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 |
|---|---|---|---|---|---|
| Clean Yield Group | 1,800 | $797.9K | 0.33% | 00.0% | Unchanged |
| Bellevue Group AG | 1,800 | $797.9K | 0.01% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 1,794 | $798.2K | 0.09% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 1,771 | $798.4K | 0.42% | −315−15.1% | Reduced |
| Strategic Financial Services, Inc, | 1,792 | $798.8K | 0.06% | −50−2.7% | Reduced |
| HTG Investment Advisors, Inc. | 1,802 | $798.9K | 0.66% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 1,808 | $801.5K | 0.38% | +210+13.1% | Added |
| Exeter Financial, LLC | 1,811 | $801.5K | 0.41% | 00.0% | Unchanged |
| Francis Financial, Inc. | 1,811 | $802.8K | 0.43% | 00.0% | Unchanged |
| Sather Financial Group Inc | 1,814 | $804.1K | 0.06% | 00.0% | Unchanged |
| Vickerman Investment Advisors, Inc. | 1,815 | $804.6K | 0.31% | −417−18.7% | Reduced |
| Myecfo, LLC | 1,818 | $805.7K | 0.59% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 1,814 | $807.0K | 0.17% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 1,829 | $810.8K | 0.63% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 1,836 | $814.1K | 0.73% | −5−0.3% | Reduced |
| Vista Investment Management | 1,839 | $815.2K | 0.41% | −5−0.3% | Reduced |
| Jmac Enterprises LLC | 1,841 | $816.2K | 0.20% | −6,070−76.7% | Reduced |
| Werba Rubin Papier Wealth Management | 1,843 | $816.9K | 0.28% | −35−1.9% | Reduced |
| Colonial Trust Advisors | 1,849 | $819.6K | 0.09% | 00.0% | Unchanged |
| AQR Capital Management LLC | 1,850 | $820.1K | 0.00% | +1,850 | New |
| Poplar Forest Capital LLC | 1,855 | $822.3K | 0.11% | −245−11.7% | Reduced |
| Martin Capital Advisors, LLP | 1,857 | $823.2K | 0.75% | −80−4.1% | Reduced |
| Kapstone Financial Advisors LLC | 1,807 | $824.9K | 0.68% | +89+5.2% | Added |
| Meeder Asset Management Inc | 1,861 | $824.9K | 0.06% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 1,863 | $826.0K | 0.59% | −79−4.1% | Reduced |
| Marino, Stram & Associates LLC | 1,870 | $828.1K | 0.23% | −8−0.4% | Reduced |
| Holderness Investments Co | 1,868 | $828.2K | 0.31% | −96−4.9% | Reduced |
| Wealth Quarterback LLC | 1,872 | $829.8K | 0.57% | +559+42.6% | Added |
| Radnor Capital Management, LLC | 1,872 | $830.0K | 0.35% | +1,872 | New |
| O'Rourke & Company, Inc | 1,874 | $831.0K | 0.58% | −2−0.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $831.1K | 0.57% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,874 | $833.6K | 0.31% | −272−12.7% | Reduced |
| Left Brain Wealth Management, LLC | 1,885 | $835.6K | 0.51% | 00.0% | Unchanged |
| KBC Group NV | 1,889 | $837.0K | 0.00% | +657+53.3% | Added |
| Dorchester Wealth Management Co | 1,891 | $838.2K | 0.17% | −60−3.1% | Reduced |
| Rockwood Wealth Management, LLC | 1,893 | $839.1K | 0.14% | +576+43.7% | Added |
| IMA Wealth, Inc. | 1,893 | $839.1K | 0.22% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 1,899 | $841.7K | 0.62% | +40+2.2% | Added |
| TFB Advisors LLC | 1,900 | $842.3K | 0.37% | +1,900 | New |
| Summit X, LLC | 1,907 | $845.3K | 0.21% | +344+22.0% | Added |
| Dominguez Wealth Management Solutions, Inc. | 1,907 | $845.4K | 0.74% | −22−1.1% | Reduced |
| Coastal Bridge Advisors, LLC | 1,933 | $856.9K | 0.21% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 1,941 | $860.4K | 0.13% | +6+0.3% | Added |
| Cora Capital Advisors LLC | 1,942 | $861.0K | 0.57% | −10−0.5% | Reduced |
| CFO4Life Group, LLC | 1,943 | $861.2K | 0.18% | +26+1.4% | Added |
| Carl P. Sherr & Co., LLC | 1,943 | $861.3K | 0.57% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1,944 | $861.7K | 0.35% | −57−2.8% | Reduced |
| Crossmark Global Holdings, Inc. | 1,887 | $862.0K | 0.02% | +3+0.2% | Added |
| Rosenblum Silverman Sutton S F Inc | 1,949 | $864.0K | 0.29% | −34−1.7% | Reduced |
| London Co of Virginia | 1,950 | $864.2K | 0.00% | −238−10.9% | Reduced |
