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 |
|---|---|---|---|---|---|
| Morse Asset Management, Inc | 1,356 | $519.0K | 0.19% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 1,357 | $519.0K | 0.23% | +60+4.6% | Added |
| Gradient Capital Advisors, LLC | 1,358 | $519.3K | 0.24% | −52−3.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,340 | $520.0K | 0.07% | +184+15.9% | Added |
| Wealth Quarterback LLC | 1,362 | $520.7K | 0.43% | +6+0.4% | Added |
| Bryant Woods Investment Advisors, LLC | 1,368 | $523.2K | 0.44% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 1,368 | $523.2K | 0.65% | +1,368 | New |
| Bellwether Advisors, LLC | 1,375 | $526.0K | 0.15% | −180−11.6% | Reduced |
| Retirement Planning Group | 1,378 | $527.3K | 0.06% | −176−11.3% | Reduced |
| Mill Capital Management, LLC | 1,379 | $527.4K | 0.06% | +1,379 | New |
| Addison Advisors LLC | 1,380 | $527.8K | 0.32% | −883−39.0% | Reduced |
| LS Investment Advisors, LLC | 1,380 | $527.8K | 0.10% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,383 | $528.9K | 0.25% | −105−7.1% | Reduced |
| Horan Securities, Inc. | 1,389 | $531.1K | 0.30% | +55+4.1% | Added |
| Fiduciary Group LLC | 1,390 | $531.7K | 0.07% | −3,714−72.8% | Reduced |
| WealthTrust Axiom LLC | 1,390 | $531.9K | 0.19% | +56+4.2% | Added |
| Capital Wealth Alliance, LLC | 1,391 | $532.1K | 0.45% | +1,391 | New |
| TFG Advisers LLC | 1,392 | $532.3K | 0.27% | +7+0.5% | Added |
| Birchcreek Wealth Management, LLC | 1,393 | $532.7K | 0.47% | −199−12.5% | Reduced |
| Reston Wealth Management LLC | 1,393 | $532.8K | 0.29% | +6+0.4% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 1,394 | $533.0K | 0.48% | +1,394 | New |
| TriaGen Wealth Management LLC | 1,395 | $533.5K | 0.30% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,396 | $534.0K | 0.20% | +5+0.4% | Added |
| Dentgroup LLC | 1,397 | $534.4K | 0.46% | +27+2.0% | Added |
| Beacon Wealthcare LLC | 1,398 | $534.5K | 0.30% | −3,412−70.9% | Reduced |
| Thrive Capital Management, LLC | 1,398 | $534.6K | 0.35% | +65+4.9% | Added |
| Platte River Wealth Advisors, LLC | 1,401 | $535.8K | 0.23% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,402 | $536.0K | 0.31% | +20+1.4% | Added |
| Finer Wealth Management, Inc. | 1,405 | $537.5K | 0.50% | +17+1.2% | Added |
| Smith & Howard Wealth Management, LLC | 1,409 | $538.8K | 0.21% | −3,060−68.5% | Reduced |
| Cable Hill Partners, LLC | 1,408 | $541.6K | 0.10% | −779−35.6% | Reduced |
| Newton One Investments LLC | 1,418 | $542.3K | 0.35% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 1,427 | $545.7K | 0.06% | −501−26.0% | Reduced |
| HighMark Wealth Management LLC | 1,428 | $546.0K | 0.41% | −167−10.5% | Reduced |
| Affinity Investment Advisors, LLC | 1,429 | $546.5K | 0.25% | +1,429 | New |
| Am Investment Strategies LLC | 1,431 | $547.0K | 0.20% | +260+22.2% | Added |
| Indie Asset Partners, LLC | 1,432 | $547.6K | 0.60% | −25−1.7% | Reduced |
| Falcon Wealth Planning | 1,436 | $549.2K | 0.16% | −1,450−50.2% | Reduced |
| Stony Point Wealth Management Inc. | 1,441 | $551.2K | 0.30% | −5−0.3% | Reduced |
| Wallace Advisory Group, LLC | 1,443 | $551.9K | 0.44% | +1,443 | New |
| James J. Burns & Company, LLC | 1,443 | $552.0K | 0.23% | +813+129.0% | Added |
| Lindenwold Advisors | 1,450 | $554.5K | 0.37% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 1,451 | $554.8K | 0.46% | +5+0.3% | Added |
| Pacific Wealth Strategies Group, Inc. | 1,451 | $555.0K | 0.74% | +695+91.9% | Added |
| JT Stratford LLC | 1,454 | $556.1K | 0.18% | +1,454 | New |
| Shufro Rose & Co LLC | 1,454 | $556.2K | 0.05% | +72+5.2% | Added |
| Trellis Wealth Advisors LLC | 1,455 | $556.4K | 0.48% | +1,455 | New |
| McDonough Capital Management, Inc | 1,464 | $559.9K | 0.65% | 00.0% | Unchanged |
| Key Financial Inc | 1,568 | $559.9K | 0.26% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 1,467 | $561.0K | 0.21% | +2+0.1% | Added |
