
| Smithfield Trust Co | 14,971 | $7.12M | 0.40% | +25+0.2% | Added |
| Fortress Wealth Group, LLC | 14,956 | $7.10M | 4.23% | −43−0.3% | Reduced |
| Washington Trust Advisors, Inc. | 14,917 | $7.09M | 0.68% | −448−2.9% | Reduced |
| RB Capital Management, LLC | 14,871 | $7.07M | 2.05% | +42+0.3% | Added |
| Brightwater Advisory LLC | 14,845 | $7.06M | 5.96% | +14,845 | New |
| Ignite Planners, LLC | 14,910 | $7.05M | 2.09% | −1,541−9.4% | Reduced |
| Columbia Asset Management | 14,780 | $7.03M | 1.44% | −867−5.5% | Reduced |
| Lowery Thomas, LLC | 14,769 | $7.02M | 6.03% | +322+2.2% | Added |
| Sompo Asset Management Co., Ltd. | 14,750 | $7.01M | 1.26% | +8,490+135.6% | Added |
| Ullmann Financial Group, Inc. | 14,745 | $7.01M | 1.14% | +211+1.5% | Added |
| Red Cedar Investment Management, LLC | 14,718 | $7.00M | 1.01% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 14,694 | $6.99M | 4.18% | +14,694 | New |
| MAS Advisors LLC | 14,687 | $6.98M | 9.04% | +209+1.4% | Added |
| ZWJ Investment Counsel Inc | 14,681 | $6.98M | 0.36% | +5,130+53.7% | Added |
| First National Bank of Omaha | 14,651 | $6.96M | 0.44% | −532−3.5% | Reduced |
| Objective Capital Management, LLC | 14,651 | $6.96M | 5.31% | +433+3.0% | Added |
| David Loasby | 14,825 | $6.94M | 0.75% | +3,268+28.3% | Added |
| Bank of New Hampshire | 14,556 | $6.92M | 1.96% | +1,560+12.0% | Added |
| Collective Family Office LLC | 14,447 | $6.87M | 2.41% | +149+1.0% | Added |
| MYDA Advisors LLC | 14,400 | $6.84M | 3.02% | +9,400+188.0% | Added |
| Daymark Wealth Partners, LLC | 14,393 | $6.84M | 0.42% | +2,026+16.4% | Added |
| Atlas Private Wealth Management | 14,343 | $6.82M | 3.20% | +14,343 | New |
| Keystone Wealth Services, LLC | 14,315 | $6.80M | 2.33% | +802+5.9% | Added |
| Cornerstone Advisors Asset Management, LLC | 14,307 | $6.80M | 2.57% | −846−5.6% | Reduced |
| Sierra Capital LLC | 14,299 | $6.80M | 1.00% | +213+1.5% | Added |
| Solano Wealth Management, Inc. | 14,290 | $6.79M | 4.10% | −397−2.7% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 14,283 | $6.79M | 2.87% | −281−1.9% | Reduced |
| Koshinski Asset Management, Inc. | 14,236 | $6.77M | 1.03% | −15,163−51.6% | Reduced |
| Eagle Global Advisors LLC | 14,189 | $6.74M | 0.41% | +8,336+142.4% | Added |
| Money Concepts Capital Corp | 14,182 | $6.74M | 0.63% | −1,247−8.1% | Reduced |
| Nvest Financial, LLC | 14,162 | $6.73M | 5.29% | −1,248−8.1% | Reduced |
| Lyell Wealth Management, LP | 14,123 | $6.71M | 0.76% | +1,589+12.7% | Added |
| Sandbox Financial Partners, LLC | 14,123 | $6.71M | 3.15% | +1,276+9.9% | Added |
| Acadian Asset Management LLC | 14,102 | $6.70M | 0.03% | +12,838+1,015.7% | Added |
