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 |
|---|---|---|---|---|---|
| Horizon Wealth Management, LLC | 4,297 | $1.64M | 1.34% | −384−8.2% | Reduced |
| Wedgewood Investors Inc | 4,336 | $1.66M | 2.18% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 4,353 | $1.66M | 1.41% | −645−12.9% | Reduced |
| Octavia Wealth Advisors, LLC | 4,335 | $1.67M | 0.41% | +305+7.6% | Added |
| Winch Advisory Services, LLC | 4,378 | $1.67M | 0.71% | −279−6.0% | Reduced |
| Valley National Advisers Inc | 4,232 | $1.67M | 0.30% | −139−3.2% | Reduced |
| Grandfield & Dodd, LLC | 4,393 | $1.68M | 0.12% | −87−1.9% | Reduced |
| Affinity Wealth Management LLC | 4,399 | $1.68M | 0.40% | −54−1.2% | Reduced |
| Lee Danner & Bass Inc | 4,402 | $1.68M | 0.16% | −383−8.0% | Reduced |
| Bangor Savings Bank | 4,400 | $1.68M | 0.20% | +137+3.2% | Added |
| Clarus Group, Inc. | 4,424 | $1.69M | 1.49% | +1,751+65.5% | Added |
| GW Henssler & Associates Ltd | 4,431 | $1.69M | 0.12% | +1,177+36.2% | Added |
| Audent Global Asset Management, LLC | 4,435 | $1.70M | 3.74% | −1,109−20.0% | Reduced |
| Koss-Olinger Consulting, LLC | 4,449 | $1.70M | 0.24% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 4,447 | $1.70M | 2.50% | +4,447 | New |
| Arlington Partners LLC | 4,456 | $1.70M | 0.27% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 4,465 | $1.71M | 0.82% | −84−1.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,467 | $1.71M | 0.21% | +21+0.5% | Added |
| Warner Financial, Inc | 4,479 | $1.71M | 1.31% | +14+0.3% | Added |
| Stillwater Investment Management, LLC | 4,489 | $1.72M | 0.49% | −19−0.4% | Reduced |
| Team Hewins, LLC | 4,469 | $1.72M | 0.93% | +4,469 | New |
| Claret Asset Management Corp | 4,494 | $1.72M | 0.38% | +59+1.3% | Added |
| Parkside Financial Bank & Trust | 4,502 | $1.72M | 0.50% | −87−1.9% | Reduced |
| Hillman Capital Management, Inc. | 4,511 | $1.73M | 0.68% | +4,511 | New |
| Barrett & Company, Inc. | 4,511 | $1.73M | 1.14% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 4,518 | $1.73M | 0.58% | −122−2.6% | Reduced |
| Sharkey, Howes & Javer | 4,528 | $1.73M | 0.40% | +63+1.4% | Added |
| Legacy Private Trust Co. | 4,534 | $1.73M | 0.16% | −201−4.2% | Reduced |
| White Lighthouse Investment Management Inc. | 4,546 | $1.74M | 0.47% | −244−5.1% | Reduced |
| Weaver Consulting Group | 4,554 | $1.74M | 0.89% | −14−0.3% | Reduced |
| Red Lighthouse Investment Management, LLC | 4,554 | $1.74M | 0.88% | +4,554 | New |
| CCG Wealth Management, LLC | 4,560 | $1.74M | 0.97% | −913−16.7% | Reduced |
| Barber Financial Group, Inc. | 4,581 | $1.75M | 0.49% | +4,581 | New |
| Evensky & Katz LLC | 4,581 | $1.75M | 0.16% | +9+0.2% | Added |
| Cahaba Wealth Management, Inc. | 4,584 | $1.75M | 0.22% | +596+14.9% | Added |
| AlphaStar Capital Management, LLC | 4,590 | $1.76M | 0.18% | +1,022+28.6% | Added |
| Atlas Brown,Inc. | 4,606 | $1.76M | 0.87% | +526+12.9% | Added |
| Abacus Wealth Partners, LLC | 4,627 | $1.77M | 0.63% | −295−6.0% | Reduced |
| Country Trust Bank | 4,631 | $1.77M | 0.05% | +100+2.2% | Added |
| Polaris Wealth Advisory Group, LLC | 4,479 | $1.77M | 0.13% | −32−0.7% | Reduced |
| Northside Capital Management, LLC | 4,636 | $1.77M | 0.53% | +816+21.4% | Added |
| Sompo Asset Management Co., Ltd. | 4,640 | $1.77M | 0.41% | +2,940+172.9% | Added |
| Facet Wealth, Inc. | 4,352 | $1.78M | 0.11% | +1,325+43.8% | Added |
| Moss Adams Wealth Advisors LLC | 4,622 | $1.78M | 0.89% | +4,622 | New |
| Spring Capital Management, LLC | 4,646 | $1.78M | 1.53% | +858+22.7% | Added |
| Verity Asset Management, Inc. | 4,649 | $1.78M | 1.52% | +164+3.7% | Added |
| SeaBridge Investment Advisors LLC | 4,655 | $1.78M | 0.63% | 00.0% | Unchanged |
| Southern Wealth Management, LLP | 4,667 | $1.78M | 0.72% | −46−1.0% | Reduced |
| Bull Street Advisors, LLC | 4,672 | $1.79M | 0.93% | 00.0% | Unchanged |
