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 |
|---|---|---|---|---|---|
| Iron Horse Wealth Management, LLC | 8,712 | $3.11M | 4.49% | +8,588+6,925.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 8,720 | $3.12M | 0.27% | −22−0.3% | Reduced |
| SP Asset Management | 8,779 | $3.14M | 0.43% | +1,384+18.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,798 | $3.14M | 0.93% | −423−4.6% | Reduced |
| Paulson Wealth Management Inc. | 8,837 | $3.16M | 1.70% | +1,665+23.2% | Added |
| Marquette Asset Management, LLC | 8,863 | $3.17M | 0.99% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 8,894 | $3.18M | 0.46% | 00.0% | Unchanged |
| Convergence Financial, LLC | 8,899 | $3.18M | 3.49% | +1,226+16.0% | Added |
| Spence Asset Management | 8,937 | $3.19M | 1.12% | −1,249−12.3% | Reduced |
| Sterneck Capital Management, LLC | 8,947 | $3.20M | 2.26% | +355+4.1% | Added |
| Biltmore Family Office, LLC | 8,933 | $3.21M | 0.73% | +436+5.1% | Added |
| Unionview, LLC | 8,986 | $3.21M | 3.66% | +81+0.9% | Added |
| Aurora Private Wealth, Inc. | 9,018 | $3.22M | 1.49% | −1,021−10.2% | Reduced |
| Roberts Glore & Co Inc | 9,029 | $3.23M | 1.15% | −23−0.3% | Reduced |
| Wealthstream Advisors, Inc. | 9,032 | $3.23M | 3.47% | −161−1.8% | Reduced |
| Bay Rivers Group | 9,088 | $3.25M | 3.24% | −145−1.6% | Reduced |
| Orca Investment Management, LLC | 9,100 | $3.25M | 4.24% | −497−5.2% | Reduced |
| Callan Capital, LLC | 9,123 | $3.26M | 0.53% | +2,096+29.8% | Added |
| Krilogy Financial LLC | 9,134 | $3.26M | 0.39% | +70+0.8% | Added |
| Budros, Ruhlin & Roe, Inc. | 9,156 | $3.27M | 0.40% | −772−7.8% | Reduced |
| Alterna Wealth Management, Inc | 9,162 | $3.27M | 3.88% | +7,993+683.7% | Added |
| Donaldson Capital Management, LLC | 9,173 | $3.28M | 0.18% | −376−3.9% | Reduced |
| Smart Money Group LLC | 9,190 | $3.28M | 2.24% | +769+9.1% | Added |
| Latitude Advisors, LLC | 9,190 | $3.28M | 2.71% | +37+0.4% | Added |
| Hartline Investment Corp | 9,190 | $3.28M | 2.71% | +9,190 | New |
| Tower View Investment Management & Research LLC | 9,215 | $3.29M | 2.53% | +41+0.4% | Added |
| First Interstate Bank | 9,221 | $3.29M | 0.27% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9,225 | $3.29M | 0.35% | −127−1.4% | Reduced |
| Second Half Financial Partners, LLC | 9,232 | $3.30M | 4.10% | −1,531−14.2% | Reduced |
| Altshuler Shaham Ltd | 9,057 | $3.30M | 0.08% | +1,817+25.1% | Added |
| Emfo, LLC | 9,064 | $3.30M | 3.15% | +103+1.1% | Added |
| Baker Avenue Asset Management, LP | 9,260 | $3.31M | 0.22% | +1,090+13.3% | Added |
| Arkadios Wealth Advisors | 9,320 | $3.33M | 0.51% | −1,108−10.6% | Reduced |
| Metlife Inc | 9,310 | $3.33M | 36.12% | −271−2.8% | Reduced |
| John W. Brooker & Co., CPAs | 9,344 | $3.34M | 2.14% | −28−0.3% | Reduced |
| Ameliora Wealth Management Ltd. | 9,369 | $3.34M | 1.81% | +2,477+35.9% | Added |
| Gamble Jones Investment Counsel | 9,353 | $3.34M | 0.27% | −238−2.5% | Reduced |
| Stephenson National Bank & Trust | 9,354 | $3.34M | 2.33% | −20.0% | Reduced |
| Private Ocean, LLC | 9,371 | $3.35M | 0.53% | +558+6.3% | Added |
| Madden Advisory Services, Inc. | 9,376 | $3.35M | 2.68% | −59−0.6% | Reduced |
| Helen Stephens Group, LLC | 9,378 | $3.35M | 2.35% | +40.0% | Added |
| Family Legacy, Inc. | 9,398 | $3.36M | 1.69% | +142+1.5% | Added |
| Copperwynd Financial, LLC | 9,400 | $3.36M | 1.93% | +2,786+42.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,422 | $3.37M | 2.34% | +8+0.1% | Added |
| Transparent Wealth Partners LLC | 9,427 | $3.37M | 2.84% | +2,080+28.3% | Added |
| Farmers & Merchants Investments Inc | 9,474 | $3.38M | 0.15% | +1,015+12.0% | Added |
| Cypress Capital Group | 9,494 | $3.39M | 0.57% | −232−2.4% | Reduced |
| Asset Advisors Investment Management, LLC | 9,526 | $3.40M | 0.48% | −200−2.1% | Reduced |
| Founders Financial Alliance, LLC | 9,547 | $3.41M | 1.74% | +375+4.1% | Added |
