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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| RPG Investment Advisory, LLC | 610 | $233.0K | 0.04% | +610 | New |
| Fullen Financial Group | 575 | $234.0K | 0.13% | −169−22.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 614 | $234.8K | 0.04% | −33,814−98.2% | Reduced |
| Martin Capital Partners, LLC | 615 | $235.0K | 0.10% | −787−56.1% | Reduced |
| Field & Main Bank | 617 | $236.0K | 0.15% | +305+97.8% | Added |
| Cornerstone National Bank & Trust Co | 621 | $237.5K | 0.13% | −160−20.5% | Reduced |
| Maltin Wealth Management, Inc. | 622 | $237.8K | 0.17% | −3,043−83.0% | Reduced |
| Peninsula Wealth, LLC | 623 | $238.3K | 0.07% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 626 | $239.0K | 0.05% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 625 | $239.0K | 0.10% | −332−34.7% | Reduced |
| Strategic Investment Solutions, Inc. | 574 | $239.4K | 0.12% | +574 | New |
| North Point Portfolio Managers Corp | 627 | $239.8K | 0.04% | +50+8.7% | Added |
| Jensen Investment Management Inc | 630 | $240.9K | 0.00% | +630 | New |
| Ami Asset Management Corp | 631 | $241.0K | 0.02% | +631 | New |
| Provident Wealth Management, LLC | 631 | $241.3K | 0.14% | −4−0.6% | Reduced |
| Bowman & Co S.C. | 631 | $241.4K | 0.19% | +1+0.2% | Added |
| Crown Wealth Group, LLC | 632 | $241.7K | 0.23% | +632 | New |
| Peloton Wealth Strategists | 632 | $242.0K | 0.12% | +22+3.6% | Added |
| Crescent Sterling, Ltd. | 633 | $242.1K | 0.26% | +633 | New |
| Rise Advisors, LLC | 637 | $243.5K | 0.20% | +231+56.9% | Added |
| Parcion Private Wealth LLC | 637 | $243.6K | 0.03% | +71+12.5% | Added |
| Walker Asset Management, LLC | 638 | $244.0K | 0.21% | +38+6.3% | Added |
| Northeast Financial Group, Inc. | 640 | $244.8K | 0.19% | −328−33.9% | Reduced |
| New Capital Management LP | 641 | $245.1K | 0.11% | 00.0% | Unchanged |
| Costello Asset Management, INC | 641 | $245.1K | 0.22% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 643 | $246.0K | 0.15% | −211−24.7% | Reduced |
| Acas, LLC | 644 | $246.3K | 0.38% | +644 | New |
| Legacy Bridge, LLC | 647 | $247.4K | 0.18% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 649 | $248.2K | 0.06% | +193+42.3% | Added |
| Bridgecreek Investment Management, LLC | 650 | $248.6K | 0.06% | −50−7.1% | Reduced |
| GoalVest Advisory LLC | 650 | $248.6K | 0.16% | 00.0% | Unchanged |
| Hill Island Financial LLC | 651 | $248.9K | 0.11% | +3+0.5% | Added |
| Braun-Bostich & Associates Inc. | 651 | $249.0K | 0.72% | +3+0.5% | Added |
| Baugh & Associates, LLC | 650 | $249.0K | 0.16% | −11−1.7% | Reduced |
| AF Advisors, Inc. | 700 | $250.0K | 0.16% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 655 | $250.5K | 0.01% | 00.0% | Unchanged |
| RDA Financial Network | 656 | $250.8K | 0.13% | −122−15.7% | Reduced |
| FC Advisory LLC | 657 | $251.2K | 0.12% | +1+0.2% | Added |
| Harbour Investment Management LLC | 656 | $251.9K | 0.15% | −20−3.0% | Reduced |
| Wealth Management Solutions, LLC | 658 | $252.0K | 0.13% | +658 | New |
| Forefront Wealth Management Inc. | 661 | $252.8K | 0.34% | +661 | New |
| Pacific Sage Partners, LLC | 662 | $253.2K | 0.08% | +662 | New |
| swisspartners Advisors Ltd | 665 | $254.3K | 0.23% | +665 | New |
| Quest Investment Management LLC | 666 | $254.7K | 0.03% | 00.0% | Unchanged |
| Verum Partners LLC | 666 | $254.7K | 0.31% | +666 | New |
| Wealth Management Associates, Inc. | 667 | $255.1K | 0.17% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 667 | $255.2K | 0.08% | 00.0% | Unchanged |
| Two Point Capital Management, Inc. | 668 | $255.5K | 0.16% | +668 | New |
| Wolff Wiese Magana LLC | 669 | $255.9K | 0.22% | −154−18.7% | Reduced |
