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 |
|---|---|---|---|---|---|
| Asset Management Corp | 6,677 | $2.55M | 2.14% | −289−4.1% | Reduced |
| Plancorp, LLC | 6,684 | $2.56M | 0.15% | −493−6.9% | Reduced |
| Kelman-Lazarov, Inc. | 6,693 | $2.56M | 0.72% | −124−1.8% | Reduced |
| Rossmore Private Capital | 6,717 | $2.57M | 0.41% | −10−0.1% | Reduced |
| ForthRight Wealth Management, LLC | 6,720 | $2.57M | 1.31% | +5,354+391.9% | Added |
| Peak Planning Group, LLC | 6,720 | $2.57M | 2.26% | −634−8.6% | Reduced |
| Madison Wealth Management | 6,725 | $2.57M | 0.59% | −130−1.9% | Reduced |
| Upper Left Wealth Management, LLC | 6,748 | $2.58M | 3.05% | −42,836−86.4% | Reduced |
| Rappaport Reiches Capital Management, LLC | 6,757 | $2.58M | 1.28% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 6,760 | $2.58M | 0.82% | −148−2.1% | Reduced |
| Investment Partners, Ltd. | 6,803 | $2.60M | 1.38% | −11,500−62.8% | Reduced |
| Texas Capital Bancshares Inc | 6,841 | $2.62M | 1.83% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 6,860 | $2.62M | 1.34% | −250−3.5% | Reduced |
| Delta Investment Management, LLC | 6,884 | $2.63M | 0.85% | −99−1.4% | Reduced |
| Hyperion Partners, LLC | 6,885 | $2.63M | 2.52% | +6,885 | New |
| Capstone Financial Advisors, Inc. | 6,892 | $2.64M | 0.22% | +180+2.7% | Added |
| Fragasso Group Inc. | 6,901 | $2.64M | 0.31% | +22+0.3% | Added |
| Jackson Hole Capital Partners, LLC | 6,911 | $2.64M | 0.79% | +119+1.8% | Added |
| Phillips Financial Management, LLC | 6,912 | $2.64M | 0.27% | +7+0.1% | Added |
| First PREMIER Bank | 6,915 | $2.64M | 0.80% | +174+2.6% | Added |
| SC&H Financial Advisors, Inc. | 6,931 | $2.65M | 1.10% | +92+1.3% | Added |
| Signature Securities Group Corporation | 6,916 | $2.65M | 0.93% | −423−5.8% | Reduced |
| Bray Capital Advisors | 6,946 | $2.66M | 0.82% | +668+10.6% | Added |
| Cubic Asset Management, LLC | 6,948 | $2.66M | 0.76% | −5−0.1% | Reduced |
| Signature Wealth Management Partners, LLC | 6,953 | $2.66M | 2.62% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 6,962 | $2.66M | 0.83% | +68+1.0% | Added |
| RWM Asset Management, LLC | 6,963 | $2.66M | 0.58% | +6,593+1,781.9% | Added |
| Lockerman Financial Group, Inc. | 6,973 | $2.67M | 7.78% | +124+1.8% | Added |
| Coastal Investment Advisors, Inc. | 6,987 | $2.67M | 0.65% | +951+15.8% | Added |
| EWG Elevate Inc. | 6,988 | $2.67M | 1.35% | −11,086−61.3% | Reduced |
| Perennial Advisors, LLC | 6,988 | $2.67M | 0.85% | −262−3.6% | Reduced |
| Tyler-Stone Wealth Management | 6,996 | $2.67M | 1.82% | +136+2.0% | Added |
| Edge Wealth Management LLC | 7,090 | $2.69M | 0.63% | −590−7.7% | Reduced |
| D L Carlson Investment Group Inc | 7,049 | $2.70M | 0.58% | +1,502+27.1% | Added |
| BNC Wealth Management, LLC | 7,051 | $2.70M | 1.59% | +62+0.9% | Added |
| F&V Capital Management, LLC | 7,056 | $2.70M | 0.90% | +130+1.9% | Added |
| Boston Trust Walden Corp | 7,066 | $2.70M | 0.02% | 00.0% | Unchanged |
| Financial Architects, Inc | 7,074 | $2.71M | 0.45% | +233+3.4% | Added |
| Pinnacle Family Advisors, LLC | 7,078 | $2.71M | 1.93% | +96+1.4% | Added |
| Tanglewood Legacy Advisors, LLC | 7,083 | $2.71M | 1.93% | +7,083 | New |
| Cahill Wealth Management, LLC | 6,572 | $2.71M | 1.97% | +2,169+49.3% | Added |
| Prosperity Planning, Inc. | 7,209 | $2.72M | 1.34% | 00.0% | Unchanged |
| Pacitti Group Inc. | 7,115 | $2.72M | 2.13% | −5−0.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,124 | $2.72M | 0.72% | −1,674−19.0% | Reduced |
| Boston Research & Management Inc | 7,148 | $2.73M | 0.85% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 7,162 | $2.74M | 0.80% | +1,209+20.3% | Added |
| Waterfront Wealth Inc. | 6,761 | $2.74M | 0.94% | −41−0.6% | Reduced |
| Platform Technology Partners | 7,180 | $2.75M | 1.42% | −1,092−13.2% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 7,196 | $2.75M | 0.72% | +5,144+250.7% | Added |
| Moreno Evelyn V | 7,210 | $2.76M | 0.64% | +7,210 | New |
