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 |
|---|---|---|---|---|---|
| Morris Retirement Advisors, LLC | 752 | $307.9K | 0.22% | −368−32.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 752 | $308.0K | 0.10% | 00.0% | Unchanged |
| Archer Investment Corp | 754 | $308.7K | 0.11% | −6−0.8% | Reduced |
| Capstone Triton Financial Group, LLC | 758 | $310.3K | 0.23% | −75−9.0% | Reduced |
| Carson Advisory Inc. | 759 | $310.5K | 0.28% | +759 | New |
| Telos Capital Management, Inc. | 761 | $311.5K | 0.04% | −997−56.7% | Reduced |
| Lauer Wealth, LLC | 757 | $312.0K | 0.39% | +757 | New |
| United Bank | 763 | $312.4K | 0.18% | −7−0.9% | Reduced |
| Beacon Investment Advisors LLC | 764 | $312.6K | 0.23% | +4+0.5% | Added |
| Roanoke Asset Management Corp | 765 | $313.0K | 0.13% | −5−0.6% | Reduced |
| ICONIQ Capital, LLC | 766 | $313.6K | 0.00% | +3+0.4% | Added |
| Blackston Financial Advisory Group, LLC | 768 | $314.0K | 0.23% | −1,766−69.7% | Reduced |
| Southland Equity Partners LLC | 768 | $314.4K | 0.12% | +67+9.6% | Added |
| R. W. Roge & Company, Inc. | 771 | $315.0K | 0.20% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 770 | $315.2K | 0.50% | −177−18.7% | Reduced |
| Eagle Harbor Asset Management Inc | 773 | $316.5K | 0.43% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 774 | $317.1K | 0.18% | −499−39.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 776 | $317.7K | 0.01% | −5,870−88.3% | Reduced |
| 5th Street Advisors, LLC | 777 | $318.1K | 0.25% | +777 | New |
| Watchman Group, Inc. | 780 | $319.3K | 0.17% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 782 | $320.2K | 0.09% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 783 | $320.6K | 0.07% | 00.0% | Unchanged |
| Rainsberger Wealth Advisors, Inc. | 784 | $321.0K | 0.19% | +3+0.4% | Added |
| Norwood Financial Corp | 787 | $322.2K | 0.51% | −162−17.1% | Reduced |
| AIMZ Investment Advisors, LLC | 789 | $322.9K | 0.14% | +1+0.1% | Added |
| Tanager Wealth Management LLP | 787 | $323.4K | 0.08% | +58+8.0% | Added |
| Robbins Farley LLC | 790 | $323.4K | 0.24% | +90+12.9% | Added |
| Cheviot Value Management, LLC | 790 | $323.5K | 0.08% | −30−3.7% | Reduced |
| Warren Street Wealth Advisors, LLC | 795 | $325.5K | 0.23% | −48−5.7% | Reduced |
| Colonial River Wealth Management, LLC | 797 | $326.3K | 0.19% | +93+13.2% | Added |
| Grant Street Asset Management, Inc. | 798 | $326.7K | 0.13% | 00.0% | Unchanged |
| Private Management Group Inc | 800 | $327.5K | 0.01% | −100−11.1% | Reduced |
| Corrigan Financial, Inc. | 800 | $327.6K | 0.11% | +1+0.1% | Added |
| Clark Financial Services Group Inc | 802 | $328.0K | 0.48% | −49,225−98.4% | Reduced |
| Bollard Group LLC | 800 | $328.0K | 0.01% | 00.0% | Unchanged |
| Seascape Capital Management | 803 | $329.0K | 0.17% | +803 | New |
| SevenBridge Financial Group, LLC | 804 | $329.1K | 0.09% | −25−3.0% | Reduced |
| Carr Financial Group Corp | 807 | $330.3K | 0.15% | +42+5.5% | Added |
| Gray Wealth Management Inc. | 807 | $330.6K | 0.18% | 00.0% | Unchanged |
| RS Crum Inc. | 808 | $330.9K | 0.13% | +2+0.2% | Added |
| Triune Financial Partners, LLC | 809 | $331.4K | 0.15% | +3+0.4% | Added |
| Colton Groome Financial Advisors, LLC | 815 | $333.7K | 0.16% | −178−17.9% | Reduced |
| Mendel Money Management | 769 | $333.8K | 0.18% | −130−14.5% | Reduced |
| Check Capital Management Inc | 816 | $334.1K | 0.03% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 817 | $334.5K | 0.20% | +167+25.7% | Added |
| Beta Wealth Group, Inc. | 819 | $335.4K | 0.19% | +3+0.4% | Added |
| Marble Harbor Investment Counsel, LLC | 821 | $335.9K | 0.04% | 00.0% | Unchanged |
| Regimen Wealth, LLC | 887 | $336.3K | 0.15% | +41+4.8% | Added |
| AMJ Financial Wealth Management | 823 | $336.9K | 0.22% | +823 | New |
| Gibraltar Capital Management, Inc. | 827 | $338.4K | 0.16% | +827 | New |
