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 |
|---|---|---|---|---|---|
| Elite Wealth Management, Inc. | 3,636 | $1.39M | 0.70% | −77−2.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,640 | $1.39M | 0.80% | +1,360+59.6% | Added |
| Traynor Capital Management, Inc. | 3,646 | $1.39M | 0.24% | −173−4.5% | Reduced |
| Clearwater Capital Advisors, LLC | 3,654 | $1.40M | 0.18% | +33+0.9% | Added |
| SMI Advisory Services, LLC | 3,912 | $1.40M | 0.45% | 00.0% | Unchanged |
| Fir Tree Capital Management LP | 3,668 | $1.40M | 0.07% | +2,393+187.7% | Added |
| Apriem Advisors | 3,672 | $1.40M | 0.24% | −131−3.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,679 | $1.41M | 0.12% | −386−9.5% | Reduced |
| WESCAP Management Group, Inc. | 3,684 | $1.41M | 0.50% | −1,397−27.5% | Reduced |
| Gateway Advisory, LLC | 3,691 | $1.41M | 0.36% | −1,761−32.3% | Reduced |
| Lokken Investment Group LLC | 3,699 | $1.41M | 1.12% | +10.0% | Added |
| Banta Asset Management LP | 3,700 | $1.41M | 1.90% | −20−0.5% | Reduced |
| Bank of Nova Scotia Trust Co | 3,705 | $1.42M | 0.15% | +5+0.1% | Added |
| Archford Capital Strategies, LLC | 3,708 | $1.42M | 0.33% | +68+1.9% | Added |
| Eudaimonia Partners, LLC | 3,727 | $1.43M | 0.35% | +10.0% | Added |
| McBroom & Associates, LLC | 3,738 | $1.43M | 1.55% | −883−19.1% | Reduced |
| Abound Wealth Management | 3,758 | $1.44M | 0.70% | +1,048+38.7% | Added |
| Endurance Wealth Management, Inc. | 3,762 | $1.44M | 0.22% | +396+11.8% | Added |
| Black Diamond Financial, LLC | 3,765 | $1.44M | 0.52% | 00.0% | Unchanged |
| FMB Wealth Management | 3,775 | $1.44M | 1.86% | +3,775 | New |
| Westbourne Investment Advisors, Inc. | 3,775 | $1.44M | 0.73% | +129+3.5% | Added |
| Aull & Monroe Investment Management Corp | 3,783 | $1.45M | 0.72% | −200−5.0% | Reduced |
| Standard Life Aberdeen plc | 3,790 | $1.45M | 0.00% | −22,998−85.9% | Reduced |
| Wagner Wealth Management, LLC | 3,800 | $1.45M | 0.90% | −760−16.7% | Reduced |
| Agate Pass Investment Management, LLC | 3,806 | $1.46M | 1.03% | −424−10.0% | Reduced |
| First American Trust, FSB | 3,806 | $1.46M | 0.23% | +266+7.5% | Added |
| Sebold Capital Management, Inc. | 3,819 | $1.46M | 1.20% | +3,819 | New |
| Vaughan David Investments LLC | 3,833 | $1.47M | 0.04% | +806+26.6% | Added |
| Strata Wealth Advisors, LLC | 3,839 | $1.47M | 0.81% | +3,839 | New |
| Charter Research & Investment Group, Inc. | 3,841 | $1.47M | 1.41% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 3,846 | $1.47M | 0.68% | +42+1.1% | Added |
| Cambridge Advisors Inc. | 3,847 | $1.47M | 0.39% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 3,850 | $1.47M | 0.10% | +1,488+63.0% | Added |
| PFS Investments Inc. | 3,855 | $1.47M | 0.03% | +508+15.2% | Added |
| Sheets Smith Wealth Management | 3,871 | $1.48M | 0.23% | +100+2.7% | Added |
| Westside Investment Management, Inc. | 3,874 | $1.48M | 0.02% | −101−2.5% | Reduced |
| Insight Wealth Strategies, LLC | 3,878 | $1.48M | 0.29% | +52+1.4% | Added |
| Sage Financial Group Inc | 3,908 | $1.49M | 0.18% | +205+5.5% | Added |
| SBK Financial, Inc. | 3,915 | $1.50M | 2.37% | −43−1.1% | Reduced |
| Centric Wealth Management | 3,923 | $1.50M | 0.76% | +3,923 | New |
| Sonata Capital Group Inc | 3,927 | $1.50M | 0.83% | +156+4.1% | Added |
| Green Square Capital Advisors LLC | 3,932 | $1.50M | 0.21% | −202−4.9% | Reduced |
| Sculati Wealth Management, LLC | 3,938 | $1.51M | 0.85% | +70+1.8% | Added |
| Geneva Partners, LLC | 3,941 | $1.51M | 1.42% | −194−4.7% | Reduced |
| Tranquility Partners, LLC | 3,941 | $1.51M | 0.77% | −52−1.3% | Reduced |
| Front Row Advisors LLC | 3,929 | $1.51M | 0.78% | +194+5.2% | Added |
| Merriman Wealth Management, LLC | 3,936 | $1.51M | 0.08% | +3+0.1% | Added |
| Parkside Investments, LLC | 3,949 | $1.51M | 0.30% | −38−1.0% | Reduced |
| First Commonwealth Financial Corp | 3,957 | $1.51M | 0.56% | +130+3.4% | Added |
