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 |
|---|---|---|---|---|---|
| RPg Family Wealth Advisory, LLC | 739 | $292.0K | 0.15% | +19+2.6% | Added |
| Oak Asset Management, LLC | 815 | $291.0K | 0.14% | −1,355−62.4% | Reduced |
| Bridges Investment Management Inc | 816 | $291.0K | 0.01% | 00.0% | Unchanged |
| Check Capital Management Inc | 816 | $291.0K | 0.03% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 811 | $290.0K | 0.21% | +3+0.4% | Added |
| Macroview Investment Management LLC | 809 | $289.0K | 0.53% | −242−23.0% | Reduced |
| PSI Advisors, LLC | 808 | $289.0K | 0.15% | −20−2.4% | Reduced |
| OneAscent Financial Services LLC | 807 | $289.0K | 0.11% | +248+44.4% | Added |
| SevenBridge Financial Group, LLC | 804 | $287.0K | 0.10% | −24−2.9% | Reduced |
| Fullen Financial Group | 744 | $287.0K | 0.18% | +25+3.5% | Added |
| Triune Financial Partners, LLC | 803 | $286.7K | 0.16% | −41−4.9% | Reduced |
| Bollard Group LLC | 800 | $286.0K | 0.01% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 802 | $286.0K | 0.16% | +3+0.4% | Added |
| Corrigan Financial, Inc. | 799 | $285.3K | 0.11% | −21−2.6% | Reduced |
| O'Brien Wealth Partners LLC | 797 | $285.0K | 0.12% | −24−2.9% | Reduced |
| Grant Street Asset Management, Inc. | 798 | $285.0K | 0.13% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 795 | $284.0K | 0.25% | 00.0% | Unchanged |
| Wealthsimple Inc. | 790 | $282.0K | 0.01% | +51+6.9% | Added |
| Evergreen Wealth Solutions, LLC | 790 | $282.0K | 0.40% | +790 | New |
| AIMZ Investment Advisors, LLC | 787 | $281.0K | 0.14% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 783 | $280.0K | 0.08% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 781 | $279.0K | 0.15% | 00.0% | Unchanged |
| RDA Financial Network | 778 | $278.0K | 0.15% | −32−4.0% | Reduced |
| Vision Capital Management, Inc. | 778 | $278.0K | 0.06% | +85+12.3% | Added |
| Concorde Asset Management, LLC | 776 | $278.0K | 0.31% | +137+21.4% | Added |
| Financial Sense Advisors, Inc. | 776 | $277.0K | 0.12% | −57−6.8% | Reduced |
| Eagle Harbor Asset Management Inc | 773 | $276.1K | 0.48% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 771 | $275.0K | 0.19% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 770 | $275.0K | 0.13% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 728 | $272.0K | 0.15% | +20+2.8% | Added |
| Mendel Capital Management LLC | 759 | $271.0K | 0.32% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 758 | $271.0K | 0.19% | +758 | New |
| Arden Trust Co | 756 | $270.0K | 0.07% | −9,893−92.9% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 756 | $270.0K | 0.38% | −70−8.5% | Reduced |
| Maryland Capital Advisors Inc. | 750 | $268.0K | 0.28% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 745 | $266.0K | 0.16% | −50−6.3% | Reduced |
| Strategic Investment Advisors | 738 | $263.0K | 0.06% | −263−26.3% | Reduced |
| Pflug Koory, LLC | 733 | $262.0K | 0.16% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 731 | $261.0K | 0.18% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 719 | $257.0K | 0.07% | −324−31.1% | Reduced |
| Legacy Wealth Planning, LLC | 719 | $257.0K | 0.43% | −300−29.4% | Reduced |
| Avaii Wealth Management, LLC | 716 | $256.0K | 0.27% | +32+4.7% | Added |
| Canton Hathaway, LLC | 710 | $254.0K | 0.09% | +300+73.2% | Added |
| James Reed Financial Services, Inc. | 711 | $253.0K | 0.38% | −33−4.4% | Reduced |
| Morling Financial Advisors, LLC | 709 | $253.0K | 0.34% | +709 | New |
| Zullo Investment Group, Inc. | 706 | $252.0K | 0.16% | +36+5.4% | Added |
| TRUE Private Wealth Advisors | 707 | $252.0K | 0.04% | +707 | New |
| AF Advisors, Inc. | 700 | $250.0K | 0.16% | −75−9.7% | Reduced |