| Wade Financial Advisory, Inc | 1,467 | $561.0K | 0.25% | +38+2.7% | Added |
| Aberdeen Wealth Management LLC | 1,470 | $562.2K | 0.42% | 00.0% | Unchanged |
| Integrity Advisory, LLC | 1,470 | $562.2K | 0.51% | −849−36.6% | Reduced |
| Schwab Charitable Fund | 1,471 | $562.6K | 0.09% | −373−20.2% | Reduced |
| Tandem Investment Advisors, Inc. | 1,473 | $563.0K | 0.03% | −78−5.0% | Reduced |
| Pennsylvania Capital Management Inc | 1,426 | $564.0K | 0.30% | +1,426 | New |
| Fenimore Asset Management Inc | 1,477 | $565.0K | 0.02% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 1,480 | $566.1K | 0.10% | +642+76.6% | Added |
| Waypoint Wealth Partners Inc. | 1,482 | $566.8K | 0.22% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 1,486 | $568.3K | 0.20% | +192+14.8% | Added |
| First National Bank of South Miami | 1,490 | $570.0K | 0.43% | +109+7.9% | Added |
| PAX Financial Group, LLC | 1,498 | $572.9K | 0.15% | 00.0% | Unchanged |
| Doheny Asset Management | 1,500 | $574.0K | 0.67% | 00.0% | Unchanged |
| KWMG, LLC | 1,508 | $576.8K | 0.08% | +225+17.5% | Added |
| Quarry Hill Advisors, LLC | 1,511 | $577.9K | 0.58% | +1,511 | New |
| Cypress Asset Management Inc | 1,450 | $579.4K | 0.21% | −177−10.9% | Reduced |
| Clark Asset Management, LLC | 1,516 | $579.8K | 0.42% | +1,516 | New |
| WFA of San Diego, LLC | 1,519 | $580.9K | 0.44% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,529 | $584.7K | 0.06% | −264−14.7% | Reduced |
| Traphagen Investment Advisors LLC | 1,769 | $586.2K | 0.09% | +2+0.1% | Added |
| My Purposeful Wealth Corp. | 1,534 | $586.5K | 0.52% | +1,534 | New |
| Advisory Research Inc | 1,535 | $587.0K | 0.06% | −277−15.3% | Reduced |
| Butensky & Cohen Financial Security, Inc | 1,536 | $587.4K | 0.22% | −14−0.9% | Reduced |
| Concorde Asset Management, LLC | 1,539 | $588.5K | 0.52% | +763+98.3% | Added |
| Buckhead Capital Management LLC | 1,539 | $588.6K | 0.14% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 1,544 | $590.0K | 0.09% | −206−11.8% | Reduced |
| Probity Advisors, Inc. | 1,548 | $592.0K | 0.13% | −6−0.4% | Reduced |
| Hyperion Capital Advisors LP | 1,549 | $592.4K | 0.29% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 1,551 | $593.1K | 0.08% | +21+1.4% | Added |
| Family Capital Trust Co | 1,554 | $594.3K | 0.24% | −12−0.8% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,554 | $594.3K | 0.62% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,559 | $596.2K | 0.22% | −75−4.6% | Reduced |
| Aufman Associates Inc | 1,560 | $596.6K | 0.55% | +21+1.4% | Added |
| Hixon Zuercher, LLC | 1,565 | $598.5K | 0.37% | +1,565 | New |
| Global Assets Advisory, LLC | 1,569 | $599.9K | 0.63% | −3,987−71.8% | Reduced |
| Cornerstone Management, Inc. | 1,570 | $600.4K | 0.17% | −1,017−39.3% | Reduced |
| TFC Financial Management | 1,582 | $605.2K | 0.17% | +3+0.2% | Added |
| Wiser Wealth Management, Inc | 1,584 | $605.8K | 0.28% | +140+9.7% | Added |
| Charles Schwab Investment Advisory, Inc. | 1,587 | $607.0K | 0.00% | +316+24.9% | Added |
| Main Street Research LLC | 1,587 | $610.2K | 0.15% | −296−15.7% | Reduced |
| American Financial Advisors, LLC | 1,597 | $610.6K | 0.10% | −487−23.4% | Reduced |
| Altrius Capital Management Inc | 1,596 | $610.6K | 0.19% | −178−10.0% | Reduced |
| Palogic Value Management, L.P. | 1,598 | $611.1K | 0.32% | +1,598 | New |
| Everhart Financial Group, Inc. | 1,609 | $615.4K | 0.31% | +39+2.5% | Added |
| Roof Eidam & Maycock | 1,611 | $616.1K | 0.22% | −6,412−79.9% | Reduced |
| Independent Investors Inc | 1,611 | $616.1K | 0.17% | 00.0% | Unchanged |
| JFG Wealth Management, LLC | 1,612 | $616.5K | 0.20% | −14−0.9% | Reduced |
| Cladis Investment Advisory, LLC | 1,613 | $616.9K | 0.61% | +265+19.7% | Added |
| Maripau Wealth Management LLC | 1,589 | $617.5K | 0.64% | +167+11.7% | Added |
| CVA Family Office, LLC | 1,615 | $617.7K | 0.15% | −189−10.5% | Reduced |