Skip to main content
Livermore
Livermore
ZHEN

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; 4,668 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.

Institutional holdersQ4 2022: 3,310 institutions
Q1 2021: 2,734 institutionsQ2 2021: 2,744 institutionsQ3 2021: 2,758 institutionsQ4 2021: 3,181 institutionsQ1 2022: 3,144 institutionsQ2 2022: 3,099 institutionsQ3 2022: 3,059 institutionsQ4 2022: 3,310 institutionsQ1 2023: 3,268 institutionsQ2 2023: 3,310 institutionsQ3 2023: 3,329 institutionsQ4 2023: 3,694 institutionsQ1 2024: 3,705 institutionsQ2 2024: 3,766 institutionsQ3 2024: 3,807 institutionsQ4 2024: 4,242 institutionsQ1 2025: 4,189 institutionsQ2 2025: 4,245 institutionsQ3 2025: 4,264 institutionsQ4 2025: 4,646 institutionsQ1 2026: 4,600 institutionsQ2 2026: 4,668 institutions
Value heldQ4 2022: $207.8B
Q1 2021: $225.0BQ2 2021: $231.3BQ3 2021: $245.4BQ4 2021: $290.9BQ1 2022: $258.8BQ2 2022: $207.3BQ3 2022: $200.9BQ4 2022: $207.8BQ1 2023: $214.8BQ2 2023: $249.1BQ3 2023: $230.9BQ4 2023: $295.1BQ1 2024: $304.2BQ2 2024: $299.6BQ3 2024: $328.5BQ4 2024: $342.5BQ1 2025: $313.6BQ2 2025: $343.0BQ3 2025: $357.7BQ4 2025: $374.7BQ1 2026: $356.9BQ2 2026: $448.3B
Institutions holding SPY and their total value by quarter
QuarterHoldersValue
Q2 20264,668$448.3B
Q1 20264,600$356.9B
Q4 20254,646$374.7B
Q3 20254,264$357.7B
Q2 20254,245$343.0B
Q1 20254,189$313.6B
Q4 20244,242$342.5B
Q3 20243,807$328.5B
Q2 20243,766$299.6B
Q1 20243,705$304.2B
Q4 20233,694$295.1B
Q3 20233,329$230.9B
Q2 20233,310$249.1B
Q1 20233,268$214.8B
Q4 20223,310$207.8B
Q3 20223,059$200.9B
Q2 20223,099$207.3B
Q1 20223,144$258.8B
Q4 20213,181$290.9B
Q3 20212,758$245.4B
Q2 20212,744$231.3B
Q1 20212,734$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.

