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 |
|---|---|---|---|---|---|
| New Legacy Group, LLC | 18,387 | $7.53M | 21.41% | 00.0% | Unchanged |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 18,559 | $7.51M | 7.39% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 18,237 | $7.47M | 0.22% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 18,181 | $7.44M | 0.31% | −353−1.9% | Reduced |
| Trust Co of Vermont | 18,168 | $7.44M | 0.52% | −226−1.2% | Reduced |
| Fiducient Advisors LLC | 18,136 | $7.42M | 2.41% | −1,625−8.2% | Reduced |
| SageView Advisory Group, LLC | 18,133 | $7.42M | 0.47% | −3,600−16.6% | Reduced |
| Grove Bank & Trust | 18,127 | $7.42M | 1.57% | −1,459−7.4% | Reduced |
| Investment Management of Virginia LLC | 18,094 | $7.41M | 1.41% | +3,096+20.6% | Added |
| Institute for Wealth Management, LLC. | 18,093 | $7.41M | 1.44% | −1,159−6.0% | Reduced |
| Destination Wealth Management | 18,080 | $7.40M | 0.28% | −3,617−16.7% | Reduced |
| Dakota Wealth Management | 18,078 | $7.40M | 0.49% | +1,119+6.6% | Added |
| Tfo-TDC, LLC | 17,979 | $7.36M | 1.61% | +17,844+13,217.8% | Added |
| Eagle Strategies LLC | 17,971 | $7.36M | 1.84% | +938+5.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 17,943 | $7.35M | 0.09% | +10,580+143.7% | Added |
| Vivaldi Capital Management, LLC | 17,918 | $7.34M | 2.22% | −23,998−57.3% | Reduced |
| Columbia Asset Management | 17,880 | $7.32M | 1.67% | +1,083+6.4% | Added |
| Burke & Herbert Bank & Trust Co | 17,752 | $7.27M | 5.34% | +35+0.2% | Added |
| Pinnacle Financial Group, LLC | 17,730 | $7.26M | 4.33% | −751−4.1% | Reduced |
| RMR Wealth Builders | 17,727 | $7.26M | 1.38% | +1,452+8.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 17,563 | $7.19M | 1.11% | +15,900+956.1% | Added |
| Montecito Bank & Trust | 17,514 | $7.17M | 1.71% | −742−4.1% | Reduced |
| Paragon Capital Management Ltd | 17,486 | $7.16M | 1.64% | −187−1.1% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 17,470 | $7.15M | 0.21% | +1,029+6.3% | Added |
| Avantax Planning Partners, Inc. | 17,467 | $7.15M | 0.29% | −895−4.9% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 17,458 | $7.15M | 3.49% | +179+1.0% | Added |
| Hoese & Co LLP | 18,008 | $7.14M | 8.09% | −985−5.2% | Reduced |
| Principle Wealth Partners LLC | 17,392 | $7.12M | 0.76% | −557−3.1% | Reduced |
| Paulson Wealth Management Inc. | 17,340 | $7.10M | 3.16% | +459+2.7% | Added |
| Pittenger & Anderson Inc | 17,286 | $7.08M | 0.37% | −660−3.7% | Reduced |
| ICA Group Wealth Management, LLC | 17,254 | $7.06M | 1.68% | +2,279+15.2% | Added |
| Ellenbecker Investment Group | 17,227 | $7.05M | 1.92% | −465−2.6% | Reduced |
| Lansing Street Advisors | 17,130 | $7.01M | 4.39% | +689+4.2% | Added |
| Market Street Wealth Management Advisors LLC | 17,042 | $6.98M | 1.83% | −153−0.9% | Reduced |
| Balboa Wealth Partners | 17,042 | $6.98M | 2.64% | +648+4.0% | Added |
| Avidian Wealth Solutions, LLC | 16,947 | $6.94M | 0.38% | +3,512+26.1% | Added |
| Sigma Investment Counselors Inc | 16,920 | $6.93M | 0.54% | −1,441−7.8% | Reduced |
| Kesler, Norman & Wride, LLC | 16,905 | $6.92M | 1.74% | −3,778−18.3% | Reduced |
| Mather Group, LLC. | 16,888 | $6.91M | 0.12% | +1,457+9.4% | Added |
| Perfromance Wealth Partners, LLC | 16,834 | $6.89M | 0.35% | −58−0.3% | Reduced |
| REDW Wealth LLC | 16,815 | $6.88M | 2.19% | −22−0.1% | Reduced |
| Domani Wealth, LLC | 16,809 | $6.88M | 1.60% | −170−1.0% | Reduced |
| KG&L Capital Management,LLC | 16,775 | $6.87M | 3.60% | +346+2.1% | Added |
| Gillespie Robinson & Grimm Inc | 16,769 | $6.87M | 0.67% | +987+6.3% | Added |
| Kaizen Financial Strategies | 16,751 | $6.86M | 6.76% | +4,183+33.3% | Added |
| CWA Asset Management Group, LLC | 16,737 | $6.85M | 0.51% | +1,120+7.2% | Added |
| Financial Guidance Group, Inc. | 16,728 | $6.85M | 5.21% | +743+4.6% | Added |
| StoneX Group Inc. | 16,693 | $6.85M | 0.75% | +8,935+115.2% | Added |
| EWG Elevate Inc. | 16,688 | $6.83M | 2.92% | +9,700+138.8% | Added |
