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 |
|---|---|---|---|---|---|
| Watchman Group, Inc. | 1,000 | $357.0K | 0.22% | −180−15.3% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 1,001 | $357.0K | 0.25% | −77−7.1% | Reduced |
| Palisade Capital Management LLC | 1,000 | $357.0K | 0.01% | 00.0% | Unchanged |
| Capital Management Corp | 1,000 | $357.0K | 0.10% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,000 | $357.0K | 0.49% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 999 | $356.8K | 0.18% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 996 | $356.0K | 0.39% | +1+0.1% | Added |
| KCS Wealth Advisory | 994 | $355.0K | 0.16% | −20−2.0% | Reduced |
| Kathmere Capital Management, LLC | 991 | $354.0K | 0.07% | +211+27.1% | Added |
| EagleClaw Capital Managment, LLC | 985 | $352.0K | 0.10% | 00.0% | Unchanged |
| Bluestem Financial Advisors, LLC | 986 | $352.0K | 0.25% | 00.0% | Unchanged |
| Investors Research Corp | 983 | $351.0K | 0.11% | +17+1.8% | Added |
| Regal Wealth Group, Inc. | 953 | $351.0K | 0.27% | +4+0.4% | Added |
| Financial Services Advisory Inc | 982 | $351.0K | 1.28% | +213+27.7% | Added |
| Davis-Rea Ltd. | 975 | $350.0K | 0.22% | −975−50.0% | Reduced |
| Wealth Effects LLC | 980 | $350.0K | 0.21% | +1+0.1% | Added |
| Financial Life Advisors | 981 | $350.0K | 0.18% | +102+11.6% | Added |
| Essex Investment Management Co LLC | 981 | $350.0K | 0.06% | +906+1,208.0% | Added |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 977 | $349.0K | 0.20% | +180+22.6% | Added |
| Meridian Wealth Partners, LLC | 974 | $348.0K | 0.09% | +27+2.9% | Added |
| McRae Capital Management Inc | 972 | $347.0K | 0.11% | 00.0% | Unchanged |
| TD Capital Management LLC | 968 | $346.0K | 0.05% | −12−1.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 969 | $346.0K | 0.15% | +42+4.5% | Added |
| Northeast Financial Group, Inc. | 968 | $345.8K | 0.31% | +968 | New |
| Elmwood Wealth Management, Inc. | 965 | $345.0K | 0.17% | +281+41.1% | Added |
| Constitution Capital LLC | 963 | $344.0K | 0.23% | +20+2.1% | Added |
| Stone Asset Management Inc. | 959 | $342.0K | 0.22% | −49−4.9% | Reduced |
| Stewardship Advisors, LLC | 957 | $342.0K | 0.15% | +78+8.9% | Added |
| Thomas Story & Son LLC | 954 | $341.0K | 0.18% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 952 | $340.0K | 0.15% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 948 | $339.0K | 0.27% | +13+1.4% | Added |
| Stewart & Patten Co LLC | 950 | $339.0K | 0.07% | +950 | New |
| Financial Advisors, LLC | 949 | $338.0K | 0.12% | +352+59.0% | Added |
| Forum Private Client Group LLC | 944 | $337.0K | 0.25% | −51−5.1% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 942 | $336.0K | 0.25% | +942 | New |
| Cannon Financial Strategists, Inc. | 938 | $335.0K | 0.13% | −50−5.1% | Reduced |
| Cutler Capital Management, LLC | 935 | $334.0K | 0.15% | −3−0.3% | Reduced |
| TCTC Holdings, LLC | 936 | $334.0K | 0.01% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 930 | $332.0K | 0.10% | 00.0% | Unchanged |
| United Community Bank | 929 | $331.8K | 0.35% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 925 | $331.0K | 0.29% | +4+0.4% | Added |
| Pointe Capital Management LLC | 921 | $329.0K | 0.26% | +1+0.1% | Added |
| ICONIQ Capital, LLC | 912 | $327.0K | 0.00% | +3+0.3% | Added |
| Greytown Advisors Inc. | 904 | $324.0K | 0.20% | −51−5.3% | Reduced |
| Sawgrass Asset Management LLC | 908 | $324.0K | 0.05% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 905 | $323.0K | 0.20% | 00.0% | Unchanged |
| Advocate Group LLC | 902 | $322.0K | 0.08% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 900 | $322.0K | 0.02% | +247+37.8% | Added |
| Private Management Group Inc | 900 | $321.5K | 0.01% | −220−19.6% | Reduced |
