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 |
|---|---|---|---|---|---|
| Stillwater Investment Management, LLC | 4,508 | $1.61M | 0.50% | +3+0.1% | Added |
| MBA Advisors LLC | 4,513 | $1.61M | 1.17% | −28−0.6% | Reduced |
| Motley Fool Wealth Management, LLC | 4,520 | $1.61M | 0.11% | +50+1.1% | Added |
| Ironwood Financial, llc | 4,519 | $1.61M | 0.54% | +182+4.2% | Added |
| Country Trust Bank | 4,531 | $1.62M | 0.05% | 00.0% | Unchanged |
| Valley National Advisers Inc | 4,371 | $1.62M | 0.34% | −29−0.7% | Reduced |
| KFA Private Wealth Group, LLC | 4,543 | $1.62M | 0.86% | +57+1.3% | Added |
| Morningstar Investment Services LLC | 4,272 | $1.62M | 0.02% | +2,830+196.3% | Added |
| Polaris Wealth Advisory Group, LLC | 4,511 | $1.62M | 0.14% | −17,622−79.6% | Reduced |
| Coyle Financial Counsel LLC | 4,549 | $1.63M | 1.08% | −958−17.4% | Reduced |
| Wagner Wealth Management, LLC | 4,560 | $1.63M | 1.21% | −193−4.1% | Reduced |
| Palouse Capital Management, Inc. | 4,560 | $1.63M | 0.93% | 00.0% | Unchanged |
| Weaver Consulting Group | 4,568 | $1.63M | 0.94% | +10.0% | Added |
| Evensky & Katz LLC | 4,572 | $1.63M | 0.19% | +9+0.2% | Added |
| Alpine Global Management, LLC | 4,587 | $1.64M | 0.38% | +4,587 | New |
| Parkside Financial Bank & Trust | 4,589 | $1.64M | 0.52% | +6+0.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,610 | $1.65M | 1.28% | +2,453+113.7% | Added |
| McBroom & Associates, LLC | 4,621 | $1.65M | 1.86% | −296−6.0% | Reduced |
| Hamilton Capital, LLC | 4,624 | $1.65M | 0.11% | −121−2.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,640 | $1.66M | 0.62% | +275+6.3% | Added |
| Greenwood Capital Associates LLC | 4,645 | $1.66M | 0.28% | +3,958+576.1% | Added |
| Credential Qtrade Securities Inc. | 4,650 | $1.66M | 0.13% | +198+4.4% | Added |
| SeaBridge Investment Advisors LLC | 4,655 | $1.66M | 0.58% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 4,657 | $1.66M | 0.71% | +3+0.1% | Added |
| Eagle Global Advisors LLC | 4,655 | $1.66M | 0.12% | +155+3.4% | Added |
| Newfound Research LLC | 4,672 | $1.67M | 4.09% | −4,441−48.7% | Reduced |
| Bull Street Advisors, LLC | 4,672 | $1.67M | 0.94% | 00.0% | Unchanged |
| James Investment Research Inc | 4,682 | $1.67M | 0.24% | +5+0.1% | Added |
| Horizon Wealth Management, LLC | 4,681 | $1.67M | 1.23% | +362+8.4% | Added |
| Horizon Investment Services, LLC | 4,725 | $1.69M | 1.22% | +254+5.7% | Added |
| Legacy Private Trust Co. | 4,735 | $1.69M | 0.16% | +141+3.1% | Added |
| Silicon Hills Wealth Management, LLC | 4,761 | $1.70M | 1.35% | −1,221−20.4% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 4,761 | $1.70M | 0.12% | −9−0.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,762 | $1.70M | 0.62% | +153+3.3% | Added |
| Lee Danner & Bass Inc | 4,785 | $1.71M | 0.18% | +1,113+30.3% | Added |
| White Lighthouse Investment Management Inc. | 4,790 | $1.71M | 0.50% | +275+6.1% | Added |
| Wealthquest Corp | 4,801 | $1.71M | 0.24% | −275−5.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 4,801 | $1.72M | 0.66% | +1,147+31.4% | Added |
| LWS Wealth Advisors, Inc. | 4,811 | $1.72M | 0.66% | −1,359−22.0% | Reduced |
| Beacon Wealthcare LLC | 4,810 | $1.72M | 1.01% | +3,373+234.7% | Added |
| EPIQ Capital Group, LLC | 4,793 | $1.72M | 0.91% | +113+2.4% | Added |
| FDx Advisors, Inc. | 4,828 | $1.72M | 0.08% | +2,024+72.2% | Added |
| Barrett & Company, Inc. | 4,511 | $1.73M | 1.16% | +4,511 | New |
| Hardy Reed LLC | 4,841 | $1.73M | 0.38% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 4,853 | $1.73M | 1.78% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 4,874 | $1.74M | 2.49% | −414−7.8% | Reduced |
| Triton Wealth Management, PLLC | 4,620 | $1.74M | 1.03% | −129−2.7% | Reduced |
| Ironwood Wealth Management, LLC. | 4,617 | $1.74M | 0.78% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 4,880 | $1.74M | 0.08% | −1,220−20.0% | Reduced |
