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 |
|---|---|---|---|---|---|
| Gleason Group, Inc. | 364 | $149.1K | 0.04% | +1+0.3% | Added |
| Coston, McIsaac & Partners | 372 | $152.0K | 0.06% | +13+3.6% | Added |
| Lee Financial Co | 378 | $155.0K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 382 | $156.3K | 0.10% | +382 | New |
| Thomas J. Herzfeld Advisors, Inc. | 390 | $159.7K | 0.06% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 399 | $163.3K | 0.08% | +28+7.5% | Added |
| Cedar Mountain Advisors, LLC | 406 | $166.4K | 0.05% | +133+48.7% | Added |
| Alpha DNA Investment Management LLC | 419 | $171.5K | 0.09% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 432 | $176.9K | 0.27% | −5−1.1% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 467 | $191.3K | 0.15% | 00.0% | Unchanged |
| Blackhill Capital Inc | 478 | $195.7K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 1,285 | $198.0K | 0.04% | −6,617−83.7% | Reduced |
| Blume Capital Management, Inc. | 484 | $198.1K | 0.06% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 489 | $200.2K | 0.06% | 00.0% | Unchanged |
| Petix & Botte Co | 489 | $200.2K | 0.13% | +489 | New |
| Viawealth, LLC | 489 | $200.2K | 0.16% | +489 | New |
| Hall Private Wealth Advisors | 493 | $201.9K | 0.11% | +493 | New |
| Brio Consultants, LLC | 494 | $202.2K | 0.04% | −513−50.9% | Reduced |
| Veriti Management LLC | 495 | $202.5K | 0.02% | −590−54.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 493 | $202.6K | 0.02% | +493 | New |
| Brooklyn FI, LLC | 427 | $202.8K | 0.19% | +427 | New |
| Hurlow Wealth Management Group, Inc. | 496 | $203.1K | 0.09% | +496 | New |
| Oak Family Advisors, LLC | 497 | $203.6K | 0.10% | −33−6.2% | Reduced |
| Capital Management Corp | 500 | $204.7K | 0.05% | −500−50.0% | Reduced |
| Harfst & Associates, Inc. | 500 | $204.7K | 0.06% | +500 | New |
| Bard Financial Services, Inc. | 500 | $204.7K | 0.02% | +500 | New |
| Briggs Advisory Group, Inc. | 500 | $204.7K | 0.12% | +500 | New |
| Hill Investment Group Partners, LLC | 500 | $204.7K | 0.04% | +500 | New |
| Center For Asset Management LLC | 500 | $204.9K | 0.20% | +500 | New |
| Kellett Schaffner Wealth Advisors LLC | 504 | $206.5K | 0.20% | +504 | New |
| WealthCare Investment Partners, LLC | 506 | $207.0K | 0.13% | +506 | New |
| HF Advisory Group, LLC | 506 | $207.2K | 0.18% | −183−26.6% | Reduced |
| Ironwood Investment Management LLC | 507 | $207.6K | 0.13% | +507 | New |
| WP Advisors, LLC | 509 | $208.3K | 0.09% | +509 | New |
| Matisse Capital | 509 | $208.3K | 0.13% | +509 | New |
| Crumly & Associates Inc. | 510 | $208.8K | 0.09% | −177−25.8% | Reduced |
| Cabot Wealth Management Inc | 510 | $209.0K | 0.03% | +510 | New |
| Trust Co of Kansas | 510 | $209.0K | 0.13% | +510 | New |
| Davis-Rea Ltd. | 509 | $209.1K | 0.13% | +509 | New |
| Stewart & Patten Co LLC | 511 | $209.2K | 0.04% | +511 | New |
| Tran Capital Management, L.P. | 514 | $210.4K | 0.03% | −11,596−95.8% | Reduced |
| Ted Buchan & Co | 515 | $211.1K | 0.18% | +515 | New |
| Kingfisher Capital LLC | 517 | $211.7K | 0.06% | +517 | New |
| Kraematon Investment Advisors, Inc | 518 | $212.0K | 0.25% | +5+1.0% | Added |
| Bay Harbor Wealth Management, LLC | 519 | $212.3K | 0.09% | −73−12.3% | Reduced |
| Strong Tower Advisory Services | 519 | $212.5K | 0.11% | −6−1.1% | Reduced |
| Highlander Capital Management, LLC | 520 | $213.0K | 0.10% | 00.0% | Unchanged |
| Cardinal Capital Management | 520 | $213.7K | 0.04% | +520 | New |
| Level Financial Advisors, Inc. | 522 | $213.7K | 0.13% | 00.0% | Unchanged |
| Mma Asset Management LLC | 525 | $215.1K | 0.15% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 529 | $216.6K | 0.12% | +529 | New |
