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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| New England Asset Management Inc | 242,584 | $86.6M | 1.47% | +12,501+5.4% | Added |
| Eastern Bank | 242,550 | $86.6M | 4.95% | +9,290+4.0% | Added |
| Northeast Financial Consultants Inc | 240,430 | $85.9M | 6.29% | +18,768+8.5% | Added |
| Manchester Capital Management LLC | 239,596 | $85.6M | 14.91% | −10,673−4.3% | Reduced |
| Banco Santander, S.A. | 237,877 | $85.0M | 1.13% | −5,052−2.1% | Reduced |
| Hills Bank & Trust Co | 236,753 | $84.6M | 12.45% | +882+0.4% | Added |
| SCS Capital Management LLC | 234,953 | $84.3M | 2.49% | +12,924+5.8% | Added |
| Iridian Asset Management LLC | 234,600 | $83.8M | 8.32% | +9,600+4.3% | Added |
| FFT Wealth Management LLC | 232,487 | $83.0M | 11.60% | −51,685−18.2% | Reduced |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 232,248 | $83.0M | 6.18% | −300−0.1% | Reduced |
| Citadel Advisors LLC | 231,572 | $82.7M | 0.10% | +72,743+45.8% | Added |
| Edge Capital Group, LLC | 231,562 | $82.7M | 6.80% | +208,866+920.3% | Added |
| Lake Street Advisors Group, LLC | 230,733 | $82.4M | 5.98% | −8,163−3.4% | Reduced |
| Ballentine Partners, LLC | 230,420 | $82.3M | 2.85% | +1,097+0.5% | Added |
| Welch Capital Partners LLC | 229,502 | $82.0M | 26.86% | −612−0.3% | Reduced |
| Bank of Hawaii | 229,166 | $81.9M | 5.57% | +3,887+1.7% | Added |
| CIBC Private Wealth Group, LLC | 228,955 | $81.8M | 0.22% | +5,604+2.5% | Added |
| Berkshire Money Management, Inc. | 227,920 | $81.4M | 14.00% | −13,731−5.7% | Reduced |
| CWM, LLC | 227,596 | $81.3M | 0.65% | +6,794+3.1% | Added |
| Stock Yards Bank & Trust Co | 227,286 | $81.2M | 3.47% | +3,308+1.5% | Added |
| Silicon Valley Capital Partners | 226,994 | $81.1M | 17.59% | +488+0.2% | Added |
| Performa Ltd (US), LLC | 226,532 | $80.9M | 54.04% | 00.0% | Unchanged |
| Commerce Bank | 225,605 | $80.6M | 0.70% | −2,053−0.9% | Reduced |
| West Financial Advisors, LLC | 223,049 | $79.7M | 23.87% | +3,869+1.8% | Added |
| Gofen & Glossberg LLC | 219,986 | $78.6M | 2.22% | +1,772+0.8% | Added |
| Banque Pictet & Cie SA | 218,946 | $78.2M | 0.85% | +123,210+128.7% | Added |
| Pinnacle Financial Partners Inc | 217,908 | $77.8M | 2.82% | +12,634+6.2% | Added |
| First Horizon Advisors, Inc. | 217,194 | $77.6M | 3.11% | +7,170+3.4% | Added |
| Blue Bell Private Wealth Management, LLC | 216,601 | $77.4M | 27.70% | −7,746−3.5% | Reduced |
| Kestra Advisory Services, LLC | 215,991 | $77.1M | 0.83% | −52,807−19.6% | Reduced |
| Madison Asset Management, LLC | 213,637 | $76.3M | 1.29% | −21,258−9.1% | Reduced |
| Strategic Wealth Advisors Group, LLC | 211,367 | $75.5M | 3.24% | +7,532+3.7% | Added |
| Greenwich Wealth Management LLC | 211,311 | $75.5M | 8.05% | −594−0.3% | Reduced |
| Shepherd Financial Partners LLC | 209,501 | $74.8M | 14.60% | +535+0.3% | Added |
| EP Wealth Advisors, LLC | 209,167 | $74.7M | 1.69% | +38,660+22.7% | Added |
| Old National Bancorp | 207,988 | $74.3M | 2.52% | +2,524+1.2% | Added |
| Bokf, NA | 207,939 | $74.3M | 1.50% | +8,497+4.3% | Added |
| Webster Bank, N. A. | 207,551 | $74.1M | 10.74% | +1,218+0.6% | Added |
| Fort Washington Investment Advisors Inc | 206,737 | $73.8M | 0.62% | −12,864−5.9% | Reduced |
| Peapack Gladstone Financial Corp | 204,074 | $72.9M | 1.49% | +84,915+71.3% | Added |
| Pacific Capital Wealth Advisors, Inc | 202,997 | $72.5M | 19.75% | +49,143+31.9% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 198,736 | $72.3M | 6.00% | 00.0% | Unchanged |
| Teramo Advisors, LLC | 202,400 | $72.3M | 53.60% | +25,000+14.1% | Added |
| Dimension Capital Management LLC | 202,228 | $72.2M | 17.48% | +2,379+1.2% | Added |
| Pactiv General Employee Benefit Trust | 201,312 | $71.9M | 60.68% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 201,007 | $71.8M | 0.84% | +5,945+3.0% | Added |
| Pinnacle Associates Ltd | 200,918 | $71.8M | 1.65% | −13,868−6.5% | Reduced |
| Bank of Nova Scotia | 200,843 | $71.7M | 0.23% | −469,985−70.1% | Reduced |
| Metropolitan Life Insurance Co | 200,748 | $71.7M | 3.40% | −28,700−12.5% | Reduced |
