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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 11,678 | $4.17M | 1.11% | +3,349+40.2% | Added |
| K.J. Harrison & Partners Inc | 11,654 | $4.16M | 1.47% | −19,972−63.2% | Reduced |
| Defined Wealth Management, LLC | 11,629 | $4.15M | 4.53% | +115+1.0% | Added |
| First City Capital Management, Inc. | 11,629 | $4.15M | 2.74% | +961+9.0% | Added |
| Summit Wealth & Retirement Planning, Inc. | 11,630 | $4.15M | 1.65% | +4,338+59.5% | Added |
| Port Capital LLC | 11,603 | $4.14M | 0.34% | +22+0.2% | Added |
| Red Cedar Investment Management, LLC | 11,569 | $4.13M | 0.71% | +7,813+208.0% | Added |
| Accurate Wealth Management, LLC | 8,742 | $4.12M | 1.72% | +3,248+59.1% | Added |
| Pinnacle Bancorp, Inc. | 11,540 | $4.12M | 1.78% | +29+0.3% | Added |
| ARGI Investment Services, LLC | 11,516 | $4.11M | 0.14% | +1,140+11.0% | Added |
| Peddock Capital Advisors, LLC | 11,505 | $4.11M | 1.69% | −228−1.9% | Reduced |
| Guardian Capital Advisors LP | 11,525 | $4.11M | 0.51% | +75+0.7% | Added |
| Bensler, LLC | 11,437 | $4.09M | 0.97% | +289+2.6% | Added |
| Regent Peak Wealth Advisors LLC | 11,416 | $4.08M | 1.43% | 00.0% | Unchanged |
| Svenska Handelsbanken AB (publ) | 11,394 | $4.07M | 76.30% | −29−0.3% | Reduced |
| Veracity Capital LLC | 11,389 | $4.07M | 2.22% | −1,235−9.8% | Reduced |
| Voya Investment Management LLC | 11,379 | $4.06M | 0.00% | −161,559−93.4% | Reduced |
| Modera Wealth Management, LLC | 11,368 | $4.06M | 0.21% | −467−3.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 11,364 | $4.06M | 0.68% | +10.0% | Added |
| Investment Management of Virginia LLC | 11,358 | $4.06M | 0.88% | +9,782+620.7% | Added |
| S.A. Mason LLC | 11,329 | $4.05M | 3.20% | −17−0.1% | Reduced |
| StoneX Group Inc. | 11,272 | $4.04M | 0.55% | +996+9.7% | Added |
| Oder Investment Management, LLC | 11,282 | $4.03M | 4.73% | +77+0.7% | Added |
| CMG Global Holdings, LLC | 11,281 | $4.03M | 4.34% | +104+0.9% | Added |
| Perennial Investment Advisors, LLC | 11,266 | $4.02M | 1.83% | −2,137−15.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 11,206 | $4.00M | 0.37% | +1,653+17.3% | Added |
| Clare Market Investments LLC | 11,200 | $4.00M | 1.73% | −328−2.8% | Reduced |
| Ronald Blue Trust, Inc. | 10,605 | $4.00M | 0.07% | +3,049+40.4% | Added |
| Seelaus Asset Management LLC | 11,195 | $4.00M | 3.18% | −262−2.3% | Reduced |
| Ausdal Financial Partners, Inc. | 11,191 | $4.00M | 0.63% | −2,992−21.1% | Reduced |
| Level Four Advisory Services, LLC | 11,183 | $3.99M | 0.39% | −1,507−11.9% | Reduced |
| United Bank | 11,180 | $3.99M | 0.61% | −200−1.8% | Reduced |
| Vienna Asset Management LLC | 12,314 | $3.98M | 11.07% | −844−6.4% | Reduced |
| BlueSky Wealth Advisors, LLC | 11,153 | $3.98M | 0.92% | −1,338−10.7% | Reduced |
| Proequities, Inc. | 11,108 | $3.98M | 0.38% | +109+1.0% | Added |
| Well Done, LLC | 11,120 | $3.97M | 0.97% | −2,883−20.6% | Reduced |
| Vista Capital Partners, Inc. | 11,017 | $3.94M | 0.67% | +6+0.1% | Added |
| Autumn Glory Partners, LLC | 11,017 | $3.94M | 2.65% | +103+0.9% | Added |
| CRA Financial Services, LLC | 10,998 | $3.93M | 1.41% | +793+7.8% | Added |
| Rockland Trust Co | 10,981 | $3.92M | 0.28% | −101−0.9% | Reduced |
| Lakeview Capital Partners, LLC | 10,982 | $3.92M | 1.54% | +2,864+35.3% | Added |
| Sitrin Capital Management LLC | 10,950 | $3.91M | 2.57% | +323+3.0% | Added |
| Wipfli Financial Advisors LLC, | 10,910 | $3.91M | 0.27% | +4,451+68.9% | Added |
| Karlinski Andrew C | 10,916 | $3.90M | 5.91% | +9,651+762.9% | Added |
| Halpern Financial, Inc. | 10,900 | $3.89M | 1.54% | −40.0% | Reduced |
| Rollins Financial | 10,863 | $3.88M | 1.45% | +4,728+77.1% | Added |
| Chatham Capital Group, Inc. | 10,760 | $3.84M | 0.94% | −156−1.4% | Reduced |
| Front Barnett Associates LLC | 10,762 | $3.84M | 0.51% | +20+0.2% | Added |
| Miracle Mile Advisors, LLC | 10,751 | $3.84M | 0.18% | +993+10.2% | Added |
