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 |
|---|---|---|---|---|---|
| Burney Co | 6,617 | $2.93M | 0.13% | +20.0% | Added |
| Madison Wealth Management | 6,616 | $2.93M | 0.59% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 6,607 | $2.93M | 1.38% | +5,385+440.7% | Added |
| Granite Bay Wealth Management, LLC | 6,597 | $2.92M | 2.72% | −2,073−23.9% | Reduced |
| Kalos Management, Inc. | 6,596 | $2.92M | 6.28% | +216+3.4% | Added |
| Sandy Cove Advisors, LLC | 6,594 | $2.92M | 1.66% | −8−0.1% | Reduced |
| Coastal Investment Advisors, Inc. | 6,593 | $2.92M | 0.64% | −201−3.0% | Reduced |
| Blueprint Investment Partners LLC | 6,581 | $2.92M | 1.05% | −4,159−38.7% | Reduced |
| Independent Advisor Alliance | 6,572 | $2.91M | 0.13% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 6,554 | $2.91M | 0.96% | +20.0% | Added |
| Prosperity Planning, Inc. | 6,533 | $2.90M | 1.20% | −214−3.2% | Reduced |
| Trinity Legacy Partners, LLC | 6,504 | $2.88M | 1.01% | +3,999+159.6% | Added |
| Edge Wealth Management LLC | 6,502 | $2.88M | 0.63% | −250−3.7% | Reduced |
| NVWM, LLC | 6,499 | $2.88M | 0.94% | +1,131+21.1% | Added |
| Upper Left Wealth Management, LLC | 6,488 | $2.88M | 3.20% | −135−2.0% | Reduced |
| EverSource Wealth Advisors, LLC | 6,483 | $2.87M | 0.32% | +53+0.8% | Added |
| Nomura Asset Management Co Ltd | 6,477 | $2.87M | 0.01% | +3,040+88.4% | Added |
| Silvant Capital Management LLC | 6,445 | $2.87M | 0.16% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 6,466 | $2.87M | 2.13% | +108+1.7% | Added |
| American State Bank (Iowa) | 6,450 | $2.86M | 1.99% | 00.0% | Unchanged |
| Park National Corp | 6,447 | $2.86M | 0.12% | +99+1.6% | Added |
| Cape Cod Five Cents Savings Bank | 6,432 | $2.85M | 0.30% | −30−0.5% | Reduced |
| BCM Advisors, LLC | 6,339 | $2.85M | 0.76% | +112+1.8% | Added |
| EPIQ Capital Group, LLC | 6,402 | $2.85M | 1.51% | +11+0.2% | Added |
| Tompkins Financial Corp | 6,413 | $2.84M | 0.45% | −12−0.2% | Reduced |
| Elite Wealth Management, Inc. | 6,400 | $2.84M | 0.95% | +6,400 | New |
| Carlson Capital Management | 6,372 | $2.82M | 0.17% | −14−0.2% | Reduced |
| Colonial Trust Co | 6,371 | $2.82M | 0.68% | −6−0.1% | Reduced |
| Sabal Trust CO | 6,367 | $2.82M | 0.18% | +2,992+88.7% | Added |
| Rossmore Private Capital | 6,364 | $2.82M | 0.42% | −74−1.1% | Reduced |
| Forza Wealth Management, LLC | 6,356 | $2.82M | 1.42% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 6,352 | $2.82M | 1.18% | −405−6.0% | Reduced |
| Monticello Wealth Management, LLC | 6,338 | $2.81M | 0.29% | −161−2.5% | Reduced |
| Sonora Investment Management Group, LLC | 6,330 | $2.81M | 0.24% | −452−6.7% | Reduced |
| Sterling Financial Group, Inc. | 6,328 | $2.81M | 1.86% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 6,314 | $2.80M | 0.37% | −988−13.5% | Reduced |
| Amussen Hunsaker Associates LLC | 6,303 | $2.79M | 0.62% | −60−0.9% | Reduced |
| Zevenbergen Capital Investments LLC | 6,295 | $2.79M | 0.07% | −25−0.4% | Reduced |
| Bank Ozk | 6,293 | $2.79M | 1.33% | +55+0.9% | Added |
| Cahill Financial Advisors Inc | 6,279 | $2.78M | 0.45% | +30.0% | Added |
| LJI Wealth Management, LLC | 6,267 | $2.78M | 0.81% | +119+1.9% | Added |
| Waterloo Capital, L.P. | 6,257 | $2.77M | 0.82% | +667+11.9% | Added |
| Selway Asset Management | 6,249 | $2.77M | 1.22% | +400+6.8% | Added |
| Cahill Wealth Management, LLC | 6,213 | $2.75M | 1.90% | −359−5.5% | Reduced |
| Rational Advisors LLC | 6,205 | $2.75M | 0.23% | +6,205 | New |
| Ironwood Investment Counsel, LLC | 6,192 | $2.75M | 0.62% | +786+14.5% | Added |
| USAdvisors Wealth Management, LLC | 6,183 | $2.74M | 1.30% | −35−0.6% | Reduced |
| Parker Financial LLC | 6,178 | $2.74M | 1.98% | +2,733+79.3% | Added |
| Highland Capital Management, LLC | 6,162 | $2.73M | 0.18% | −161−2.5% | Reduced |
