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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 3,502 | $1.55M | 0.04% | +1,531+77.7% | Added |
| Logan Capital Management Inc | 3,525 | $1.56M | 0.07% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 3,533 | $1.57M | 0.10% | 00.0% | Unchanged |
| One Day In July LLC | 3,541 | $1.57M | 0.28% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 3,550 | $1.57M | 0.58% | +623+21.3% | Added |
| Allen Capital Group, LLC | 3,558 | $1.58M | 0.28% | +2,047+135.5% | Added |
| Hemington Wealth Management | 3,572 | $1.58M | 0.64% | +199+5.9% | Added |
| Cowa, LLC | 3,575 | $1.58M | 1.04% | −152,654−97.7% | Reduced |
| Lokken Investment Group LLC | 3,580 | $1.59M | 1.03% | −103−2.8% | Reduced |
| Summit Global Investments | 3,582 | $1.59M | 0.11% | −21−0.6% | Reduced |
| Wambolt & Associates, LLC | 3,592 | $1.59M | 0.57% | −382−9.6% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $1.59M | 0.33% | 00.0% | Unchanged |
| Hyman Charles D | 3,593 | $1.59M | 0.10% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 3,593 | $1.59M | 0.08% | +167+4.9% | Added |
| Sentry LLC | 3,594 | $1.59M | 0.35% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 3,581 | $1.59M | 0.34% | −1,065−22.9% | Reduced |
| Oberweis Asset Management Inc | 3,597 | $1.59M | 0.19% | +10+0.3% | Added |
| Atlantic Union Bankshares Corp | 3,617 | $1.60M | 0.16% | +37+1.0% | Added |
| Wagner Wealth Management, LLC | 3,623 | $1.61M | 0.61% | −213−5.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,625 | $1.61M | 0.10% | −153−4.0% | Reduced |
| Stoneridge Investment Partners LLC | 3,629 | $1.61M | 0.70% | +80+2.3% | Added |
| Pin Oak Investment Advisors Inc | 3,617 | $1.61M | 1.78% | +90+2.6% | Added |
| Retirement Guys Formula LLC | 3,630 | $1.61M | 0.93% | −207−5.4% | Reduced |
| JSF Financial, LLC | 3,633 | $1.61M | 0.57% | −56−1.5% | Reduced |
| Bell Investment Advisors, Inc | 3,653 | $1.62M | 0.36% | +871+31.3% | Added |
| Banta Asset Management LP | 3,660 | $1.62M | 1.89% | −35−0.9% | Reduced |
| XML Financial, LLC | 3,662 | $1.62M | 0.19% | +73+2.0% | Added |
| Concentric Capital Strategies, LP | 3,663 | $1.62M | 0.35% | −6,386−63.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,668 | $1.63M | 0.72% | −1,418−27.9% | Reduced |
| SP Asset Management LLC | 3,682 | $1.63M | 0.18% | +13+0.4% | Added |
| Centurion Wealth Management LLC | 3,683 | $1.63M | 0.79% | −371−9.2% | Reduced |
| Alterna Wealth Management, Inc | 3,697 | $1.64M | 1.90% | +47+1.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,699 | $1.64M | 0.44% | +1,012+37.7% | Added |
| Cornerstone Advisory, LLC | 3,703 | $1.64M | 0.29% | −1,312−26.2% | Reduced |
| MPS Loria Financial Planners, LLC | 3,719 | $1.65M | 0.62% | −49−1.3% | Reduced |
| Traynor Capital Management, Inc. | 3,725 | $1.65M | 0.21% | +97+2.7% | Added |
| Winch Advisory Services, LLC | 3,734 | $1.66M | 0.59% | −398−9.6% | Reduced |
| First Personal Financial Services | 3,745 | $1.66M | 0.41% | −40−1.1% | Reduced |
| Agate Pass Investment Management, LLC | 3,747 | $1.66M | 1.01% | −93−2.4% | Reduced |
| Droms Strauss Advisors Inc | 3,753 | $1.66M | 0.69% | −125−3.2% | Reduced |
| JFG Wealth Management, LLC | 3,753 | $1.66M | 0.51% | +3,753 | New |
| American Planning Services, Inc. | 3,758 | $1.67M | 1.09% | −14−0.4% | Reduced |
| FMB Wealth Management | 3,775 | $1.67M | 1.78% | 00.0% | Unchanged |
| Barr E S & Co | 3,783 | $1.68M | 0.13% | −50−1.3% | Reduced |
| Prosperity Wealth Management, Inc. | 3,792 | $1.68M | 1.10% | +761+25.1% | Added |
| Bank of Nova Scotia Trust Co | 3,795 | $1.68M | 0.18% | +75+2.0% | Added |
| Manhattan West Asset Management, LLC | 3,805 | $1.69M | 0.63% | +820+27.5% | Added |
| Cottage Street Advisors LLC | 3,815 | $1.69M | 1.23% | +16+0.4% | Added |
| Advisor Partners II, LLC | 3,818 | $1.69M | 0.08% | −40−1.0% | Reduced |
| New York Life Investment Management LLC | 3,823 | $1.69M | 0.02% | −223−5.5% | Reduced |
