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 |
|---|---|---|---|---|---|
| Confluence Wealth Services, Inc. | 3,159 | $1.29M | 0.30% | +213+7.2% | Added |
| Renaissance Investment Group LLC | 3,161 | $1.29M | 0.36% | −3−0.1% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,166 | $1.30M | 0.31% | +1,471+86.8% | Added |
| Shaker Investments LLC | 3,181 | $1.30M | 0.73% | +27+0.9% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,183 | $1.30M | 0.34% | −1,500−32.0% | Reduced |
| Tranquility Partners, LLC | 3,187 | $1.30M | 0.62% | −754−19.1% | Reduced |
| Ballast Advisors LLC | 3,192 | $1.31M | 0.52% | −438−12.1% | Reduced |
| Breakwater Capital Group | 3,193 | $1.31M | 0.55% | +226+7.6% | Added |
| Michael B. Yongue | 3,199 | $1.31M | 1.25% | −53−1.6% | Reduced |
| Congress Asset Management Co | 3,199 | $1.31M | 0.01% | −16,928−84.1% | Reduced |
| Coppell Advisory Solutions LLC | 3,240 | $1.31M | 0.45% | +1,096+51.1% | Added |
| Coppell Advisory Solutions Corp. | 3,240 | $1.31M | 0.45% | +1,096+51.1% | Added |
| Richard W. Paul & Associates, LLC | 3,204 | $1.31M | 0.60% | +513+19.1% | Added |
| Cowa, LLC | 156,229 | $1.31M | 1.07% | +152,647+4,261.5% | Added |
| Front Row Advisors LLC | 3,211 | $1.32M | 0.63% | −718−18.3% | Reduced |
| BerganKDV Wealth Management, LLC | 3,223 | $1.32M | 0.14% | +5+0.2% | Added |
| Edgar Lomax Co | 3,223 | $1.32M | 0.08% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 3,223 | $1.32M | 1.33% | +270+9.1% | Added |
| Heritage Investors Management Corp | 3,227 | $1.32M | 0.06% | +388+13.7% | Added |
| Welch Group, LLC | 3,229 | $1.32M | 0.08% | −3,064−48.7% | Reduced |
| McBroom & Associates, LLC | 3,237 | $1.33M | 1.19% | −501−13.4% | Reduced |
| WealthBridge Investment Counsel Inc. | 3,239 | $1.33M | 0.59% | −150−4.4% | Reduced |
| Randolph Co Inc | 3,240 | $1.33M | 0.19% | −10−0.3% | Reduced |
| Gilman Hill Asset Management, LLC | 3,243 | $1.33M | 0.27% | +40+1.2% | Added |
| Cedrus LLC | 3,244 | $1.33M | 0.93% | −29−0.9% | Reduced |
| Prosperity Consulting Group, LLC | 3,244 | $1.33M | 0.84% | +13+0.4% | Added |
| 9258 Wealth Management, LLC | 3,250 | $1.33M | 0.27% | −214−6.2% | Reduced |
| Semus Wealth Partners LLC | 3,250 | $1.33M | 1.43% | +668+25.9% | Added |
| Curi Capital | 3,253 | $1.33M | 0.19% | +293+9.9% | Added |
| EPG Wealth Management LLC | 3,253 | $1.33M | 0.42% | +130+4.2% | Added |
| Mount Yale Investment Advisors, LLC | 3,258 | $1.33M | 0.15% | −11,584−78.0% | Reduced |
| Kornitzer Capital Management Inc | 3,265 | $1.34M | 0.03% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 3,272 | $1.34M | 0.09% | −578−15.0% | Reduced |
| WESCAP Management Group, Inc. | 3,273 | $1.34M | 0.47% | −411−11.2% | Reduced |
| SignalPoint Asset Management, LLC | 3,273 | $1.34M | 0.44% | +117+3.7% | Added |
| Violich Capital Management, Inc. | 3,283 | $1.34M | 0.23% | 00.0% | Unchanged |
| Janney Capital Management LLC | 3,287 | $1.35M | 0.10% | −67,317−95.3% | Reduced |
| Strategic Financial Concepts, LLC | 3,288 | $1.35M | 0.54% | +3,288 | New |
| Bill Few Associates, Inc. | 3,300 | $1.35M | 0.75% | 00.0% | Unchanged |
| Garner Asset Management Corp | 3,305 | $1.35M | 0.64% | +180+5.8% | Added |
| TFC Financial Management | 3,307 | $1.35M | 0.35% | +1,725+109.0% | Added |
| Compass Financial Advisors LLC | 3,309 | $1.35M | 1.72% | +5+0.2% | Added |
| Sinecera Capital, LLC | 3,297 | $1.35M | 1.45% | 00.0% | Unchanged |
| Balentine LLC | 3,310 | $1.36M | 0.05% | +291+9.6% | Added |
| 360 Financial, Inc. | 3,326 | $1.36M | 0.72% | −502−13.1% | Reduced |
| Family Asset Management, LLC | 3,330 | $1.36M | 1.00% | −35−1.0% | Reduced |
| Endurance Wealth Management, Inc. | 3,331 | $1.36M | 0.19% | −431−11.5% | Reduced |
| Red Wave Investments LLC | 3,339 | $1.37M | 0.57% | +26+0.8% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,340 | $1.37M | 0.98% | +10.0% | Added |
