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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Halpern Financial, Inc. | 10,951 | $4.48M | 1.61% | −30−0.3% | Reduced |
| Rebalance, LLC | 10,933 | $4.48M | 0.44% | +45+0.4% | Added |
| Aveo Capital Partners, LLC | 10,905 | $4.46M | 0.60% | −5,743−34.5% | Reduced |
| United Bank | 10,896 | $4.46M | 0.57% | −284−2.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 10,896 | $4.46M | 0.11% | −430−3.8% | Reduced |
| Vista Wealth Management Group, LLC | 10,790 | $4.42M | 0.48% | −237−2.1% | Reduced |
| Private Portfolio Partners LLC | 10,786 | $4.42M | 1.20% | −944−8.0% | Reduced |
| Blueprint Investment Partners LLC | 10,740 | $4.40M | 1.00% | −5,590−34.2% | Reduced |
| Consolidated Portfolio Review Corp | 10,737 | $4.40M | 1.19% | +10,737 | New |
| Bayesian Capital Management, LP | 10,700 | $4.38M | 0.54% | −203,000−95.0% | Reduced |
| State of Alaska, Department of Revenue | 10,688 | $4.38M | 0.05% | −12,386−53.7% | Reduced |
| White Pine Capital LLC | 10,624 | $4.35M | 1.69% | −296−2.7% | Reduced |
| American National Bank | 10,548 | $4.32M | 0.80% | −61−0.6% | Reduced |
| Legacy Wealth Management, Inc | 10,545 | $4.32M | 0.39% | +434+4.3% | Added |
| Audent Global Asset Management, LLC | 10,537 | $4.31M | 6.06% | +6,102+137.6% | Added |
| Rhumbline Advisers | 10,522 | $4.31M | 0.01% | +64+0.6% | Added |
| Veracity Capital LLC | 10,510 | $4.30M | 1.99% | −206−1.9% | Reduced |
| Pinnacle Bancorp, Inc. | 10,499 | $4.30M | 1.58% | −6−0.1% | Reduced |
| Morris Financial Concepts, Inc. | 10,478 | $4.29M | 3.02% | −85−0.8% | Reduced |
| Founders Capital Management | 10,466 | $4.29M | 3.28% | −90−0.9% | Reduced |
| Advisors Capital Management, LLC | 10,460 | $4.28M | 0.11% | −77,433−88.1% | Reduced |
| Chapin Davis, Inc. | 10,458 | $4.28M | 2.22% | +57+0.5% | Added |
| Leverty Financial Group, LLC | 10,440 | $4.27M | 3.35% | +99+1.0% | Added |
| Goldstone Financial Group, LLC | 10,395 | $4.26M | 1.40% | +10,395 | New |
| Ellevest, Inc. | 10,363 | $4.24M | 0.33% | −489−4.5% | Reduced |
| Cypress Financial Planning LLC | 10,323 | $4.24M | 2.58% | +357+3.6% | Added |
| Pacific Financial Group Inc | 10,357 | $4.24M | 3.20% | −44−0.4% | Reduced |
| LCNB Corp | 10,349 | $4.24M | 1.92% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 10,298 | $4.22M | 4.71% | −108−1.0% | Reduced |
| Roundview Capital LLC | 10,253 | $4.20M | 0.44% | +297+3.0% | Added |
| Rockland Trust Co | 10,252 | $4.20M | 0.26% | −635−5.8% | Reduced |
| Y.D. More Investments Ltd | 10,257 | $4.20M | 1.02% | +654+6.8% | Added |
| Lakeview Capital Partners, LLC | 10,175 | $4.19M | 1.30% | +974+10.6% | Added |
| Berger Financial Group, Inc | 10,243 | $4.19M | 0.50% | −2,152−17.4% | Reduced |
| Castellan Group, LLC | 10,096 | $4.13M | 2.82% | +319+3.3% | Added |
| Burns J W & Co Inc | 10,084 | $4.13M | 0.70% | +265+2.7% | Added |
| Well Done, LLC | 10,088 | $4.12M | 0.89% | −935−8.5% | Reduced |
| Colony Family Offices, LLC | 10,022 | $4.12M | 1.58% | +187+1.9% | Added |
| Round Rock Advisors, LLC | 10,054 | $4.12M | 1.58% | +15+0.1% | Added |
| Concentric Capital Strategies, LP | 10,049 | $4.11M | 1.38% | +4,544+82.5% | Added |
| Blue Fin Capital, Inc. | 10,147 | $4.11M | 1.33% | −74−0.7% | Reduced |
| Fusion Family Wealth LLC | 10,041 | $4.11M | 0.53% | −61−0.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 10,033 | $4.11M | 0.64% | −1,113−10.0% | Reduced |
| Highview Capital Management LLC | 10,030 | $4.11M | 2.37% | +484+5.1% | Added |
| Rollins Financial | 10,014 | $4.10M | 1.36% | −752−7.0% | Reduced |
| Teilinger Capital Ltd. | 10,000 | $4.09M | 1.70% | −10,000−50.0% | Reduced |
| Autumn Glory Partners, LLC | 9,991 | $4.09M | 3.50% | −3,330−25.0% | Reduced |
| Unionview, LLC | 9,988 | $4.09M | 3.84% | +972+10.8% | Added |
| Stevard, LLC | 9,983 | $4.09M | 3.84% | −133−1.3% | Reduced |
