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 |
|---|---|---|---|---|---|
| Global Strategic Investment Solutions, LLC | 16,084 | $6.58M | 0.94% | +14+0.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 16,085 | $6.59M | 0.52% | −148−0.9% | Reduced |
| Apriem Advisors | 16,087 | $6.59M | 1.05% | +12,415+338.1% | Added |
| Baker Avenue Asset Management, LP | 16,163 | $6.62M | 0.36% | +1,224+8.2% | Added |
| Cypress Wealth Services, LLC | 16,181 | $6.62M | 1.94% | +775+5.0% | Added |
| Washington Trust Advisors, Inc. | 16,200 | $6.63M | 0.68% | −353−2.1% | Reduced |
| Avestar Capital, LLC | 16,202 | $6.63M | 1.34% | −711−4.2% | Reduced |
| One Capital Management, LLC | 16,218 | $6.64M | 0.33% | −19,441−54.5% | Reduced |
| Codex Capital, L.L.C. | 16,220 | $6.64M | 4.58% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 16,262 | $6.66M | 0.42% | −96−0.6% | Reduced |
| Annandale Capital, LLC | 16,288 | $6.67M | 2.11% | +11+0.1% | Added |
| Chatham Capital Group, Inc. | 16,403 | $6.72M | 1.50% | +15+0.1% | Added |
| Braun Stacey Associates Inc | 16,424 | $6.72M | 0.18% | +6,877+72.0% | Added |
| Ignite Planners, LLC | 16,421 | $6.73M | 2.76% | −445−2.6% | Reduced |
| Crestone Asset Management LLC | 16,440 | $6.73M | 1.43% | −2,238−12.0% | Reduced |
| WBH Advisory Inc | 16,459 | $6.74M | 0.84% | +16,459 | New |
| LMG Wealth Partners, LLC | 16,519 | $6.76M | 2.18% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 16,600 | $6.80M | 3.99% | −329−1.9% | Reduced |
| Sage Capital Advisors,llc | 16,658 | $6.82M | 2.60% | +2,391+16.8% | Added |
| EWG Elevate Inc. | 16,688 | $6.83M | 2.92% | +9,700+138.8% | Added |
| StoneX Group Inc. | 16,693 | $6.85M | 0.75% | +8,935+115.2% | Added |
| Financial Guidance Group, Inc. | 16,728 | $6.85M | 5.21% | +743+4.6% | Added |
| CWA Asset Management Group, LLC | 16,737 | $6.85M | 0.51% | +1,120+7.2% | Added |
| Kaizen Financial Strategies | 16,751 | $6.86M | 6.76% | +4,183+33.3% | Added |
| Gillespie Robinson & Grimm Inc | 16,769 | $6.87M | 0.67% | +987+6.3% | Added |
| KG&L Capital Management,LLC | 16,775 | $6.87M | 3.60% | +346+2.1% | Added |
| Domani Wealth, LLC | 16,809 | $6.88M | 1.60% | −170−1.0% | Reduced |
| REDW Wealth LLC | 16,815 | $6.88M | 2.19% | −22−0.1% | Reduced |
| Perfromance Wealth Partners, LLC | 16,834 | $6.89M | 0.35% | −58−0.3% | Reduced |
| Mather Group, LLC. | 16,888 | $6.91M | 0.12% | +1,457+9.4% | Added |
| Kesler, Norman & Wride, LLC | 16,905 | $6.92M | 1.74% | −3,778−18.3% | Reduced |
| Sigma Investment Counselors Inc | 16,920 | $6.93M | 0.54% | −1,441−7.8% | Reduced |
| Avidian Wealth Solutions, LLC | 16,947 | $6.94M | 0.38% | +3,512+26.1% | Added |
| Balboa Wealth Partners | 17,042 | $6.98M | 2.64% | +648+4.0% | Added |
| Market Street Wealth Management Advisors LLC | 17,042 | $6.98M | 1.83% | −153−0.9% | Reduced |
| Lansing Street Advisors | 17,130 | $7.01M | 4.39% | +689+4.2% | Added |
| Ellenbecker Investment Group | 17,227 | $7.05M | 1.92% | −465−2.6% | Reduced |
| ICA Group Wealth Management, LLC | 17,254 | $7.06M | 1.68% | +2,279+15.2% | Added |
| Pittenger & Anderson Inc | 17,286 | $7.08M | 0.37% | −660−3.7% | Reduced |
| Paulson Wealth Management Inc. | 17,340 | $7.10M | 3.16% | +459+2.7% | Added |
| Principle Wealth Partners LLC | 17,392 | $7.12M | 0.76% | −557−3.1% | Reduced |
| Hoese & Co LLP | 18,008 | $7.14M | 8.09% | −985−5.2% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 17,458 | $7.15M | 3.49% | +179+1.0% | Added |
| Avantax Planning Partners, Inc. | 17,467 | $7.15M | 0.29% | −895−4.9% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 17,470 | $7.15M | 0.21% | +1,029+6.3% | Added |
| Paragon Capital Management Ltd | 17,486 | $7.16M | 1.64% | −187−1.1% | Reduced |
| Montecito Bank & Trust | 17,514 | $7.17M | 1.71% | −742−4.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 17,563 | $7.19M | 1.11% | +15,900+956.1% | Added |
| RMR Wealth Builders | 17,727 | $7.26M | 1.38% | +1,452+8.9% | Added |
