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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 122,683 | $43.8M | 0.14% | +9,290+8.2% | Added |
| Evoke Wealth, LLC | 122,565 | $44.0M | 1.78% | +506+0.4% | Added |
| AIA Group Ltd | 123,500 | $44.1M | 2.89% | +4,400+3.7% | Added |
| Archetype Wealth Partners | 124,182 | $44.4M | 13.25% | −1,478−1.2% | Reduced |
| Evercore Wealth Management, LLC | 124,692 | $44.5M | 1.00% | −3,135−2.5% | Reduced |
| Castleark Management LLC | 124,800 | $44.6M | 2.48% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 124,921 | $44.6M | 0.63% | +32,505+35.2% | Added |
| Berkshire Bank | 125,461 | $44.8M | 13.71% | +2,068+1.7% | Added |
| Evolution Wealth Advisors, LLC | 126,500 | $45.2M | 12.39% | +9,957+8.5% | Added |
| Crescent Grove Advisors, LLC | 126,127 | $45.3M | 5.23% | −972−0.8% | Reduced |
| Camden Capital, LLC | 126,870 | $45.3M | 10.52% | −3,609−2.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 127,828 | $45.7M | 0.79% | +889+0.7% | Added |
| Klingman & Associates, LLC | 128,425 | $45.9M | 4.50% | −343−0.3% | Reduced |
| Belpointe Asset Management LLC | 145,789 | $46.2M | 3.12% | −70,122−32.5% | Reduced |
| HN Saltoro Capital, LP | 129,300 | $46.2M | 49.57% | +129,300 | New |
| CSM Advisors, LLC | 129,440 | $46.2M | 5.12% | −78,311−37.7% | Reduced |
| NSI Retail Advisors, LLC | 129,440 | $46.2M | 14.23% | −45,700−26.1% | Reduced |
| White Mountains Insurance Group Ltd | 130,000 | $46.4M | 23.85% | +130,000 | New |
| Moneta Group Investment Advisors LLC | 130,623 | $46.7M | 1.78% | −13,836−9.6% | Reduced |
| IFG Advisory, LLC | 130,761 | $46.7M | 4.25% | +33,074+33.9% | Added |
| Venture Visionary Partners LLC | 131,017 | $46.8M | 3.80% | +3,769+3.0% | Added |
| Fiera Capital Corp | 131,961 | $47.1M | 0.17% | −19,931−13.1% | Reduced |
| Keystone Financial Group | 132,381 | $47.3M | 9.59% | +4,479+3.5% | Added |
| Bank Hapoalim BM | 132,638 | $47.4M | 5.96% | +83,787+171.5% | Added |
| Brown Brothers Harriman & Co | 133,918 | $47.8M | 0.45% | −18,410−12.1% | Reduced |
| Beacon Capital Management, LLC | 127,232 | $47.9M | 15.95% | −58,048−31.3% | Reduced |
| Minot Capital, LP | 135,341 | $48.3M | 13.12% | −120,164−47.0% | Reduced |
| Citizens Financial Group Inc | 136,429 | $48.7M | 2.16% | +8,404+6.6% | Added |
| Financial Counselors Inc | 136,482 | $48.7M | 1.20% | +1,914+1.4% | Added |
| Financial Advisory Group | 137,294 | $49.0M | 11.05% | −725−0.5% | Reduced |
| Glenview Trust Co | 137,596 | $49.1M | 1.86% | +15,169+12.4% | Added |
| Asset Management One Co.,Ltd. | 139,100 | $49.7M | 0.25% | −37,150−21.1% | Reduced |
| Curtis Advisory Group, LLC | 139,310 | $49.8M | 20.44% | +520.0% | Added |
| Capula Management Ltd | 139,781 | $49.9M | 6.13% | −77,291−35.6% | Reduced |
| Cumberland Advisors Inc | 141,283 | $50.5M | 20.09% | −47,568−25.2% | Reduced |
| Avalon Investment & Advisory | 141,333 | $50.5M | 1.56% | −9,155−6.1% | Reduced |
| Avantax Advisory Services, Inc. | 141,367 | $50.5M | 0.78% | +10,177+7.8% | Added |
| Jabodon PT Co | 141,546 | $50.6M | 68.19% | +14,946+11.8% | Added |
| Haverford Trust Co | 141,617 | $50.6M | 0.69% | +8,593+6.5% | Added |
| Guggenheim Capital LLC | 142,445 | $50.9M | 0.47% | +98+0.1% | Added |
| Connectus Wealth, LLC | 144,283 | $51.5M | 1.07% | +26,403+22.4% | Added |
| Lowe Wealth Advisors, LLC | 144,593 | $51.6M | 30.40% | −3,043−2.1% | Reduced |
| Scotia Capital Inc. | 145,786 | $52.1M | 0.42% | −6,713−4.4% | Reduced |
| Global Endowment Management, LP | 147,000 | $52.5M | 5.30% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 147,992 | $52.9M | 0.44% | +147,992 | New |
| Proffitt & Goodson Inc | 148,019 | $52.9M | 11.43% | −3,973−2.6% | Reduced |
| Portland Global Advisors LLC | 148,124 | $52.9M | 10.58% | −1,096−0.7% | Reduced |
| Mizuho Markets Americas LLC | 148,800 | $53.1M | 2.43% | +144,615+3,455.6% | Added |
| Turim 21 Investimentos Ltda. | 149,504 | $53.4M | 45.73% | +70,099+88.3% | Added |
| Lincoln National Corp | 149,679 | $53.5M | 1.32% | −348−0.2% | Reduced |
