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 |
|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | 1,798 | $642.0K | 0.11% | −655−26.7% | Reduced |
| Wells Trecaso Financial Group, LLC | 1,797 | $642.0K | 0.35% | −248−12.1% | Reduced |
| Full Sail Capital, LLC | 1,793 | $640.0K | 0.07% | −2,442−57.7% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,790 | $639.0K | 0.22% | +106+6.3% | Added |
| Seaside Wealth Management, Inc. | 1,648 | $636.0K | 0.44% | +7+0.4% | Added |
| Concentric Wealth Management, LLC | 1,779 | $635.0K | 0.23% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,775 | $634.0K | 0.12% | −118−6.2% | Reduced |
| Missouri Trust & Investment Co | 1,774 | $634.0K | 0.42% | −83−4.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,775 | $634.0K | 0.37% | +2+0.1% | Added |
| Altrius Capital Management Inc | 1,774 | $633.0K | 0.24% | −17−0.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,726 | $633.0K | 0.42% | +6+0.3% | Added |
| First National Bank | 1,770 | $632.0K | 0.57% | −425−19.4% | Reduced |
| Triasima Portfolio Management inc. | 1,770 | $632.0K | 0.05% | 00.0% | Unchanged |
| Phocas Financial Corp. | 1,764 | $630.0K | 0.10% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 1,753 | $626.0K | 0.22% | −172−8.9% | Reduced |
| Advocacy Wealth Management Services, LLC | 1,660 | $626.0K | 0.09% | +1+0.1% | Added |
| Abner Herrman & Brock LLC | 1,750 | $625.0K | 0.11% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,750 | $625.0K | 0.42% | +8+0.5% | Added |
| Summitry LLC | 1,744 | $623.0K | 0.05% | +1,744 | New |
| Financial Management Network Inc | 1,646 | $622.0K | 0.31% | +113+7.4% | Added |
| Norris Perne & French LLP | 1,737 | $620.0K | 0.06% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,735 | $620.0K | 0.22% | +128+8.0% | Added |
| Heritage Financial Services, LLC | 1,731 | $618.0K | 0.38% | −70−3.9% | Reduced |
| Hexagon Capital Partners LLC | 1,731 | $618.0K | 0.18% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 1,726 | $617.0K | 0.16% | −1,058−38.0% | Reduced |
| Weatherly Asset Management L. P. | 1,713 | $615.0K | 0.09% | −17−1.0% | Reduced |
| Marino, Stram & Associates LLC | 1,718 | $614.0K | 0.22% | +17+1.0% | Added |
| Concord Wealth Partners | 1,714 | $612.0K | 0.19% | +70+4.3% | Added |
| Powers Advisory Group, LLC | 1,707 | $610.0K | 0.49% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,704 | $609.0K | 0.08% | −194−10.2% | Reduced |
| Nicollet Investment Management, Inc. | 1,701 | $608.0K | 0.33% | +2+0.1% | Added |
| Summit Global Investments | 1,700 | $607.0K | 0.06% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,700 | $607.0K | 0.15% | +390+29.8% | Added |
| Passive Capital Management, LLC. | 1,699 | $606.8K | 0.32% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 1,697 | $606.0K | 0.83% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 1,694 | $605.0K | 0.59% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 1,689 | $603.0K | 0.64% | −261−13.4% | Reduced |
| ETF Portfolio Partners, Inc. | 1,682 | $601.0K | 0.27% | +75+4.7% | Added |
| Steward Financial Group LLC | 1,685 | $601.0K | 0.44% | +1,150+215.0% | Added |
| Fort Pitt Capital Group, LLC | 1,680 | $600.0K | 0.03% | −147−8.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,681 | $600.0K | 0.37% | +100+6.3% | Added |
| GFG Capital, LLC | 1,678 | $599.0K | 0.20% | +124+8.0% | Added |
| Investors Asset Management of Georgia Inc | 1,670 | $597.0K | 0.31% | +4+0.2% | Added |
| Sentinel Pension Advisors Inc | 1,661 | $593.0K | 0.21% | +352+26.9% | Added |
| Fca Corp | 1,654 | $591.0K | 0.25% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,654 | $591.0K | 0.42% | +33+2.0% | Added |
| jvl associates llc | 1,656 | $591.0K | 0.36% | +324+24.3% | Added |
| PFG Private Wealth Management, LLC | 1,652 | $590.0K | 0.39% | +5+0.3% | Added |
| Integrity Financial Corp | 1,648 | $589.0K | 0.62% | +109+7.1% | Added |
