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 |
|---|---|---|---|---|---|
| Southeast Asset Advisors Inc. | 2,079 | $742.0K | 0.13% | +2+0.1% | Added |
| Leisure Capital Management | 2,075 | $741.0K | 0.45% | −150−6.7% | Reduced |
| Appleton Group, LLC | 2,074 | $741.0K | 2.12% | 00.0% | Unchanged |
| Navalign, LLC | 2,070 | $739.0K | 0.33% | −710−25.5% | Reduced |
| Buffington Mohr McNeal | 2,070 | $739.0K | 0.18% | +80+4.0% | Added |
| Sendero Wealth Management, LLC | 2,062 | $737.0K | 0.31% | −54−2.6% | Reduced |
| Viewpoint Capital Management LLC | 2,063 | $737.0K | 0.73% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,057 | $735.0K | 1.31% | −649−24.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 2,052 | $733.0K | 0.21% | −133−6.1% | Reduced |
| Asset Planning Corporation | 2,054 | $733.0K | 0.69% | −111−5.1% | Reduced |
| Ti-Trust, Inc | 2,053 | $733.0K | 0.79% | −86−4.0% | Reduced |
| Chapman Investment Management, LLC | 2,044 | $730.0K | 0.53% | −29−1.4% | Reduced |
| Von Berge Wealth Management Group, LLC | 2,027 | $730.0K | 0.78% | +2+0.1% | Added |
| Front Street Capital Management, Inc. | 3,186 | $727.0K | 0.18% | +3+0.1% | Added |
| Private Wealth Strategies, L.L.C. | 2,033 | $726.0K | 0.21% | +51+2.6% | Added |
| Holderness Investments Co | 2,025 | $723.0K | 0.33% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,024 | $723.0K | 0.59% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 2,021 | $722.0K | 0.63% | −177−8.1% | Reduced |
| Robinson Value Management, Ltd. | 2,021 | $722.0K | 0.72% | +1,506+292.4% | Added |
| Marshall Financial Group LLC | 2,017 | $720.0K | 0.30% | +82+4.2% | Added |
| Cape Ann Savings Bank | 2,013 | $719.0K | 0.58% | +413+25.8% | Added |
| Sym Financial Corp | 2,012 | $719.0K | 0.35% | +169+9.2% | Added |
| Capital Counsel LLC | 2,010 | $718.0K | 0.05% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 2,008 | $717.0K | 0.26% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 2,008 | $717.0K | 0.59% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 1,999 | $717.0K | 0.26% | +120+6.4% | Added |
| Fernwood Investment Management, LLC | 2,008 | $717.0K | 0.30% | +249+14.2% | Added |
| Mascoma Wealth Management LLC | 2,004 | $716.0K | 0.25% | +6+0.3% | Added |
| CNB Bank | 2,004 | $716.0K | 0.48% | +9+0.5% | Added |
| Austin Private Wealth, LLC | 2,003 | $715.0K | 0.15% | +332+19.9% | Added |
| Howard Hughes Medical Institute | 2,000 | $714.0K | 0.20% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 2,000 | $714.0K | 0.53% | +20+1.0% | Added |
| Websterrogers Financial Advisors, LLC | 1,998 | $714.0K | 0.38% | +301+17.7% | Added |
| Davidson Investment Advisors | 1,995 | $713.0K | 0.06% | +1,995 | New |
| Parisi Gray Wealth Management | 1,990 | $711.0K | 0.54% | −2,953−59.7% | Reduced |
| Alpha Omega Wealth Management LLC | 1,985 | $709.0K | 0.14% | −13−0.7% | Reduced |
| Tarbox Family Office, Inc. | 1,879 | $709.0K | 0.17% | −36−1.9% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,975 | $705.0K | 0.86% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 1,970 | $704.0K | 0.27% | −195−9.0% | Reduced |
| Northeast Investment Management | 1,970 | $704.0K | 0.05% | −124−5.9% | Reduced |
| Lawson Kroeker Investment Management Inc | 1,970 | $704.0K | 0.25% | 00.0% | Unchanged |
| Total Wealth Planning, LLC | 1,972 | $704.0K | 0.20% | +181+10.1% | Added |
| David Loasby | 1,952 | $703.0K | 0.11% | +44+2.3% | Added |
| FirstPurpose Wealth LLC | 1,965 | $702.0K | 0.46% | −669−25.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,964 | $702.0K | 0.63% | −60−3.0% | Reduced |
| Lincoln Capital Corp | 1,965 | $702.0K | 0.47% | −34−1.7% | Reduced |
| PrairieView Partners, LLC | 1,963 | $701.0K | 0.11% | −966−33.0% | Reduced |
| Carl P. Sherr & Co., LLC | 1,943 | $694.0K | 0.55% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 1,943 | $694.0K | 0.49% | +6+0.3% | Added |
