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 |
|---|---|---|---|---|---|
| Highlander Partners, L.P. | 4,144 | $1.48M | 2.20% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 4,143 | $1.48M | 1.06% | +13+0.3% | Added |
| Providence First Trust Co | 4,137 | $1.48M | 0.90% | 00.0% | Unchanged |
| Geneva Partners, LLC | 4,135 | $1.48M | 1.69% | −439−9.6% | Reduced |
| Green Square Capital Advisors LLC | 4,134 | $1.48M | 0.26% | +78+1.9% | Added |
| Barr E S & Co | 4,132 | $1.48M | 0.13% | +207+5.3% | Added |
| Horan Capital Advisors, LLC. | 4,129 | $1.48M | 0.71% | +117+2.9% | Added |
| Brand Asset Management Group, Inc. | 4,125 | $1.47M | 0.82% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 4,122 | $1.47M | 0.98% | +1,282+45.1% | Added |
| First Capital Advisors Group, LLC. | 4,104 | $1.47M | 1.22% | −124−2.9% | Reduced |
| Oxbow Advisors, LLC | 4,102 | $1.47M | 0.23% | +54+1.3% | Added |
| Atlas Brown,Inc. | 4,080 | $1.46M | 0.74% | +859+26.7% | Added |
| Blueprint Investment Partners LLC | 4,071 | $1.45M | 0.40% | −50−1.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,065 | $1.45M | 0.14% | −120−2.9% | Reduced |
| Herbst Group, LLC | 4,066 | $1.45M | 1.19% | −14−0.3% | Reduced |
| Wunderlich Capital Managemnt | 4,061 | $1.45M | 0.93% | −3,421−45.7% | Reduced |
| Nottingham Advisors, Inc. | 4,059 | $1.45M | 0.21% | +12+0.3% | Added |
| Bellecapital International Ltd. | 4,053 | $1.45M | 0.44% | −2,200−35.2% | Reduced |
| Eagle Rock Investment Company, LLC | 4,053 | $1.45M | 0.38% | +359+9.7% | Added |
| Harvest Investment Services, LLC | 4,052 | $1.45M | 1.77% | −1,801−30.8% | Reduced |
| Octavia Wealth Advisors, LLC | 4,030 | $1.45M | 0.39% | −318−7.3% | Reduced |
| Goodman Financial Corp | 4,047 | $1.45M | 0.48% | −666−14.1% | Reduced |
| Insight Wealth Strategies, LLC | 3,826 | $1.44M | 0.27% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 4,037 | $1.44M | 0.33% | −44−1.1% | Reduced |
| Quantum Private Wealth, LLC | 4,036 | $1.44M | 0.90% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 4,021 | $1.44M | 1.15% | +336+9.1% | Added |
| Logan Capital Management Inc | 3,994 | $1.43M | 0.09% | +252+6.7% | Added |
| Tranquility Partners, LLC | 3,993 | $1.43M | 0.79% | +711+21.7% | Added |
| Parkside Investments, LLC | 3,987 | $1.42M | 0.31% | −542−12.0% | Reduced |
| Cahaba Wealth Management, Inc. | 3,988 | $1.42M | 0.20% | −197−4.7% | Reduced |
| Aull & Monroe Investment Management Corp | 3,983 | $1.42M | 0.78% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 3,975 | $1.42M | 0.02% | +527+15.3% | Added |
| Zevenbergen Capital Investments LLC | 3,966 | $1.42M | 0.04% | −3−0.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 3,965 | $1.42M | 0.10% | −1,634−29.2% | Reduced |
| SBK Financial, Inc. | 3,958 | $1.41M | 2.17% | −123−3.0% | Reduced |
| Wambolt & Associates, LLC | 3,947 | $1.41M | 0.60% | +25+0.6% | Added |
| Merriman Wealth Management, LLC | 3,933 | $1.41M | 0.09% | −1,199−23.4% | Reduced |
| Fisher Asset Management, LLC | 3,931 | $1.40M | 0.00% | −1,612−29.1% | Reduced |
| Hall Laurie J Trustee | 3,924 | $1.40M | 0.69% | +254+6.9% | Added |
| SMI Advisory Services, LLC | 3,912 | $1.40M | 0.45% | 00.0% | Unchanged |
| Cim, LLC | 3,632 | $1.40M | 0.29% | +8+0.2% | Added |
| Headinvest, LLC | 3,907 | $1.40M | 0.33% | −48−1.2% | Reduced |
| High Probability Advisors, LLC | 3,874 | $1.38M | 0.43% | +565+17.1% | Added |
| Sculati Wealth Management, LLC | 3,868 | $1.38M | 0.82% | +7+0.2% | Added |
| Atwood & Palmer Inc | 3,862 | $1.38M | 0.14% | +26+0.7% | Added |
| Baystate Wealth Management LLC | 3,858 | $1.38M | 0.14% | −1,180−23.4% | Reduced |
| McAdam, LLC | 3,851 | $1.38M | 0.15% | +80+2.1% | Added |
| Cambridge Advisors Inc. | 3,847 | $1.37M | 0.39% | −60−1.5% | Reduced |
| First Personal Financial Services | 3,845 | $1.37M | 0.40% | +1,370+55.4% | Added |
