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 |
|---|---|---|---|---|---|
| American Trust Investment Advisors, LLC | 1,496 | $663.1K | 0.37% | +160+12.0% | Added |
| Doheny Asset Management | 1,500 | $665.0K | 0.57% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,502 | $665.8K | 0.14% | 00.0% | Unchanged |
| Barton Investment Management | 1,506 | $667.6K | 0.10% | −184−10.9% | Reduced |
| Ategra Capital Management, LLC | 1,507 | $668.0K | 0.36% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 1,516 | $672.0K | 0.92% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 1,516 | $672.0K | 0.09% | −753−33.2% | Reduced |
| Great Diamond Partners, LLC | 1,516 | $672.0K | 0.18% | 00.0% | Unchanged |
| IMS Capital Management | 1,517 | $672.6K | 0.37% | +213+16.3% | Added |
| American Financial Advisors, LLC | 1,519 | $673.3K | 0.11% | −98−6.1% | Reduced |
| CVA Family Office, LLC | 1,519 | $673.5K | 0.14% | −97−6.0% | Reduced |
| Hyperion Capital Advisors LP | 1,520 | $673.8K | 0.37% | −29−1.9% | Reduced |
| Rosenbaum Jay D. | 1,524 | $675.6K | 1.08% | +1,524 | New |
| GFG Capital, LLC | 1,525 | $676.0K | 0.13% | −9,325−85.9% | Reduced |
| My Purposeful Wealth Corp. | 1,526 | $676.6K | 0.52% | −12−0.8% | Reduced |
| Lafayette Investments, Inc. | 1,527 | $676.9K | 0.18% | +180+13.4% | Added |
| Aufman Associates Inc | 1,529 | $677.8K | 0.56% | −31−2.0% | Reduced |
| Synergy Financial Group, LTD | 1,529 | $677.8K | 0.91% | +1,529 | New |
| Buckhead Capital Management LLC | 1,539 | $682.2K | 0.16% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 1,542 | $683.5K | 0.20% | −730−32.1% | Reduced |
| Wells Trecaso Financial Group, LLC | 1,547 | $685.8K | 0.30% | −100−6.1% | Reduced |
| Probity Advisors, Inc. | 1,547 | $685.8K | 0.15% | +1,547 | New |
| Family Capital Trust Co | 1,551 | $687.5K | 0.24% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,555 | $689.3K | 0.19% | +48+3.2% | Added |
| Birchcreek Wealth Management, LLC | 1,558 | $690.8K | 0.48% | +165+11.8% | Added |
| Encompass Wealth Advisors, LLC | 1,559 | $691.1K | 0.22% | 00.0% | Unchanged |
| Eagle Bluffs Wealth Management LLC | 1,554 | $691.4K | 0.53% | 00.0% | Unchanged |
| Arcadia Wealth Management, LLC | 1,566 | $694.0K | 0.51% | +97+6.6% | Added |
| Commonwealth Retirement Investments LLC | 1,567 | $694.6K | 0.39% | 00.0% | Unchanged |
| Phocas Financial Corp. | 1,570 | $696.0K | 0.10% | −54−3.3% | Reduced |
| Isthmus Partners, LLC | 1,574 | $697.7K | 0.10% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 1,575 | $698.2K | 0.33% | +1,575 | New |
| Assetmark, Inc | 1,575 | $698.3K | 0.00% | +126+8.7% | Added |
| Shakespeare Wealth Management, Inc. | 1,577 | $699.3K | 0.24% | +268+20.5% | Added |
| Investment Partners, Ltd. | 1,581 | $700.8K | 0.37% | +1+0.1% | Added |
| Everhart Financial Group, Inc. | 2,420 | $704.2K | 0.30% | +837+52.9% | Added |
| Heritage Wealth Partners, LLC | 1,589 | $704.4K | 0.41% | +1,589 | New |
| Barnes Pettey Financial Advisors, LLC | 1,592 | $705.7K | 0.61% | −26−1.6% | Reduced |
| Abner Herrman & Brock LLC | 1,593 | $706.0K | 0.10% | +17+1.1% | Added |
| Foster Group, Inc. | 1,596 | $707.3K | 0.04% | −1−0.1% | Reduced |
| PAX Financial Group, LLC | 1,598 | $708.4K | 0.16% | +96+6.4% | Added |
| Western Pacific Wealth Management, LP | 1,599 | $708.8K | 0.54% | −250−13.5% | Reduced |
| Old Mission Investment Co LLC | 1,600 | $709.2K | 0.26% | −670−29.5% | Reduced |
| Wiser Wealth Management, Inc | 1,605 | $711.7K | 0.29% | −156−8.9% | Reduced |
| First National Bank of South Miami | 1,607 | $712.3K | 0.57% | +169+11.8% | Added |
| First National Bank | 1,613 | $715.0K | 0.59% | −152−8.6% | Reduced |
| Hexagon Capital Partners LLC | 1,617 | $716.7K | 0.19% | −12−0.7% | Reduced |
| Diversified Investment Strategies, LLC | 1,619 | $717.7K | 0.53% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 1,624 | $719.9K | 0.47% | −71−4.2% | Reduced |
