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 |
|---|---|---|---|---|---|
| Grandfield & Dodd, LLC | 3,993 | $1.63M | 0.11% | −400−9.1% | Reduced |
| Oxbow Advisors, LLC | 3,992 | $1.63M | 0.29% | −110−2.7% | Reduced |
| Wambolt & Associates, LLC | 3,974 | $1.63M | 0.58% | −171−4.1% | Reduced |
| Headinvest, LLC | 3,989 | $1.63M | 0.36% | −14−0.3% | Reduced |
| Northstar Advisory Group, LLC | 3,987 | $1.63M | 1.22% | −728−15.4% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 3,985 | $1.63M | 1.20% | +2+0.1% | Added |
| LGT Financial Advisors LLC | 3,984 | $1.63M | 3.04% | +15+0.4% | Added |
| Westside Investment Management, Inc. | 3,973 | $1.63M | 0.48% | +99+2.6% | Added |
| Teamwork Financial Advisors, LLC | 3,967 | $1.62M | 0.30% | −4,125−51.0% | Reduced |
| Retirement Investment Advisors, Inc. | 3,966 | $1.62M | 0.29% | +1,983+100.0% | Added |
| First Commonwealth Financial Corp | 3,952 | $1.62M | 0.58% | −5−0.1% | Reduced |
| Northstar Group, Inc. | 3,952 | $1.62M | 0.41% | +554+16.3% | Added |
| Geneva Partners, LLC | 3,945 | $1.62M | 1.38% | +4+0.1% | Added |
| Sheets Smith Wealth Management | 3,943 | $1.61M | 0.25% | +72+1.9% | Added |
| Sculati Wealth Management, LLC | 3,938 | $1.61M | 0.86% | 00.0% | Unchanged |
| Sage Financial Group Inc | 3,933 | $1.61M | 0.18% | +25+0.6% | Added |
| Vaughan David Investments LLC | 3,933 | $1.61M | 0.05% | +100+2.6% | Added |
| Grey Street Capital, LLC | 3,922 | $1.61M | 1.13% | +3,922 | New |
| Abound Wealth Management | 3,912 | $1.60M | 0.72% | +154+4.1% | Added |
| Column Capital Advisors, LLC | 3,909 | $1.60M | 0.24% | +287+7.9% | Added |
| Parkside Investments, LLC | 3,904 | $1.60M | 0.30% | −45−1.1% | Reduced |
| Cape Investment Advisory, Inc. | 3,900 | $1.60M | 0.97% | +3,900 | New |
| Insight Wealth Strategies, LLC | 3,892 | $1.59M | 0.31% | +14+0.4% | Added |
| Droms Strauss Advisors Inc | 3,878 | $1.59M | 0.72% | +32+0.8% | Added |
| Coyle Financial Counsel LLC | 3,873 | $1.59M | 0.73% | −592−13.3% | Reduced |
| Black Diamond Financial, LLC | 3,867 | $1.58M | 0.52% | +102+2.7% | Added |
| Advisor Partners II, LLC | 3,858 | $1.58M | 0.09% | −1,872−32.7% | Reduced |
| Spotlight Asset Group, Inc. | 4,218 | $1.58M | 1.57% | +4,218 | New |
| McKinley Carter Wealth Services, Inc. | 3,854 | $1.58M | 0.12% | +175+4.8% | Added |
| Cambridge Advisors Inc. | 3,848 | $1.58M | 0.40% | +10.0% | Added |
| Agate Pass Investment Management, LLC | 3,840 | $1.57M | 1.03% | +34+0.9% | Added |
| Retirement Guys Formula LLC | 3,837 | $1.57M | 1.13% | +3,837 | New |
| Strata Wealth Advisors, LLC | 3,836 | $1.57M | 0.81% | −3−0.1% | Reduced |
| Wagner Wealth Management, LLC | 3,836 | $1.57M | 0.71% | +36+0.9% | Added |
| Barr E S & Co | 3,833 | $1.57M | 0.13% | −142−3.6% | Reduced |
| Quattro Financial Advisors LLC | 3,824 | $1.57M | 0.64% | −22,672−85.6% | Reduced |
| PBMares Wealth Management LLC | 3,824 | $1.57M | 0.58% | +1,706+80.5% | Added |
| Sebold Capital Management, Inc. | 3,819 | $1.56M | 1.23% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,805 | $1.56M | 0.15% | −1,437−27.4% | Reduced |
| Cottage Street Advisors LLC | 3,799 | $1.56M | 1.21% | +3,799 | New |
| MidWestOne Financial Group, Inc. | 3,792 | $1.55M | 0.35% | +1,347+55.1% | Added |
| First Personal Financial Services | 3,785 | $1.55M | 0.40% | −343−8.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,778 | $1.55M | 0.11% | +284+8.1% | Added |
| FMB Wealth Management | 3,775 | $1.55M | 1.84% | 00.0% | Unchanged |
| American Planning Services, Inc. | 3,772 | $1.54M | 1.05% | −15,835−80.8% | Reduced |
| MPS Loria Financial Planners, LLC | 3,768 | $1.54M | 0.62% | −239−6.0% | Reduced |
| Continuum Advisory, LLC | 5,102 | $1.54M | 0.26% | −247−4.6% | Reduced |
| Transparent Wealth Partners LLC | 3,754 | $1.54M | 1.12% | +146+4.0% | Added |
| Lee Danner & Bass Inc | 3,751 | $1.54M | 0.14% | −651−14.8% | Reduced |
