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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Selway Asset Management | 5,729 | $2.05M | 1.19% | +572+11.1% | Added |
| DDD Partners, LLC | 5,708 | $2.04M | 0.37% | +2,712+90.5% | Added |
| Financial Synergies Wealth Advisors, Inc. | 5,707 | $2.04M | 0.35% | −804−12.3% | Reduced |
| SOA Wealth Advisors, LLC. | 5,644 | $2.02M | 0.61% | −13−0.2% | Reduced |
| Fiduciary Group LLC | 5,104 | $2.02M | 0.26% | +137+2.8% | Added |
| USAdvisors Wealth Management, LLC | 5,617 | $2.01M | 1.03% | +455+8.8% | Added |
| LaFleur & Godfrey LLC | 5,612 | $2.00M | 0.36% | +97+1.8% | Added |
| Middleton & Co Inc | 5,604 | $2.00M | 0.30% | −964−14.7% | Reduced |
| Sittner & Nelson, LLC | 5,600 | $2.00M | 1.34% | +130+2.4% | Added |
| Asset Allocation & Management Company, LLC | 5,594 | $2.00M | 0.87% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 5,588 | $2.00M | 0.67% | −449−7.4% | Reduced |
| WNY Asset Management, LLC | 5,568 | $1.99M | 0.72% | 00.0% | Unchanged |
| DFPG Investments, LLC | 5,308 | $1.99M | 0.84% | +60+1.1% | Added |
| Dearborn Partners LLC | 5,545 | $1.98M | 0.09% | +1,849+50.0% | Added |
| D L Carlson Investment Group Inc | 5,547 | $1.98M | 0.43% | +3,089+125.7% | Added |
| NFP Retirement, Inc. | 5,546 | $1.98M | 0.49% | +2,859+106.4% | Added |
| Audent Global Asset Management, LLC | 5,544 | $1.98M | 2.70% | −26,137−82.5% | Reduced |
| Sequent Asset Management, LLC | 5,535 | $1.98M | 1.48% | −13−0.2% | Reduced |
| Levin Capital Strategies, L.P. | 5,506 | $1.97M | 0.27% | +6+0.1% | Added |
| Sage Advisory Services, Ltd.Co. | 5,505 | $1.97M | 0.61% | 00.0% | Unchanged |
| Truadvice, LLC | 5,108 | $1.96M | 1.10% | +201+4.1% | Added |
| Granite Point Capital Management, L.P. | 5,500 | $1.96M | 2.06% | +5,500 | New |
| My Personal CFO, LLC | 5,486 | $1.96M | 3.01% | −3,036−35.6% | Reduced |
| L.M. Kohn & Company | 5,476 | $1.96M | 0.96% | +866+18.8% | Added |
| CCG Wealth Management, LLC | 5,473 | $1.96M | 1.20% | −9−0.2% | Reduced |
| Baker Ellis Asset Management LLC | 5,471 | $1.95M | 0.43% | −169−3.0% | Reduced |
| Cahill Financial Advisors Inc | 5,471 | $1.95M | 0.41% | +3,799+227.2% | Added |
| Catalyst Private Wealth, LLC | 5,461 | $1.95M | 1.47% | −3,104−36.2% | Reduced |
| Gateway Advisory, LLC | 5,452 | $1.95M | 0.48% | +5,452 | New |
| High Net Worth Advisory Group LLC | 5,447 | $1.95M | 0.83% | +10.0% | Added |
| Smith Chas P & Associates Pa Cpas | 5,445 | $1.95M | 0.17% | +895+19.7% | Added |
| Northern Oak Wealth Management Inc | 5,441 | $1.94M | 0.29% | −13−0.2% | Reduced |
| Congress Asset Management Co | 5,432 | $1.94M | 0.02% | −3,891−41.7% | Reduced |
| Legacy Financial Strategies, LLC | 5,429 | $1.94M | 0.90% | −151−2.7% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 5,427 | $1.94M | 0.57% | −49−0.9% | Reduced |
| Towerpoint Wealth, LLC | 5,410 | $1.93M | 1.16% | +19+0.4% | Added |
| Price T Rowe Associates Inc | 5,408 | $1.93M | 0.00% | +868+19.1% | Added |
| Selective Wealth Management, Inc. | 5,364 | $1.92M | 0.82% | −320−5.6% | Reduced |
| Horizon Investments, LLC | 5,349 | $1.91M | 0.06% | +715+15.4% | Added |
| AlphaCore Capital LLC | 5,331 | $1.90M | 0.87% | −41−0.8% | Reduced |
| Advanced Asset Management Advisors Inc | 5,320 | $1.90M | 0.52% | −59−1.1% | Reduced |
| TNF LLC | 5,274 | $1.90M | 0.97% | −11−0.2% | Reduced |
| LMCG Investments, LLC | 5,314 | $1.90M | 0.14% | −15−0.3% | Reduced |
| Asset Management Group, Inc. | 5,273 | $1.88M | 0.47% | +19+0.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,274 | $1.88M | 0.19% | +3,414+183.5% | Added |
| Visionary Wealth Advisors | 5,273 | $1.88M | 0.20% | −304−5.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 5,253 | $1.88M | 2.05% | −125−2.3% | Reduced |
| Alley Investment Management Company, LLC | 5,245 | $1.87M | 0.37% | +550+11.7% | Added |
| Eldridge Investment Advisors, Inc. | 5,235 | $1.87M | 0.72% | −35−0.7% | Reduced |
