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 |
|---|---|---|---|---|---|
| Topel & Distasi Wealth Management, LLC | 954 | $364.7K | 0.20% | +5+0.5% | Added |
| Bridges Investment Management Inc | 956 | $365.6K | 0.01% | +140+17.2% | Added |
| Regal Wealth Group, Inc. | 957 | $366.0K | 0.27% | +4+0.4% | Added |
| Stegner Investment Associates Inc. | 961 | $367.4K | 0.34% | −118−10.9% | Reduced |
| Financial Life Advisors | 969 | $370.6K | 0.17% | −12−1.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 969 | $370.6K | 0.15% | 00.0% | Unchanged |
| TD Capital Management LLC | 972 | $371.6K | 0.05% | +4+0.4% | Added |
| McRae Capital Management Inc | 972 | $371.7K | 0.11% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 975 | $372.8K | 0.23% | −513−34.5% | Reduced |
| Bluesphere Advisors, LLC | 976 | $373.3K | 0.33% | +976 | New |
| Kathmere Capital Management, LLC | 977 | $373.8K | 0.07% | −14−1.4% | Reduced |
| Wealth Effects LLC | 980 | $374.7K | 0.21% | 00.0% | Unchanged |
| Investors Research Corp | 980 | $374.8K | 0.10% | −3−0.3% | Reduced |
| Seneca Financial Advisors LLC | 984 | $376.2K | 0.24% | +984 | New |
| TCTC Holdings, LLC | 984 | $376.3K | 0.02% | +48+5.1% | Added |
| EagleClaw Capital Managment, LLC | 985 | $376.7K | 0.09% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 985 | $376.7K | 0.12% | +985 | New |
| Ledge Wealth Management, Inc. | 985 | $377.0K | 0.17% | +985 | New |
| Bluestem Financial Advisors, LLC | 986 | $377.1K | 0.25% | 00.0% | Unchanged |
| Stone Asset Management Inc. | 987 | $377.4K | 0.23% | +28+2.9% | Added |
| Abbot Financial Management, Inc. | 989 | $378.2K | 0.26% | −123−11.1% | Reduced |
| Future Financial Wealth Managment LLC | 992 | $379.4K | 0.43% | +992 | New |
| Colton Groome Financial Advisors, LLC | 993 | $379.8K | 0.19% | +155+18.5% | Added |
| Greenspring Advisors, LLC | 994 | $380.1K | 0.10% | +127+14.6% | Added |
| Acima Private Wealth, LLC | 999 | $382.0K | 0.20% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 1,000 | $382.4K | 0.36% | −137−12.0% | Reduced |
| Palisade Capital Management LLC | 1,000 | $382.4K | 0.01% | 00.0% | Unchanged |
| Capital Management Corp | 1,000 | $382.4K | 0.09% | 00.0% | Unchanged |
| Segantii Capital Management Ltd | 1,000 | $382.4K | 0.02% | +1,000 | New |
| Catalyst Capital Advisors LLC | 1,000 | $382.4K | 0.01% | +1,000 | New |
| Cook Wealth Management Group LLC | 1,001 | $382.9K | 0.37% | +1,001 | New |
| Hubbell Strickland Wealth Management, LLC | 1,003 | $383.5K | 0.23% | +2+0.2% | Added |
| Sara-Bay Financial | 1,004 | $384.0K | 0.22% | +2+0.2% | Added |
| Driehaus Capital Management LLC | 1,005 | $384.3K | 0.01% | +185+22.6% | Added |
| Athena Investment Management | 1,006 | $384.6K | 0.28% | 00.0% | Unchanged |
| Washington Trust Bank | 1,005 | $385.0K | 0.04% | −255−20.2% | Reduced |
| Greenwood Gearhart Inc | 1,007 | $385.1K | 0.05% | −530−34.5% | Reduced |
| Brio Consultants, LLC | 1,007 | $385.1K | 0.08% | −71−6.6% | Reduced |
| Icapital Wealth LLC | 1,008 | $385.5K | 0.30% | +1,008 | New |
| Peachtree Investment Partners, LLC | 1,008 | $385.5K | 0.24% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 1,009 | $385.7K | 0.26% | −14−1.4% | Reduced |
| Silverlake Wealth Management LLC | 1,009 | $385.8K | 0.24% | −2,265−69.2% | Reduced |
| Keystone Financial Services | 951 | $386.6K | 0.21% | 00.0% | Unchanged |
| Suncoast Equity Management | 1,012 | $387.0K | 0.07% | +1,012 | New |
| Outlook Wealth Advisors, LLC | 1,014 | $387.8K | 0.18% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 1,014 | $388.0K | 0.11% | 00.0% | Unchanged |
| Straight Path Wealth Management | 1,019 | $389.7K | 0.37% | +8+0.8% | Added |
| First National Bank Sioux Falls | 1,021 | $390.5K | 0.28% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 1,021 | $391.0K | 0.33% | +12+1.2% | Added |
