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 |
|---|---|---|---|---|---|
| AFS Financial Group, LLC | 8,018 | $3.07M | 2.18% | +8,018 | New |
| Cherrydale Wealth Management, LLC | 8,001 | $3.06M | 2.53% | +8,001 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 8,000 | $3.06M | 2.14% | +8,000 | New |
| Ridgecrest Wealth Partners, LLC | 7,996 | $3.06M | 2.32% | 00.0% | Unchanged |
| Asset Dedication, LLC | 7,991 | $3.05M | 0.31% | +82+1.0% | Added |
| M.D. Sass Investors Services, Inc. | 7,980 | $3.05M | 0.55% | +718+9.9% | Added |
| Northwest Bancshares, Inc. | 7,978 | $3.05M | 0.61% | −424−5.0% | Reduced |
| Capital World Investors | 7,918 | $3.04M | 0.00% | +36+0.5% | Added |
| Covenant Asset Management, LLC | 7,928 | $3.03M | 1.09% | +645+8.9% | Added |
| Madison Wealth Partners, Inc | 7,915 | $3.03M | 1.77% | +33+0.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 7,914 | $3.03M | 0.32% | −107−1.3% | Reduced |
| Resources Management Corp | 7,902 | $3.02M | 0.48% | −775−8.9% | Reduced |
| Woodstock Corp | 7,899 | $3.02M | 0.40% | −161−2.0% | Reduced |
| Long Run Wealth Advisors, LLC | 7,895 | $3.02M | 1.09% | −75−0.9% | Reduced |
| SL Advisors, LLC | 7,883 | $3.01M | 6.67% | −20.0% | Reduced |
| Certified Advisory Corp | 7,874 | $3.01M | 0.60% | +861+12.3% | Added |
| Merrion Investment Management Co, LLC | 7,869 | $3.01M | 2.80% | −204−2.5% | Reduced |
| Twin Lakes Capital Management, LLC | 7,862 | $3.01M | 2.32% | −25−0.3% | Reduced |
| Cohen Capital Management, Inc. | 7,862 | $3.01M | 0.61% | −9−0.1% | Reduced |
| Clientfirst Wealth Management, LLC | 7,861 | $3.01M | 3.82% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7,854 | $3.00M | 0.44% | +127+1.6% | Added |
| Loudon Investment Management, LLC | 7,850 | $3.00M | 2.17% | +145+1.9% | Added |
| Personal Cfo Solutions, LLC | 7,762 | $3.00M | 0.63% | −7,725−49.9% | Reduced |
| Chesapeake Wealth Management | 7,819 | $2.99M | 1.31% | −10−0.1% | Reduced |
| StoneX Group Inc. | 7,758 | $2.98M | 0.35% | −3,514−31.2% | Reduced |
| Orin Green Financial, LLC | 7,788 | $2.98M | 1.75% | −84−1.1% | Reduced |
| Moneda S.A. Administradora General de Fondos | 7,738 | $2.96M | 2.45% | −26−0.3% | Reduced |
| Acorn Financial Advisory Services Inc | 7,732 | $2.96M | 0.63% | −19−0.2% | Reduced |
| Levin Capital Strategies, L.P. | 7,727 | $2.96M | 0.40% | +2,221+40.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,363 | $2.95M | 0.04% | −673−8.4% | Reduced |
| Raffa Wealth Management, LLC | 7,669 | $2.93M | 1.20% | +6+0.1% | Added |
| Samalin Investment Counsel, LLC | 7,647 | $2.92M | 1.85% | −102−1.3% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 7,625 | $2.92M | 2.60% | +45+0.6% | Added |
| DHJJ Financial Advisors, Ltd. | 7,573 | $2.89M | 1.66% | −554−6.8% | Reduced |
| Pictet Bank & Trust Ltd | 7,518 | $2.88M | 3.36% | +50+0.7% | Added |
| SIG North Trading, ULC | 7,495 | $2.87M | 1.48% | −62,009−89.2% | Reduced |
| Centennial Bank | 7,494 | $2.87M | 1.64% | +7,494 | New |
| Strait & Sound Wealth Management LLC | 7,200 | $2.86M | 3.13% | +7,200 | New |
| Baldwin Investment Management, LLC | 7,485 | $2.86M | 0.52% | −25−0.3% | Reduced |
| Pasadena Private Wealth, LLC | 7,459 | $2.85M | 0.88% | +18+0.2% | Added |
| Northwest Capital Management Inc | 7,448 | $2.85M | 1.51% | +1,458+24.3% | Added |
| Peregrine Asset Advisers, Inc. | 7,425 | $2.84M | 3.02% | +724+10.8% | Added |
| Hengehold Capital Management LLC | 7,415 | $2.84M | 0.39% | +1,455+24.4% | Added |
| LWS Wealth Advisors, Inc. | 7,407 | $2.83M | 1.19% | +2,596+54.0% | Added |
| Permanens Capital L.P. | 7,405 | $2.83M | 0.69% | −239−3.1% | Reduced |
| Western Asset Management Company, LLC | 7,398 | $2.83M | 1.23% | +162+2.2% | Added |
| Credential Qtrade Securities Inc. | 7,394 | $2.83M | 0.20% | +2,744+59.0% | Added |
| Nixon Peabody Trust Co | 7,384 | $2.82M | 2.29% | −128−1.7% | Reduced |
| Symphony Financial, Ltd. Co. | 7,352 | $2.82M | 0.75% | −2,085−22.1% | Reduced |
