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 |
|---|---|---|---|---|---|
| Ghisallo Capital Management LLC | 68,857 | $28.2M | 6.77% | +49,917+263.6% | Added |
| Axxcess Wealth Management, LLC | 68,819 | $28.2M | 2.22% | +5,243+8.2% | Added |
| Advisory Services Network, LLC | 68,390 | $28.0M | 0.78% | −10,600−13.4% | Reduced |
| SFG Wealth Management, LLC. | 68,227 | $27.9M | 30.95% | +8,175+13.6% | Added |
| Brookfield Asset Management Inc. | 68,035 | $27.9M | 0.11% | +41,914+160.5% | Added |
| Zacks Investment Management | 67,771 | $27.7M | 0.37% | −5,322−7.3% | Reduced |
| Flputnam Investment Management Co | 67,206 | $27.5M | 0.90% | −2,504−3.6% | Reduced |
| Midwest Professional Planners, LTD. | 67,134 | $27.5M | 13.44% | +30,035+81.0% | Added |
| Hantz Financial Services, Inc. | 67,090 | $27.5M | 0.75% | −4,119−5.8% | Reduced |
| Black Maple Capital Management LP | 67,055 | $27.5M | 34.35% | +6,555+10.8% | Added |
| Lindbrook Capital, LLC | 67,016 | $27.4M | 3.22% | +1,240+1.9% | Added |
| MKT Advisors LLC | 67,150 | $27.4M | 20.44% | +412+0.6% | Added |
| Johnson Financial Group, Inc. | 66,013 | $27.1M | 1.93% | +6,780+11.4% | Added |
| Foundations Investment Advisors, LLC | 65,780 | $26.9M | 0.96% | −13,428−17.0% | Reduced |
| Crescent Grove Advisors, LLC | 65,487 | $26.9M | 3.12% | +4,350+7.1% | Added |
| Kovitz Investment Group Partners, LLC | 65,689 | $26.9M | 0.47% | −137,853−67.7% | Reduced |
| Hall Kathryn A. | 65,580 | $26.8M | 7.86% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 65,198 | $26.7M | 1.18% | −1,449−2.2% | Reduced |
| HMS Capital Management, LLC | 65,132 | $26.7M | 16.80% | −7,254−10.0% | Reduced |
| Clear Harbor Asset Management, LLC | 65,099 | $26.7M | 2.76% | −1,067−1.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 69,481 | $26.6M | 0.48% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 64,874 | $26.6M | 17.76% | −1,291−2.0% | Reduced |
| Crestwood Advisors Group LLC | 64,757 | $26.5M | 0.88% | −11,048−14.6% | Reduced |
| Cypress Capital, LLC | 64,717 | $26.5M | 8.29% | +1,493+2.4% | Added |
| First Financial Bank - Trust Division | 64,591 | $26.4M | 2.83% | +1,186+1.9% | Added |
| Perigon Wealth Management, LLC | 64,281 | $26.3M | 1.50% | +932+1.5% | Added |
| Afg Fiduciary Services Limited Partnership | 64,248 | $26.3M | 24.29% | −300.0% | Reduced |
| Payden & Rygel | 64,082 | $26.2M | 1.55% | −11,115−14.8% | Reduced |
| BigSur Wealth Management LLC | 63,804 | $26.2M | 12.30% | −2,100−3.2% | Reduced |
| Amarillo National Bank | 63,885 | $26.2M | 5.26% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 63,867 | $26.1M | 2.29% | +57,944+978.3% | Added |
| Evermay Wealth Management LLC | 63,506 | $26.1M | 5.27% | −6,088−8.7% | Reduced |
| Roth Financial Partners LLC | 63,763 | $26.1M | 17.36% | −545−0.8% | Reduced |
| Inscription Capital, LLC | 63,663 | $26.1M | 6.88% | −619−1.0% | Reduced |
| Principal Financial Group Inc | 63,482 | $26.0M | 0.02% | +9,534+17.7% | Added |
| North Star Investment Management Corp. | 63,167 | $25.9M | 2.13% | −171−0.3% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 63,819 | $25.9M | 5.90% | −5,293−7.7% | Reduced |
| Signaturefd, LLC | 63,145 | $25.9M | 0.71% | +2,183+3.6% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 63,128 | $25.8M | 33.95% | +63,128 | New |
| Dumont & Blake Investment Advisors LLC | 62,978 | $25.8M | 8.74% | −222−0.4% | Reduced |
| Qube Research & Technologies Ltd | 62,943 | $25.8M | 0.15% | −214,573−77.3% | Reduced |
| Abbrea Capital, LLC | 62,689 | $25.8M | 4.37% | −317−0.5% | Reduced |
| Capasso Planning Partners LLC | 62,830 | $25.7M | 15.09% | +12,481+24.8% | Added |
| Edgewood Management LLC | 62,575 | $25.6M | 0.08% | −41,916−40.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 62,027 | $25.5M | 2.03% | +232+0.4% | Added |
| Calamos Wealth Management LLC | 62,217 | $25.5M | 2.00% | −1,696−2.7% | Reduced |
| Aspiriant, LLC | 62,162 | $25.4M | 1.33% | −1,091−1.7% | Reduced |
| Brandywine Trust Co | 61,926 | $25.4M | 6.83% | +5,941+10.6% | Added |
| State of Wyoming | 61,730 | $25.3M | 8.10% | +120+0.2% | Added |
