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 | 4,600 | $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, 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 |
|---|---|---|---|---|---|
| Summit Wealth Group, LLC | 127,442 | $0 | 0.00% | +127,442 | New |
| Parallax Volatility Advisers, L.P. | 1 | $409 | 0.00% | −1,295,235−100.0% | Reduced |
| Piershale Financial Group, Inc. | 1 | $418 | 0.00% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 2 | $819 | 0.00% | −44,200−100.0% | Reduced |
| New Harbor Financial Group, LLC | 2 | $819 | 0.00% | −123−98.4% | Reduced |
| RE Dickinson Investment Advisors, LLC | 2 | $1.00K | 0.00% | −74−97.4% | Reduced |
| Hillsdale Investment Management Inc. | 5 | $2.05K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 6 | $2.46K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 7 | $2.87K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 8 | $3.27K | 0.00% | 00.0% | Unchanged |
| Oribel Capital Management, LP | 6,670 | $3.71K | 0.00% | +470+7.6% | Added |
| Birch Capital Management, LLC | 10 | $4.09K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 11 | $4.50K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13 | $5.25K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 18 | $7.37K | 0.01% | +18 | New |
| Sofos Investments, Inc. | 413 | $7.87K | 0.35% | +31+8.1% | Added |
| Gould Capital, LLC | 20 | $8.19K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 23 | $9.42K | 0.00% | +23 | New |
| Cypress Capital Management LLC (WY) | 30 | $12.3K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 33 | $13.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 33 | $14.0K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 40 | $16.4K | 0.10% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 40 | $16.4K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 41 | $17.0K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 44 | $17.8K | 0.02% | +44 | New |
| Invesco Ltd. | 46 | $18.8K | 0.00% | −220−82.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 50 | $20.5K | 0.01% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 54 | $22.2K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 67 | $27.4K | 0.05% | +37+123.3% | Added |
| Miller Wealth Advisors, LLC | 269 | $28.0K | 0.41% | −1,016−79.1% | Reduced |
| Carolina Wealth Advisors, LLC | 72 | $29.5K | 0.02% | +11+18.0% | Added |
| Transamerica Financial Advisors, Inc. | 74 | $31.0K | 0.00% | −97−56.7% | Reduced |
| Centerpoint Advisors, LLC | 76 | $31.0K | 0.01% | +36+90.0% | Added |
| DB Fitzpatrick & Co, Inc | 79 | $32.3K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 80 | $32.8K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 80 | $32.8K | 0.02% | +80 | New |
| EP Wealth Advisors, LLC | 52,696 | $33.9K | 0.00% | −192,122−78.5% | Reduced |
| PayPay Securities Corp | 83 | $34.0K | 2.27% | −46−35.7% | Reduced |
| Fairfield Financial Advisors, LTD | 85 | $34.3K | 0.01% | +85 | New |
| Artisan Partners Limited Partnership | 90 | $36.8K | 0.00% | +90 | New |
| Benjamin Edwards Inc | 91 | $37.0K | 0.01% | −59−39.3% | Reduced |
| Easterly Investment Partners LLC | 95 | $38.9K | 0.00% | −118−55.4% | Reduced |
| Financial Avengers, Inc. | 100 | $40.9K | 0.03% | −50−33.3% | Reduced |
| Skylands Capital, LLC | 100 | $40.9K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 102 | $41.8K | 0.02% | −2,629−96.3% | Reduced |
| Arcadia Investment Advisors LLC | 111 | $45.4K | 0.03% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 114 | $46.6K | 0.04% | −24−17.4% | Reduced |
| Atlantic Trust, LLC | 114 | $46.7K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 119 | $48.7K | 0.05% | −211−63.9% | Reduced |
