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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Wolverine Asset Management LLC | 264,965 | $108.5M | 1.92% | +264,965 | New |
| Conservest Capital Advisors, Inc. | 261,730 | $107.1M | 12.78% | +1,133+0.4% | Added |
| New England Asset Management Inc | 255,859 | $104.7M | 15.60% | −8,885−3.4% | Reduced |
| Perella Weinberg Partners Capital Management LP | 255,262 | $104.5M | 12.84% | −64,615−20.2% | Reduced |
| Gainplan LLC | 255,120 | $104.4M | 66.66% | +249,918+4,804.3% | Added |
| Vontobel Holding Ltd. | 253,038 | $103.6M | 0.96% | +25,790+11.3% | Added |
| Sawtooth Solutions, LLC | 252,158 | $103.2M | 2.71% | +242,142+2,417.6% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 253,624 | $102.8M | 8.29% | +19,838+8.5% | Added |
| J.Safra Asset Management Corp | 249,816 | $102.3M | 16.16% | −135,911−35.2% | Reduced |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 246,428 | $100.9M | 6.28% | +14,180+6.1% | Added |
| Alesco Advisors LLC | 246,299 | $100.8M | 3.71% | −1,524−0.6% | Reduced |
| Allworth Financial LP | 244,375 | $100.0M | 1.00% | −11,603−4.5% | Reduced |
| Neuberger Berman Group LLC | 241,709 | $99.0M | 0.09% | −72,624−23.1% | Reduced |
| Teramo Advisors, LLC | 240,000 | $98.3M | 53.92% | +10,000+4.3% | Added |
| Little Harbor Advisors, LLC | 235,649 | $96.5M | 96.00% | −77,182−24.7% | Reduced |
| West Financial Advisors, LLC | 234,788 | $96.1M | 25.15% | +3,240+1.4% | Added |
| Hills Bank & Trust Co | 232,419 | $95.2M | 13.17% | +215+0.1% | Added |
| PPSC Investment Service Corp | 232,300 | $95.1M | 23.65% | +27,300+13.3% | Added |
| Washington Trust Co | 231,221 | $94.7M | 4.26% | +8,461+3.8% | Added |
| Welch Capital Partners LLC | 228,024 | $93.4M | 27.98% | −361−0.2% | Reduced |
| Metropolitan Life Insurance Co | 227,948 | $93.3M | 4.79% | −31,500−12.1% | Reduced |
| CIBC Asset Management Inc | 227,532 | $93.1M | 0.38% | −8,218−3.5% | Reduced |
| SCS Capital Management LLC | 225,706 | $92.7M | 2.73% | −6,329−2.7% | Reduced |
| Jana Partners LLC | 226,533 | $92.7M | 7.02% | +110,100+94.6% | Added |
| Performa Ltd (US), LLC | 226,532 | $92.7M | 48.52% | 00.0% | Unchanged |
| Commerce Bank | 226,344 | $92.7M | 0.73% | −406−0.2% | Reduced |
| Bank of Hawaii | 226,307 | $92.6M | 5.38% | −1,322−0.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 224,869 | $92.1M | 27.58% | +8,170+3.8% | Added |
| Manchester Capital Management LLC | 224,810 | $92.0M | 12.04% | −2,531−1.1% | Reduced |
| Berkshire Money Management, Inc. | 224,273 | $91.8M | 13.92% | +1,833+0.8% | Added |
| Ballentine Partners, LLC | 221,395 | $90.6M | 2.28% | −2,499−1.1% | Reduced |
| Main Management Fund Advisors LLC | 219,900 | $90.0M | 39.24% | +57,000+35.0% | Added |
| Lake Street Advisors Group, LLC | 218,983 | $89.7M | 5.54% | +787+0.4% | Added |
| Industrial Alliance Investment Management Inc. | 218,900 | $89.6M | 2.49% | +45,304+26.1% | Added |
| Atria Wealth Solutions, Inc. | 218,487 | $89.6M | 1.33% | +17,322+8.6% | Added |
| Old National Bancorp | 215,779 | $88.3M | 2.70% | +7,217+3.5% | Added |
| Benin Management CORP | 215,281 | $88.1M | 33.45% | −2,279−1.0% | Reduced |
| Edge Capital Group, LLC | 213,734 | $87.5M | 5.39% | −3,352−1.5% | Reduced |
| Banco Santander, S.A. | 213,519 | $87.4M | 1.29% | −27,978−11.6% | Reduced |
| First Horizon Advisors, Inc. | 213,127 | $87.3M | 3.12% | −2,412−1.1% | Reduced |
| Bailard, Inc. | 208,609 | $85.4M | 3.06% | +160,494+333.6% | Added |
| Stairway Partners, LLC | 208,537 | $85.4M | 7.40% | +4,640+2.3% | Added |
| Greenwich Wealth Management LLC | 208,157 | $85.2M | 9.30% | −1,032−0.5% | Reduced |
| Connectus Wealth, LLC | 205,262 | $84.0M | 2.07% | +30,157+17.2% | Added |
| Peapack Gladstone Financial Corp | 203,685 | $83.2M | 1.58% | +4,511+2.3% | Added |
| Beacon Capital Management, LLC | 202,885 | $82.9M | 24.21% | +11,661+6.1% | Added |
| Webster Bank, N. A. | 201,581 | $82.5M | 10.76% | +1,427+0.7% | Added |
| Stock Yards Bank & Trust Co | 201,120 | $82.3M | 3.16% | −27,056−11.9% | Reduced |
| Shepherd Financial Partners LLC | 201,022 | $82.3M | 13.76% | −9,697−4.6% | Reduced |