| First Nebraska Trust Co | 61,562 | $25.2M | 3.18% | −127−0.2% | Reduced |
| MTC Wealth Management LLC | 61,464 | $25.2M | 12.93% | +576+0.9% | Added |
| Birinyi Associates Inc | 61,415 | $25.1M | 10.39% | −4,135−6.3% | Reduced |
| Dynamic Advisor Solutions LLC | 61,106 | $25.0M | 1.46% | −25,259−29.2% | Reduced |
| Pacific Wealth Management | 60,482 | $24.8M | 15.90% | +7,902+15.0% | Added |
| Pegasus Partners Ltd. | 60,461 | $24.8M | 3.92% | −2,904−4.6% | Reduced |
| Chesley Taft & Associates LLC | 60,314 | $24.7M | 1.62% | +744+1.2% | Added |
| Arete Wealth Advisors, LLC | 60,011 | $24.6M | 2.01% | +690+1.2% | Added |
| Schechter Investment Advisors, LLC | 59,936 | $24.5M | 2.27% | −81−0.1% | Reduced |
| Adviser Investments LLC | 59,838 | $24.5M | 0.59% | −1,915−3.1% | Reduced |
| Associated Banc-Corp | 59,419 | $24.3M | 0.98% | −1,892−3.1% | Reduced |
| King Luther Capital Management Corp | 59,386 | $24.3M | 0.13% | −29,713−33.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 59,224 | $24.2M | 11.39% | −2,487−4.0% | Reduced |
| Bromfield Sneider Wealth Advisors | 59,170 | $24.2M | 20.39% | +123+0.2% | Added |
| Daiwa Securities Group Inc. | – | $24.2M | 0.17% | – | – |
| Public Sector Pension Investment Board | 58,821 | $24.1M | 0.18% | −100,490−63.1% | Reduced |
| Generation Investment Management LLP | 58,560 | $24.0M | 0.13% | +36,366+163.9% | Added |
| Howland Capital Management LLC | 58,283 | $23.9M | 1.44% | −522−0.9% | Reduced |
| Raymond James Trust N.A. | 58,308 | $23.9M | 0.76% | −1,279−2.1% | Reduced |
| Transform Wealth, LLC | 57,775 | $23.7M | 2.24% | +48,360+513.6% | Added |
| Granite FO LLC | 57,072 | $23.7M | 14.64% | +17,463+44.1% | Added |
| IFG Advisors, LLC | 57,684 | $23.6M | 9.30% | +2,805+5.1% | Added |
| Summit Financial, LLC | 57,311 | $23.5M | 2.06% | −636−1.1% | Reduced |
| Clearstead Advisors, LLC | 57,352 | $23.5M | 1.71% | +842+1.5% | Added |
| Oppenheimer Asset Management Inc. | 57,333 | $23.5M | 0.36% | −47,406−45.3% | Reduced |
| Capital Wealth Planning, LLC | 57,326 | $23.5M | 0.32% | +348+0.6% | Added |
| Redhawk Wealth Advisors, Inc. | 57,262 | $23.4M | 7.89% | +681+1.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 57,219 | $23.4M | 15.03% | +2,844+5.2% | Added |
| Solitude Financial Services | 57,083 | $23.4M | 14.99% | +505+0.9% | Added |
| Teachers Retirement System of the State of Kentucky | 56,711 | $23.2M | 0.23% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 56,639 | $23.2M | 10.72% | +436+0.8% | Added |
| Cornerstone Wealth Group, LLC | 56,507 | $23.1M | 4.11% | −32,193−36.3% | Reduced |
| Condor Capital Management | 56,482 | $23.1M | 2.90% | −5,726−9.2% | Reduced |
| Cardiff Park Advisors, LLC | 56,265 | $23.0M | 3.03% | +1,665+3.0% | Added |
| Resources Investment Advisors, LLC. | 56,047 | $22.9M | 0.54% | +4,946+9.7% | Added |
| Boothbay Fund Management, LLC | 55,926 | $22.9M | 0.65% | −85,025−60.3% | Reduced |
| Aspen Grove Capital, LLC | 55,556 | $22.8M | 9.98% | −774−1.4% | Reduced |
| Telemus Capital, LLC | 55,399 | $22.7M | 2.00% | −2,290−4.0% | Reduced |
| Source Financial Advisors LLC | 55,378 | $22.7M | 7.60% | +11,385+25.9% | Added |
| Washburn Capital Management, Inc. | 55,219 | $22.6M | 19.49% | −2,169−3.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 54,819 | $22.4M | 6.02% | −6,667−10.8% | Reduced |
| Independent Financial Group, LLC | 54,545 | $22.3M | 1.79% | +2,613+5.0% | Added |
| Granby Capital Management, LLC | 54,500 | $22.3M | 22.10% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 54,041 | $22.2M | 5.07% | −4,757−8.1% | Reduced |
| Fort Washington Investment Advisors Inc | 53,960 | $22.1M | 0.17% | +672+1.3% | Added |
| Trust Co of Virginia | 53,350 | $21.8M | 2.43% | −380−0.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 53,276 | $21.8M | 11.50% | +49,918+1,486.5% | Added |
| Clarius Group, LLC | 53,208 | $21.8M | 1.85% | +1,249+2.4% | Added |
| Milestone Asset Management, LLC | 52,774 | $21.6M | 12.34% | −4,239−7.4% | Reduced |
| King Wealth | 52,761 | $21.6M | 4.77% | +49+0.1% | Added |
| Saiph Capital, LLC | 52,675 | $21.6M | 12.81% | −16,404−23.7% | Reduced |