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 |
|---|---|---|---|---|---|
| Northern Oak Wealth Management Inc | 5,548 | $2.27M | 0.27% | +121+2.2% | Added |
| Occidental Asset Management, LLC | 5,509 | $2.26M | 0.56% | −965−14.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 5,493 | $2.25M | 0.82% | −262−4.6% | Reduced |
| Financial Advisory Corp | 5,476 | $2.24M | 1.07% | −80−1.4% | Reduced |
| Ironwood Wealth Management, LLC. | 5,473 | $2.24M | 0.88% | −179−3.2% | Reduced |
| Marks Group Wealth Management, Inc | 5,459 | $2.23M | 0.29% | +360+7.1% | Added |
| Sky Investment Group LLC | – | $2.23M | 0.51% | – | – |
| Towerpoint Wealth, LLC | 5,454 | $2.23M | 1.28% | −9−0.2% | Reduced |
| Permanens Capital L.P. | 5,451 | $2.23M | 0.48% | −1,954−26.4% | Reduced |
| Intelligence Driven Advisers, LLC | 5,473 | $2.23M | 0.40% | +1,385+33.9% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 5,432 | $2.22M | 0.48% | −105−1.9% | Reduced |
| DHK Financial Advisors, Inc. | 5,411 | $2.22M | 2.76% | +5,411 | New |
| Marquette Asset Management, LLC | 5,424 | $2.22M | 0.59% | −12−0.2% | Reduced |
| SOA Wealth Advisors, LLC. | 5,422 | $2.22M | 0.55% | −6−0.1% | Reduced |
| Ironwood Investment Counsel, LLC | 5,406 | $2.21M | 0.53% | +148+2.8% | Added |
| Pier 88 Investment Partners LLC | 5,400 | $2.21M | 0.53% | +2,100+63.6% | Added |
| Harbour Capital Advisors, LLC | 5,394 | $2.21M | 0.67% | +15+0.3% | Added |
| Essex Savings Bank | 5,388 | $2.21M | 0.77% | −52−1.0% | Reduced |
| NVWM, LLC | 5,368 | $2.21M | 0.74% | −331−5.8% | Reduced |
| Parsons Capital Management Inc | 5,384 | $2.20M | 0.18% | +114+2.2% | Added |
| Willis Johnson & Associates, Inc. | 5,362 | $2.20M | 0.26% | −578−9.7% | Reduced |
| Charter Research & Investment Group, Inc. | 5,346 | $2.19M | 1.92% | +1,505+39.2% | Added |
| Financial Architects, Inc | 5,334 | $2.18M | 0.35% | −1,740−24.6% | Reduced |
| Wealth Advisors, Inc. | 5,327 | $2.18M | 1.04% | +162+3.1% | Added |
| White Knight Strategic Wealth Advisors, LLC | 5,326 | $2.18M | 2.74% | −702−11.6% | Reduced |
| Means Investment Co., Inc. | 5,319 | $2.18M | 0.38% | +7+0.1% | Added |
| Atlas Brown,Inc. | 5,319 | $2.18M | 1.00% | +713+15.5% | Added |
| HCR Wealth Advisors | 5,301 | $2.18M | 0.43% | +364+7.4% | Added |
| Affiance Financial, LLC | 5,307 | $2.17M | 1.15% | −3,455−39.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,306 | $2.17M | 0.52% | +49+0.9% | Added |
| Asset Management Group, Inc. | 5,276 | $2.16M | 0.48% | +7+0.1% | Added |
| Verus Financial Partners, Inc. | 5,292 | $2.14M | 0.29% | +20.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,235 | $2.14M | 1.73% | −24−0.5% | Reduced |
| Inspirion Wealth Advisors, LLC | 5,234 | $2.14M | 0.43% | +388+8.0% | Added |
| Kelly Financial Services LLC | 5,183 | $2.12M | 1.07% | +2,035+64.6% | Added |
| Symphony Financial, Ltd. Co. | 5,256 | $2.12M | 0.55% | −2,096−28.5% | Reduced |
| Compass Ion Advisors, LLC | 5,179 | $2.12M | 0.54% | −4,200−44.8% | Reduced |
| LMCG Investments, LLC | 5,176 | $2.12M | 0.14% | −12,470−70.7% | Reduced |
| Financial Network Wealth Management LLC | 5,174 | $2.12M | 1.05% | +123+2.4% | Added |
| Revolve Wealth Partners, LLC | 5,173 | $2.12M | 0.54% | −79−1.5% | Reduced |
| Gemmer Asset Management LLC | 5,169 | $2.12M | 0.31% | +239+4.8% | Added |
| Lawson Kroeker Investment Management Inc | 5,166 | $2.11M | 0.47% | +3,196+162.2% | Added |
| Rice Partnership, LLC | 5,156 | $2.11M | 0.63% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 5,151 | $2.11M | 0.39% | −741−12.6% | Reduced |
| Advanced Asset Management Advisors Inc | 5,146 | $2.11M | 0.51% | +9+0.2% | Added |
| InTrack Investment Management Inc | 5,138 | $2.10M | 1.92% | −24−0.5% | Reduced |
| Key Square Capital Management LLC | 5,124 | $2.10M | 2.06% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5,115 | $2.09M | 0.88% | −78−1.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,114 | $2.09M | 0.24% | −120−2.3% | Reduced |
