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 |
|---|---|---|---|---|---|
| Riverstone Advisors, LLC | 3,054 | $1.09M | 0.70% | +341+12.6% | Added |
| Meridian Financial, LLC | 3,054 | $1.09M | 1.27% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 3,047 | $1.09M | 0.27% | +326+12.0% | Added |
| Cooper Financial Group | 3,036 | $1.08M | 0.39% | +407+15.5% | Added |
| Vaughan David Investments LLC | 3,027 | $1.08M | 0.04% | −582−16.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,024 | $1.08M | 0.18% | −73−2.4% | Reduced |
| Raleigh Capital Management Inc. | 3,017 | $1.08M | 0.63% | −2,773−47.9% | Reduced |
| Valtinson Bruner Financial Planning LLC | 3,016 | $1.08M | 0.66% | −298−9.0% | Reduced |
| Hudson Portfolio Management LLC | 3,015 | $1.08M | 1.27% | −69−2.2% | Reduced |
| Chartwell Investment Partners, LLC | 3,003 | $1.07M | 0.05% | 00.0% | Unchanged |
| CSS LLC | 3,000 | $1.07M | 0.06% | +3,000 | New |
| Professional Advisory Services Inc | 2,997 | $1.07M | 0.19% | +10.0% | Added |
| Gradient Investments LLC | 2,992 | $1.07M | 0.03% | −64−2.1% | Reduced |
| Philadelphia Trust Co | 2,975 | $1.06M | 0.12% | −37−1.2% | Reduced |
| Teamwork Financial Advisors, LLC | 2,973 | $1.06M | 0.23% | +590+24.8% | Added |
| Forte Capital LLC | 2,966 | $1.06M | 0.19% | −144−4.6% | Reduced |
| Prosperity Consulting Group, LLC | 2,966 | $1.06M | 0.87% | +6+0.2% | Added |
| Exchange Capital Management, Inc. | 2,965 | $1.06M | 0.25% | +70+2.4% | Added |
| Valicenti Advisory Services Inc | 2,959 | $1.06M | 0.39% | −163−5.2% | Reduced |
| State of Wyoming | 2,950 | $1.05M | 0.52% | −1,290−30.4% | Reduced |
| Mattern Capital Management, LLC | 2,950 | $1.05M | 0.22% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 2,949 | $1.05M | 0.34% | +219+8.0% | Added |
| W.H. Cornerstone Investments Inc. | 2,940 | $1.05M | 1.11% | +2,940 | New |
| Cigna Investments Inc | 2,940 | $1.05M | 0.23% | −1,810−38.1% | Reduced |
| PRW Wealth Management LLC | 2,931 | $1.05M | 0.50% | +393+15.5% | Added |
| Hemenway Trust Co LLC | 2,929 | $1.05M | 0.12% | +1,209+70.3% | Added |
| LVW Advisors, LLC | 2,921 | $1.04M | 0.24% | −289−9.0% | Reduced |
| Cutler Investment Counsel LLC | 2,901 | $1.04M | 0.17% | −60−2.0% | Reduced |
| Heritage Wealth Management, LLC | 2,902 | $1.04M | 0.33% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 2,903 | $1.04M | 0.05% | +1,068+58.2% | Added |
| Wharton Business Group, LLC | 2,902 | $1.04M | 0.07% | +17+0.6% | Added |
| Red Door Wealth Management, LLC | 2,893 | $1.03M | 0.39% | +79+2.8% | Added |
| Falcon Wealth Planning | 2,886 | $1.03M | 0.34% | +1,564+118.3% | Added |
| Mandatum Life Insurance Co Ltd | 2,885 | $1.03M | 0.33% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,879 | $1.03M | 0.65% | +2,237+348.4% | Added |
| Widmann Financial Services, Inc. | 2,880 | $1.03M | 1.14% | +615+27.2% | Added |
| Ashfield Capital Partners, LLC | 2,860 | $1.02M | 0.09% | −45−1.5% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 2,843 | $1.02M | 0.52% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 2,856 | $1.02M | 0.99% | +1,245+77.3% | Added |
| SRS Capital Advisors, Inc. | 2,839 | $1.01M | 0.16% | +293+11.5% | Added |
| Farmers National Bank | 2,801 | $1.00M | 0.40% | +170+6.5% | Added |
| Prudential PLC | 2,795 | $999.0K | 0.02% | −755−21.3% | Reduced |
| JustInvest LLC | 2,785 | $995.0K | 0.04% | −56−2.0% | Reduced |
| Artemis Wealth Advisors, LLC | 2,787 | $995.0K | 0.26% | +2,003+255.5% | Added |
| LexAurum Advisors, LLC | 2,781 | $993.0K | 0.38% | −72−2.5% | Reduced |
| Sterling Financial Planning, Inc. | 2,777 | $992.0K | 0.70% | −10−0.4% | Reduced |
| Navellier & Associates Inc | 2,775 | $991.0K | 0.22% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 2,774 | $990.8K | 0.34% | 00.0% | Unchanged |
| Campbell Wealth Management | 2,771 | $990.0K | 0.14% | +13+0.5% | Added |