| Madison Asset Management, LLC | 201,017 | $82.3M | 1.25% | −44,159−18.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 199,814 | $81.8M | 0.70% | +109,344+120.9% | Added |
| Csenge Advisory Group | 198,038 | $81.1M | 5.85% | +12,061+6.5% | Added |
| Cullen/Frost Bankers, Inc. | 196,030 | $80.3M | 1.47% | −9,752−4.7% | Reduced |
| CWM, LLC | 193,787 | $79.3M | 0.54% | −57,674−22.9% | Reduced |
| Curtis Advisory Group, LLC | 192,319 | $78.7M | 28.76% | +1,173+0.6% | Added |
| GenTrust, LLC | 189,506 | $77.9M | 5.61% | −585−0.3% | Reduced |
| Pinnacle Associates Ltd | 189,453 | $77.6M | 1.59% | −3,807−2.0% | Reduced |
| Stephens Inc | 188,408 | $77.1M | 1.48% | −3,188−1.7% | Reduced |
| Cetera Investment Advisers | 186,650 | $76.4M | 0.67% | −4,317−2.3% | Reduced |
| Capstone Investment Advisors, LLC | 185,773 | $76.1M | 2.35% | −143,120−43.5% | Reduced |
| Eastern Bank | 185,063 | $75.8M | 3.81% | −71,726−27.9% | Reduced |
| MCF Advisors LLC | 184,533 | $75.7M | 7.06% | −973−0.5% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 183,973 | $75.3M | 19.38% | +12,953+7.6% | Added |
| Dimension Capital Management LLC | 183,744 | $75.2M | 17.23% | −13,856−7.0% | Reduced |
| Montag A & Associates Inc | 181,126 | $74.4M | 4.87% | −3,887−2.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 181,501 | $74.3M | 1.19% | +31,091+20.7% | Added |
| Silicon Valley Capital Partners | 181,206 | $74.2M | 15.53% | −8,527−4.5% | Reduced |
| Wolf Hill Capital Management, LP | 181,090 | $74.1M | 7.91% | +181,090 | New |
| Diversified Trust Co | 180,418 | $73.9M | 2.88% | +813+0.5% | Added |
| FFT Wealth Management LLC | 179,706 | $73.6M | 9.13% | −54,075−23.1% | Reduced |
| Polar Asset Management Partners Inc. | 179,700 | $73.6M | 1.30% | −12,300−6.4% | Reduced |
| CIBC Private Wealth Group, LLC | 225,889 | $73.3M | 0.21% | −10,688−4.5% | Reduced |
| Bleakley Financial Group, LLC | 177,890 | $72.8M | 2.43% | −24,187−12.0% | Reduced |
| Northeast Financial Consultants Inc | 177,099 | $72.5M | 4.64% | −6,270−3.4% | Reduced |
| Strategic Point Investment Advisors, LLC | 176,840 | $72.4M | 16.11% | −1,413−0.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 176,560 | $72.3M | 0.12% | +7,070+4.2% | Added |
| State of Wisconsin Investment Board | 175,122 | $71.7M | 0.21% | −57,330−24.7% | Reduced |
| First National Trust Co | 174,290 | $71.4M | 3.79% | −2,472−1.4% | Reduced |
| Conning Inc. | 173,597 | $71.1M | 2.38% | +501+0.3% | Added |
| Navigation Wealth Management, Inc. | 173,526 | $71.0M | 87.48% | +170,732+6,110.7% | Added |
| MBL Wealth, LLC | 172,632 | $70.7M | 11.06% | −3,971−2.2% | Reduced |
| Freestone Capital Holdings, LLC | 172,620 | $70.7M | 3.14% | −5,851−3.3% | Reduced |
| Fort Point Capital Partners LLC | 170,504 | $69.8M | 11.39% | +14,347+9.2% | Added |
| V2 Financial group LLC | 170,137 | $69.7M | 50.33% | +1,339+0.8% | Added |
| Citizens Financial Group Inc | 169,855 | $69.5M | 2.54% | −37,705−18.2% | Reduced |
| 1st Source Bank | 169,656 | $69.5M | 4.62% | +4,106+2.5% | Added |
| Ritholtz Wealth Management | 168,616 | $69.0M | 3.44% | +139,990+489.0% | Added |
| Allstate Corp | 168,508 | $69.0M | 5.13% | −269,092−61.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 166,495 | $68.5M | 10.47% | +166,495 | New |
| Wafra Inc. | 164,710 | $67.4M | 2.40% | 00.0% | Unchanged |
| Scotia Capital Inc. | 164,591 | $67.4M | 0.49% | +7,344+4.7% | Added |
| Luxor Capital Group, LP | 162,730 | $66.6M | 5.46% | +162,730 | New |
| Whitford Management LLC | 160,863 | $65.9M | 83.42% | −8,503−5.0% | Reduced |
| Atria Investments LLC | 160,562 | $65.7M | 1.24% | −20,226−11.2% | Reduced |
| Aristotle Capital Management, LLC | 159,917 | $65.5M | 0.14% | −255,608−61.5% | Reduced |
| M Holdings Securities, Inc. | 156,622 | $64.1M | 6.63% | −10,808−6.5% | Reduced |
| Howard Capital Management Group, LLC | 156,430 | $64.0M | 6.77% | −70.0% | Reduced |
| Board of Trustees of The Leland Stanford Junior University | 153,377 | $62.8M | 5.84% | +153,377 | New |
| Avantax Advisory Services, Inc. | 151,486 | $62.0M | 0.76% | +9,410+6.6% | Added |
| Avalon Investment & Advisory | 150,627 | $61.7M | 1.69% | −1,051−0.7% | Reduced |