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 |
|---|---|---|---|---|---|
| ForthRight Wealth Management, LLC | 6,700 | $2.74M | 1.26% | −20−0.3% | Reduced |
| Howard Wealth Management, LLC | 6,702 | $2.74M | 2.29% | +123+1.9% | Added |
| Heritage Investment Group, Inc. | 6,730 | $2.75M | 0.84% | −30−0.4% | Reduced |
| Prosperity Planning, Inc. | 6,747 | $2.76M | 1.20% | −462−6.4% | Reduced |
| Edge Wealth Management LLC | 6,752 | $2.76M | 0.63% | −338−4.8% | Reduced |
| Rappaport Reiches Capital Management, LLC | 6,757 | $2.77M | 1.23% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 6,762 | $2.77M | 0.90% | +10.0% | Added |
| Forbes Financial Planning, Inc. | 6,764 | $2.77M | 2.72% | +87+1.3% | Added |
| Key Client Fiduciary Advisors, LLC | 6,772 | $2.77M | 1.73% | +266+4.1% | Added |
| Sonora Investment Management Group, LLC | 6,782 | $2.78M | 0.24% | +630+10.2% | Added |
| Coastal Investment Advisors, Inc. | 6,794 | $2.78M | 0.68% | −193−2.8% | Reduced |
| Cubic Asset Management, LLC | 6,806 | $2.79M | 0.78% | −142−2.0% | Reduced |
| Texas Capital Bancshares Inc | 6,811 | $2.79M | 1.74% | −30−0.4% | Reduced |
| Northwest Capital Management Inc | 6,823 | $2.79M | 1.36% | −625−8.4% | Reduced |
| Delta Investment Management, LLC | 6,848 | $2.80M | 0.80% | −36−0.5% | Reduced |
| Fragasso Group Inc. | 6,854 | $2.81M | 0.32% | −47−0.7% | Reduced |
| Arrowroot Family Office, LLC | 6,868 | $2.81M | 2.40% | +6,868 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,991 | $2.82M | 0.74% | −133−1.9% | Reduced |
| Hyperion Partners, LLC | 6,907 | $2.83M | 2.54% | +22+0.3% | Added |
| Signature Wealth Management Partners, LLC | 6,921 | $2.83M | 2.63% | −32−0.5% | Reduced |
| Strait & Sound Wealth Management LLC | 6,922 | $2.83M | 2.82% | −278−3.9% | Reduced |
| Phillips Financial Management, LLC | 6,928 | $2.84M | 0.27% | +16+0.2% | Added |
| Bray Capital Advisors | 6,953 | $2.85M | 0.83% | +7+0.1% | Added |
| F&V Capital Management, LLC | 6,966 | $2.85M | 0.95% | −90−1.3% | Reduced |
| Hassell Wealth Management, LLC | 7,048 | $2.86M | 2.10% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 6,997 | $2.86M | 1.36% | −94,723−93.1% | Reduced |
| First PREMIER Bank | 7,000 | $2.87M | 0.84% | +85+1.2% | Added |
| Austin Asset Management Co Inc | 7,019 | $2.87M | 0.92% | +121+1.8% | Added |
| Spence Asset Management | 7,029 | $2.88M | 0.92% | −1,249−15.1% | Reduced |
| Capstone Financial Advisors, Inc. | 7,032 | $2.88M | 0.23% | +140+2.0% | Added |
| Platform Technology Partners | 7,060 | $2.89M | 1.43% | −120−1.7% | Reduced |
| Boston Trust Walden Corp | 7,066 | $2.89M | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 7,086 | $2.90M | 1.85% | +30.0% | Added |
| Reynders McVeigh Capital Management, LLC | 7,147 | $2.93M | 0.20% | −5,096−41.6% | Reduced |
| Moreno Evelyn V | 7,210 | $2.95M | 0.67% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 7,232 | $2.96M | 0.78% | +321+4.6% | Added |
| Boston Research & Management Inc | 7,235 | $2.96M | 0.88% | +87+1.2% | Added |
| Western Asset Management Company, LLC | 7,236 | $2.96M | 1.42% | −162−2.2% | Reduced |
| Woodstock Corp | 7,239 | $2.96M | 0.38% | −660−8.4% | Reduced |
| Nixon Peabody Trust Co | 7,252 | $2.97M | 2.08% | −132−1.8% | Reduced |
| Sage Mountain Advisors LLC | 7,274 | $2.98M | 0.48% | +791+12.2% | Added |
| Hengehold Capital Management LLC | 7,302 | $2.99M | 0.41% | −113−1.5% | Reduced |
| Pacitti Group Inc. | 7,303 | $2.99M | 2.19% | +188+2.6% | Added |
| Peregrine Asset Advisers, Inc. | 7,316 | $2.99M | 2.93% | −109−1.5% | Reduced |
| Laurel Wealth Planning LLC | 7,322 | $3.00M | 1.99% | −1,605−18.0% | Reduced |
| Thoroughbred Financial Services, LLC | 7,362 | $3.01M | 0.45% | −2,321−24.0% | Reduced |
| Resolute Wealth Strategies, LLC | 7,382 | $3.02M | 2.57% | +7,382 | New |
| Lockerman Financial Group, Inc. | 7,390 | $3.03M | 8.33% | +417+6.0% | Added |
| DHJJ Financial Advisors, Ltd. | 7,403 | $3.03M | 1.64% | −170−2.2% | Reduced |
