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, Q3 2022
Institutional positions in SPDR S&P 500 ETF Trust as of Sep 30, 2022. 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
- 3,059
- +5 vs. Q2 2022
- Shares held
- 562.7M
- +14.2M (+2.6%) vs. Q2 2022
- Total value
- $200.9B
- −$6.02B (−2.9%) vs. Q2 2022
- New holders
- 144
- 1,321 more added
- Sold out
- 139
- 1,170 more reduced
45 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whalerock Point Partners, LLC | 3,284 | $1.17M | 0.52% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 3,673 | $1.17M | 0.33% | +572+18.4% | Added |
| WealthBridge Investment Counsel Inc. | 3,294 | $1.18M | 0.62% | −24−0.7% | Reduced |
| Compass Financial Advisors LLC | 3,295 | $1.18M | 1.75% | +9+0.3% | Added |
| Hanson & Doremus Investment Management | 3,305 | $1.18M | 0.30% | +10.0% | Added |
| South Shore Capital Advisors | 3,309 | $1.18M | 2.80% | +21+0.6% | Added |
| Sterling Investment Advisors, Ltd. | 3,323 | $1.19M | 0.44% | +10.0% | Added |
| Manhattan West Asset Management, LLC | 3,327 | $1.19M | 0.74% | +553+19.9% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,339 | $1.19M | 1.14% | 00.0% | Unchanged |
| PFS Investments Inc. | 3,347 | $1.20M | 0.03% | −935−21.8% | Reduced |
| Tradition Wealth Management, LLC | 3,357 | $1.20M | 0.18% | +178+5.6% | Added |
| Rhumbline Advisers | 3,361 | $1.20M | 0.00% | −70−2.0% | Reduced |
| Endurance Wealth Management, Inc. | 3,366 | $1.20M | 0.20% | +45+1.4% | Added |
| Renaissance Investment Group LLC | 3,175 | $1.20M | 0.37% | −95−2.9% | Reduced |
| Ingalls & Snyder LLC | 3,368 | $1.20M | 0.07% | +771+29.7% | Added |
| Investment Advisory Services Inc | 3,379 | $1.21M | 0.72% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 3,387 | $1.21M | 0.22% | −300−8.1% | Reduced |
| Cranbrook Wealth Management, LLC | 3,390 | $1.21M | 0.31% | 00.0% | Unchanged |
| Hemington Wealth Management | 3,397 | $1.21M | 0.53% | −5−0.1% | Reduced |
| Congress Park Capital LLC | 3,397 | $1.21M | 0.80% | +600+21.5% | Added |
| Sabal Trust CO | 3,398 | $1.21M | 0.09% | −1,205−26.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,403 | $1.22M | 0.30% | −213−5.9% | Reduced |
| BerganKDV Wealth Management, LLC | 3,405 | $1.22M | 0.15% | −84−2.4% | Reduced |
| Ironwood Investment Counsel, LLC | 3,412 | $1.22M | 0.35% | −559−14.1% | Reduced |
| Annapolis Financial Services, LLC | 3,413 | $1.22M | 0.45% | +202+6.3% | Added |
| HC Advisors, LLC | 3,418 | $1.22M | 0.84% | +3+0.1% | Added |
| Shakespeare Wealth Management, Inc. | 3,424 | $1.22M | 0.52% | +447+15.0% | Added |
| Pictet North America Advisors SA | 3,426 | $1.22M | 0.20% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 3,433 | $1.23M | 0.50% | −4−0.1% | Reduced |
| Ford Financial Group, LLC | 3,444 | $1.23M | 0.51% | −6,398−65.0% | Reduced |
| Northstar Group, Inc. | 3,448 | $1.23M | 0.37% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 3,451 | $1.24M | 0.28% | −10,000−74.3% | Reduced |
| MA Private Wealth | 3,267 | $1.24M | 0.31% | +26+0.8% | Added |
| Red Cedar Capital, LLC | 3,473 | $1.24M | 0.87% | +32+0.9% | Added |
| Plotkin Financial Advisors, LLC | 3,487 | $1.25M | 1.26% | +869+33.2% | Added |
| Pin Oak Investment Advisors Inc | 3,490 | $1.25M | 1.57% | +122+3.6% | Added |
| Hutchinson Capital Management | 3,501 | $1.25M | 0.34% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,500 | $1.25M | 1.08% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,500 | $1.25M | 0.12% | +3,500 | New |
| Private Wealth Group, LLC | 3,508 | $1.25M | 1.96% | +136+4.0% | Added |
| 9258 Wealth Management, LLC | 3,522 | $1.26M | 0.32% | +55+1.6% | Added |
| Sanford Advisory Services, LLC | 3,530 | $1.26M | 0.36% | −385−9.8% | Reduced |
| HM Capital Management, LLC | 3,535 | $1.26M | 0.76% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 3,541 | $1.26M | 0.27% | −22−0.6% | Reduced |
| First American Trust, FSB | 3,540 | $1.26M | 0.21% | +268+8.2% | Added |
| McMillion Capital Management Inc | 3,546 | $1.27M | 1.17% | −418−10.5% | Reduced |
| Sensible Financial Planning & Management, LLC. | 3,551 | $1.27M | 0.33% | +10.0% | Added |
