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 |
|---|---|---|---|---|---|
| Seaside Wealth Management, Inc. | 1,616 | $617.9K | 0.41% | −32−1.9% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,618 | $618.8K | 0.64% | −79−4.7% | Reduced |
| Diversified Investment Strategies, LLC | 1,619 | $619.2K | 0.48% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 1,627 | $622.4K | 0.11% | −2−0.1% | Reduced |
| Academy Capital Management Inc | 1,633 | $624.5K | 0.13% | +1,633 | New |
| PFG Private Wealth Management, LLC | 1,638 | $626.0K | 0.39% | −14−0.8% | Reduced |
| Worth Financial Advisory Group, LLC | 1,637 | $626.0K | 0.73% | +1,637 | New |
| LifeGuide Financial Advisors, LLC | 1,640 | $627.2K | 0.54% | −54−3.2% | Reduced |
| SkyOak Wealth, LLC | 1,644 | $628.7K | 0.21% | −1,491−47.6% | Reduced |
| AllSquare Wealth Management LLC | 1,644 | $628.7K | 0.43% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,623 | $629.5K | 0.74% | +1,623 | New |
| Thompson Davis & Co., Inc. | 1,651 | $631.3K | 0.90% | +163+11.0% | Added |
| Fca Corp | 1,654 | $632.5K | 0.25% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 1,658 | $634.1K | 0.08% | +1,658 | New |
| Advocacy Wealth Management Services, LLC | 1,659 | $634.5K | 0.08% | −1−0.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,663 | $635.8K | 0.20% | +1,663 | New |
| Summit Investment Advisory Services, LLC | 1,666 | $637.3K | 0.77% | +1,666 | New |
| Sentinel Pension Advisors Inc | 1,668 | $637.8K | 0.20% | +7+0.4% | Added |
| Weatherly Asset Management L. P. | 1,664 | $639.3K | 0.09% | −49−2.9% | Reduced |
| Exeter Financial, LLC | 1,675 | $640.5K | 0.33% | +154+10.1% | Added |
| FSB Premier Wealth Management, Inc. | 1,675 | $640.6K | 0.35% | −100−5.6% | Reduced |
| Jessup Wealth Management, Inc | 1,680 | $642.4K | 0.41% | +1,680 | New |
| Steward Financial Group LLC | 1,685 | $644.0K | 0.32% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 1,689 | $645.9K | 0.24% | +1,095+184.3% | Added |
| Fort Pitt Capital Group, LLC | 1,689 | $646.1K | 0.03% | +9+0.5% | Added |
| Diversified, LLC | 1,692 | $646.9K | 0.25% | +808+91.4% | Added |
| Concord Wealth Partners | 1,693 | $647.3K | 0.19% | −21−1.2% | Reduced |
| HTG Investment Advisors, Inc. | 1,693 | $647.5K | 0.66% | +1,693 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,695 | $648.3K | 0.20% | −95−5.3% | Reduced |
| Passive Capital Management, LLC. | 1,699 | $649.7K | 0.30% | 00.0% | Unchanged |
| Financial Management Network Inc | 1,697 | $651.3K | 0.29% | +51+3.1% | Added |
| Nicollet Investment Management, Inc. | 1,704 | $652.0K | 0.38% | +3+0.2% | Added |
| Powers Advisory Group, LLC | 1,707 | $652.9K | 0.48% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,714 | $655.0K | 0.44% | +275+19.1% | Added |
| Jacobsen Capital Management | 1,718 | $657.0K | 0.35% | +1,718 | New |
| ONE Advisory Partners, LLC | 1,721 | $658.2K | 0.42% | +249+16.9% | Added |
| Socha Financial Group, LLC | 1,725 | $659.7K | 0.47% | +1,062+160.2% | Added |
| Wharton Business Group, LLC | 1,725 | $660.0K | 0.04% | −1,177−40.6% | Reduced |
| Northwest Investment Counselors, LLC | 1,727 | $660.6K | 0.19% | +393+29.5% | Added |
| Investors Asset Management of Georgia Inc | 1,728 | $660.9K | 0.34% | +58+3.5% | Added |
| Awm Capital, LLC | 1,729 | $661.2K | 0.22% | 00.0% | Unchanged |
| Navalign, LLC | 1,731 | $662.0K | 0.27% | −339−16.4% | Reduced |
| Hexagon Capital Partners LLC | 1,733 | $662.8K | 0.19% | +2+0.1% | Added |
| Park Place Capital Corp | 1,733 | $663.0K | 0.19% | +1,733 | New |
| Diligent Investors, LLC | 1,738 | $664.6K | 0.22% | +3+0.2% | Added |
| Ibex Wealth Advisors | 1,741 | $666.0K | 0.15% | +15+0.9% | Added |
| River Street Advisors LLC | 1,743 | $666.6K | 0.71% | +1,743 | New |
| Drive Wealth Management, LLC | 1,739 | $668.2K | 0.33% | +1,739 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,751 | $669.6K | 0.49% | +241+16.0% | Added |
