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 |
|---|---|---|---|---|---|
| Opus Capital Group, LLC | 1,036 | $459.0K | 0.08% | −16−1.5% | Reduced |
| Quarry Hill Advisors, LLC | 1,038 | $460.1K | 0.42% | −473−31.3% | Reduced |
| Wealthspan Partners, LLC | 1,039 | $460.5K | 0.36% | 00.0% | Unchanged |
| Security National Bank | 1,044 | $462.8K | 0.12% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 1,044 | $462.8K | 0.33% | +20+2.0% | Added |
| Pacific Center for Financial Services | 1,044 | $462.8K | 0.15% | 00.0% | Unchanged |
| 25 LLC | 1,030 | $463.3K | 0.26% | −16−1.5% | Reduced |
| TPG Financial Advisors, LLC | 1,048 | $464.6K | 0.24% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 1,051 | $465.7K | 0.08% | 00.0% | Unchanged |
| HT Partners LLC | 1,051 | $465.9K | 0.13% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 1,053 | $466.8K | 0.23% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,054 | $467.2K | 0.07% | +6+0.6% | Added |
| Clark Estates Inc | 1,054 | $467.2K | 0.08% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,057 | $468.5K | 0.47% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,058 | $469.0K | 0.31% | 00.0% | Unchanged |
| Columbus Macro, LLC | 1,059 | $469.4K | 0.19% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,367 | $470.1K | 0.06% | −16−1.2% | Reduced |
| Costello Asset Management, INC | 1,063 | $471.3K | 0.40% | +329+44.8% | Added |
| New England Professional Planning Group Inc. | 1,065 | $472.1K | 0.28% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,069 | $473.7K | 0.23% | −47−4.2% | Reduced |
| Family Firm, Inc. | 1,071 | $474.8K | 0.13% | +2+0.2% | Added |
| Marion Wealth Management | 1,073 | $475.8K | 0.17% | −98−8.4% | Reduced |
| SJS Investment Consulting Inc. | 1,077 | $477.2K | 0.12% | −17−1.6% | Reduced |
| Darwin Advisors, LLC | 1,081 | $478.1K | 0.12% | −106−8.9% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 1,079 | $478.4K | 0.14% | −748−40.9% | Reduced |
| Diversified, LLC | 1,080 | $478.8K | 0.12% | −627−36.7% | Reduced |
| Interactive Financial Advisors | 1,085 | $481.0K | 0.33% | −139−11.4% | Reduced |
| TTP Investments, Inc. | 1,085 | $481.1K | 0.32% | −136−11.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,089 | $482.0K | 0.36% | +63+6.1% | Added |
| AAFCPAs Wealth Management, LLC | 1,088 | $482.5K | 0.30% | +1+0.1% | Added |
| Eclectic Associates Inc | 1,089 | $482.8K | 0.24% | −28−2.5% | Reduced |
| Stonegate Investment Group, LLC | 1,092 | $484.1K | 0.02% | −11−1.0% | Reduced |
| America First Investment Advisors, LLC | 1,095 | $485.6K | 0.13% | +2+0.2% | Added |
| PFW Advisors LLC | 1,093 | $487.1K | 0.16% | +1,093 | New |
| Doliver Advisors, LP | 1,099 | $487.2K | 0.15% | −631−36.5% | Reduced |
| Monarch Capital Management Inc | 1,097 | $487.5K | 0.15% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,100 | $487.6K | 0.00% | −9,422−89.5% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 1,100 | $487.6K | 0.36% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 1,100 | $487.7K | 0.28% | +6+0.5% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,102 | $488.3K | 0.28% | +3+0.3% | Added |
| American Money Management, LLC | 1,104 | $489.4K | 0.12% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 1,109 | $491.5K | 0.39% | +603+119.2% | Added |
| Liberty Wealth Management LLC | 1,111 | $492.5K | 0.12% | −363−24.6% | Reduced |
| Sage Investment Advisers LLC | 1,113 | $493.2K | 0.66% | +1+0.1% | Added |
| Lederer & Associates Investment Counsel | 1,120 | $496.0K | 0.37% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 1,120 | $496.5K | 0.39% | +8+0.7% | Added |
| WoodTrust Financial Corp | 1,122 | $497.0K | 0.09% | +32+2.9% | Added |
| Hilltop Partners LLC | 1,123 | $498.0K | 0.21% | +48+4.5% | Added |
| Grey Fox Wealth Advisors, LLC | 1,119 | $498.1K | 0.26% | −94−7.7% | Reduced |
