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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Lincoln Capital Corp | 1,938 | $741.1K | 0.45% | −27−1.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,939 | $741.5K | 0.02% | −266−12.1% | Reduced |
| Carl P. Sherr & Co., LLC | 1,943 | $743.0K | 0.56% | 00.0% | Unchanged |
| Ratio Wealth Group | 1,943 | $743.1K | 0.21% | +142+7.9% | Added |
| Vigilant Capital Management, LLC | 1,949 | $745.0K | 0.06% | +649+49.9% | Added |
| N.E.W. Advisory Services LLC | 1,949 | $745.2K | 0.12% | +78+4.2% | Added |
| Aft, Forsyth & Company, Inc. | 1,952 | $746.5K | 0.64% | −12−0.6% | Reduced |
| Holderness Investments Co | 1,964 | $751.1K | 0.32% | −61−3.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,898 | $751.3K | 0.35% | +148+8.5% | Added |
| Greenwood Capital Associates LLC | 1,967 | $752.5K | 0.12% | −2,678−57.7% | Reduced |
| Beacon Financial Group | 1,957 | $753.0K | 0.10% | +80+4.3% | Added |
| Lawson Kroeker Investment Management Inc | 1,970 | $753.4K | 0.25% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 1,970 | $753.4K | 0.02% | +1,970 | New |
| Financial Management Professionals, Inc. | 1,974 | $755.0K | 0.15% | −12,242−86.1% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,975 | $755.3K | 0.83% | 00.0% | Unchanged |
| Next Capital Management LLC | 1,978 | $756.0K | 0.41% | +1,097+124.5% | Added |
| Coastal Bridge Advisors, LLC | 1,982 | $757.8K | 0.22% | −525−20.9% | Reduced |
| Robinson Value Management, Ltd. | 1,983 | $758.4K | 0.65% | −38−1.9% | Reduced |
| Retirement Investment Advisors, Inc. | 1,983 | $758.4K | 0.49% | +1,983 | New |
| Sendero Wealth Management, LLC | 1,986 | $759.5K | 0.27% | −76−3.7% | Reduced |
| Capital CS Group, LLC | 1,986 | $759.5K | 0.84% | −108−5.2% | Reduced |
| Leisure Capital Management | 1,996 | $763.3K | 0.39% | −79−3.8% | Reduced |
| Scholtz & Company, LLC | 1,999 | $764.0K | 0.54% | −301−13.1% | Reduced |
| Howard Hughes Medical Institute | 2,000 | $764.9K | 0.43% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 2,000 | $764.9K | 0.53% | 00.0% | Unchanged |
| EMC Capital Management | 2,000 | $765.0K | 0.69% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 2,001 | $765.0K | 0.28% | −7−0.3% | Reduced |
| Kim, LLC | 2,000 | $765.0K | 0.04% | +1,000+100.0% | Added |
| NovaPoint Capital, LLC | 2,001 | $765.1K | 0.33% | +193+10.7% | Added |
| High Note Wealth, LLC | 2,001 | $765.2K | 0.32% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 2,003 | $766.0K | 0.26% | +250+14.3% | Added |
| CNB Bank | 2,004 | $766.4K | 0.48% | 00.0% | Unchanged |
| Capital Counsel LLC | 2,010 | $768.7K | 0.05% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2,011 | $768.9K | 0.24% | +7+0.3% | Added |
| Myecfo, LLC | 2,018 | $771.6K | 0.63% | +2,018 | New |
| BOK Financial Private Wealth, Inc. | 2,015 | $774.2K | 0.06% | −3,065−60.3% | Reduced |
| Front Street Capital Management, Inc. | 3,184 | $775.0K | 0.19% | −2−0.1% | Reduced |
| Barton Investment Management | 2,040 | $780.2K | 0.15% | +2,040 | New |
| Daymark Wealth Partners, LLC | 2,042 | $780.9K | 0.14% | +2,042 | New |
| Martin Capital Advisors, LLP | 2,047 | $782.8K | 0.88% | −280−12.0% | Reduced |
| Ti-Trust, Inc | 2,047 | $782.8K | 0.75% | −6−0.3% | Reduced |
| Shay Capital LLC | 2,049 | $783.6K | 0.48% | −7,601−78.8% | Reduced |
| Intergy Private Wealth, LLC | 2,049 | $783.6K | 0.49% | +106+5.5% | Added |
| Prossimo Advisors, LLC | 2,050 | $784.0K | 1.81% | +2,050 | New |
| Commonwealth Retirement Investments LLC | 2,052 | $784.7K | 0.48% | +2,052 | New |
| Asset Planning Corporation | 2,057 | $786.5K | 0.65% | +3+0.1% | Added |
| Primoris Wealth Advisors, LLC | 2,057 | $786.7K | 1.21% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 2,061 | $788.2K | 0.33% | −53−2.5% | Reduced |
| Viewpoint Capital Management LLC | 2,063 | $789.0K | 0.76% | 00.0% | Unchanged |