| Maple Capital Management, Inc. | 3,342 | $1.37M | 0.17% | +91+2.8% | Added |
| HC Advisors, LLC | 3,344 | $1.37M | 0.85% | +3+0.1% | Added |
| Ascent Group, LLC | 3,348 | $1.37M | 0.15% | +28+0.8% | Added |
| National Wealth Management Group, LLC | 3,333 | $1.37M | 1.57% | −692−17.2% | Reduced |
| Opal Wealth Advisors, LLC | 3,365 | $1.38M | 0.80% | +83+2.5% | Added |
| Annapolis Financial Services, LLC | 3,365 | $1.38M | 0.42% | +39+1.2% | Added |
| Laird Norton Trust Company, LLC | 3,356 | $1.38M | 0.17% | −95−2.8% | Reduced |
| Hutchinson Capital Management | 3,369 | $1.38M | 0.36% | −25−0.7% | Reduced |
| Cranbrook Wealth Management, LLC | 3,370 | $1.38M | 0.39% | 00.0% | Unchanged |
| Hemington Wealth Management | 3,373 | $1.38M | 0.56% | −24−0.7% | Reduced |
| Sabal Trust CO | 3,375 | $1.38M | 0.10% | +71+2.1% | Added |
| Staley Capital Advisers Inc | 3,380 | $1.38M | 0.08% | +271+8.7% | Added |
| Trevian Wealth Management LLC | 3,385 | $1.39M | 1.30% | +10.0% | Added |
| RTD Financial Advisors, Inc. | 3,387 | $1.39M | 0.21% | −64−1.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 3,393 | $1.39M | 0.47% | +63+1.9% | Added |
| Investment Advisory Services Inc | 3,394 | $1.39M | 0.68% | +8+0.2% | Added |
| Investmark Advisory Group LLC | 3,425 | $1.40M | 1.03% | +78+2.3% | Added |
| Ingalls & Snyder LLC | 3,426 | $1.40M | 0.07% | +61+1.8% | Added |
| Nomura Asset Management Co Ltd | 3,437 | $1.41M | 0.01% | 00.0% | Unchanged |
| Parker Financial LLC | 3,445 | $1.41M | 1.11% | +966+39.0% | Added |
| Palladiem, LLC | 3,448 | $1.41M | 1.50% | −5,394−61.0% | Reduced |
| FinTrust Capital Advisors, LLC | 3,695 | $1.41M | 0.34% | −2,000−35.1% | Reduced |
| Marshall Financial Group LLC | 3,463 | $1.42M | 0.51% | −2,137−38.2% | Reduced |
| Yacktman Asset Management LP | 3,465 | $1.42M | 0.01% | −31,975−90.2% | Reduced |
| Whalerock Point Partners, LLC | 3,477 | $1.42M | 0.53% | +30+0.9% | Added |
| Goodman Financial Corp | 3,482 | $1.43M | 0.41% | +377+12.1% | Added |
| CoreFirst Bank & Trust | 3,500 | $1.43M | 1.04% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 3,503 | $1.43M | 0.18% | −151−4.1% | Reduced |
| Atomi Financial Group, Inc. | 3,505 | $1.43M | 0.80% | +3,505 | New |
| Lantz Financial LLC | 3,509 | $1.44M | 0.60% | −110−3.0% | Reduced |
| BCS Wealth Management | 3,509 | $1.44M | 0.65% | +285+8.8% | Added |
| Horizon Kinetics Asset Management LLC | 3,513 | $1.44M | 0.03% | −15−0.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,516 | $1.44M | 0.04% | −1,883−34.9% | Reduced |
| Culbertson A N & Co Inc | 3,517 | $1.44M | 0.29% | −20−0.6% | Reduced |
| Merriman Wealth Management, LLC | 3,510 | $1.44M | 0.07% | −426−10.8% | Reduced |
| Logan Capital Management Inc | 3,525 | $1.44M | 0.07% | −13,269−79.0% | Reduced |
| Pin Oak Investment Advisors Inc | 3,527 | $1.44M | 1.79% | +37+1.1% | Added |
| Punch & Associates Investment Management, Inc. | 3,533 | $1.45M | 0.09% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 3,534 | $1.45M | 1.43% | 00.0% | Unchanged |
| One Day In July LLC | 3,541 | $1.45M | 0.28% | −15−0.4% | Reduced |
| GW Henssler & Associates Ltd | 3,543 | $1.45M | 0.10% | −888−20.0% | Reduced |
| Stoneridge Investment Partners LLC | 3,549 | $1.45M | 0.77% | +10+0.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,552 | $1.45M | 0.17% | +3,552 | New |
| Eudaimonia Partners, LLC | 3,557 | $1.46M | 0.35% | −170−4.6% | Reduced |
| Atlantic Union Bankshares Corp | 3,580 | $1.47M | 0.15% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 3,587 | $1.47M | 0.23% | +13+0.4% | Added |
| Executive Wealth Management, LLC | 3,589 | $1.47M | 0.16% | +10.0% | Added |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $1.47M | 0.33% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 3,593 | $1.47M | 0.36% | −39−1.1% | Reduced |
| Hyman Charles D | 3,593 | $1.47M | 0.10% | +989+38.0% | Added |
| Sentry LLC | 3,594 | $1.47M | 0.34% | +3,594 | New |