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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Omega Financial Group, LLC | 5,905 | $2.26M | 1.16% | −2,566−30.3% | Reduced |
| Insight Advisors, LLC | 5,927 | $2.26M | 0.79% | −176−2.9% | Reduced |
| Omnia Family Wealth, LLC | 5,873 | $2.26M | 1.83% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 5,892 | $2.25M | 0.41% | +2,207+59.9% | Added |
| LaFleur & Godfrey LLC | 5,874 | $2.25M | 0.37% | +262+4.7% | Added |
| Tillman Hartley LLC | 5,851 | $2.24M | 0.96% | +5,851 | New |
| Kalos Management, Inc. | 5,844 | $2.23M | 5.04% | −1,072−15.5% | Reduced |
| Truadvice, LLC | 5,617 | $2.23M | 1.18% | +509+10.0% | Added |
| Raab & Moskowitz Asset Management LLC | 5,838 | $2.23M | 0.85% | −137−2.3% | Reduced |
| Wealth Management Partners, LLC | 6,000 | $2.23M | 1.86% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 5,826 | $2.23M | 0.20% | +10.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,820 | $2.23M | 0.63% | +2,025+53.4% | Added |
| Beaumont Financial Advisors, LLC | 5,820 | $2.23M | 0.22% | +5,820 | New |
| City Holding Co | 5,819 | $2.23M | 0.42% | −44−0.8% | Reduced |
| Martel Wealth Advisors Inc | 5,792 | $2.22M | 0.60% | +642+12.5% | Added |
| Matrix Private Capital Group LLC | 5,748 | $2.21M | 1.44% | −5−0.1% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,773 | $2.21M | 0.34% | +66+1.2% | Added |
| WNY Asset Management, LLC | 5,768 | $2.21M | 0.60% | +200+3.6% | Added |
| David Loasby | 5,567 | $2.20M | 0.29% | +3,615+185.2% | Added |
| AlphaCore Capital LLC | 5,758 | $2.20M | 0.85% | +427+8.0% | Added |
| Oak Harbor Wealth Partners, LLC | 5,755 | $2.20M | 0.84% | −92−1.6% | Reduced |
| Libra Wealth LLC | 5,734 | $2.19M | 1.77% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 5,730 | $2.19M | 0.14% | −160−2.7% | Reduced |
| Selway Asset Management | 5,729 | $2.19M | 1.16% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 5,728 | $2.19M | 1.42% | −1,872−24.6% | Reduced |
| NVWM, LLC | 5,699 | $2.19M | 0.80% | +514+9.9% | Added |
| Toth Financial Advisory Corp | 5,712 | $2.18M | 0.35% | +480+9.2% | Added |
| FinTrust Capital Advisors, LLC | 5,695 | $2.18M | 0.53% | +3,410+149.2% | Added |
| Mitchell Sinkler & Starr | 5,655 | $2.16M | 0.70% | +1,240+28.1% | Added |
| Ironwood Wealth Management, LLC. | 5,652 | $2.16M | 0.90% | +1,035+22.4% | Added |
| TNF LLC | 5,268 | $2.16M | 0.98% | −6−0.1% | Reduced |
| Financial Advisors Network, Inc. | 5,636 | $2.16M | 0.57% | +531+10.4% | Added |
| EverSource Wealth Advisors, LLC | 5,636 | $2.16M | 0.33% | +3,038+116.9% | Added |
| BEAM Asset Management, LLC | 5,633 | $2.15M | 2.25% | −457−7.5% | Reduced |
| Visionary Wealth Advisors | 5,624 | $2.15M | 0.20% | +351+6.7% | Added |
| Verus Financial Partners, Inc. | 5,290 | $2.15M | 0.30% | −248−4.5% | Reduced |
| Marshall Financial Group LLC | 5,600 | $2.14M | 0.83% | +3,583+177.6% | Added |
| Sittner & Nelson, LLC | 5,600 | $2.14M | 1.31% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 5,594 | $2.14M | 0.83% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 5,589 | $2.14M | 0.88% | +160+2.9% | Added |
| Farmers National Bank | 5,567 | $2.13M | 0.76% | +2,766+98.8% | Added |
| Financial Advisory Corp | 5,556 | $2.13M | 1.06% | −359−6.1% | Reduced |
| High Net Worth Advisory Group LLC | 5,541 | $2.12M | 0.82% | +94+1.7% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 5,537 | $2.12M | 0.48% | −192−3.4% | Reduced |
| Concentric Capital Strategies, LP | 5,505 | $2.11M | 1.05% | +4,658+549.9% | Added |
| Granite Point Capital Management, L.P. | 5,500 | $2.10M | 2.54% | 00.0% | Unchanged |
| EHP Funds Inc. | 5,500 | $2.10M | 0.44% | +2,900+111.5% | Added |
| L.M. Kohn & Company | 5,477 | $2.09M | 0.98% | +10.0% | Added |
| Empirical Asset Management, LLC | 5,497 | $2.09M | 2.20% | +1,893+52.5% | Added |
| Towerpoint Wealth, LLC | 5,463 | $2.09M | 1.21% | +53+1.0% | Added |
