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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 7,654 | $3.39M | 0.47% | +196+2.6% | Added |
| Cordatus Wealth Management LLC | 7,648 | $3.39M | 1.27% | +2,026+36.0% | Added |
| Personal Cfo Solutions, LLC | 7,650 | $3.39M | 0.69% | −193−2.5% | Reduced |
| Truepoint, Inc. | 7,662 | $3.40M | 0.11% | −318−4.0% | Reduced |
| Capital Insight Partners, LLC | 7,668 | $3.40M | 0.76% | +1,163+17.9% | Added |
| Raffa Wealth Management, LLC | 7,682 | $3.41M | 1.16% | +6+0.1% | Added |
| Apella Capital, LLC | 7,682 | $3.41M | 0.24% | +7,682 | New |
| Meridian Investment Counsel Inc. | 7,706 | $3.42M | 1.22% | −610−7.3% | Reduced |
| ELCO Management Co., LLC | 7,715 | $3.42M | 2.47% | −1,099−12.5% | Reduced |
| Resolute Partners Group | 7,699 | $3.43M | 0.36% | +15+0.2% | Added |
| Levin Capital Strategies, L.P. | 7,740 | $3.43M | 0.40% | +6+0.1% | Added |
| Outlook Wealth Advisors, LLC | 7,745 | $3.43M | 1.30% | +1,582+25.7% | Added |
| Covenant Asset Management, LLC | 7,763 | $3.44M | 1.01% | +51+0.7% | Added |
| Lockerman Financial Group, Inc. | 7,764 | $3.44M | 9.56% | +374+5.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,766 | $3.44M | 0.65% | +4,100+111.8% | Added |
| Evergreen Advisors, LLC | 7,768 | $3.44M | 1.22% | −553−6.6% | Reduced |
| CSS LLC | 7,771 | $3.44M | 0.27% | −7,206−48.1% | Reduced |
| ORG Partners LLC | 7,766 | $3.45M | 0.56% | +7,766 | New |
| Silver Oak Securities, Inc | 7,788 | $3.45M | 0.56% | −263−3.3% | Reduced |
| XY Capital Ltd | 7,791 | $3.45M | 6.66% | −43,274−84.7% | Reduced |
| Almanack Investment Partners, LLC. | 7,810 | $3.46M | 0.61% | −442−5.4% | Reduced |
| Marietta Wealth Management, LLC | 7,810 | $3.46M | 0.65% | −240−3.0% | Reduced |
| Ausdal Financial Partners, Inc. | 7,821 | $3.47M | 0.47% | −3,218−29.2% | Reduced |
| Cohen Capital Management, Inc. | 7,864 | $3.49M | 0.68% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 7,869 | $3.49M | 0.70% | −130−1.6% | Reduced |
| Long Run Wealth Advisors, LLC | 7,881 | $3.49M | 1.11% | −14−0.2% | Reduced |
| Private Wealth Partners, LLC | 7,905 | $3.50M | 0.32% | −640−7.5% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 7,914 | $3.51M | 0.34% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 7,927 | $3.51M | 2.68% | −903−10.2% | Reduced |
| SL Advisors, LLC | 7,930 | $3.52M | 7.90% | 00.0% | Unchanged |
| VeraBank, N.A. | 7,935 | $3.52M | 1.35% | −8−0.1% | Reduced |
| Annex Advisory Services, LLC | 7,937 | $3.52M | 0.20% | −347−4.2% | Reduced |
| Toroso Investments, LLC | 7,928 | $3.52M | 0.10% | −130−1.6% | Reduced |
| Sightline Wealth Advisors, LLC | 8,610 | $3.52M | 3.50% | 00.0% | Unchanged |
| Dohj, LLC | 7,958 | $3.53M | 1.51% | −5,827−42.3% | Reduced |
| Clientfirst Wealth Management, LLC | 7,861 | $3.53M | 4.20% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 7,976 | $3.54M | 0.13% | +2,134+36.5% | Added |
| Madison Wealth Partners, Inc | 7,978 | $3.54M | 1.65% | +29+0.4% | Added |
| Ridgecrest Wealth Partners, LLC | 7,996 | $3.54M | 2.34% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 7,999 | $3.55M | 0.82% | 00.0% | Unchanged |
| Clear Street Markets LLC | 8,050 | $3.57M | 1.48% | −3,418−29.8% | Reduced |
| Cherrydale Wealth Management, LLC | 8,066 | $3.58M | 2.50% | +30+0.4% | Added |
| Orin Green Financial, LLC | 8,070 | $3.58M | 1.87% | 00.0% | Unchanged |
| Laraway Financial Inc | 8,077 | $3.58M | 3.54% | −163−2.0% | Reduced |
| Sequent Asset Management, LLC | 8,109 | $3.59M | 3.90% | +2,361+41.1% | Added |
| Callan Capital, LLC | 8,167 | $3.62M | 0.40% | −895−9.9% | Reduced |
| TruWealth Advisors, LLC | 8,182 | $3.63M | 0.31% | −187−2.2% | Reduced |
| Chesapeake Wealth Management | 8,194 | $3.63M | 1.43% | +108+1.3% | Added |
| Braun Stacey Associates Inc | 8,210 | $3.64M | 0.17% | −8,214−50.0% | Reduced |
| Sturgeon Ventures LLP | 8,444 | $3.64M | 4.93% | −7,028−45.4% | Reduced |
