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 |
|---|---|---|---|---|---|
| Eagle Strategies LLC | 16,987 | $6.07M | 3.17% | −271−1.6% | Reduced |
| Avestar Capital, LLC | 16,979 | $6.07M | 1.68% | +132+0.8% | Added |
| Shoker Investment Counsel, Inc. | 16,976 | $6.06M | 3.18% | −225−1.3% | Reduced |
| Sutton Wealth Advisors Inc. | 16,935 | $6.05M | 2.46% | +81+0.5% | Added |
| SeaCrest Wealth Management, LLC | 16,918 | $6.04M | 0.92% | +2,139+14.5% | Added |
| Main Street Financial Solutions, LLC | 16,862 | $6.02M | 0.99% | −68−0.4% | Reduced |
| RFG Advisory, LLC | 15,753 | $6.02M | 0.34% | +5,294+50.6% | Added |
| Heritage Trust Co | 16,787 | $6.00M | 1.05% | +67+0.4% | Added |
| Kolinsky Wealth Management, LLC | 16,621 | $5.94M | 7.44% | −585−3.4% | Reduced |
| Castleview Partners, LLC | 16,550 | $5.91M | 5.65% | +12,735+333.8% | Added |
| Market Street Wealth Management Advisors LLC | 16,464 | $5.88M | 1.86% | +4,422+36.7% | Added |
| Lansing Street Advisors | 16,290 | $5.82M | 4.50% | +438+2.8% | Added |
| Destination Wealth Management | 16,273 | $5.81M | 0.24% | +612+3.9% | Added |
| Annandale Capital, LLC | 16,264 | $5.81M | 2.14% | −20−0.1% | Reduced |
| Columbia Asset Management | 16,253 | $5.80M | 1.54% | −44−0.3% | Reduced |
| Washington Capital Management Inc | 16,239 | $5.80M | 5.84% | +2,175+15.5% | Added |
| Panagora Asset Management Inc | 16,230 | $5.80M | 0.04% | −11,014−40.4% | Reduced |
| Codex Capital, L.L.C. | 16,220 | $5.79M | 4.97% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 16,202 | $5.79M | 0.34% | +10,541+186.2% | Added |
| Buckingham Strategic Partners | 16,181 | $5.78M | 0.34% | +3,976+32.6% | Added |
| Clear Creek Financial Management, LLC | 16,160 | $5.78M | 1.27% | −750−4.4% | Reduced |
| Hunting Hill Global Capital, LLC | 16,143 | $5.77M | 3.44% | +16,143 | New |
| Westwood Holdings Group Inc. | 16,119 | $5.76M | 0.07% | +25+0.2% | Added |
| KG&L Capital Management,LLC | 16,072 | $5.74M | 3.24% | +224+1.4% | Added |
| Palumbo Wealth Management LLC | 16,025 | $5.72M | 4.84% | −9−0.1% | Reduced |
| Van Cleef Asset Management,Inc | 15,996 | $5.71M | 1.10% | −115−0.7% | Reduced |
| Lloyd Park, LLC | 15,985 | $5.71M | 7.05% | +297+1.9% | Added |
| Caxton Corp | 15,947 | $5.70M | 13.61% | 00.0% | Unchanged |
| TSFG, LLC | 15,921 | $5.69M | 2.66% | +471+3.0% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 15,895 | $5.68M | 2.79% | +224+1.4% | Added |
| Global Strategic Investment Solutions, LLC | 15,867 | $5.67M | 0.27% | +2,628+19.9% | Added |
| Cornerstone Advisors Asset Management, LLC | 15,858 | $5.66M | 4.34% | −377−2.3% | Reduced |
| Shaker Financial Services, LLC | 15,844 | $5.66M | 2.79% | +15,844 | New |
| Arrow Financial Corp | 15,809 | $5.65M | 0.82% | +42+0.3% | Added |
| Financial Guidance Group, Inc. | 15,795 | $5.64M | 4.52% | +866+5.8% | Added |
| Massmutual Trust Co FSB | 15,785 | $5.64M | 0.26% | −778−4.7% | Reduced |
| Caerus Investment Advisors, LLC | 15,738 | $5.62M | 7.08% | −10−0.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 15,697 | $5.61M | 0.26% | −1,394−8.2% | Reduced |
| True North Advisors, LLC | 15,694 | $5.61M | 1.84% | −1,403−8.2% | Reduced |
| Bank of New Hampshire | 15,687 | $5.60M | 1.75% | −209−1.3% | Reduced |
| Bedel Financial Consulting, Inc. | 14,736 | $5.60M | 1.48% | +2,708+22.5% | Added |
| Quantinno Capital Management LP | 15,667 | $5.60M | 0.72% | +12,528+399.1% | Added |
| JFS Wealth Advisors, LLC | 15,651 | $5.59M | 0.61% | +465+3.1% | Added |
| One Capital Management, LLC | 15,642 | $5.59M | 0.33% | −5,184−24.9% | Reduced |
| Cypress Wealth Services, LLC | 15,370 | $5.58M | 1.90% | −1,153−7.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 15,580 | $5.57M | 2.01% | +30.0% | Added |
| American Trust | 15,575 | $5.56M | 0.47% | +1,345+9.5% | Added |
| Fortress Wealth Group, LLC | 15,573 | $5.56M | 4.17% | +118+0.8% | Added |
| Journey Advisory Group, LLC | 15,561 | $5.56M | 1.42% | −632−3.9% | Reduced |
