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 |
|---|---|---|---|---|---|
| Silverlake Wealth Management LLC | 862 | $382.0K | 0.21% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 863 | $382.6K | 0.11% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 864 | $383.0K | 0.17% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 864 | $383.1K | 0.16% | +170+24.5% | Added |
| Concord Asset Management, LLC | 865 | $383.4K | 0.14% | 00.0% | Unchanged |
| Slagle Financial, LLC | 865 | $383.5K | 0.24% | +865 | New |
| FSA Wealth Management LLC | 866 | $383.8K | 0.21% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 867 | $384.4K | 0.36% | +8+0.9% | Added |
| Meridian Wealth Partners, LLC | 871 | $386.3K | 0.08% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 877 | $388.8K | 0.22% | 00.0% | Unchanged |
| Academy Capital Management Inc | 877 | $388.8K | 0.08% | +877 | New |
| Blue Barn Wealth, LLC | 878 | $389.1K | 0.25% | −415−32.1% | Reduced |
| Advocate Group LLC | 879 | $389.6K | 0.09% | 00.0% | Unchanged |
| STRS Ohio | 880 | $390.0K | 0.00% | +265+43.1% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 880 | $390.1K | 0.26% | +2+0.2% | Added |
| One + One Wealth Management, LLC | 883 | $391.4K | 0.25% | +883 | New |
| Apeiron RIA LLC | 885 | $392.3K | 0.13% | +31+3.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 887 | $393.2K | 0.09% | −100−10.1% | Reduced |
| National Wealth Management Group, LLC | 887 | $395.5K | 0.41% | −2,446−73.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 895 | $396.9K | 0.18% | +895 | New |
| Rowland & Co Investment Counsel | 896 | $397.2K | 0.09% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 897 | $397.5K | 0.04% | −279−23.7% | Reduced |
| James J. Burns & Company, LLC | 899 | $398.0K | 0.10% | −61−6.4% | Reduced |
| Ade, LLC | 898 | $398.1K | 0.28% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 898 | $398.1K | 0.15% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 901 | $399.4K | 0.13% | −1,250−58.1% | Reduced |
| Mason & Associates Inc | 903 | $400.3K | 0.12% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 905 | $401.2K | 0.21% | 00.0% | Unchanged |
| Topel & Distasi Wealth Management, LLC | 907 | $401.9K | 0.20% | −6−0.7% | Reduced |
| Lakewood Asset Management LLC | 913 | $404.6K | 0.32% | −6−0.7% | Reduced |
| Waterford Advisors, LLC | 914 | $405.0K | 0.19% | −234−20.4% | Reduced |
| Eagle Bay Advisors LLC | 919 | $407.4K | 0.23% | +817+801.0% | Added |
| Great Waters Wealth Management | 920 | $408.0K | 0.08% | −210−18.6% | Reduced |
| KCS Wealth Advisory | 921 | $408.3K | 0.14% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 922 | $408.7K | 0.06% | −113−10.9% | Reduced |
| Transatlantique Private Wealth LLC | 923 | $409.1K | 0.21% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 925 | $409.9K | 0.15% | +6+0.7% | Added |
| Royal Fund Management, LLC | 928 | $411.5K | 0.06% | −34−3.5% | Reduced |
| United Community Bank | 929 | $411.8K | 0.36% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 930 | $412.3K | 0.11% | 00.0% | Unchanged |
| Landaas & Co | 933 | $413.0K | 0.18% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 933 | $413.5K | 0.08% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 936 | $415.2K | 0.30% | +3+0.3% | Added |
| HHM Wealth Advisors, LLC | 937 | $415.4K | 0.08% | +90+10.6% | Added |
| Diligent Investors, LLC | 937 | $415.4K | 0.12% | −711−43.1% | Reduced |
| Total Wealth Planning, LLC | 937 | $415.5K | 0.09% | −980−51.1% | Reduced |
| Colonial River Wealth Management, LLC | 939 | $416.2K | 0.27% | +142+17.8% | Added |
| David R. Rahn & Associates Inc. | 940 | $416.5K | 0.19% | +940 | New |
| Cornerstone Management, Inc. | 940 | $416.7K | 0.11% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 942 | $417.6K | 0.17% | +80+9.3% | Added |
