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 |
|---|---|---|---|---|---|
| Woodstock Corp | 8,060 | $2.88M | 0.43% | −300−3.6% | Reduced |
| Roof Eidam & Maycock | 8,023 | $2.87M | 1.07% | +6,895+611.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 8,021 | $2.87M | 0.33% | −63−0.8% | Reduced |
| Montis Financial, LLC | 8,020 | $2.86M | 2.76% | +142+1.8% | Added |
| Capital World Investors | 7,882 | $2.86M | 0.00% | −67−0.8% | Reduced |
| Great Diamond Partners, LLC | 7,997 | $2.86M | 0.98% | −61−0.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 7,996 | $2.86M | 2.33% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 7,975 | $2.85M | 0.33% | −1,706−17.6% | Reduced |
| Long Run Wealth Advisors, LLC | 7,970 | $2.85M | 1.13% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 7,934 | $2.84M | 0.31% | −1,561−16.4% | Reduced |
| Guyasuta Investment Advisors Inc | 7,935 | $2.83M | 0.24% | +713+9.9% | Added |
| First United Bank Trust | 7,933 | $2.83M | 1.42% | +65+0.8% | Added |
| Asset Dedication, LLC | 7,909 | $2.83M | 0.31% | +212+2.8% | Added |
| Everett Harris & Co | 7,910 | $2.83M | 0.05% | −359−4.3% | Reduced |
| Twin Lakes Capital Management, LLC | 7,887 | $2.82M | 2.27% | +23+0.3% | Added |
| SL Advisors, LLC | 7,885 | $2.82M | 6.99% | −69−0.9% | Reduced |
| Madison Wealth Partners, Inc | 7,882 | $2.81M | 1.84% | +31+0.4% | Added |
| Orin Green Financial, LLC | 7,872 | $2.81M | 1.83% | −376−4.6% | Reduced |
| Cohen Capital Management, Inc. | 7,871 | $2.81M | 0.62% | +16+0.2% | Added |
| Berger Financial Group, Inc | 7,841 | $2.80M | 0.41% | −181−2.3% | Reduced |
| Chesapeake Wealth Management | 7,829 | $2.80M | 1.28% | −284−3.5% | Reduced |
| Edge Wealth Management LLC | 7,680 | $2.78M | 0.61% | +579+8.2% | Added |
| Jmac Enterprises LLC | 7,764 | $2.77M | 0.78% | 00.0% | Unchanged |
| Moneda S.A. Administradora General de Fondos | 7,764 | $2.77M | 2.24% | +1,406+22.1% | Added |
| Acorn Financial Advisory Services Inc | 7,751 | $2.77M | 0.66% | +3,104+66.8% | Added |
| Samalin Investment Counsel, LLC | 7,749 | $2.77M | 2.03% | +793+11.4% | Added |
| Ciovacco Capital Management LLC | 7,750 | $2.77M | 13.48% | +5,563+254.4% | Added |
| Valmark Advisers, Inc. | 7,740 | $2.76M | 0.06% | +319+4.3% | Added |
| Creative Financial Designs Inc | 7,727 | $2.76M | 0.45% | +258+3.5% | Added |
| Loudon Investment Management, LLC | 7,705 | $2.75M | 2.19% | +67+0.9% | Added |
| Hallmark Capital Management Inc | 7,692 | $2.75M | 0.27% | −448−5.5% | Reduced |
| Fortis Capital Management LLC | 7,676 | $2.74M | 2.35% | +7,676 | New |
| First Heartland Consultants, Inc. | 7,671 | $2.74M | 0.45% | +19+0.2% | Added |
| Raffa Wealth Management, LLC | 7,663 | $2.74M | 1.21% | −44−0.6% | Reduced |
| Permanens Capital L.P. | 7,644 | $2.73M | 0.62% | −1,177−13.3% | Reduced |
| Weinberger Asset Management, Inc | 7,629 | $2.73M | 1.89% | +4+0.1% | Added |
| DB Wealth Management Group, LLC | 7,600 | $2.71M | 1.94% | +767+11.2% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 7,580 | $2.71M | 2.47% | +26+0.3% | Added |
| Nixon Peabody Trust Co | 7,512 | $2.68M | 2.28% | −100−1.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,512 | $2.68M | 0.50% | −2,443−24.5% | Reduced |
| Baldwin Investment Management, LLC | 7,510 | $2.68M | 1.03% | 00.0% | Unchanged |
| JBF Capital, Inc. | 7,500 | $2.68M | 0.68% | +7,500 | New |
| Pictet Bank & Trust Ltd | 7,468 | $2.67M | 3.42% | −35,415−82.6% | Reduced |
| Pasadena Private Wealth, LLC | 7,441 | $2.66M | 0.94% | +40+0.5% | Added |
| Chicago Capital, LLC | 7,440 | $2.66M | 0.15% | +1,757+30.9% | Added |
| Bickling Financial Services, Inc. | 7,430 | $2.65M | 1.79% | −238−3.1% | Reduced |
| AtlasMark Financial, Inc | 7,430 | $2.65M | 3.97% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 7,402 | $2.64M | 0.21% | −156−2.1% | Reduced |
| Signature Securities Group Corporation | 7,339 | $2.63M | 0.99% | −153−2.0% | Reduced |
