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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 9,417 | $3.60M | 0.28% | +192+2.1% | Added |
| True Capital Management | 9,388 | $3.59M | 2.92% | +9,388 | New |
| Evergreen Advisors, LLC | 9,384 | $3.59M | 1.42% | −65,488−87.5% | Reduced |
| Compass Ion Advisors, LLC | 9,379 | $3.59M | 0.92% | +881+10.4% | Added |
| Ameliora Wealth Management Ltd. | 9,369 | $3.58M | 1.92% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 9,349 | $3.58M | 2.08% | −1,104−10.6% | Reduced |
| John W. Brooker & Co., CPAs | 9,347 | $3.57M | 2.34% | +30.0% | Added |
| Baron Wealth Management LLC | 9,328 | $3.57M | 2.73% | +9,328 | New |
| Stephenson National Bank & Trust | 9,324 | $3.57M | 2.25% | −30−0.3% | Reduced |
| Convergence Financial, LLC | 9,265 | $3.54M | 3.15% | +366+4.1% | Added |
| Founders Financial Alliance, LLC | 9,263 | $3.54M | 1.63% | −284−3.0% | Reduced |
| Tower View Investment Management & Research LLC | 9,233 | $3.53M | 2.47% | +18+0.2% | Added |
| NFP Retirement, Inc. | 9,228 | $3.53M | 0.77% | +3,682+66.4% | Added |
| Family Legacy, Inc. | 8,809 | $3.53M | 1.54% | −589−6.3% | Reduced |
| Helen Stephens Group, LLC | 9,217 | $3.52M | 2.10% | −161−1.7% | Reduced |
| Integrity Financial Corp | 9,215 | $3.52M | 3.37% | +7,567+459.2% | Added |
| Nikulski Financial, Inc. | 9,215 | $3.52M | 1.68% | −547−5.6% | Reduced |
| Cohen & Steers, Inc. | 9,207 | $3.52M | 0.01% | −5,936−39.2% | Reduced |
| Laidlaw Wealth Management LLC | 9,206 | $3.52M | 0.76% | +725+8.5% | Added |
| Garde Capital, Inc. | 9,179 | $3.51M | 0.42% | +581+6.8% | Added |
| TCWP LLC | 9,175 | $3.51M | 0.71% | −16,410−64.1% | Reduced |
| Millington Financial Advisors, LLC | 9,110 | $3.48M | 3.40% | +9,110 | New |
| MTM Investment Management, LLC | 9,110 | $3.48M | 1.81% | +507+5.9% | Added |
| Rehmann Capital Advisory Group | 9,108 | $3.48M | 0.36% | −1,588−14.8% | Reduced |
| Bay Rivers Group | 9,098 | $3.48M | 3.52% | +10+0.1% | Added |
| Alterna Wealth Management, Inc | 9,068 | $3.47M | 3.89% | −94−1.0% | Reduced |
| CFM Wealth Partners LLC | 9,069 | $3.47M | 1.04% | +786+9.5% | Added |
| Callan Capital, LLC | 9,057 | $3.46M | 0.43% | −66−0.7% | Reduced |
| Orca Investment Management, LLC | 9,057 | $3.46M | 4.39% | −43−0.5% | Reduced |
| Unionview, LLC | 9,016 | $3.45M | 3.45% | +30+0.3% | Added |
| First Heartland Consultants, Inc. | 9,014 | $3.45M | 0.56% | +1,343+17.5% | Added |
| Madden Advisory Services, Inc. | 9,009 | $3.45M | 2.58% | −367−3.9% | Reduced |
| WPWealth LLP | 8,958 | $3.43M | 1.79% | +8,958 | New |
| McDonald Partners LLC | 8,955 | $3.42M | 1.17% | +293+3.4% | Added |
| VeraBank, N.A. | 8,943 | $3.42M | 1.71% | +593+7.1% | Added |
| Metlife Inc | 8,939 | $3.42M | 35.77% | −371−4.0% | Reduced |
| Emfo, LLC | 8,928 | $3.41M | 3.42% | −136−1.5% | Reduced |
| Laurel Wealth Planning LLC | 8,927 | $3.41M | 2.20% | +8,396+1,581.2% | Added |
| Essex Investment Management Co LLC | 8,922 | $3.41M | 0.53% | +7,941+809.5% | Added |
| Roberts Glore & Co Inc | 8,919 | $3.41M | 1.18% | −110−1.2% | Reduced |
| Per Stirling Capital Management, LLC. | 8,915 | $3.41M | 0.62% | +8,915 | New |
| Sterneck Capital Management, LLC | 8,910 | $3.41M | 2.26% | −37−0.4% | Reduced |
| Apella Capital, LLC | 8,910 | $3.41M | 0.31% | +211+2.4% | Added |
| Private Ocean, LLC | 8,905 | $3.41M | 0.42% | −466−5.0% | Reduced |
| RKL Wealth Management LLC | 8,894 | $3.40M | 0.45% | 00.0% | Unchanged |
| Security Financial Services, INC. | 8,888 | $3.40M | 1.05% | −687−7.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 8,873 | $3.39M | 0.12% | +761+9.4% | Added |
| Builder Investment Group Inc | 8,867 | $3.39M | 1.61% | +8,867 | New |
| Wealthstream Advisors, Inc. | 8,849 | $3.38M | 2.21% | −183−2.0% | Reduced |
| Palladiem, LLC | 8,842 | $3.38M | 3.51% | −1,465−14.2% | Reduced |
