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 |
|---|---|---|---|---|---|
| Kennicott Capital Management LLC | 100,709 | $41.2M | 25.49% | +22,018+28.0% | Added |
| AdvisorShares Investments LLC | 100,694 | $41.2M | 12.86% | +100,694 | New |
| J.W. Cole Advisors, Inc. | 100,469 | $41.1M | 2.93% | +3,439+3.5% | Added |
| Yousif Capital Management, LLC | 100,416 | $41.1M | 0.53% | −25,160−20.0% | Reduced |
| Wind River Trust Co | 100,179 | $41.0M | 18.45% | 00.0% | Unchanged |
| TRB Advisors LP | 100,000 | $40.9M | 19.09% | +100,000 | New |
| Colony Group LLC | 99,591 | $40.8M | 0.60% | −27,863−21.9% | Reduced |
| Advisor Resource Council | 98,970 | $40.5M | 10.20% | +29,514+42.5% | Added |
| Greenleaf Trust | 98,982 | $40.5M | 0.46% | +4,142+4.4% | Added |
| Two Sigma Securities, LLC | 98,896 | $40.5M | 3.35% | +98,896 | New |
| Hobart Private Capital, LLC | 98,831 | $40.5M | 15.95% | +98,831 | New |
| NTV Asset Management LLC | 98,564 | $40.4M | 7.51% | +1,659+1.7% | Added |
| Integrated Advisors Network LLC | 98,530 | $40.3M | 2.42% | +4,961+5.3% | Added |
| Global Retirement Partners, LLC | 98,667 | $40.3M | 2.14% | −42,325−30.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 98,196 | $40.2M | 13.99% | −2,513−2.5% | Reduced |
| German American Bancorp, Inc. | 98,162 | $40.2M | 6.02% | −16,623−14.5% | Reduced |
| Gladstone Institutional Advisory LLC | 98,149 | $40.2M | 2.60% | −11,041−10.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 97,881 | $40.1M | 1.60% | −12,023−10.9% | Reduced |
| Petrus Trust Company, LTA | 97,880 | $40.1M | 4.86% | +54,394+125.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 97,683 | $40.0M | 1.73% | +1,091+1.1% | Added |
| Westshore Wealth, LLC | 96,682 | $39.6M | 20.79% | +3,016+3.2% | Added |
| Crewe Advisors LLC | 95,772 | $39.2M | 5.72% | −1,157−1.2% | Reduced |
| Aua Capital Management, LLC | 95,586 | $39.1M | 26.43% | −372−0.4% | Reduced |
| Spire Wealth Management | 95,201 | $39.0M | 1.52% | +21,653+29.4% | Added |
| CIBC World Markets Corp | 95,001 | $38.9M | 0.64% | −6,455,000−98.5% | Reduced |
| Greenhouse Wealth Management, LLC | 94,890 | $38.8M | 36.68% | −723−0.8% | Reduced |
| Olympus Wealth Management, LLC | 94,283 | $38.6M | 21.20% | −872−0.9% | Reduced |
| HM Payson & Co | 93,642 | $38.4M | 0.92% | −5,149−5.2% | Reduced |
| Becker Capital Management Inc | 93,074 | $38.2M | 1.51% | +93,074 | New |
| Williams Jones Wealth Management, LLC. | 93,405 | $38.2M | 0.60% | +1,355+1.5% | Added |
| Mechanics Bank Trust Department | 93,281 | $38.2M | 6.43% | −2,580−2.7% | Reduced |
| Sentinel Pension Advisors Inc | 92,842 | $37.8M | 9.59% | +91,174+5,466.1% | Added |
| Merit Financial Group, LLC | 92,278 | $37.8M | 1.38% | −2,221−2.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 92,220 | $37.8M | 3.40% | +290.0% | Added |
| Schroder Investment Management Group | 92,126 | $37.7M | 0.06% | +5,135+5.9% | Added |
| Graypoint LLC | 91,833 | $37.6M | 4.08% | −1,642−1.8% | Reduced |
| Tucker Asset Management LLC | 91,636 | $37.5M | 11.21% | +72,630+382.1% | Added |
| Cullinan Associates Inc | 91,606 | $37.5M | 2.19% | −202,598−68.9% | Reduced |
| Vanguard Group Inc | 91,319 | $37.4M | 0.00% | +91,319 | New |
| Atlantic Private Wealth, LLC | 90,765 | $37.2M | 39.04% | +1,333+1.5% | Added |
| Marmo Financial Group, LLC | 90,385 | $37.0M | 35.21% | +56,890+169.8% | Added |
| Ninepoint Partners LP | 90,050 | $36.9M | 4.80% | −16,650−15.6% | Reduced |
| Boulder Hill Capital Management LP | 89,900 | $36.8M | 29.65% | +36,600+68.7% | Added |
| Intercontinental Wealth Advisors, LLC | 89,742 | $36.7M | 9.39% | −1,954−2.1% | Reduced |
| Trinity Financial Advisors LLC | 88,838 | $36.4M | 22.23% | +554+0.6% | Added |
| D.A. Davidson & Co. | 88,409 | $36.1M | 0.41% | −14,867−14.4% | Reduced |
| Aj Wealth Strategies, LLC | 87,380 | $35.8M | 1.86% | −7,594−8.0% | Reduced |
| Wealthcare Advisory Partners LLC | 87,005 | $35.6M | 1.53% | +9,542+12.3% | Added |
| Daniels&Tansey,LLP | 86,337 | $35.3M | 12.13% | −533−0.6% | Reduced |
| Allie Family Office LLC | 85,880 | $35.2M | 26.32% | +1,997+2.4% | Added |
