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 |
|---|---|---|---|---|---|
| Next Capital Management LLC | 881 | $315.0K | 0.24% | +61+7.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 883 | $315.0K | 0.11% | +110+14.2% | Added |
| Diversified, LLC | 884 | $316.0K | 0.16% | +84+10.5% | Added |
| Decatur Capital Management, Inc. | 891 | $318.0K | 0.24% | +2+0.2% | Added |
| Mendel Money Management | 894 | $319.0K | 0.20% | +165+22.6% | Added |
| Martin & Co Inc | 900 | $321.0K | 0.10% | 00.0% | Unchanged |
| Ade, LLC | 898 | $321.0K | 0.36% | 00.0% | Unchanged |
| Private Management Group Inc | 900 | $321.5K | 0.01% | −220−19.6% | Reduced |
| Advocate Group LLC | 902 | $322.0K | 0.08% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 900 | $322.0K | 0.02% | +247+37.8% | Added |
| Stonehearth Capital Management, LLC | 905 | $323.0K | 0.20% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 904 | $324.0K | 0.20% | −51−5.3% | Reduced |
| Sawgrass Asset Management LLC | 908 | $324.0K | 0.05% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 912 | $327.0K | 0.00% | +3+0.3% | Added |
| Pointe Capital Management LLC | 921 | $329.0K | 0.26% | +1+0.1% | Added |
| Coombe, Bender & Co LLC | 925 | $331.0K | 0.29% | +4+0.4% | Added |
| United Community Bank | 929 | $331.8K | 0.35% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 930 | $332.0K | 0.10% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 935 | $334.0K | 0.15% | −3−0.3% | Reduced |
| TCTC Holdings, LLC | 936 | $334.0K | 0.01% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 938 | $335.0K | 0.13% | −50−5.1% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 942 | $336.0K | 0.25% | +942 | New |
| Forum Private Client Group LLC | 944 | $337.0K | 0.25% | −51−5.1% | Reduced |
| Financial Advisors, LLC | 949 | $338.0K | 0.12% | +352+59.0% | Added |
| Gables Capital Management Inc. | 948 | $339.0K | 0.27% | +13+1.4% | Added |
| Stewart & Patten Co LLC | 950 | $339.0K | 0.07% | +950 | New |
| Lester Murray Antman dba SimplyRich | 952 | $340.0K | 0.15% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 954 | $341.0K | 0.18% | 00.0% | Unchanged |
| Stone Asset Management Inc. | 959 | $342.0K | 0.22% | −49−4.9% | Reduced |
| Stewardship Advisors, LLC | 957 | $342.0K | 0.15% | +78+8.9% | Added |
| Constitution Capital LLC | 963 | $344.0K | 0.23% | +20+2.1% | Added |
| Elmwood Wealth Management, Inc. | 965 | $345.0K | 0.17% | +281+41.1% | Added |
| Northeast Financial Group, Inc. | 968 | $345.8K | 0.31% | +968 | New |
| TD Capital Management LLC | 968 | $346.0K | 0.05% | −12−1.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 969 | $346.0K | 0.15% | +42+4.5% | Added |
| McRae Capital Management Inc | 972 | $347.0K | 0.11% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 974 | $348.0K | 0.09% | +27+2.9% | Added |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 977 | $349.0K | 0.20% | +180+22.6% | Added |
| Davis-Rea Ltd. | 975 | $350.0K | 0.22% | −975−50.0% | Reduced |
| Wealth Effects LLC | 980 | $350.0K | 0.21% | +1+0.1% | Added |
| Financial Life Advisors | 981 | $350.0K | 0.18% | +102+11.6% | Added |
| Essex Investment Management Co LLC | 981 | $350.0K | 0.06% | +906+1,208.0% | Added |
| Investors Research Corp | 983 | $351.0K | 0.11% | +17+1.8% | Added |
| Regal Wealth Group, Inc. | 953 | $351.0K | 0.27% | +4+0.4% | Added |
| Financial Services Advisory Inc | 982 | $351.0K | 1.28% | +213+27.7% | Added |
| EagleClaw Capital Managment, LLC | 985 | $352.0K | 0.10% | 00.0% | Unchanged |
| Bluestem Financial Advisors, LLC | 986 | $352.0K | 0.25% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 991 | $354.0K | 0.07% | +211+27.1% | Added |
| KCS Wealth Advisory | 994 | $355.0K | 0.16% | −20−2.0% | Reduced |
| Terra Nova Asset Management LLC | 996 | $356.0K | 0.39% | +1+0.1% | Added |
