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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 22,600 | $9.25M | 0.31% | +22,600 | New |
| Gratus Capital LLC | 22,525 | $9.22M | 0.71% | +912+4.2% | Added |
| Jacobs Levy Equity Management, Inc | 22,500 | $9.21M | 0.06% | +22,500 | New |
| Silvercrest Asset Management Group LLC | 22,370 | $9.16M | 0.07% | −889−3.8% | Reduced |
| Kula Investments, LLC | 22,368 | $9.16M | 2.26% | +15,010+204.0% | Added |
| Prism Advisors, Inc. | 22,290 | $9.13M | 3.17% | −779−3.4% | Reduced |
| Bulltick Wealth Management, LLC | 22,195 | $9.12M | 2.40% | −6,090−21.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 22,153 | $9.10M | 0.74% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 22,211 | $9.09M | 0.82% | −55−0.2% | Reduced |
| Bell Bank | 22,128 | $9.06M | 0.96% | −58,594−72.6% | Reduced |
| Grimes & Company, Inc. | 22,095 | $9.05M | 0.37% | −267−1.2% | Reduced |
| Goodwin Daniel L | 22,087 | $9.04M | 4.57% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 22,052 | $9.03M | 2.80% | +2,518+12.9% | Added |
| Modera Wealth Management, LLC | 22,009 | $9.01M | 0.35% | +3,122+16.5% | Added |
| Howe & Rusling Inc | 22,002 | $9.01M | 1.07% | −4,977−18.4% | Reduced |
| Cordant, Inc. | 21,942 | $8.98M | 5.83% | −303−1.4% | Reduced |
| Boxwood Ventures, Inc. | 21,838 | $8.97M | 18.51% | 00.0% | Unchanged |
| Todd Asset Management LLC | 21,890 | $8.96M | 0.22% | −910−4.0% | Reduced |
| Tandem Wealth Advisors LLC | 21,869 | $8.95M | 5.57% | +707+3.3% | Added |
| Umb Bank N A | 21,861 | $8.95M | 0.14% | −911−4.0% | Reduced |
| Main Street Financial Solutions, LLC | 21,798 | $8.92M | 1.31% | −1,116−4.9% | Reduced |
| Guardian Wealth Advisors, LLC | 21,704 | $8.92M | 1.57% | −676−3.0% | Reduced |
| Kowal Investment Group, LLC | 21,619 | $8.85M | 2.51% | +3,213+17.5% | Added |
| Alpha Cubed Investments, LLC | 21,606 | $8.85M | 0.64% | −4,363−16.8% | Reduced |
| Atlas Capital Advisors LLC | 21,591 | $8.84M | 1.39% | −235−1.1% | Reduced |
| Mycio Wealth Partners, LLC | 21,553 | $8.82M | 3.10% | −336−1.5% | Reduced |
| Money Concepts Capital Corp | 405,586 | $8.82M | 0.49% | +377,192+1,328.4% | Added |
| Relyea Zuckerberg Hanson LLC | 21,538 | $8.82M | 2.15% | −25−0.1% | Reduced |
| SimpliFi, Inc. | 21,524 | $8.81M | 4.33% | −19,884−48.0% | Reduced |
| Coastline Trust Co | 21,519 | $8.81M | 1.30% | −5,089−19.1% | Reduced |
| Lionsbridge Wealth Management LLC | 21,471 | $8.79M | 8.11% | +15,467+257.6% | Added |
| Moors & Cabot, Inc. | 21,440 | $8.78M | 0.60% | −1,121−5.0% | Reduced |
| Great Lakes Advisors, LLC | 21,370 | $8.75M | 0.08% | −3,267−13.3% | Reduced |
| Roman Butler Fullerton & Co | 21,540 | $8.75M | 4.35% | +6,869+46.8% | Added |
| West Branch Capital LLC | 21,315 | $8.73M | 4.87% | −240−1.1% | Reduced |
| Optimum Investment Advisors | 21,311 | $8.72M | 4.57% | +181+0.9% | Added |
| Cypress Capital Group | 21,279 | $8.71M | 1.34% | +11,621+120.3% | Added |
| K.J. Harrison & Partners Inc | 21,275 | $8.71M | 1.76% | +8,987+73.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 21,219 | $8.69M | 0.44% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 21,033 | $8.61M | 3.84% | +612+3.0% | Added |
| Privium Fund Management B.V. | 20,940 | $8.57M | 2.88% | +5,668+37.1% | Added |
| Quent Capital, LLC | 20,903 | $8.56M | 1.46% | −166−0.8% | Reduced |
| Citizens Business Bank | 20,889 | $8.55M | 1.97% | +146+0.7% | Added |
| International Assets Investment Management, LLC | 20,783 | $8.51M | 1.23% | −5,400−20.6% | Reduced |
| Mount Capital Ltd | 20,600 | $8.43M | 3.33% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 20,564 | $8.42M | 0.24% | −162−0.8% | Reduced |
| Clarus Wealth Advisors | 20,545 | $8.41M | 5.29% | +2,189+11.9% | Added |
| J. W. Coons Advisors, LLC | 20,433 | $8.37M | 2.40% | −53−0.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 20,635 | $8.33M | 0.50% | +20,635 | New |
| Level Four Advisory Services, LLC | 20,229 | $8.28M | 0.54% | +794+4.1% | Added |