| Studio Investment Management LLC | 121 | $49.7K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 123 | $50.4K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 125 | $51.0K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 125 | $51.4K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 133 | $54.6K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 134 | $54.9K | 0.03% | +134 | New |
| Carmichael Hill & Associates, Inc. | 142 | $58.1K | 0.03% | −9−6.0% | Reduced |
| Buck Wealth Strategies, LLC | 143 | $58.6K | 0.03% | +143 | New |
| Exchange Traded Concepts, LLC | 149 | $61.0K | 0.00% | +149 | New |
| Milestone Investment Advisors LLC | 152 | $62.2K | 0.02% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 162 | $66.4K | 0.03% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 166 | $68.0K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 173 | $70.8K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 176 | $72.0K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 179 | $73.0K | 0.05% | −11−5.8% | Reduced |
| New Millennium Group LLC | 178 | $73.1K | 0.07% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 193 | $79.0K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 194 | $79.4K | 0.03% | +48+32.9% | Added |
| Antonetti Capital Management LLC | 200 | $81.9K | 0.12% | +200 | New |
| Contravisory Investment Management, Inc. | 203 | $82.9K | 0.02% | +1+0.5% | Added |
| PFS Partners, LLC | 208 | $85.2K | 0.08% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 210 | $86.0K | 0.05% | 00.0% | Unchanged |
| Avion Wealth | 225 | $86.0K | 0.02% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 223 | $91.5K | 0.05% | +11+5.2% | Added |
| Mendota Financial Group, LLC | 215 | $97.1K | 0.10% | +3+1.4% | Added |
| Pacifica Partners Inc. | 239 | $97.4K | 0.06% | +91+61.5% | Added |
| Sentry Investment Management LLC | 245 | $100.0K | 0.04% | +245 | New |
| Osterweis Capital Management Inc | – | $103.6K | 0.01% | – | – |
| Tilia Fiduciary Partners, Inc. | 254 | $104.0K | 0.10% | −38−13.0% | Reduced |
| Focused Wealth Management, Inc | 254 | $104.0K | 0.02% | +60+30.9% | Added |
| Sageworth Trust Co of South Dakota | 275 | $112.6K | 0.26% | 00.0% | Unchanged |
| Chelsea Counsel Co | 285 | $117.1K | 0.06% | −134−32.0% | Reduced |
| Highline Wealth Partners LLC | 290 | $118.8K | 0.08% | −44−13.2% | Reduced |
| Stephens Consulting, LLC | 291 | $119.1K | 0.07% | 00.0% | Unchanged |
| Financial Freedom, LLC | 291 | $119.2K | 0.09% | 00.0% | Unchanged |
| One River Asset Management, LLC | 323 | $119.9K | 0.09% | −17,196−98.2% | Reduced |
| Avondale Wealth Management | 300 | $122.8K | 0.11% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 303 | $124.0K | 0.11% | −340−52.9% | Reduced |
| True Wealth Design, LLC | 303 | $124.0K | 0.05% | −14−4.4% | Reduced |
| JCIC Asset Management Inc. | 305 | $124.9K | 0.06% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 306 | $125.4K | 0.18% | +306 | New |
| Field & Main Bank | 312 | $127.7K | 0.08% | −305−49.4% | Reduced |
| HBC Financial Services, PLLC | 313 | $129.0K | 0.10% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 313 | $129.2K | 0.04% | +28+9.8% | Added |
| WFA Asset Management Corp | 320 | $131.1K | 0.08% | +1+0.3% | Added |
| Tamar Securities, LLC | 327 | $133.9K | 0.04% | +327 | New |
| Elgethun Capital Management | 341 | $139.8K | 0.04% | +1+0.3% | Added |
| Horizon Bancorp Inc | 343 | $140.0K | 0.09% | −2,566−88.2% | Reduced |
| Advisors Preferred, LLC | 350 | $143.8K | 0.05% | −150−30.0% | Reduced |
| Financial Connections Group, Inc. | 352 | $144.0K | 0.10% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 361 | $148.1K | 0.12% | +5+1.4% | Added |