| Peak Planning Group, LLC | 7,354 | $2.63M | 2.43% | +283+4.0% | Added |
| Waterfront Wealth Inc. | 6,802 | $2.61M | 0.99% | +87+1.3% | Added |
| Aperture Investors, LLC | 7,289 | $2.60M | 0.43% | +3,450+89.9% | Added |
| Kalos Management, Inc. | 6,916 | $2.60M | 6.42% | −1,531−18.1% | Reduced |
| Covenant Asset Management, LLC | 7,283 | $2.60M | 1.05% | +146+2.0% | Added |
| Keystone Wealth Services, LLC | 7,269 | $2.60M | 1.23% | −265−3.5% | Reduced |
| M.D. Sass Investors Services, Inc. | 7,262 | $2.59M | 0.48% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 7,250 | $2.59M | 0.85% | −4,859−40.1% | Reduced |
| Western Asset Management Company, LLC | 7,236 | $2.58M | 1.16% | 00.0% | Unchanged |
| Regis Management CO LLC | 7,228 | $2.58M | 0.63% | 00.0% | Unchanged |
| Prosperity Planning, Inc. | 7,209 | $2.58M | 1.34% | −274−3.7% | Reduced |
| Plancorp, LLC | 7,177 | $2.56M | 0.17% | −52−0.7% | Reduced |
| Independent Advisor Alliance | 7,153 | $2.56M | 0.15% | +4,604+180.6% | Added |
| Estate Counselors, LLC | 7,153 | $2.55M | 0.40% | −7,875−52.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 7,147 | $2.55M | 0.33% | −2,575−26.5% | Reduced |
| Boston Research & Management Inc | 7,148 | $2.55M | 0.87% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 7,120 | $2.54M | 0.91% | +72+1.0% | Added |
| Pacitti Group Inc. | 7,120 | $2.54M | 2.08% | +103+1.5% | Added |
| Total Clarity Wealth Management, Inc. | 7,110 | $2.54M | 1.59% | +245+3.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 7,089 | $2.53M | 0.21% | +1,496+26.7% | Added |
| Boston Trust Walden Corp | 7,066 | $2.52M | 0.03% | −50−0.7% | Reduced |
| Clarkston Capital Partners, LLC | 7,039 | $2.51M | 0.05% | +3,663+108.5% | Added |
| Certified Advisory Corp | 7,013 | $2.50M | 0.57% | +641+10.1% | Added |
| BNC Wealth Management, LLC | 6,989 | $2.50M | 1.51% | +1,411+25.3% | Added |
| Delta Investment Management, LLC | 6,983 | $2.49M | 1.08% | +1,672+31.5% | Added |
| Pinnacle Family Advisors, LLC | 6,982 | $2.49M | 2.16% | +4,682+203.6% | Added |
| UBP Investment Advisors SA | 6,970 | $2.49M | 1.28% | +120+1.8% | Added |
| Asset Management Corp | 6,966 | $2.49M | 1.99% | +1,802+34.9% | Added |
| Cubic Asset Management, LLC | 6,953 | $2.48M | 0.74% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 6,953 | $2.48M | 2.73% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 6,926 | $2.47M | 0.95% | −150−2.1% | Reduced |
| Rede Wealth, LLC | 6,908 | $2.47M | 1.47% | −1,463−17.5% | Reduced |
| Heritage Investment Group, Inc. | 6,908 | $2.47M | 1.52% | +20.0% | Added |
| Phillips Financial Management, LLC | 6,905 | $2.47M | 0.27% | +6,905 | New |
| High Falls Advisors, Inc | 6,894 | $2.46M | 0.81% | −193−2.7% | Reduced |
| TCI Wealth Advisors, Inc. | 6,888 | $2.46M | 0.40% | −4−0.1% | Reduced |
| Fragasso Group Inc. | 6,879 | $2.46M | 0.35% | −50−0.7% | Reduced |
| Arcus Capital Partners, LLC | 6,867 | $2.45M | 1.03% | −9,808−58.8% | Reduced |
| Tyler-Stone Wealth Management | 6,860 | $2.45M | 1.87% | +930+15.7% | Added |
| Madison Wealth Management | 6,855 | $2.45M | 0.61% | −40−0.6% | Reduced |
| Lockerman Financial Group, Inc. | 6,849 | $2.45M | 7.04% | +158+2.4% | Added |
| Financial Architects, Inc | 6,841 | $2.44M | 0.43% | +6,841 | New |
| SC&H Financial Advisors, Inc. | 6,839 | $2.44M | 1.22% | −158−2.3% | Reduced |
| Texas Capital Bancshares Inc | 6,841 | $2.44M | 1.98% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 6,817 | $2.44M | 0.83% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 6,792 | $2.43M | 0.75% | +5,501+426.1% | Added |
| ProVise Management Group, LLC | 6,759 | $2.41M | 0.27% | −280−4.0% | Reduced |
| Rappaport Reiches Capital Management, LLC | 6,757 | $2.41M | 1.23% | −25−0.4% | Reduced |
| BCM Advisors, LLC | 6,198 | $2.41M | 0.71% | −8−0.1% | Reduced |
| WealthPlan Investment Management, LLC | 6,133 | $2.41M | 0.18% | +6,133 | New |
| First PREMIER Bank | 6,741 | $2.41M | 0.79% | +230+3.5% | Added |