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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Financial Connections Group, Inc. | 352 | $156.0K | 0.10% | 00.0% | Unchanged |
| Gleason Group, Inc. | 365 | $162.0K | 0.04% | +1+0.3% | Added |
| Carolina Wealth Advisors, LLC | 369 | $163.6K | 0.10% | +297+412.5% | Added |
| Dougherty Wealth Advisers LLC | 372 | $164.9K | 0.23% | −60−13.9% | Reduced |
| Lee Financial Co | 376 | $166.6K | 0.03% | −2−0.5% | Reduced |
| Ridgewood Investments LLC | 382 | $169.2K | 0.10% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 382 | $169.6K | 0.13% | +21+5.8% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 388 | $171.8K | 0.13% | −79−16.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 390 | $172.9K | 0.07% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 391 | $173.3K | 0.12% | −451−53.6% | Reduced |
| 1832 Asset Management L.P. | 398 | $176.4K | 0.00% | +398 | New |
| Global Wealth Strategies & Associates | 399 | $176.9K | 0.08% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 415 | $183.8K | 0.05% | +9+2.2% | Added |
| Alpha DNA Investment Management LLC | 429 | $190.2K | 0.11% | +10+2.4% | Added |
| Ten Capital Wealth Advisors, LLC | 442 | $195.0K | 0.06% | −275−38.4% | Reduced |
| Mascoma Wealth Management LLC | 442 | $198.3K | 0.06% | −1,601−78.4% | Reduced |
| Pecaut & Co. | 452 | $200.4K | 0.08% | +452 | New |
| Alterity Financial Group, LLC | 452 | $200.5K | 0.29% | +452 | New |
| Blume Capital Management, Inc. | 453 | $200.8K | 0.06% | −31−6.4% | Reduced |
| Kennedy Investment Group | 453 | $200.8K | 0.12% | +453 | New |
| Landmark Wealth Management, LLC | 454 | $201.0K | 0.18% | +454 | New |
| Atlas Wealth Partners, LLC | 444 | $201.0K | 0.58% | +444 | New |
| Fermata Advisors, LLC | 455 | $201.5K | 0.18% | −1,494−76.7% | Reduced |
| Legacy Financial Advisors, Inc. | 455 | $201.7K | 0.04% | +455 | New |
| Schiavi & Co LLC | 458 | $203.0K | 0.08% | +458 | New |
| Whitener Capital Management, Inc. | 461 | $204.4K | 0.08% | +461 | New |
| Stableford Capital II LLC | 459 | $204.7K | 0.09% | −2,527−84.6% | Reduced |
| Kraematon Investment Advisors, Inc | 463 | $205.2K | 0.23% | −55−10.6% | Reduced |
| JT Stratford LLC | 465 | $206.2K | 0.06% | +465 | New |
| Wealthcare Capital Management LLC | 466 | $206.6K | 0.02% | +466 | New |
| KLR Investment Advisors, LLC | 465 | $206.9K | 0.17% | +465 | New |
| JB Capital LLC | 467 | $206.9K | 0.02% | +467 | New |
| Menlo Advisors LLC | 470 | $208.0K | 0.13% | +470 | New |
| Hall Private Wealth Advisors | 469 | $208.1K | 0.11% | −24−4.9% | Reduced |
| Orcam Financial Group | 475 | $210.0K | 0.29% | +475 | New |
| Canvas Wealth Advisors, LLC | 463 | $210.1K | 0.08% | +463 | New |
| Schulhoff & Co Inc | 475 | $210.6K | 0.10% | +475 | New |
| Presilium Private Wealth, LLC | 475 | $210.6K | 0.07% | +475 | New |
| Adaptive Financial Consulting, LLC | 475 | $210.7K | 0.12% | +475 | New |
| PCA Investment Advisory Services Inc. | 476 | $211.3K | 0.13% | −100−17.4% | Reduced |
| tru Independence LLC | 477 | $211.4K | 0.07% | +477 | New |
| Eagle Ridge Investment Management | 477 | $211.4K | 0.02% | −120−20.1% | Reduced |
| Windsor Advisory Group, LLC | 478 | $211.7K | 0.52% | −81−14.5% | Reduced |
| Blackhill Capital Inc | 478 | $211.9K | 0.02% | 00.0% | Unchanged |
| Camden National Bank | 480 | $212.8K | 0.04% | +480 | New |
| Strategic Financial Partners, Ltd. | 481 | $213.2K | 0.12% | +481 | New |
| New World Advisors LLC | 483 | $214.1K | 0.08% | +483 | New |
| West Wealth Group, LLC | 484 | $214.7K | 0.09% | +484 | New |
| Stillwater Capital Advisors, LLC | 487 | $215.9K | 0.04% | +487 | New |
| Continental Investors Services, Inc. | 480 | $216.4K | 0.26% | +480 | New |
