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 |
|---|---|---|---|---|---|
| Shilanski & Associates, Inc. | 52,326 | $21.3M | 9.61% | +2,069+4.1% | Added |
| Ironsides Asset Advisors, LLC | 51,785 | $21.2M | 9.64% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 51,623 | $21.2M | 1.06% | −20,099−28.0% | Reduced |
| Claro Advisors LLC | 51,596 | $21.1M | 6.20% | +1,679+3.4% | Added |
| Salomon & Ludwin, LLC | 51,478 | $21.1M | 2.51% | +343+0.7% | Added |
| Fortis Capital Advisors, LLC | 51,459 | $21.1M | 11.28% | +1,194+2.4% | Added |
| Symmetry Investments LP | 51,104 | $20.9M | 9.99% | +7,769+17.9% | Added |
| Engineers Gate Manager LP | 51,071 | $20.9M | 0.87% | +51,071 | New |
| XY Capital Ltd | 51,065 | $20.9M | 17.66% | +51,065 | New |
| TownSquare Capital, LLC | 50,799 | $20.8M | 0.46% | +121+0.2% | Added |
| Vantage Financial Partners Ltd., Inc. | 50,747 | $20.8M | 12.28% | −23,609−31.8% | Reduced |
| Burt Wealth Advisors | 50,486 | $20.7M | 6.42% | −877−1.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 50,745 | $20.6M | 0.46% | −282−0.6% | Reduced |
| Callan Family Office, LLC | 50,337 | $20.6M | 5.00% | +3,163+6.7% | Added |
| BSW Wealth Partners | 50,310 | $20.6M | 4.22% | +150+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 50,240 | $20.6M | 3.42% | +249+0.5% | Added |
| NorthCrest Asset Manangement, LLC | 50,180 | $20.5M | 0.86% | +35,099+232.7% | Added |
| Luken Investment Analytics, LLC | 50,044 | $20.5M | 12.04% | −813−1.6% | Reduced |
| First National Corp | 49,960 | $20.5M | 4.87% | +2,368+5.0% | Added |
| Qalhat Capital Ltd | 49,715 | $20.4M | 13.03% | −130,129−72.4% | Reduced |
| Westwood Holdings Group Inc. | 49,550 | $20.3M | 0.18% | +26,051+110.9% | Added |
| ARS Investment Partners, LLC | 49,467 | $20.3M | 2.43% | +235+0.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 49,255 | $20.2M | 0.93% | −4,309−8.0% | Reduced |
| Palisade Asset Management, LLC | 48,788 | $20.0M | 2.45% | −300−0.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 48,728 | $19.9M | 2.70% | −519−1.1% | Reduced |
| Sepio Capital, LP | 48,701 | $19.9M | 1.84% | −726−1.5% | Reduced |
| Adirondack Trust Co | 48,577 | $19.9M | 10.07% | +619+1.3% | Added |
| Wedbush Securities Inc | 48,402 | $19.8M | 0.99% | +102+0.2% | Added |
| Osborne Partners Capital Management, LLC | 48,282 | $19.8M | 1.45% | +274+0.6% | Added |
| Apollon Wealth Management, LLC | 48,178 | $19.7M | 1.21% | +2,539+5.6% | Added |
| Keebeck Wealth Management, LLC | 47,804 | $19.6M | 3.17% | −10.0% | Reduced |
| Cornerstone Advisors, LLC | 47,500 | $19.4M | 0.90% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 47,328 | $19.4M | 2.13% | −599−1.2% | Reduced |
| Prospera Financial Services Inc | 47,075 | $19.3M | 0.79% | +5,951+14.5% | Added |
| Boyd Watterson Asset Management LLC | 47,061 | $19.3M | 7.84% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 46,879 | $19.3M | 2.19% | −105−0.2% | Reduced |
| Capital Advisors Inc | 46,893 | $19.2M | 0.52% | −26,009−35.7% | Reduced |
| Smith, Moore & Co. | 46,631 | $19.1M | 2.60% | −856−1.8% | Reduced |
| Jarislowsky, Fraser Ltd | 46,601 | $19.1M | 0.12% | −13,002−21.8% | Reduced |
| M.D. Sass Investors Services, Inc. | 46,420 | $19.0M | 2.97% | +38,440+481.7% | Added |
| Welch & Forbes LLC | 46,230 | $18.9M | 0.32% | −12,203−20.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 45,972 | $18.8M | 0.30% | −246−0.5% | Reduced |
| Jasper Ridge Partners, L.P. | 45,810 | $18.8M | 0.89% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 45,753 | $18.7M | 2.26% | −190−0.4% | Reduced |
| Proficio Capital Partners LLC | 45,731 | $18.7M | 2.97% | −51,493−53.0% | Reduced |
| Rathbone Brothers plc | 45,717 | $18.7M | 0.19% | −7,148−13.5% | Reduced |
| Montz Harcus Wealth Management LLC | 45,714 | $18.7M | 17.29% | −406−0.9% | Reduced |
| Fifth Third Securities, Inc. | 45,695 | $18.7M | 2.14% | +1,005+2.2% | Added |
| O'Dell Group, LLC | 45,641 | $18.7M | 6.02% | −1,288−2.7% | Reduced |
| LFA - Lugano Financial Advisors SA | 45,428 | $18.6M | 14.07% | −3,616−7.4% | Reduced |
