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 |
|---|---|---|---|---|---|
| Peterson Wealth Management | 19,537 | $8.00M | 7.66% | −644−3.2% | Reduced |
| Stratos Wealth Advisors, LLC | 19,575 | $8.01M | 0.62% | −1,123−5.4% | Reduced |
| Nicolet Bankshares Inc | 19,668 | $8.05M | 2.61% | −849−4.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 19,680 | $8.06M | 3.12% | +1,311+7.1% | Added |
| Forefront Analytics, LLC | 19,688 | $8.06M | 4.16% | +88+0.4% | Added |
| Lake Street Financial LLC | 19,730 | $8.08M | 1.51% | −346−1.7% | Reduced |
| Summit Financial Group Inc | 19,762 | $8.09M | 3.20% | −373−1.9% | Reduced |
| FIL Ltd | 19,783 | $8.10M | 0.01% | +1,894+10.6% | Added |
| Capital Group Private Client Services, Inc. | 19,822 | $8.12M | 0.10% | −55,158−73.6% | Reduced |
| Truadvice, LLC | 19,563 | $8.14M | 3.22% | +13,946+248.3% | Added |
| Marco Investment Management LLC | 19,886 | $8.14M | 0.92% | +146+0.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 19,886 | $8.14M | 3.49% | −153−0.8% | Reduced |
| Alight Capital Management LP | 20,000 | $8.19M | 5.03% | −20,000−50.0% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 20,003 | $8.19M | 9.31% | +20,003 | New |
| Godsey & Gibb Associates | 20,102 | $8.23M | 0.96% | +20,102 | New |
| Benjamin F. Edwards & Company, Inc. | 20,193 | $8.27M | 0.35% | −2,956−12.8% | Reduced |
| Point72 Asset Management, L.P. | 20,201 | $8.27M | 0.03% | −23,799−54.1% | Reduced |
| McLean Asset Management Corp | 20,203 | $8.27M | 3.40% | −3,696−15.5% | Reduced |
| Level Four Advisory Services, LLC | 20,229 | $8.28M | 0.54% | +794+4.1% | Added |
| Quintet Private Bank (Europe) S.A. | 20,635 | $8.33M | 0.50% | +20,635 | New |
| J. W. Coons Advisors, LLC | 20,433 | $8.37M | 2.40% | −53−0.3% | Reduced |
| Clarus Wealth Advisors | 20,545 | $8.41M | 5.29% | +2,189+11.9% | Added |
| Ancora Advisors, LLC | 20,564 | $8.42M | 0.24% | −162−0.8% | Reduced |
| Mount Capital Ltd | 20,600 | $8.43M | 3.33% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 20,783 | $8.51M | 1.23% | −5,400−20.6% | Reduced |
| Citizens Business Bank | 20,889 | $8.55M | 1.97% | +146+0.7% | Added |
| Quent Capital, LLC | 20,903 | $8.56M | 1.46% | −166−0.8% | Reduced |
| Privium Fund Management B.V. | 20,940 | $8.57M | 2.88% | +5,668+37.1% | Added |
| US Financial Advisors, LLC | 21,033 | $8.61M | 3.84% | +612+3.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 21,219 | $8.69M | 0.44% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 21,275 | $8.71M | 1.76% | +8,987+73.1% | Added |
| Cypress Capital Group | 21,279 | $8.71M | 1.34% | +11,621+120.3% | Added |
| Optimum Investment Advisors | 21,311 | $8.72M | 4.57% | +181+0.9% | Added |
| West Branch Capital LLC | 21,315 | $8.73M | 4.87% | −240−1.1% | Reduced |
| Roman Butler Fullerton & Co | 21,540 | $8.75M | 4.35% | +6,869+46.8% | Added |
| Great Lakes Advisors, LLC | 21,370 | $8.75M | 0.08% | −3,267−13.3% | Reduced |
| Moors & Cabot, Inc. | 21,440 | $8.78M | 0.60% | −1,121−5.0% | Reduced |
| Lionsbridge Wealth Management LLC | 21,471 | $8.79M | 8.11% | +15,467+257.6% | Added |
| Coastline Trust Co | 21,519 | $8.81M | 1.30% | −5,089−19.1% | Reduced |
| SimpliFi, Inc. | 21,524 | $8.81M | 4.33% | −19,884−48.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 21,538 | $8.82M | 2.15% | −25−0.1% | Reduced |
| Money Concepts Capital Corp | 405,586 | $8.82M | 0.49% | +377,192+1,328.4% | Added |
| Mycio Wealth Partners, LLC | 21,553 | $8.82M | 3.10% | −336−1.5% | Reduced |
| Atlas Capital Advisors LLC | 21,591 | $8.84M | 1.39% | −235−1.1% | Reduced |
| Alpha Cubed Investments, LLC | 21,606 | $8.85M | 0.64% | −4,363−16.8% | Reduced |
| Kowal Investment Group, LLC | 21,619 | $8.85M | 2.51% | +3,213+17.5% | Added |
| Guardian Wealth Advisors, LLC | 21,704 | $8.92M | 1.57% | −676−3.0% | Reduced |
| Main Street Financial Solutions, LLC | 21,798 | $8.92M | 1.31% | −1,116−4.9% | Reduced |
| Umb Bank N A | 21,861 | $8.95M | 0.14% | −911−4.0% | Reduced |
