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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 3,437 | $1.41M | 0.01% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 3,426 | $1.40M | 0.07% | +61+1.8% | Added |
| Investmark Advisory Group LLC | 3,425 | $1.40M | 1.03% | +78+2.3% | Added |
| Investment Advisory Services Inc | 3,394 | $1.39M | 0.68% | +8+0.2% | Added |
| Sterling Investment Advisors, Ltd. | 3,393 | $1.39M | 0.47% | +63+1.9% | Added |
| RTD Financial Advisors, Inc. | 3,387 | $1.39M | 0.21% | −64−1.9% | Reduced |
| Trevian Wealth Management LLC | 3,385 | $1.39M | 1.30% | +10.0% | Added |
| Staley Capital Advisers Inc | 3,380 | $1.38M | 0.08% | +271+8.7% | Added |
| Sabal Trust CO | 3,375 | $1.38M | 0.10% | +71+2.1% | Added |
| Hemington Wealth Management | 3,373 | $1.38M | 0.56% | −24−0.7% | Reduced |
| Cranbrook Wealth Management, LLC | 3,370 | $1.38M | 0.39% | 00.0% | Unchanged |
| Hutchinson Capital Management | 3,369 | $1.38M | 0.36% | −25−0.7% | Reduced |
| Laird Norton Trust Company, LLC | 3,356 | $1.38M | 0.17% | −95−2.8% | Reduced |
| Annapolis Financial Services, LLC | 3,365 | $1.38M | 0.42% | +39+1.2% | Added |
| Opal Wealth Advisors, LLC | 3,365 | $1.38M | 0.80% | +83+2.5% | Added |
| National Wealth Management Group, LLC | 3,333 | $1.37M | 1.57% | −692−17.2% | Reduced |
| Ascent Group, LLC | 3,348 | $1.37M | 0.15% | +28+0.8% | Added |
| HC Advisors, LLC | 3,344 | $1.37M | 0.85% | +3+0.1% | Added |
| Maple Capital Management, Inc. | 3,342 | $1.37M | 0.17% | +91+2.8% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,340 | $1.37M | 0.98% | +10.0% | Added |
| Red Wave Investments LLC | 3,339 | $1.37M | 0.57% | +26+0.8% | Added |
| Endurance Wealth Management, Inc. | 3,331 | $1.36M | 0.19% | −431−11.5% | Reduced |
| Family Asset Management, LLC | 3,330 | $1.36M | 1.00% | −35−1.0% | Reduced |
| 360 Financial, Inc. | 3,326 | $1.36M | 0.72% | −502−13.1% | Reduced |
| Balentine LLC | 3,310 | $1.36M | 0.05% | +291+9.6% | Added |
| Sinecera Capital, LLC | 3,297 | $1.35M | 1.45% | 00.0% | Unchanged |
| Compass Financial Advisors LLC | 3,309 | $1.35M | 1.72% | +5+0.2% | Added |
| TFC Financial Management | 3,307 | $1.35M | 0.35% | +1,725+109.0% | Added |
| Garner Asset Management Corp | 3,305 | $1.35M | 0.64% | +180+5.8% | Added |
| Bill Few Associates, Inc. | 3,300 | $1.35M | 0.75% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 3,288 | $1.35M | 0.54% | +3,288 | New |
| Janney Capital Management LLC | 3,287 | $1.35M | 0.10% | −67,317−95.3% | Reduced |
| Violich Capital Management, Inc. | 3,283 | $1.34M | 0.23% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 3,273 | $1.34M | 0.44% | +117+3.7% | Added |
| WESCAP Management Group, Inc. | 3,273 | $1.34M | 0.47% | −411−11.2% | Reduced |
| Fairview Capital Investment Management, LLC | 3,272 | $1.34M | 0.09% | −578−15.0% | Reduced |
| Kornitzer Capital Management Inc | 3,265 | $1.34M | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,258 | $1.33M | 0.15% | −11,584−78.0% | Reduced |
| EPG Wealth Management LLC | 3,253 | $1.33M | 0.42% | +130+4.2% | Added |
| Curi Capital | 3,253 | $1.33M | 0.19% | +293+9.9% | Added |
| Semus Wealth Partners LLC | 3,250 | $1.33M | 1.43% | +668+25.9% | Added |
| 9258 Wealth Management, LLC | 3,250 | $1.33M | 0.27% | −214−6.2% | Reduced |
| Prosperity Consulting Group, LLC | 3,244 | $1.33M | 0.84% | +13+0.4% | Added |
| Cedrus LLC | 3,244 | $1.33M | 0.93% | −29−0.9% | Reduced |
| Gilman Hill Asset Management, LLC | 3,243 | $1.33M | 0.27% | +40+1.2% | Added |
| Randolph Co Inc | 3,240 | $1.33M | 0.19% | −10−0.3% | Reduced |
| WealthBridge Investment Counsel Inc. | 3,239 | $1.33M | 0.59% | −150−4.4% | Reduced |
| McBroom & Associates, LLC | 3,237 | $1.33M | 1.19% | −501−13.4% | Reduced |
| Welch Group, LLC | 3,229 | $1.32M | 0.08% | −3,064−48.7% | Reduced |
| Heritage Investors Management Corp | 3,227 | $1.32M | 0.06% | +388+13.7% | Added |