| Key Financial Inc | 1,631 | $723.2K | 0.24% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,634 | $724.4K | 0.05% | +423+34.9% | Added |
| Spinnaker Investment Group, LLC | 1,638 | $725.9K | 0.24% | −33−2.0% | Reduced |
| LifeGuide Financial Advisors, LLC | 1,640 | $727.0K | 0.49% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 1,648 | $730.5K | 0.48% | +853+107.3% | Added |
| Fca Corp | 1,654 | $733.2K | 0.27% | 00.0% | Unchanged |
| Stack Financial Management, Inc | 1,654 | $733.2K | 0.08% | −620−27.3% | Reduced |
| PFG Private Wealth Management, LLC | 1,655 | $733.6K | 0.43% | +28+1.7% | Added |
| Fountainhead AM, LLC | 1,658 | $734.8K | 0.26% | −222−11.8% | Reduced |
| Advocacy Wealth Management Services, LLC | 1,659 | $735.4K | 0.08% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 1,660 | $735.6K | 0.17% | −3,849−69.9% | Reduced |
| Independent Investors Inc | 1,661 | $736.3K | 0.17% | 00.0% | Unchanged |
| Windsor Group LTD | 1,667 | $739.0K | 0.13% | −167−9.1% | Reduced |
| Summit Investment Advisory Services, LLC | 1,669 | $740.0K | 0.49% | +1+0.1% | Added |
| Sendero Wealth Management, LLC | 1,671 | $740.7K | 0.16% | −321−16.1% | Reduced |
| Steward Financial Group LLC | 1,676 | $742.0K | 0.24% | −9−0.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,675 | $742.6K | 0.40% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 1,676 | $742.8K | 0.38% | +54+3.3% | Added |
| Providence Capital Advisors, LLC | 1,678 | $744.2K | 0.19% | −240−12.5% | Reduced |
| Darrow Company, Inc. | 1,679 | $744.3K | 0.62% | −4−0.2% | Reduced |
| Jessup Wealth Management, Inc | 1,690 | $749.3K | 0.40% | +9+0.5% | Added |
| Financial Management Network Inc | 1,700 | $754.4K | 0.26% | +1+0.1% | Added |
| Elm Partners Management LLC | 1,705 | $755.8K | 0.08% | +1,705 | New |
| Powers Advisory Group, LLC | 1,708 | $756.9K | 0.50% | +1+0.1% | Added |
| Nicollet Investment Management, Inc. | 1,708 | $757.0K | 0.34% | −23−1.3% | Reduced |
| ONE Advisory Partners, LLC | 1,712 | $758.9K | 0.43% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 1,713 | $759.4K | 0.27% | −162−8.6% | Reduced |
| Beaton Management Co. Inc. | 1,714 | $760.0K | 0.48% | 00.0% | Unchanged |
| Navalign, LLC | 1,717 | $761.1K | 0.30% | −5−0.3% | Reduced |
| Clarus Group, Inc. | 1,719 | $762.1K | 0.56% | 00.0% | Unchanged |
| Letko, Brosseau & Associates Inc | 1,720 | $762.4K | 0.01% | +1,720 | New |
| Coastal Capital Group, Inc. | 1,722 | $763.3K | 0.16% | +140+8.8% | Added |
| Passive Capital Management, LLC. | 1,723 | $763.7K | 0.32% | +24+1.4% | Added |
| Beacon Financial Group | 1,747 | $765.0K | 0.10% | −15−0.9% | Reduced |
| Concentric Wealth Management, LLC | 1,729 | $766.4K | 0.24% | −50−2.8% | Reduced |
| Syntal Capital Partners, LLC | 1,726 | $767.9K | 0.31% | −28−1.6% | Reduced |
| Capital Counsel LLC | 1,735 | $769.1K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,738 | $770.2K | 0.17% | −18−1.0% | Reduced |
| Investors Asset Management of Georgia Inc | 1,743 | $772.7K | 0.40% | +6+0.3% | Added |
| Ruedi Wealth Management, Inc. | 1,745 | $773.5K | 0.45% | +1+0.1% | Added |
| Vicus Capital | 11,298 | $774.4K | 0.08% | −1,225−9.8% | Reduced |
| RFP Financial Group LLC | 1,749 | $775.2K | 0.32% | +130+8.0% | Added |
| Intergy Private Wealth, LLC | 1,749 | $775.3K | 0.38% | +5+0.3% | Added |
| Snider Financial Group | 1,759 | $779.5K | 0.37% | +1,759 | New |
| LWMG, LLC | 1,768 | $783.8K | 0.22% | +169+10.6% | Added |
| Kraft Asset Management, LLC | 1,778 | $788.2K | 0.71% | 00.0% | Unchanged |
| Kidder Stephen W | 1,780 | $789.0K | 0.26% | −70−3.8% | Reduced |
| Bank of Stockton | 1,785 | $791.3K | 0.27% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,790 | $794.0K | 0.06% | +81+4.7% | Added |
| Financial Partners Group, LLC | 1,794 | $795.4K | 0.40% | +6+0.3% | Added |
| Ratio Wealth Group | 1,798 | $797.2K | 0.20% | +1,798 | New |