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 |
|---|---|---|---|---|---|
| Summit Wealth Partners, LLC | 15,061 | $6.17M | 1.58% | −144−0.9% | Reduced |
| GFG Capital, LLC | 10,850 | $6.16M | 1.40% | −5,290−32.8% | Reduced |
| Fayez Sarofim & Co | 15,011 | $6.15M | 0.02% | −11,846−44.1% | Reduced |
| Epacria Capital Partners, LLC | 15,000 | $6.14M | 4.82% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 14,991 | $6.14M | 4.43% | −221−1.5% | Reduced |
| CSS LLC | 14,977 | $6.13M | 0.46% | +5,500+58.0% | Added |
| Summit Wealth & Retirement Planning, Inc. | 14,947 | $6.12M | 2.29% | +1,146+8.3% | Added |
| Family Management Corp | 14,938 | $6.12M | 1.41% | +97+0.7% | Added |
| Bridgeworth, LLC | 14,894 | $6.10M | 0.77% | −410−2.7% | Reduced |
| Kolinsky Wealth Management, LLC | 14,773 | $6.05M | 6.42% | −121−0.8% | Reduced |
| Zurich Insurance Group Ltd | 14,757 | $6.04M | 0.08% | −6,371−30.2% | Reduced |
| Peoples Bank | 14,761 | $6.04M | 3.86% | +19+0.1% | Added |
| Advisor OS, LLC | 14,751 | $6.04M | 1.45% | −215−1.4% | Reduced |
| First American Bank | 14,750 | $6.04M | 0.55% | −1,554−9.5% | Reduced |
| Nvest Financial, LLC | 14,731 | $6.03M | 6.28% | +106+0.7% | Added |
| Lavaca Capital LLC | 14,745 | $6.01M | 1.40% | −17,700−54.6% | Reduced |
| Integrity Financial Corp | 14,659 | $6.00M | 4.93% | +5,444+59.1% | Added |
| Mirabella Financial Services LLP | 14,630 | $5.99M | 1.28% | −571,200−97.5% | Reduced |
| BTC Capital Management, Inc. | 14,627 | $5.99M | 0.69% | 00.0% | Unchanged |
| Smithfield Trust Co | 14,595 | $5.97M | 0.38% | −131−0.9% | Reduced |
| Adams Wealth Management | 14,590 | $5.97M | 1.93% | +14,590 | New |
| Quantinno Capital Management LP | 14,578 | $5.97M | 0.39% | +1,207+9.0% | Added |
| Alera Investment Advisors, LLC | 14,549 | $5.96M | 1.37% | −55−0.4% | Reduced |
| Caerus Investment Advisors, LLC | 14,536 | $5.95M | 6.85% | +83+0.6% | Added |
| Pettinga Financial Advisors, LLC | 14,530 | $5.95M | 1.85% | −7,364−33.6% | Reduced |
| Kingsview Wealth Management, LLC | 14,516 | $5.94M | 0.25% | −8,633−37.3% | Reduced |
| Moelis Asset Management LP | 14,500 | $5.94M | 100.00% | +8,500+141.7% | Added |
| Checchi Capital Advisers, LLC | 14,487 | $5.93M | 0.57% | +67+0.5% | Added |
| Squarepoint Ops LLC | 14,475 | $5.93M | 0.04% | −7,802−35.0% | Reduced |
| Biltmore Family Office, LLC | 14,418 | $5.92M | 1.25% | +2,317+19.1% | Added |
| PVG Asset Management Corp | 14,458 | $5.92M | 18.94% | +8,209+131.4% | Added |
| Patten Group, Inc. | 14,452 | $5.92M | 1.78% | −378−2.5% | Reduced |
| Objective Capital Management, LLC | 14,434 | $5.91M | 5.40% | +60.0% | Added |
| Private Asset Management Inc | 14,400 | $5.90M | 0.97% | +1,847+14.7% | Added |
| Capital Markets Trading UK LLP | 14,384 | $5.89M | 12.86% | +14,384 | New |
| Aureus Asset Management, LLC | 14,348 | $5.87M | 0.46% | −763−5.0% | Reduced |
| Strategy Asset Managers LLC | 14,348 | $5.87M | 1.43% | −256−1.8% | Reduced |
| PFG Investments, LLC | 14,339 | $5.87M | 1.20% | +14,339 | New |
| Ullmann Financial Group, Inc. | 14,332 | $5.87M | 1.33% | +278+2.0% | Added |
| Colorado Capital Management, Inc. | 14,331 | $5.87M | 4.55% | −259−1.8% | Reduced |
| Perennial Investment Advisors, LLC | 14,323 | $5.86M | 1.10% | +300+2.1% | Added |
| Meritage Portfolio Management | 14,268 | $5.84M | 0.44% | −442−3.0% | Reduced |
| Auxano Advisors, LLC | 14,262 | $5.84M | 2.33% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 14,255 | $5.84M | 0.86% | +3,037+27.1% | Added |
| Waddell & Associates, LLC | 14,228 | $5.82M | 0.91% | +269+1.9% | Added |
| Fulcrum Equity Management | 14,199 | $5.81M | 5.46% | −31,796−69.1% | Reduced |
| Next Level Private LLC | 14,177 | $5.80M | 4.57% | +54+0.4% | Added |
| Arrow Financial Corp | 14,173 | $5.80M | 0.76% | −280−1.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 13,142 | $5.78M | 0.43% | −977−6.9% | Reduced |
| Congress Wealth Management LLC | 14,116 | $5.78M | 0.14% | −15,941−53.0% | Reduced |
