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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 4,174 | $1.85M | 0.84% | +669+19.1% | Added |
| Meeder Advisory Services, Inc. | 4,165 | $1.85M | 0.20% | +2,464+144.9% | Added |
| Curran Financial Partners, LLC | 4,158 | $1.84M | 0.80% | +1,121+36.9% | Added |
| Tempus Wealth Planning, LLC | 4,151 | $1.84M | 0.83% | −19−0.5% | Reduced |
| Nottingham Advisors, Inc. | 4,146 | $1.84M | 0.24% | +35+0.9% | Added |
| Yacktman Asset Management LP | 4,140 | $1.84M | 0.02% | +675+19.5% | Added |
| Team Hewins, LLC | 4,119 | $1.83M | 0.87% | −44−1.1% | Reduced |
| City State Bank | 4,133 | $1.83M | 0.99% | −20−0.5% | Reduced |
| White Lighthouse Investment Management Inc. | 4,120 | $1.83M | 0.44% | +12+0.3% | Added |
| Horan Capital Advisors, LLC. | 4,116 | $1.82M | 0.71% | −25−0.6% | Reduced |
| Spotlight Asset Group, Inc. | 4,112 | $1.82M | 1.63% | −106−2.5% | Reduced |
| Wunderlich Capital Managemnt | 4,106 | $1.82M | 0.89% | −180−4.2% | Reduced |
| Legacy Private Trust Co. | 4,099 | $1.82M | 0.15% | −114−2.7% | Reduced |
| Morton Capital Management LLC | 4,098 | $1.82M | 0.62% | −41−1.0% | Reduced |
| Beck Bode, LLC | 4,077 | $1.81M | 0.44% | −294−6.7% | Reduced |
| Resurgent Financial Advisors LLC | 4,073 | $1.81M | 1.20% | −4,014−49.6% | Reduced |
| Kornitzer Capital Management Inc | 4,065 | $1.80M | 0.04% | +800+24.5% | Added |
| Valley National Advisers Inc | 4,062 | $1.80M | 0.30% | −156−3.7% | Reduced |
| Sonata Capital Group Inc | 4,059 | $1.80M | 0.93% | −58−1.4% | Reduced |
| Girard Partners Ltd. | 4,053 | $1.80M | 0.19% | −20−0.5% | Reduced |
| Headinvest, LLC | 4,022 | $1.79M | 0.39% | +33+0.8% | Added |
| Congress Park Capital LLC | 4,038 | $1.79M | 1.00% | −1,950−32.6% | Reduced |
| Grandfield & Dodd, LLC | 4,033 | $1.79M | 0.12% | +40+1.0% | Added |
| Executive Wealth Management, LLC | 4,028 | $1.79M | 0.18% | +439+12.2% | Added |
| Westside Investment Management, Inc. | 4,025 | $1.78M | 0.50% | +52+1.3% | Added |
| Sterling Investment Counsel, LLC | 4,020 | $1.78M | 0.96% | −8−0.2% | Reduced |
| Oxbow Advisors, LLC | 4,008 | $1.78M | 0.28% | +16+0.4% | Added |
| Prosperity Financial Group, Inc. | 4,006 | $1.78M | 1.56% | +1,088+37.3% | Added |
| Aristides Capital LLC | 4,000 | $1.77M | 1.05% | −11,780−74.7% | Reduced |
| Vaughan David Investments LLC | 3,996 | $1.77M | 0.05% | +63+1.6% | Added |
| LGT Financial Advisors LLC | 3,997 | $1.77M | 1.89% | +13+0.3% | Added |
| Green Square Capital Advisors LLC | 3,994 | $1.77M | 0.22% | −35−0.9% | Reduced |
| Abacus Wealth Partners, LLC | 3,986 | $1.77M | 0.53% | −617−13.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,915 | $1.76M | 0.68% | +2,191+127.1% | Added |
| Retirement Investment Advisors, Inc. | 3,966 | $1.76M | 0.21% | 00.0% | Unchanged |
| Geneva Partners, LLC | 3,955 | $1.75M | 1.14% | +10+0.3% | Added |
| Northstar Group, Inc. | 3,952 | $1.75M | 0.41% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,950 | $1.75M | 0.16% | +145+3.8% | Added |
| Allegiance Financial Group Advisory Services LLC | 3,944 | $1.75M | 1.03% | −41−1.0% | Reduced |
| Abound Wealth Management | 3,943 | $1.75M | 0.73% | +31+0.8% | Added |
| Lion Street Advisors, LLC | 3,799 | $1.74M | 0.59% | −496−11.5% | Reduced |
| Sculati Wealth Management, LLC | 3,926 | $1.74M | 0.88% | −12−0.3% | Reduced |
| Palouse Capital Management, Inc. | 3,924 | $1.74M | 1.22% | −554−12.4% | Reduced |
| Northeast Investment Management | 3,914 | $1.73M | 0.10% | +2,084+113.9% | Added |
| Sebold Capital Management, Inc. | 3,911 | $1.73M | 1.38% | +92+2.4% | Added |
| Hall Laurie J Trustee | 3,907 | $1.73M | 0.69% | −230−5.6% | Reduced |
| Teamwork Financial Advisors, LLC | 3,894 | $1.73M | 0.28% | −73−1.8% | Reduced |
| First American Trust, FSB | 3,890 | $1.73M | 0.24% | −117−2.9% | Reduced |
| Column Capital Advisors, LLC | 3,881 | $1.72M | 0.24% | −28−0.7% | Reduced |
| Canal Capital Management, LLC | 3,869 | $1.72M | 0.35% | −183−4.5% | Reduced |