| PBMares Wealth Management LLC | 3,824 | $1.70M | 0.61% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 3,744 | $1.70M | 0.32% | +36+1.0% | Added |
| Trillium Asset Management, LLC | 3,845 | $1.70M | 0.05% | −519−11.9% | Reduced |
| Cambridge Advisors Inc. | 3,848 | $1.71M | 0.44% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 3,848 | $1.71M | 0.74% | +644+20.1% | Added |
| Exchange Capital Management, Inc. | 3,848 | $1.71M | 0.32% | +1,002+35.2% | Added |
| McKinley Carter Wealth Services, Inc. | 3,852 | $1.71M | 0.13% | −2−0.1% | Reduced |
| CCG Wealth Management, LLC | 3,857 | $1.71M | 1.07% | −190−4.7% | Reduced |
| Watershed Private Wealth LLC | 3,865 | $1.71M | 1.04% | −1,184−23.5% | Reduced |
| Black Diamond Financial, LLC | 3,867 | $1.71M | 0.51% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 3,869 | $1.72M | 0.35% | −183−4.5% | Reduced |
| Column Capital Advisors, LLC | 3,881 | $1.72M | 0.24% | −28−0.7% | Reduced |
| First American Trust, FSB | 3,890 | $1.73M | 0.24% | −117−2.9% | Reduced |
| Teamwork Financial Advisors, LLC | 3,894 | $1.73M | 0.28% | −73−1.8% | Reduced |
| Hall Laurie J Trustee | 3,907 | $1.73M | 0.69% | −230−5.6% | Reduced |
| Sebold Capital Management, Inc. | 3,911 | $1.73M | 1.38% | +92+2.4% | Added |
| Northeast Investment Management | 3,914 | $1.73M | 0.10% | +2,084+113.9% | Added |
| Palouse Capital Management, Inc. | 3,924 | $1.74M | 1.22% | −554−12.4% | Reduced |
| Sculati Wealth Management, LLC | 3,926 | $1.74M | 0.88% | −12−0.3% | Reduced |
| Lion Street Advisors, LLC | 3,799 | $1.74M | 0.59% | −496−11.5% | Reduced |
| Abound Wealth Management | 3,943 | $1.75M | 0.73% | +31+0.8% | Added |
| Allegiance Financial Group Advisory Services LLC | 3,944 | $1.75M | 1.03% | −41−1.0% | Reduced |
| Atwood & Palmer Inc | 3,950 | $1.75M | 0.16% | +145+3.8% | Added |
| Northstar Group, Inc. | 3,952 | $1.75M | 0.41% | 00.0% | Unchanged |
| Geneva Partners, LLC | 3,955 | $1.75M | 1.14% | +10+0.3% | Added |
| Retirement Investment Advisors, Inc. | 3,966 | $1.76M | 0.21% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 3,915 | $1.76M | 0.68% | +2,191+127.1% | Added |
| Abacus Wealth Partners, LLC | 3,986 | $1.77M | 0.53% | −617−13.4% | Reduced |
| Green Square Capital Advisors LLC | 3,994 | $1.77M | 0.22% | −35−0.9% | Reduced |
| LGT Financial Advisors LLC | 3,997 | $1.77M | 1.89% | +13+0.3% | Added |
| Vaughan David Investments LLC | 3,996 | $1.77M | 0.05% | +63+1.6% | Added |
| Aristides Capital LLC | 4,000 | $1.77M | 1.05% | −11,780−74.7% | Reduced |
| Prosperity Financial Group, Inc. | 4,006 | $1.78M | 1.56% | +1,088+37.3% | Added |
| Oxbow Advisors, LLC | 4,008 | $1.78M | 0.28% | +16+0.4% | Added |
| Sterling Investment Counsel, LLC | 4,020 | $1.78M | 0.96% | −8−0.2% | Reduced |
| Westside Investment Management, Inc. | 4,025 | $1.78M | 0.50% | +52+1.3% | Added |
| Executive Wealth Management, LLC | 4,028 | $1.79M | 0.18% | +439+12.2% | Added |
| Grandfield & Dodd, LLC | 4,033 | $1.79M | 0.12% | +40+1.0% | Added |
| Congress Park Capital LLC | 4,038 | $1.79M | 1.00% | −1,950−32.6% | Reduced |
| Headinvest, LLC | 4,022 | $1.79M | 0.39% | +33+0.8% | Added |
| Girard Partners Ltd. | 4,053 | $1.80M | 0.19% | −20−0.5% | Reduced |
| Sonata Capital Group Inc | 4,059 | $1.80M | 0.93% | −58−1.4% | Reduced |
| Valley National Advisers Inc | 4,062 | $1.80M | 0.30% | −156−3.7% | Reduced |
| Kornitzer Capital Management Inc | 4,065 | $1.80M | 0.04% | +800+24.5% | Added |
| Resurgent Financial Advisors LLC | 4,073 | $1.81M | 1.20% | −4,014−49.6% | Reduced |
| Beck Bode, LLC | 4,077 | $1.81M | 0.44% | −294−6.7% | Reduced |
| Morton Capital Management LLC | 4,098 | $1.82M | 0.62% | −41−1.0% | Reduced |
| Legacy Private Trust Co. | 4,099 | $1.82M | 0.15% | −114−2.7% | Reduced |
| Wunderlich Capital Managemnt | 4,106 | $1.82M | 0.89% | −180−4.2% | Reduced |
| Spotlight Asset Group, Inc. | 4,112 | $1.82M | 1.63% | −106−2.5% | Reduced |