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 |
|---|---|---|---|---|---|
| MGB Wealth Management, LLC | 11,203 | $5.32M | 2.68% | +11,203 | New |
| Ellevest, Inc. | 11,187 | $5.32M | 0.36% | −128−1.1% | Reduced |
| Etesian Wealth Advisors, Inc. | 11,139 | $5.31M | 3.19% | +8+0.1% | Added |
| Broderick Brian C | 11,162 | $5.31M | 1.32% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 11,149 | $5.30M | 4.91% | +11,149 | New |
| Logan Capital Management Inc | 11,134 | $5.29M | 0.25% | +7,609+215.9% | Added |
| Well Done, LLC | 11,122 | $5.29M | 1.03% | +405+3.8% | Added |
| Rappaport Reiches Capital Management, LLC | 11,101 | $5.28M | 1.93% | +4,361+64.7% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 11,079 | $5.27M | 0.41% | +11,079 | New |
| Sabal Trust CO | 11,079 | $5.27M | 0.32% | +3,900+54.3% | Added |
| Fiduciary Planning LLC | 11,032 | $5.24M | 2.23% | +10,043+1,015.5% | Added |
| Intact Investment Management Inc. | 10,985 | $5.22M | 0.21% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 10,982 | $5.22M | 1.05% | +8,838+412.2% | Added |
| Consolidated Portfolio Review Corp | 10,963 | $5.21M | 1.19% | +61+0.6% | Added |
| Seelaus Asset Management LLC | 10,937 | $5.20M | 5.05% | +294+2.8% | Added |
| KKM Financial LLC | 10,918 | $5.19M | 3.27% | +10,918 | New |
| Arcus Capital Partners, LLC | 10,909 | $5.19M | 1.82% | +4,589+72.6% | Added |
| Windsor Capital Management, LLC | 10,826 | $5.15M | 1.68% | −223−2.0% | Reduced |
| SL Advisors, LLC | 10,784 | $5.13M | 11.03% | +2,837+35.7% | Added |
| Halpern Financial, Inc. | 10,909 | $5.11M | 1.59% | −37−0.3% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 10,692 | $5.08M | 11.66% | +10,692 | New |
| Creative Financial Designs Inc | 10,692 | $5.08M | 0.52% | +655+6.5% | Added |
| HBK Sorce Advisory LLC | 10,638 | $5.06M | 0.20% | −4,526−29.8% | Reduced |
| Chapin Davis, Inc. | 10,624 | $5.05M | 2.13% | +6+0.1% | Added |
| Arkansas Financial Group, Inc. | 10,603 | $5.04M | 0.93% | −328−3.0% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10,601 | $5.04M | 0.55% | −1,780−14.4% | Reduced |
| Vista Capital Partners, Inc. | 10,588 | $5.03M | 0.67% | −194−1.8% | Reduced |
| United Asset Strategies, Inc. | 10,573 | $5.03M | 0.56% | −1,021−8.8% | Reduced |
| McAlister, Sweet & Associates, Inc. | 10,567 | $5.02M | 4.67% | +2,149+25.5% | Added |
| Jupiter Wealth Management LLC | 10,556 | $5.02M | 2.95% | +396+3.9% | Added |
| Oxler Private Wealth LLC | 10,542 | $5.01M | 4.16% | −8,360−44.2% | Reduced |
| Insight Advisors, LLC | 10,522 | $5.00M | 1.06% | +4,248+67.7% | Added |
| Stephen J. Garry & Associates, LLC | 10,514 | $5.00M | 5.53% | +10,514 | New |
| CFM Wealth Partners LLC | 10,508 | $4.99M | 1.13% | +394+3.9% | Added |
| Rebalance, LLC | 10,506 | $4.99M | 0.44% | −663−5.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 10,482 | $4.98M | 2.04% | +471+4.7% | Added |
| LCNB Corp | 10,478 | $4.98M | 1.96% | −50−0.5% | Reduced |
| Pinnacle Bancorp, Inc. | 10,475 | $4.98M | 1.63% | +18+0.2% | Added |
| LBMC Investment Advisors, LLC | 10,449 | $4.97M | 0.47% | −538−4.9% | Reduced |
| Per Stirling Capital Management, LLC. | 10,437 | $4.96M | 0.91% | +280+2.8% | Added |
| Power Wealth Management LLC | 10,411 | $4.95M | 3.60% | +10,411 | New |
| American National Bank | 10,402 | $4.94M | 0.78% | +53+0.5% | Added |
| Orca Investment Management, LLC | 10,385 | $4.94M | 4.74% | +606+6.2% | Added |
| Novak & Powell Financial Services, Inc. | 10,335 | $4.91M | 3.28% | +10,335 | New |
| Clarity Financial LLC | 10,309 | $4.90M | 0.86% | +1,768+20.7% | Added |
| White Pine Capital LLC | 10,292 | $4.89M | 1.89% | −331−3.1% | Reduced |
| Providence First Trust Co | 10,239 | $4.87M | 2.39% | +320+3.2% | Added |
| Drexel Morgan & Co. | 10,191 | $4.84M | 1.12% | +225+2.3% | Added |
| Samalin Investment Counsel, LLC | 10,178 | $4.84M | 2.44% | +2,285+28.9% | Added |
