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 |
|---|---|---|---|---|---|
| Accurate Wealth Management, LLC | 8,213 | $3.91M | 1.22% | −165−2.0% | Reduced |
| Savior LLC | 8,227 | $3.91M | 20.53% | +7,968+3,076.4% | Added |
| Oribel Capital Management, LP | 8,200 | $3.90M | 0.43% | +850+11.6% | Added |
| TruWealth Advisors, LLC | 8,197 | $3.90M | 0.30% | −31−0.4% | Reduced |
| RWM Asset Management, LLC | 8,314 | $3.88M | 0.73% | −77−0.9% | Reduced |
| Metlife Inc | 8,137 | $3.88M | 36.62% | −241−2.9% | Reduced |
| Goldstone Financial Group, LLC | 8,171 | $3.88M | 1.00% | −1,694−17.2% | Reduced |
| LJI Wealth Management, LLC | 8,169 | $3.88M | 1.01% | +1,072+15.1% | Added |
| Laraway Financial Inc | 8,159 | $3.88M | 3.68% | +197+2.5% | Added |
| Abel Hall, LLC | 8,148 | $3.87M | 3.31% | +8,148 | New |
| Cherrydale Wealth Management, LLC | 8,126 | $3.86M | 2.02% | +31+0.4% | Added |
| United Bank | 8,100 | $3.85M | 0.48% | −860−9.6% | Reduced |
| Pegasus Asset Management, Inc. | 8,083 | $3.84M | 1.65% | −158−1.9% | Reduced |
| Madison Wealth Partners, Inc | 8,077 | $3.84M | 1.52% | +71+0.9% | Added |
| Ridgecrest Wealth Partners, LLC | 8,066 | $3.83M | 2.53% | +70+0.9% | Added |
| GW Henssler & Associates Ltd | 8,058 | $3.83M | 0.25% | +4,679+138.5% | Added |
| Cohen & Steers, Inc. | 8,047 | $3.83M | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 8,035 | $3.82M | 0.35% | +904+12.7% | Added |
| Regis Acquisition Inc. | 8,035 | $3.82M | 1.46% | 00.0% | Unchanged |
| BCM Advisors, LLC | 7,776 | $3.82M | 1.00% | +25+0.3% | Added |
| Catalyst Private Wealth, LLC | 8,019 | $3.81M | 1.79% | −55−0.7% | Reduced |
| Personal Cfo Solutions, LLC | 8,004 | $3.80M | 0.66% | +361+4.7% | Added |
| Truepoint, Inc. | 8,003 | $3.80M | 0.11% | −3,430−30.0% | Reduced |
| Atlas Brown,Inc. | 8,003 | $3.80M | 1.58% | +1,261+18.7% | Added |
| Chesapeake Wealth Management | 7,996 | $3.80M | 1.47% | +155+2.0% | Added |
| Family Legacy, Inc. | 7,994 | $3.80M | 1.45% | −468−5.5% | Reduced |
| ORG Partners LLC | 7,972 | $3.79M | 0.63% | +5,994+303.0% | Added |
| Jackson Hole Capital Partners, LLC | 7,964 | $3.79M | 0.96% | +781+10.9% | Added |
| Greenup Street Wealth Management LLC | 7,964 | $3.79M | 1.05% | +6,180+346.4% | Added |
| Levin Capital Strategies, L.P. | 7,961 | $3.78M | 0.42% | +216+2.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 7,954 | $3.78M | 2.42% | +7,954 | New |
| Long Run Wealth Advisors, LLC | 7,951 | $3.78M | 1.09% | +226+2.9% | Added |
| WMS Partners, LLC | 7,922 | $3.77M | 0.28% | −498−5.9% | Reduced |
| Asset Advisors Investment Management, LLC | 7,909 | $3.76M | 0.46% | −668−7.8% | Reduced |
| Crossmark Global Holdings, Inc. | 7,909 | $3.76M | 0.08% | +5,999+314.1% | Added |
| Cohen Capital Management, Inc. | 7,905 | $3.76M | 0.72% | +20.0% | Added |
| Pictet North America Advisors SA | 7,890 | $3.75M | 0.48% | −11,239−58.8% | Reduced |
| Tompkins Financial Corp | 7,887 | $3.75M | 0.45% | +1,847+30.6% | Added |
| Single Point Partners, LLC | 7,884 | $3.75M | 0.93% | −71−0.9% | Reduced |
| Leo Wealth, LLC | 7,774 | $3.73M | 0.39% | +7,774 | New |
| Independent Advisor Alliance | 7,827 | $3.72M | 0.13% | +1,745+28.7% | Added |
| Private Wealth Partners, LLC | 7,812 | $3.71M | 0.31% | −35−0.4% | Reduced |
| Delta Investment Management, LLC | 7,802 | $3.71M | 0.92% | +681+9.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 7,797 | $3.71M | 0.34% | −117−1.5% | Reduced |
| ForthRight Wealth Management, LLC | 7,787 | $3.70M | 1.43% | +1,048+15.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 7,744 | $3.68M | 1.21% | −989−11.3% | Reduced |
| Waycross Investment Management Co | 7,738 | $3.68M | 4.05% | −869−10.1% | Reduced |
| Price T Rowe Associates Inc | 7,736 | $3.68M | 0.00% | +2,372+44.2% | Added |
| ELCO Management Co., LLC | 7,700 | $3.66M | 2.41% | −56−0.7% | Reduced |
