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, 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 | 4,669 | $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, 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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 3,036 | $1.35M | 0.17% | +486+19.1% | Added |
| Prairie Sky Financial Group LLC | 3,044 | $1.35M | 0.92% | +3,044 | New |
| Hanson & Doremus Investment Management | 3,046 | $1.35M | 0.28% | −4−0.1% | Reduced |
| Standard Life Aberdeen plc | 3,055 | $1.35M | 0.00% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,072 | $1.36M | 0.26% | −178−5.5% | Reduced |
| Goodman Financial Corp | 3,075 | $1.36M | 0.38% | −407−11.7% | Reduced |
| Lee Danner & Bass Inc | 3,087 | $1.37M | 0.12% | −664−17.7% | Reduced |
| Breakwater Capital Group | 3,093 | $1.37M | 0.50% | −100−3.1% | Reduced |
| Ayrshire Capital Management LLC | 3,053 | $1.37M | 0.87% | −15−0.5% | Reduced |
| First Capital Advisors Group, LLC. | 3,097 | $1.37M | 0.72% | −4−0.1% | Reduced |
| Curbstone Financial Management Corp | 3,097 | $1.37M | 0.33% | +150+5.1% | Added |
| Tradition Wealth Management, LLC | 3,121 | $1.38M | 0.16% | −539−14.7% | Reduced |
| Confluence Wealth Services, Inc. | 3,125 | $1.39M | 0.29% | −34−1.1% | Reduced |
| Eudaimonia Partners, LLC | 3,126 | $1.39M | 0.31% | −431−12.1% | Reduced |
| Global Assets Advisory, LLC | 3,127 | $1.39M | 1.27% | +1,558+99.3% | Added |
| Grant Street Asset Management, Inc. | 3,127 | $1.39M | 0.52% | +2,329+291.9% | Added |
| Redwood Financial Network Corp | 3,133 | $1.39M | 1.30% | +185+6.3% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,134 | $1.39M | 0.32% | −32−1.0% | Reduced |
| One River Asset Management, LLC | 3,166 | $1.39M | 1.11% | +2,843+880.2% | Added |
| EPG Wealth Management LLC | 3,140 | $1.39M | 0.41% | −113−3.5% | Reduced |
| McMillion Capital Management Inc | 3,140 | $1.39M | 1.24% | 00.0% | Unchanged |
| Congress Asset Management Co | 3,159 | $1.40M | 0.01% | −40−1.3% | Reduced |
| FinTrust Capital Advisors, LLC | 3,695 | $1.41M | 0.34% | 00.0% | Unchanged |
| WealthBridge Investment Counsel Inc. | 3,195 | $1.42M | 0.60% | −44−1.4% | Reduced |
| Michael B. Yongue | 3,199 | $1.42M | 1.32% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 3,203 | $1.42M | 0.26% | −40−1.2% | Reduced |
| Violich Capital Management, Inc. | 3,208 | $1.42M | 0.23% | −75−2.3% | Reduced |
| Synergy Financial Management, LLC | 3,211 | $1.42M | 0.35% | −382−10.6% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,220 | $1.43M | 0.25% | +2,108+189.6% | Added |
| Edgar Lomax Co | 3,223 | $1.43M | 0.09% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 3,224 | $1.43M | 1.37% | +10.0% | Added |
| Palladiem, LLC | 3,228 | $1.43M | 1.47% | −220−6.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,231 | $1.43M | 0.05% | +2,455+316.4% | Added |
| TBH Global Asset Management, LLC | 3,235 | $1.43M | 0.28% | +360+12.5% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 3,236 | $1.43M | 1.07% | +1,373+73.7% | Added |
| E Fund Management Co., Ltd. | 3,236 | $1.43M | 0.11% | +1,373+73.7% | Added |
| Randolph Co Inc | 3,237 | $1.43M | 0.20% | −3−0.1% | Reduced |
| Sharper & Granite LLC | 3,240 | $1.44M | 0.83% | +950+41.5% | Added |
| AlphaStar Capital Management, LLC | 3,244 | $1.44M | 0.16% | −4,482−58.0% | Reduced |
| Janney Capital Management LLC | 3,253 | $1.44M | 0.10% | −34−1.0% | Reduced |
| Insight Wealth Strategies, LLC | 3,254 | $1.44M | 0.28% | −638−16.4% | Reduced |
| Curi Capital | 3,256 | $1.44M | 0.20% | +3+0.1% | Added |
| Shaker Investments LLC | 3,257 | $1.44M | 0.74% | +76+2.4% | Added |
| Endurance Wealth Management, Inc. | 3,258 | $1.44M | 0.20% | −73−2.2% | Reduced |
| Marshall Financial Group LLC | 3,264 | $1.45M | 0.49% | −199−5.7% | Reduced |
| Fairview Capital Investment Management, LLC | 3,263 | $1.45M | 0.09% | −9−0.3% | Reduced |
| Manchester Financial Inc | 3,266 | $1.45M | 0.41% | +175+5.7% | Added |
| Blue Chip Partners, Inc. | 3,267 | $1.45M | 0.16% | +265+8.8% | Added |
