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 |
|---|---|---|---|---|---|
| Upper Left Wealth Management, LLC | 6,748 | $2.58M | 3.05% | −42,836−86.4% | Reduced |
| Madison Wealth Management | 6,725 | $2.57M | 0.59% | −130−1.9% | Reduced |
| Peak Planning Group, LLC | 6,720 | $2.57M | 2.26% | −634−8.6% | Reduced |
| ForthRight Wealth Management, LLC | 6,720 | $2.57M | 1.31% | +5,354+391.9% | Added |
| Rossmore Private Capital | 6,717 | $2.57M | 0.41% | −10−0.1% | Reduced |
| Kelman-Lazarov, Inc. | 6,693 | $2.56M | 0.72% | −124−1.8% | Reduced |
| Plancorp, LLC | 6,684 | $2.56M | 0.15% | −493−6.9% | Reduced |
| Asset Management Corp | 6,677 | $2.55M | 2.14% | −289−4.1% | Reduced |
| Pioneer Trust Bank N A | 6,669 | $2.55M | 0.77% | +40+0.6% | Added |
| Vestmark Advisory Solutions, Inc. | 6,646 | $2.54M | 0.12% | +4,727+246.3% | Added |
| Retirement Group, LLC | 6,621 | $2.53M | 1.23% | +9+0.1% | Added |
| Connecticut Wealth Management, LLC | 6,587 | $2.52M | 0.21% | +110+1.7% | Added |
| Boenning & Scattergood, Inc. | 5,576 | $2.52M | 0.40% | +697+14.3% | Added |
| Howard Wealth Management, LLC | 6,579 | $2.52M | 2.06% | +237+3.7% | Added |
| Colonial Trust Co | 6,563 | $2.51M | 0.69% | +181+2.8% | Added |
| Bank Ozk | 6,536 | $2.50M | 1.24% | −89−1.3% | Reduced |
| TCI Wealth Advisors, Inc. | 6,531 | $2.50M | 0.35% | −357−5.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 6,506 | $2.49M | 1.70% | +2,154+49.5% | Added |
| Sandy Cove Advisors, LLC | 6,505 | $2.49M | 2.00% | +660+11.3% | Added |
| Private Capital Management, LLC | 6,500 | $2.49M | 0.34% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 6,499 | $2.49M | 0.27% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 6,491 | $2.48M | 1.04% | +19+0.3% | Added |
| Cape Cod Five Cents Savings Bank | 6,490 | $2.48M | 0.28% | −123−1.9% | Reduced |
| Sage Mountain Advisors LLC | 6,483 | $2.48M | 0.56% | +6,483 | New |
| Silvant Capital Management LLC | 6,445 | $2.48M | 0.18% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 6,474 | $2.48M | 0.68% | −89−1.4% | Reduced |
| Carlson Capital Management | 6,461 | $2.47M | 0.18% | −17−0.3% | Reduced |
| SOL Capital Management CO | 6,459 | $2.47M | 0.44% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 6,457 | $2.47M | 1.61% | +6,457 | New |
| American State Bank (Iowa) | 6,450 | $2.47M | 1.90% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 6,898 | $2.46M | 0.89% | −222−3.1% | Reduced |
| Baker Ellis Asset Management LLC | 6,391 | $2.44M | 0.47% | +920+16.8% | Added |
| Trilogy Capital Inc. | 6,384 | $2.44M | 0.17% | +4,546+247.3% | Added |
| Ulrich Consultants & Investment Group, LLC | 6,376 | $2.44M | 5.46% | +479+8.1% | Added |
| Selective Wealth Management, Inc. | 6,159 | $2.44M | 1.29% | +795+14.8% | Added |
| BCM Advisors, LLC | 6,227 | $2.44M | 0.67% | +29+0.5% | Added |
| Aldebaran Financial Inc. | 6,372 | $2.44M | 2.71% | −80−1.2% | Reduced |
| Highland Capital Management, LLC | 6,368 | $2.44M | 0.17% | −16−0.3% | Reduced |
| FDx Advisors, Inc. | 6,353 | $2.43M | 0.11% | +1,525+31.6% | Added |
| DDD Partners, LLC | 6,349 | $2.43M | 0.39% | +641+11.2% | Added |
| Catalyst Private Wealth, LLC | 6,347 | $2.43M | 1.97% | +886+16.2% | Added |
| East Coast Asset Management, LLC. | 6,341 | $2.42M | 1.23% | 00.0% | Unchanged |
| Park National Corp | 6,330 | $2.42M | 0.11% | +6,330 | New |
| Sterling Financial Group, Inc. | 6,328 | $2.42M | 1.86% | +6,328 | New |
| Zevenbergen Capital Investments LLC | 6,319 | $2.42M | 0.08% | +2,353+59.3% | Added |
| Capital Asset Advisory Services LLC | 6,300 | $2.41M | 0.19% | −10−0.2% | Reduced |
| Welch Group, LLC | 6,293 | $2.41M | 0.14% | +6,293 | New |
| Mason Investment Advisory Services, Inc. | 6,282 | $2.40M | 0.24% | +72+1.2% | Added |
| Sterling Investment Counsel, LLC | 6,280 | $2.40M | 1.48% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 6,271 | $2.40M | 0.46% | +800+14.6% | Added |
