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 |
|---|---|---|---|---|---|
| Foster Group, Inc. | 1,597 | $653.9K | 0.04% | −906−36.2% | Reduced |
| Palogic Value Management, L.P. | 1,598 | $654.2K | 0.32% | 00.0% | Unchanged |
| LWMG, LLC | 1,599 | $654.8K | 0.21% | −11,106−87.4% | Reduced |
| Roof Eidam & Maycock | 1,611 | $659.5K | 0.24% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,616 | $661.5K | 0.15% | +1+0.1% | Added |
| American Financial Advisors, LLC | 1,617 | $662.2K | 0.11% | +20+1.3% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,618 | $662.4K | 0.63% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 1,619 | $662.8K | 0.47% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,619 | $663.2K | 0.76% | −225−12.2% | Reduced |
| Seaside Wealth Management, Inc. | 1,622 | $664.0K | 0.40% | +6+0.4% | Added |
| Phocas Financial Corp. | 1,624 | $664.8K | 0.10% | −140−7.9% | Reduced |
| PFG Private Wealth Management, LLC | 1,627 | $666.1K | 0.42% | −11−0.7% | Reduced |
| AllSquare Wealth Management LLC | 1,629 | $666.9K | 0.43% | −15−0.9% | Reduced |
| Hexagon Capital Partners LLC | 1,629 | $666.9K | 0.19% | −104−6.0% | Reduced |
| Key Financial Inc | 1,631 | $667.8K | 0.24% | +63+4.0% | Added |
| LifeGuide Financial Advisors, LLC | 1,640 | $671.4K | 0.54% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 1,741 | $672.0K | 0.07% | −81−4.4% | Reduced |
| Wells Trecaso Financial Group, LLC | 1,647 | $674.3K | 0.31% | −150−8.3% | Reduced |
| Diligent Investors, LLC | 1,648 | $674.5K | 0.21% | −90−5.2% | Reduced |
| Fca Corp | 1,654 | $677.1K | 0.25% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 1,659 | $679.2K | 0.08% | 00.0% | Unchanged |
| Independent Investors Inc | 1,661 | $680.0K | 0.17% | +50+3.1% | Added |
| Cladis Investment Advisory, LLC | 1,663 | $680.8K | 0.61% | +50+3.1% | Added |
| Summit Investment Advisory Services, LLC | 1,668 | $682.9K | 0.49% | +2+0.1% | Added |
| Spinnaker Investment Group, LLC | 1,671 | $683.9K | 0.24% | +434+35.1% | Added |
| FSB Premier Wealth Management, Inc. | 1,675 | $685.8K | 0.38% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 1,681 | $688.0K | 0.41% | +1+0.1% | Added |
| Steward Financial Group LLC | 1,685 | $689.0K | 0.23% | 00.0% | Unchanged |
| Darrow Company, Inc. | 1,683 | $689.2K | 0.64% | −452−21.2% | Reduced |
| Barton Investment Management | 1,690 | $691.9K | 0.12% | −350−17.2% | Reduced |
| Ferguson Shapiro LLC | 1,695 | $693.9K | 0.60% | −196−10.4% | Reduced |
| Financial Management Network Inc | 1,699 | $694.2K | 0.28% | +2+0.1% | Added |
| Passive Capital Management, LLC. | 1,699 | $695.5K | 0.30% | 00.0% | Unchanged |
| Crabel Capital Management, LLC | 1,700 | $696.0K | 0.31% | +450+36.0% | Added |
| Meeder Advisory Services, Inc. | 1,701 | $696.2K | 0.08% | +43+2.6% | Added |
| Midwest Financial Group LLC | 1,704 | $698.0K | 0.64% | +1,704 | New |
| Diversified, LLC | 1,707 | $699.0K | 0.25% | +15+0.9% | Added |
| Powers Advisory Group, LLC | 1,707 | $699.0K | 0.49% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,709 | $700.0K | 0.06% | −240−12.3% | Reduced |
| ONE Advisory Partners, LLC | 1,712 | $700.9K | 0.41% | −9−0.5% | Reduced |
| Beaton Management Co. Inc. | 1,714 | $702.0K | 0.47% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,719 | $703.7K | 0.66% | −2,705−61.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,724 | $704.4K | 0.30% | −174−9.2% | Reduced |
| Navalign, LLC | 1,722 | $705.0K | 0.29% | −9−0.5% | Reduced |
| Farther Finance Advisors, LLC | 1,725 | $706.3K | 0.21% | +569+49.2% | Added |
| Doliver Advisors, LP | 1,730 | $708.2K | 0.22% | +689+66.2% | Added |
| Nicollet Investment Management, Inc. | 1,731 | $709.0K | 0.37% | +27+1.6% | Added |
| Capital Counsel LLC | 1,735 | $710.3K | 0.04% | −275−13.7% | Reduced |
| Kapstone Financial Advisors LLC | 1,718 | $710.3K | 0.64% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 1,736 | $710.7K | 0.25% | +47+2.8% | Added |