| Bragg Financial Advisors, Inc | 10,741 | $3.84M | 0.26% | −310−2.8% | Reduced |
| Founders Capital Management | 10,705 | $3.82M | 3.12% | +626+6.2% | Added |
| Rehmann Capital Advisory Group | 10,696 | $3.82M | 0.42% | +306+2.9% | Added |
| White Pine Capital LLC | 10,658 | $3.81M | 1.58% | +95+0.9% | Added |
| Leverty Financial Group, LLC | 10,644 | $3.80M | 3.68% | −370−3.4% | Reduced |
| American National Bank | 10,624 | $3.79M | 0.91% | +1,874+21.4% | Added |
| Cypress Financial Planning LLC | 10,583 | $3.78M | 2.68% | +334+3.3% | Added |
| Beaird Harris Wealth Management, LLC | 10,579 | $3.78M | 0.83% | −495−4.5% | Reduced |
| Doyle Wealth Management | 10,578 | $3.78M | 0.32% | +244+2.4% | Added |
| Wimmer Associates 1, LLC | 9,769 | $3.77M | 2.50% | −50−0.5% | Reduced |
| Morris Financial Concepts, Inc. | 10,522 | $3.76M | 3.89% | −19−0.2% | Reduced |
| Ellevest, Inc. | 10,521 | $3.76M | 0.36% | +2,297+27.9% | Added |
| Cribstone Capital Management, LLC | 10,453 | $3.73M | 2.31% | −291−2.7% | Reduced |
| Roosevelt Investment Group LLC | 10,441 | $3.73M | 0.27% | −345−3.2% | Reduced |
| LCNB Corp | 10,429 | $3.73M | 2.02% | +63+0.6% | Added |
| Procyon Private Wealth Partners, LLC | 10,390 | $3.71M | 0.91% | −1,764−14.5% | Reduced |
| Royal Capital Wealth Management, LLC | 10,367 | $3.70M | 4.31% | +137+1.3% | Added |
| Truepoint, Inc. | 10,357 | $3.70M | 0.19% | 00.0% | Unchanged |
| Palladiem, LLC | 10,307 | $3.68M | 3.87% | +2,240+27.8% | Added |
| Annex Advisory Services, LLC | 10,292 | $3.68M | 0.25% | −1,513−12.8% | Reduced |
| Edgestream Partners, L.P. | 10,268 | $3.67M | 0.28% | −12,925−55.7% | Reduced |
| Blue Fin Capital, Inc. | 10,239 | $3.66M | 1.38% | −23−0.2% | Reduced |
| Fusion Family Wealth LLC | 8,514 | $3.65M | 0.55% | −1,644−16.2% | Reduced |
| WSFS Capital Management, LLC | 10,189 | $3.64M | 1.29% | −310−3.0% | Reduced |
| Vista Wealth Management Group, LLC | 9,606 | $3.64M | 0.46% | +600+6.7% | Added |
| ZWJ Investment Counsel Inc | 10,177 | $3.63M | 0.23% | −87−0.8% | Reduced |
| Stevard, LLC | 10,116 | $3.61M | 3.40% | +10,116 | New |
| Wallington Asset Management, LLC | 10,092 | $3.60M | 0.85% | −2,985−22.8% | Reduced |
| Ropes Wealth Advisors LLC | 10,091 | $3.60M | 0.76% | −70−0.7% | Reduced |
| Easterly Investment Partners LLC | 10,087 | $3.60M | 0.35% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 10,073 | $3.60M | 0.05% | −669−6.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 10,056 | $3.59M | 1.78% | −103−1.0% | Reduced |
| Braun Stacey Associates Inc | 10,038 | $3.58M | 0.22% | −356−3.4% | Reduced |
| Pitti Group Wealth Management, LLC | 10,037 | $3.58M | 4.95% | +44+0.4% | Added |
| Pitcairn Co | 10,007 | $3.57M | 0.40% | −6−0.1% | Reduced |
| CIBC World Markets Corp | 10,001 | $3.57M | 0.05% | +10,001 | New |
| Central Asset Investments & Management Holdings (HK) Ltd | 10,000 | $3.57M | 7.26% | +10,000 | New |
| Kearns & Associates LLC | 9,981 | $3.56M | 4.82% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 9,854 | $3.54M | 1.53% | +2,618+36.2% | Added |
| Legacy Wealth Management, Inc | 9,868 | $3.52M | 0.37% | +67+0.7% | Added |
| Ledyard National Bank | 9,846 | $3.52M | 0.46% | −350−3.4% | Reduced |
| Pacific Financial Group Inc | 9,813 | $3.50M | 3.14% | −994−9.2% | Reduced |
| Roundview Capital LLC | 9,791 | $3.50M | 0.44% | −241−2.4% | Reduced |
| Solidarilty Wealth, LLC | 9,199 | $3.50M | 2.03% | +7,180+355.6% | Added |
| Nikulski Financial, Inc. | 9,762 | $3.49M | 1.80% | −92−0.9% | Reduced |
| Burns J W & Co Inc | 9,763 | $3.49M | 0.68% | −10−0.1% | Reduced |
| Cozad Asset Management Inc | 9,763 | $3.49M | 0.57% | +446+4.8% | Added |
| Thoroughbred Financial Services, LLC | 9,717 | $3.47M | 0.66% | −177−1.8% | Reduced |
| Round Rock Advisors, LLC | 9,707 | $3.47M | 1.57% | −144−1.5% | Reduced |
| Castle Rock Wealth Management, LLC | 9,662 | $3.46M | 1.74% | +229+2.4% | Added |
| Ferguson Wellman Capital Management, Inc | 9,661 | $3.45M | 0.13% | −783−7.5% | Reduced |