| Savant Capital, LLC | 45,368 | $18.6M | 0.35% | +5,199+12.9% | Added |
| DeepCurrents Investment Group LLC | 45,190 | $18.5M | 0.80% | +23,601+109.3% | Added |
| Lockheed Martin Investment Management Co | 45,000 | $18.4M | 1.04% | −67,000−59.8% | Reduced |
| Sunflower Bank, N.A. | 44,991 | $18.4M | 4.16% | −6,539−12.7% | Reduced |
| Brighton Jones LLC | 44,979 | $18.4M | 1.05% | −215−0.5% | Reduced |
| Pictet & Cie (Europe) SA | 44,936 | $18.4M | 0.76% | +14,376+47.0% | Added |
| Institutional & Family Asset Management, LLC | 44,910 | $18.4M | 3.05% | −41,524−48.0% | Reduced |
| Glen Eagle Advisors, LLC | 44,909 | $18.4M | 4.61% | −871−1.9% | Reduced |
| Shelton Capital Management | 44,875 | $18.4M | 0.77% | −484−1.1% | Reduced |
| Ground Swell Capital, LLC | 44,725 | $18.3M | 30.71% | +31,923+249.4% | Added |
| First Business Financial Services, Inc. | 44,499 | $18.2M | 2.29% | −402−0.9% | Reduced |
| Eagle Capital Management, LLC | 44,498 | $18.2M | 11.90% | +16,892+61.2% | Added |
| Affinia Financial Group, LLC | 44,152 | $18.2M | 13.48% | −2,603−5.6% | Reduced |
| Independent Family Office, LLC | 44,298 | $18.1M | 10.46% | −882−2.0% | Reduced |
| Fiduciary Trust Co | 44,170 | $18.1M | 0.34% | −1,233−2.7% | Reduced |
| Precept Management LLC | 44,000 | $18.0M | 36.35% | +44,000 | New |
| Baltimore-Washington Financial Advisors, Inc. | 43,772 | $17.9M | 1.59% | −1,259−2.8% | Reduced |
| CenterStar Asset Management, LLC | 43,706 | $17.9M | 54.01% | – | – |
| BancorpSouth Bank | 43,726 | $17.9M | 1.65% | −26−0.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 43,494 | $17.8M | 4.35% | +1,579+3.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 43,226 | $17.7M | 9.65% | +93+0.2% | Added |
| Klingenstein Fields & Co LP | 42,846 | $17.5M | 0.88% | −38,357−47.2% | Reduced |
| Youngs Advisory Group, Inc. | 42,712 | $17.5M | 9.80% | +94+0.2% | Added |
| Comerica Securities,inc. | 42,503 | $17.5M | 1.27% | −1,437−3.3% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 42,640 | $17.5M | 15.18% | +5,439+14.6% | Added |
| NEIRG Wealth Management, LLC | 42,584 | $17.4M | 3.02% | −2,107−4.7% | Reduced |
| Roble, Belko & Company, Inc | 42,532 | $17.4M | 3.56% | −741−1.7% | Reduced |
| Aft, Forsyth & Sober, LLC | 42,525 | $17.4M | 8.80% | −7,980−15.8% | Reduced |
| Chilton Capital Management LLC | 42,508 | $17.4M | 1.01% | −3,737−8.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 42,462 | $17.4M | 1.49% | −247−0.6% | Reduced |
| Sequoia Financial Advisors, LLC | 42,446 | $17.4M | 0.39% | +628+1.5% | Added |
| Accuvest Global Advisors | 42,415 | $17.4M | 7.85% | +17,925+73.2% | Added |
| SEI Investments Co | 42,409 | $17.4M | 0.03% | +2,451+6.1% | Added |
| Financial Engines Advisors L.L.C. | 42,216 | $17.3M | 0.05% | −12,964−23.5% | Reduced |
| Intrust Bank NA | 42,362 | $17.3M | 2.22% | +64+0.2% | Added |
| Swiss Life Asset Management Ltd | 42,300 | $17.3M | 0.26% | −6,900−14.0% | Reduced |
| Ampfield Management, L.P. | 42,156 | $17.3M | 11.60% | +42,156 | New |
| Moran Wealth Management, LLC | 42,136 | $17.3M | 0.65% | +3,608+9.4% | Added |
| Central Bank & Trust Co | 41,978 | $17.2M | 3.06% | −637−1.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 41,962 | $17.2M | 1.99% | −2,350−5.3% | Reduced |
| Stelac Advisory Services LLC | 41,931 | $17.2M | 7.46% | −2,508−5.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 41,625 | $17.0M | 1.55% | −4,610−10.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 41,566 | $17.0M | 1.91% | +17,569+73.2% | Added |
| Angeles Wealth Management, LLC | 41,509 | $17.0M | 2.53% | −26−0.1% | Reduced |
| Banque Cantonale Vaudoise | 41,476 | $17.0M | 0.83% | −5,889−12.4% | Reduced |
| Cooper Financial Group | 41,471 | $17.0M | 4.57% | +3,257+8.5% | Added |
| Measured Wealth Private Client Group, LLC | 41,183 | $16.9M | 6.49% | −982−2.3% | Reduced |
| Ostrum Asset Management | 41,000 | $16.8M | 1.46% | +41,000 | New |
| Cary Street Partner Investment Advisory LLC | 40,968 | $16.8M | 1.21% | −649−1.6% | Reduced |
| KCM Investment Advisors LLC | 40,928 | $16.8M | 0.68% | −1,265−3.0% | Reduced |