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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| CMG Global Holdings, LLC | 11,592 | $4.75M | 4.30% | +387+3.5% | Added |
| First City Capital Management, Inc. | 11,452 | $4.76M | 2.79% | −249−2.1% | Reduced |
| CIC Wealth, LLC | 11,641 | $4.77M | 1.80% | +4,319+59.0% | Added |
| Alta Wealth Advisors LLC | 11,668 | $4.78M | 3.01% | −202−1.7% | Reduced |
| Etesian Wealth Advisors, Inc. | 11,680 | $4.78M | 3.18% | −85−0.7% | Reduced |
| Journey Advisory Group, LLC | 11,688 | $4.79M | 0.76% | −1,196−9.3% | Reduced |
| Kanawha Capital Management LLC | 11,703 | $4.79M | 0.46% | −49−0.4% | Reduced |
| Bishop Rock Capital, L.P. | 11,734 | $4.80M | 7.45% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 11,738 | $4.81M | 0.87% | +1,627+16.1% | Added |
| Peddock Capital Advisors, LLC | 11,750 | $4.81M | 1.67% | +125+1.1% | Added |
| Royal Capital Wealth Management, LLC | 11,781 | $4.82M | 4.86% | +1,371+13.2% | Added |
| Compass Financial Group, Inc. | 79,880 | $4.82M | 3.03% | +10,387+14.9% | Added |
| Hilltop Holdings Inc. | 11,787 | $4.83M | 0.65% | −11,986−50.4% | Reduced |
| Ami Investment Management Inc | 11,790 | $4.83M | 2.25% | −732−5.8% | Reduced |
| Cary Street Partners Asset Management LLC | 11,833 | $4.84M | 0.92% | −1,008−7.8% | Reduced |
| TRUE Private Wealth Advisors | 11,860 | $4.86M | 0.72% | +8,825+290.8% | Added |
| Garrett Investment Advisors LLC | 11,880 | $4.86M | 0.77% | +445+3.9% | Added |
| Bensler, LLC | 11,886 | $4.87M | 0.98% | +95+0.8% | Added |
| Armbruster Capital Management, Inc. | 11,891 | $4.87M | 1.24% | −305−2.5% | Reduced |
| Westmount Partners, LLC | 11,949 | $4.89M | 2.26% | +618+5.5% | Added |
| Front Barnett Associates LLC | 11,950 | $4.89M | 0.58% | −10−0.1% | Reduced |
| Windsor Capital Management, LLC | 11,959 | $4.90M | 1.68% | −208−1.7% | Reduced |
| RNC Capital Management LLC | 11,970 | $4.90M | 0.28% | −16,220−57.5% | Reduced |
| Silphium Asset Management Ltd | 12,000 | $4.91M | 4.15% | +12,000 | New |
| NFP Retirement, Inc. | 12,026 | $4.92M | 0.98% | +2,798+30.3% | Added |
| WealthTrust Asset Management, LLC | 12,040 | $4.93M | 4.69% | −186−1.5% | Reduced |
| Smith & Howard Wealth Management, LLC | 12,059 | $4.94M | 1.70% | +10,650+755.9% | Added |
| Keystone Wealth Services, LLC | 12,071 | $4.94M | 2.02% | +462+4.0% | Added |
| Catalyst Financial Partners LLC | 12,103 | $4.95M | 2.12% | +997+9.0% | Added |
| Tactive Advisors, LLC | 12,120 | $4.96M | 3.69% | +5,663+87.7% | Added |
| Vishria Bird Financial Group, LLC | 12,125 | $4.96M | 3.18% | −729−5.7% | Reduced |
| WestEnd Advisors, LLC | – | $4.97M | 0.15% | – | – |
| Moloney Securities Asset Management, LLC | 12,139 | $4.97M | 0.93% | −191−1.5% | Reduced |
| West Bancorporation Inc | 12,153 | $4.98M | 3.79% | −227−1.8% | Reduced |
| Clear Creek Financial Management, LLC | 12,155 | $4.98M | 0.95% | −1,339−9.9% | Reduced |
| Old North State Trust, LLC | 12,178 | $4.99M | 3.45% | −100−0.8% | Reduced |
| Nelson Capital Management, LLC | 12,182 | $4.99M | 1.42% | +5,020+70.1% | Added |
| Kettle Hill Capital Management, LLC | 12,184 | $4.99M | 1.15% | −5,955−32.8% | Reduced |
| Old Second National Bank of Aurora | 12,198 | $4.99M | 1.46% | −698−5.4% | Reduced |
| Cliffwater LLC | 12,204 | $5.00M | 1.60% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 12,385 | $5.00M | 0.80% | +1,768+16.7% | Added |
| Single Point Partners, LLC | 12,219 | $5.00M | 1.09% | +248+2.1% | Added |
| Sharp Capital Gestora de Recursos Ltda. | 12,227 | $5.01M | 4.06% | +12,227 | New |
| IronBridge Private Wealth, LLC | 12,247 | $5.01M | 3.20% | +11,479+1,494.7% | Added |
| Naples Global Advisors, LLC | 12,234 | $5.03M | 0.63% | −46−0.4% | Reduced |
| Lowery Thomas, LLC | 12,309 | $5.04M | 5.56% | +957+8.4% | Added |
| Forum Financial Management, LP | 12,315 | $5.04M | 0.15% | −117−0.9% | Reduced |
| KLK Capital Management LLC | 12,316 | $5.04M | 6.45% | +78+0.6% | Added |
| Bank of New Hampshire | 12,324 | $5.05M | 1.51% | −896−6.8% | Reduced |
| Amplius Wealth Advisors, LLC | 12,363 | $5.06M | 0.73% | +383+3.2% | Added |
