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 |
|---|---|---|---|---|---|
| XML Financial, LLC | 4,674 | $2.22M | 0.23% | +584+14.3% | Added |
| Cooper/Haims Advisors, LLC | 4,673 | $2.22M | 1.26% | +10+0.2% | Added |
| KFA Private Wealth Group, LLC | 4,668 | $2.22M | 0.80% | +83+1.8% | Added |
| Horizon Investment Services, LLC | 4,665 | $2.22M | 1.20% | +102+2.2% | Added |
| SeaBridge Investment Advisors LLC | 4,655 | $2.21M | 0.64% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 4,652 | $2.21M | 0.45% | +227+5.1% | Added |
| Financial Synergies Wealth Advisors, Inc. | 5,773 | $2.21M | 0.34% | +1,639+39.6% | Added |
| Denver Wealth Management, Inc. | 4,635 | $2.20M | 1.25% | +96+2.1% | Added |
| WealthShield Partners, LLC | 4,616 | $2.20M | 0.36% | −536−10.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,629 | $2.20M | 0.57% | −54−1.2% | Reduced |
| Saxony Capital Management, LLC | 4,613 | $2.19M | 2.91% | +4,613 | New |
| Main Street Group, LTD | 4,607 | $2.19M | 0.76% | +4,607 | New |
| Bull Street Advisors, LLC | 4,607 | $2.19M | 1.11% | −50−1.1% | Reduced |
| Nottingham Advisors, Inc. | 4,605 | $2.19M | 0.31% | −20.0% | Reduced |
| MV Capital Management, Inc. | 4,604 | $2.19M | 0.28% | −50−1.1% | Reduced |
| Kavar Capital Partners Group, LLC | 4,596 | $2.18M | 0.24% | +2,298+100.0% | Added |
| Quantum Private Wealth, LLC | 4,592 | $2.18M | 0.91% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 4,590 | $2.18M | 0.27% | +2,447+114.2% | Added |
| Trail Ridge Investment Advisors, LLC | 4,586 | $2.18M | 1.34% | −14−0.3% | Reduced |
| Morton Capital Management LLC | 4,581 | $2.18M | 0.65% | +394+9.4% | Added |
| Miramar Fiduciary Corp | 4,580 | $2.18M | 1.60% | +4,580 | New |
| Bennett Selby Investments LP | 4,576 | $2.18M | 1.11% | +179+4.1% | Added |
| Brandywine Oak Private Wealth LLC | 4,573 | $2.17M | 0.24% | −83−1.8% | Reduced |
| Evensky & Katz LLC | 4,564 | $2.17M | 0.16% | +98+2.2% | Added |
| Dearborn Partners LLC | 4,562 | $2.17M | 0.08% | +1,875+69.8% | Added |
| Optimist Retirement Group LLC | 4,561 | $2.17M | 1.41% | +4,561 | New |
| Cottage Street Advisors LLC | 4,582 | $2.16M | 1.46% | +318+7.5% | Added |
| Brand Asset Management Group, Inc. | 4,541 | $2.16M | 0.99% | −12−0.3% | Reduced |
| Cape Investment Advisory, Inc. | 4,532 | $2.15M | 1.05% | +873+23.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,523 | $2.15M | 0.06% | −11,694−72.1% | Reduced |
| Strata Wealth Advisors, LLC | 4,510 | $2.14M | 0.84% | +28+0.6% | Added |
| Modus Advisors, LLC | 4,510 | $2.14M | 0.87% | +406+9.9% | Added |
| Everpar Advisors LLC | 4,509 | $2.14M | 1.00% | +4,509 | New |
| Red Lighthouse Investment Management, LLC | 4,505 | $2.14M | 0.90% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 4,500 | $2.14M | 0.00% | −132−2.8% | Reduced |
| Grey Street Capital, LLC | 4,454 | $2.13M | 1.01% | +20.0% | Added |
| MPS Loria Financial Planners, LLC | 4,469 | $2.12M | 0.75% | −65−1.4% | Reduced |
| Epiq Partners, LLC | 4,464 | $2.12M | 1.52% | −67−1.5% | Reduced |
| Builder Investment Group Inc | 4,461 | $2.12M | 0.76% | −23−0.5% | Reduced |
| Aull & Monroe Investment Management Corp | 4,461 | $2.12M | 1.05% | +100+2.3% | Added |
| Roffman Miller Associates Inc | 4,453 | $2.12M | 0.15% | +64+1.5% | Added |
| Scholtz & Company, LLC | 4,442 | $2.11M | 1.04% | +3,471+357.5% | Added |
| Woodmont Investment Counsel LLC | 4,435 | $2.11M | 0.20% | −66−1.5% | Reduced |
| Cooksen Wealth, LLC | 4,431 | $2.11M | 2.39% | +4,431 | New |
| Empirical Asset Management, LLC | 4,429 | $2.11M | 1.72% | −7,139−61.7% | Reduced |
| Tran Capital Management, L.P. | 4,429 | $2.11M | 0.25% | +1,584+55.7% | Added |
| Curran Financial Partners, LLC | 4,337 | $2.11M | 0.81% | +237+5.8% | Added |
| White Lighthouse Investment Management Inc. | 4,422 | $2.10M | 0.46% | −97−2.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,416 | $2.10M | 0.55% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 4,415 | $2.10M | 0.91% | +149+3.5% | Added |
