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 |
|---|---|---|---|---|---|
| First Financial Bank - Trust Division | 62,928 | $22.5M | 2.76% | −2,338−3.6% | Reduced |
| CoreCap Advisors, LLC | 62,970 | $22.5M | 1.89% | −2,983−4.5% | Reduced |
| Pacific Wealth Management | 63,680 | $22.7M | 20.19% | −4,377−6.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 63,779 | $22.8M | 0.53% | −80,734−55.9% | Reduced |
| MGO Private Wealth, LLC | 63,909 | $22.8M | 10.86% | +63,909 | New |
| Afg Fiduciary Services Limited Partnership | 63,929 | $22.8M | 21.51% | +374+0.6% | Added |
| Wealth Advisory Solutions, LLC | 64,002 | $22.9M | 6.32% | −4,953−7.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 64,014 | $22.9M | 9.68% | −902−1.4% | Reduced |
| Aspiriant, LLC | 63,996 | $22.9M | 1.12% | −1,486−2.3% | Reduced |
| Frank, Rimerman Advisors LLC | 64,163 | $22.9M | 8.27% | +297+0.5% | Added |
| Cypress Capital, LLC | 64,202 | $22.9M | 8.08% | −29,744−31.7% | Reduced |
| Inscription Capital, LLC | 64,233 | $22.9M | 6.48% | +101+0.2% | Added |
| First Western Trust Bank | 64,296 | $23.0M | 1.54% | +1,163+1.8% | Added |
| Stevens Capital Management LP | 64,500 | $23.0M | 14.76% | +26,400+69.3% | Added |
| Dumont & Blake Investment Advisors LLC | 64,529 | $23.0M | 8.63% | −94−0.1% | Reduced |
| Clear Harbor Asset Management, LLC | 65,015 | $23.2M | 3.24% | +240.0% | Added |
| Amarillo National Bank | 65,038 | $23.2M | 5.38% | −921−1.4% | Reduced |
| Roth Financial Partners LLC | 65,002 | $23.2M | 18.64% | +4,306+7.1% | Added |
| Oppenheimer & Co Inc | 65,095 | $23.3M | 0.54% | +2,541+4.1% | Added |
| Condor Capital Management | 65,396 | $23.4M | 3.04% | −1,318−2.0% | Reduced |
| Seven Post Investment Office LP | 65,464 | $23.4M | 9.11% | −810−1.2% | Reduced |
| J. Goldman & Co LP | 65,552 | $23.4M | 1.75% | −29,949−31.4% | Reduced |
| Hall Kathryn A. | 65,580 | $23.4M | 9.71% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 65,760 | $23.5M | 5.33% | −11,426−14.8% | Reduced |
| Accuvest Global Advisors | 65,896 | $23.5M | 16.09% | +35,741+118.5% | Added |
| Meridian Wealth Management, LLC | 66,118 | $23.6M | 2.54% | +1,909+3.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 65,910 | $23.7M | 0.58% | +15,907+31.8% | Added |
| IFP Advisors, Inc | 120,944 | $24.1M | 0.71% | +5,087+4.4% | Added |
| Advisor Resource Council | 67,657 | $24.2M | 16.95% | −99,876−59.6% | Reduced |
| Choate Investment Advisors | 67,840 | $24.2M | 1.60% | −313−0.5% | Reduced |
| RSM US Wealth Management LLC | 67,938 | $24.3M | 1.40% | +2,332+3.6% | Added |
| Point72 Asset Management, L.P. | 67,971 | $24.3M | 0.11% | −133,221−66.2% | Reduced |
| MMBG Investment Advisors Co. | 68,037 | $24.3M | 3.25% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 67,874 | $24.4M | 12.32% | +1,430+2.2% | Added |
| Birinyi Associates Inc | 68,630 | $24.5M | 11.43% | −1,650−2.3% | Reduced |
| Advisory Services Network, LLC | 69,211 | $24.7M | 0.87% | +15,542+29.0% | Added |
| Institutional & Family Asset Management, LLC | 69,344 | $24.8M | 4.46% | +1,133+1.7% | Added |
| SIG North Trading, ULC | 69,504 | $24.8M | 8.91% | +69,504 | New |
| Zacks Investment Management | 69,730 | $24.9M | 0.40% | +17,861+34.4% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 69,112 | $25.2M | 5.82% | 00.0% | Unchanged |
| CPWM, LLC | 71,089 | $25.4M | 2.39% | +1,453+2.1% | Added |
| MKT Advisors LLC | 71,122 | $25.4M | 22.08% | −1,659−2.3% | Reduced |
| Clark Financial Services Group Inc | 71,275 | $25.5M | 26.78% | +71,275 | New |
| Evermay Wealth Management LLC | 71,303 | $25.6M | 5.09% | +1,283+1.8% | Added |
| StrategIQ Financial Group, LLC | 71,970 | $25.7M | 3.27% | +4,289+6.3% | Added |
| LSP Investment Advisors, LLC | 72,200 | $25.8M | 10.92% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 72,548 | $25.9M | 7.07% | −2,478−3.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 72,842 | $26.0M | 0.53% | +1,463+2.0% | Added |
| Janney Capital Management LLC | 72,926 | $26.0M | 2.12% | +68,990+1,752.8% | Added |