| AllSquare Wealth Management LLC | 1,644 | $587.0K | 0.42% | −50−3.0% | Reduced |
| Encompass Wealth Advisors, LLC | 1,634 | $584.0K | 0.22% | −37−2.2% | Reduced |
| Autus Asset Management, LLC | 1,629 | $582.0K | 0.11% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 1,628 | $581.0K | 0.52% | −2,179−57.2% | Reduced |
| Cypress Asset Management Inc | 1,627 | $581.0K | 0.22% | −15−0.9% | Reduced |
| JFG Wealth Management, LLC | 1,626 | $580.0K | 0.19% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 1,624 | $580.0K | 0.47% | +1,624 | New |
| Maxele Advisors, LLC | 1,621 | $579.0K | 0.97% | −12−0.7% | Reduced |
| Diversified Investment Strategies, LLC | 1,619 | $578.0K | 0.48% | +270+20.0% | Added |
| Noked Capital LTD | 1,615 | $577.0K | 0.06% | +1,615 | New |
| Zevin Asset Management LLC | 1,614 | $576.0K | 0.14% | 00.0% | Unchanged |
| Independent Investors Inc | 1,611 | $575.0K | 0.16% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 1,578 | $573.0K | 0.34% | +246+18.5% | Added |
| Basso Capital Management, L.P. | 1,600 | $571.0K | 0.14% | −3,400−68.0% | Reduced |
| Campbell Newman Asset Management Inc | 1,600 | $571.0K | 0.06% | −841−34.5% | Reduced |
| Allen Capital Group, LLC | 1,592 | $569.0K | 0.13% | −432−21.3% | Reduced |
| Birchcreek Wealth Management, LLC | 1,592 | $569.0K | 0.53% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,595 | $566.0K | 0.48% | +41+2.6% | Added |
| Wilson & Boucher Capital Management, LLC | 1,582 | $565.0K | 0.66% | +35+2.3% | Added |
| TFC Financial Management | 1,579 | $564.0K | 0.18% | +2+0.1% | Added |
| Paradigm Financial Partners, LLC | 1,505 | $562.0K | 0.17% | +942+167.3% | Added |
| Altus Wealth Management, LLC | 1,569 | $560.0K | 0.48% | −173−9.9% | Reduced |
| Key Financial Inc | 1,568 | $560.0K | 0.26% | −44−2.7% | Reduced |
| Everhart Financial Group, Inc. | 1,570 | $560.0K | 0.31% | +152+10.7% | Added |
| Family Capital Trust Co | 1,566 | $559.0K | 0.26% | −5−0.3% | Reduced |
| Consilium Wealth Advisory, LLC | 1,562 | $558.0K | 0.62% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,555 | $555.0K | 0.18% | −1,205−43.7% | Reduced |
| Engrave Wealth Partners LLC | 1,553 | $555.0K | 0.26% | −139−8.2% | Reduced |
| Probity Advisors, Inc. | 1,554 | $555.0K | 0.14% | −46−2.9% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,554 | $555.0K | 0.64% | 00.0% | Unchanged |
| Retirement Planning Group | 1,554 | $555.0K | 0.07% | +7+0.5% | Added |
| Butensky & Cohen Financial Security, Inc | 1,550 | $554.0K | 0.23% | −141−8.3% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,510 | $554.0K | 0.45% | −163−9.7% | Reduced |
| Tandem Investment Advisors, Inc. | 1,551 | $554.0K | 0.03% | −66−4.1% | Reduced |
| Hyperion Capital Advisors LP | 1,549 | $553.0K | 0.27% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,546 | $552.1K | 0.32% | −419−21.3% | Reduced |
| Regatta Capital Group, LLC | 1,461 | $551.0K | 0.23% | −12−0.8% | Reduced |
| Buckhead Capital Management LLC | 1,539 | $550.0K | 0.14% | −43−2.7% | Reduced |
| Aufman Associates Inc | 1,539 | $550.0K | 0.58% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 1,537 | $549.0K | 0.09% | +1+0.1% | Added |
| Maripau Wealth Management LLC | 1,422 | $549.0K | 0.59% | +773+119.1% | Added |
| Charles Schwab Trust Co | 1,530 | $546.0K | 0.09% | −854−35.8% | Reduced |
| WFA of San Diego, LLC | 1,519 | $543.0K | 0.49% | +1+0.1% | Added |
| Exeter Financial, LLC | 1,521 | $543.0K | 0.32% | +311+25.7% | Added |
| Johnson & White Wealth Management, LLC | 1,515 | $541.0K | 0.61% | +1,515 | New |
| Oak Thistle LLC | 1,511 | $540.0K | 1.95% | +81+5.7% | Added |
| Standard Family Office LLC | 1,500 | $536.0K | 0.24% | 00.0% | Unchanged |
| Doheny Asset Management | 1,500 | $536.0K | 0.54% | +1,500 | New |
| Halbert Hargrove Global Advisors, LLC | 1,499 | $535.0K | 0.04% | −107−6.7% | Reduced |
| PAX Financial Group, LLC | 1,498 | $535.0K | 0.14% | 00.0% | Unchanged |
| Summit X, LLC | 1,477 | $534.0K | 0.16% | +182+14.1% | Added |