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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 1,884 | $771.0K | 0.02% | −10,323−84.6% | Reduced |
| Werba Rubin Papier Wealth Management | 1,878 | $771.9K | 0.30% | +6+0.3% | Added |
| Legacy Capital Group California, Inc. | 1,888 | $772.9K | 0.38% | +1,888 | New |
| IMA Wealth, Inc. | 1,893 | $775.0K | 0.20% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 1,896 | $776.4K | 0.85% | −254−11.8% | Reduced |
| SMART Wealth LLC | 1,897 | $776.7K | 0.69% | −6,739−78.0% | Reduced |
| Retirement Group, LLC | 1,900 | $778.0K | 0.36% | −4,721−71.3% | Reduced |
| Left Brain Wealth Management, LLC | 1,885 | $784.0K | 0.53% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 1,916 | $784.4K | 0.39% | −18−0.9% | Reduced |
| Total Wealth Planning, LLC | 1,917 | $784.9K | 0.17% | +132+7.4% | Added |
| CFO4Life Group, LLC | 1,917 | $785.0K | 0.18% | −764−28.5% | Reduced |
| Providence Capital Advisors, LLC | 1,918 | $785.6K | 0.21% | −365−16.0% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 1,929 | $789.5K | 0.72% | +4+0.2% | Added |
| Von Berge Wealth Management Group, LLC | 1,922 | $789.6K | 0.71% | −107−5.3% | Reduced |
| Coastal Bridge Advisors, LLC | 1,933 | $791.3K | 0.20% | −49−2.5% | Reduced |
| Syntegra Private Wealth Group, LLC | 1,935 | $792.2K | 0.14% | −328−14.5% | Reduced |
| Martin Capital Advisors, LLP | 1,937 | $793.0K | 0.82% | −110−5.4% | Reduced |
| N.E.W. Advisory Services LLC | 1,940 | $794.3K | 0.12% | −9−0.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,942 | $794.9K | 0.62% | −10−0.5% | Reduced |
| Delta Financial Group, Inc. | 1,943 | $795.0K | 0.31% | +17+0.9% | Added |
| Carl P. Sherr & Co., LLC | 1,943 | $795.4K | 0.57% | 00.0% | Unchanged |
| Day & Ennis, LLC | 1,949 | $797.7K | 0.30% | −380−16.3% | Reduced |
| Fermata Advisors, LLC | 1,949 | $798.1K | 0.48% | −1,417−42.1% | Reduced |
| Falcon Wealth Planning | 1,951 | $798.7K | 0.20% | +515+35.9% | Added |
| Dorchester Wealth Management Co | 1,951 | $798.7K | 0.16% | +1,951 | New |
| Cora Capital Advisors LLC | 1,952 | $799.2K | 0.60% | +63+3.3% | Added |
| Holderness Investments Co | 1,964 | $804.1K | 0.32% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,971 | $806.8K | 0.02% | −145−6.9% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,975 | $808.5K | 0.85% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 1,983 | $811.8K | 0.30% | −18−0.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,990 | $814.7K | 0.17% | −2,650−57.1% | Reduced |
| Sendero Wealth Management, LLC | 1,992 | $815.5K | 0.25% | +6+0.3% | Added |
| PrairieView Partners, LLC | 1,994 | $816.0K | 0.11% | −1,582−44.2% | Reduced |
| CNB Bank | 1,995 | $816.7K | 0.50% | −9−0.4% | Reduced |
| BTG Pactual Global Asset Management Ltd | 2,000 | $818.8K | 1.20% | −7,560−79.1% | Reduced |
| Bluefin Capital Management, LLC | – | $818.8K | 0.12% | – | – |
| Howard Hughes Medical Institute | 2,000 | $818.8K | 1.45% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 2,000 | $818.8K | 0.56% | 00.0% | Unchanged |
| EMC Capital Management | 2,000 | $819.0K | 0.69% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2,001 | $819.2K | 0.34% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 2,005 | $820.8K | 0.59% | +2,005 | New |
| BOK Financial Private Wealth, Inc. | 2,004 | $823.4K | 0.07% | −11−0.5% | Reduced |
| Buffington Mohr McNeal | 2,020 | $827.0K | 0.19% | −50−2.4% | Reduced |
| Affinity Capital Advisors, LLC | 2,026 | $829.5K | 0.26% | +23+1.1% | Added |
| Coronation Fund Managers Ltd. | 2,035 | $833.1K | 0.02% | +65+3.3% | Added |
| Ti-Trust, Inc | 2,036 | $833.5K | 0.78% | −11−0.5% | Reduced |
| BancFirst Trust & Investment Management | 2,065 | $833.6K | 0.50% | −574−21.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,038 | $834.3K | 0.48% | −36−1.7% | Reduced |
| Fortem Financial Group, LLC | 2,042 | $836.0K | 0.54% | −30−1.4% | Reduced |
