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 |
|---|---|---|---|---|---|
| M.D. Sass Investors Services, Inc. | 7,262 | $2.59M | 0.48% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 7,269 | $2.60M | 1.23% | −265−3.5% | Reduced |
| Covenant Asset Management, LLC | 7,283 | $2.60M | 1.05% | +146+2.0% | Added |
| Kalos Management, Inc. | 6,916 | $2.60M | 6.42% | −1,531−18.1% | Reduced |
| Aperture Investors, LLC | 7,289 | $2.60M | 0.43% | +3,450+89.9% | Added |
| Waterfront Wealth Inc. | 6,802 | $2.61M | 0.99% | +87+1.3% | Added |
| Peak Planning Group, LLC | 7,354 | $2.63M | 2.43% | +283+4.0% | Added |
| Signature Securities Group Corporation | 7,339 | $2.63M | 0.99% | −153−2.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 7,402 | $2.64M | 0.21% | −156−2.1% | Reduced |
| AtlasMark Financial, Inc | 7,430 | $2.65M | 3.97% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 7,430 | $2.65M | 1.79% | −238−3.1% | Reduced |
| Chicago Capital, LLC | 7,440 | $2.66M | 0.15% | +1,757+30.9% | Added |
| Pasadena Private Wealth, LLC | 7,441 | $2.66M | 0.94% | +40+0.5% | Added |
| Pictet Bank & Trust Ltd | 7,468 | $2.67M | 3.42% | −35,415−82.6% | Reduced |
| JBF Capital, Inc. | 7,500 | $2.68M | 0.68% | +7,500 | New |
| Baldwin Investment Management, LLC | 7,510 | $2.68M | 1.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 7,512 | $2.68M | 0.50% | −2,443−24.5% | Reduced |
| Nixon Peabody Trust Co | 7,512 | $2.68M | 2.28% | −100−1.3% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 7,580 | $2.71M | 2.47% | +26+0.3% | Added |
| DB Wealth Management Group, LLC | 7,600 | $2.71M | 1.94% | +767+11.2% | Added |
| Weinberger Asset Management, Inc | 7,629 | $2.73M | 1.89% | +4+0.1% | Added |
| Permanens Capital L.P. | 7,644 | $2.73M | 0.62% | −1,177−13.3% | Reduced |
| Raffa Wealth Management, LLC | 7,663 | $2.74M | 1.21% | −44−0.6% | Reduced |
| First Heartland Consultants, Inc. | 7,671 | $2.74M | 0.45% | +19+0.2% | Added |
| Fortis Capital Management LLC | 7,676 | $2.74M | 2.35% | +7,676 | New |
| Hallmark Capital Management Inc | 7,692 | $2.75M | 0.27% | −448−5.5% | Reduced |
| Loudon Investment Management, LLC | 7,705 | $2.75M | 2.19% | +67+0.9% | Added |
| Creative Financial Designs Inc | 7,727 | $2.76M | 0.45% | +258+3.5% | Added |
| Valmark Advisers, Inc. | 7,740 | $2.76M | 0.06% | +319+4.3% | Added |
| Samalin Investment Counsel, LLC | 7,749 | $2.77M | 2.03% | +793+11.4% | Added |
| Ciovacco Capital Management LLC | 7,750 | $2.77M | 13.48% | +5,563+254.4% | Added |
| Acorn Financial Advisory Services Inc | 7,751 | $2.77M | 0.66% | +3,104+66.8% | Added |
| Jmac Enterprises LLC | 7,764 | $2.77M | 0.78% | 00.0% | Unchanged |
| Moneda S.A. Administradora General de Fondos | 7,764 | $2.77M | 2.24% | +1,406+22.1% | Added |
| Edge Wealth Management LLC | 7,680 | $2.78M | 0.61% | +579+8.2% | Added |
| Chesapeake Wealth Management | 7,829 | $2.80M | 1.28% | −284−3.5% | Reduced |
| Berger Financial Group, Inc | 7,841 | $2.80M | 0.41% | −181−2.3% | Reduced |
| Cohen Capital Management, Inc. | 7,871 | $2.81M | 0.62% | +16+0.2% | Added |
| Orin Green Financial, LLC | 7,872 | $2.81M | 1.83% | −376−4.6% | Reduced |
| Madison Wealth Partners, Inc | 7,882 | $2.81M | 1.84% | +31+0.4% | Added |
| SL Advisors, LLC | 7,885 | $2.82M | 6.99% | −69−0.9% | Reduced |
| Twin Lakes Capital Management, LLC | 7,887 | $2.82M | 2.27% | +23+0.3% | Added |
| Everett Harris & Co | 7,910 | $2.83M | 0.05% | −359−4.3% | Reduced |
| Asset Dedication, LLC | 7,909 | $2.83M | 0.31% | +212+2.8% | Added |
| First United Bank Trust | 7,933 | $2.83M | 1.42% | +65+0.8% | Added |
| Guyasuta Investment Advisors Inc | 7,935 | $2.83M | 0.24% | +713+9.9% | Added |
| GeoWealth Management, LLC | 7,934 | $2.84M | 0.31% | −1,561−16.4% | Reduced |
| Long Run Wealth Advisors, LLC | 7,970 | $2.85M | 1.13% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 7,975 | $2.85M | 0.33% | −1,706−17.6% | Reduced |
