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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 763,860 | $363.1M | 0.67% | +509,887+200.8% | Added |
| Provida Pension Fund Administrator | 753,085 | $357.8M | 9.98% | +403,915+115.7% | Added |
| Hudson Bay Capital Management LP | 740,441 | $351.9M | 3.09% | +642,441+655.6% | Added |
| Blair William & Co | 731,206 | $347.5M | 1.18% | +26,277+3.7% | Added |
| Cohen Klingenstein LLC | 730,033 | $347.0M | 14.19% | −10,081−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 729,907 | $346.9M | 4.29% | +704,836+2,811.4% | Added |
| Meiji Yasuda Life Insurance Co | 726,951 | $345.5M | 7.51% | +489,943+206.7% | Added |
| Thrivent Financial for Lutherans | 713,126 | $339.0M | 0.74% | +109,038+18.1% | Added |
| M&T Bank Corp | 700,103 | $332.8M | 1.22% | +6,030+0.9% | Added |
| NorthRock Partners, LLC | 679,285 | $324.1M | 13.59% | +306,809+82.4% | Added |
| Greenfield FTC, Inc. | 681,681 | $324.0M | 88.12% | 00.0% | Unchanged |
| Apexium Financial, LP | 667,361 | $317.2M | 22.79% | −19,091−2.8% | Reduced |
| AMG National Trust Bank | 653,564 | $310.6M | 9.75% | +6,150+0.9% | Added |
| MKP Capital Management, L.L.C. | 640,000 | $304.2M | 18.85% | +640,000 | New |
| Deutsche Bank AG | 639,877 | $304.1M | 0.16% | −7,676−1.2% | Reduced |
| Mariner Investment Group LLC | 636,943 | $302.7M | 82.18% | +636,943 | New |
| Pure Financial Advisors, Inc. | 628,139 | $298.6M | 10.30% | +61,166+10.8% | Added |
| Howard Hughes Medical Institute | 627,563 | $298.3M | 99.00% | +627,563 | New |
| Cambridge Investment Research Advisors, Inc. | 619,814 | $294.6M | 1.26% | +76,642+14.1% | Added |
| Passaic Partners LLC | 612,071 | $290.9M | 49.25% | +68,471+12.6% | Added |
| Wealthspire Advisors, LLC | 611,802 | $290.8M | 4.13% | +24,641+4.2% | Added |
| Great West Life Assurance Co | 614,367 | $290.1M | 0.64% | −4,565−0.7% | Reduced |
| Fifth Third Bancorp | 608,976 | $289.5M | 1.23% | −39,988−6.2% | Reduced |
| MAI Capital Management | 606,508 | $288.3M | 3.81% | +11,040+1.9% | Added |
| Churchill Management Corp | 604,559 | $287.4M | 4.42% | +239,240+65.5% | Added |
| Journey Strategic Wealth LLC | 604,327 | $287.2M | 13.52% | −2650.0% | Reduced |
| AE Wealth Management LLC | 583,781 | $284.5M | 1.45% | −87,096−13.0% | Reduced |
| MML Investors Services, LLC | 597,070 | $283.8M | 1.31% | +45,991+8.3% | Added |
| Private Advisor Group, LLC | 597,048 | $283.2M | 2.20% | +8,893+1.5% | Added |
| IMC-Chicago, LLC | 590,689 | $280.8M | 8.95% | −76,363−11.4% | Reduced |
| Meitav Dash Investments Ltd | 578,694 | $276.1M | 4.06% | −76,333−11.7% | Reduced |
| Baird Financial Group, Inc. | 578,771 | $275.1M | 0.63% | +13,611+2.4% | Added |
| Lombard Odier Asset Management (USA) Corp | 571,668 | $271.7M | 39.57% | +441,878+340.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 570,899 | $271.4M | 0.55% | +14,041+2.5% | Added |
| Walleye Trading LLC | 570,493 | $271.2M | 4.08% | +46,263+8.8% | Added |
| BIP Wealth, LLC | 569,525 | $270.7M | 21.30% | +17,893+3.2% | Added |
| Pine Ridge Advisers LLC | 568,857 | $270.4M | 47.63% | +52,560+10.2% | Added |
| Point72 Asset Management, L.P. | 563,914 | $268.0M | 0.81% | +553,914+5,539.1% | Added |
| Comerica Bank | 557,866 | $265.2M | 1.22% | +31,450+6.0% | Added |
| JANA Partners Management, LP | 553,933 | $263.3M | 17.00% | +246,900+80.4% | Added |
| Daido Life Insurance Co | 544,324 | $258.7M | 29.19% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 541,340 | $257.3M | 1.43% | +75,222+16.1% | Added |
| Janney Montgomery Scott LLC | 538,229 | $255.8M | 0.83% | −5,530−1.0% | Reduced |
| Alaska Permanent Capital Management | 530,127 | $251.9M | 20.85% | −17,699−3.2% | Reduced |
| Itau Unibanco Holding S.A. | 525,023 | $249.5M | 8.21% | +2,872+0.6% | Added |
| Brown Advisory Inc | 524,360 | $249.2M | 0.35% | +19,812+3.9% | Added |
| Ieq Capital, LLC | 523,328 | $248.7M | 4.14% | +6,069+1.2% | Added |
| Franklin Resources Inc | 518,608 | $246.5M | 0.12% | +12,694+2.5% | Added |
| Millburn Ridgefield Corp | 510,691 | $242.7M | 7.44% | +98,474+23.9% | Added |
| Catalyst Capital Advisors LLC | 510,691 | $242.7M | 6.52% | +98,474+23.9% | Added |
