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 |
|---|---|---|---|---|---|
| Crestline Management, LP | 50,000 | $23.8M | 2.20% | +50,000 | New |
| Brighton Jones LLC | 49,970 | $23.8M | 1.00% | +2,538+5.4% | Added |
| Procyon Private Wealth Partners, LLC | 49,964 | $23.7M | 2.02% | +14,866+42.4% | Added |
| Aspire Private Capital, LLC | 49,900 | $23.7M | 7.03% | −1,836−3.5% | Reduced |
| Stratos Wealth Advisors, LLC | 49,845 | $23.7M | 1.36% | −7,438−13.0% | Reduced |
| Aft, Forsyth & Sober, LLC | 49,585 | $23.6M | 9.08% | +505+1.0% | Added |
| Verdence Capital Advisors LLC | 49,551 | $23.6M | 2.28% | +79+0.2% | Added |
| Family Management Corp | 49,494 | $23.5M | 4.89% | −668−1.3% | Reduced |
| First National Corp | 49,406 | $23.5M | 5.76% | +247+0.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 49,403 | $23.5M | 2.75% | +908+1.9% | Added |
| Clear Street Markets LLC | 49,400 | $23.5M | 9.44% | +38,527+354.3% | Added |
| Kent Ziegler | 49,106 | $23.3M | 16.35% | 00.0% | Unchanged |
| Archon Partners LLC | 49,100 | $23.3M | 3.22% | +9,000+22.4% | Added |
| KCM Investment Advisors LLC | 48,921 | $23.3M | 0.93% | +10,019+25.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 48,779 | $23.2M | 0.47% | −2,792−5.4% | Reduced |
| Oxford Financial Group Ltd | 48,753 | $23.2M | 1.72% | −498−1.0% | Reduced |
| Burt Wealth Advisors | 48,701 | $23.1M | 6.61% | −1,061−2.1% | Reduced |
| Independent Family Office, LLC | 48,668 | $23.1M | 13.09% | +1,531+3.2% | Added |
| Smith, Moore & Co. | 49,779 | $23.0M | 2.71% | +1,786+3.7% | Added |
| Warren Averett Asset Management, LLC | 48,357 | $23.0M | 0.86% | +1,016+2.1% | Added |
| Change Path, LLC | 48,303 | $23.0M | 1.47% | +6,068+14.4% | Added |
| Helios Capital Management Pte. Ltd | 48,000 | $22.8M | 18.07% | +48,000 | New |
| Lazard Freres Gestion S.A.S. | 47,916 | $22.8M | 0.66% | +8,812+22.5% | Added |
| Palisade Asset Management, LLC | 47,936 | $22.8M | 2.50% | −294−0.6% | Reduced |
| Clarius Group, LLC | 47,893 | $22.8M | 1.89% | −735−1.5% | Reduced |
| Osborne Partners Capital Management, LLC | 47,891 | $22.8M | 1.49% | −793−1.6% | Reduced |
| BSW Wealth Partners | 47,864 | $22.8M | 4.51% | −711−1.5% | Reduced |
| Black Maple Capital Management LP | 47,815 | $22.7M | 20.94% | −15,455−24.4% | Reduced |
| Symmetry Investments LP | 47,724 | $22.7M | 4.15% | +29,131+156.7% | Added |
| Motco | 47,452 | $22.6M | 1.45% | +45,100+1,917.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 47,139 | $22.4M | 5.48% | +47,139 | New |
| Telemus Capital, LLC | 47,085 | $22.4M | 1.85% | −341−0.7% | Reduced |
| Paloma Partners Management Co | 46,988 | $22.3M | 3.67% | +45,988+4,598.8% | Added |
| Copperwynd Financial, LLC | 46,967 | $22.3M | 8.88% | −118−0.3% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 46,678 | $22.2M | 17.64% | +1,448+3.2% | Added |
| First International Bank & Trust | 46,603 | $22.2M | 8.66% | +4,376+10.4% | Added |
| Amarillo National Bank | 46,526 | $22.1M | 4.24% | −381−0.8% | Reduced |
| Safeguard Investment Advisory Group, LLC | 46,428 | $22.1M | 8.32% | +2,995+6.9% | Added |
| Jarislowsky, Fraser Ltd | 46,406 | $22.1M | 0.13% | +1,060+2.3% | Added |
| Jasper Ridge Partners, L.P. | 46,368 | $22.0M | 0.88% | +558+1.2% | Added |
| Wedbush Securities Inc | 46,356 | $22.0M | 0.98% | +495+1.1% | Added |
| Crestwood Advisors Group LLC | 46,347 | $22.0M | 0.51% | +5,016+12.1% | Added |
| Pettyjohn, Wood & White, Inc | 46,058 | $21.9M | 4.74% | +126+0.3% | Added |
| Montz Harcus Wealth Management LLC | 45,952 | $21.8M | 16.68% | −2,108−4.4% | Reduced |
| Massmutual Trust Co FSB | 45,943 | $21.8M | 0.73% | +28,781+167.7% | Added |
| WCG Wealth Advisors LLC | 45,922 | $21.8M | 1.60% | +5,160+12.7% | Added |
| Resonant Capital Advisors, LLC | 45,570 | $21.7M | 2.10% | −1,338−2.9% | Reduced |
| Boyd Watterson Asset Management LLC | 45,395 | $21.6M | 8.53% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 45,279 | $21.5M | 1.65% | +1,517+3.5% | Added |
| Parker Investment Management, LLC | 46,052 | $21.5M | 4.30% | −76,432−62.4% | Reduced |
