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 |
|---|---|---|---|---|---|
| Horan Capital Advisors, LLC. | 4,116 | $1.82M | 0.71% | −25−0.6% | Reduced |
| White Lighthouse Investment Management Inc. | 4,120 | $1.83M | 0.44% | +12+0.3% | Added |
| City State Bank | 4,133 | $1.83M | 0.99% | −20−0.5% | Reduced |
| Team Hewins, LLC | 4,119 | $1.83M | 0.87% | −44−1.1% | Reduced |
| Yacktman Asset Management LP | 4,140 | $1.84M | 0.02% | +675+19.5% | Added |
| Nottingham Advisors, Inc. | 4,146 | $1.84M | 0.24% | +35+0.9% | Added |
| Tempus Wealth Planning, LLC | 4,151 | $1.84M | 0.83% | −19−0.5% | Reduced |
| Curran Financial Partners, LLC | 4,158 | $1.84M | 0.80% | +1,121+36.9% | Added |
| Meeder Advisory Services, Inc. | 4,165 | $1.85M | 0.20% | +2,464+144.9% | Added |
| Atomi Financial Group, Inc. | 4,174 | $1.85M | 0.84% | +669+19.1% | Added |
| Aviance Capital Partners, LLC | 4,188 | $1.86M | 0.39% | +45+1.1% | Added |
| Tufton Capital Management | 4,189 | $1.86M | 0.40% | −20−0.5% | Reduced |
| Little House Capital LLC | 4,193 | $1.86M | 0.79% | +1,150+37.8% | Added |
| Roberts Wealth Advisors, LLC | 4,196 | $1.86M | 0.82% | −24−0.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,214 | $1.87M | 1.21% | +487+13.1% | Added |
| Jackson Wealth Management, LLC | 4,219 | $1.87M | 0.27% | +4,219 | New |
| Verus Capital Partners, LLC | 4,238 | $1.88M | 0.27% | −623−12.8% | Reduced |
| Nemes Rush Group LLC | 4,246 | $1.88M | 0.33% | +4,246 | New |
| Roffman Miller Associates Inc | 4,254 | $1.89M | 0.14% | −572−11.9% | Reduced |
| Clarkston Capital Partners, LLC | 4,267 | $1.89M | 0.03% | 00.0% | Unchanged |
| Claret Asset Management Corp | 4,287 | $1.90M | 0.37% | +8+0.2% | Added |
| Olistico Wealth, LLC | 4,287 | $1.90M | 1.63% | +93+2.2% | Added |
| Sawgrass Asset Management LLC | 4,290 | $1.90M | 0.23% | +3,546+476.6% | Added |
| Merriman Wealth Management, LLC | 4,287 | $1.90M | 0.09% | +777+22.1% | Added |
| Wick Capital Partners, LLC | 4,316 | $1.91M | 1.13% | −433−9.1% | Reduced |
| Weaver Consulting Group | 4,330 | $1.92M | 0.85% | −32−0.7% | Reduced |
| Facet Wealth, Inc. | 4,269 | $1.92M | 0.10% | −50−1.2% | Reduced |
| Semus Wealth Partners LLC | 4,336 | $1.92M | 1.77% | +1,086+33.4% | Added |
| Aull & Monroe Investment Management Corp | 4,343 | $1.93M | 0.97% | +115+2.7% | Added |
| ABLE Financial Group, LLC | 4,345 | $1.93M | 1.00% | +23+0.5% | Added |
| WealthShield Partners, LLC | 4,339 | $1.93M | 0.29% | +696+19.1% | Added |
| Sovereign Investment Advisors, LLC | 4,357 | $1.93M | 0.73% | +4,357 | New |
| Bangor Savings Bank | 4,361 | $1.93M | 0.22% | −25−0.6% | Reduced |
| KFA Private Wealth Group, LLC | 4,366 | $1.94M | 0.80% | +108+2.5% | Added |
| Bennett Selby Investments LP | 4,391 | $1.95M | 1.12% | +99+2.3% | Added |
| Affinity Wealth Management LLC | 4,399 | $1.95M | 0.45% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 4,400 | $1.95M | 0.88% | +527+13.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,403 | $1.95M | 0.03% | −37−0.8% | Reduced |
| Woodmont Investment Counsel LLC | 4,406 | $1.95M | 0.20% | +116+2.7% | Added |
| Mosaic Family Wealth Partners, LLC | 4,411 | $1.96M | 0.38% | −84−1.9% | Reduced |
| Price T Rowe Associates Inc | 4,418 | $1.96M | 0.00% | −2,165−32.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,422 | $1.96M | 0.58% | −49−1.1% | Reduced |
| Evensky & Katz LLC | 4,425 | $1.96M | 0.15% | −50−1.1% | Reduced |
| Peninsula Asset Management Inc | 4,439 | $1.97M | 1.16% | −15−0.3% | Reduced |
| James Investment Research Inc | 4,442 | $1.97M | 0.25% | −190−4.1% | Reduced |
| Modus Advisors, LLC | 4,446 | $1.97M | 0.85% | +28+0.6% | Added |
| Grey Street Capital, LLC | 4,444 | $1.97M | 1.04% | +522+13.3% | Added |
| Sound Income Strategies, LLC | 4,456 | $1.98M | 0.20% | +1,557+53.7% | Added |
| Koss-Olinger Consulting, LLC | 4,474 | $1.98M | 0.23% | +25+0.6% | Added |
