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 |
|---|---|---|---|---|---|
| XML Financial, LLC | 3,589 | $1.47M | 0.18% | −45−1.2% | Reduced |
| Summit Global Investments | 3,603 | $1.48M | 0.11% | +3+0.1% | Added |
| Traynor Capital Management, Inc. | 3,628 | $1.49M | 0.22% | −18−0.5% | Reduced |
| Alterna Wealth Management, Inc | 3,650 | $1.49M | 1.87% | −5,418−59.7% | Reduced |
| Juncture Wealth Strategies, LLC | 13,150 | $1.49M | 0.74% | +8,859+206.5% | Added |
| WealthShield Partners, LLC | 3,643 | $1.50M | 0.24% | +365+11.1% | Added |
| Tradition Wealth Management, LLC | 3,660 | $1.50M | 0.19% | +338+10.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,666 | $1.50M | 0.30% | +435+13.5% | Added |
| Fir Tree Capital Management LP | 3,668 | $1.50M | 0.12% | 00.0% | Unchanged |
| Banta Asset Management LP | 3,695 | $1.50M | 1.74% | −5−0.1% | Reduced |
| SP Asset Management LLC | 3,669 | $1.50M | 0.18% | −6,586−64.2% | Reduced |
| Lokken Investment Group LLC | 3,683 | $1.51M | 1.15% | −16−0.4% | Reduced |
| JSF Financial, LLC | 3,689 | $1.51M | 0.56% | −485−11.6% | Reduced |
| Archford Capital Strategies, LLC | 3,708 | $1.51M | 0.32% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 3,704 | $1.52M | 0.17% | −1,928−34.2% | Reduced |
| FSM Wealth Advisors, LLC | 3,706 | $1.52M | 0.88% | +2,491+205.0% | Added |
| Bank of Nova Scotia Trust Co | 3,720 | $1.52M | 0.17% | +15+0.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,727 | $1.53M | 1.02% | −538−12.6% | Reduced |
| Betterment LLC | 3,741 | $1.53M | 0.00% | +204+5.8% | Added |
| Lee Danner & Bass Inc | 3,751 | $1.54M | 0.14% | −651−14.8% | Reduced |
| Transparent Wealth Partners LLC | 3,754 | $1.54M | 1.12% | +146+4.0% | Added |
| Continuum Advisory, LLC | 5,102 | $1.54M | 0.26% | −247−4.6% | Reduced |
| MPS Loria Financial Planners, LLC | 3,768 | $1.54M | 0.62% | −239−6.0% | Reduced |
| American Planning Services, Inc. | 3,772 | $1.54M | 1.05% | −15,835−80.8% | Reduced |
| FMB Wealth Management | 3,775 | $1.55M | 1.84% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,778 | $1.55M | 0.11% | +284+8.1% | Added |
| First Personal Financial Services | 3,785 | $1.55M | 0.40% | −343−8.3% | Reduced |
| MidWestOne Financial Group, Inc. | 3,792 | $1.55M | 0.35% | +1,347+55.1% | Added |
| Cottage Street Advisors LLC | 3,799 | $1.56M | 1.21% | +3,799 | New |
| Atwood & Palmer Inc | 3,805 | $1.56M | 0.15% | −1,437−27.4% | Reduced |
| Sebold Capital Management, Inc. | 3,819 | $1.56M | 1.23% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 3,824 | $1.57M | 0.58% | +1,706+80.5% | Added |
| Quattro Financial Advisors LLC | 3,824 | $1.57M | 0.64% | −22,672−85.6% | Reduced |
| Barr E S & Co | 3,833 | $1.57M | 0.13% | −142−3.6% | Reduced |
| Wagner Wealth Management, LLC | 3,836 | $1.57M | 0.71% | +36+0.9% | Added |
| Strata Wealth Advisors, LLC | 3,836 | $1.57M | 0.81% | −3−0.1% | Reduced |
| Retirement Guys Formula LLC | 3,837 | $1.57M | 1.13% | +3,837 | New |
| Agate Pass Investment Management, LLC | 3,840 | $1.57M | 1.03% | +34+0.9% | Added |
| Cambridge Advisors Inc. | 3,848 | $1.58M | 0.40% | +10.0% | Added |
| McKinley Carter Wealth Services, Inc. | 3,854 | $1.58M | 0.12% | +175+4.8% | Added |
| Spotlight Asset Group, Inc. | 4,218 | $1.58M | 1.57% | +4,218 | New |
| Advisor Partners II, LLC | 3,858 | $1.58M | 0.09% | −1,872−32.7% | Reduced |
| Black Diamond Financial, LLC | 3,867 | $1.58M | 0.52% | +102+2.7% | Added |
| Coyle Financial Counsel LLC | 3,873 | $1.59M | 0.73% | −592−13.3% | Reduced |
| Droms Strauss Advisors Inc | 3,878 | $1.59M | 0.72% | +32+0.8% | Added |
| Insight Wealth Strategies, LLC | 3,892 | $1.59M | 0.31% | +14+0.4% | Added |
| Cape Investment Advisory, Inc. | 3,900 | $1.60M | 0.97% | +3,900 | New |
| Parkside Investments, LLC | 3,904 | $1.60M | 0.30% | −45−1.1% | Reduced |
| Column Capital Advisors, LLC | 3,909 | $1.60M | 0.24% | +287+7.9% | Added |