| AlphaStar Capital Management, LLC | 7,726 | $3.04M | 0.26% | +3,136+68.3% | Added |
| AtlasMark Financial, Inc | 7,430 | $3.04M | 3.99% | +7,430 | New |
| Pasadena Private Wealth, LLC | 7,434 | $3.04M | 0.88% | −25−0.3% | Reduced |
| Harbor Investment Advisory, LLC | 7,458 | $3.05M | 0.46% | −879−10.5% | Reduced |
| Chicago Capital, LLC | 7,473 | $3.06M | 0.15% | −895−10.7% | Reduced |
| Baldwin Investment Management, LLC | 7,485 | $3.06M | 0.54% | 00.0% | Unchanged |
| Asset Dedication, LLC | 7,524 | $3.08M | 0.29% | −467−5.8% | Reduced |
| Pictet Bank & Trust Ltd | 7,567 | $3.10M | 2.16% | +49+0.7% | Added |
| Ci Investments Inc. | 7,606 | $3.11M | 0.02% | −49,605−86.7% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 7,637 | $3.13M | 2.46% | +12+0.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,637 | $3.13M | 0.04% | −506−6.2% | Reduced |
| HGI Capital Management, LLC | 7,639 | $3.13M | 2.07% | −10,833−58.6% | Reduced |
| Panagora Asset Management Inc | 7,643 | $3.13M | 0.02% | −8,650−53.1% | Reduced |
| Innova Wealth Partners | 7,654 | $3.13M | 2.75% | +2,826+58.5% | Added |
| Moneda S.A. Administradora General de Fondos | 7,670 | $3.14M | 3.55% | −68−0.9% | Reduced |
| Raffa Wealth Management, LLC | 7,676 | $3.14M | 1.14% | +7+0.1% | Added |
| Northwest Bancshares, Inc. | 7,689 | $3.15M | 0.61% | −289−3.6% | Reduced |
| Sunesis Advisors, LLC | 7,699 | $3.15M | 2.27% | +2,751+55.6% | Added |
| Covenant Asset Management, LLC | 7,712 | $3.16M | 1.03% | −216−2.7% | Reduced |
| Resolute Partners Group | 7,684 | $3.16M | 0.37% | −542−6.6% | Reduced |
| Levin Capital Strategies, L.P. | 7,734 | $3.17M | 0.40% | +7+0.1% | Added |
| Montis Financial, LLC | 7,772 | $3.18M | 2.46% | −662−7.8% | Reduced |
| Samalin Investment Counsel, LLC | 7,801 | $3.19M | 1.93% | +154+2.0% | Added |
| Per Stirling Capital Management, LLC. | 7,802 | $3.19M | 0.69% | −1,113−12.5% | Reduced |
| True Capital Management | 7,806 | $3.20M | 2.19% | −1,582−16.9% | Reduced |
| Clientfirst Wealth Management, LLC | 7,861 | $3.21M | 4.27% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 7,843 | $3.21M | 0.66% | +81+1.0% | Added |
| Cohen Capital Management, Inc. | 7,864 | $3.22M | 0.65% | +20.0% | Added |
| Garden State Investment Advisory Services LLC | 7,877 | $3.23M | 1.64% | −699−8.2% | Reduced |
| Twin Lakes Capital Management, LLC | 7,889 | $3.23M | 2.41% | +27+0.3% | Added |
| Long Run Wealth Advisors, LLC | 7,895 | $3.23M | 1.10% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 7,911 | $3.24M | 0.82% | −141−1.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 7,914 | $3.24M | 0.33% | 00.0% | Unchanged |
| SL Advisors, LLC | 7,930 | $3.25M | 6.96% | +47+0.6% | Added |
| First United Bank Trust | 7,935 | $3.25M | 1.52% | −372−4.5% | Reduced |
| VeraBank, N.A. | 7,943 | $3.25M | 1.51% | −1,000−11.2% | Reduced |
| Madison Wealth Partners, Inc | 7,949 | $3.25M | 1.64% | +34+0.4% | Added |
| Truepoint, Inc. | 7,980 | $3.27M | 0.11% | −767−8.8% | Reduced |
| Pinnacle Family Advisors, LLC | 7,993 | $3.27M | 1.99% | +915+12.9% | Added |
| Signature Estate & Investment Advisors LLC | 7,995 | $3.27M | 0.11% | −878−9.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 7,996 | $3.27M | 2.33% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 7,999 | $3.28M | 0.69% | −165−2.0% | Reduced |
| Unique Wealth, LLC | 8,005 | $3.28M | 1.59% | −86−1.1% | Reduced |
| Cherrydale Wealth Management, LLC | 8,036 | $3.29M | 2.49% | +35+0.4% | Added |
| Coastwise Capital Group, LLC | 8,038 | $3.29M | 3.76% | −4,893−37.8% | Reduced |
| Marietta Wealth Management, LLC | 8,050 | $3.30M | 0.70% | −193−2.3% | Reduced |
| Silver Oak Securities, Inc | 8,051 | $3.30M | 0.54% | +3,064+61.4% | Added |
| Toroso Investments, LLC | 8,058 | $3.30M | 0.11% | +3,223+66.7% | Added |
| Orin Green Financial, LLC | 8,070 | $3.30M | 1.79% | +282+3.6% | Added |
| Chesapeake Wealth Management | 8,086 | $3.31M | 1.38% | +267+3.4% | Added |
| Resurgent Financial Advisors LLC | 8,087 | $3.31M | 2.23% | −3,835−32.2% | Reduced |