| DGS Capital Management, LLC | 943 | $418.1K | 0.21% | +105+12.5% | Added |
| Golden State Equity Partners | 944 | $418.4K | 0.12% | +944 | New |
| Forum Private Client Group LLC | 945 | $418.9K | 0.24% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 945 | $419.0K | 0.23% | +5+0.5% | Added |
| Planning Center, Inc. | 947 | $419.8K | 0.11% | +231+32.3% | Added |
| Bridges Investment Management Inc | 951 | $421.6K | 0.01% | −5−0.5% | Reduced |
| Sanders Morris Harris LLC | 951 | $421.6K | 0.09% | +244+34.5% | Added |
| Keystone Financial Services | 951 | $421.6K | 0.22% | 00.0% | Unchanged |
| Vantage Investment Partners, LLC | 952 | $422.0K | 0.05% | −5,230−84.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 952 | $422.0K | 0.15% | 00.0% | Unchanged |
| FC Advisory LLC | 958 | $424.6K | 0.17% | +44+4.8% | Added |
| Concorde Asset Management, LLC | 959 | $425.3K | 0.39% | +13+1.4% | Added |
| Bluestem Financial Advisors, LLC | 961 | $426.0K | 0.26% | 00.0% | Unchanged |
| Stegner Investment Associates Inc. | 964 | $427.4K | 0.35% | +1+0.1% | Added |
| Rezny Wealth Management, Inc. | 966 | $428.2K | 0.14% | +237+32.5% | Added |
| Ethos Financial Group, LLC | 1,046 | $429.0K | 0.14% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 971 | $430.4K | 0.30% | +219+29.1% | Added |
| Capital Research Global Investors | 988 | $433.0K | 0.00% | +115+13.2% | Added |
| TD Capital Management LLC | 980 | $434.3K | 0.05% | +4+0.4% | Added |
| Wealth Effects LLC | 980 | $434.5K | 0.19% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 981 | $435.4K | 0.11% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 984 | $436.0K | 0.14% | −576−36.9% | Reduced |
| Seneca Financial Advisors LLC | 984 | $436.1K | 0.29% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 986 | $437.2K | 0.02% | −355−26.5% | Reduced |
| Truvestments Capital LLC | 987 | $437.3K | 0.22% | −176−15.1% | Reduced |
| Cedrus LLC | 988 | $438.0K | 0.31% | −2,256−69.5% | Reduced |
| Abbot Financial Management, Inc. | 989 | $438.4K | 0.28% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 988 | $439.8K | 0.41% | +287+40.9% | Added |
| Arden Trust Co | 993 | $440.0K | 0.07% | −104−9.5% | Reduced |
| TCTC Holdings, LLC | 997 | $441.9K | 0.02% | +2+0.2% | Added |
| Acima Private Wealth, LLC | 999 | $442.8K | 0.21% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,000 | $443.0K | 0.05% | −128−11.3% | Reduced |
| Palisade Capital Management LLC | 1,000 | $443.3K | 0.01% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 1,001 | $443.7K | 0.15% | +1+0.1% | Added |
| Investors Research Corp | 1,004 | $444.8K | 0.11% | +24+2.4% | Added |
| Athena Investment Management | 1,006 | $445.8K | 0.31% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 1,012 | $448.6K | 0.20% | −24−2.3% | Reduced |
| Magnolia Capital Advisors LLC | 1,013 | $449.1K | 0.23% | −88−8.0% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,016 | $450.4K | 0.00% | −50−4.7% | Reduced |
| Peachtree Investment Partners, LLC | 1,018 | $451.4K | 0.21% | −25−2.4% | Reduced |
| First National Bank Sioux Falls | 1,021 | $452.6K | 0.29% | 00.0% | Unchanged |
| Sara-Bay Financial | 1,024 | $453.8K | 0.22% | +7+0.7% | Added |
| Thompson Davis & Co., Inc. | 1,024 | $453.9K | 0.51% | −535−34.3% | Reduced |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 1,025 | $454.0K | 0.22% | +343+50.3% | Added |
| Eastover Investment Advisors LLC | 1,025 | $454.4K | 0.24% | 00.0% | Unchanged |
| Ballast, Inc. | 1,026 | $454.8K | 0.17% | −160−13.5% | Reduced |
| Essex Private Wealth Management, LLC | 1,027 | $455.3K | 1.57% | +151+17.2% | Added |
| Bellwether Advisors, LLC | 1,031 | $457.0K | 0.13% | −146−12.4% | Reduced |
| Silver Lake Advisory, LLC | 1,035 | $458.6K | 0.25% | +2+0.2% | Added |
| Elmwood Wealth Management, Inc. | 1,035 | $458.8K | 0.21% | 00.0% | Unchanged |