| Symphony Financial, Ltd. Co. | 10,176 | $4.83M | 1.04% | +4,938+94.3% | Added |
| Alta Wealth Advisors LLC | 10,164 | $4.83M | 2.69% | −6,248−38.1% | Reduced |
| Blue Fin Capital, Inc. | 10,160 | $4.83M | 1.24% | −32−0.3% | Reduced |
| Hartree Partners, LP | 10,150 | $4.82M | 1.75% | +10,150 | New |
| Camelot Technology Advisors, Inc. | 10,146 | $4.82M | 4.94% | +10,146 | New |
| Aureus Asset Management, LLC | 10,120 | $4.81M | 0.35% | +151+1.5% | Added |
| Revisor Wealth Management LLC | 10,112 | $4.81M | 5.53% | +10,112 | New |
| Central Valley Advisors, LLC | 10,112 | $4.81M | 2.83% | +10,112 | New |
| Morris Financial Concepts, Inc. | 10,108 | $4.80M | 2.74% | −128−1.3% | Reduced |
| Fortis Group Advisors, LLC | 10,339 | $4.80M | 1.19% | +4,298+71.1% | Added |
| Sound View Wealth Advisors Group, LLC | 10,072 | $4.79M | 0.53% | −356−3.4% | Reduced |
| Garde Capital, Inc. | 10,046 | $4.78M | 0.36% | −117−1.2% | Reduced |
| Laird Norton Trust Company, LLC | 10,000 | $4.77M | 0.56% | +6,624+196.2% | Added |
| CIC Wealth, LLC | 10,040 | $4.77M | 1.51% | −2,793−21.8% | Reduced |
| Epoch Investment Partners, Inc. | 10,037 | $4.77M | 0.02% | +10,037 | New |
| Berger Financial Group, Inc | 10,015 | $4.76M | 0.49% | +1,799+21.9% | Added |
| Fusion Family Wealth LLC | 10,014 | $4.76M | 0.54% | −26−0.3% | Reduced |
| Founders Capital Management | 10,014 | $4.76M | 3.46% | −162−1.6% | Reduced |
| Hoylecohen, LLC | 10,012 | $4.76M | 0.39% | −129−1.3% | Reduced |
| Caas Capital Management LP | 10,000 | $4.75M | 4.51% | −48,300−82.8% | Reduced |
| Black Swift Group, LLC | 9,992 | $4.75M | 1.43% | −14,319−58.9% | Reduced |
| Stevard, LLC | 9,983 | $4.75M | 4.68% | 00.0% | Unchanged |
| Private Ocean, LLC | 9,973 | $4.74M | 0.47% | +752+8.2% | Added |
| Pacific Financial Group Inc | 9,963 | $4.74M | 3.53% | +20+0.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 9,958 | $4.73M | 0.59% | −55−0.5% | Reduced |
| Round Rock Advisors, LLC | 9,942 | $4.73M | 1.19% | +170+1.7% | Added |
| Capital Investment Advisory Services, LLC | 9,926 | $4.72M | 0.44% | −841−7.8% | Reduced |
| Burns J W & Co Inc | 9,925 | $4.72M | 0.70% | +191+2.0% | Added |
| StemPoint Capital LP | 9,921 | $4.72M | 1.27% | +9,921 | New |
| Kearns & Associates LLC | 9,913 | $4.71M | 4.02% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 9,906 | $4.71M | 0.43% | −61−0.6% | Reduced |
| Strategic Investment Management, LLC | 9,710 | $4.71M | 3.35% | −660−6.4% | Reduced |
| Syntax Research, Inc. | 9,879 | $4.70M | 3.93% | −214−2.1% | Reduced |
| QRG Capital Management, Inc. | 9,871 | $4.69M | 0.07% | +390+4.1% | Added |
| Roundview Capital LLC | 9,858 | $4.69M | 0.43% | −14−0.1% | Reduced |
| TCI Wealth Advisors, Inc. | 9,849 | $4.68M | 0.50% | −170−1.7% | Reduced |
| Luminvest Wealth Management LLC | 8,106 | $4.68M | 3.07% | +8,106 | New |
| Defined Wealth Management, LLC | 9,833 | $4.67M | 3.58% | −15−0.2% | Reduced |
| NWF Advisory Services Inc. | 9,826 | $4.67M | 0.93% | +824+9.2% | Added |
| True North Advisors, LLC | 9,821 | $4.67M | 1.20% | −89−0.9% | Reduced |
| Lionsbridge Wealth Management LLC | 9,814 | $4.66M | 3.73% | +9,079+1,235.2% | Added |
| Polar Asset Management Partners Inc. | 9,800 | $4.66M | 0.13% | +9,800 | New |
| Larson Financial Group LLC | 9,794 | $4.66M | 0.41% | −5,009−33.8% | Reduced |
| S.A. Mason LLC | 9,776 | $4.65M | 3.12% | −50−0.5% | Reduced |
| Guyasuta Investment Advisors Inc | 9,776 | $4.65M | 0.34% | +269+2.8% | Added |
| AQR Capital Management LLC | 9,751 | $4.63M | 0.01% | +4,882+100.3% | Added |
| First Financial Bankshares Inc | 9,749 | $4.63M | 0.11% | +9,749 | New |
| Roberts Glore & Co Inc | 9,677 | $4.60M | 1.43% | +928+10.6% | Added |
| Fogel Capital Management, Inc. | 9,226 | $4.60M | 3.51% | +9,226 | New |
| John W. Brooker & Co., CPAs | 9,589 | $4.56M | 2.63% | +266+2.9% | Added |
| Lakeview Capital Partners, LLC | 9,570 | $4.55M | 0.81% | +1,063+12.5% | Added |