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 |
|---|---|---|---|---|---|
| Cutler Investment Counsel LLC | 2,473 | $1.10M | 0.17% | −125−4.8% | Reduced |
| Grant/GrossMendelsohn, LLC | 2,487 | $1.10M | 0.45% | +2,487 | New |
| Oak Harvest Investment Services | 2,485 | $1.10M | 0.25% | −69−2.7% | Reduced |
| Riverstone Advisors, LLC | 2,489 | $1.10M | 0.67% | −82−3.2% | Reduced |
| Farther Finance Advisors, LLC | 2,493 | $1.11M | 0.24% | +768+44.5% | Added |
| State Farm Mutual Automobile Insurance Co | 2,500 | $1.11M | 0.00% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 2,504 | $1.11M | 1.15% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,508 | $1.11M | 0.42% | −56−2.2% | Reduced |
| Altfest L J & Co Inc | 2,510 | $1.11M | 0.17% | +81+3.3% | Added |
| MBA Advisors LLC | 2,525 | $1.12M | 0.67% | +24+1.0% | Added |
| Next Capital Management LLC | 2,541 | $1.13M | 0.52% | +473+22.9% | Added |
| Castle Wealth Management LLC | 2,532 | $1.13M | 0.79% | +22+0.9% | Added |
| Worth Financial Advisory Group, LLC | 2,542 | $1.13M | 1.05% | +345+15.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,548 | $1.13M | 0.17% | −212−7.7% | Reduced |
| Southeast Asset Advisors Inc. | 2,552 | $1.13M | 0.16% | +465+22.3% | Added |
| Tranquility Partners, LLC | 2,553 | $1.13M | 0.49% | −634−19.9% | Reduced |
| Valicenti Advisory Services Inc | 2,559 | $1.13M | 0.36% | −167−6.1% | Reduced |
| Dearborn Partners LLC | 2,564 | $1.14M | 0.04% | −324−11.2% | Reduced |
| Hudson Portfolio Management LLC | 2,564 | $1.14M | 1.24% | −170−6.2% | Reduced |
| Acorn Wealth Advisors, LLC | 2,565 | $1.14M | 0.78% | −33−1.3% | Reduced |
| Front Street Capital Management, Inc. | 1,846 | $1.14M | 0.24% | −2,341−55.9% | Reduced |
| Aire Advisors, LLC | 2,574 | $1.14M | 0.30% | +214+9.1% | Added |
| SMART Wealth LLC | 2,578 | $1.14M | 0.86% | +681+35.9% | Added |
| Picton Mahoney Asset Management | 2,580 | $1.14M | 0.06% | −1,870−42.0% | Reduced |
| Roof Eidam & Maycock | 2,582 | $1.14M | 0.38% | +971+60.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 2,573 | $1.14M | 0.57% | +20+0.8% | Added |
| Solstein Capital, LLC | 2,590 | $1.15M | 0.96% | −6,866−72.6% | Reduced |
| Hudson Value Partners, LLC | 2,601 | $1.15M | 0.59% | −81−3.0% | Reduced |
| Lazari Capital Management, Inc. | 2,605 | $1.15M | 0.65% | +2,605 | New |
| Core Wealth Advisors, Inc. | 2,613 | $1.16M | 0.46% | −10.0% | Reduced |
| Exchange Bank | 2,625 | $1.16M | 1.13% | +2,625 | New |
| Monterey Private Wealth, Inc. | 2,627 | $1.16M | 0.56% | −37−1.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,627 | $1.16M | 0.52% | 00.0% | Unchanged |
| Papp L Roy & Associates | 2,627 | $1.16M | 0.15% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,637 | $1.17M | 0.15% | −226−7.9% | Reduced |
| Parkside Advisors LLC | 2,630 | $1.17M | 0.36% | −29−1.1% | Reduced |
| Dana Investment Advisors, Inc. | 2,645 | $1.17M | 0.06% | 00.0% | Unchanged |
| Resources Management Corp | 2,647 | $1.17M | 0.18% | +1,362+106.0% | Added |
| Monetary Management Group Inc | 2,649 | $1.17M | 0.36% | −125−4.5% | Reduced |
| PRW Wealth Management LLC | 2,611 | $1.18M | 0.40% | −205−7.3% | Reduced |
| Betterment LLC | 2,660 | $1.18M | 0.00% | −1,081−28.9% | Reduced |
| Heritage Investors Management Corp | 2,660 | $1.18M | 0.05% | −567−17.6% | Reduced |
| CNB Bank | 2,670 | $1.18M | 0.70% | +675+33.8% | Added |
| Investment House LLC | 2,671 | $1.18M | 0.09% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 2,673 | $1.19M | 0.19% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,675 | $1.19M | 0.23% | 00.0% | Unchanged |
| Theory Financial LLC | 2,678 | $1.19M | 0.68% | −2−0.1% | Reduced |
| Silicon Hills Wealth Management, LLC | 2,696 | $1.20M | 0.67% | −3−0.1% | Reduced |
| Narus Financial Partners, LLC | 2,701 | $1.20M | 0.62% | +182+7.2% | Added |
