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 |
|---|---|---|---|---|---|
| Pavion Blue Capital, LLC | 5,041 | $2.06M | 1.27% | +9+0.2% | Added |
| Toth Financial Advisory Corp | 5,042 | $2.06M | 0.32% | −670−11.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 5,043 | $2.06M | 0.64% | +20.0% | Added |
| Watershed Private Wealth LLC | 5,049 | $2.07M | 1.40% | 00.0% | Unchanged |
| McAdam, LLC | 5,050 | $2.07M | 0.19% | +2,967+142.4% | Added |
| Summit Financial Strategies, Inc. | 5,051 | $2.07M | 0.41% | −55−1.1% | Reduced |
| ZRC Wealth Management, LLC | 5,059 | $2.07M | 1.90% | +5,059 | New |
| Silverleafe Capital Partners, LLC | 5,065 | $2.07M | 1.34% | −31−0.6% | Reduced |
| Home Federal Bank of Tennessee | 5,069 | $2.08M | 0.77% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 5,069 | $2.08M | 1.47% | +10+0.2% | Added |
| Ironwood Financial, llc | 5,071 | $2.08M | 0.58% | +14+0.3% | Added |
| LaSalle St. Investment Advisors, LLC | 5,086 | $2.08M | 0.92% | −7−0.1% | Reduced |
| Capital Analysts, LLC | 5,086 | $2.08M | 0.12% | +826+19.4% | Added |
| Credential Qtrade Securities Inc. | 5,090 | $2.08M | 0.14% | −2,304−31.2% | Reduced |
| Anchor Investment Management, LLC | 5,090 | $2.08M | 0.28% | +55+1.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 5,093 | $2.09M | 0.43% | −86−1.7% | Reduced |
| Leeward Financial Partners, LLC | 5,099 | $2.09M | 1.28% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 5,102 | $2.09M | 2.81% | −1,270−19.9% | Reduced |
| Hunting Hill Global Capital, LLC | 5,103 | $2.09M | 2.40% | +5,103 | New |
| Brandywine Oak Private Wealth LLC | 5,114 | $2.09M | 0.24% | −120−2.3% | Reduced |
| Disciplined Investments, LLC | 5,115 | $2.09M | 0.88% | −78−1.5% | Reduced |
| Key Square Capital Management LLC | 5,124 | $2.10M | 2.06% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 5,138 | $2.10M | 1.92% | −24−0.5% | Reduced |
| Advanced Asset Management Advisors Inc | 5,146 | $2.11M | 0.51% | +9+0.2% | Added |
| Patton Albertson Miller Group, LLC | 5,151 | $2.11M | 0.39% | −741−12.6% | Reduced |
| Rice Partnership, LLC | 5,156 | $2.11M | 0.63% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 5,166 | $2.11M | 0.47% | +3,196+162.2% | Added |
| Gemmer Asset Management LLC | 5,169 | $2.12M | 0.31% | +239+4.8% | Added |
| Revolve Wealth Partners, LLC | 5,173 | $2.12M | 0.54% | −79−1.5% | Reduced |
| Financial Network Wealth Management LLC | 5,174 | $2.12M | 1.05% | +123+2.4% | Added |
| LMCG Investments, LLC | 5,176 | $2.12M | 0.14% | −12,470−70.7% | Reduced |
| Compass Ion Advisors, LLC | 5,179 | $2.12M | 0.54% | −4,200−44.8% | Reduced |
| Symphony Financial, Ltd. Co. | 5,256 | $2.12M | 0.55% | −2,096−28.5% | Reduced |
| Kelly Financial Services LLC | 5,183 | $2.12M | 1.07% | +2,035+64.6% | Added |
| Inspirion Wealth Advisors, LLC | 5,234 | $2.14M | 0.43% | +388+8.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,235 | $2.14M | 1.73% | −24−0.5% | Reduced |
| Verus Financial Partners, Inc. | 5,292 | $2.14M | 0.29% | +20.0% | Added |
| Asset Management Group, Inc. | 5,276 | $2.16M | 0.48% | +7+0.1% | Added |
| Summit Financial Wealth Advisors, LLC | 5,306 | $2.17M | 0.52% | +49+0.9% | Added |
| Affiance Financial, LLC | 5,307 | $2.17M | 1.15% | −3,455−39.4% | Reduced |
| HCR Wealth Advisors | 5,301 | $2.18M | 0.43% | +364+7.4% | Added |
| Atlas Brown,Inc. | 5,319 | $2.18M | 1.00% | +713+15.5% | Added |
| Means Investment Co., Inc. | 5,319 | $2.18M | 0.38% | +7+0.1% | Added |
| White Knight Strategic Wealth Advisors, LLC | 5,326 | $2.18M | 2.74% | −702−11.6% | Reduced |
| Wealth Advisors, Inc. | 5,327 | $2.18M | 1.04% | +162+3.1% | Added |
| Financial Architects, Inc | 5,334 | $2.18M | 0.35% | −1,740−24.6% | Reduced |
| Charter Research & Investment Group, Inc. | 5,346 | $2.19M | 1.92% | +1,505+39.2% | Added |
| Willis Johnson & Associates, Inc. | 5,362 | $2.20M | 0.26% | −578−9.7% | Reduced |
| Parsons Capital Management Inc | 5,384 | $2.20M | 0.18% | +114+2.2% | Added |
