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 |
|---|---|---|---|---|---|
| Core Wealth Advisors, Inc. | 2,614 | $1.07M | 0.43% | −57−2.1% | Reduced |
| Papp L Roy & Associates | 2,627 | $1.08M | 0.15% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,627 | $1.08M | 0.52% | 00.0% | Unchanged |
| Old Port Advisors | 2,637 | $1.08M | 0.39% | −868−24.8% | Reduced |
| Dana Investment Advisors, Inc. | 2,645 | $1.08M | 0.06% | +7+0.3% | Added |
| Onyx Bridge Wealth Group LLC | 2,651 | $1.09M | 0.43% | −81−3.0% | Reduced |
| Ascent Wealth Partners, LLC | 2,654 | $1.09M | 0.22% | −1,574−37.2% | Reduced |
| Stonebridge Capital Advisors LLC | 2,656 | $1.09M | 0.12% | −60−2.2% | Reduced |
| Parkside Advisors LLC | 2,659 | $1.09M | 0.36% | +17+0.6% | Added |
| Monterey Private Wealth, Inc. | 2,664 | $1.09M | 0.56% | −269−9.2% | Reduced |
| Investment House LLC | 2,671 | $1.09M | 0.09% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 2,673 | $1.09M | 0.21% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,675 | $1.10M | 0.23% | −721−21.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,698 | $1.10M | 1.12% | −28−1.0% | Reduced |
| Theory Financial LLC | 2,680 | $1.10M | 0.66% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 2,682 | $1.10M | 0.62% | +317+13.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,687 | $1.10M | 0.31% | −3,133−53.8% | Reduced |
| Alta Capital Management LLC | 2,695 | $1.10M | 0.08% | −35,469−92.9% | Reduced |
| Silicon Hills Wealth Management, LLC | 2,699 | $1.10M | 0.66% | −1,505−35.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,699 | $1.10M | 0.41% | −4−0.1% | Reduced |
| Daymark Wealth Partners, LLC | 2,699 | $1.10M | 0.15% | +657+32.2% | Added |
| Orgel Wealth Management, LLC | 2,702 | $1.11M | 0.04% | +40+1.5% | Added |
| Sterling Financial Planning, Inc. | 2,726 | $1.12M | 0.61% | −93−3.3% | Reduced |
| Valicenti Advisory Services Inc | 2,726 | $1.12M | 0.37% | −215−7.3% | Reduced |
| Westwood Wealth Management | 2,731 | $1.12M | 1.04% | −88−3.1% | Reduced |
| ERn Financial, LLC | 2,731 | $1.12M | 0.25% | −31−1.1% | Reduced |
| Hudson Portfolio Management LLC | 2,734 | $1.12M | 1.25% | −264−8.8% | Reduced |
| Parisi Gray Wealth Management | 2,735 | $1.12M | 0.70% | −16,273−85.6% | Reduced |
| Alaethes Wealth LLC | 2,748 | $1.12M | 0.66% | +1,808+192.3% | Added |
| Campbell Wealth Management | 2,758 | $1.13M | 0.14% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,760 | $1.13M | 0.17% | −131−4.5% | Reduced |
| Somerset Group LLC | 2,761 | $1.13M | 0.98% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,767 | $1.13M | 0.07% | −849−23.5% | Reduced |
| Monetary Management Group Inc | 2,774 | $1.14M | 0.33% | +392+16.5% | Added |
| Sensible Money, LLC | 2,775 | $1.14M | 0.98% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2,781 | $1.14M | 1.34% | −250−8.2% | Reduced |
| Bell Investment Advisors, Inc | 2,782 | $1.14M | 0.27% | +10+0.4% | Added |
| Mogy Joel R Investment Counsel Inc | 2,789 | $1.14M | 0.10% | −415−13.0% | Reduced |
| Stableford Capital II LLC | 2,986 | $1.14M | 0.82% | +2,986 | New |
| RIA Advisory Group LLC | 2,804 | $1.15M | 0.53% | −61,771−95.7% | Reduced |
| HBW Advisory Services LLC | 2,825 | $1.16M | 0.29% | −320−10.2% | Reduced |
| Valtinson Bruner Financial Planning LLC | 2,834 | $1.16M | 0.66% | −77−2.6% | Reduced |
| Exchange Capital Management, Inc. | 2,846 | $1.17M | 0.24% | −65−2.2% | Reduced |
| Register Financial Advisors LLC | 2,848 | $1.17M | 0.92% | +10.0% | Added |
| LVW Advisors, LLC | 2,856 | $1.17M | 0.23% | −138−4.6% | Reduced |
| Capital Financial Planning, LLC | 2,860 | $1.17M | 0.46% | +375+15.1% | Added |
| PRW Wealth Management LLC | 2,816 | $1.17M | 0.46% | +185+7.0% | Added |
| PDS Planning, Inc | 2,863 | $1.17M | 0.16% | +287+11.1% | Added |
| FourThought Financial Partners, LLC | 2,867 | $1.17M | 0.16% | −16−0.6% | Reduced |
| TBH Global Asset Management, LLC | 2,875 | $1.18M | 0.25% | +676+30.7% | Added |
