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 |
|---|---|---|---|---|---|
| Peterson Wealth Services | 5,041 | $1.93M | 1.10% | +3,387+204.8% | Added |
| Watershed Private Wealth LLC | 5,049 | $1.93M | 1.47% | +5,049 | New |
| Financial Network Wealth Management LLC | 5,051 | $1.93M | 1.04% | −31−0.6% | Reduced |
| MV Capital Management, Inc. | 5,053 | $1.93M | 0.30% | +1,781+54.4% | Added |
| Ironwood Financial, llc | 5,057 | $1.93M | 0.60% | +538+11.9% | Added |
| Summit Place Financial Advisors, LLC | 5,059 | $1.93M | 1.59% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 101,720 | $1.94M | 1.09% | +97,827+2,512.9% | Added |
| Erickson Financial Group, LLC | 5,063 | $1.94M | 2.10% | +792+18.5% | Added |
| Home Federal Bank of Tennessee | 5,069 | $1.94M | 0.74% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 5,082 | $1.94M | 0.55% | +11+0.2% | Added |
| Epiq Partners, LLC | 5,089 | $1.95M | 1.30% | +50+1.0% | Added |
| LaSalle St. Investment Advisors, LLC | 5,093 | $1.95M | 0.92% | +5,093 | New |
| Silverleafe Capital Partners, LLC | 5,096 | $1.95M | 1.29% | −40−0.8% | Reduced |
| Leeward Financial Partners, LLC | 5,099 | $1.95M | 1.35% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 5,099 | $1.95M | 0.27% | −39−0.8% | Reduced |
| Summit Financial Strategies, Inc. | 5,106 | $1.95M | 0.42% | +180+3.7% | Added |
| Andesa Financial Management Inc. | 5,112 | $1.95M | 1.07% | +4,530+778.4% | Added |
| Key Square Capital Management LLC | 5,124 | $1.96M | 1.95% | +5,124 | New |
| Advanced Asset Management Advisors Inc | 5,137 | $1.96M | 0.49% | −183−3.4% | Reduced |
| TMD Wealth Management, LLC | 5,140 | $1.97M | 0.87% | +2,584+101.1% | Added |
| Rice Partnership, LLC | 5,156 | $1.97M | 0.62% | +41+0.8% | Added |
| Mathes Company, Inc. | 5,163 | $1.97M | 1.00% | +100+2.0% | Added |
| InTrack Investment Management Inc | 5,162 | $1.97M | 1.98% | −18−0.3% | Reduced |
| Wealth Advisors, Inc. | 5,165 | $1.98M | 1.05% | +155+3.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 5,179 | $1.98M | 0.43% | −248−4.6% | Reduced |
| Disciplined Investments, LLC | 5,193 | $1.99M | 0.97% | −24−0.5% | Reduced |
| Baldwin Brothers Inc | 5,200 | $1.99M | 0.18% | +189+3.8% | Added |
| Gainplan LLC | 5,202 | $1.99M | 4.75% | −74,742−93.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,234 | $2.00M | 0.25% | −735−12.3% | Reduced |
| Eldridge Investment Advisors, Inc. | 5,235 | $2.00M | 0.70% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 5,236 | $2.00M | 0.06% | +334+6.8% | Added |
| Trail Ridge Investment Advisors, LLC | 5,238 | $2.00M | 1.38% | −5−0.1% | Reduced |
| Atwood & Palmer Inc | 5,242 | $2.00M | 0.18% | +1,380+35.7% | Added |
| Revolve Wealth Partners, LLC | 5,252 | $2.01M | 0.57% | −336−6.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,257 | $2.01M | 0.49% | −986−15.8% | Reduced |
| Ironwood Investment Counsel, LLC | 5,258 | $2.01M | 0.49% | +1,846+54.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,259 | $2.01M | 1.96% | +6+0.1% | Added |
| Asset Management Group, Inc. | 5,269 | $2.01M | 0.47% | −4−0.1% | Reduced |
| Parsons Capital Management Inc | 5,270 | $2.02M | 0.17% | +56+1.1% | Added |
| Baystate Wealth Management LLC | 5,279 | $2.02M | 0.18% | +1,421+36.8% | Added |
| Cadinha & Co LLC | 5,298 | $2.03M | 0.45% | −899−14.5% | Reduced |
| Means Investment Co., Inc. | 5,312 | $2.03M | 0.41% | −597−10.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,325 | $2.04M | 0.25% | −1,822−25.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 5,345 | $2.04M | 0.58% | +5,345 | New |
| Harbour Capital Advisors, LLC | 5,379 | $2.05M | 0.69% | −400−6.9% | Reduced |
| Sky Investment Group LLC | 5,388 | $2.06M | 0.49% | +174+3.3% | Added |
| Douglass Winthrop Advisors, LLC | 5,399 | $2.06M | 0.06% | +1,794+49.8% | Added |
| Harvest Investment Services, LLC | 5,401 | $2.07M | 2.21% | +1,349+33.3% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 5,420 | $2.07M | 1.59% | +5,420 | New |