| NVWM, LLC | 5,368 | $2.21M | 0.74% | −331−5.8% | Reduced |
| Essex Savings Bank | 5,388 | $2.21M | 0.77% | −52−1.0% | Reduced |
| Harbour Capital Advisors, LLC | 5,394 | $2.21M | 0.67% | +15+0.3% | Added |
| Pier 88 Investment Partners LLC | 5,400 | $2.21M | 0.53% | +2,100+63.6% | Added |
| Ironwood Investment Counsel, LLC | 5,406 | $2.21M | 0.53% | +148+2.8% | Added |
| SOA Wealth Advisors, LLC. | 5,422 | $2.22M | 0.55% | −6−0.1% | Reduced |
| Marquette Asset Management, LLC | 5,424 | $2.22M | 0.59% | −12−0.2% | Reduced |
| DHK Financial Advisors, Inc. | 5,411 | $2.22M | 2.76% | +5,411 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 5,432 | $2.22M | 0.48% | −105−1.9% | Reduced |
| Intelligence Driven Advisers, LLC | 5,473 | $2.23M | 0.40% | +1,385+33.9% | Added |
| Permanens Capital L.P. | 5,451 | $2.23M | 0.48% | −1,954−26.4% | Reduced |
| Towerpoint Wealth, LLC | 5,454 | $2.23M | 1.28% | −9−0.2% | Reduced |
| Sky Investment Group LLC | – | $2.23M | 0.51% | – | – |
| Marks Group Wealth Management, Inc | 5,459 | $2.23M | 0.29% | +360+7.1% | Added |
| Ironwood Wealth Management, LLC. | 5,473 | $2.24M | 0.88% | −179−3.2% | Reduced |
| Financial Advisory Corp | 5,476 | $2.24M | 1.07% | −80−1.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 5,493 | $2.25M | 0.82% | −262−4.6% | Reduced |
| Occidental Asset Management, LLC | 5,509 | $2.26M | 0.56% | −965−14.9% | Reduced |
| Northern Oak Wealth Management Inc | 5,548 | $2.27M | 0.27% | +121+2.2% | Added |
| Wealth Management Partners, LLC | 5,563 | $2.28M | 1.59% | −437−7.3% | Reduced |
| WNY Asset Management, LLC | 5,569 | $2.28M | 0.54% | −199−3.5% | Reduced |
| Atom Investors LP | 5,584 | $2.29M | 1.24% | −7,441−57.1% | Reduced |
| Insight Advisors, LLC | 5,584 | $2.29M | 0.54% | −343−5.8% | Reduced |
| Waterloo Capital, L.P. | 5,590 | $2.29M | 0.71% | +5,590 | New |
| Asset Allocation & Management Company, LLC | 5,594 | $2.29M | 0.92% | 00.0% | Unchanged |
| City Holding Co | 5,599 | $2.29M | 0.41% | −220−3.8% | Reduced |
| Sittner & Nelson, LLC | 5,600 | $2.29M | 1.32% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 5,604 | $2.29M | 3.09% | +803+16.7% | Added |
| Visionary Wealth Advisors | 5,611 | $2.30M | 0.19% | −13−0.2% | Reduced |
| Austin Private Wealth, LLC | 5,619 | $2.30M | 0.37% | +1,330+31.0% | Added |
| Denver Wealth Management, Inc. | 5,622 | $2.30M | 1.60% | −518−8.4% | Reduced |
| Cordatus Wealth Management LLC | 5,622 | $2.30M | 2.93% | +1,175+26.4% | Added |
| DB Wealth Management Group, LLC | 5,625 | $2.30M | 1.45% | −103−1.8% | Reduced |
| BFT Financial Group, LLC | 5,642 | $2.31M | 0.34% | +5,642 | New |
| Tennessee Valley Asset Management Partners | 5,645 | $2.31M | 0.75% | −290−4.9% | Reduced |
| High Net Worth Advisory Group LLC | 5,650 | $2.31M | 0.94% | +109+2.0% | Added |
| Mitchell Sinkler & Starr | 5,655 | $2.32M | 0.68% | 00.0% | Unchanged |
| Farmers National Bank | 5,657 | $2.32M | 0.82% | +90+1.6% | Added |
| ProVise Management Group, LLC | 5,677 | $2.32M | 0.22% | −374−6.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,681 | $2.33M | 0.34% | −92−1.6% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,711 | $2.34M | 0.85% | −127−2.2% | Reduced |
| TrinityPoint Wealth, LLC | 5,714 | $2.34M | 0.50% | −7,460−56.6% | Reduced |
| Martel Wealth Advisors Inc | 5,734 | $2.35M | 0.60% | −58−1.0% | Reduced |
| Libra Wealth LLC | 5,734 | $2.35M | 1.36% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 5,739 | $2.35M | 0.87% | +150+2.7% | Added |
| AlphaCore Capital LLC | 5,740 | $2.35M | 0.62% | −18−0.3% | Reduced |
| Cohen Lawrence B | 5,741 | $2.35M | 1.58% | −481−7.7% | Reduced |
| Sequent Asset Management, LLC | 5,748 | $2.35M | 2.67% | −2,650−31.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 5,780 | $2.37M | 0.91% | +5,780 | New |
| Baystate Wealth Management LLC | 5,781 | $2.37M | 0.21% | +502+9.5% | Added |
| BEAM Asset Management, LLC | 5,796 | $2.37M | 2.38% | +163+2.9% | Added |