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 |
|---|---|---|---|---|---|
| Kensington Investment Counsel, LLC | 754 | $288.5K | 0.23% | +754 | New |
| Phillips Wealth Planners LLC | 699 | $288.6K | 0.50% | +699 | New |
| Mezzasalma Advisors, LLC | 755 | $288.7K | 0.25% | +755 | New |
| Stokes Family Office, LLC | 758 | $289.9K | 0.04% | +758 | New |
| Archer Investment Corp | 760 | $290.6K | 0.11% | −2,395−75.9% | Reduced |
| Beacon Investment Advisors LLC | 760 | $290.8K | 0.24% | +760 | New |
| Security National Bank of Sioux City Iowa | 760 | $291.0K | 0.22% | +760 | New |
| ICONIQ Capital, LLC | 763 | $293.1K | 0.00% | −149−16.3% | Reduced |
| IronBridge Private Wealth, LLC | 768 | $293.7K | 0.24% | −50−6.1% | Reduced |
| Carr Financial Group Corp | 765 | $293.8K | 0.15% | +765 | New |
| Roanoke Asset Management Corp | 770 | $294.0K | 0.13% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 771 | $294.0K | 0.20% | 00.0% | Unchanged |
| United Bank | 770 | $294.5K | 0.18% | +172+28.8% | Added |
| RW Investment Management LLC | 771 | $294.9K | 0.12% | +771 | New |
| Eagle Harbor Asset Management Inc | 773 | $295.6K | 0.43% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 774 | $296.0K | 0.09% | +774 | New |
| Financial Sense Advisors, Inc. | 777 | $297.3K | 0.12% | +1+0.1% | Added |
| Watchman Group, Inc. | 780 | $298.3K | 0.16% | −220−22.0% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 781 | $298.7K | 0.19% | +172+28.2% | Added |
| Schoolcraft Capital LLC | 782 | $299.1K | 0.09% | −625−44.4% | Reduced |
| Stockman Wealth Management, Inc. | 783 | $299.4K | 0.07% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 788 | $301.0K | 0.14% | +1+0.1% | Added |
| Grant Street Asset Management, Inc. | 798 | $305.2K | 0.13% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 799 | $305.7K | 0.11% | 00.0% | Unchanged |
| Bollard Group LLC | 800 | $306.0K | 0.01% | 00.0% | Unchanged |
| Bath Savings Trust Co | 801 | $306.0K | 0.04% | +801 | New |
| Glass Jacobson Investment Advisors llc | 802 | $306.8K | 0.15% | +802 | New |
| Landaas & Co | 806 | $308.0K | 0.17% | −69−7.9% | Reduced |
| RS Crum Inc. | 806 | $308.1K | 0.14% | −12−1.5% | Reduced |
| Triune Financial Partners, LLC | 806 | $308.2K | 0.15% | +3+0.4% | Added |
| Gray Wealth Management Inc. | 807 | $308.7K | 0.18% | +807 | New |
| Sawgrass Asset Management LLC | 808 | $309.0K | 0.04% | −100−11.0% | Reduced |
| Planning Center, Inc. | 811 | $310.2K | 0.09% | +170+26.5% | Added |
| Oak Asset Management, LLC | 815 | $311.7K | 0.14% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 804 | $311.9K | 0.40% | 00.0% | Unchanged |
| Check Capital Management Inc | 816 | $312.1K | 0.03% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 816 | $312.2K | 0.21% | +5+0.6% | Added |
| Banco BTG Pactual S.A. | 819 | $313.2K | 0.18% | +819 | New |
| Marble Harbor Investment Counsel, LLC | 821 | $313.7K | 0.04% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 820 | $313.7K | 0.08% | −10−1.2% | Reduced |
| CPA Asset Management LLC | 822 | $314.4K | 0.24% | +822 | New |
| Concord Asset Management, LLC | 826 | $315.9K | 0.21% | +826 | New |
| McNaughton Wealth Management, LLC | 828 | $316.7K | 0.22% | +184+28.6% | Added |
| SevenBridge Financial Group, LLC | 829 | $317.0K | 0.09% | +25+3.1% | Added |
| Cedar Wealth Management, LLC | 830 | $317.4K | 0.16% | −205−19.8% | Reduced |
| Capstone Triton Financial Group, LLC | 833 | $318.6K | 0.26% | 00.0% | Unchanged |
| Mechanics Financial Corp | 837 | $320.0K | 0.19% | −25−2.9% | Reduced |
| RF&L Wealth Management, LLC | 842 | $322.0K | 0.33% | +842 | New |
| Warren Street Wealth Advisors, LLC | 843 | $322.4K | 0.26% | −6−0.7% | Reduced |
| Regimen Wealth, LLC | 846 | $324.0K | 0.22% | +846 | New |
