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 |
|---|---|---|---|---|---|
| Colonial Trust Co | 6,377 | $2.61M | 0.66% | −186−2.8% | Reduced |
| Merrion Investment Management Co, LLC | 6,369 | $2.61M | 2.49% | −1,500−19.1% | Reduced |
| Amussen Hunsaker Associates LLC | 6,363 | $2.61M | 0.65% | −30,694−82.8% | Reduced |
| Peak Planning Group, LLC | 6,358 | $2.60M | 2.11% | −362−5.4% | Reduced |
| Forza Wealth Management, LLC | 6,356 | $2.60M | 1.34% | +140+2.3% | Added |
| Park National Corp | 6,348 | $2.60M | 0.12% | +18+0.3% | Added |
| Riggs Asset Managment Co. Inc. | 6,347 | $2.60M | 1.01% | +5,981+1,634.2% | Added |
| High Falls Advisors, Inc | 6,342 | $2.60M | 0.77% | −620−8.9% | Reduced |
| Highland Capital Management, LLC | 6,323 | $2.59M | 0.19% | −45−0.7% | Reduced |
| BCM Advisors, LLC | 6,227 | $2.59M | 0.70% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 6,320 | $2.59M | 0.07% | +10.0% | Added |
| Allegheny Financial Group LTD | 6,311 | $2.58M | 1.04% | −180−2.8% | Reduced |
| Abacus Planning Group, Inc. | 6,298 | $2.58M | 0.66% | +34+0.5% | Added |
| Cahill Financial Advisors Inc | 6,276 | $2.57M | 0.46% | +5+0.1% | Added |
| Monticello Wealth Management, LLC | 6,499 | $2.56M | 0.28% | 00.0% | Unchanged |
| Bank Ozk | 6,238 | $2.55M | 1.27% | −298−4.6% | Reduced |
| Clear Perspectives Financial Planning, LLC | 6,235 | $2.55M | 1.43% | +250+4.2% | Added |
| USAdvisors Wealth Management, LLC | 6,218 | $2.55M | 1.21% | −9−0.1% | Reduced |
| Mason Investment Advisory Services, Inc. | 6,200 | $2.54M | 0.23% | −82−1.3% | Reduced |
| Signature Securities Group Corporation | 6,180 | $2.54M | 0.92% | −736−10.6% | Reduced |
| Catalyst Private Wealth, LLC | 6,184 | $2.53M | 1.75% | −163−2.6% | Reduced |
| Vantage Investment Partners, LLC | 6,182 | $2.53M | 0.35% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 6,180 | $2.53M | 0.01% | −3,027−32.9% | Reduced |
| Everett Harris & Co | 6,171 | $2.53M | 0.04% | +10.0% | Added |
| Outlook Wealth Advisors, LLC | 6,163 | $2.52M | 1.12% | +5,149+507.8% | Added |
| JustInvest LLC | 6,162 | $2.52M | 0.09% | +3,580+138.7% | Added |
| LJI Wealth Management, LLC | 6,148 | $2.52M | 0.80% | +714+13.1% | Added |
| Highlander Partners, L.P. | 6,144 | $2.52M | 3.40% | 00.0% | Unchanged |
| Ulrich Consultants & Investment Group, LLC | 6,138 | $2.51M | 5.25% | −238−3.7% | Reduced |
| Center for Financial Planning, Inc. | 6,107 | $2.50M | 0.58% | −117−1.9% | Reduced |
| Arlington Partners LLC | 6,077 | $2.49M | 0.35% | +1,621+36.4% | Added |
| Gilbert & Cook, Inc. | 6,074 | $2.49M | 0.43% | −34−0.6% | Reduced |
| Rede Wealth, LLC | 6,072 | $2.49M | 1.30% | +9+0.1% | Added |
| Signet Financial Management, LLC | 6,068 | $2.48M | 0.42% | +36+0.6% | Added |
| Waters Parkerson & Co., LLC | 6,061 | $2.48M | 0.15% | −115−1.9% | Reduced |
| East Coast Asset Management, LLC. | 6,051 | $2.48M | 1.09% | −290−4.6% | Reduced |
| Menora Mivtachim Holdings Ltd. | 6,040 | $2.47M | 0.03% | +6,040 | New |
| McIlrath & Eck, LLC | 6,004 | $2.46M | 0.57% | −225−3.6% | Reduced |
| Scoggin Management LP | 6,000 | $2.46M | 3.58% | +3,500+140.0% | Added |
| Financial Perspectives, Inc | 5,996 | $2.45M | 1.17% | +3+0.1% | Added |
| High Probability Advisors, LLC | 5,996 | $2.45M | 0.57% | +1,982+49.4% | Added |
| Capital Asset Advisory Services LLC | 5,991 | $2.45M | 0.18% | −309−4.9% | Reduced |
| Armstrong Henry H Associates Inc | 5,989 | $2.45M | 0.30% | −195−3.2% | Reduced |
| Congress Park Capital LLC | 5,988 | $2.45M | 1.46% | +1,141+23.5% | Added |
| Logan Stone Capital, LLC | 5,987 | $2.45M | 0.97% | +5,987 | New |
| Souders Financial Advisors | 5,973 | $2.45M | 0.52% | +3,461+137.8% | Added |
| LaFleur & Godfrey LLC | 5,964 | $2.44M | 0.40% | +90+1.5% | Added |
| W Advisors, LLC | 5,949 | $2.44M | 2.01% | −5−0.1% | Reduced |
| Parkside Financial Bank & Trust | 5,944 | $2.43M | 0.65% | +1,442+32.0% | Added |