| Martin & Co Inc | 900 | $321.0K | 0.10% | 00.0% | Unchanged |
| Ade, LLC | 898 | $321.0K | 0.36% | 00.0% | Unchanged |
| Mendel Money Management | 894 | $319.0K | 0.20% | +165+22.6% | Added |
| Decatur Capital Management, Inc. | 891 | $318.0K | 0.24% | +2+0.2% | Added |
| Diversified, LLC | 884 | $316.0K | 0.16% | +84+10.5% | Added |
| Court Place Advisors, LLC | 883 | $315.0K | 0.13% | −39−4.2% | Reduced |
| Next Capital Management LLC | 881 | $315.0K | 0.24% | +61+7.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 883 | $315.0K | 0.11% | +110+14.2% | Added |
| Retirement Guys Formula LLC | 878 | $314.0K | 0.33% | +878 | New |
| DeDora Capital, Inc. | 876 | $313.0K | 0.16% | −5−0.6% | Reduced |
| Smith Shellnut Wilson LLC | 877 | $313.0K | 0.21% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 877 | $313.0K | 0.16% | +113+14.8% | Added |
| Landaas & Co | 875 | $312.0K | 0.20% | +9+1.0% | Added |
| Blue Barn Wealth, LLC | 871 | $311.0K | 0.22% | +1+0.1% | Added |
| Greenspring Advisors, LLC | 867 | $310.0K | 0.10% | −288−24.9% | Reduced |
| American Money Management, LLC | 869 | $310.0K | 0.09% | +38+4.6% | Added |
| Bell Investment Advisors, Inc | 866 | $309.0K | 0.10% | −2,363−73.2% | Reduced |
| Mattern Wealth Management LLC | 864 | $309.0K | 0.12% | −175−16.8% | Reduced |
| M&R Capital Management Inc | 867 | $309.0K | 0.09% | +472+119.5% | Added |
| Surience Private Wealth LLC | 861 | $308.0K | 0.79% | −42,441−98.0% | Reduced |
| Mechanics Financial Corp | 862 | $308.0K | 0.20% | −75−8.0% | Reduced |
| Cross Staff Investments Inc | 862 | $308.0K | 0.34% | +2+0.2% | Added |
| Bank of Stockton | 860 | $307.0K | 0.12% | 00.0% | Unchanged |
| Rezny Wealth Management, Inc. | 861 | $307.0K | 0.12% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 855 | $305.4K | 0.04% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 856 | $305.0K | 0.07% | +136+18.9% | Added |
| JGP Wealth Management, LLC | 838 | $304.0K | 0.06% | −180−17.7% | Reduced |
| Strengthening Families & Communities, LLC | 854 | $304.0K | 0.16% | +4+0.5% | Added |
| Piscataqua Savings Bank | 850 | $304.0K | 0.29% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 849 | $303.5K | 0.08% | +53+6.7% | Added |
| Warren Street Wealth Advisors, LLC | 849 | $303.0K | 0.31% | +8+1.0% | Added |
| Concentric Capital Strategies, LP | 847 | $303.0K | 0.12% | +847 | New |
| New England Professional Planning Group Inc. | 844 | $301.0K | 0.21% | +153+22.1% | Added |
| Dohj, LLC | 840 | $300.0K | 0.20% | −20−2.3% | Reduced |
| Old Mission Investment Co LLC | 838 | $299.3K | 0.14% | +15+1.8% | Added |
| Colton Groome Financial Advisors, LLC | 838 | $299.0K | 0.15% | −270−24.4% | Reduced |
| Capstone Triton Financial Group, LLC | 833 | $298.0K | 0.25% | 00.0% | Unchanged |
| Ballast, Inc. | 836 | $298.0K | 0.15% | 00.0% | Unchanged |
| Partners in Financial Planning | 752 | $297.8K | 0.09% | +182+31.9% | Added |
| LPWM LLC | 832 | $297.0K | 0.18% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 832 | $297.0K | 0.08% | −10−1.2% | Reduced |
| Hanlon Investment Management, Inc. | 832 | $297.0K | 0.11% | +832 | New |
| DGS Capital Management, LLC | 830 | $296.5K | 0.20% | −19−2.2% | Reduced |
| Parker Investment Management, LLC | 829 | $296.0K | 0.10% | −8−1.0% | Reduced |
| Cheviot Value Management, LLC | 830 | $296.0K | 0.08% | +42+5.3% | Added |
| Mayfair Advisory Group, LLC | 804 | $295.0K | 0.42% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 823 | $294.0K | 0.24% | −32−3.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 821 | $293.0K | 0.04% | +1+0.1% | Added |
| Driehaus Capital Management LLC | 820 | $293.0K | 0.00% | +42+5.4% | Added |
| IronBridge Private Wealth, LLC | 818 | $292.0K | 0.25% | −1,946−70.4% | Reduced |
| RS Crum Inc. | 818 | $292.0K | 0.15% | −16−1.9% | Reduced |