| Black Diamond Financial, LLC | 3,867 | $1.71M | 0.51% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 3,865 | $1.71M | 1.04% | −1,184−23.5% | Reduced |
| CCG Wealth Management, LLC | 3,857 | $1.71M | 1.07% | −190−4.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,852 | $1.71M | 0.13% | −2−0.1% | Reduced |
| Richard W. Paul & Associates, LLC | 3,848 | $1.71M | 0.74% | +644+20.1% | Added |
| Exchange Capital Management, Inc. | 3,848 | $1.71M | 0.32% | +1,002+35.2% | Added |
| Cambridge Advisors Inc. | 3,848 | $1.71M | 0.44% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 3,845 | $1.70M | 0.05% | −519−11.9% | Reduced |
| Archford Capital Strategies, LLC | 3,744 | $1.70M | 0.32% | +36+1.0% | Added |
| PBMares Wealth Management LLC | 3,824 | $1.70M | 0.61% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 3,823 | $1.69M | 0.02% | −223−5.5% | Reduced |
| Advisor Partners II, LLC | 3,818 | $1.69M | 0.08% | −40−1.0% | Reduced |
| Cottage Street Advisors LLC | 3,815 | $1.69M | 1.23% | +16+0.4% | Added |
| Manhattan West Asset Management, LLC | 3,805 | $1.69M | 0.63% | +820+27.5% | Added |
| Bank of Nova Scotia Trust Co | 3,795 | $1.68M | 0.18% | +75+2.0% | Added |
| Prosperity Wealth Management, Inc. | 3,792 | $1.68M | 1.10% | +761+25.1% | Added |
| Barr E S & Co | 3,783 | $1.68M | 0.13% | −50−1.3% | Reduced |
| FMB Wealth Management | 3,775 | $1.67M | 1.78% | 00.0% | Unchanged |
| American Planning Services, Inc. | 3,758 | $1.67M | 1.09% | −14−0.4% | Reduced |
| JFG Wealth Management, LLC | 3,753 | $1.66M | 0.51% | +3,753 | New |
| Droms Strauss Advisors Inc | 3,753 | $1.66M | 0.69% | −125−3.2% | Reduced |
| Agate Pass Investment Management, LLC | 3,747 | $1.66M | 1.01% | −93−2.4% | Reduced |
| First Personal Financial Services | 3,745 | $1.66M | 0.41% | −40−1.1% | Reduced |
| Winch Advisory Services, LLC | 3,734 | $1.66M | 0.59% | −398−9.6% | Reduced |
| Traynor Capital Management, Inc. | 3,725 | $1.65M | 0.21% | +97+2.7% | Added |
| MPS Loria Financial Planners, LLC | 3,719 | $1.65M | 0.62% | −49−1.3% | Reduced |
| Cornerstone Advisory, LLC | 3,703 | $1.64M | 0.29% | −1,312−26.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,699 | $1.64M | 0.44% | +1,012+37.7% | Added |
| Alterna Wealth Management, Inc | 3,697 | $1.64M | 1.90% | +47+1.3% | Added |
| Centurion Wealth Management LLC | 3,683 | $1.63M | 0.79% | −371−9.2% | Reduced |
| SP Asset Management LLC | 3,682 | $1.63M | 0.18% | +13+0.4% | Added |
| LaSalle St. Investment Advisors, LLC | 3,668 | $1.63M | 0.72% | −1,418−27.9% | Reduced |
| Concentric Capital Strategies, LP | 3,663 | $1.62M | 0.35% | −6,386−63.5% | Reduced |
| XML Financial, LLC | 3,662 | $1.62M | 0.19% | +73+2.0% | Added |
| Banta Asset Management LP | 3,660 | $1.62M | 1.89% | −35−0.9% | Reduced |
| Bell Investment Advisors, Inc | 3,653 | $1.62M | 0.36% | +871+31.3% | Added |
| JSF Financial, LLC | 3,633 | $1.61M | 0.57% | −56−1.5% | Reduced |
| Retirement Guys Formula LLC | 3,630 | $1.61M | 0.93% | −207−5.4% | Reduced |
| Stoneridge Investment Partners LLC | 3,629 | $1.61M | 0.70% | +80+2.3% | Added |
| Pin Oak Investment Advisors Inc | 3,617 | $1.61M | 1.78% | +90+2.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,625 | $1.61M | 0.10% | −153−4.0% | Reduced |
| Wagner Wealth Management, LLC | 3,623 | $1.61M | 0.61% | −213−5.6% | Reduced |
| Atlantic Union Bankshares Corp | 3,617 | $1.60M | 0.16% | +37+1.0% | Added |
| Oberweis Asset Management Inc | 3,597 | $1.59M | 0.19% | +10+0.3% | Added |
| Elk River Wealth Management, LLC | 3,581 | $1.59M | 0.34% | −1,065−22.9% | Reduced |
| Sentry LLC | 3,594 | $1.59M | 0.35% | 00.0% | Unchanged |
| Hyman Charles D | 3,593 | $1.59M | 0.10% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 3,593 | $1.59M | 0.08% | +167+4.9% | Added |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $1.59M | 0.33% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 3,592 | $1.59M | 0.57% | −382−9.6% | Reduced |