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 |
|---|---|---|---|---|---|
| Ahl Investment Management, Inc. | 1,327 | $543.3K | 0.50% | +75+6.0% | Added |
| Altrius Capital Management Inc | 1,328 | $543.7K | 0.17% | −268−16.8% | Reduced |
| Dock Street Asset Management Inc | 1,330 | $544.5K | 0.11% | 00.0% | Unchanged |
| Ewa, LLC | 1,325 | $545.4K | 0.41% | +1,325 | New |
| M&R Capital Management Inc | 1,333 | $545.7K | 0.15% | +54+4.2% | Added |
| American Trust Investment Advisors, LLC | 1,336 | $546.9K | 0.33% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,338 | $547.9K | 0.07% | −52−3.7% | Reduced |
| Eaton Financial Holdings Company, LLC | 1,339 | $548.0K | 0.43% | −2,758−67.3% | Reduced |
| Azimuth Capital Investment Management LLC | 1,341 | $549.1K | 0.03% | −1,492−52.7% | Reduced |
| Morningstar Investment Services LLC | 1,366 | $551.0K | 0.01% | −125,339−98.9% | Reduced |
| Lafayette Investments, Inc. | 1,347 | $551.4K | 0.15% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 1,348 | $552.1K | 0.18% | +148+12.3% | Added |
| Ruggaard & Associates LLC | 1,350 | $552.7K | 0.34% | +1,350 | New |
| Gradient Capital Advisors, LLC | 1,358 | $556.0K | 0.24% | 00.0% | Unchanged |
| River Street Advisors LLC | 1,361 | $557.2K | 0.55% | −382−21.9% | Reduced |
| Butensky & Cohen Financial Security, Inc | 1,365 | $558.8K | 0.20% | −171−11.1% | Reduced |
| Bellevue Asset Management, LLC | 1,366 | $559.6K | 0.38% | +28+2.1% | Added |
| Bryant Woods Investment Advisors, LLC | 1,368 | $560.1K | 0.43% | 00.0% | Unchanged |
| Bessemer Securities LLC | 1,371 | $561.0K | 0.26% | −1,734−55.8% | Reduced |
| Frisch Financial Group, Inc. | 1,372 | $562.0K | 0.22% | −24−1.7% | Reduced |
| LS Investment Advisors, LLC | 1,380 | $565.0K | 0.10% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,383 | $566.2K | 0.25% | 00.0% | Unchanged |
| Resource Planning Group | 1,383 | $566.3K | 0.46% | −959−40.9% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,387 | $567.8K | 0.21% | +418+43.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,396 | $568.0K | 0.24% | −21,311−93.9% | Reduced |
| Fort Pitt Capital Group, LLC | 1,389 | $568.6K | 0.02% | −300−17.8% | Reduced |
| Wallace Advisory Group, LLC | 1,389 | $568.7K | 0.43% | −54−3.7% | Reduced |
| Birchcreek Wealth Management, LLC | 1,393 | $570.3K | 0.45% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 1,395 | $571.1K | 0.19% | +362+35.0% | Added |
| TFG Advisers LLC | 1,397 | $571.9K | 0.28% | +5+0.4% | Added |
| Beacon Wealthcare LLC | 1,398 | $572.2K | 0.30% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 1,398 | $572.3K | 0.22% | −3−0.2% | Reduced |
| Russell Investments Group, Ltd. | 1,399 | $572.7K | 0.00% | +1,398+139,800.0% | Added |
| RAM Investment Partners, LLC | 1,399 | $572.8K | 0.31% | +311+28.6% | Added |
| Reston Wealth Management LLC | 1,399 | $572.9K | 0.30% | +6+0.4% | Added |
| X-Square Capital, LLC | 1,403 | $575.0K | 0.34% | +1+0.1% | Added |
| KWMG, LLC | 1,405 | $575.4K | 0.08% | −103−6.8% | Reduced |
| Renasant Bank | 1,406 | $575.6K | 0.45% | −688−32.9% | Reduced |
| Hourglass Capital, LLC | 1,412 | $578.1K | 0.21% | −480−25.4% | Reduced |
| Eagle Asset Management Inc | 1,418 | $580.0K | 0.00% | −45,686−97.0% | Reduced |
| Horan Securities, Inc. | 1,417 | $580.1K | 0.30% | +28+2.0% | Added |
| Pennsylvania Capital Management Inc | 1,420 | $581.3K | 0.28% | −6−0.4% | Reduced |
| Newton One Investments LLC | 1,424 | $583.1K | 0.35% | +6+0.4% | Added |
| Tru Independence Asset Management 2, LLC | 1,425 | $583.4K | 0.59% | +1,425 | New |
| Pacific Wealth Strategies Group, Inc. | 1,427 | $584.3K | 0.67% | −24−1.7% | Reduced |
| Addison Advisors LLC | 1,431 | $585.8K | 0.33% | +51+3.7% | Added |
| Finer Wealth Management, Inc. | 1,431 | $585.9K | 0.50% | +26+1.9% | Added |
| HighMark Wealth Management LLC | 1,431 | $585.9K | 0.46% | +3+0.2% | Added |
| Dentgroup LLC | 1,433 | $586.5K | 0.47% | +36+2.6% | Added |
