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 |
|---|---|---|---|---|---|
| ZWJ Investment Counsel Inc | 9,107 | $3.73M | 0.21% | −842−8.5% | Reduced |
| EHP Funds Inc. | 9,100 | $3.73M | 0.82% | +3,600+65.5% | Added |
| Stevens Capital Management LP | 9,100 | $3.73M | 0.92% | +9,100 | New |
| Rehmann Capital Advisory Group | 9,093 | $3.72M | 0.35% | −15−0.2% | Reduced |
| Clark Capital Management Group, Inc. | 9,083 | $3.72M | 0.04% | −745−7.6% | Reduced |
| Callan Capital, LLC | 9,062 | $3.71M | 0.43% | +5+0.1% | Added |
| Sage Advisory Services, Ltd.Co. | 9,050 | $3.71M | 1.05% | +250+2.8% | Added |
| Orca Investment Management, LLC | 9,022 | $3.69M | 4.53% | −35−0.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 8,982 | $3.68M | 0.70% | −473−5.0% | Reduced |
| Sterneck Capital Management, LLC | 8,974 | $3.67M | 2.32% | +64+0.7% | Added |
| Nikulski Financial, Inc. | 8,925 | $3.65M | 1.61% | −290−3.1% | Reduced |
| Madden Advisory Services, Inc. | 8,897 | $3.64M | 2.56% | −112−1.2% | Reduced |
| RKL Wealth Management LLC | 8,894 | $3.64M | 0.46% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 8,894 | $3.64M | 1.22% | −25−0.3% | Reduced |
| Founders Financial Alliance, LLC | 8,883 | $3.64M | 1.82% | −380−4.1% | Reduced |
| Family Legacy, Inc. | 8,881 | $3.64M | 1.56% | +72+0.8% | Added |
| Wealthstream Advisors, Inc. | 8,869 | $3.63M | 2.17% | +20+0.2% | Added |
| Guyasuta Investment Advisors Inc | 8,835 | $3.62M | 0.28% | +245+2.9% | Added |
| Interchange Capital Partners, LLC | 8,830 | $3.62M | 1.97% | +762+9.4% | Added |
| BFSG, LLC | 8,829 | $3.61M | 0.67% | −11,525−56.6% | Reduced |
| ELCO Management Co., LLC | 8,814 | $3.61M | 2.62% | +11+0.1% | Added |
| Sandbox Financial Partners, LLC | 8,812 | $3.61M | 2.18% | +442+5.3% | Added |
| Metlife Inc | 8,789 | $3.60M | 35.73% | −150−1.7% | Reduced |
| WPWealth LLP | 8,782 | $3.60M | 1.66% | −176−2.0% | Reduced |
| Emfo, LLC | 8,729 | $3.57M | 3.38% | −199−2.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 8,723 | $3.57M | 0.27% | +16+0.2% | Added |
| Solidarilty Wealth, LLC | 8,690 | $3.57M | 1.62% | +8,690 | New |
| Donaldson Capital Management, LLC | 8,700 | $3.56M | 0.17% | +37+0.4% | Added |
| Centric Wealth Management | 8,697 | $3.56M | 1.55% | +4,774+121.7% | Added |
| Operose Advisors LLC | 8,678 | $3.55M | 1.76% | +20+0.2% | Added |
| Granite Bay Wealth Management, LLC | 8,670 | $3.55M | 2.48% | −77,746−90.0% | Reduced |
| NWF Advisory Services Inc. | 7,999 | $3.55M | 0.82% | +7,999 | New |
| Waycross Investment Management Co | 8,628 | $3.53M | 3.53% | −15−0.2% | Reduced |
| Sightline Wealth Advisors, LLC | 8,610 | $3.52M | 3.60% | −140−1.6% | Reduced |
| My Personal CFO, LLC | 8,597 | $3.52M | 3.00% | +3,111+56.7% | Added |
| Sage Rhino Capital LLC | 8,592 | $3.52M | 1.03% | 00.0% | Unchanged |
| McDonald Partners LLC | 8,566 | $3.51M | 1.14% | −389−4.3% | Reduced |
| Weinberger Asset Management, Inc | 8,545 | $3.50M | 2.03% | +13+0.2% | Added |
| Private Wealth Partners, LLC | 8,545 | $3.50M | 0.35% | +127+1.5% | Added |
| Omega Financial Group, LLC | 8,534 | $3.49M | 1.61% | +2,629+44.5% | Added |
| Security Financial Services, INC. | 8,522 | $3.49M | 1.06% | −366−4.1% | Reduced |
| Bramshill Investments, LLC | 8,467 | $3.47M | 0.41% | −46,034−84.5% | Reduced |
| Guidance Point Advisors, LLC | 8,468 | $3.47M | 1.40% | +27+0.3% | Added |
| Avalon Trust Co | 8,466 | $3.47M | 0.34% | +8,466 | New |
| Laidlaw Wealth Management LLC | 8,462 | $3.46M | 0.71% | −744−8.1% | Reduced |
| Fisher Asset Management, LLC | 8,444 | $3.46M | 0.00% | −322−3.7% | Reduced |
| RWM Asset Management, LLC | 8,441 | $3.46M | 0.71% | +1,478+21.2% | Added |
| Alley Investment Management Company, LLC | 8,432 | $3.45M | 0.58% | −8,874−51.3% | Reduced |
| Svenska Handelsbanken AB (publ) | 8,428 | $3.45M | 79.22% | −7,503−47.1% | Reduced |
| NWK Group, Inc. | 8,410 | $3.44M | 2.24% | +386+4.8% | Added |
