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 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 2,170 | $888.4K | 0.06% | −508−19.0% | Reduced |
| Courage Miller Partners, LLC | 2,170 | $888.4K | 0.38% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 2,180 | $892.6K | 0.62% | −21−1.0% | Reduced |
| Private Wealth Strategies, L.L.C. | 2,184 | $894.2K | 0.23% | +76+3.6% | Added |
| Fulton Bank, N.A. | 2,188 | $895.7K | 0.05% | +20+0.9% | Added |
| Long Road Investment Counsel, LLC | 2,189 | $896.0K | 0.43% | −30−1.4% | Reduced |
| London Co of Virginia | 2,188 | $896.1K | 0.01% | −5,850−72.8% | Reduced |
| Vaughan & Co Securities, Inc. | 2,197 | $899.4K | 0.67% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 2,197 | $899.4K | 0.86% | +560+34.2% | Added |
| Horizon Investments, LLC | 2,204 | $902.3K | 0.03% | −207−8.6% | Reduced |
| Armor Investment Advisors, LLC | 2,217 | $907.7K | 0.52% | −11−0.5% | Reduced |
| Marcum Wealth, LLC | 2,220 | $908.9K | 0.11% | −10,406−82.4% | Reduced |
| Arista Wealth Management, LLC | 2,222 | $909.7K | 0.50% | +81+3.8% | Added |
| Vickerman Investment Advisors, Inc. | 2,232 | $913.8K | 0.36% | −21−0.9% | Reduced |
| Artemis Wealth Advisors, LLC | 2,236 | $915.3K | 0.24% | +5+0.2% | Added |
| Main Street Research LLC | 2,240 | $920.3K | 0.18% | +653+41.1% | Added |
| Consilium Wealth Advisory, LLC | 2,248 | $920.4K | 0.78% | −8−0.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,251 | $921.9K | 0.23% | −15−0.7% | Reduced |
| Townsend Asset Management Corp | 2,263 | $926.5K | 0.48% | +30+1.3% | Added |
| Brooks, Moore & Associates, Inc. | 2,265 | $927.0K | 0.67% | −100−4.2% | Reduced |
| Levy Wealth Management Group, LLC | 2,268 | $928.4K | 0.29% | −107−4.5% | Reduced |
| Essex Investment Management Co LLC | 2,269 | $928.9K | 0.14% | −6,653−74.6% | Reduced |
| Etfidea, LLC | 2,269 | $928.9K | 0.41% | +79+3.6% | Added |
| Mayport, LLC | 2,270 | $929.2K | 0.58% | +30+1.3% | Added |
| Old Mission Investment Co LLC | 2,270 | $929.3K | 0.36% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 2,271 | $929.7K | 1.00% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 2,272 | $930.1K | 0.29% | −388−14.6% | Reduced |
| Parthenon LLC | 2,272 | $930.1K | 0.14% | 00.0% | Unchanged |
| Stack Financial Management, Inc | 2,274 | $931.0K | 0.11% | −591−20.6% | Reduced |
| Vident Investment Advisory, LLC | 2,279 | $933.1K | 0.03% | +2,279 | New |
| Sharper & Granite LLC | 2,290 | $937.5K | 0.56% | −290−11.2% | Reduced |
| JNBA Financial Advisors | 2,290 | $937.5K | 0.12% | −261−10.2% | Reduced |
| Alerus Financial NA | 2,290 | $937.5K | 0.08% | −249−9.8% | Reduced |
| Univest Financial Corp | 2,294 | $939.1K | 0.29% | 00.0% | Unchanged |
| Options Solutions, LLC | 2,300 | $941.6K | 1.07% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 2,304 | $943.4K | 0.14% | +506+28.1% | Added |
| McGuire Investment Group, LLC | 2,309 | $945.3K | 0.19% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 2,302 | $945.9K | 0.30% | +200+9.5% | Added |
| Altus Wealth Management, LLC | 2,318 | $948.9K | 0.78% | −1,169−33.5% | Reduced |
| WealthPlan Investment Management, LLC | 2,323 | $951.1K | 0.16% | −3,309−58.8% | Reduced |
| Baker Boyer National Bank | 2,326 | $952.2K | 0.37% | −31−1.3% | Reduced |
| Cigna Investments Inc | 2,330 | $954.0K | 0.19% | −550−19.1% | Reduced |
| Fundamentun, LLC | 2,334 | $955.8K | 0.16% | −14−0.6% | Reduced |
| Fingerlakes Wealth Management, Inc. | 2,337 | $956.8K | 1.19% | −3−0.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,339 | $957.6K | 0.08% | +2,339 | New |
| Chickasaw Capital Management LLC | 2,351 | $962.0K | 0.05% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 2,358 | $965.3K | 0.79% | +3+0.1% | Added |
| Aire Advisors, LLC | 2,360 | $966.0K | 0.27% | −200−7.8% | Reduced |
| Fernwood Investment Management, LLC | 2,363 | $967.5K | 0.37% | +55+2.4% | Added |