| Betterment LLC | 3,741 | $1.53M | 0.00% | +204+5.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,727 | $1.53M | 1.02% | −538−12.6% | Reduced |
| Bank of Nova Scotia Trust Co | 3,720 | $1.52M | 0.17% | +15+0.4% | Added |
| FSM Wealth Advisors, LLC | 3,706 | $1.52M | 0.88% | +2,491+205.0% | Added |
| WealthPLAN Partners, LLC | 3,704 | $1.52M | 0.17% | −1,928−34.2% | Reduced |
| Archford Capital Strategies, LLC | 3,708 | $1.51M | 0.32% | 00.0% | Unchanged |
| JSF Financial, LLC | 3,689 | $1.51M | 0.56% | −485−11.6% | Reduced |
| Lokken Investment Group LLC | 3,683 | $1.51M | 1.15% | −16−0.4% | Reduced |
| SP Asset Management LLC | 3,669 | $1.50M | 0.18% | −6,586−64.2% | Reduced |
| Banta Asset Management LP | 3,695 | $1.50M | 1.74% | −5−0.1% | Reduced |
| Fir Tree Capital Management LP | 3,668 | $1.50M | 0.12% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,666 | $1.50M | 0.30% | +435+13.5% | Added |
| Tradition Wealth Management, LLC | 3,660 | $1.50M | 0.19% | +338+10.2% | Added |
| WealthShield Partners, LLC | 3,643 | $1.50M | 0.24% | +365+11.1% | Added |
| Juncture Wealth Strategies, LLC | 13,150 | $1.49M | 0.74% | +8,859+206.5% | Added |
| Alterna Wealth Management, Inc | 3,650 | $1.49M | 1.87% | −5,418−59.7% | Reduced |
| Traynor Capital Management, Inc. | 3,628 | $1.49M | 0.22% | −18−0.5% | Reduced |
| Summit Global Investments | 3,603 | $1.48M | 0.11% | +3+0.1% | Added |
| XML Financial, LLC | 3,589 | $1.47M | 0.18% | −45−1.2% | Reduced |
| Sentry LLC | 3,594 | $1.47M | 0.34% | +3,594 | New |
| Hyman Charles D | 3,593 | $1.47M | 0.10% | +989+38.0% | Added |
| Synergy Financial Management, LLC | 3,593 | $1.47M | 0.36% | −39−1.1% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $1.47M | 0.33% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 3,589 | $1.47M | 0.16% | +10.0% | Added |
| Oberweis Asset Management Inc | 3,587 | $1.47M | 0.23% | +13+0.4% | Added |
| Atlantic Union Bankshares Corp | 3,580 | $1.47M | 0.15% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 3,557 | $1.46M | 0.35% | −170−4.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,552 | $1.45M | 0.17% | +3,552 | New |
| Stoneridge Investment Partners LLC | 3,549 | $1.45M | 0.77% | +10+0.3% | Added |
| GW Henssler & Associates Ltd | 3,543 | $1.45M | 0.10% | −888−20.0% | Reduced |
| One Day In July LLC | 3,541 | $1.45M | 0.28% | −15−0.4% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,534 | $1.45M | 1.43% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 3,533 | $1.45M | 0.09% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 3,527 | $1.44M | 1.79% | +37+1.1% | Added |
| Logan Capital Management Inc | 3,525 | $1.44M | 0.07% | −13,269−79.0% | Reduced |
| Merriman Wealth Management, LLC | 3,510 | $1.44M | 0.07% | −426−10.8% | Reduced |
| Culbertson A N & Co Inc | 3,517 | $1.44M | 0.29% | −20−0.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,516 | $1.44M | 0.04% | −1,883−34.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 3,513 | $1.44M | 0.03% | −15−0.4% | Reduced |
| BCS Wealth Management | 3,509 | $1.44M | 0.65% | +285+8.8% | Added |
| Lantz Financial LLC | 3,509 | $1.44M | 0.60% | −110−3.0% | Reduced |
| Atomi Financial Group, Inc. | 3,505 | $1.43M | 0.80% | +3,505 | New |
| Clearwater Capital Advisors, LLC | 3,503 | $1.43M | 0.18% | −151−4.1% | Reduced |
| CoreFirst Bank & Trust | 3,500 | $1.43M | 1.04% | 00.0% | Unchanged |
| Goodman Financial Corp | 3,482 | $1.43M | 0.41% | +377+12.1% | Added |
| Whalerock Point Partners, LLC | 3,477 | $1.42M | 0.53% | +30+0.9% | Added |
| Yacktman Asset Management LP | 3,465 | $1.42M | 0.01% | −31,975−90.2% | Reduced |
| Marshall Financial Group LLC | 3,463 | $1.42M | 0.51% | −2,137−38.2% | Reduced |
| FinTrust Capital Advisors, LLC | 3,695 | $1.41M | 0.34% | −2,000−35.1% | Reduced |
| Palladiem, LLC | 3,448 | $1.41M | 1.50% | −5,394−61.0% | Reduced |
| Parker Financial LLC | 3,445 | $1.41M | 1.11% | +966+39.0% | Added |