| Pinnacle Financial Group, LLC | 17,730 | $7.26M | 4.33% | −751−4.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 17,752 | $7.27M | 5.34% | +35+0.2% | Added |
| Columbia Asset Management | 17,880 | $7.32M | 1.67% | +1,083+6.4% | Added |
| Vivaldi Capital Management, LLC | 17,918 | $7.34M | 2.22% | −23,998−57.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 17,943 | $7.35M | 0.09% | +10,580+143.7% | Added |
| Eagle Strategies LLC | 17,971 | $7.36M | 1.84% | +938+5.5% | Added |
| Tfo-TDC, LLC | 17,979 | $7.36M | 1.61% | +17,844+13,217.8% | Added |
| Dakota Wealth Management | 18,078 | $7.40M | 0.49% | +1,119+6.6% | Added |
| Destination Wealth Management | 18,080 | $7.40M | 0.28% | −3,617−16.7% | Reduced |
| Institute for Wealth Management, LLC. | 18,093 | $7.41M | 1.44% | −1,159−6.0% | Reduced |
| Investment Management of Virginia LLC | 18,094 | $7.41M | 1.41% | +3,096+20.6% | Added |
| Grove Bank & Trust | 18,127 | $7.42M | 1.57% | −1,459−7.4% | Reduced |
| SageView Advisory Group, LLC | 18,133 | $7.42M | 0.47% | −3,600−16.6% | Reduced |
| Fiducient Advisors LLC | 18,136 | $7.42M | 2.41% | −1,625−8.2% | Reduced |
| Trust Co of Vermont | 18,168 | $7.44M | 0.52% | −226−1.2% | Reduced |
| Parsec Financial Management, Inc. | 18,181 | $7.44M | 0.31% | −353−1.9% | Reduced |
| Capital Investment Advisors, LLC | 18,237 | $7.47M | 0.22% | 00.0% | Unchanged |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 18,559 | $7.51M | 7.39% | 00.0% | Unchanged |
| New Legacy Group, LLC | 18,387 | $7.53M | 21.41% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 18,410 | $7.54M | 0.08% | 00.0% | Unchanged |
| Community Bank, N.A. | 18,535 | $7.59M | 1.03% | +156+0.8% | Added |
| Perritt Capital Management Inc | 18,555 | $7.60M | 4.23% | −10.0% | Reduced |
| E&G Advisors, LP | 18,575 | $7.60M | 2.82% | −783−4.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 18,618 | $7.62M | 2.59% | −210−1.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 18,739 | $7.67M | 0.81% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 18,770 | $7.68M | 2.26% | −1,625−8.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 18,804 | $7.70M | 0.80% | +149+0.8% | Added |
| Mainsail Financial Group, LLC | 18,715 | $7.70M | 7.48% | −561−2.9% | Reduced |
| Epic Trust Investment Advisors, LLC | 18,845 | $7.72M | 9.68% | +1,787+10.5% | Added |
| Oxler Private Wealth LLC | 18,856 | $7.72M | 3.81% | +50+0.3% | Added |
| Compagnie Lombard Odier SCmA | 18,871 | $7.73M | 0.19% | +61+0.3% | Added |
| Regent Peak Wealth Advisors LLC | 18,938 | $7.75M | 2.40% | +1,832+10.7% | Added |
| St. Johns Investment Management Company, LLC | 18,969 | $7.77M | 4.51% | −635−3.2% | Reduced |
| Terry L. Blaker | 18,980 | $7.77M | 0.69% | +78+0.4% | Added |
| GW&K Investment Management, LLC | 19,053 | $7.80M | 0.08% | −2,096−9.9% | Reduced |
| Sax Wealth Advisors, LLC | 19,095 | $7.82M | 1.70% | +1,024+5.7% | Added |
| Tilson Financial Group, Inc. | 19,152 | $7.84M | 6.40% | −235−1.2% | Reduced |
| GenWealth Group, Inc. | 19,184 | $7.85M | 2.41% | −755−3.8% | Reduced |
| Ellis Investment Partners, LLC | 19,257 | $7.88M | 2.03% | −240−1.2% | Reduced |
| 1607 Capital Partners, LLC | 19,295 | $7.90M | 0.56% | −22,400−53.7% | Reduced |
| Deltec Asset Management LLC | 19,327 | $7.91M | 1.95% | +18,001+1,357.5% | Added |
| TSFG, LLC | 19,353 | $7.92M | 2.94% | +307+1.6% | Added |
| Okabena Investment Services Inc | 19,367 | $7.93M | 5.66% | +18,717+2,879.5% | Added |
| CPR Investments Inc. | 19,394 | $7.94M | 7.64% | +19,394 | New |
| Schrum Private Wealth Management LLC | 19,407 | $7.94M | 9.17% | −2,861−12.8% | Reduced |
| DFPG Investments, LLC | 19,416 | $7.95M | 0.85% | +12,428+177.8% | Added |
| Massmutual Trust Co FSB | 19,428 | $7.95M | 0.30% | −19,430−50.0% | Reduced |
| Childress Capital Advisors, LLC | 19,437 | $7.96M | 3.50% | −1,286−6.2% | Reduced |
| MGO Private Wealth, LLC | 19,467 | $7.97M | 6.25% | −30,260−60.9% | Reduced |
| Gunma Bank,Ltd. | 19,500 | $7.98M | 3.51% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 19,512 | $7.99M | 0.49% | −5,921−23.3% | Reduced |