| Alberta Investment Management Corp | 85,230 | $34.9M | 0.34% | +19,700+30.1% | Added |
| Beacon Pointe Advisors, LLC | 85,206 | $34.9M | 0.59% | −15,933−15.8% | Reduced |
| Stone House Investment Management, LLC | 85,155 | $34.9M | 11.79% | +653+0.8% | Added |
| Amundi | 85,166 | $34.7M | 0.02% | +10,935+14.7% | Added |
| Eos Management, L.P. | 84,745 | $34.7M | 18.24% | −5,205−5.8% | Reduced |
| SNS Financial Group, LLC | 84,378 | $34.7M | 4.56% | −5,884−6.5% | Reduced |
| Steel Peak Wealth Management LLC | 84,083 | $34.5M | 2.36% | +14,312+20.5% | Added |
| Prio Wealth Limited Partnership | 83,752 | $34.3M | 1.31% | −7,260−8.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 83,665 | $34.3M | 9.39% | +684+0.8% | Added |
| Chicago Partners Investment Group LLC | 82,943 | $34.2M | 2.00% | +9,005+12.2% | Added |
| Advance Capital Management, Inc. | 83,531 | $34.2M | 6.09% | +37,781+82.6% | Added |
| Kent Ziegler | 83,158 | $34.0M | 22.41% | 00.0% | Unchanged |
| National Asset Management, Inc. | 82,261 | $33.8M | 0.90% | +1,039+1.3% | Added |
| Select Asset Management & Trust | 82,445 | $33.8M | 29.76% | +48,898+145.8% | Added |
| Retirement Income Solutions, Inc | 81,264 | $33.3M | 9.70% | −1,577−1.9% | Reduced |
| British Columbia Investment Management Corp | 81,167 | $33.2M | 0.35% | +81,167 | New |
| Sigma Planning Corp | 80,454 | $32.9M | 1.09% | −923−1.1% | Reduced |
| Change Path, LLC | 80,070 | $32.8M | 1.62% | −3,176−3.8% | Reduced |
| Broadmark Asset Management LLC | 79,901 | $32.7M | 49.63% | +79,901 | New |
| Lutz Financial Services LLC | 79,752 | $32.6M | 3.73% | −234−0.3% | Reduced |
| Atalanta Sosnoff Capital, LLC | 79,601 | $32.6M | 0.95% | +628+0.8% | Added |
| Weiss Asset Management LP | 79,078 | $32.4M | 2.54% | +63,934+422.2% | Added |
| V Wealth Advisors LLC | 80,474 | $32.2M | 6.03% | +4,191+5.5% | Added |
| Boston Family Office LLC | 78,646 | $32.2M | 2.58% | −499−0.6% | Reduced |
| IFG Advisory, LLC | 78,536 | $32.2M | 3.01% | +2,793+3.7% | Added |
| Banque Pictet & Cie SA | 78,492 | $32.1M | 0.31% | −5,376−6.4% | Reduced |
| Summit Trail Advisors, LLC | 77,851 | $32.0M | 1.29% | −1,711−2.2% | Reduced |
| RSM US Wealth Management LLC | 77,733 | $31.8M | 1.12% | +11,616+17.6% | Added |
| American Asset Management Inc. | 77,564 | $31.8M | 33.97% | −662−0.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 77,512 | $31.7M | 0.65% | −7,218−8.5% | Reduced |
| Choate Investment Advisors | 77,401 | $31.7M | 1.53% | −1,690−2.1% | Reduced |
| Argent Trust Co | 77,118 | $31.6M | 2.00% | −246−0.3% | Reduced |
| Pinebridge Investments, L.P. | 76,403 | $31.3M | 0.35% | −7,907−9.4% | Reduced |
| Segantii Capital Management Ltd | 75,000 | $30.7M | 1.34% | +74,000+7,400.0% | Added |
| 4Thought Financial Group Inc. | 74,854 | $30.6M | 25.35% | +4,061+5.7% | Added |
| Wetherby Asset Management Inc | 74,276 | $30.4M | 1.78% | −619−0.8% | Reduced |
| Element Pointe Advisors, LLC | 72,758 | $29.8M | 10.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 72,501 | $29.7M | 3.51% | −1,685−2.3% | Reduced |
| Strategic Wealth Designers | 72,268 | $29.6M | 5.49% | +12,371+20.7% | Added |
| LSP Investment Advisors, LLC | 72,200 | $29.6M | 16.60% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 71,761 | $29.4M | 7.81% | +6,073+9.2% | Added |
| StrategIQ Financial Group, LLC | 71,186 | $29.1M | 3.36% | −3,554−4.8% | Reduced |
| Strategic Equity Management | 71,076 | $29.1M | 10.35% | +2,673+3.9% | Added |
| Pinkerton Retirement Specialists, LLC | 71,010 | $29.1M | 5.44% | +49,412+228.8% | Added |
| Federation des caisses Desjardins du Quebec | 70,846 | $29.0M | 0.32% | −7,767−9.9% | Reduced |
| Frank, Rimerman Advisors LLC | 69,841 | $28.6M | 7.90% | +7,527+12.1% | Added |
| Meridian Wealth Management, LLC | 69,558 | $28.5M | 2.48% | −830−1.2% | Reduced |
| Oppenheimer & Co Inc | 69,209 | $28.3M | 0.60% | −6,586−8.7% | Reduced |
| Caldwell Trust Co | 69,153 | $28.3M | 3.93% | −2,339−3.3% | Reduced |
| Seven Post Investment Office LP | 68,921 | $28.2M | 10.18% | +1,224+1.8% | Added |