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 |
|---|---|---|---|---|---|
| Williams & Novak, LLC | 6,116 | $2.91M | 3.30% | +6,116 | New |
| Bulltick Wealth Management, LLC | 5,973 | $2.88M | 0.66% | −15,815−72.6% | Reduced |
| Parker Financial LLC | 6,063 | $2.88M | 1.79% | +1,198+24.6% | Added |
| Lynx Capital Group Ltd | 6,051 | $2.88M | 2.14% | +6,051 | New |
| Menora Mivtachim Holdings Ltd. | 6,040 | $2.87M | 0.02% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 6,036 | $2.87M | 1.36% | −112−1.8% | Reduced |
| Sage Advisory Services, Ltd.Co. | 6,015 | $2.86M | 0.77% | −155−2.5% | Reduced |
| Mason Investment Advisory Services, Inc. | 5,993 | $2.85M | 0.21% | −73−1.2% | Reduced |
| Armstrong Henry H Associates Inc | 5,989 | $2.85M | 0.30% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 5,975 | $2.84M | 0.81% | +55+0.9% | Added |
| W Advisors, LLC | 5,975 | $2.84M | 2.10% | 00.0% | Unchanged |
| SOL Capital Management CO | 5,966 | $2.84M | 0.39% | −46−0.8% | Reduced |
| Jackson Square Capital, LLC | 5,944 | $2.83M | 0.91% | +332+5.9% | Added |
| First National Bank Sioux Falls | 5,929 | $2.82M | 1.44% | 00.0% | Unchanged |
| Bank Ozk | 5,921 | $2.81M | 1.37% | −304−4.9% | Reduced |
| Visionary Wealth Advisors | 5,912 | $2.81M | 0.21% | +53+0.9% | Added |
| Verus Financial Partners, Inc. | 5,763 | $2.81M | 0.35% | −67−1.1% | Reduced |
| Everett Harris & Co | 5,909 | $2.81M | 0.04% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 5,906 | $2.81M | 1.14% | +69+1.2% | Added |
| TRUE Private Wealth Advisors | 5,898 | $2.80M | 0.35% | −142−2.4% | Reduced |
| All Season Financial Advisors, Inc. | 5,896 | $2.80M | 2.38% | +5,896 | New |
| Capital City Trust Co | 5,891 | $2.80M | 0.83% | +296+5.3% | Added |
| Baldwin Brothers Inc | 5,873 | $2.79M | 0.22% | −479−7.5% | Reduced |
| Plancorp, LLC | 5,860 | $2.79M | 0.13% | +81+1.4% | Added |
| Newbridge Financial Services Group, Inc. | 5,859 | $2.78M | 1.36% | +829+16.5% | Added |
| Tillman Hartley LLC | 5,851 | $2.78M | 1.03% | 00.0% | Unchanged |
| Invera Wealth Advisors, LLC | 5,844 | $2.78M | 1.74% | +5,844 | New |
| Breed's Hill Capital LLC | 5,838 | $2.77M | 2.69% | +5,838 | New |
| Acropolis Investment Management, LLC | 5,820 | $2.77M | 0.19% | +11+0.2% | Added |
| Clark Capital Management Group, Inc. | 5,818 | $2.77M | 0.02% | +2,828+94.6% | Added |
| Fisher Asset Management, LLC | 5,810 | $2.76M | 0.00% | −1,970−25.3% | Reduced |
| Options Solutions, LLC | 5,800 | $2.76M | 2.94% | +3,500+152.2% | Added |
| Summit Financial Wealth Advisors, LLC | 5,784 | $2.75M | 0.62% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 5,779 | $2.75M | 1.36% | +1,080+23.0% | Added |
| Convergence Financial, LLC | 5,764 | $2.74M | 1.22% | −3,737−39.3% | Reduced |
| TrinityPoint Wealth, LLC | 5,756 | $2.74M | 0.50% | +31+0.5% | Added |
| Forza Wealth Management, LLC | 5,756 | $2.74M | 1.51% | −600−9.4% | Reduced |
| NDWM LLC | 5,746 | $2.73M | 2.63% | +5,746 | New |
| Nemes Rush Group LLC | 5,744 | $2.73M | 0.44% | +1,651+40.3% | Added |
| Phillips Wealth Planners LLC | 5,722 | $2.73M | 3.28% | +5,140+883.2% | Added |
| Libra Wealth LLC | 5,734 | $2.73M | 1.35% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 5,715 | $2.72M | 2.31% | −11,603−67.0% | Reduced |
| Fagan Associates, Inc. | 5,727 | $2.72M | 0.59% | −112−1.9% | Reduced |
| Fayez Sarofim & Co | 5,422 | $2.72M | 0.01% | −4,658−46.2% | Reduced |
| Harbour Capital Advisors, LLC | 5,795 | $2.72M | 0.74% | −242−4.0% | Reduced |
| Fairhaven Wealth Management, LLC | 5,710 | $2.71M | 0.99% | −230−3.9% | Reduced |
| RDST Capital LLC | 5,710 | $2.71M | 0.86% | +5,710 | New |
| Waters Parkerson & Co., LLC | 5,711 | $2.71M | 0.15% | −223−3.8% | Reduced |
| SkyView Investment Advisors, LLC | 5,700 | $2.71M | 0.68% | −8,415−59.6% | Reduced |
| North Star Asset Management Inc | 5,698 | $2.71M | 0.14% | −201−3.4% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 5,692 | $2.71M | 0.55% | −15−0.3% | Reduced |
