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 |
|---|---|---|---|---|---|
| Duncker Streett & Co Inc | 5,184 | $1.85M | 0.48% | −60−1.1% | Reduced |
| NVWM, LLC | 5,185 | $1.85M | 0.73% | +1,008+24.1% | Added |
| Compass Capital Management, Inc | 5,184 | $1.85M | 0.16% | +3,971+327.4% | Added |
| Sky Investment Group LLC | 5,214 | $1.86M | 0.48% | +52+1.0% | Added |
| Parsons Capital Management Inc | 5,214 | $1.86M | 0.17% | +1,308+33.5% | Added |
| Disciplined Investments, LLC | 5,217 | $1.86M | 0.86% | −225−4.1% | Reduced |
| Toth Financial Advisory Corp | 5,232 | $1.87M | 0.34% | −955−15.4% | Reduced |
| Eldridge Investment Advisors, Inc. | 5,235 | $1.87M | 0.72% | −35−0.7% | Reduced |
| Alley Investment Management Company, LLC | 5,245 | $1.87M | 0.37% | +550+11.7% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,253 | $1.88M | 2.05% | −125−2.3% | Reduced |
| Visionary Wealth Advisors | 5,273 | $1.88M | 0.20% | −304−5.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,274 | $1.88M | 0.19% | +3,414+183.5% | Added |
| Asset Management Group, Inc. | 5,273 | $1.88M | 0.47% | +19+0.4% | Added |
| LMCG Investments, LLC | 5,314 | $1.90M | 0.14% | −15−0.3% | Reduced |
| TNF LLC | 5,274 | $1.90M | 0.97% | −11−0.2% | Reduced |
| Advanced Asset Management Advisors Inc | 5,320 | $1.90M | 0.52% | −59−1.1% | Reduced |
| AlphaCore Capital LLC | 5,331 | $1.90M | 0.87% | −41−0.8% | Reduced |
| Horizon Investments, LLC | 5,349 | $1.91M | 0.06% | +715+15.4% | Added |
| Selective Wealth Management, Inc. | 5,364 | $1.92M | 0.82% | −320−5.6% | Reduced |
| Towerpoint Wealth, LLC | 5,410 | $1.93M | 1.16% | +19+0.4% | Added |
| Price T Rowe Associates Inc | 5,408 | $1.93M | 0.00% | +868+19.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 5,427 | $1.94M | 0.57% | −49−0.9% | Reduced |
| Legacy Financial Strategies, LLC | 5,429 | $1.94M | 0.90% | −151−2.7% | Reduced |
| Congress Asset Management Co | 5,432 | $1.94M | 0.02% | −3,891−41.7% | Reduced |
| Northern Oak Wealth Management Inc | 5,441 | $1.94M | 0.29% | −13−0.2% | Reduced |
| Smith Chas P & Associates Pa Cpas | 5,445 | $1.95M | 0.17% | +895+19.7% | Added |
| High Net Worth Advisory Group LLC | 5,447 | $1.95M | 0.83% | +10.0% | Added |
| Gateway Advisory, LLC | 5,452 | $1.95M | 0.48% | +5,452 | New |
| Catalyst Private Wealth, LLC | 5,461 | $1.95M | 1.47% | −3,104−36.2% | Reduced |
| Baker Ellis Asset Management LLC | 5,471 | $1.95M | 0.43% | −169−3.0% | Reduced |
| Cahill Financial Advisors Inc | 5,471 | $1.95M | 0.41% | +3,799+227.2% | Added |
| CCG Wealth Management, LLC | 5,473 | $1.96M | 1.20% | −9−0.2% | Reduced |
| L.M. Kohn & Company | 5,476 | $1.96M | 0.96% | +866+18.8% | Added |
| My Personal CFO, LLC | 5,486 | $1.96M | 3.01% | −3,036−35.6% | Reduced |
| Truadvice, LLC | 5,108 | $1.96M | 1.10% | +201+4.1% | Added |
| Granite Point Capital Management, L.P. | 5,500 | $1.96M | 2.06% | +5,500 | New |
| Sage Advisory Services, Ltd.Co. | 5,505 | $1.97M | 0.61% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 5,506 | $1.97M | 0.27% | +6+0.1% | Added |
| Sequent Asset Management, LLC | 5,535 | $1.98M | 1.48% | −13−0.2% | Reduced |
| Audent Global Asset Management, LLC | 5,544 | $1.98M | 2.70% | −26,137−82.5% | Reduced |
| NFP Retirement, Inc. | 5,546 | $1.98M | 0.49% | +2,859+106.4% | Added |
| Dearborn Partners LLC | 5,545 | $1.98M | 0.09% | +1,849+50.0% | Added |
| D L Carlson Investment Group Inc | 5,547 | $1.98M | 0.43% | +3,089+125.7% | Added |
| DFPG Investments, LLC | 5,308 | $1.99M | 0.84% | +60+1.1% | Added |
| WNY Asset Management, LLC | 5,568 | $1.99M | 0.72% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 5,588 | $2.00M | 0.67% | −449−7.4% | Reduced |
| Asset Allocation & Management Company, LLC | 5,594 | $2.00M | 0.87% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 5,600 | $2.00M | 1.34% | +130+2.4% | Added |
| Middleton & Co Inc | 5,604 | $2.00M | 0.30% | −964−14.7% | Reduced |