| McLean Asset Management Corp | 20,203 | $8.27M | 3.40% | −3,696−15.5% | Reduced |
| Point72 Asset Management, L.P. | 20,201 | $8.27M | 0.03% | −23,799−54.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 20,193 | $8.27M | 0.35% | −2,956−12.8% | Reduced |
| Godsey & Gibb Associates | 20,102 | $8.23M | 0.96% | +20,102 | New |
| St. Louis Financial Planners Asset Management, LLC | 20,003 | $8.19M | 9.31% | +20,003 | New |
| Alight Capital Management LP | 20,000 | $8.19M | 5.03% | −20,000−50.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 19,886 | $8.14M | 3.49% | −153−0.8% | Reduced |
| Marco Investment Management LLC | 19,886 | $8.14M | 0.92% | +146+0.7% | Added |
| Truadvice, LLC | 19,563 | $8.14M | 3.22% | +13,946+248.3% | Added |
| Capital Group Private Client Services, Inc. | 19,822 | $8.12M | 0.10% | −55,158−73.6% | Reduced |
| FIL Ltd | 19,783 | $8.10M | 0.01% | +1,894+10.6% | Added |
| Summit Financial Group Inc | 19,762 | $8.09M | 3.20% | −373−1.9% | Reduced |
| Lake Street Financial LLC | 19,730 | $8.08M | 1.51% | −346−1.7% | Reduced |
| Forefront Analytics, LLC | 19,688 | $8.06M | 4.16% | +88+0.4% | Added |
| Wealth Dimensions Group, Ltd. | 19,680 | $8.06M | 3.12% | +1,311+7.1% | Added |
| Nicolet Bankshares Inc | 19,668 | $8.05M | 2.61% | −849−4.1% | Reduced |
| Stratos Wealth Advisors, LLC | 19,575 | $8.01M | 0.62% | −1,123−5.4% | Reduced |
| Peterson Wealth Management | 19,537 | $8.00M | 7.66% | −644−3.2% | Reduced |
| Berkshire Asset Management LLC | 19,512 | $7.99M | 0.49% | −5,921−23.3% | Reduced |
| Gunma Bank,Ltd. | 19,500 | $7.98M | 3.51% | 00.0% | Unchanged |
| MGO Private Wealth, LLC | 19,467 | $7.97M | 6.25% | −30,260−60.9% | Reduced |
| Childress Capital Advisors, LLC | 19,437 | $7.96M | 3.50% | −1,286−6.2% | Reduced |
| Massmutual Trust Co FSB | 19,428 | $7.95M | 0.30% | −19,430−50.0% | Reduced |
| DFPG Investments, LLC | 19,416 | $7.95M | 0.85% | +12,428+177.8% | Added |
| Schrum Private Wealth Management LLC | 19,407 | $7.94M | 9.17% | −2,861−12.8% | Reduced |
| CPR Investments Inc. | 19,394 | $7.94M | 7.64% | +19,394 | New |
| Okabena Investment Services Inc | 19,367 | $7.93M | 5.66% | +18,717+2,879.5% | Added |
| TSFG, LLC | 19,353 | $7.92M | 2.94% | +307+1.6% | Added |
| Deltec Asset Management LLC | 19,327 | $7.91M | 1.95% | +18,001+1,357.5% | Added |
| 1607 Capital Partners, LLC | 19,295 | $7.90M | 0.56% | −22,400−53.7% | Reduced |
| Ellis Investment Partners, LLC | 19,257 | $7.88M | 2.03% | −240−1.2% | Reduced |
| GenWealth Group, Inc. | 19,184 | $7.85M | 2.41% | −755−3.8% | Reduced |
| Tilson Financial Group, Inc. | 19,152 | $7.84M | 6.40% | −235−1.2% | Reduced |
| Sax Wealth Advisors, LLC | 19,095 | $7.82M | 1.70% | +1,024+5.7% | Added |
| GW&K Investment Management, LLC | 19,053 | $7.80M | 0.08% | −2,096−9.9% | Reduced |
| Terry L. Blaker | 18,980 | $7.77M | 0.69% | +78+0.4% | Added |
| St. Johns Investment Management Company, LLC | 18,969 | $7.77M | 4.51% | −635−3.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 18,938 | $7.75M | 2.40% | +1,832+10.7% | Added |
| Compagnie Lombard Odier SCmA | 18,871 | $7.73M | 0.19% | +61+0.3% | Added |
| Oxler Private Wealth LLC | 18,856 | $7.72M | 3.81% | +50+0.3% | Added |
| Epic Trust Investment Advisors, LLC | 18,845 | $7.72M | 9.68% | +1,787+10.5% | Added |
| Mainsail Financial Group, LLC | 18,715 | $7.70M | 7.48% | −561−2.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 18,804 | $7.70M | 0.80% | +149+0.8% | Added |
| Northstar Asset Management LLC | 18,770 | $7.68M | 2.26% | −1,625−8.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 18,739 | $7.67M | 0.81% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 18,618 | $7.62M | 2.59% | −210−1.1% | Reduced |
| E&G Advisors, LP | 18,575 | $7.60M | 2.82% | −783−4.0% | Reduced |
| Perritt Capital Management Inc | 18,555 | $7.60M | 4.23% | −10.0% | Reduced |
| Community Bank, N.A. | 18,535 | $7.59M | 1.03% | +156+0.8% | Added |
| Gamco Investors, Inc. Et Al | 18,410 | $7.54M | 0.08% | 00.0% | Unchanged |