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 |
|---|---|---|---|---|---|
| Hillcrest Wealth Advisors - NY, LLC | 27,435 | $11.2M | 6.66% | −1,050−3.7% | Reduced |
| Appleton Partners Inc | 27,347 | $11.2M | 1.00% | −874−3.1% | Reduced |
| Icon Wealth Partners, LLC | 27,345 | $11.2M | 1.22% | +27,345 | New |
| Soltis Investment Advisors LLC | 27,321 | $11.2M | 1.42% | +1,947+7.7% | Added |
| Rothschild Investment Corp | 27,302 | $11.2M | 0.98% | +221+0.8% | Added |
| Coury Firm Asset Management LLC | 27,178 | $11.1M | 15.64% | −485−1.8% | Reduced |
| Neumann Capital Management, LLC | 27,157 | $11.1M | 4.89% | −613−2.2% | Reduced |
| Mission Wealth Management, LP | 27,084 | $11.1M | 0.47% | +293+1.1% | Added |
| Kadensa Capital Ltd | 27,009 | $11.1M | 2.21% | +27,009 | New |
| Optas, LLC | 26,906 | $11.0M | 3.93% | 00.0% | Unchanged |
| Americana Partners, LLC | 26,802 | $11.0M | 1.73% | −1,405−5.0% | Reduced |
| Carolinas Wealth Consulting LLC | 26,678 | $11.0M | 2.33% | −76−0.3% | Reduced |
| Meridian Wealth Advisors, LLC | 26,756 | $11.0M | 2.74% | −50.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 26,632 | $10.9M | 5.53% | +565+2.2% | Added |
| Ronald Blue Trust, Inc. | 28,501 | $10.9M | 0.18% | −1,735−5.7% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 26,280 | $10.8M | 4.95% | −370−1.4% | Reduced |
| Strategic Blueprint, LLC | 26,389 | $10.8M | 1.11% | −1,849−6.5% | Reduced |
| First Foundation Advisors | 26,331 | $10.8M | 0.50% | −2,716−9.4% | Reduced |
| Ayalon Holdings Ltd. | 26,269 | $10.8M | 4.64% | +12,501+90.8% | Added |
| GEM Asset Management, LLC | 26,221 | $10.7M | 8.68% | −41−0.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 26,192 | $10.7M | 6.45% | +1,547+6.3% | Added |
| Successful Portfolios LLC | 26,184 | $10.7M | 6.73% | −277−1.0% | Reduced |
| American Century Companies Inc | 26,543 | $10.7M | 0.01% | +11,741+79.3% | Added |
| Evanson Asset Management, LLC | 26,132 | $10.7M | 1.10% | +607+2.4% | Added |
| Spinnaker Trust | 26,129 | $10.7M | 0.81% | +114+0.4% | Added |
| First Washington CORP | 26,091 | $10.7M | 5.28% | −1,286−4.7% | Reduced |
| Patten & Patten Inc | 26,004 | $10.6M | 0.94% | −1,214−4.5% | Reduced |
| Palumbo Wealth Management LLC | 25,994 | $10.6M | 7.08% | +8,363+47.4% | Added |
| AlphaMark Advisors, LLC | 25,975 | $10.6M | 4.78% | +25,975 | New |
| American Investment Services, Inc. | 27,801 | $10.6M | 2.19% | 00.0% | Unchanged |
| Pitcairn Co | 25,889 | $10.6M | 0.97% | +15,882+158.7% | Added |
| Blue Edge Capital, LLC | 25,861 | $10.6M | 2.29% | −164−0.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 25,867 | $10.6M | 1.45% | −299−1.1% | Reduced |
| Shapiro Capital Management LLC | 25,808 | $10.6M | 0.27% | −75,634−74.6% | Reduced |
| Wealth Architects, LLC | 25,794 | $10.6M | 1.87% | +40+0.2% | Added |
| Harbour Investments, Inc. | 25,757 | $10.5M | 0.58% | −1,558−5.7% | Reduced |
| Belmont Capital, LLC | 25,719 | $10.5M | 8.71% | 00.0% | Unchanged |
| Corundum Group, Inc. | 25,656 | $10.5M | 4.97% | +10,456+68.8% | Added |
| Prostatis Group LLC | 25,440 | $10.5M | 5.54% | +24,741+3,539.5% | Added |
| GPS Wealth Strategies Group, LLC | 25,624 | $10.5M | 2.17% | +110+0.4% | Added |
| Monument Capital Management | 25,618 | $10.5M | 3.51% | −28−0.1% | Reduced |
| NBW Capital LLC | 25,473 | $10.4M | 2.53% | −7,859−23.6% | Reduced |
| Salem Investment Counselors Inc | 25,363 | $10.4M | 0.42% | +44+0.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 25,426 | $10.4M | 2.49% | −1,153−4.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 25,416 | $10.4M | 1.81% | −1,564−5.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 25,404 | $10.4M | 0.51% | −21,758−46.1% | Reduced |
| Triumph Capital Management | 25,356 | $10.4M | 5.31% | −2,911−10.3% | Reduced |
| Systematic Alpha Investments, LLC | 25,170 | $10.3M | 0.54% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 25,166 | $10.3M | 2.31% | +143+0.6% | Added |
| Howard Financial Services, Ltd. | 25,164 | $10.3M | 2.51% | +120+0.5% | Added |