| Acima Private Wealth, LLC | 999 | $356.8K | 0.18% | 00.0% | Unchanged |
| MYDA Advisors LLC | 1,000 | $357.0K | 0.20% | −5,000−83.3% | Reduced |
| Kim, LLC | 1,000 | $357.0K | 0.02% | −500−33.3% | Reduced |
| Watchman Group, Inc. | 1,000 | $357.0K | 0.22% | −180−15.3% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 1,001 | $357.0K | 0.25% | −77−7.1% | Reduced |
| Palisade Capital Management LLC | 1,000 | $357.0K | 0.01% | 00.0% | Unchanged |
| Capital Management Corp | 1,000 | $357.0K | 0.10% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,000 | $357.0K | 0.49% | 00.0% | Unchanged |
| Sara-Bay Financial | 1,002 | $358.0K | 0.20% | +4+0.4% | Added |
| Sadoff Investment Management LLC | 1,000 | $359.0K | 0.03% | 00.0% | Unchanged |
| Athena Investment Management | 1,006 | $359.0K | 0.30% | 00.0% | Unchanged |
| Dempze Nancy E | 1,004 | $359.0K | 0.38% | +1,004 | New |
| Peachtree Investment Partners, LLC | 1,008 | $360.0K | 0.24% | −534−34.6% | Reduced |
| America First Investment Advisors, LLC | 1,008 | $360.0K | 0.13% | −237−19.0% | Reduced |
| Magnolia Capital Advisors LLC | 1,007 | $360.0K | 0.30% | −7−0.7% | Reduced |
| Keystone Financial Services | 951 | $361.0K | 0.21% | −3−0.3% | Reduced |
| Straight Path Wealth Management | 1,011 | $361.0K | 0.32% | +30+3.1% | Added |
| 3EDGE Asset Management, LP | 1,012 | $361.0K | 0.03% | +291+40.4% | Added |
| HFR Wealth Management, LLC | 1,014 | $362.0K | 0.12% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,014 | $363.0K | 0.16% | −21−2.0% | Reduced |
| Opus Capital Group, LLC | 1,017 | $363.0K | 0.08% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 1,017 | $363.0K | 0.02% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,021 | $364.0K | 0.38% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 1,009 | $364.0K | 0.33% | +32+3.3% | Added |
| Hazlett, Burt & Watson, Inc. | 1,024 | $365.0K | 0.35% | −29−2.8% | Reduced |
| Eudaimonia Advisors LLC | 1,023 | $365.0K | 0.26% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 1,024 | $366.0K | 0.31% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 1,028 | $367.0K | 0.05% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 1,028 | $367.0K | 0.21% | +2+0.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,028 | $367.0K | 0.07% | +86+9.1% | Added |
| TPG Financial Advisors, LLC | 1,030 | $368.0K | 0.23% | 00.0% | Unchanged |
| RVW Wealth, LLC | 1,029 | $368.0K | 0.05% | +110+12.0% | Added |
| Axiom Investment Management LLC | 1,030 | $368.0K | 0.74% | +1,030 | New |
| Cedar Wealth Management, LLC | 1,035 | $370.0K | 0.18% | +150+16.9% | Added |
| Alaethes Wealth LLC | 1,040 | $371.0K | 0.27% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 1,025 | $372.0K | 0.23% | 00.0% | Unchanged |
| Interactive Financial Advisors | 1,048 | $374.0K | 0.22% | −639−37.9% | Reduced |
| Topel & Distasi Wealth Management, LLC | 949 | $375.0K | 0.21% | +12+1.3% | Added |
| KRS Capital Management, LLC | 1,057 | $377.0K | 0.57% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 1,058 | $378.0K | 0.01% | −3−0.3% | Reduced |
| Columbus Macro, LLC | 1,059 | $378.0K | 0.15% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,058 | $378.0K | 0.31% | 00.0% | Unchanged |
| American Research & Management Co. | 1,064 | $380.0K | 0.10% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,063 | $380.0K | 0.03% | +9+0.9% | Added |
| J.Safra Asset Management Corp | 135,784 | $380.0K | 6.33% | +124,117+1,063.8% | Added |
| Saxon Interests, Inc. | 1,009 | $381.0K | 0.23% | −243−19.4% | Reduced |
| Balentine LLC | 1,067 | $381.0K | 0.01% | −10−0.9% | Reduced |
| Harrell Investment Partners, LLC | 1,081 | $386.0K | 0.16% | +1,081 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,086 | $388.0K | 0.00% | −52,386−98.0% | Reduced |
| Sound Income Strategies, LLC | 1,086 | $388.0K | 0.06% | −558−33.9% | Reduced |