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 |
|---|---|---|---|---|---|
| FC Advisory LLC | 914 | $374.4K | 0.17% | +257+39.1% | Added |
| Coco Enterprises, LLC | 921 | $375.1K | 0.30% | −100−9.8% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 917 | $375.4K | 0.30% | −15−1.6% | Reduced |
| Pathway Financial Advisers, LLC | 916 | $375.4K | 0.15% | +431+88.9% | Added |
| NovaPoint Capital, LLC | 919 | $376.2K | 0.15% | −1,082−54.1% | Reduced |
| Lakewood Asset Management LLC | 919 | $376.4K | 0.31% | 00.0% | Unchanged |
| KCS Wealth Advisory | 921 | $377.0K | 0.14% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 923 | $377.9K | 0.21% | 00.0% | Unchanged |
| Addison Capital Co | 926 | $379.0K | 0.29% | −208−18.3% | Reduced |
| Gables Capital Management Inc. | 928 | $379.9K | 0.27% | 00.0% | Unchanged |
| United Community Bank | 929 | $380.3K | 0.36% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 930 | $380.7K | 0.10% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 933 | $381.8K | 0.08% | 00.0% | Unchanged |
| Landaas & Co | 933 | $382.0K | 0.19% | +127+15.8% | Added |
| Coombe, Bender & Co LLC | 933 | $382.1K | 0.30% | +4+0.4% | Added |
| Cornerstone Management, Inc. | 940 | $384.8K | 0.10% | −630−40.1% | Reduced |
| Heron Financial Group, LLC | 940 | $384.9K | 0.21% | 00.0% | Unchanged |
| Forum Private Client Group LLC | 945 | $386.9K | 0.24% | −249−20.9% | Reduced |
| Concorde Asset Management, LLC | 946 | $387.4K | 0.46% | −593−38.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 952 | $389.0K | 0.15% | 00.0% | Unchanged |
| Keystone Financial Services | 951 | $389.4K | 0.21% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 952 | $389.7K | 0.22% | −23−2.4% | Reduced |
| Greenwood Gearhart Inc | 952 | $389.7K | 0.05% | −55−5.5% | Reduced |
| Bridges Investment Management Inc | 956 | $391.4K | 0.01% | 00.0% | Unchanged |
| Financial Life Advisors | 959 | $392.6K | 0.17% | −10−1.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 959 | $392.6K | 0.12% | +106+12.4% | Added |
| James J. Burns & Company, LLC | 960 | $393.0K | 0.10% | −483−33.5% | Reduced |
| Bluestem Financial Advisors, LLC | 961 | $393.4K | 0.24% | −25−2.5% | Reduced |
| Royal Fund Management, LLC | 962 | $394.0K | 0.06% | −20,947−95.6% | Reduced |
| Socha Financial Group, LLC | 964 | $394.7K | 0.25% | −761−44.1% | Reduced |
| Stegner Investment Associates Inc. | 963 | $396.5K | 0.35% | +2+0.2% | Added |
| Schwab Charitable Fund | 971 | $397.5K | 0.04% | −500−34.0% | Reduced |
| McRae Capital Management Inc | 972 | $397.9K | 0.11% | 00.0% | Unchanged |
| Regal Wealth Group, Inc. | 961 | $398.1K | 0.28% | +4+0.4% | Added |
| Stonnington Group, LLC | 964 | $398.6K | 0.10% | −158−14.1% | Reduced |
| TD Capital Management LLC | 976 | $399.6K | 0.05% | +4+0.4% | Added |
| Cim, LLC | 980 | $401.2K | 0.08% | 00.0% | Unchanged |
| Investors Research Corp | 980 | $401.2K | 0.10% | 00.0% | Unchanged |
| Wealth Effects LLC | 980 | $401.2K | 0.21% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 984 | $402.7K | 0.23% | −42−4.1% | Reduced |
| Seneca Financial Advisors LLC | 984 | $402.8K | 0.26% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 987 | $404.0K | 0.10% | +2+0.2% | Added |
| Abbot Financial Management, Inc. | 989 | $404.9K | 0.27% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 981 | $406.3K | 0.11% | −250−20.3% | Reduced |
| TCTC Holdings, LLC | 995 | $407.3K | 0.02% | +11+1.1% | Added |
| Harrell Investment Partners, LLC | 1,000 | $408.0K | 0.15% | −81−7.5% | Reduced |
| Acima Private Wealth, LLC | 999 | $409.0K | 0.20% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 1,000 | $409.4K | 0.01% | 00.0% | Unchanged |
| Athena Investment Management | 1,006 | $411.7K | 0.30% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,008 | $412.7K | 0.28% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 1,016 | $415.5K | 0.66% | −81−7.4% | Reduced |