| TBH Global Asset Management, LLC | 1,941 | $693.0K | 0.18% | +1+0.1% | Added |
| ARS Wealth Advisors Group, LLC | 1,930 | $690.0K | 0.11% | −238−11.0% | Reduced |
| MainStreet Investment Advisors LLC | 1,928 | $689.0K | 0.08% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 1,926 | $688.0K | 0.42% | −162−7.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,919 | $685.0K | 0.04% | +20+1.1% | Added |
| Bourgeon Capital Management LLC | 1,914 | $684.0K | 0.19% | −272−12.4% | Reduced |
| Awm Capital, LLC | 1,729 | $684.0K | 0.23% | −9−0.5% | Reduced |
| Ategra Capital Management, LLC | 1,913 | $683.3K | 0.36% | −112−5.5% | Reduced |
| Reuter James Wealth Management, LLC | 1,911 | $683.0K | 0.47% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,903 | $683.0K | 0.26% | 00.0% | Unchanged |
| Beacon Financial Group | 1,877 | $680.0K | 0.11% | −66−3.4% | Reduced |
| Paragon Capital Management Inc | 1,903 | $679.9K | 0.67% | +13+0.7% | Added |
| Spartan Fund Management Inc. | 1,900 | $679.0K | 0.21% | −400−17.4% | Reduced |
| Vista Investment Management | 1,902 | $679.0K | 0.42% | −12−0.6% | Reduced |
| Colonial Trust Advisors | 1,902 | $679.0K | 0.09% | +452+31.2% | Added |
| Hellman Jordan Management Co Inc | 1,892 | $676.0K | 1.17% | −18,665−90.8% | Reduced |
| Naviter Wealth, LLC | 1,883 | $676.0K | 0.28% | −5,414−74.2% | Reduced |
| IMA Wealth, Inc. | 1,893 | $676.0K | 0.18% | 00.0% | Unchanged |
| Curi Capital | 1,892 | $676.0K | 0.11% | +890+88.8% | Added |
| Main Street Research LLC | 1,883 | $673.0K | 0.15% | +1,284+214.4% | Added |
| ESL Trust Services, LLC | 1,879 | $671.0K | 0.25% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $670.0K | 0.49% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 1,876 | $670.0K | 0.15% | +18+1.0% | Added |
| Kesler, Norman & Wride, LLC | 1,874 | $669.0K | 0.19% | +796+73.8% | Added |
| Burton Enright Welch | 1,872 | $668.5K | 0.33% | +457+32.3% | Added |
| N.E.W. Advisory Services LLC | 1,871 | $668.0K | 0.12% | +685+57.8% | Added |
| Chemistry Wealth Management LLC | 1,868 | $667.0K | 0.26% | +115+6.6% | Added |
| Lion Street Advisors, LLC | 1,864 | $666.0K | 0.33% | +1,120+150.5% | Added |
| Liberty Capital Management, Inc. | 1,849 | $660.0K | 0.25% | +1+0.1% | Added |
| Schwab Charitable Fund | 1,844 | $659.0K | 0.14% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,842 | $658.0K | 0.00% | +1,842 | New |
| Roger Wittlin Investment Advisory, LLC | 1,841 | $657.0K | 17.86% | −1,189−39.2% | Reduced |
| Trilogy Capital Inc. | 1,838 | $657.0K | 0.06% | −845−31.5% | Reduced |
| Darwin Advisors, LLC | 1,792 | $657.0K | 0.16% | −22−1.2% | Reduced |
| Rain Capital Management, LLC | 1,840 | $657.0K | 0.51% | −19−1.0% | Reduced |
| Radnor Capital Management, LLC | 1,837 | $656.0K | 0.19% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 1,823 | $655.0K | 0.31% | +111+6.5% | Added |
| Armstrong Henry H Associates Inc | 1,831 | $654.0K | 0.09% | +30+1.7% | Added |
| Foster Group, Inc. | 1,825 | $652.0K | 0.05% | −2,009−52.4% | Reduced |
| Grant/GrossMendelsohn, LLC | 1,690 | $650.0K | 0.35% | +305+22.0% | Added |
| Sather Financial Group Inc | 1,814 | $648.0K | 0.07% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 1,803 | $647.0K | 0.21% | 00.0% | Unchanged |
| Advisory Research Inc | 1,812 | $647.0K | 0.06% | +416+29.8% | Added |
| Goepper Burkhardt LLC | 1,809 | $646.0K | 0.48% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 1,808 | $646.0K | 0.29% | +579+47.1% | Added |
| First Command Bank | 1,803 | $644.0K | 0.09% | −227−11.2% | Reduced |
| First Command Financial Services, Inc. | 1,803 | $644.0K | 0.09% | −227−11.2% | Reduced |
| CVA Family Office, LLC | 1,804 | $644.0K | 0.17% | +1+0.1% | Added |
| Ratio Wealth Group | 1,801 | $643.1K | 0.21% | −68−3.6% | Reduced |
| Clean Yield Group | 1,800 | $643.0K | 0.30% | 00.0% | Unchanged |
| Bellevue Group AG | 1,800 | $643.0K | 0.01% | +1,800 | New |