| NCM Capital Management, LLC | 529 | $217.0K | 0.16% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 531 | $217.4K | 0.01% | −7,780−93.6% | Reduced |
| Sonoma Private Wealth LLC | 531 | $217.4K | 0.43% | −173−24.6% | Reduced |
| CKW Financial Group | 532 | $218.0K | 0.04% | +3+0.6% | Added |
| Sargent Investment Group, LLC | 531 | $218.2K | 0.06% | +4+0.8% | Added |
| Capital Wealth Alliance, LLC | 534 | $218.4K | 0.18% | −857−61.6% | Reduced |
| 44 Wealth Management LLC | 534 | $218.6K | 0.07% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 535 | $218.9K | 0.22% | +2+0.4% | Added |
| Lumature Wealth Partners, LLC | 535 | $219.0K | 0.12% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 541 | $221.6K | 0.18% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 544 | $222.5K | 0.06% | −17−3.0% | Reduced |
| RVW Wealth, LLC | 544 | $222.7K | 0.03% | −598−52.4% | Reduced |
| Alpha Financial Advisors, LLC | 545 | $223.0K | 0.15% | +8+1.5% | Added |
| Disciplined Equity Management, Inc. | 546 | $223.5K | 0.19% | 00.0% | Unchanged |
| XTX Topco Ltd | 546 | $223.5K | 0.05% | +546 | New |
| Mirador Capital Partners LP | 547 | $223.9K | 0.05% | −4,880−89.9% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 547 | $223.9K | 0.13% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 548 | $224.3K | 0.13% | +1+0.2% | Added |
| Elevated Capital Advisors, LLC | 548 | $224.3K | 0.08% | −4−0.7% | Reduced |
| Davidson Trust Co | 549 | $224.8K | 0.17% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 549 | $225.0K | 0.21% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 555 | $227.1K | 0.08% | −331−37.4% | Reduced |
| BetterWealth, LLC | 556 | $227.6K | 0.09% | 00.0% | Unchanged |
| Presidio Capital Management, LLC | 556 | $227.8K | 0.20% | +18+3.3% | Added |
| Community Bank of Raymore | 558 | $228.4K | 0.09% | 00.0% | Unchanged |
| SPC Financial, Inc. | 559 | $228.8K | 0.03% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 559 | $229.0K | 0.04% | −921−62.2% | Reduced |
| Windsor Advisory Group, LLC | 559 | $229.0K | 0.55% | −300−34.9% | Reduced |
| Financial Alternatives, Inc | 560 | $229.1K | 0.22% | −115−17.0% | Reduced |
| Sweet Financial Partners, LLC | 561 | $229.7K | 0.06% | +561 | New |
| Quad-Cities Investment Group, LLC | 565 | $231.1K | 0.16% | +3+0.5% | Added |
| Baldrige Asset Management LLC | 569 | $233.0K | 0.10% | +4+0.7% | Added |
| Lynch & Associates | 570 | $233.4K | 0.06% | +20+3.6% | Added |
| KilterHowling LLC | 571 | $233.7K | 0.23% | −1−0.2% | Reduced |
| First Citizens Asset Management, Inc. | 572 | $234.2K | 0.10% | −2−0.3% | Reduced |
| Live Oak Investment Partners | – | $234.6K | 0.21% | – | – |
| Strategic Investment Solutions, Inc. | 574 | $235.1K | 0.05% | 00.0% | Unchanged |
| Astoria Strategic Wealth, Inc. | 575 | $235.4K | 0.09% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 575 | $235.4K | 0.19% | +575 | New |
| Baugh & Associates, LLC | 576 | $235.8K | 0.15% | −74−11.4% | Reduced |
| PCA Investment Advisory Services Inc. | 576 | $236.0K | 0.17% | +576 | New |
| Friedenthal Financial | 566 | $237.0K | 0.17% | +11+2.0% | Added |
| Acas, LLC | 579 | $237.1K | 0.34% | −65−10.1% | Reduced |
| Howard Capital Management Inc. | 580 | $237.4K | 0.04% | +580 | New |
| SJA Financial Advisory, LLC | 580 | $237.6K | 0.21% | +2+0.3% | Added |
| FinDec Wealth Services, Inc. | 581 | $237.9K | 0.18% | +581 | New |
| Lincoln Capital LLC | 585 | $239.6K | 0.07% | +1+0.2% | Added |
| Mechanics Financial Corp | 586 | $239.9K | 0.14% | −251−30.0% | Reduced |
| Fullen Financial Group | 578 | $240.2K | 0.13% | +3+0.5% | Added |