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 |
|---|---|---|---|---|---|
| Aull & Monroe Investment Management Corp | 4,228 | $1.73M | 0.88% | +445+11.8% | Added |
| Newbridge Financial Services Group, Inc. | 4,238 | $1.73M | 0.92% | +598+16.4% | Added |
| Valley National Advisers Inc | 4,218 | $1.74M | 0.31% | −14−0.3% | Reduced |
| KFA Private Wealth Group, LLC | 4,258 | $1.74M | 0.79% | −11−0.3% | Reduced |
| Clarkston Capital Partners, LLC | 4,267 | $1.75M | 0.03% | +227+5.6% | Added |
| Claret Asset Management Corp | 4,279 | $1.75M | 0.35% | −215−4.8% | Reduced |
| Wunderlich Capital Managemnt | 4,286 | $1.75M | 0.91% | +81+1.9% | Added |
| Woodmont Investment Counsel LLC | 4,290 | $1.76M | 0.19% | +107+2.6% | Added |
| Bennett Selby Investments LP | 4,292 | $1.76M | 1.15% | +39+0.9% | Added |
| Lion Street Advisors, LLC | 4,295 | $1.76M | 0.54% | +3,551+477.3% | Added |
| Facet Wealth, Inc. | 4,319 | $1.77M | 0.11% | −33−0.8% | Reduced |
| ABLE Financial Group, LLC | 4,322 | $1.77M | 1.15% | +4,322 | New |
| Herbst Group, LLC | 4,344 | $1.78M | 1.26% | +281+6.9% | Added |
| First Ascent Asset Management, LLC | 4,355 | $1.78M | 0.26% | +739+20.4% | Added |
| Weaver Consulting Group | 4,362 | $1.79M | 0.82% | −192−4.2% | Reduced |
| Beck Bode, LLC | 4,371 | $1.79M | 0.44% | −521−10.7% | Reduced |
| Paloma Partners Management Co | 4,380 | $1.79M | 0.39% | −24,238−84.7% | Reduced |
| Bangor Savings Bank | 4,386 | $1.80M | 0.21% | −14−0.3% | Reduced |
| Affinity Wealth Management LLC | 4,399 | $1.80M | 0.42% | 00.0% | Unchanged |
| Modus Advisors, LLC | 4,418 | $1.81M | 0.83% | −294−6.2% | Reduced |
| Barrett & Company, Inc. | 4,428 | $1.81M | 1.15% | −83−1.8% | Reduced |
| Trillium Asset Management, LLC | 4,364 | $1.81M | 0.05% | −872−16.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,440 | $1.82M | 0.03% | +2,501+129.0% | Added |
| Koss-Olinger Consulting, LLC | 4,449 | $1.82M | 0.23% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 4,450 | $1.82M | 0.09% | −530−10.6% | Reduced |
| Peninsula Asset Management Inc | 4,454 | $1.82M | 1.14% | −390−8.1% | Reduced |
| Consolidated Planning Corp | 4,465 | $1.83M | 0.47% | −371−7.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,471 | $1.83M | 0.57% | −47−1.0% | Reduced |
| Evensky & Katz LLC | 4,475 | $1.83M | 0.15% | −106−2.3% | Reduced |
| Palouse Capital Management, Inc. | 4,478 | $1.83M | 1.24% | −510−10.2% | Reduced |
| Polaris Wealth Advisory Group, LLC | 4,480 | $1.83M | 0.14% | +10.0% | Added |
| Mosaic Family Wealth Partners, LLC | 4,495 | $1.84M | 0.38% | −850−15.9% | Reduced |
| Warner Financial, Inc | 4,497 | $1.84M | 1.28% | +18+0.4% | Added |
| Nuveen Asset Management, LLC | 4,500 | $1.84M | 0.00% | −8,450−65.3% | Reduced |
| Stillwater Investment Management, LLC | 4,508 | $1.85M | 0.50% | +19+0.4% | Added |
| Beaumont Financial Advisors, LLC | 4,516 | $1.85M | 0.19% | −1,304−22.4% | Reduced |
| Sharkey, Howes & Javer | 4,534 | $1.86M | 0.40% | +6+0.1% | Added |
| Horizon Investment Services, LLC | 4,539 | $1.86M | 1.19% | −160−3.4% | Reduced |
| Country Trust Bank | 4,540 | $1.86M | 0.05% | −91−2.0% | Reduced |
| Red Lighthouse Investment Management, LLC | 4,554 | $1.86M | 0.90% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 4,555 | $1.86M | 2.44% | +219+5.1% | Added |
| AlphaQ Advisors LLC | 4,584 | $1.88M | 1.60% | −322−6.6% | Reduced |
| Brand Asset Management Group, Inc. | 4,608 | $1.89M | 0.95% | +391+9.3% | Added |
| Southern Wealth Management, LLP | 4,611 | $1.89M | 0.73% | −56−1.2% | Reduced |
| Eagle Rock Investment Company, LLC | 4,619 | $1.89M | 0.43% | +570+14.1% | Added |
| Builder Investment Group Inc | 4,625 | $1.89M | 0.83% | −4,242−47.8% | Reduced |
| James Investment Research Inc | 4,632 | $1.90M | 0.25% | −346−7.0% | Reduced |
| Northside Capital Management, LLC | 4,638 | $1.90M | 0.51% | +20.0% | Added |
| Abacus Wealth Partners, LLC | 4,603 | $1.90M | 0.63% | −24−0.5% | Reduced |
