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 |
|---|---|---|---|---|---|
| Investment Advisory Group, LLC | 1,209 | $432.0K | 0.30% | +1+0.1% | Added |
| Foster Victor Wealth Advisors, LLC | 1,156 | $432.0K | 0.06% | +8+0.7% | Added |
| Richard P Slaughter Associates Inc | 1,202 | $429.0K | 0.18% | +41+3.5% | Added |
| Knightsbridge Asset Management, LLC | 1,198 | $428.0K | 0.09% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 1,193 | $426.0K | 0.28% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 1,194 | $426.0K | 0.45% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,187 | $424.0K | 0.75% | +2+0.2% | Added |
| WoodTrust Financial Corp | 1,186 | $424.0K | 0.10% | 00.0% | Unchanged |
| Stonnington Group, LLC | 1,148 | $423.0K | 0.12% | −1,205−51.2% | Reduced |
| Wealthspan Partners, LLC | 1,184 | $423.0K | 0.44% | +54+4.8% | Added |
| Willow Creek Wealth Management Inc. | 1,178 | $421.0K | 0.08% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,156 | $421.0K | 0.33% | +4+0.3% | Added |
| Arbor Investment Advisors, LLC | 1,175 | $420.0K | 0.10% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 1,171 | $418.0K | 0.30% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 1,171 | $418.0K | 0.15% | +386+49.2% | Added |
| Ahrens Investment Partners LLC | 1,165 | $416.0K | 0.22% | −1,433−55.2% | Reduced |
| Sage Financial Management Group, Inc. | 1,166 | $416.0K | 0.37% | 00.0% | Unchanged |
| Somerville Kurt F | 1,160 | $415.0K | 0.08% | +620+114.8% | Added |
| AAFCPAs Wealth Management, LLC | 1,160 | $414.2K | 0.33% | −127−9.9% | Reduced |
| Unison Asset Management LLC | 1,158 | $414.0K | 0.37% | +1,158 | New |
| Karp Capital Management Corp | 1,156 | $413.0K | 0.08% | −1,366−54.2% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,157 | $413.0K | 0.23% | 00.0% | Unchanged |
| Marion Wealth Management | 1,157 | $413.0K | 0.21% | +147+14.6% | Added |
| FSM Wealth Advisors, LLC | 1,149 | $410.0K | 0.34% | +24+2.1% | Added |
| One Charles Private Wealth Services, LLC | 1,149 | $410.0K | 0.27% | −48−4.0% | Reduced |
| Truvestments Capital LLC | 1,142 | $408.0K | 0.26% | −3,837−77.1% | Reduced |
| Brio Consultants, LLC | 1,078 | $408.0K | 0.09% | +492+84.0% | Added |
| Enzi Wealth | 1,021 | $407.0K | 0.20% | +1,021 | New |
| Insight Wealth Partners, LLC | 1,137 | $406.0K | 0.40% | −9−0.8% | Reduced |
| JCP Investment Management, LLC | 1,136 | $406.0K | 0.29% | 00.0% | Unchanged |
| Addison Capital Co | 1,134 | $405.0K | 0.25% | +199+21.3% | Added |
| IVC Wealth Advisors LLC | 1,131 | $404.0K | 0.33% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 1,131 | $404.0K | 3.89% | +134+13.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,128 | $403.0K | 0.05% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,126 | $402.0K | 0.10% | −168−13.0% | Reduced |
| Essex Private Wealth Management, LLC | 1,125 | $402.0K | 1.60% | +18+1.6% | Added |
| Narwhal Capital Management | 1,124 | $401.0K | 0.06% | −1,306−53.7% | Reduced |
| Opes Wealth Management LLC | 1,123 | $401.0K | 0.16% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 1,120 | $400.0K | 0.34% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 1,029 | $400.0K | 0.36% | −90−8.0% | Reduced |
| Morris Retirement Advisors, LLC | 1,102 | $397.0K | 0.34% | −50−4.3% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,112 | $397.0K | 0.09% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 1,111 | $397.0K | 0.63% | +51+4.8% | Added |
| Abbot Financial Management, Inc. | 1,112 | $397.0K | 0.28% | +75+7.2% | Added |
| Stegner Investment Associates Inc. | 1,079 | $395.0K | 0.38% | −757−41.2% | Reduced |
| BCGM Wealth Management, LLC | 1,054 | $395.0K | 0.20% | 00.0% | Unchanged |
| Retirement Solution Inc. | 1,105 | $395.0K | 0.21% | +109+10.9% | Added |
| Colonial River Wealth Management, LLC | 1,102 | $394.0K | 0.27% | −327−22.9% | Reduced |
