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 |
|---|---|---|---|---|---|
| Asset Planning Services Inc | 2,526 | $902.0K | 0.63% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 2,523 | $901.0K | 0.04% | −301−10.7% | Reduced |
| Causeway Capital Management LLC | 2,519 | $900.0K | 0.03% | +2,519 | New |
| HBW Advisory Services LLC | 2,516 | $899.0K | 0.25% | −7,439−74.7% | Reduced |
| Worth Asset Management, LLC | 2,514 | $897.0K | 0.66% | −481−16.1% | Reduced |
| Coastal Bridge Advisors, LLC | 2,507 | $896.0K | 0.24% | +229+10.1% | Added |
| State Farm Mutual Automobile Insurance Co | 2,500 | $893.0K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 2,481 | $890.0K | 0.54% | −825−25.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 2,489 | $889.0K | 0.51% | +237+10.5% | Added |
| Curran Financial Partners, LLC | 2,486 | $888.0K | 0.45% | −31−1.2% | Reduced |
| Excalibur Management Corp | 2,486 | $888.0K | 0.50% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 2,248 | $888.0K | 0.11% | +29+1.3% | Added |
| Capital Financial Planning, LLC | 2,472 | $883.0K | 0.38% | +153+6.6% | Added |
| Resource Consulting Group Inc | 2,465 | $880.0K | 0.25% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 2,460 | $879.0K | 0.05% | 00.0% | Unchanged |
| Penbrook Management LLC | 2,450 | $875.0K | 0.75% | −685−21.9% | Reduced |
| Kavar Capital Partners Group, LLC | 2,450 | $875.0K | 0.22% | +47+2.0% | Added |
| Little House Capital LLC | 2,451 | $875.0K | 0.47% | +442+22.0% | Added |
| Matthew Goff Investment Advisor, LLC | 2,438 | $871.0K | 0.25% | +202+9.0% | Added |
| Nomura Asset Management Co Ltd | 2,437 | $870.5K | 0.01% | +1,000+69.6% | Added |
| Fundamentun, LLC | 2,417 | $864.0K | 0.17% | +34+1.4% | Added |
| Sugarloaf Wealth Management, LLC | 2,417 | $864.0K | 0.22% | +62+2.6% | Added |
| Capital Planning Advisors, LLC | 2,414 | $862.0K | 0.23% | −69−2.8% | Reduced |
| Powell Investment Advisors, LLC | 2,400 | $861.0K | 0.56% | −129−5.1% | Reduced |
| Capital Research Global Investors | 2,363 | $857.0K | 0.00% | +57+2.5% | Added |
| Canal Capital Management, LLC | 2,397 | $856.0K | 0.25% | −141−5.6% | Reduced |
| Ferguson Shapiro LLC | 2,396 | $856.0K | 0.51% | +749+45.5% | Added |
| Red Wave Investments LLC | 2,397 | $856.0K | 0.37% | +1,172+95.7% | Added |
| Townsend Asset Management Corp | 2,393 | $855.0K | 0.48% | +10.0% | Added |
| Integrated Investment Consultants, LLC | 2,383 | $851.0K | 0.34% | +923+63.2% | Added |
| FinTrust Capital Advisors, LLC | 2,285 | $848.0K | 0.22% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,374 | $848.0K | 0.23% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 2,365 | $845.0K | 0.68% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 2,362 | $843.0K | 0.06% | −859−26.7% | Reduced |
| Collaborative Wealth Managment Inc. | 2,359 | $842.0K | 0.60% | 00.0% | Unchanged |
| Baker Boyer National Bank | 2,357 | $842.0K | 0.37% | 00.0% | Unchanged |
| Crabel Capital Management, LLC | 2,358 | $842.0K | 0.49% | +1,146+94.6% | Added |
| Chickasaw Capital Management LLC | 2,351 | $840.0K | 0.04% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 2,353 | $840.0K | 0.96% | +10.0% | Added |
| Fortem Financial Group, LLC | 2,349 | $839.0K | 0.58% | −144−5.8% | Reduced |
| Eagle Bay Advisors LLC | 2,346 | $838.0K | 0.52% | −356−13.2% | Reduced |
| Resource Planning Group | 2,345 | $838.0K | 0.73% | +103+4.6% | Added |
| Strategic Financial Services, Inc, | 2,331 | $833.0K | 0.07% | −115−4.7% | Reduced |
| Fingerlakes Wealth Management, Inc. | 2,330 | $832.0K | 1.21% | +119+5.4% | Added |
| Martin Capital Advisors, LLP | 2,327 | $831.0K | 1.22% | 00.0% | Unchanged |
| Parkside Advisors LLC | 2,315 | $831.0K | 0.32% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 2,325 | $831.0K | 0.11% | +1,550+200.0% | Added |
| Trevian Wealth Management LLC | 2,324 | $830.0K | 0.94% | +362+18.5% | Added |
| Integrity Advisory, LLC | 2,319 | $828.0K | 0.77% | +70+3.1% | Added |
