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 |
|---|---|---|---|---|---|
| QP Wealth Management, LLC | 1,111 | $424.9K | 0.66% | +1,111 | New |
| Sage Investment Advisers LLC | 1,111 | $425.0K | 0.61% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,112 | $425.3K | 0.08% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,113 | $425.6K | 0.00% | −729−39.6% | Reduced |
| Elmwood Wealth Management, Inc. | 1,116 | $426.6K | 0.21% | +151+15.6% | Added |
| jvl associates llc | 1,116 | $426.8K | 0.25% | −540−32.6% | Reduced |
| Locust Wood Capital Advisers, LLC | 1,116 | $426.8K | 0.03% | +1,116 | New |
| Lederer & Associates Investment Counsel | 1,120 | $428.0K | 0.35% | 00.0% | Unchanged |
| AAFCPAs Wealth Management, LLC | 1,119 | $428.0K | 0.30% | −41−3.5% | Reduced |
| Morris Retirement Advisors, LLC | 1,120 | $428.3K | 0.34% | +18+1.6% | Added |
| Opes Wealth Management LLC | 1,123 | $429.5K | 0.16% | 00.0% | Unchanged |
| Narwhal Capital Management | 1,124 | $429.9K | 0.06% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,127 | $431.0K | 0.30% | −682−37.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,128 | $431.0K | 0.05% | 00.0% | Unchanged |
| Karpus Management, Inc. | 1,130 | $432.1K | 0.01% | −180−13.7% | Reduced |
| Wellington Shields Capital Management, LLC | 1,131 | $432.5K | 0.05% | −150−11.7% | Reduced |
| IVC Wealth Advisors LLC | 1,131 | $432.7K | 0.32% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,133 | $433.3K | 0.03% | −93−7.6% | Reduced |
| Truvestments Capital LLC | 1,134 | $433.8K | 0.24% | −8−0.7% | Reduced |
| Addison Capital Co | 1,134 | $434.0K | 0.28% | 00.0% | Unchanged |
| JCP Investment Management, LLC | 1,136 | $434.5K | 0.37% | 00.0% | Unchanged |
| Meredith Wealth Planning | 1,139 | $435.6K | 0.38% | +1,139 | New |
| RVW Wealth, LLC | 1,142 | $436.7K | 0.06% | +113+11.0% | Added |
| Stonnington Group, LLC | 1,122 | $438.2K | 0.12% | −26−2.3% | Reduced |
| Waterford Advisors, LLC | 1,148 | $439.0K | 0.26% | +1,148 | New |
| One Charles Private Wealth Services, LLC | 1,149 | $439.3K | 0.28% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 1,150 | $439.8K | 0.45% | +1,150 | New |
| Farther Finance Advisors, LLC | 1,156 | $442.1K | 0.17% | +1,156 | New |
| Unison Asset Management LLC | 1,158 | $443.0K | 0.37% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 1,160 | $443.6K | 0.29% | −11−0.9% | Reduced |
| Naviter Wealth, LLC | 1,105 | $444.2K | 0.12% | −778−41.3% | Reduced |
| Sage Financial Management Group, Inc. | 1,166 | $446.0K | 0.31% | 00.0% | Unchanged |
| Enzi Wealth | 1,115 | $446.3K | 0.21% | +94+9.2% | Added |
| Marion Wealth Management | 1,167 | $446.4K | 0.19% | +10+0.9% | Added |
| Proquility Private Wealth Partners, LLC | 446,929 | $446.9K | 0.18% | +446,929 | New |
| Willow Creek Wealth Management Inc. | 1,168 | $447.0K | 0.07% | −10−0.8% | Reduced |
| AJ Advisors, LLC | 1,171 | $448.0K | 0.36% | +1,171 | New |
| Gallacher Capital Management LLC | 1,176 | $449.8K | 0.27% | +1,176 | New |
| Great Waters Wealth Management | 1,127 | $451.1K | 0.10% | +1,127 | New |
| Thomasville National Bank | 1,188 | $454.0K | 0.05% | −48−3.9% | Reduced |
| Hall Capital Management Co Inc | 1,193 | $456.2K | 0.27% | 00.0% | Unchanged |
| Forum Private Client Group LLC | 1,194 | $456.6K | 0.32% | +250+26.5% | Added |
| Interactive Financial Advisors | 1,195 | $456.9K | 0.27% | +147+14.0% | Added |
| Knightsbridge Asset Management, LLC | 1,198 | $458.0K | 0.09% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 1,194 | $458.7K | 0.39% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 1,200 | $459.1K | 0.15% | −2−0.2% | Reduced |
| Asset Management Resources, LLC | 1,205 | $460.8K | 0.50% | −27−2.2% | Reduced |
| Total Investment Management Inc | 1,206 | $461.3K | 0.11% | +568+89.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,208 | $462.1K | 0.03% | −291−19.4% | Reduced |
