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 |
|---|---|---|---|---|---|
| Stonegate Investment Group, LLC | 1,103 | $451.5K | 0.02% | +25+2.3% | Added |
| American Money Management, LLC | 1,104 | $452.0K | 0.12% | +78+7.6% | Added |
| Opes Wealth Management LLC | 1,105 | $452.4K | 0.15% | −18−1.6% | Reduced |
| Paradigm Financial Partners, LLC | 1,105 | $452.5K | 0.12% | +71+6.9% | Added |
| IMPACTfolio, LLC | 1,112 | $455.2K | 0.38% | +517+86.9% | Added |
| Sage Investment Advisers LLC | 1,112 | $455.3K | 0.61% | +1+0.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,112 | $455.3K | 0.09% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 981 | $456.0K | 0.40% | +729+289.3% | Added |
| Capital Performance Advisors LLP | 1,116 | $456.8K | 0.25% | −179−13.8% | Reduced |
| Eclectic Associates Inc | 1,117 | $457.0K | 0.23% | +533+91.3% | Added |
| Lederer & Associates Investment Counsel | 1,120 | $459.0K | 0.35% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,383 | $459.9K | 0.07% | −386−21.8% | Reduced |
| Narwhal Capital Management | 1,124 | $460.2K | 0.06% | 00.0% | Unchanged |
| Meredith Wealth Planning | 1,127 | $461.4K | 0.37% | −12−1.1% | Reduced |
| Naviter Wealth, LLC | 1,123 | $461.4K | 0.16% | +18+1.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,128 | $462.0K | 0.05% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 1,130 | $462.6K | 0.45% | +94+9.1% | Added |
| Karpus Management, Inc. | 1,130 | $462.6K | 0.01% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,132 | $463.3K | 0.33% | +1+0.1% | Added |
| Bogart Wealth, LLC | 1,133 | $464.0K | 0.03% | 00.0% | Unchanged |
| Great Waters Wealth Management | 1,130 | $466.0K | 0.10% | +3+0.3% | Added |
| JCP Investment Management, LLC | 1,136 | $466.8K | 0.33% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,140 | $468.4K | 0.08% | −268−19.0% | Reduced |
| One Charles Private Wealth Services, LLC | 1,147 | $469.4K | 0.29% | −2−0.2% | Reduced |
| Waterford Advisors, LLC | 1,148 | $470.0K | 0.25% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 1,157 | $473.5K | 0.41% | −594−33.9% | Reduced |
| Cox Capital Mgt LLC | 1,160 | $474.9K | 0.34% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 1,161 | $475.3K | 0.17% | −321−21.7% | Reduced |
| Laffer Tengler Investments | 1,162 | $475.7K | 0.13% | +1,066+1,110.4% | Added |
| Truvestments Capital LLC | 1,163 | $476.1K | 0.25% | +29+2.6% | Added |
| Sage Financial Management Group, Inc. | 1,166 | $477.0K | 0.38% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,167 | $478.0K | 0.07% | −1−0.1% | Reduced |
| Marion Wealth Management | 1,171 | $479.2K | 0.18% | +4+0.3% | Added |
| Hollow Brook Wealth Management LLC | 1,175 | $481.0K | 0.23% | −43−3.5% | Reduced |
| Washington Trust Bank | 1,175 | $481.0K | 0.05% | +170+16.9% | Added |
| AJ Advisors, LLC | 1,176 | $481.3K | 0.35% | +5+0.4% | Added |
| Shufro Rose & Co LLC | 1,176 | $481.3K | 0.04% | −278−19.1% | Reduced |
| Bellwether Advisors, LLC | 1,177 | $482.1K | 0.13% | −198−14.4% | Reduced |
| Thomasville National Bank | 1,178 | $482.3K | 0.05% | −10−0.8% | Reduced |
| SWMG, LLC | 1,179 | $482.5K | 0.27% | −72−5.8% | Reduced |
| D'Orazio & Associates, Inc. | 1,179 | $482.6K | 0.13% | −124−9.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,184 | $484.7K | 0.05% | −1,500−55.9% | Reduced |
| Ballast, Inc. | 1,186 | $485.5K | 0.20% | −680−36.4% | Reduced |
| Trust Co | 1,190 | $487.1K | 0.07% | −1,378−53.7% | Reduced |
| Hall Capital Management Co Inc | 1,193 | $488.4K | 0.29% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,279 | $489.1K | 0.17% | 00.0% | Unchanged |
| TCWP LLC | 1,198 | $490.4K | 0.09% | −7,977−86.9% | Reduced |
| Intelligent Financial Strategies | 1,194 | $490.5K | 0.38% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,187 | $491.2K | 0.13% | −583−32.9% | Reduced |
| Norris Perne & French LLP | 1,207 | $494.1K | 0.05% | −885−42.3% | Reduced |
