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 |
|---|---|---|---|---|---|
| Cypress Financial Planning LLC | 10,583 | $3.78M | 2.68% | +334+3.3% | Added |
| American National Bank | 10,624 | $3.79M | 0.91% | +1,874+21.4% | Added |
| Leverty Financial Group, LLC | 10,644 | $3.80M | 3.68% | −370−3.4% | Reduced |
| White Pine Capital LLC | 10,658 | $3.81M | 1.58% | +95+0.9% | Added |
| Rehmann Capital Advisory Group | 10,696 | $3.82M | 0.42% | +306+2.9% | Added |
| Founders Capital Management | 10,705 | $3.82M | 3.12% | +626+6.2% | Added |
| Bragg Financial Advisors, Inc | 10,741 | $3.84M | 0.26% | −310−2.8% | Reduced |
| Miracle Mile Advisors, LLC | 10,751 | $3.84M | 0.18% | +993+10.2% | Added |
| Chatham Capital Group, Inc. | 10,760 | $3.84M | 0.94% | −156−1.4% | Reduced |
| Front Barnett Associates LLC | 10,762 | $3.84M | 0.51% | +20+0.2% | Added |
| Rollins Financial | 10,863 | $3.88M | 1.45% | +4,728+77.1% | Added |
| Halpern Financial, Inc. | 10,900 | $3.89M | 1.54% | −40.0% | Reduced |
| Karlinski Andrew C | 10,916 | $3.90M | 5.91% | +9,651+762.9% | Added |
| Wipfli Financial Advisors LLC, | 10,910 | $3.91M | 0.27% | +4,451+68.9% | Added |
| Sitrin Capital Management LLC | 10,950 | $3.91M | 2.57% | +323+3.0% | Added |
| Rockland Trust Co | 10,981 | $3.92M | 0.28% | −101−0.9% | Reduced |
| Lakeview Capital Partners, LLC | 10,982 | $3.92M | 1.54% | +2,864+35.3% | Added |
| CRA Financial Services, LLC | 10,998 | $3.93M | 1.41% | +793+7.8% | Added |
| Vista Capital Partners, Inc. | 11,017 | $3.94M | 0.67% | +6+0.1% | Added |
| Autumn Glory Partners, LLC | 11,017 | $3.94M | 2.65% | +103+0.9% | Added |
| Well Done, LLC | 11,120 | $3.97M | 0.97% | −2,883−20.6% | Reduced |
| Proequities, Inc. | 11,108 | $3.98M | 0.38% | +109+1.0% | Added |
| Vienna Asset Management LLC | 12,314 | $3.98M | 11.07% | −844−6.4% | Reduced |
| BlueSky Wealth Advisors, LLC | 11,153 | $3.98M | 0.92% | −1,338−10.7% | Reduced |
| Level Four Advisory Services, LLC | 11,183 | $3.99M | 0.39% | −1,507−11.9% | Reduced |
| United Bank | 11,180 | $3.99M | 0.61% | −200−1.8% | Reduced |
| Ausdal Financial Partners, Inc. | 11,191 | $4.00M | 0.63% | −2,992−21.1% | Reduced |
| Seelaus Asset Management LLC | 11,195 | $4.00M | 3.18% | −262−2.3% | Reduced |
| Ronald Blue Trust, Inc. | 10,605 | $4.00M | 0.07% | +3,049+40.4% | Added |
| Clare Market Investments LLC | 11,200 | $4.00M | 1.73% | −328−2.8% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 11,206 | $4.00M | 0.37% | +1,653+17.3% | Added |
| Perennial Investment Advisors, LLC | 11,266 | $4.02M | 1.83% | −2,137−15.9% | Reduced |
| CMG Global Holdings, LLC | 11,281 | $4.03M | 4.34% | +104+0.9% | Added |
| Oder Investment Management, LLC | 11,282 | $4.03M | 4.73% | +77+0.7% | Added |
| StoneX Group Inc. | 11,272 | $4.04M | 0.55% | +996+9.7% | Added |
| S.A. Mason LLC | 11,329 | $4.05M | 3.20% | −17−0.1% | Reduced |
| Investment Management of Virginia LLC | 11,358 | $4.06M | 0.88% | +9,782+620.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 11,364 | $4.06M | 0.68% | +10.0% | Added |
| Modera Wealth Management, LLC | 11,368 | $4.06M | 0.21% | −467−3.9% | Reduced |
| Voya Investment Management LLC | 11,379 | $4.06M | 0.00% | −161,559−93.4% | Reduced |
| Veracity Capital LLC | 11,389 | $4.07M | 2.22% | −1,235−9.8% | Reduced |
| Svenska Handelsbanken AB (publ) | 11,394 | $4.07M | 76.30% | −29−0.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 11,416 | $4.08M | 1.43% | 00.0% | Unchanged |
| Bensler, LLC | 11,437 | $4.09M | 0.97% | +289+2.6% | Added |
| Peddock Capital Advisors, LLC | 11,505 | $4.11M | 1.69% | −228−1.9% | Reduced |
| Guardian Capital Advisors LP | 11,525 | $4.11M | 0.51% | +75+0.7% | Added |
| ARGI Investment Services, LLC | 11,516 | $4.11M | 0.14% | +1,140+11.0% | Added |
| Pinnacle Bancorp, Inc. | 11,540 | $4.12M | 1.78% | +29+0.3% | Added |
| Accurate Wealth Management, LLC | 8,742 | $4.12M | 1.72% | +3,248+59.1% | Added |
| Red Cedar Investment Management, LLC | 11,569 | $4.13M | 0.71% | +7,813+208.0% | Added |
