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 |
|---|---|---|---|---|---|
| Walled Lake Planning & Wealth Management, LLC | 604 | $216.0K | 0.15% | +2+0.3% | Added |
| Andrew Hill Investment Advisors, Inc. | 603 | $215.0K | 0.29% | 00.0% | Unchanged |
| Strategic Investment Management, LLC | 570 | $215.0K | 0.16% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 600 | $214.0K | 0.19% | −7−1.2% | Reduced |
| 3D/L Capital Management, LLC | 600 | $214.0K | 0.06% | 00.0% | Unchanged |
| United Bank | 598 | $214.0K | 0.14% | +53+9.7% | Added |
| Financial & Tax Architects, LLC | 599 | $214.0K | 0.08% | −11−1.8% | Reduced |
| Eagle Ridge Investment Management | 597 | $213.0K | 0.03% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 595 | $213.0K | 0.21% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 594 | $212.0K | 0.08% | −85−12.5% | Reduced |
| Moseley Investment Management Inc | 594 | $212.0K | 0.16% | +594 | New |
| Cadence Bank NA | 587 | $210.0K | 1.30% | −13,617−95.9% | Reduced |
| Twelve Points Wealth Management LLC | 587 | $210.0K | 0.16% | −50−7.8% | Reduced |
| Lincoln Capital LLC | 589 | $210.0K | 0.07% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 589 | $210.0K | 0.14% | +34+6.1% | Added |
| Brown Advisory Securities, LLC | 584 | $209.0K | 0.76% | −614−51.3% | Reduced |
| Jackson Wealth Management, LLC | 585 | $209.0K | 0.04% | +585 | New |
| Menard Financial Group LLC | 586 | $209.0K | 0.38% | +586 | New |
| Andesa Financial Management Inc. | 582 | $208.0K | 0.07% | −9,163−94.0% | Reduced |
| Coho Partners, Ltd. | 583 | $208.0K | 0.00% | −3,582−86.0% | Reduced |
| Hudock, Inc. | 583 | $208.0K | 0.07% | −37−6.0% | Reduced |
| Presidio Capital Management, LLC | 579 | $207.0K | 0.22% | −313−35.1% | Reduced |
| Brookmont Capital Management | 579 | $207.0K | 0.14% | −21−3.5% | Reduced |
| North Point Portfolio Managers Corp | 577 | $206.0K | 0.04% | 00.0% | Unchanged |
| Brown Financial Advisory | 576 | $206.0K | 0.20% | 00.0% | Unchanged |
| Astoria Strategic Wealth, Inc. | 575 | $205.0K | 0.09% | −430−42.8% | Reduced |
| Cascade Investment Advisors, Inc. | 531 | $205.0K | 0.18% | 00.0% | Unchanged |
| KilterHowling LLC | 571 | $204.1K | 0.25% | −2−0.3% | Reduced |
| Compton Capital Management Inc | 569 | $203.0K | 0.14% | −645−53.1% | Reduced |
| Apeiron RIA LLC | 567 | $203.0K | 0.09% | +567 | New |
| Parcion Private Wealth LLC | 566 | $202.0K | 0.02% | −48−7.8% | Reduced |
| Santori & Peters | 566 | $202.0K | 0.14% | +1+0.2% | Added |
| Baldrige Asset Management LLC | 565 | $202.0K | 0.10% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 565 | $201.9K | 0.20% | +2+0.4% | Added |
| Petix & Botte Co | 563 | $201.0K | 0.15% | +563 | New |
| Northwest Quadrant Wealth Management, LLC | 559 | $200.0K | 0.07% | +2+0.4% | Added |
| SWM Advisors | 561 | $200.0K | 0.19% | +9+1.6% | Added |
| Cabot Wealth Management Inc | 561 | $200.0K | 0.03% | +15+2.7% | Added |
| Pacific Center for Financial Services | 555 | $198.0K | 0.08% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 552 | $197.0K | 0.36% | +552 | New |
| Disciplined Equity Management, Inc. | 546 | $195.0K | 0.19% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 537 | $192.0K | 0.07% | +1+0.2% | Added |
| Lumature Wealth Partners, LLC | 535 | $191.0K | 0.10% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 531 | $190.0K | 0.14% | 00.0% | Unchanged |
| CKW Financial Group | 524 | $187.0K | 0.03% | +11+2.1% | Added |
| Level Financial Advisors, Inc. | 522 | $186.0K | 0.14% | −10−1.9% | Reduced |
| Highlander Capital Management, LLC | 520 | $186.0K | 0.11% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 509 | $182.0K | 19.61% | −5−1.0% | Reduced |