| Dopkins Wealth Management, LLC | 2,765 | $988.0K | 1.11% | −944−25.5% | Reduced |
| ERn Financial, LLC | 2,762 | $987.0K | 0.25% | +791+40.1% | Added |
| Executive Wealth Management, LLC | 986 | $986.0K | 0.14% | −1,525−60.7% | Reduced |
| F3Logic, LLC | 2,734 | $979.0K | 0.20% | −192−6.6% | Reduced |
| Innova Wealth Partners | 2,738 | $978.0K | 0.90% | −579−17.5% | Reduced |
| Alerus Financial NA | 2,733 | $976.0K | 0.10% | −2,208−44.7% | Reduced |
| Geometric Wealth Advisors | 2,732 | $976.0K | 0.47% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 2,731 | $975.0K | 0.80% | +57+2.1% | Added |
| FourThought Financial, LLC | 2,725 | $973.0K | 0.14% | +641+30.8% | Added |
| Westwood Wealth Management | 2,719 | $971.0K | 1.21% | −25−0.9% | Reduced |
| Insight Inv LLC | 2,717 | $970.0K | 1.08% | 00.0% | Unchanged |
| Abound Wealth Management | 2,710 | $968.0K | 0.52% | +210+8.4% | Added |
| Onyx Bridge Wealth Group LLC | 2,701 | $963.0K | 0.44% | −387−12.5% | Reduced |
| Motco | 2,692 | $961.0K | 0.08% | −65−2.4% | Reduced |
| Arq Wealth Advisors, LLC | 2,688 | $960.0K | 0.74% | +218+8.8% | Added |
| BancFirst Trust & Investment Management | 2,639 | $957.0K | 0.57% | +1,675+173.8% | Added |
| Miramar Capital, LLC | 2,556 | $956.0K | 0.26% | +251+10.9% | Added |
| Private Capital Advisors, Inc. | 2,673 | $955.0K | 0.17% | 00.0% | Unchanged |
| Clarus Group, Inc. | 2,673 | $955.0K | 0.87% | +786+41.7% | Added |
| McCutchen Group LLC | 2,665 | $952.0K | 0.21% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 2,664 | $951.6K | 0.60% | +245+10.1% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,663 | $951.0K | 0.45% | −189−6.6% | Reduced |
| Altman Advisors, Inc. | 2,651 | $947.0K | 0.60% | −604−18.6% | Reduced |
| Stack Financial Management, Inc | 2,645 | $945.0K | 0.10% | −135−4.9% | Reduced |
| Monetary Management Group Inc | 2,641 | $943.0K | 0.31% | −250−8.6% | Reduced |
| Somerset Group LLC | 2,635 | $941.0K | 0.86% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 2,634 | $941.0K | 0.55% | 00.0% | Unchanged |
| Papp L Roy & Associates | 2,626 | $938.0K | 0.14% | −10−0.4% | Reduced |
| Vestor Capital, LLC | 2,627 | $938.0K | 0.12% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,627 | $938.0K | 0.54% | +4+0.2% | Added |
| CFO4Life Group, LLC | 2,616 | $935.0K | 0.25% | +852+48.3% | Added |
| West Chester Capital Advisors, Inc | 2,614 | $934.0K | 2.06% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 2,613 | $933.0K | 0.21% | +219+9.1% | Added |
| SWMG, LLC | 2,607 | $931.0K | 0.61% | +2,607 | New |
| Confluence Wealth Services, Inc. | 2,605 | $930.0K | 0.39% | +25+1.0% | Added |
| Blodgett Wealth Advisors, LLC | 2,604 | $930.0K | 1.13% | −80−3.0% | Reduced |
| Windsor Group LTD | 2,565 | $930.0K | 0.23% | −23−0.9% | Reduced |
| Hyman Charles D | 2,604 | $930.0K | 0.07% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 2,600 | $929.0K | 1.21% | −500−16.1% | Reduced |
| CapWealth Advisors, LLC | 2,601 | $929.0K | 0.12% | −19−0.7% | Reduced |
| EHP Funds Inc. | 2,600 | $929.0K | 0.20% | +2,600 | New |
| EverSource Wealth Advisors, LLC | 2,598 | $928.0K | 0.21% | +10.0% | Added |
| Aire Advisors, LLC | 2,598 | $928.0K | 0.32% | +35+1.4% | Added |
| SS&H Financial Advisors, Inc. | 2,591 | $925.0K | 0.48% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 2,587 | $924.0K | 0.25% | −566−18.0% | Reduced |
| Scholtz & Company, LLC | 2,300 | $917.0K | 0.66% | −119−4.9% | Reduced |
| PDS Planning, Inc | 2,565 | $916.0K | 0.17% | −71−2.7% | Reduced |
| Dean Investment Associates, LLC | 2,563 | $916.0K | 0.19% | +9+0.4% | Added |
| Garrison Point Advisors, LLC | 2,561 | $915.0K | 0.82% | +47+1.9% | Added |
| Blackston Financial Advisory Group, LLC | 2,363 | $913.0K | 0.64% | +595+33.7% | Added |
| TMD Wealth Management, LLC | 2,556 | $913.0K | 0.41% | +2,000+359.7% | Added |