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 |
|---|---|---|---|---|---|
| Woodmont Investment Counsel LLC | 3,598 | $1.28M | 0.16% | +287+8.7% | Added |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $1.28M | 0.33% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 3,584 | $1.28M | 0.13% | 00.0% | Unchanged |
| Vicus Capital | 14,624 | $1.28M | 0.15% | −209−1.4% | Reduced |
| One Day In July LLC | 3,571 | $1.28M | 0.30% | +68+1.9% | Added |
| Old Port Advisors | 3,379 | $1.27M | 0.51% | −45−1.3% | Reduced |
| AlphaStar Capital Management, LLC | 3,568 | $1.27M | 0.14% | +165+4.8% | Added |
| Triangle Securities Wealth Management | 3,563 | $1.27M | 0.52% | −7−0.2% | Reduced |
| XML Financial, LLC | 3,559 | $1.27M | 0.18% | +335+10.4% | Added |
| Sensible Financial Planning & Management, LLC. | 3,551 | $1.27M | 0.33% | +10.0% | Added |
| McMillion Capital Management Inc | 3,546 | $1.27M | 1.17% | −418−10.5% | Reduced |
| River Wealth Advisors LLC | 3,541 | $1.26M | 0.27% | −22−0.6% | Reduced |
| First American Trust, FSB | 3,540 | $1.26M | 0.21% | +268+8.2% | Added |
| HM Capital Management, LLC | 3,535 | $1.26M | 0.76% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 3,530 | $1.26M | 0.36% | −385−9.8% | Reduced |
| 9258 Wealth Management, LLC | 3,522 | $1.26M | 0.32% | +55+1.6% | Added |
| Private Wealth Group, LLC | 3,508 | $1.25M | 1.96% | +136+4.0% | Added |
| Hutchinson Capital Management | 3,501 | $1.25M | 0.34% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,500 | $1.25M | 1.08% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,500 | $1.25M | 0.12% | +3,500 | New |
| Pin Oak Investment Advisors Inc | 3,490 | $1.25M | 1.57% | +122+3.6% | Added |
| Plotkin Financial Advisors, LLC | 3,487 | $1.25M | 1.26% | +869+33.2% | Added |
| Red Cedar Capital, LLC | 3,473 | $1.24M | 0.87% | +32+0.9% | Added |
| Laird Norton Trust Company, LLC | 3,451 | $1.24M | 0.28% | −10,000−74.3% | Reduced |
| MA Private Wealth | 3,267 | $1.24M | 0.31% | +26+0.8% | Added |
| Northstar Group, Inc. | 3,448 | $1.23M | 0.37% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 3,444 | $1.23M | 0.51% | −6,398−65.0% | Reduced |
| EPG Wealth Management LLC | 3,433 | $1.23M | 0.50% | −4−0.1% | Reduced |
| Pictet North America Advisors SA | 3,426 | $1.22M | 0.20% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 3,424 | $1.22M | 0.52% | +447+15.0% | Added |
| HC Advisors, LLC | 3,418 | $1.22M | 0.84% | +3+0.1% | Added |
| Annapolis Financial Services, LLC | 3,413 | $1.22M | 0.45% | +202+6.3% | Added |
| Ironwood Investment Counsel, LLC | 3,412 | $1.22M | 0.35% | −559−14.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,403 | $1.22M | 0.30% | −213−5.9% | Reduced |
| BerganKDV Wealth Management, LLC | 3,405 | $1.22M | 0.15% | −84−2.4% | Reduced |
| Sabal Trust CO | 3,398 | $1.21M | 0.09% | −1,205−26.2% | Reduced |
| Hemington Wealth Management | 3,397 | $1.21M | 0.53% | −5−0.1% | Reduced |
| Congress Park Capital LLC | 3,397 | $1.21M | 0.80% | +600+21.5% | Added |
| Cranbrook Wealth Management, LLC | 3,390 | $1.21M | 0.31% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 3,387 | $1.21M | 0.22% | −300−8.1% | Reduced |
| Investment Advisory Services Inc | 3,379 | $1.21M | 0.72% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 3,175 | $1.20M | 0.37% | −95−2.9% | Reduced |
| Ingalls & Snyder LLC | 3,368 | $1.20M | 0.07% | +771+29.7% | Added |
| Endurance Wealth Management, Inc. | 3,366 | $1.20M | 0.20% | +45+1.4% | Added |
| Rhumbline Advisers | 3,361 | $1.20M | 0.00% | −70−2.0% | Reduced |
| Tradition Wealth Management, LLC | 3,357 | $1.20M | 0.18% | +178+5.6% | Added |
| PFS Investments Inc. | 3,347 | $1.20M | 0.03% | −935−21.8% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 3,339 | $1.19M | 1.14% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 3,327 | $1.19M | 0.74% | +553+19.9% | Added |
| Sterling Investment Advisors, Ltd. | 3,323 | $1.19M | 0.44% | +10.0% | Added |
