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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Charter Trust Co | 9,180 | $4.07M | 0.31% | −581−6.0% | Reduced |
| S.A. Mason LLC | 9,933 | $4.07M | 2.95% | 00.0% | Unchanged |
| True North Advisors, LLC | 9,152 | $4.06M | 1.15% | −32−0.3% | Reduced |
| First County Bank | 9,149 | $4.06M | 1.97% | −554−5.7% | Reduced |
| Capital CS Group, LLC | 9,142 | $4.05M | 4.15% | +6,636+264.8% | Added |
| Millington Financial Advisors, LLC | 9,114 | $4.04M | 3.59% | +20.0% | Added |
| LWM Advisory Services, LLC | 9,107 | $4.04M | 4.26% | −344−3.6% | Reduced |
| Sage Advisory Services, Ltd.Co. | 9,050 | $4.01M | 1.17% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 9,023 | $4.00M | 0.36% | −70−0.8% | Reduced |
| Nikulski Financial, Inc. | 8,982 | $3.98M | 1.65% | +57+0.6% | Added |
| Private Capital Management, LLC | 8,958 | $3.97M | 0.48% | +2,277+34.1% | Added |
| MTM Investment Management, LLC | 8,942 | $3.96M | 1.93% | −255−2.8% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,912 | $3.95M | 0.55% | −8,651−49.3% | Reduced |
| Madden Advisory Services, Inc. | 8,908 | $3.95M | 2.56% | +11+0.1% | Added |
| RKL Wealth Management LLC | 8,895 | $3.94M | 0.47% | +10.0% | Added |
| Orca Investment Management, LLC | 8,890 | $3.94M | 4.29% | −132−1.5% | Reduced |
| ZWJ Investment Counsel Inc | 8,886 | $3.94M | 0.21% | −221−2.4% | Reduced |
| Wealthstream Advisors, Inc. | 8,871 | $3.93M | 2.06% | +20.0% | Added |
| Sterneck Capital Management, LLC | 8,820 | $3.91M | 2.40% | −154−1.7% | Reduced |
| Certified Advisory Corp | 8,820 | $3.91M | 0.72% | +574+7.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 10,217 | $3.91M | 0.98% | 00.0% | Unchanged |
| Emfo, LLC | 8,811 | $3.91M | 3.54% | +82+0.9% | Added |
| WPWealth LLP | 8,782 | $3.89M | 1.67% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 8,765 | $3.89M | 0.44% | −1,478−14.4% | Reduced |
| Rollins Financial | 8,758 | $3.88M | 1.06% | −1,256−12.5% | Reduced |
| Colony Family Offices, LLC | 8,719 | $3.88M | 1.64% | −1,303−13.0% | Reduced |
| United Bank | 8,730 | $3.87M | 0.48% | −2,166−19.9% | Reduced |
| Family Legacy, Inc. | 8,698 | $3.86M | 1.55% | −183−2.1% | Reduced |
| Operose Advisors LLC | 8,678 | $3.85M | 1.74% | 00.0% | Unchanged |
| My Personal CFO, LLC | 8,636 | $3.83M | 3.01% | +39+0.5% | Added |
| Garden State Investment Advisory Services LLC | 8,615 | $3.82M | 1.69% | +738+9.4% | Added |
| Sage Rhino Capital LLC | 8,614 | $3.82M | 1.06% | +22+0.3% | Added |
| Donaldson Capital Management, LLC | 8,606 | $3.81M | 0.17% | −94−1.1% | Reduced |
| Harvest Investment Services, LLC | 8,598 | $3.81M | 2.17% | +2,797+48.2% | Added |
| TD Ameritrade Investment Management, LLC | 8,591 | $3.81M | 0.04% | −906−9.5% | Reduced |
| RWM Asset Management, LLC | 8,411 | $3.80M | 0.73% | −30−0.4% | Reduced |
| Loudon Investment Management, LLC | 8,578 | $3.80M | 2.51% | +399+4.9% | Added |
| Waycross Investment Management Co | 8,553 | $3.79M | 3.95% | −75−0.9% | Reduced |
| Weinberger Asset Management, Inc | 8,519 | $3.78M | 2.08% | −26−0.3% | Reduced |
| Capital Investment Advisory Services, LLC | 8,517 | $3.78M | 0.37% | −6,762−44.3% | Reduced |
| Omega Financial Group, LLC | 8,511 | $3.77M | 1.73% | −23−0.3% | Reduced |
| Tower View Investment Management & Research LLC | 8,506 | $3.77M | 2.56% | −690−7.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 8,484 | $3.76M | 0.15% | −1,120−11.7% | Reduced |
| Spence Asset Management | 8,482 | $3.76M | 1.05% | +1,453+20.7% | Added |
| Guidance Point Advisors, LLC | 8,475 | $3.76M | 1.44% | +7+0.1% | Added |
| McAlister, Sweet & Associates, Inc. | 8,475 | $3.76M | 3.23% | −4,814−36.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,472 | $3.76M | 0.04% | +835+10.9% | Added |
| Alley Investment Management Company, LLC | 8,416 | $3.73M | 0.60% | −16−0.2% | Reduced |
| Metlife Inc | 8,421 | $3.73M | 35.57% | −368−4.2% | Reduced |
