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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Advisors Preferred, LLC | 106,169 | $47.1M | 11.63% | +105,819+30,234.0% | Added |
| Sequoia Financial Advisors, LLC | 106,041 | $47.0M | 0.81% | +63,595+149.8% | Added |
| Cambridge Associates LLC | 104,589 | $46.4M | 3.47% | +1,477+1.4% | Added |
| Merit Financial Group, LLC | 104,091 | $46.1M | 1.50% | +11,813+12.8% | Added |
| Midwest Professional Planners, LTD. | 103,603 | $45.9M | 20.12% | +36,469+54.3% | Added |
| Tiedemann Advisors, LLC | 102,974 | $45.8M | 1.95% | +797+0.8% | Added |
| Omers Administration Corp | 103,235 | $45.8M | 0.71% | 00.0% | Unchanged |
| Farmers Trust Co | 103,125 | $45.7M | 9.78% | −8,250−7.4% | Reduced |
| Joel Isaacson & Co., LLC | 102,972 | $45.6M | 3.06% | −1,064−1.0% | Reduced |
| Regions Financial Corp | 102,659 | $45.5M | 0.39% | −4,404−4.1% | Reduced |
| Allen Investment Management LLC | 101,715 | $45.1M | 0.66% | −37,929−27.2% | Reduced |
| Gladstone Institutional Advisory LLC | 101,266 | $44.9M | 2.74% | +3,117+3.2% | Added |
| All Terrain Financial Advisors, LLC | 101,210 | $44.9M | 20.20% | −542−0.5% | Reduced |
| Dean, Jacobson Financial Services, LLC | 100,459 | $44.5M | 40.31% | −396−0.4% | Reduced |
| Two Sigma Securities, LLC | 100,397 | $44.5M | 3.64% | +1,501+1.5% | Added |
| Select Asset Management & Trust | 100,258 | $44.4M | 27.13% | +17,813+21.6% | Added |
| First Western Trust Bank | 100,189 | $44.4M | 2.17% | −1,942−1.9% | Reduced |
| Becker Capital Management Inc | 99,386 | $44.2M | 1.67% | +6,312+6.8% | Added |
| Steel Peak Wealth Management LLC | 99,335 | $44.1M | 2.64% | +15,252+18.1% | Added |
| Global Retirement Partners, LLC | 99,384 | $44.1M | 2.15% | +717+0.7% | Added |
| Bremer Bank National Association | 99,092 | $43.9M | 8.38% | −5,661−5.4% | Reduced |
| Brandywine Trust Co | 98,807 | $43.8M | 9.64% | +36,881+59.6% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 98,330 | $43.6M | 1.39% | −2,628−2.6% | Reduced |
| Woodard & Co Asset Management Group Inc | 98,329 | $43.6M | 14.46% | +133+0.1% | Added |
| Foundations Investment Advisors, LLC | 98,238 | $43.5M | 1.44% | +32,458+49.3% | Added |
| Wind River Trust Co | 97,906 | $43.4M | 18.73% | −2,273−2.3% | Reduced |
| Simmons Bank | 97,848 | $43.4M | 3.64% | −9,701−9.0% | Reduced |
| NTV Asset Management LLC | 97,070 | $43.0M | 7.50% | −1,494−1.5% | Reduced |
| Greenleaf Trust | 97,011 | $43.0M | 0.46% | −1,971−2.0% | Reduced |
| Westshore Wealth, LLC | 96,967 | $43.0M | 21.96% | +285+0.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 96,688 | $42.9M | 1.73% | −995−1.0% | Reduced |
| Tucker Asset Management LLC | 96,670 | $42.9M | 12.45% | +5,034+5.5% | Added |
| German American Bancorp, Inc. | 95,841 | $42.5M | 5.98% | −2,321−2.4% | Reduced |
| Intercontinental Wealth Advisors, LLC | 95,724 | $42.4M | 10.13% | +5,982+6.7% | Added |
| Carnegie Capital Asset Management, LLC | 95,601 | $42.4M | 1.57% | −2,280−2.3% | Reduced |
| Garda Capital Partners LP | 95,457 | $42.3M | 20.25% | −5,585−5.5% | Reduced |
| Novare Capital Management LLC | 94,984 | $42.1M | 4.52% | −11,663−10.9% | Reduced |
| Cullinan Associates Inc | 94,976 | $42.1M | 2.31% | +3,370+3.7% | Added |
| Spire Wealth Management | 94,799 | $42.0M | 1.55% | −402−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 94,140 | $41.7M | 0.68% | +8,934+10.5% | Added |
| Olympus Wealth Management, LLC | 94,001 | $41.7M | 22.45% | −282−0.3% | Reduced |
| Crewe Advisors LLC | 93,932 | $41.6M | 5.85% | −1,840−1.9% | Reduced |
| Greenhouse Wealth Management, LLC | 93,928 | $41.6M | 36.73% | −962−1.0% | Reduced |
| J.W. Cole Advisors, Inc. | 93,919 | $41.6M | 2.97% | −6,550−6.5% | Reduced |
| Sentinel Pension Advisors Inc | 92,994 | $41.2M | 9.99% | +152+0.2% | Added |
| Arrowstreet Capital, Limited Partnership | 92,560 | $41.0M | 0.05% | −249,236−72.9% | Reduced |
| HM Payson & Co | 92,509 | $41.0M | 0.92% | −1,133−1.2% | Reduced |
| Trinity Financial Advisors LLC | 92,414 | $41.0M | 21.99% | +3,576+4.0% | Added |
