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 |
|---|---|---|---|---|---|
| Donaldson Capital Management, LLC | 7,133 | $3.39M | 0.15% | −1,343−15.8% | Reduced |
| Sharp Financial Services, LLC | 7,132 | $3.39M | 3.68% | +7,132 | New |
| Boston Research & Management Inc | 7,130 | $3.39M | 0.90% | −13−0.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 7,162 | $3.38M | 0.61% | +255+3.7% | Added |
| Asset Dedication, LLC | 7,101 | $3.38M | 0.27% | −51−0.7% | Reduced |
| Wetzel Investment Advisors, Inc. | 7,095 | $3.37M | 2.07% | +7,095 | New |
| Legacy Capital Group California, Inc. | 7,074 | $3.36M | 1.30% | −2,171−23.5% | Reduced |
| Austin Private Wealth, LLC | 7,048 | $3.35M | 0.42% | +197+2.9% | Added |
| Hallmark Capital Management Inc | 7,015 | $3.33M | 0.26% | −110−1.5% | Reduced |
| Boston Trust Walden Corp | 7,005 | $3.33M | 0.03% | −63−0.9% | Reduced |
| VeraBank, N.A. | 6,999 | $3.33M | 1.12% | −165−2.3% | Reduced |
| Sterneck Capital Management, LLC | 6,965 | $3.31M | 2.11% | −1,488−17.6% | Reduced |
| NVWM, LLC | 6,965 | $3.31M | 0.99% | −1,279−15.5% | Reduced |
| Blueprint Investment Partners LLC | 6,941 | $3.30M | 0.91% | +146+2.1% | Added |
| Platform Technology Partners | 6,562 | $3.29M | 1.28% | +179+2.8% | Added |
| Vestmark Advisory Solutions, Inc. | 6,910 | $3.28M | 0.17% | +6,910 | New |
| Forbes Financial Planning, Inc. | 6,904 | $3.28M | 3.06% | +198+3.0% | Added |
| Gold Investment Management Ltd. | 6,899 | $3.28M | 1.40% | +6,899 | New |
| AlphaStar Capital Management, LLC | 6,881 | $3.27M | 0.30% | +3,682+115.1% | Added |
| Signature Wealth Management Partners, LLC | 6,880 | $3.27M | 2.86% | −10−0.1% | Reduced |
| Rossmore Private Capital | 6,846 | $3.26M | 0.46% | +136+2.0% | Added |
| Heritage Investment Group, Inc. | 6,866 | $3.26M | 0.73% | −128−1.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 6,836 | $3.25M | 0.56% | +2,413+54.6% | Added |
| 17 Capital Partners, LLC | 6,835 | $3.25M | 2.98% | +6,835 | New |
| Sivia Capital Partners, LLC | 6,833 | $3.25M | 2.47% | +6,833 | New |
| Fragasso Group Inc. | 6,827 | $3.25M | 0.30% | −71−1.0% | Reduced |
| Flaharty Asset Management, LLC | 6,819 | $3.24M | 0.51% | −376−5.2% | Reduced |
| Pasadena Private Wealth, LLC | 6,814 | $3.24M | 0.79% | −10−0.1% | Reduced |
| Chicago Capital, LLC | 6,813 | $3.24M | 0.12% | −467−6.4% | Reduced |
| Texas Capital Bancshares Inc | 6,811 | $3.24M | 1.72% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 6,805 | $3.23M | 1.08% | −214−3.0% | Reduced |
| JustInvest LLC | 6,802 | $3.23M | 0.08% | +1,914+39.2% | Added |
| Cubic Asset Management, LLC | 6,797 | $3.23M | 0.83% | −25−0.4% | Reduced |
| Waterfront Wealth Inc. | 6,797 | $3.23M | 0.95% | +81+1.2% | Added |
| Montis Financial, LLC | 6,795 | $3.23M | 1.92% | −221−3.1% | Reduced |
| Security Financial Services, INC. | 6,774 | $3.22M | 0.79% | −93−1.4% | Reduced |
| Merrion Investment Management Co, LLC | 6,743 | $3.21M | 2.52% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 6,739 | $3.20M | 2.68% | +85+1.3% | Added |
| Austin Asset Management Co Inc | 6,721 | $3.19M | 0.84% | −68−1.0% | Reduced |
| Horan Capital Advisors, LLC. | 6,716 | $3.19M | 1.17% | +2,551+61.2% | Added |
| Sage Financial Group Inc | 6,703 | $3.19M | 0.31% | +947+16.5% | Added |
| Genesee Capital Advisors, LLC | 6,682 | $3.18M | 1.96% | +5,251+366.9% | Added |
| Home Federal Bank of Tennessee | 6,673 | $3.17M | 1.06% | 00.0% | Unchanged |
| Warner Financial, Inc | 6,672 | $3.17M | 1.79% | +2,163+48.0% | Added |
| Peak Planning Group, LLC | 6,663 | $3.17M | 2.28% | +50+0.8% | Added |
| Baker Ellis Asset Management LLC | 6,661 | $3.17M | 0.51% | −42−0.6% | Reduced |
| Clear Point Advisors Inc. | 6,653 | $3.16M | 2.79% | +6,653 | New |
| Robinson Value Management, Ltd. | 6,622 | $3.15M | 2.07% | +3,017+83.7% | Added |
| Edge Wealth Management LLC | 6,602 | $3.14M | 0.69% | +84+1.3% | Added |
| AlphaQ Advisors LLC | 6,586 | $3.13M | 2.17% | +1,861+39.4% | Added |