| Security Financial Services, INC. | 9,575 | $3.42M | 1.17% | −615−6.0% | Reduced |
| Symphony Financial, Ltd. Co. | 9,437 | $3.42M | 1.12% | +448+5.0% | Added |
| Charter Trust Co | 9,596 | $3.43M | 0.30% | −423−4.2% | Reduced |
| Wedmont Private Capital | 9,627 | $3.44M | 0.69% | −2,370−19.8% | Reduced |
| Flaharty Asset Management, LLC | 9,633 | $3.44M | 0.71% | −608−5.9% | Reduced |
| Intelligence Driven Advisers, LLC | 9,231 | $3.44M | 0.69% | +653+7.6% | Added |
| Shay Capital LLC | 9,650 | $3.45M | 1.72% | −39,950−80.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 9,661 | $3.45M | 0.13% | −783−7.5% | Reduced |
| Castle Rock Wealth Management, LLC | 9,662 | $3.46M | 1.74% | +229+2.4% | Added |
| Round Rock Advisors, LLC | 9,707 | $3.47M | 1.57% | −144−1.5% | Reduced |
| Thoroughbred Financial Services, LLC | 9,717 | $3.47M | 0.66% | −177−1.8% | Reduced |
| Nikulski Financial, Inc. | 9,762 | $3.49M | 1.80% | −92−0.9% | Reduced |
| Burns J W & Co Inc | 9,763 | $3.49M | 0.68% | −10−0.1% | Reduced |
| Cozad Asset Management Inc | 9,763 | $3.49M | 0.57% | +446+4.8% | Added |
| Solidarilty Wealth, LLC | 9,199 | $3.50M | 2.03% | +7,180+355.6% | Added |
| Roundview Capital LLC | 9,791 | $3.50M | 0.44% | −241−2.4% | Reduced |
| Pacific Financial Group Inc | 9,813 | $3.50M | 3.14% | −994−9.2% | Reduced |
| Ledyard National Bank | 9,846 | $3.52M | 0.46% | −350−3.4% | Reduced |
| Legacy Wealth Management, Inc | 9,868 | $3.52M | 0.37% | +67+0.7% | Added |
| Colony Family Offices, LLC | 9,854 | $3.54M | 1.53% | +2,618+36.2% | Added |
| Kearns & Associates LLC | 9,981 | $3.56M | 4.82% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 10,000 | $3.57M | 7.26% | +10,000 | New |
| CIBC World Markets Corp | 10,001 | $3.57M | 0.05% | +10,001 | New |
| Pitcairn Co | 10,007 | $3.57M | 0.40% | −6−0.1% | Reduced |
| Braun Stacey Associates Inc | 10,038 | $3.58M | 0.22% | −356−3.4% | Reduced |
| Pitti Group Wealth Management, LLC | 10,037 | $3.58M | 4.95% | +44+0.4% | Added |
| Wealth Dimensions Group, Ltd. | 10,056 | $3.59M | 1.78% | −103−1.0% | Reduced |
| Clark Capital Management Group, Inc. | 10,073 | $3.60M | 0.05% | −669−6.2% | Reduced |
| Easterly Investment Partners LLC | 10,087 | $3.60M | 0.35% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 10,092 | $3.60M | 0.85% | −2,985−22.8% | Reduced |
| Ropes Wealth Advisors LLC | 10,091 | $3.60M | 0.76% | −70−0.7% | Reduced |
| Stevard, LLC | 10,116 | $3.61M | 3.40% | +10,116 | New |
| ZWJ Investment Counsel Inc | 10,177 | $3.63M | 0.23% | −87−0.8% | Reduced |
| WSFS Capital Management, LLC | 10,189 | $3.64M | 1.29% | −310−3.0% | Reduced |
| Vista Wealth Management Group, LLC | 9,606 | $3.64M | 0.46% | +600+6.7% | Added |
| Fusion Family Wealth LLC | 8,514 | $3.65M | 0.55% | −1,644−16.2% | Reduced |
| Blue Fin Capital, Inc. | 10,239 | $3.66M | 1.38% | −23−0.2% | Reduced |
| Edgestream Partners, L.P. | 10,268 | $3.67M | 0.28% | −12,925−55.7% | Reduced |
| Annex Advisory Services, LLC | 10,292 | $3.68M | 0.25% | −1,513−12.8% | Reduced |
| Palladiem, LLC | 10,307 | $3.68M | 3.87% | +2,240+27.8% | Added |
| Truepoint, Inc. | 10,357 | $3.70M | 0.19% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 10,367 | $3.70M | 4.31% | +137+1.3% | Added |
| Procyon Private Wealth Partners, LLC | 10,390 | $3.71M | 0.91% | −1,764−14.5% | Reduced |
| LCNB Corp | 10,429 | $3.73M | 2.02% | +63+0.6% | Added |
| Roosevelt Investment Group LLC | 10,441 | $3.73M | 0.27% | −345−3.2% | Reduced |
| Cribstone Capital Management, LLC | 10,453 | $3.73M | 2.31% | −291−2.7% | Reduced |
| Morris Financial Concepts, Inc. | 10,522 | $3.76M | 3.89% | −19−0.2% | Reduced |
| Ellevest, Inc. | 10,521 | $3.76M | 0.36% | +2,297+27.9% | Added |
| Wimmer Associates 1, LLC | 9,769 | $3.77M | 2.50% | −50−0.5% | Reduced |
| Doyle Wealth Management | 10,578 | $3.78M | 0.32% | +244+2.4% | Added |
| Beaird Harris Wealth Management, LLC | 10,579 | $3.78M | 0.83% | −495−4.5% | Reduced |