| Baldwin Brothers Inc | 5,943 | $2.43M | 0.21% | +743+14.3% | Added |
| Invst, LLC | 5,895 | $2.43M | 0.38% | +221+3.9% | Added |
| FDx Advisors, Inc. | 6,353 | $2.43M | 0.11% | 00.0% | Unchanged |
| Sterling Financial Group, Inc. | 6,328 | $2.42M | 1.86% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 5,901 | $2.42M | 1.41% | −3,468−37.0% | Reduced |
| Omnia Family Wealth, LLC | 5,873 | $2.41M | 1.86% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 5,893 | $2.41M | 0.16% | −270−4.4% | Reduced |
| Middleton & Co Inc | 5,892 | $2.41M | 0.35% | +443+8.1% | Added |
| Blankinship & Foster, LLC | 5,888 | $2.41M | 1.05% | −69−1.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 5,868 | $2.40M | 1.30% | −992−14.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 5,867 | $2.40M | 0.16% | −54−0.9% | Reduced |
| Tillman Hartley LLC | 5,851 | $2.40M | 1.02% | 00.0% | Unchanged |
| Selway Asset Management | 5,849 | $2.39M | 1.15% | +120+2.1% | Added |
| Paladin Advisory Group, LLC | 5,848 | $2.39M | 1.99% | +5,848 | New |
| Green Harvest Asset Management LLC | 5,842 | $2.39M | 0.10% | +1,882+47.5% | Added |
| North Star Asset Management Inc | 5,834 | $2.39M | 0.14% | −159−2.7% | Reduced |
| Acropolis Investment Management, LLC | 5,826 | $2.39M | 0.20% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 5,802 | $2.38M | 0.59% | −229−3.8% | Reduced |
| Harvest Investment Services, LLC | 5,801 | $2.38M | 1.84% | +400+7.4% | Added |
| BEAM Asset Management, LLC | 5,796 | $2.37M | 2.38% | +163+2.9% | Added |
| Baystate Wealth Management LLC | 5,781 | $2.37M | 0.21% | +502+9.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 5,780 | $2.37M | 0.91% | +5,780 | New |
| Sequent Asset Management, LLC | 5,748 | $2.35M | 2.67% | −2,650−31.6% | Reduced |
| Cohen Lawrence B | 5,741 | $2.35M | 1.58% | −481−7.7% | Reduced |
| AlphaCore Capital LLC | 5,740 | $2.35M | 0.62% | −18−0.3% | Reduced |
| Legacy Financial Strategies, LLC | 5,739 | $2.35M | 0.87% | +150+2.7% | Added |
| Libra Wealth LLC | 5,734 | $2.35M | 1.36% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 5,734 | $2.35M | 0.60% | −58−1.0% | Reduced |
| TrinityPoint Wealth, LLC | 5,714 | $2.34M | 0.50% | −7,460−56.6% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,711 | $2.34M | 0.85% | −127−2.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,681 | $2.33M | 0.34% | −92−1.6% | Reduced |
| ProVise Management Group, LLC | 5,677 | $2.32M | 0.22% | −374−6.2% | Reduced |
| Farmers National Bank | 5,657 | $2.32M | 0.82% | +90+1.6% | Added |
| Mitchell Sinkler & Starr | 5,655 | $2.32M | 0.68% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 5,650 | $2.31M | 0.94% | +109+2.0% | Added |
| Tennessee Valley Asset Management Partners | 5,645 | $2.31M | 0.75% | −290−4.9% | Reduced |
| BFT Financial Group, LLC | 5,642 | $2.31M | 0.34% | +5,642 | New |
| DB Wealth Management Group, LLC | 5,625 | $2.30M | 1.45% | −103−1.8% | Reduced |
| Cordatus Wealth Management LLC | 5,622 | $2.30M | 2.93% | +1,175+26.4% | Added |
| Denver Wealth Management, Inc. | 5,622 | $2.30M | 1.60% | −518−8.4% | Reduced |
| Austin Private Wealth, LLC | 5,619 | $2.30M | 0.37% | +1,330+31.0% | Added |
| Visionary Wealth Advisors | 5,611 | $2.30M | 0.19% | −13−0.2% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 5,604 | $2.29M | 3.09% | +803+16.7% | Added |
| Sittner & Nelson, LLC | 5,600 | $2.29M | 1.32% | 00.0% | Unchanged |
| City Holding Co | 5,599 | $2.29M | 0.41% | −220−3.8% | Reduced |
| Asset Allocation & Management Company, LLC | 5,594 | $2.29M | 0.92% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 5,590 | $2.29M | 0.71% | +5,590 | New |
| Insight Advisors, LLC | 5,584 | $2.29M | 0.54% | −343−5.8% | Reduced |
| Atom Investors LP | 5,584 | $2.29M | 1.24% | −7,441−57.1% | Reduced |
| WNY Asset Management, LLC | 5,569 | $2.28M | 0.54% | −199−3.5% | Reduced |
| Wealth Management Partners, LLC | 5,563 | $2.28M | 1.59% | −437−7.3% | Reduced |