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 |
|---|---|---|---|---|---|
| First Financial Corp | 685 | $245.0K | 0.16% | 00.0% | Unchanged |
| Somerset Trust Co | 692 | $247.0K | 0.12% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 697 | $249.0K | 0.12% | 00.0% | Unchanged |
| Elm Partners Management LLC | 696 | $249.0K | 0.03% | −2,374−77.3% | Reduced |
| Safeguard Financial, LLC | 698 | $249.0K | 0.23% | −55−7.3% | Reduced |
| AF Advisors, Inc. | 700 | $250.0K | 0.16% | −75−9.7% | Reduced |
| Bridgecreek Investment Management, LLC | 700 | $250.0K | 0.05% | 00.0% | Unchanged |
| Affiance Financial, LLC | 700 | $250.0K | 0.14% | +700 | New |
| Robbins Farley LLC | 700 | $250.0K | 0.21% | +700 | New |
| Zullo Investment Group, Inc. | 706 | $252.0K | 0.16% | +36+5.4% | Added |
| TRUE Private Wealth Advisors | 707 | $252.0K | 0.04% | +707 | New |
| James Reed Financial Services, Inc. | 711 | $253.0K | 0.38% | −33−4.4% | Reduced |
| Morling Financial Advisors, LLC | 709 | $253.0K | 0.34% | +709 | New |
| Canton Hathaway, LLC | 710 | $254.0K | 0.09% | +300+73.2% | Added |
| Avaii Wealth Management, LLC | 716 | $256.0K | 0.27% | +32+4.7% | Added |
| Liberty Wealth Management LLC | 719 | $257.0K | 0.07% | −324−31.1% | Reduced |
| Legacy Wealth Planning, LLC | 719 | $257.0K | 0.43% | −300−29.4% | Reduced |
| Garrison Asset Management, LLC | 731 | $261.0K | 0.18% | 00.0% | Unchanged |
| Pflug Koory, LLC | 733 | $262.0K | 0.16% | 00.0% | Unchanged |
| Strategic Investment Advisors | 738 | $263.0K | 0.06% | −263−26.3% | Reduced |
| Stone Point Wealth LLC | 745 | $266.0K | 0.16% | −50−6.3% | Reduced |
| Maryland Capital Advisors Inc. | 750 | $268.0K | 0.28% | 00.0% | Unchanged |
| Arden Trust Co | 756 | $270.0K | 0.07% | −9,893−92.9% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 756 | $270.0K | 0.38% | −70−8.5% | Reduced |
| Mendel Capital Management LLC | 759 | $271.0K | 0.32% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 758 | $271.0K | 0.19% | +758 | New |
| Bernardo Wealth Planning LLC | 728 | $272.0K | 0.15% | +20+2.8% | Added |
| R. W. Roge & Company, Inc. | 771 | $275.0K | 0.19% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 770 | $275.0K | 0.13% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 773 | $276.1K | 0.48% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 776 | $277.0K | 0.12% | −57−6.8% | Reduced |
| RDA Financial Network | 778 | $278.0K | 0.15% | −32−4.0% | Reduced |
| Vision Capital Management, Inc. | 778 | $278.0K | 0.06% | +85+12.3% | Added |
| Concorde Asset Management, LLC | 776 | $278.0K | 0.31% | +137+21.4% | Added |
| Cornerstone National Bank & Trust Co | 781 | $279.0K | 0.15% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 783 | $280.0K | 0.08% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 787 | $281.0K | 0.14% | 00.0% | Unchanged |
| Wealthsimple Inc. | 790 | $282.0K | 0.01% | +51+6.9% | Added |
| Evergreen Wealth Solutions, LLC | 790 | $282.0K | 0.40% | +790 | New |
| Vaughan & Co Securities, Inc. | 795 | $284.0K | 0.25% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 797 | $285.0K | 0.12% | −24−2.9% | Reduced |
| Grant Street Asset Management, Inc. | 798 | $285.0K | 0.13% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 799 | $285.3K | 0.11% | −21−2.6% | Reduced |
| Bollard Group LLC | 800 | $286.0K | 0.01% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 802 | $286.0K | 0.16% | +3+0.4% | Added |
| Triune Financial Partners, LLC | 803 | $286.7K | 0.16% | −41−4.9% | Reduced |
| SevenBridge Financial Group, LLC | 804 | $287.0K | 0.10% | −24−2.9% | Reduced |
| Fullen Financial Group | 744 | $287.0K | 0.18% | +25+3.5% | Added |
| Macroview Investment Management LLC | 809 | $289.0K | 0.53% | −242−23.0% | Reduced |
| PSI Advisors, LLC | 808 | $289.0K | 0.15% | −20−2.4% | Reduced |
