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 |
|---|---|---|---|---|---|
| AXA S.A. | 42,087 | $18.7M | 0.06% | −69,500−62.3% | Reduced |
| Snowden Capital Advisors LLC | 42,065 | $18.6M | 0.67% | +3,567+9.3% | Added |
| Klingenstein Fields & Co LP | 41,996 | $18.6M | 0.86% | −850−2.0% | Reduced |
| Chilton Capital Management LLC | 41,955 | $18.6M | 1.02% | −553−1.3% | Reduced |
| Moran Wealth Management, LLC | 41,880 | $18.6M | 0.70% | −256−0.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 41,652 | $18.5M | 1.48% | −2,120−4.8% | Reduced |
| Guardian Wealth Advisors, LLC | 41,623 | $18.5M | 13.57% | +1,179+2.9% | Added |
| Roble, Belko & Company, Inc | 41,541 | $18.4M | 3.65% | −991−2.3% | Reduced |
| Regal Investment Advisors LLC | 41,518 | $18.4M | 1.54% | +754+1.8% | Added |
| Angeles Wealth Management, LLC | 41,509 | $18.4M | 2.51% | 00.0% | Unchanged |
| FIL Ltd | 41,405 | $18.4M | 0.02% | +21,622+109.3% | Added |
| Harbour Investments, Inc. | 41,404 | $18.4M | 0.91% | +15,647+60.7% | Added |
| Fulton Breakefield Broenniman LLC | 41,384 | $18.3M | 1.52% | −1,078−2.5% | Reduced |
| Monument Capital Management | 41,291 | $18.3M | 5.84% | +15,673+61.2% | Added |
| Cary Street Partner Investment Advisory LLC | 41,182 | $18.3M | 1.17% | +214+0.5% | Added |
| Crestwood Advisors Group LLC | 41,149 | $18.2M | 0.57% | −23,608−36.5% | Reduced |
| Parallel Advisors, LLC | 41,135 | $18.2M | 0.59% | +2,078+5.3% | Added |
| ASB Consultores, LLC | 40,683 | $18.0M | 8.77% | +173+0.4% | Added |
| Safeguard Investment Advisory Group, LLC | 40,588 | $18.0M | 7.67% | +4,228+11.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 40,511 | $18.0M | 1.93% | −1,451−3.5% | Reduced |
| Rathbone Brothers plc | 40,465 | $17.9M | 0.17% | −5,252−11.5% | Reduced |
| Focus Financial Network, Inc. | 40,255 | $17.9M | 0.99% | +2,568+6.8% | Added |
| Sunflower Bank, N.A. | 40,372 | $17.9M | 4.16% | −4,619−10.3% | Reduced |
| Ciovacco Capital Management LLC | 40,278 | $17.9M | 14.41% | +2,597+6.9% | Added |
| AdvisorNet Financial, Inc | 40,191 | $17.8M | 1.52% | +2,964+8.0% | Added |
| KCM Investment Advisors LLC | 40,163 | $17.8M | 0.71% | −765−1.9% | Reduced |
| Archon Partners LLC | 40,100 | $17.8M | 2.66% | 00.0% | Unchanged |
| Fluent Financial, LLC | 40,091 | $17.8M | 11.55% | +5,339+15.4% | Added |
| Aprio Wealth Management, LLC | 40,035 | $17.7M | 4.87% | +1,600+4.2% | Added |
| Nine27 Capital Management, LP | 40,000 | $17.7M | 11.76% | +40,000 | New |
| Central Bank & Trust Co | 39,992 | $17.7M | 3.00% | −1,986−4.7% | Reduced |
| Curated Wealth Partners LLC | 39,891 | $17.7M | 3.43% | −74−0.2% | Reduced |
| Romano Brothers and Company | 39,827 | $17.7M | 2.63% | +251+0.6% | Added |
| Magnolia Capital Management Ltd | 39,736 | $17.6M | 15.90% | +630+1.6% | Added |
| Erste Asset Management GmbH | 39,819 | $17.6M | 0.31% | +274+0.7% | Added |
| Clarity Wealth Advisors, LLC | 39,600 | $17.6M | 7.89% | +2,191+5.9% | Added |
| Modera Wealth Management, LLC | 39,503 | $17.5M | 0.32% | +17,494+79.5% | Added |
| Financial Engines Advisors L.L.C. | 39,316 | $17.5M | 0.04% | −2,900−6.9% | Reduced |
| Oakworth Capital, Inc. | 39,433 | $17.5M | 1.49% | −1,034−2.6% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 39,400 | $17.5M | 0.01% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 39,302 | $17.4M | 2.59% | +16,169+69.9% | Added |
| Retirement Financial Solutions, LLC | 39,194 | $17.4M | 11.94% | +2,310+6.3% | Added |
| LCM Capital Management Inc | 39,193 | $17.4M | 14.10% | −144−0.4% | Reduced |
| GYL Financial Synergies, LLC | 39,122 | $17.3M | 1.58% | −1,533−3.8% | Reduced |
| Diversified Portfolios, Inc. | 39,101 | $17.3M | 3.48% | +665+1.7% | Added |
| Dorsey & Whitney Trust CO LLC | 39,091 | $17.3M | 1.43% | −2,534−6.1% | Reduced |
| Sepio Capital, LP | 39,086 | $17.3M | 1.41% | −9,615−19.7% | Reduced |
| Baron Financial Group, LLC | 39,077 | $17.3M | 10.70% | −841−2.1% | Reduced |
| Bank Hapoalim BM | 39,059 | $17.3M | 2.47% | +1,594+4.3% | Added |
