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 |
|---|---|---|---|---|---|
| Steel Peak Wealth Management LLC | 73,843 | $26.5M | 2.00% | −12,802−14.8% | Reduced |
| Bryn Mawr Trust Co | 73,757 | $26.3M | 1.29% | +637+0.9% | Added |
| Robertson Stephens Wealth Management, LLC | 73,403 | $26.3M | 2.97% | +4,387+6.4% | Added |
| Capital Advisors Inc | 73,516 | $26.3M | 0.82% | +30,183+69.7% | Added |
| Caldwell Trust Co | 73,489 | $26.2M | 3.90% | +2,723+3.8% | Added |
| Capital Wealth Planning, LLC | 87,118 | $26.1M | 0.48% | +12,612+16.9% | Added |
| Vantage Financial Partners Ltd., Inc. | 73,016 | $26.1M | 16.86% | +826+1.1% | Added |
| Janney Capital Management LLC | 72,926 | $26.0M | 2.12% | +68,990+1,752.8% | Added |
| Buckingham Strategic Wealth, LLC | 72,842 | $26.0M | 0.53% | +1,463+2.0% | Added |
| GYL Financial Synergies, LLC | 72,548 | $25.9M | 7.07% | −2,478−3.3% | Reduced |
| LSP Investment Advisors, LLC | 72,200 | $25.8M | 10.92% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 71,970 | $25.7M | 3.27% | +4,289+6.3% | Added |
| Evermay Wealth Management LLC | 71,303 | $25.6M | 5.09% | +1,283+1.8% | Added |
| Clark Financial Services Group Inc | 71,275 | $25.5M | 26.78% | +71,275 | New |
| MKT Advisors LLC | 71,122 | $25.4M | 22.08% | −1,659−2.3% | Reduced |
| CPWM, LLC | 71,089 | $25.4M | 2.39% | +1,453+2.1% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 69,112 | $25.2M | 5.82% | 00.0% | Unchanged |
| Zacks Investment Management | 69,730 | $24.9M | 0.40% | +17,861+34.4% | Added |
| SIG North Trading, ULC | 69,504 | $24.8M | 8.91% | +69,504 | New |
| Institutional & Family Asset Management, LLC | 69,344 | $24.8M | 4.46% | +1,133+1.7% | Added |
| Advisory Services Network, LLC | 69,211 | $24.7M | 0.87% | +15,542+29.0% | Added |
| Birinyi Associates Inc | 68,630 | $24.5M | 11.43% | −1,650−2.3% | Reduced |
| BigSur Wealth Management LLC | 67,874 | $24.4M | 12.32% | +1,430+2.2% | Added |
| MMBG Investment Advisors Co. | 68,037 | $24.3M | 3.25% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 67,971 | $24.3M | 0.11% | −133,221−66.2% | Reduced |
| RSM US Wealth Management LLC | 67,938 | $24.3M | 1.40% | +2,332+3.6% | Added |
| Choate Investment Advisors | 67,840 | $24.2M | 1.60% | −313−0.5% | Reduced |
| Advisor Resource Council | 67,657 | $24.2M | 16.95% | −99,876−59.6% | Reduced |
| IFP Advisors, Inc | 120,944 | $24.1M | 0.71% | +5,087+4.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 65,910 | $23.7M | 0.58% | +15,907+31.8% | Added |
| Meridian Wealth Management, LLC | 66,118 | $23.6M | 2.54% | +1,909+3.0% | Added |
| Accuvest Global Advisors | 65,896 | $23.5M | 16.09% | +35,741+118.5% | Added |
| Sunflower Bank, N.A. | 65,760 | $23.5M | 5.33% | −11,426−14.8% | Reduced |
| Hall Kathryn A. | 65,580 | $23.4M | 9.71% | 00.0% | Unchanged |
| J. Goldman & Co LP | 65,552 | $23.4M | 1.75% | −29,949−31.4% | Reduced |
| Seven Post Investment Office LP | 65,464 | $23.4M | 9.11% | −810−1.2% | Reduced |
| Condor Capital Management | 65,396 | $23.4M | 3.04% | −1,318−2.0% | Reduced |
| Oppenheimer & Co Inc | 65,095 | $23.3M | 0.54% | +2,541+4.1% | Added |
| Roth Financial Partners LLC | 65,002 | $23.2M | 18.64% | +4,306+7.1% | Added |
| Amarillo National Bank | 65,038 | $23.2M | 5.38% | −921−1.4% | Reduced |
| Clear Harbor Asset Management, LLC | 65,015 | $23.2M | 3.24% | +240.0% | Added |
| Dumont & Blake Investment Advisors LLC | 64,529 | $23.0M | 8.63% | −94−0.1% | Reduced |
| Stevens Capital Management LP | 64,500 | $23.0M | 14.76% | +26,400+69.3% | Added |
| First Western Trust Bank | 64,296 | $23.0M | 1.54% | +1,163+1.8% | Added |
| Inscription Capital, LLC | 64,233 | $22.9M | 6.48% | +101+0.2% | Added |
| Cypress Capital, LLC | 64,202 | $22.9M | 8.08% | −29,744−31.7% | Reduced |
| Frank, Rimerman Advisors LLC | 64,163 | $22.9M | 8.27% | +297+0.5% | Added |
| Aspiriant, LLC | 63,996 | $22.9M | 1.12% | −1,486−2.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 64,014 | $22.9M | 9.68% | −902−1.4% | Reduced |
| Wealth Advisory Solutions, LLC | 64,002 | $22.9M | 6.32% | −4,953−7.2% | Reduced |
