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 |
|---|---|---|---|---|---|
| Corbin Capital Partners, L.P. | 12,800 | $5.24M | 2.92% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 12,799 | $5.24M | 3.78% | +8,446+194.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 12,785 | $5.23M | 0.19% | −435−3.3% | Reduced |
| Ameraudi Asset Management, Inc. | 12,774 | $5.23M | 2.28% | −288−2.2% | Reduced |
| United Asset Strategies, Inc. | 12,770 | $5.23M | 0.69% | −89−0.7% | Reduced |
| RFG Advisory, LLC | 12,744 | $5.22M | 0.26% | +2,899+29.4% | Added |
| Virtu Financial LLC | 12,691 | $5.20M | 0.55% | +12,691 | New |
| Castleview Partners, LLC | 12,659 | $5.18M | 4.59% | −4,209−25.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 12,656 | $5.18M | 2.32% | −75,278−85.6% | Reduced |
| Capital Wealth Management, LLC | 12,653 | $5.18M | 2.97% | −2,507−16.5% | Reduced |
| Arkansas Financial Group, Inc. | 12,593 | $5.16M | 1.07% | −297−2.3% | Reduced |
| Voya Investment Management LLC | 12,569 | $5.15M | 0.01% | −2,217−15.0% | Reduced |
| Magnus Financial Group LLC | 12,546 | $5.14M | 0.78% | −349−2.7% | Reduced |
| Miracle Mile Advisors, LLC | 12,496 | $5.12M | 0.17% | −320−2.5% | Reduced |
| Ziegler Capital Management, LLC | 12,423 | $5.09M | 0.20% | −379−3.0% | Reduced |
| Proequities, Inc. | 12,366 | $5.08M | 0.39% | +1,388+12.6% | Added |
| American Institute for Advanced Investment Management, LLP | 12,398 | $5.08M | 5.41% | −1,469−10.6% | Reduced |
| Strategic Investment Management, LLC | 12,480 | $5.07M | 5.79% | −530−4.1% | Reduced |
| Amplius Wealth Advisors, LLC | 12,363 | $5.06M | 0.73% | +383+3.2% | Added |
| Bank of New Hampshire | 12,324 | $5.05M | 1.51% | −896−6.8% | Reduced |
| KLK Capital Management LLC | 12,316 | $5.04M | 6.45% | +78+0.6% | Added |
| Forum Financial Management, LP | 12,315 | $5.04M | 0.15% | −117−0.9% | Reduced |
| Lowery Thomas, LLC | 12,309 | $5.04M | 5.56% | +957+8.4% | Added |
| Naples Global Advisors, LLC | 12,234 | $5.03M | 0.63% | −46−0.4% | Reduced |
| IronBridge Private Wealth, LLC | 12,247 | $5.01M | 3.20% | +11,479+1,494.7% | Added |
| Sharp Capital Gestora de Recursos Ltda. | 12,227 | $5.01M | 4.06% | +12,227 | New |
| Single Point Partners, LLC | 12,219 | $5.00M | 1.09% | +248+2.1% | Added |
| Sunbelt Securities, Inc. | 12,385 | $5.00M | 0.80% | +1,768+16.7% | Added |
| Cliffwater LLC | 12,204 | $5.00M | 1.60% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 12,198 | $4.99M | 1.46% | −698−5.4% | Reduced |
| Kettle Hill Capital Management, LLC | 12,184 | $4.99M | 1.15% | −5,955−32.8% | Reduced |
| Nelson Capital Management, LLC | 12,182 | $4.99M | 1.42% | +5,020+70.1% | Added |
| Old North State Trust, LLC | 12,178 | $4.99M | 3.45% | −100−0.8% | Reduced |
| Clear Creek Financial Management, LLC | 12,155 | $4.98M | 0.95% | −1,339−9.9% | Reduced |
| West Bancorporation Inc | 12,153 | $4.98M | 3.79% | −227−1.8% | Reduced |
| Moloney Securities Asset Management, LLC | 12,139 | $4.97M | 0.93% | −191−1.5% | Reduced |
| WestEnd Advisors, LLC | – | $4.97M | 0.15% | – | – |
| Vishria Bird Financial Group, LLC | 12,125 | $4.96M | 3.18% | −729−5.7% | Reduced |
| Tactive Advisors, LLC | 12,120 | $4.96M | 3.69% | +5,663+87.7% | Added |
| Catalyst Financial Partners LLC | 12,103 | $4.95M | 2.12% | +997+9.0% | Added |
| Keystone Wealth Services, LLC | 12,071 | $4.94M | 2.02% | +462+4.0% | Added |
| Smith & Howard Wealth Management, LLC | 12,059 | $4.94M | 1.70% | +10,650+755.9% | Added |
| WealthTrust Asset Management, LLC | 12,040 | $4.93M | 4.69% | −186−1.5% | Reduced |
| NFP Retirement, Inc. | 12,026 | $4.92M | 0.98% | +2,798+30.3% | Added |
| Silphium Asset Management Ltd | 12,000 | $4.91M | 4.15% | +12,000 | New |
| RNC Capital Management LLC | 11,970 | $4.90M | 0.28% | −16,220−57.5% | Reduced |
| Windsor Capital Management, LLC | 11,959 | $4.90M | 1.68% | −208−1.7% | Reduced |
| Front Barnett Associates LLC | 11,950 | $4.89M | 0.58% | −10−0.1% | Reduced |
| Westmount Partners, LLC | 11,949 | $4.89M | 2.26% | +618+5.5% | Added |