| Narwhal Capital Management | 1,124 | $498.2K | 0.06% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 1,130 | $500.9K | 0.05% | −54−4.6% | Reduced |
| Karpus Management, Inc. | 1,130 | $500.9K | 0.02% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,130 | $500.9K | 0.26% | +356+46.0% | Added |
| 5th Street Advisors, LLC | 1,132 | $501.8K | 0.36% | +355+45.7% | Added |
| IVC Wealth Advisors LLC | 1,132 | $501.8K | 0.32% | 00.0% | Unchanged |
| Constitution Capital LLC | 1,136 | $503.6K | 0.29% | +85+8.1% | Added |
| Carr Financial Group Corp | 1,137 | $504.1K | 0.20% | +330+40.9% | Added |
| Scholtz & Company, LLC | 1,140 | $505.0K | 0.32% | −106−8.5% | Reduced |
| JCP Investment Management, LLC | 1,136 | $505.5K | 0.42% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 1,143 | $506.7K | 0.04% | −1,011−46.9% | Reduced |
| Bogart Wealth, LLC | 1,144 | $507.0K | 0.03% | +11+1.0% | Added |
| Cable Hill Partners, LLC | 1,140 | $507.2K | 0.07% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 1,154 | $511.5K | 0.42% | −171−12.9% | Reduced |
| One Charles Private Wealth Services, LLC | 1,158 | $513.1K | 0.30% | +11+1.0% | Added |
| Innealta Capital, LLC | 1,159 | $513.8K | 0.20% | +1,159 | New |
| Waypoint Wealth Partners Inc. | 1,161 | $514.6K | 0.18% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 1,162 | $515.1K | 0.02% | −227−16.3% | Reduced |
| Sage Financial Management Group, Inc. | 1,166 | $517.0K | 3.10% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,166 | $517.2K | 0.07% | −1−0.1% | Reduced |
| Socha Financial Group, LLC | 1,167 | $517.3K | 0.27% | +203+21.1% | Added |
| Thomasville National Bank | 1,168 | $517.8K | 0.05% | −10−0.8% | Reduced |
| Buttonwood Financial Advisors Inc. | 1,173 | $520.2K | 0.33% | +1,173 | New |
| Washington Trust Bank | 1,175 | $520.9K | 0.05% | 00.0% | Unchanged |
| AJ Advisors, LLC | 1,176 | $521.1K | 0.36% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 1,175 | $522.8K | 0.23% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,180 | $523.0K | 0.12% | +1+0.1% | Added |
| Altrius Capital Management Inc | 1,180 | $523.4K | 0.16% | −148−11.1% | Reduced |
| Addison Capital Co | 1,186 | $525.0K | 0.37% | +260+28.1% | Added |
| SWMG, LLC | 1,187 | $526.2K | 0.28% | +8+0.7% | Added |
| Vance Wealth, Inc. | 1,189 | $526.9K | 0.24% | +329+38.3% | Added |
| Trust Co | 1,190 | $527.5K | 0.08% | 00.0% | Unchanged |
| GTS Securities LLC | 1,190 | $527.5K | 0.02% | +1,190 | New |
| Columbia Trust Co 01012016 | 1,193 | $528.8K | 0.30% | −31−2.5% | Reduced |
| Hall Capital Management Co Inc | 1,193 | $528.8K | 0.30% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,197 | $530.6K | 0.22% | −38−3.1% | Reduced |
| Indie Asset Partners, LLC | 1,198 | $531.0K | 0.58% | −44−3.5% | Reduced |
| Intelligent Financial Strategies | 1,194 | $531.1K | 0.39% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 1,202 | $532.8K | 0.24% | −100−7.7% | Reduced |
| Granite Harbor Advisors, Inc. | 1,207 | $535.0K | 0.42% | 00.0% | Unchanged |
| Marotta Asset Management | 1,217 | $539.3K | 0.12% | +1,217 | New |
| Retirement Solution Inc. | 1,222 | $541.8K | 0.17% | +192+18.6% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,223 | $541.9K | 0.43% | +66+5.7% | Added |
| jvl associates llc | 1,224 | $542.6K | 0.26% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 1,230 | $545.2K | 0.02% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 1,230 | $545.2K | 0.52% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 1,230 | $545.2K | 0.50% | +10+0.8% | Added |
| Strategic Investment Advisors | 1,239 | $549.2K | 0.08% | +175+16.4% | Added |
| O'Brien Wealth Partners LLC | 1,241 | $550.1K | 0.16% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,243 | $551.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,239 | $552.0K | 0.03% | +185+17.6% | Added |