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 |
|---|---|---|---|---|---|
| Client 1st Advisory Group, LLC | 554 | $245.6K | 0.13% | +25+4.7% | Added |
| Professional Financial Advisors, LLC | 555 | $246.0K | 0.13% | +555 | New |
| Lynch & Associates | 556 | $246.5K | 0.06% | −14−2.5% | Reduced |
| BetterWealth, LLC | 556 | $246.5K | 0.10% | 00.0% | Unchanged |
| Presidio Capital Management, LLC | 558 | $247.3K | 0.20% | +2+0.4% | Added |
| Community Bank of Raymore | 558 | $247.3K | 0.11% | 00.0% | Unchanged |
| Channel Wealth LLC | 558 | $247.3K | 0.14% | −110−16.5% | Reduced |
| Lauterbach Financial Advisors, LLC | 560 | $248.2K | 0.19% | −15−2.6% | Reduced |
| Hoffman, Alan N Investment Management | 560 | $248.2K | 0.15% | +560 | New |
| Strategic Investment Solutions, Inc. | 575 | $248.3K | 0.05% | +1+0.2% | Added |
| Advisory Research Inc | 563 | $249.6K | 0.03% | −334−37.2% | Reduced |
| Mechanics Financial Corp | 566 | $250.9K | 0.14% | −20−3.4% | Reduced |
| Baugh & Associates, LLC | 566 | $250.9K | 0.15% | −10−1.7% | Reduced |
| Cardinal Capital Management | 566 | $251.8K | 0.05% | +46+8.8% | Added |
| RVW Wealth, LLC | 571 | $253.1K | 0.03% | +27+5.0% | Added |
| KilterHowling LLC | 573 | $253.9K | 0.22% | +2+0.4% | Added |
| Live Oak Investment Partners | – | $254.0K | 0.21% | – | – |
| Freedom Wealth Alliance, LLC | 565 | $254.0K | 0.35% | +565 | New |
| Verum Partners LLC | 573 | $254.1K | 0.23% | +573 | New |
| First Financial Corp | 575 | $254.9K | 0.16% | −60−9.4% | Reduced |
| Astoria Strategic Wealth, Inc. | 575 | $254.9K | 0.09% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 575 | $254.9K | 0.20% | −992−63.3% | Reduced |
| RDA Financial Network | 576 | $255.3K | 0.11% | −34−5.6% | Reduced |
| Cascade Investment Advisors, Inc. | 576 | $255.5K | 0.19% | +35+6.5% | Added |
| Mirador Capital Partners LP | 577 | $255.8K | 0.06% | +30+5.5% | Added |
| Advisors Management Group Inc | 577 | $256.0K | 0.08% | −29−4.8% | Reduced |
| Sweet Financial Partners, LLC | 579 | $256.7K | 0.07% | +18+3.2% | Added |
| D. Scott Neal, Inc. | 579 | $256.7K | 0.19% | +579 | New |
| SJA Financial Advisory, LLC | 582 | $258.0K | 0.22% | +2+0.3% | Added |
| Crumly & Associates Inc. | 583 | $258.4K | 0.10% | +73+14.3% | Added |
| Lincoln Capital LLC | 586 | $259.7K | 0.07% | +1+0.2% | Added |
| KC Investment Advisors, LLC | 587 | $260.4K | 0.18% | +38+6.9% | Added |
| Avondale Wealth Management | 588 | $260.4K | 0.22% | +288+96.0% | Added |
| Phillips Wealth Planners LLC | 589 | $261.1K | 0.34% | −7−1.2% | Reduced |
| Acas, LLC | 589 | $261.1K | 0.35% | +10+1.7% | Added |
| O'Brien Greene & Co. Inc | 593 | $263.0K | 0.09% | 00.0% | Unchanged |
| Robinswood Financial LLC | 595 | $264.0K | 0.12% | +595 | New |
| Provident Wealth Management, LLC | 597 | $264.6K | 0.13% | −15−2.5% | Reduced |
| Maltin Wealth Management, Inc. | 599 | $265.4K | 0.19% | −25−4.0% | Reduced |
| Hanlon Investment Management, Inc. | 600 | $266.0K | 0.08% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 601 | $266.0K | 0.00% | −23−3.7% | Reduced |
| Burns Matteson Capital Management, LLC | 601 | $266.6K | 0.16% | +601 | New |
| JGP Wealth Management, LLC | 604 | $267.7K | 0.04% | +45+8.1% | Added |
| Crescent Sterling, Ltd. | 605 | $268.2K | 0.25% | −28−4.4% | Reduced |
| Peloton Wealth Strategists | 610 | $270.0K | 0.12% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 611 | $270.8K | 0.03% | +611 | New |
| Partners in Financial Planning | 612 | $271.3K | 0.07% | +1+0.2% | Added |
| First Citizens Asset Management, Inc. | 612 | $271.3K | 0.11% | +40+7.0% | Added |
| Anchor Capital Advisors LLC | 613 | $271.7K | 0.01% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 614 | $272.3K | 0.08% | −5−0.8% | Reduced |