| Tennessee Valley Asset Management Partners | 5,679 | $2.70M | 0.72% | +41+0.7% | Added |
| Raab & Moskowitz Asset Management LLC | 5,667 | $2.69M | 0.85% | +62+1.1% | Added |
| Impact Partnership Wealth, LLC | 5,665 | $2.69M | 0.98% | −1,426−20.1% | Reduced |
| Baystate Wealth Management LLC | 5,651 | $2.69M | 0.20% | +326+6.1% | Added |
| Middleton & Co Inc | 5,646 | $2.68M | 0.33% | −134−2.3% | Reduced |
| Gilbert & Cook, Inc. | 5,642 | $2.68M | 0.38% | −71−1.2% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 5,618 | $2.67M | 3.29% | +769+15.9% | Added |
| Advanced Asset Management Advisors Inc | 5,617 | $2.67M | 0.63% | −249−4.2% | Reduced |
| Smith Chas P & Associates Pa Cpas | 5,613 | $2.67M | 0.18% | 00.0% | Unchanged |
| Gunn & Co Investment Management, Inc. | 5,613 | $2.67M | 0.18% | +4,160+286.3% | Added |
| Tactive Advisors, LLC | 5,608 | $2.67M | 1.71% | −4,782−46.0% | Reduced |
| Wealth Management Partners, LLC | 5,602 | $2.66M | 1.49% | +39+0.7% | Added |
| Towerpoint Wealth, LLC | 5,587 | $2.66M | 1.45% | +20+0.4% | Added |
| Lifeworks Advisors, LLC | 5,584 | $2.65M | 0.92% | −938−14.4% | Reduced |
| Aldebaran Financial Inc. | 5,566 | $2.65M | 4.10% | +209+3.9% | Added |
| Madrona Financial Services, LLC | 5,559 | $2.64M | 1.04% | −2,496−31.0% | Reduced |
| City Holding Co | 5,542 | $2.63M | 0.42% | −57−1.0% | Reduced |
| Sittner & Nelson, LLC | 5,540 | $2.63M | 1.41% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5,538 | $2.63M | 0.56% | +498+9.9% | Added |
| WNY Asset Management, LLC | 5,528 | $2.63M | 0.44% | +44+0.8% | Added |
| Asset Allocation & Management Company, LLC | 5,527 | $2.63M | 1.76% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 5,509 | $2.62M | 0.44% | +913+19.9% | Added |
| High Net Worth Advisory Group LLC | 5,495 | $2.61M | 0.97% | +50+0.9% | Added |
| McIlrath & Eck, LLC | 5,486 | $2.61M | 0.46% | −167−3.0% | Reduced |
| Verum Partners LLC | 5,482 | $2.61M | 1.03% | +671+13.9% | Added |
| GW&K Investment Management, LLC | 5,473 | $2.60M | 0.02% | +832+17.9% | Added |
| Marcum Wealth, LLC | 5,454 | $2.59M | 0.28% | +3,346+158.7% | Added |
| Intelligence Driven Advisers, LLC | 5,359 | $2.59M | 0.42% | −197−3.5% | Reduced |
| Semus Wealth Partners LLC | 5,443 | $2.59M | 2.12% | +769+16.5% | Added |
| M3 Advisory Group, LLC | 5,441 | $2.59M | 3.03% | +5,441 | New |
| Litman Gregory Asset Management LLC | 5,437 | $2.58M | 0.25% | +187+3.6% | Added |
| Erickson Financial Group, LLC | 5,434 | $2.58M | 2.15% | +467+9.4% | Added |
| Sequent Asset Management, LLC | 5,434 | $2.58M | 1.50% | −3,075−36.1% | Reduced |
| BEAM Asset Management, LLC | 5,422 | $2.58M | 1.63% | +168+3.2% | Added |
| Northern Oak Wealth Management Inc | 5,419 | $2.58M | 0.31% | −27−0.5% | Reduced |
| Affiance Financial, LLC | 5,416 | $2.57M | 0.75% | −47−0.9% | Reduced |
| Lion Street Advisors, LLC | 5,416 | $2.57M | 1.05% | +418+8.4% | Added |
| Executive Wealth Management, LLC | 5,395 | $2.56M | 0.24% | +1,048+24.1% | Added |
| ML & R Wealth Management LLC | 5,392 | $2.56M | 0.58% | −46−0.8% | Reduced |
| Silverleafe Capital Partners, LLC | 5,381 | $2.56M | 1.21% | −198−3.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,379 | $2.56M | 0.48% | −2,168−28.7% | Reduced |
| Marquette Asset Management, LLC | 5,356 | $2.55M | 0.47% | 00.0% | Unchanged |
| Sky Investment Group LLC | – | $2.55M | 0.54% | – | – |
| Hutchinson Capital Management | 5,346 | $2.54M | 0.55% | +1,979+58.8% | Added |
| Cooper Financial Group | 5,323 | $2.53M | 0.46% | +268+5.3% | Added |
| Zevenbergen Capital Investments LLC | 5,323 | $2.53M | 0.06% | −823−13.4% | Reduced |
| Charter Research & Investment Group, Inc. | 5,321 | $2.53M | 2.10% | −20−0.4% | Reduced |
| Asset Management Group, Inc. | 5,321 | $2.53M | 0.51% | +10+0.2% | Added |
| Coastal Investment Advisors, Inc. | 5,319 | $2.53M | 0.57% | −796−13.0% | Reduced |