| Dividend Assets Capital, LLC | 889 | $340.0K | 0.07% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 834 | $341.0K | 0.01% | +834 | New |
| Jag Capital Management, LLC | 835 | $341.8K | 0.04% | −21−2.5% | Reduced |
| DGS Capital Management, LLC | 838 | $343.2K | 0.19% | −10−1.2% | Reduced |
| Clearbridge Investments, LLC | 840 | $343.9K | 0.00% | −106,217−99.2% | Reduced |
| RF&L Wealth Management, LLC | 842 | $344.7K | 0.33% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 842 | $344.8K | 0.30% | −501−37.3% | Reduced |
| McNaughton Wealth Management, LLC | 846 | $346.3K | 0.23% | +18+2.2% | Added |
| HHM Wealth Advisors, LLC | 847 | $346.8K | 0.07% | −103−10.8% | Reduced |
| Legacy Financial Group, Inc. | 849 | $347.6K | 0.19% | −12−1.4% | Reduced |
| Piscataqua Savings Bank | 850 | $348.0K | 0.30% | 00.0% | Unchanged |
| LPWM LLC | 852 | $348.8K | 0.17% | 00.0% | Unchanged |
| Apeiron RIA LLC | 854 | $349.6K | 0.12% | −47−5.2% | Reduced |
| Fishman Jay A Ltd | 855 | $350.0K | 0.04% | 00.0% | Unchanged |
| PSI Advisors, LLC | 858 | $351.2K | 0.17% | +159+22.7% | Added |
| Core Wealth Partners LLC | 859 | $351.7K | 0.35% | −406−32.1% | Reduced |
| Kathmere Capital Management, LLC | 860 | $352.2K | 0.06% | −117−12.0% | Reduced |
| Capital Research Global Investors | 873 | $352.4K | 0.00% | −3,914−81.8% | Reduced |
| Vance Wealth, Inc. | 860 | $352.7K | 0.19% | −48−5.3% | Reduced |
| Silverlake Wealth Management LLC | 862 | $352.8K | 0.21% | −147−14.6% | Reduced |
| Stone Point Wealth LLC | 862 | $352.9K | 0.16% | −8−0.9% | Reduced |
| M. Kulyk & Associates, LLC | 863 | $353.3K | 0.11% | +117+15.7% | Added |
| Princeton Global Asset Management LLC | 864 | $353.6K | 0.10% | −3,345−79.5% | Reduced |
| Dopkins Wealth Management, LLC | 864 | $353.7K | 0.33% | −1,926−69.0% | Reduced |
| Thomas Story & Son LLC | 864 | $354.0K | 0.17% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 865 | $354.1K | 0.14% | +39+4.7% | Added |
| FSA Wealth Management LLC | 866 | $354.3K | 0.21% | −425−32.9% | Reduced |
| Crew Capital Management, Ltd. | 867 | $354.9K | 0.51% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 869 | $355.6K | 0.05% | −1,098−55.8% | Reduced |
| Financial Management Professionals, Inc. | 870 | $356.0K | 0.07% | −1,104−55.9% | Reduced |
| Meridian Wealth Partners, LLC | 871 | $356.7K | 0.08% | −76−8.0% | Reduced |
| Blue Zone Wealth Advisors, LLC | 873 | $357.5K | 0.19% | −5−0.6% | Reduced |
| Essex Private Wealth Management, LLC | 876 | $358.5K | 1.30% | +1+0.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 871 | $358.5K | 0.02% | +296+51.5% | Added |
| DeDora Capital, Inc. | 876 | $358.6K | 0.15% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 877 | $359.0K | 0.22% | 00.0% | Unchanged |
| Whitaker-Myers Wealth Managers, LTD. | 878 | $359.6K | 0.28% | −13−1.5% | Reduced |
| Advocate Group LLC | 879 | $359.8K | 0.08% | −23−2.5% | Reduced |
| Petra Financial Advisors Inc | 891 | $364.8K | 0.36% | +39+4.6% | Added |
| Vise Technologies, Inc. | 894 | $365.9K | 0.10% | +894 | New |
| Rowland & Co Investment Counsel | 896 | $366.8K | 0.09% | +21+2.4% | Added |
| Advisory Research Inc | 897 | $367.2K | 0.06% | −638−41.6% | Reduced |
| Advus Financial Partners, LLC | 898 | $367.6K | 0.15% | −131−12.7% | Reduced |
| Ade, LLC | 898 | $367.6K | 0.26% | 00.0% | Unchanged |
| Mason & Associates Inc | 903 | $369.7K | 0.11% | +903 | New |
| Stonehearth Capital Management, LLC | 905 | $370.5K | 0.20% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 909 | $372.3K | 0.25% | −100−9.9% | Reduced |
| Kensington Investment Counsel, LLC | 913 | $373.8K | 0.28% | +159+21.1% | Added |
| Topel & Distasi Wealth Management, LLC | 913 | $373.8K | 0.20% | −41−4.3% | Reduced |
| Greenspring Advisors, LLC | 914 | $374.1K | 0.08% | −80−8.0% | Reduced |