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 |
|---|---|---|---|---|---|
| London Co of Virginia | 2,288 | $817.0K | 0.01% | −111−4.6% | Reduced |
| Univest Financial Corp | 2,294 | $819.0K | 0.27% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 2,295 | $820.0K | 0.22% | +803+53.8% | Added |
| Caas Capital Management LP | 2,300 | $822.0K | 0.11% | −53,910−95.9% | Reduced |
| Options Solutions, LLC | 2,300 | $822.0K | 1.27% | −500−17.9% | Reduced |
| McGuire Investment Group, LLC | 2,309 | $825.0K | 0.19% | 00.0% | Unchanged |
| Kidder Stephen W | 2,310 | $826.0K | 0.34% | −215−8.5% | Reduced |
| Integrity Advisory, LLC | 2,319 | $828.0K | 0.77% | +70+3.1% | Added |
| Trevian Wealth Management LLC | 2,324 | $830.0K | 0.94% | +362+18.5% | Added |
| Martin Capital Advisors, LLP | 2,327 | $831.0K | 1.22% | 00.0% | Unchanged |
| Parkside Advisors LLC | 2,315 | $831.0K | 0.32% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 2,325 | $831.0K | 0.11% | +1,550+200.0% | Added |
| Fingerlakes Wealth Management, Inc. | 2,330 | $832.0K | 1.21% | +119+5.4% | Added |
| Strategic Financial Services, Inc, | 2,331 | $833.0K | 0.07% | −115−4.7% | Reduced |
| Eagle Bay Advisors LLC | 2,346 | $838.0K | 0.52% | −356−13.2% | Reduced |
| Resource Planning Group | 2,345 | $838.0K | 0.73% | +103+4.6% | Added |
| Fortem Financial Group, LLC | 2,349 | $839.0K | 0.58% | −144−5.8% | Reduced |
| Chickasaw Capital Management LLC | 2,351 | $840.0K | 0.04% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 2,353 | $840.0K | 0.96% | +10.0% | Added |
| Collaborative Wealth Managment Inc. | 2,359 | $842.0K | 0.60% | 00.0% | Unchanged |
| Baker Boyer National Bank | 2,357 | $842.0K | 0.37% | 00.0% | Unchanged |
| Crabel Capital Management, LLC | 2,358 | $842.0K | 0.49% | +1,146+94.6% | Added |
| Fairview Capital Investment Management, LLC | 2,362 | $843.0K | 0.06% | −859−26.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 2,365 | $845.0K | 0.68% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,285 | $848.0K | 0.22% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,374 | $848.0K | 0.23% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 2,383 | $851.0K | 0.34% | +923+63.2% | Added |
| Townsend Asset Management Corp | 2,393 | $855.0K | 0.48% | +10.0% | Added |
| Canal Capital Management, LLC | 2,397 | $856.0K | 0.25% | −141−5.6% | Reduced |
| Ferguson Shapiro LLC | 2,396 | $856.0K | 0.51% | +749+45.5% | Added |
| Red Wave Investments LLC | 2,397 | $856.0K | 0.37% | +1,172+95.7% | Added |
| Capital Research Global Investors | 2,363 | $857.0K | 0.00% | +57+2.5% | Added |
| Powell Investment Advisors, LLC | 2,400 | $861.0K | 0.56% | −129−5.1% | Reduced |
| Capital Planning Advisors, LLC | 2,414 | $862.0K | 0.23% | −69−2.8% | Reduced |
| Fundamentun, LLC | 2,417 | $864.0K | 0.17% | +34+1.4% | Added |
| Sugarloaf Wealth Management, LLC | 2,417 | $864.0K | 0.22% | +62+2.6% | Added |
| Nomura Asset Management Co Ltd | 2,437 | $870.5K | 0.01% | +1,000+69.6% | Added |
| Matthew Goff Investment Advisor, LLC | 2,438 | $871.0K | 0.25% | +202+9.0% | Added |
| Penbrook Management LLC | 2,450 | $875.0K | 0.75% | −685−21.9% | Reduced |
| Kavar Capital Partners Group, LLC | 2,450 | $875.0K | 0.22% | +47+2.0% | Added |
| Little House Capital LLC | 2,451 | $875.0K | 0.47% | +442+22.0% | Added |
| NorthCrest Asset Manangement, LLC | 2,460 | $879.0K | 0.05% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 2,465 | $880.0K | 0.25% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 2,472 | $883.0K | 0.38% | +153+6.6% | Added |
| Curran Financial Partners, LLC | 2,486 | $888.0K | 0.45% | −31−1.2% | Reduced |
| Excalibur Management Corp | 2,486 | $888.0K | 0.50% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 2,248 | $888.0K | 0.11% | +29+1.3% | Added |
| Cassady Schiller Wealth Management, LLC | 2,489 | $889.0K | 0.51% | +237+10.5% | Added |
