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 |
|---|---|---|---|---|---|
| Wealth Quarterback LLC | 1,356 | $484.0K | 0.51% | −27−2.0% | Reduced |
| Morse Asset Management, Inc | 1,356 | $484.0K | 0.18% | −1−0.1% | Reduced |
| True Link Financial Advisors, LLC | 1,356 | $484.0K | 0.07% | +15+1.1% | Added |
| Paradigm Capital Management, LLC | 1,357 | $485.0K | 0.65% | −23−1.7% | Reduced |
| Syverson Strege & Co | 1,358 | $485.0K | 0.25% | +1,234+995.2% | Added |
| ForthRight Wealth Management, LLC | 1,366 | $488.0K | 0.29% | 00.0% | Unchanged |
| Trust Co | 1,365 | $488.0K | 0.11% | +207+17.9% | Added |
| Kiwi Wealth Investments Limited Partnership | 1,295 | $488.5K | 0.03% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 1,368 | $489.0K | 0.46% | −26−1.9% | Reduced |
| Dentgroup LLC | 1,370 | $490.0K | 0.49% | +10+0.7% | Added |
| Betterment LLC | 1,300 | $490.0K | 0.00% | 00.0% | Unchanged |
| Brightworth | 1,374 | $491.0K | 0.05% | +1+0.1% | Added |
| First National Bank of South Miami | 1,381 | $493.0K | 0.38% | −125−8.3% | Reduced |
| Telos Capital Management, Inc. | 1,381 | $493.0K | 0.08% | −12−0.9% | Reduced |
| LS Investment Advisors, LLC | 1,380 | $493.0K | 0.10% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 1,382 | $494.0K | 0.05% | −254−15.5% | Reduced |
| X-Square Capital, LLC | 1,382 | $494.0K | 0.31% | −163−10.6% | Reduced |
| Better Money Decisions, LLC | 1,384 | $494.0K | 0.48% | +321+30.2% | Added |
| TFG Advisers LLC | 1,385 | $495.0K | 0.28% | +4+0.3% | Added |
| Reston Wealth Management LLC | 1,387 | $496.0K | 0.30% | +4+0.3% | Added |
| Finer Wealth Management, Inc. | 1,388 | $496.0K | 0.49% | +78+6.0% | Added |
| Souders Financial Advisors | 1,392 | $497.0K | 0.13% | −10−0.7% | Reduced |
| Frisch Financial Group, Inc. | 1,391 | $497.0K | 0.21% | +529+61.4% | Added |
| TriaGen Wealth Management LLC | 1,395 | $498.0K | 0.27% | −485−25.8% | Reduced |
| Renasant Bank | 1,396 | $499.0K | 0.44% | −1,061−43.2% | Reduced |
| Platte River Wealth Advisors, LLC | 1,401 | $500.0K | 0.22% | 00.0% | Unchanged |
| HT Partners LLC | 1,400 | $500.0K | 0.21% | +250+21.7% | Added |
| Gill Capital Partners, LLC | 1,399 | $500.0K | 0.26% | +711+103.3% | Added |
| Martin Capital Partners, LLC | 1,402 | $501.0K | 0.23% | +1,402 | New |
| Schoolcraft Capital LLC | 1,407 | $502.6K | 0.17% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,410 | $504.0K | 0.24% | +4+0.3% | Added |
| Great Point Wealth Advisors, LLC | 1,413 | $505.0K | 0.19% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,418 | $506.0K | 0.36% | 00.0% | Unchanged |
| Marotta Asset Management | 1,417 | $506.1K | 0.13% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,767 | $507.6K | 0.09% | −49−2.7% | Reduced |
| FLC Capital Advisors | 1,429 | $510.0K | 0.18% | −1,148−44.5% | Reduced |
| Wade Financial Advisory, Inc | 1,429 | $510.0K | 0.26% | −1−0.1% | Reduced |
| Isthmus Partners, LLC | 1,437 | $513.0K | 0.09% | −350−19.6% | Reduced |
| Beaton Management Co. Inc. | 1,439 | $514.0K | 0.39% | +100+7.5% | Added |
| Coastal Capital Group, Inc. | 1,440 | $515.0K | 0.15% | +4+0.3% | Added |
| Fortress Wealth Management, Inc. | 1,446 | $516.0K | 0.52% | +5+0.3% | Added |
| Wiser Wealth Management, Inc | 1,444 | $516.0K | 0.27% | +8+0.6% | Added |
| Stony Point Wealth Management Inc. | 1,446 | $517.0K | 0.38% | −51−3.4% | Reduced |
| Lindenwold Advisors | 1,450 | $518.0K | 0.38% | −364−20.1% | Reduced |
| Indie Asset Partners, LLC | 1,457 | $520.0K | 0.53% | −277−16.0% | Reduced |
| Wolff Financial Management LLC | 1,465 | $523.0K | 0.24% | −1−0.1% | Reduced |
| McDonough Capital Management, Inc | 1,464 | $523.0K | 0.60% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,467 | $524.0K | 0.13% | −187−11.3% | Reduced |
| Aberdeen Wealth Management LLC | 1,470 | $525.0K | 0.46% | 00.0% | Unchanged |
| ONE Advisory Partners, LLC | 1,472 | $526.0K | 0.36% | −332−18.4% | Reduced |