| Kidder Stephen W | 2,310 | $826.0K | 0.34% | −215−8.5% | Reduced |
| McGuire Investment Group, LLC | 2,309 | $825.0K | 0.19% | 00.0% | Unchanged |
| Caas Capital Management LP | 2,300 | $822.0K | 0.11% | −53,910−95.9% | Reduced |
| Options Solutions, LLC | 2,300 | $822.0K | 1.27% | −500−17.9% | Reduced |
| Oak Harvest Investment Services | 2,295 | $820.0K | 0.22% | +803+53.8% | Added |
| Univest Financial Corp | 2,294 | $819.0K | 0.27% | 00.0% | Unchanged |
| London Co of Virginia | 2,288 | $817.0K | 0.01% | −111−4.6% | Reduced |
| Rothschild & Co Asset Management US Inc. | 2,281 | $815.0K | 0.01% | −6,840−75.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,280 | $814.0K | 0.48% | +93+4.3% | Added |
| Parthenon LLC | 2,272 | $812.0K | 0.15% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 2,264 | $809.0K | 0.81% | +2,264 | New |
| Addison Advisors LLC | 2,263 | $808.0K | 0.50% | +260+13.0% | Added |
| 4J Wealth Management LLC | 2,260 | $807.0K | 1.03% | −2−0.1% | Reduced |
| KB Financial Partners, LLC | 2,250 | $804.0K | 0.29% | 00.0% | Unchanged |
| EMC Capital Management | 2,000 | $802.0K | 0.74% | +2,000 | New |
| Alamar Capital Management, LLC | 2,244 | $801.0K | 0.90% | +80+3.7% | Added |
| Yacktman Asset Management LP | 2,243 | $801.0K | 0.01% | +1,194+113.8% | Added |
| Mayport, LLC | 2,240 | $800.0K | 0.65% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 2,239 | $800.0K | 0.92% | +31+1.4% | Added |
| Versant Capital Management, Inc | 2,234 | $798.0K | 0.31% | −4−0.2% | Reduced |
| Hudson Value Partners, LLC | 2,225 | $795.0K | 0.54% | +10+0.5% | Added |
| Vickerman Investment Advisors, Inc. | 2,210 | $789.0K | 0.38% | +42+1.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,205 | $788.0K | 0.02% | +577+35.4% | Added |
| Levy Wealth Management Group, LLC | 2,203 | $787.0K | 0.34% | +205+10.3% | Added |
| Long Road Investment Counsel, LLC | 2,189 | $782.0K | 0.43% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 2,187 | $781.0K | 0.16% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 2,170 | $775.0K | 0.09% | −18−0.8% | Reduced |
| Courage Miller Partners, LLC | 2,170 | $775.0K | 0.39% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 2,163 | $773.0K | 0.44% | +433+25.0% | Added |
| Strid Group, LLC | 2,152 | $772.0K | 0.20% | −10−0.5% | Reduced |
| Lewis Capital Management, LLC | 2,158 | $771.0K | 1.18% | 00.0% | Unchanged |
| Portfolio Solutions, LLC | 2,153 | $769.0K | 0.10% | 00.0% | Unchanged |
| Oribel Capital Management, LP | 2,150 | $768.0K | 0.20% | +310+16.8% | Added |
| American Capital Management Inc | 2,145 | $766.0K | 0.03% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 2,142 | $765.0K | 1.01% | +7+0.3% | Added |
| Providence Capital Advisors, LLC | 2,122 | $761.0K | 0.23% | −500−19.1% | Reduced |
| High Note Wealth, LLC | 2,001 | $760.0K | 0.30% | −206−9.3% | Reduced |
| Poplar Forest Capital LLC | 2,125 | $759.0K | 0.10% | +13+0.6% | Added |
| Mountain Pacific Investment Advisers Inc | 2,120 | $757.0K | 0.06% | +92+4.5% | Added |
| Silver Oak Advisory Group, Inc. | 2,118 | $756.0K | 0.57% | −171−7.5% | Reduced |
| Greenup Street Wealth Management LLC | 2,114 | $755.0K | 0.34% | +23+1.1% | Added |
| Kraft Asset Management, LLC | 2,107 | $753.0K | 0.76% | −15−0.7% | Reduced |
| Etfidea, LLC | 2,108 | $752.9K | 0.39% | +637+43.3% | Added |
| PBMares Wealth Management LLC | 2,105 | $752.0K | 0.33% | −22−1.0% | Reduced |
| BFSG, LLC | 2,103 | $751.0K | 0.16% | −14,275−87.2% | Reduced |
| Your Advocates Ltd., LLP | 2,104 | $751.0K | 0.45% | −181−7.9% | Reduced |
| Boyd Wealth Management, LLC | 2,102 | $751.0K | 0.60% | −91−4.1% | Reduced |
| Capital CS Group, LLC | 2,094 | $748.0K | 0.83% | +8+0.4% | Added |
| Fulton Bank, N.A. | 2,095 | $748.0K | 0.04% | +81+4.0% | Added |
| American Financial Advisors, LLC | 2,084 | $744.0K | 0.13% | −114−5.2% | Reduced |
| Ten Capital Wealth Advisors, LLC | 2,076 | $742.0K | 0.34% | −95−4.4% | Reduced |