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 |
|---|---|---|---|---|---|
| Financial Advisors, LLC | 590 | $241.5K | 0.06% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 593 | $243.0K | 0.09% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 597 | $244.4K | 0.03% | 00.0% | Unchanged |
| Stone Asset Management Inc. | 598 | $245.0K | 0.39% | −389−39.4% | Reduced |
| Hanlon Investment Management, Inc. | 600 | $245.6K | 0.07% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 596 | $247.6K | 0.33% | −103−14.7% | Reduced |
| Advisors Management Group Inc | 606 | $248.0K | 0.08% | +54+9.8% | Added |
| Harbour Investment Management LLC | 606 | $248.9K | 0.14% | −50−7.6% | Reduced |
| RDA Financial Network | 610 | $249.7K | 0.11% | −46−7.0% | Reduced |
| Peloton Wealth Strategists | 610 | $250.0K | 0.11% | −22−3.5% | Reduced |
| Partners in Financial Planning | 611 | $250.3K | 0.07% | −141−18.8% | Reduced |
| Provident Wealth Management, LLC | 612 | $250.5K | 0.13% | −19−3.0% | Reduced |
| Anchor Capital Advisors LLC | 613 | $251.0K | 0.01% | +613 | New |
| STRS Ohio | 615 | $251.0K | 0.00% | +485+373.1% | Added |
| Nichols & Pratt Advisers LLP | 615 | $251.8K | 0.02% | +615 | New |
| Martin Capital Partners, LLC | 615 | $252.0K | 0.10% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 619 | $253.5K | 0.08% | −48−7.2% | Reduced |
| Cornerstone National Bank & Trust Co | 621 | $254.2K | 0.14% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 624 | $255.0K | 0.00% | +624 | New |
| Wellington Shields & Co., LLC | 623 | $255.1K | 0.06% | −26−4.0% | Reduced |
| Maltin Wealth Management, Inc. | 624 | $255.5K | 0.18% | +2+0.3% | Added |
| Stewardship Advisors, LLC | 625 | $255.9K | 0.10% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 626 | $256.3K | 0.06% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 633 | $259.1K | 0.25% | 00.0% | Unchanged |
| 3D/L Capital Management, LLC | 633 | $259.1K | 0.07% | +33+5.5% | Added |
| J2 Capital Management Inc | 634 | $259.6K | 0.40% | +62+10.8% | Added |
| First Financial Corp | 635 | $260.0K | 0.16% | −50−7.3% | Reduced |
| New Capital Management LP | 641 | $262.4K | 0.10% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 641 | $262.5K | 0.15% | +95+17.4% | Added |
| Peninsula Wealth, LLC | 642 | $262.8K | 0.08% | +19+3.0% | Added |
| Legacy Bridge, LLC | 647 | $264.9K | 0.18% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 647 | $265.0K | 0.03% | −4,160−86.5% | Reduced |
| Bridgecreek Investment Management, LLC | 650 | $266.1K | 0.05% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 651 | $266.5K | 0.63% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 653 | $267.3K | 0.03% | +67+11.4% | Added |
| Hill Island Financial LLC | 651 | $267.5K | 0.11% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 656 | $268.6K | 0.15% | −2−0.3% | Reduced |
| 180 Wealth Advisors, LLC | 658 | $269.3K | 0.06% | −8−1.2% | Reduced |
| Bath Savings Trust Co | 659 | $269.8K | 0.03% | −142−17.7% | Reduced |
| Brown Financial Advisory | 660 | $270.2K | 0.26% | +84+14.6% | Added |
| Pacific Sage Partners, LLC | 662 | $271.0K | 0.09% | 00.0% | Unchanged |
| Caxton Associates LP | 664 | $271.8K | 0.04% | −1,355,728−100.0% | Reduced |
| Iams Wealth Management, LLC | 673 | $272.1K | 0.23% | +65+10.7% | Added |
| Oak Asset Management, LLC | 665 | $272.2K | 0.12% | −150−18.4% | Reduced |
| Quest Investment Management LLC | 666 | $272.7K | 0.04% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 667 | $273.1K | 0.17% | 00.0% | Unchanged |
| Two Point Capital Management, Inc. | 668 | $273.5K | 0.16% | 00.0% | Unchanged |
| Channel Wealth LLC | 668 | $273.5K | 0.18% | +668 | New |
| Vision Capital Management, Inc. | 670 | $274.3K | 0.05% | −23−3.3% | Reduced |
| Adell Harriman & Carpenter Inc | 671 | $274.7K | 0.03% | −222−24.9% | Reduced |