| Bridgecreek Investment Management, LLC | 700 | $250.0K | 0.05% | 00.0% | Unchanged |
| Affiance Financial, LLC | 700 | $250.0K | 0.14% | +700 | New |
| Robbins Farley LLC | 700 | $250.0K | 0.21% | +700 | New |
| Elm Partners Management LLC | 696 | $249.0K | 0.03% | −2,374−77.3% | Reduced |
| Safeguard Financial, LLC | 698 | $249.0K | 0.23% | −55−7.3% | Reduced |
| Southland Equity Partners LLC | 697 | $249.0K | 0.12% | 00.0% | Unchanged |
| Somerset Trust Co | 692 | $247.0K | 0.12% | 00.0% | Unchanged |
| First Financial Corp | 685 | $245.0K | 0.16% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 683 | $244.0K | 0.24% | −3,803−84.8% | Reduced |
| Planning Directions Inc | 683 | $244.0K | 0.20% | +1+0.1% | Added |
| MJP Associates Inc | 684 | $244.0K | 0.07% | +684 | New |
| Altus Wealth Group LLC | 566 | $243.0K | 0.24% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 676 | $242.0K | 0.15% | +676 | New |
| Miller Wealth Advisors, LLC | 640 | $241.0K | 0.20% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 667 | $238.3K | 0.17% | −13−1.9% | Reduced |
| 180 Wealth Advisors, LLC | 666 | $238.0K | 0.07% | 00.0% | Unchanged |
| Quest Investment Management LLC | 666 | $238.0K | 0.03% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 667 | $238.0K | 0.08% | +667 | New |
| Socha Financial Group, LLC | 663 | $236.8K | 0.20% | +663 | New |
| Baugh & Associates, LLC | 661 | $236.0K | 0.17% | +9+1.4% | Added |
| Beacon Capital Management, Inc. | 655 | $234.0K | 0.01% | −34,950−98.2% | Reduced |
| FC Advisory LLC | 656 | $234.0K | 0.12% | +1+0.2% | Added |
| GoalVest Advisory LLC | 650 | $232.0K | 0.16% | +650 | New |
| Legacy Bridge, LLC | 647 | $231.0K | 0.18% | 00.0% | Unchanged |
| Hill Island Financial LLC | 648 | $231.0K | 0.11% | +3+0.5% | Added |
| Braun-Bostich & Associates Inc. | 648 | $231.0K | 0.71% | +3+0.5% | Added |
| Notis-McConarty Edward | 645 | $230.0K | 0.10% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 641 | $230.0K | 0.21% | −1−0.2% | Reduced |
| McNaughton Wealth Management, LLC | 644 | $230.0K | 0.17% | +644 | New |
| New Capital Management LP | 641 | $229.0K | 0.13% | −4−0.6% | Reduced |
| Planning Center, Inc. | 641 | $229.0K | 0.18% | 00.0% | Unchanged |
| Costello Asset Management, INC | 641 | $229.0K | 0.22% | +31+5.1% | Added |
| Total Investment Management Inc | 638 | $228.0K | 0.05% | −125,882−99.5% | Reduced |
| Hill Investment Group Partners, LLC | 637 | $227.5K | 0.07% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 638 | $227.0K | 0.11% | −10−1.5% | Reduced |
| Provident Wealth Management, LLC | 635 | $227.0K | 0.14% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 622 | $227.0K | 0.12% | +622 | New |
| Bowman & Co S.C. | 630 | $225.0K | 0.20% | +1+0.2% | Added |
| James J. Burns & Company, LLC | 630 | $225.0K | 0.10% | +630 | New |
| Chemung Canal Trust Co | 626 | $224.0K | 0.06% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 623 | $223.0K | 0.08% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 624 | $223.0K | 0.08% | +296+90.2% | Added |
| M. Kulyk & Associates, LLC | 622 | $222.0K | 0.08% | 00.0% | Unchanged |
| Sicart Associates LLC | 615 | $221.0K | 0.08% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 620 | $221.0K | 0.23% | +620 | New |
| LFS Asset Management | 616 | $220.0K | 0.22% | −502−44.9% | Reduced |
| Oak Family Advisors, LLC | 613 | $219.0K | 0.14% | +18+3.0% | Added |
| Willner & Heller, LLC | 612 | $219.0K | 0.35% | +612 | New |
| Bay Harbor Wealth Management, LLC | 609 | $218.0K | 0.10% | −106−14.8% | Reduced |
| Peloton Wealth Strategists | 610 | $218.0K | 0.11% | −90−12.9% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 609 | $217.0K | 0.15% | +29+5.0% | Added |
| Ambassador Advisors, LLC | 605 | $217.0K | 0.05% | +605 | New |