| Grey Fox Wealth Advisors, LLC | 1,213 | $464.0K | 0.31% | +1,213 | New |
| FSM Wealth Advisors, LLC | 1,215 | $464.6K | 0.33% | +66+5.7% | Added |
| TTP Investments, Inc. | 1,216 | $465.3K | 0.50% | −53−4.2% | Reduced |
| Cascade Investment Group, Inc. | 1,220 | $466.6K | 0.49% | +1,220 | New |
| Hollow Brook Wealth Management LLC | 1,218 | $468.0K | 0.22% | +1,218 | New |
| Keb Asset Management, LLC | 1,235 | $472.3K | 0.25% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 1,237 | $472.9K | 0.17% | +1+0.1% | Added |
| Tiemann Investment Advisors, LLC | 1,237 | $473.1K | 0.28% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,241 | $474.6K | 0.19% | +444+55.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,245 | $476.4K | 0.41% | +1,245 | New |
| Crabel Capital Management, LLC | 1,250 | $478.0K | 0.17% | −1,108−47.0% | Reduced |
| SWMG, LLC | 1,251 | $478.6K | 0.29% | −1,356−52.0% | Reduced |
| Ahl Investment Management, Inc. | 1,252 | $478.8K | 0.44% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,262 | $482.6K | 0.14% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,273 | $486.9K | 0.30% | +64+5.3% | Added |
| Miller Wealth Advisors, LLC | 1,285 | $488.0K | 0.34% | +645+100.8% | Added |
| Wescott Financial Advisory Group, LLC | 1,277 | $488.2K | 0.11% | −26−2.0% | Reduced |
| Summit X, LLC | 1,295 | $488.9K | 0.14% | −182−12.3% | Reduced |
| M&R Capital Management Inc | 1,279 | $489.1K | 0.13% | +412+47.5% | Added |
| Regatta Capital Group, LLC | 1,279 | $489.1K | 0.17% | −182−12.5% | Reduced |
| UMA Financial Services, Inc. | 1,231 | $492.5K | 0.13% | −16−1.3% | Reduced |
| Resolute Financial, LLC | 1,288 | $492.6K | 0.42% | +31+2.5% | Added |
| Zevin Asset Management LLC | 1,289 | $493.0K | 0.11% | −325−20.1% | Reduced |
| Rain Capital Management, LLC | 1,291 | $493.5K | 0.37% | −549−29.8% | Reduced |
| FSA Wealth Management LLC | 1,291 | $493.9K | 0.29% | +67+5.5% | Added |
| Capital Performance Advisors LLP | 1,295 | $495.1K | 0.28% | +1,295 | New |
| Better Money Decisions, LLC | 1,296 | $495.6K | 0.43% | −88−6.4% | Reduced |
| IMS Capital Management | 1,301 | $497.6K | 0.32% | +32+2.5% | Added |
| D'Orazio & Associates, Inc. | 1,303 | $498.1K | 0.12% | +1+0.1% | Added |
| Blue Barn Wealth, LLC | 1,304 | $498.6K | 0.33% | +433+49.7% | Added |
| Financial Planning & Information Services, Inc. | 1,311 | $501.4K | 0.11% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 1,311 | $501.4K | 0.39% | +1,311 | New |
| C M Bidwell & Associates Ltd | 1,312 | $501.7K | 0.40% | +1+0.1% | Added |
| Holistic Financial Partners | 1,313 | $502.3K | 0.45% | +53+4.2% | Added |
| Security National Bank | 1,314 | $502.5K | 0.14% | 00.0% | Unchanged |
| Harbor Group, Inc. | 1,315 | $502.9K | 0.32% | +3+0.2% | Added |
| SJS Investment Consulting Inc. | 1,317 | $503.5K | 0.15% | −11−0.8% | Reduced |
| Arcadia Wealth Management, LLC | 1,317 | $503.6K | 0.44% | +1,317 | New |
| Oarsman Capital, Inc. | 1,322 | $505.6K | 0.26% | −150−10.2% | Reduced |
| Ethos Financial Group, LLC | 1,307 | $506.2K | 0.17% | +1,307 | New |
| Deltec Asset Management LLC | 1,326 | $507.1K | 0.15% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,338 | $507.3K | 0.39% | +182+15.7% | Added |
| Ategra Capital Management, LLC | 1,327 | $507.5K | 0.27% | −586−30.6% | Reduced |
| Dock Street Asset Management Inc | 1,330 | $508.6K | 0.12% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 1,333 | $509.9K | 0.39% | +767+135.5% | Added |
| American Trust Investment Advisors, LLC | 1,336 | $510.9K | 0.32% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 1,343 | $514.0K | 0.44% | −281−17.3% | Reduced |
| Coastal Capital Group, Inc. | 1,440 | $514.5K | 0.15% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,347 | $515.1K | 0.14% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,356 | $518.6K | 0.07% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 1,357 | $518.9K | 0.76% | 00.0% | Unchanged |