| Atria Investments LLC | 199,890 | $71.4M | 1.58% | −49,030−19.7% | Reduced |
| Mizuho Securities USA LLC | 397,646 | $71.0M | 9.66% | −104,401−20.8% | Reduced |
| Stairway Partners, LLC | 197,591 | $70.6M | 11.46% | +1,946+1.0% | Added |
| Sargent Bickham Lagudis LLC | 197,549 | $70.6M | 6.31% | +11,461+6.2% | Added |
| Atria Wealth Solutions, Inc. | 195,113 | $69.8M | 1.21% | +63,761+48.5% | Added |
| Stephens Inc | 194,233 | $69.4M | 1.48% | +12,857+7.1% | Added |
| Governors Lane LP | 194,201 | $69.4M | 6.58% | −59,181−23.4% | Reduced |
| Ramsey Quantitative Systems | 194,180 | $69.4M | 100.00% | +104,962+117.6% | Added |
| Polar Asset Management Partners Inc. | 193,800 | $69.2M | 0.92% | +79,126+69.0% | Added |
| Bessemer Group Inc | 192,399 | $68.7M | 0.18% | −80,748−29.6% | Reduced |
| MCF Advisors LLC | 188,121 | $67.3M | 7.49% | −2,512−1.3% | Reduced |
| First Eagle Investment Management, LLC | 185,000 | $66.1M | 0.20% | +185,000 | New |
| GenTrust, LLC | 183,041 | $65.7M | 5.68% | −63,029−25.6% | Reduced |
| Montag A & Associates Inc | 183,005 | $65.7M | 4.55% | +15,245+9.1% | Added |
| Freestone Capital Holdings, LLC | 183,115 | $65.4M | 2.95% | −11,115−5.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 181,716 | $65.0M | 1.48% | +6,438+3.7% | Added |
| First National Trust Co | 181,738 | $64.9M | 3.78% | +2,387+1.3% | Added |
| M Holdings Securities, Inc. | 181,612 | $64.9M | 7.17% | +8,419+4.9% | Added |
| Verition Fund Management LLC | 180,679 | $64.5M | 0.89% | +74,471+70.1% | Added |
| Csenge Advisory Group | 180,547 | $64.5M | 5.35% | −9,277−4.9% | Reduced |
| Old Mission Capital LLC | 180,039 | $64.3M | 2.80% | +85,772+91.0% | Added |
| Strategic Point Investment Advisors, LLC | 179,543 | $64.1M | 17.94% | −1,271−0.7% | Reduced |
| Aristotle Capital Management, LLC | 179,497 | $64.1M | 0.15% | −78,919−30.5% | Reduced |
| St. Louis Trust Co | 170,949 | $63.9M | 18.28% | +17,465+11.4% | Added |
| Edmond de Rothschild Holding S.A. | 177,086 | $63.3M | 1.68% | −8,136−4.4% | Reduced |
| Rex Capital Advisors, LLC | 175,596 | $62.7M | 46.53% | +8,436+5.0% | Added |
| United Capital Financial Advisers, LLC | 175,444 | $62.7M | 0.37% | −5,714−3.2% | Reduced |
| Industrial Alliance Investment Management Inc. | 174,784 | $62.4M | 1.84% | +15,599+9.8% | Added |
| Conning Inc. | 173,096 | $61.8M | 2.19% | −26,001−13.1% | Reduced |
| Spectrum Management Group, LLC | 172,153 | $61.5M | 13.36% | +6,387+3.9% | Added |
| RBF Capital, LLC | 172,000 | $61.4M | 5.26% | +25,700+17.6% | Added |
| Cutler Group LP | 171,617 | $61.3M | 7.40% | +163,715+2,071.8% | Added |
| MBL Wealth, LLC | 169,883 | $60.7M | 13.09% | +28,601+20.2% | Added |
| Equitable Holdings, Inc. | 169,507 | $60.5M | 1.18% | +10,411+6.5% | Added |
| Diversified Trust Co | 169,186 | $60.4M | 2.73% | +3,742+2.3% | Added |
| CIBC Asset Management Inc | 168,790 | $60.3M | 0.27% | +5,071+3.1% | Added |
| Cetera Investment Advisers | 166,418 | $59.4M | 1.19% | −26,614−13.8% | Reduced |
| Wafra Inc. | 164,710 | $58.8M | 2.33% | +19,100+13.1% | Added |
| V2 Financial group LLC | 164,468 | $58.7M | 51.47% | −2,445−1.5% | Reduced |
| Independent Family Office, LLC | 163,889 | $58.5M | 28.86% | +122,605+297.0% | Added |
| 1st Source Bank | 163,532 | $58.4M | 4.25% | +2,190+1.4% | Added |
| Arrowstreet Capital, Limited Partnership | 162,855 | $58.2M | 0.09% | −21,771−11.8% | Reduced |
| Keel Point, LLC | 162,776 | $58.1M | 9.98% | +14,081+9.5% | Added |
| CV Advisors LLC | 160,392 | $57.3M | 56.33% | −6,940−4.1% | Reduced |
| Fort Point Capital Partners LLC | 159,576 | $57.0M | 10.61% | +8,037+5.3% | Added |
| Olympus Wealth Management, LLC | 158,928 | $56.8M | 24.49% | +52,141+48.8% | Added |
| Howard Capital Management Group, LLC | 158,111 | $56.5M | 7.14% | −1,059−0.7% | Reduced |
| Mizuho Securities Co. Ltd. | 153,979 | $55.0M | 18.63% | +63,957+71.0% | Added |
| Steward Partners Investment Advisory, LLC | 152,956 | $54.6M | 1.02% | +16,223+11.9% | Added |
| Main Management Fund Advisors LLC | 152,700 | $54.5M | 39.16% | +2,600+1.7% | Added |
| Jana Partners LLC | 152,543 | $54.5M | 4.73% | −265,379−63.5% | Reduced |