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 |
|---|---|---|---|---|---|
| Covenant Asset Management, LLC | 7,712 | $3.16M | 1.03% | −216−2.7% | Reduced |
| Sunesis Advisors, LLC | 7,699 | $3.15M | 2.27% | +2,751+55.6% | Added |
| Northwest Bancshares, Inc. | 7,689 | $3.15M | 0.61% | −289−3.6% | Reduced |
| Raffa Wealth Management, LLC | 7,676 | $3.14M | 1.14% | +7+0.1% | Added |
| Moneda S.A. Administradora General de Fondos | 7,670 | $3.14M | 3.55% | −68−0.9% | Reduced |
| Innova Wealth Partners | 7,654 | $3.13M | 2.75% | +2,826+58.5% | Added |
| Panagora Asset Management Inc | 7,643 | $3.13M | 0.02% | −8,650−53.1% | Reduced |
| HGI Capital Management, LLC | 7,639 | $3.13M | 2.07% | −10,833−58.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,637 | $3.13M | 0.04% | −506−6.2% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 7,637 | $3.13M | 2.46% | +12+0.2% | Added |
| Ci Investments Inc. | 7,606 | $3.11M | 0.02% | −49,605−86.7% | Reduced |
| Pictet Bank & Trust Ltd | 7,567 | $3.10M | 2.16% | +49+0.7% | Added |
| Asset Dedication, LLC | 7,524 | $3.08M | 0.29% | −467−5.8% | Reduced |
| Baldwin Investment Management, LLC | 7,485 | $3.06M | 0.54% | 00.0% | Unchanged |
| Chicago Capital, LLC | 7,473 | $3.06M | 0.15% | −895−10.7% | Reduced |
| Harbor Investment Advisory, LLC | 7,458 | $3.05M | 0.46% | −879−10.5% | Reduced |
| Pasadena Private Wealth, LLC | 7,434 | $3.04M | 0.88% | −25−0.3% | Reduced |
| AtlasMark Financial, Inc | 7,430 | $3.04M | 3.99% | +7,430 | New |
| AlphaStar Capital Management, LLC | 7,726 | $3.04M | 0.26% | +3,136+68.3% | Added |
| DHJJ Financial Advisors, Ltd. | 7,403 | $3.03M | 1.64% | −170−2.2% | Reduced |
| Lockerman Financial Group, Inc. | 7,390 | $3.03M | 8.33% | +417+6.0% | Added |
| Resolute Wealth Strategies, LLC | 7,382 | $3.02M | 2.57% | +7,382 | New |
| Thoroughbred Financial Services, LLC | 7,362 | $3.01M | 0.45% | −2,321−24.0% | Reduced |
| Laurel Wealth Planning LLC | 7,322 | $3.00M | 1.99% | −1,605−18.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 7,316 | $2.99M | 2.93% | −109−1.5% | Reduced |
| Pacitti Group Inc. | 7,303 | $2.99M | 2.19% | +188+2.6% | Added |
| Hengehold Capital Management LLC | 7,302 | $2.99M | 0.41% | −113−1.5% | Reduced |
| Sage Mountain Advisors LLC | 7,274 | $2.98M | 0.48% | +791+12.2% | Added |
| Nixon Peabody Trust Co | 7,252 | $2.97M | 2.08% | −132−1.8% | Reduced |
| Woodstock Corp | 7,239 | $2.96M | 0.38% | −660−8.4% | Reduced |
| Western Asset Management Company, LLC | 7,236 | $2.96M | 1.42% | −162−2.2% | Reduced |
| Boston Research & Management Inc | 7,235 | $2.96M | 0.88% | +87+1.2% | Added |
| Jackson Hole Capital Partners, LLC | 7,232 | $2.96M | 0.78% | +321+4.6% | Added |
| Moreno Evelyn V | 7,210 | $2.95M | 0.67% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 7,147 | $2.93M | 0.20% | −5,096−41.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 7,086 | $2.90M | 1.85% | +30.0% | Added |
| Boston Trust Walden Corp | 7,066 | $2.89M | 0.02% | 00.0% | Unchanged |
| Platform Technology Partners | 7,060 | $2.89M | 1.43% | −120−1.7% | Reduced |
| Capstone Financial Advisors, Inc. | 7,032 | $2.88M | 0.23% | +140+2.0% | Added |
| Spence Asset Management | 7,029 | $2.88M | 0.92% | −1,249−15.1% | Reduced |
| Austin Asset Management Co Inc | 7,019 | $2.87M | 0.92% | +121+1.8% | Added |
| First PREMIER Bank | 7,000 | $2.87M | 0.84% | +85+1.2% | Added |
| Lifeworks Advisors, LLC | 6,997 | $2.86M | 1.36% | −94,723−93.1% | Reduced |
| Hassell Wealth Management, LLC | 7,048 | $2.86M | 2.10% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 6,966 | $2.85M | 0.95% | −90−1.3% | Reduced |
| Bray Capital Advisors | 6,953 | $2.85M | 0.83% | +7+0.1% | Added |
| Phillips Financial Management, LLC | 6,928 | $2.84M | 0.27% | +16+0.2% | Added |
| Strait & Sound Wealth Management LLC | 6,922 | $2.83M | 2.82% | −278−3.9% | Reduced |
| Signature Wealth Management Partners, LLC | 6,921 | $2.83M | 2.63% | −32−0.5% | Reduced |