| Monarch Capital Management Inc | 1,097 | $394.0K | 0.13% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,099 | $393.0K | 0.12% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 1,100 | $393.0K | 0.34% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,098 | $392.0K | 0.24% | −22−2.0% | Reduced |
| Adell Harriman & Carpenter Inc | 1,091 | $389.7K | 0.05% | −140−11.4% | Reduced |
| Columbia Trust Co 01012016 | 1,089 | $389.0K | 0.22% | −10−0.9% | Reduced |
| Day & Ennis, LLC | 1,090 | $389.0K | 0.16% | +2+0.2% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,086 | $388.0K | 0.00% | −52,386−98.0% | Reduced |
| Sound Income Strategies, LLC | 1,086 | $388.0K | 0.06% | −558−33.9% | Reduced |
| Harrell Investment Partners, LLC | 1,081 | $386.0K | 0.16% | +1,081 | New |
| Saxon Interests, Inc. | 1,009 | $381.0K | 0.23% | −243−19.4% | Reduced |
| Balentine LLC | 1,067 | $381.0K | 0.01% | −10−0.9% | Reduced |
| American Research & Management Co. | 1,064 | $380.0K | 0.10% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,063 | $380.0K | 0.03% | +9+0.9% | Added |
| J.Safra Asset Management Corp | 135,784 | $380.0K | 6.33% | +124,117+1,063.8% | Added |
| Chilton Investment Co LLC | 1,058 | $378.0K | 0.01% | −3−0.3% | Reduced |
| Columbus Macro, LLC | 1,059 | $378.0K | 0.15% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,058 | $378.0K | 0.31% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,057 | $377.0K | 0.57% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,046 | $375.3K | 0.27% | 00.0% | Unchanged |
| Topel & Distasi Wealth Management, LLC | 949 | $375.0K | 0.21% | +12+1.3% | Added |
| Interactive Financial Advisors | 1,048 | $374.0K | 0.22% | −639−37.9% | Reduced |
| Eastover Investment Advisors LLC | 1,025 | $372.0K | 0.23% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 1,040 | $371.0K | 0.27% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,035 | $370.0K | 0.18% | +150+16.9% | Added |
| TPG Financial Advisors, LLC | 1,030 | $368.0K | 0.23% | 00.0% | Unchanged |
| RVW Wealth, LLC | 1,029 | $368.0K | 0.05% | +110+12.0% | Added |
| Axiom Investment Management LLC | 1,030 | $368.0K | 0.74% | +1,030 | New |
| Cornerstone Capital, Inc. | 1,028 | $367.0K | 0.05% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 1,028 | $367.0K | 0.21% | +2+0.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,028 | $367.0K | 0.07% | +86+9.1% | Added |
| Orleans Capital Management Corp | 1,024 | $366.0K | 0.31% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,024 | $365.0K | 0.35% | −29−2.8% | Reduced |
| Eudaimonia Advisors LLC | 1,023 | $365.0K | 0.26% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,021 | $364.0K | 0.38% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 1,009 | $364.0K | 0.33% | +32+3.3% | Added |
| Outlook Wealth Advisors, LLC | 1,014 | $363.0K | 0.16% | −21−2.0% | Reduced |
| Opus Capital Group, LLC | 1,017 | $363.0K | 0.08% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 1,017 | $363.0K | 0.02% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 1,014 | $362.0K | 0.12% | 00.0% | Unchanged |
| Keystone Financial Services | 951 | $361.0K | 0.21% | −3−0.3% | Reduced |
| Straight Path Wealth Management | 1,011 | $361.0K | 0.32% | +30+3.1% | Added |
| 3EDGE Asset Management, LP | 1,012 | $361.0K | 0.03% | +291+40.4% | Added |
| Peachtree Investment Partners, LLC | 1,008 | $360.0K | 0.24% | −534−34.6% | Reduced |
| America First Investment Advisors, LLC | 1,008 | $360.0K | 0.13% | −237−19.0% | Reduced |
| Magnolia Capital Advisors LLC | 1,007 | $360.0K | 0.30% | −7−0.7% | Reduced |
| Sadoff Investment Management LLC | 1,000 | $359.0K | 0.03% | 00.0% | Unchanged |
| Athena Investment Management | 1,006 | $359.0K | 0.30% | 00.0% | Unchanged |
| Dempze Nancy E | 1,004 | $359.0K | 0.38% | +1,004 | New |
| Sara-Bay Financial | 1,002 | $358.0K | 0.20% | +4+0.4% | Added |
| MYDA Advisors LLC | 1,000 | $357.0K | 0.20% | −5,000−83.3% | Reduced |
| Kim, LLC | 1,000 | $357.0K | 0.02% | −500−33.3% | Reduced |