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 |
|---|---|---|---|---|---|
| Private Advisory Group LLC | 5,721 | $2.54M | 0.50% | +5,721 | New |
| Arcus Capital Partners, LLC | 5,715 | $2.53M | 0.76% | +854+17.6% | Added |
| Insight Advisors, LLC | 5,702 | $2.53M | 0.56% | +118+2.1% | Added |
| Wealth Management Partners, LLC | 5,674 | $2.52M | 1.58% | +111+2.0% | Added |
| Herbst Group, LLC | 5,665 | $2.51M | 1.74% | +1,321+30.4% | Added |
| Tennessee Valley Asset Management Partners | 5,665 | $2.51M | 0.81% | +20+0.4% | Added |
| LaFleur & Godfrey LLC | 5,661 | $2.51M | 0.38% | −303−5.1% | Reduced |
| High Net Worth Advisory Group LLC | 5,658 | $2.51M | 0.97% | +8+0.1% | Added |
| Parkside Investments, LLC | 5,658 | $2.51M | 0.47% | +1,754+44.9% | Added |
| BFT Financial Group, LLC | 5,644 | $2.50M | 0.29% | +20.0% | Added |
| Raab & Moskowitz Asset Management LLC | 5,641 | $2.50M | 0.86% | −70−1.2% | Reduced |
| DB Wealth Management Group, LLC | 5,625 | $2.49M | 1.53% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 5,623 | $2.49M | 0.60% | −111−1.9% | Reduced |
| Northern Oak Wealth Management Inc | 5,597 | $2.48M | 0.30% | +49+0.9% | Added |
| Intelligence Driven Advisers, LLC | 5,619 | $2.47M | 0.43% | +146+2.7% | Added |
| City Holding Co | 5,569 | $2.47M | 0.42% | −30−0.5% | Reduced |
| Ironwood Wealth Management, LLC. | 5,563 | $2.47M | 0.92% | +90+1.6% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 5,562 | $2.47M | 0.50% | +130+2.4% | Added |
| Russell Investments Group, Ltd. | 5,561 | $2.47M | 0.00% | +4,162+297.5% | Added |
| Symphony Financial, Ltd. Co. | 5,611 | $2.46M | 0.60% | +355+6.8% | Added |
| Sittner & Nelson, LLC | 5,540 | $2.46M | 1.35% | −60−1.1% | Reduced |
| Means Investment Co., Inc. | 5,538 | $2.45M | 0.39% | +219+4.1% | Added |
| TrinityPoint Wealth, LLC | 5,536 | $2.45M | 0.48% | −178−3.1% | Reduced |
| BEAM Asset Management, LLC | 5,535 | $2.45M | 1.70% | −261−4.5% | Reduced |
| Financial Advisory Corp | 5,522 | $2.45M | 1.09% | +46+0.8% | Added |
| Financial Architects, Inc | 5,486 | $2.43M | 0.37% | +152+2.8% | Added |
| WNY Asset Management, LLC | 5,483 | $2.43M | 0.52% | −86−1.5% | Reduced |
| Jackson Square Capital, LLC | 5,463 | $2.42M | 0.97% | +592+12.2% | Added |
| Baystate Wealth Management LLC | 5,453 | $2.42M | 0.20% | −328−5.7% | Reduced |
| Sky Investment Group LLC | – | $2.41M | 0.52% | – | – |
| WMG Financial Advisors, LLC | 5,432 | $2.41M | 1.77% | +5,432 | New |
| DHK Financial Advisors, Inc. | 5,411 | $2.41M | 2.05% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 5,425 | $2.40M | 0.29% | −34−0.6% | Reduced |
| First Ascent Asset Management, LLC | 5,425 | $2.40M | 0.32% | +1,070+24.6% | Added |
| ML & R Wealth Management LLC | 5,421 | $2.40M | 0.53% | +502+10.2% | Added |
| Marquette Asset Management, LLC | 5,411 | $2.40M | 0.60% | −13−0.2% | Reduced |
| Pier 88 Investment Partners LLC | 5,400 | $2.39M | 0.59% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 5,369 | $2.38M | 0.70% | −25−0.5% | Reduced |
| Parisi Gray Wealth Management | 5,806 | $2.38M | 1.09% | +3,071+112.3% | Added |
| Signature Securities Group Corporation | 5,340 | $2.37M | 0.89% | −840−13.6% | Reduced |
| Charter Research & Investment Group, Inc. | 5,341 | $2.37M | 1.96% | −5−0.1% | Reduced |
| Red Door Wealth Management, LLC | 5,339 | $2.37M | 0.53% | +3,286+160.1% | Added |
| Willis Johnson & Associates, Inc. | 5,321 | $2.36M | 0.25% | −41−0.8% | Reduced |
| East Coast Asset Management, LLC. | 5,319 | $2.36M | 1.06% | −732−12.1% | Reduced |
| Financial Network Wealth Management LLC | 5,153 | $2.35M | 1.09% | −21−0.4% | Reduced |
| SOA Wealth Advisors, LLC. | 5,310 | $2.35M | 0.55% | −112−2.1% | Reduced |
| Selective Wealth Management, Inc. | 5,353 | $2.35M | 1.17% | +5,353 | New |
| Affiance Financial, LLC | 5,300 | $2.35M | 1.14% | −7−0.1% | Reduced |
| Asset Management Group, Inc. | 5,294 | $2.35M | 0.50% | +18+0.3% | Added |
