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 |
|---|---|---|---|---|---|
| HCR Wealth Advisors | 4,901 | $1.76M | 0.37% | −45−0.9% | Reduced |
| Capital City Trust Co | 4,907 | $1.75M | 0.61% | −145−2.9% | Reduced |
| Trillium Asset Management, LLC | 4,902 | $1.75M | 0.06% | −24−0.5% | Reduced |
| Interchange Capital Partners, LLC | 4,902 | $1.75M | 1.92% | +3,232+193.5% | Added |
| Toroso Investments, LLC | 4,892 | $1.75M | 0.07% | −790−13.9% | Reduced |
| Alta Capital Management LLC | 4,884 | $1.74M | 0.14% | −1,085−18.2% | Reduced |
| Picton Mahoney Asset Management | 4,880 | $1.74M | 0.08% | −1,220−20.0% | Reduced |
| Boenning & Scattergood, Inc. | 4,879 | $1.74M | 0.36% | −796−14.0% | Reduced |
| Ironwood Wealth Management, LLC. | 4,617 | $1.74M | 0.78% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 4,874 | $1.74M | 2.49% | −414−7.8% | Reduced |
| Triton Wealth Management, PLLC | 4,620 | $1.74M | 1.03% | −129−2.7% | Reduced |
| BCR Wealth Strategies, LLC | 4,853 | $1.73M | 1.78% | 00.0% | Unchanged |
| Hardy Reed LLC | 4,841 | $1.73M | 0.38% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4,511 | $1.73M | 1.16% | +4,511 | New |
| FDx Advisors, Inc. | 4,828 | $1.72M | 0.08% | +2,024+72.2% | Added |
| EPIQ Capital Group, LLC | 4,793 | $1.72M | 0.91% | +113+2.4% | Added |
| LWS Wealth Advisors, Inc. | 4,811 | $1.72M | 0.66% | −1,359−22.0% | Reduced |
| Beacon Wealthcare LLC | 4,810 | $1.72M | 1.01% | +3,373+234.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 4,801 | $1.72M | 0.66% | +1,147+31.4% | Added |
| Wealthquest Corp | 4,801 | $1.71M | 0.24% | −275−5.4% | Reduced |
| White Lighthouse Investment Management Inc. | 4,790 | $1.71M | 0.50% | +275+6.1% | Added |
| Lee Danner & Bass Inc | 4,785 | $1.71M | 0.18% | +1,113+30.3% | Added |
| Silicon Hills Wealth Management, LLC | 4,761 | $1.70M | 1.35% | −1,221−20.4% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 4,761 | $1.70M | 0.12% | −9−0.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,762 | $1.70M | 0.62% | +153+3.3% | Added |
| Legacy Private Trust Co. | 4,735 | $1.69M | 0.16% | +141+3.1% | Added |
| Horizon Investment Services, LLC | 4,725 | $1.69M | 1.22% | +254+5.7% | Added |
| James Investment Research Inc | 4,682 | $1.67M | 0.24% | +5+0.1% | Added |
| Horizon Wealth Management, LLC | 4,681 | $1.67M | 1.23% | +362+8.4% | Added |
| Newfound Research LLC | 4,672 | $1.67M | 4.09% | −4,441−48.7% | Reduced |
| Bull Street Advisors, LLC | 4,672 | $1.67M | 0.94% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 4,655 | $1.66M | 0.58% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 4,657 | $1.66M | 0.71% | +3+0.1% | Added |
| Eagle Global Advisors LLC | 4,655 | $1.66M | 0.12% | +155+3.4% | Added |
| Credential Qtrade Securities Inc. | 4,650 | $1.66M | 0.13% | +198+4.4% | Added |
| Greenwood Capital Associates LLC | 4,645 | $1.66M | 0.28% | +3,958+576.1% | Added |
| Cutter & CO Brokerage, Inc. | 4,640 | $1.66M | 0.62% | +275+6.3% | Added |
| Hamilton Capital, LLC | 4,624 | $1.65M | 0.11% | −121−2.6% | Reduced |
| McBroom & Associates, LLC | 4,621 | $1.65M | 1.86% | −296−6.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,610 | $1.65M | 1.28% | +2,453+113.7% | Added |
| Parkside Financial Bank & Trust | 4,589 | $1.64M | 0.52% | +6+0.1% | Added |
| Alpine Global Management, LLC | 4,587 | $1.64M | 0.38% | +4,587 | New |
| Evensky & Katz LLC | 4,572 | $1.63M | 0.19% | +9+0.2% | Added |
| Weaver Consulting Group | 4,568 | $1.63M | 0.94% | +10.0% | Added |
| Wagner Wealth Management, LLC | 4,560 | $1.63M | 1.21% | −193−4.1% | Reduced |
| Palouse Capital Management, Inc. | 4,560 | $1.63M | 0.93% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 4,549 | $1.63M | 1.08% | −958−17.4% | Reduced |
| Polaris Wealth Advisory Group, LLC | 4,511 | $1.62M | 0.14% | −17,622−79.6% | Reduced |
| KFA Private Wealth Group, LLC | 4,543 | $1.62M | 0.86% | +57+1.3% | Added |