| Tandem Investment Advisors, Inc. | 1,435 | $587.0K | 0.03% | −38−2.6% | Reduced |
| Retirement Planning Group | 1,433 | $587.0K | 0.06% | +55+4.0% | Added |
| First National Bank of South Miami | 1,438 | $588.7K | 0.47% | −52−3.5% | Reduced |
| Wade Financial Advisory, Inc | 1,441 | $589.9K | 0.25% | −26−1.8% | Reduced |
| Stony Point Wealth Management Inc. | 1,441 | $590.1K | 0.31% | 00.0% | Unchanged |
| Assetmark, Inc | 1,449 | $593.0K | 0.00% | −1,493−50.7% | Reduced |
| Trellis Wealth Advisors LLC | 1,455 | $595.7K | 0.44% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 1,455 | $595.8K | 0.20% | +65+4.7% | Added |
| Fortress Wealth Management, Inc. | 1,456 | $596.2K | 0.42% | +5+0.3% | Added |
| McDonough Capital Management, Inc | 1,464 | $599.3K | 0.62% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 1,469 | $601.0K | 0.21% | +2+0.1% | Added |
| WESPAC Advisors, LLC | 1,469 | $601.4K | 0.57% | +1,469 | New |
| Arcadia Wealth Management, LLC | 1,469 | $601.5K | 0.50% | +152+11.5% | Added |
| Liberty Wealth Management LLC | 1,474 | $603.5K | 0.12% | +1,474 | New |
| Fenimore Asset Management Inc | 1,477 | $604.7K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 1,481 | $606.0K | 0.18% | −716−32.6% | Reduced |
| Full Sail Capital, LLC | 1,488 | $609.2K | 0.06% | −41−2.7% | Reduced |
| Schear Investment Advisers, LLC | 1,489 | $609.7K | 0.73% | +121+8.8% | Added |
| Secure Asset Management, LLC | 1,493 | $611.3K | 0.20% | +7+0.5% | Added |
| Doheny Asset Management | 1,500 | $614.0K | 0.55% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,502 | $614.9K | 0.15% | +4+0.3% | Added |
| RW Investment Management LLC | 1,502 | $614.9K | 0.17% | +731+94.8% | Added |
| Cypress Asset Management Inc | 1,504 | $615.7K | 0.21% | +54+3.7% | Added |
| SkyOak Wealth, LLC | 1,507 | $617.0K | 0.19% | −137−8.3% | Reduced |
| Ategra Capital Management, LLC | 1,507 | $617.0K | 0.34% | +180+13.6% | Added |
| Integrated Investment Consultants, LLC | 1,508 | $617.2K | 0.19% | −925−38.0% | Reduced |
| Quarry Hill Advisors, LLC | 1,511 | $618.6K | 0.58% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 1,511 | $618.6K | 0.12% | +1,511 | New |
| Great Diamond Partners, LLC | 1,516 | $620.6K | 0.18% | −14,391−90.5% | Reduced |
| Johnson & White Wealth Management, LLC | 1,516 | $621.0K | 0.55% | +1,516 | New |
| My Purposeful Wealth Corp. | 1,538 | $629.4K | 0.53% | +4+0.3% | Added |
| Buckhead Capital Management LLC | 1,539 | $630.1K | 0.15% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 1,549 | $634.1K | 0.08% | −624−28.7% | Reduced |
| Hyperion Capital Advisors LP | 1,549 | $634.1K | 0.30% | 00.0% | Unchanged |
| Family Capital Trust Co | 1,551 | $635.0K | 0.25% | −3−0.2% | Reduced |
| Suncoast Equity Management | 1,551 | $635.0K | 0.11% | +539+53.3% | Added |
| Thompson Davis & Co., Inc. | 1,559 | $638.2K | 0.83% | −92−5.6% | Reduced |
| Encompass Wealth Advisors, LLC | 1,559 | $638.2K | 0.22% | 00.0% | Unchanged |
| Eagle Bluffs Wealth Management LLC | 1,554 | $638.5K | 0.52% | 00.0% | Unchanged |
| Aufman Associates Inc | 1,560 | $638.6K | 0.54% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 1,560 | $639.0K | 0.22% | +129+9.0% | Added |
| Summit X, LLC | 1,563 | $639.8K | 0.17% | +268+20.7% | Added |
| Commonwealth Retirement Investments LLC | 1,567 | $641.5K | 0.38% | −485−23.6% | Reduced |
| Salvus Wealth Management, LLC | 1,567 | $641.5K | 0.52% | +1,567 | New |
| Isthmus Partners, LLC | 1,574 | $644.4K | 0.09% | −15,038−90.5% | Reduced |
| Abner Herrman & Brock LLC | 1,576 | $645.0K | 0.10% | +32+2.1% | Added |
| Investment Partners, Ltd. | 1,580 | $646.8K | 0.34% | −5,223−76.8% | Reduced |
| Coastal Capital Group, Inc. | 1,582 | $647.5K | 0.15% | +142+9.9% | Added |
| Everhart Financial Group, Inc. | 1,583 | $647.9K | 0.29% | −26−1.6% | Reduced |
| Global Assets Advisory, LLC | 1,569 | $649.7K | 0.66% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,587 | $649.9K | 0.32% | −1,574−49.8% | Reduced |