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 |
|---|---|---|---|---|---|
| Tilson Financial Group, Inc. | 19,387 | $7.41M | 6.31% | +19,387 | New |
| E&G Advisors, LP | 19,358 | $7.40M | 2.78% | −500−2.5% | Reduced |
| Burleson & Company, LLC | 19,330 | $7.39M | 1.85% | −1,132−5.5% | Reduced |
| Institute for Wealth Management, LLC. | 19,252 | $7.36M | 1.57% | +624+3.3% | Added |
| Tucker Asset Management LLC | 19,006 | $7.29M | 2.34% | −1,423−7.0% | Reduced |
| TSFG, LLC | 19,046 | $7.28M | 2.89% | +3,125+19.6% | Added |
| Parisi Gray Wealth Management | 19,008 | $7.27M | 3.58% | +17,018+855.2% | Added |
| Ghisallo Capital Management LLC | 18,940 | $7.24M | 1.29% | +18,940 | New |
| Terry L. Blaker | 18,902 | $7.23M | 0.66% | +862+4.8% | Added |
| Modera Wealth Management, LLC | 18,887 | $7.22M | 0.29% | +7,519+66.1% | Added |
| Silverhawk Asset Management, LLC | 18,846 | $7.21M | 6.36% | +3,538+23.1% | Added |
| Mission Creek Capital Partners, Inc. | 18,828 | $7.20M | 2.57% | −737−3.8% | Reduced |
| Compagnie Lombard Odier SCmA | 18,810 | $7.19M | 0.19% | +150+0.8% | Added |
| Oxler Private Wealth LLC | 18,806 | $7.19M | 3.87% | −196−1.0% | Reduced |
| Clarus Wealth Advisors | 18,356 | $7.17M | 4.70% | −4,504−19.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 18,739 | $7.17M | 0.61% | 00.0% | Unchanged |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 18,559 | $7.16M | 6.78% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 18,697 | $7.15M | 2.12% | +12,111+183.9% | Added |
| Crestone Asset Management LLC | 18,678 | $7.14M | 1.50% | +3,374+22.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 18,655 | $7.13M | 0.79% | +1,626+9.5% | Added |
| Perritt Capital Management Inc | 18,556 | $7.10M | 4.05% | −1,031−5.3% | Reduced |
| Parsec Financial Management, Inc. | 18,534 | $7.09M | 0.32% | +608+3.4% | Added |
| Sutton Wealth Advisors Inc. | 18,527 | $7.09M | 2.70% | +1,592+9.4% | Added |
| Fukoku Mutual Life Insurance Co | 18,500 | $7.07M | 0.60% | +15,000+428.6% | Added |
| Dearborn Partners LLC | 18,493 | $7.07M | 0.29% | +12,948+233.5% | Added |
| Pinnacle Financial Group, LLC | 18,481 | $7.07M | 5.00% | −417−2.2% | Reduced |
| HGI Capital Management, LLC | 18,472 | $7.06M | 2.02% | +6,264+51.3% | Added |
| Gamco Investors, Inc. Et Al | 18,410 | $7.04M | 0.08% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 18,406 | $7.04M | 2.10% | −2,311−11.2% | Reduced |
| Trust Co of Vermont | 18,394 | $7.03M | 0.52% | +148+0.8% | Added |
| New Legacy Group, LLC | 18,387 | $7.03M | 21.86% | 00.0% | Unchanged |
| Community Bank, N.A. | 18,379 | $7.03M | 0.98% | −317−1.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 18,369 | $7.02M | 2.87% | +8,313+82.7% | Added |
| Avantax Planning Partners, Inc. | 18,362 | $7.02M | 0.28% | −1,371−6.9% | Reduced |
| Sigma Investment Counselors Inc | 18,361 | $7.02M | 0.58% | −148−0.8% | Reduced |
| Montecito Bank & Trust | 18,256 | $6.98M | 1.69% | −60.0% | Reduced |
| Capital Investment Advisors, LLC | 18,237 | $6.97M | 0.21% | +1,151+6.7% | Added |
| Kettle Hill Capital Management, LLC | 18,139 | $6.94M | 1.36% | +240+1.3% | Added |
| First National Bank of Omaha | 18,135 | $6.94M | 0.43% | −459−2.5% | Reduced |
| Sax Wealth Advisors, LLC | 18,071 | $6.91M | 1.60% | +437+2.5% | Added |
| Calton & Associates, Inc. | 18,029 | $6.89M | 2.67% | +2,884+19.0% | Added |
| Principle Wealth Partners LLC | 17,949 | $6.86M | 0.78% | +4,110+29.7% | Added |
| Pittenger & Anderson Inc | 17,946 | $6.86M | 0.38% | +831+4.9% | Added |
| Spears Abacus Advisors LLC | 17,918 | $6.85M | 0.65% | +4,453+33.1% | Added |
| FIL Ltd | 17,889 | $6.84M | 0.01% | −1,345−7.0% | Reduced |
| Ignite Planners, LLC | 16,866 | $6.84M | 2.86% | +1,950+13.1% | Added |
| Burke & Herbert Bank & Trust Co | 17,717 | $6.78M | 5.04% | +292+1.7% | Added |
| Ellenbecker Investment Group | 17,692 | $6.77M | 2.00% | +2,298+14.9% | Added |
| Venturi Wealth Management, LLC | 17,688 | $6.76M | 0.60% | −132,860−88.3% | Reduced |
