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 |
|---|---|---|---|---|---|
| Arvest Trust Co N A | 151,787 | $54.2M | 3.73% | +3,590+2.4% | Added |
| Clal Insurance Enterprises Holdings Ltd | 151,211 | $54.2M | 0.74% | +9,436+6.7% | Added |
| Ensign Peak Advisors, Inc | 151,305 | $54.0M | 0.13% | +150,000+11,494.3% | Added |
| Venturi Wealth Management, LLC | 150,548 | $53.8M | 5.17% | +7,730+5.4% | Added |
| Gladstone Institutional Advisory LLC | 150,313 | $53.7M | 4.20% | +47,272+45.9% | Added |
| Bradley Foster & Sargent Inc | 150,266 | $53.7M | 1.48% | +2,480+1.7% | Added |
| Lincoln National Corp | 149,679 | $53.5M | 1.32% | −348−0.2% | Reduced |
| Turim 21 Investimentos Ltda. | 149,504 | $53.4M | 45.73% | +70,099+88.3% | Added |
| Mizuho Markets Americas LLC | 148,800 | $53.1M | 2.43% | +144,615+3,455.6% | Added |
| Portland Global Advisors LLC | 148,124 | $52.9M | 10.58% | −1,096−0.7% | Reduced |
| Proffitt & Goodson Inc | 148,019 | $52.9M | 11.43% | −3,973−2.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 147,992 | $52.9M | 0.44% | +147,992 | New |
| Global Endowment Management, LP | 147,000 | $52.5M | 5.30% | 00.0% | Unchanged |
| Scotia Capital Inc. | 145,786 | $52.1M | 0.42% | −6,713−4.4% | Reduced |
| Lowe Wealth Advisors, LLC | 144,593 | $51.6M | 30.40% | −3,043−2.1% | Reduced |
| Connectus Wealth, LLC | 144,283 | $51.5M | 1.07% | +26,403+22.4% | Added |
| Guggenheim Capital LLC | 142,445 | $50.9M | 0.47% | +98+0.1% | Added |
| Haverford Trust Co | 141,617 | $50.6M | 0.69% | +8,593+6.5% | Added |
| Jabodon PT Co | 141,546 | $50.6M | 68.19% | +14,946+11.8% | Added |
| Avantax Advisory Services, Inc. | 141,367 | $50.5M | 0.78% | +10,177+7.8% | Added |
| Avalon Investment & Advisory | 141,333 | $50.5M | 1.56% | −9,155−6.1% | Reduced |
| Cumberland Advisors Inc | 141,283 | $50.5M | 20.09% | −47,568−25.2% | Reduced |
| Capula Management Ltd | 139,781 | $49.9M | 6.13% | −77,291−35.6% | Reduced |
| Curtis Advisory Group, LLC | 139,310 | $49.8M | 20.44% | +520.0% | Added |
| Asset Management One Co.,Ltd. | 139,100 | $49.7M | 0.25% | −37,150−21.1% | Reduced |
| Glenview Trust Co | 137,596 | $49.1M | 1.86% | +15,169+12.4% | Added |
| Financial Advisory Group | 137,294 | $49.0M | 11.05% | −725−0.5% | Reduced |
| Financial Counselors Inc | 136,482 | $48.7M | 1.20% | +1,914+1.4% | Added |
| Citizens Financial Group Inc | 136,429 | $48.7M | 2.16% | +8,404+6.6% | Added |
| Minot Capital, LP | 135,341 | $48.3M | 13.12% | −120,164−47.0% | Reduced |
| Beacon Capital Management, LLC | 127,232 | $47.9M | 15.95% | −58,048−31.3% | Reduced |
| Brown Brothers Harriman & Co | 133,918 | $47.8M | 0.45% | −18,410−12.1% | Reduced |
| Bank Hapoalim BM | 132,638 | $47.4M | 5.96% | +83,787+171.5% | Added |
| Keystone Financial Group | 132,381 | $47.3M | 9.59% | +4,479+3.5% | Added |
| Fiera Capital Corp | 131,961 | $47.1M | 0.17% | −19,931−13.1% | Reduced |
| Venture Visionary Partners LLC | 131,017 | $46.8M | 3.80% | +3,769+3.0% | Added |
| IFG Advisory, LLC | 130,761 | $46.7M | 4.25% | +33,074+33.9% | Added |
| Moneta Group Investment Advisors LLC | 130,623 | $46.7M | 1.78% | −13,836−9.6% | Reduced |
| White Mountains Insurance Group Ltd | 130,000 | $46.4M | 23.85% | +130,000 | New |
| CSM Advisors, LLC | 129,440 | $46.2M | 5.12% | −78,311−37.7% | Reduced |
| NSI Retail Advisors, LLC | 129,440 | $46.2M | 14.23% | −45,700−26.1% | Reduced |
| HN Saltoro Capital, LP | 129,300 | $46.2M | 49.57% | +129,300 | New |
| Belpointe Asset Management LLC | 145,789 | $46.2M | 3.12% | −70,122−32.5% | Reduced |
| Klingman & Associates, LLC | 128,425 | $45.9M | 4.50% | −343−0.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 127,828 | $45.7M | 0.79% | +889+0.7% | Added |
| Camden Capital, LLC | 126,870 | $45.3M | 10.52% | −3,609−2.8% | Reduced |
| Crescent Grove Advisors, LLC | 126,127 | $45.3M | 5.23% | −972−0.8% | Reduced |
| Evolution Wealth Advisors, LLC | 126,500 | $45.2M | 12.39% | +9,957+8.5% | Added |
| Berkshire Bank | 125,461 | $44.8M | 13.71% | +2,068+1.7% | Added |
