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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 23,259 | $8.89M | 0.07% | +1,988+9.3% | Added |
| Laurel Wealth Advisors LLC | 23,195 | $8.87M | 2.04% | +870+3.9% | Added |
| Kingsview Wealth Management, LLC | 23,149 | $8.85M | 0.38% | +4,088+21.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 23,149 | $8.85M | 0.40% | −783−3.3% | Reduced |
| Planning Alternatives Ltd | 23,085 | $8.83M | 1.61% | −496−2.1% | Reduced |
| State of Alaska, Department of Revenue | 23,074 | $8.82M | 0.11% | +19,889+624.5% | Added |
| Prism Advisors, Inc. | 23,069 | $8.82M | 3.24% | −110.0% | Reduced |
| Main Street Financial Solutions, LLC | 22,914 | $8.76M | 1.38% | +6,052+35.9% | Added |
| LVM Capital Management Ltd | 22,879 | $8.75M | 1.27% | −403−1.7% | Reduced |
| Nwam LLC | 22,859 | $8.74M | 0.77% | +319+1.4% | Added |
| Todd Asset Management LLC | 22,800 | $8.72M | 0.21% | +22,800 | New |
| Umb Bank N A | 22,772 | $8.71M | 0.14% | −3,523−13.4% | Reduced |
| Heritage Trust Co | 22,761 | $8.70M | 1.42% | +5,974+35.6% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 22,707 | $8.68M | 2.56% | +1,960+9.4% | Added |
| Moors & Cabot, Inc. | 22,561 | $8.63M | 0.60% | +9,975+79.3% | Added |
| Little House Capital LLC | 22,529 | $8.62M | 4.26% | +20,078+819.2% | Added |
| Aspen Investment Management Inc | 22,525 | $8.62M | 5.63% | +14+0.1% | Added |
| Linscomb & Williams, Inc. | 22,520 | $8.61M | 0.44% | +424+1.9% | Added |
| Guardian Wealth Advisors, LLC | 22,380 | $8.60M | 1.65% | −821−3.5% | Reduced |
| Orion Portfolio Solutions, LLC | 22,438 | $8.58M | 0.30% | +4,263+23.5% | Added |
| O'Shaughnessy Asset Management, LLC | 22,393 | $8.56M | 0.14% | −3,864−14.7% | Reduced |
| Accredited Investors Inc. | 22,390 | $8.56M | 0.72% | +3,243+16.9% | Added |
| Grimes & Company, Inc. | 22,362 | $8.55M | 0.36% | −2,817−11.2% | Reduced |
| Squarepoint Ops LLC | 22,277 | $8.52M | 0.06% | −35,218−61.3% | Reduced |
| Schrum Private Wealth Management LLC | 22,268 | $8.52M | 10.09% | +519+2.4% | Added |
| Moody Lynn & Lieberson, LLC | 22,266 | $8.52M | 0.78% | −524−2.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 22,153 | $8.51M | 0.74% | +335+1.5% | Added |
| Cordant, Inc. | 22,245 | $8.51M | 5.73% | −843−3.7% | Reduced |
| Paragon Advisors, LLC | 22,215 | $8.49M | 3.75% | +22,215 | New |
| Symmetry Peak Management LLC | 22,200 | $8.49M | 33.51% | +22,200 | New |
| Generation Investment Management LLP | 22,194 | $8.49M | 0.05% | 00.0% | Unchanged |
| Gries Financial LLC | 22,157 | $8.47M | 2.81% | +237+1.1% | Added |
| Goodwin Daniel L | 22,087 | $8.45M | 4.28% | −2,693−10.9% | Reduced |
| Mastrapasqua Asset Management Inc | 22,010 | $8.42M | 1.11% | +22,010 | New |
| Boxwood Ventures, Inc. | 21,838 | $8.39M | 15.04% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 21,909 | $8.38M | 1.38% | −2,234−9.3% | Reduced |
| Pettinga Financial Advisors, LLC | 21,894 | $8.37M | 2.73% | −362−1.6% | Reduced |
| Mycio Wealth Partners, LLC | 21,889 | $8.37M | 2.74% | +4,055+22.7% | Added |
| Atlas Capital Advisors LLC | 21,826 | $8.35M | 1.40% | −412−1.9% | Reduced |
| Brave Asset Management Inc | 21,750 | $8.32M | 2.82% | +3,050+16.3% | Added |
| SageView Advisory Group, LLC | 21,733 | $8.31M | 0.68% | +21,733 | New |
| Destination Wealth Management | 21,697 | $8.30M | 0.33% | +5,424+33.3% | Added |
| Courier Capital LLC | 21,693 | $8.30M | 0.96% | −129−0.6% | Reduced |
| Gratus Capital LLC | 21,613 | $8.27M | 0.69% | +6,198+40.2% | Added |
| Custos Family Office, LLC | 21,612 | $8.27M | 6.60% | −910−4.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 21,598 | $8.26M | 1.79% | −175−0.8% | Reduced |
| DeepCurrents Investment Group LLC | 21,589 | $8.26M | 0.35% | −76,187−77.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 21,563 | $8.25M | 2.35% | +5,983+38.4% | Added |
| West Branch Capital LLC | 21,555 | $8.24M | 5.09% | −264−1.2% | Reduced |