| Windsor Group LTD | 2,033 | $789.0K | 0.16% | −532−20.7% | Reduced |
| Park Edge Advisors, LLC | 2,068 | $790.9K | 0.35% | +2,068 | New |
| Buffington Mohr McNeal | 2,070 | $791.6K | 0.18% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 2,072 | $792.4K | 0.46% | −277−11.8% | Reduced |
| Appleton Group, LLC | 2,074 | $793.2K | 1.16% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,074 | $793.2K | 0.47% | +393+23.4% | Added |
| Chapman Investment Management, LLC | 2,076 | $793.9K | 0.72% | +32+1.6% | Added |
| Wealthstar Advisors, LLC | 2,080 | $795.3K | 0.36% | +257+14.1% | Added |
| Alamar Capital Management, LLC | 2,084 | $796.9K | 0.82% | −160−7.1% | Reduced |
| Southeast Asset Advisors Inc. | 2,085 | $797.6K | 0.13% | +6+0.3% | Added |
| Norris Perne & French LLP | 2,092 | $800.1K | 0.08% | +355+20.4% | Added |
| 626 Financial, LLC | 2,094 | $800.8K | 0.56% | +70+3.5% | Added |
| Renasant Bank | 2,094 | $800.8K | 0.60% | +698+50.0% | Added |
| Cape Ann Savings Bank | 2,095 | $801.2K | 0.59% | +82+4.1% | Added |
| Bluefin Capital Management, LLC | 2,100 | $803.1K | 0.14% | −43,033−95.3% | Reduced |
| Motley Fool Wealth Management, LLC | 2,104 | $804.6K | 0.06% | −2,416−53.5% | Reduced |
| Websterrogers Financial Advisors, LLC | 2,105 | $805.2K | 0.39% | +107+5.4% | Added |
| Kraft Asset Management, LLC | 2,107 | $805.8K | 0.73% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 2,108 | $806.4K | 0.22% | +75+3.7% | Added |
| 3Chopt Investment Partners, LLC | 2,100 | $806.8K | 0.44% | +2,100 | New |
| Your Advocates Ltd., LLP | 2,111 | $807.4K | 0.47% | +7+0.3% | Added |
| Intellectus Partners, LLC | 2,102 | $807.6K | 0.28% | +103+5.2% | Added |
| Gradient Investments LLC | 2,116 | $809.0K | 0.03% | −876−29.3% | Reduced |
| PBMares Wealth Management LLC | 2,118 | $810.0K | 0.33% | +13+0.6% | Added |
| Silver Oak Advisory Group, Inc. | 2,119 | $810.0K | 0.57% | +10.0% | Added |
| Crystalline Management Inc. | 2,120 | $810.8K | 0.41% | +2,120 | New |
| Mountain Pacific Investment Advisers Inc | 2,121 | $811.3K | 0.06% | +10.0% | Added |
| Poplar Forest Capital LLC | 2,125 | $812.7K | 0.10% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 2,131 | $815.0K | 0.14% | +146+7.4% | Added |
| Darrow Company, Inc. | 2,135 | $816.5K | 0.80% | +2,135 | New |
| O'Rourke & Company, Inc | 2,137 | $817.0K | 0.65% | +116+5.7% | Added |
| Alpha Financial Partners, LLC | 2,139 | $818.1K | 0.99% | +2,139 | New |
| Arista Wealth Management, LLC | 2,141 | $818.8K | 0.52% | +2,141 | New |
| Coppell Advisory Solutions LLC | 2,144 | $819.9K | 0.29% | +2,144 | New |
| Coppell Advisory Solutions Corp. | 2,144 | $819.9K | 0.29% | +2,144 | New |
| American Capital Management Inc | 2,145 | $820.3K | 0.03% | 00.0% | Unchanged |
| Red Tortoise LLC | 2,149 | $822.0K | 0.57% | +2,149 | New |
| Lam Group, Inc. | 2,150 | $822.2K | 0.84% | +2,150 | New |
| Yarger Wealth Strategies, LLC | 2,150 | $822.3K | 1.02% | +8+0.4% | Added |
| Versant Capital Management, Inc | 2,151 | $822.4K | 0.30% | −83−3.7% | Reduced |
| Von Berge Wealth Management Group, LLC | 2,029 | $823.0K | 0.74% | +2+0.1% | Added |
| Lewis Capital Management, LLC | 2,158 | $825.3K | 1.26% | 00.0% | Unchanged |
| Bank of Stockton | 2,160 | $826.0K | 0.29% | +1,300+151.2% | Added |
| Strid Group, LLC | 2,152 | $826.8K | 0.20% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 2,163 | $827.0K | 0.46% | 00.0% | Unchanged |
| Ascension Capital Advisors, Inc. | 2,164 | $827.6K | 0.80% | +2,164 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 2,086 | $828.1K | 0.51% | +360+20.9% | Added |
| Fulton Bank, N.A. | 2,168 | $829.0K | 0.05% | +73+3.5% | Added |
| Courage Miller Partners, LLC | 2,170 | $829.9K | 0.38% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 2,173 | $831.0K | 0.10% | −428−16.5% | Reduced |
| Etfidea, LLC | 2,190 | $837.5K | 0.39% | +82+3.9% | Added |