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 |
|---|---|---|---|---|---|
| JFG Wealth Management, LLC | 1,626 | $580.0K | 0.19% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 1,624 | $580.0K | 0.47% | +1,624 | New |
| Northstar Advisory Group, LLC | 1,628 | $581.0K | 0.52% | −2,179−57.2% | Reduced |
| Cypress Asset Management Inc | 1,627 | $581.0K | 0.22% | −15−0.9% | Reduced |
| Autus Asset Management, LLC | 1,629 | $582.0K | 0.11% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,634 | $584.0K | 0.22% | −37−2.2% | Reduced |
| AllSquare Wealth Management LLC | 1,644 | $587.0K | 0.42% | −50−3.0% | Reduced |
| Integrity Financial Corp | 1,648 | $589.0K | 0.62% | +109+7.1% | Added |
| PFG Private Wealth Management, LLC | 1,652 | $590.0K | 0.39% | +5+0.3% | Added |
| Fca Corp | 1,654 | $591.0K | 0.25% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,654 | $591.0K | 0.42% | +33+2.0% | Added |
| jvl associates llc | 1,656 | $591.0K | 0.36% | +324+24.3% | Added |
| Sentinel Pension Advisors Inc | 1,661 | $593.0K | 0.21% | +352+26.9% | Added |
| Investors Asset Management of Georgia Inc | 1,670 | $597.0K | 0.31% | +4+0.2% | Added |
| GFG Capital, LLC | 1,678 | $599.0K | 0.20% | +124+8.0% | Added |
| Fort Pitt Capital Group, LLC | 1,680 | $600.0K | 0.03% | −147−8.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,681 | $600.0K | 0.37% | +100+6.3% | Added |
| ETF Portfolio Partners, Inc. | 1,682 | $601.0K | 0.27% | +75+4.7% | Added |
| Steward Financial Group LLC | 1,685 | $601.0K | 0.44% | +1,150+215.0% | Added |
| Tru Independence Asset Management 2, LLC | 1,689 | $603.0K | 0.64% | −261−13.4% | Reduced |
| LifeGuide Financial Advisors, LLC | 1,694 | $605.0K | 0.59% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 1,697 | $606.0K | 0.83% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 1,699 | $606.8K | 0.32% | 00.0% | Unchanged |
| Summit Global Investments | 1,700 | $607.0K | 0.06% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,700 | $607.0K | 0.15% | +390+29.8% | Added |
| Nicollet Investment Management, Inc. | 1,701 | $608.0K | 0.33% | +2+0.1% | Added |
| Stonebridge Capital Advisors LLC | 1,704 | $609.0K | 0.08% | −194−10.2% | Reduced |
| Powers Advisory Group, LLC | 1,707 | $610.0K | 0.49% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,714 | $612.0K | 0.19% | +70+4.3% | Added |
| Marino, Stram & Associates LLC | 1,718 | $614.0K | 0.22% | +17+1.0% | Added |
| Weatherly Asset Management L. P. | 1,713 | $615.0K | 0.09% | −17−1.0% | Reduced |
| Ibex Wealth Advisors | 1,726 | $617.0K | 0.16% | −1,058−38.0% | Reduced |
| Heritage Financial Services, LLC | 1,731 | $618.0K | 0.38% | −70−3.9% | Reduced |
| Hexagon Capital Partners LLC | 1,731 | $618.0K | 0.18% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,737 | $620.0K | 0.06% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,735 | $620.0K | 0.22% | +128+8.0% | Added |
| Financial Management Network Inc | 1,646 | $622.0K | 0.31% | +113+7.4% | Added |
| Summitry LLC | 1,744 | $623.0K | 0.05% | +1,744 | New |
| Abner Herrman & Brock LLC | 1,750 | $625.0K | 0.11% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,750 | $625.0K | 0.42% | +8+0.5% | Added |
| Affinity Capital Advisors, LLC | 1,753 | $626.0K | 0.22% | −172−8.9% | Reduced |
| Advocacy Wealth Management Services, LLC | 1,660 | $626.0K | 0.09% | +1+0.1% | Added |
| Phocas Financial Corp. | 1,764 | $630.0K | 0.10% | 00.0% | Unchanged |
| First National Bank | 1,770 | $632.0K | 0.57% | −425−19.4% | Reduced |
| Triasima Portfolio Management inc. | 1,770 | $632.0K | 0.05% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 1,774 | $633.0K | 0.24% | −17−0.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,726 | $633.0K | 0.42% | +6+0.3% | Added |
| Tectonic Advisors LLC | 1,775 | $634.0K | 0.12% | −118−6.2% | Reduced |
| Missouri Trust & Investment Co | 1,774 | $634.0K | 0.42% | −83−4.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,775 | $634.0K | 0.37% | +2+0.1% | Added |