| Armbruster Capital Management, Inc. | 11,891 | $4.87M | 1.24% | −305−2.5% | Reduced |
| Bensler, LLC | 11,886 | $4.87M | 0.98% | +95+0.8% | Added |
| Garrett Investment Advisors LLC | 11,880 | $4.86M | 0.77% | +445+3.9% | Added |
| TRUE Private Wealth Advisors | 11,860 | $4.86M | 0.72% | +8,825+290.8% | Added |
| Cary Street Partners Asset Management LLC | 11,833 | $4.84M | 0.92% | −1,008−7.8% | Reduced |
| Ami Investment Management Inc | 11,790 | $4.83M | 2.25% | −732−5.8% | Reduced |
| Hilltop Holdings Inc. | 11,787 | $4.83M | 0.65% | −11,986−50.4% | Reduced |
| Compass Financial Group, Inc. | 79,880 | $4.82M | 3.03% | +10,387+14.9% | Added |
| Royal Capital Wealth Management, LLC | 11,781 | $4.82M | 4.86% | +1,371+13.2% | Added |
| Peddock Capital Advisors, LLC | 11,750 | $4.81M | 1.67% | +125+1.1% | Added |
| Ropes Wealth Advisors LLC | 11,738 | $4.81M | 0.87% | +1,627+16.1% | Added |
| Bishop Rock Capital, L.P. | 11,734 | $4.80M | 7.45% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 11,703 | $4.79M | 0.46% | −49−0.4% | Reduced |
| Journey Advisory Group, LLC | 11,688 | $4.79M | 0.76% | −1,196−9.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 11,680 | $4.78M | 3.18% | −85−0.7% | Reduced |
| Alta Wealth Advisors LLC | 11,668 | $4.78M | 3.01% | −202−1.7% | Reduced |
| CIC Wealth, LLC | 11,641 | $4.77M | 1.80% | +4,319+59.0% | Added |
| First City Capital Management, Inc. | 11,452 | $4.76M | 2.79% | −249−2.1% | Reduced |
| CMG Global Holdings, LLC | 11,592 | $4.75M | 4.30% | +387+3.5% | Added |
| Acorn Financial Advisory Services Inc | 11,571 | $4.74M | 0.92% | +3,839+49.7% | Added |
| Guardian Capital Advisors LP | 11,587 | $4.73M | 0.54% | +232+2.0% | Added |
| JDM Financial Group LLC | 11,514 | $4.71M | 4.34% | −92−0.8% | Reduced |
| Triad Financial Advisors, Inc. | 11,512 | $4.71M | 2.05% | −442−3.7% | Reduced |
| Mark Stevens | 11,503 | $4.71M | 0.60% | −88−0.8% | Reduced |
| First Heartland Consultants, Inc. | 11,501 | $4.71M | 0.71% | +2,487+27.6% | Added |
| DRW Securities, LLC | 11,499 | $4.71M | 0.69% | −576,849−98.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 11,495 | $4.71M | 0.78% | −798−6.5% | Reduced |
| Rockingstone Advisors LLC | 11,474 | $4.70M | 2.86% | +175+1.5% | Added |
| Clear Street Markets LLC | 11,468 | $4.70M | 1.30% | +3,268+39.9% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 11,466 | $4.69M | 0.09% | −108,716−90.5% | Reduced |
| Wedmont Private Capital | 11,401 | $4.67M | 0.62% | +437+4.0% | Added |
| Oder Investment Management, LLC | 11,370 | $4.65M | 5.45% | +87+0.8% | Added |
| Seelaus Asset Management LLC | 11,224 | $4.65M | 3.51% | +111+1.0% | Added |
| Clare Market Investments LLC | 11,345 | $4.64M | 1.94% | +957+9.2% | Added |
| Krilogy Financial LLC | 11,338 | $4.64M | 0.39% | −1,455−11.4% | Reduced |
| Hoylecohen, LLC | 11,327 | $4.64M | 0.43% | −487−4.1% | Reduced |
| Port Capital LLC | 11,300 | $4.63M | 0.30% | −317−2.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11,238 | $4.60M | 0.01% | −381−3.3% | Reduced |
| Sitrin Capital Management LLC | 11,233 | $4.60M | 2.79% | +230+2.1% | Added |
| Sassicaia Capital Advisers LLC | 11,225 | $4.60M | 3.99% | −4,864−30.2% | Reduced |
| Weil Company, Inc. | 11,164 | $4.57M | 2.07% | −15,642−58.4% | Reduced |
| Broderick Brian C | 11,162 | $4.57M | 1.28% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 11,150 | $4.56M | 0.64% | −986−8.1% | Reduced |
| Financial Advisory Service, Inc. | 11,098 | $4.54M | 0.49% | −2,206−16.6% | Reduced |
| MinichMacGregor Wealth Management, LLC | 11,087 | $4.54M | 1.50% | −4,502−28.9% | Reduced |
| Sutton Wealth Advisors Inc. | 11,067 | $4.53M | 2.42% | −7,460−40.3% | Reduced |
| Bragg Financial Advisors, Inc | 11,041 | $4.52M | 0.27% | −77−0.7% | Reduced |
| Ausdal Financial Partners, Inc. | 11,039 | $4.52M | 0.62% | −7−0.1% | Reduced |
| HBK Sorce Advisory LLC | 11,011 | $4.51M | 0.20% | −17,601−61.5% | Reduced |
| TCG Advisory Services, LLC | 11,010 | $4.51M | 0.95% | +11,010 | New |
| Boothe Investment Group, Inc. | 11,003 | $4.50M | 2.40% | +287+2.7% | Added |