| Paragon Capital Management Ltd | 17,673 | $6.76M | 1.80% | −471−2.6% | Reduced |
| LMCG Investments, LLC | 17,646 | $6.75M | 0.47% | +12,332+232.1% | Added |
| Palumbo Wealth Management LLC | 17,631 | $6.74M | 5.36% | +1,606+10.0% | Added |
| One River Asset Management, LLC | 17,519 | $6.69M | 4.59% | +17,519 | New |
| Thrive Wealth Management, LLC | 17,486 | $6.69M | 1.92% | +257+1.5% | Added |
| Alley Investment Management Company, LLC | 17,306 | $6.62M | 1.14% | +12,061+230.0% | Added |
| Accurate Wealth Management, LLC | 16,933 | $6.61M | 2.43% | +8,191+93.7% | Added |
| Cornerstone Advisors Asset Management, LLC | 17,279 | $6.61M | 3.53% | +1,421+9.0% | Added |
| Wealth Alliance | 17,197 | $6.58M | 1.17% | −87−0.5% | Reduced |
| Market Street Wealth Management Advisors LLC | 17,195 | $6.58M | 1.90% | +731+4.4% | Added |
| LMG Wealth Partners, LLC | 16,519 | $6.57M | 2.17% | +16,519 | New |
| Regent Peak Wealth Advisors LLC | 17,106 | $6.54M | 2.14% | +5,690+49.8% | Added |
| Epic Trust Investment Advisors, LLC | 17,058 | $6.52M | 9.82% | −2,894−14.5% | Reduced |
| Eagle Strategies LLC | 17,033 | $6.51M | 1.95% | +46+0.3% | Added |
| Domani Wealth, LLC | 16,979 | $6.49M | 1.62% | −40−0.2% | Reduced |
| Dakota Wealth Management | 16,959 | $6.49M | 0.46% | +4,396+35.0% | Added |
| Grandview Asset Management LLC | 16,929 | $6.47M | 4.03% | −727−4.1% | Reduced |
| Smart Money Group LLC | 16,915 | $6.47M | 3.38% | +7,725+84.1% | Added |
| Avestar Capital, LLC | 16,913 | $6.47M | 1.39% | −66−0.4% | Reduced |
| Perfromance Wealth Partners, LLC | 16,892 | $6.46M | 0.39% | −2,773−14.1% | Reduced |
| Paulson Wealth Management Inc. | 16,881 | $6.46M | 3.15% | +8,044+91.0% | Added |
| Castleview Partners, LLC | 16,868 | $6.45M | 6.28% | +318+1.9% | Added |
| Cercano Management LLC | 16,854 | $6.45M | 0.26% | +16,854 | New |
| REDW Wealth LLC | 16,837 | $6.44M | 2.23% | −5,884−25.9% | Reduced |
| GeoWealth Management, LLC | 16,815 | $6.43M | 0.68% | +8,881+111.9% | Added |
| Columbia Asset Management | 16,797 | $6.42M | 1.58% | +544+3.3% | Added |
| Logan Capital Management Inc | 16,794 | $6.42M | 0.33% | +12,800+320.5% | Added |
| Aveo Capital Partners, LLC | 16,648 | $6.37M | 0.96% | +12,380+290.1% | Added |
| K.J. Harrison & Partners Inc | 12,288 | $6.36M | 1.24% | +634+5.4% | Added |
| Isthmus Partners, LLC | 16,612 | $6.35M | 0.95% | +15,175+1,056.0% | Added |
| Washington Trust Advisors, Inc. | 16,553 | $6.33M | 0.69% | −1,360−7.6% | Reduced |
| Lansing Street Advisors | 16,441 | $6.29M | 4.31% | +151+0.9% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 16,441 | $6.29M | 0.23% | −1,045−6.0% | Reduced |
| Arcus Capital Partners, LLC | 16,437 | $6.29M | 2.51% | +9,570+139.4% | Added |
| KG&L Capital Management,LLC | 16,429 | $6.28M | 3.63% | +357+2.2% | Added |
| Balboa Wealth Partners | 16,394 | $6.27M | 2.83% | +1,610+10.9% | Added |
| Chatham Capital Group, Inc. | 16,388 | $6.27M | 1.47% | +5,628+52.3% | Added |
| Advisory Alpha, LLC | 16,358 | $6.26M | 0.44% | +1,620+11.0% | Added |
| Blueprint Investment Partners LLC | 16,330 | $6.24M | 1.35% | +12,259+301.1% | Added |
| First American Bank | 16,304 | $6.24M | 0.60% | +4,021+32.7% | Added |
| Robbins Farley LLC | 700 | $6.23M | 4.82% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 16,293 | $6.23M | 0.04% | +63+0.4% | Added |
| Annandale Capital, LLC | 16,277 | $6.22M | 2.06% | +13+0.1% | Added |
| RMR Wealth Builders | 16,275 | $6.22M | 1.41% | +1,075+7.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 16,233 | $6.21M | 0.55% | +5,027+44.9% | Added |
| Codex Capital, L.L.C. | 16,220 | $6.20M | 5.18% | 00.0% | Unchanged |
| GFG Capital, LLC | 16,140 | $6.17M | 1.40% | +14,462+861.9% | Added |
| Sassicaia Capital Advisers LLC | 16,089 | $6.15M | 15.30% | +16,089 | New |
| Van Cleef Asset Management,Inc | 16,071 | $6.15M | 1.01% | +75+0.5% | Added |
| Global Strategic Investment Solutions, LLC | 16,070 | $6.15M | 0.41% | +203+1.3% | Added |
| Financial Guidance Group, Inc. | 15,985 | $6.11M | 4.98% | +190+1.2% | Added |