| Pegasus Asset Management, Inc. | 8,256 | $3.66M | 1.63% | −59−0.7% | Reduced |
| Two Point Capital Management, Inc. | 8,264 | $3.66M | 1.91% | +7,596+1,137.1% | Added |
| NWK Group, Inc. | 8,274 | $3.67M | 2.15% | −136−1.6% | Reduced |
| Hallmark Capital Management Inc | 8,299 | $3.68M | 0.33% | −51−0.6% | Reduced |
| Clarity Financial LLC | 8,308 | $3.68M | 0.55% | +8,308 | New |
| McDonald Partners LLC | 8,371 | $3.71M | 1.13% | −195−2.3% | Reduced |
| Regis Acquisition Inc. | 8,372 | $3.71M | 1.54% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8,446 | $3.71M | 2.44% | +8,446 | New |
| Overbrook Management Corp | 8,386 | $3.72M | 0.88% | −1,025−10.9% | Reduced |
| Hamilton Point Investment Advisors, LLC | 8,360 | $3.72M | 0.89% | −14−0.2% | Reduced |
| WMS Partners, LLC | 8,411 | $3.73M | 0.29% | −957−10.2% | Reduced |
| Metlife Inc | 8,421 | $3.73M | 35.57% | −368−4.2% | Reduced |
| Alley Investment Management Company, LLC | 8,416 | $3.73M | 0.60% | −16−0.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,472 | $3.76M | 0.04% | +835+10.9% | Added |
| McAlister, Sweet & Associates, Inc. | 8,475 | $3.76M | 3.23% | −4,814−36.2% | Reduced |
| Guidance Point Advisors, LLC | 8,475 | $3.76M | 1.44% | +7+0.1% | Added |
| Spence Asset Management | 8,482 | $3.76M | 1.05% | +1,453+20.7% | Added |
| Cassaday & Co Wealth Management LLC | 8,484 | $3.76M | 0.15% | −1,120−11.7% | Reduced |
| Tower View Investment Management & Research LLC | 8,506 | $3.77M | 2.56% | −690−7.5% | Reduced |
| Omega Financial Group, LLC | 8,511 | $3.77M | 1.73% | −23−0.3% | Reduced |
| Capital Investment Advisory Services, LLC | 8,517 | $3.78M | 0.37% | −6,762−44.3% | Reduced |
| Weinberger Asset Management, Inc | 8,519 | $3.78M | 2.08% | −26−0.3% | Reduced |
| Waycross Investment Management Co | 8,553 | $3.79M | 3.95% | −75−0.9% | Reduced |
| Loudon Investment Management, LLC | 8,578 | $3.80M | 2.51% | +399+4.9% | Added |
| RWM Asset Management, LLC | 8,411 | $3.80M | 0.73% | −30−0.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 8,591 | $3.81M | 0.04% | −906−9.5% | Reduced |
| Harvest Investment Services, LLC | 8,598 | $3.81M | 2.17% | +2,797+48.2% | Added |
| Donaldson Capital Management, LLC | 8,606 | $3.81M | 0.17% | −94−1.1% | Reduced |
| Sage Rhino Capital LLC | 8,614 | $3.82M | 1.06% | +22+0.3% | Added |
| Garden State Investment Advisory Services LLC | 8,615 | $3.82M | 1.69% | +738+9.4% | Added |
| My Personal CFO, LLC | 8,636 | $3.83M | 3.01% | +39+0.5% | Added |
| Operose Advisors LLC | 8,678 | $3.85M | 1.74% | 00.0% | Unchanged |
| Family Legacy, Inc. | 8,698 | $3.86M | 1.55% | −183−2.1% | Reduced |
| United Bank | 8,730 | $3.87M | 0.48% | −2,166−19.9% | Reduced |
| Colony Family Offices, LLC | 8,719 | $3.88M | 1.64% | −1,303−13.0% | Reduced |
| Rollins Financial | 8,758 | $3.88M | 1.06% | −1,256−12.5% | Reduced |
| Berger Financial Group, Inc | 8,765 | $3.89M | 0.44% | −1,478−14.4% | Reduced |
| WPWealth LLP | 8,782 | $3.89M | 1.67% | 00.0% | Unchanged |
| Emfo, LLC | 8,811 | $3.91M | 3.54% | +82+0.9% | Added |
| B & T Capital Management DBA Alpha Capital Management | 10,217 | $3.91M | 0.98% | 00.0% | Unchanged |
| Certified Advisory Corp | 8,820 | $3.91M | 0.72% | +574+7.0% | Added |
| Sterneck Capital Management, LLC | 8,820 | $3.91M | 2.40% | −154−1.7% | Reduced |
| Wealthstream Advisors, Inc. | 8,871 | $3.93M | 2.06% | +20.0% | Added |
| ZWJ Investment Counsel Inc | 8,886 | $3.94M | 0.21% | −221−2.4% | Reduced |
| Orca Investment Management, LLC | 8,890 | $3.94M | 4.29% | −132−1.5% | Reduced |
| RKL Wealth Management LLC | 8,895 | $3.94M | 0.47% | +10.0% | Added |
| Madden Advisory Services, Inc. | 8,908 | $3.95M | 2.56% | +11+0.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,912 | $3.95M | 0.55% | −8,651−49.3% | Reduced |
| MTM Investment Management, LLC | 8,942 | $3.96M | 1.93% | −255−2.8% | Reduced |
| Private Capital Management, LLC | 8,958 | $3.97M | 0.48% | +2,277+34.1% | Added |