| Morningstar Investment Services LLC | 4,272 | $1.62M | 0.02% | +2,830+196.3% | Added |
| Valley National Advisers Inc | 4,371 | $1.62M | 0.34% | −29−0.7% | Reduced |
| Country Trust Bank | 4,531 | $1.62M | 0.05% | 00.0% | Unchanged |
| Motley Fool Wealth Management, LLC | 4,520 | $1.61M | 0.11% | +50+1.1% | Added |
| Ironwood Financial, llc | 4,519 | $1.61M | 0.54% | +182+4.2% | Added |
| MBA Advisors LLC | 4,513 | $1.61M | 1.17% | −28−0.6% | Reduced |
| Stillwater Investment Management, LLC | 4,508 | $1.61M | 0.50% | +3+0.1% | Added |
| Nuveen Asset Management, LLC | 4,500 | $1.61M | 0.00% | −5,678−55.8% | Reduced |
| Yost Capital Management, LP | 4,500 | $1.61M | 1.74% | +4,500 | New |
| Corvex Management LP | 4,500 | $1.61M | 0.10% | +4,500 | New |
| Verity Asset Management, Inc. | 4,485 | $1.60M | 1.65% | +4,485 | New |
| Grandfield & Dodd, LLC | 4,480 | $1.60M | 0.13% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 4,469 | $1.60M | 0.68% | −350−7.3% | Reduced |
| Sharkey, Howes & Javer | 4,465 | $1.59M | 0.35% | +6+0.1% | Added |
| Warner Financial, Inc | 4,465 | $1.59M | 1.28% | +15+0.3% | Added |
| Synergy Financial Management, LLC | 4,462 | $1.59M | 0.43% | +1,341+43.0% | Added |
| Arlington Partners LLC | 4,456 | $1.59M | 0.64% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 4,453 | $1.59M | 0.40% | −147−3.2% | Reduced |
| Koss-Olinger Consulting, LLC | 4,449 | $1.59M | 0.27% | −100−2.2% | Reduced |
| JSF Financial, LLC | 4,445 | $1.59M | 0.60% | −1,595−26.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,446 | $1.59M | 0.21% | +393+9.7% | Added |
| Claret Asset Management Corp | 4,435 | $1.58M | 0.38% | −735−14.2% | Reduced |
| Cornerstone Advisory, LLC | 4,426 | $1.58M | 0.35% | +84+1.9% | Added |
| Spotlight Asset Group, Inc. | 4,218 | $1.58M | 1.57% | +4,218 | New |
| Mitchell Sinkler & Starr | 4,415 | $1.58M | 0.61% | +35+0.8% | Added |
| Roberts Wealth Advisors, LLC | 4,220 | $1.57M | 0.77% | −15−0.4% | Reduced |
| Cowa, LLC | 4,394 | $1.57M | 1.04% | −2,176−33.1% | Reduced |
| Cahill Wealth Management, LLC | 4,403 | $1.57M | 1.40% | +4,403 | New |
| Morton Capital Management LLC | 4,370 | $1.56M | 0.71% | −360−7.6% | Reduced |
| Petrus Trust Company, LTA | 4,361 | $1.56M | 0.22% | 00.0% | Unchanged |
| Bowling Portfolio Management LLC | 4,358 | $1.56M | 0.43% | −90−2.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,352 | $1.55M | 1.60% | +305+7.5% | Added |
| Sonora Investment Management Group, LLC | 4,112 | $1.55M | 0.20% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 4,336 | $1.55M | 2.38% | +136+3.2% | Added |
| Tufton Capital Management | 4,320 | $1.54M | 0.37% | −10−0.2% | Reduced |
| Searle & Co. | 4,300 | $1.54M | 0.59% | +250+6.2% | Added |
| City State Bank | 4,288 | $1.53M | 1.07% | +234+5.8% | Added |
| ACG Wealth | 4,286 | $1.53M | 0.35% | −54−1.2% | Reduced |
| Capital Directions Investment Advisors, LLC | 0 | $1.53M | 0.59% | −4,283−100.0% | Reduced |
| Erickson Financial Group, LLC | 4,271 | $1.53M | 1.70% | +4,271 | New |
| Aveo Capital Partners, LLC | 4,268 | $1.52M | 0.26% | +460+12.1% | Added |
| Bangor Savings Bank | 4,263 | $1.52M | 0.18% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 4,242 | $1.51M | 1.36% | +1,249+41.7% | Added |
| Girard Partners Ltd. | 4,238 | $1.51M | 0.20% | −265−5.9% | Reduced |
| Agate Pass Investment Management, LLC | 4,230 | $1.51M | 1.15% | 00.0% | Unchanged |
| Ballast Advisors LLC | 4,218 | $1.51M | 0.70% | −1,027−19.6% | Reduced |
| Radnor Financial Advisors, LLC | 4,215 | $1.51M | 0.53% | +186+4.6% | Added |
| Lifeworks Advisors, LLC | 3,893 | $1.50M | 0.86% | −109,581−96.6% | Reduced |
| Roffman Miller Associates Inc | 4,210 | $1.50M | 0.14% | +48+1.2% | Added |
| Vectors Research Management, LLC | 4,200 | $1.50M | 0.42% | −10.0% | Reduced |
| HNP Capital LLC | 4,200 | $1.50M | 0.43% | −10.0% | Reduced |