| LaFleur & Godfrey LLC | 5,612 | $2.00M | 0.36% | +97+1.8% | Added |
| USAdvisors Wealth Management, LLC | 5,617 | $2.01M | 1.03% | +455+8.8% | Added |
| Fiduciary Group LLC | 5,104 | $2.02M | 0.26% | +137+2.8% | Added |
| SOA Wealth Advisors, LLC. | 5,644 | $2.02M | 0.61% | −13−0.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,707 | $2.04M | 0.35% | −804−12.3% | Reduced |
| DDD Partners, LLC | 5,708 | $2.04M | 0.37% | +2,712+90.5% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 5,729 | $2.05M | 0.51% | −6−0.1% | Reduced |
| Selway Asset Management | 5,729 | $2.05M | 1.19% | +572+11.1% | Added |
| Libra Wealth LLC | 5,734 | $2.05M | 1.32% | 00.0% | Unchanged |
| Provence Wealth Management Group | 5,748 | $2.05M | 2.68% | −27−0.5% | Reduced |
| Verus Financial Partners, Inc. | 5,538 | $2.06M | 0.31% | −693−11.1% | Reduced |
| Matrix Private Capital Group LLC | 5,753 | $2.06M | 1.40% | −1,089−15.9% | Reduced |
| TrinityPoint Wealth, LLC | 5,782 | $2.06M | 0.47% | −6−0.1% | Reduced |
| Wealth Management Partners, LLC | 6,000 | $2.07M | 1.82% | −1,000−14.3% | Reduced |
| Acropolis Investment Management, LLC | 5,825 | $2.08M | 0.21% | +10.0% | Added |
| Harbour Capital Advisors, LLC | 5,779 | $2.08M | 0.72% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 5,840 | $2.09M | 1.02% | −157−2.6% | Reduced |
| Sandy Cove Advisors, LLC | 5,845 | $2.09M | 1.88% | +172+3.0% | Added |
| Oak Harbor Wealth Partners, LLC | 5,847 | $2.09M | 0.82% | +268+4.8% | Added |
| Claraphi Advisory Network, LLC | 5,844 | $2.09M | 1.13% | +2,095+55.9% | Added |
| Trail Ridge Investment Advisors, LLC | 5,243 | $2.09M | 1.38% | −3,234−38.2% | Reduced |
| City Holding Co | 5,863 | $2.09M | 0.42% | −269−4.4% | Reduced |
| Founders Financial Securities LLC | 5,864 | $2.10M | 0.37% | +998+20.5% | Added |
| Ashton Thomas Private Wealth, LLC | 5,883 | $2.10M | 0.24% | +388+7.1% | Added |
| Advisor Partners II, LLC | 5,890 | $2.10M | 0.16% | +5,890 | New |
| Index Fund Advisors, Inc. | 5,895 | $2.11M | 0.16% | +30+0.5% | Added |
| Ulrich Consultants & Investment Group, LLC | 5,897 | $2.11M | 1.62% | +636+12.1% | Added |
| Omnia Family Wealth, LLC | 5,873 | $2.11M | 1.73% | 00.0% | Unchanged |
| Weil Company, Inc. | 5,911 | $2.11M | 1.30% | −371−5.9% | Reduced |
| Means Investment Co., Inc. | 5,909 | $2.11M | 0.46% | −176−2.9% | Reduced |
| Fairhaven Wealth Management, LLC | 5,912 | $2.11M | 0.94% | +21+0.4% | Added |
| Financial Advisory Corp | 5,915 | $2.11M | 1.21% | +208+3.6% | Added |
| Financial Perspectives, Inc | 5,920 | $2.11M | 1.19% | +4+0.1% | Added |
| Cohen Lawrence B | 5,920 | $2.12M | 1.63% | −59−1.0% | Reduced |
| Inverness Counsel LLC | – | $2.12M | 0.12% | – | – |
| Denver Wealth Management, Inc. | 5,923 | $2.12M | 2.00% | −21−0.4% | Reduced |
| North Star Asset Management Inc | 5,926 | $2.12M | 0.14% | −262−4.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 5,929 | $2.12M | 0.87% | +718+13.8% | Added |
| W Advisors, LLC | 5,953 | $2.13M | 1.98% | +20.0% | Added |
| Blankinship & Foster, LLC | 5,953 | $2.13M | 1.03% | +3+0.1% | Added |
| Nelson Capital Management, LLC | 5,953 | $2.13M | 0.62% | +67+1.1% | Added |
| Upper Left Wealth Management, LLC | 49,584 | $2.13M | 2.77% | +840+1.7% | Added |
| Hengehold Capital Management LLC | 5,960 | $2.13M | 0.33% | +1,840+44.7% | Added |
| Brandywine Oak Private Wealth LLC | 5,969 | $2.13M | 0.29% | +81+1.4% | Added |
| Raab & Moskowitz Asset Management LLC | 5,975 | $2.13M | 0.90% | −10−0.2% | Reduced |
| Northwest Capital Management Inc | 5,990 | $2.14M | 1.24% | +1,758+41.5% | Added |
| Global Assets Advisory, LLC | 5,556 | $2.15M | 2.17% | +751+15.6% | Added |
| Litman Gregory Asset Management LLC | 6,015 | $2.15M | 0.34% | −730−10.8% | Reduced |
| Coastal Investment Advisors, Inc. | 6,036 | $2.16M | 0.57% | −51,387−89.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,069 | $2.17M | 0.49% | +379+6.7% | Added |
| Tompkins Financial Corp | 6,083 | $2.17M | 0.37% | −22−0.4% | Reduced |