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, Q4 2022
Institutional positions in SPDR S&P 500 ETF Trust as of Dec 31, 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
- 3,310
- +321 vs. Q3 2022
- Shares held
- 545.8M
- −14.9M (−2.7%) vs. Q3 2022
- Total value
- $207.8B
- +$7.63B (+3.8%) vs. Q3 2022
- New holders
- 448
- 1,312 more added
- Sold out
- 127
- 1,170 more reduced
70 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PMC FIG Opportunities LLC | 1 | $382 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1 | $382 | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 1 | $389 | 0.00% | +1 | New |
| Hillsdale Investment Management Inc. | 5 | $1.91K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Savior LLC | 6 | $2.29K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 6 | $2.43K | 0.00% | +1+20.0% | Added |
| Horizons Wealth Management | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 9 | $3.00K | 0.00% | +9 | New |
| Gs Investments, Inc. | 8 | $3.06K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $3.06K | 0.00% | +8 | New |
| Addenda Capital Inc. | 5 | $3.28K | 0.00% | +5 | New |
| Birch Capital Management, LLC | 10 | $3.82K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 11 | $4.21K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 135 | $4.70K | 0.00% | −24,212−99.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13 | $4.98K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 20 | $7.65K | 0.01% | 00.0% | Unchanged |
| Pactiv General Employee Benefit Trust | 95,000 | $10.0K | 29.52% | −106,312−52.8% | Reduced |
| Clear Investment Research, LLC | 30 | $11.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 30 | $11.5K | 0.01% | 00.0% | Unchanged |
| EMG Holdings, L.P. | 31 | $11.9K | 0.01% | +31 | New |
| Accel Wealth Management | 33 | $12.6K | 0.01% | +8+32.0% | Added |
| Covestor Ltd | 33 | $13.0K | 0.01% | −9−21.4% | Reduced |
| St Germain D J Co Inc | 29,124 | $15.0K | 0.01% | +1,326+4.8% | Added |
| Centerpoint Advisors, LLC | 40 | $15.0K | 0.01% | +14+53.8% | Added |
| Mach-1 Financial Group, Inc. | 40 | $15.3K | 0.01% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 40 | $15.3K | 0.01% | +40 | New |
| New England Capital Financial Advisors LLC | 41 | $16.3K | 0.01% | +41 | New |
| Stuart Chaussee & Associates, Inc. | 50 | $19.1K | 0.01% | 00.0% | Unchanged |
| Align Wealth Management, LLC | 55 | $19.6K | 0.02% | +55 | New |
| Fortis Advisors, LLC | 54 | $20.6K | 0.02% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 55 | $21.0K | 0.02% | −5−8.3% | Reduced |
| Herr Investment Group LLC | 55 | $21.0K | 0.00% | +55 | New |
| Leelyn Smith, LLC | 58 | $22.2K | 0.01% | +58 | New |
| Carolina Wealth Advisors, LLC | 61 | $23.0K | 0.01% | −77−55.8% | Reduced |
| RE Dickinson Investment Advisors, LLC | 76 | $29.0K | 0.01% | +11+16.9% | Added |
| DB Fitzpatrick & Co, Inc | 79 | $30.2K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 80 | $31.0K | 0.03% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 95 | $36.3K | 0.03% | +95 | New |
| Laffer Tengler Investments | 96 | $36.7K | 0.01% | +28+41.2% | Added |
| Skylands Capital, LLC | 100 | $38.2K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 111 | $42.4K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 114 | $44.0K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 121 | $46.3K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 123 | $47.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 125 | $47.8K | 0.02% | −1,233−90.8% | Reduced |
| New Harbor Financial Group, LLC | 125 | $47.8K | 0.02% | +125 | New |
| Horrell Capital Management, Inc. | 125 | $48.0K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 130 | $49.0K | 0.00% | −275−67.9% | Reduced |
