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 |
|---|---|---|---|---|---|
| Advisor Resource Council | 73,877 | $32.7M | 19.10% | −25,093−25.4% | Reduced |
| Strategic Wealth Designers | 73,732 | $32.7M | 5.19% | +1,464+2.0% | Added |
| SFG Wealth Management, LLC. | 73,324 | $32.5M | 27.24% | +5,097+7.5% | Added |
| Frank, Rimerman Advisors LLC | 73,113 | $32.4M | 7.74% | +3,272+4.7% | Added |
| Pinkerton Retirement Specialists, LLC | 72,845 | $32.3M | 6.38% | +1,835+2.6% | Added |
| 4Thought Financial Group Inc. | 72,571 | $32.2M | 25.67% | −2,283−3.0% | Reduced |
| Boston Family Office LLC | 72,517 | $32.1M | 2.46% | −6,129−7.8% | Reduced |
| LSP Investment Advisors, LLC | 72,200 | $32.0M | 17.94% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 71,946 | $31.9M | 10.25% | −812−1.1% | Reduced |
| NewSquare Capital LLC | 71,850 | $31.8M | 3.31% | −651−0.9% | Reduced |
| Summit Trail Advisors, LLC | 71,365 | $31.8M | 1.20% | −6,486−8.3% | Reduced |
| Schroder Investment Management Group | 71,522 | $31.7M | 0.05% | −20,604−22.4% | Reduced |
| Wealth Advisory Solutions, LLC | 71,517 | $31.7M | 8.46% | −244−0.3% | Reduced |
| Strategic Equity Management | 71,304 | $31.6M | 10.82% | +228+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 71,148 | $31.5M | 0.31% | +302+0.4% | Added |
| Clearstead Advisors, LLC | 71,032 | $31.5M | 1.91% | +13,680+23.9% | Added |
| Flputnam Investment Management Co | 70,701 | $31.3M | 0.85% | +3,495+5.2% | Added |
| Seven Post Investment Office LP | 70,361 | $31.2M | 9.65% | +1,440+2.1% | Added |
| Pinebridge Investments, L.P. | 70,039 | $31.0M | 0.33% | −6,364−8.3% | Reduced |
| Laurion Capital Management LP | 70,000 | $31.0M | 1.33% | +70,000 | New |
| Adviser Investments LLC | 69,314 | $30.7M | 0.67% | +9,476+15.8% | Added |
| Oppenheimer & Co Inc | 69,036 | $30.6M | 0.61% | −173−0.2% | Reduced |
| MKT Advisors LLC | 66,387 | $30.3M | 21.42% | −763−1.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 68,168 | $30.2M | 0.43% | −1,313−1.9% | Reduced |
| Transform Wealth, LLC | 67,398 | $30.0M | 2.70% | +9,623+16.7% | Added |
| Advisory Services Network, LLC | 67,242 | $29.8M | 0.79% | −1,148−1.7% | Reduced |
| Meridian Wealth Management, LLC | 66,920 | $29.7M | 2.50% | −2,638−3.8% | Reduced |
| Asset Management One Co.,Ltd. | 66,450 | $29.5M | 0.12% | −40,050−37.6% | Reduced |
| Hantz Financial Services, Inc. | 66,407 | $29.4M | 0.74% | −683−1.0% | Reduced |
| StrategIQ Financial Group, LLC | 66,141 | $29.3M | 3.35% | −5,045−7.1% | Reduced |
| Afg Fiduciary Services Limited Partnership | 64,809 | $29.1M | 21.93% | +561+0.9% | Added |
| Anfield Capital Management, LLC | 65,539 | $29.1M | 12.67% | +8,900+15.7% | Added |
| Williams Jones Wealth Management, LLC. | 65,153 | $28.9M | 0.43% | −28,252−30.2% | Reduced |
| Clear Harbor Asset Management, LLC | 65,137 | $28.9M | 2.84% | +38+0.1% | Added |
| Zacks Investment Management | 64,814 | $28.7M | 0.36% | −2,957−4.4% | Reduced |
| Raymond James Trust N.A. | 64,750 | $28.7M | 0.83% | +6,442+11.0% | Added |
| Principal Financial Group Inc | 64,668 | $28.7M | 0.02% | +1,186+1.9% | Added |
| First Financial Bank - Trust Division | 64,629 | $28.6M | 2.99% | +38+0.1% | Added |
| Crescent Grove Advisors, LLC | 64,163 | $28.5M | 3.06% | −1,324−2.0% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 64,584 | $28.5M | 5.86% | +765+1.2% | Added |
| Bryn Mawr Trust Co | 64,192 | $28.5M | 1.19% | −1,006−1.5% | Reduced |
| Inscription Capital, LLC | 63,912 | $28.3M | 8.81% | +249+0.4% | Added |
| IPG Investment Advisors LLC | 63,636 | $28.3M | 6.18% | +9,595+17.8% | Added |
| Amarillo National Bank | 63,830 | $28.3M | 5.49% | −55−0.1% | Reduced |
| Capital Wealth Planning, LLC | 63,746 | $28.3M | 0.35% | +6,420+11.2% | Added |
| Cypress Capital, LLC | 63,675 | $28.2M | 8.12% | −1,042−1.6% | Reduced |
| Roth Financial Partners LLC | 63,143 | $28.0M | 17.54% | −620−1.0% | Reduced |
| MTC Wealth Management LLC | 63,026 | $27.9M | 13.49% | +1,562+2.5% | Added |
| Signaturefd, LLC | 62,960 | $27.9M | 0.71% | −185−0.3% | Reduced |
| Abbrea Capital, LLC | 62,703 | $27.9M | 4.29% | +140.0% | Added |
