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 |
|---|---|---|---|---|---|
| EPG Wealth Management LLC | 3,123 | $1.19M | 0.45% | −310−9.0% | Reduced |
| Garner Asset Management Corp | 3,125 | $1.20M | 0.59% | +6+0.2% | Added |
| Solstein Capital, LLC | 3,128 | $1.20M | 1.00% | −79−2.5% | Reduced |
| First Capital Advisors Group, LLC. | 3,131 | $1.20M | 0.81% | −973−23.7% | Reduced |
| HBW Advisory Services LLC | 3,145 | $1.20M | 0.32% | +629+25.0% | Added |
| Kelly Financial Services LLC | 3,148 | $1.20M | 0.63% | +1,602+103.6% | Added |
| Shaker Investments LLC | 3,154 | $1.21M | 0.75% | +30+1.0% | Added |
| SignalPoint Asset Management, LLC | 3,156 | $1.21M | 0.42% | +47+1.5% | Added |
| Ahrens Investment Partners LLC | 3,161 | $1.21M | 0.55% | +1,996+171.3% | Added |
| Renaissance Investment Group LLC | 3,164 | $1.21M | 0.36% | −11−0.3% | Reduced |
| Private Capital Management LLC | 3,172 | $1.21M | 0.40% | −17−0.5% | Reduced |
| Greenfield Savings Bank | 3,178 | $1.22M | 0.80% | +90+2.9% | Added |
| Triangle Securities Wealth Management | 3,192 | $1.22M | 0.45% | −371−10.4% | Reduced |
| Gilman Hill Asset Management, LLC | 3,203 | $1.22M | 0.25% | −10−0.3% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,204 | $1.23M | 0.12% | −380−10.6% | Reduced |
| BerganKDV Wealth Management, LLC | 3,218 | $1.23M | 0.13% | −187−5.5% | Reduced |
| Edgar Lomax Co | 3,223 | $1.23M | 0.07% | 00.0% | Unchanged |
| BCS Wealth Management | 3,224 | $1.23M | 0.52% | −509−13.6% | Reduced |
| Prosperity Consulting Group, LLC | 3,231 | $1.24M | 0.82% | +265+8.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,231 | $1.24M | 0.28% | −172−5.1% | Reduced |
| McMillion Capital Management Inc | 3,235 | $1.24M | 1.12% | −311−8.8% | Reduced |
| Randolph Co Inc | 3,250 | $1.24M | 0.19% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 3,251 | $1.24M | 0.16% | +1,003+44.6% | Added |
| Michael B. Yongue | 3,252 | $1.24M | 1.17% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 3,264 | $1.25M | 0.46% | −160−4.7% | Reduced |
| Kornitzer Capital Management Inc | 3,265 | $1.25M | 0.03% | 00.0% | Unchanged |
| Cedrus LLC | 3,273 | $1.25M | 1.01% | −6−0.2% | Reduced |
| Opal Wealth Advisors, LLC | 3,282 | $1.26M | 0.69% | +36+1.1% | Added |
| Aperture Investors, LLC | 3,284 | $1.26M | 0.21% | −4,005−54.9% | Reduced |
| Violich Capital Management, Inc. | 3,283 | $1.26M | 0.22% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 3,278 | $1.26M | 0.24% | +42+1.3% | Added |
| Cloverfields Capital Group, LP | 3,296 | $1.26M | 0.40% | +3,296 | New |
| Bill Few Associates, Inc. | 3,300 | $1.26M | 0.75% | +23+0.7% | Added |
| Pier 88 Investment Partners LLC | 3,300 | $1.26M | 0.31% | +3,300 | New |
| Sabal Trust CO | 3,304 | $1.26M | 0.09% | −94−2.8% | Reduced |
| Compass Financial Advisors LLC | 3,304 | $1.26M | 1.70% | +9+0.3% | Added |
| Sinecera Capital, LLC | 3,297 | $1.27M | 1.40% | −508−13.4% | Reduced |
| Red Wave Investments LLC | 3,313 | $1.27M | 0.53% | +916+38.2% | Added |
| River Wealth Advisors LLC | 3,317 | $1.27M | 0.24% | −224−6.3% | Reduced |
| Ascent Group, LLC | 3,320 | $1.27M | 0.15% | −165−4.7% | Reduced |
| Tradition Wealth Management, LLC | 3,322 | $1.27M | 0.18% | −35−1.0% | Reduced |
| Annapolis Financial Services, LLC | 3,326 | $1.27M | 0.41% | −87−2.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 3,330 | $1.27M | 0.46% | +7+0.2% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,339 | $1.28M | 1.01% | 00.0% | Unchanged |
| HC Advisors, LLC | 3,341 | $1.28M | 0.87% | −77−2.3% | Reduced |
| Red Cedar Capital, LLC | 3,346 | $1.28M | 0.81% | −127−3.7% | Reduced |
| Investmark Advisory Group LLC | 3,347 | $1.28M | 0.95% | −895−21.1% | Reduced |
| Wall Street Access Asset Management, LLC | 3,348 | $1.28M | 0.96% | −795−19.2% | Reduced |
| Sabby Management, LLC | 3,350 | $1.28M | 3.43% | +3,350 | New |
| McElhenny Sheffield Capital Management, LLC | 3,358 | $1.28M | 0.60% | −463−12.1% | Reduced |