| Northern Oak Wealth Management Inc | 5,427 | $2.08M | 0.30% | −14−0.3% | Reduced |
| Mirador Capital Partners LP | 5,427 | $2.08M | 0.49% | +3,960+269.9% | Added |
| SOA Wealth Advisors, LLC. | 5,428 | $2.08M | 0.56% | −216−3.8% | Reduced |
| Raleigh Capital Management Inc. | 5,430 | $2.08M | 1.08% | +2,413+80.0% | Added |
| LJI Wealth Management, LLC | 5,434 | $2.08M | 0.73% | +5,434 | New |
| Marquette Asset Management, LLC | 5,436 | $2.08M | 0.61% | −3,427−38.7% | Reduced |
| Essex Savings Bank | 5,440 | $2.08M | 0.73% | +295+5.7% | Added |
| Middleton & Co Inc | 5,449 | $2.08M | 0.31% | −155−2.8% | Reduced |
| Trinity Legacy Partners, LLC | 5,451 | $2.08M | 0.83% | −2,921−34.9% | Reduced |
| Towerpoint Wealth, LLC | 5,463 | $2.09M | 1.21% | +53+1.0% | Added |
| Empirical Asset Management, LLC | 5,497 | $2.09M | 2.20% | +1,893+52.5% | Added |
| L.M. Kohn & Company | 5,477 | $2.09M | 0.98% | +10.0% | Added |
| EHP Funds Inc. | 5,500 | $2.10M | 0.44% | +2,900+111.5% | Added |
| Granite Point Capital Management, L.P. | 5,500 | $2.10M | 2.54% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 5,505 | $2.11M | 1.05% | +4,658+549.9% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 5,537 | $2.12M | 0.48% | −192−3.4% | Reduced |
| High Net Worth Advisory Group LLC | 5,541 | $2.12M | 0.82% | +94+1.7% | Added |
| Financial Advisory Corp | 5,556 | $2.13M | 1.06% | −359−6.1% | Reduced |
| Farmers National Bank | 5,567 | $2.13M | 0.76% | +2,766+98.8% | Added |
| Legacy Financial Strategies, LLC | 5,589 | $2.14M | 0.88% | +160+2.9% | Added |
| Asset Allocation & Management Company, LLC | 5,594 | $2.14M | 0.83% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 5,600 | $2.14M | 1.31% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 5,600 | $2.14M | 0.83% | +3,583+177.6% | Added |
| Verus Financial Partners, Inc. | 5,290 | $2.15M | 0.30% | −248−4.5% | Reduced |
| Visionary Wealth Advisors | 5,624 | $2.15M | 0.20% | +351+6.7% | Added |
| BEAM Asset Management, LLC | 5,633 | $2.15M | 2.25% | −457−7.5% | Reduced |
| EverSource Wealth Advisors, LLC | 5,636 | $2.16M | 0.33% | +3,038+116.9% | Added |
| Financial Advisors Network, Inc. | 5,636 | $2.16M | 0.57% | +531+10.4% | Added |
| TNF LLC | 5,268 | $2.16M | 0.98% | −6−0.1% | Reduced |
| Ironwood Wealth Management, LLC. | 5,652 | $2.16M | 0.90% | +1,035+22.4% | Added |
| Mitchell Sinkler & Starr | 5,655 | $2.16M | 0.70% | +1,240+28.1% | Added |
| FinTrust Capital Advisors, LLC | 5,695 | $2.18M | 0.53% | +3,410+149.2% | Added |
| Toth Financial Advisory Corp | 5,712 | $2.18M | 0.35% | +480+9.2% | Added |
| NVWM, LLC | 5,699 | $2.19M | 0.80% | +514+9.9% | Added |
| DB Wealth Management Group, LLC | 5,728 | $2.19M | 1.42% | −1,872−24.6% | Reduced |
| Selway Asset Management | 5,729 | $2.19M | 1.16% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 5,730 | $2.19M | 0.14% | −160−2.7% | Reduced |
| Libra Wealth LLC | 5,734 | $2.19M | 1.77% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 5,755 | $2.20M | 0.84% | −92−1.6% | Reduced |
| AlphaCore Capital LLC | 5,758 | $2.20M | 0.85% | +427+8.0% | Added |
| David Loasby | 5,567 | $2.20M | 0.29% | +3,615+185.2% | Added |
| WNY Asset Management, LLC | 5,768 | $2.21M | 0.60% | +200+3.6% | Added |
| Financial Synergies Wealth Advisors, Inc. | 5,773 | $2.21M | 0.34% | +66+1.2% | Added |
| Matrix Private Capital Group LLC | 5,748 | $2.21M | 1.44% | −5−0.1% | Reduced |
| Martel Wealth Advisors Inc | 5,792 | $2.22M | 0.60% | +642+12.5% | Added |
| City Holding Co | 5,819 | $2.23M | 0.42% | −44−0.8% | Reduced |
| Beaumont Financial Advisors, LLC | 5,820 | $2.23M | 0.22% | +5,820 | New |
| Farmers & Merchants Trust Co of Long Beach | 5,820 | $2.23M | 0.63% | +2,025+53.4% | Added |
| Acropolis Investment Management, LLC | 5,826 | $2.23M | 0.20% | +10.0% | Added |
| Wealth Management Partners, LLC | 6,000 | $2.23M | 1.86% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 5,838 | $2.23M | 0.85% | −137−2.3% | Reduced |