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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Sachem Head Capital Management LP | 23,300 | $8.32M | 0.31% | +23,300 | New |
| Guardian Wealth Advisors, LLC | 23,201 | $8.32M | 1.55% | +22,455+3,010.1% | Added |
| Soltis Investment Advisors LLC | 23,416 | $8.36M | 1.26% | −242−1.0% | Reduced |
| MPS Loria Financial Planners, LLC | 23,422 | $8.37M | 3.25% | +19,728+534.1% | Added |
| Optimum Investment Advisors | 23,435 | $8.37M | 4.51% | −1,856−7.3% | Reduced |
| Marco Investment Management LLC | 23,476 | $8.38M | 1.06% | +293+1.3% | Added |
| Texas Yale Capital Corp. | 23,492 | $8.39M | 0.54% | +258+1.1% | Added |
| Planning Alternatives Ltd | 23,581 | $8.42M | 1.75% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 23,648 | $8.45M | 4.01% | −26,778−53.1% | Reduced |
| David R. Rahn & Associates Inc. | 23,648 | $8.45M | 4.04% | −447−1.9% | Reduced |
| Ancora Advisors, LLC | 23,720 | $8.47M | 0.27% | +642+2.8% | Added |
| RDST Capital LLC | 23,825 | $8.51M | 6.33% | −25,975−52.2% | Reduced |
| Carolinas Wealth Consulting LLC | 23,732 | $8.52M | 2.15% | −390−1.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 23,932 | $8.55M | 0.43% | −470−1.9% | Reduced |
| US Financial Advisors, LLC | 23,996 | $8.57M | 4.80% | +5,016+26.4% | Added |
| Clearbridge Investments, LLC | 24,041 | $8.59M | 0.01% | −12,049−33.4% | Reduced |
| Pensionmark Financial Group, LLC | 23,947 | $8.59M | 2.04% | +50.0% | Added |
| CX Institutional | 24,098 | $8.61M | 0.60% | +4,259+21.5% | Added |
| Capital Investment Advisory Services, LLC | 24,133 | $8.62M | 1.12% | +3,233+15.5% | Added |
| Royal Fund Management, LLC | 24,143 | $8.62M | 1.59% | +779+3.3% | Added |
| Maryland Capital Management | 24,259 | $8.66M | 0.72% | −242−1.0% | Reduced |
| TAP Consulting, LLC | 24,291 | $8.68M | 2.32% | −9,696−28.5% | Reduced |
| Nadler Financial Group, Inc. | 24,332 | $8.69M | 1.65% | +466+2.0% | Added |
| Tfo-TDC, LLC | 24,347 | $8.70M | 2.17% | 00.0% | Unchanged |
| Transform Wealth, LLC | 24,215 | $8.72M | 1.13% | +15,861+189.9% | Added |
| Cacti Asset Management LLC | 24,600 | $8.79M | 0.91% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 24,639 | $8.80M | 1.11% | +2,174+9.7% | Added |
| Goodwin Daniel L | 24,780 | $8.85M | 5.09% | +200+0.8% | Added |
| American Investment Services, Inc. | 24,818 | $8.86M | 2.11% | +71+0.3% | Added |
| Capital Advisory Group Advisory Services, LLC | 24,926 | $8.90M | 6.18% | −679−2.7% | Reduced |
| South State Corp. | 25,022 | $8.94M | 0.89% | +4,098+19.6% | Added |
| McLean Asset Management Corp | 24,686 | $8.96M | 3.45% | −517−2.1% | Reduced |
| Pathway Financial Advisors LLC | 25,096 | $8.96M | 3.09% | −419−1.6% | Reduced |
| Citizens Business Bank | 25,118 | $8.97M | 2.19% | −563−2.2% | Reduced |
| Systematic Alpha Investments, LLC | 25,170 | $8.99M | 0.54% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 25,179 | $8.99M | 0.47% | −413−1.6% | Reduced |
| Salem Investment Counselors Inc | 25,109 | $9.01M | 0.41% | +462+1.9% | Added |
| Stordahl Capital Management, Inc. | 25,281 | $9.03M | 3.26% | −737−2.8% | Reduced |
| Central Trust Co | 25,438 | $9.09M | 0.31% | +2,982+13.3% | Added |
| Schnieders Capital Management LLC | 25,457 | $9.09M | 2.41% | +88+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 25,526 | $9.12M | 2.30% | −1,530−5.7% | Reduced |
| TCWP LLC | 25,585 | $9.14M | 1.94% | +8,057+46.0% | Added |
| Harbour Investments, Inc. | 24,246 | $9.15M | 0.62% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 25,706 | $9.18M | 1.34% | +537+2.1% | Added |
| Belmont Capital, LLC | 25,719 | $9.19M | 10.83% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 25,823 | $9.22M | 0.15% | +2,100+8.9% | Added |
| Wealth Architects, LLC | 25,907 | $9.25M | 1.94% | +30.0% | Added |
| Triumph Capital Management | 25,920 | $9.26M | 5.04% | −362−1.4% | Reduced |
| Cornerstone Wealth Management, LLC | 25,955 | $9.27M | 1.03% | +2,355+10.0% | Added |