| DGS Capital Management, LLC | 848 | $324.3K | 0.21% | +18+2.2% | Added |
| Piscataqua Savings Bank | 850 | $325.1K | 0.27% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 852 | $325.8K | 0.36% | +852 | New |
| Global Wealth Management Investment Advisory, Inc. | 853 | $326.2K | 0.11% | −30−3.4% | Reduced |
| Fishman Jay A Ltd | 855 | $327.0K | 0.05% | 00.0% | Unchanged |
| SevenOneSeven Capital Management | 856 | $327.4K | 0.71% | −2,224−72.2% | Reduced |
| Jag Capital Management, LLC | 856 | $327.4K | 0.05% | +856 | New |
| Windsor Advisory Group, LLC | 859 | $328.7K | 0.87% | +859 | New |
| Rezny Wealth Management, Inc. | 861 | $329.3K | 0.13% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 861 | $329.3K | 0.20% | +861 | New |
| Thomas Story & Son LLC | 864 | $330.0K | 0.17% | −90−9.4% | Reduced |
| Crew Capital Management, Ltd. | 867 | $331.6K | 0.48% | −378−30.4% | Reduced |
| Stone Point Wealth LLC | 870 | $332.7K | 0.16% | +125+16.8% | Added |
| LPWM LLC | 852 | $332.8K | 0.18% | +20+2.4% | Added |
| Rowland & Co Investment Counsel | 875 | $333.5K | 0.08% | +26+3.1% | Added |
| Essex Private Wealth Management, LLC | 875 | $334.7K | 1.25% | −250−22.2% | Reduced |
| DeDora Capital, Inc. | 876 | $335.0K | 0.16% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 877 | $335.4K | 0.21% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 878 | $335.6K | 0.18% | +1+0.1% | Added |
| Dohj, LLC | 889 | $340.0K | 0.19% | +49+5.8% | Added |
| Dividend Assets Capital, LLC | 889 | $340.0K | 0.07% | +600+207.6% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 891 | $340.6K | 0.33% | +891 | New |
| Adell Harriman & Carpenter Inc | 893 | $341.5K | 0.04% | −198−18.1% | Reduced |
| Lion Street Advisors, LLC | 744 | $341.7K | 0.18% | −1,120−60.1% | Reduced |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 896 | $343.0K | 0.18% | −81−8.3% | Reduced |
| Ade, LLC | 898 | $343.4K | 0.26% | 00.0% | Unchanged |
| Mendel Money Management | 899 | $343.8K | 0.20% | +5+0.6% | Added |
| Private Management Group Inc | 900 | $344.2K | 0.02% | 00.0% | Unchanged |
| Martin & Co Inc | 900 | $344.2K | 0.09% | 00.0% | Unchanged |
| Apeiron RIA LLC | 901 | $344.6K | 0.13% | +334+58.9% | Added |
| Advocate Group LLC | 902 | $344.9K | 0.07% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 905 | $346.1K | 0.19% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 908 | $347.2K | 0.22% | +908 | New |
| Lakewood Asset Management LLC | 919 | $351.0K | 0.28% | +919 | New |
| KCS Wealth Advisory | 921 | $352.2K | 0.15% | −73−7.3% | Reduced |
| Transatlantique Private Wealth LLC | 923 | $353.0K | 0.21% | +334+56.7% | Added |
| Gables Capital Management Inc. | 928 | $354.9K | 0.26% | −20−2.1% | Reduced |
| Coombe, Bender & Co LLC | 929 | $355.0K | 0.32% | +4+0.4% | Added |
| United Community Bank | 929 | $355.3K | 0.34% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 930 | $355.7K | 0.10% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 932 | $356.4K | 0.32% | −10−1.1% | Reduced |
| Heron Financial Group, LLC | 940 | $356.6K | 0.24% | −158−14.4% | Reduced |
| Tarbox Family Office, Inc. | 933 | $356.7K | 0.08% | −946−50.3% | Reduced |
| Alaethes Wealth LLC | 940 | $359.5K | 0.25% | −100−9.6% | Reduced |
| America First Investment Advisors, LLC | 941 | $360.0K | 0.11% | −67−6.6% | Reduced |
| Macroview Investment Management LLC | 947 | $362.0K | 0.62% | +138+17.1% | Added |
| Meridian Wealth Partners, LLC | 947 | $362.3K | 0.08% | −27−2.8% | Reduced |
| Norwood Financial Corp | 949 | $362.9K | 0.57% | −238−20.1% | Reduced |
| HHM Wealth Advisors, LLC | 950 | $363.3K | 0.08% | +118+14.2% | Added |
| Lester Murray Antman dba SimplyRich | 952 | $364.0K | 0.14% | 00.0% | Unchanged |