| Abacus Planning Group, Inc. | 6,264 | $2.40M | 0.66% | −441−6.6% | Reduced |
| PVG Asset Management Corp | 6,249 | $2.39M | 10.56% | +6,249 | New |
| Forbes Financial Planning, Inc. | 6,677 | $2.38M | 3.47% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 6,229 | $2.38M | 0.61% | −83−1.3% | Reduced |
| USAdvisors Wealth Management, LLC | 6,227 | $2.38M | 1.15% | +610+10.9% | Added |
| Center for Financial Planning, Inc. | 6,224 | $2.38M | 0.58% | −5,454−46.7% | Reduced |
| Cohen Lawrence B | 6,222 | $2.38M | 1.24% | +302+5.1% | Added |
| Forza Wealth Management, LLC | 6,216 | $2.38M | 1.58% | +6,216 | New |
| Oribel Capital Management, LP | 6,200 | $2.37M | 0.55% | +4,050+188.4% | Added |
| Dorsey Wright & Associates | 6,189 | $2.37M | 0.69% | +6,189 | New |
| Armstrong Henry H Associates Inc | 6,184 | $2.36M | 0.29% | +4,353+237.7% | Added |
| Vantage Investment Partners, LLC | 6,182 | $2.36M | 0.37% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 6,176 | $2.36M | 0.14% | −101−1.6% | Reduced |
| Centiva Capital, LP | 6,175 | $2.36M | 0.20% | +6,175 | New |
| Everett Harris & Co | 6,170 | $2.36M | 0.04% | −1,740−22.0% | Reduced |
| Eagle Global Advisors LLC | 6,163 | $2.36M | 0.16% | +1,508+32.4% | Added |
| Sonora Investment Management Group, LLC | 6,152 | $2.35M | 0.21% | +2,040+49.6% | Added |
| Highlander Partners, L.P. | 6,144 | $2.35M | 3.18% | +2,000+48.3% | Added |
| Denver Wealth Management, Inc. | 6,140 | $2.35M | 1.75% | +217+3.7% | Added |
| Heritage Wealth Management, LLC | 6,138 | $2.35M | 0.34% | +3,236+111.5% | Added |
| Formidable Asset Management, LLC | 6,134 | $2.35M | 0.53% | +11+0.2% | Added |
| Tompkins Financial Corp | 6,117 | $2.34M | 0.37% | +34+0.6% | Added |
| Gilbert & Cook, Inc. | 6,108 | $2.34M | 0.42% | −39−0.6% | Reduced |
| Index Fund Advisors, Inc. | 6,094 | $2.33M | 0.16% | +199+3.4% | Added |
| WealthPlan Investment Management, LLC | 5,632 | $2.33M | 0.16% | −501−8.2% | Reduced |
| WealthPLAN Partners, LLC | 5,632 | $2.32M | 0.16% | +5,632 | New |
| Rede Wealth, LLC | 6,063 | $2.32M | 1.25% | −845−12.2% | Reduced |
| ProVise Management Group, LLC | 6,051 | $2.31M | 0.23% | −708−10.5% | Reduced |
| Signet Financial Management, LLC | 6,032 | $2.31M | 0.41% | −130−2.1% | Reduced |
| Fagan Associates, Inc. | 6,031 | $2.31M | 0.61% | −79−1.3% | Reduced |
| Invst, LLC | 5,674 | $2.31M | 0.36% | −6,818−54.6% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 6,028 | $2.31M | 3.16% | +1,154+23.7% | Added |
| Lionsbridge Wealth Management LLC | 6,004 | $2.30M | 2.24% | +6,004 | New |
| Moelis Asset Management LP | 6,000 | $2.29M | 100.00% | +6,000 | New |
| Burney Co | 5,997 | $2.29M | 0.12% | −97−1.6% | Reduced |
| North Star Asset Management Inc | 5,993 | $2.29M | 0.14% | +67+1.1% | Added |
| Financial Perspectives, Inc | 5,993 | $2.29M | 1.17% | +73+1.2% | Added |
| Clear Perspectives Financial Planning, LLC | 5,985 | $2.29M | 1.22% | −167−2.7% | Reduced |
| Blankinship & Foster, LLC | 5,957 | $2.28M | 0.99% | +4+0.1% | Added |
| Fairhaven Wealth Management, LLC | 5,956 | $2.28M | 0.97% | +44+0.7% | Added |
| W Advisors, LLC | 5,954 | $2.28M | 1.90% | +10.0% | Added |
| EPIQ Capital Group, LLC | 5,925 | $2.28M | 1.29% | +1,132+23.6% | Added |
| BlueCrest Capital Management Ltd | 5,950 | $2.28M | 0.28% | −79,864−93.1% | Reduced |
| Beacon Financial Advisory LLC | 5,948 | $2.27M | 1.63% | −775−11.5% | Reduced |
| Litman Gregory Asset Management LLC | 5,942 | $2.27M | 0.32% | −73−1.2% | Reduced |
| Willis Johnson & Associates, Inc. | 5,940 | $2.27M | 0.30% | −393−6.2% | Reduced |
| Tennessee Valley Asset Management Partners | 5,935 | $2.27M | 0.79% | −549−8.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,923 | $2.27M | 0.23% | +40+0.7% | Added |
| Smith Chas P & Associates Pa Cpas | 5,921 | $2.27M | 0.16% | +476+8.7% | Added |
| Price T Rowe Associates Inc | 5,911 | $2.26M | 0.00% | +503+9.3% | Added |