| Highlander Partners, L.P. | 6,144 | $2.72M | 3.06% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 6,143 | $2.72M | 1.20% | +147+2.5% | Added |
| High Falls Advisors, Inc | 6,125 | $2.72M | 0.77% | −217−3.4% | Reduced |
| BNC Wealth Management, LLC | 6,124 | $2.71M | 1.44% | −457−6.9% | Reduced |
| Allegheny Financial Group LTD | 6,123 | $2.71M | 1.28% | −188−3.0% | Reduced |
| Mason Investment Advisory Services, Inc. | 6,122 | $2.71M | 0.23% | −78−1.3% | Reduced |
| Putnam Investments LLC | 6,119 | $2.71M | 0.00% | −32,343−84.1% | Reduced |
| Everett Harris & Co | 6,102 | $2.70M | 0.04% | −69−1.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,093 | $2.70M | 1.34% | +225+3.8% | Added |
| Coastwise Capital Group, LLC | 6,073 | $2.69M | 3.05% | −1,965−24.4% | Reduced |
| Capital Asset Advisory Services LLC | 5,984 | $2.69M | 0.19% | −7−0.1% | Reduced |
| Menora Mivtachim Holdings Ltd. | 6,040 | $2.68M | 0.02% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 6,021 | $2.67M | 1.02% | +6,021 | New |
| Ulrich Consultants & Investment Group, LLC | 6,018 | $2.67M | 6.45% | −120−2.0% | Reduced |
| Armstrong Henry H Associates Inc | 5,989 | $2.65M | 0.29% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 5,981 | $2.65M | 1.42% | +4,997+507.8% | Added |
| Center for Financial Planning, Inc. | 5,973 | $2.65M | 0.56% | −134−2.2% | Reduced |
| Verus Financial Partners, Inc. | 5,808 | $2.65M | 0.33% | +516+9.8% | Added |
| BFSG, LLC | 5,966 | $2.65M | 0.45% | −2,863−32.4% | Reduced |
| North Star Asset Management Inc | 5,954 | $2.64M | 0.15% | +120+2.1% | Added |
| W Advisors, LLC | 5,949 | $2.64M | 2.07% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 5,943 | $2.63M | 0.42% | −131−2.2% | Reduced |
| Waters Parkerson & Co., LLC | 5,939 | $2.63M | 0.15% | −122−2.0% | Reduced |
| Atlas Brown,Inc. | 5,940 | $2.63M | 1.16% | +621+11.7% | Added |
| Arlington Partners LLC | 5,929 | $2.63M | 0.41% | −148−2.4% | Reduced |
| Omnia Family Wealth, LLC | 5,873 | $2.61M | 1.78% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 5,891 | $2.61M | 0.84% | +3+0.1% | Added |
| Red Cedar Investment Management, LLC | 5,879 | $2.61M | 0.40% | +3,814+184.7% | Added |
| Onyx Bridge Wealth Group LLC | 5,878 | $2.61M | 0.62% | +3,227+121.7% | Added |
| Baldwin Brothers Inc | 5,875 | $2.60M | 0.21% | −68−1.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 5,871 | $2.60M | 0.17% | +4+0.1% | Added |
| Summit Financial Wealth Advisors, LLC | 5,867 | $2.60M | 0.60% | +561+10.6% | Added |
| Wealth Advisors, Inc. | 5,823 | $2.60M | 1.11% | +496+9.3% | Added |
| Eagle Global Advisors LLC | 5,853 | $2.59M | 0.17% | −40−0.7% | Reduced |
| Tillman Hartley LLC | 5,851 | $2.59M | 1.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,850 | $2.59M | 0.62% | −94−1.6% | Reduced |
| Paladin Advisory Group, LLC | 5,839 | $2.59M | 2.08% | −9−0.2% | Reduced |
| Middleton & Co Inc | 5,827 | $2.58M | 0.34% | −65−1.1% | Reduced |
| McIlrath & Eck, LLC | 5,820 | $2.58M | 0.54% | −184−3.1% | Reduced |
| Fagan Associates, Inc. | 5,819 | $2.58M | 0.63% | +17+0.3% | Added |
| Farmers National Bank | 5,811 | $2.58M | 0.88% | +154+2.7% | Added |
| Acropolis Investment Management, LLC | 5,802 | $2.57M | 0.20% | −24−0.4% | Reduced |
| Mitchell Sinkler & Starr | 5,795 | $2.57M | 0.73% | +140+2.5% | Added |
| Laurel Wealth Planning LLC | 5,794 | $2.57M | 1.83% | −1,528−20.9% | Reduced |
| Cohen Lawrence B | 5,761 | $2.55M | 1.64% | +20+0.3% | Added |
| Signet Financial Management, LLC | 5,754 | $2.55M | 0.40% | −314−5.2% | Reduced |
| Towerpoint Wealth, LLC | 5,752 | $2.55M | 1.44% | +298+5.5% | Added |
| Legacy Financial Strategies, LLC | 5,751 | $2.55M | 0.85% | +12+0.2% | Added |
| Visionary Wealth Advisors | 5,737 | $2.54M | 0.20% | +126+2.2% | Added |
| Libra Wealth LLC | 5,734 | $2.54M | 1.39% | 00.0% | Unchanged |
| Rede Wealth, LLC | 5,728 | $2.54M | 1.21% | −344−5.7% | Reduced |