| Yousif Capital Management, LLC | 124,921 | $44.6M | 0.63% | +32,505+35.2% | Added |
| Castleark Management LLC | 124,800 | $44.6M | 2.48% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 124,692 | $44.5M | 1.00% | −3,135−2.5% | Reduced |
| Archetype Wealth Partners | 124,182 | $44.4M | 13.25% | −1,478−1.2% | Reduced |
| AIA Group Ltd | 123,500 | $44.1M | 2.89% | +4,400+3.7% | Added |
| Evoke Wealth, LLC | 122,565 | $44.0M | 1.78% | +506+0.4% | Added |
| State of Wisconsin Investment Board | 122,683 | $43.8M | 0.14% | +9,290+8.2% | Added |
| Heritage Wealth Advisors | 122,671 | $43.8M | 3.18% | +5,123+4.4% | Added |
| Luxor Capital Group, LP | 122,400 | $43.7M | 3.73% | −92,600−43.1% | Reduced |
| Washington Trust Co | 121,591 | $43.4M | 2.19% | −381−0.3% | Reduced |
| TCW Group Inc | 120,794 | $43.1M | 0.63% | −2,514−2.0% | Reduced |
| SlateStone Wealth, LLC | 120,395 | $43.0M | 11.44% | −530−0.4% | Reduced |
| Sandy Spring Bank | 120,358 | $43.0M | 2.73% | −1,699−1.4% | Reduced |
| Tudor Investment Corp Et Al | 120,096 | $42.9M | 1.05% | +120,096 | New |
| Boothbay Fund Management, LLC | 119,883 | $42.8M | 1.46% | −19,337−13.9% | Reduced |
| Connors Investor Services Inc | 119,613 | $42.7M | 5.59% | −800−0.7% | Reduced |
| Waldron Private Wealth LLC | 118,992 | $42.7M | 2.65% | +94+0.1% | Added |
| MUFG Americas Holdings Corp | 118,473 | $42.3M | 1.05% | −3,462−2.8% | Reduced |
| Bremer Bank National Association | 118,007 | $42.1M | 9.40% | −12,984−9.9% | Reduced |
| Capital Advisors, Ltd. LLC | 117,464 | $42.0M | 8.17% | +361+0.3% | Added |
| Slow Capital, Inc. | 116,908 | $41.8M | 9.02% | +116,908 | New |
| Oppenheimer Asset Management Inc. | 116,666 | $41.7M | 0.74% | +12,617+12.1% | Added |
| Gladius Capital Management LP | 116,208 | $41.5M | 6.91% | −90,893−43.9% | Reduced |
| Investment House LLC | 116,117 | $41.5M | 3.87% | −3,852−3.2% | Reduced |
| Granger Management LLC | 115,362 | $41.3M | 12.76% | +75,161+187.0% | Added |
| Farmers Trust Co | 115,070 | $41.1M | 10.28% | +23,109+25.1% | Added |
| Novare Capital Management LLC | 114,343 | $40.8M | 5.23% | −5,947−4.9% | Reduced |
| Simmons Bank | 114,200 | $40.8M | 3.80% | +2,159+1.9% | Added |
| Cambridge Associates LLC | 113,973 | $40.7M | 3.34% | +44,405+63.8% | Added |
| Kozak & Associates, Inc. | 113,719 | $40.7M | 25.67% | −316−0.3% | Reduced |
| Berkeley Capital Partners, LLC | 113,285 | $40.5M | 17.51% | +1,141+1.0% | Added |
| BCJ Capital Management, LLC | 113,165 | $40.4M | 4.25% | −17,559−13.4% | Reduced |
| Ninepoint Partners LP | 112,900 | $40.3M | 6.78% | −2,500−2.2% | Reduced |
| Zeke Capital Advisors, LLC | 112,390 | $40.1M | 2.92% | +87+0.1% | Added |
| Consolidated Investment Group LLC | 112,170 | $40.1M | 8.69% | −4,800−4.1% | Reduced |
| Lockheed Martin Investment Management Co | 112,000 | $40.0M | 3.22% | −33,000−22.8% | Reduced |
| Johnson Investment Counsel Inc | 111,849 | $40.0M | 0.59% | +841+0.8% | Added |
| Regions Financial Corp | 111,593 | $39.9M | 0.40% | +9,246+9.0% | Added |
| AXA S.A. | 111,543 | $39.8M | 0.16% | +69,456+165.0% | Added |
| Busey Wealth Management | 111,033 | $39.7M | 1.96% | −223−0.2% | Reduced |
| IHT Wealth Management, LLC | 110,884 | $39.6M | 3.01% | +16,139+17.0% | Added |
| RMB Capital Management, LLC | 110,046 | $39.3M | 1.46% | −7,916−6.7% | Reduced |
| Allie Family Office LLC | 109,734 | $39.3M | 33.79% | −8,480−7.2% | Reduced |
| Senator Investment Group LP | 110,000 | $39.3M | 3.57% | +100,000+1,000.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 109,694 | $39.2M | 0.17% | −1,145−1.0% | Reduced |
| Wade G W & Inc | 109,311 | $39.0M | 1.91% | −1,217−1.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 109,000 | $38.9M | 13.22% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 108,018 | $38.6M | 1.82% | −3,319−3.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 107,169 | $38.3M | 1.83% | +2,127+2.0% | Added |
| D.A. Davidson & Co. | 106,644 | $38.2M | 0.50% | +5,750+5.7% | Added |
| Regentatlantic Capital LLC | 106,354 | $38.0M | 1.14% | +343+0.3% | Added |