| Orleans Capital Management Corp | 1,024 | $391.6K | 0.30% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 1,025 | $392.0K | 0.22% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,024 | $392.0K | 0.34% | 00.0% | Unchanged |
| American Money Management, LLC | 1,026 | $392.4K | 0.11% | +157+18.1% | Added |
| Briaud Financial Planning, Inc | 1,029 | $393.0K | 0.32% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 1,028 | $393.1K | 0.05% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,029 | $393.5K | 0.17% | −75−6.8% | Reduced |
| Retirement Solution Inc. | 1,029 | $393.6K | 0.22% | −76−6.9% | Reduced |
| Axiom Investment Management LLC | 1,030 | $393.9K | 1.03% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 1,032 | $394.7K | 0.06% | +1,032 | New |
| Mattern Wealth Management LLC | 1,033 | $395.1K | 0.16% | +169+19.6% | Added |
| BCGM Wealth Management, LLC | 1,036 | $396.2K | 0.19% | −18−1.7% | Reduced |
| Terra Nova Asset Management LLC | 1,036 | $396.3K | 0.42% | +40+4.0% | Added |
| Doliver Advisors, LP | 1,041 | $398.1K | 0.13% | +1,041 | New |
| Saxon Interests, Inc. | 1,026 | $398.1K | 0.23% | +17+1.7% | Added |
| Cim, LLC | 980 | $398.9K | 0.08% | −2,652−73.0% | Reduced |
| Wealthspan Partners, LLC | 1,045 | $399.8K | 0.36% | −139−11.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,048 | $400.8K | 0.07% | +20+1.9% | Added |
| Hotaling Investment Management, LLC | 1,048 | $401.0K | 0.18% | +1,048 | New |
| Strategic Investment Advisors | 1,049 | $401.0K | 0.08% | +311+42.1% | Added |
| Paradigm Financial Partners, LLC | 1,034 | $401.3K | 0.12% | −471−31.3% | Reduced |
| TPG Financial Advisors, LLC | 1,050 | $401.6K | 0.24% | +20+1.9% | Added |
| Arbor Investment Advisors, LLC | 1,051 | $401.8K | 0.08% | −124−10.6% | Reduced |
| Constitution Capital LLC | 1,051 | $401.9K | 0.25% | +88+9.1% | Added |
| Opus Capital Group, LLC | 1,052 | $402.0K | 0.08% | +35+3.4% | Added |
| KRS Capital Management, LLC | 1,057 | $404.2K | 0.55% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,058 | $404.6K | 0.30% | 00.0% | Unchanged |
| Columbus Macro, LLC | 1,059 | $405.0K | 0.16% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 1,059 | $405.0K | 0.27% | +52+5.2% | Added |
| Summitry LLC | 1,060 | $405.4K | 0.03% | −684−39.2% | Reduced |
| New England Professional Planning Group Inc. | 1,065 | $407.3K | 0.23% | +221+26.2% | Added |
| Capital Planning LLC | 1,065 | $407.7K | 0.18% | +1,065 | New |
| Family Firm, Inc. | 1,067 | $408.1K | 0.12% | +1,067 | New |
| HT Partners LLC | 1,069 | $408.8K | 0.13% | −331−23.6% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,070 | $409.2K | 0.22% | −87−7.5% | Reduced |
| Rinkey Investments | 1,071 | $409.6K | 0.25% | −16−1.5% | Reduced |
| 3EDGE Asset Management, LP | 1,075 | $411.1K | 0.03% | +63+6.2% | Added |
| Stonegate Investment Group, LLC | 1,078 | $412.1K | 0.02% | +61+6.0% | Added |
| Hilltop Partners LLC | 1,080 | $413.0K | 0.22% | +1,080 | New |
| Harrell Investment Partners, LLC | 1,081 | $413.6K | 0.16% | 00.0% | Unchanged |
| Veriti Management LLC | 1,085 | $415.0K | 0.06% | +1,085 | New |
| GHP Investment Advisors, Inc. | 1,087 | $415.5K | 0.03% | +24+2.3% | Added |
| RAM Investment Partners, LLC | 1,088 | $416.1K | 0.26% | +1,088 | New |
| WoodTrust Financial Corp | 1,090 | $417.0K | 0.09% | −96−8.1% | Reduced |
| FSC Wealth Advisors, LLC | 1,097 | $419.4K | 0.72% | −34−3.0% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 1,100 | $420.7K | 0.33% | 00.0% | Unchanged |
| True Signal LP | 1,100 | $420.7K | 0.32% | +1,100 | New |
| Monarch Capital Management Inc | 1,097 | $421.5K | 0.13% | 00.0% | Unchanged |
| Select Equity Group, L.P. | 1,105 | $422.6K | 0.00% | +1,105 | New |
| Massachusetts Wealth Management | 1,040 | $422.7K | 0.41% | +1,040 | New |
| Marotta Asset Management | 1,108 | $423.7K | 0.10% | −309−21.8% | Reduced |