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 |
|---|---|---|---|---|---|
| MBA Advisors LLC | 2,525 | $1.12M | 0.67% | +24+1.0% | Added |
| Altfest L J & Co Inc | 2,510 | $1.11M | 0.17% | +81+3.3% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,508 | $1.11M | 0.42% | −56−2.2% | Reduced |
| Blodgett Wealth Advisors, LLC | 2,504 | $1.11M | 1.15% | 00.0% | Unchanged |
| State Farm Mutual Automobile Insurance Co | 2,500 | $1.11M | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,493 | $1.11M | 0.24% | +768+44.5% | Added |
| Riverstone Advisors, LLC | 2,489 | $1.10M | 0.67% | −82−3.2% | Reduced |
| Oak Harvest Investment Services | 2,485 | $1.10M | 0.25% | −69−2.7% | Reduced |
| Grant/GrossMendelsohn, LLC | 2,487 | $1.10M | 0.45% | +2,487 | New |
| Cutler Investment Counsel LLC | 2,473 | $1.10M | 0.17% | −125−4.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 2,480 | $1.10M | 0.09% | −309−11.1% | Reduced |
| RIA Advisory Group LLC | 2,480 | $1.10M | 0.47% | −324−11.6% | Reduced |
| PrairieView Partners, LLC | 2,476 | $1.10M | 0.14% | +482+24.2% | Added |
| Excalibur Management Corp | 2,473 | $1.10M | 0.56% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 2,472 | $1.10M | 0.60% | −66−2.6% | Reduced |
| Resource Consulting Group Inc | 2,468 | $1.09M | 0.22% | +6+0.2% | Added |
| Matthew Goff Investment Advisor, LLC | 2,460 | $1.09M | 0.26% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 2,456 | $1.09M | 0.35% | −84−3.3% | Reduced |
| Main Street Research LLC | 2,446 | $1.09M | 0.17% | +206+9.2% | Added |
| Maripau Wealth Management LLC | 2,444 | $1.08M | 0.96% | +618+33.8% | Added |
| Asset Planning Services Inc | 2,437 | $1.08M | 0.66% | −2−0.1% | Reduced |
| Engrave Wealth Partners LLC | 2,433 | $1.08M | 0.34% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2,420 | $1.07M | 0.31% | +288+13.5% | Added |
| Kavar Capital Partners Group, LLC | 2,420 | $1.07M | 0.23% | −4−0.2% | Reduced |
| Greenup Street Wealth Management LLC | 2,416 | $1.07M | 0.29% | +358+17.4% | Added |
| Penbrook Management LLC | 2,415 | $1.07M | 0.78% | −35−1.4% | Reduced |
| Motco | 2,415 | $1.07M | 0.07% | −34−1.4% | Reduced |
| Northwest Investment Counselors, LLC | 2,410 | $1.07M | 0.29% | +256+11.9% | Added |
| Etfidea, LLC | 2,409 | $1.07M | 0.44% | +140+6.2% | Added |
| Sensible Money, LLC | 2,405 | $1.07M | 0.78% | −370−13.3% | Reduced |
| JustInvest LLC | 2,402 | $1.06M | 0.03% | −3,760−61.0% | Reduced |
| Kraft, Davis & Associates, LLC | 2,374 | $1.06M | 0.37% | +2,374 | New |
| Private Capital Management LLC | 2,394 | $1.06M | 0.30% | −113−4.5% | Reduced |
| West Chester Capital Advisors, Inc | 2,392 | $1.06M | 2.01% | −111−4.4% | Reduced |
| FourThought Financial Partners, LLC | 2,380 | $1.06M | 0.14% | −487−17.0% | Reduced |
| Innovis Asset Management LLC | 2,374 | $1.05M | 0.39% | −132−5.3% | Reduced |
| Collaborative Wealth Managment Inc. | 2,372 | $1.05M | 0.63% | +7+0.3% | Added |
| Leisure Capital Management | 2,370 | $1.05M | 0.58% | −6−0.3% | Reduced |
| Capital Planning Advisors, LLC | 2,368 | $1.05M | 0.21% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 2,364 | $1.05M | 0.42% | −1,460−38.2% | Reduced |
| Cigna Investments Inc | 2,360 | $1.05M | 0.20% | +30+1.3% | Added |
| Wealth Alliance Advisory Group, LLC | 2,359 | $1.05M | 0.37% | −340−12.6% | Reduced |
| LexAurum Advisors, LLC | 2,353 | $1.04M | 0.31% | −24−1.0% | Reduced |
| Options Solutions, LLC | 2,352 | $1.04M | 1.03% | +52+2.3% | Added |
| Chickasaw Capital Management LLC | 2,351 | $1.04M | 0.06% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 2,346 | $1.04M | 1.19% | +9+0.4% | Added |
| Beirne Wealth Consulting Services, LLC | 2,329 | $1.04M | 0.83% | −2,422−51.0% | Reduced |
| Fortune Financial Advisors, LLC | 2,336 | $1.04M | 0.78% | +2,336 | New |
| Baker Boyer National Bank | 2,326 | $1.03M | 0.38% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 2,318 | $1.03M | 0.81% | 00.0% | Unchanged |