| Clear Street Markets LLC | 15,550 | $5.55M | 1.05% | −4,250−21.5% | Reduced |
| Personal Cfo Solutions, LLC | 15,487 | $5.53M | 1.39% | +7,299+89.1% | Added |
| Capital Wealth Management, LLC | 15,465 | $5.52M | 4.28% | −34−0.2% | Reduced |
| Strategy Asset Managers LLC | 15,438 | $5.51M | 1.50% | +6,428+71.3% | Added |
| Gratus Capital LLC | 15,415 | $5.51M | 0.59% | +1,180+8.3% | Added |
| Ellenbecker Investment Group | 15,394 | $5.50M | 1.74% | −500−3.1% | Reduced |
| Ashford Capital Management Inc | 15,372 | $5.49M | 0.84% | +349+2.3% | Added |
| Ignite Planners, LLC | 14,916 | $5.47M | 4.37% | −241−1.6% | Reduced |
| Silverhawk Asset Management, LLC | 15,308 | $5.47M | 5.48% | +176+1.2% | Added |
| Crestone Asset Management LLC | 15,304 | $5.47M | 1.39% | +2,134+16.2% | Added |
| Oliver Luxxe Assets LLC | 15,281 | $5.46M | 1.71% | +1,328+9.5% | Added |
| Colorado Capital Management, Inc. | 15,210 | $5.43M | 4.70% | −120−0.8% | Reduced |
| RMR Wealth Builders | 15,200 | $5.43M | 1.33% | +1,518+11.1% | Added |
| Atom Investors LP | 15,179 | $5.42M | 1.91% | +12,210+411.2% | Added |
| Next Level Private LLC | 14,348 | $5.41M | 4.76% | +12,595+718.5% | Added |
| Cohen & Steers, Inc. | 15,143 | $5.41M | 0.01% | +135+0.9% | Added |
| Calton & Associates, Inc. | 15,145 | $5.41M | 3.10% | +715+5.0% | Added |
| Corsicana & Co. | 15,139 | $5.41M | 4.56% | −185−1.2% | Reduced |
| Summit Wealth Partners, LLC | 15,122 | $5.40M | 1.52% | +43+0.3% | Added |
| Corundum Group, Inc. | 15,114 | $5.40M | 3.40% | +758+5.3% | Added |
| Windham Capital Management, LLC | 15,101 | $5.39M | 2.04% | 00.0% | Unchanged |
| Advisor OS, LLC | 15,052 | $5.38M | 1.62% | +41+0.3% | Added |
| Peoples Bank | 15,035 | $5.37M | 3.60% | −289−1.9% | Reduced |
| ICA Group Wealth Management, LLC | 14,996 | $5.36M | 1.14% | +474+3.3% | Added |
| MAS Advisors LLC | 14,980 | $5.35M | 5.16% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 14,420 | $5.35M | 0.60% | +11+0.1% | Added |
| Cantor Fitzgerald, L. P. | 14,945 | $5.34M | 0.12% | +755+5.3% | Added |
| Foresight Capital Management Advisors, Inc. | 14,933 | $5.33M | 9.19% | +172+1.2% | Added |
| C2C Wealth Management, LLC | 14,103 | $5.33M | 1.04% | +188+1.4% | Added |
| Mather Group, LLC. | 14,850 | $5.30M | 0.11% | +281+1.9% | Added |
| Money Concepts Capital Corp | 14,838 | $5.30M | 0.31% | −109−0.7% | Reduced |
| Smithfield Trust Co | 14,809 | $5.29M | 0.38% | +657+4.6% | Added |
| GSB Wealth Management, LLC | 14,797 | $5.29M | 1.92% | +104+0.7% | Added |
| Balboa Wealth Partners | 14,784 | $5.28M | 2.32% | +14,784 | New |
| BancorpSouth Bank | 14,742 | $5.27M | 0.55% | +11,735+390.3% | Added |
| Advisory Alpha, LLC | 14,738 | $5.26M | 0.40% | +11,584+367.3% | Added |
| Meritage Portfolio Management | 14,734 | $5.26M | 0.44% | +128+0.9% | Added |
| Aureus Asset Management, LLC | 14,710 | $5.25M | 0.46% | +20.0% | Added |
| Wealthsource Partners, LLC | 14,700 | $5.25M | 0.39% | −1,340−8.4% | Reduced |
| Alera Investment Advisors, LLC | 14,604 | $5.22M | 1.48% | +21+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 14,579 | $5.21M | 5.06% | +1,481+11.3% | Added |
| Iron Financial, LLC | 14,575 | $5.21M | 2.86% | −600−4.0% | Reduced |
| Moloney Securities Asset Management, LLC | 14,531 | $5.19M | 1.26% | +426+3.0% | Added |
| Objective Capital Management, LLC | 14,517 | $5.18M | 5.53% | +484+3.4% | Added |
| MinichMacGregor Wealth Management, LLC | 14,492 | $5.18M | 2.07% | +2,921+25.2% | Added |
| Waypoint Capital Advisors, LLC | 14,409 | $5.14M | 2.24% | −300−2.0% | Reduced |
| McAlister, Sweet & Associates, Inc. | 14,360 | $5.13M | 5.48% | +4,465+45.1% | Added |
| Van Hulzen Asset Management, LLC | 14,350 | $5.13M | 0.63% | +411+2.9% | Added |
| Patten Group, Inc. | 14,051 | $5.10M | 1.75% | −32−0.2% | Reduced |
| Auxano Advisors, LLC | 14,262 | $5.09M | 2.34% | +10+0.1% | Added |
| TL Private Wealth | 14,147 | $5.09M | 3.16% | −58−0.4% | Reduced |