| Castle Wealth Management LLC | 2,481 | $890.0K | 0.54% | −825−25.0% | Reduced |
| State Farm Mutual Automobile Insurance Co | 2,500 | $893.0K | 0.00% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 2,507 | $896.0K | 0.24% | +229+10.1% | Added |
| Worth Asset Management, LLC | 2,514 | $897.0K | 0.66% | −481−16.1% | Reduced |
| HBW Advisory Services LLC | 2,516 | $899.0K | 0.25% | −7,439−74.7% | Reduced |
| Causeway Capital Management LLC | 2,519 | $900.0K | 0.03% | +2,519 | New |
| Orgel Wealth Management, LLC | 2,523 | $901.0K | 0.04% | −301−10.7% | Reduced |
| Asset Planning Services Inc | 2,526 | $902.0K | 0.63% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 2,363 | $913.0K | 0.64% | +595+33.7% | Added |
| TMD Wealth Management, LLC | 2,556 | $913.0K | 0.41% | +2,000+359.7% | Added |
| Garrison Point Advisors, LLC | 2,561 | $915.0K | 0.82% | +47+1.9% | Added |
| PDS Planning, Inc | 2,565 | $916.0K | 0.17% | −71−2.7% | Reduced |
| Dean Investment Associates, LLC | 2,563 | $916.0K | 0.19% | +9+0.4% | Added |
| Scholtz & Company, LLC | 2,300 | $917.0K | 0.66% | −119−4.9% | Reduced |
| Cornerstone Management, Inc. | 2,587 | $924.0K | 0.25% | −566−18.0% | Reduced |
| SS&H Financial Advisors, Inc. | 2,591 | $925.0K | 0.48% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,598 | $928.0K | 0.21% | +10.0% | Added |
| Aire Advisors, LLC | 2,598 | $928.0K | 0.32% | +35+1.4% | Added |
| Redmont Wealth Advisors LLC | 2,600 | $929.0K | 1.21% | −500−16.1% | Reduced |
| CapWealth Advisors, LLC | 2,601 | $929.0K | 0.12% | −19−0.7% | Reduced |
| EHP Funds Inc. | 2,600 | $929.0K | 0.20% | +2,600 | New |
| Confluence Wealth Services, Inc. | 2,605 | $930.0K | 0.39% | +25+1.0% | Added |
| Blodgett Wealth Advisors, LLC | 2,604 | $930.0K | 1.13% | −80−3.0% | Reduced |
| Windsor Group LTD | 2,565 | $930.0K | 0.23% | −23−0.9% | Reduced |
| Hyman Charles D | 2,604 | $930.0K | 0.07% | 00.0% | Unchanged |
| SWMG, LLC | 2,607 | $931.0K | 0.61% | +2,607 | New |
| Live Oak Private Wealth LLC | 2,613 | $933.0K | 0.21% | +219+9.1% | Added |
| West Chester Capital Advisors, Inc | 2,614 | $934.0K | 2.06% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 2,616 | $935.0K | 0.25% | +852+48.3% | Added |
| Papp L Roy & Associates | 2,626 | $938.0K | 0.14% | −10−0.4% | Reduced |
| Vestor Capital, LLC | 2,627 | $938.0K | 0.12% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,627 | $938.0K | 0.54% | +4+0.2% | Added |
| Somerset Group LLC | 2,635 | $941.0K | 0.86% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 2,634 | $941.0K | 0.55% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,641 | $943.0K | 0.31% | −250−8.6% | Reduced |
| Stack Financial Management, Inc | 2,645 | $945.0K | 0.10% | −135−4.9% | Reduced |
| Altman Advisors, Inc. | 2,651 | $947.0K | 0.60% | −604−18.6% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,663 | $951.0K | 0.45% | −189−6.6% | Reduced |
| Narus Financial Partners, LLC | 2,664 | $951.6K | 0.60% | +245+10.1% | Added |
| McCutchen Group LLC | 2,665 | $952.0K | 0.21% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 2,673 | $955.0K | 0.17% | 00.0% | Unchanged |
| Clarus Group, Inc. | 2,673 | $955.0K | 0.87% | +786+41.7% | Added |
| Miramar Capital, LLC | 2,556 | $956.0K | 0.26% | +251+10.9% | Added |
| BancFirst Trust & Investment Management | 2,639 | $957.0K | 0.57% | +1,675+173.8% | Added |
| Arq Wealth Advisors, LLC | 2,688 | $960.0K | 0.74% | +218+8.8% | Added |
| Motco | 2,692 | $961.0K | 0.08% | −65−2.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 2,701 | $963.0K | 0.44% | −387−12.5% | Reduced |
| Abound Wealth Management | 2,710 | $968.0K | 0.52% | +210+8.4% | Added |
| Insight Inv LLC | 2,717 | $970.0K | 1.08% | 00.0% | Unchanged |
| Westwood Wealth Management | 2,719 | $971.0K | 1.21% | −25−0.9% | Reduced |
| FourThought Financial, LLC | 2,725 | $973.0K | 0.14% | +641+30.8% | Added |
| Acorn Wealth Advisors, LLC | 2,731 | $975.0K | 0.80% | +57+2.1% | Added |