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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| AFS Financial Group, LLC | 8,118 | $3.32M | 2.22% | +100+1.2% | Added |
| Aurora Private Wealth, Inc. | 8,163 | $3.34M | 3.56% | −13−0.2% | Reduced |
| Loudon Investment Management, LLC | 8,179 | $3.35M | 2.32% | +329+4.2% | Added |
| Creative Financial Designs Inc | 8,182 | $3.35M | 0.44% | +328+4.2% | Added |
| Empirical Asset Management, LLC | 8,223 | $3.37M | 3.22% | +2,726+49.6% | Added |
| Laraway Financial Inc | 8,240 | $3.37M | 3.42% | −259−3.0% | Reduced |
| Certified Advisory Corp | 8,246 | $3.38M | 0.60% | +372+4.7% | Added |
| Almanack Investment Partners, LLC. | 8,252 | $3.38M | 0.67% | −111−1.3% | Reduced |
| Annex Advisory Services, LLC | 8,284 | $3.39M | 0.18% | −320−3.7% | Reduced |
| Sachem Head Capital Management LP | 8,300 | $3.40M | 0.15% | −31,500−79.1% | Reduced |
| Pegasus Asset Management, Inc. | 8,315 | $3.40M | 1.69% | −93−1.1% | Reduced |
| Meridian Investment Counsel Inc. | 8,316 | $3.40M | 1.29% | −75−0.9% | Reduced |
| Evergreen Advisors, LLC | 8,321 | $3.41M | 1.26% | −1,063−11.3% | Reduced |
| SkyView Investment Advisors, LLC | 8,339 | $3.41M | 0.80% | +266+3.3% | Added |
| Hallmark Capital Management Inc | 8,350 | $3.42M | 0.31% | −339−3.9% | Reduced |
| TruWealth Advisors, LLC | 8,369 | $3.43M | 0.31% | +27+0.3% | Added |
| Regis Acquisition Inc. | 8,372 | $3.43M | 1.62% | +8,372 | New |
| Hamilton Point Investment Advisors, LLC | 8,374 | $3.44M | 0.84% | +8,374 | New |
| NWK Group, Inc. | 8,410 | $3.44M | 2.24% | +386+4.8% | Added |
| Svenska Handelsbanken AB (publ) | 8,428 | $3.45M | 79.22% | −7,503−47.1% | Reduced |
| Alley Investment Management Company, LLC | 8,432 | $3.45M | 0.58% | −8,874−51.3% | Reduced |
| RWM Asset Management, LLC | 8,441 | $3.46M | 0.71% | +1,478+21.2% | Added |
| Fisher Asset Management, LLC | 8,444 | $3.46M | 0.00% | −322−3.7% | Reduced |
| Laidlaw Wealth Management LLC | 8,462 | $3.46M | 0.71% | −744−8.1% | Reduced |
| Avalon Trust Co | 8,466 | $3.47M | 0.34% | +8,466 | New |
| Guidance Point Advisors, LLC | 8,468 | $3.47M | 1.40% | +27+0.3% | Added |
| Bramshill Investments, LLC | 8,467 | $3.47M | 0.41% | −46,034−84.5% | Reduced |
| Security Financial Services, INC. | 8,522 | $3.49M | 1.06% | −366−4.1% | Reduced |
| Omega Financial Group, LLC | 8,534 | $3.49M | 1.61% | +2,629+44.5% | Added |
| Private Wealth Partners, LLC | 8,545 | $3.50M | 0.35% | +127+1.5% | Added |
| Weinberger Asset Management, Inc | 8,545 | $3.50M | 2.03% | +13+0.2% | Added |
| McDonald Partners LLC | 8,566 | $3.51M | 1.14% | −389−4.3% | Reduced |
| Sage Rhino Capital LLC | 8,592 | $3.52M | 1.03% | 00.0% | Unchanged |
| My Personal CFO, LLC | 8,597 | $3.52M | 3.00% | +3,111+56.7% | Added |
| Sightline Wealth Advisors, LLC | 8,610 | $3.52M | 3.60% | −140−1.6% | Reduced |
| Waycross Investment Management Co | 8,628 | $3.53M | 3.53% | −15−0.2% | Reduced |
| NWF Advisory Services Inc. | 7,999 | $3.55M | 0.82% | +7,999 | New |
| Granite Bay Wealth Management, LLC | 8,670 | $3.55M | 2.48% | −77,746−90.0% | Reduced |
| Operose Advisors LLC | 8,678 | $3.55M | 1.76% | +20+0.2% | Added |
| Centric Wealth Management | 8,697 | $3.56M | 1.55% | +4,774+121.7% | Added |
| Donaldson Capital Management, LLC | 8,700 | $3.56M | 0.17% | +37+0.4% | Added |
| Solidarilty Wealth, LLC | 8,690 | $3.57M | 1.62% | +8,690 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 8,723 | $3.57M | 0.27% | +16+0.2% | Added |
| Emfo, LLC | 8,729 | $3.57M | 3.38% | −199−2.2% | Reduced |
| WPWealth LLP | 8,782 | $3.60M | 1.66% | −176−2.0% | Reduced |
| Metlife Inc | 8,789 | $3.60M | 35.73% | −150−1.7% | Reduced |
| Sandbox Financial Partners, LLC | 8,812 | $3.61M | 2.18% | +442+5.3% | Added |
| ELCO Management Co., LLC | 8,814 | $3.61M | 2.62% | +11+0.1% | Added |
| BFSG, LLC | 8,829 | $3.61M | 0.67% | −11,525−56.6% | Reduced |
| Interchange Capital Partners, LLC | 8,830 | $3.62M | 1.97% | +762+9.4% | Added |
