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 |
|---|---|---|---|---|---|
| Boston Financial Mangement LLC | 33,675 | $13.8M | 0.54% | −1,151−3.3% | Reduced |
| Trustmark National Bank Trust Department | 33,512 | $13.7M | 1.25% | −2,042−5.7% | Reduced |
| Firestone Capital Management | 33,505 | $13.7M | 4.94% | +510+1.5% | Added |
| Hummer Financial Advisory Services Inc | 33,379 | $13.7M | 14.58% | −152−0.5% | Reduced |
| GM Advisory Group, Inc. | 33,460 | $13.7M | 1.25% | +6,925+26.1% | Added |
| LifeSteps Financial, Inc. | 33,457 | $13.7M | 14.53% | −2,998−8.2% | Reduced |
| Goelzer Investment Management, Inc. | 33,366 | $13.7M | 1.19% | −21,828−39.5% | Reduced |
| Oxford Financial Group Ltd | 33,227 | $13.6M | 1.53% | −400−1.2% | Reduced |
| Lane & Associates LLC | 33,177 | $13.6M | 12.11% | +1,499+4.7% | Added |
| New England Private Wealth Advisors LLC | 33,166 | $13.6M | 2.76% | −2,422−6.8% | Reduced |
| World Equity Group, Inc. | 616,937 | $13.5M | 2.30% | +596,992+2,993.2% | Added |
| Cutler Group LP | 32,964 | $13.5M | 2.12% | +22,492+214.8% | Added |
| Connecticut Wealth Management, LLC | 32,861 | $13.5M | 1.02% | +26,274+398.9% | Added |
| Black Swift Group, LLC | 31,621 | $13.5M | 4.69% | −22,861−42.0% | Reduced |
| MMBG Investment Advisors Co. | 32,785 | $13.4M | 1.70% | −31,770−49.2% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 32,680 | $13.4M | 4.60% | −2,379−6.8% | Reduced |
| Flagship Private Wealth, LLC | 32,656 | $13.4M | 11.95% | −2,290−6.6% | Reduced |
| First Citizens Bank & Trust Co | 32,444 | $13.3M | 0.27% | +1,378+4.4% | Added |
| Three Bridge Wealth Advisors, LLC | 32,034 | $13.2M | 6.10% | +2,435+8.2% | Added |
| Brave Asset Management Inc | 32,038 | $13.1M | 4.17% | +10,288+47.3% | Added |
| Quadrant Capital Group LLC | 32,011 | $13.1M | 1.36% | +412+1.3% | Added |
| Taurus Asset Management, LLC | 31,848 | $13.0M | 1.59% | −448−1.4% | Reduced |
| Aptus Capital Advisors, LLC | 31,696 | $13.0M | 0.37% | −17,567−35.7% | Reduced |
| Country Club Bank | 32,177 | $13.0M | 1.07% | −749−2.3% | Reduced |
| Edgestream Partners, L.P. | 31,712 | $13.0M | 1.43% | −26,862−45.9% | Reduced |
| Scharf Investments, LLC | 31,668 | $13.0M | 0.41% | −36,371−53.5% | Reduced |
| Intrua Financial, LLC | 31,384 | $12.9M | 2.70% | +21,968+233.3% | Added |
| Capital International Investors | 31,945 | $12.9M | 0.00% | +3,677+13.0% | Added |
| Norris Financial Group, LLC | 31,395 | $12.9M | 9.42% | +19,030+153.9% | Added |
| Confluence Investment Management LLC | 31,317 | $12.8M | 0.19% | +1,401+4.7% | Added |
| Cornerstone Wealth Management, LLC | 31,181 | $12.8M | 1.25% | +31,181 | New |
| Humankind Investments LLC | 31,170 | $12.8M | 5.30% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 31,139 | $12.7M | 7.65% | +2,432+8.5% | Added |
| New Republic Capital, LLC | 31,096 | $12.7M | 9.61% | −1,364−4.2% | Reduced |
| Essex Financial Services, Inc. | 31,044 | $12.7M | 1.34% | −4,099−11.7% | Reduced |
| Sanchez Wealth Management Group | 30,964 | $12.7M | 5.58% | +95+0.3% | Added |
| Sowell Financial Services LLC | 30,922 | $12.7M | 0.98% | −5,274−14.6% | Reduced |
| Henshaw Capital LLC | 30,900 | $12.7M | 0.78% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 30,830 | $12.6M | 13.22% | −899−2.8% | Reduced |
| We Are One Seven, LLC | 30,809 | $12.6M | 0.80% | +442+1.5% | Added |
| YHB Investment Advisors, Inc. | 30,776 | $12.6M | 1.26% | −19,092−38.3% | Reduced |
| Invictus Private Wealth, LLC | 30,775 | $12.6M | 1.48% | −2,541−7.6% | Reduced |
| J. Goldman & Co LP | 30,745 | $12.6M | 0.73% | −53,250−63.4% | Reduced |
| Winthrop Advisory Group LLC | 30,595 | $12.6M | 2.22% | −376−1.2% | Reduced |
| Monetta Financial Services Inc | 30,700 | $12.6M | 13.44% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 36,549 | $12.6M | 0.46% | +1,883+5.4% | Added |
| Tocqueville Asset Management L.P. | 30,689 | $12.6M | 0.24% | +335+1.1% | Added |
| WealthBridge Capital Management, LLC | 30,561 | $12.5M | 4.98% | −59−0.2% | Reduced |
| Asset Management Corp | 30,368 | $12.4M | 9.74% | +23,691+354.8% | Added |
