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 |
|---|---|---|---|---|---|
| Harvest Investment Services, LLC | 5,801 | $2.38M | 1.84% | +400+7.4% | Added |
| Fagan Associates, Inc. | 5,802 | $2.38M | 0.59% | −229−3.8% | Reduced |
| Acropolis Investment Management, LLC | 5,826 | $2.39M | 0.20% | 00.0% | Unchanged |
| North Star Asset Management Inc | 5,834 | $2.39M | 0.14% | −159−2.7% | Reduced |
| Green Harvest Asset Management LLC | 5,842 | $2.39M | 0.10% | +1,882+47.5% | Added |
| Paladin Advisory Group, LLC | 5,848 | $2.39M | 1.99% | +5,848 | New |
| Selway Asset Management | 5,849 | $2.39M | 1.15% | +120+2.1% | Added |
| Tillman Hartley LLC | 5,851 | $2.40M | 1.02% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 5,867 | $2.40M | 0.16% | −54−0.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 5,868 | $2.40M | 1.30% | −992−14.5% | Reduced |
| Blankinship & Foster, LLC | 5,888 | $2.41M | 1.05% | −69−1.2% | Reduced |
| Middleton & Co Inc | 5,892 | $2.41M | 0.35% | +443+8.1% | Added |
| Eagle Global Advisors LLC | 5,893 | $2.41M | 0.16% | −270−4.4% | Reduced |
| Omnia Family Wealth, LLC | 5,873 | $2.41M | 1.86% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 5,901 | $2.42M | 1.41% | −3,468−37.0% | Reduced |
| Sterling Financial Group, Inc. | 6,328 | $2.42M | 1.86% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 6,353 | $2.43M | 0.11% | 00.0% | Unchanged |
| Invst, LLC | 5,895 | $2.43M | 0.38% | +221+3.9% | Added |
| Baldwin Brothers Inc | 5,943 | $2.43M | 0.21% | +743+14.3% | Added |
| Parkside Financial Bank & Trust | 5,944 | $2.43M | 0.65% | +1,442+32.0% | Added |
| W Advisors, LLC | 5,949 | $2.44M | 2.01% | −5−0.1% | Reduced |
| LaFleur & Godfrey LLC | 5,964 | $2.44M | 0.40% | +90+1.5% | Added |
| Souders Financial Advisors | 5,973 | $2.45M | 0.52% | +3,461+137.8% | Added |
| Logan Stone Capital, LLC | 5,987 | $2.45M | 0.97% | +5,987 | New |
| Congress Park Capital LLC | 5,988 | $2.45M | 1.46% | +1,141+23.5% | Added |
| Armstrong Henry H Associates Inc | 5,989 | $2.45M | 0.30% | −195−3.2% | Reduced |
| Capital Asset Advisory Services LLC | 5,991 | $2.45M | 0.18% | −309−4.9% | Reduced |
| High Probability Advisors, LLC | 5,996 | $2.45M | 0.57% | +1,982+49.4% | Added |
| Financial Perspectives, Inc | 5,996 | $2.45M | 1.17% | +3+0.1% | Added |
| Scoggin Management LP | 6,000 | $2.46M | 3.58% | +3,500+140.0% | Added |
| McIlrath & Eck, LLC | 6,004 | $2.46M | 0.57% | −225−3.6% | Reduced |
| Menora Mivtachim Holdings Ltd. | 6,040 | $2.47M | 0.03% | +6,040 | New |
| East Coast Asset Management, LLC. | 6,051 | $2.48M | 1.09% | −290−4.6% | Reduced |
| Waters Parkerson & Co., LLC | 6,061 | $2.48M | 0.15% | −115−1.9% | Reduced |
| Signet Financial Management, LLC | 6,068 | $2.48M | 0.42% | +36+0.6% | Added |
| Rede Wealth, LLC | 6,072 | $2.49M | 1.30% | +9+0.1% | Added |
| Gilbert & Cook, Inc. | 6,074 | $2.49M | 0.43% | −34−0.6% | Reduced |
| Arlington Partners LLC | 6,077 | $2.49M | 0.35% | +1,621+36.4% | Added |
| Center for Financial Planning, Inc. | 6,107 | $2.50M | 0.58% | −117−1.9% | Reduced |
| Ulrich Consultants & Investment Group, LLC | 6,138 | $2.51M | 5.25% | −238−3.7% | Reduced |
| Highlander Partners, L.P. | 6,144 | $2.52M | 3.40% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 6,148 | $2.52M | 0.80% | +714+13.1% | Added |
| JustInvest LLC | 6,162 | $2.52M | 0.09% | +3,580+138.7% | Added |
| Outlook Wealth Advisors, LLC | 6,163 | $2.52M | 1.12% | +5,149+507.8% | Added |
| Everett Harris & Co | 6,171 | $2.53M | 0.04% | +10.0% | Added |
| Cohen & Steers, Inc. | 6,180 | $2.53M | 0.01% | −3,027−32.9% | Reduced |
| Vantage Investment Partners, LLC | 6,182 | $2.53M | 0.35% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 6,184 | $2.53M | 1.75% | −163−2.6% | Reduced |
| Signature Securities Group Corporation | 6,180 | $2.54M | 0.92% | −736−10.6% | Reduced |