| Corsair Capital Management, L.P. | 39,009 | $17.3M | 5.89% | −49−0.1% | Reduced |
| Tikvah Management LLC | 38,994 | $17.3M | 5.88% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 39,407 | $17.3M | 2.22% | −12,216−23.7% | Reduced |
| Palisades Hudson Asset Management, L.P. | 38,953 | $17.3M | 8.98% | −1,075−2.7% | Reduced |
| Smith Anglin Financial, LLC | 38,935 | $17.3M | 2.09% | +453+1.2% | Added |
| BKD Wealth Advisors, LLC | 38,886 | $17.2M | 0.51% | +2,549+7.0% | Added |
| Brickley Wealth Management | 38,744 | $17.2M | 4.34% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 38,592 | $17.1M | 7.69% | −100.0% | Reduced |
| Arete Wealth Advisors, LLC | 38,557 | $17.1M | 1.53% | −21,454−35.8% | Reduced |
| Kestra Private Wealth Services, LLC | 38,343 | $17.0M | 0.58% | +3,931+11.4% | Added |
| Claybrook Capital, LLC | 38,269 | $17.0M | 9.05% | +122+0.3% | Added |
| Kovack Advisors, Inc. | 37,867 | $16.8M | 2.15% | −2,576−6.4% | Reduced |
| Prudential PLC | 37,835 | $16.8M | 0.20% | +10,045+36.1% | Added |
| Intrepid Financial Planning Group LLC | 37,609 | $16.7M | 8.00% | −239−0.6% | Reduced |
| SEI Investments Co | 37,590 | $16.7M | 0.03% | −4,819−11.4% | Reduced |
| GM Advisory Group, Inc. | 37,572 | $16.7M | 1.38% | +4,112+12.3% | Added |
| Albion Financial Group | 37,539 | $16.6M | 1.46% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 37,555 | $16.5M | 0.51% | +1,006+2.8% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 37,469 | $16.5M | 12.68% | +18,910+101.9% | Added |
| Ostrum Asset Management | 37,230 | $16.5M | 1.38% | −3,770−9.2% | Reduced |
| Hancock Whitney Corp | 37,178 | $16.5M | 0.65% | −1,364−3.5% | Reduced |
| Sentinel Trust Co Lba | 37,053 | $16.4M | 2.23% | −668−1.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 36,997 | $16.4M | 6.23% | −4,186−10.2% | Reduced |
| Lane & Associates LLC | 36,813 | $16.3M | 12.98% | +3,636+11.0% | Added |
| Smart Money Group LLC | 36,629 | $16.2M | 7.74% | +2,239+6.5% | Added |
| Solano Wealth Management, Inc. | 36,534 | $16.2M | 11.01% | +499+1.4% | Added |
| Great Valley Advisor Group, Inc. | 36,344 | $16.1M | 0.68% | −878−2.4% | Reduced |
| Securian Asset Management, Inc | 36,170 | $16.0M | 0.41% | 00.0% | Unchanged |
| TAP Consulting, LLC | 36,144 | $16.0M | 3.93% | −309−0.8% | Reduced |
| Nepc LLC | 36,044 | $16.0M | 1.89% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 36,033 | $16.0M | 0.75% | −5,443−13.1% | Reduced |
| Wellspring Financial Advisors, LLC | 36,029 | $16.0M | 4.52% | −522−1.4% | Reduced |
| Saiph Capital, LLC | 36,007 | $16.0M | 8.68% | −16,668−31.6% | Reduced |
| Sovereign Financial Group, Inc. | 35,968 | $15.9M | 5.20% | −2,010−5.3% | Reduced |
| Cobblestone Capital Advisors LLC | 35,961 | $15.9M | 1.13% | −1,001−2.7% | Reduced |
| Tolleson Wealth Management, Inc. | 35,955 | $15.9M | 3.84% | +1,792+5.2% | Added |
| Delta Financial Advisors LLC | 35,782 | $15.9M | 7.01% | −74−0.2% | Reduced |
| IFP Advisors, Inc | 80,067 | $15.8M | 0.80% | +3,362+4.4% | Added |
| Thrive Wealth Management, LLC | 35,701 | $15.8M | 4.10% | −235−0.7% | Reduced |
| Intrua Financial, LLC | 35,609 | $15.8M | 2.82% | +4,225+13.5% | Added |
| Patton Fund Management, Inc. | 35,557 | $15.8M | 4.61% | −1,084−3.0% | Reduced |
| Beacon Capital Management, Inc. | 35,555 | $15.8M | 0.55% | 00.0% | Unchanged |
| Akuna Securities LLC | 35,488 | $15.7M | 32.13% | +35,488 | New |
| Exencial Wealth Advisors, LLC | 35,338 | $15.7M | 0.72% | +880+2.6% | Added |
| Strategic Advisors LLC | 35,162 | $15.6M | 2.97% | −1,317−3.6% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 35,124 | $15.6M | 7.96% | +3,985+12.8% | Added |
| Schonfeld Strategic Advisors LLC | 35,115 | $15.6M | 0.13% | +21,935+166.4% | Added |
| First Manhattan Co | 35,031 | $15.5M | 0.06% | −1,682−4.6% | Reduced |
| BW Gestao de Investimentos Ltda. | 35,000 | $15.5M | 2.37% | +35,000 | New |
| Basso Capital Management, L.P. | 34,578 | $15.3M | 16.96% | +11,475+49.7% | Added |
| Baker Tilly Wealth Management, LLC | 34,482 | $15.3M | 1.60% | −7,084−17.0% | Reduced |