| Barrett & Company, Inc. | 6,581 | $3.13M | 1.69% | +900+15.8% | Added |
| Coastwise Capital Group, LLC | 6,578 | $3.13M | 3.19% | +146+2.3% | Added |
| Strait & Sound Wealth Management LLC | 6,618 | $3.13M | 1.95% | −162−2.4% | Reduced |
| SC&H Financial Advisors, Inc. | 6,556 | $3.12M | 0.90% | +10.0% | Added |
| Hyperion Partners, LLC | 6,550 | $3.11M | 2.47% | −522−7.4% | Reduced |
| Ironwood Investment Counsel, LLC | 6,540 | $3.11M | 0.58% | −30.0% | Reduced |
| Monticello Wealth Management, LLC | 6,538 | $3.11M | 0.29% | +331+5.3% | Added |
| Allegheny Financial Group LTD | 6,536 | $3.11M | 1.00% | +148+2.3% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 6,516 | $3.10M | 2.24% | +6,516 | New |
| New York Life Investment Management LLC | 6,511 | $3.09M | 0.03% | +2,706+71.1% | Added |
| F&V Capital Management, LLC | 6,496 | $3.09M | 0.99% | −350−5.1% | Reduced |
| Cahill Financial Advisors Inc | 6,496 | $3.09M | 0.46% | +408+6.7% | Added |
| Ausdal Financial Partners, Inc. | 6,492 | $3.09M | 0.38% | −210−3.1% | Reduced |
| Toroso Investments, LLC | 6,483 | $3.08M | 0.07% | +2,408+59.1% | Added |
| Silvant Capital Management LLC | 6,445 | $3.08M | 0.17% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 6,463 | $3.07M | 0.67% | −25−0.4% | Reduced |
| Selway Asset Management | 6,459 | $3.07M | 1.29% | −1,055−14.0% | Reduced |
| Center for Financial Planning, Inc. | 6,456 | $3.07M | 0.56% | +595+10.2% | Added |
| Joseph P. Lucia & Associates, LLC | 6,451 | $3.07M | 1.91% | +1,284+24.9% | Added |
| American State Bank (Iowa) | 6,450 | $3.07M | 1.95% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 6,443 | $3.06M | 0.31% | −6,247−49.2% | Reduced |
| Abacus Planning Group, Inc. | 6,429 | $3.06M | 0.64% | −221−3.3% | Reduced |
| Sonora Investment Management Group, LLC | 6,417 | $3.05M | 0.25% | +81+1.3% | Added |
| Marks Group Wealth Management, Inc | 6,404 | $3.04M | 0.35% | +71+1.1% | Added |
| Onyx Bridge Wealth Group LLC | 6,400 | $3.04M | 0.61% | +388+6.5% | Added |
| Dunhill Financial, LLC | 6,397 | $3.04M | 2.76% | −2,176−25.4% | Reduced |
| Rollins Financial Advisors, LLC | 6,381 | $3.03M | 0.63% | +6,381 | New |
| Farmers National Bank | 6,376 | $3.03M | 0.97% | −152−2.3% | Reduced |
| Investmark Advisory Group LLC | 6,373 | $3.03M | 1.78% | +1,257+24.6% | Added |
| D L Carlson Investment Group Inc | 6,022 | $3.02M | 0.62% | −36−0.6% | Reduced |
| Wall Street Access Asset Management, LLC | 6,359 | $3.02M | 1.42% | −83−1.3% | Reduced |
| High Falls Advisors, Inc | 6,354 | $3.02M | 0.81% | −4−0.1% | Reduced |
| Sterling Financial Group, Inc. | 6,328 | $3.01M | 1.78% | 00.0% | Unchanged |
| Stephenson & Company, Inc. | 6,319 | $3.00M | 2.52% | +6,319 | New |
| Colonial Trust Co | 6,315 | $3.00M | 0.63% | −20−0.3% | Reduced |
| Harmony Asset Management LLC | 6,311 | $3.00M | 1.27% | +6,311 | New |
| Carlson Capital Management | 6,303 | $3.00M | 0.15% | −103−1.6% | Reduced |
| Saxon Interests, Inc. | 6,297 | $2.99M | 1.50% | −45,252−87.8% | Reduced |
| USAdvisors Wealth Management, LLC | 6,274 | $2.98M | 1.24% | −76−1.2% | Reduced |
| HCR Wealth Advisors | 6,234 | $2.96M | 0.47% | +1,669+36.6% | Added |
| Park National Corp | 6,227 | $2.96M | 0.12% | −42−0.7% | Reduced |
| Verus Capital Partners, LLC | 6,223 | $2.96M | 0.36% | +1,267+25.6% | Added |
| Prosperity Planning, Inc. | 6,216 | $2.95M | 1.11% | −53−0.8% | Reduced |
| Blankinship & Foster, LLC | 6,215 | $2.95M | 0.84% | +362+6.2% | Added |
| Atlantic Union Bankshares Corp | 6,213 | $2.95M | 0.27% | +2,652+74.5% | Added |
| Highland Capital Management, LLC | 6,174 | $2.93M | 0.18% | −88−1.4% | Reduced |
| Pitti Group Wealth Management, LLC | 6,164 | $2.93M | 3.19% | −686−10.0% | Reduced |
| Cahill Wealth Management, LLC | 6,146 | $2.92M | 1.96% | −69−1.1% | Reduced |
| Highlander Partners, L.P. | 6,144 | $2.92M | 2.33% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 6,137 | $2.92M | 1.18% | −7−0.1% | Reduced |