| Great Diamond Partners, LLC | 7,997 | $2.86M | 0.98% | −61−0.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 7,996 | $2.86M | 2.33% | 00.0% | Unchanged |
| Capital World Investors | 7,882 | $2.86M | 0.00% | −67−0.8% | Reduced |
| Montis Financial, LLC | 8,020 | $2.86M | 2.76% | +142+1.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 8,021 | $2.87M | 0.33% | −63−0.8% | Reduced |
| Roof Eidam & Maycock | 8,023 | $2.87M | 1.07% | +6,895+611.3% | Added |
| Woodstock Corp | 8,060 | $2.88M | 0.43% | −300−3.6% | Reduced |
| Merrion Investment Management Co, LLC | 8,073 | $2.88M | 2.84% | −281−3.4% | Reduced |
| Guidance Point Advisors, LLC | 8,081 | $2.89M | 1.32% | +29+0.4% | Added |
| Trust Co of Oklahoma | 8,104 | $2.89M | 1.46% | −125−1.5% | Reduced |
| Signature Estate & Investment Advisors LLC | 8,112 | $2.90M | 0.14% | +3,013+59.1% | Added |
| DHJJ Financial Advisors, Ltd. | 8,127 | $2.90M | 1.69% | +27+0.3% | Added |
| NWK Group, Inc. | 8,157 | $2.91M | 2.25% | +1,048+14.7% | Added |
| Laraway Financial Inc | 8,160 | $2.91M | 3.25% | +180+2.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 8,036 | $2.92M | 0.04% | +1,484+22.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,217 | $2.94M | 0.04% | −41−0.5% | Reduced |
| Meridian Investment Counsel Inc. | 8,222 | $2.94M | 1.31% | 00.0% | Unchanged |
| Platform Technology Partners | 8,272 | $2.96M | 1.68% | −1,531−15.6% | Reduced |
| CFM Wealth Partners LLC | 8,283 | $2.96M | 0.95% | +1,018+14.0% | Added |
| Beck Mack & Oliver LLC | 8,311 | $2.97M | 0.10% | +96+1.2% | Added |
| Juncture Wealth Strategies, LLC | 8,329 | $2.98M | 1.48% | −2,051−19.8% | Reduced |
| Marietta Wealth Management, LLC | 8,333 | $2.98M | 0.74% | +658+8.6% | Added |
| VeraBank, N.A. | 8,350 | $2.98M | 1.88% | −235−2.7% | Reduced |
| Trinity Legacy Partners, LLC | 8,372 | $2.99M | 1.28% | +1,596+23.6% | Added |
| TruWealth Advisors, LLC | 8,379 | $2.99M | 0.32% | +213+2.6% | Added |
| Resolute Partners Group | 8,356 | $3.00M | 0.36% | +20+0.2% | Added |
| Northwest Bancshares, Inc. | 8,402 | $3.00M | 0.70% | −277−3.2% | Reduced |
| Sandbox Financial Partners, LLC | 8,438 | $3.01M | 2.20% | +567+7.2% | Added |
| Sturgeon Ventures LLP | 8,444 | $3.02M | 2.31% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 8,444 | $3.02M | 0.04% | +4,600+119.7% | Added |
| Elk River Wealth Management, LLC | 8,427 | $3.02M | 0.80% | −13,611−61.8% | Reduced |
| Omega Financial Group, LLC | 8,471 | $3.03M | 1.56% | −36−0.4% | Reduced |
| Sightline Wealth Advisors, LLC | 8,256 | $3.03M | 3.56% | +28+0.3% | Added |
| TCG Advisory Services, LLC | 8,480 | $3.03M | 0.92% | −4,427−34.3% | Reduced |
| Laidlaw Wealth Management LLC | 8,481 | $3.03M | 0.71% | −386−4.4% | Reduced |
| Compass Ion Advisors, LLC | 8,498 | $3.04M | 0.84% | +172+2.1% | Added |
| Pegasus Asset Management, Inc. | 8,508 | $3.04M | 1.72% | 00.0% | Unchanged |
| Garde Capital, Inc. | 8,598 | $3.07M | 0.40% | −334−3.7% | Reduced |
| Operose Advisors LLC | 8,598 | $3.07M | 2.02% | +735+9.3% | Added |
| MTM Investment Management, LLC | 8,603 | $3.07M | 1.74% | +93+1.1% | Added |
| Sentinus, LLC | 8,475 | $3.08M | 1.92% | +8,475 | New |
| Mengis Capital Management, Inc. | 8,613 | $3.08M | 0.73% | −681−7.3% | Reduced |
| Sage Rhino Capital LLC | 8,647 | $3.09M | 1.24% | 00.0% | Unchanged |
| WC Walker & Associates, Inc. | 8,089 | $3.09M | 1.76% | +5,163+176.5% | Added |
| McDonald Partners LLC | 8,662 | $3.09M | 1.18% | −1,093−11.2% | Reduced |
| Harbor Investment Advisory, LLC | 8,661 | $3.09M | 0.51% | +374+4.5% | Added |
| Resources Management Corp | 8,677 | $3.10M | 0.53% | −15−0.2% | Reduced |
| ELCO Management Co., LLC | 8,678 | $3.10M | 2.47% | +40+0.5% | Added |
| Clientfirst Wealth Management, LLC | 7,861 | $3.10M | 3.85% | −325−4.0% | Reduced |
| Apella Capital, LLC | 8,699 | $3.11M | 0.36% | +5+0.1% | Added |
| Cedar Brook Financial Partners, LLC | 8,704 | $3.11M | 1.00% | +240+2.8% | Added |