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 |
|---|---|---|---|---|---|
| BFT Financial Group, LLC | 5,644 | $2.50M | 0.29% | +20.0% | Added |
| High Net Worth Advisory Group LLC | 5,658 | $2.51M | 0.97% | +8+0.1% | Added |
| Parkside Investments, LLC | 5,658 | $2.51M | 0.47% | +1,754+44.9% | Added |
| LaFleur & Godfrey LLC | 5,661 | $2.51M | 0.38% | −303−5.1% | Reduced |
| Tennessee Valley Asset Management Partners | 5,665 | $2.51M | 0.81% | +20+0.4% | Added |
| Herbst Group, LLC | 5,665 | $2.51M | 1.74% | +1,321+30.4% | Added |
| Wealth Management Partners, LLC | 5,674 | $2.52M | 1.58% | +111+2.0% | Added |
| Insight Advisors, LLC | 5,702 | $2.53M | 0.56% | +118+2.1% | Added |
| Arcus Capital Partners, LLC | 5,715 | $2.53M | 0.76% | +854+17.6% | Added |
| Private Advisory Group LLC | 5,721 | $2.54M | 0.50% | +5,721 | New |
| Rede Wealth, LLC | 5,728 | $2.54M | 1.21% | −344−5.7% | Reduced |
| Libra Wealth LLC | 5,734 | $2.54M | 1.39% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 5,737 | $2.54M | 0.20% | +126+2.2% | Added |
| Legacy Financial Strategies, LLC | 5,751 | $2.55M | 0.85% | +12+0.2% | Added |
| Towerpoint Wealth, LLC | 5,752 | $2.55M | 1.44% | +298+5.5% | Added |
| Signet Financial Management, LLC | 5,754 | $2.55M | 0.40% | −314−5.2% | Reduced |
| Cohen Lawrence B | 5,761 | $2.55M | 1.64% | +20+0.3% | Added |
| Laurel Wealth Planning LLC | 5,794 | $2.57M | 1.83% | −1,528−20.9% | Reduced |
| Mitchell Sinkler & Starr | 5,795 | $2.57M | 0.73% | +140+2.5% | Added |
| Acropolis Investment Management, LLC | 5,802 | $2.57M | 0.20% | −24−0.4% | Reduced |
| Farmers National Bank | 5,811 | $2.58M | 0.88% | +154+2.7% | Added |
| Fagan Associates, Inc. | 5,819 | $2.58M | 0.63% | +17+0.3% | Added |
| McIlrath & Eck, LLC | 5,820 | $2.58M | 0.54% | −184−3.1% | Reduced |
| Middleton & Co Inc | 5,827 | $2.58M | 0.34% | −65−1.1% | Reduced |
| Paladin Advisory Group, LLC | 5,839 | $2.59M | 2.08% | −9−0.2% | Reduced |
| Parkside Financial Bank & Trust | 5,850 | $2.59M | 0.62% | −94−1.6% | Reduced |
| Tillman Hartley LLC | 5,851 | $2.59M | 1.03% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 5,853 | $2.59M | 0.17% | −40−0.7% | Reduced |
| Wealth Advisors, Inc. | 5,823 | $2.60M | 1.11% | +496+9.3% | Added |
| Summit Financial Wealth Advisors, LLC | 5,867 | $2.60M | 0.60% | +561+10.6% | Added |
| Smith Chas P & Associates Pa Cpas | 5,871 | $2.60M | 0.17% | +4+0.1% | Added |
| Baldwin Brothers Inc | 5,875 | $2.60M | 0.21% | −68−1.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 5,878 | $2.61M | 0.62% | +3,227+121.7% | Added |
| Red Cedar Investment Management, LLC | 5,879 | $2.61M | 0.40% | +3,814+184.7% | Added |
| Blankinship & Foster, LLC | 5,891 | $2.61M | 0.84% | +3+0.1% | Added |
| Omnia Family Wealth, LLC | 5,873 | $2.61M | 1.78% | 00.0% | Unchanged |
| Arlington Partners LLC | 5,929 | $2.63M | 0.41% | −148−2.4% | Reduced |
| Atlas Brown,Inc. | 5,940 | $2.63M | 1.16% | +621+11.7% | Added |
| Waters Parkerson & Co., LLC | 5,939 | $2.63M | 0.15% | −122−2.0% | Reduced |
| Gilbert & Cook, Inc. | 5,943 | $2.63M | 0.42% | −131−2.2% | Reduced |
| W Advisors, LLC | 5,949 | $2.64M | 2.07% | 00.0% | Unchanged |
| North Star Asset Management Inc | 5,954 | $2.64M | 0.15% | +120+2.1% | Added |
| BFSG, LLC | 5,966 | $2.65M | 0.45% | −2,863−32.4% | Reduced |
| Verus Financial Partners, Inc. | 5,808 | $2.65M | 0.33% | +516+9.8% | Added |
| Center for Financial Planning, Inc. | 5,973 | $2.65M | 0.56% | −134−2.2% | Reduced |
| Saxon Interests, Inc. | 5,981 | $2.65M | 1.42% | +4,997+507.8% | Added |
| Armstrong Henry H Associates Inc | 5,989 | $2.65M | 0.29% | 00.0% | Unchanged |
| Ulrich Consultants & Investment Group, LLC | 6,018 | $2.67M | 6.45% | −120−2.0% | Reduced |
| Fairhaven Wealth Management, LLC | 6,021 | $2.67M | 1.02% | +6,021 | New |