| Mechanics Bank Trust Department | 92,273 | $40.9M | 6.53% | −1,008−1.1% | Reduced |
| Aua Capital Management, LLC | 91,695 | $40.6M | 27.99% | −3,891−4.1% | Reduced |
| Colony Group LLC | 91,306 | $40.5M | 0.57% | −8,285−8.3% | Reduced |
| LGL Partners, LLC | 91,251 | $40.4M | 6.92% | −12,164−11.8% | Reduced |
| Vanguard Group Inc | 91,111 | $40.4M | 0.00% | −208−0.2% | Reduced |
| iA Global Asset Management Inc. | 91,194 | $40.3M | 1.07% | +91,194 | New |
| Juniper Hill Capital Management LP | 90,298 | $40.2M | 13.39% | +90,298 | New |
| Graypoint LLC | 90,452 | $40.1M | 3.98% | −1,381−1.5% | Reduced |
| Mount Capital Ltd | 89,316 | $39.6M | 15.37% | +68,716+333.6% | Added |
| Atlantic Private Wealth, LLC | 89,257 | $39.6M | 40.24% | −1,508−1.7% | Reduced |
| D.A. Davidson & Co. | 89,077 | $39.5M | 0.42% | +668+0.8% | Added |
| Aj Wealth Strategies, LLC | 88,385 | $39.2M | 1.89% | +1,005+1.2% | Added |
| Public Sector Pension Investment Board | 88,077 | $39.0M | 0.28% | +29,256+49.7% | Added |
| Nicholas Hoffman & Company, LLC. | 87,836 | $38.9M | 1.52% | −4,384−4.8% | Reduced |
| NEIRG Wealth Management, LLC | 86,946 | $38.5M | 7.11% | +44,362+104.2% | Added |
| Marmo Financial Group, LLC | 86,016 | $38.1M | 34.46% | −4,369−4.8% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 85,958 | $38.1M | 36.58% | +57,167+198.6% | Added |
| Ninepoint Partners LP | 85,600 | $37.9M | 4.94% | −4,450−4.9% | Reduced |
| Daniels&Tansey,LLP | 84,893 | $37.6M | 12.49% | −1,444−1.7% | Reduced |
| Retirement Income Solutions, Inc | 84,862 | $37.6M | 10.07% | +3,598+4.4% | Added |
| Perigon Wealth Management, LLC | 96,333 | $37.2M | 1.46% | +32,052+49.9% | Added |
| Chicago Partners Investment Group LLC | 82,551 | $37.2M | 1.93% | −392−0.5% | Reduced |
| V Wealth Advisors LLC | 83,712 | $37.1M | 6.32% | +3,238+4.0% | Added |
| Allie Family Office LLC | 83,324 | $37.0M | 26.55% | −2,556−3.0% | Reduced |
| National Asset Management, Inc. | 83,013 | $36.9M | 0.83% | +752+0.9% | Added |
| Kent Ziegler | 83,158 | $36.9M | 22.50% | 00.0% | Unchanged |
| Guidance Capital, Inc | 82,638 | $36.8M | 16.01% | +82,638 | New |
| Prio Wealth Limited Partnership | 82,281 | $36.5M | 1.31% | −1,471−1.8% | Reduced |
| Sigma Planning Corp | 82,259 | $36.5M | 1.31% | +1,805+2.2% | Added |
| Savant Capital, LLC | 82,100 | $36.4M | 0.57% | +36,732+81.0% | Added |
| Change Path, LLC | 81,680 | $36.2M | 1.69% | +1,610+2.0% | Added |
| Traverso Chambers Private Wealth Management, LLC | 81,545 | $36.1M | 9.49% | −2,120−2.5% | Reduced |
| Activest Wealth Management | 106,070 | $36.1M | 25.07% | −1,909−1.8% | Reduced |
| Atlas Private Wealth Advisors | 80,982 | $35.9M | 7.27% | +41,763+106.5% | Added |
| Eqis Capital Management, Inc. | 80,344 | $35.6M | 4.00% | +44,030+121.2% | Added |
| RSM US Wealth Management LLC | 79,897 | $35.5M | 1.21% | +2,164+2.8% | Added |
| Lutz Financial Services LLC | 79,235 | $35.1M | 3.78% | −517−0.6% | Reduced |
| American Asset Management Inc. | 78,836 | $34.9M | 36.50% | +1,272+1.6% | Added |
| Capasso Planning Partners LLC | 78,404 | $34.8M | 18.69% | +15,574+24.8% | Added |
| Cumberland Advisors Inc | 78,325 | $34.7M | 15.87% | −26,950−25.6% | Reduced |
| Wealthcare Advisory Partners LLC | 78,319 | $34.7M | 1.55% | −8,686−10.0% | Reduced |
| Banque Pictet & Cie SA | 78,279 | $34.7M | 0.30% | −213−0.3% | Reduced |
| Pacific Wealth Management | 77,861 | $34.5M | 22.44% | +17,379+28.7% | Added |
| Argent Trust Co | 77,393 | $34.3M | 1.86% | +275+0.4% | Added |
| Choate Investment Advisors | 77,038 | $34.1M | 1.43% | −363−0.5% | Reduced |
| SNS Financial Group, LLC | 76,441 | $34.0M | 4.43% | −7,937−9.4% | Reduced |
| Lindbrook Capital, LLC | 75,828 | $33.6M | 3.58% | +8,812+13.1% | Added |
| Paragon Wealth Strategies, LLC | 75,730 | $33.6M | 10.60% | +75,730 | New |
| CoreCap Advisors, LLC | 74,951 | $33.2M | 2.37% | +74,951 | New |
| Yousif Capital Management, LLC | 74,877 | $33.2M | 0.40% | −25,539−25.4% | Reduced |
| Marshall Wace, LLP | 74,632 | $33.1M | 0.07% | +74,632 | New |
| Wetherby Asset Management Inc | 74,248 | $32.9M | 1.78% | −280.0% | Reduced |