| PayPay Securities Corp | 129 | $49.3K | 3.31% | +129 | New |
| Prestige Wealth Management Group LLC | 133 | $51.1K | 0.01% | −10−7.0% | Reduced |
| Legend Financial Advisors, Inc. | 138 | $52.3K | 0.05% | 00.0% | Unchanged |
| Hoey Investments, Inc | 146 | $55.8K | 0.02% | −35−19.3% | Reduced |
| Pacifica Partners Inc. | 148 | $56.5K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 150 | $57.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 150 | $57.4K | 0.05% | −175−53.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 151 | $57.7K | 0.03% | +117+344.1% | Added |
| Milestone Investment Advisors LLC | 152 | $58.1K | 0.02% | +152 | New |
| L2 Asset Management, LLC | 155 | $59.3K | 0.04% | −1,209−88.6% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 162 | $62.0K | 0.03% | −7−4.1% | Reduced |
| Johnson Midwest Financial, LLC | 162 | $62.0K | 0.23% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 166 | $63.5K | 0.03% | −38−18.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 171 | $66.0K | 0.01% | +6+3.6% | Added |
| Perkins Coie Trust Co | 173 | $66.2K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 176 | $67.0K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 178 | $68.2K | 0.07% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 190 | $72.0K | 0.06% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 193 | $74.0K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 194 | $74.2K | 0.02% | +75+63.0% | Added |
| Morgan Dempsey Capital Management LLC | 200 | $76.5K | 0.02% | +200 | New |
| Oakhurst Advisors,LLC | 200 | $76.5K | 0.91% | +200 | New |
| Contravisory Investment Management, Inc. | 202 | $77.2K | 0.02% | 00.0% | Unchanged |
| Norway Savings Bank | 204 | $78.0K | 0.04% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 206 | $78.7K | 0.02% | +206 | New |
| Guardian Wealth Management, Inc. | 206 | $78.8K | 0.08% | +206 | New |
| PFS Partners, LLC | 208 | $79.5K | 0.08% | 00.0% | Unchanged |
| Avion Wealth | 225 | $80.0K | 0.02% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 210 | $80.0K | 0.05% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 212 | $81.1K | 0.10% | +212 | New |
| Cadent Capital Advisors, LLC | 212 | $81.3K | 0.05% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 650 | $81.3K | 0.06% | −32,186−98.0% | Reduced |
| Easterly Investment Partners LLC | 213 | $81.5K | 0.01% | −9,874−97.9% | Reduced |
| MRP Capital Investments, LLC | 232 | $88.7K | 0.10% | +232 | New |
| Madden Securities Corp | 249 | $95.2K | 0.05% | +249 | New |
| VitalStone Financial, LLC | 252 | $97.0K | 0.07% | +252 | New |
| Corrado Advisors, LLC | 265 | $101.4K | 0.07% | +265 | New |
| Invesco Ltd. | 266 | $101.7K | 0.00% | +266 | New |
| Sofos Investments, Inc. | 382 | $102.6K | 1.08% | +382 | New |
| Cedar Mountain Advisors, LLC | 273 | $104.5K | 0.03% | −14−4.9% | Reduced |
| Sprott Inc. | 274 | $104.8K | 0.01% | +274 | New |
| Sageworth Trust Co of South Dakota | 275 | $105.0K | 0.24% | 00.0% | Unchanged |
| Financial Freedom, LLC | 291 | $111.2K | 0.07% | +291 | New |
| Stephens Consulting, LLC | 291 | $111.3K | 0.07% | −15−4.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 292 | $111.5K | 0.11% | −3−1.0% | Reduced |
| JJJ Advisors Inc. | 285 | $113.2K | 0.03% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 277 | $114.0K | 0.08% | +277 | New |
| Avondale Wealth Management | 300 | $114.7K | 0.10% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 305 | $117.0K | 0.06% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 313 | $120.0K | 0.10% | 00.0% | Unchanged |
| True Wealth Design, LLC | 317 | $121.2K | 0.06% | +317 | New |