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 |
|---|---|---|---|---|---|
| Colony Group LLC | 106,293 | $38.0M | 0.67% | +12,541+13.4% | Added |
| Brinker Capital Investments, LLC | 106,160 | $37.9M | 0.78% | −1,687−1.6% | Reduced |
| Tiedemann Advisors, LLC | 105,670 | $37.9M | 2.30% | −25,178−19.2% | Reduced |
| Public Sector Pension Investment Board | 105,959 | $37.8M | 0.33% | +30,558+40.5% | Added |
| Schroder Investment Management Group | 104,084 | $37.2M | 0.06% | −13,622−11.6% | Reduced |
| Strategic Wealth Partners Group LLC | 104,011 | $37.1M | 8.64% | +824+0.8% | Added |
| Global Retirement Partners, LLC | 95,910 | $37.0M | 2.80% | −3,962−4.0% | Reduced |
| Aua Capital Management, LLC | 102,617 | $36.7M | 24.21% | −5,278−4.9% | Reduced |
| Geneos Wealth Management Inc. | 102,242 | $36.5M | 2.51% | −28,141−21.6% | Reduced |
| HM Payson & Co | 101,355 | $36.2M | 0.99% | +339+0.3% | Added |
| Financial Engines Advisors L.L.C. | 100,098 | $35.9M | 0.12% | −7,433−6.9% | Reduced |
| Westpark Management, LLC | 100,000 | $35.7M | 49.85% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 99,574 | $35.6M | 19.10% | +5,598+6.0% | Added |
| Woodard & Co Asset Management Group Inc | 99,146 | $35.4M | 16.30% | +3,147+3.3% | Added |
| TLWM | 110,126 | $35.2M | 16.48% | −16,436−13.0% | Reduced |
| Kore Private Wealth LLC | 98,396 | $35.1M | 6.35% | +1,033+1.1% | Added |
| LGL Partners, LLC | 98,034 | $35.0M | 7.29% | −47,941−32.8% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 97,982 | $35.0M | 1.50% | −1,412,232−93.5% | Reduced |
| DeepCurrents Investment Group LLC | 97,776 | $34.9M | 1.47% | +76,869+367.7% | Added |
| Omers Administration Corp | 97,485 | $34.8M | 0.58% | −6,000−5.8% | Reduced |
| German American Bancorp, Inc. | 97,160 | $34.7M | 6.02% | −83,393−46.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 96,998 | $34.6M | 1.82% | −1,155−1.2% | Reduced |
| Summit Financial, LLC | 96,547 | $34.6M | 3.28% | +4,382+4.8% | Added |
| Crewe Advisors LLC | 96,886 | $34.6M | 6.25% | +9,020+10.3% | Added |
| Graypoint LLC | 95,560 | $34.1M | 4.39% | −707−0.7% | Reduced |
| Atticus Wealth Management, LLC | 90,455 | $34.1M | 16.50% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 95,068 | $34.0M | 6.42% | −1,000−1.0% | Reduced |
| Greenhouse Wealth Management, LLC | 94,728 | $33.8M | 37.58% | +2,724+3.0% | Added |
| Fluent Financial, LLC | 94,056 | $33.6M | 18.43% | +3,225+3.6% | Added |
| NTV Asset Management LLC | 92,960 | $33.2M | 6.98% | +16,016+20.8% | Added |
| American Portfolios Advisors | 92,537 | $33.1M | 1.40% | −2,172−2.3% | Reduced |
| Prio Wealth Limited Partnership | 92,385 | $33.0M | 1.41% | +350+0.4% | Added |
| Atlantic Private Wealth, LLC | 92,352 | $33.0M | 37.11% | −1,396−1.5% | Reduced |
| Beacon Pointe Advisors, LLC | 92,047 | $32.9M | 0.74% | +15,073+19.6% | Added |
| Proficio Capital Partners LLC | 91,100 | $32.5M | 5.99% | +59,520+188.5% | Added |
| Integrated Advisors Network LLC | 90,588 | $32.4M | 2.20% | +43,026+90.5% | Added |
| Dynamic Advisor Solutions LLC | 90,436 | $32.3M | 2.46% | +7,019+8.4% | Added |
| Westshore Wealth, LLC | 90,363 | $32.3M | 22.22% | +2,820+3.2% | Added |
| SNS Financial Group, LLC | 89,678 | $32.2M | 4.67% | −332−0.4% | Reduced |
| Eos Management, L.P. | 89,950 | $32.1M | 33.78% | −3,981−4.2% | Reduced |
| Joel Isaacson & Co., LLC | 89,788 | $32.1M | 2.77% | +12,348+15.9% | Added |
| ASB Consultores, LLC | 89,117 | $31.8M | 14.96% | +8,368+10.4% | Added |
| Trinity Financial Advisors LLC | 88,704 | $31.7M | 22.96% | +859+1.0% | Added |
| Allen Investment Management LLC | 88,266 | $31.5M | 0.54% | −25,030−22.1% | Reduced |
| Daniels&Tansey,LLP | 87,951 | $31.4M | 13.04% | −725−0.8% | Reduced |
| Sigma Planning Corp | 87,871 | $31.4M | 1.20% | +609+0.7% | Added |
| Atalanta Sosnoff Capital, LLC | 87,235 | $31.2M | 0.98% | −189−0.2% | Reduced |
| Park Avenue Securities LLC | 87,205 | $31.1M | 0.62% | −6,581−7.0% | Reduced |
| J.W. Cole Advisors, Inc. | 86,938 | $31.1M | 2.59% | +6,226+7.7% | Added |