| Capital City Trust Co | 4,679 | $1.79M | 0.59% | −228−4.6% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 4,683 | $1.79M | 0.44% | +4,683 | New |
| Geometric Wealth Advisors | 4,694 | $1.80M | 0.73% | +1,962+71.8% | Added |
| Horizon Investment Services, LLC | 4,699 | $1.80M | 1.30% | −26−0.6% | Reduced |
| Modus Advisors, LLC | 4,712 | $1.80M | 0.87% | −7,784−62.3% | Reduced |
| Asset Allocation Strategies LLC | 4,713 | $1.80M | 1.22% | +4,713 | New |
| Northstar Advisory Group, LLC | 4,715 | $1.80M | 1.43% | +3,087+189.6% | Added |
| Strategic Wealth Partners, Ltd. | 4,747 | $1.82M | 0.34% | −30,741−86.6% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 4,761 | $1.82M | 0.11% | 00.0% | Unchanged |
| Noked Israel Ltd | 4,794 | $1.83M | 0.70% | −1,615−25.2% | Reduced |
| Roffman Miller Associates Inc | 4,796 | $1.83M | 0.15% | +586+13.9% | Added |
| Capital Research Global Investors | 4,787 | $1.84M | 0.00% | +2,424+102.6% | Added |
| Searle & Co. | 4,800 | $1.84M | 0.63% | +500+11.6% | Added |
| Spectrum Wealth Advisory Group, LLC | 4,801 | $1.84M | 2.56% | −233−4.6% | Reduced |
| Desjardins Global Asset Management Inc. | 4,807 | $1.84M | 0.29% | −321−6.3% | Reduced |
| Augustine Asset Management Inc | 4,822 | $1.84M | 1.02% | +4,822 | New |
| Innova Wealth Partners | 4,828 | $1.85M | 1.63% | +2,090+76.3% | Added |
| Wealthquest Corp | 4,832 | $1.85M | 0.24% | +31+0.6% | Added |
| Toroso Investments, LLC | 4,835 | $1.85M | 0.07% | −57−1.2% | Reduced |
| Consolidated Planning Corp | 4,836 | $1.85M | 0.51% | −13,050−73.0% | Reduced |
| Hardy Reed LLC | 4,841 | $1.85M | 0.35% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 4,844 | $1.85M | 1.14% | +1,037+27.2% | Added |
| Inspirion Wealth Advisors, LLC | 4,846 | $1.85M | 0.39% | −250−4.9% | Reduced |
| Congress Park Capital LLC | 4,847 | $1.85M | 1.18% | +1,450+42.7% | Added |
| BCR Wealth Strategies, LLC | 4,853 | $1.85M | 1.60% | 00.0% | Unchanged |
| Private Wealth Group, LLC | 4,852 | $1.86M | 2.63% | +1,344+38.3% | Added |
| Newman Dignan & Sheerar, Inc. | 4,859 | $1.86M | 0.62% | +97+2.0% | Added |
| ML & R Wealth Management LLC | 4,887 | $1.87M | 0.56% | −76−1.5% | Reduced |
| Beck Bode, LLC | 4,892 | $1.87M | 0.42% | +4,892 | New |
| Joseph P. Lucia & Associates, LLC | 4,896 | $1.87M | 1.40% | −32−0.6% | Reduced |
| Cooper/Haims Advisors, LLC | 4,900 | $1.87M | 1.33% | −38−0.8% | Reduced |
| Triton Wealth Management, PLLC | 4,736 | $1.88M | 1.14% | +116+2.5% | Added |
| AlphaQ Advisors LLC | 4,906 | $1.88M | 1.63% | +4,906 | New |
| Cornerstone Advisory, LLC | 4,912 | $1.88M | 0.37% | +486+11.0% | Added |
| Compass Wealth Management LLC | 4,914 | $1.88M | 0.62% | +4,914 | New |
| BHK Investment Advisors, LLC | 4,928 | $1.88M | 1.06% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 4,930 | $1.89M | 0.30% | −98−1.9% | Reduced |
| Marshall & Sullivan Inc | 4,937 | $1.89M | 1.18% | −136−2.7% | Reduced |
| Wick Capital Partners, LLC | 4,946 | $1.89M | 1.06% | −170−3.3% | Reduced |
| Sunesis Advisors, LLC | 4,948 | $1.89M | 1.21% | 00.0% | Unchanged |
| HCR Wealth Advisors | 4,937 | $1.90M | 0.40% | +36+0.7% | Added |
| James Investment Research Inc | 4,978 | $1.90M | 0.27% | +296+6.3% | Added |
| Picton Mahoney Asset Management | 4,980 | $1.91M | 0.10% | +100+2.0% | Added |
| Silver Oak Securities, Inc | 4,987 | $1.91M | 0.36% | −205−3.9% | Reduced |
| TIG Advisors, LLC | 5,000 | $1.91M | 0.13% | −26,213−84.0% | Reduced |
| Intrepid Family Office LLC | 5,000 | $1.91M | 4.95% | +5,000 | New |
| One68 Global Capital, LLC | 5,000 | $1.91M | 6.05% | +5,000 | New |
| Duncker Streett & Co Inc | 5,004 | $1.91M | 0.46% | −180−3.5% | Reduced |
| Pavion Blue Capital, LLC | 5,032 | $1.92M | 1.23% | +30+0.6% | Added |
| Anchor Investment Management, LLC | 5,035 | $1.93M | 0.28% | +89+1.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 5,041 | $1.93M | 0.65% | +240+5.0% | Added |