| ESL Trust Services, LLC | 3,269 | $1.45M | 0.46% | +1,398+74.7% | Added |
| SignalPoint Asset Management, LLC | 3,274 | $1.45M | 0.44% | +10.0% | Added |
| WESCAP Management Group, Inc. | 3,274 | $1.45M | 0.51% | +10.0% | Added |
| GW Henssler & Associates Ltd | 3,287 | $1.46M | 0.10% | −256−7.2% | Reduced |
| Plotkin Financial Advisors, LLC | 3,295 | $1.46M | 1.21% | +216+7.0% | Added |
| MA Private Wealth | 3,295 | $1.46M | 0.34% | +3,295 | New |
| Delta Asset Management LLC | 3,298 | $1.46M | 0.15% | +166+5.3% | Added |
| Bill Few Associates, Inc. | 3,300 | $1.46M | 0.76% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,308 | $1.47M | 0.16% | +50+1.5% | Added |
| Sinecera Capital, LLC | 3,297 | $1.47M | 1.56% | 00.0% | Unchanged |
| Garner Asset Management Corp | 3,314 | $1.47M | 0.85% | +9+0.3% | Added |
| Strategic Financial Concepts, LLC | 3,321 | $1.47M | 0.54% | +33+1.0% | Added |
| Opal Wealth Advisors, LLC | 3,323 | $1.47M | 0.73% | −42−1.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 3,323 | $1.47M | 0.03% | −190−5.4% | Reduced |
| 360 Financial, Inc. | 3,326 | $1.47M | 0.76% | 00.0% | Unchanged |
| Ascent Group, LLC | 3,289 | $1.48M | 0.16% | −59−1.8% | Reduced |
| HC Advisors, LLC | 3,338 | $1.48M | 0.86% | −6−0.2% | Reduced |
| Lantz Financial LLC | 3,345 | $1.48M | 0.58% | −164−4.7% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 3,349 | $1.48M | 1.01% | +9+0.3% | Added |
| Silvia McColl Wealth Management, LLC | 3,350 | $1.48M | 1.38% | −184−5.2% | Reduced |
| Family Asset Management, LLC | 3,356 | $1.49M | 1.00% | +26+0.8% | Added |
| Annapolis Financial Services, LLC | 3,365 | $1.49M | 0.42% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 3,356 | $1.49M | 0.18% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 3,370 | $1.49M | 0.25% | +254+8.2% | Added |
| Cranbrook Wealth Management, LLC | 3,370 | $1.49M | 0.42% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 3,373 | $1.50M | 0.55% | +513+17.9% | Added |
| Red Wave Investments LLC | 3,375 | $1.50M | 0.60% | +36+1.1% | Added |
| Investment Advisory Services Inc | 3,386 | $1.50M | 0.63% | −8−0.2% | Reduced |
| RTD Financial Advisors, Inc. | 3,387 | $1.50M | 0.22% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 3,392 | $1.50M | 0.09% | +625+22.6% | Added |
| Front Row Advisors LLC | 3,381 | $1.50M | 0.67% | +170+5.3% | Added |
| McBroom & Associates, LLC | 3,397 | $1.51M | 1.19% | +160+4.9% | Added |
| Hutchinson Capital Management | 3,399 | $1.51M | 0.35% | +30+0.9% | Added |
| TFC Financial Management | 3,405 | $1.51M | 0.37% | +98+3.0% | Added |
| CORDA Investment Management, LLC. | 3,407 | $1.51M | 0.12% | +3,407 | New |
| Philadelphia Trust Co | 3,412 | $1.51M | 0.14% | −620−15.4% | Reduced |
| Clearwater Capital Advisors, LLC | 3,416 | $1.51M | 0.18% | −87−2.5% | Reduced |
| BCS Wealth Management | 3,433 | $1.52M | 1.11% | −76−2.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 3,436 | $1.52M | 0.50% | +43+1.3% | Added |
| Clearbridge Investments, LLC | 3,438 | $1.52M | 0.00% | +2,598+309.3% | Added |
| WealthPLAN Partners, LLC | 3,440 | $1.52M | 0.22% | −264−7.1% | Reduced |
| Culbertson A N & Co Inc | 3,446 | $1.53M | 0.30% | −71−2.0% | Reduced |
| Permanens Capital L.P. | 3,443 | $1.53M | 0.35% | −2,008−36.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,460 | $1.53M | 0.04% | −56−1.6% | Reduced |
| Renaissance Investment Group LLC | 3,461 | $1.53M | 0.40% | +300+9.5% | Added |
| Whalerock Point Partners, LLC | 3,477 | $1.54M | 0.52% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3,477 | $1.54M | 0.45% | +3,477 | New |
| Fernwood Investment Management, LLC | 197,890 | $1.54M | 0.55% | +195,527+8,274.5% | Added |
| First Commonwealth Financial Corp | 3,490 | $1.55M | 0.50% | −462−11.7% | Reduced |
| CoreFirst Bank & Trust | 3,500 | $1.55M | 1.09% | 00.0% | Unchanged |
| Kim, LLC | 3,500 | $1.55M | 0.13% | +3,500 | New |
| BlackDiamond Wealth Management Inc. | 3,408 | $1.55M | 1.31% | +710+26.3% | Added |