| Twelve Points Wealth Management LLC | 489 | $216.7K | 0.12% | −152−23.7% | Reduced |
| Viawealth, LLC | 489 | $216.8K | 0.16% | 00.0% | Unchanged |
| Clifford Group, LLC | 490 | $217.3K | 0.23% | +490 | New |
| CBIZ Investment Advisory Services, LLC | 493 | $219.3K | 0.02% | 00.0% | Unchanged |
| Veriti Management LLC | 496 | $220.0K | 0.02% | +1+0.2% | Added |
| Harbour Investment Management LLC | 496 | $220.5K | 0.12% | −110−18.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 499 | $221.0K | 0.09% | −20−3.9% | Reduced |
| Nichols & Pratt Advisers LLP | 500 | $221.6K | 0.02% | −115−18.7% | Reduced |
| Harfst & Associates, Inc. | 500 | $221.6K | 0.06% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 500 | $221.6K | 0.02% | 00.0% | Unchanged |
| Briggs Advisory Group, Inc. | 500 | $221.6K | 0.12% | 00.0% | Unchanged |
| Shay Capital LLC | 500 | $221.6K | 0.08% | +500 | New |
| Wealth Management Solutions, LLC | 500 | $221.7K | 0.14% | −156−23.8% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 506 | $224.3K | 0.20% | +2+0.4% | Added |
| Ironwood Investment Management LLC | 507 | $224.7K | 0.13% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 510 | $226.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Kansas | 510 | $226.0K | 0.14% | 00.0% | Unchanged |
| Matisse Capital | 510 | $226.2K | 0.14% | +1+0.2% | Added |
| WP Advisors, LLC | 511 | $226.3K | 0.09% | +2+0.4% | Added |
| Davis-Rea Ltd. | 509 | $226.5K | 0.13% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 511 | $226.5K | 0.04% | 00.0% | Unchanged |
| McRae Capital Management Inc | 512 | $227.0K | 0.06% | −460−47.3% | Reduced |
| Planning Directions Inc | 513 | $227.0K | 0.17% | −171−25.0% | Reduced |
| 44 Wealth Management LLC | 513 | $227.4K | 0.08% | −21−3.9% | Reduced |
| Jag Capital Management, LLC | 515 | $228.4K | 0.03% | −320−38.3% | Reduced |
| Ted Buchan & Co | 515 | $228.6K | 0.18% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 518 | $230.0K | 0.06% | +1+0.2% | Added |
| Insight Folios Inc | 519 | $230.1K | 0.10% | +519 | New |
| Strong Tower Advisory Services | 520 | $230.9K | 0.11% | +1+0.2% | Added |
| Highlander Capital Management, LLC | 520 | $231.0K | 0.11% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 553 | $231.1K | 0.03% | −549−49.8% | Reduced |
| Level Financial Advisors, Inc. | 522 | $231.4K | 0.13% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 523 | $231.8K | 0.15% | −42−7.4% | Reduced |
| WealthCare Investment Partners, LLC | 524 | $232.0K | 0.14% | +18+3.6% | Added |
| Independent Solutions Wealth Management, LLC | 525 | $232.7K | 0.06% | +525 | New |
| Security National Bank of Sioux City Iowa | 530 | $234.9K | 0.18% | +530 | New |
| Gray Wealth Management Inc. | 530 | $235.1K | 0.12% | −277−34.3% | Reduced |
| Beck Mack & Oliver LLC | 531 | $235.4K | 0.01% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 531 | $235.4K | 0.41% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 535 | $237.2K | 0.14% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 536 | $237.6K | 0.22% | +1+0.2% | Added |
| NCM Capital Management, LLC | 536 | $237.6K | 0.17% | +7+1.3% | Added |
| CKW Financial Group | 537 | $238.0K | 0.04% | +5+0.9% | Added |
| Herold Advisors, Inc. | 539 | $238.9K | 0.07% | +539 | New |
| Greytown Advisors Inc. | 539 | $239.8K | 0.13% | +539 | New |
| Northwest Quadrant Wealth Management, LLC | 546 | $241.8K | 0.07% | +2+0.4% | Added |
| Disciplined Equity Management, Inc. | 546 | $242.0K | 0.20% | 00.0% | Unchanged |
| Harvest Investment Advisors, LLC | 548 | $242.9K | 0.21% | −542−49.7% | Reduced |
| Davidson Trust Co | 549 | $243.4K | 0.18% | 00.0% | Unchanged |
| Alpha Financial Advisors, LLC | 550 | $243.9K | 0.15% | +5+0.9% | Added |