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 |
|---|---|---|---|---|---|
| First Capital Advisors Group, LLC. | 3,097 | $1.37M | 0.72% | −4−0.1% | Reduced |
| Ayrshire Capital Management LLC | 3,053 | $1.37M | 0.87% | −15−0.5% | Reduced |
| Breakwater Capital Group | 3,093 | $1.37M | 0.50% | −100−3.1% | Reduced |
| Lee Danner & Bass Inc | 3,087 | $1.37M | 0.12% | −664−17.7% | Reduced |
| Goodman Financial Corp | 3,075 | $1.36M | 0.38% | −407−11.7% | Reduced |
| 9258 Wealth Management, LLC | 3,072 | $1.36M | 0.26% | −178−5.5% | Reduced |
| Standard Life Aberdeen plc | 3,055 | $1.35M | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,046 | $1.35M | 0.28% | −4−0.1% | Reduced |
| Prairie Sky Financial Group LLC | 3,044 | $1.35M | 0.92% | +3,044 | New |
| SRS Capital Advisors, Inc. | 3,036 | $1.35M | 0.17% | +486+19.1% | Added |
| Citizens & Northern Corp | 3,020 | $1.34M | 0.51% | −85−2.7% | Reduced |
| PFS Investments Inc. | 3,020 | $1.34M | 0.02% | −133−4.2% | Reduced |
| Independent Wealth Network Inc. | 3,017 | $1.34M | 0.80% | +3,017 | New |
| Cassady Schiller Wealth Management, LLC | 3,016 | $1.34M | 0.73% | +458+17.9% | Added |
| Leith Wheeler Investment Counsel Ltd. | 3,015 | $1.34M | 0.17% | −21−0.7% | Reduced |
| Meridian Financial, LLC | 3,004 | $1.33M | 1.20% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 3,003 | $1.33M | 0.96% | +123+4.3% | Added |
| Westbourne Investment Advisors, Inc. | 3,002 | $1.33M | 0.60% | −61−2.0% | Reduced |
| HITE Hedge Asset Management LLC | 3,000 | $1.33M | 0.15% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 3,000 | $1.33M | 0.23% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 2,999 | $1.33M | 0.20% | +11+0.4% | Added |
| Maple Capital Management, Inc. | 2,997 | $1.33M | 0.14% | −345−10.3% | Reduced |
| Falcon Wealth Planning | 2,996 | $1.33M | 0.30% | +1,045+53.6% | Added |
| Staley Capital Advisers Inc | 2,983 | $1.32M | 0.07% | −397−11.7% | Reduced |
| Prosperity Consulting Group, LLC | 2,981 | $1.32M | 0.81% | −263−8.1% | Reduced |
| Liberty Capital Management, Inc. | 2,961 | $1.31M | 0.39% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 2,960 | $1.31M | 1.52% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 2,951 | $1.31M | 0.21% | −17−0.6% | Reduced |
| Matrix Private Capital Group LLC | 2,939 | $1.31M | 0.96% | −7−0.2% | Reduced |
| Powell Investment Advisors, LLC | 2,938 | $1.31M | 0.76% | +18+0.6% | Added |
| Lumbard & Kellner, LLC | 2,912 | $1.31M | 0.73% | −142−4.6% | Reduced |
| Summit Asset Management, LLC | 2,943 | $1.30M | 0.34% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2,937 | $1.30M | 0.13% | −286−8.9% | Reduced |
| GW&K Investment Management, LLC | 2,923 | $1.30M | 0.01% | −16,130−84.7% | Reduced |
| Welch Group, LLC | 2,915 | $1.29M | 0.07% | −314−9.7% | Reduced |
| Palo Alto Wealth Advisors, LLC | 2,900 | $1.29M | 1.03% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,859 | $1.29M | 0.72% | +4+0.1% | Added |
| Ballast Advisors LLC | 2,899 | $1.29M | 0.48% | −293−9.2% | Reduced |
| Triangle Securities Wealth Management | 2,892 | $1.28M | 0.44% | −15−0.5% | Reduced |
| W.H. Cornerstone Investments Inc. | 2,890 | $1.28M | 1.15% | +13+0.5% | Added |
| Mandatum Life Insurance Co Ltd | 2,885 | $1.28M | 0.53% | 00.0% | Unchanged |
| Auour Investments LLC | 2,878 | $1.28M | 0.54% | +2,878 | New |
| Alta Capital Management LLC | 2,872 | $1.27M | 0.09% | +177+6.6% | Added |
| Register Financial Advisors LLC | 2,850 | $1.26M | 0.90% | +2+0.1% | Added |
| Founders Financial Securities LLC | 2,843 | $1.26M | 0.17% | −62−2.1% | Reduced |
| CFS Investment Advisory Services, LLC | 2,795 | $1.24M | 0.16% | −269−8.8% | Reduced |
| Sutton Place Investors LLC | 2,794 | $1.24M | 1.72% | +2,794 | New |
| RiverGlades Family Offices LLC | 2,788 | $1.24M | 1.10% | −99−3.4% | Reduced |
| LVW Advisors, LLC | 2,782 | $1.23M | 0.25% | −74−2.6% | Reduced |