| Granite Harbor Advisors, Inc. | 1,207 | $494.1K | 0.45% | +57+5.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,211 | $495.6K | 0.03% | +3+0.2% | Added |
| Grey Fox Wealth Advisors, LLC | 1,213 | $498.6K | 0.29% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 1,220 | $499.5K | 0.49% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 1,220 | $499.5K | 0.32% | +15+1.2% | Added |
| TTP Investments, Inc. | 1,221 | $500.0K | 0.40% | +5+0.4% | Added |
| Asset Allocation Strategies LLC | 1,222 | $500.1K | 1.44% | −3,491−74.1% | Reduced |
| Columbia Trust Co 01012016 | 1,224 | $501.1K | 0.29% | −1,609−56.8% | Reduced |
| jvl associates llc | 1,224 | $501.1K | 0.26% | +108+9.7% | Added |
| Interactive Financial Advisors | 1,224 | $501.4K | 0.32% | +29+2.4% | Added |
| Goepper Burkhardt LLC | 1,227 | $502.3K | 0.33% | +100+8.9% | Added |
| Foster Victor Wealth Advisors, LLC | 1,230 | $502.5K | 0.06% | −110−8.2% | Reduced |
| Chilton Investment Co LLC | 1,230 | $503.6K | 0.02% | −12,054−90.7% | Reduced |
| Massachusetts Wealth Management | 1,230 | $503.6K | 0.52% | +190+18.3% | Added |
| KBC Group NV | 1,232 | $504.0K | 0.00% | +548+80.1% | Added |
| Keb Asset Management, LLC | 1,235 | $505.6K | 0.22% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,237 | $506.4K | 0.28% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,241 | $508.1K | 0.16% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 1,242 | $508.5K | 0.59% | −190−13.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,243 | $508.9K | 0.00% | +130+11.7% | Added |
| Scholtz & Company, LLC | 1,246 | $510.0K | 0.36% | −753−37.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,246 | $510.3K | 0.40% | +1+0.1% | Added |
| Enzi Wealth | 1,233 | $510.5K | 0.26% | +118+10.6% | Added |
| West Michigan Advisors, LLC | 1,260 | $515.8K | 0.29% | +730+137.7% | Added |
| Ipswich Investment Management Co., Inc. | 1,262 | $516.6K | 0.14% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,265 | $517.8K | 0.41% | −48−3.7% | Reduced |
| Altus Wealth Group LLC | 1,268 | $518.9K | 0.35% | −65−4.9% | Reduced |
| Total Investment Management Inc | 1,268 | $519.2K | 0.10% | +62+5.1% | Added |
| Knightsbridge Asset Management, LLC | 1,270 | $520.0K | 0.09% | +72+6.0% | Added |
| Unison Asset Management LLC | 1,273 | $521.2K | 0.39% | +115+9.9% | Added |
| Wescott Financial Advisory Group, LLC | 1,277 | $522.7K | 0.11% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,280 | $523.9K | 0.15% | −453−26.1% | Reduced |
| Hemenway Trust Co LLC | 1,282 | $524.8K | 0.06% | −13,804−91.5% | Reduced |
| Harbor Group, Inc. | 1,282 | $524.9K | 0.31% | −33−2.5% | Reduced |
| Zevin Asset Management LLC | 1,289 | $528.0K | 0.11% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 1,309 | $528.3K | 0.33% | −89−6.4% | Reduced |
| Better Money Decisions, LLC | 1,291 | $528.7K | 0.45% | −5−0.4% | Reduced |
| Blue Barn Wealth, LLC | 1,293 | $529.5K | 0.33% | −11−0.8% | Reduced |
| TriaGen Wealth Management LLC | 1,302 | $533.0K | 0.27% | −93−6.7% | Reduced |
| Financial Planning & Information Services, Inc. | 1,302 | $533.0K | 0.10% | −9−0.7% | Reduced |
| IMS Capital Management | 1,304 | $534.0K | 0.32% | +3+0.2% | Added |
| Shakespeare Wealth Management, Inc. | 1,309 | $536.0K | 0.19% | −1,955−59.9% | Reduced |
| Ardent Capital Management, Inc. | 1,311 | $536.7K | 0.39% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,312 | $537.1K | 0.41% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,313 | $537.5K | 0.46% | −49−3.6% | Reduced |
| Rockwood Wealth Management, LLC | 1,317 | $539.2K | 0.11% | +1,317 | New |
| EagleClaw Capital Managment, LLC | 1,323 | $541.6K | 0.13% | +338+34.3% | Added |
| Oarsman Capital, Inc. | 1,324 | $542.0K | 0.25% | +2+0.2% | Added |
| Insight Wealth Partners, LLC | 1,325 | $542.4K | 0.49% | +325+32.5% | Added |
| Morse Asset Management, Inc | 1,326 | $543.0K | 0.18% | −30−2.2% | Reduced |