| Oarsman Capital, Inc. | 1,472 | $526.0K | 0.28% | +310+26.7% | Added |
| Fenimore Asset Management Inc | 1,477 | $528.0K | 0.02% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 1,482 | $529.0K | 0.22% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 1,488 | $531.0K | 0.72% | −247−14.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,488 | $531.0K | 0.38% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 1,488 | $531.0K | 0.40% | +111+8.1% | Added |
| Summit X, LLC | 1,477 | $534.0K | 0.16% | +182+14.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,499 | $535.0K | 0.04% | −107−6.7% | Reduced |
| PAX Financial Group, LLC | 1,498 | $535.0K | 0.14% | 00.0% | Unchanged |
| Standard Family Office LLC | 1,500 | $536.0K | 0.24% | 00.0% | Unchanged |
| Doheny Asset Management | 1,500 | $536.0K | 0.54% | +1,500 | New |
| Oak Thistle LLC | 1,511 | $540.0K | 1.95% | +81+5.7% | Added |
| Johnson & White Wealth Management, LLC | 1,515 | $541.0K | 0.61% | +1,515 | New |
| WFA of San Diego, LLC | 1,519 | $543.0K | 0.49% | +1+0.1% | Added |
| Exeter Financial, LLC | 1,521 | $543.0K | 0.32% | +311+25.7% | Added |
| Charles Schwab Trust Co | 1,530 | $546.0K | 0.09% | −854−35.8% | Reduced |
| Greenwood Gearhart Inc | 1,537 | $549.0K | 0.09% | +1+0.1% | Added |
| Maripau Wealth Management LLC | 1,422 | $549.0K | 0.59% | +773+119.1% | Added |
| Buckhead Capital Management LLC | 1,539 | $550.0K | 0.14% | −43−2.7% | Reduced |
| Aufman Associates Inc | 1,539 | $550.0K | 0.58% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,461 | $551.0K | 0.23% | −12−0.8% | Reduced |
| Kelly Financial Services LLC | 1,546 | $552.1K | 0.32% | −419−21.3% | Reduced |
| Hyperion Capital Advisors LP | 1,549 | $553.0K | 0.27% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 1,550 | $554.0K | 0.23% | −141−8.3% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,510 | $554.0K | 0.45% | −163−9.7% | Reduced |
| Tandem Investment Advisors, Inc. | 1,551 | $554.0K | 0.03% | −66−4.1% | Reduced |
| Bellwether Advisors, LLC | 1,555 | $555.0K | 0.18% | −1,205−43.7% | Reduced |
| Engrave Wealth Partners LLC | 1,553 | $555.0K | 0.26% | −139−8.2% | Reduced |
| Probity Advisors, Inc. | 1,554 | $555.0K | 0.14% | −46−2.9% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,554 | $555.0K | 0.64% | 00.0% | Unchanged |
| Retirement Planning Group | 1,554 | $555.0K | 0.07% | +7+0.5% | Added |
| Consilium Wealth Advisory, LLC | 1,562 | $558.0K | 0.62% | 00.0% | Unchanged |
| Family Capital Trust Co | 1,566 | $559.0K | 0.26% | −5−0.3% | Reduced |
| Altus Wealth Management, LLC | 1,569 | $560.0K | 0.48% | −173−9.9% | Reduced |
| Key Financial Inc | 1,568 | $560.0K | 0.26% | −44−2.7% | Reduced |
| Everhart Financial Group, Inc. | 1,570 | $560.0K | 0.31% | +152+10.7% | Added |
| Paradigm Financial Partners, LLC | 1,505 | $562.0K | 0.17% | +942+167.3% | Added |
| TFC Financial Management | 1,579 | $564.0K | 0.18% | +2+0.1% | Added |
| Wilson & Boucher Capital Management, LLC | 1,582 | $565.0K | 0.66% | +35+2.3% | Added |
| HighMark Wealth Management LLC | 1,595 | $566.0K | 0.48% | +41+2.6% | Added |
| Allen Capital Group, LLC | 1,592 | $569.0K | 0.13% | −432−21.3% | Reduced |
| Birchcreek Wealth Management, LLC | 1,592 | $569.0K | 0.53% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 1,600 | $571.0K | 0.14% | −3,400−68.0% | Reduced |
| Campbell Newman Asset Management Inc | 1,600 | $571.0K | 0.06% | −841−34.5% | Reduced |
| Monterey Private Wealth, Inc. | 1,578 | $573.0K | 0.34% | +246+18.5% | Added |
| Independent Investors Inc | 1,611 | $575.0K | 0.16% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 1,614 | $576.0K | 0.14% | 00.0% | Unchanged |
| Noked Capital LTD | 1,615 | $577.0K | 0.06% | +1,615 | New |
| Diversified Investment Strategies, LLC | 1,619 | $578.0K | 0.48% | +270+20.0% | Added |
| Maxele Advisors, LLC | 1,621 | $579.0K | 0.97% | −12−0.7% | Reduced |