| Sunesis Advisors, LLC | 7,699 | $3.66M | 2.23% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7,693 | $3.66M | 1.11% | +6+0.1% | Added |
| Evergreen Advisors, LLC | 7,689 | $3.65M | 1.19% | −113−1.4% | Reduced |
| Overbrook Management Corp | 7,663 | $3.64M | 0.74% | −178−2.3% | Reduced |
| Marietta Wealth Management, LLC | 7,654 | $3.64M | 0.65% | −51−0.7% | Reduced |
| Pacitti Group Inc. | 7,611 | $3.63M | 2.26% | +128+1.7% | Added |
| Campbell Wealth Management | 7,626 | $3.63M | 0.43% | +4,413+137.3% | Added |
| Madden Advisory Services, Inc. | 7,625 | $3.62M | 2.04% | −327−4.1% | Reduced |
| First Interstate Bank | 7,617 | $3.62M | 0.27% | −2,192−22.3% | Reduced |
| Private Client Services, LLC | 7,590 | $3.61M | 2.96% | +7,590 | New |
| Green Harvest Asset Management LLC | 7,587 | $3.61M | 0.11% | +684+9.9% | Added |
| Alley Investment Management Company, LLC | 7,580 | $3.60M | 0.53% | −783−9.4% | Reduced |
| Asset Allocation Strategies LLC | 7,576 | $3.60M | 1.41% | +593+8.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,573 | $3.60M | 0.57% | −41,773−84.7% | Reduced |
| Tanglewood Legacy Advisors, LLC | 7,573 | $3.60M | 1.97% | +10.0% | Added |
| MidWestOne Financial Group, Inc. | 7,556 | $3.59M | 0.68% | +2,720+56.2% | Added |
| Meridian Investment Counsel Inc. | 7,531 | $3.58M | 1.23% | +23+0.3% | Added |
| Norden Group LLC | 7,483 | $3.56M | 0.62% | +5,406+260.3% | Added |
| Outlook Wealth Advisors, LLC | 7,463 | $3.55M | 1.24% | −77−1.0% | Reduced |
| Continuum Advisory, LLC | 7,449 | $3.54M | 0.50% | −143−1.9% | Reduced |
| Beacon Financial Advisory LLC | 7,444 | $3.54M | 1.71% | +369+5.2% | Added |
| Twin Lakes Capital Management, LLC | 7,410 | $3.52M | 2.41% | −148−2.0% | Reduced |
| Mitchell Sinkler & Starr | 7,385 | $3.51M | 0.64% | +7,385 | New |
| Wallington Asset Management, LLC | 7,378 | $3.51M | 0.59% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 7,370 | $3.50M | 0.27% | +2,533+52.4% | Added |
| Almanack Investment Partners, LLC. | 7,363 | $3.50M | 0.65% | −42−0.6% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 7,362 | $3.50M | 2.30% | −185−2.5% | Reduced |
| Burney Co | 7,361 | $3.50M | 0.15% | +744+11.2% | Added |
| Mengis Capital Management, Inc. | 7,354 | $3.50M | 0.66% | −75−1.0% | Reduced |
| First United Bank Trust | 7,332 | $3.48M | 1.39% | −56−0.8% | Reduced |
| Castleview Partners, LLC | 7,320 | $3.48M | 2.44% | −1,132−13.4% | Reduced |
| Acorn Financial Advisory Services Inc | 7,320 | $3.48M | 0.61% | −1,141−13.5% | Reduced |
| Resolute Wealth Strategies, LLC | 7,312 | $3.48M | 2.36% | −12−0.2% | Reduced |
| Wick Capital Partners, LLC | 7,295 | $3.47M | 1.45% | +3,001+69.9% | Added |
| Arrowroot Family Office, LLC | 7,279 | $3.46M | 2.45% | −108−1.5% | Reduced |
| Hassell Wealth Management, LLC | 7,020 | $3.45M | 2.31% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 7,249 | $3.45M | 1.39% | −199−2.7% | Reduced |
| Bray Capital Advisors | 7,244 | $3.44M | 0.95% | +73+1.0% | Added |
| Northwest Bancshares, Inc. | 7,243 | $3.44M | 0.63% | −280−3.7% | Reduced |
| Baldwin Investment Management, LLC | 7,235 | $3.44M | 0.54% | −100−1.4% | Reduced |
| Capital Insight Partners, LLC | 7,213 | $3.43M | 0.70% | −301−4.0% | Reduced |
| Opal Wealth Advisors, LLC | 7,204 | $3.42M | 1.35% | +3,520+95.5% | Added |
| Guardian Asset Advisors, LLC | 7,192 | $3.42M | 3.21% | +7,192 | New |
| DHJJ Financial Advisors, Ltd. | 7,189 | $3.42M | 1.60% | −68−0.9% | Reduced |
| EPIQ Capital Group, LLC | 7,157 | $3.42M | 1.63% | +162+2.3% | Added |
| Reynders McVeigh Capital Management, LLC | 7,184 | $3.41M | 0.22% | +315+4.6% | Added |
| Woodstock Corp | 7,175 | $3.41M | 0.39% | −17−0.2% | Reduced |
| Tyler-Stone Wealth Management | 7,170 | $3.41M | 1.71% | +536+8.1% | Added |
| Phillips Financial Management, LLC | 7,164 | $3.41M | 0.30% | +30+0.4% | Added |
| Callan Capital, LLC | 7,150 | $3.40M | 0.32% | −2,449−25.5% | Reduced |
| McAdam, LLC | 7,143 | $3.40M | 0.24% | +1,472+26.0% | Added |