| Collaborative Wealth Managment Inc. | 2,365 | $968.1K | 0.61% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 2,368 | $969.4K | 0.21% | −29−1.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,374 | $972.1K | 0.21% | 00.0% | Unchanged |
| Leisure Capital Management | 2,376 | $972.7K | 0.56% | +380+19.0% | Added |
| LexAurum Advisors, LLC | 2,377 | $973.3K | 0.32% | −93−3.8% | Reduced |
| Fidelity D & D Bancorp Inc | 1,872 | $979.2K | 0.74% | +1,872 | New |
| ARS Wealth Advisors Group, LLC | 2,393 | $980.1K | 0.18% | +164+7.4% | Added |
| Addenda Capital Inc. | 2,405 | $987.7K | 0.04% | +2,400+48,000.0% | Added |
| Engrave Wealth Partners LLC | 2,433 | $988.0K | 0.33% | −11−0.5% | Reduced |
| Worth Asset Management, LLC | 2,414 | $988.4K | 0.75% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 2,424 | $992.4K | 0.21% | −26−1.1% | Reduced |
| Altfest L J & Co Inc | 2,429 | $995.0K | 0.16% | −670−21.6% | Reduced |
| Arq Wealth Advisors, LLC | 2,432 | $995.6K | 0.73% | −295−10.8% | Reduced |
| Asset Planning Services Inc | 2,439 | $999.0K | 0.63% | −85−3.4% | Reduced |
| Heritage Financial Services, LLC | 2,444 | $1.00M | 0.22% | +622+34.1% | Added |
| Live Oak Private Wealth LLC | 2,448 | $1.00M | 0.21% | −164−6.3% | Reduced |
| Motco | 2,449 | $1.00M | 0.07% | −28−1.1% | Reduced |
| Penbrook Management LLC | 2,450 | $1.00M | 0.79% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 2,460 | $1.01M | 0.25% | +22+0.9% | Added |
| Resource Consulting Group Inc | 2,462 | $1.01M | 0.26% | 00.0% | Unchanged |
| Bristol Gate Capital Partners Inc. | 2,471 | $1.01M | 0.05% | −52,781−95.5% | Reduced |
| Excalibur Management Corp | 2,473 | $1.01M | 0.52% | −13−0.5% | Reduced |
| State Farm Mutual Automobile Insurance Co | 2,500 | $1.02M | 0.00% | 00.0% | Unchanged |
| Iszo Capital Management LP | 2,500 | $1.02M | 5.44% | +2,500 | New |
| MBA Advisors LLC | 2,501 | $1.02M | 0.64% | −196−7.3% | Reduced |
| Vestor Capital, LLC | 2,502 | $1.02M | 0.12% | −28−1.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,502 | $1.02M | 0.16% | −180−6.7% | Reduced |
| West Chester Capital Advisors, Inc | 2,503 | $1.02M | 2.36% | −61−2.4% | Reduced |
| Blodgett Wealth Advisors, LLC | 2,504 | $1.03M | 1.19% | −100−3.8% | Reduced |
| Trinity Legacy Partners, LLC | 2,505 | $1.03M | 0.39% | −2,946−54.0% | Reduced |
| Innovis Asset Management LLC | 2,506 | $1.03M | 0.42% | +96+4.0% | Added |
| Capital CS Group, LLC | 2,506 | $1.03M | 0.97% | +520+26.2% | Added |
| Private Capital Management LLC | 2,507 | $1.03M | 0.31% | −665−21.0% | Reduced |
| Narus Financial Partners, LLC | 2,519 | $1.03M | 0.56% | +5+0.2% | Added |
| Castle Wealth Management LLC | 2,510 | $1.03M | 0.80% | +23+0.9% | Added |
| Fortis Group Advisors, LLC | 2,481 | $1.03M | 0.31% | +2,481 | New |
| Front Street Capital Management, Inc. | 4,187 | $1.03M | 0.22% | +1,003+31.5% | Added |
| Caliber Wealth Management, LLC | 2,533 | $1.04M | 0.78% | −30,029−92.2% | Reduced |
| Consilio Wealth Advisors, LLC | 2,538 | $1.04M | 0.59% | −336−11.7% | Reduced |
| Chemistry Wealth Management LLC | 2,540 | $1.04M | 0.36% | +132+5.5% | Added |
| SRS Capital Advisors, Inc. | 2,550 | $1.04M | 0.14% | −7−0.3% | Reduced |
| Oak Harvest Investment Services | 2,554 | $1.05M | 0.24% | −211−7.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 2,558 | $1.05M | 0.49% | +3+0.1% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 2,553 | $1.05M | 0.52% | −290−10.2% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,564 | $1.05M | 0.41% | −85−3.2% | Reduced |
| Riverstone Advisors, LLC | 2,571 | $1.05M | 0.67% | +2+0.1% | Added |
| Forte Capital LLC | 2,572 | $1.05M | 0.16% | −26−1.0% | Reduced |
| SS&H Financial Advisors, Inc. | 2,591 | $1.06M | 0.49% | 00.0% | Unchanged |
| Miramar Capital, LLC | 2,597 | $1.06M | 0.27% | +41+1.6% | Added |
| Acorn Wealth Advisors, LLC | 2,598 | $1.06M | 0.78% | −15−0.6% | Reduced |
| Cutler Investment Counsel LLC | 2,598 | $1.07M | 0.17% | −311−10.7% | Reduced |