| Guyasuta Investment Advisors Inc | 8,835 | $3.62M | 0.28% | +245+2.9% | Added |
| Wealthstream Advisors, Inc. | 8,869 | $3.63M | 2.17% | +20+0.2% | Added |
| Family Legacy, Inc. | 8,881 | $3.64M | 1.56% | +72+0.8% | Added |
| Founders Financial Alliance, LLC | 8,883 | $3.64M | 1.82% | −380−4.1% | Reduced |
| Roberts Glore & Co Inc | 8,894 | $3.64M | 1.22% | −25−0.3% | Reduced |
| RKL Wealth Management LLC | 8,894 | $3.64M | 0.46% | 00.0% | Unchanged |
| Madden Advisory Services, Inc. | 8,897 | $3.64M | 2.56% | −112−1.2% | Reduced |
| Nikulski Financial, Inc. | 8,925 | $3.65M | 1.61% | −290−3.1% | Reduced |
| Sterneck Capital Management, LLC | 8,974 | $3.67M | 2.32% | +64+0.7% | Added |
| Kistler-Tiffany Companies, LLC | 8,982 | $3.68M | 0.70% | −473−5.0% | Reduced |
| Orca Investment Management, LLC | 9,022 | $3.69M | 4.53% | −35−0.4% | Reduced |
| Sage Advisory Services, Ltd.Co. | 9,050 | $3.71M | 1.05% | +250+2.8% | Added |
| Callan Capital, LLC | 9,062 | $3.71M | 0.43% | +5+0.1% | Added |
| Clark Capital Management Group, Inc. | 9,083 | $3.72M | 0.04% | −745−7.6% | Reduced |
| Rehmann Capital Advisory Group | 9,093 | $3.72M | 0.35% | −15−0.2% | Reduced |
| Stevens Capital Management LP | 9,100 | $3.73M | 0.92% | +9,100 | New |
| EHP Funds Inc. | 9,100 | $3.73M | 0.82% | +3,600+65.5% | Added |
| ZWJ Investment Counsel Inc | 9,107 | $3.73M | 0.21% | −842−8.5% | Reduced |
| Millington Financial Advisors, LLC | 9,112 | $3.73M | 3.45% | +20.0% | Added |
| Raleigh Capital Management Inc. | 9,134 | $3.74M | 1.85% | +3,704+68.2% | Added |
| Ledyard National Bank | 9,135 | $3.74M | 0.43% | −396−4.2% | Reduced |
| Zions Bancorporation, N.A. | 9,157 | $3.75M | 0.32% | −260−2.8% | Reduced |
| Bay Rivers Group | 9,177 | $3.76M | 3.28% | +79+0.9% | Added |
| Flaharty Asset Management, LLC | 9,178 | $3.76M | 0.67% | −1,349−12.8% | Reduced |
| True North Advisors, LLC | 9,184 | $3.76M | 1.11% | −6,639−42.0% | Reduced |
| Tower View Investment Management & Research LLC | 9,196 | $3.77M | 2.53% | −37−0.4% | Reduced |
| MTM Investment Management, LLC | 9,197 | $3.77M | 1.93% | +87+1.0% | Added |
| Garde Capital, Inc. | 9,266 | $3.79M | 0.42% | +87+0.9% | Added |
| Stephenson National Bank & Trust | 9,278 | $3.80M | 2.36% | −46−0.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 9,318 | $3.81M | 0.52% | −754−7.5% | Reduced |
| Baron Wealth Management LLC | 9,357 | $3.83M | 2.71% | +29+0.3% | Added |
| WMS Partners, LLC | 9,368 | $3.84M | 0.34% | −1,880−16.7% | Reduced |
| Valmark Advisers, Inc. | 9,369 | $3.84M | 0.08% | −456−4.6% | Reduced |
| Farmers & Merchants Investments Inc | 9,386 | $3.84M | 0.15% | −214−2.2% | Reduced |
| Capital World Investors | 9,529 | $3.85M | 0.00% | +1,611+20.3% | Added |
| Second Half Financial Partners, LLC | 9,406 | $3.85M | 2.28% | −3,195−25.4% | Reduced |
| Overbrook Management Corp | 9,411 | $3.85M | 1.01% | −5,524−37.0% | Reduced |
| Wealthsource Partners, LLC | 9,436 | $3.86M | 0.26% | −647−6.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,438 | $3.86M | 2.40% | +9+0.1% | Added |
| Wimmer Associates 1, LLC | 9,364 | $3.87M | 2.47% | −385−3.9% | Reduced |
| LWM Advisory Services, LLC | 9,451 | $3.87M | 4.13% | −38−0.4% | Reduced |
| Solstein Capital, LLC | 9,456 | $3.87M | 3.37% | +6,328+202.3% | Added |
| BlueSky Wealth Advisors, LLC | 9,476 | $3.88M | 0.80% | −303−3.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 9,497 | $3.89M | 0.04% | −588−5.8% | Reduced |
| John W. Brooker & Co., CPAs | 9,413 | $3.89M | 2.58% | +66+0.7% | Added |
| Buckingham Strategic Partners | 9,522 | $3.90M | 0.25% | −1,057−10.0% | Reduced |
| Cozad Asset Management Inc | 9,535 | $3.90M | 0.52% | −344−3.5% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 10,217 | $3.91M | 0.98% | 00.0% | Unchanged |
| Convergence Financial, LLC | 9,577 | $3.92M | 2.89% | +312+3.4% | Added |
| Cassaday & Co Wealth Management LLC | 9,604 | $3.93M | 0.17% | +174+1.8% | Added |