| Kula Investments, LLC | 7,358 | $2.81M | 0.99% | +7,358 | New |
| WJ Wealth Management, LLC | 7,357 | $2.81M | 1.63% | −5,125−41.1% | Reduced |
| Hassell Wealth Management, LLC | 7,048 | $2.80M | 2.10% | +7,048 | New |
| CIC Wealth, LLC | 7,322 | $2.80M | 1.16% | +7,322 | New |
| Voss Capital, LLC | 7,300 | $2.79M | 0.54% | +7,300 | New |
| Kiwi Wealth Investments Limited Partnership | 7,296 | $2.79M | 0.19% | +6,001+463.4% | Added |
| Bickling Financial Services, Inc. | 7,243 | $2.77M | 1.73% | −187−2.5% | Reduced |
| Regis Management CO LLC | 7,228 | $2.76M | 0.64% | 00.0% | Unchanged |
| DFPG Investments, LLC | 6,988 | $2.76M | 0.46% | +1,680+31.7% | Added |
| Moreno Evelyn V | 7,210 | $2.76M | 0.64% | +7,210 | New |
| Bedell Frazier Investment Counseling, LLC | 7,196 | $2.75M | 0.72% | +5,144+250.7% | Added |
| Platform Technology Partners | 7,180 | $2.75M | 1.42% | −1,092−13.2% | Reduced |
| Waterfront Wealth Inc. | 6,761 | $2.74M | 0.94% | −41−0.6% | Reduced |
| Nelson Capital Management, LLC | 7,162 | $2.74M | 0.80% | +1,209+20.3% | Added |
| Boston Research & Management Inc | 7,148 | $2.73M | 0.85% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,124 | $2.72M | 0.72% | −1,674−19.0% | Reduced |
| Pacitti Group Inc. | 7,115 | $2.72M | 2.13% | −5−0.1% | Reduced |
| Prosperity Planning, Inc. | 7,209 | $2.72M | 1.34% | 00.0% | Unchanged |
| Cahill Wealth Management, LLC | 6,572 | $2.71M | 1.97% | +2,169+49.3% | Added |
| Tanglewood Legacy Advisors, LLC | 7,083 | $2.71M | 1.93% | +7,083 | New |
| Pinnacle Family Advisors, LLC | 7,078 | $2.71M | 1.93% | +96+1.4% | Added |
| Financial Architects, Inc | 7,074 | $2.71M | 0.45% | +233+3.4% | Added |
| Boston Trust Walden Corp | 7,066 | $2.70M | 0.02% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 7,056 | $2.70M | 0.90% | +130+1.9% | Added |
| BNC Wealth Management, LLC | 7,051 | $2.70M | 1.59% | +62+0.9% | Added |
| D L Carlson Investment Group Inc | 7,049 | $2.70M | 0.58% | +1,502+27.1% | Added |
| Edge Wealth Management LLC | 7,090 | $2.69M | 0.63% | −590−7.7% | Reduced |
| Tyler-Stone Wealth Management | 6,996 | $2.67M | 1.82% | +136+2.0% | Added |
| Perennial Advisors, LLC | 6,988 | $2.67M | 0.85% | −262−3.6% | Reduced |
| EWG Elevate Inc. | 6,988 | $2.67M | 1.35% | −11,086−61.3% | Reduced |
| Coastal Investment Advisors, Inc. | 6,987 | $2.67M | 0.65% | +951+15.8% | Added |
| Lockerman Financial Group, Inc. | 6,973 | $2.67M | 7.78% | +124+1.8% | Added |
| RWM Asset Management, LLC | 6,963 | $2.66M | 0.58% | +6,593+1,781.9% | Added |
| High Falls Advisors, Inc | 6,962 | $2.66M | 0.83% | +68+1.0% | Added |
| Signature Wealth Management Partners, LLC | 6,953 | $2.66M | 2.62% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 6,948 | $2.66M | 0.76% | −5−0.1% | Reduced |
| Bray Capital Advisors | 6,946 | $2.66M | 0.82% | +668+10.6% | Added |
| Signature Securities Group Corporation | 6,916 | $2.65M | 0.93% | −423−5.8% | Reduced |
| SC&H Financial Advisors, Inc. | 6,931 | $2.65M | 1.10% | +92+1.3% | Added |
| First PREMIER Bank | 6,915 | $2.64M | 0.80% | +174+2.6% | Added |
| Phillips Financial Management, LLC | 6,912 | $2.64M | 0.27% | +7+0.1% | Added |
| Jackson Hole Capital Partners, LLC | 6,911 | $2.64M | 0.79% | +119+1.8% | Added |
| Fragasso Group Inc. | 6,901 | $2.64M | 0.31% | +22+0.3% | Added |
| Capstone Financial Advisors, Inc. | 6,892 | $2.64M | 0.22% | +180+2.7% | Added |
| Hyperion Partners, LLC | 6,885 | $2.63M | 2.52% | +6,885 | New |
| Delta Investment Management, LLC | 6,884 | $2.63M | 0.85% | −99−1.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,860 | $2.62M | 1.34% | −250−3.5% | Reduced |
| Texas Capital Bancshares Inc | 6,841 | $2.62M | 1.83% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 6,803 | $2.60M | 1.38% | −11,500−62.8% | Reduced |
| Heritage Investment Group, Inc. | 6,760 | $2.58M | 0.82% | −148−2.1% | Reduced |
| Rappaport Reiches Capital Management, LLC | 6,757 | $2.58M | 1.28% | 00.0% | Unchanged |