| Menora Mivtachim Holdings Ltd. | 6,040 | $2.68M | 0.02% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 5,984 | $2.69M | 0.19% | −7−0.1% | Reduced |
| Coastwise Capital Group, LLC | 6,073 | $2.69M | 3.05% | −1,965−24.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,093 | $2.70M | 1.34% | +225+3.8% | Added |
| Everett Harris & Co | 6,102 | $2.70M | 0.04% | −69−1.1% | Reduced |
| Putnam Investments LLC | 6,119 | $2.71M | 0.00% | −32,343−84.1% | Reduced |
| Mason Investment Advisory Services, Inc. | 6,122 | $2.71M | 0.23% | −78−1.3% | Reduced |
| Allegheny Financial Group LTD | 6,123 | $2.71M | 1.28% | −188−3.0% | Reduced |
| BNC Wealth Management, LLC | 6,124 | $2.71M | 1.44% | −457−6.9% | Reduced |
| High Falls Advisors, Inc | 6,125 | $2.72M | 0.77% | −217−3.4% | Reduced |
| Financial Perspectives, Inc | 6,143 | $2.72M | 1.20% | +147+2.5% | Added |
| Highlander Partners, L.P. | 6,144 | $2.72M | 3.06% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 6,162 | $2.73M | 0.18% | −161−2.5% | Reduced |
| Parker Financial LLC | 6,178 | $2.74M | 1.98% | +2,733+79.3% | Added |
| USAdvisors Wealth Management, LLC | 6,183 | $2.74M | 1.30% | −35−0.6% | Reduced |
| Ironwood Investment Counsel, LLC | 6,192 | $2.75M | 0.62% | +786+14.5% | Added |
| Rational Advisors LLC | 6,205 | $2.75M | 0.23% | +6,205 | New |
| Cahill Wealth Management, LLC | 6,213 | $2.75M | 1.90% | −359−5.5% | Reduced |
| Selway Asset Management | 6,249 | $2.77M | 1.22% | +400+6.8% | Added |
| Waterloo Capital, L.P. | 6,257 | $2.77M | 0.82% | +667+11.9% | Added |
| LJI Wealth Management, LLC | 6,267 | $2.78M | 0.81% | +119+1.9% | Added |
| Cahill Financial Advisors Inc | 6,279 | $2.78M | 0.45% | +30.0% | Added |
| Bank Ozk | 6,293 | $2.79M | 1.33% | +55+0.9% | Added |
| Zevenbergen Capital Investments LLC | 6,295 | $2.79M | 0.07% | −25−0.4% | Reduced |
| Amussen Hunsaker Associates LLC | 6,303 | $2.79M | 0.62% | −60−0.9% | Reduced |
| Hengehold Capital Management LLC | 6,314 | $2.80M | 0.37% | −988−13.5% | Reduced |
| Sterling Financial Group, Inc. | 6,328 | $2.81M | 1.86% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 6,330 | $2.81M | 0.24% | −452−6.7% | Reduced |
| Monticello Wealth Management, LLC | 6,338 | $2.81M | 0.29% | −161−2.5% | Reduced |
| Rappaport Reiches Capital Management, LLC | 6,352 | $2.82M | 1.18% | −405−6.0% | Reduced |
| Forza Wealth Management, LLC | 6,356 | $2.82M | 1.42% | 00.0% | Unchanged |
| Rossmore Private Capital | 6,364 | $2.82M | 0.42% | −74−1.1% | Reduced |
| Sabal Trust CO | 6,367 | $2.82M | 0.18% | +2,992+88.7% | Added |
| Colonial Trust Co | 6,371 | $2.82M | 0.68% | −6−0.1% | Reduced |
| Carlson Capital Management | 6,372 | $2.82M | 0.17% | −14−0.2% | Reduced |
| Elite Wealth Management, Inc. | 6,400 | $2.84M | 0.95% | +6,400 | New |
| Tompkins Financial Corp | 6,413 | $2.84M | 0.45% | −12−0.2% | Reduced |
| EPIQ Capital Group, LLC | 6,402 | $2.85M | 1.51% | +11+0.2% | Added |
| BCM Advisors, LLC | 6,339 | $2.85M | 0.76% | +112+1.8% | Added |
| Cape Cod Five Cents Savings Bank | 6,432 | $2.85M | 0.30% | −30−0.5% | Reduced |
| Park National Corp | 6,447 | $2.86M | 0.12% | +99+1.6% | Added |
| American State Bank (Iowa) | 6,450 | $2.86M | 1.99% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 6,466 | $2.87M | 2.13% | +108+1.7% | Added |
| Silvant Capital Management LLC | 6,445 | $2.87M | 0.16% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 6,477 | $2.87M | 0.01% | +3,040+88.4% | Added |
| EverSource Wealth Advisors, LLC | 6,483 | $2.87M | 0.32% | +53+0.8% | Added |
| Upper Left Wealth Management, LLC | 6,488 | $2.88M | 3.20% | −135−2.0% | Reduced |
| NVWM, LLC | 6,499 | $2.88M | 0.94% | +1,131+21.1% | Added |
| Edge Wealth Management LLC | 6,502 | $2.88M | 0.63% | −250−3.7% | Reduced |
| Trinity Legacy Partners, LLC | 6,504 | $2.88M | 1.01% | +3,999+159.6% | Added |
| Prosperity Planning, Inc. | 6,533 | $2.90M | 1.20% | −214−3.2% | Reduced |