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 |
|---|---|---|---|---|---|
| Aspire Capital Advisors LLC | 13,453 | $5.14M | 2.93% | +732+5.8% | Added |
| Avidian Wealth Solutions, LLC | 13,435 | $5.14M | 0.33% | −274−2.0% | Reduced |
| C2C Wealth Management, LLC | 13,158 | $5.14M | 0.89% | −945−6.7% | Reduced |
| Second Half Financial Partners, LLC | 12,601 | $5.12M | 3.34% | +3,369+36.5% | Added |
| Quantinno Capital Management LP | 13,371 | $5.11M | 0.38% | −2,296−14.7% | Reduced |
| Landmark Financial Advisors, LLC | 13,342 | $5.10M | 2.36% | −105−0.8% | Reduced |
| Autumn Glory Partners, LLC | 13,321 | $5.09M | 2.72% | +2,304+20.9% | Added |
| Financial Advisory Service, Inc. | 13,304 | $5.09M | 0.58% | −660−4.7% | Reduced |
| Chilton Investment Co LLC | 13,284 | $5.08M | 0.16% | +12,226+1,155.6% | Added |
| Shoker Investment Counsel, Inc. | 13,249 | $5.07M | 2.27% | −3,727−22.0% | Reduced |
| Bank of New Hampshire | 13,220 | $5.06M | 1.52% | −2,467−15.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 13,220 | $5.06M | 0.20% | −701−5.0% | Reduced |
| TrinityPoint Wealth, LLC | 13,174 | $5.04M | 1.15% | +7,392+127.8% | Added |
| Ramiah Investment Group | 13,117 | $5.02M | 9.65% | −134−1.0% | Reduced |
| Eqis Capital Management, Inc. | 13,103 | $5.01M | 0.56% | +13,103 | New |
| Kaizen Financial Strategies | 12,568 | $5.01M | 4.95% | −1,080−7.9% | Reduced |
| Paul Damon & Associates, Inc. | 13,082 | $5.00M | 4.07% | +13,082 | New |
| Ameraudi Asset Management, Inc. | 13,062 | $5.00M | 2.15% | −569−4.2% | Reduced |
| First Bank & Trust | 13,058 | $4.99M | 1.39% | +13,058 | New |
| Atom Investors LP | 13,025 | $4.98M | 2.49% | −2,154−14.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 12,983 | $4.97M | 1.49% | +185+1.4% | Added |
| Zhang Financial LLC | 12,955 | $4.95M | 0.63% | +8+0.1% | Added |
| Nuveen Asset Management, LLC | 12,950 | $4.95M | 0.00% | +8,450+187.8% | Added |
| Coastwise Capital Group, LLC | 12,931 | $4.95M | 5.87% | +9,271+253.3% | Added |
| Old Second National Bank of Aurora | 12,896 | $4.93M | 1.46% | −282−2.1% | Reduced |
| Magnus Financial Group LLC | 12,895 | $4.93M | 0.80% | −450−3.4% | Reduced |
| Arkansas Financial Group, Inc. | 12,890 | $4.93M | 1.08% | −103−0.8% | Reduced |
| Journey Advisory Group, LLC | 12,884 | $4.93M | 1.23% | −2,677−17.2% | Reduced |
| United Asset Strategies, Inc. | 12,859 | $4.92M | 0.69% | +915+7.7% | Added |
| Vishria Bird Financial Group, LLC | 12,854 | $4.92M | 3.43% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 12,841 | $4.91M | 1.00% | +1,052+8.9% | Added |
| Glassman Wealth Services | 12,838 | $4.91M | 0.90% | +9+0.1% | Added |
| Van Leeuwen & Company, LLC | 12,817 | $4.90M | 3.39% | −569−4.3% | Reduced |
| Miracle Mile Advisors, LLC | 12,816 | $4.90M | 0.17% | +2,065+19.2% | Added |
| Castle Rock Wealth Management, LLC | 12,102 | $4.90M | 2.19% | +2,440+25.3% | Added |
| Cornerstone Investment Partners, LLC | 12,806 | $4.90M | 0.31% | +12,806 | New |
| Ziegler Capital Management, LLC | 12,802 | $4.90M | 0.21% | +6,394+99.8% | Added |
| Ground Swell Capital, LLC | 12,802 | $4.90M | 21.73% | +12,802 | New |
| Corbin Capital Partners, L.P. | 12,800 | $4.90M | 1.49% | +12,800 | New |
| Krilogy Financial LLC | 12,793 | $4.89M | 0.47% | +3,659+40.1% | Added |
| LWMG, LLC | 12,705 | $4.86M | 1.74% | +12,705 | New |
| Carret Asset Management, LLC | 12,688 | $4.85M | 0.67% | −277−2.1% | Reduced |
| Consolidated Capital Management, LLC | 12,656 | $4.84M | 2.89% | +12,656 | New |
| Marcum Wealth, LLC | 12,626 | $4.83M | 0.64% | +7,513+146.9% | Added |
| Private Asset Management Inc | 12,553 | $4.80M | 0.81% | +555+4.6% | Added |
| Ami Investment Management Inc | 12,522 | $4.79M | 2.48% | −70−0.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 10,072 | $4.79M | 0.53% | +4,003+66.0% | Added |
| DBK Financial Counsel, LLC | 12,498 | $4.78M | 7.62% | −10−0.1% | Reduced |
| Peak Asset Management, LLC | 12,454 | $4.76M | 1.24% | −110−0.9% | Reduced |