| Caldwell Trust Co | 62,771 | $27.8M | 3.63% | −6,382−9.2% | Reduced |
| Black Maple Capital Management LP | 62,770 | $27.8M | 32.42% | −4,285−6.4% | Reduced |
| North Star Investment Management Corp. | 62,764 | $27.8M | 2.26% | −403−0.6% | Reduced |
| Evermay Wealth Management LLC | 62,541 | $27.8M | 5.35% | −965−1.5% | Reduced |
| TownSquare Capital, LLC | 62,508 | $27.7M | 0.51% | +11,709+23.0% | Added |
| Associated Banc-Corp | 61,783 | $27.4M | 1.04% | +2,364+4.0% | Added |
| IFG Advisors, LLC | 61,735 | $27.4M | 9.71% | +4,051+7.0% | Added |
| First Nebraska Trust Co | 61,693 | $27.3M | 3.27% | +131+0.2% | Added |
| Dumont & Blake Investment Advisors LLC | 61,430 | $27.2M | 8.85% | −1,548−2.5% | Reduced |
| Hall Kathryn A. | 61,360 | $27.2M | 8.87% | −4,220−6.4% | Reduced |
| Chesley Taft & Associates LLC | 61,312 | $27.2M | 1.66% | +998+1.7% | Added |
| BigSur Wealth Management LLC | 60,604 | $27.0M | 12.89% | −3,200−5.0% | Reduced |
| Aspiriant, LLC | 60,772 | $26.9M | 1.36% | −1,390−2.2% | Reduced |
| Birinyi Associates Inc | 60,726 | $26.9M | 9.83% | −689−1.1% | Reduced |
| State of Wyoming | 60,715 | $26.9M | 7.86% | −1,015−1.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 60,146 | $26.8M | 1.95% | −1,881−3.0% | Reduced |
| Schechter Investment Advisors, LLC | 60,352 | $26.8M | 2.40% | +416+0.7% | Added |
| Fiduciary Trust Co | 60,124 | $26.7M | 0.47% | +15,954+36.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 59,823 | $26.5M | 12.31% | +599+1.0% | Added |
| Stevens Capital Management LP | 59,800 | $26.5M | 5.45% | +50,700+557.1% | Added |
| Aspen Grove Capital, LLC | 59,573 | $26.5M | 8.57% | +4,017+7.2% | Added |
| Marathon Trading Investment Management LLC | 59,669 | $26.5M | 16.45% | +31,802+114.1% | Added |
| Pegasus Partners Ltd. | 59,659 | $26.4M | 3.89% | −802−1.3% | Reduced |
| HMS Capital Management, LLC | 59,635 | $26.4M | 16.05% | −5,497−8.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 59,106 | $26.2M | 8.00% | +1,844+3.2% | Added |
| Independent Financial Group, LLC | 59,100 | $26.2M | 1.81% | +4,555+8.4% | Added |
| Johnson Financial Group, Inc. | 58,556 | $26.0M | 1.80% | −7,457−11.3% | Reduced |
| Generation Investment Management LLP | 58,560 | $26.0M | 0.13% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 58,484 | $25.9M | 0.13% | −902−1.5% | Reduced |
| Solitude Financial Services | 58,462 | $25.9M | 14.69% | +1,379+2.4% | Added |
| Bromfield Sneider Wealth Advisors | 58,173 | $25.8M | 20.47% | −997−1.7% | Reduced |
| Washburn Capital Management, Inc. | 58,113 | $25.8M | 21.52% | +2,894+5.2% | Added |
| Summit Financial, LLC | 57,862 | $25.7M | 1.88% | +551+1.0% | Added |
| Howland Capital Management LLC | 57,774 | $25.7M | 1.48% | −509−0.9% | Reduced |
| Source Financial Advisors LLC | 57,601 | $25.5M | 8.38% | +2,223+4.0% | Added |
| Oppenheimer Asset Management Inc. | 57,521 | $25.5M | 0.38% | +188+0.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 57,502 | $25.5M | 14.91% | +283+0.5% | Added |
| Cornerstone Wealth Group, LLC | 57,112 | $25.3M | 4.59% | +605+1.1% | Added |
| Brookfield Asset Management Inc. | 57,111 | $25.3M | 0.10% | −10,924−16.1% | Reduced |
| Calamos Wealth Management LLC | 56,835 | $25.2M | 1.85% | −5,382−8.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 54,997 | $25.1M | 10.75% | +1,721+3.2% | Added |
| Teachers Retirement System of the State of Kentucky | 56,711 | $25.1M | 0.24% | 00.0% | Unchanged |
| Symmetry Investments LP | 56,552 | $25.1M | 7.22% | +5,448+10.7% | Added |
| Lifestyle Asset Management, Inc. | 56,347 | $25.0M | 15.00% | −8,527−13.1% | Reduced |
| Gratus Capital LLC | 56,128 | $24.9M | 1.72% | +33,603+149.2% | Added |
| Insigneo Advisory Services, LLC | 55,904 | $24.9M | 4.77% | +20,875+59.6% | Added |
| Fifth Third Securities, Inc. | 56,061 | $24.9M | 2.71% | +10,366+22.7% | Added |
| Resources Investment Advisors, LLC. | 55,951 | $24.8M | 0.55% | −96−0.2% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 55,941 | $24.8M | 13.74% | +5,194+10.2% | Added |
| Condor Capital Management | 55,784 | $24.7M | 2.96% | −698−1.2% | Reduced |