| Orgel Wealth Management, LLC | 2,702 | $1.20M | 0.04% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,716 | $1.20M | 0.60% | −990−26.7% | Reduced |
| ERn Financial, LLC | 2,716 | $1.20M | 0.25% | −15−0.5% | Reduced |
| Ulland Investment Advisors, LLC | 2,730 | $1.21M | 1.24% | −51−1.8% | Reduced |
| Westwood Wealth Management | 2,731 | $1.21M | 0.90% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 2,734 | $1.21M | 0.60% | +8+0.3% | Added |
| Forte Capital LLC | 2,757 | $1.22M | 0.18% | +185+7.2% | Added |
| Campbell Wealth Management | 2,758 | $1.22M | 0.16% | 00.0% | Unchanged |
| Somerset Group LLC | 2,761 | $1.22M | 1.02% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 2,764 | $1.23M | 0.94% | +406+17.2% | Added |
| Stonebridge Capital Advisors LLC | 2,773 | $1.23M | 0.13% | +117+4.4% | Added |
| Valtinson Bruner Financial Planning LLC | 2,780 | $1.23M | 0.66% | −54−1.9% | Reduced |
| LVW Advisors, LLC | 2,782 | $1.23M | 0.25% | −74−2.6% | Reduced |
| RiverGlades Family Offices LLC | 2,788 | $1.24M | 1.10% | −99−3.4% | Reduced |
| Sutton Place Investors LLC | 2,794 | $1.24M | 1.72% | +2,794 | New |
| CFS Investment Advisory Services, LLC | 2,795 | $1.24M | 0.16% | −269−8.8% | Reduced |
| Founders Financial Securities LLC | 2,843 | $1.26M | 0.17% | −62−2.1% | Reduced |
| Register Financial Advisors LLC | 2,850 | $1.26M | 0.90% | +2+0.1% | Added |
| Alta Capital Management LLC | 2,872 | $1.27M | 0.09% | +177+6.6% | Added |
| Auour Investments LLC | 2,878 | $1.28M | 0.54% | +2,878 | New |
| Mandatum Life Insurance Co Ltd | 2,885 | $1.28M | 0.53% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 2,890 | $1.28M | 1.15% | +13+0.5% | Added |
| Triangle Securities Wealth Management | 2,892 | $1.28M | 0.44% | −15−0.5% | Reduced |
| Ballast Advisors LLC | 2,899 | $1.29M | 0.48% | −293−9.2% | Reduced |
| Triton Wealth Management, PLLC | 2,859 | $1.29M | 0.72% | +4+0.1% | Added |
| Palo Alto Wealth Advisors, LLC | 2,900 | $1.29M | 1.03% | 00.0% | Unchanged |
| Welch Group, LLC | 2,915 | $1.29M | 0.07% | −314−9.7% | Reduced |
| GW&K Investment Management, LLC | 2,923 | $1.30M | 0.01% | −16,130−84.7% | Reduced |
| BerganKDV Wealth Management, LLC | 2,937 | $1.30M | 0.13% | −286−8.9% | Reduced |
| Summit Asset Management, LLC | 2,943 | $1.30M | 0.34% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 2,912 | $1.31M | 0.73% | −142−4.6% | Reduced |
| Powell Investment Advisors, LLC | 2,938 | $1.31M | 0.76% | +18+0.6% | Added |
| Matrix Private Capital Group LLC | 2,939 | $1.31M | 0.96% | −7−0.2% | Reduced |
| Mattern Capital Management, LLC | 2,951 | $1.31M | 0.21% | −17−0.6% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 2,960 | $1.31M | 1.52% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 2,961 | $1.31M | 0.39% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 2,981 | $1.32M | 0.81% | −263−8.1% | Reduced |
| Staley Capital Advisers Inc | 2,983 | $1.32M | 0.07% | −397−11.7% | Reduced |
| Falcon Wealth Planning | 2,996 | $1.33M | 0.30% | +1,045+53.6% | Added |
| Maple Capital Management, Inc. | 2,997 | $1.33M | 0.14% | −345−10.3% | Reduced |
| Professional Advisory Services Inc | 2,999 | $1.33M | 0.20% | +11+0.4% | Added |
| HITE Hedge Asset Management LLC | 3,000 | $1.33M | 0.15% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 3,000 | $1.33M | 0.23% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 3,002 | $1.33M | 0.60% | −61−2.0% | Reduced |
| Garrison Point Advisors, LLC | 3,003 | $1.33M | 0.96% | +123+4.3% | Added |
| Meridian Financial, LLC | 3,004 | $1.33M | 1.20% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 3,015 | $1.34M | 0.17% | −21−0.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 3,016 | $1.34M | 0.73% | +458+17.9% | Added |
| Independent Wealth Network Inc. | 3,017 | $1.34M | 0.80% | +3,017 | New |
| PFS Investments Inc. | 3,020 | $1.34M | 0.02% | −133−4.2% | Reduced |
| Citizens & Northern Corp | 3,020 | $1.34M | 0.51% | −85−2.7% | Reduced |