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 |
|---|---|---|---|---|---|
| East Coast Asset Management, LLC. | 5,319 | $2.53M | 1.03% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 5,315 | $2.53M | 0.49% | −84−1.6% | Reduced |
| Financial Advisory Corp | 5,311 | $2.52M | 1.14% | −72−1.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 5,307 | $2.52M | 0.67% | +17+0.3% | Added |
| Cetera Trust Company, N.A | 5,301 | $2.52M | 1.57% | +5,301 | New |
| Hillman Capital Management, Inc. | 5,293 | $2.52M | 0.87% | +5,293 | New |
| ZRC Wealth Management, LLC | 5,876 | $2.51M | 1.51% | +874+17.5% | Added |
| Tempus Wealth Planning, LLC | 5,289 | $2.51M | 1.10% | +939+21.6% | Added |
| Roger Wittlin Investment Advisory, LLC | 5,279 | $2.51M | 1.85% | +19+0.4% | Added |
| Gradient Investments LLC | 5,279 | $2.51M | 0.06% | +943+21.7% | Added |
| PBMares Wealth Management LLC | 5,274 | $2.51M | 0.75% | +710+15.6% | Added |
| Martel Wealth Advisors Inc | 5,253 | $2.50M | 0.57% | −279−5.0% | Reduced |
| Willis Johnson & Associates, Inc. | 5,246 | $2.49M | 0.24% | +9+0.2% | Added |
| Ironwood Financial, llc | 5,245 | $2.49M | 0.60% | +144+2.8% | Added |
| Winch Advisory Services, LLC | 5,245 | $2.49M | 0.83% | +1,091+26.3% | Added |
| InTrack Investment Management Inc | 5,243 | $2.49M | 1.87% | +23+0.4% | Added |
| Beaumont Financial Advisors, LLC | 5,237 | $2.49M | 0.23% | +677+14.8% | Added |
| Anchor Investment Management, LLC | 5,232 | $2.49M | 0.28% | −22−0.4% | Reduced |
| Summit Financial Strategies, Inc. | 5,220 | $2.48M | 0.38% | −180−3.3% | Reduced |
| Wealthquest Corp | 5,219 | $2.48M | 0.27% | −124−2.3% | Reduced |
| Leeward Financial Partners, LLC | 5,214 | $2.48M | 1.20% | +115+2.3% | Added |
| Summit Place Financial Advisors, LLC | 5,211 | $2.48M | 1.62% | +75+1.5% | Added |
| London Co of Virginia | 5,204 | $2.47M | 0.01% | +3,120+149.7% | Added |
| Essex Savings Bank | 5,202 | $2.47M | 0.72% | +164+3.3% | Added |
| Russell Investments Group, Ltd. | 5,202 | $2.47M | 0.00% | +247+5.0% | Added |
| GLOBALT Investments LLC | 5,198 | $2.47M | 0.10% | +5,198 | New |
| Parsons Capital Management Inc | 5,197 | $2.47M | 0.18% | +37+0.7% | Added |
| Financial Advisors Network, Inc. | 5,176 | $2.46M | 0.50% | −270−5.0% | Reduced |
| Vestor Capital, LLC | 5,162 | $2.45M | 0.23% | +3,093+149.5% | Added |
| Plotkin Financial Advisors, LLC | 5,161 | $2.45M | 1.87% | +1,034+25.1% | Added |
| Paladin Advisory Group, LLC | 5,156 | $2.45M | 2.02% | −471−8.4% | Reduced |
| Octavia Wealth Advisors, LLC | 5,135 | $2.45M | 0.43% | −548−9.6% | Reduced |
| Peterson Wealth Services | 5,152 | $2.45M | 1.05% | +5,152 | New |
| Cambridge Financial Group, Inc. | 5,150 | $2.45M | 1.22% | +4,860+1,675.9% | Added |
| Keebeck Wealth Management, LLC | 5,116 | $2.44M | 0.40% | −42,738−89.3% | Reduced |
| Parkside Investments, LLC | 5,134 | $2.44M | 0.41% | −5−0.1% | Reduced |
| Amussen Hunsaker Associates LLC | 5,125 | $2.44M | 0.49% | +88+1.7% | Added |
| Insight 2811, Inc. | 5,117 | $2.43M | 1.33% | −83−1.6% | Reduced |
| Patriot Investment Management Inc. | 5,105 | $2.43M | 0.21% | −11,715−69.6% | Reduced |
| Chesapeake Asset Management LLC | 5,072 | $2.42M | 2.16% | −347−6.4% | Reduced |
| Capital Research Global Investors | 5,070 | $2.42M | 0.00% | +2,109+71.2% | Added |
| Jaffetilchin Investment Partners, LLC | 5,076 | $2.41M | 0.24% | +108+2.2% | Added |
| Compass Wealth Management LLC | 5,056 | $2.40M | 0.67% | +68+1.4% | Added |
| Means Investment Co., Inc. | 5,052 | $2.40M | 0.35% | −429−7.8% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 5,044 | $2.40M | 1.18% | +1,514+42.9% | Added |
| Rede Wealth, LLC | 5,032 | $2.39M | 1.13% | −81−1.6% | Reduced |
| LWS Wealth Advisors, Inc. | 5,029 | $2.39M | 0.90% | −10.0% | Reduced |
| Virtue Capital Management, LLC | 5,110 | $2.39M | 0.49% | +5,110 | New |
| Traynor Capital Management, Inc. | 4,999 | $2.38M | 0.27% | +1,291+34.8% | Added |
