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 |
|---|---|---|---|---|---|
| Asset Advisors Investment Management, LLC | 9,606 | $3.93M | 0.51% | −20−0.2% | Reduced |
| Defined Wealth Management, LLC | 9,623 | $3.94M | 3.68% | −394−3.9% | Reduced |
| CFM Wealth Partners LLC | 9,646 | $3.95M | 1.09% | +577+6.4% | Added |
| TCI Wealth Advisors, Inc. | 9,690 | $3.97M | 0.51% | +3,159+48.4% | Added |
| First County Bank | 9,703 | $3.97M | 1.95% | −15,086−60.9% | Reduced |
| David Loasby | 9,721 | $3.98M | 0.46% | +4,154+74.6% | Added |
| Charter Trust Co | 9,761 | $4.00M | 0.32% | +205+2.1% | Added |
| Cedar Brook Financial Partners, LLC | 9,785 | $4.01M | 1.03% | −125−1.3% | Reduced |
| Private Ocean, LLC | 9,786 | $4.01M | 0.53% | +881+9.9% | Added |
| Helen Stephens Group, LLC | 9,837 | $4.03M | 2.09% | +620+6.7% | Added |
| Wallington Asset Management, LLC | 9,843 | $4.03M | 0.81% | −119−1.2% | Reduced |
| Parker Investment Management, LLC | 9,880 | $4.04M | 0.93% | −35,314−78.1% | Reduced |
| waypoint wealth counsel | 9,880 | $4.04M | 3.14% | +169+1.7% | Added |
| Brown Shipley& Co Ltd | 10,036 | $4.05M | 2.61% | +10,036 | New |
| S.A. Mason LLC | 9,933 | $4.07M | 2.95% | −831−7.7% | Reduced |
| Drexel Morgan & Co. | 9,966 | $4.08M | 1.03% | −1,295−11.5% | Reduced |
| Charter Oak Capital Management, LLC | 9,970 | $4.08M | 0.57% | −172−1.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 9,980 | $4.09M | 0.73% | −398−3.8% | Reduced |
| Kearns & Associates LLC | 9,981 | $4.09M | 4.07% | 00.0% | Unchanged |
| Stevard, LLC | 9,983 | $4.09M | 3.84% | −133−1.3% | Reduced |
| Unionview, LLC | 9,988 | $4.09M | 3.84% | +972+10.8% | Added |
| Autumn Glory Partners, LLC | 9,991 | $4.09M | 3.50% | −3,330−25.0% | Reduced |
| Teilinger Capital Ltd. | 10,000 | $4.09M | 1.70% | −10,000−50.0% | Reduced |
| Rollins Financial | 10,014 | $4.10M | 1.36% | −752−7.0% | Reduced |
| Highview Capital Management LLC | 10,030 | $4.11M | 2.37% | +484+5.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 10,033 | $4.11M | 0.64% | −1,113−10.0% | Reduced |
| Fusion Family Wealth LLC | 10,041 | $4.11M | 0.53% | −61−0.6% | Reduced |
| Blue Fin Capital, Inc. | 10,147 | $4.11M | 1.33% | −74−0.7% | Reduced |
| Concentric Capital Strategies, LP | 10,049 | $4.11M | 1.38% | +4,544+82.5% | Added |
| Round Rock Advisors, LLC | 10,054 | $4.12M | 1.58% | +15+0.1% | Added |
| Colony Family Offices, LLC | 10,022 | $4.12M | 1.58% | +187+1.9% | Added |
| Well Done, LLC | 10,088 | $4.12M | 0.89% | −935−8.5% | Reduced |
| Burns J W & Co Inc | 10,084 | $4.13M | 0.70% | +265+2.7% | Added |
| Castellan Group, LLC | 10,096 | $4.13M | 2.82% | +319+3.3% | Added |
| Berger Financial Group, Inc | 10,243 | $4.19M | 0.50% | −2,152−17.4% | Reduced |
| Lakeview Capital Partners, LLC | 10,175 | $4.19M | 1.30% | +974+10.6% | Added |
| Y.D. More Investments Ltd | 10,257 | $4.20M | 1.02% | +654+6.8% | Added |
| Rockland Trust Co | 10,252 | $4.20M | 0.26% | −635−5.8% | Reduced |
| Roundview Capital LLC | 10,253 | $4.20M | 0.44% | +297+3.0% | Added |
| Pitti Group Wealth Management, LLC | 10,298 | $4.22M | 4.71% | −108−1.0% | Reduced |
| LCNB Corp | 10,349 | $4.24M | 1.92% | 00.0% | Unchanged |
| Pacific Financial Group Inc | 10,357 | $4.24M | 3.20% | −44−0.4% | Reduced |
| Cypress Financial Planning LLC | 10,323 | $4.24M | 2.58% | +357+3.6% | Added |
| Ellevest, Inc. | 10,363 | $4.24M | 0.33% | −489−4.5% | Reduced |
| Goldstone Financial Group, LLC | 10,395 | $4.26M | 1.40% | +10,395 | New |
| Leverty Financial Group, LLC | 10,440 | $4.27M | 3.35% | +99+1.0% | Added |
| Chapin Davis, Inc. | 10,458 | $4.28M | 2.22% | +57+0.5% | Added |
| Advisors Capital Management, LLC | 10,460 | $4.28M | 0.11% | −77,433−88.1% | Reduced |
| Founders Capital Management | 10,466 | $4.29M | 3.28% | −90−0.9% | Reduced |
| Morris Financial Concepts, Inc. | 10,478 | $4.29M | 3.02% | −85−0.8% | Reduced |
| Pinnacle Bancorp, Inc. | 10,499 | $4.30M | 1.58% | −6−0.1% | Reduced |