| Bowman & Co S.C. | 673 | $275.4K | 0.20% | +42+6.7% | Added |
| Pacific Global Investment Management CO | 675 | $276.3K | 0.06% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 678 | $277.6K | 0.09% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 680 | $278.4K | 0.20% | −23−3.3% | Reduced |
| swisspartners Advisors Ltd | 680 | $278.5K | 0.23% | +15+2.3% | Added |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 682 | $279.0K | 0.13% | −214−23.9% | Reduced |
| Zullo Investment Group, Inc. | 682 | $279.2K | 0.17% | −24−3.4% | Reduced |
| Financial Enhancement Group LLC | 681 | $279.4K | 0.05% | +40+6.2% | Added |
| Planning Directions Inc | 684 | $280.0K | 0.21% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 684 | $280.1K | 11.87% | −3,418−83.3% | Reduced |
| Northeast Financial Group, Inc. | 689 | $280.1K | 0.20% | +49+7.7% | Added |
| Canton Hathaway, LLC | 690 | $282.0K | 0.10% | −20−2.8% | Reduced |
| FLC Capital Advisors | 693 | $283.7K | 0.09% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 693 | $283.8K | 0.23% | +24+3.6% | Added |
| Gill Capital Partners, LLC | 694 | $284.2K | 0.13% | −9−1.3% | Reduced |
| Goldstein Advisors, LLC | 694 | $284.2K | 0.06% | −15−2.1% | Reduced |
| Cutler Capital Management, LLC | 695 | $284.7K | 0.13% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 697 | $285.3K | 0.28% | 00.0% | Unchanged |
| Hudock, Inc. | 698 | $285.8K | 0.07% | +2+0.3% | Added |
| Walker Asset Management, LLC | 699 | $286.2K | 0.25% | +61+9.6% | Added |
| AF Advisors, Inc. | 700 | $286.6K | 0.11% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 702 | $287.4K | 0.22% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 703 | $287.8K | 0.21% | +209+42.3% | Added |
| Absolute Capital Management, LLC | 701 | $287.9K | 0.25% | +701 | New |
| Rise Advisors, LLC | 707 | $289.2K | 0.22% | +70+11.0% | Added |
| Sanders Morris Harris LLC | 707 | $289.4K | 0.10% | +707 | New |
| Morling Financial Advisors, LLC | 709 | $290.3K | 0.31% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 710 | $290.7K | 0.12% | −120−14.5% | Reduced |
| SMH Capital Advisors Inc | 701 | $291.0K | 1.73% | +701 | New |
| RPG Investment Advisory, LLC | 711 | $291.1K | 0.05% | +101+16.6% | Added |
| Avaii Wealth Management, LLC | 716 | $293.1K | 0.26% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 717 | $293.5K | 0.13% | +1+0.1% | Added |
| Ten Capital Wealth Advisors, LLC | 717 | $293.5K | 0.10% | +321+81.1% | Added |
| Planning Center, Inc. | 716 | $296.0K | 0.08% | −95−11.7% | Reduced |
| Pflug Koory, LLC | 728 | $298.0K | 0.16% | 00.0% | Unchanged |
| Rezny Wealth Management, Inc. | 729 | $298.4K | 0.11% | −132−15.3% | Reduced |
| Penn Davis McFarland Inc | 730 | $298.7K | 0.05% | +10+1.4% | Added |
| Stokes Family Office, LLC | 731 | $299.3K | 0.04% | −27−3.6% | Reduced |
| Garrison Asset Management, LLC | 731 | $299.3K | 0.19% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 7,337 | $300.0K | 0.22% | +6,591+883.5% | Added |
| Costello Asset Management, INC | 734 | $300.5K | 0.31% | +93+14.5% | Added |
| Mendel Capital Management LLC | 736 | $301.4K | 0.27% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 737 | $301.7K | 0.21% | −18−2.4% | Reduced |
| Catalyst Wealth Management, LLC | 738 | $302.1K | 0.28% | −1,074−59.3% | Reduced |
| Mayfair Advisory Group, LLC | 733 | $302.2K | 0.33% | −71−8.8% | Reduced |
| Arcadia Investment Management Corp | 742 | $303.8K | 0.07% | +16+2.2% | Added |
| Sawgrass Asset Management LLC | 744 | $304.6K | 0.04% | −64−7.9% | Reduced |
| Maryland Capital Advisors Inc. | 750 | $307.0K | 0.27% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 748 | $307.3K | 0.17% | +2+0.3% | Added |
| Planned Solutions, Inc. | 751 | $307.5K | 0.19% | 00.0% | Unchanged |