| Concentric Wealth Management, LLC | 1,779 | $635.0K | 0.23% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 1,648 | $636.0K | 0.44% | +7+0.4% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,790 | $639.0K | 0.22% | +106+6.3% | Added |
| Full Sail Capital, LLC | 1,793 | $640.0K | 0.07% | −2,442−57.7% | Reduced |
| Heartwood Wealth Advisors LLC | 1,798 | $642.0K | 0.11% | −655−26.7% | Reduced |
| Wells Trecaso Financial Group, LLC | 1,797 | $642.0K | 0.35% | −248−12.1% | Reduced |
| Clean Yield Group | 1,800 | $643.0K | 0.30% | 00.0% | Unchanged |
| Bellevue Group AG | 1,800 | $643.0K | 0.01% | +1,800 | New |
| Ratio Wealth Group | 1,801 | $643.1K | 0.21% | −68−3.6% | Reduced |
| First Command Bank | 1,803 | $644.0K | 0.09% | −227−11.2% | Reduced |
| First Command Financial Services, Inc. | 1,803 | $644.0K | 0.09% | −227−11.2% | Reduced |
| CVA Family Office, LLC | 1,804 | $644.0K | 0.17% | +1+0.1% | Added |
| Goepper Burkhardt LLC | 1,809 | $646.0K | 0.48% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 1,808 | $646.0K | 0.29% | +579+47.1% | Added |
| Monograph Wealth Advisors, LLC | 1,803 | $647.0K | 0.21% | 00.0% | Unchanged |
| Advisory Research Inc | 1,812 | $647.0K | 0.06% | +416+29.8% | Added |
| Sather Financial Group Inc | 1,814 | $648.0K | 0.07% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 1,690 | $650.0K | 0.35% | +305+22.0% | Added |
| Foster Group, Inc. | 1,825 | $652.0K | 0.05% | −2,009−52.4% | Reduced |
| Armstrong Henry H Associates Inc | 1,831 | $654.0K | 0.09% | +30+1.7% | Added |
| Wealthstar Advisors, LLC | 1,823 | $655.0K | 0.31% | +111+6.5% | Added |
| Radnor Capital Management, LLC | 1,837 | $656.0K | 0.19% | 00.0% | Unchanged |
| Roger Wittlin Investment Advisory, LLC | 1,841 | $657.0K | 17.86% | −1,189−39.2% | Reduced |
| Trilogy Capital Inc. | 1,838 | $657.0K | 0.06% | −845−31.5% | Reduced |
| Darwin Advisors, LLC | 1,792 | $657.0K | 0.16% | −22−1.2% | Reduced |
| Rain Capital Management, LLC | 1,840 | $657.0K | 0.51% | −19−1.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,842 | $658.0K | 0.00% | +1,842 | New |
| Schwab Charitable Fund | 1,844 | $659.0K | 0.14% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 1,849 | $660.0K | 0.25% | +1+0.1% | Added |
| Lion Street Advisors, LLC | 1,864 | $666.0K | 0.33% | +1,120+150.5% | Added |
| Chemistry Wealth Management LLC | 1,868 | $667.0K | 0.26% | +115+6.6% | Added |
| N.E.W. Advisory Services LLC | 1,871 | $668.0K | 0.12% | +685+57.8% | Added |
| Burton Enright Welch | 1,872 | $668.5K | 0.33% | +457+32.3% | Added |
| Kesler, Norman & Wride, LLC | 1,874 | $669.0K | 0.19% | +796+73.8% | Added |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $670.0K | 0.49% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 1,876 | $670.0K | 0.15% | +18+1.0% | Added |
| ESL Trust Services, LLC | 1,879 | $671.0K | 0.25% | 00.0% | Unchanged |
| Main Street Research LLC | 1,883 | $673.0K | 0.15% | +1,284+214.4% | Added |
| Hellman Jordan Management Co Inc | 1,892 | $676.0K | 1.17% | −18,665−90.8% | Reduced |
| Naviter Wealth, LLC | 1,883 | $676.0K | 0.28% | −5,414−74.2% | Reduced |
| IMA Wealth, Inc. | 1,893 | $676.0K | 0.18% | 00.0% | Unchanged |
| Curi Capital | 1,892 | $676.0K | 0.11% | +890+88.8% | Added |
| Spartan Fund Management Inc. | 1,900 | $679.0K | 0.21% | −400−17.4% | Reduced |
| Vista Investment Management | 1,902 | $679.0K | 0.42% | −12−0.6% | Reduced |
| Colonial Trust Advisors | 1,902 | $679.0K | 0.09% | +452+31.2% | Added |
| Paragon Capital Management Inc | 1,903 | $679.9K | 0.67% | +13+0.7% | Added |
| Beacon Financial Group | 1,877 | $680.0K | 0.11% | −66−3.4% | Reduced |
| Reuter James Wealth Management, LLC | 1,911 | $683.0K | 0.47% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,903 | $683.0K | 0.26% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 1,913 | $683.3K | 0.36% | −112−5.5% | Reduced |