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 |
|---|---|---|---|---|---|
| Regal Investment Advisors LLC | 40,764 | $16.7M | 1.48% | −2,585−6.0% | Reduced |
| Fiduciary Alliance LLC | 40,747 | $16.7M | 4.19% | +707+1.8% | Added |
| GYL Financial Synergies, LLC | 40,655 | $16.6M | 1.99% | −26,660−39.6% | Reduced |
| ASB Consultores, LLC | 40,510 | $16.6M | 6.67% | −1,812−4.3% | Reduced |
| Oakworth Capital, Inc. | 40,467 | $16.6M | 1.48% | −6,647−14.1% | Reduced |
| Guardian Wealth Advisors, LLC | 40,444 | $16.6M | 12.97% | +2,901+7.7% | Added |
| Kovack Advisors, Inc. | 40,443 | $16.6M | 2.26% | −1,020−2.5% | Reduced |
| KFG Wealth Management, LLC | 39,933 | $16.5M | 11.43% | +13,017+48.4% | Added |
| Archon Partners LLC | 40,100 | $16.4M | 2.74% | −10,600−20.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 40,028 | $16.4M | 8.77% | −279−0.7% | Reduced |
| Curated Wealth Partners LLC | 39,965 | $16.4M | 3.68% | +1,180+3.0% | Added |
| Baron Financial Group, LLC | 39,918 | $16.3M | 10.35% | +876+2.2% | Added |
| Aspire Private Capital, LLC | 39,885 | $16.3M | 5.42% | +12,850+47.5% | Added |
| Romano Brothers and Company | 39,576 | $16.2M | 2.50% | +958+2.5% | Added |
| First International Bank & Trust | 39,458 | $16.2M | 5.35% | +259+0.7% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 39,400 | $16.1M | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 39,545 | $16.1M | 0.31% | +10,775+37.5% | Added |
| Verger Capital Management LLC | 39,338 | $16.1M | 8.69% | −98−0.2% | Reduced |
| LCM Capital Management Inc | 39,337 | $16.1M | 14.07% | +471+1.2% | Added |
| Titleist Asset Management, LLC | 39,324 | $16.1M | 3.40% | +39,324 | New |
| Atlas Private Wealth Advisors | 39,219 | $16.1M | 7.42% | +6,275+19.0% | Added |
| Magnolia Capital Management Ltd | 39,106 | $16.0M | 15.04% | −170−0.4% | Reduced |
| Corsair Capital Management, L.P. | 39,058 | $16.0M | 6.07% | −4,238−9.8% | Reduced |
| Parallel Advisors, LLC | 39,057 | $16.0M | 0.54% | +1,745+4.7% | Added |
| Tikvah Management LLC | 38,994 | $16.0M | 6.56% | 00.0% | Unchanged |
| Brickley Wealth Management | 38,744 | $15.9M | 4.35% | +49+0.1% | Added |
| Atlas Financial Advisors, Inc. | 38,682 | $15.8M | 21.40% | −5,644−12.7% | Reduced |
| Koshinski Asset Management, Inc. | 38,648 | $15.8M | 1.55% | +79+0.2% | Added |
| Blueshift Asset Management, LLC | 38,630 | $15.8M | 6.60% | +1,039+2.8% | Added |
| Empower Advisory Group, LLC | 38,479 | $15.8M | 0.07% | +38,479 | New |
| Global Trust Asset Management, LLC | 38,602 | $15.8M | 7.54% | +1,782+4.8% | Added |
| Hancock Whitney Corp | 38,542 | $15.8M | 0.63% | −15,897−29.2% | Reduced |
| Snowden Capital Advisors LLC | 38,498 | $15.8M | 0.61% | −714−1.8% | Reduced |
| Smith Anglin Financial, LLC | 38,482 | $15.8M | 2.35% | +546+1.4% | Added |
| Putnam Investments LLC | 38,462 | $15.7M | 0.03% | +8,955+30.3% | Added |
| Diversified Portfolios, Inc. | 38,436 | $15.7M | 3.50% | −3,846−9.1% | Reduced |
| Aprio Wealth Management, LLC | 38,435 | $15.7M | 4.85% | +1,202+3.2% | Added |
| Warren Averett Asset Management, LLC | 38,195 | $15.6M | 0.82% | −6,742−15.0% | Reduced |
| Claybrook Capital, LLC | 38,147 | $15.6M | 8.73% | +43+0.1% | Added |
| Wealthfront Advisers LLC | 38,064 | $15.6M | 0.07% | +800+2.1% | Added |
| GFS Advisors, LLC | 38,057 | $15.6M | 3.58% | −3,088−7.5% | Reduced |
| Sovereign Financial Group, Inc. | 37,978 | $15.5M | 5.77% | −1,272−3.2% | Reduced |
| Financial Services Advisory Inc | 37,975 | $15.5M | 10.19% | +197+0.5% | Added |
| Johnson Midwest Financial, LLC | 37,888 | $15.5M | 22.27% | +37,726+23,287.7% | Added |
| Intrepid Financial Planning Group LLC | 37,848 | $15.5M | 7.82% | −910−2.3% | Reduced |
| Focus Financial Network, Inc. | 37,687 | $15.5M | 0.96% | +1,116+3.1% | Added |
| Sentinel Trust Co Lba | 37,721 | $15.4M | 2.19% | −8,002−17.5% | Reduced |
| Financial & Tax Architects, LLC | 37,682 | $15.4M | 5.08% | +37,682 | New |
| Ciovacco Capital Management LLC | 37,681 | $15.4M | 23.65% | +35,319+1,495.3% | Added |
| Meritage Group LP | 37,561 | $15.4M | 0.47% | −38,534−50.6% | Reduced |