| Hyperion Partners, LLC | 6,907 | $2.83M | 2.54% | +22+0.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,991 | $2.82M | 0.74% | −133−1.9% | Reduced |
| Arrowroot Family Office, LLC | 6,868 | $2.81M | 2.40% | +6,868 | New |
| Fragasso Group Inc. | 6,854 | $2.81M | 0.32% | −47−0.7% | Reduced |
| Delta Investment Management, LLC | 6,848 | $2.80M | 0.80% | −36−0.5% | Reduced |
| Northwest Capital Management Inc | 6,823 | $2.79M | 1.36% | −625−8.4% | Reduced |
| Texas Capital Bancshares Inc | 6,811 | $2.79M | 1.74% | −30−0.4% | Reduced |
| Cubic Asset Management, LLC | 6,806 | $2.79M | 0.78% | −142−2.0% | Reduced |
| Coastal Investment Advisors, Inc. | 6,794 | $2.78M | 0.68% | −193−2.8% | Reduced |
| Sonora Investment Management Group, LLC | 6,782 | $2.78M | 0.24% | +630+10.2% | Added |
| Key Client Fiduciary Advisors, LLC | 6,772 | $2.77M | 1.73% | +266+4.1% | Added |
| Forbes Financial Planning, Inc. | 6,764 | $2.77M | 2.72% | +87+1.3% | Added |
| Waterfront Wealth Inc. | 6,762 | $2.77M | 0.90% | +10.0% | Added |
| Rappaport Reiches Capital Management, LLC | 6,757 | $2.77M | 1.23% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 6,752 | $2.76M | 0.63% | −338−4.8% | Reduced |
| Prosperity Planning, Inc. | 6,747 | $2.76M | 1.20% | −462−6.4% | Reduced |
| Heritage Investment Group, Inc. | 6,730 | $2.75M | 0.84% | −30−0.4% | Reduced |
| Howard Wealth Management, LLC | 6,702 | $2.74M | 2.29% | +123+1.9% | Added |
| ForthRight Wealth Management, LLC | 6,700 | $2.74M | 1.26% | −20−0.3% | Reduced |
| D L Carlson Investment Group Inc | 6,699 | $2.74M | 0.62% | −350−5.0% | Reduced |
| L.M. Kohn & Company | 6,698 | $2.74M | 1.14% | +1,221+22.3% | Added |
| Plancorp, LLC | 6,691 | $2.74M | 0.15% | +7+0.1% | Added |
| Baker Ellis Asset Management LLC | 6,686 | $2.74M | 0.49% | +295+4.6% | Added |
| Private Capital Management, LLC | 6,681 | $2.74M | 0.33% | +181+2.8% | Added |
| Kelman-Lazarov, Inc. | 6,642 | $2.72M | 0.71% | −51−0.8% | Reduced |
| Upper Left Wealth Management, LLC | 6,623 | $2.71M | 3.08% | −125−1.9% | Reduced |
| Beacon Financial Advisory LLC | 6,620 | $2.71M | 1.72% | +672+11.3% | Added |
| Madison Wealth Management | 6,616 | $2.71M | 0.59% | −109−1.6% | Reduced |
| Burney Co | 6,615 | $2.71M | 0.13% | +618+10.3% | Added |
| Pioneer Trust Bank N A | 6,604 | $2.70M | 0.80% | −65−1.0% | Reduced |
| Sandy Cove Advisors, LLC | 6,602 | $2.70M | 1.96% | +97+1.5% | Added |
| Price T Rowe Associates Inc | 6,583 | $2.70M | 0.00% | +672+11.4% | Added |
| BNC Wealth Management, LLC | 6,581 | $2.69M | 1.50% | −470−6.7% | Reduced |
| Independent Advisor Alliance | 6,572 | $2.69M | 0.13% | −791−10.7% | Reduced |
| Cahill Wealth Management, LLC | 6,572 | $2.69M | 1.99% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 6,552 | $2.68M | 0.98% | −379−5.5% | Reduced |
| LWS Wealth Advisors, Inc. | 6,537 | $2.68M | 1.10% | −870−11.7% | Reduced |
| Capital Insight Partners, LLC | 6,505 | $2.66M | 0.63% | +6,505 | New |
| Centennial Bank | 6,483 | $2.65M | 1.73% | −1,011−13.5% | Reduced |
| Silvant Capital Management LLC | 6,445 | $2.65M | 0.17% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 6,467 | $2.65M | 0.76% | −521−7.5% | Reduced |
| Man Group plc | – | $2.65M | 0.01% | – | New |
| Cape Cod Five Cents Savings Bank | 6,462 | $2.65M | 0.29% | −28−0.4% | Reduced |
| SOL Capital Management CO | 6,459 | $2.64M | 0.43% | 00.0% | Unchanged |
| American State Bank (Iowa) | 6,450 | $2.64M | 1.93% | 00.0% | Unchanged |
| Rossmore Private Capital | 6,438 | $2.64M | 0.41% | −279−4.2% | Reduced |
| EverSource Wealth Advisors, LLC | 6,430 | $2.63M | 0.33% | +794+14.1% | Added |
| Tompkins Financial Corp | 6,425 | $2.63M | 0.43% | +308+5.0% | Added |
| EPIQ Capital Group, LLC | 6,391 | $2.63M | 1.38% | +466+7.9% | Added |
| Carlson Capital Management | 6,386 | $2.61M | 0.17% | −75−1.2% | Reduced |
| Kalos Management, Inc. | 6,380 | $2.61M | 5.24% | +536+9.2% | Added |