| OneAscent Financial Services LLC | 807 | $289.0K | 0.11% | +248+44.4% | Added |
| Beta Wealth Group, Inc. | 811 | $290.0K | 0.21% | +3+0.4% | Added |
| Oak Asset Management, LLC | 815 | $291.0K | 0.14% | −1,355−62.4% | Reduced |
| Bridges Investment Management Inc | 816 | $291.0K | 0.01% | 00.0% | Unchanged |
| Check Capital Management Inc | 816 | $291.0K | 0.03% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 818 | $292.0K | 0.25% | −1,946−70.4% | Reduced |
| RS Crum Inc. | 818 | $292.0K | 0.15% | −16−1.9% | Reduced |
| RPg Family Wealth Advisory, LLC | 739 | $292.0K | 0.15% | +19+2.6% | Added |
| Marble Harbor Investment Counsel, LLC | 821 | $293.0K | 0.04% | +1+0.1% | Added |
| Driehaus Capital Management LLC | 820 | $293.0K | 0.00% | +42+5.4% | Added |
| Wolff Wiese Magana LLC | 823 | $294.0K | 0.24% | −32−3.7% | Reduced |
| Mayfair Advisory Group, LLC | 804 | $295.0K | 0.42% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 829 | $296.0K | 0.10% | −8−1.0% | Reduced |
| Cheviot Value Management, LLC | 830 | $296.0K | 0.08% | +42+5.3% | Added |
| DGS Capital Management, LLC | 830 | $296.5K | 0.20% | −19−2.2% | Reduced |
| LPWM LLC | 832 | $297.0K | 0.18% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 832 | $297.0K | 0.08% | −10−1.2% | Reduced |
| Hanlon Investment Management, Inc. | 832 | $297.0K | 0.11% | +832 | New |
| Partners in Financial Planning | 752 | $297.8K | 0.09% | +182+31.9% | Added |
| Capstone Triton Financial Group, LLC | 833 | $298.0K | 0.25% | 00.0% | Unchanged |
| Ballast, Inc. | 836 | $298.0K | 0.15% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 838 | $299.0K | 0.15% | −270−24.4% | Reduced |
| Old Mission Investment Co LLC | 838 | $299.3K | 0.14% | +15+1.8% | Added |
| Dohj, LLC | 840 | $300.0K | 0.20% | −20−2.3% | Reduced |
| New England Professional Planning Group Inc. | 844 | $301.0K | 0.21% | +153+22.1% | Added |
| Warren Street Wealth Advisors, LLC | 849 | $303.0K | 0.31% | +8+1.0% | Added |
| Concentric Capital Strategies, LP | 847 | $303.0K | 0.12% | +847 | New |
| Rowland & Co Investment Counsel | 849 | $303.5K | 0.08% | +53+6.7% | Added |
| JGP Wealth Management, LLC | 838 | $304.0K | 0.06% | −180−17.7% | Reduced |
| Strengthening Families & Communities, LLC | 854 | $304.0K | 0.16% | +4+0.5% | Added |
| Piscataqua Savings Bank | 850 | $304.0K | 0.29% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 856 | $305.0K | 0.07% | +136+18.9% | Added |
| Fishman Jay A Ltd | 855 | $305.4K | 0.04% | 00.0% | Unchanged |
| Bank of Stockton | 860 | $307.0K | 0.12% | 00.0% | Unchanged |
| Rezny Wealth Management, Inc. | 861 | $307.0K | 0.12% | 00.0% | Unchanged |
| Surience Private Wealth LLC | 861 | $308.0K | 0.79% | −42,441−98.0% | Reduced |
| Mechanics Financial Corp | 862 | $308.0K | 0.20% | −75−8.0% | Reduced |
| Cross Staff Investments Inc | 862 | $308.0K | 0.34% | +2+0.2% | Added |
| Bell Investment Advisors, Inc | 866 | $309.0K | 0.10% | −2,363−73.2% | Reduced |
| Mattern Wealth Management LLC | 864 | $309.0K | 0.12% | −175−16.8% | Reduced |
| M&R Capital Management Inc | 867 | $309.0K | 0.09% | +472+119.5% | Added |
| Greenspring Advisors, LLC | 867 | $310.0K | 0.10% | −288−24.9% | Reduced |
| American Money Management, LLC | 869 | $310.0K | 0.09% | +38+4.6% | Added |
| Blue Barn Wealth, LLC | 871 | $311.0K | 0.22% | +1+0.1% | Added |
| Landaas & Co | 875 | $312.0K | 0.20% | +9+1.0% | Added |
| DeDora Capital, Inc. | 876 | $313.0K | 0.16% | −5−0.6% | Reduced |
| Smith Shellnut Wilson LLC | 877 | $313.0K | 0.21% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 877 | $313.0K | 0.16% | +113+14.8% | Added |
| Retirement Guys Formula LLC | 878 | $314.0K | 0.33% | +878 | New |
| Court Place Advisors, LLC | 883 | $315.0K | 0.13% | −39−4.2% | Reduced |