| Fidelis Capital Partners, LLC | 24,894 | $10.3M | 4.37% | +23,271+1,433.8% | Added |
| Flagship Harbor Advisors, LLC | 25,074 | $10.3M | 0.97% | −17,528−41.1% | Reduced |
| Pathway Financial Advisors LLC | 25,002 | $10.2M | 3.46% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 24,979 | $10.2M | 1.41% | +638+2.6% | Added |
| Stordahl Capital Management, Inc. | 24,950 | $10.2M | 3.11% | −131−0.5% | Reduced |
| Texas Yale Capital Corp. | 24,859 | $10.2M | 0.52% | +1,282+5.4% | Added |
| Bouchey Financial Group Ltd | 24,861 | $10.2M | 1.34% | +35+0.1% | Added |
| Central Trust Co | 24,771 | $10.1M | 0.30% | −80.0% | Reduced |
| SFMG, LLC | 24,660 | $10.1M | 1.09% | +4,047+19.6% | Added |
| Financial Partners Group, Inc | 24,635 | $10.1M | 2.24% | +256+1.1% | Added |
| Cacti Asset Management LLC | 24,600 | $10.1M | 0.93% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 24,515 | $10.0M | 0.11% | −916−3.6% | Reduced |
| Wesbanco Bank Inc | 24,515 | $10.0M | 0.43% | +293+1.2% | Added |
| Bellecapital International Ltd. | 24,313 | $9.95M | 2.48% | 00.0% | Unchanged |
| South State Corp. | 24,303 | $9.95M | 0.92% | −652−2.6% | Reduced |
| Relative Value Partners Group, LLC | 24,246 | $9.93M | 0.68% | −2,634−9.8% | Reduced |
| Nadler Financial Group, Inc. | 24,239 | $9.92M | 1.58% | −174−0.7% | Reduced |
| Turim 21 Investimentos Ltda. | 24,195 | $9.90M | 10.01% | −151,902−86.3% | Reduced |
| Morton Brown Family Wealth, LLC | 24,094 | $9.86M | 5.88% | −155−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 24,002 | $9.83M | 1.03% | −2,581−9.7% | Reduced |
| Laurel Wealth Advisors LLC | 23,958 | $9.81M | 2.09% | +763+3.3% | Added |
| Patriot Investment Management Inc. | 23,904 | $9.79M | 0.86% | −49−0.2% | Reduced |
| Provence Wealth Management Group | 23,898 | $9.78M | 6.51% | +13,512+130.1% | Added |
| Mayflower Financial Advisors, LLC | 23,876 | $9.77M | 1.28% | +40.0% | Added |
| Cambridge Trust Co | 23,769 | $9.73M | 0.46% | −2,574−9.8% | Reduced |
| Gries Financial LLC | 23,739 | $9.72M | 2.87% | +1,582+7.1% | Added |
| Blue Investment Partners LLC | 23,678 | $9.69M | 9.78% | +13,518+133.1% | Added |
| Mader & Shannon Wealth Management, Inc. | 23,607 | $9.66M | 6.37% | −2,029−7.9% | Reduced |
| MONECO Advisors, LLC | 23,600 | $9.66M | 2.84% | −45−0.2% | Reduced |
| Accredited Investors Inc. | 23,547 | $9.64M | 0.73% | +1,157+5.2% | Added |
| Copperwynd Financial, LLC | 23,507 | $9.62M | 4.92% | +13,955+146.1% | Added |
| Bienville Capital Management, LLC | 23,329 | $9.59M | 3.77% | +70.0% | Added |
| Arkadios Wealth Advisors | 23,346 | $9.56M | 1.14% | −481−2.0% | Reduced |
| Legacy Advisors, LLC | 23,133 | $9.47M | 1.75% | −2,166−8.6% | Reduced |
| LVM Capital Management Ltd | 23,133 | $9.47M | 1.31% | +254+1.1% | Added |
| Basso Capital Management, L.P. | 23,103 | $9.46M | 9.14% | −40,147−63.5% | Reduced |
| Nations Financial Group Inc, | 23,081 | $9.45M | 0.99% | −807−3.4% | Reduced |
| Planning Alternatives Ltd | 23,073 | $9.45M | 1.84% | −12−0.1% | Reduced |
| Iron Horse Wealth Management, LLC | 23,070 | $9.44M | 4.72% | +1,543+7.2% | Added |
| CAPROCK Group, Inc. | 22,969 | $9.44M | 0.73% | −13,645−37.3% | Reduced |
| Aspen Investment Management Inc | 22,966 | $9.40M | 6.01% | +441+2.0% | Added |
| Heritage Trust Co | 22,952 | $9.40M | 1.48% | +191+0.8% | Added |
| Surience Private Wealth LLC | 22,911 | $9.38M | 14.34% | −8,824−27.8% | Reduced |
| Rain Capital Management, LLC | 22,872 | $9.36M | 6.44% | +21,581+1,671.6% | Added |
| Custos Family Office, LLC | 22,832 | $9.35M | 6.58% | +1,220+5.6% | Added |
| O'Shaughnessy Asset Management, LLC | 22,737 | $9.31M | 0.15% | +344+1.5% | Added |
| GeoWealth Management, LLC | 22,707 | $9.30M | 1.09% | +5,892+35.0% | Added |
| Courier Capital LLC | 22,677 | $9.28M | 1.03% | +984+4.5% | Added |
| Linscomb & Williams, Inc. | 22,658 | $9.28M | 0.49% | +138+0.6% | Added |
| Keeley-Teton Advisors, LLC | 22,613 | $9.26M | 1.14% | +1,225+5.7% | Added |