| TMD Wealth Management, LLC | 4,475 | $1.98M | 0.52% | +335+8.1% | Added |
| Cape Investment Advisory, Inc. | 4,476 | $1.98M | 1.11% | +576+14.8% | Added |
| Toth Financial Advisory Corp | 4,499 | $1.99M | 0.29% | −543−10.8% | Reduced |
| Nuveen Asset Management, LLC | 4,500 | $1.99M | 0.00% | 00.0% | Unchanged |
| Warner Financial, Inc | 4,503 | $2.00M | 1.30% | +6+0.1% | Added |
| Red Lighthouse Investment Management, LLC | 4,505 | $2.00M | 0.91% | −49−1.1% | Reduced |
| Brand Asset Management Group, Inc. | 4,539 | $2.01M | 0.96% | −69−1.5% | Reduced |
| Country Trust Bank | 4,540 | $2.01M | 0.05% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 4,541 | $2.01M | 1.23% | +20.0% | Added |
| Builder Investment Group Inc | 4,545 | $2.01M | 0.79% | −80−1.7% | Reduced |
| Safeguard Financial, LLC | 4,561 | $2.02M | 0.97% | +1,575+52.7% | Added |
| Spring Capital Management, LLC | 4,590 | $2.03M | 1.59% | −331−6.7% | Reduced |
| Quantum Private Wealth, LLC | 4,592 | $2.04M | 0.94% | +487+11.9% | Added |
| Beaumont Financial Advisors, LLC | 4,596 | $2.04M | 0.19% | +80+1.8% | Added |
| Patton Albertson Miller Group, LLC | 4,608 | $2.04M | 0.39% | −543−10.5% | Reduced |
| Continuum Advisory, LLC | 5,956 | $2.04M | 0.32% | +854+16.7% | Added |
| Disciplined Investments, LLC | 4,612 | $2.04M | 1.09% | −503−9.8% | Reduced |
| Formidable Asset Management, LLC | 4,629 | $2.05M | 0.45% | −345−6.9% | Reduced |
| Northside Capital Management, LLC | 4,638 | $2.06M | 0.71% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 4,642 | $2.06M | 0.39% | +108+2.4% | Added |
| Plan Group Financial, LLC | 4,586 | $2.06M | 1.72% | +4,586 | New |
| Eagle Rock Investment Company, LLC | 4,574 | $2.06M | 0.44% | −45−1.0% | Reduced |
| SeaBridge Investment Advisors LLC | 4,655 | $2.06M | 0.68% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 4,657 | $2.06M | 0.45% | +1,474+46.3% | Added |
| SigFig Wealth Management, LLC | 4,719 | $2.07M | 0.08% | +4,719 | New |
| Wedgewood Investors Inc | 4,671 | $2.07M | 2.65% | +116+2.5% | Added |
| Trail Ridge Investment Advisors, LLC | 4,680 | $2.07M | 1.28% | −301−6.0% | Reduced |
| Bull Street Advisors, LLC | 4,682 | $2.08M | 1.06% | +10+0.2% | Added |
| Sheets Smith Wealth Management | 4,686 | $2.08M | 0.30% | +743+18.8% | Added |
| Cooper/Haims Advisors, LLC | 4,695 | $2.08M | 1.60% | −216−4.4% | Reduced |
| Ameliora Wealth Management Ltd. | 4,699 | $2.08M | 1.29% | −1,202−20.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,682 | $2.08M | 0.68% | −198−4.1% | Reduced |
| Cohen & Steers, Inc. | 4,703 | $2.08M | 0.00% | −1,477−23.9% | Reduced |
| AlphaQ Advisors LLC | 4,709 | $2.09M | 1.54% | +125+2.7% | Added |
| Spectrum Wealth Advisory Group, LLC | 4,710 | $2.09M | 2.77% | −894−16.0% | Reduced |
| Sage Financial Group Inc | 4,712 | $2.09M | 0.22% | +779+19.8% | Added |
| MV Capital Management, Inc. | 4,729 | $2.10M | 0.28% | −209−4.2% | Reduced |
| MidWestOne Financial Group, Inc. | 4,730 | $2.10M | 0.45% | +938+24.7% | Added |
| Capital Analysts, LLC | 4,748 | $2.10M | 0.12% | −338−6.6% | Reduced |
| TNF LLC | 4,739 | $2.10M | 0.92% | −8−0.2% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 4,752 | $2.11M | 0.11% | −9−0.2% | Reduced |
| Essex Savings Bank | 4,769 | $2.11M | 0.71% | −619−11.5% | Reduced |
| Wealthquest Corp | 4,799 | $2.13M | 0.25% | −33−0.7% | Reduced |
| Barrett & Company, Inc. | 4,800 | $2.13M | 1.23% | +372+8.4% | Added |
| Epiq Partners, LLC | 4,806 | $2.13M | 1.45% | −178−3.6% | Reduced |
| Consolidated Planning Corp | 4,817 | $2.14M | 0.45% | +352+7.9% | Added |
| Augustine Asset Management Inc | 4,822 | $2.14M | 0.99% | 00.0% | Unchanged |
| HCR Wealth Advisors | 4,828 | $2.14M | 0.40% | −473−8.9% | Reduced |
| Panagora Asset Management Inc | 4,834 | $2.14M | 0.01% | −2,809−36.8% | Reduced |
| Hardy Reed LLC | 4,841 | $2.15M | 0.38% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 4,843 | $2.15M | 0.65% | −16−0.3% | Reduced |