| Afg Fiduciary Services Limited Partnership | 63,929 | $22.8M | 21.51% | +374+0.6% | Added |
| MGO Private Wealth, LLC | 63,909 | $22.8M | 10.86% | +63,909 | New |
| Kovitz Investment Group Partners, LLC | 63,779 | $22.8M | 0.53% | −80,734−55.9% | Reduced |
| Pacific Wealth Management | 63,680 | $22.7M | 20.19% | −4,377−6.4% | Reduced |
| CoreCap Advisors, LLC | 62,970 | $22.5M | 1.89% | −2,983−4.5% | Reduced |
| First Financial Bank - Trust Division | 62,928 | $22.5M | 2.76% | −2,338−3.6% | Reduced |
| Johnson Financial Group, Inc. | 58,755 | $22.5M | 2.07% | −11,419−16.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 62,719 | $22.4M | 6.16% | +37+0.1% | Added |
| First Nebraska Trust Co | 62,520 | $22.3M | 3.20% | +606+1.0% | Added |
| North Star Investment Management Corp. | 62,198 | $22.2M | 2.18% | +605+1.0% | Added |
| Abbrea Capital, LLC | 61,794 | $22.2M | 4.19% | −1,512−2.4% | Reduced |
| 4Thought Financial Group Inc. | 62,010 | $22.1M | 21.78% | +873+1.4% | Added |
| NEIRG Wealth Management, LLC | 61,968 | $22.1M | 4.43% | −2,401−3.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 61,947 | $22.1M | 11.57% | +60+0.1% | Added |
| Northwest & Ethical Investments L.P. | 61,900 | $22.1M | 0.89% | +10,700+20.9% | Added |
| MTC Wealth Management LLC | 61,511 | $22.0M | 12.42% | −973−1.6% | Reduced |
| Adviser Investments LLC | 61,107 | $21.8M | 1.54% | +324+0.5% | Added |
| Calamos Wealth Management LLC | 60,786 | $21.7M | 1.87% | +1,922+3.3% | Added |
| Perigon Wealth Management, LLC | 60,351 | $21.6M | 1.86% | −625−1.0% | Reduced |
| Signaturefd, LLC | 60,099 | $21.5M | 0.74% | −179−0.3% | Reduced |
| Chesley Taft & Associates LLC | 59,897 | $21.4M | 1.57% | −1,747−2.8% | Reduced |
| V Wealth Advisors LLC | 59,834 | $21.4M | 4.29% | −720−1.2% | Reduced |
| Assetmark, Inc | 59,639 | $21.4M | 0.10% | +57,160+2,305.8% | Added |
| Schechter Investment Advisors, LLC | 59,537 | $21.3M | 2.10% | +50,187+536.8% | Added |
| Washburn Capital Management, Inc. | 59,525 | $21.3M | 20.33% | −1,312−2.2% | Reduced |
| Spire Wealth Management | 59,316 | $21.2M | 1.29% | −37,852−39.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 59,257 | $21.2M | 2.26% | +7,332+14.1% | Added |
| Maven Securities LTD | 59,091 | $21.1M | 0.98% | −97,989−62.4% | Reduced |
| Bromfield Sneider Wealth Advisors | 58,960 | $21.1M | 24.90% | +106+0.2% | Added |
| Associated Banc-Corp | 58,832 | $21.0M | 0.97% | +395+0.7% | Added |
| Howland Capital Management LLC | 58,201 | $20.9M | 1.34% | +2,014+3.6% | Added |
| Integrated Wealth Concepts LLC | 58,169 | $20.8M | 0.66% | −5,414−8.5% | Reduced |
| Summit Trail Advisors, LLC | 57,820 | $20.7M | 1.12% | +222+0.4% | Added |
| Credit Agricole S A | 57,860 | $20.6M | 0.69% | −35,131−37.8% | Reduced |
| Squarepoint Ops LLC | 57,495 | $20.5M | 0.18% | +57,495 | New |
| Bank of the West | 57,155 | $20.4M | 2.66% | +3,482+6.5% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 56,970 | $20.3M | 14.98% | +822+1.5% | Added |
| Teachers Retirement System of the State of Kentucky | 56,711 | $20.3M | 0.24% | +56,711 | New |
| Raymond James Trust N.A. | 56,641 | $20.2M | 0.75% | +4,108+7.8% | Added |
| Eagle Capital Management LLC | 56,514 | $20.2M | 0.09% | −116,774−67.4% | Reduced |
| Erste Asset Management GmbH | 56,050 | $20.0M | 0.45% | +440+0.8% | Added |
| Solitude Financial Services | 55,591 | $19.9M | 14.50% | +302+0.5% | Added |
| Swiss Life Asset Management Ltd | 54,900 | $19.6M | 0.34% | −6,800−11.0% | Reduced |
| IPG Investment Advisors LLC | 54,395 | $19.5M | 5.47% | −5,614−9.4% | Reduced |
| Granby Capital Management, LLC | 54,500 | $19.5M | 18.58% | −16,000−22.7% | Reduced |
| IFG Advisors, LLC | 54,468 | $19.5M | 9.85% | +1,434+2.7% | Added |
| Cardiff Park Advisors, LLC | 54,357 | $19.4M | 3.04% | −160.0% | Reduced |
| Telemus Capital, LLC | 54,059 | $19.3M | 1.98% | −20,306−27.3% | Reduced |
| 1607 Capital Partners, LLC | 53,895 | $19.3M | 1.49% | −18,700−25.8% | Reduced |
| Trust Co of Virginia | 53,522 | $19.1M | 2.43% | −34−0.1% | Reduced |