| XML Financial, LLC | 3,559 | $1.27M | 0.18% | +335+10.4% | Added |
| Triangle Securities Wealth Management | 3,563 | $1.27M | 0.52% | −7−0.2% | Reduced |
| Old Port Advisors | 3,379 | $1.27M | 0.51% | −45−1.3% | Reduced |
| AlphaStar Capital Management, LLC | 3,568 | $1.27M | 0.14% | +165+4.8% | Added |
| One Day In July LLC | 3,571 | $1.28M | 0.30% | +68+1.9% | Added |
| Vicus Capital | 14,624 | $1.28M | 0.15% | −209−1.4% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,584 | $1.28M | 0.13% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $1.28M | 0.33% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 3,598 | $1.28M | 0.16% | +287+8.7% | Added |
| Empirical Asset Management, LLC | 3,604 | $1.29M | 1.40% | +37+1.0% | Added |
| Douglass Winthrop Advisors, LLC | 3,605 | $1.29M | 0.04% | +266+8.0% | Added |
| Capital Analysts, LLC | 3,611 | $1.29M | 0.09% | +47+1.3% | Added |
| Birch Hill Investment Advisors LLC | 3,616 | $1.29M | 0.09% | −125−3.3% | Reduced |
| Column Capital Advisors, LLC | 3,621 | $1.29M | 0.27% | −3−0.1% | Reduced |
| Clearwater Capital Advisors, LLC | 3,621 | $1.29M | 0.18% | +157+4.5% | Added |
| Quantbot Technologies LP | 3,621 | $1.29M | 0.10% | +3,621 | New |
| Continuum Advisory, LLC | 4,978 | $1.30M | 0.23% | +98+2.0% | Added |
| Archford Capital Strategies, LLC | 3,640 | $1.30M | 0.34% | +338+10.2% | Added |
| Westbourne Investment Advisors, Inc. | 3,646 | $1.30M | 0.69% | −112−3.0% | Reduced |
| Oberweis Asset Management Inc | 3,647 | $1.30M | 0.30% | +11+0.3% | Added |
| Coastwise Capital Group, LLC | 3,660 | $1.31M | 2.06% | −4,593−55.7% | Reduced |
| Stoneridge Investment Partners LLC | 3,665 | $1.31M | 0.77% | −150−3.9% | Reduced |
| Maltin Wealth Management, Inc. | 3,665 | $1.31M | 1.03% | +312+9.3% | Added |
| RGT Wealth Advisors, LLC | 3,669 | $1.31M | 0.21% | +1,425+63.5% | Added |
| Consilio Wealth Advisors, LLC | 3,672 | $1.31M | 1.03% | +354+10.7% | Added |
| Atlantic Union Bankshares Corp | 3,684 | $1.32M | 0.15% | −199−5.1% | Reduced |
| Patton Albertson Miller Group, LLC | 3,685 | $1.32M | 0.28% | −99−2.6% | Reduced |
| Lokken Investment Group LLC | 3,698 | $1.32M | 1.14% | −251−6.4% | Reduced |
| Bank of Nova Scotia Trust Co | 3,700 | $1.32M | 0.15% | +5+0.1% | Added |
| Fermata Advisors, LLC | 3,702 | $1.32M | 0.43% | +492+15.3% | Added |
| Sage Financial Group Inc | 3,703 | $1.32M | 0.18% | +51+1.4% | Added |
| Elite Wealth Management, Inc. | 3,713 | $1.33M | 0.72% | −161−4.2% | Reduced |
| Banta Asset Management LP | 3,720 | $1.33M | 1.77% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 3,726 | $1.33M | 0.35% | −233−5.9% | Reduced |
| BCS Wealth Management | 3,733 | $1.33M | 0.63% | +105+2.9% | Added |
| Cottage Street Advisors LLC | 3,748 | $1.34M | 1.10% | +87+2.4% | Added |
| Front Row Advisors LLC | 3,735 | $1.34M | 0.69% | +220+6.3% | Added |
| Black Diamond Financial, LLC | 3,765 | $1.34M | 0.54% | −23−0.6% | Reduced |
| Ascent Group, LLC | 3,485 | $1.35M | 0.16% | −322−8.5% | Reduced |
| Sonata Capital Group Inc | 3,771 | $1.35M | 0.74% | −72−1.9% | Reduced |
| Sheets Smith Wealth Management | 3,771 | $1.35M | 0.22% | +8+0.2% | Added |
| Lantz Financial LLC | 3,784 | $1.35M | 0.70% | +913+31.8% | Added |
| Spring Capital Management, LLC | 3,788 | $1.35M | 1.29% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 3,795 | $1.36M | 0.42% | +162+4.5% | Added |
| BTR Capital Management Inc | 3,783 | $1.36M | 0.21% | 00.0% | Unchanged |
| Apriem Advisors | 3,803 | $1.36M | 0.24% | −12,098−76.1% | Reduced |
| Droms Strauss Advisors Inc | 3,804 | $1.36M | 0.67% | −10.0% | Reduced |
| Peninsula Asset Management Inc | 3,807 | $1.36M | 0.87% | +10+0.3% | Added |
| Ulland Investment Advisors, LLC | 3,816 | $1.36M | 1.49% | −16−0.4% | Reduced |
| Aviance Capital Partners, LLC | 3,816 | $1.36M | 0.34% | +86+2.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,820 | $1.36M | 0.11% | −37−1.0% | Reduced |
| Traynor Capital Management, Inc. | 3,819 | $1.36M | 0.24% | +64+1.7% | Added |
| Northside Capital Management, LLC | 3,820 | $1.36M | 0.44% | +247+6.9% | Added |