| Capital Group Private Client Services, Inc. | 25,970 | $9.28M | 0.13% | −3,785−12.7% | Reduced |
| Spinnaker Trust | 25,978 | $9.28M | 0.77% | +1,243+5.0% | Added |
| Alpha Cubed Investments, LLC | 26,009 | $9.29M | 0.73% | −643−2.4% | Reduced |
| Evanson Asset Management, LLC | 26,037 | $9.30M | 1.12% | +764+3.0% | Added |
| Howard Financial Services, Ltd. | 26,057 | $9.31M | 3.02% | +2,323+9.8% | Added |
| Blue Edge Capital, LLC | 26,112 | $9.33M | 2.31% | −153−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 26,257 | $9.38M | 0.18% | +3,978+17.9% | Added |
| Segall Bryant & Hamill, LLC | 26,251 | $9.38M | 0.11% | +1,954+8.0% | Added |
| Umb Bank N A | 26,295 | $9.39M | 0.16% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 26,312 | $9.40M | 1.75% | +494+1.9% | Added |
| Cambridge Trust Co | 26,317 | $9.40M | 0.45% | −570−2.1% | Reduced |
| Axxcess Wealth Management, LLC | 26,529 | $9.41M | 0.95% | +660+2.6% | Added |
| Meridian Wealth Advisors, LLC | 26,435 | $9.44M | 2.66% | +24+0.1% | Added |
| Transcend Wealth Collective, LLC | 26,454 | $9.45M | 1.05% | −57−0.2% | Reduced |
| Wealthfront Advisers LLC | 26,480 | $9.46M | 0.05% | +4,650+21.3% | Added |
| Plante Moran Financial Advisors, LLC | 26,455 | $9.46M | 1.62% | +314+1.2% | Added |
| Hilltop Holdings Inc. | 26,492 | $9.46M | 1.28% | +11,130+72.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 26,586 | $9.50M | 2.54% | −46−0.2% | Reduced |
| Rothschild Investment Corp | 26,692 | $9.53M | 0.94% | +727+2.8% | Added |
| Klingenstein Fields & Co LP | 26,714 | $9.54M | 0.52% | +3,464+14.9% | Added |
| Standard Life Aberdeen plc | 26,788 | $9.57M | 0.03% | +13,058+95.1% | Added |
| Flagship Harbor Advisors, LLC | 26,846 | $9.59M | 1.11% | +2,359+9.6% | Added |
| Mission Wealth Management, LP | 26,860 | $9.59M | 0.52% | −252−0.9% | Reduced |
| Successful Portfolios LLC | 26,868 | $9.60M | 6.96% | −104−0.4% | Reduced |
| Optas, LLC | 26,906 | $9.61M | 4.22% | 00.0% | Unchanged |
| Strategic Equity Management | 26,905 | $9.61M | 3.98% | +9,549+55.0% | Added |
| Bartlett & Co. Wealth Management LLC | 26,832 | $9.63M | 0.21% | −64−0.2% | Reduced |
| Bartlett & Co. LLC | 26,832 | $9.63M | 0.21% | −64−0.2% | Reduced |
| Great Lakes Advisors, LLC | 27,073 | $9.67M | 0.21% | −1,902−6.6% | Reduced |
| Private Trust Co NA | 27,242 | $9.73M | 1.58% | −585−2.1% | Reduced |
| WR Wealth Planners, LLC | 27,377 | $9.78M | 6.88% | +576+2.1% | Added |
| L & S Advisors Inc | 27,379 | $9.78M | 1.72% | −205,187−88.2% | Reduced |
| New England Guild Wealth Advisors, Inc. | 27,486 | $9.82M | 5.94% | +650+2.4% | Added |
| BDO Wealth Advisors, LLC | 27,138 | $9.84M | 1.31% | +4,707+21.0% | Added |
| Navis Wealth Advisors, LLC | 27,616 | $9.86M | 15.23% | −4,743−14.7% | Reduced |
| Eagle Capital Management, LLC | 27,624 | $9.87M | 6.16% | +32+0.1% | Added |
| Zurich Insurance Group Ltd | 27,702 | $9.88M | 0.15% | −13,724−33.1% | Reduced |
| Oldfather Financial Services, LLC | 27,654 | $9.88M | 6.19% | −89−0.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 26,403 | $9.88M | 4.66% | −26−0.1% | Reduced |
| First Washington CORP | 27,669 | $9.88M | 4.98% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 27,731 | $9.90M | 2.33% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 27,760 | $9.91M | 2.55% | +122+0.4% | Added |
| Brown, Lisle/Cummings, Inc. | 27,788 | $9.93M | 5.79% | +987+3.7% | Added |
| Comprehensive Financial Management LLC | 27,692 | $9.94M | 0.26% | 00.0% | Unchanged |
| PFG Advisors | 27,817 | $9.94M | 1.14% | −6,212−18.3% | Reduced |
| Linker Capital Management Inc. | 27,827 | $9.94M | 12.32% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 27,875 | $9.96M | 4.93% | +1,401+5.3% | Added |
| Smith, Salley & Associates | 27,907 | $9.97M | 0.93% | −448−1.6% | Reduced |
| Neumann Capital Management, LLC | 27,929 | $9.98M | 5.13% | +119+0.4% | Added |
| Bulltick Wealth Management, LLC | 27,866 | $9.99M | 3.00% | +1,409+5.3% | Added |
| Element Pointe Advisors, LLC | 27,994 | $10.0M | 5.74% | −45,266−61.8% | Reduced |