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, 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 | 4,669 | $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, 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 |
|---|---|---|---|---|---|
| KB Financial Partners, LLC | 2,197 | $840.0K | 0.29% | −53−2.4% | Reduced |
| Vaughan & Co Securities, Inc. | 2,197 | $840.2K | 0.67% | +1,402+176.4% | Added |
| TBH Global Asset Management, LLC | 2,199 | $841.1K | 0.20% | +258+13.3% | Added |
| Boyd Wealth Management, LLC | 2,201 | $841.8K | 0.62% | +99+4.7% | Added |
| Long Road Investment Counsel, LLC | 2,219 | $849.0K | 0.42% | +30+1.4% | Added |
| Armor Investment Advisors, LLC | 2,228 | $852.1K | 0.52% | +975+77.8% | Added |
| ARS Wealth Advisors Group, LLC | 2,229 | $852.3K | 0.14% | +299+15.5% | Added |
| Artemis Wealth Advisors, LLC | 2,231 | $853.0K | 0.26% | −556−19.9% | Reduced |
| Townsend Asset Management Corp | 2,233 | $853.8K | 0.43% | −160−6.7% | Reduced |
| Mayport, LLC | 2,240 | $856.6K | 0.64% | 00.0% | Unchanged |
| Northeast Investment Management | 2,243 | $858.0K | 0.05% | +273+13.9% | Added |
| First Command Bank | 2,249 | $860.0K | 0.11% | +446+24.7% | Added |
| First Command Financial Services, Inc. | 2,249 | $860.0K | 0.11% | +446+24.7% | Added |
| Vickerman Investment Advisors, Inc. | 2,253 | $861.6K | 0.39% | +43+1.9% | Added |
| Consilium Wealth Advisory, LLC | 2,256 | $862.8K | 0.74% | +694+44.4% | Added |
| Syntegra Private Wealth Group, LLC | 2,263 | $865.4K | 0.17% | +2,263 | New |
| Sugarloaf Wealth Management, LLC | 2,266 | $866.7K | 0.22% | −151−6.2% | Reduced |
| Old Mission Investment Co LLC | 2,270 | $868.1K | 0.37% | +1,432+170.9% | Added |
| 4J Wealth Management LLC | 2,271 | $868.5K | 1.01% | +11+0.5% | Added |
| Parthenon LLC | 2,272 | $868.9K | 0.14% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 2,283 | $877.1K | 0.24% | +161+7.6% | Added |
| Univest Financial Corp | 2,294 | $877.3K | 0.28% | 00.0% | Unchanged |
| Bamco Inc | 2,295 | $877.7K | 0.00% | +2,295 | New |
| Options Solutions, LLC | 2,300 | $879.6K | 1.25% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 2,308 | $882.6K | 0.37% | +300+14.9% | Added |
| McGuire Investment Group, LLC | 2,309 | $883.0K | 0.19% | 00.0% | Unchanged |
| Day & Ennis, LLC | 2,329 | $890.6K | 0.34% | +1,239+113.7% | Added |
| Fingerlakes Wealth Management, Inc. | 2,340 | $894.9K | 1.23% | +10+0.4% | Added |
| Resource Planning Group | 2,342 | $895.7K | 0.72% | −3−0.1% | Reduced |
| Fundamentun, LLC | 2,348 | $898.2K | 0.16% | −69−2.9% | Reduced |
| Chickasaw Capital Management LLC | 2,351 | $899.0K | 0.05% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 2,354 | $900.3K | 0.28% | +636+37.0% | Added |
| Financial Council Asset Management Inc | 2,355 | $900.5K | 0.56% | +116+5.2% | Added |
| Baker Boyer National Bank | 2,357 | $901.4K | 0.38% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 2,359 | $902.1K | 0.48% | +433+22.5% | Added |
| Ciovacco Capital Management LLC | 2,362 | $903.0K | 4.67% | −5,388−69.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 2,365 | $904.0K | 0.66% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 2,365 | $904.4K | 0.59% | +6+0.3% | Added |
| Hudson Value Partners, LLC | 2,365 | $904.4K | 0.56% | +140+6.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,374 | $908.0K | 0.21% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 2,375 | $908.3K | 0.30% | +172+7.8% | Added |
| Monetary Management Group Inc | 2,382 | $910.9K | 0.28% | −259−9.8% | Reduced |
| Capital Planning Advisors, LLC | 2,397 | $916.7K | 0.22% | −17−0.7% | Reduced |
| Chemistry Wealth Management LLC | 2,408 | $920.9K | 0.36% | +540+28.9% | Added |
| Innovis Asset Management LLC | 2,410 | $921.7K | 0.42% | +2,410 | New |
| Horizon Investments, LLC | 2,411 | $922.0K | 0.03% | −2,938−54.9% | Reduced |
| Worth Asset Management, LLC | 2,414 | $923.3K | 0.64% | −100−4.0% | Reduced |
