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, Q1 2023
Institutional positions in SPDR S&P 500 ETF Trust as of Mar 31, 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
- 3,268
- +26 vs. Q4 2022
- Shares held
- 554.3M
- +11.4M (+2.1%) vs. Q4 2022
- Total value
- $214.8B
- +$8.07B (+3.9%) vs. Q4 2022
- New holders
- 190
- 1,153 more added
- Sold out
- 164
- 1,495 more reduced
68 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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 | 4,599 | $356.9B |
| Q4 2025 | 4,645 | $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, Q1 2023
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 52,188,721 | $21.4B | 2.77% | −2,130,384−3.9% | Reduced |
| Goldman Sachs Group Inc | 40,081,735 | $16.4B | 4.42% | +2,281,794+6.0% | Added |
| Bank of America Corp | 32,296,924 | $13.2B | 1.52% | −529,833−1.6% | Reduced |
| Morgan Stanley | 30,288,879 | $12.4B | 1.33% | +4,067,483+15.5% | Added |
| Susquehanna International Group, LLP | 18,344,688 | $7.51B | 11.74% | +3,048,667+19.9% | Added |
| Northern Trust Corp | 13,465,259 | $5.51B | 1.09% | −196,838−1.4% | Reduced |
| Wells Fargo & Company | 11,453,919 | $4.69B | 1.44% | −13,022,496−53.2% | Reduced |
| TD Asset Management Inc | 9,856,655 | $4.04B | 4.87% | −14,359−0.1% | Reduced |
| UBS Group AG | 9,624,846 | $3.94B | 1.82% | −29,967−0.3% | Reduced |
| Jane Street Group, LLC | 9,509,647 | $3.89B | 6.69% | +2,348,811+32.8% | Added |
| Bank of Montreal | 9,190,772 | $3.76B | 2.43% | +1,593,912+21.0% | Added |
| Royal Bank of Canada | 7,276,384 | $2.98B | 0.89% | +1,321,230+22.2% | Added |
| Barclays PLC | 7,012,593 | $2.87B | 2.98% | +532,865+8.2% | Added |
| LPL Financial LLC | 6,250,508 | $2.56B | 1.99% | +262,714+4.4% | Added |
| Northwestern Mutual Wealth Management Co | 5,577,410 | $2.28B | 3.19% | −130,745−2.3% | Reduced |
| Citigroup Inc | 5,494,875 | $2.25B | 3.02% | +2,756,069+100.6% | Added |
| US Bancorp | 4,892,974 | $2.00B | 3.38% | −192,268−3.8% | Reduced |
| First Republic Investment Management, Inc. | 4,799,609 | $1.96B | 4.17% | −263,938−5.2% | Reduced |
| CTC LLC | 4,835,181 | $1.95B | 61.92% | +1,796,518+59.1% | Added |
| The PNC Financial Services Group, Inc. | 4,423,071 | $1.81B | 1.59% | −169,087−3.7% | Reduced |
| FMR LLC | 4,035,571 | $1.65B | 0.15% | −53,646−1.3% | Reduced |
| Mackenzie Financial Corp | 3,776,745 | $1.55B | 2.41% | +35,762+1.0% | Added |
| Natixis | 3,659,053 | $1.50B | 13.83% | +1,170,853+47.1% | Added |
| State of Michigan Retirement System | 3,631,090 | $1.49B | 9.77% | −250,300−6.4% | Reduced |
| Truist Financial Corp | 3,451,069 | $1.41B | 2.44% | −277,271−7.4% | Reduced |
| Creative Planning | 3,409,677 | $1.40B | 2.01% | −193,738−5.4% | Reduced |
| Bank of New York Mellon Corp | 3,349,463 | $1.37B | 0.30% | −74,647−2.2% | Reduced |
| State Street Corp | 3,065,114 | $1.26B | 0.07% | +17,416+0.6% | Added |
| Envestnet Asset Management Inc | 30,803,785 | $1.24B | 0.60% | +27,295,086+777.9% | Added |