| Retirement Income Solutions, Inc | 85,302 | $30.9M | 11.11% | −1,198−1.4% | Reduced |
| Wind River Trust Co | 86,496 | $30.9M | 16.55% | +17,383+25.2% | Added |
| Drexel Morgan & Co. | 86,261 | $30.8M | 7.40% | +300.0% | Added |
| BlueCrest Capital Management Ltd | 85,814 | $30.7M | 2.98% | +65,814+329.1% | Added |
| Nicholas Hoffman & Company, LLC. | 85,591 | $30.6M | 1.44% | −5,124−5.6% | Reduced |
| Qube Research & Technologies Ltd | 85,222 | $30.4M | 0.19% | +85,222 | New |
| Covington Capital Management | 84,928 | $30.3M | 1.31% | −413−0.5% | Reduced |
| Amundi | 80,444 | $30.3M | 0.02% | −6,784−7.8% | Reduced |
| National Asset Management, Inc. | 84,441 | $30.2M | 0.91% | +32,158+61.5% | Added |
| Change Path, LLC | 84,166 | $30.1M | 1.81% | −5,610−6.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 84,051 | $30.0M | 1.52% | −89,684−51.6% | Reduced |
| Aj Wealth Strategies, LLC | 83,214 | $29.7M | 1.73% | −7,520−8.3% | Reduced |
| WestEnd Advisors, LLC | 83,203 | $29.7M | 1.00% | +44,934+117.4% | Added |
| Kent Ziegler | 83,158 | $29.7M | 22.48% | −24,111−22.5% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 82,894 | $29.6M | 9.07% | +2,808+3.5% | Added |
| Greenleaf Trust | 81,869 | $29.2M | 0.43% | +65,751+407.9% | Added |
| Pinebridge Investments, L.P. | 81,572 | $29.1M | 0.38% | +51,712+173.2% | Added |
| Cornerstone Wealth Group, LLC | 81,379 | $29.1M | 6.42% | +7,307+9.9% | Added |
| Intercontinental Wealth Advisors, LLC | 81,076 | $29.0M | 9.09% | −42,534−34.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 80,872 | $28.9M | 0.34% | +4,025+5.2% | Added |
| Lutz Financial Services LLC | 80,851 | $28.9M | 3.95% | −390−0.5% | Reduced |
| Symmetry Investments LP | 80,823 | $28.9M | 16.27% | −16,277−16.8% | Reduced |
| Azora Capital LP | 80,803 | $28.9M | 4.28% | +80,803 | New |
| Chicago Partners Investment Group LLC | 75,914 | $28.8M | 2.06% | +3,761+5.2% | Added |
| American Asset Management Inc. | 80,638 | $28.8M | 34.92% | −1,657−2.0% | Reduced |
| Edgewood Management LLC | 80,588 | $28.8M | 0.10% | −128,967−61.5% | Reduced |
| Bell Bank | 80,415 | $28.7M | 3.67% | −1,584−1.9% | Reduced |
| Gainplan LLC | 79,944 | $28.6M | 29.91% | −72,271−47.5% | Reduced |
| Wetherby Asset Management Inc | 79,337 | $28.3M | 2.00% | −7,114−8.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 78,951 | $28.2M | 1.55% | +53,587+211.3% | Added |
| Boston Family Office LLC | 78,831 | $28.2M | 2.50% | +1,514+2.0% | Added |
| Victory Capital Management Inc | 78,234 | $27.9M | 0.03% | +52,770+207.2% | Added |
| Wealthcare Advisory Partners LLC | 78,179 | $27.9M | 1.59% | +4,146+5.6% | Added |
| NewSquare Capital LLC | 78,042 | $27.9M | 3.48% | +1,351+1.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 76,283 | $27.7M | 0.62% | +29,900+64.5% | Added |
| Crestwood Advisors Group LLC | 77,183 | $27.6M | 0.98% | −4,984−6.1% | Reduced |
| Western Wealth Management, LLC | 76,826 | $27.6M | 1.58% | +1,354+1.8% | Added |
| Argent Trust Co | 76,812 | $27.4M | 1.99% | +79+0.1% | Added |
| HMS Capital Management, LLC | 76,775 | $27.4M | 16.64% | −373−0.5% | Reduced |
| Saiph Capital, LLC | 76,545 | $27.3M | 21.34% | +1,776+2.4% | Added |
| Equitec Proprietary Markets, LLC | 76,302 | $27.3M | 12.07% | +76,302 | New |
| ExodusPoint Capital Management, LP | 76,097 | $27.2M | 0.38% | +29,891+64.7% | Added |
| YorkBridge Wealth Partners, LLC | 76,023 | $27.2M | 7.00% | +308+0.4% | Added |
| Payden & Rygel | 75,427 | $26.9M | 1.58% | −13,957−15.6% | Reduced |
| Legacy Wealth Management, LLC | 75,291 | $26.9M | 18.15% | −1,755−2.3% | Reduced |
| Evergreen Advisors, LLC | 74,872 | $26.7M | 11.26% | −798−1.1% | Reduced |
| Flputnam Investment Management Co | 74,871 | $26.7M | 1.04% | −14,034−15.8% | Reduced |
| Hantz Financial Services, Inc. | 74,723 | $26.7M | 0.92% | +4,818+6.9% | Added |
| Eaton Vance Management | 74,507 | $26.6M | 0.04% | −8,327−10.1% | Reduced |
| Anfield Capital Management, LLC | 74,488 | $26.6M | 12.68% | +1,705+2.3% | Added |
| Foundations Investment Advisors, LLC | 74,226 | $26.5M | 1.16% | −680−0.9% | Reduced |