| Widmann Financial Services, Inc. | 3,223 | $1.32M | 1.33% | +270+9.1% | Added |
| Edgar Lomax Co | 3,223 | $1.32M | 0.08% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 3,223 | $1.32M | 0.14% | +5+0.2% | Added |
| Front Row Advisors LLC | 3,211 | $1.32M | 0.63% | −718−18.3% | Reduced |
| Cowa, LLC | 156,229 | $1.31M | 1.07% | +152,647+4,261.5% | Added |
| Richard W. Paul & Associates, LLC | 3,204 | $1.31M | 0.60% | +513+19.1% | Added |
| Coppell Advisory Solutions LLC | 3,240 | $1.31M | 0.45% | +1,096+51.1% | Added |
| Coppell Advisory Solutions Corp. | 3,240 | $1.31M | 0.45% | +1,096+51.1% | Added |
| Congress Asset Management Co | 3,199 | $1.31M | 0.01% | −16,928−84.1% | Reduced |
| Michael B. Yongue | 3,199 | $1.31M | 1.25% | −53−1.6% | Reduced |
| Breakwater Capital Group | 3,193 | $1.31M | 0.55% | +226+7.6% | Added |
| Ballast Advisors LLC | 3,192 | $1.31M | 0.52% | −438−12.1% | Reduced |
| Tranquility Partners, LLC | 3,187 | $1.30M | 0.62% | −754−19.1% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,183 | $1.30M | 0.34% | −1,500−32.0% | Reduced |
| Shaker Investments LLC | 3,181 | $1.30M | 0.73% | +27+0.9% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,166 | $1.30M | 0.31% | +1,471+86.8% | Added |
| Renaissance Investment Group LLC | 3,161 | $1.29M | 0.36% | −3−0.1% | Reduced |
| Confluence Wealth Services, Inc. | 3,159 | $1.29M | 0.30% | +213+7.2% | Added |
| PFS Investments Inc. | 3,153 | $1.29M | 0.02% | −702−18.2% | Reduced |
| McMillion Capital Management Inc | 3,140 | $1.29M | 1.21% | −95−2.9% | Reduced |
| Delta Asset Management LLC | 3,132 | $1.28M | 0.13% | +51+1.7% | Added |
| River Wealth Advisors LLC | 3,116 | $1.28M | 0.23% | −201−6.1% | Reduced |
| Citizens & Northern Corp | 3,105 | $1.27M | 0.50% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 3,101 | $1.27M | 0.82% | −30−1.0% | Reduced |
| Manchester Financial Inc | 3,091 | $1.27M | 0.37% | −20,360−86.8% | Reduced |
| Plotkin Financial Advisors, LLC | 3,079 | $1.26M | 1.17% | +68+2.3% | Added |
| Lumbard & Kellner, LLC | 3,054 | $1.26M | 0.63% | 00.0% | Unchanged |
| Greenfield Savings Bank | 3,071 | $1.26M | 0.82% | −107−3.4% | Reduced |
| Ayrshire Capital Management LLC | 3,068 | $1.26M | 0.86% | −35−1.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 3,063 | $1.25M | 0.61% | −712−18.9% | Reduced |
| CFS Investment Advisory Services, LLC | 3,064 | $1.25M | 0.23% | −8−0.3% | Reduced |
| Standard Life Aberdeen plc | 3,055 | $1.25M | 0.00% | −735−19.4% | Reduced |
| Hanson & Doremus Investment Management | 3,050 | $1.25M | 0.28% | −1,231−28.8% | Reduced |
| Little House Capital LLC | 3,043 | $1.25M | 0.59% | −19,486−86.5% | Reduced |
| Curran Financial Partners, LLC | 3,037 | $1.24M | 0.59% | +56+1.9% | Added |
| Leith Wheeler Investment Counsel Ltd. | 3,036 | $1.24M | 0.18% | −5−0.2% | Reduced |
| Prosperity Wealth Management, Inc. | 3,031 | $1.24M | 1.01% | +215+7.6% | Added |
| Triton Wealth Management, PLLC | 2,855 | $1.23M | 0.76% | −1,881−39.7% | Reduced |
| Meridian Financial, LLC | 3,004 | $1.23M | 1.20% | −50−1.6% | Reduced |
| Chartwell Investment Partners, LLC | 3,003 | $1.23M | 0.05% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 3,002 | $1.23M | 0.15% | +9+0.3% | Added |
| BlueCrest Capital Management Ltd | 3,000 | $1.23M | 0.13% | −2,950−49.6% | Reduced |
| Nordwand Advisors, LLC | 3,000 | $1.23M | 0.20% | +60+2.0% | Added |
| HITE Hedge Asset Management LLC | 3,000 | $1.23M | 0.09% | +3,000 | New |
| Hunter Perkins Capital Management, LLC | – | $1.23M | 0.29% | – | New |
| Professional Advisory Services Inc | 2,988 | $1.22M | 0.19% | −4−0.1% | Reduced |
| Manhattan West Asset Management, LLC | 2,985 | $1.22M | 0.53% | −63−2.1% | Reduced |
| Safeguard Financial, LLC | 2,986 | $1.22M | 0.74% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 2,968 | $1.22M | 0.21% | −88−2.9% | Reduced |
| Liberty Capital Management, Inc. | 2,961 | $1.21M | 0.40% | +1,112+60.1% | Added |