| Abound Wealth Management | 3,912 | $1.60M | 0.72% | +154+4.1% | Added |
| Grey Street Capital, LLC | 3,922 | $1.61M | 1.13% | +3,922 | New |
| Vaughan David Investments LLC | 3,933 | $1.61M | 0.05% | +100+2.6% | Added |
| Sage Financial Group Inc | 3,933 | $1.61M | 0.18% | +25+0.6% | Added |
| Sculati Wealth Management, LLC | 3,938 | $1.61M | 0.86% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 3,943 | $1.61M | 0.25% | +72+1.9% | Added |
| Geneva Partners, LLC | 3,945 | $1.62M | 1.38% | +4+0.1% | Added |
| First Commonwealth Financial Corp | 3,952 | $1.62M | 0.58% | −5−0.1% | Reduced |
| Northstar Group, Inc. | 3,952 | $1.62M | 0.41% | +554+16.3% | Added |
| Retirement Investment Advisors, Inc. | 3,966 | $1.62M | 0.29% | +1,983+100.0% | Added |
| Teamwork Financial Advisors, LLC | 3,967 | $1.62M | 0.30% | −4,125−51.0% | Reduced |
| Westside Investment Management, Inc. | 3,973 | $1.63M | 0.48% | +99+2.6% | Added |
| LGT Financial Advisors LLC | 3,984 | $1.63M | 3.04% | +15+0.4% | Added |
| Allegiance Financial Group Advisory Services LLC | 3,985 | $1.63M | 1.20% | +2+0.1% | Added |
| Northstar Advisory Group, LLC | 3,987 | $1.63M | 1.22% | −728−15.4% | Reduced |
| Headinvest, LLC | 3,989 | $1.63M | 0.36% | −14−0.3% | Reduced |
| Wambolt & Associates, LLC | 3,974 | $1.63M | 0.58% | −171−4.1% | Reduced |
| Oxbow Advisors, LLC | 3,992 | $1.63M | 0.29% | −110−2.7% | Reduced |
| Grandfield & Dodd, LLC | 3,993 | $1.63M | 0.11% | −400−9.1% | Reduced |
| First American Trust, FSB | 4,007 | $1.64M | 0.24% | +201+5.3% | Added |
| Sterling Investment Counsel, LLC | 4,028 | $1.65M | 0.98% | −2,252−35.9% | Reduced |
| Green Square Capital Advisors LLC | 4,029 | $1.65M | 0.22% | +97+2.5% | Added |
| Verity Asset Management, Inc. | 4,032 | $1.65M | 0.99% | −617−13.3% | Reduced |
| Philadelphia Trust Co | 4,032 | $1.65M | 0.17% | −95−2.3% | Reduced |
| New York Life Investment Management LLC | 4,046 | $1.66M | 0.02% | +412+11.3% | Added |
| CCG Wealth Management, LLC | 4,047 | $1.66M | 1.10% | −513−11.3% | Reduced |
| Canal Capital Management, LLC | 4,052 | $1.66M | 0.37% | +454+12.6% | Added |
| Centurion Wealth Management LLC | 4,054 | $1.66M | 0.85% | +642+18.8% | Added |
| Octavia Wealth Advisors, LLC | 4,049 | $1.66M | 0.37% | −286−6.6% | Reduced |
| Girard Partners Ltd. | 4,073 | $1.67M | 0.18% | −165−3.9% | Reduced |
| Quantum Private Wealth, LLC | 4,105 | $1.68M | 0.91% | +76+1.9% | Added |
| White Lighthouse Investment Management Inc. | 4,108 | $1.68M | 0.42% | −438−9.6% | Reduced |
| Nottingham Advisors, Inc. | 4,111 | $1.68M | 0.22% | −58−1.4% | Reduced |
| Sonata Capital Group Inc | 4,117 | $1.69M | 0.91% | +190+4.8% | Added |
| Winch Advisory Services, LLC | 4,132 | $1.69M | 0.66% | −246−5.6% | Reduced |
| Hall Laurie J Trustee | 4,137 | $1.69M | 0.72% | +20.0% | Added |
| Morton Capital Management LLC | 4,139 | $1.69M | 0.60% | −11−0.3% | Reduced |
| TMD Wealth Management, LLC | 4,140 | $1.69M | 0.48% | −1,000−19.5% | Reduced |
| Horan Capital Advisors, LLC. | 4,141 | $1.70M | 0.70% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 4,143 | $1.70M | 0.38% | −87−2.1% | Reduced |
| City State Bank | 4,153 | $1.70M | 0.97% | +20+0.5% | Added |
| Tempus Wealth Planning, LLC | 4,170 | $1.71M | 0.83% | +144+3.6% | Added |
| Team Hewins, LLC | 4,163 | $1.71M | 0.91% | −306−6.8% | Reduced |
| Providence First Trust Co | 4,182 | $1.71M | 0.99% | −26−0.6% | Reduced |
| Olistico Wealth, LLC | 4,194 | $1.72M | 1.66% | +16+0.4% | Added |
| Roger Wittlin Investment Advisory, LLC | 4,207 | $1.72M | 1.54% | +2,353+126.9% | Added |
| Tufton Capital Management | 4,209 | $1.72M | 0.37% | −20−0.5% | Reduced |
| Roberts Wealth Advisors, LLC | 4,220 | $1.72M | 0.79% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 4,213 | $1.72M | 0.15% | −321−7.1% | Reduced |
| Horizon Wealth Management, LLC | 4,215 | $1.73M | 1.29% | −82−1.9% | Reduced |
| Alpine Global Management, LLC | 4,217 | $1.73M | 0.67% | +4,217 | New |