| Shaker Financial Services, LLC | 1,950 | $864.4K | 0.38% | +1,950 | New |
| Cornerstone Planning Group LLC | 1,954 | $866.2K | 0.34% | +1,954 | New |
| Von Berge Wealth Management Group, LLC | 1,956 | $867.1K | 0.72% | +34+1.8% | Added |
| Wellington Shields Capital Management, LLC | 1,956 | $867.2K | 0.11% | −108−5.2% | Reduced |
| 626 Financial, LLC | 1,957 | $867.4K | 0.55% | −204−9.4% | Reduced |
| N.E.W. Advisory Services LLC | 1,970 | $873.4K | 0.12% | +30+1.5% | Added |
| Pine Haven Investment Counsel, Inc | 1,975 | $875.5K | 0.87% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 1,976 | $876.0K | 0.00% | −107−5.1% | Reduced |
| Live Oak Private Wealth LLC | 1,977 | $876.6K | 0.17% | −471−19.2% | Reduced |
| Silver Oak Advisory Group, Inc. | 1,980 | $877.0K | 0.57% | −139−6.6% | Reduced |
| Crabel Capital Management, LLC | 1,978 | $877.0K | 0.36% | +278+16.4% | Added |
| Wealthstar Advisors, LLC | 1,987 | $880.7K | 0.37% | −89−4.3% | Reduced |
| Awm Capital, LLC | 1,988 | $881.5K | 0.21% | −66−3.2% | Reduced |
| Long Road Investment Counsel, LLC | 1,989 | $882.0K | 0.41% | −200−9.1% | Reduced |
| WJ Wealth Management, LLC | 1,993 | $883.5K | 0.42% | +1,993 | New |
| Virginia Wealth Management Group, Inc. | 2,000 | $886.6K | 0.61% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | – | $887.0K | 0.19% | – | – |
| Buffington Mohr McNeal | 2,005 | $888.8K | 0.19% | −15−0.7% | Reduced |
| Affinity Capital Advisors, LLC | 2,012 | $892.0K | 0.24% | −14−0.7% | Reduced |
| Lincoln Capital Corp | 2,015 | $893.2K | 0.46% | −30−1.5% | Reduced |
| Consilium Wealth Advisory, LLC | 2,031 | $900.2K | 0.62% | −217−9.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,024 | $900.6K | 0.07% | +20+1.0% | Added |
| Ti-Trust, Inc | 2,032 | $900.7K | 0.83% | −4−0.2% | Reduced |
| Trilogy Capital Inc. | 1,997 | $903.2K | 0.06% | +186+10.3% | Added |
| Northeast Financial Group, Inc. | 2,038 | $903.5K | 0.58% | +1,349+195.8% | Added |
| BancFirst Trust & Investment Management | 2,065 | $904.8K | 0.53% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,044 | $906.1K | 0.99% | −13−0.6% | Reduced |
| Heartwood Wealth Advisors LLC | 2,050 | $908.9K | 0.13% | −254−11.0% | Reduced |
| Prossimo Advisors, LLC | 2,050 | $909.0K | 0.88% | 00.0% | Unchanged |
| Asset Planning Corporation | 2,053 | $909.9K | 0.69% | +3+0.1% | Added |
| Sterling Manor Financial, LLC | 2,056 | $911.4K | 0.77% | −3−0.1% | Reduced |
| Viewpoint Capital Management LLC | 2,063 | $914.5K | 0.71% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,069 | $917.0K | 0.10% | −433−17.3% | Reduced |
| Canoe Financial LP | 10,125 | $918.8K | 0.02% | +10,125 | New |
| Midwest Financial Group LLC | 2,079 | $922.0K | 0.78% | +375+22.0% | Added |
| Courage Miller Partners, LLC | 2,084 | $923.8K | 0.38% | −86−4.0% | Reduced |
| Bourgeon Capital Management LLC | 2,084 | $923.8K | 0.22% | +250+13.6% | Added |
| Sym Financial Corp | 2,085 | $924.3K | 0.19% | −49−2.3% | Reduced |
| Fortem Financial Group, LLC | 2,088 | $925.6K | 0.55% | +46+2.3% | Added |
| Park Edge Advisors, LLC | 2,088 | $925.7K | 0.31% | +20+1.0% | Added |
| Chapman Investment Management, LLC | 2,092 | $927.3K | 0.73% | +49+2.4% | Added |
| EHP Funds Inc. | 2,100 | $930.9K | 0.26% | −7,000−76.9% | Reduced |
| Private Wealth Strategies, L.L.C. | 2,110 | $935.2K | 0.22% | −74−3.4% | Reduced |
| Worth Asset Management, LLC | 2,114 | $937.2K | 0.72% | −300−12.4% | Reduced |
| Your Advocates Ltd., LLP | 2,117 | $938.3K | 0.48% | +2+0.1% | Added |
| Polaris Wealth Advisory Group, LLC | 2,117 | $938.5K | 0.07% | −2,363−52.7% | Reduced |
| Websterrogers Financial Advisors, LLC | 2,120 | $939.8K | 0.41% | +7+0.3% | Added |
| Red Tortoise LLC | 2,122 | $940.5K | 0.59% | −34−1.6% | Reduced |
| Alpha Financial Partners, LLC | 2,122 | $940.5K | 1.00% | −2−0.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,123 | $940.9K | 0.06% | 00.0% | Unchanged |