| DFPG Investments, LLC | 6,988 | $2.76M | 0.46% | +1,680+31.7% | Added |
| Regis Management CO LLC | 7,228 | $2.76M | 0.64% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 7,243 | $2.77M | 1.73% | −187−2.5% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 7,296 | $2.79M | 0.19% | +6,001+463.4% | Added |
| Voss Capital, LLC | 7,300 | $2.79M | 0.54% | +7,300 | New |
| CIC Wealth, LLC | 7,322 | $2.80M | 1.16% | +7,322 | New |
| Hassell Wealth Management, LLC | 7,048 | $2.80M | 2.10% | +7,048 | New |
| WJ Wealth Management, LLC | 7,357 | $2.81M | 1.63% | −5,125−41.1% | Reduced |
| Kula Investments, LLC | 7,358 | $2.81M | 0.99% | +7,358 | New |
| Symphony Financial, Ltd. Co. | 7,352 | $2.82M | 0.75% | −2,085−22.1% | Reduced |
| Nixon Peabody Trust Co | 7,384 | $2.82M | 2.29% | −128−1.7% | Reduced |
| Credential Qtrade Securities Inc. | 7,394 | $2.83M | 0.20% | +2,744+59.0% | Added |
| Western Asset Management Company, LLC | 7,398 | $2.83M | 1.23% | +162+2.2% | Added |
| Permanens Capital L.P. | 7,405 | $2.83M | 0.69% | −239−3.1% | Reduced |
| LWS Wealth Advisors, Inc. | 7,407 | $2.83M | 1.19% | +2,596+54.0% | Added |
| Hengehold Capital Management LLC | 7,415 | $2.84M | 0.39% | +1,455+24.4% | Added |
| Peregrine Asset Advisers, Inc. | 7,425 | $2.84M | 3.02% | +724+10.8% | Added |
| Northwest Capital Management Inc | 7,448 | $2.85M | 1.51% | +1,458+24.3% | Added |
| Pasadena Private Wealth, LLC | 7,459 | $2.85M | 0.88% | +18+0.2% | Added |
| Baldwin Investment Management, LLC | 7,485 | $2.86M | 0.52% | −25−0.3% | Reduced |
| Strait & Sound Wealth Management LLC | 7,200 | $2.86M | 3.13% | +7,200 | New |
| Centennial Bank | 7,494 | $2.87M | 1.64% | +7,494 | New |
| SIG North Trading, ULC | 7,495 | $2.87M | 1.48% | −62,009−89.2% | Reduced |
| Pictet Bank & Trust Ltd | 7,518 | $2.88M | 3.36% | +50+0.7% | Added |
| DHJJ Financial Advisors, Ltd. | 7,573 | $2.89M | 1.66% | −554−6.8% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 7,625 | $2.92M | 2.60% | +45+0.6% | Added |
| Samalin Investment Counsel, LLC | 7,647 | $2.92M | 1.85% | −102−1.3% | Reduced |
| Raffa Wealth Management, LLC | 7,669 | $2.93M | 1.20% | +6+0.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,363 | $2.95M | 0.04% | −673−8.4% | Reduced |
| Levin Capital Strategies, L.P. | 7,727 | $2.96M | 0.40% | +2,221+40.3% | Added |
| Acorn Financial Advisory Services Inc | 7,732 | $2.96M | 0.63% | −19−0.2% | Reduced |
| Moneda S.A. Administradora General de Fondos | 7,738 | $2.96M | 2.45% | −26−0.3% | Reduced |
| Orin Green Financial, LLC | 7,788 | $2.98M | 1.75% | −84−1.1% | Reduced |
| StoneX Group Inc. | 7,758 | $2.98M | 0.35% | −3,514−31.2% | Reduced |
| Chesapeake Wealth Management | 7,819 | $2.99M | 1.31% | −10−0.1% | Reduced |
| Personal Cfo Solutions, LLC | 7,762 | $3.00M | 0.63% | −7,725−49.9% | Reduced |
| Loudon Investment Management, LLC | 7,850 | $3.00M | 2.17% | +145+1.9% | Added |
| Creative Financial Designs Inc | 7,854 | $3.00M | 0.44% | +127+1.6% | Added |
| Clientfirst Wealth Management, LLC | 7,861 | $3.01M | 3.82% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 7,862 | $3.01M | 0.61% | −9−0.1% | Reduced |
| Twin Lakes Capital Management, LLC | 7,862 | $3.01M | 2.32% | −25−0.3% | Reduced |
| Merrion Investment Management Co, LLC | 7,869 | $3.01M | 2.80% | −204−2.5% | Reduced |
| Certified Advisory Corp | 7,874 | $3.01M | 0.60% | +861+12.3% | Added |
| SL Advisors, LLC | 7,883 | $3.01M | 6.67% | −20.0% | Reduced |
| Long Run Wealth Advisors, LLC | 7,895 | $3.02M | 1.09% | −75−0.9% | Reduced |
| Woodstock Corp | 7,899 | $3.02M | 0.40% | −161−2.0% | Reduced |
| Resources Management Corp | 7,902 | $3.02M | 0.48% | −775−8.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 7,914 | $3.03M | 0.32% | −107−1.3% | Reduced |
| Madison Wealth Partners, Inc | 7,915 | $3.03M | 1.77% | +33+0.4% | Added |
| Covenant Asset Management, LLC | 7,928 | $3.03M | 1.09% | +645+8.9% | Added |