| Balentine LLC | 2,315 | $1.03M | 0.03% | −995−30.1% | Reduced |
| True Link Financial Advisors, LLC | 2,310 | $1.02M | 0.12% | +143+6.6% | Added |
| McGuire Investment Group, LLC | 2,309 | $1.02M | 0.19% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 2,293 | $1.02M | 0.26% | +1,170+104.2% | Added |
| Alpha Omega Wealth Management LLC | 2,301 | $1.02M | 0.17% | +161+7.5% | Added |
| Missouri Trust & Investment Co | 2,301 | $1.02M | 0.57% | +527+29.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,299 | $1.02M | 0.08% | −40−1.7% | Reduced |
| Yarger Wealth Strategies, LLC | 2,300 | $1.02M | 0.92% | +404+21.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,299 | $1.02M | 0.21% | −75−3.2% | Reduced |
| Univest Financial Corp | 2,294 | $1.02M | 0.31% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 2,285 | $1.01M | 1.19% | +342+17.6% | Added |
| Vident Investment Advisory, LLC | 2,277 | $1.01M | 0.03% | −2−0.1% | Reduced |
| Artemis Wealth Advisors, LLC | 2,277 | $1.01M | 0.18% | +41+1.8% | Added |
| First Command Bank | 2,276 | $1.01M | 0.09% | +117+5.4% | Added |
| First Command Financial Services, Inc. | 2,276 | $1.01M | 0.09% | +117+5.4% | Added |
| ARS Wealth Advisors Group, LLC | 2,274 | $1.01M | 0.16% | −119−5.0% | Reduced |
| Parthenon LLC | 2,272 | $1.01M | 0.15% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 2,273 | $1.01M | 0.22% | −552−19.5% | Reduced |
| Mayport, LLC | 2,270 | $1.01M | 0.57% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 2,265 | $1.00M | 0.71% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 2,264 | $1.00M | 0.48% | +10.0% | Added |
| WealthPlan Investment Management, LLC | 2,261 | $1.00M | 0.30% | −62−2.7% | Reduced |
| Icapital Wealth LLC | 2,258 | $1.00M | 0.63% | +1,250+124.0% | Added |
| Alaethes Wealth LLC | 2,255 | $999.6K | 0.55% | −493−17.9% | Reduced |
| Cape Ann Savings Bank | 2,250 | $997.4K | 0.66% | +120+5.6% | Added |
| Coppell Advisory Solutions LLC | 2,273 | $995.7K | 0.29% | −967−29.8% | Reduced |
| Alerus Financial NA | 2,246 | $995.6K | 0.08% | −44−1.9% | Reduced |
| Armor Investment Advisors, LLC | 2,244 | $994.7K | 0.60% | +27+1.2% | Added |
| Levy Wealth Management Group, LLC | 2,235 | $990.9K | 0.29% | −33−1.5% | Reduced |
| Day & Ennis, LLC | 2,233 | $989.7K | 0.38% | +284+14.6% | Added |
| Corundum Trust Company, INC | 2,227 | $987.2K | 2.70% | +2,227 | New |
| Arista Wealth Management, LLC | 2,222 | $985.0K | 0.41% | 00.0% | Unchanged |
| Suncoast Equity Management | 2,218 | $983.0K | 0.15% | +667+43.0% | Added |
| Desjardins Global Asset Management Inc. | 2,206 | $977.9K | 0.11% | +1,559+241.0% | Added |
| Terra Nova Asset Management LLC | 2,203 | $976.5K | 0.89% | +1,073+95.0% | Added |
| Miramar Capital, LLC | 2,202 | $976.1K | 0.25% | −395−15.2% | Reduced |
| JNBA Financial Advisors | 2,200 | $975.4K | 0.12% | −90−3.9% | Reduced |
| Intellectus Partners, LLC | 2,192 | $975.3K | 0.29% | −110−4.8% | Reduced |
| Arq Wealth Advisors, LLC | 2,198 | $974.3K | 0.63% | −234−9.6% | Reduced |
| Vaughan & Co Securities, Inc. | 2,191 | $971.2K | 0.69% | −6−0.3% | Reduced |
| Trevian Wealth Management LLC | 2,191 | $971.0K | 7.75% | −1,194−35.3% | Reduced |
| Fulton Bank, N.A. | 2,188 | $969.9K | 0.05% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 2,185 | $968.7K | 0.59% | +5+0.2% | Added |
| Horizon Investments, LLC | 2,178 | $965.5K | 0.03% | −26−1.2% | Reduced |
| Burton Enright Welch | 2,174 | $963.8K | 0.30% | +298+15.9% | Added |
| EdgeRock Capital LLC | 2,165 | $963.2K | 0.47% | +2+0.1% | Added |
| Appleton Group, LLC | 2,169 | $961.5K | 1.34% | +29+1.4% | Added |
| Fundamentun, LLC | 2,163 | $959.1K | 0.15% | −171−7.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,162 | $958.5K | 0.22% | −89−4.0% | Reduced |
| Lewis Capital Management, LLC | 2,158 | $956.6K | 1.37% | 00.0% | Unchanged |