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 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 91,664 | $43.6M | 0.00% | +565+0.6% | Added |
| Yelin Lapidot Holdings Management Ltd. | 90,922 | $43.2M | 10.43% | +3,205+3.7% | Added |
| IFP Advisors, Inc | 90,449 | $43.0M | 2.03% | +16,802+22.8% | Added |
| SCS Capital Management LLC | 89,690 | $42.8M | 0.98% | +844+0.9% | Added |
| Olympus Wealth Management, LLC | 89,485 | $42.5M | 21.83% | −199−0.2% | Reduced |
| Trinity Financial Advisors LLC | 89,278 | $42.4M | 20.71% | −2,721−3.0% | Reduced |
| HM Payson & Co | 89,045 | $42.3M | 0.88% | −277−0.3% | Reduced |
| Mechanics Bank Trust Department | 88,451 | $42.0M | 6.56% | −2,244−2.5% | Reduced |
| Spire Wealth Management | 87,131 | $42.0M | 1.44% | −7,143−7.6% | Reduced |
| Steel Peak Wealth Management LLC | 88,023 | $41.9M | 2.45% | +1,346+1.6% | Added |
| D.A. Davidson & Co. | 87,819 | $41.7M | 0.41% | −4,802−5.2% | Reduced |
| Oppenheimer Asset Management Inc. | 87,694 | $41.7M | 0.58% | +29,416+50.5% | Added |
| Nicholas Hoffman & Company, LLC. | 87,691 | $41.7M | 2.51% | −59−0.1% | Reduced |
| Adviser Investments LLC | 87,490 | $41.6M | 0.59% | +15,779+22.0% | Added |
| Rathbone Brothers plc | 87,479 | $41.6M | 0.27% | −8,771−9.1% | Reduced |
| Atlantic Private Wealth, LLC | 87,232 | $41.5M | 37.03% | −1,157−1.3% | Reduced |
| Edgestream Partners, L.P. | 87,151 | $41.4M | 2.98% | −37,295−30.0% | Reduced |
| All Terrain Financial Advisors, LLC | 87,129 | $41.4M | 19.09% | +4,360+5.3% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 87,116 | $41.4M | 1.31% | −5,246−5.7% | Reduced |
| Bank Hapoalim BM | 231,929 | $41.3M | 5.65% | +186,300+408.3% | Added |
| Embree Financial Group | 86,756 | $41.2M | 8.67% | +86,756 | New |
| Pictet & Cie (Europe) SA | 86,647 | $41.2M | 1.22% | +42,793+97.6% | Added |
| Financial Services Advisory Inc | 85,856 | $40.8M | 11.67% | +50,576+143.4% | Added |
| Chicago Partners Investment Group LLC | 83,269 | $40.4M | 1.87% | +442+0.5% | Added |
| Colony Group, LLC | 84,647 | $40.2M | 0.53% | +84,647 | New |
| Soundwatch Capital LLC | 92,510 | $40.0M | 19.32% | −429,113−82.3% | Reduced |
| Prio Wealth Limited Partnership | 83,819 | $39.8M | 1.37% | −7,258−8.0% | Reduced |
| Merit Financial Group, LLC | 83,790 | $39.8M | 1.21% | −3,918−4.5% | Reduced |
| SFG Wealth Management, LLC. | 83,641 | $39.8M | 26.46% | +5,783+7.4% | Added |
| Retirement Income Solutions, Inc | 83,233 | $39.6M | 9.83% | −817−1.0% | Reduced |
| Allie Family Office LLC | 83,036 | $39.5M | 27.35% | +843+1.0% | Added |
| Traverso Chambers Private Wealth Management, LLC | 83,117 | $39.5M | 9.59% | +1,284+1.6% | Added |
| Marmo Financial Group, LLC | 82,889 | $39.4M | 29.90% | −1,890−2.2% | Reduced |
| Advisor Resource Council | 82,704 | $39.3M | 4.58% | +12,811+18.3% | Added |
| Kozak & Associates, Inc. | 82,573 | $39.2M | 12.43% | −11,863−12.6% | Reduced |
| IHT Wealth Management, LLC | 82,493 | $39.2M | 1.75% | −13,382−14.0% | Reduced |
| Cumberland Advisors Inc | 82,000 | $39.0M | 16.73% | −15,140−15.6% | Reduced |
| Metis Global Partners, LLC | 81,787 | $38.9M | 1.55% | +5,709+7.5% | Added |
| Readystate Asset Management LP | 81,750 | $38.9M | 2.32% | +81,750 | New |
| Choate Investment Advisors | 81,106 | $38.6M | 1.19% | −323−0.4% | Reduced |
| CoreCap Advisors, LLC | 80,699 | $38.4M | 2.48% | −8,203−9.2% | Reduced |
| National Asset Management, Inc. | 79,387 | $37.9M | 1.02% | −3,282−4.0% | Reduced |
| Prospera Financial Services Inc | 79,270 | $37.7M | 1.25% | +25,728+48.1% | Added |
| American Asset Management Inc. | 79,083 | $37.6M | 59.78% | −5,214−6.2% | Reduced |
| Frank, Rimerman Advisors LLC | 78,940 | $37.5M | 7.83% | +1,926+2.5% | Added |
| Lutz Financial Services LLC | 78,824 | $37.5M | 3.51% | −167−0.2% | Reduced |
| Meridian Wealth Management, LLC | 78,743 | $37.4M | 2.39% | +10,350+15.1% | Added |
| DeepCurrents Investment Group LLC | 78,721 | $37.4M | 1.44% | +54,299+222.3% | Added |
| Wealthfront Advisers LLC | 78,712 | $37.4M | 0.14% | +18,407+30.5% | Added |