| Vantage Financial Partners Ltd., Inc. | 73,016 | $26.1M | 16.86% | +826+1.1% | Added |
| Capital Wealth Planning, LLC | 87,118 | $26.1M | 0.48% | +12,612+16.9% | Added |
| Caldwell Trust Co | 73,489 | $26.2M | 3.90% | +2,723+3.8% | Added |
| Capital Advisors Inc | 73,516 | $26.3M | 0.82% | +30,183+69.7% | Added |
| Robertson Stephens Wealth Management, LLC | 73,403 | $26.3M | 2.97% | +4,387+6.4% | Added |
| Bryn Mawr Trust Co | 73,757 | $26.3M | 1.29% | +637+0.9% | Added |
| Steel Peak Wealth Management LLC | 73,843 | $26.5M | 2.00% | −12,802−14.8% | Reduced |
| Foundations Investment Advisors, LLC | 74,226 | $26.5M | 1.16% | −680−0.9% | Reduced |
| Anfield Capital Management, LLC | 74,488 | $26.6M | 12.68% | +1,705+2.3% | Added |
| Eaton Vance Management | 74,507 | $26.6M | 0.04% | −8,327−10.1% | Reduced |
| Hantz Financial Services, Inc. | 74,723 | $26.7M | 0.92% | +4,818+6.9% | Added |
| Flputnam Investment Management Co | 74,871 | $26.7M | 1.04% | −14,034−15.8% | Reduced |
| Evergreen Advisors, LLC | 74,872 | $26.7M | 11.26% | −798−1.1% | Reduced |
| Legacy Wealth Management, LLC | 75,291 | $26.9M | 18.15% | −1,755−2.3% | Reduced |
| Payden & Rygel | 75,427 | $26.9M | 1.58% | −13,957−15.6% | Reduced |
| YorkBridge Wealth Partners, LLC | 76,023 | $27.2M | 7.00% | +308+0.4% | Added |
| ExodusPoint Capital Management, LP | 76,097 | $27.2M | 0.38% | +29,891+64.7% | Added |
| Equitec Proprietary Markets, LLC | 76,302 | $27.3M | 12.07% | +76,302 | New |
| Saiph Capital, LLC | 76,545 | $27.3M | 21.34% | +1,776+2.4% | Added |
| HMS Capital Management, LLC | 76,775 | $27.4M | 16.64% | −373−0.5% | Reduced |
| Argent Trust Co | 76,812 | $27.4M | 1.99% | +79+0.1% | Added |
| Western Wealth Management, LLC | 76,826 | $27.6M | 1.58% | +1,354+1.8% | Added |
| Crestwood Advisors Group LLC | 77,183 | $27.6M | 0.98% | −4,984−6.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 76,283 | $27.7M | 0.62% | +29,900+64.5% | Added |
| NewSquare Capital LLC | 78,042 | $27.9M | 3.48% | +1,351+1.8% | Added |
| Wealthcare Advisory Partners LLC | 78,179 | $27.9M | 1.59% | +4,146+5.6% | Added |
| Victory Capital Management Inc | 78,234 | $27.9M | 0.03% | +52,770+207.2% | Added |
| Boston Family Office LLC | 78,831 | $28.2M | 2.50% | +1,514+2.0% | Added |
| Beacon Investment Advisory Services, Inc. | 78,951 | $28.2M | 1.55% | +53,587+211.3% | Added |
| Wetherby Asset Management Inc | 79,337 | $28.3M | 2.00% | −7,114−8.2% | Reduced |
| Gainplan LLC | 79,944 | $28.6M | 29.91% | −72,271−47.5% | Reduced |
| Bell Bank | 80,415 | $28.7M | 3.67% | −1,584−1.9% | Reduced |
| Edgewood Management LLC | 80,588 | $28.8M | 0.10% | −128,967−61.5% | Reduced |
| American Asset Management Inc. | 80,638 | $28.8M | 34.92% | −1,657−2.0% | Reduced |
| Chicago Partners Investment Group LLC | 75,914 | $28.8M | 2.06% | +3,761+5.2% | Added |
| Azora Capital LP | 80,803 | $28.9M | 4.28% | +80,803 | New |
| Symmetry Investments LP | 80,823 | $28.9M | 16.27% | −16,277−16.8% | Reduced |
| Lutz Financial Services LLC | 80,851 | $28.9M | 3.95% | −390−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 80,872 | $28.9M | 0.34% | +4,025+5.2% | Added |
| Intercontinental Wealth Advisors, LLC | 81,076 | $29.0M | 9.09% | −42,534−34.4% | Reduced |
| Cornerstone Wealth Group, LLC | 81,379 | $29.1M | 6.42% | +7,307+9.9% | Added |
| Pinebridge Investments, L.P. | 81,572 | $29.1M | 0.38% | +51,712+173.2% | Added |
| Greenleaf Trust | 81,869 | $29.2M | 0.43% | +65,751+407.9% | Added |
| Traverso Chambers Private Wealth Management, LLC | 82,894 | $29.6M | 9.07% | +2,808+3.5% | Added |
| Kent Ziegler | 83,158 | $29.7M | 22.48% | −24,111−22.5% | Reduced |
| WestEnd Advisors, LLC | 83,203 | $29.7M | 1.00% | +44,934+117.4% | Added |
| Aj Wealth Strategies, LLC | 83,214 | $29.7M | 1.73% | −7,520−8.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 84,051 | $30.0M | 1.52% | −89,684−51.6% | Reduced |
| Change Path, LLC | 84,166 | $30.1M | 1.81% | −5,610−6.2% | Reduced |
| National Asset Management, Inc. | 84,441 | $30.2M | 0.91% | +32,158+61.5% | Added |
| Amundi | 80,444 | $30.3M | 0.02% | −6,784−7.8% | Reduced |