| Financial Alternatives, Inc | 675 | $258.0K | 0.26% | +675 | New |
| Pacific Global Investment Management CO | 675 | $258.1K | 0.06% | +675 | New |
| Cannon Financial Strategists, Inc. | 678 | $259.3K | 0.09% | −260−27.7% | Reduced |
| Core Wealth Partners LLC | 1,265 | $260.8K | 0.32% | +1,265 | New |
| Planning Directions Inc | 684 | $261.0K | 0.20% | +1+0.1% | Added |
| Mainstay Capital Management LLC | 683 | $261.2K | 0.06% | +683 | New |
| Miller Howard Investments Inc | 684 | $261.6K | 0.01% | +684 | New |
| First Financial Corp | 685 | $262.0K | 0.16% | 00.0% | Unchanged |
| KBC Group NV | 684 | $262.0K | 0.00% | +684 | New |
| Crumly & Associates Inc. | 687 | $262.7K | 0.10% | +687 | New |
| Financial Enhancement Group LLC | 641 | $263.2K | 0.05% | +598+1,390.7% | Added |
| HF Advisory Group, LLC | 689 | $263.4K | 0.27% | +689 | New |
| FLC Capital Advisors | 693 | $265.0K | 0.08% | −736−51.5% | Reduced |
| Somerset Trust Co | 692 | $265.0K | 0.11% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 693 | $265.0K | 0.05% | −85−10.9% | Reduced |
| Cutler Capital Management, LLC | 695 | $265.9K | 0.11% | −240−25.7% | Reduced |
| Hudock, Inc. | 696 | $266.5K | 0.09% | +113+19.4% | Added |
| Pring Turner Capital Group Inc | 697 | $266.6K | 0.29% | −1,567−69.2% | Reduced |
| Pacific Sun Financial Corp | 698 | $267.1K | 0.19% | −60−7.9% | Reduced |
| Prostatis Group LLC | 699 | $267.2K | 0.16% | +699 | New |
| PSI Advisors, LLC | 699 | $267.4K | 0.14% | −109−13.5% | Reduced |
| Decatur Capital Management, Inc. | 702 | $268.0K | 0.19% | −189−21.2% | Reduced |
| Southland Equity Partners LLC | 701 | $268.1K | 0.10% | +4+0.6% | Added |
| Gill Capital Partners, LLC | 703 | $268.8K | 0.13% | −696−49.7% | Reduced |
| Dudley Capital Management, LLC | 703 | $268.8K | 0.20% | +703 | New |
| Colonial River Wealth Management, LLC | 704 | $269.2K | 0.17% | −398−36.1% | Reduced |
| Sonoma Private Wealth LLC | 704 | $269.2K | 0.59% | +704 | New |
| 180 Wealth Advisors, LLC | 666 | $269.5K | 0.06% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 706 | $270.0K | 0.17% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 709 | $271.0K | 0.07% | +709 | New |
| Morling Financial Advisors, LLC | 709 | $271.1K | 0.35% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 710 | $272.0K | 0.09% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 715 | $273.4K | 0.11% | +715 | New |
| Bernardo Wealth Planning LLC | 716 | $273.8K | 0.13% | −12−1.6% | Reduced |
| Avaii Wealth Management, LLC | 716 | $273.8K | 0.24% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 720 | $276.0K | 0.05% | +720 | New |
| Beverly Hills Private Wealth, LLC | 725 | $277.3K | 0.12% | +725 | New |
| Arcadia Investment Management Corp | 726 | $277.6K | 0.06% | −400−35.5% | Reduced |
| Pflug Koory, LLC | 728 | $278.0K | 0.15% | −5−0.7% | Reduced |
| Security National Bank of So Dak | 730 | $279.0K | 0.20% | +730 | New |
| Garrison Asset Management, LLC | 731 | $279.6K | 0.18% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 729 | $280.0K | 0.08% | +729 | New |
| Mendel Capital Management LLC | 736 | $281.6K | 0.29% | −23−3.0% | Reduced |
| M. Kulyk & Associates, LLC | 746 | $285.3K | 0.10% | +124+19.9% | Added |
| Stillwater Capital Advisors, LLC | 746 | $285.3K | 0.06% | +746 | New |
| Pointe Capital Management LLC | 746 | $286.0K | 0.22% | −175−19.0% | Reduced |
| Partners in Financial Planning | 752 | $286.4K | 0.08% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 746 | $286.5K | 0.20% | +7+0.9% | Added |
| Maryland Capital Advisors Inc. | 750 | $286.8K | 0.27% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 751 | $287.2K | 0.21% | +751 | New |
| Community Bank & Trust, Waco, Texas | 752 | $288.0K | 0.09% | +752 | New |