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, Q2 2023
Institutional positions in SPDR S&P 500 ETF Trust as of Jun 30, 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
- 3,310
- +77 vs. Q1 2023
- Shares held
- 564.1M
- +10.4M (+1.9%) vs. Q1 2023
- Total value
- $249.1B
- +$34.5B (+16.1%) vs. Q1 2023
- New holders
- 182
- 1,263 more added
- Sold out
- 105
- 1,421 more reduced
35 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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, Q2 2023
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Marcum Wealth, LLC | 2,123 | $941.1K | 0.11% | −97−4.4% | Reduced |
| Heritage Financial Services, LLC | 2,127 | $942.8K | 0.19% | −317−13.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,138 | $947.7K | 0.54% | +100+4.9% | Added |
| American Capital Management Inc | 2,145 | $950.8K | 0.03% | 00.0% | Unchanged |
| Lam Group, Inc. | 2,150 | $953.1K | 0.89% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 2,143 | $953.5K | 0.48% | +43+2.0% | Added |
| Empire Financial Management Company, LLC | 2,151 | $953.8K | 0.38% | 00.0% | Unchanged |
| Strid Group, LLC | 2,152 | $953.9K | 0.20% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,154 | $954.7K | 0.15% | −348−13.9% | Reduced |
| 4J Wealth Management LLC | 2,154 | $954.8K | 0.93% | −117−5.2% | Reduced |
| Lewis Capital Management, LLC | 2,158 | $956.6K | 1.37% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,162 | $958.5K | 0.22% | −89−4.0% | Reduced |
| Fundamentun, LLC | 2,163 | $959.1K | 0.15% | −171−7.3% | Reduced |
| Appleton Group, LLC | 2,169 | $961.5K | 1.34% | +29+1.4% | Added |
| EdgeRock Capital LLC | 2,165 | $963.2K | 0.47% | +2+0.1% | Added |
| Burton Enright Welch | 2,174 | $963.8K | 0.30% | +298+15.9% | Added |
| Horizon Investments, LLC | 2,178 | $965.5K | 0.03% | −26−1.2% | Reduced |
| Boyd Wealth Management, LLC | 2,185 | $968.7K | 0.59% | +5+0.2% | Added |
| Fulton Bank, N.A. | 2,188 | $969.9K | 0.05% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 2,191 | $971.0K | 7.75% | −1,194−35.3% | Reduced |
| Vaughan & Co Securities, Inc. | 2,191 | $971.2K | 0.69% | −6−0.3% | Reduced |
| Arq Wealth Advisors, LLC | 2,198 | $974.3K | 0.63% | −234−9.6% | Reduced |
| Intellectus Partners, LLC | 2,192 | $975.3K | 0.29% | −110−4.8% | Reduced |
| JNBA Financial Advisors | 2,200 | $975.4K | 0.12% | −90−3.9% | Reduced |
| Miramar Capital, LLC | 2,202 | $976.1K | 0.25% | −395−15.2% | Reduced |
| Terra Nova Asset Management LLC | 2,203 | $976.5K | 0.89% | +1,073+95.0% | Added |
| Desjardins Global Asset Management Inc. | 2,206 | $977.9K | 0.11% | +1,559+241.0% | Added |
| Suncoast Equity Management | 2,218 | $983.0K | 0.15% | +667+43.0% | Added |
| Arista Wealth Management, LLC | 2,222 | $985.0K | 0.41% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 2,227 | $987.2K | 2.70% | +2,227 | New |
| Day & Ennis, LLC | 2,233 | $989.7K | 0.38% | +284+14.6% | Added |
| Levy Wealth Management Group, LLC | 2,235 | $990.9K | 0.29% | −33−1.5% | Reduced |
| Armor Investment Advisors, LLC | 2,244 | $994.7K | 0.60% | +27+1.2% | Added |
| Alerus Financial NA | 2,246 | $995.6K | 0.08% | −44−1.9% | Reduced |
| Coppell Advisory Solutions LLC | 2,273 | $995.7K | 0.29% | −967−29.8% | Reduced |
| Cape Ann Savings Bank | 2,250 | $997.4K | 0.66% | +120+5.6% | Added |
| Alaethes Wealth LLC | 2,255 | $999.6K | 0.55% | −493−17.9% | Reduced |
| Icapital Wealth LLC | 2,258 | $1.00M | 0.63% | +1,250+124.0% | Added |
| WealthPlan Investment Management, LLC | 2,261 | $1.00M | 0.30% | −62−2.7% | Reduced |
| Townsend Asset Management Corp | 2,264 | $1.00M | 0.48% | +10.0% | Added |
| Brooks, Moore & Associates, Inc. | 2,265 | $1.00M | 0.71% | 00.0% | Unchanged |
| Mayport, LLC | 2,270 | $1.01M | 0.57% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 2,273 | $1.01M | 0.22% | −552−19.5% | Reduced |
| Parthenon LLC | 2,272 | $1.01M | 0.15% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 2,274 | $1.01M | 0.16% | −119−5.0% | Reduced |
| First Command Bank | 2,276 | $1.01M | 0.09% | +117+5.4% | Added |
| First Command Financial Services, Inc. | 2,276 | $1.01M | 0.09% | +117+5.4% | Added |