| Sierra Capital LLC | 14,067 | $5.76M | 0.93% | −1,283−8.4% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 14,025 | $5.74M | 2.06% | +106+0.8% | Added |
| First Interstate Bank | 13,992 | $5.73M | 0.44% | +470+3.5% | Added |
| C2C Wealth Management, LLC | 14,031 | $5.72M | 0.92% | +873+6.6% | Added |
| Beach Investment Counsel Inc | 13,960 | $5.71M | 0.76% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 13,953 | $5.71M | 0.62% | +2,831+25.5% | Added |
| Watershed Asset Management, L.L.C. | 13,906 | $5.69M | 6.90% | 00.0% | Unchanged |
| Element Wealth, LLC | 13,850 | $5.67M | 4.24% | −145−1.0% | Reduced |
| Aspire Capital Advisors LLC | 13,849 | $5.67M | 2.97% | +396+2.9% | Added |
| Pallas Capital Advisors LLC | 13,729 | $5.66M | 0.53% | +14+0.1% | Added |
| Dohj, LLC | 13,785 | $5.64M | 2.86% | +12,896+1,450.6% | Added |
| Fortitude Advisory Group L.L.C. | 13,773 | $5.64M | 4.40% | −943−6.4% | Reduced |
| Phoenix Holdings Ltd. | 13,764 | $5.62M | 0.13% | −10,375−43.0% | Reduced |
| Latitude Advisors, LLC | 13,689 | $5.60M | 4.04% | +199+1.5% | Added |
| Iron Financial, LLC | 13,688 | $5.60M | 3.08% | −30.0% | Reduced |
| Ashford Capital Management Inc | 13,646 | $5.59M | 0.84% | −535−3.8% | Reduced |
| Aries Wealth Management | 13,630 | $5.58M | 2.29% | −266−1.9% | Reduced |
| TL Private Wealth | 13,571 | $5.56M | 3.15% | −335−2.4% | Reduced |
| HFG Wealth Management, LLC | 13,570 | $5.56M | 1.15% | +13,570 | New |
| LBMC Investment Advisors, LLC | 13,556 | $5.55M | 0.56% | +29+0.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 13,532 | $5.54M | 0.35% | −7,386−35.3% | Reduced |
| BCJ Capital Management, LLC | 13,481 | $5.52M | 0.51% | −11,241−45.5% | Reduced |
| Spears Abacus Advisors LLC | 13,474 | $5.52M | 0.49% | −4,444−24.8% | Reduced |
| Cantor Fitzgerald, L. P. | 13,470 | $5.51M | 0.12% | −2,343,682−99.4% | Reduced |
| Waypoint Capital Advisors, LLC | 13,463 | $5.51M | 1.80% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 13,460 | $5.51M | 2.38% | −124−0.9% | Reduced |
| Good Life Advisors, LLC | 13,431 | $5.50M | 0.70% | −247−1.8% | Reduced |
| WorthPointe, LLC | 13,400 | $5.49M | 3.70% | −7,041−34.4% | Reduced |
| Venturi Wealth Management, LLC | 13,397 | $5.48M | 0.45% | −4,291−24.3% | Reduced |
| Paul Damon & Associates, Inc. | 13,393 | $5.48M | 3.73% | +311+2.4% | Added |
| Zhang Financial LLC | 13,365 | $5.47M | 0.62% | +410+3.2% | Added |
| DDD Partners, LLC | 13,345 | $5.46M | 0.85% | +6,996+110.2% | Added |
| Mairs & Power Inc | 13,336 | $5.46M | 0.06% | −53,327−80.0% | Reduced |
| Walkner Condon Financial Advisors LLC | 13,320 | $5.45M | 1.53% | +337+2.6% | Added |
| PCG Wealth Advisors, LLC | 13,311 | $5.45M | 3.44% | −1,080−7.5% | Reduced |
| McAlister, Sweet & Associates, Inc. | 13,289 | $5.44M | 5.98% | +1,041+8.5% | Added |
| Landmark Financial Advisors, LLC | 13,204 | $5.41M | 2.37% | −138−1.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,180 | $5.40M | 0.05% | −139,320−91.4% | Reduced |
| Iowa State Bank | 13,176 | $5.39M | 1.35% | −806−5.8% | Reduced |
| Castle Rock Wealth Management, LLC | 13,116 | $5.39M | 1.93% | +1,014+8.4% | Added |
| Shoker Investment Counsel, Inc. | 13,117 | $5.37M | 2.35% | −132−1.0% | Reduced |
| Carret Asset Management, LLC | 13,117 | $5.37M | 0.75% | +429+3.4% | Added |
| Collective Family Office LLC | 13,117 | $5.37M | 2.21% | +903+7.4% | Added |
| DBK Financial Counsel, LLC | 12,963 | $5.31M | 7.37% | +465+3.7% | Added |
| Ramiah Investment Group | 12,941 | $5.30M | 4.80% | −176−1.3% | Reduced |
| CRA Financial Services, LLC | 12,900 | $5.28M | 1.57% | +1,592+14.1% | Added |
| Cavalier Investments, LLC | 12,894 | $5.28M | 2.29% | −28,114−68.6% | Reduced |
| Hohimer Wealth Management, LLC | 12,876 | $5.27M | 1.53% | −686−5.1% | Reduced |
| Peak Asset Management, LLC | 12,869 | $5.27M | 1.29% | +415+3.3% | Added |
| Glassman Wealth Services | 12,835 | $5.25M | 0.91% | −30.0% | Reduced |