| Kearns & Associates LLC | 9,981 | $4.09M | 4.07% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 9,980 | $4.09M | 0.73% | −398−3.8% | Reduced |
| Charter Oak Capital Management, LLC | 9,970 | $4.08M | 0.57% | −172−1.7% | Reduced |
| Drexel Morgan & Co. | 9,966 | $4.08M | 1.03% | −1,295−11.5% | Reduced |
| S.A. Mason LLC | 9,933 | $4.07M | 2.95% | −831−7.7% | Reduced |
| Brown Shipley& Co Ltd | 10,036 | $4.05M | 2.61% | +10,036 | New |
| waypoint wealth counsel | 9,880 | $4.04M | 3.14% | +169+1.7% | Added |
| Parker Investment Management, LLC | 9,880 | $4.04M | 0.93% | −35,314−78.1% | Reduced |
| Wallington Asset Management, LLC | 9,843 | $4.03M | 0.81% | −119−1.2% | Reduced |
| Helen Stephens Group, LLC | 9,837 | $4.03M | 2.09% | +620+6.7% | Added |
| Private Ocean, LLC | 9,786 | $4.01M | 0.53% | +881+9.9% | Added |
| Cedar Brook Financial Partners, LLC | 9,785 | $4.01M | 1.03% | −125−1.3% | Reduced |
| Charter Trust Co | 9,761 | $4.00M | 0.32% | +205+2.1% | Added |
| David Loasby | 9,721 | $3.98M | 0.46% | +4,154+74.6% | Added |
| First County Bank | 9,703 | $3.97M | 1.95% | −15,086−60.9% | Reduced |
| TCI Wealth Advisors, Inc. | 9,690 | $3.97M | 0.51% | +3,159+48.4% | Added |
| CFM Wealth Partners LLC | 9,646 | $3.95M | 1.09% | +577+6.4% | Added |
| Defined Wealth Management, LLC | 9,623 | $3.94M | 3.68% | −394−3.9% | Reduced |
| Asset Advisors Investment Management, LLC | 9,606 | $3.93M | 0.51% | −20−0.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 9,604 | $3.93M | 0.17% | +174+1.8% | Added |
| Convergence Financial, LLC | 9,577 | $3.92M | 2.89% | +312+3.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 10,217 | $3.91M | 0.98% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 9,535 | $3.90M | 0.52% | −344−3.5% | Reduced |
| Buckingham Strategic Partners | 9,522 | $3.90M | 0.25% | −1,057−10.0% | Reduced |
| John W. Brooker & Co., CPAs | 9,413 | $3.89M | 2.58% | +66+0.7% | Added |
| TD Ameritrade Investment Management, LLC | 9,497 | $3.89M | 0.04% | −588−5.8% | Reduced |
| BlueSky Wealth Advisors, LLC | 9,476 | $3.88M | 0.80% | −303−3.1% | Reduced |
| Solstein Capital, LLC | 9,456 | $3.87M | 3.37% | +6,328+202.3% | Added |
| LWM Advisory Services, LLC | 9,451 | $3.87M | 4.13% | −38−0.4% | Reduced |
| Wimmer Associates 1, LLC | 9,364 | $3.87M | 2.47% | −385−3.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,438 | $3.86M | 2.40% | +9+0.1% | Added |
| Wealthsource Partners, LLC | 9,436 | $3.86M | 0.26% | −647−6.4% | Reduced |
| Overbrook Management Corp | 9,411 | $3.85M | 1.01% | −5,524−37.0% | Reduced |
| Second Half Financial Partners, LLC | 9,406 | $3.85M | 2.28% | −3,195−25.4% | Reduced |
| Capital World Investors | 9,529 | $3.85M | 0.00% | +1,611+20.3% | Added |
| Farmers & Merchants Investments Inc | 9,386 | $3.84M | 0.15% | −214−2.2% | Reduced |
| Valmark Advisers, Inc. | 9,369 | $3.84M | 0.08% | −456−4.6% | Reduced |
| WMS Partners, LLC | 9,368 | $3.84M | 0.34% | −1,880−16.7% | Reduced |
| Baron Wealth Management LLC | 9,357 | $3.83M | 2.71% | +29+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 9,318 | $3.81M | 0.52% | −754−7.5% | Reduced |
| Stephenson National Bank & Trust | 9,278 | $3.80M | 2.36% | −46−0.5% | Reduced |
| Garde Capital, Inc. | 9,266 | $3.79M | 0.42% | +87+0.9% | Added |
| MTM Investment Management, LLC | 9,197 | $3.77M | 1.93% | +87+1.0% | Added |
| Tower View Investment Management & Research LLC | 9,196 | $3.77M | 2.53% | −37−0.4% | Reduced |
| True North Advisors, LLC | 9,184 | $3.76M | 1.11% | −6,639−42.0% | Reduced |
| Flaharty Asset Management, LLC | 9,178 | $3.76M | 0.67% | −1,349−12.8% | Reduced |
| Bay Rivers Group | 9,177 | $3.76M | 3.28% | +79+0.9% | Added |
| Zions Bancorporation, N.A. | 9,157 | $3.75M | 0.32% | −260−2.8% | Reduced |
| Ledyard National Bank | 9,135 | $3.74M | 0.43% | −396−4.2% | Reduced |
| Raleigh Capital Management Inc. | 9,134 | $3.74M | 1.85% | +3,704+68.2% | Added |
| Millington Financial Advisors, LLC | 9,112 | $3.73M | 3.45% | +20.0% | Added |