| Hamilton Point Investment Advisors, LLC | 8,374 | $3.44M | 0.84% | +8,374 | New |
| Regis Acquisition Inc. | 8,372 | $3.43M | 1.62% | +8,372 | New |
| TruWealth Advisors, LLC | 8,369 | $3.43M | 0.31% | +27+0.3% | Added |
| Hallmark Capital Management Inc | 8,350 | $3.42M | 0.31% | −339−3.9% | Reduced |
| SkyView Investment Advisors, LLC | 8,339 | $3.41M | 0.80% | +266+3.3% | Added |
| Evergreen Advisors, LLC | 8,321 | $3.41M | 1.26% | −1,063−11.3% | Reduced |
| Meridian Investment Counsel Inc. | 8,316 | $3.40M | 1.29% | −75−0.9% | Reduced |
| Pegasus Asset Management, Inc. | 8,315 | $3.40M | 1.69% | −93−1.1% | Reduced |
| Sachem Head Capital Management LP | 8,300 | $3.40M | 0.15% | −31,500−79.1% | Reduced |
| Annex Advisory Services, LLC | 8,284 | $3.39M | 0.18% | −320−3.7% | Reduced |
| Almanack Investment Partners, LLC. | 8,252 | $3.38M | 0.67% | −111−1.3% | Reduced |
| Certified Advisory Corp | 8,246 | $3.38M | 0.60% | +372+4.7% | Added |
| Laraway Financial Inc | 8,240 | $3.37M | 3.42% | −259−3.0% | Reduced |
| Empirical Asset Management, LLC | 8,223 | $3.37M | 3.22% | +2,726+49.6% | Added |
| Creative Financial Designs Inc | 8,182 | $3.35M | 0.44% | +328+4.2% | Added |
| Loudon Investment Management, LLC | 8,179 | $3.35M | 2.32% | +329+4.2% | Added |
| Aurora Private Wealth, Inc. | 8,163 | $3.34M | 3.56% | −13−0.2% | Reduced |
| AFS Financial Group, LLC | 8,118 | $3.32M | 2.22% | +100+1.2% | Added |
| Resurgent Financial Advisors LLC | 8,087 | $3.31M | 2.23% | −3,835−32.2% | Reduced |
| Chesapeake Wealth Management | 8,086 | $3.31M | 1.38% | +267+3.4% | Added |
| Orin Green Financial, LLC | 8,070 | $3.30M | 1.79% | +282+3.6% | Added |
| Toroso Investments, LLC | 8,058 | $3.30M | 0.11% | +3,223+66.7% | Added |
| Silver Oak Securities, Inc | 8,051 | $3.30M | 0.54% | +3,064+61.4% | Added |
| Marietta Wealth Management, LLC | 8,050 | $3.30M | 0.70% | −193−2.3% | Reduced |
| Coastwise Capital Group, LLC | 8,038 | $3.29M | 3.76% | −4,893−37.8% | Reduced |
| Cherrydale Wealth Management, LLC | 8,036 | $3.29M | 2.49% | +35+0.4% | Added |
| Unique Wealth, LLC | 8,005 | $3.28M | 1.59% | −86−1.1% | Reduced |
| Mengis Capital Management, Inc. | 7,999 | $3.28M | 0.69% | −165−2.0% | Reduced |
| Ridgecrest Wealth Partners, LLC | 7,996 | $3.27M | 2.33% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 7,995 | $3.27M | 0.11% | −878−9.9% | Reduced |
| Pinnacle Family Advisors, LLC | 7,993 | $3.27M | 1.99% | +915+12.9% | Added |
| Truepoint, Inc. | 7,980 | $3.27M | 0.11% | −767−8.8% | Reduced |
| Madison Wealth Partners, Inc | 7,949 | $3.25M | 1.64% | +34+0.4% | Added |
| VeraBank, N.A. | 7,943 | $3.25M | 1.51% | −1,000−11.2% | Reduced |
| First United Bank Trust | 7,935 | $3.25M | 1.52% | −372−4.5% | Reduced |
| SL Advisors, LLC | 7,930 | $3.25M | 6.96% | +47+0.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 7,914 | $3.24M | 0.33% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 7,911 | $3.24M | 0.82% | −141−1.8% | Reduced |
| Long Run Wealth Advisors, LLC | 7,895 | $3.23M | 1.10% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 7,889 | $3.23M | 2.41% | +27+0.3% | Added |
| Garden State Investment Advisory Services LLC | 7,877 | $3.23M | 1.64% | −699−8.2% | Reduced |
| Cohen Capital Management, Inc. | 7,864 | $3.22M | 0.65% | +20.0% | Added |
| Personal Cfo Solutions, LLC | 7,843 | $3.21M | 0.66% | +81+1.0% | Added |
| Clientfirst Wealth Management, LLC | 7,861 | $3.21M | 4.27% | 00.0% | Unchanged |
| True Capital Management | 7,806 | $3.20M | 2.19% | −1,582−16.9% | Reduced |
| Per Stirling Capital Management, LLC. | 7,802 | $3.19M | 0.69% | −1,113−12.5% | Reduced |
| Samalin Investment Counsel, LLC | 7,801 | $3.19M | 1.93% | +154+2.0% | Added |
| Montis Financial, LLC | 7,772 | $3.18M | 2.46% | −662−7.8% | Reduced |
| Levin Capital Strategies, L.P. | 7,734 | $3.17M | 0.40% | +7+0.1% | Added |
| Resolute Partners Group | 7,684 | $3.16M | 0.37% | −542−6.6% | Reduced |