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 |
|---|---|---|---|---|---|
| Enzi Wealth | 1,228 | $552.2K | 0.28% | −5−0.4% | Reduced |
| Rinkey Investments | 1,250 | $554.1K | 0.25% | +192+18.1% | Added |
| Gables Capital Management Inc. | 1,251 | $554.5K | 0.36% | +323+34.8% | Added |
| Mma Asset Management LLC | 1,253 | $555.0K | 0.33% | +728+138.7% | Added |
| Quaker Wealth Management, LLC | 1,253 | $555.4K | 0.25% | +1,253 | New |
| Ipswich Investment Management Co., Inc. | 1,262 | $559.4K | 0.15% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,262 | $559.4K | 0.05% | +55+4.6% | Added |
| Wescott Financial Advisory Group, LLC | 1,265 | $560.8K | 0.10% | −12−0.9% | Reduced |
| GoalVest Advisory LLC | 1,267 | $561.6K | 0.29% | +450+55.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,198 | $561.7K | 0.42% | −48−3.9% | Reduced |
| Holistic Financial Partners | 1,267 | $561.8K | 0.39% | +2+0.2% | Added |
| Altus Wealth Group LLC | 1,269 | $562.4K | 0.35% | +1+0.1% | Added |
| KWMG, LLC | 1,270 | $563.0K | 0.07% | −135−9.6% | Reduced |
| Unison Asset Management LLC | 1,273 | $564.3K | 0.38% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 1,274 | $564.7K | 0.34% | +54+4.4% | Added |
| Opes Wealth Management LLC | 1,280 | $567.6K | 0.16% | +175+15.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,282 | $568.3K | 0.06% | −2,270−63.9% | Reduced |
| Wallace Advisory Group, LLC | 1,389 | $568.7K | 0.43% | 00.0% | Unchanged |
| Harbor Group, Inc. | 1,285 | $569.5K | 0.32% | +3+0.2% | Added |
| Paradigm Financial Partners, LLC | 1,287 | $570.3K | 0.15% | +182+16.5% | Added |
| Zevin Asset Management LLC | 1,289 | $571.0K | 0.11% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,289 | $571.4K | 0.23% | −69−5.1% | Reduced |
| Tandem Investment Advisors, Inc. | 1,289 | $572.0K | 0.03% | −146−10.2% | Reduced |
| Addison Advisors LLC | 1,293 | $573.2K | 0.28% | −138−9.6% | Reduced |
| West Michigan Advisors, LLC | 1,298 | $575.4K | 0.23% | +38+3.0% | Added |
| Eaton Financial Holdings Company, LLC | 1,299 | $575.7K | 0.43% | −40−3.0% | Reduced |
| Portside Wealth Group, LLC | 1,301 | $576.7K | 0.11% | +1,301 | New |
| Financial Planning & Information Services, Inc. | 1,302 | $577.2K | 0.11% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,307 | $579.4K | 0.42% | −5−0.4% | Reduced |
| Ardent Capital Management, Inc. | 1,311 | $581.1K | 0.36% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,316 | $583.0K | 0.18% | −10−0.8% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,324 | $584.0K | 0.30% | −72−5.2% | Reduced |
| Integrated Investment Consultants, LLC | 1,320 | $585.0K | 0.19% | −188−12.5% | Reduced |
| EagleClaw Capital Managment, LLC | 1,323 | $586.5K | 0.13% | 00.0% | Unchanged |
| Ewa, LLC | 1,325 | $587.4K | 0.40% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,331 | $590.1K | 0.07% | −7−0.5% | Reduced |
| HighMark Wealth Management LLC | 1,333 | $590.8K | 0.44% | −98−6.8% | Reduced |
| 3EDGE Asset Management, LP | 1,335 | $591.8K | 0.04% | +277+26.2% | Added |
| Rain Capital Management, LLC | 1,338 | $593.1K | 0.46% | −21,534−94.2% | Reduced |
| Cox Capital Mgt LLC | 1,342 | $594.9K | 0.44% | +182+15.7% | Added |
| Resource Planning Group | 1,343 | $595.1K | 0.48% | −40−2.9% | Reduced |
| M&R Capital Management Inc | 1,345 | $596.2K | 0.16% | +12+0.9% | Added |
| Full Sail Capital, LLC | 1,345 | $596.2K | 0.05% | −143−9.6% | Reduced |
| Regatta Capital Group, LLC | 1,348 | $597.5K | 0.19% | +69+5.4% | Added |
| Richard P Slaughter Associates Inc | 1,348 | $597.8K | 0.17% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,349 | $598.0K | 0.26% | +25+1.9% | Added |
| Ruggaard & Associates LLC | 1,350 | $598.4K | 0.35% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 1,352 | $599.3K | 0.07% | −197−12.7% | Reduced |
| Goepper Burkhardt LLC | 1,353 | $599.8K | 0.36% | +126+10.3% | Added |