| Vicus Capital | 12,860 | $1.28M | 0.15% | −1,764−12.1% | Reduced |
| Family Asset Management, LLC | 3,365 | $1.29M | 1.07% | +3,365 | New |
| Ingalls & Snyder LLC | 3,365 | $1.29M | 0.07% | −3−0.1% | Reduced |
| Fermata Advisors, LLC | 3,366 | $1.29M | 0.38% | −336−9.1% | Reduced |
| Cranbrook Wealth Management, LLC | 3,370 | $1.29M | 0.35% | −20−0.6% | Reduced |
| Trevian Wealth Management LLC | 3,384 | $1.29M | 1.41% | +1,060+45.6% | Added |
| Investment Advisory Services Inc | 3,386 | $1.29M | 0.67% | +7+0.2% | Added |
| WealthBridge Investment Counsel Inc. | 3,389 | $1.30M | 0.57% | +95+2.9% | Added |
| Hutchinson Capital Management | 3,394 | $1.30M | 0.34% | −107−3.1% | Reduced |
| Navellier & Associates Inc | 3,396 | $1.30M | 0.26% | +621+22.4% | Added |
| Hemington Wealth Management | 3,397 | $1.30M | 0.56% | 00.0% | Unchanged |
| Northstar Group, Inc. | 3,398 | $1.30M | 0.37% | −50−1.5% | Reduced |
| Centurion Wealth Management LLC | 3,412 | $1.30M | 0.74% | +3,412 | New |
| Nomura Asset Management Co Ltd | 3,437 | $1.31M | 0.01% | +1,000+41.0% | Added |
| Whalerock Point Partners, LLC | 3,447 | $1.32M | 0.54% | +163+5.0% | Added |
| RTD Financial Advisors, Inc. | 3,451 | $1.32M | 0.22% | +64+1.9% | Added |
| 9258 Wealth Management, LLC | 3,464 | $1.32M | 0.29% | −58−1.6% | Reduced |
| Laird Norton Trust Company, LLC | 3,451 | $1.33M | 0.19% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 3,481 | $1.33M | 0.32% | −49−1.4% | Reduced |
| Altus Wealth Management, LLC | 3,487 | $1.33M | 1.18% | +1,918+122.2% | Added |
| Pin Oak Investment Advisors Inc | 3,490 | $1.33M | 1.65% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,494 | $1.34M | 0.10% | −326−8.5% | Reduced |
| CoreFirst Bank & Trust | 3,500 | $1.34M | 1.02% | 00.0% | Unchanged |
| Old Port Advisors | 3,505 | $1.34M | 0.50% | +126+3.7% | Added |
| Horizon Kinetics Asset Management LLC | 3,528 | $1.35M | 0.02% | −309−8.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 3,533 | $1.35M | 0.09% | −432−10.9% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,534 | $1.35M | 1.33% | +3,534 | New |
| Culbertson A N & Co Inc | 3,537 | $1.35M | 0.28% | −500−12.4% | Reduced |
| Stoneridge Investment Partners LLC | 3,539 | $1.35M | 0.75% | −126−3.4% | Reduced |
| Betterment LLC | 3,537 | $1.35M | 0.00% | +2,237+172.1% | Added |
| One Day In July LLC | 3,556 | $1.36M | 0.28% | −15−0.4% | Reduced |
| Oberweis Asset Management Inc | 3,574 | $1.37M | 0.29% | −73−2.0% | Reduced |
| PrairieView Partners, LLC | 3,576 | $1.37M | 0.20% | +1,613+82.2% | Added |
| 360 Financial, Inc. | 3,828 | $1.37M | 0.89% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,580 | $1.37M | 0.15% | −104−2.8% | Reduced |
| Executive Wealth Management, LLC | 3,588 | $1.37M | 0.17% | +2,602+263.9% | Added |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $1.37M | 0.32% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 3,598 | $1.38M | 0.33% | +1,201+50.1% | Added |
| Summit Global Investments | 3,600 | $1.38M | 0.12% | +1,900+111.8% | Added |
| Transparent Wealth Partners LLC | 3,608 | $1.38M | 1.08% | −5,819−61.7% | Reduced |
| HNP Capital LLC | 3,613 | $1.38M | 0.39% | −587−14.0% | Reduced |
| Vectors Research Management, LLC | 3,613 | $1.38M | 0.36% | −587−14.0% | Reduced |
| First Ascent Asset Management, LLC | 3,616 | $1.38M | 0.21% | +3,616 | New |
| Birch Hill Investment Advisors LLC | 3,616 | $1.38M | 0.09% | 00.0% | Unchanged |
| Lantz Financial LLC | 3,619 | $1.38M | 0.63% | −165−4.4% | Reduced |
| Column Capital Advisors, LLC | 3,622 | $1.39M | 0.23% | +10.0% | Added |
| Ballast Advisors LLC | 3,630 | $1.39M | 0.61% | −588−13.9% | Reduced |
| Synergy Financial Management, LLC | 3,632 | $1.39M | 0.36% | −830−18.6% | Reduced |
| New York Life Investment Management LLC | 3,634 | $1.39M | 0.02% | −4,810−57.0% | Reduced |
| XML Financial, LLC | 3,634 | $1.39M | 0.17% | +75+2.1% | Added |