| Port Capital LLC | 11,603 | $4.14M | 0.34% | +22+0.2% | Added |
| Defined Wealth Management, LLC | 11,629 | $4.15M | 4.53% | +115+1.0% | Added |
| First City Capital Management, Inc. | 11,629 | $4.15M | 2.74% | +961+9.0% | Added |
| Summit Wealth & Retirement Planning, Inc. | 11,630 | $4.15M | 1.65% | +4,338+59.5% | Added |
| K.J. Harrison & Partners Inc | 11,654 | $4.16M | 1.47% | −19,972−63.2% | Reduced |
| Center for Financial Planning, Inc. | 11,678 | $4.17M | 1.11% | +3,349+40.2% | Added |
| Hoylecohen, LLC | 11,703 | $4.18M | 0.46% | −1,023−8.0% | Reduced |
| Sunbelt Securities, Inc. | 11,716 | $4.18M | 0.88% | +602+5.4% | Added |
| TD Ameritrade Investment Management, LLC | 11,720 | $4.19M | 0.04% | −264−2.2% | Reduced |
| Cary Street Partners Asset Management LLC | 11,789 | $4.21M | 1.01% | −4,255−26.5% | Reduced |
| Private Portfolio Partners LLC | 11,800 | $4.22M | 1.20% | +99+0.8% | Added |
| WMS Partners, LLC | 11,808 | $4.22M | 0.57% | −23−0.2% | Reduced |
| Lowery Thomas, LLC | 11,873 | $4.24M | 4.96% | +215+1.8% | Added |
| BTC Capital Management, Inc. | 11,877 | $4.24M | 0.55% | −84−0.7% | Reduced |
| Amplius Wealth Advisors, LLC | 11,876 | $4.24M | 0.76% | +800+7.2% | Added |
| Aspire Private Capital, LLC | 11,890 | $4.25M | 1.62% | −13,318−52.8% | Reduced |
| Hightower 6M Holding, LLC | 11,935 | $4.26M | 0.38% | −13,683−53.4% | Reduced |
| United Asset Strategies, Inc. | 11,944 | $4.27M | 0.66% | −21−0.2% | Reduced |
| Gunma Bank,Ltd. | 12,000 | $4.29M | 2.62% | −28,000−70.0% | Reduced |
| Private Asset Management Inc | 11,998 | $4.29M | 0.76% | +188+1.6% | Added |
| Capital Fund Management S.A. | 12,003 | $4.29M | 0.11% | +12,003 | New |
| Intrua Financial, LLC | 12,079 | $4.31M | 1.15% | −1,112−8.4% | Reduced |
| KLK Capital Management LLC | 12,078 | $4.31M | 5.72% | +12,078 | New |
| Lyell Wealth Management, LP | 12,081 | $4.32M | 0.73% | +1,203+11.1% | Added |
| Overbrook Management Corp | 12,095 | $4.32M | 1.23% | −775−6.0% | Reduced |
| Cliffwater LLC | 12,204 | $4.36M | 1.47% | 00.0% | Unchanged |
| HGI Capital Management, LLC | 12,208 | $4.36M | 1.39% | +12,208 | New |
| Resurgent Financial Advisors LLC | 12,215 | $4.36M | 3.01% | −3,673−23.1% | Reduced |
| Osborne Partners Capital Management, LLC | 12,257 | $4.38M | 0.37% | −466−3.7% | Reduced |
| Triad Financial Advisors, Inc. | 12,278 | $4.38M | 2.38% | −225−1.8% | Reduced |
| First American Bank | 12,283 | $4.39M | 0.46% | −1,663−11.9% | Reduced |
| LWM Advisory Services, LLC | 12,305 | $4.39M | 4.98% | +358+3.0% | Added |
| Old North State Trust, LLC | 12,333 | $4.41M | 3.81% | +12,321+102,675.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 12,342 | $4.41M | 0.01% | −3,625−22.7% | Reduced |
| Mark Stevens | 12,374 | $4.42M | 0.62% | −418−3.3% | Reduced |
| Checchi Capital Advisers, LLC | 12,375 | $4.42M | 0.48% | +9,194+289.0% | Added |
| Windsor Capital Management, LLC | 12,381 | $4.42M | 1.65% | −414−3.2% | Reduced |
| West Bancorporation Inc | 12,380 | $4.42M | 3.28% | 00.0% | Unchanged |
| Family Management Corp | 12,411 | $4.43M | 1.19% | +3,712+42.7% | Added |
| Single Point Partners, LLC | 12,419 | $4.44M | 1.22% | +546+4.6% | Added |
| Armbruster Capital Management, Inc. | 12,446 | $4.45M | 1.27% | −1,655−11.7% | Reduced |
| Compass Financial Group, Inc. | 81,018 | $4.45M | 2.98% | −510−0.6% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 12,453 | $4.45M | 1.18% | −509−3.9% | Reduced |
| Modus Advisors, LLC | 12,496 | $4.46M | 2.35% | +174+1.4% | Added |
| WJ Wealth Management, LLC | 12,482 | $4.47M | 2.80% | +11,944+2,220.1% | Added |
| DBK Financial Counsel, LLC | 12,508 | $4.47M | 7.72% | −28−0.2% | Reduced |
| RNC Capital Management LLC | 12,528 | $4.47M | 0.28% | +800+6.8% | Added |
| Naples Global Advisors, LLC | 12,478 | $4.48M | 0.62% | −10−0.1% | Reduced |
| Dakota Wealth Management | 12,563 | $4.49M | 0.37% | +567+4.7% | Added |
| Peak Asset Management, LLC | 12,564 | $4.49M | 1.28% | −376−2.9% | Reduced |