| ELCO Management Co., LLC | 8,803 | $3.37M | 2.53% | +125+1.4% | Added |
| Sage Advisory Services, Ltd.Co. | 8,800 | $3.37M | 0.98% | +3,295+59.9% | Added |
| Fisher Asset Management, LLC | 8,766 | $3.35M | 0.00% | +4,835+123.0% | Added |
| Affiance Financial, LLC | 8,762 | $3.35M | 1.36% | +8,062+1,151.7% | Added |
| Sightline Wealth Advisors, LLC | 8,750 | $3.35M | 3.61% | +494+6.0% | Added |
| Truepoint, Inc. | 8,747 | $3.35M | 0.12% | −1,610−15.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 8,707 | $3.33M | 0.26% | −13−0.1% | Reduced |
| Hallmark Capital Management Inc | 8,689 | $3.32M | 0.31% | +997+13.0% | Added |
| Donaldson Capital Management, LLC | 8,663 | $3.31M | 0.16% | −510−5.6% | Reduced |
| Operose Advisors LLC | 8,658 | $3.31M | 1.77% | +60+0.7% | Added |
| Waycross Investment Management Co | 8,643 | $3.31M | 3.34% | +8,643 | New |
| SMART Wealth LLC | 8,636 | $3.30M | 2.48% | +8,636 | New |
| Annex Advisory Services, LLC | 8,604 | $3.29M | 0.19% | −1,688−16.4% | Reduced |
| My Personal CFO, LLC | 5,486 | $3.29M | 3.25% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 8,592 | $3.29M | 1.04% | −55−0.6% | Reduced |
| Guyasuta Investment Advisors Inc | 8,590 | $3.29M | 0.26% | +655+8.3% | Added |
| Garden State Investment Advisory Services LLC | 8,576 | $3.28M | 1.95% | +8,576 | New |
| Weinberger Asset Management, Inc | 8,532 | $3.26M | 2.01% | +903+11.8% | Added |
| Laraway Financial Inc | 8,499 | $3.25M | 3.40% | +339+4.2% | Added |
| Jackson Square Capital, LLC | 8,485 | $3.24M | 1.53% | +2,645+45.3% | Added |
| Guidance Point Advisors, LLC | 8,441 | $3.23M | 1.37% | +360+4.5% | Added |
| Montis Financial, LLC | 8,434 | $3.23M | 2.73% | +414+5.2% | Added |
| Private Wealth Partners, LLC | 8,418 | $3.22M | 0.37% | +8,418 | New |
| Pegasus Asset Management, Inc. | 8,408 | $3.22M | 1.74% | −100−1.2% | Reduced |
| Sequent Asset Management, LLC | 8,398 | $3.21M | 2.16% | +2,863+51.7% | Added |
| Sentinus, LLC | 8,393 | $3.21M | 1.88% | −82−1.0% | Reduced |
| Meridian Investment Counsel Inc. | 8,391 | $3.21M | 1.28% | +169+2.1% | Added |
| Sandbox Financial Partners, LLC | 8,370 | $3.20M | 2.21% | −68−0.8% | Reduced |
| Chicago Capital, LLC | 8,368 | $3.20M | 0.18% | +928+12.5% | Added |
| Almanack Investment Partners, LLC. | 8,363 | $3.20M | 0.68% | +8,363 | New |
| WC Walker & Associates, Inc. | 8,013 | $3.19M | 1.69% | −76−0.9% | Reduced |
| TruWealth Advisors, LLC | 8,342 | $3.19M | 0.31% | −37−0.4% | Reduced |
| Harbor Investment Advisory, LLC | 8,337 | $3.19M | 0.50% | −324−3.7% | Reduced |
| Beck Mack & Oliver LLC | 8,311 | $3.18M | 0.09% | 00.0% | Unchanged |
| First United Bank Trust | 8,307 | $3.18M | 1.55% | +374+4.7% | Added |
| Spence Asset Management | 8,278 | $3.17M | 1.08% | −659−7.4% | Reduced |
| Resolute Partners Group | 8,226 | $3.16M | 0.41% | −130−1.6% | Reduced |
| Marietta Wealth Management, LLC | 8,243 | $3.15M | 0.71% | −90−1.1% | Reduced |
| Clear Street Markets LLC | 8,200 | $3.14M | 0.63% | −7,350−47.3% | Reduced |
| Aurora Private Wealth, Inc. | 8,176 | $3.13M | 3.58% | −842−9.3% | Reduced |
| Mengis Capital Management, Inc. | 8,164 | $3.12M | 0.68% | −449−5.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,143 | $3.11M | 0.04% | −74−0.9% | Reduced |
| Teamwork Financial Advisors, LLC | 8,092 | $3.09M | 0.63% | +5,119+172.2% | Added |
| Unique Wealth, LLC | 8,091 | $3.09M | 1.65% | +8,091 | New |
| SkyView Investment Advisors, LLC | 8,073 | $3.09M | 0.93% | +1,407+21.1% | Added |
| Interchange Capital Partners, LLC | 8,068 | $3.09M | 3.15% | +3,166+64.6% | Added |
| Claraphi Advisory Network, LLC | 8,060 | $3.08M | 1.23% | +2,216+37.9% | Added |
| Jmac Enterprises LLC | 8,052 | $3.08M | 0.85% | +288+3.7% | Added |
| London Co of Virginia | 8,038 | $3.07M | 0.02% | +5,750+251.3% | Added |
| NWK Group, Inc. | 8,024 | $3.07M | 2.26% | −133−1.6% | Reduced |