| Capital Asset Advisory Services LLC | 4,977 | $2.37M | 0.15% | −277−5.3% | Reduced |
| Mathes Company, Inc. | 4,970 | $2.36M | 0.97% | −422−7.8% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,969 | $2.36M | 0.42% | −30−0.6% | Reduced |
| Shared Vision Wealth Group LLC | 4,964 | $2.36M | 1.58% | +4,964 | New |
| Pavion Blue Capital, LLC | 4,957 | $2.36M | 1.30% | −29−0.6% | Reduced |
| Trust Point Inc. | 4,917 | $2.34M | 0.19% | +4,917 | New |
| SOA Wealth Advisors, LLC. | 4,915 | $2.34M | 0.52% | +14+0.3% | Added |
| Signature Securities Group Corporation | 4,886 | $2.33M | 0.74% | +267+5.8% | Added |
| TNF LLC | 4,740 | $2.33M | 0.92% | +3+0.1% | Added |
| Financial Network Wealth Management LLC | 4,898 | $2.33M | 1.01% | −79−1.6% | Reduced |
| Correct Capital Wealth Management | 4,895 | $2.33M | 0.59% | +4,895 | New |
| Holderness Investments Co | 4,887 | $2.32M | 0.64% | +2,378+94.8% | Added |
| Midland Wealth Advisors LLC | 4,885 | $2.32M | 0.16% | +4,885 | New |
| Integrity Wealth Solutions LLC | 4,859 | $2.32M | 1.60% | +4,859 | New |
| ProVise Management Group, LLC | 4,877 | $2.32M | 0.20% | +133+2.8% | Added |
| Private Wealth Group, LLC | 4,852 | $2.31M | 1.31% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 4,852 | $2.31M | 1.00% | +4,852 | New |
| Cutter & CO Brokerage, Inc. | 4,852 | $2.31M | 0.64% | +15+0.3% | Added |
| Interchange Capital Partners, LLC | 4,848 | $2.30M | 1.74% | −543−10.1% | Reduced |
| Cahaba Wealth Management, Inc. | 4,841 | $2.30M | 0.23% | −63−1.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 4,840 | $2.30M | 0.24% | −4,596−48.7% | Reduced |
| Spring Capital Management, LLC | 4,835 | $2.30M | 1.80% | +245+5.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,826 | $2.29M | 1.60% | −282−5.5% | Reduced |
| Signet Financial Management, LLC | 4,825 | $2.29M | 0.34% | −1,674−25.8% | Reduced |
| Augustine Asset Management Inc | 4,822 | $2.29M | 1.01% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 4,820 | $2.29M | 0.54% | −135−2.7% | Reduced |
| Ironwood Wealth Management, LLC. | 4,819 | $2.29M | 0.76% | −87−1.8% | Reduced |
| Geometric Wealth Advisors | 4,818 | $2.29M | 0.61% | −90−1.8% | Reduced |
| Consolidated Planning Corp | 4,817 | $2.29M | 0.43% | −6,315−56.7% | Reduced |
| Congress Asset Management Co | 4,815 | $2.29M | 0.02% | +1,632+51.3% | Added |
| Searle & Co. | 4,805 | $2.28M | 0.62% | 00.0% | Unchanged |
| Noked Israel Ltd | 4,794 | $2.28M | 0.60% | +4,794 | New |
| Rice Partnership, LLC | 4,794 | $2.28M | 0.59% | −256−5.1% | Reduced |
| Toth Financial Advisory Corp | 4,793 | $2.28M | 0.31% | +430+9.9% | Added |
| Lawson Kroeker Investment Management Inc | 4,786 | $2.27M | 0.47% | −197−4.0% | Reduced |
| BCR Wealth Strategies, LLC | 4,786 | $2.27M | 1.63% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 4,779 | $2.27M | 1.83% | +4,779 | New |
| EdgeRock Capital LLC | 4,590 | $2.27M | 1.65% | +684+17.5% | Added |
| Westside Investment Management, Inc. | 4,770 | $2.27M | 0.58% | +180+3.9% | Added |
| Newman Dignan & Sheerar, Inc. | 4,764 | $2.26M | 0.68% | −12−0.3% | Reduced |
| Cadinha & Co LLC | 4,758 | $2.26M | 0.36% | −192−3.9% | Reduced |
| SRS Capital Advisors, Inc. | 4,757 | $2.26M | 0.25% | −373−7.3% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 4,752 | $2.26M | 0.11% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 4,751 | $2.26M | 0.22% | +277+6.2% | Added |
| Marshall & Sullivan Inc | 4,750 | $2.26M | 1.19% | +65+1.4% | Added |
| Eagle Wealth Strategies LLC | 4,734 | $2.25M | 1.36% | +4,734 | New |
| Northside Capital Management, LLC | 4,729 | $2.25M | 0.70% | +92+2.0% | Added |
| Beese Fulmer Investment Management, Inc. | 4,725 | $2.25M | 0.23% | −86−1.8% | Reduced |
| Clarity Capital Advisors, LLC | 4,720 | $2.24M | 1.95% | +4,720 | New |
| Coyle Financial Counsel LLC | 4,702 | $2.24M | 0.86% | +521+12.5% | Added |
| James Investment Research Inc | 4,701 | $2.23M | 0.28% | +70+1.5% | Added |