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 |
|---|---|---|---|---|---|
| Kettle Hill Capital Management, LLC | 23,204 | $10.3M | 2.04% | +11,020+90.4% | Added |
| Relative Value Partners Group, LLC | 23,143 | $10.3M | 0.66% | −1,103−4.5% | Reduced |
| Planning Alternatives Ltd | 23,098 | $10.2M | 1.88% | +25+0.1% | Added |
| Goodwin Daniel L | 23,087 | $10.2M | 4.88% | +1,000+4.5% | Added |
| StoneX Group Inc. | 23,028 | $10.2M | 1.06% | +6,335+38.0% | Added |
| JFS Wealth Advisors, LLC | 23,029 | $10.2M | 0.92% | +7,519+48.5% | Added |
| SBB Research Group LLC | 22,960 | $10.2M | 18.46% | −6,063−20.9% | Reduced |
| Successful Portfolios LLC | 22,953 | $10.2M | 8.76% | −3,231−12.3% | Reduced |
| Courier Capital LLC | 22,873 | $10.1M | 0.80% | +196+0.9% | Added |
| Victory Capital Management Inc | 22,851 | $10.1M | 0.01% | +7,188+45.9% | Added |
| Arkadios Wealth Advisors | 22,731 | $10.1M | 1.17% | −615−2.6% | Reduced |
| WestEnd Advisors, LLC | 22,724 | $10.1M | 0.30% | – | – |
| NBW Capital LLC | 22,700 | $10.1M | 2.35% | −2,773−10.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 22,646 | $10.0M | 0.81% | +435+2.0% | Added |
| Centaurus Financial, Inc. | 22,628 | $10.0M | 0.88% | −7,351−24.5% | Reduced |
| Lionsbridge Wealth Management LLC | 22,589 | $10.0M | 8.95% | +1,118+5.2% | Added |
| Kowal Investment Group, LLC | 22,579 | $10.0M | 2.68% | +960+4.4% | Added |
| FSC Wealth Advisors, LLC | 22,500 | $9.97M | 8.97% | +21,484+2,114.6% | Added |
| Dakota Wealth Management | 22,483 | $9.97M | 0.47% | +4,405+24.4% | Added |
| Prism Advisors, Inc. | 22,371 | $9.92M | 3.33% | +81+0.4% | Added |
| Triumph Capital Management | 22,346 | $9.91M | 4.49% | −3,010−11.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 22,379 | $9.89M | 0.48% | +1,160+5.5% | Added |
| Nations Financial Group Inc, | 22,277 | $9.88M | 0.97% | −804−3.5% | Reduced |
| CAPROCK Group, Inc. | 22,176 | $9.87M | 0.72% | −793−3.5% | Reduced |
| Cypress Capital Group | 22,251 | $9.86M | 1.43% | +972+4.6% | Added |
| Nwam LLC | 22,247 | $9.86M | 0.81% | +6,611+42.3% | Added |
| Bienville Capital Management, LLC | 22,156 | $9.86M | 3.78% | −1,173−5.0% | Reduced |
| Howe & Rusling Inc | 22,237 | $9.86M | 1.10% | +235+1.1% | Added |
| Cambridge Trust Co | 22,228 | $9.85M | 0.45% | −1,541−6.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 22,133 | $9.85M | 0.74% | −20−0.1% | Reduced |
| CX Institutional | 22,200 | $9.84M | 0.51% | −5,614−20.2% | Reduced |
| Engineers Gate Manager LP | 22,144 | $9.82M | 0.37% | −28,927−56.6% | Reduced |
| Sentinus, LLC | 22,037 | $9.77M | 3.09% | −5,681−20.5% | Reduced |
| Privium Fund Management B.V. | 22,265 | $9.75M | 2.81% | +1,325+6.3% | Added |
| International Assets Investment Management, LLC | 21,946 | $9.73M | 1.33% | +1,163+5.6% | Added |
| Boxwood Ventures, Inc. | 21,838 | $9.72M | 18.44% | 00.0% | Unchanged |
| Wintrust Investments LLC | 21,881 | $9.70M | 0.97% | +21,881 | New |
| Tactive Advisors, LLC | 21,833 | $9.68M | 7.39% | +9,713+80.1% | Added |
| Guardian Wealth Advisors, LLC | 21,727 | $9.67M | 1.66% | +23+0.1% | Added |
| Grimes & Company, Inc. | 21,761 | $9.65M | 0.34% | −334−1.5% | Reduced |
| Cordant, Inc. | 21,732 | $9.63M | 6.25% | −210−1.0% | Reduced |
| Optimum Investment Advisors | 21,691 | $9.62M | 4.71% | +380+1.8% | Added |
| MONECO Advisors, LLC | 21,690 | $9.61M | 2.62% | −1,910−8.1% | Reduced |
| Cynosure Management, LLC | 21,663 | $9.60M | 2.89% | +21,663 | New |
| Clarus Wealth Advisors | 21,861 | $9.59M | 5.82% | +1,316+6.4% | Added |
| Mycio Wealth Partners, LLC | 21,608 | $9.58M | 3.01% | +55+0.3% | Added |
| Coastline Trust Co | 21,583 | $9.57M | 1.34% | +64+0.3% | Added |
| Berkshire Asset Management LLC | 21,547 | $9.55M | 0.57% | +2,035+10.4% | Added |
| Atlas Capital Advisors LLC | 21,541 | $9.55M | 1.45% | −50−0.2% | Reduced |
| Gateway Wealth Partners, LLC | 21,540 | $9.55M | 1.71% | −109,609−83.6% | Reduced |