| Clarkston Capital Partners, LLC | 4,369 | $2.08M | 0.04% | +102+2.4% | Added |
| LaSalle St. Investment Advisors, LLC | 4,363 | $2.07M | 1.39% | −17−0.4% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 4,362 | $2.07M | 0.16% | −57,753−93.0% | Reduced |
| Olistico Wealth, LLC | 4,357 | $2.07M | 1.62% | +31+0.7% | Added |
| Country Trust Bank | 4,316 | $2.05M | 0.06% | −131−2.9% | Reduced |
| Astoria Portfolio Advisors LLC. | 4,143 | $2.05M | 0.83% | +229+5.9% | Added |
| First American Trust, FSB | 4,294 | $2.04M | 0.25% | +422+10.9% | Added |
| Sawgrass Asset Management LLC | 4,286 | $2.04M | 0.23% | −4−0.1% | Reduced |
| Sonata Capital Group Inc | 4,278 | $2.03M | 1.01% | +229+5.7% | Added |
| Oak Harbor Wealth Partners, LLC | 4,275 | $2.03M | 0.68% | −146−3.3% | Reduced |
| SigFig Wealth Management, LLC | 4,270 | $2.03M | 0.08% | −966−18.4% | Reduced |
| Sharper & Granite LLC | 4,270 | $2.03M | 1.05% | +990+30.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,321 | $2.03M | 0.49% | +1,586+58.0% | Added |
| Peninsula Asset Management Inc | 4,254 | $2.02M | 1.18% | +50+1.2% | Added |
| Sheets Smith Wealth Management | 4,246 | $2.02M | 0.29% | −85−2.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,245 | $2.02M | 0.12% | +748+21.4% | Added |
| Hall Laurie J Trustee | 4,242 | $2.02M | 0.77% | +5+0.1% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 4,225 | $2.01M | 0.42% | −289−6.4% | Reduced |
| Wunderlich Capital Managemnt | 4,216 | $2.00M | 0.90% | −75−1.7% | Reduced |
| Sound Income Strategies, LLC | 4,209 | $2.00M | 0.17% | +2,635+167.4% | Added |
| Pin Oak Investment Advisors Inc | 4,183 | $2.00M | 2.02% | +456+12.2% | Added |
| Wedgewood Investors Inc | 4,197 | $1.99M | 2.48% | +6+0.1% | Added |
| Annapolis Financial Services, LLC | 4,188 | $1.99M | 0.50% | −213−4.8% | Reduced |
| DLK Investment Management, LLC | 4,180 | $1.99M | 0.90% | +4,180 | New |
| Bangor Savings Bank | 4,166 | $1.98M | 0.22% | −13−0.3% | Reduced |
| Abacus Wealth Partners, LLC | 4,158 | $1.98M | 0.33% | +275+7.1% | Added |
| OMNI 360 Wealth, Inc. | 4,158 | $1.98M | 1.85% | +4,158 | New |
| Summit Global Investments | 4,157 | $1.98M | 0.13% | +575+16.1% | Added |
| Advisory Research Inc | 4,156 | $1.98M | 0.30% | +3,598+644.8% | Added |
| Marshall Financial Group LLC | 4,147 | $1.97M | 0.64% | +962+30.2% | Added |
| Jackson Wealth Management, LLC | 4,130 | $1.96M | 0.26% | −32,808−88.8% | Reduced |
| Formidable Asset Management, LLC | 4,127 | $1.96M | 0.43% | −372−8.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,109 | $1.96M | 0.87% | 00.0% | Unchanged |
| TMD Wealth Management, LLC | 4,112 | $1.95M | 0.51% | −235−5.4% | Reduced |
| Eagle Rock Investment Company, LLC | 4,101 | $1.95M | 0.40% | −81−1.9% | Reduced |
| Van Leeuwen & Company, LLC | 4,100 | $1.95M | 1.13% | −14,566−78.0% | Reduced |
| Sharkey, Howes & Javer | 4,093 | $1.95M | 0.34% | +4+0.1% | Added |
| Moss Adams Wealth Advisors LLC | 4,074 | $1.95M | 0.41% | −410−9.1% | Reduced |
| Tufton Capital Management | 4,088 | $1.94M | 0.41% | −46−1.1% | Reduced |
| Confluence Wealth Services, Inc. | 4,080 | $1.94M | 0.21% | +956+30.6% | Added |
| Northstar Group, Inc. | 4,071 | $1.93M | 0.42% | −46−1.1% | Reduced |
| City State Bank | 4,067 | $1.93M | 0.97% | +218+5.7% | Added |
| WealthPLAN Partners, LLC | 4,067 | $1.93M | 0.20% | +247+6.5% | Added |
| Kornitzer Capital Management Inc | 4,065 | $1.93M | 0.04% | 00.0% | Unchanged |
| Davidson Trust Co | 4,049 | $1.92M | 1.24% | +3,412+535.6% | Added |
| Ingalls & Snyder LLC | 4,048 | $1.92M | 0.09% | +550+15.7% | Added |
| Cornerstone Advisory, LLC | 4,046 | $1.92M | 0.30% | −188−4.4% | Reduced |
| RTD Financial Advisors, Inc. | 4,028 | $1.91M | 0.27% | −13−0.3% | Reduced |
| Abound Wealth Management | 4,025 | $1.91M | 0.77% | +70+1.8% | Added |
| LGT Financial Advisors LLC | 4,023 | $1.91M | 2.34% | +14+0.3% | Added |