| W.H. Cornerstone Investments Inc. | 2,877 | $1.18M | 1.07% | +105+3.8% | Added |
| Garrison Point Advisors, LLC | 2,880 | $1.18M | 0.88% | +283+10.9% | Added |
| Mandatum Life Insurance Co Ltd | 2,885 | $1.18M | 0.35% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 2,887 | $1.18M | 1.09% | −14−0.5% | Reduced |
| Dearborn Partners LLC | 2,888 | $1.18M | 0.05% | −15,605−84.4% | Reduced |
| Sound Income Strategies, LLC | 2,899 | $1.19M | 0.13% | +2,463+564.9% | Added |
| Crystalline Management Inc. | 2,920 | $1.19M | 0.92% | +800+37.7% | Added |
| Founders Financial Securities LLC | 2,905 | $1.19M | 0.17% | −23−0.8% | Reduced |
| Triangle Securities Wealth Management | 2,907 | $1.19M | 0.43% | −285−8.9% | Reduced |
| Palo Alto Wealth Advisors, LLC | 2,900 | $1.19M | 0.95% | −113−3.8% | Reduced |
| Prosperity Financial Group, Inc. | 2,918 | $1.19M | 1.21% | +30+1.0% | Added |
| MSH Capital Advisors LLC | 2,927 | $1.20M | 0.51% | −36−1.2% | Reduced |
| Powell Investment Advisors, LLC | 2,920 | $1.20M | 0.67% | +363+14.2% | Added |
| Summit Asset Management, LLC | 2,943 | $1.20M | 0.33% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 2,947 | $1.21M | 0.29% | −100−3.3% | Reduced |
| Redwood Financial Network Corp | 2,948 | $1.21M | 1.23% | +94+3.3% | Added |
| Matrix Private Capital Group LLC | 2,946 | $1.21M | 0.84% | −2,802−48.7% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 2,960 | $1.21M | 1.15% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 2,961 | $1.21M | 0.40% | +1,112+60.1% | Added |
| Mattern Capital Management, LLC | 2,968 | $1.22M | 0.21% | −88−2.9% | Reduced |
| Safeguard Financial, LLC | 2,986 | $1.22M | 0.74% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 2,985 | $1.22M | 0.53% | −63−2.1% | Reduced |
| Professional Advisory Services Inc | 2,988 | $1.22M | 0.19% | −4−0.1% | Reduced |
| Hunter Perkins Capital Management, LLC | – | $1.23M | 0.29% | – | New |
| BlueCrest Capital Management Ltd | 3,000 | $1.23M | 0.13% | −2,950−49.6% | Reduced |
| Nordwand Advisors, LLC | 3,000 | $1.23M | 0.20% | +60+2.0% | Added |
| HITE Hedge Asset Management LLC | 3,000 | $1.23M | 0.09% | +3,000 | New |
| Blue Chip Partners, Inc. | 3,002 | $1.23M | 0.15% | +9+0.3% | Added |
| Chartwell Investment Partners, LLC | 3,003 | $1.23M | 0.05% | 00.0% | Unchanged |
| Meridian Financial, LLC | 3,004 | $1.23M | 1.20% | −50−1.6% | Reduced |
| Triton Wealth Management, PLLC | 2,855 | $1.23M | 0.76% | −1,881−39.7% | Reduced |
| Prosperity Wealth Management, Inc. | 3,031 | $1.24M | 1.01% | +215+7.6% | Added |
| Leith Wheeler Investment Counsel Ltd. | 3,036 | $1.24M | 0.18% | −5−0.2% | Reduced |
| Curran Financial Partners, LLC | 3,037 | $1.24M | 0.59% | +56+1.9% | Added |
| Little House Capital LLC | 3,043 | $1.25M | 0.59% | −19,486−86.5% | Reduced |
| Hanson & Doremus Investment Management | 3,050 | $1.25M | 0.28% | −1,231−28.8% | Reduced |
| Standard Life Aberdeen plc | 3,055 | $1.25M | 0.00% | −735−19.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 3,063 | $1.25M | 0.61% | −712−18.9% | Reduced |
| CFS Investment Advisory Services, LLC | 3,064 | $1.25M | 0.23% | −8−0.3% | Reduced |
| Ayrshire Capital Management LLC | 3,068 | $1.26M | 0.86% | −35−1.1% | Reduced |
| Greenfield Savings Bank | 3,071 | $1.26M | 0.82% | −107−3.4% | Reduced |
| Lumbard & Kellner, LLC | 3,054 | $1.26M | 0.63% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 3,079 | $1.26M | 1.17% | +68+2.3% | Added |
| Manchester Financial Inc | 3,091 | $1.27M | 0.37% | −20,360−86.8% | Reduced |
| First Capital Advisors Group, LLC. | 3,101 | $1.27M | 0.82% | −30−1.0% | Reduced |
| Citizens & Northern Corp | 3,105 | $1.27M | 0.50% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 3,116 | $1.28M | 0.23% | −201−6.1% | Reduced |
| Delta Asset Management LLC | 3,132 | $1.28M | 0.13% | +51+1.7% | Added |
| McMillion Capital Management Inc | 3,140 | $1.29M | 1.21% | −95−2.9% | Reduced |
| PFS Investments Inc. | 3,153 | $1.29M | 0.02% | −702−18.2% | Reduced |