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 |
|---|---|---|---|---|---|
| Pring Turner Capital Group Inc | 697 | $309.0K | 0.28% | 00.0% | Unchanged |
| J2 Capital Management Inc | 699 | $309.9K | 0.37% | +65+10.3% | Added |
| Hudock, Inc. | 699 | $310.0K | 0.07% | +1+0.1% | Added |
| Robbins Farley LLC | 700 | $310.3K | 0.23% | −90−11.4% | Reduced |
| Decatur Capital Management, Inc. | 700 | $310.3K | 0.21% | −2−0.3% | Reduced |
| AF Advisors, Inc. | 700 | $310.3K | 0.10% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 699 | $311.0K | 0.07% | −88−11.2% | Reduced |
| SMH Capital Advisors Inc | 701 | $311.0K | 0.67% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 703 | $311.6K | 0.22% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 706 | $313.1K | 0.04% | +706 | New |
| Greenwood Capital Associates LLC | 707 | $313.2K | 0.04% | −162−18.6% | Reduced |
| Bluesphere Advisors, LLC | 707 | $313.4K | 0.22% | +707 | New |
| Morling Financial Advisors, LLC | 709 | $314.3K | 0.30% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 711 | $315.2K | 0.05% | 00.0% | Unchanged |
| Petix & Botte Co | 714 | $316.5K | 0.10% | +225+46.0% | Added |
| Avaii Wealth Management, LLC | 716 | $317.4K | 0.24% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 719 | $318.6K | 0.06% | −11−1.5% | Reduced |
| Bernardo Wealth Planning LLC | 719 | $318.7K | 0.13% | +2+0.3% | Added |
| Brio Consultants, LLC | 720 | $319.2K | 0.06% | +226+45.7% | Added |
| Garrison Asset Management, LLC | 721 | $319.6K | 0.19% | −10−1.4% | Reduced |
| Mendel Capital Management LLC | 722 | $320.0K | 0.26% | −14−1.9% | Reduced |
| Financial Strategies Group, Inc. | 722 | $320.0K | 0.10% | +722 | New |
| Cheviot Value Management, LLC | 722 | $320.1K | 0.07% | −68−8.6% | Reduced |
| United Bank | 723 | $320.5K | 0.18% | −40−5.2% | Reduced |
| Certus Wealth Management, LLC | 728 | $322.7K | 0.32% | +728 | New |
| Telos Capital Management, Inc. | 731 | $324.0K | 0.04% | −30−3.9% | Reduced |
| Pointe Capital Management LLC | 733 | $325.1K | 0.25% | −6,604−90.0% | Reduced |
| Mayfair Advisory Group, LLC | 742 | $325.2K | 0.32% | +9+1.2% | Added |
| Blue Zone Wealth Advisors, LLC | 734 | $325.4K | 0.15% | −139−15.9% | Reduced |
| PSI Advisors, LLC | 734 | $325.4K | 0.14% | −124−14.5% | Reduced |
| Coco Enterprises, LLC | 737 | $326.4K | 0.25% | −184−20.0% | Reduced |
| Brown Wealth Management, LLC | 741 | $328.5K | 0.17% | +741 | New |
| Petra Financial Advisors Inc | 743 | $329.4K | 0.29% | −148−16.6% | Reduced |
| Beacon Investment Advisors LLC | 745 | $330.1K | 0.23% | −19−2.5% | Reduced |
| Eudaimonia Advisors LLC | 749 | $332.0K | 0.22% | −160−17.6% | Reduced |
| Stokes Family Office, LLC | 749 | $332.0K | 0.04% | +18+2.5% | Added |
| Maryland Capital Advisors Inc. | 750 | $332.5K | 0.27% | 00.0% | Unchanged |
| FinDec Wealth Services, Inc. | 751 | $333.0K | 0.23% | +170+29.3% | Added |
| Community Bank & Trust, Waco, Texas | 752 | $333.0K | 0.10% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 752 | $333.3K | 0.04% | −200−21.0% | Reduced |
| Seascape Capital Management | 754 | $334.0K | 0.16% | −49−6.1% | Reduced |
| Capstone Triton Financial Group, LLC | 758 | $336.0K | 0.23% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 765 | $339.0K | 0.13% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 765 | $339.1K | 0.30% | −562−42.4% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 768 | $340.4K | 0.21% | −16−2.0% | Reduced |
| ICONIQ Capital, LLC | 769 | $340.9K | 0.01% | +3+0.4% | Added |
| R. W. Roge & Company, Inc. | 771 | $341.0K | 0.24% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 769 | $341.0K | 0.25% | +1+0.1% | Added |
| Eagle Harbor Asset Management Inc | 773 | $342.7K | 0.45% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 776 | $343.8K | 0.53% | +6+0.8% | Added |