| Efg Capital International Corp. | 616 | $273.1K | 0.06% | +616 | New |
| EFG Asset Management (Americas) Corp. | 616 | $273.1K | 0.06% | +616 | New |
| Cornerstone National Bank & Trust Co | 621 | $275.3K | 0.16% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 623 | $276.2K | 0.07% | −19−3.0% | Reduced |
| Clark Financial Services Group Inc | 624 | $276.6K | 0.37% | −178−22.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 626 | $277.5K | 0.08% | −333−34.7% | Reduced |
| Wolff Wiese Magana LLC | 627 | $278.1K | 0.21% | −66−9.5% | Reduced |
| Carson Advisory Inc. | 628 | $278.3K | 0.24% | −131−17.3% | Reduced |
| Cutler Capital Management, LLC | 628 | $278.6K | 0.13% | −67−9.6% | Reduced |
| Carlsbad Wealth Advisory Group, Inc. | 629 | $279.0K | 0.18% | +629 | New |
| 180 Wealth Advisors, LLC | 632 | $280.5K | 0.06% | −26−4.0% | Reduced |
| Knightsbridge Asset Management, LLC | 635 | $281.0K | 0.09% | −635−50.0% | Reduced |
| Rise Advisors, LLC | 643 | $285.2K | 0.22% | −64−9.1% | Reduced |
| Pacific Sun Financial Corp | 698 | $285.9K | 0.19% | +698 | New |
| Legacy Bridge, LLC | 647 | $286.8K | 0.19% | 00.0% | Unchanged |
| Center For Asset Management LLC | 650 | $288.0K | 0.27% | +150+30.0% | Added |
| Zullo Investment Group, Inc. | 650 | $288.1K | 0.16% | −32−4.7% | Reduced |
| Bridgecreek Investment Management, LLC | 650 | $288.1K | 0.06% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 650 | $288.1K | 0.03% | +136+26.5% | Added |
| VisionPoint Advisory Group, LLC | 650 | $288.1K | 0.12% | +650 | New |
| Miller Wealth Advisors, LLC | 650 | $288.2K | 0.19% | +381+141.6% | Added |
| Hill Island Financial LLC | 651 | $288.6K | 0.11% | 00.0% | Unchanged |
| Brown Financial Advisory | 654 | $289.9K | 0.24% | −6−0.9% | Reduced |
| Cedar Wealth Management, LLC | 655 | $290.3K | 0.11% | −55−7.7% | Reduced |
| Pacific Sage Partners, LLC | 662 | $293.5K | 0.09% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 664 | $294.3K | 0.07% | +41+6.6% | Added |
| Chemung Canal Trust Co | 664 | $294.3K | 0.06% | +38+6.1% | Added |
| Oak Asset Management, LLC | 665 | $294.8K | 0.12% | 00.0% | Unchanged |
| Quest Investment Management LLC | 666 | $295.2K | 0.04% | 00.0% | Unchanged |
| Bath Savings Trust Co | 666 | $295.2K | 0.03% | +7+1.1% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 666 | $295.2K | 0.23% | +666 | New |
| Wealth Management Associates, Inc. | 667 | $295.7K | 0.17% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 668 | $296.0K | 0.06% | +668 | New |
| Vision Capital Management, Inc. | 670 | $297.0K | 0.05% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 671 | $297.8K | 0.03% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 675 | $299.1K | 0.10% | +120+21.6% | Added |
| Cannon Financial Strategists, Inc. | 677 | $300.1K | 0.08% | −1−0.1% | Reduced |
| Braun-Bostich & Associates Inc. | 677 | $300.1K | 0.64% | +26+4.0% | Added |
| MainStreet Investment Advisors LLC | 678 | $300.5K | 0.03% | −1,135−62.6% | Reduced |
| swisspartners Advisors Ltd | 680 | $301.4K | 0.24% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 682 | $302.4K | 0.14% | +185+37.2% | Added |
| Bridge Advisory, LLC | 683 | $303.0K | 0.11% | +683 | New |
| Princeton Global Asset Management LLC | 684 | $303.1K | 0.09% | −180−20.8% | Reduced |
| Dudley Capital Management, LLC | 687 | $304.5K | 0.20% | +7+1.0% | Added |
| Canton Hathaway, LLC | 690 | $306.0K | 0.10% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 691 | $306.4K | 0.06% | −3−0.4% | Reduced |
| Arcadia Investment Management Corp | 692 | $306.8K | 0.06% | −50−6.7% | Reduced |
| Pflug Koory, LLC | 693 | $307.2K | 0.16% | −35−4.8% | Reduced |
| Pacific Global Investment Management CO | 695 | $308.1K | 0.06% | +20+3.0% | Added |
| Vawter Financial, Ltd. | 696 | $308.5K | 0.27% | +696 | New |