| Toronto Dominion Bank | 2,990,817 | $1.22B | 2.00% | +311,907+11.6% | Added |
| Norinchukin Bank, The | 2,725,492 | $1.12B | 21.98% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 2,634,649 | $1.08B | 62.12% | +1,370,074+108.3% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 2,617,832 | $1.07B | 13.30% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 2,539,670 | $1.04B | 0.34% | −1,008,234−28.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,435,814 | $997.2M | 5.65% | +920,400+60.7% | Added |
| Raymond James & Associates | 2,424,998 | $992.8M | 0.86% | −462,360−16.0% | Reduced |
| BNP Paribas Arbitrage, SA | 2,389,831 | $978.4M | 2.11% | +1,613,708+207.9% | Added |
| Canada Pension Plan Investment Board | 2,219,500 | $908.6M | 1.44% | +517,000+30.4% | Added |
| HighTower Advisors, LLC | 2,018,392 | $826.2M | 1.80% | −76,712−3.7% | Reduced |
| Sun Life Financial INC | 1,854,373 | $759.2M | 53.83% | −8,085−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 1,798,007 | $736.1M | 1.63% | +18,122+1.0% | Added |
| HRT Financial LP | 1,781,781 | $729.3M | 8.90% | +258,316+17.0% | Added |
| Lido Advisors, LLC | 1,765,145 | $722.6M | 10.10% | +280,393+18.9% | Added |
| Veritable, L.P. | 1,728,002 | $707.4M | 12.15% | −19,632−1.1% | Reduced |
| Cerity Partners LLC | 1,568,260 | $684.2M | 3.17% | +720,092+84.9% | Added |
| Prudential Financial Inc | 1,713,346 | $676.8M | 1.06% | −176,008−9.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,651,284 | $676.0M | 1.28% | −222,951−11.9% | Reduced |
| Credit Suisse AG | 1,635,675 | $669.6M | 0.69% | +709,305+76.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,604,573 | $656.9M | 4.17% | −131,942−7.6% | Reduced |
| New York Life Insurance Co | 1,590,318 | $651.1M | 58.80% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 1,571,345 | $643.3M | 32.01% | +555,249+54.6% | Added |
| BlackRock Inc. | 1,527,774 | $625.5M | 0.02% | +110,073+7.8% | Added |
| Stifel Financial Corp | 1,523,823 | $623.8M | 0.89% | +8,416+0.6% | Added |
| Manufacturers Life Insurance Company, The | 1,521,959 | $623.1M | 0.35% | −46,871−3.0% | Reduced |
| HSBC Holdings PLC | 1,496,494 | $610.6M | 0.78% | +662,030+79.3% | Added |
| Nissay Asset Management Corp | 1,483,483 | $607.3M | 5.43% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,343,883 | $550.2M | 19.52% | +603,307+81.5% | Added |
| Capula Management Ltd | 1,257,225 | $514.7M | 44.75% | +1,124,657+848.4% | Added |
| Common Fund for Nonprofit Organizations | 1,249,162 | $511.4M | 89.62% | −22,824−1.8% | Reduced |
| Bridgewater Associates, LP | 1,233,117 | $504.8M | 3.08% | −140,877−10.3% | Reduced |
| Mariner, LLC | 1,230,844 | $503.8M | 1.46% | −33,031−2.6% | Reduced |
| Trust Asset Management LLC | 1,220,761 | $499.8M | 56.24% | +45,000+3.8% | Added |
| Rockefeller Capital Management L.P. | 1,167,287 | $477.9M | 2.06% | +35,181+3.1% | Added |
| Swan Global Investments, LLC | 1,131,010 | $451.0M | 34.90% | −39,018−3.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,346,081 | $449.1M | 0.84% | −39,754−2.9% | Reduced |