| Integrated Investment Consultants, LLC | 2,433 | $930.3K | 0.31% | +50+2.1% | Added |
| Matthew Goff Investment Advisor, LLC | 2,438 | $932.4K | 0.24% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 2,445 | $935.0K | 0.22% | −1,377−36.0% | Reduced |
| Penbrook Management LLC | 2,450 | $937.0K | 0.80% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 2,450 | $937.1K | 0.22% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 2,462 | $941.5K | 0.25% | −3−0.1% | Reduced |
| Scissortail Wealth Management, LLC | 2,310 | $942.0K | 0.55% | +2,310 | New |
| LexAurum Advisors, LLC | 2,470 | $944.7K | 0.34% | −311−11.2% | Reduced |
| Motco | 2,477 | $947.3K | 0.07% | −215−8.0% | Reduced |
| Parker Financial LLC | 2,479 | $948.0K | 0.81% | +2,479 | New |
| Capital Financial Planning, LLC | 2,485 | $950.4K | 0.39% | +13+0.5% | Added |
| Excalibur Management Corp | 2,486 | $950.7K | 0.50% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 2,487 | $955.5K | 0.60% | +6+0.2% | Added |
| State Farm Mutual Automobile Insurance Co | 2,500 | $956.1K | 0.00% | 00.0% | Unchanged |
| Scoggin Management LP | 2,500 | $956.1K | 1.22% | +2,500 | New |
| Engrave Wealth Partners LLC | 2,444 | $956.8K | 0.33% | +891+57.4% | Added |
| Foster Group, Inc. | 2,503 | $957.2K | 0.07% | +678+37.2% | Added |
| Souders Financial Advisors | 2,512 | $960.8K | 0.22% | +1,120+80.5% | Added |
| Narus Financial Partners, LLC | 2,514 | $961.6K | 0.56% | −150−5.6% | Reduced |
| Asset Planning Services Inc | 2,524 | $965.0K | 0.61% | −2−0.1% | Reduced |
| Vestor Capital, LLC | 2,530 | $968.0K | 0.12% | −97−3.7% | Reduced |
| Blackston Financial Advisory Group, LLC | 2,534 | $969.0K | 0.70% | +171+7.2% | Added |
| Alerus Financial NA | 2,539 | $971.0K | 0.09% | −194−7.1% | Reduced |
| JNBA Financial Advisors | 2,551 | $975.4K | 0.14% | −672−20.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 2,555 | $977.2K | 0.60% | +66+2.7% | Added |
| Miramar Capital, LLC | 2,556 | $977.5K | 0.26% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,557 | $977.7K | 0.14% | −282−9.9% | Reduced |
| Aire Advisors, LLC | 2,560 | $979.9K | 0.30% | −38−1.5% | Reduced |
| West Chester Capital Advisors, Inc | 2,564 | $980.5K | 1.95% | −50−1.9% | Reduced |
| Cambridge Financial Group, Inc. | 2,565 | $980.9K | 0.55% | +2,455+2,231.8% | Added |
| Trust Co | 2,568 | $982.0K | 0.16% | +1,203+88.1% | Added |
| Riverstone Advisors, LLC | 2,569 | $982.5K | 0.68% | −485−15.9% | Reduced |
| Powell Investment Advisors, LLC | 2,557 | $982.5K | 0.57% | +157+6.5% | Added |
| Ipsen Advisor Group LLC | 2,569 | $982.6K | 1.13% | +2,569 | New |
| Dean Investment Associates, LLC | 2,574 | $984.4K | 0.17% | +11+0.4% | Added |
| F3Logic, LLC | 2,574 | $984.4K | 0.21% | −160−5.9% | Reduced |
| Gallagher Benefit Services, Inc. | 2,574 | $984.4K | 0.21% | +2,574 | New |
| PDS Planning, Inc | 2,576 | $985.2K | 0.16% | +11+0.4% | Added |
| Sharper & Granite LLC | 2,580 | $986.7K | 0.66% | +2,580 | New |
| Semus Wealth Partners LLC | 2,582 | $987.3K | 1.20% | +2,582 | New |
| JustInvest LLC | 2,582 | $987.4K | 0.04% | −203−7.3% | Reduced |
| McAdam, LLC | 2,083 | $989.0K | 0.10% | −1,768−45.9% | Reduced |
| SS&H Financial Advisors, Inc. | 2,591 | $990.9K | 0.47% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,597 | $993.2K | 0.81% | +36+1.4% | Added |
| Forte Capital LLC | 2,598 | $993.5K | 0.17% | −368−12.4% | Reduced |
| Redmont Wealth Advisors LLC | 2,600 | $994.3K | 1.17% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 2,604 | $995.8K | 1.21% | 00.0% | Unchanged |
| Hyman Charles D | 2,604 | $996.0K | 0.07% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 2,613 | $999.0K | 0.77% | −118−4.3% | Reduced |
| Live Oak Private Wealth LLC | 2,612 | $999.0K | 0.21% | −10.0% | Reduced |
| Papp L Roy & Associates | 2,627 | $1.00M | 0.14% | +10.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,627 | $1.00M | 0.50% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 2,631 | $1.01M | 0.43% | −300−10.2% | Reduced |