| Chapman Investment Management, LLC | 2,043 | $836.4K | 0.69% | −33−1.6% | Reduced |
| Lincoln Capital Corp | 2,045 | $837.2K | 0.49% | +107+5.5% | Added |
| Prossimo Advisors, LLC | 2,050 | $839.0K | 2.05% | 00.0% | Unchanged |
| Asset Planning Corporation | 2,050 | $839.2K | 0.67% | −7−0.3% | Reduced |
| Red Door Wealth Management, LLC | 2,053 | $840.5K | 0.26% | −630−23.5% | Reduced |
| Awm Capital, LLC | 2,054 | $840.8K | 0.24% | +325+18.8% | Added |
| Primoris Wealth Advisors, LLC | 2,057 | $842.1K | 1.04% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 2,058 | $842.5K | 0.30% | −3−0.1% | Reduced |
| Sterling Manor Financial, LLC | 2,059 | $842.9K | 0.82% | −18,337−89.9% | Reduced |
| Viewpoint Capital Management LLC | 2,063 | $844.6K | 0.76% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,064 | $845.2K | 0.10% | +933+82.5% | Added |
| Red Cedar Investment Management, LLC | 2,065 | $845.4K | 0.13% | −13,871−87.0% | Reduced |
| Park Edge Advisors, LLC | 2,068 | $846.6K | 0.33% | 00.0% | Unchanged |
| Next Capital Management LLC | 2,068 | $846.6K | 0.41% | +90+4.6% | Added |
| Mascoma Wealth Management LLC | 2,043 | $849.8K | 0.25% | +32+1.6% | Added |
| Wealthstar Advisors, LLC | 2,076 | $850.2K | 0.36% | −4−0.2% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 2,083 | $852.8K | 0.00% | +496+31.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 2,086 | $854.0K | 0.48% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 2,087 | $854.5K | 0.13% | +2+0.1% | Added |
| Poplar Forest Capital LLC | 2,100 | $859.7K | 0.10% | −25−1.2% | Reduced |
| Vicus Capital | 12,523 | $860.8K | 0.09% | −337−2.6% | Reduced |
| 3Chopt Investment Partners, LLC | 2,100 | $862.9K | 0.46% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 2,113 | $865.2K | 0.40% | +8+0.4% | Added |
| Your Advocates Ltd., LLP | 2,115 | $865.7K | 0.48% | +4+0.2% | Added |
| Silver Oak Advisory Group, Inc. | 2,119 | $867.0K | 0.58% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,123 | $869.0K | 0.06% | +2+0.1% | Added |
| Alpha Financial Partners, LLC | 2,124 | $869.4K | 0.98% | −15−0.7% | Reduced |
| Cape Ann Savings Bank | 2,130 | $872.0K | 0.61% | +35+1.7% | Added |
| HNP Capital LLC | 2,132 | $872.8K | 0.24% | −1,481−41.0% | Reduced |
| Vectors Research Management, LLC | 2,132 | $873.0K | 0.23% | −1,481−41.0% | Reduced |
| Cornerstone Capital, Inc. | 2,133 | $873.2K | 0.11% | +1,105+107.5% | Added |
| Sym Financial Corp | 2,134 | $873.7K | 0.19% | +206+10.7% | Added |
| Appleton Group, LLC | 2,140 | $876.1K | 1.71% | +66+3.2% | Added |
| Alpha Omega Wealth Management LLC | 2,140 | $876.3K | 0.15% | +9+0.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 2,143 | $877.5K | 0.49% | −216−9.2% | Reduced |
| American Capital Management Inc | 2,145 | $878.1K | 0.03% | 00.0% | Unchanged |
| Lam Group, Inc. | 2,150 | $880.2K | 0.86% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,151 | $880.5K | 0.30% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 2,151 | $880.8K | 0.36% | +2,151 | New |
| Northwest Investment Counselors, LLC | 2,154 | $881.7K | 0.25% | +427+24.7% | Added |
| Compass Capital Management, Inc | 2,154 | $881.8K | 0.07% | −8,670−80.1% | Reduced |
| Drive Wealth Management, LLC | 2,146 | $882.0K | 0.37% | +407+23.4% | Added |
| Red Tortoise LLC | 2,156 | $882.7K | 0.59% | +7+0.3% | Added |
| Lewis Capital Management, LLC | 2,158 | $883.5K | 1.33% | 00.0% | Unchanged |
| First Command Bank | 2,159 | $883.9K | 0.09% | −90−4.0% | Reduced |
| First Command Financial Services, Inc. | 2,159 | $883.9K | 0.09% | −90−4.0% | Reduced |
| Strid Group, LLC | 2,152 | $884.2K | 0.20% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,161 | $884.8K | 0.59% | +67+3.2% | Added |
| Ascension Capital Advisors, Inc. | 2,164 | $885.9K | 0.68% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 2,163 | $886.0K | 0.45% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 2,167 | $887.1K | 0.11% | +811+59.8% | Added |