| WMS Partners, LLC | 8,411 | $3.73M | 0.29% | −957−10.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 8,360 | $3.72M | 0.89% | −14−0.2% | Reduced |
| Overbrook Management Corp | 8,386 | $3.72M | 0.88% | −1,025−10.9% | Reduced |
| Dunhill Financial, LLC | 8,446 | $3.71M | 2.44% | +8,446 | New |
| Regis Acquisition Inc. | 8,372 | $3.71M | 1.54% | 00.0% | Unchanged |
| McDonald Partners LLC | 8,371 | $3.71M | 1.13% | −195−2.3% | Reduced |
| Clarity Financial LLC | 8,308 | $3.68M | 0.55% | +8,308 | New |
| Hallmark Capital Management Inc | 8,299 | $3.68M | 0.33% | −51−0.6% | Reduced |
| NWK Group, Inc. | 8,274 | $3.67M | 2.15% | −136−1.6% | Reduced |
| Two Point Capital Management, Inc. | 8,264 | $3.66M | 1.91% | +7,596+1,137.1% | Added |
| Pegasus Asset Management, Inc. | 8,256 | $3.66M | 1.63% | −59−0.7% | Reduced |
| Sturgeon Ventures LLP | 8,444 | $3.64M | 4.93% | −7,028−45.4% | Reduced |
| Braun Stacey Associates Inc | 8,210 | $3.64M | 0.17% | −8,214−50.0% | Reduced |
| Chesapeake Wealth Management | 8,194 | $3.63M | 1.43% | +108+1.3% | Added |
| TruWealth Advisors, LLC | 8,182 | $3.63M | 0.31% | −187−2.2% | Reduced |
| Callan Capital, LLC | 8,167 | $3.62M | 0.40% | −895−9.9% | Reduced |
| Sequent Asset Management, LLC | 8,109 | $3.59M | 3.90% | +2,361+41.1% | Added |
| Laraway Financial Inc | 8,077 | $3.58M | 3.54% | −163−2.0% | Reduced |
| Orin Green Financial, LLC | 8,070 | $3.58M | 1.87% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 8,066 | $3.58M | 2.50% | +30+0.4% | Added |
| Clear Street Markets LLC | 8,050 | $3.57M | 1.48% | −3,418−29.8% | Reduced |
| NWF Advisory Services Inc. | 7,999 | $3.55M | 0.82% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 7,996 | $3.54M | 2.34% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 7,978 | $3.54M | 1.65% | +29+0.4% | Added |
| Green Harvest Asset Management LLC | 7,976 | $3.54M | 0.13% | +2,134+36.5% | Added |
| Clientfirst Wealth Management, LLC | 7,861 | $3.53M | 4.20% | 00.0% | Unchanged |
| Dohj, LLC | 7,958 | $3.53M | 1.51% | −5,827−42.3% | Reduced |
| Sightline Wealth Advisors, LLC | 8,610 | $3.52M | 3.50% | 00.0% | Unchanged |
| Toroso Investments, LLC | 7,928 | $3.52M | 0.10% | −130−1.6% | Reduced |
| Annex Advisory Services, LLC | 7,937 | $3.52M | 0.20% | −347−4.2% | Reduced |
| VeraBank, N.A. | 7,935 | $3.52M | 1.35% | −8−0.1% | Reduced |
| SL Advisors, LLC | 7,930 | $3.52M | 7.90% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 7,927 | $3.51M | 2.68% | −903−10.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 7,914 | $3.51M | 0.34% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 7,905 | $3.50M | 0.32% | −640−7.5% | Reduced |
| Long Run Wealth Advisors, LLC | 7,881 | $3.49M | 1.11% | −14−0.2% | Reduced |
| Mengis Capital Management, Inc. | 7,869 | $3.49M | 0.70% | −130−1.6% | Reduced |
| Cohen Capital Management, Inc. | 7,864 | $3.49M | 0.68% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 7,821 | $3.47M | 0.47% | −3,218−29.2% | Reduced |
| Almanack Investment Partners, LLC. | 7,810 | $3.46M | 0.61% | −442−5.4% | Reduced |
| Marietta Wealth Management, LLC | 7,810 | $3.46M | 0.65% | −240−3.0% | Reduced |
| XY Capital Ltd | 7,791 | $3.45M | 6.66% | −43,274−84.7% | Reduced |
| Silver Oak Securities, Inc | 7,788 | $3.45M | 0.56% | −263−3.3% | Reduced |
| ORG Partners LLC | 7,766 | $3.45M | 0.56% | +7,766 | New |
| CSS LLC | 7,771 | $3.44M | 0.27% | −7,206−48.1% | Reduced |
| Evergreen Advisors, LLC | 7,768 | $3.44M | 1.22% | −553−6.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 7,766 | $3.44M | 0.65% | +4,100+111.8% | Added |
| Lockerman Financial Group, Inc. | 7,764 | $3.44M | 9.56% | +374+5.1% | Added |
| Covenant Asset Management, LLC | 7,763 | $3.44M | 1.01% | +51+0.7% | Added |
| Outlook Wealth Advisors, LLC | 7,745 | $3.43M | 1.30% | +1,582+25.7% | Added |
| Levin Capital Strategies, L.P. | 7,740 | $3.43M | 0.40% | +6+0.1% | Added |