| Charter Research & Investment Group, Inc. | 3,841 | $1.37M | 1.39% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 3,837 | $1.37M | 0.03% | −72−1.8% | Reduced |
| 360 Financial, Inc. | 3,828 | $1.37M | 0.89% | −777−16.9% | Reduced |
| First Commonwealth Financial Corp | 3,827 | $1.37M | 0.57% | +242+6.8% | Added |
| Sinecera Capital, LLC | 3,805 | $1.36M | 1.61% | −30−0.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 3,821 | $1.36M | 1.04% | +10.0% | Added |
| MidWestOne Financial Group, Inc. | 3,822 | $1.36M | 0.35% | +696+22.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,820 | $1.36M | 0.11% | −37−1.0% | Reduced |
| Traynor Capital Management, Inc. | 3,819 | $1.36M | 0.24% | +64+1.7% | Added |
| Northside Capital Management, LLC | 3,820 | $1.36M | 0.44% | +247+6.9% | Added |
| Ulland Investment Advisors, LLC | 3,816 | $1.36M | 1.49% | −16−0.4% | Reduced |
| Aviance Capital Partners, LLC | 3,816 | $1.36M | 0.34% | +86+2.3% | Added |
| Peninsula Asset Management Inc | 3,807 | $1.36M | 0.87% | +10+0.3% | Added |
| Droms Strauss Advisors Inc | 3,804 | $1.36M | 0.67% | −10.0% | Reduced |
| Apriem Advisors | 3,803 | $1.36M | 0.24% | −12,098−76.1% | Reduced |
| BTR Capital Management Inc | 3,783 | $1.36M | 0.21% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 3,795 | $1.36M | 0.42% | +162+4.5% | Added |
| Spring Capital Management, LLC | 3,788 | $1.35M | 1.29% | 00.0% | Unchanged |
| Lantz Financial LLC | 3,784 | $1.35M | 0.70% | +913+31.8% | Added |
| Sonata Capital Group Inc | 3,771 | $1.35M | 0.74% | −72−1.9% | Reduced |
| Sheets Smith Wealth Management | 3,771 | $1.35M | 0.22% | +8+0.2% | Added |
| Ascent Group, LLC | 3,485 | $1.35M | 0.16% | −322−8.5% | Reduced |
| Black Diamond Financial, LLC | 3,765 | $1.34M | 0.54% | −23−0.6% | Reduced |
| Front Row Advisors LLC | 3,735 | $1.34M | 0.69% | +220+6.3% | Added |
| Cottage Street Advisors LLC | 3,748 | $1.34M | 1.10% | +87+2.4% | Added |
| BCS Wealth Management | 3,733 | $1.33M | 0.63% | +105+2.9% | Added |
| Eudaimonia Partners, LLC | 3,726 | $1.33M | 0.35% | −233−5.9% | Reduced |
| Banta Asset Management LP | 3,720 | $1.33M | 1.77% | 00.0% | Unchanged |
| Elite Wealth Management, Inc. | 3,713 | $1.33M | 0.72% | −161−4.2% | Reduced |
| Sage Financial Group Inc | 3,703 | $1.32M | 0.18% | +51+1.4% | Added |
| Bank of Nova Scotia Trust Co | 3,700 | $1.32M | 0.15% | +5+0.1% | Added |
| Fermata Advisors, LLC | 3,702 | $1.32M | 0.43% | +492+15.3% | Added |
| Lokken Investment Group LLC | 3,698 | $1.32M | 1.14% | −251−6.4% | Reduced |
| Atlantic Union Bankshares Corp | 3,684 | $1.32M | 0.15% | −199−5.1% | Reduced |
| Patton Albertson Miller Group, LLC | 3,685 | $1.32M | 0.28% | −99−2.6% | Reduced |
| Consilio Wealth Advisors, LLC | 3,672 | $1.31M | 1.03% | +354+10.7% | Added |
| RGT Wealth Advisors, LLC | 3,669 | $1.31M | 0.21% | +1,425+63.5% | Added |
| Stoneridge Investment Partners LLC | 3,665 | $1.31M | 0.77% | −150−3.9% | Reduced |
| Maltin Wealth Management, Inc. | 3,665 | $1.31M | 1.03% | +312+9.3% | Added |
| Coastwise Capital Group, LLC | 3,660 | $1.31M | 2.06% | −4,593−55.7% | Reduced |
| Oberweis Asset Management Inc | 3,647 | $1.30M | 0.30% | +11+0.3% | Added |
| Westbourne Investment Advisors, Inc. | 3,646 | $1.30M | 0.69% | −112−3.0% | Reduced |
| Archford Capital Strategies, LLC | 3,640 | $1.30M | 0.34% | +338+10.2% | Added |
| Continuum Advisory, LLC | 4,978 | $1.30M | 0.23% | +98+2.0% | Added |
| Column Capital Advisors, LLC | 3,621 | $1.29M | 0.27% | −3−0.1% | Reduced |
| Clearwater Capital Advisors, LLC | 3,621 | $1.29M | 0.18% | +157+4.5% | Added |
| Quantbot Technologies LP | 3,621 | $1.29M | 0.10% | +3,621 | New |
| Birch Hill Investment Advisors LLC | 3,616 | $1.29M | 0.09% | −125−3.3% | Reduced |
| Capital Analysts, LLC | 3,611 | $1.29M | 0.09% | +47+1.3% | Added |
| Douglass Winthrop Advisors, LLC | 3,605 | $1.29M | 0.04% | +266+8.0% | Added |
| Empirical Asset Management, LLC | 3,604 | $1.29M | 1.40% | +37+1.0% | Added |