| Bradley Foster & Sargent Inc | 150,266 | $53.7M | 1.48% | +2,480+1.7% | Added |
| Gladstone Institutional Advisory LLC | 150,313 | $53.7M | 4.20% | +47,272+45.9% | Added |
| Venturi Wealth Management, LLC | 150,548 | $53.8M | 5.17% | +7,730+5.4% | Added |
| Ensign Peak Advisors, Inc | 151,305 | $54.0M | 0.13% | +150,000+11,494.3% | Added |
| Clal Insurance Enterprises Holdings Ltd | 151,211 | $54.2M | 0.74% | +9,436+6.7% | Added |
| Arvest Trust Co N A | 151,787 | $54.2M | 3.73% | +3,590+2.4% | Added |
| Jana Partners LLC | 152,543 | $54.5M | 4.73% | −265,379−63.5% | Reduced |
| Main Management Fund Advisors LLC | 152,700 | $54.5M | 39.16% | +2,600+1.7% | Added |
| Steward Partners Investment Advisory, LLC | 152,956 | $54.6M | 1.02% | +16,223+11.9% | Added |
| Mizuho Securities Co. Ltd. | 153,979 | $55.0M | 18.63% | +63,957+71.0% | Added |
| Howard Capital Management Group, LLC | 158,111 | $56.5M | 7.14% | −1,059−0.7% | Reduced |
| Olympus Wealth Management, LLC | 158,928 | $56.8M | 24.49% | +52,141+48.8% | Added |
| Fort Point Capital Partners LLC | 159,576 | $57.0M | 10.61% | +8,037+5.3% | Added |
| CV Advisors LLC | 160,392 | $57.3M | 56.33% | −6,940−4.1% | Reduced |
| Keel Point, LLC | 162,776 | $58.1M | 9.98% | +14,081+9.5% | Added |
| Arrowstreet Capital, Limited Partnership | 162,855 | $58.2M | 0.09% | −21,771−11.8% | Reduced |
| 1st Source Bank | 163,532 | $58.4M | 4.25% | +2,190+1.4% | Added |
| Independent Family Office, LLC | 163,889 | $58.5M | 28.86% | +122,605+297.0% | Added |
| V2 Financial group LLC | 164,468 | $58.7M | 51.47% | −2,445−1.5% | Reduced |
| Wafra Inc. | 164,710 | $58.8M | 2.33% | +19,100+13.1% | Added |
| Cetera Investment Advisers | 166,418 | $59.4M | 1.19% | −26,614−13.8% | Reduced |
| CIBC Asset Management Inc | 168,790 | $60.3M | 0.27% | +5,071+3.1% | Added |
| Diversified Trust Co | 169,186 | $60.4M | 2.73% | +3,742+2.3% | Added |
| Equitable Holdings, Inc. | 169,507 | $60.5M | 1.18% | +10,411+6.5% | Added |
| MBL Wealth, LLC | 169,883 | $60.7M | 13.09% | +28,601+20.2% | Added |
| Cutler Group LP | 171,617 | $61.3M | 7.40% | +163,715+2,071.8% | Added |
| RBF Capital, LLC | 172,000 | $61.4M | 5.26% | +25,700+17.6% | Added |
| Spectrum Management Group, LLC | 172,153 | $61.5M | 13.36% | +6,387+3.9% | Added |
| Conning Inc. | 173,096 | $61.8M | 2.19% | −26,001−13.1% | Reduced |
| Industrial Alliance Investment Management Inc. | 174,784 | $62.4M | 1.84% | +15,599+9.8% | Added |
| United Capital Financial Advisers, LLC | 175,444 | $62.7M | 0.37% | −5,714−3.2% | Reduced |
| Rex Capital Advisors, LLC | 175,596 | $62.7M | 46.53% | +8,436+5.0% | Added |
| Edmond de Rothschild Holding S.A. | 177,086 | $63.3M | 1.68% | −8,136−4.4% | Reduced |
| St. Louis Trust Co | 170,949 | $63.9M | 18.28% | +17,465+11.4% | Added |
| Aristotle Capital Management, LLC | 179,497 | $64.1M | 0.15% | −78,919−30.5% | Reduced |
| Strategic Point Investment Advisors, LLC | 179,543 | $64.1M | 17.94% | −1,271−0.7% | Reduced |
| Old Mission Capital LLC | 180,039 | $64.3M | 2.80% | +85,772+91.0% | Added |
| Csenge Advisory Group | 180,547 | $64.5M | 5.35% | −9,277−4.9% | Reduced |
| Verition Fund Management LLC | 180,679 | $64.5M | 0.89% | +74,471+70.1% | Added |
| M Holdings Securities, Inc. | 181,612 | $64.9M | 7.17% | +8,419+4.9% | Added |
| First National Trust Co | 181,738 | $64.9M | 3.78% | +2,387+1.3% | Added |
| Cullen/Frost Bankers, Inc. | 181,716 | $65.0M | 1.48% | +6,438+3.7% | Added |
| Freestone Capital Holdings, LLC | 183,115 | $65.4M | 2.95% | −11,115−5.7% | Reduced |
| Montag A & Associates Inc | 183,005 | $65.7M | 4.55% | +15,245+9.1% | Added |
| GenTrust, LLC | 183,041 | $65.7M | 5.68% | −63,029−25.6% | Reduced |
| First Eagle Investment Management, LLC | 185,000 | $66.1M | 0.20% | +185,000 | New |
| MCF Advisors LLC | 188,121 | $67.3M | 7.49% | −2,512−1.3% | Reduced |
| Bessemer Group Inc | 192,399 | $68.7M | 0.18% | −80,748−29.6% | Reduced |
| Polar Asset Management Partners Inc. | 193,800 | $69.2M | 0.92% | +79,126+69.0% | Added |
| Ramsey Quantitative Systems | 194,180 | $69.4M | 100.00% | +104,962+117.6% | Added |