| Mason Investment Advisory Services, Inc. | 6,200 | $2.54M | 0.23% | −82−1.3% | Reduced |
| USAdvisors Wealth Management, LLC | 6,218 | $2.55M | 1.21% | −9−0.1% | Reduced |
| Clear Perspectives Financial Planning, LLC | 6,235 | $2.55M | 1.43% | +250+4.2% | Added |
| Bank Ozk | 6,238 | $2.55M | 1.27% | −298−4.6% | Reduced |
| Monticello Wealth Management, LLC | 6,499 | $2.56M | 0.28% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 6,276 | $2.57M | 0.46% | +5+0.1% | Added |
| Abacus Planning Group, Inc. | 6,298 | $2.58M | 0.66% | +34+0.5% | Added |
| Allegheny Financial Group LTD | 6,311 | $2.58M | 1.04% | −180−2.8% | Reduced |
| Zevenbergen Capital Investments LLC | 6,320 | $2.59M | 0.07% | +10.0% | Added |
| BCM Advisors, LLC | 6,227 | $2.59M | 0.70% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 6,323 | $2.59M | 0.19% | −45−0.7% | Reduced |
| High Falls Advisors, Inc | 6,342 | $2.60M | 0.77% | −620−8.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 6,347 | $2.60M | 1.01% | +5,981+1,634.2% | Added |
| Park National Corp | 6,348 | $2.60M | 0.12% | +18+0.3% | Added |
| Forza Wealth Management, LLC | 6,356 | $2.60M | 1.34% | +140+2.3% | Added |
| Peak Planning Group, LLC | 6,358 | $2.60M | 2.11% | −362−5.4% | Reduced |
| Amussen Hunsaker Associates LLC | 6,363 | $2.61M | 0.65% | −30,694−82.8% | Reduced |
| Merrion Investment Management Co, LLC | 6,369 | $2.61M | 2.49% | −1,500−19.1% | Reduced |
| Colonial Trust Co | 6,377 | $2.61M | 0.66% | −186−2.8% | Reduced |
| Kalos Management, Inc. | 6,380 | $2.61M | 5.24% | +536+9.2% | Added |
| Carlson Capital Management | 6,386 | $2.61M | 0.17% | −75−1.2% | Reduced |
| EPIQ Capital Group, LLC | 6,391 | $2.63M | 1.38% | +466+7.9% | Added |
| Tompkins Financial Corp | 6,425 | $2.63M | 0.43% | +308+5.0% | Added |
| EverSource Wealth Advisors, LLC | 6,430 | $2.63M | 0.33% | +794+14.1% | Added |
| Rossmore Private Capital | 6,438 | $2.64M | 0.41% | −279−4.2% | Reduced |
| American State Bank (Iowa) | 6,450 | $2.64M | 1.93% | 00.0% | Unchanged |
| SOL Capital Management CO | 6,459 | $2.64M | 0.43% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 6,462 | $2.65M | 0.29% | −28−0.4% | Reduced |
| Man Group plc | – | $2.65M | 0.01% | – | New |
| Perennial Advisors, LLC | 6,467 | $2.65M | 0.76% | −521−7.5% | Reduced |
| Silvant Capital Management LLC | 6,445 | $2.65M | 0.17% | 00.0% | Unchanged |
| Centennial Bank | 6,483 | $2.65M | 1.73% | −1,011−13.5% | Reduced |
| Capital Insight Partners, LLC | 6,505 | $2.66M | 0.63% | +6,505 | New |
| LWS Wealth Advisors, Inc. | 6,537 | $2.68M | 1.10% | −870−11.7% | Reduced |
| SC&H Financial Advisors, Inc. | 6,552 | $2.68M | 0.98% | −379−5.5% | Reduced |
| Cahill Wealth Management, LLC | 6,572 | $2.69M | 1.99% | 00.0% | Unchanged |
| Independent Advisor Alliance | 6,572 | $2.69M | 0.13% | −791−10.7% | Reduced |
| BNC Wealth Management, LLC | 6,581 | $2.69M | 1.50% | −470−6.7% | Reduced |
| Price T Rowe Associates Inc | 6,583 | $2.70M | 0.00% | +672+11.4% | Added |
| Sandy Cove Advisors, LLC | 6,602 | $2.70M | 1.96% | +97+1.5% | Added |
| Pioneer Trust Bank N A | 6,604 | $2.70M | 0.80% | −65−1.0% | Reduced |
| Burney Co | 6,615 | $2.71M | 0.13% | +618+10.3% | Added |
| Madison Wealth Management | 6,616 | $2.71M | 0.59% | −109−1.6% | Reduced |
| Beacon Financial Advisory LLC | 6,620 | $2.71M | 1.72% | +672+11.3% | Added |
| Upper Left Wealth Management, LLC | 6,623 | $2.71M | 3.08% | −125−1.9% | Reduced |
| Kelman-Lazarov, Inc. | 6,642 | $2.72M | 0.71% | −51−0.8% | Reduced |
| Private Capital Management, LLC | 6,681 | $2.74M | 0.33% | +181+2.8% | Added |
| Baker Ellis Asset Management LLC | 6,686 | $2.74M | 0.49% | +295+4.6% | Added |
| Plancorp, LLC | 6,691 | $2.74M | 0.15% | +7+0.1% | Added |
| L.M. Kohn & Company | 6,698 | $2.74M | 1.14% | +1,221+22.3% | Added |
| D L Carlson Investment Group Inc | 6,699 | $2.74M | 0.62% | −350−5.0% | Reduced |