| Forum Financial Management, LP | 12,432 | $4.75M | 0.16% | −171−1.4% | Reduced |
| Berger Financial Group, Inc | 12,395 | $4.74M | 0.63% | +4,554+58.1% | Added |
| West Bancorporation Inc | 12,380 | $4.73M | 3.51% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 12,365 | $4.73M | 4.00% | −354−2.8% | Reduced |
| Naples Global Advisors, LLC | 12,280 | $4.72M | 0.60% | −198−1.6% | Reduced |
| Moloney Securities Asset Management, LLC | 12,330 | $4.72M | 1.04% | −2,201−15.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,293 | $4.70M | 0.86% | +1,903+18.3% | Added |
| Old North State Trust, LLC | 12,278 | $4.70M | 3.09% | −55−0.4% | Reduced |
| McAlister, Sweet & Associates, Inc. | 12,248 | $4.68M | 6.94% | −2,112−14.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 12,243 | $4.68M | 0.34% | +4,841+65.4% | Added |
| KLK Capital Management LLC | 12,238 | $4.68M | 6.41% | +160+1.3% | Added |
| WealthTrust Asset Management, LLC | 12,226 | $4.68M | 4.52% | +5,817+90.8% | Added |
| Collective Family Office LLC | 12,214 | $4.67M | 2.10% | −1,432−10.5% | Reduced |
| Crossmark Global Holdings, Inc. | 12,207 | $4.67M | 0.12% | +7,241+145.8% | Added |
| Cliffwater LLC | 12,204 | $4.67M | 1.31% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 12,196 | $4.66M | 1.21% | −250−2.0% | Reduced |
| Windsor Capital Management, LLC | 12,167 | $4.65M | 1.69% | −214−1.7% | Reduced |
| Biltmore Family Office, LLC | 12,101 | $4.65M | 0.96% | +3,168+35.5% | Added |
| Lyell Wealth Management, LP | 12,136 | $4.64M | 0.73% | +55+0.5% | Added |
| Tran Capital Management, L.P. | 12,110 | $4.63M | 0.59% | −1,321−9.8% | Reduced |
| Amplius Wealth Advisors, LLC | 11,980 | $4.58M | 0.73% | +104+0.9% | Added |
| Single Point Partners, LLC | 11,971 | $4.58M | 1.10% | −448−3.6% | Reduced |
| Front Barnett Associates LLC | 11,960 | $4.57M | 0.58% | +1,198+11.1% | Added |
| Triad Financial Advisors, Inc. | 11,954 | $4.57M | 2.04% | −324−2.6% | Reduced |
| Resurgent Financial Advisors LLC | 11,922 | $4.56M | 2.44% | −293−2.4% | Reduced |
| Alta Wealth Advisors LLC | 11,870 | $4.54M | 3.07% | −1,981−14.3% | Reduced |
| Hoylecohen, LLC | 11,814 | $4.52M | 0.45% | +111+0.9% | Added |
| Bensler, LLC | 11,791 | $4.51M | 1.00% | +354+3.1% | Added |
| Guardian Capital Advisors LP | 11,355 | $4.51M | 0.51% | −170−1.5% | Reduced |
| Etesian Wealth Advisors, Inc. | 11,765 | $4.50M | 3.28% | +11,765 | New |
| Kanawha Capital Management LLC | 11,752 | $4.49M | 0.44% | −6,441−35.4% | Reduced |
| Bishop Rock Capital, L.P. | 11,734 | $4.49M | 5.98% | −6,298−34.9% | Reduced |
| Private Portfolio Partners LLC | 11,730 | $4.49M | 1.18% | −70−0.6% | Reduced |
| First City Capital Management, Inc. | 11,701 | $4.47M | 2.69% | +72+0.6% | Added |
| GSB Wealth Management, LLC | 11,692 | $4.47M | 1.60% | −3,105−21.0% | Reduced |
| Peddock Capital Advisors, LLC | 11,625 | $4.45M | 1.72% | +120+1.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,619 | $4.44M | 0.01% | −723−5.9% | Reduced |
| Port Capital LLC | 11,617 | $4.44M | 0.32% | +14+0.1% | Added |
| Keystone Wealth Services, LLC | 11,609 | $4.44M | 1.94% | +4,340+59.7% | Added |
| JDM Financial Group LLC | 11,606 | $4.44M | 4.25% | +11,606 | New |
| Mark Stevens | 11,591 | $4.43M | 0.58% | −783−6.3% | Reduced |
| Garrett Investment Advisors LLC | 11,435 | $4.37M | 0.77% | −1,250−9.9% | Reduced |
| Lowery Thomas, LLC | 11,352 | $4.34M | 5.21% | −521−4.4% | Reduced |
| Westmount Partners, LLC | 11,331 | $4.33M | 2.25% | +11,331 | New |
| Ferguson Wellman Capital Management, Inc | 11,326 | $4.33M | 0.11% | +1,665+17.2% | Added |
| CRA Financial Services, LLC | 11,308 | $4.32M | 1.42% | +310+2.8% | Added |
| Rockingstone Advisors LLC | 11,299 | $4.32M | 3.23% | +11,299 | New |
| Oder Investment Management, LLC | 11,283 | $4.31M | 5.36% | +10.0% | Added |
| Drexel Morgan & Co. | 11,261 | $4.31M | 0.89% | −75,000−86.9% | Reduced |
| WMS Partners, LLC | 11,248 | $4.30M | 0.43% | −560−4.7% | Reduced |
| Vista Capital Partners, Inc. | 11,218 | $4.29M | 0.67% | +201+1.8% | Added |