Institutions holding SPY in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
WFA Asset Management Corp319$121.9K0.08%+2+0.6%Added
1832 Asset Management L.P.322$123.1K0.00%+322New
Clearview Wealth Advisors LLC330$126.2K0.10%−12−3.5%Reduced
Cornerstone Planning Group LLC325$126.3K0.05%+325New
Highline Wealth Partners LLC334$127.6K0.09%−12−3.5%Reduced
Elgethun Capital Management340$129.0K0.05%+1+0.3%Added
Orion Capital Management LLC350$133.9K0.10%−2−0.6%Reduced
Financial Connections Group, Inc.352$134.0K0.11%−5−1.4%Reduced
CarsonAllaria Wealth Management, Ltd.356$136.0K0.12%00.0%Unchanged
Coston, McIsaac & Partners359$137.0K0.05%00.0%Unchanged
Gleason Group, Inc.363$138.6K0.04%+2+0.6%Added
Riggs Asset Managment Co. Inc.366$140.0K0.06%+103+39.2%Added
Global Wealth Strategies & Associates371$141.9K0.08%+371New
Lee Financial Co378$144.6K0.02%+2+0.5%Added
Thomas J. Herzfeld Advisors, Inc.390$149.1K0.06%00.0%Unchanged
Ten Capital Wealth Advisors, LLC396$151.4K0.06%−1,680−80.9%Reduced
Alpha DNA Investment Management LLC419$160.2K0.09%+419New
Chelsea Counsel Co419$161.0K0.08%+419New
Sound Income Strategies, LLC436$166.9K0.02%−650−59.9%Reduced
Dougherty Wealth Advisers LLC437$167.1K0.27%+39+9.8%Added
Glassy Mountain Advisors, Inc.448$171.3K0.09%+448New
Osterweis Capital Management Inc–$172.5K0.01%––
Freedom Wealth Alliance, LLC465$177.8K0.25%+465New
Koesten, Hirschmann & Crabtree, INC.467$178.6K0.15%+467New
Blackhill Capital Inc478$182.8K0.02%00.0%Unchanged
Blume Capital Management, Inc.484$185.1K0.06%−140−22.4%Reduced
Pathway Financial Advisers, LLC485$186.3K0.08%+485New
IAG Wealth Partners, LLC489$187.0K0.06%+94+23.8%Added
Creative Capital Management Investments LLC494$189.0K0.16%+494New
Advisors Preferred, LLC500$190.4K0.08%+500New
Kraematon Investment Advisors, Inc513$196.1K0.21%+513New
Highlander Capital Management, LLC520$199.0K0.10%00.0%Unchanged
Level Financial Advisors, Inc.522$200.0K0.13%00.0%Unchanged
My Legacy Advisors, LLC487$200.8K0.09%+487New
Mma Asset Management LLC525$200.9K0.16%+525New
Strong Tower Advisory Services525$201.1K0.12%+525New
Walled Lake Planning & Wealth Management, LLC527$201.5K0.14%−77−12.7%Reduced
Sargent Investment Group, LLC527$201.5K0.06%+527New
CKW Financial Group529$202.0K0.03%+5+1.0%Added
NCM Capital Management, LLC529$202.0K0.13%+529New
West Michigan Advisors, LLC530$202.5K0.15%+530New
Oak Family Advisors, LLC530$202.7K0.11%−83−13.5%Reduced
MJP Associates Inc533$203.7K0.06%−151−22.1%Reduced
ClearBridge Investments Ltd533$203.8K0.01%+533New
Cross Staff Investments Inc533$203.9K0.21%−329−38.2%Reduced
44 Wealth Management LLC534$204.2K0.07%+534New
Lumature Wealth Partners, LLC535$204.6K0.11%00.0%Unchanged
CCM Investment Advisers LLC535$204.6K0.03%+535New
Greytown Advisors Inc.530$204.6K0.11%−374−41.4%Reduced
Alpha Financial Advisors, LLC537$205.3K0.18%+537New
Presidio Capital Management, LLC538$205.6K0.19%−41−7.1%Reduced
Somerville Kurt F540$206.5K0.04%−620−53.4%Reduced
Cascade Investment Advisors, Inc.541$207.0K0.17%+10+1.9%Added
Twelve Points Wealth Management LLC546$208.8K0.14%−41−7.0%Reduced
Disciplined Equity Management, Inc.546$209.0K0.18%00.0%Unchanged
CJM Wealth Advisers, Ltd.547$209.1K0.13%+547New
ShankerValleau Wealth Advisors, Inc.547$209.2K0.13%+547New
Davidson Trust Co549$210.0K0.19%+549New
KC Investment Advisors, LLC549$210.0K0.20%+549New
Lynch & Associates550$210.3K0.05%+550New
Atlas Private Wealth Management551$210.7K0.10%+551New
Advisors Management Group Inc552$211.0K0.08%+552New
Elevated Capital Advisors, LLC552$211.1K0.08%+552New
Basepoint Wealth LLC552$211.2K0.19%+552New
Friedenthal Financial555$212.0K0.15%+555New
Court Place Advisors, LLC886$212.1K0.08%+3+0.3%Added
BetterWealth, LLC556$212.6K0.10%+556New
Landmark Wealth Management, LLC558$213.0K0.15%+558New
Community Bank of Raymore558$213.4K0.08%+558New
SPC Financial, Inc.559$213.8K0.03%+559New
Northwest Quadrant Wealth Management, LLC561$214.6K0.07%+2+0.4%Added
Axim Planning & Wealth562$214.9K0.22%+187+49.9%Added
Quad-Cities Investment Group, LLC562$214.9K0.16%+562New
Baldrige Asset Management LLC565$216.0K0.10%00.0%Unchanged
Santori & Peters567$216.9K0.13%+1+0.2%Added
Delap Wealth Advisory, LLC569$217.6K0.23%+569New
KilterHowling LLC572$218.7K0.23%+1+0.2%Added
J2 Capital Management Inc572$218.8K0.38%+572New
First Citizens Asset Management, Inc.574$219.5K0.12%+574New
Astoria Strategic Wealth, Inc.575$219.9K0.09%00.0%Unchanged
Brown Financial Advisory576$220.3K0.23%00.0%Unchanged
SJA Financial Advisory, LLC578$221.1K0.20%+13+2.3%Added
Woodley Farra Manion Portfolio Management Inc575$221.2K0.02%+575New
Lincoln Capital LLC584$223.4K0.06%−5−0.8%Reduced
Eclectic Associates Inc584$223.5K0.11%+584New
Campbell Newman Asset Management Inc586$224.1K0.02%−1,014−63.4%Reduced
Western Pacific Wealth Management, LP587$224.5K0.19%+251+74.7%Added
Signature Wealth Management Group587$224.5K0.11%+587New
Live Oak Investment Partners–$225.6K0.21%–New
Financial Advisors, LLC590$225.6K0.06%−359−37.8%Reduced
O'Brien Greene & Co. Inc593$227.0K0.09%−1,732−74.5%Reduced
Bay Harbor Wealth Management, LLC592$227.0K0.10%−17−2.8%Reduced
Keudell/Morrison Wealth Management594$227.2K0.07%+594New
IMPACTfolio, LLC595$228.0K0.21%00.0%Unchanged
Eagle Ridge Investment Management597$228.3K0.03%00.0%Unchanged
Hanlon Investment Management, Inc.600$229.5K0.08%−232−27.9%Reduced
3D/L Capital Management, LLC600$229.5K0.06%00.0%Unchanged
Marex Group plc600$230.1K0.03%+600New
WMG Financial Advisors, LLC607$232.1K0.20%−34−5.3%Reduced
Iams Wealth Management, LLC608$232.5K0.24%+608New