| Cohanzick Management, LLC | 500 | $179.0K | 0.04% | −4,500−90.0% | Reduced |
| Blackhill Capital Inc | 478 | $171.0K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 456 | $163.0K | 0.07% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $161.0K | 0.01% | – | New |
| Rockwood Wealth Management, LLC | 448 | $160.1K | 0.05% | −6−1.3% | Reduced |
| Rise Advisors, LLC | 406 | $145.0K | 0.12% | +72+21.6% | Added |
| STRS Ohio | 405 | $144.0K | 0.00% | −1,885−82.3% | Reduced |
| Dougherty Wealth Advisers LLC | 398 | $142.0K | 0.28% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 395 | $141.0K | 0.05% | −37−8.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 390 | $139.0K | 0.06% | 00.0% | Unchanged |
| Lee Financial Co | 376 | $134.0K | 0.03% | −25−6.2% | Reduced |
| Axim Planning & Wealth | 375 | $134.0K | 0.13% | +347+1,239.3% | Added |
| Sentry Investment Management LLC | 372 | $133.0K | 0.06% | −8,772−95.9% | Reduced |
| RWM Asset Management, LLC | 370 | $132.0K | 0.03% | 00.0% | Unchanged |
| Gleason Group, Inc. | 361 | $129.0K | 0.04% | +2+0.6% | Added |
| Coston, McIsaac & Partners | 359 | $128.0K | 0.06% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 357 | $127.0K | 0.11% | −116−24.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 356 | $127.0K | 0.12% | +14+4.1% | Added |
| Orion Capital Management LLC | 352 | $126.0K | 0.10% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 346 | $123.6K | 0.10% | +346 | New |
| Clearview Wealth Advisors LLC | 342 | $122.0K | 0.10% | +30+9.6% | Added |
| Elgethun Capital Management | 339 | $121.0K | 0.05% | −230−40.4% | Reduced |
| Western Pacific Wealth Management, LP | 336 | $120.0K | 0.12% | −708−67.8% | Reduced |
| Chandler Asset Management, Inc. | 337 | $120.0K | 0.03% | +337 | New |
| JCIC Asset Management Inc. | 305 | $118.0K | 0.05% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 325 | $116.0K | 0.09% | −25−7.1% | Reduced |
| WFA Asset Management Corp | 317 | $113.4K | 0.08% | +1+0.3% | Added |
| Absolute Capital Management, LLC | 310 | $111.9K | 0.15% | +310 | New |
| HBC Financial Services, PLLC | 313 | $111.0K | 0.10% | 00.0% | Unchanged |
| Field & Main Bank | 312 | $111.0K | 0.07% | −4−1.3% | Reduced |
| Cowen and Company, LLC | 37,500 | $111.0K | 0.01% | +37,500 | New |
| Stephens Consulting, LLC | 306 | $109.3K | 0.10% | +13+4.4% | Added |
| Avondale Wealth Management | 300 | $107.0K | 0.12% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 295 | $106.0K | 0.11% | +2+0.7% | Added |
| JJJ Advisors Inc. | 285 | $103.0K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 289 | $103.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 287 | $103.0K | 0.03% | +17+6.3% | Added |
| Sageworth Trust Co of South Dakota | 275 | $98.0K | 0.24% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 270 | $96.0K | 0.06% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 263 | $94.0K | 0.04% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 249 | $89.0K | 0.06% | −170−40.6% | Reduced |
| Avion Wealth | 225 | $80.0K | 0.02% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 212 | $76.0K | 0.05% | +212 | New |
| Goodman Advisory Group, LLC | 210 | $75.0K | 0.04% | 00.0% | Unchanged |
| PFS Partners, LLC | 208 | $74.3K | 0.08% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 204 | $73.0K | 0.03% | 00.0% | Unchanged |
| Norway Savings Bank | 204 | $73.0K | 0.04% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 202 | $72.0K | 0.02% | +40+24.7% | Added |
| Clear Street LLC | 200 | $71.0K | 0.01% | +100+100.0% | Added |
| Citizens National Bank Trust Department | 193 | $69.0K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 190 | $67.0K | 0.06% | 00.0% | Unchanged |
| Hoey Investments, Inc | 181 | $64.0K | 0.03% | +1+0.6% | Added |