| Iron Horse Wealth Management, LLC | 21,527 | $8.23M | 4.44% | +12,815+147.1% | Added |
| Keeley-Teton Advisors, LLC | 21,388 | $8.18M | 1.02% | −83−0.4% | Reduced |
| Epoch Investment Partners, Inc. | 21,286 | $8.14M | 0.05% | +21,286 | New |
| Oversea-Chinese Banking CORP Ltd | 21,219 | $8.12M | 0.47% | +21,219 | New |
| Tandem Wealth Advisors LLC | 21,162 | $8.09M | 5.14% | +21,162 | New |
| GW&K Investment Management, LLC | 21,149 | $8.09M | 0.08% | +15,963+307.8% | Added |
| Optimum Investment Advisors | 21,130 | $8.08M | 4.38% | −2,305−9.8% | Reduced |
| Syntal Capital Partners, LLC | 21,004 | $8.07M | 3.20% | −9,891−32.0% | Reduced |
| Quent Capital, LLC | 21,069 | $8.06M | 1.47% | +722+3.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 20,918 | $8.00M | 0.61% | 00.0% | Unchanged |
| Citizens Business Bank | 20,743 | $7.93M | 1.82% | −4,375−17.4% | Reduced |
| Ancora Advisors, LLC | 20,726 | $7.93M | 0.23% | −2,994−12.6% | Reduced |
| Childress Capital Advisors, LLC | 20,723 | $7.93M | 2.63% | −7,493−26.6% | Reduced |
| Stratos Wealth Advisors, LLC | 20,698 | $7.92M | 0.66% | −1,259−5.7% | Reduced |
| Kesler, Norman & Wride, LLC | 20,683 | $7.91M | 2.04% | +18,809+1,003.7% | Added |
| Whitebox Advisors LLC | 20,627 | $7.89M | 0.29% | −479,373−95.9% | Reduced |
| SFMG, LLC | 20,613 | $7.88M | 0.87% | +434+2.2% | Added |
| Mount Capital Ltd | 20,600 | $7.88M | 3.05% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 20,537 | $7.87M | 1.91% | +12,110+143.7% | Added |
| Nicolet Bankshares Inc | 20,517 | $7.85M | 2.70% | +985+5.0% | Added |
| J. W. Coons Advisors, LLC | 20,486 | $7.83M | 2.34% | +821+4.2% | Added |
| WorthPointe, LLC | 20,441 | $7.82M | 5.59% | −309−1.5% | Reduced |
| US Financial Advisors, LLC | 20,421 | $7.81M | 3.92% | −3,575−14.9% | Reduced |
| Sterling Manor Financial, LLC | 20,396 | $7.80M | 8.66% | −239−1.2% | Reduced |
| Northstar Asset Management LLC | 20,395 | $7.80M | 2.46% | −50.0% | Reduced |
| BFSG, LLC | 20,354 | $7.78M | 1.56% | +18,251+867.9% | Added |
| Hoese & Co LLP | 18,993 | $7.74M | 8.14% | −145−0.8% | Reduced |
| Peterson Wealth Management | 20,181 | $7.72M | 7.87% | +758+3.9% | Added |
| Summit Financial Group Inc | 20,135 | $7.70M | 3.05% | −722−3.5% | Reduced |
| Congress Asset Management Co | 20,127 | $7.70M | 0.08% | +14,695+270.5% | Added |
| Hudson Bay Capital Management LP | 20,100 | $7.69M | 0.09% | −19,100−48.7% | Reduced |
| Lake Street Financial LLC | 20,076 | $7.68M | 1.59% | +565+2.9% | Added |
| Miller Value Partners, LLC | 20,062 | $7.67M | 0.50% | +582+3.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 20,039 | $7.66M | 3.42% | −482−2.3% | Reduced |
| Teilinger Capital Ltd. | 20,000 | $7.65M | 2.65% | +20,000 | New |
| World Equity Group, Inc. | 19,945 | $7.63M | 1.81% | −1,317−6.2% | Reduced |
| GenWealth Group, Inc. | 19,939 | $7.63M | 2.49% | −548−2.7% | Reduced |
| SBB Research Group LLC | 19,858 | $7.59M | 10.97% | −8,966−31.1% | Reduced |
| Mainsail Financial Group, LLC | 19,276 | $7.57M | 7.72% | +19,276 | New |
| Fiducient Advisors LLC | 19,761 | $7.56M | 2.22% | −3,887−16.4% | Reduced |
| Larson Financial Group LLC | 19,752 | $7.55M | 0.90% | −175−0.9% | Reduced |
| Marco Investment Management LLC | 19,740 | $7.55M | 0.88% | −3,736−15.9% | Reduced |
| Zurich Insurance Group Ltd | 21,128 | $7.53M | 0.11% | −6,574−23.7% | Reduced |
| American Planning Services, Inc. | 19,607 | $7.50M | 7.49% | +19,585+89,022.7% | Added |
| St. Johns Investment Management Company, LLC | 19,604 | $7.50M | 4.47% | −390−2.0% | Reduced |
| Forefront Analytics, LLC | 19,600 | $7.50M | 3.99% | +75+0.4% | Added |
| Grove Bank & Trust | 19,586 | $7.49M | 1.65% | −2,260−10.3% | Reduced |
| West Paces Advisors Inc. | 19,534 | $7.47M | 2.38% | −1,165−5.6% | Reduced |
| Gunma Bank,Ltd. | 19,500 | $7.46M | 3.70% | +7,500+62.5% | Added |
| Ellis Investment Partners, LLC | 19,497 | $7.46M | 2.03% | +1,293+7.1% | Added |
| Level Four Advisory Services, LLC | 19,435 | $7.43M | 0.55% | +8,252+73.8% | Added |