| Hunting Hill Global Capital, LLC | 5,103 | $2.09M | 2.40% | +5,103 | New |
| Aldebaran Financial Inc. | 5,102 | $2.09M | 2.81% | −1,270−19.9% | Reduced |
| Leeward Financial Partners, LLC | 5,099 | $2.09M | 1.28% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 5,093 | $2.09M | 0.43% | −86−1.7% | Reduced |
| Anchor Investment Management, LLC | 5,090 | $2.08M | 0.28% | +55+1.1% | Added |
| Credential Qtrade Securities Inc. | 5,090 | $2.08M | 0.14% | −2,304−31.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 5,086 | $2.08M | 0.92% | −7−0.1% | Reduced |
| Capital Analysts, LLC | 5,086 | $2.08M | 0.12% | +826+19.4% | Added |
| Ironwood Financial, llc | 5,071 | $2.08M | 0.58% | +14+0.3% | Added |
| Summit Place Financial Advisors, LLC | 5,069 | $2.08M | 1.47% | +10+0.2% | Added |
| Home Federal Bank of Tennessee | 5,069 | $2.08M | 0.77% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 5,065 | $2.07M | 1.34% | −31−0.6% | Reduced |
| ZRC Wealth Management, LLC | 5,059 | $2.07M | 1.90% | +5,059 | New |
| Summit Financial Strategies, Inc. | 5,051 | $2.07M | 0.41% | −55−1.1% | Reduced |
| McAdam, LLC | 5,050 | $2.07M | 0.19% | +2,967+142.4% | Added |
| Watershed Private Wealth LLC | 5,049 | $2.07M | 1.40% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 5,043 | $2.06M | 0.64% | +20.0% | Added |
| Toth Financial Advisory Corp | 5,042 | $2.06M | 0.32% | −670−11.7% | Reduced |
| Pavion Blue Capital, LLC | 5,041 | $2.06M | 1.27% | +9+0.2% | Added |
| Peterson Wealth Services | 5,031 | $2.06M | 1.06% | −10−0.2% | Reduced |
| Cornerstone Advisory, LLC | 5,015 | $2.05M | 0.37% | +103+2.1% | Added |
| Duncker Streett & Co Inc | 4,993 | $2.04M | 0.49% | −11−0.2% | Reduced |
| Formidable Asset Management, LLC | 4,974 | $2.04M | 0.43% | −1,160−18.9% | Reduced |
| Index Fund Advisors, Inc. | 4,990 | $2.04M | 0.14% | −1,104−18.1% | Reduced |
| Epiq Partners, LLC | 4,984 | $2.04M | 1.41% | −105−2.1% | Reduced |
| Trail Ridge Investment Advisors, LLC | 4,981 | $2.04M | 1.33% | −257−4.9% | Reduced |
| Chesapeake Asset Management LLC | 4,961 | $2.04M | 1.86% | +4,961 | New |
| Erickson Financial Group, LLC | 4,962 | $2.03M | 2.02% | −101−2.0% | Reduced |
| Noesis Capital Mangement Corp | 4,957 | $2.03M | 0.51% | −125−2.5% | Reduced |
| Cadinha & Co LLC | 4,950 | $2.03M | 0.56% | −348−6.6% | Reduced |
| MV Capital Management, Inc. | 4,938 | $2.02M | 0.28% | −115−2.3% | Reduced |
| BHK Investment Advisors, LLC | 4,928 | $2.02M | 0.88% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 4,923 | $2.02M | 1.33% | +1,575+47.0% | Added |
| Spring Capital Management, LLC | 4,921 | $2.01M | 1.62% | +275+5.9% | Added |
| ML & R Wealth Management LLC | 4,919 | $2.01M | 0.54% | +32+0.7% | Added |
| Cahaba Wealth Management, Inc. | 4,918 | $2.01M | 0.23% | +334+7.3% | Added |
| Cooper/Haims Advisors, LLC | 4,911 | $2.01M | 1.61% | +11+0.2% | Added |
| Marshall & Sullivan Inc | 4,911 | $2.01M | 1.22% | −26−0.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,880 | $2.01M | 0.68% | +258+5.6% | Added |
| Beese Fulmer Investment Management, Inc. | 4,888 | $2.00M | 0.23% | +421+9.4% | Added |
| Jaffetilchin Investment Partners, LLC | 4,885 | $2.00M | 0.23% | −440−8.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,883 | $2.00M | 0.64% | +24+0.5% | Added |
| Strategic Wealth Partners, Ltd. | 4,880 | $2.00M | 0.31% | +133+2.8% | Added |
| Joseph P. Lucia & Associates, LLC | 4,878 | $2.00M | 1.39% | −18−0.4% | Reduced |
| Searle & Co. | 4,800 | $2.00M | 0.65% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 4,871 | $1.99M | 0.89% | −3,614−42.6% | Reduced |
| SMI Advisory Services, LLC | 5,212 | $1.99M | 0.67% | +1,300+33.2% | Added |
| Verus Capital Partners, LLC | 4,861 | $1.99M | 0.31% | +2,106+76.4% | Added |
| Arcus Capital Partners, LLC | 4,861 | $1.99M | 0.68% | −11,576−70.4% | Reduced |
| Compass Wealth Management LLC | 4,859 | $1.99M | 0.63% | −55−1.1% | Reduced |
| Private Wealth Group, LLC | 4,852 | $1.99M | 2.73% | 00.0% | Unchanged |