| Founders Capital Management, LLC | 30,172 | $12.4M | 3.08% | −38−0.1% | Reduced |
| Centaurus Financial, Inc. | 29,979 | $12.3M | 0.98% | +1,377+4.8% | Added |
| Legal & General Group Plc | 29,900 | $12.2M | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 29,864 | $12.2M | 5.32% | −1,027−3.3% | Reduced |
| Twin Focus Capital Partners, LLC | 29,849 | $12.2M | 2.42% | +238+0.8% | Added |
| Manning & Napier Group, LLC | – | $12.2M | 0.14% | – | – |
| Sowa Financial Group, Inc. | 29,777 | $12.2M | 8.73% | −303−1.0% | Reduced |
| Legacy Trust | 29,684 | $12.2M | 3.62% | −370−1.2% | Reduced |
| Davenport & Co LLC | 29,656 | $12.1M | 0.10% | −15,359−34.1% | Reduced |
| Northern Financial Advisors Inc | 29,425 | $12.0M | 11.34% | +1,736+6.3% | Added |
| Evergreen Capital Management LLC | 29,283 | $12.0M | 0.54% | −4,409−13.1% | Reduced |
| Tortoise Investment Management, LLC | 29,320 | $12.0M | 1.91% | −2,342−7.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 29,320 | $12.0M | 3.28% | +29,320 | New |
| Navis Wealth Advisors, LLC | 29,258 | $12.0M | 13.14% | +1,607+5.8% | Added |
| Principal Street Partners, LLC | 28,992 | $11.9M | 3.01% | +104+0.4% | Added |
| SBB Research Group LLC | 29,023 | $11.9M | 16.76% | +9,165+46.2% | Added |
| Lodestar Private Asset Management LLC | 28,968 | $11.9M | 2.12% | +299+1.0% | Added |
| Vertex Planning Partners, LLC | 28,952 | $11.9M | 4.46% | +2,656+10.1% | Added |
| Van Hulzen Asset Management, LLC | 28,949 | $11.9M | 1.11% | −1,519−5.0% | Reduced |
| Smith, Salley & Associates | 28,823 | $11.8M | 0.94% | −14,983−34.2% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 28,791 | $11.8M | 14.12% | +28,791 | New |
| Coldstream Capital Management Inc | 28,649 | $11.7M | 0.39% | −174−0.6% | Reduced |
| Warwick Investment Management, Inc. | 28,633 | $11.7M | 4.97% | +40.0% | Added |
| Starfox Financial Services, LLC | 28,140 | $11.6M | 12.09% | −268−0.9% | Reduced |
| BDO Wealth Advisors, LLC | 28,414 | $11.6M | 1.43% | +83+0.3% | Added |
| L & S Advisors Inc | 28,343 | $11.6M | 1.62% | +752+2.7% | Added |
| Agf Management Ltd | 28,331 | $11.6M | 0.08% | −4,184−12.9% | Reduced |
| Gryphon Financial Partners LLC | 28,279 | $11.6M | 2.70% | +110.0% | Added |
| Trifecta Capital Advisors, LLC | 28,143 | $11.5M | 4.06% | +60+0.2% | Added |
| WSFS Capital Management, LLC | 28,068 | $11.5M | 1.20% | −714−2.5% | Reduced |
| Moody National Bank Trust Division | 27,968 | $11.4M | 0.98% | +2,908+11.6% | Added |
| Towercrest Capital Management | 27,962 | $11.4M | 2.38% | −1,020−3.5% | Reduced |
| Bigelow Investment Advisors, LLC | 27,955 | $11.4M | 6.59% | −813−2.8% | Reduced |
| PFG Advisors | 27,926 | $11.4M | 0.96% | −305−1.1% | Reduced |
| Marathon Trading Investment Management LLC | 27,867 | $11.4M | 5.41% | +27,867 | New |
| Oldfather Financial Services, LLC | 27,855 | $11.4M | 5.90% | +494+1.8% | Added |
| Nilsine Partners, LLC | 27,842 | $11.4M | 1.79% | +27,842 | New |
| CX Institutional | 27,814 | $11.4M | 0.61% | +2,816+11.3% | Added |
| Linker Capital Management Inc. | 27,827 | $11.4M | 12.49% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 27,821 | $11.4M | 3.49% | +129+0.5% | Added |
| Comprehensive Financial Management LLC | 27,692 | $11.4M | 0.35% | 00.0% | Unchanged |
| Prudential PLC | 27,790 | $11.4M | 0.13% | −8,250−22.9% | Reduced |
| Sentinus, LLC | 27,718 | $11.3M | 3.79% | +19,325+230.3% | Added |
| Pensionmark Financial Group, LLC | 27,580 | $11.3M | 2.36% | +2,392+9.5% | Added |
| Bartlett & Co. LLC | 27,570 | $11.3M | 0.22% | +335+1.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 27,660 | $11.3M | 3.43% | −5,558−16.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 27,570 | $11.3M | 0.22% | +335+1.2% | Added |
| Private Trust Co NA | 27,648 | $11.3M | 1.54% | −862−3.0% | Reduced |
| Rockbridge Investment Management, LCC | 27,617 | $11.3M | 2.08% | −102−0.4% | Reduced |
| Trust Co of Oklahoma | 27,542 | $11.3M | 4.41% | −310−1.1% | Reduced |
| WR Wealth Planners, LLC | 27,497 | $11.3M | 4.86% | −940−3.3% | Reduced |