| Sara-Bay Financial | 1,017 | $416.5K | 0.21% | +13+1.3% | Added |
| Straight Path Wealth Management | 1,019 | $417.2K | 0.33% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,021 | $418.0K | 0.29% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,026 | $419.0K | 0.34% | +2+0.2% | Added |
| Orleans Capital Management Corp | 1,024 | $419.2K | 0.31% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 1,025 | $419.6K | 0.23% | 00.0% | Unchanged |
| Retirement Solution Inc. | 1,030 | $421.8K | 0.15% | +1+0.1% | Added |
| Silver Lake Advisory, LLC | 1,033 | $422.7K | 0.23% | +1,033 | New |
| LVZ Advisors, Inc. | 1,035 | $423.6K | 0.06% | +3+0.3% | Added |
| Elmwood Wealth Management, Inc. | 1,035 | $423.7K | 0.20% | −81−7.3% | Reduced |
| BCGM Wealth Management, LLC | 1,036 | $424.1K | 0.21% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 1,039 | $425.2K | 0.36% | −6−0.6% | Reduced |
| Peachtree Investment Partners, LLC | 1,043 | $427.1K | 0.27% | +35+3.5% | Added |
| Pacific Center for Financial Services | 1,044 | $427.3K | 0.15% | +1,044 | New |
| Security National Bank | 1,044 | $427.4K | 0.11% | −270−20.5% | Reduced |
| Ethos Financial Group, LLC | 1,046 | $429.0K | 0.13% | −261−20.0% | Reduced |
| TPG Financial Advisors, LLC | 1,048 | $429.0K | 0.23% | −2−0.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,048 | $429.0K | 0.07% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 1,051 | $430.1K | 0.08% | 00.0% | Unchanged |
| HT Partners LLC | 1,051 | $430.3K | 0.13% | −18−1.7% | Reduced |
| Constitution Capital LLC | 1,051 | $430.3K | 0.26% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 1,052 | $431.0K | 0.08% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 1,053 | $431.1K | 0.22% | −17−1.6% | Reduced |
| GHP Investment Advisors, Inc. | 1,054 | $431.5K | 0.03% | −33−3.0% | Reduced |
| Clark Estates Inc | 1,054 | $431.5K | 0.09% | +1,054 | New |
| 25 LLC | 1,046 | $431.9K | 0.27% | +1,046 | New |
| KRS Capital Management, LLC | 1,057 | $432.7K | 0.49% | 00.0% | Unchanged |
| 3EDGE Asset Management, LP | 1,058 | $433.1K | 0.03% | −17−1.6% | Reduced |
| Rinkey Investments | 1,058 | $433.1K | 0.23% | −13−1.2% | Reduced |
| Nova R Wealth, Inc. | 1,058 | $433.1K | 0.29% | 00.0% | Unchanged |
| Columbus Macro, LLC | 1,059 | $433.5K | 0.16% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,065 | $434.6K | 0.26% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,064 | $435.6K | 0.08% | +15+1.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,066 | $436.4K | 0.00% | −117,488−99.1% | Reduced |
| Family Firm, Inc. | 1,069 | $437.8K | 0.12% | +2+0.2% | Added |
| Hilltop Partners LLC | 1,075 | $440.0K | 0.20% | −5−0.5% | Reduced |
| AAFCPAs Wealth Management, LLC | 1,087 | $444.8K | 0.30% | −32−2.9% | Reduced |
| Harvest Investment Advisors, LLC | 1,090 | $446.2K | 0.40% | +1,090 | New |
| WoodTrust Financial Corp | 1,090 | $446.2K | 0.09% | 00.0% | Unchanged |
| Proquility Private Wealth Partners, LLC | 446,929 | $446.9K | 0.18% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 1,093 | $447.5K | 0.13% | +152+16.2% | Added |
| Gallacher Capital Management LLC | 1,094 | $447.9K | 0.27% | −82−7.0% | Reduced |
| SJS Investment Consulting Inc. | 1,094 | $448.0K | 0.12% | −223−16.9% | Reduced |
| Arden Trust Co | 1,097 | $449.0K | 0.08% | −33,043−96.8% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 1,099 | $450.0K | 0.27% | +96+9.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 1,100 | $450.3K | 0.35% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 1,101 | $450.6K | 0.23% | +42+4.0% | Added |
| Monarch Capital Management Inc | 1,097 | $450.8K | 0.14% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 1,102 | $451.1K | 0.05% | −449−28.9% | Reduced |