| Green Harvest Asset Management LLC | 3,960 | $1.51M | 0.07% | +3,960 | New |
| LGT Financial Advisors LLC | 3,969 | $1.52M | 1.79% | +3,969 | New |
| Barr E S & Co | 3,975 | $1.52M | 0.13% | −157−3.8% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 3,983 | $1.52M | 1.46% | +3,983 | New |
| Continuum Advisory, LLC | 5,349 | $1.53M | 0.28% | +371+7.5% | Added |
| Headinvest, LLC | 4,003 | $1.53M | 0.34% | +96+2.5% | Added |
| MPS Loria Financial Planners, LLC | 4,007 | $1.53M | 0.68% | −19,415−82.9% | Reduced |
| High Probability Advisors, LLC | 4,014 | $1.54M | 0.42% | +140+3.6% | Added |
| National Wealth Management Group, LLC | 4,025 | $1.54M | 1.85% | +964+31.5% | Added |
| Tempus Wealth Planning, LLC | 4,026 | $1.54M | 0.94% | −96−2.3% | Reduced |
| Quantum Private Wealth, LLC | 4,029 | $1.54M | 0.98% | −7−0.2% | Reduced |
| Clarkston Capital Partners, LLC | 4,040 | $1.55M | 0.03% | −2,999−42.6% | Reduced |
| Davidson Investment Advisors | 4,051 | $1.55M | 0.12% | +2,056+103.1% | Added |
| Herbst Group, LLC | 4,063 | $1.55M | 1.26% | −3−0.1% | Reduced |
| Eaton Financial Holdings Company, LLC | 4,097 | $1.57M | 1.34% | +4,097 | New |
| Oxbow Advisors, LLC | 4,102 | $1.57M | 0.30% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 4,102 | $1.57M | 0.62% | +658+19.1% | Added |
| Philadelphia Trust Co | 4,127 | $1.58M | 0.17% | +1,152+38.7% | Added |
| First Personal Financial Services | 4,128 | $1.58M | 0.43% | +283+7.4% | Added |
| City State Bank | 4,133 | $1.58M | 0.97% | −155−3.6% | Reduced |
| Hall Laurie J Trustee | 4,135 | $1.58M | 0.71% | +211+5.4% | Added |
| Horan Capital Advisors, LLC. | 4,141 | $1.58M | 0.69% | +12+0.3% | Added |
| Wambolt & Associates, LLC | 4,145 | $1.59M | 0.61% | +198+5.0% | Added |
| Intelligence Driven Advisers, LLC | 4,088 | $1.59M | 0.29% | −5,143−55.7% | Reduced |
| Morton Capital Management LLC | 4,150 | $1.59M | 0.62% | −220−5.0% | Reduced |
| Nottingham Advisors, Inc. | 4,169 | $1.59M | 0.22% | +110+2.7% | Added |
| JSF Financial, LLC | 4,174 | $1.60M | 0.60% | −271−6.1% | Reduced |
| Olistico Wealth, LLC | 4,178 | $1.60M | 1.73% | +4,178 | New |
| Woodmont Investment Counsel LLC | 4,183 | $1.60M | 0.18% | +585+16.3% | Added |
| Eagle Rock Investment Company, LLC | 4,049 | $1.60M | 0.37% | −4−0.1% | Reduced |
| Roberts Wealth Advisors, LLC | 4,220 | $1.61M | 0.78% | 00.0% | Unchanged |
| Silicon Hills Wealth Management, LLC | 4,204 | $1.61M | 1.19% | −557−11.7% | Reduced |
| Wunderlich Capital Managemnt | 4,205 | $1.61M | 0.90% | +144+3.5% | Added |
| Providence First Trust Co | 4,208 | $1.61M | 0.94% | +71+1.7% | Added |
| Princeton Global Asset Management LLC | 4,209 | $1.61M | 0.52% | +3,672+683.8% | Added |
| Cubist Systematic Strategies, LLC | 4,210 | $1.61M | 0.01% | +4,210 | New |
| Brand Asset Management Group, Inc. | 4,217 | $1.61M | 0.82% | +92+2.2% | Added |
| Ascent Wealth Partners, LLC | 4,228 | $1.62M | 0.35% | −26,244−86.1% | Reduced |
| Tufton Capital Management | 4,229 | $1.62M | 0.36% | −91−2.1% | Reduced |
| Aviance Capital Partners, LLC | 4,230 | $1.62M | 0.38% | +414+10.8% | Added |
| MA Private Wealth | 4,238 | $1.62M | 0.39% | +971+29.7% | Added |
| Girard Partners Ltd. | 4,238 | $1.62M | 0.18% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 4,253 | $1.63M | 1.22% | +232+5.8% | Added |
| Capital Analysts, LLC | 4,260 | $1.63M | 0.10% | +649+18.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,265 | $1.63M | 1.12% | −345−7.5% | Reduced |
| Pictet North America Advisors SA | 4,267 | $1.63M | 0.28% | +841+24.5% | Added |
| KFA Private Wealth Group, LLC | 4,269 | $1.63M | 0.83% | −274−6.0% | Reduced |
| Hanson & Doremus Investment Management | 4,281 | $1.64M | 0.35% | +976+29.5% | Added |
| Capital Directions Investment Advisors, LLC | 4,283 | $1.64M | 0.61% | +4,283 | Added |
| Austin Private Wealth, LLC | 4,289 | $1.64M | 0.29% | +2,286+114.1% | Added |
| Juncture Wealth Strategies, LLC | 4,291 | $1.64M | 0.78% | −4,038−48.5% | Reduced |