| Tandem Wealth Advisors LLC | 21,538 | $9.54M | 5.77% | −331−1.5% | Reduced |
| Bell Bank | 21,422 | $9.50M | 1.01% | −706−3.2% | Reduced |
| Qube Research & Technologies Ltd | 21,396 | $9.48M | 0.04% | −41,547−66.0% | Reduced |
| West Branch Capital LLC | 21,360 | $9.47M | 4.72% | +45+0.2% | Added |
| Pictet North America Advisors SA | 21,289 | $9.44M | 1.31% | +16,558+350.0% | Added |
| LVM Capital Management Ltd | 21,270 | $9.43M | 1.26% | −1,863−8.1% | Reduced |
| Union Savings Bank | 20,566 | $9.41M | 5.62% | +20,566 | New |
| SimpliFi, Inc. | 21,207 | $9.40M | 4.44% | −317−1.5% | Reduced |
| K.J. Harrison & Partners Inc | 21,275 | $9.40M | 1.70% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 21,147 | $9.37M | 2.76% | −905−4.1% | Reduced |
| ICA Group Wealth Management, LLC | 21,137 | $9.37M | 2.35% | +3,883+22.5% | Added |
| Alpha Cubed Investments, LLC | 21,128 | $9.37M | 0.63% | −478−2.2% | Reduced |
| Navis Wealth Advisors, LLC | 21,031 | $9.32M | 8.55% | −8,227−28.1% | Reduced |
| Balboa Wealth Partners | 20,979 | $9.30M | 3.24% | +3,937+23.1% | Added |
| US Financial Advisors, LLC | 20,878 | $9.25M | 3.93% | −155−0.7% | Reduced |
| Level Four Advisory Services, LLC | 20,749 | $9.20M | 0.55% | +520+2.6% | Added |
| Relyea Zuckerberg Hanson LLC | 20,690 | $9.17M | 2.06% | −848−3.9% | Reduced |
| Capital Group Private Client Services, Inc. | 20,603 | $9.13M | 0.11% | +781+3.9% | Added |
| Ancora Advisors, LLC | 20,576 | $9.12M | 0.24% | +12+0.1% | Added |
| Shapiro Capital Management LLC | 20,508 | $9.09M | 0.24% | −5,300−20.5% | Reduced |
| Roman Butler Fullerton & Co | 19,802 | $9.01M | 4.14% | −1,738−8.1% | Reduced |
| TSFG, LLC | 20,305 | $9.00M | 3.35% | +952+4.9% | Added |
| Keeley-Teton Advisors, LLC | 20,291 | $8.99M | 1.15% | −2,322−10.3% | Reduced |
| Marco Investment Management LLC | 20,181 | $8.95M | 0.97% | +295+1.5% | Added |
| McLean Asset Management Corp | 20,143 | $8.93M | 3.50% | −60−0.3% | Reduced |
| Stratos Wealth Advisors, LLC | 20,112 | $8.92M | 0.63% | +537+2.7% | Added |
| Quintet Private Bank (Europe) S.A. | 20,066 | $8.91M | 0.43% | −569−2.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 20,000 | $8.87M | 7.37% | −9,320−31.8% | Reduced |
| Precept Management LLC | 20,000 | $8.87M | 18.92% | −24,000−54.5% | Reduced |
| Point72 Asset Management, L.P. | 20,000 | $8.87M | 0.03% | −201−1.0% | Reduced |
| Segall Bryant & Hamill, LLC | 19,936 | $8.84M | 0.09% | −4,579−18.7% | Reduced |
| DFPG Investments, LLC | 19,326 | $8.80M | 0.79% | −90−0.5% | Reduced |
| Camarda Financial Advisors, LLC | 19,809 | $8.78M | 4.38% | −17,487−46.9% | Reduced |
| Godsey & Gibb Associates | 19,790 | $8.77M | 1.00% | −312−1.6% | Reduced |
| Forefront Analytics, LLC | 19,761 | $8.76M | 5.00% | +73+0.4% | Added |
| Royal Capital Wealth Management, LLC | 19,752 | $8.76M | 8.25% | +7,971+67.7% | Added |
| Lake Street Financial LLC | 19,730 | $8.75M | 1.54% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 19,709 | $8.74M | 2.54% | +771+4.1% | Added |
| Sachem Head Capital Management LP | 19,700 | $8.73M | 0.40% | +11,400+137.3% | Added |
| Wealth Dimensions Group, Ltd. | 19,694 | $8.73M | 3.18% | +14+0.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 19,648 | $8.71M | 3.58% | −238−1.2% | Reduced |
| Quent Capital, LLC | 19,632 | $8.70M | 1.36% | −1,271−6.1% | Reduced |
| Paulson Wealth Management Inc. | 19,598 | $8.69M | 2.97% | +2,258+13.0% | Added |
| Linscomb & Williams, Inc. | 19,592 | $8.68M | 0.47% | −3,066−13.5% | Reduced |
| Mainsail Financial Group, LLC | 19,590 | $8.68M | 8.14% | +875+4.7% | Added |
| Moors & Cabot, Inc. | 19,579 | $8.68M | 0.58% | −1,861−8.7% | Reduced |
| Schrum Private Wealth Management LLC | 19,542 | $8.66M | 9.37% | +135+0.7% | Added |
| Titleist Asset Management, LLC | 19,536 | $8.66M | 1.70% | −19,788−50.3% | Reduced |
| Bulltick Wealth Management, LLC | 19,463 | $8.66M | 2.03% | −2,732−12.3% | Reduced |
| Summit Financial Group Inc | 19,498 | $8.64M | 3.36% | −264−1.3% | Reduced |