| Garrett Investment Advisors LLC | 14,082 | $6.69M | 0.93% | +888+6.7% | Added |
| Wedmont Private Capital | 14,051 | $6.67M | 0.55% | −266−1.9% | Reduced |
| Vivaldi Capital Management, LLC | 13,491 | $6.67M | 2.00% | +25+0.2% | Added |
| Proequities, Inc. | 13,952 | $6.66M | 0.48% | +2,196+18.7% | Added |
| Cary Street Partners Asset Management LLC | 14,004 | $6.66M | 1.14% | +2,466+21.4% | Added |
| Curi Capital | 13,992 | $6.65M | 0.92% | +10,714+326.8% | Added |
| Colorado Capital Management, Inc. | 13,975 | $6.64M | 4.36% | −230−1.6% | Reduced |
| Horizon Wealth Management, LLC | 13,943 | $6.63M | 1.84% | −17−0.1% | Reduced |
| Sanders Morris Harris LLC | 13,966 | $6.62M | 3.25% | −6,406−31.4% | Reduced |
| Enterprise Bank & Trust Co | 13,906 | $6.61M | 2.35% | −2,804−16.8% | Reduced |
| Alera Investment Advisors, LLC | 13,871 | $6.59M | 0.86% | +433+3.2% | Added |
| Patten Group, Inc. | 13,856 | $6.59M | 1.79% | −430−3.0% | Reduced |
| CMG Global Holdings, LLC | 13,052 | $6.55M | 4.76% | +1,131+9.5% | Added |
| Veracity Capital LLC | 13,779 | $6.55M | 2.63% | +3,343+32.0% | Added |
| Iron Financial, LLC | 13,747 | $6.53M | 3.71% | +35+0.3% | Added |
| Iowa State Bank | 13,648 | $6.49M | 1.56% | +606+4.6% | Added |
| Oliver Luxxe Assets LLC | 13,630 | $6.48M | 1.52% | −417−3.0% | Reduced |
| Castle Rock Wealth Management, LLC | 13,853 | $6.47M | 1.96% | +40.0% | Added |
| GSB Wealth Management, LLC | 13,607 | $6.47M | 1.99% | −370−2.6% | Reduced |
| Peddock Capital Advisors, LLC | 13,583 | $6.46M | 1.97% | +702+5.4% | Added |
| Silver Oak Securities, Inc | 13,582 | $6.46M | 0.87% | +8,390+161.6% | Added |
| MGO Private Wealth, LLC | 13,557 | $6.44M | 4.43% | −707−5.0% | Reduced |
| International Private Wealth Advisors LLC | 13,552 | $6.44M | 6.37% | +13,552 | New |
| Market Street Wealth Management Advisors LLC | 13,547 | $6.44M | 1.35% | −2,087−13.3% | Reduced |
| Winthrop Capital Management, LLC | 19,144 | $6.44M | 2.10% | +19,144 | New |
| Zhang Financial LLC | 13,532 | $6.43M | 0.55% | −179−1.3% | Reduced |
| Calamos Advisors LLC | 13,530 | $6.43M | 0.03% | −161−1.2% | Reduced |
| Westmount Partners, LLC | 13,495 | $6.41M | 2.62% | −284−2.1% | Reduced |
| Peoples Bank | 13,474 | $6.40M | 3.76% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 13,473 | $6.40M | 2.60% | −111−0.8% | Reduced |
| Little House Capital LLC | 13,472 | $6.40M | 2.34% | +9,586+246.7% | Added |
| Waypoint Capital Advisors, LLC | 13,423 | $6.38M | 1.86% | +137+1.0% | Added |
| Beach Investment Counsel Inc | 13,410 | $6.37M | 0.79% | −550−3.9% | Reduced |
| Krilogy Financial LLC | 13,386 | $6.36M | 0.54% | +1,238+10.2% | Added |
| Autumn Glory Partners, LLC | 13,380 | $6.35M | 3.62% | +21+0.2% | Added |