| Telos Capital Management, Inc. | 1,758 | $672.3K | 0.10% | +377+27.3% | Added |
| Heritage Wealth Partners, LLC | 1,706 | $673.0K | 0.62% | +1,706 | New |
| Phocas Financial Corp. | 1,764 | $674.6K | 0.10% | 00.0% | Unchanged |
| First National Bank | 1,765 | $675.0K | 0.57% | −5−0.3% | Reduced |
| Ruedi Wealth Management, Inc. | 1,767 | $675.6K | 0.48% | +1,767 | New |
| Missouri Trust & Investment Co | 1,774 | $678.0K | 0.41% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 1,780 | $680.7K | 0.29% | +98+5.8% | Added |
| Financial Partners Group, LLC | 1,780 | $680.9K | 0.40% | +1,780 | New |
| Total Wealth Planning, LLC | 1,785 | $682.6K | 0.17% | −187−9.5% | Reduced |
| Concentric Wealth Management, LLC | 1,788 | $683.8K | 0.23% | +9+0.5% | Added |
| HighTower Trust Services, LTA | 1,822 | $686.3K | 0.07% | −348−16.0% | Reduced |
| Wells Trecaso Financial Group, LLC | 1,797 | $687.2K | 0.34% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,798 | $687.7K | 0.11% | 00.0% | Unchanged |
| Bellevue Group AG | 1,800 | $688.4K | 0.01% | 00.0% | Unchanged |
| Francis Financial, Inc. | 1,811 | $692.6K | 0.64% | +1,811 | New |
| Catalyst Wealth Management, LLC | 1,812 | $693.0K | 0.65% | +1,812 | New |
| Sather Financial Group Inc | 1,814 | $693.7K | 0.06% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 1,822 | $696.7K | 0.18% | +91+5.3% | Added |
| BOS Asset Management, LLC | 1,829 | $699.5K | 0.62% | +1,829 | New |
| Bourgeon Capital Management LLC | 1,834 | $701.4K | 0.17% | −80−4.2% | Reduced |
| Vista Investment Management | 1,844 | $705.2K | 0.40% | −58−3.0% | Reduced |
| RFP Financial Group LLC | 1,844 | $705.3K | 0.32% | +1,844 | New |
| Darwin Advisors, LLC | 1,770 | $705.4K | 0.18% | −22−1.2% | Reduced |
| Liberty Capital Management, Inc. | 1,849 | $707.2K | 0.25% | 00.0% | Unchanged |
| Kidder Stephen W | 1,850 | $707.5K | 0.26% | −460−19.9% | Reduced |
| Roger Wittlin Investment Advisory, LLC | 1,854 | $709.1K | 0.71% | +13+0.7% | Added |
| Meeder Asset Management Inc | 1,861 | $711.7K | 0.06% | −1,367−42.3% | Reduced |
| Triasima Portfolio Management inc. | 1,865 | $713.2K | 0.05% | +95+5.4% | Added |
| Ballast, Inc. | 1,866 | $713.6K | 0.31% | +1,030+123.2% | Added |
| Kapstone Financial Advisors LLC | 1,718 | $716.0K | 0.65% | +1,718 | New |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $717.1K | 0.52% | 00.0% | Unchanged |
| Burton Enright Welch | 1,876 | $717.3K | 0.30% | +4+0.2% | Added |
| Reuter James Wealth Management, LLC | 1,877 | $717.8K | 0.52% | −34−1.8% | Reduced |
| Grant/GrossMendelsohn, LLC | 1,852 | $718.7K | 0.37% | +162+9.6% | Added |
| ESL Trust Services, LLC | 1,879 | $719.0K | 0.24% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 1,872 | $719.1K | 0.30% | +1,872 | New |
| Monograph Wealth Advisors, LLC | 1,875 | $720.0K | 0.19% | +72+4.0% | Added |
| Wilson & Boucher Capital Management, LLC | 1,883 | $720.0K | 0.74% | +301+19.0% | Added |
| Left Brain Wealth Management, LLC | 1,885 | $720.9K | 0.54% | +1,885 | New |
| Cora Capital Advisors LLC | 1,889 | $722.4K | 0.50% | +1,889 | New |
| Ferguson Shapiro LLC | 1,891 | $723.1K | 0.52% | −505−21.1% | Reduced |
| Hourglass Capital, LLC | 1,892 | $723.6K | 0.25% | −78−4.0% | Reduced |
| IMA Wealth, Inc. | 1,893 | $723.9K | 0.19% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,899 | $726.2K | 0.06% | −432−18.5% | Reduced |
| Clean Yield Group | 1,900 | $726.6K | 0.31% | +100+5.6% | Added |
| Colonial Trust Advisors | 1,902 | $727.4K | 0.09% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 1,926 | $735.0K | 0.33% | +1,926 | New |
| Dominguez Wealth Management Solutions, Inc. | 1,925 | $736.1K | 0.73% | +1,925 | New |
| Sym Financial Corp | 1,928 | $737.4K | 0.18% | −84−4.2% | Reduced |
| Radnor Capital Management, LLC | 1,837 | $738.0K | 0.18% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 1,934 | $739.6K | 0.41% | −31−1.6% | Reduced |