| Boenning & Scattergood, Inc. | 4,879 | $1.74M | 0.36% | −796−14.0% | Reduced |
| Alta Capital Management LLC | 4,884 | $1.74M | 0.14% | −1,085−18.2% | Reduced |
| Toroso Investments, LLC | 4,892 | $1.75M | 0.07% | −790−13.9% | Reduced |
| Interchange Capital Partners, LLC | 4,902 | $1.75M | 1.92% | +3,232+193.5% | Added |
| Trillium Asset Management, LLC | 4,902 | $1.75M | 0.06% | −24−0.5% | Reduced |
| Capital City Trust Co | 4,907 | $1.75M | 0.61% | −145−2.9% | Reduced |
| HCR Wealth Advisors | 4,901 | $1.76M | 0.37% | −45−0.9% | Reduced |
| Abacus Wealth Partners, LLC | 4,922 | $1.76M | 0.93% | −302−5.8% | Reduced |
| Summit Financial Strategies, Inc. | 4,926 | $1.76M | 0.42% | −174−3.4% | Reduced |
| Joseph P. Lucia & Associates, LLC | 4,928 | $1.76M | 1.38% | −85−1.7% | Reduced |
| BHK Investment Advisors, LLC | 4,928 | $1.76M | 0.88% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 4,938 | $1.76M | 1.46% | +9+0.2% | Added |
| Anchor Investment Management, LLC | 4,946 | $1.77M | 0.27% | +79+1.6% | Added |
| Sunesis Advisors, LLC | 4,948 | $1.77M | 1.22% | −128−2.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,948 | $1.77M | 0.40% | 00.0% | Unchanged |
| ML & R Wealth Management LLC | 4,963 | $1.77M | 0.60% | +57+1.2% | Added |
| First Trust Advisors LP | 4,963 | $1.77M | 0.00% | +4,963 | New |
| Crossmark Global Holdings, Inc. | 4,966 | $1.77M | 0.05% | +3,364+210.0% | Added |
| Oxinas Partners Wealth Management LLC | 4,998 | $1.78M | 1.47% | +89+1.8% | Added |
| Infini Capital Management Ltd | 5,000 | $1.79M | 2.65% | +5,000 | New |
| Pavion Blue Capital, LLC | 5,002 | $1.79M | 1.28% | +86+1.7% | Added |
| Wealth Advisors, Inc. | 5,010 | $1.79M | 0.91% | +91+1.8% | Added |
| Baldwin Brothers Inc | 5,011 | $1.79M | 0.25% | −165−3.2% | Reduced |
| WCG Wealth Advisors LLC | 4,985 | $1.79M | 0.24% | +128+2.6% | Added |
| Gemmer Asset Management LLC | 5,028 | $1.80M | 0.30% | +29+0.6% | Added |
| Spectrum Wealth Advisory Group, LLC | 5,034 | $1.80M | 2.26% | −18−0.4% | Reduced |
| Monolith Advisors | 5,032 | $1.80M | 2.01% | 00.0% | Unchanged |
| Epiq Partners, LLC | 5,039 | $1.80M | 1.11% | −100−1.9% | Reduced |
| Summit Place Financial Advisors, LLC | 5,059 | $1.81M | 1.68% | 00.0% | Unchanged |
| Mathes Company, Inc. | 5,063 | $1.81M | 1.01% | −100−1.9% | Reduced |
| Marshall & Sullivan Inc | 5,073 | $1.81M | 1.25% | −44−0.9% | Reduced |
| Noesis Capital Mangement Corp | 5,071 | $1.81M | 0.55% | −19−0.4% | Reduced |
| Home Federal Bank of Tennessee | 5,069 | $1.81M | 0.76% | 00.0% | Unchanged |
| WESCAP Management Group, Inc. | 5,081 | $1.81M | 0.69% | −718−12.4% | Reduced |
| Financial Network Wealth Management LLC | 5,082 | $1.81M | 1.13% | +4,000+369.7% | Added |
| Inspirion Wealth Advisors, LLC | 5,096 | $1.82M | 0.41% | +8+0.2% | Added |
| Southern Wealth Management, LLP | 4,713 | $1.82M | 0.73% | −262−5.3% | Reduced |
| Leeward Financial Partners, LLC | 5,099 | $1.82M | 1.31% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 5,080 | $1.82M | 0.16% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 5,105 | $1.82M | 0.54% | −66−1.3% | Reduced |
| Marcum Wealth, LLC | 5,113 | $1.83M | 0.28% | −109−2.1% | Reduced |
| Wick Capital Partners, LLC | 5,116 | $1.83M | 1.18% | +169+3.4% | Added |
| Rice Partnership, LLC | 5,115 | $1.83M | 0.59% | +487+10.5% | Added |
| Desjardins Global Asset Management Inc. | 5,128 | $1.83M | 0.23% | +531+11.6% | Added |
| Silverleafe Capital Partners, LLC | 5,136 | $1.83M | 1.17% | −445−8.0% | Reduced |
| Marks Group Wealth Management, Inc | 5,138 | $1.83M | 0.28% | +51+1.0% | Added |
| Bluestein R H & Co | 5,143 | $1.84M | 0.11% | +58+1.1% | Added |
| Essex Savings Bank | 5,145 | $1.84M | 0.73% | +157+3.1% | Added |
| Martel Wealth Advisors Inc | 5,150 | $1.84M | 0.53% | +56+1.1% | Added |
| InTrack Investment Management Inc | 5,180 | $1.85M | 2.04% | +487+10.4% | Added |
| GW&K Investment Management, LLC | 5,186 | $1.85M | 0.02% | −4,013−43.6% | Reduced |