| Albion Financial Group | 37,539 | $15.4M | 1.41% | −31−0.1% | Reduced |
| Bank Hapoalim BM | 37,465 | $15.3M | 2.12% | −90,376−70.7% | Reduced |
| Clarity Wealth Advisors, LLC | 37,409 | $15.3M | 7.83% | +1,784+5.0% | Added |
| Camarda Financial Advisors, LLC | 37,296 | $15.3M | 11.45% | +37,296 | New |
| AdvisorNet Financial, Inc | 37,227 | $15.2M | 1.39% | +614+1.7% | Added |
| Great Valley Advisor Group, Inc. | 37,222 | $15.2M | 0.71% | −4,877−11.6% | Reduced |
| IFP Advisors, Inc | 76,705 | $15.2M | 0.74% | −23,888−23.7% | Reduced |
| Cobblestone Capital Advisors LLC | 36,962 | $15.1M | 1.13% | −287−0.8% | Reduced |
| Retirement Financial Solutions, LLC | 36,884 | $15.1M | 12.00% | −9,948−21.2% | Reduced |
| First Manhattan Co | 36,713 | $15.0M | 0.06% | −268−0.7% | Reduced |
| G&S Capital LLC | 36,688 | $15.0M | 6.64% | −802−2.1% | Reduced |
| Patton Fund Management, Inc. | 36,641 | $15.0M | 4.28% | +1,912+5.5% | Added |
| Wellspring Financial Advisors, LLC | 36,551 | $15.0M | 4.44% | −452−1.2% | Reduced |
| South Dakota Investment Council | 36,533 | $15.0M | 0.32% | −3,432−8.6% | Reduced |
| Strategic Advisors LLC | 36,479 | $14.9M | 3.02% | −944−2.5% | Reduced |
| TAP Consulting, LLC | 36,453 | $14.9M | 3.65% | +7,212+24.7% | Added |
| Leavell Investment Management, Inc. | 36,252 | $14.9M | 1.06% | −823−2.2% | Reduced |
| Safeguard Investment Advisory Group, LLC | 36,360 | $14.9M | 7.16% | +11,076+43.8% | Added |
| BKD Wealth Advisors, LLC | 36,337 | $14.9M | 0.49% | +588+1.6% | Added |
| Eqis Capital Management, Inc. | 36,314 | $14.9M | 1.68% | +23,211+177.1% | Added |
| BLB&B Advisors, LLC | 36,298 | $14.9M | 1.11% | +516+1.4% | Added |
| Securian Asset Management, Inc | 36,170 | $14.8M | 0.39% | −4,725−11.6% | Reduced |
| Nepc LLC | 36,044 | $14.8M | 4.48% | +633+1.8% | Added |
| Solano Wealth Management, Inc. | 36,035 | $14.8M | 10.77% | +36,035 | New |
| Credit Agricole S A | 35,999 | $14.7M | 0.63% | −25,406−41.4% | Reduced |
| Thrive Wealth Management, LLC | 35,936 | $14.7M | 3.77% | +18,450+105.5% | Added |
| Wealthgate Family Office, LLC | 35,915 | $14.7M | 42.29% | −11,092−23.6% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 35,893 | $14.7M | 7.55% | +8,576+31.4% | Added |
| Delta Financial Advisors LLC | 35,856 | $14.7M | 7.07% | −5,888−14.1% | Reduced |
| Beacon Capital Management, Inc. | 35,555 | $14.6M | 0.51% | +34,900+5,328.2% | Added |
| Madrona Financial Services, LLC | 35,394 | $14.5M | 7.77% | −2,865−7.5% | Reduced |
| Insigneo Advisory Services, LLC | 35,029 | $14.4M | 4.58% | +7,355+26.6% | Added |
| TKG Advisors, LLC | 35,023 | $14.3M | 8.94% | −671−1.9% | Reduced |
| TrueWealth Advisors, LLC | 34,993 | $14.3M | 6.01% | +6,360+22.2% | Added |
| Smart Money Group LLC | 34,390 | $14.3M | 7.18% | +17,475+103.3% | Added |
| Fluent Financial, LLC | 34,752 | $14.2M | 9.73% | −54,481−61.1% | Reduced |
| Western Wealth Management, LLC | 34,652 | $14.2M | 1.32% | −716−2.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 34,479 | $14.1M | 0.58% | −38,497−52.8% | Reduced |
| Exencial Wealth Advisors, LLC | 34,458 | $14.1M | 0.73% | −1,558−4.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 34,444 | $14.1M | 0.49% | −907−2.6% | Reduced |
| Kestra Private Wealth Services, LLC | 34,412 | $14.1M | 0.56% | +3,102+9.9% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 34,410 | $14.1M | 7.51% | −101−0.3% | Reduced |
| Readystate Asset Management LP | 34,201 | $14.0M | 1.73% | +34,201 | New |
| Tolleson Wealth Management, Inc. | 34,163 | $14.0M | 3.62% | −611−1.8% | Reduced |
| Segment Wealth Management, LLC | 34,144 | $14.0M | 1.58% | −24,201−41.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 34,106 | $14.0M | 1.95% | +33,492+5,454.7% | Added |
| Ameritas Investment Partners, Inc. | 34,100 | $14.0M | 0.55% | −5,950−14.9% | Reduced |
| MorganRosel Wealth Management, LLC | 33,893 | $13.9M | 5.92% | −1,683−4.7% | Reduced |
| Armstrong Advisory Group, Inc | 33,821 | $13.8M | 1.64% | −185−0.5% | Reduced |
| Lazard Asset Management LLC | 33,786 | $13.8M | 0.02% | −46,656−58.0% | Reduced |