| Trinity Legacy Partners, LLC | 5,451 | $2.08M | 0.83% | −2,921−34.9% | Reduced |
| Middleton & Co Inc | 5,449 | $2.08M | 0.31% | −155−2.8% | Reduced |
| Essex Savings Bank | 5,440 | $2.08M | 0.73% | +295+5.7% | Added |
| Marquette Asset Management, LLC | 5,436 | $2.08M | 0.61% | −3,427−38.7% | Reduced |
| LJI Wealth Management, LLC | 5,434 | $2.08M | 0.73% | +5,434 | New |
| Raleigh Capital Management Inc. | 5,430 | $2.08M | 1.08% | +2,413+80.0% | Added |
| SOA Wealth Advisors, LLC. | 5,428 | $2.08M | 0.56% | −216−3.8% | Reduced |
| Mirador Capital Partners LP | 5,427 | $2.08M | 0.49% | +3,960+269.9% | Added |
| Northern Oak Wealth Management Inc | 5,427 | $2.08M | 0.30% | −14−0.3% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 5,420 | $2.07M | 1.59% | +5,420 | New |
| Harvest Investment Services, LLC | 5,401 | $2.07M | 2.21% | +1,349+33.3% | Added |
| Douglass Winthrop Advisors, LLC | 5,399 | $2.06M | 0.06% | +1,794+49.8% | Added |
| Sky Investment Group LLC | 5,388 | $2.06M | 0.49% | +174+3.3% | Added |
| Harbour Capital Advisors, LLC | 5,379 | $2.05M | 0.69% | −400−6.9% | Reduced |
| Mosaic Family Wealth Partners, LLC | 5,345 | $2.04M | 0.58% | +5,345 | New |
| Jaffetilchin Investment Partners, LLC | 5,325 | $2.04M | 0.25% | −1,822−25.5% | Reduced |
| Means Investment Co., Inc. | 5,312 | $2.03M | 0.41% | −597−10.1% | Reduced |
| Cadinha & Co LLC | 5,298 | $2.03M | 0.45% | −899−14.5% | Reduced |
| Baystate Wealth Management LLC | 5,279 | $2.02M | 0.18% | +1,421+36.8% | Added |
| Parsons Capital Management Inc | 5,270 | $2.02M | 0.17% | +56+1.1% | Added |
| Asset Management Group, Inc. | 5,269 | $2.01M | 0.47% | −4−0.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 5,259 | $2.01M | 1.96% | +6+0.1% | Added |
| Ironwood Investment Counsel, LLC | 5,258 | $2.01M | 0.49% | +1,846+54.1% | Added |
| Summit Financial Wealth Advisors, LLC | 5,257 | $2.01M | 0.49% | −986−15.8% | Reduced |
| Revolve Wealth Partners, LLC | 5,252 | $2.01M | 0.57% | −336−6.0% | Reduced |
| Atwood & Palmer Inc | 5,242 | $2.00M | 0.18% | +1,380+35.7% | Added |
| Trail Ridge Investment Advisors, LLC | 5,238 | $2.00M | 1.38% | −5−0.1% | Reduced |
| Trillium Asset Management, LLC | 5,236 | $2.00M | 0.06% | +334+6.8% | Added |
| Eldridge Investment Advisors, Inc. | 5,235 | $2.00M | 0.70% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 5,234 | $2.00M | 0.25% | −735−12.3% | Reduced |
| Gainplan LLC | 5,202 | $1.99M | 4.75% | −74,742−93.5% | Reduced |
| Baldwin Brothers Inc | 5,200 | $1.99M | 0.18% | +189+3.8% | Added |
| Disciplined Investments, LLC | 5,193 | $1.99M | 0.97% | −24−0.5% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 5,179 | $1.98M | 0.43% | −248−4.6% | Reduced |
| Wealth Advisors, Inc. | 5,165 | $1.98M | 1.05% | +155+3.1% | Added |
| InTrack Investment Management Inc | 5,162 | $1.97M | 1.98% | −18−0.3% | Reduced |
| Mathes Company, Inc. | 5,163 | $1.97M | 1.00% | +100+2.0% | Added |
| Rice Partnership, LLC | 5,156 | $1.97M | 0.62% | +41+0.8% | Added |
| TMD Wealth Management, LLC | 5,140 | $1.97M | 0.87% | +2,584+101.1% | Added |
| Advanced Asset Management Advisors Inc | 5,137 | $1.96M | 0.49% | −183−3.4% | Reduced |
| Key Square Capital Management LLC | 5,124 | $1.96M | 1.95% | +5,124 | New |
| Andesa Financial Management Inc. | 5,112 | $1.95M | 1.07% | +4,530+778.4% | Added |
| Summit Financial Strategies, Inc. | 5,106 | $1.95M | 0.42% | +180+3.7% | Added |
| Marks Group Wealth Management, Inc | 5,099 | $1.95M | 0.27% | −39−0.8% | Reduced |
| Leeward Financial Partners, LLC | 5,099 | $1.95M | 1.35% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 5,096 | $1.95M | 1.29% | −40−0.8% | Reduced |
| LaSalle St. Investment Advisors, LLC | 5,093 | $1.95M | 0.92% | +5,093 | New |
| Epiq Partners, LLC | 5,089 | $1.95M | 1.30% | +50+1.0% | Added |
| Noesis Capital Mangement Corp | 5,082 | $1.94M | 0.55% | +11+0.2% | Added |
| Home Federal Bank of Tennessee | 5,069 | $1.94M | 0.74% | 00.0% | Unchanged |