| SeaBridge Investment Advisors LLC | 4,655 | $1.91M | 0.67% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 4,646 | $1.91M | 0.43% | −15,891−77.4% | Reduced |
| Bull Street Advisors, LLC | 4,672 | $1.91M | 0.99% | 00.0% | Unchanged |
| Capital City Trust Co | 4,679 | $1.92M | 0.61% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 4,731 | $1.94M | 0.31% | +464+10.9% | Added |
| Wick Capital Partners, LLC | 4,749 | $1.94M | 1.11% | −197−4.0% | Reduced |
| Geometric Wealth Advisors | 4,714 | $1.94M | 0.68% | +20+0.4% | Added |
| Beirne Wealth Consulting Services, LLC | 4,751 | $1.95M | 1.37% | +4,751 | New |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 4,761 | $1.95M | 0.12% | 00.0% | Unchanged |
| Noked Israel Ltd | 4,794 | $1.96M | 0.85% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 4,821 | $1.97M | 0.68% | −414−7.9% | Reduced |
| Augustine Asset Management Inc | 4,822 | $1.97M | 0.98% | 00.0% | Unchanged |
| TNF LLC | 4,747 | $1.97M | 0.89% | −521−9.9% | Reduced |
| Roffman Miller Associates Inc | 4,826 | $1.98M | 0.16% | +30+0.6% | Added |
| Wealthquest Corp | 4,832 | $1.98M | 0.26% | 00.0% | Unchanged |
| Eagle Capital Management LLC | 4,841 | $1.98M | 0.01% | −371,177−98.7% | Reduced |
| Hardy Reed LLC | 4,841 | $1.98M | 0.35% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 4,853 | $1.99M | 1.58% | 00.0% | Unchanged |
| Private Wealth Group, LLC | 4,852 | $1.99M | 2.73% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 4,852 | $1.99M | 1.53% | +2,869+144.7% | Added |
| Compass Wealth Management LLC | 4,859 | $1.99M | 0.63% | −55−1.1% | Reduced |
| Arcus Capital Partners, LLC | 4,861 | $1.99M | 0.68% | −11,576−70.4% | Reduced |
| Verus Capital Partners, LLC | 4,861 | $1.99M | 0.31% | +2,106+76.4% | Added |
| SMI Advisory Services, LLC | 5,212 | $1.99M | 0.67% | +1,300+33.2% | Added |
| Jackson Square Capital, LLC | 4,871 | $1.99M | 0.89% | −3,614−42.6% | Reduced |
| Searle & Co. | 4,800 | $2.00M | 0.65% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 4,878 | $2.00M | 1.39% | −18−0.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,880 | $2.00M | 0.31% | +133+2.8% | Added |
| Newman Dignan & Sheerar, Inc. | 4,883 | $2.00M | 0.64% | +24+0.5% | Added |
| Jaffetilchin Investment Partners, LLC | 4,885 | $2.00M | 0.23% | −440−8.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,888 | $2.00M | 0.23% | +421+9.4% | Added |
| Moss Adams Wealth Advisors LLC | 4,880 | $2.01M | 0.68% | +258+5.6% | Added |
| Marshall & Sullivan Inc | 4,911 | $2.01M | 1.22% | −26−0.5% | Reduced |
| Cooper/Haims Advisors, LLC | 4,911 | $2.01M | 1.61% | +11+0.2% | Added |
| Cahaba Wealth Management, Inc. | 4,918 | $2.01M | 0.23% | +334+7.3% | Added |
| ML & R Wealth Management LLC | 4,919 | $2.01M | 0.54% | +32+0.7% | Added |
| Spring Capital Management, LLC | 4,921 | $2.01M | 1.62% | +275+5.9% | Added |
| Wall Street Access Asset Management, LLC | 4,923 | $2.02M | 1.33% | +1,575+47.0% | Added |
| BHK Investment Advisors, LLC | 4,928 | $2.02M | 0.88% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4,938 | $2.02M | 0.28% | −115−2.3% | Reduced |
| Cadinha & Co LLC | 4,950 | $2.03M | 0.56% | −348−6.6% | Reduced |
| Noesis Capital Mangement Corp | 4,957 | $2.03M | 0.51% | −125−2.5% | Reduced |
| Erickson Financial Group, LLC | 4,962 | $2.03M | 2.02% | −101−2.0% | Reduced |
| Chesapeake Asset Management LLC | 4,961 | $2.04M | 1.86% | +4,961 | New |
| Trail Ridge Investment Advisors, LLC | 4,981 | $2.04M | 1.33% | −257−4.9% | Reduced |
| Epiq Partners, LLC | 4,984 | $2.04M | 1.41% | −105−2.1% | Reduced |
| Index Fund Advisors, Inc. | 4,990 | $2.04M | 0.14% | −1,104−18.1% | Reduced |
| Formidable Asset Management, LLC | 4,974 | $2.04M | 0.43% | −1,160−18.9% | Reduced |
| Duncker Streett & Co Inc | 4,993 | $2.04M | 0.49% | −11−0.2% | Reduced |
| Cornerstone Advisory, LLC | 5,015 | $2.05M | 0.37% | +103+2.1% | Added |
| Peterson Wealth Services | 5,031 | $2.06M | 1.06% | −10−0.2% | Reduced |