| Strategic Investment Management, LLC | 12,480 | $5.07M | 5.79% | −530−4.1% | Reduced |
| American Institute for Advanced Investment Management, LLP | 12,398 | $5.08M | 5.41% | −1,469−10.6% | Reduced |
| Proequities, Inc. | 12,366 | $5.08M | 0.39% | +1,388+12.6% | Added |
| Ziegler Capital Management, LLC | 12,423 | $5.09M | 0.20% | −379−3.0% | Reduced |
| Miracle Mile Advisors, LLC | 12,496 | $5.12M | 0.17% | −320−2.5% | Reduced |
| Magnus Financial Group LLC | 12,546 | $5.14M | 0.78% | −349−2.7% | Reduced |
| Voya Investment Management LLC | 12,569 | $5.15M | 0.01% | −2,217−15.0% | Reduced |
| Arkansas Financial Group, Inc. | 12,593 | $5.16M | 1.07% | −297−2.3% | Reduced |
| Capital Wealth Management, LLC | 12,653 | $5.18M | 2.97% | −2,507−16.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 12,656 | $5.18M | 2.32% | −75,278−85.6% | Reduced |
| Castleview Partners, LLC | 12,659 | $5.18M | 4.59% | −4,209−25.0% | Reduced |
| Virtu Financial LLC | 12,691 | $5.20M | 0.55% | +12,691 | New |
| RFG Advisory, LLC | 12,744 | $5.22M | 0.26% | +2,899+29.4% | Added |
| United Asset Strategies, Inc. | 12,770 | $5.23M | 0.69% | −89−0.7% | Reduced |
| Ameraudi Asset Management, Inc. | 12,774 | $5.23M | 2.28% | −288−2.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 12,785 | $5.23M | 0.19% | −435−3.3% | Reduced |
| Oxinas Partners Wealth Management LLC | 12,799 | $5.24M | 3.78% | +8,446+194.0% | Added |
| Corbin Capital Partners, L.P. | 12,800 | $5.24M | 2.92% | 00.0% | Unchanged |
| Glassman Wealth Services | 12,835 | $5.25M | 0.91% | −30.0% | Reduced |
| Peak Asset Management, LLC | 12,869 | $5.27M | 1.29% | +415+3.3% | Added |
| Hohimer Wealth Management, LLC | 12,876 | $5.27M | 1.53% | −686−5.1% | Reduced |
| Cavalier Investments, LLC | 12,894 | $5.28M | 2.29% | −28,114−68.6% | Reduced |
| CRA Financial Services, LLC | 12,900 | $5.28M | 1.57% | +1,592+14.1% | Added |
| Ramiah Investment Group | 12,941 | $5.30M | 4.80% | −176−1.3% | Reduced |
| DBK Financial Counsel, LLC | 12,963 | $5.31M | 7.37% | +465+3.7% | Added |
| Collective Family Office LLC | 13,117 | $5.37M | 2.21% | +903+7.4% | Added |
| Carret Asset Management, LLC | 13,117 | $5.37M | 0.75% | +429+3.4% | Added |
| Shoker Investment Counsel, Inc. | 13,117 | $5.37M | 2.35% | −132−1.0% | Reduced |
| Castle Rock Wealth Management, LLC | 13,116 | $5.39M | 1.93% | +1,014+8.4% | Added |
| Iowa State Bank | 13,176 | $5.39M | 1.35% | −806−5.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,180 | $5.40M | 0.05% | −139,320−91.4% | Reduced |
| Landmark Financial Advisors, LLC | 13,204 | $5.41M | 2.37% | −138−1.0% | Reduced |
| McAlister, Sweet & Associates, Inc. | 13,289 | $5.44M | 5.98% | +1,041+8.5% | Added |
| PCG Wealth Advisors, LLC | 13,311 | $5.45M | 3.44% | −1,080−7.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 13,320 | $5.45M | 1.53% | +337+2.6% | Added |
| Mairs & Power Inc | 13,336 | $5.46M | 0.06% | −53,327−80.0% | Reduced |
| DDD Partners, LLC | 13,345 | $5.46M | 0.85% | +6,996+110.2% | Added |
| Zhang Financial LLC | 13,365 | $5.47M | 0.62% | +410+3.2% | Added |
| Paul Damon & Associates, Inc. | 13,393 | $5.48M | 3.73% | +311+2.4% | Added |
| Venturi Wealth Management, LLC | 13,397 | $5.48M | 0.45% | −4,291−24.3% | Reduced |
| WorthPointe, LLC | 13,400 | $5.49M | 3.70% | −7,041−34.4% | Reduced |
| Good Life Advisors, LLC | 13,431 | $5.50M | 0.70% | −247−1.8% | Reduced |
| Enterprise Bank & Trust Co | 13,460 | $5.51M | 2.38% | −124−0.9% | Reduced |
| Waypoint Capital Advisors, LLC | 13,463 | $5.51M | 1.80% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 13,470 | $5.51M | 0.12% | −2,343,682−99.4% | Reduced |
| Spears Abacus Advisors LLC | 13,474 | $5.52M | 0.49% | −4,444−24.8% | Reduced |
| BCJ Capital Management, LLC | 13,481 | $5.52M | 0.51% | −11,241−45.5% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 13,532 | $5.54M | 0.35% | −7,386−35.3% | Reduced |
| LBMC Investment Advisors, LLC | 13,556 | $5.55M | 0.56% | +29+0.2% | Added |
| HFG Wealth Management, LLC | 13,570 | $5.56M | 1.15% | +13,570 | New |