| Planned Solutions, Inc. | 776 | $344.0K | 0.20% | +25+3.3% | Added |
| Corrigan Financial, Inc. | 779 | $345.2K | 0.11% | −21−2.6% | Reduced |
| TCWP LLC | 780 | $345.8K | 0.07% | −418−34.9% | Reduced |
| Watchman Group, Inc. | 780 | $345.8K | 0.17% | 00.0% | Unchanged |
| Mendel Money Management | 780 | $346.0K | 0.18% | +11+1.4% | Added |
| Schoolcraft Capital LLC | 782 | $346.7K | 0.10% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 783 | $347.1K | 0.07% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 786 | $348.4K | 0.21% | +49+6.6% | Added |
| Norwood Financial Corp | 787 | $348.8K | 0.52% | 00.0% | Unchanged |
| SPC Financial, Inc. | 788 | $349.3K | 0.04% | +229+41.0% | Added |
| AIMZ Investment Advisors, LLC | 790 | $350.0K | 0.15% | +1+0.1% | Added |
| SevenBridge Financial Group, LLC | 797 | $353.3K | 0.09% | −7−0.9% | Reduced |
| Regimen Wealth, LLC | 798 | $353.9K | 0.15% | −89−10.0% | Reduced |
| RS Crum Inc. | 799 | $354.0K | 0.13% | −9−1.1% | Reduced |
| Bollard Group LLC | 800 | $355.0K | 0.01% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 801 | $355.1K | 0.12% | +33+4.3% | Added |
| Adamsbrown Wealth Consultants LLC | 802 | $355.6K | 0.19% | −150−15.8% | Reduced |
| Harbor Advisory Corp | 806 | $357.3K | 0.13% | +806 | New |
| Archer Investment Corp | 807 | $357.7K | 0.13% | +53+7.0% | Added |
| Carmichael Hill & Associates, Inc. | 808 | $358.2K | 0.17% | +666+469.0% | Added |
| Piscataqua Savings Bank | 810 | $359.0K | 0.29% | −40−4.7% | Reduced |
| Triune Financial Partners, LLC | 812 | $360.1K | 0.15% | +3+0.4% | Added |
| Colton Groome Financial Advisors, LLC | 815 | $361.3K | 0.17% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 816 | $361.7K | 0.21% | −3−0.4% | Reduced |
| Check Capital Management Inc | 816 | $361.7K | 0.03% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 815 | $362.5K | 0.15% | +67+9.0% | Added |
| Marble Harbor Investment Counsel, LLC | 821 | $363.8K | 0.05% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 821 | $363.9K | 0.08% | – | – |
| Kensington Investment Counsel, LLC | 824 | $365.2K | 0.23% | −89−9.7% | Reduced |
| Walker Asset Management, LLC | 826 | $366.1K | 0.30% | +127+18.2% | Added |
| Regal Wealth Group, Inc. | 835 | $366.3K | 0.24% | −126−13.1% | Reduced |
| Gibraltar Capital Management, Inc. | 827 | $366.4K | 0.16% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 799 | $367.5K | 0.15% | −7,891−90.8% | Reduced |
| Elevated Capital Advisors, LLC | 831 | $368.4K | 0.12% | +283+51.6% | Added |
| ShankerValleau Wealth Advisors, Inc. | 837 | $371.0K | 0.20% | +290+53.0% | Added |
| McNaughton Wealth Management, LLC | 838 | $371.5K | 0.24% | −8−0.9% | Reduced |
| Legacy Financial Group, Inc. | 840 | $372.4K | 0.19% | −9−1.1% | Reduced |
| RF&L Wealth Management, LLC | 842 | $373.2K | 0.34% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 842 | $373.2K | 0.16% | +19+2.3% | Added |
| Financial Life Advisors | 846 | $375.0K | 0.16% | −113−11.8% | Reduced |
| Laffer Tengler Investments | 847 | $375.5K | 0.10% | −315−27.1% | Reduced |
| Stewardship Advisors, LLC | 848 | $375.9K | 0.14% | +223+35.7% | Added |
| LPWM LLC | 852 | $378.1K | 0.17% | 00.0% | Unchanged |
| Dopkins Wealth Management, LLC | 853 | $378.1K | 0.34% | −11−1.3% | Reduced |
| Fishman Jay A Ltd | 855 | $379.0K | 0.05% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 852 | $379.1K | 0.02% | −19−2.2% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 856 | $379.4K | 0.31% | −61−6.7% | Reduced |
| DeDora Capital, Inc. | 856 | $379.4K | 0.15% | −20−2.3% | Reduced |
| Crew Capital Management, Ltd. | 858 | $380.3K | 0.43% | −9−1.0% | Reduced |
| Vise Technologies, Inc. | 861 | $381.6K | 0.09% | −33−3.7% | Reduced |