| AlTi Global, Inc. | 505,383 | $241.2M | 7.38% | +505,383 | New |
| Hackensack Meridian Health, Inc. | 506,000 | $240.5M | 48.30% | 00.0% | Unchanged |
| Credit Suisse AG | 505,752 | $240.4M | 0.23% | +42,377+9.1% | Added |
| Avanda Investment Management Pte. Ltd. | 500,000 | $237.7M | 23.18% | +500,000 | New |
| Cetera Advisors LLC | 497,093 | $236.3M | 3.27% | +75,339+17.9% | Added |
| D. E. Shaw & Co., Inc. | 489,157 | $232.5M | 0.34% | +245,334+100.6% | Added |
| Connectus Wealth, LLC | 486,853 | $231.6M | 4.74% | +93,511+23.8% | Added |
| GR Financial Group, LLC | 482,891 | $229.5M | 81.53% | −111,972−18.8% | Reduced |
| XR Securities LLC | 482,749 | $229.5M | 72.30% | +482,749 | New |
| Wellington Management Group LLP | 473,353 | $225.0M | 0.04% | −7,511−1.6% | Reduced |
| Bull Oak Capital, LLC | 472,998 | $224.8M | 57.81% | +472,530+100,967.9% | Added |
| Maven Securities LTD | 471,000 | $223.9M | 25.52% | +220,999+88.4% | Added |
| Whittier Trust Co | 461,767 | $219.5M | 3.56% | −8,796−1.9% | Reduced |
| Two Sigma Advisers, LP | 457,203 | $217.3M | 0.51% | +128,400+39.1% | Added |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 464,126 | $210.1M | 16.42% | +229,498+97.8% | Added |
| Jones Financial Companies LLLP | 438,113 | $208.2M | 0.31% | +4,623+1.1% | Added |
| Securian Asset Management, Inc | 435,552 | $207.0M | 5.87% | +399,382+1,104.2% | Added |
| Clal Insurance Enterprises Holdings Ltd | 429,295 | $204.8M | 2.68% | −1,081,674−71.6% | Reduced |
| Sanders Capital, LLC | 429,886 | $204.3M | 0.38% | +8,150+1.9% | Added |
| Dow Chemical Co | 428,614 | $203.7M | 32.51% | −65,400−13.2% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 422,253 | $201.5M | 21.35% | +422,253 | New |
| DT Investment Partners, LLC | 410,081 | $201.3M | 21.77% | +9,330+2.3% | Added |
| Sand Hill Global Advisors, LLC | 423,031 | $201.1M | 9.68% | −289,330−40.6% | Reduced |
| AIA Group Ltd | 420,600 | $199.9M | 8.20% | +178,200+73.5% | Added |
| Davis R M Inc | 420,508 | $199.9M | 4.61% | +67,693+19.2% | Added |
| Bessemer Group Inc | 417,360 | $198.4M | 0.39% | +124,484+42.5% | Added |
| Marshall Wace, LLP | 407,242 | $193.6M | 0.37% | +407,242 | New |
| Shulman DeMeo Asset Management LLC | 405,279 | $192.6M | 54.62% | +301+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 399,667 | $190.0M | 2.87% | −1,494−0.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 395,680 | $188.1M | 1.37% | −27,851−6.6% | Reduced |
| Main Management Fund Advisors LLC | 394,800 | $187.7M | 52.56% | +84,400+27.2% | Added |
| GWM Advisors LLC | 391,039 | $187.5M | 1.78% | +30,055+8.3% | Added |
| Amundi | 388,734 | $184.2M | 0.08% | +9,628+2.5% | Added |
| Kestra Advisory Services, LLC | 384,334 | $182.7M | 1.49% | +21,494+5.9% | Added |
| TD Private Client Wealth LLC | 375,264 | $178.4M | 6.45% | −64,444−14.7% | Reduced |
| InterOcean Capital Group, LLC | 375,056 | $178.3M | 4.79% | −21,132−5.3% | Reduced |
| Brookstone Capital Management | 374,407 | $178.0M | 3.46% | −20,488−5.2% | Reduced |
| Trustees of Dartmouth College | 373,000 | $177.3M | 44.94% | +326,000+693.6% | Added |
| Akuna Securities LLC | 371,418 | $176.5M | 92.32% | +371,418 | New |
| EP Wealth Advisors, LLC | 364,325 | $173.2M | 2.21% | +24,015+7.1% | Added |
| Stratos Wealth Partners, LTD. | 362,802 | $172.4M | 3.22% | −6,551−1.8% | Reduced |
| Capital Advisors Inc | 357,502 | $169.9M | 3.80% | +229,036+178.3% | Added |
| Connable Office Inc | 357,003 | $169.7M | 20.54% | +4,429+1.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 353,593 | $168.1M | 0.49% | −35,184−9.0% | Reduced |
| GTS Securities LLC | 350,536 | $166.6M | 3.60% | −444,247−55.9% | Reduced |
| CIBC Private Wealth Group, LLC | 347,539 | $165.2M | 0.35% | +135,642+64.0% | Added |
| Juniper Hill Capital Management LP | 345,637 | $164.3M | 45.42% | +209,539+154.0% | Added |
| Berkshire Money Management, Inc. | 345,332 | $164.1M | 21.85% | +55,271+19.1% | Added |
| Peavine Capital, LLC | 345,091 | $164.0M | 41.92% | +1,433+0.4% | Added |
| Granger Management LLC | 340,996 | $162.7M | 59.29% | +182,013+114.5% | Added |