| MEMBERS Trust Co | 1,081,425 | $442.7M | 13.33% | −21,554−2.0% | Reduced |
| Jefferies Financial Group Inc. | 1,075,850 | $440.4M | 9.30% | −885,497−45.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,061,126 | $428.4M | 32.51% | +38,782+3.8% | Added |
| Wolverine Trading, LLC | 1,046,201 | $422.4M | 12.80% | −223,882−17.6% | Reduced |
| Glenmede Trust Co NA | 986,530 | $403.9M | 2.29% | −8,920−0.9% | Reduced |
| BBR Partners, LLC | 962,600 | $394.1M | 45.41% | +12,632+1.3% | Added |
| Captrust Financial Advisors | 948,541 | $388.3M | 1.71% | +439,530+86.3% | Added |
| Meiji Yasuda Life Insurance Co | 903,241 | $369.8M | 7.24% | +110,950+14.0% | Added |
| Charles Schwab Investment Management Inc | 897,613 | $367.5M | 0.11% | −374,685−29.4% | Reduced |
| Alliancebernstein L.P. | 895,691 | $366.7M | 0.16% | −290,617−24.5% | Reduced |
| D. E. Shaw & Co., Inc. | 894,770 | $366.3M | 0.59% | −26,073−2.8% | Reduced |
| Valeo Financial Advisors, LLC | 963,453 | $364.5M | 17.56% | +91,812+10.5% | Added |
| Tower Research Capital LLC (TRC) | 874,687 | $358.1M | 11.40% | +511,919+141.1% | Added |
| White Mountains Insurance Group Ltd | 872,946 | $357.4M | 58.48% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 864,294 | $353.8M | 1.16% | −715,652−45.3% | Reduced |
| Itau Unibanco Holding S.A. | 809,145 | $331.3M | 16.67% | +40,768+5.3% | Added |
| Meitav Dash Investments Ltd | 782,116 | $328.3M | 5.67% | −7,737−1.0% | Reduced |
| SG Americas Securities, LLC | 783,956 | $320.9M | 4.32% | +336,198+75.1% | Added |
| Iridian Asset Management LLC | 761,400 | $311.7M | 25.55% | +381,400+100.4% | Added |
| Cohen Klingenstein LLC | 759,150 | $310.8M | 14.59% | +3120.0% | Added |
| CI Private Wealth, LLC | 755,665 | $309.4M | 0.83% | +3,847+0.5% | Added |
| Millennium Management LLC | 750,413 | $307.2M | 0.36% | −403,161−34.9% | Reduced |
| Greenfield FTC, Inc. | 743,216 | $304.3M | 90.53% | −2,825−0.4% | Reduced |
| M&T Bank Corp | 734,698 | $300.8M | 1.16% | −60,559−7.6% | Reduced |
| Wellington Management Group LLP | 724,694 | $296.7M | 0.06% | −291,777−28.7% | Reduced |
| Blair William & Co | 720,117 | $294.8M | 1.18% | +9,217+1.3% | Added |
| Fifth Third Bancorp | 719,542 | $294.6M | 1.37% | −39,891−5.3% | Reduced |
| Circle Wealth Management, LLC | 712,903 | $291.9M | 42.20% | +4,686+0.7% | Added |
| Cresset Asset Management, LLC | 705,107 | $289.5M | 5.79% | +117,535+20.0% | Added |
| Apexium Financial, LP | 683,204 | $279.7M | 27.44% | −3,608−0.5% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 679,869 | $278.3M | 46.02% | +679,869 | New |
| Echo Street Capital Management LLC | 675,835 | $276.7M | 2.49% | −243,273−26.5% | Reduced |
| Brown Advisory Inc | 669,601 | $274.1M | 0.46% | −46,114−6.4% | Reduced |
| Pathstone Family Office, LLC | 667,137 | $273.4M | 4.43% | +179,446+36.8% | Added |
| AE Wealth Management LLC | 660,398 | $270.4M | 1.74% | +173,937+35.8% | Added |