| Bayesian Capital Management, LP | 45,200 | $21.5M | 2.28% | +45,200 | New |
| Eagle Capital Management, LLC | 45,134 | $21.5M | 10.45% | −368−0.8% | Reduced |
| Fiduciary Alliance LLC | 45,080 | $21.4M | 4.22% | +2,769+6.5% | Added |
| Lockheed Martin Investment Management Co | 45,000 | $21.4M | 1.53% | 00.0% | Unchanged |
| Waycross Partners, LLC | 45,000 | $21.4M | 4.01% | +45,000 | New |
| Youngs Advisory Group, Inc. | 44,997 | $21.4M | 10.71% | +1,460+3.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 44,833 | $21.3M | 1.48% | +2,486+5.9% | Added |
| Fort Washington Investment Advisors Inc | 44,703 | $21.2M | 0.15% | −1,404−3.0% | Reduced |
| O'Dell Group, LLC | 44,657 | $21.2M | 5.55% | +26+0.1% | Added |
| Aragon Global Management, LP | 44,580 | $21.2M | 12.02% | +44,580 | New |
| First Business Financial Services, Inc. | 44,467 | $21.1M | 2.46% | +24+0.1% | Added |
| Indiana Trust & Investment Management CO | 44,447 | $21.1M | 9.54% | −230−0.5% | Reduced |
| Shelton Capital Management | 44,441 | $21.1M | 0.67% | −274−0.6% | Reduced |
| Woodline Partners LP | 44,364 | $21.1M | 0.23% | +44,364 | New |
| Cambridge Associates LLC | 44,280 | $21.0M | 1.25% | +5,263+13.5% | Added |
| Payden & Rygel | 44,256 | $21.0M | 1.53% | −106−0.2% | Reduced |
| Clarity Wealth Advisors, LLC | 44,042 | $20.9M | 7.91% | +2,631+6.4% | Added |
| Thompson Siegel & Walmsley LLC | 43,950 | $20.9M | 0.34% | −1,214−2.7% | Reduced |
| Taurus Asset Management, LLC | 43,927 | $20.9M | 2.25% | −374−0.8% | Reduced |
| LFA - Lugano Financial Advisors SA | 43,792 | $20.8M | 16.35% | +2,793+6.8% | Added |
| ARS Investment Partners, LLC | 43,778 | $20.8M | 2.31% | −5,130−10.5% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 43,729 | $20.8M | 10.08% | +1,197+2.8% | Added |
| Pinebridge Investments, L.P. | 43,644 | $20.7M | 0.19% | −25,828−37.2% | Reduced |
| Second Line Capital, LLC | 43,444 | $20.7M | 8.30% | +43,444 | New |
| Trilogy Capital Inc. | 43,566 | $20.7M | 1.28% | +41,493+2,001.6% | Added |
| Fidelis Capital Partners, LLC | 43,521 | $20.7M | 4.58% | +17,023+64.2% | Added |
| Banque Pictet & Cie SA | 32,918 | $20.6M | 0.23% | −79,820−70.8% | Reduced |
| Capital International Investors | 43,093 | $20.5M | 0.00% | +6,776+18.7% | Added |
| Hancock Whitney Corp | 43,181 | $20.5M | 0.76% | +6,685+18.3% | Added |
| LCM Capital Management Inc | 43,167 | $20.5M | 14.84% | +1,493+3.6% | Added |
| Western Wealth Management, LLC | 43,144 | $20.5M | 1.48% | +3,037+7.6% | Added |
| Provenance Wealth Advisors, LLC | 42,987 | $20.4M | 2.75% | +1,944+4.7% | Added |
| Sovereign Financial Group, Inc. | 42,927 | $20.4M | 6.22% | +7,009+19.5% | Added |
| Main Street Financial Solutions, LLC | 42,858 | $20.4M | 2.63% | +1,734+4.2% | Added |
| Ameritas Advisory Services, LLC | 41,354 | $20.3M | 1.12% | −14,670−26.2% | Reduced |
| Angeles Wealth Management, LLC | 42,616 | $20.3M | 2.47% | +1,205+2.9% | Added |
| BancorpSouth Bank | 42,541 | $20.2M | 1.64% | −946−2.2% | Reduced |
| Quantinno Capital Management LP | 42,384 | $20.1M | 0.71% | +11,712+38.2% | Added |
| Connecticut Wealth Management, LLC | 42,240 | $20.1M | 1.15% | +2,883+7.3% | Added |
| Cypress Capital, LLC | 42,215 | $20.1M | 5.71% | −616−1.4% | Reduced |
| Systematic Alpha Investments, LLC | 42,170 | $20.0M | 0.90% | +17,000+67.5% | Added |
| Regal Investment Advisors LLC | 42,047 | $20.0M | 1.51% | −725−1.7% | Reduced |
| Roble, Belko & Company, Inc | 42,033 | $20.0M | 3.76% | +174+0.4% | Added |
| Raelipskie Partnership | 41,950 | $19.9M | 12.14% | +41,950 | New |
| Empower Advisory Group, LLC | 41,828 | $19.9M | 0.08% | +11,526+38.0% | Added |
| Central Bank & Trust Co | 41,696 | $19.8M | 3.07% | −211−0.5% | Reduced |
| First Heartland Consultants, Inc. | 41,423 | $19.7M | 2.37% | +4,305+11.6% | Added |
| Congress Wealth Management LLC | 41,367 | $19.7M | 0.36% | +24,214+141.2% | Added |
| Guardian Wealth Advisors, LLC | 41,354 | $19.7M | 13.71% | −160−0.4% | Reduced |
| Curated Wealth Partners LLC | 41,305 | $19.6M | 3.21% | +670+1.6% | Added |