| Argent Trust Co | 78,284 | $37.2M | 1.85% | +1,580+2.1% | Added |
| Oppenheimer & Co Inc | 77,962 | $37.1M | 0.68% | +6,736+9.5% | Added |
| Ninepoint Partners LP | 77,500 | $36.8M | 5.16% | −2,860−3.6% | Reduced |
| Strategic Wealth Designers | 77,401 | $36.8M | 5.53% | +2,678+3.6% | Added |
| Axxcess Wealth Management, LLC | 77,162 | $36.3M | 1.08% | +1,206+1.6% | Added |
| Flputnam Investment Management Co | 76,256 | $36.2M | 0.85% | −690−0.9% | Reduced |
| 4Thought Financial Group Inc. | 75,909 | $36.1M | 26.08% | +881+1.2% | Added |
| Yousif Capital Management, LLC | 75,693 | $36.0M | 0.42% | −30,235−28.5% | Reduced |
| Fifth Lane Capital, LP | 75,000 | $35.6M | 41.88% | +75,000 | New |
| SNS Financial Group, LLC | 73,987 | $35.3M | 4.18% | −1,124−1.5% | Reduced |
| One River Asset Management, LLC | 74,018 | $35.2M | 10.65% | +74,018 | New |
| Guidance Capital, Inc | 74,392 | $35.2M | 13.97% | −7,618−9.3% | Reduced |
| Boston Family Office LLC | 73,821 | $35.1M | 2.64% | +1,604+2.2% | Added |
| Buckingham Strategic Wealth, LLC | 73,477 | $34.9M | 0.42% | +703+1.0% | Added |
| Stone House Investment Management, LLC | 73,251 | $34.8M | 12.01% | −3,717−4.8% | Reduced |
| Focus Financial Network Inc | 72,859 | $34.8M | 1.31% | +72,859 | New |
| Aspen Grove Capital, LLC | 72,842 | $34.8M | 10.59% | +11,293+18.3% | Added |
| Ciovacco Capital Management LLC | 72,722 | $34.6M | 25.59% | +31,964+78.4% | Added |
| Transform Wealth, LLC | 72,402 | $34.6M | 3.37% | +2,320+3.3% | Added |
| Zacks Investment Management | 72,314 | $34.4M | 0.42% | +7,505+11.6% | Added |
| LSP Investment Advisors, LLC | 72,200 | $34.3M | 16.24% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 72,164 | $34.3M | 9.80% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 71,964 | $34.2M | 3.42% | −222−0.3% | Reduced |
| Independent Financial Group, LLC | 71,673 | $34.1M | 1.82% | +10,088+16.4% | Added |
| Insigneo Advisory Services, LLC | 71,240 | $34.0M | 4.79% | +13,630+23.7% | Added |
| Centaurus Financial, Inc. | 71,260 | $33.9M | 2.57% | +24,196+51.4% | Added |
| Clearstead Advisors, LLC | 71,100 | $33.8M | 1.79% | −96−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 70,841 | $33.7M | 0.32% | +1,307+1.9% | Added |
| Principal Financial Group Inc | 70,834 | $33.7M | 0.02% | +2,458+3.6% | Added |
| Moran Wealth Management, LLC | 70,762 | $33.6M | 1.20% | +28,934+69.2% | Added |
| Hall Kathryn A. | 70,497 | $33.5M | 9.46% | +9,137+14.9% | Added |
| Raymond James Trust N.A. | 70,162 | $33.3M | 0.88% | +4,141+6.3% | Added |
| NewSquare Capital LLC | 69,925 | $33.2M | 3.17% | −2,552−3.5% | Reduced |
| Summit Financial, LLC | 69,544 | $33.2M | 2.17% | +20,600+42.1% | Added |
| Clearbridge Investments, LLC | 69,694 | $33.1M | 0.03% | +64,215+1,172.0% | Added |
| Sowell Financial Services LLC | 68,382 | $32.6M | 1.77% | +16,654+32.2% | Added |
| Welch & Forbes LLC | 68,427 | $32.5M | 0.49% | +22,373+48.6% | Added |
| Institutional & Family Asset Management, LLC | 68,206 | $32.4M | 5.35% | +3,176+4.9% | Added |
| Madison Asset Management, LLC | 67,994 | $32.3M | 0.44% | −115,744−63.0% | Reduced |
| Hanover Advisors Inc | 67,834 | $32.2M | 15.74% | +67,834 | New |
| StrategIQ Financial Group, LLC | 67,702 | $32.2M | 3.64% | −175−0.3% | Reduced |
| Abbrea Capital, LLC | 67,117 | $32.0M | 4.60% | +1,934+3.0% | Added |
| Summit Trail Advisors, LLC | 66,721 | $31.8M | 1.05% | −5,170−7.2% | Reduced |
| Johnson Financial Group, Inc. | 66,613 | $31.8M | 1.74% | +7,790+13.2% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 66,225 | $31.6M | 6.26% | +1,641+2.5% | Added |
| Seven Post Investment Office LP | 66,234 | $31.5M | 8.04% | −4,468−6.3% | Reduced |
| Atalanta Sosnoff Capital, LLC | 66,197 | $31.5M | 0.81% | +14,046+26.9% | Added |
| Caldwell Trust Co | 66,120 | $31.4M | 3.97% | +300.0% | Added |
| Aspect Partners, LLC | 66,010 | $31.4M | 20.23% | +66,010 | New |
| iA Global Asset Management Inc. | 65,716 | $31.2M | 0.72% | +16,064+32.4% | Added |
| Sapient Capital LLC | 65,423 | $31.2M | 0.81% | +65,423 | New |