| Veracity Capital LLC | 10,510 | $4.30M | 1.99% | −206−1.9% | Reduced |
| Rhumbline Advisers | 10,522 | $4.31M | 0.01% | +64+0.6% | Added |
| Audent Global Asset Management, LLC | 10,537 | $4.31M | 6.06% | +6,102+137.6% | Added |
| Legacy Wealth Management, Inc | 10,545 | $4.32M | 0.39% | +434+4.3% | Added |
| American National Bank | 10,548 | $4.32M | 0.80% | −61−0.6% | Reduced |
| White Pine Capital LLC | 10,624 | $4.35M | 1.69% | −296−2.7% | Reduced |
| State of Alaska, Department of Revenue | 10,688 | $4.38M | 0.05% | −12,386−53.7% | Reduced |
| Bayesian Capital Management, LP | 10,700 | $4.38M | 0.54% | −203,000−95.0% | Reduced |
| Consolidated Portfolio Review Corp | 10,737 | $4.40M | 1.19% | +10,737 | New |
| Blueprint Investment Partners LLC | 10,740 | $4.40M | 1.00% | −5,590−34.2% | Reduced |
| Private Portfolio Partners LLC | 10,786 | $4.42M | 1.20% | −944−8.0% | Reduced |
| Vista Wealth Management Group, LLC | 10,790 | $4.42M | 0.48% | −237−2.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 10,896 | $4.46M | 0.11% | −430−3.8% | Reduced |
| United Bank | 10,896 | $4.46M | 0.57% | −284−2.5% | Reduced |
| Aveo Capital Partners, LLC | 10,905 | $4.46M | 0.60% | −5,743−34.5% | Reduced |
| Rebalance, LLC | 10,933 | $4.48M | 0.44% | +45+0.4% | Added |
| Halpern Financial, Inc. | 10,951 | $4.48M | 1.61% | −30−0.3% | Reduced |
| Boothe Investment Group, Inc. | 11,003 | $4.50M | 2.40% | +287+2.7% | Added |
| TCG Advisory Services, LLC | 11,010 | $4.51M | 0.95% | +11,010 | New |
| HBK Sorce Advisory LLC | 11,011 | $4.51M | 0.20% | −17,601−61.5% | Reduced |
| Ausdal Financial Partners, Inc. | 11,039 | $4.52M | 0.62% | −7−0.1% | Reduced |
| Bragg Financial Advisors, Inc | 11,041 | $4.52M | 0.27% | −77−0.7% | Reduced |
| Sutton Wealth Advisors Inc. | 11,067 | $4.53M | 2.42% | −7,460−40.3% | Reduced |
| MinichMacGregor Wealth Management, LLC | 11,087 | $4.54M | 1.50% | −4,502−28.9% | Reduced |
| Financial Advisory Service, Inc. | 11,098 | $4.54M | 0.49% | −2,206−16.6% | Reduced |
| Lyell Wealth Management, LP | 11,150 | $4.56M | 0.64% | −986−8.1% | Reduced |
| Broderick Brian C | 11,162 | $4.57M | 1.28% | 00.0% | Unchanged |
| Weil Company, Inc. | 11,164 | $4.57M | 2.07% | −15,642−58.4% | Reduced |
| Sassicaia Capital Advisers LLC | 11,225 | $4.60M | 3.99% | −4,864−30.2% | Reduced |
| Sitrin Capital Management LLC | 11,233 | $4.60M | 2.79% | +230+2.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,238 | $4.60M | 0.01% | −381−3.3% | Reduced |
| Port Capital LLC | 11,300 | $4.63M | 0.30% | −317−2.7% | Reduced |
| Hoylecohen, LLC | 11,327 | $4.64M | 0.43% | −487−4.1% | Reduced |
| Krilogy Financial LLC | 11,338 | $4.64M | 0.39% | −1,455−11.4% | Reduced |
| Clare Market Investments LLC | 11,345 | $4.64M | 1.94% | +957+9.2% | Added |
| Seelaus Asset Management LLC | 11,224 | $4.65M | 3.51% | +111+1.0% | Added |
| Oder Investment Management, LLC | 11,370 | $4.65M | 5.45% | +87+0.8% | Added |
| Wedmont Private Capital | 11,401 | $4.67M | 0.62% | +437+4.0% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 11,466 | $4.69M | 0.09% | −108,716−90.5% | Reduced |
| Clear Street Markets LLC | 11,468 | $4.70M | 1.30% | +3,268+39.9% | Added |
| Rockingstone Advisors LLC | 11,474 | $4.70M | 2.86% | +175+1.5% | Added |
| Procyon Private Wealth Partners, LLC | 11,495 | $4.71M | 0.78% | −798−6.5% | Reduced |
| DRW Securities, LLC | 11,499 | $4.71M | 0.69% | −576,849−98.0% | Reduced |
| First Heartland Consultants, Inc. | 11,501 | $4.71M | 0.71% | +2,487+27.6% | Added |
| Mark Stevens | 11,503 | $4.71M | 0.60% | −88−0.8% | Reduced |
| Triad Financial Advisors, Inc. | 11,512 | $4.71M | 2.05% | −442−3.7% | Reduced |
| JDM Financial Group LLC | 11,514 | $4.71M | 4.34% | −92−0.8% | Reduced |
| Guardian Capital Advisors LP | 11,587 | $4.73M | 0.54% | +232+2.0% | Added |
| Acorn Financial Advisory Services Inc | 11,571 | $4.74M | 0.92% | +3,839+49.7% | Added |