| Tandem Wealth Advisors LLC | 21,869 | $8.95M | 5.57% | +707+3.3% | Added |
| Todd Asset Management LLC | 21,890 | $8.96M | 0.22% | −910−4.0% | Reduced |
| Boxwood Ventures, Inc. | 21,838 | $8.97M | 18.51% | 00.0% | Unchanged |
| Cordant, Inc. | 21,942 | $8.98M | 5.83% | −303−1.4% | Reduced |
| Howe & Rusling Inc | 22,002 | $9.01M | 1.07% | −4,977−18.4% | Reduced |
| Modera Wealth Management, LLC | 22,009 | $9.01M | 0.35% | +3,122+16.5% | Added |
| West Paces Advisors Inc. | 22,052 | $9.03M | 2.80% | +2,518+12.9% | Added |
| Goodwin Daniel L | 22,087 | $9.04M | 4.57% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 22,095 | $9.05M | 0.37% | −267−1.2% | Reduced |
| Bell Bank | 22,128 | $9.06M | 0.96% | −58,594−72.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 22,211 | $9.09M | 0.82% | −55−0.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 22,153 | $9.10M | 0.74% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 22,195 | $9.12M | 2.40% | −6,090−21.5% | Reduced |
| Prism Advisors, Inc. | 22,290 | $9.13M | 3.17% | −779−3.4% | Reduced |
| Kula Investments, LLC | 22,368 | $9.16M | 2.26% | +15,010+204.0% | Added |
| Silvercrest Asset Management Group LLC | 22,370 | $9.16M | 0.07% | −889−3.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 22,500 | $9.21M | 0.06% | +22,500 | New |
| Gratus Capital LLC | 22,525 | $9.22M | 0.71% | +912+4.2% | Added |
| Northwest & Ethical Investments L.P. | 22,600 | $9.25M | 0.31% | +22,600 | New |
| Keeley-Teton Advisors, LLC | 22,613 | $9.26M | 1.14% | +1,225+5.7% | Added |
| Linscomb & Williams, Inc. | 22,658 | $9.28M | 0.49% | +138+0.6% | Added |
| Courier Capital LLC | 22,677 | $9.28M | 1.03% | +984+4.5% | Added |
| GeoWealth Management, LLC | 22,707 | $9.30M | 1.09% | +5,892+35.0% | Added |
| O'Shaughnessy Asset Management, LLC | 22,737 | $9.31M | 0.15% | +344+1.5% | Added |
| Custos Family Office, LLC | 22,832 | $9.35M | 6.58% | +1,220+5.6% | Added |
| Rain Capital Management, LLC | 22,872 | $9.36M | 6.44% | +21,581+1,671.6% | Added |
| Surience Private Wealth LLC | 22,911 | $9.38M | 14.34% | −8,824−27.8% | Reduced |
| Heritage Trust Co | 22,952 | $9.40M | 1.48% | +191+0.8% | Added |
| Aspen Investment Management Inc | 22,966 | $9.40M | 6.01% | +441+2.0% | Added |
| CAPROCK Group, Inc. | 22,969 | $9.44M | 0.73% | −13,645−37.3% | Reduced |
| Iron Horse Wealth Management, LLC | 23,070 | $9.44M | 4.72% | +1,543+7.2% | Added |
| Planning Alternatives Ltd | 23,073 | $9.45M | 1.84% | −12−0.1% | Reduced |
| Nations Financial Group Inc, | 23,081 | $9.45M | 0.99% | −807−3.4% | Reduced |
| Basso Capital Management, L.P. | 23,103 | $9.46M | 9.14% | −40,147−63.5% | Reduced |
| LVM Capital Management Ltd | 23,133 | $9.47M | 1.31% | +254+1.1% | Added |
| Legacy Advisors, LLC | 23,133 | $9.47M | 1.75% | −2,166−8.6% | Reduced |
| Arkadios Wealth Advisors | 23,346 | $9.56M | 1.14% | −481−2.0% | Reduced |
| Bienville Capital Management, LLC | 23,329 | $9.59M | 3.77% | +70.0% | Added |
| Copperwynd Financial, LLC | 23,507 | $9.62M | 4.92% | +13,955+146.1% | Added |
| Accredited Investors Inc. | 23,547 | $9.64M | 0.73% | +1,157+5.2% | Added |
| MONECO Advisors, LLC | 23,600 | $9.66M | 2.84% | −45−0.2% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 23,607 | $9.66M | 6.37% | −2,029−7.9% | Reduced |
| Blue Investment Partners LLC | 23,678 | $9.69M | 9.78% | +13,518+133.1% | Added |
| Gries Financial LLC | 23,739 | $9.72M | 2.87% | +1,582+7.1% | Added |
| Cambridge Trust Co | 23,769 | $9.73M | 0.46% | −2,574−9.8% | Reduced |
| Mayflower Financial Advisors, LLC | 23,876 | $9.77M | 1.28% | +40.0% | Added |
| Provence Wealth Management Group | 23,898 | $9.78M | 6.51% | +13,512+130.1% | Added |
| Patriot Investment Management Inc. | 23,904 | $9.79M | 0.86% | −49−0.2% | Reduced |
| Laurel Wealth Advisors LLC | 23,958 | $9.81M | 2.09% | +763+3.3% | Added |
| Transcend Wealth Collective, LLC | 24,002 | $9.83M | 1.03% | −2,581−9.7% | Reduced |
| Morton Brown Family Wealth, LLC | 24,094 | $9.86M | 5.88% | −155−0.6% | Reduced |