| Toth Financial Advisory Corp | 5,232 | $1.87M | 0.34% | −955−15.4% | Reduced |
| Disciplined Investments, LLC | 5,217 | $1.86M | 0.86% | −225−4.1% | Reduced |
| Sky Investment Group LLC | 5,214 | $1.86M | 0.48% | +52+1.0% | Added |
| Parsons Capital Management Inc | 5,214 | $1.86M | 0.17% | +1,308+33.5% | Added |
| GW&K Investment Management, LLC | 5,186 | $1.85M | 0.02% | −4,013−43.6% | Reduced |
| Duncker Streett & Co Inc | 5,184 | $1.85M | 0.48% | −60−1.1% | Reduced |
| NVWM, LLC | 5,185 | $1.85M | 0.73% | +1,008+24.1% | Added |
| Compass Capital Management, Inc | 5,184 | $1.85M | 0.16% | +3,971+327.4% | Added |
| InTrack Investment Management Inc | 5,180 | $1.85M | 2.04% | +487+10.4% | Added |
| Martel Wealth Advisors Inc | 5,150 | $1.84M | 0.53% | +56+1.1% | Added |
| Essex Savings Bank | 5,145 | $1.84M | 0.73% | +157+3.1% | Added |
| Bluestein R H & Co | 5,143 | $1.84M | 0.11% | +58+1.1% | Added |
| Silverleafe Capital Partners, LLC | 5,136 | $1.83M | 1.17% | −445−8.0% | Reduced |
| Marks Group Wealth Management, Inc | 5,138 | $1.83M | 0.28% | +51+1.0% | Added |
| Desjardins Global Asset Management Inc. | 5,128 | $1.83M | 0.23% | +531+11.6% | Added |
| Wick Capital Partners, LLC | 5,116 | $1.83M | 1.18% | +169+3.4% | Added |
| Rice Partnership, LLC | 5,115 | $1.83M | 0.59% | +487+10.5% | Added |
| Marcum Wealth, LLC | 5,113 | $1.83M | 0.28% | −109−2.1% | Reduced |
| Financial Advisors Network, Inc. | 5,105 | $1.82M | 0.54% | −66−1.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,080 | $1.82M | 0.16% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 5,099 | $1.82M | 1.31% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 5,096 | $1.82M | 0.41% | +8+0.2% | Added |
| Southern Wealth Management, LLP | 4,713 | $1.82M | 0.73% | −262−5.3% | Reduced |
| Financial Network Wealth Management LLC | 5,082 | $1.81M | 1.13% | +4,000+369.7% | Added |
| WESCAP Management Group, Inc. | 5,081 | $1.81M | 0.69% | −718−12.4% | Reduced |
| Marshall & Sullivan Inc | 5,073 | $1.81M | 1.25% | −44−0.9% | Reduced |
| Noesis Capital Mangement Corp | 5,071 | $1.81M | 0.55% | −19−0.4% | Reduced |
| Home Federal Bank of Tennessee | 5,069 | $1.81M | 0.76% | 00.0% | Unchanged |
| Mathes Company, Inc. | 5,063 | $1.81M | 1.01% | −100−1.9% | Reduced |
| Summit Place Financial Advisors, LLC | 5,059 | $1.81M | 1.68% | 00.0% | Unchanged |
| Epiq Partners, LLC | 5,039 | $1.80M | 1.11% | −100−1.9% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 5,034 | $1.80M | 2.26% | −18−0.4% | Reduced |
| Monolith Advisors | 5,032 | $1.80M | 2.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 5,028 | $1.80M | 0.30% | +29+0.6% | Added |
| WCG Wealth Advisors LLC | 4,985 | $1.79M | 0.24% | +128+2.6% | Added |
| Baldwin Brothers Inc | 5,011 | $1.79M | 0.25% | −165−3.2% | Reduced |
| Wealth Advisors, Inc. | 5,010 | $1.79M | 0.91% | +91+1.8% | Added |
| Pavion Blue Capital, LLC | 5,002 | $1.79M | 1.28% | +86+1.7% | Added |
| Infini Capital Management Ltd | 5,000 | $1.79M | 2.65% | +5,000 | New |
| Oxinas Partners Wealth Management LLC | 4,998 | $1.78M | 1.47% | +89+1.8% | Added |
| Crossmark Global Holdings, Inc. | 4,966 | $1.77M | 0.05% | +3,364+210.0% | Added |
| ML & R Wealth Management LLC | 4,963 | $1.77M | 0.60% | +57+1.2% | Added |
| First Trust Advisors LP | 4,963 | $1.77M | 0.00% | +4,963 | New |
| Sunesis Advisors, LLC | 4,948 | $1.77M | 1.22% | −128−2.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,948 | $1.77M | 0.40% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,946 | $1.77M | 0.27% | +79+1.6% | Added |
| Cooper/Haims Advisors, LLC | 4,938 | $1.76M | 1.46% | +9+0.2% | Added |
| Summit Financial Strategies, Inc. | 4,926 | $1.76M | 0.42% | −174−3.4% | Reduced |
| Joseph P. Lucia & Associates, LLC | 4,928 | $1.76M | 1.38% | −85−1.7% | Reduced |
| BHK Investment Advisors, LLC | 4,928 | $1.76M | 0.88% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 4,922 | $1.76M | 0.93% | −302−5.8% | Reduced |