| Valtinson Bruner Financial Planning LLC | 2,780 | $1.23M | 0.66% | −54−1.9% | Reduced |
| Stonebridge Capital Advisors LLC | 2,773 | $1.23M | 0.13% | +117+4.4% | Added |
| Financial Council Asset Management Inc | 2,764 | $1.23M | 0.94% | +406+17.2% | Added |
| Somerset Group LLC | 2,761 | $1.22M | 1.02% | 00.0% | Unchanged |
| Campbell Wealth Management | 2,758 | $1.22M | 0.16% | 00.0% | Unchanged |
| Forte Capital LLC | 2,757 | $1.22M | 0.18% | +185+7.2% | Added |
| Sterling Financial Planning, Inc. | 2,734 | $1.21M | 0.60% | +8+0.3% | Added |
| Westwood Wealth Management | 2,731 | $1.21M | 0.90% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2,730 | $1.21M | 1.24% | −51−1.8% | Reduced |
| ERn Financial, LLC | 2,716 | $1.20M | 0.25% | −15−0.5% | Reduced |
| FSM Wealth Advisors, LLC | 2,716 | $1.20M | 0.60% | −990−26.7% | Reduced |
| Orgel Wealth Management, LLC | 2,702 | $1.20M | 0.04% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 2,701 | $1.20M | 0.62% | +182+7.2% | Added |
| Silicon Hills Wealth Management, LLC | 2,696 | $1.20M | 0.67% | −3−0.1% | Reduced |
| Theory Financial LLC | 2,678 | $1.19M | 0.68% | −2−0.1% | Reduced |
| Navellier & Associates Inc | 2,675 | $1.19M | 0.23% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 2,673 | $1.19M | 0.19% | 00.0% | Unchanged |
| Investment House LLC | 2,671 | $1.18M | 0.09% | 00.0% | Unchanged |
| CNB Bank | 2,670 | $1.18M | 0.70% | +675+33.8% | Added |
| Betterment LLC | 2,660 | $1.18M | 0.00% | −1,081−28.9% | Reduced |
| Heritage Investors Management Corp | 2,660 | $1.18M | 0.05% | −567−17.6% | Reduced |
| PRW Wealth Management LLC | 2,611 | $1.18M | 0.40% | −205−7.3% | Reduced |
| Monetary Management Group Inc | 2,649 | $1.17M | 0.36% | −125−4.5% | Reduced |
| Resources Management Corp | 2,647 | $1.17M | 0.18% | +1,362+106.0% | Added |
| Dana Investment Advisors, Inc. | 2,645 | $1.17M | 0.06% | 00.0% | Unchanged |
| Parkside Advisors LLC | 2,630 | $1.17M | 0.36% | −29−1.1% | Reduced |
| PDS Planning, Inc | 2,637 | $1.17M | 0.15% | −226−7.9% | Reduced |
| Papp L Roy & Associates | 2,627 | $1.16M | 0.15% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,627 | $1.16M | 0.52% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 2,627 | $1.16M | 0.56% | −37−1.4% | Reduced |
| Exchange Bank | 2,625 | $1.16M | 1.13% | +2,625 | New |
| Core Wealth Advisors, Inc. | 2,613 | $1.16M | 0.46% | −10.0% | Reduced |
| Lazari Capital Management, Inc. | 2,605 | $1.15M | 0.65% | +2,605 | New |
| Hudson Value Partners, LLC | 2,601 | $1.15M | 0.59% | −81−3.0% | Reduced |
| Solstein Capital, LLC | 2,590 | $1.15M | 0.96% | −6,866−72.6% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 2,573 | $1.14M | 0.57% | +20+0.8% | Added |
| Roof Eidam & Maycock | 2,582 | $1.14M | 0.38% | +971+60.3% | Added |
| Picton Mahoney Asset Management | 2,580 | $1.14M | 0.06% | −1,870−42.0% | Reduced |
| SMART Wealth LLC | 2,578 | $1.14M | 0.86% | +681+35.9% | Added |
| Aire Advisors, LLC | 2,574 | $1.14M | 0.30% | +214+9.1% | Added |
| Front Street Capital Management, Inc. | 1,846 | $1.14M | 0.24% | −2,341−55.9% | Reduced |
| Acorn Wealth Advisors, LLC | 2,565 | $1.14M | 0.78% | −33−1.3% | Reduced |
| Hudson Portfolio Management LLC | 2,564 | $1.14M | 1.24% | −170−6.2% | Reduced |
| Dearborn Partners LLC | 2,564 | $1.14M | 0.04% | −324−11.2% | Reduced |
| Valicenti Advisory Services Inc | 2,559 | $1.13M | 0.36% | −167−6.1% | Reduced |
| Tranquility Partners, LLC | 2,553 | $1.13M | 0.49% | −634−19.9% | Reduced |
| Southeast Asset Advisors Inc. | 2,552 | $1.13M | 0.16% | +465+22.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,548 | $1.13M | 0.17% | −212−7.7% | Reduced |
| Worth Financial Advisory Group, LLC | 2,542 | $1.13M | 1.05% | +345+15.7% | Added |
| Castle Wealth Management LLC | 2,532 | $1.13M | 0.79% | +22+0.9% | Added |
| Next Capital Management LLC | 2,541 | $1.13M | 0.52% | +473+22.9% | Added |