| Investors Asset Management of Georgia Inc | 1,737 | $711.2K | 0.38% | +9+0.5% | Added |
| Ruedi Wealth Management, Inc. | 1,744 | $713.8K | 0.46% | −23−1.3% | Reduced |
| Intergy Private Wealth, LLC | 1,744 | $714.0K | 0.40% | −305−14.9% | Reduced |
| Concord Wealth Partners | 1,756 | $719.0K | 0.20% | +63+3.7% | Added |
| Wiser Wealth Management, Inc | 1,761 | $720.9K | 0.31% | +177+11.2% | Added |
| Syntal Capital Partners, LLC | 1,754 | $721.1K | 0.26% | −19,250−91.6% | Reduced |
| Beacon Financial Group | 1,762 | $722.0K | 0.10% | −195−10.0% | Reduced |
| First National Bank | 1,765 | $722.6K | 0.62% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,774 | $726.3K | 0.47% | 00.0% | Unchanged |
| Kraft Asset Management, LLC | 1,778 | $727.9K | 0.65% | −329−15.6% | Reduced |
| Concentric Wealth Management, LLC | 1,779 | $728.3K | 0.24% | −9−0.5% | Reduced |
| Bank of Stockton | 1,785 | $730.8K | 0.25% | −375−17.4% | Reduced |
| Financial Partners Group, LLC | 1,788 | $732.0K | 0.38% | +8+0.4% | Added |
| Clean Yield Group | 1,800 | $736.9K | 0.31% | −100−5.3% | Reduced |
| Bellevue Group AG | 1,800 | $736.9K | 0.01% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 1,794 | $737.1K | 0.10% | +130+7.8% | Added |
| HTG Investment Advisors, Inc. | 1,802 | $737.8K | 0.67% | +109+6.4% | Added |
| Trilogy Capital Inc. | 1,811 | $741.3K | 0.05% | −4,573−71.6% | Reduced |
| Francis Financial, Inc. | 1,811 | $741.4K | 0.50% | 00.0% | Unchanged |
| Exeter Financial, LLC | 1,811 | $741.7K | 0.37% | +136+8.1% | Added |
| MainStreet Investment Advisors LLC | 1,813 | $742.2K | 0.08% | +386+27.0% | Added |
| Sather Financial Group Inc | 1,814 | $742.6K | 0.06% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 1,815 | $743.0K | 1.37% | +1,815 | New |
| Myecfo, LLC | 1,818 | $744.1K | 0.56% | −200−9.9% | Reduced |
| Monograph Wealth Advisors, LLC | 1,814 | $745.3K | 0.17% | −61−3.3% | Reduced |
| Maripau Wealth Management LLC | 1,826 | $747.5K | 0.78% | +237+14.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 1,827 | $748.0K | 0.22% | −5,369−74.6% | Reduced |
| BOS Asset Management, LLC | 1,829 | $748.8K | 0.62% | 00.0% | Unchanged |
| Northeast Investment Management | 1,830 | $749.2K | 0.05% | −413−18.4% | Reduced |
| Bourgeon Capital Management LLC | 1,834 | $750.8K | 0.18% | 00.0% | Unchanged |
| Windsor Group LTD | 1,834 | $751.0K | 0.15% | −199−9.8% | Reduced |
| Wilson & Boucher Capital Management, LLC | 1,841 | $753.7K | 0.72% | −42−2.2% | Reduced |
| Strategic Financial Services, Inc, | 1,842 | $754.1K | 0.06% | −57−3.0% | Reduced |
| Vista Investment Management | 1,844 | $754.9K | 0.40% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,849 | $757.0K | 0.09% | −53−2.8% | Reduced |
| Western Pacific Wealth Management, LP | 1,849 | $757.0K | 0.58% | +1,262+215.0% | Added |
| Kidder Stephen W | 1,850 | $757.4K | 0.26% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 1,859 | $761.0K | 0.63% | −225−10.8% | Reduced |
| Meeder Asset Management Inc | 1,861 | $761.9K | 0.06% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 1,862 | $762.5K | 0.53% | −15−0.8% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 1,863 | $763.0K | 0.43% | +1,863 | New |
| E Fund Management Co., Ltd. | 1,863 | $763.0K | 0.06% | +1,863 | New |
| Triasima Portfolio Management inc. | 1,865 | $763.5K | 0.06% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,871 | $766.0K | 0.25% | −8−0.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $767.6K | 0.54% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 1,875 | $767.6K | 0.29% | +95+5.3% | Added |
| Burton Enright Welch | 1,876 | $767.9K | 0.29% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 1,876 | $768.0K | 0.59% | −261−12.2% | Reduced |
| Marino, Stram & Associates LLC | 1,878 | $768.7K | 0.23% | −476−20.2% | Reduced |
| Fountainhead AM, LLC | 1,880 | $769.9K | 0.30% | +523+38.5% | Added |