| Sage Capital Advisors,llc | 16,658 | $6.82M | 2.60% | +2,391+16.8% | Added |
| Grandview Asset Management LLC | 16,600 | $6.80M | 3.99% | −329−1.9% | Reduced |
| LMG Wealth Partners, LLC | 16,519 | $6.76M | 2.18% | 00.0% | Unchanged |
| WBH Advisory Inc | 16,459 | $6.74M | 0.84% | +16,459 | New |
| Crestone Asset Management LLC | 16,440 | $6.73M | 1.43% | −2,238−12.0% | Reduced |
| Ignite Planners, LLC | 16,421 | $6.73M | 2.76% | −445−2.6% | Reduced |
| Braun Stacey Associates Inc | 16,424 | $6.72M | 0.18% | +6,877+72.0% | Added |
| Chatham Capital Group, Inc. | 16,403 | $6.72M | 1.50% | +15+0.1% | Added |
| Annandale Capital, LLC | 16,288 | $6.67M | 2.11% | +11+0.1% | Added |
| Advisory Alpha, LLC | 16,262 | $6.66M | 0.42% | −96−0.6% | Reduced |
| Codex Capital, L.L.C. | 16,220 | $6.64M | 4.58% | 00.0% | Unchanged |
| One Capital Management, LLC | 16,218 | $6.64M | 0.33% | −19,441−54.5% | Reduced |
| Avestar Capital, LLC | 16,202 | $6.63M | 1.34% | −711−4.2% | Reduced |
| Washington Trust Advisors, Inc. | 16,200 | $6.63M | 0.68% | −353−2.1% | Reduced |
| Cypress Wealth Services, LLC | 16,181 | $6.62M | 1.94% | +775+5.0% | Added |
| Baker Avenue Asset Management, LP | 16,163 | $6.62M | 0.36% | +1,224+8.2% | Added |
| Apriem Advisors | 16,087 | $6.59M | 1.05% | +12,415+338.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 16,085 | $6.59M | 0.52% | −148−0.9% | Reduced |
| Global Strategic Investment Solutions, LLC | 16,084 | $6.58M | 0.94% | +14+0.1% | Added |
| Partners Capital Investment Group, LLP | 16,084 | $6.58M | 0.28% | −22,056−57.8% | Reduced |
| RB Capital Management, LLC | 15,988 | $6.55M | 2.14% | +298+1.9% | Added |
| Estate Counselors, LLC | 15,988 | $6.55M | 0.86% | +1,305+8.9% | Added |
| American Trust | 15,985 | $6.54M | 0.46% | +713+4.7% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 15,958 | $6.53M | 3.10% | +2,286+16.7% | Added |
| Caxton Corp | 15,947 | $6.53M | 16.49% | 00.0% | Unchanged |
| Larson Financial Group LLC | 15,931 | $6.52M | 0.71% | −3,821−19.3% | Reduced |
| Van Cleef Asset Management,Inc | 15,916 | $6.52M | 1.02% | −155−1.0% | Reduced |
| Wealth Alliance | 15,906 | $6.51M | 1.05% | −1,291−7.5% | Reduced |
| Washington Capital Management Inc | 15,889 | $6.50M | 5.79% | 00.0% | Unchanged |
| NBT Bank N A | 15,862 | $6.49M | 0.95% | +25+0.2% | Added |
| SeaCrest Wealth Management, LLC | 15,835 | $6.48M | 0.88% | −74−0.5% | Reduced |
| Calton & Associates, Inc. | 15,833 | $6.48M | 3.01% | −2,196−12.2% | Reduced |
| Aristides Capital LLC | 15,780 | $6.46M | 4.07% | +15,780 | New |
| Bedel Financial Consulting, Inc. | 15,716 | $6.43M | 1.57% | +358+2.3% | Added |
| Clifford Swan Investment Counsel LLC | 15,673 | $6.42M | 0.27% | −120−0.8% | Reduced |
| Victory Capital Management Inc | 15,663 | $6.41M | 0.01% | −63,058−80.1% | Reduced |
| Cresta Advisors, Ltd. | 15,644 | $6.40M | 4.98% | +15,644 | New |
| Nwam LLC | 15,636 | $6.40M | 0.65% | −7,223−31.6% | Reduced |
| GSB Wealth Management, LLC | 15,790 | $6.40M | 2.09% | +4,098+35.0% | Added |
| Global Financial Private Client, LLC | 15,532 | $6.38M | 3.29% | +1,215+8.5% | Added |
| JFS Wealth Advisors, LLC | 15,510 | $6.35M | 0.60% | −33−0.2% | Reduced |
| Oliver Luxxe Assets LLC | 15,491 | $6.34M | 1.67% | −191−1.2% | Reduced |
| Sturgeon Ventures LLP | 15,472 | $6.33M | 9.65% | −151−1.0% | Reduced |
| First National Bank of Omaha | 15,411 | $6.31M | 0.38% | −2,724−15.0% | Reduced |
| MAS Advisors LLC | 15,401 | $6.31M | 6.16% | +209+1.4% | Added |
| Van Leeuwen & Company, LLC | 15,348 | $6.28M | 4.22% | +2,531+19.7% | Added |
| Windham Capital Management, LLC | 15,347 | $6.28M | 2.50% | +246+1.6% | Added |
| Silverhawk Asset Management, LLC | 15,292 | $6.26M | 5.11% | −3,554−18.9% | Reduced |
| Capital Investment Advisory Services, LLC | 15,279 | $6.26M | 0.74% | −12,457−44.9% | Reduced |
| Accurate Wealth Management, LLC | 15,255 | $6.25M | 2.15% | −1,678−9.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 15,207 | $6.25M | 1.95% | +474+3.2% | Added |