| Artemis Wealth Advisors, LLC | 2,277 | $1.01M | 0.18% | +41+1.8% | Added |
| Vident Investment Advisory, LLC | 2,277 | $1.01M | 0.03% | −2−0.1% | Reduced |
| Delta Financial Group, Inc. | 2,285 | $1.01M | 1.19% | +342+17.6% | Added |
| Univest Financial Corp | 2,294 | $1.02M | 0.31% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,299 | $1.02M | 0.21% | −75−3.2% | Reduced |
| Yarger Wealth Strategies, LLC | 2,300 | $1.02M | 0.92% | +404+21.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,299 | $1.02M | 0.08% | −40−1.7% | Reduced |
| Missouri Trust & Investment Co | 2,301 | $1.02M | 0.57% | +527+29.7% | Added |
| Alpha Omega Wealth Management LLC | 2,301 | $1.02M | 0.17% | +161+7.5% | Added |
| Naviter Wealth, LLC | 2,293 | $1.02M | 0.26% | +1,170+104.2% | Added |
| McGuire Investment Group, LLC | 2,309 | $1.02M | 0.19% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 2,310 | $1.02M | 0.12% | +143+6.6% | Added |
| Balentine LLC | 2,315 | $1.03M | 0.03% | −995−30.1% | Reduced |
| Altus Wealth Management, LLC | 2,318 | $1.03M | 0.81% | 00.0% | Unchanged |
| Baker Boyer National Bank | 2,326 | $1.03M | 0.38% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 2,336 | $1.04M | 0.78% | +2,336 | New |
| Beirne Wealth Consulting Services, LLC | 2,329 | $1.04M | 0.83% | −2,422−51.0% | Reduced |
| Fingerlakes Wealth Management, Inc. | 2,346 | $1.04M | 1.19% | +9+0.4% | Added |
| Chickasaw Capital Management LLC | 2,351 | $1.04M | 0.06% | 00.0% | Unchanged |
| Options Solutions, LLC | 2,352 | $1.04M | 1.03% | +52+2.3% | Added |
| LexAurum Advisors, LLC | 2,353 | $1.04M | 0.31% | −24−1.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,359 | $1.05M | 0.37% | −340−12.6% | Reduced |
| Cigna Investments Inc | 2,360 | $1.05M | 0.20% | +30+1.3% | Added |
| Quattro Financial Advisors LLC | 2,364 | $1.05M | 0.42% | −1,460−38.2% | Reduced |
| Capital Planning Advisors, LLC | 2,368 | $1.05M | 0.21% | 00.0% | Unchanged |
| Leisure Capital Management | 2,370 | $1.05M | 0.58% | −6−0.3% | Reduced |
| Collaborative Wealth Managment Inc. | 2,372 | $1.05M | 0.63% | +7+0.3% | Added |
| Innovis Asset Management LLC | 2,374 | $1.05M | 0.39% | −132−5.3% | Reduced |
| FourThought Financial Partners, LLC | 2,380 | $1.06M | 0.14% | −487−17.0% | Reduced |
| West Chester Capital Advisors, Inc | 2,392 | $1.06M | 2.01% | −111−4.4% | Reduced |
| Private Capital Management LLC | 2,394 | $1.06M | 0.30% | −113−4.5% | Reduced |
| Kraft, Davis & Associates, LLC | 2,374 | $1.06M | 0.37% | +2,374 | New |
| JustInvest LLC | 2,402 | $1.06M | 0.03% | −3,760−61.0% | Reduced |
| Sensible Money, LLC | 2,405 | $1.07M | 0.78% | −370−13.3% | Reduced |
| Etfidea, LLC | 2,409 | $1.07M | 0.44% | +140+6.2% | Added |
| Northwest Investment Counselors, LLC | 2,410 | $1.07M | 0.29% | +256+11.9% | Added |
| Penbrook Management LLC | 2,415 | $1.07M | 0.78% | −35−1.4% | Reduced |
| Motco | 2,415 | $1.07M | 0.07% | −34−1.4% | Reduced |
| Greenup Street Wealth Management LLC | 2,416 | $1.07M | 0.29% | +358+17.4% | Added |
| Kavar Capital Partners Group, LLC | 2,420 | $1.07M | 0.23% | −4−0.2% | Reduced |
| Vectors Research Management, LLC | 2,420 | $1.07M | 0.31% | +288+13.5% | Added |
| Engrave Wealth Partners LLC | 2,433 | $1.08M | 0.34% | 00.0% | Unchanged |
| Asset Planning Services Inc | 2,437 | $1.08M | 0.66% | −2−0.1% | Reduced |
| Maripau Wealth Management LLC | 2,444 | $1.08M | 0.96% | +618+33.8% | Added |
| Main Street Research LLC | 2,446 | $1.09M | 0.17% | +206+9.2% | Added |
| Chemistry Wealth Management LLC | 2,456 | $1.09M | 0.35% | −84−3.3% | Reduced |
| Matthew Goff Investment Advisor, LLC | 2,460 | $1.09M | 0.26% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 2,468 | $1.09M | 0.22% | +6+0.2% | Added |
| Consilio Wealth Advisors, LLC | 2,472 | $1.10M | 0.60% | −66−2.6% | Reduced |
| Excalibur Management Corp | 2,473 | $1.10M | 0.56% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 2,476 | $1.10M | 0.14% | +482+24.2% | Added |
| RIA Advisory Group LLC | 2,480 | $1.10M | 0.47% | −324−11.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 2,480 | $1.10M | 0.09% | −309−11.1% | Reduced |