| South Shore Capital Advisors | 3,309 | $1.18M | 2.80% | +21+0.6% | Added |
| Hanson & Doremus Investment Management | 3,305 | $1.18M | 0.30% | +10.0% | Added |
| WealthBridge Investment Counsel Inc. | 3,294 | $1.18M | 0.62% | −24−0.7% | Reduced |
| Compass Financial Advisors LLC | 3,295 | $1.18M | 1.75% | +9+0.3% | Added |
| Amussen Hunsaker Associates LLC | 3,673 | $1.17M | 0.33% | +572+18.4% | Added |
| Violich Capital Management, Inc. | 3,283 | $1.17M | 0.22% | −100−3.0% | Reduced |
| Whalerock Point Partners, LLC | 3,284 | $1.17M | 0.52% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 3,281 | $1.17M | 0.07% | −1,338−29.0% | Reduced |
| Cedrus LLC | 3,279 | $1.17M | 1.10% | +296+9.9% | Added |
| Altfest L J & Co Inc | 3,279 | $1.17M | 0.22% | −113−3.3% | Reduced |
| Bill Few Associates, Inc. | 3,277 | $1.17M | 0.79% | +544+19.9% | Added |
| Silverlake Wealth Management LLC | 3,274 | $1.17M | 0.79% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3,272 | $1.17M | 0.20% | +376+13.0% | Added |
| Kornitzer Capital Management Inc | 3,265 | $1.17M | 0.03% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 3,254 | $1.16M | 0.09% | −663−16.9% | Reduced |
| Michael B. Yongue | 3,252 | $1.16M | 1.14% | −37−1.1% | Reduced |
| Randolph Co Inc | 3,250 | $1.16M | 0.18% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 3,236 | $1.16M | 0.23% | +39+1.2% | Added |
| Opal Wealth Advisors, LLC | 3,246 | $1.16M | 0.85% | −27−0.8% | Reduced |
| United Maritime Capital LLC | 3,431 | $1.15M | 7.59% | −570−14.2% | Reduced |
| Meeder Asset Management Inc | 3,228 | $1.15M | 0.07% | −98−2.9% | Reduced |
| JNBA Financial Advisors | 3,223 | $1.15M | 0.18% | −25−0.8% | Reduced |
| Edgar Lomax Co | 3,223 | $1.15M | 0.08% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 3,027 | $1.15M | 0.09% | +231+8.3% | Added |
| Gilman Hill Asset Management, LLC | 3,213 | $1.15M | 0.27% | 00.0% | Unchanged |
| Solstein Capital, LLC | 3,207 | $1.15M | 1.01% | +974+43.6% | Added |
| Shilanski & Associates, Inc. | 3,189 | $1.14M | 0.42% | −41,132−92.8% | Reduced |
| Private Capital Management LLC | 3,189 | $1.14M | 0.42% | +630+24.6% | Added |
| State of Alaska, Department of Revenue | 3,185 | $1.14M | 0.02% | −2,320−42.1% | Reduced |
| Staley Capital Advisers Inc | 3,180 | $1.14M | 0.07% | +459+16.9% | Added |
| Mount Yale Investment Advisors, LLC | 3,168 | $1.13M | 0.15% | −770−19.6% | Reduced |
| Archer Investment Corp | 3,155 | $1.13M | 0.48% | −81−2.5% | Reduced |
| SkyOak Wealth, LLC | 3,135 | $1.12M | 0.40% | +1,188+61.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,130 | $1.12M | 0.20% | +410+15.1% | Added |
| Shaker Investments LLC | 3,124 | $1.12M | 0.75% | −9−0.3% | Reduced |
| Garner Asset Management Corp | 3,119 | $1.11M | 0.59% | −144−4.4% | Reduced |
| SignalPoint Asset Management, LLC | 3,109 | $1.11M | 0.42% | +356+12.9% | Added |
| Citizens & Northern Corp | 3,105 | $1.11M | 0.52% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 3,103 | $1.11M | 0.82% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 3,095 | $1.10M | 0.19% | −66−2.1% | Reduced |
| Verus Capital Partners, LLC | 3,091 | $1.10M | 0.21% | +2,022+189.1% | Added |
| MSH Capital Advisors LLC | 3,089 | $1.10M | 0.54% | +357+13.1% | Added |
| BlackDiamond Wealth Management Inc. | 2,864 | $1.10M | 1.33% | −257−8.2% | Reduced |
| Greenfield Savings Bank | 3,088 | $1.10M | 0.80% | +243+8.5% | Added |
| Delta Asset Management LLC | 3,085 | $1.10M | 0.13% | 00.0% | Unchanged |
| SevenOneSeven Capital Management | 3,080 | $1.10M | 2.57% | +3,080 | New |
| CFS Investment Advisory Services, LLC | 1,096,747 | $1.10M | 0.25% | +1,093,690+35,776.6% | Added |
| Blue Chip Partners, Inc. | 3,062 | $1.09M | 0.15% | −158−4.9% | Reduced |
| National Wealth Management Group, LLC | 3,061 | $1.09M | 1.42% | +1,477+93.2% | Added |
| Lumbard & Kellner, LLC | 3,054 | $1.09M | 0.57% | −1,835−37.5% | Reduced |