| Hourglass Capital, LLC | 1,355 | $600.8K | 0.21% | −57−4.0% | Reduced |
| Butensky & Cohen Financial Security, Inc | 1,360 | $602.9K | 0.22% | −5−0.4% | Reduced |
| River Street Advisors LLC | 1,362 | $603.8K | 0.58% | +1+0.1% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,366 | $605.8K | 0.20% | −21−1.5% | Reduced |
| Bryant Woods Investment Advisors, LLC | 1,368 | $606.5K | 0.43% | 00.0% | Unchanged |
| Surience Private Wealth LLC | 1,378 | $610.8K | 0.87% | −21,533−94.0% | Reduced |
| LS Investment Advisors, LLC | 1,380 | $611.7K | 0.11% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 1,382 | $612.6K | 0.20% | −354−20.4% | Reduced |
| Banco BTG Pactual S.A. | 1,382 | $612.6K | 0.39% | +1,382 | New |
| J. L. Bainbridge & Co., Inc. | 1,383 | $613.1K | 0.08% | +1,383 | New |
| Ritter Daniher Financial Advisory LLC | 1,383 | $613.1K | 0.25% | 00.0% | Unchanged |
| Retirement Planning Group | 1,384 | $613.6K | 0.06% | −49−3.4% | Reduced |
| RAM Investment Partners, LLC | 1,393 | $617.5K | 0.26% | −6−0.4% | Reduced |
| Bellevue Asset Management, LLC | 1,396 | $618.8K | 0.39% | +30+2.2% | Added |
| Beacon Wealthcare LLC | 1,398 | $619.6K | 0.32% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 1,398 | $619.7K | 0.22% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 1,398 | $619.8K | 0.63% | −29−2.0% | Reduced |
| Hemenway Trust Co LLC | 1,402 | $621.5K | 0.06% | +120+9.4% | Added |
| Reston Wealth Management LLC | 1,404 | $622.5K | 0.30% | +5+0.4% | Added |
| Straight Path Wealth Management | 1,409 | $624.6K | 0.43% | +390+38.3% | Added |
| Mattern Wealth Management LLC | 1,409 | $624.8K | 0.18% | +14+1.0% | Added |
| Finer Wealth Management, Inc. | 1,412 | $625.7K | 0.49% | −19−1.3% | Reduced |
| TFG Advisers LLC | 1,413 | $626.4K | 0.28% | +16+1.1% | Added |
| Thrive Capital Management, LLC | 1,417 | $628.2K | 0.36% | +108+8.3% | Added |
| Horan Securities, Inc. | 1,421 | $630.1K | 0.27% | +4+0.3% | Added |
| Pennsylvania Capital Management Inc | 1,427 | $632.6K | 0.27% | +7+0.5% | Added |
| Tiemann Investment Advisors, LLC | 1,427 | $632.6K | 0.32% | +190+15.4% | Added |
| Newton One Investments LLC | 1,429 | $633.6K | 0.36% | +5+0.4% | Added |
| Cim, LLC | 1,432 | $634.8K | 0.12% | +452+46.1% | Added |
| Better Money Decisions, LLC | 1,436 | $636.5K | 0.52% | +145+11.2% | Added |
| Frisch Financial Group, Inc. | 1,440 | $638.0K | 0.31% | +68+5.0% | Added |
| Dentgroup LLC | 1,441 | $638.6K | 0.46% | +8+0.6% | Added |
| Wade Financial Advisory, Inc | 1,441 | $638.7K | 0.25% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 1,441 | $639.0K | 0.32% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 1,448 | $641.9K | 0.59% | −16−1.1% | Reduced |
| Trellis Wealth Advisors LLC | 1,455 | $645.0K | 0.43% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,454 | $645.0K | 0.43% | +51+3.6% | Added |
| WealthTrust Axiom LLC | 1,456 | $645.8K | 0.21% | +1+0.1% | Added |
| Hurlow Wealth Management Group, Inc. | 1,459 | $646.8K | 0.28% | +963+194.2% | Added |
| Souders Financial Advisors | 1,460 | $647.4K | 0.12% | −4,513−75.6% | Reduced |
| Fortress Wealth Management, Inc. | 1,461 | $647.6K | 0.42% | +5+0.3% | Added |
| Cladis Investment Advisory, LLC | 1,463 | $648.5K | 0.56% | −200−12.0% | Reduced |
| Aberdeen Wealth Management LLC | 1,470 | $651.6K | 0.47% | +1,470 | New |
| Wolff Financial Management LLC | 1,470 | $652.0K | 0.57% | +1+0.1% | Added |
| WESPAC Advisors, LLC | 1,474 | $653.4K | 0.52% | +5+0.3% | Added |
| Cypress Asset Management Inc | 1,411 | $654.3K | 0.21% | −93−6.2% | Reduced |
| Fenimore Asset Management Inc | 1,477 | $654.7K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,559 | $655.1K | 0.43% | −70−4.3% | Reduced |
| KB Financial Partners, LLC | 1,481 | $656.0K | 0.18% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 1,483 | $657.3K | 0.20% | −10−0.7% | Reduced |
| Schear Investment Advisers, LLC | 1,489 | $660.2K | 0.70% | 00.0% | Unchanged |