| Investmark Advisory Group LLC | 5,283 | $2.34M | 1.56% | +1,858+54.2% | Added |
| Retirement Group, LLC | 5,275 | $2.34M | 0.97% | +3,375+177.6% | Added |
| Capital City Trust Co | 5,268 | $2.34M | 0.73% | +589+12.6% | Added |
| Parsons Capital Management Inc | 5,244 | $2.32M | 0.18% | −140−2.6% | Reduced |
| Compass Ion Advisors, LLC | 5,237 | $2.32M | 0.59% | +58+1.1% | Added |
| Insight 2811, Inc. | 5,236 | $2.32M | 1.26% | +5,236 | New |
| Litman Gregory Asset Management LLC | 5,234 | $2.32M | 0.29% | +5,234 | New |
| Credential Qtrade Securities Inc. | 5,221 | $2.31M | 0.15% | +131+2.6% | Added |
| Anchor Investment Management, LLC | 5,191 | $2.30M | 0.29% | +101+2.0% | Added |
| White Knight Strategic Wealth Advisors, LLC | 5,183 | $2.30M | 2.69% | −143−2.7% | Reduced |
| Rice Partnership, LLC | 5,156 | $2.29M | 0.63% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 5,154 | $2.28M | 0.53% | +8+0.2% | Added |
| Roger Wittlin Investment Advisory, LLC | 5,146 | $2.28M | 1.85% | +939+22.3% | Added |
| McAdam, LLC | 5,126 | $2.27M | 0.19% | +76+1.5% | Added |
| Ironwood Financial, llc | 5,119 | $2.27M | 0.60% | +48+0.9% | Added |
| Brandywine Oak Private Wealth LLC | 5,115 | $2.27M | 0.25% | +10.0% | Added |
| Summit Financial Strategies, Inc. | 5,108 | $2.26M | 0.42% | +57+1.1% | Added |
| Mathes Company, Inc. | 5,103 | $2.26M | 0.99% | +5,103 | New |
| Leeward Financial Partners, LLC | 5,099 | $2.26M | 1.30% | 00.0% | Unchanged |
| LWS Wealth Advisors, Inc. | 5,094 | $2.26M | 0.95% | −1,443−22.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 5,090 | $2.26M | 1.69% | −145−2.8% | Reduced |
| LMCG Investments, LLC | 5,074 | $2.25M | 0.15% | −102−2.0% | Reduced |
| Summit Place Financial Advisors, LLC | 5,073 | $2.25M | 1.46% | +4+0.1% | Added |
| Invesco Ltd. | 5,062 | $2.24M | 0.00% | +5,016+10,904.3% | Added |
| ZRC Wealth Management, LLC | 5,061 | $2.24M | 1.89% | +20.0% | Added |
| InTrack Investment Management Inc | 5,059 | $2.24M | 1.83% | −79−1.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,058 | $2.24M | 1.10% | +820+19.3% | Added |
| Octavia Wealth Advisors, LLC | 5,021 | $2.23M | 0.45% | +972+24.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 5,038 | $2.23M | 0.65% | −5−0.1% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 5,033 | $2.23M | 0.51% | −60−1.2% | Reduced |
| Pavion Blue Capital, LLC | 5,027 | $2.23M | 1.30% | −14−0.3% | Reduced |
| Peterson Wealth Services | 5,025 | $2.23M | 1.07% | −6−0.1% | Reduced |
| ProVise Management Group, LLC | 5,015 | $2.22M | 0.20% | −662−11.7% | Reduced |
| Duncker Streett & Co Inc | 5,001 | $2.22M | 0.50% | +8+0.2% | Added |
| Revolve Wealth Partners, LLC | 4,984 | $2.21M | 0.52% | −189−3.7% | Reduced |
| Denver Wealth Management, Inc. | 4,983 | $2.21M | 1.54% | −639−11.4% | Reduced |
| Silverleafe Capital Partners, LLC | 4,983 | $2.21M | 1.37% | −82−1.6% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,973 | $2.21M | 0.72% | +152+3.2% | Added |
| Gemmer Asset Management LLC | 4,971 | $2.20M | 0.30% | −198−3.8% | Reduced |
| SkyView Investment Advisors, LLC | 8,335 | $2.20M | 0.55% | −40.0% | Reduced |
| Geometric Wealth Advisors | 4,898 | $2.20M | 0.68% | +184+3.9% | Added |
| Searle & Co. | 4,805 | $2.20M | 0.68% | +5+0.1% | Added |
| Cadinha & Co LLC | 4,950 | $2.19M | 0.40% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 4,938 | $2.19M | 1.98% | −23−0.5% | Reduced |
| Erickson Financial Group, LLC | 4,942 | $2.19M | 1.99% | −20−0.4% | Reduced |
| Wall Street Access Asset Management, LLC | 4,942 | $2.19M | 1.26% | +19+0.4% | Added |
| Index Fund Advisors, Inc. | 4,940 | $2.19M | 0.14% | −50−1.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 4,939 | $2.19M | 0.31% | −742−13.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 4,937 | $2.19M | 0.75% | −556−10.1% | Reduced |
| BHK Investment Advisors, LLC | 4,929 | $2.18M | 0.94% | +10.0% | Added |
| Marshall & Sullivan Inc | 4,911 | $2.18M | 1.22% | 00.0% | Unchanged |