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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 715,715 | $273.7M | 0.51% | +75,749+11.8% | Added |
| Blair William & Co | 710,900 | $271.9M | 1.18% | −3,070−0.4% | Reduced |
| Circle Wealth Management, LLC | 708,217 | $270.8M | 41.84% | +13,744+2.0% | Added |
| Apexium Financial, LP | 686,812 | $262.7M | 27.25% | −40,762−5.6% | Reduced |
| AMG National Trust Bank | 666,301 | $254.8M | 9.23% | −67,918−9.3% | Reduced |
| Great West Life Assurance Co | 653,938 | $251.5M | 0.66% | −13,802−2.1% | Reduced |
| Hackensack Meridian Health, Inc. | 652,000 | $249.3M | 35.06% | −63,936−8.9% | Reduced |
| Boston Private Wealth LLC | 647,798 | $247.7M | 3.34% | +941+0.1% | Added |
| Sand Hill Global Advisors, LLC | 639,992 | $244.8M | 13.82% | −78,053−10.9% | Reduced |
| Passaic Partners LLC | 619,500 | $236.9M | 49.52% | −6,300−1.0% | Reduced |
| Journey Strategic Wealth LLC | 604,271 | $231.1M | 27.18% | +11,961+2.0% | Added |
| DRW Securities, LLC | 588,348 | $225.0M | 45.78% | +588,348 | New |
| Senator Investment Group LP | 586,000 | $224.1M | 20.16% | +476,000+432.7% | Added |
| Mirabella Financial Services LLP | 585,830 | $224.0M | 20.01% | +94,492+19.2% | Added |
| Deutsche Bank AG | 578,399 | $221.2M | 0.13% | −14,935−2.5% | Reduced |
| MML Investors Services, LLC | 561,679 | $214.8M | 1.41% | +13,339+2.4% | Added |
| Wealthspire Advisors, LLC | 561,409 | $214.7M | 3.91% | −20,061−3.5% | Reduced |
| MAI Capital Management | 556,764 | $212.9M | 3.60% | +1,242+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 552,905 | $211.5M | 0.55% | +76,765+16.1% | Added |
| Baird Financial Group, Inc. | 551,092 | $210.8M | 0.55% | +9,073+1.7% | Added |
| Alaska Permanent Capital Management | 528,120 | $202.0M | 20.76% | +4,559+0.9% | Added |
| Cresset Asset Management, LLC | 587,572 | $199.6M | 2.53% | +98,062+20.0% | Added |
| Gotham Asset Management, LLC | 519,546 | $198.7M | 5.59% | +32,787+6.7% | Added |
| Peavine Capital, LLC | 516,263 | $197.4M | 46.32% | −13,770−2.6% | Reduced |
| Franklin Resources Inc | 515,352 | $197.1M | 0.10% | +2,270+0.4% | Added |
| Captrust Financial Advisors | 509,011 | $194.7M | 0.98% | −47,133−8.5% | Reduced |
| Whittier Trust Co | 497,542 | $190.3M | 3.70% | −2,428−0.5% | Reduced |
| Janney Montgomery Scott LLC | 497,427 | $190.2M | 0.74% | +20,728+4.3% | Added |
| Taiyo Life Insurance Co | 487,000 | $186.2M | 16.41% | 00.0% | Unchanged |
| AE Wealth Management LLC | 486,461 | $186.0M | 1.35% | +98,238+25.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 481,096 | $184.0M | 0.95% | +37,499+8.5% | Added |
| Mercer Global Advisors Inc | 474,863 | $181.6M | 0.91% | +878+0.2% | Added |
| Trustcore Financial Services, LLC | 470,293 | $179.9M | 15.81% | −9,475−2.0% | Reduced |
| Ieq Capital, LLC | 454,116 | $173.7M | 4.86% | +49,681+12.3% | Added |
| Kestra Advisory Services, LLC | 452,190 | $172.9M | 1.54% | +236,199+109.4% | Added |
| Cornerstone Retirement Group, Inc. | 450,863 | $172.4M | 51.67% | −5,145−1.1% | Reduced |
| SG Americas Securities, LLC | 447,758 | $171.2M | 2.52% | −8,979−2.0% | Reduced |
| Jones Financial Companies LLLP | 440,285 | $168.4M | 0.29% | +430.0% | Added |
| GR Financial Group, LLC | 438,834 | $167.8M | 56.32% | +438,834 | New |
| Allstate Corp | 437,600 | $167.4M | 5.09% | −1,126,608−72.0% | Reduced |
| Allstate Investment Management Co | 437,600 | $167.4M | 5.09% | +437,600 | New |
| MetLife Investment Management | 436,900 | $167.1M | 1.27% | +62,830+16.8% | Added |
| InterOcean Capital Group, LLC | 427,370 | $163.4M | 5.98% | +3,667+0.9% | Added |
| Southern Farm Bureau Life Insurance | 427,096 | $163.3M | 26.21% | +32,049+8.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 419,455 | $160.2M | 2.34% | −293,533−41.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 417,013 | $159.5M | 53.03% | −1,437−0.3% | Reduced |
| Pure Financial Advisors, Inc. | 416,242 | $159.2M | 8.22% | +69,560+20.1% | Added |
| Aristotle Capital Management, LLC | 415,525 | $158.9M | 0.34% | +236,028+131.5% | Added |
| NorthRock Partners, LLC | 410,774 | $157.1M | 17.88% | −49,430−10.7% | Reduced |
| Foster Dykema Cabot & Co Inc | 410,502 | $157.0M | 21.99% | +9,340+2.3% | Added |
| Pathstone Family Office, LLC | 487,691 | $156.9M | 3.14% | +32,763+7.2% | Added |
| Pentwater Capital Management LP | 407,750 | $155.9M | 4.89% | +407,600+271,733.3% | Added |
| DT Investment Partners, LLC | 402,075 | $153.8M | 20.18% | +55,454+16.0% | Added |
| Factory Mutual Insurance Co | 400,416 | $153.1M | 2.32% | −252,344−38.7% | Reduced |
| TD Private Client Wealth LLC | 398,149 | $152.3M | 7.19% | −50,143−11.2% | Reduced |
| J.Safra Asset Management Corp | 385,727 | $147.5M | 25.97% | +249,943+184.1% | Added |
| Cetera Advisor Networks LLC | 382,376 | $146.2M | 1.18% | +38,316+11.1% | Added |
| Sumitomo Life Insurance Co | 380,000 | $145.3M | 10.71% | 00.0% | Unchanged |
| Iridian Asset Management LLC | 380,000 | $145.3M | 14.00% | +145,400+62.0% | Added |
| Eagle Capital Management LLC | 376,018 | $143.8M | 0.68% | +319,504+565.4% | Added |
| Pine Ridge Advisers LLC | 374,927 | $143.4M | 38.02% | −55,453−12.9% | Reduced |
| Provida Pension Fund Administrator | 366,980 | $140.7M | 5.68% | +25,860+7.6% | Added |
| Lumina Fund Management LLC | 366,671 | $140.2M | 70.39% | −6,300−1.7% | Reduced |
| Tower Research Capital LLC (TRC) | 362,768 | $138.7M | 5.75% | −278,636−43.4% | Reduced |
| Jordan Park Group LLC | 362,667 | $138.7M | 10.82% | −11,583−3.1% | Reduced |
| Stratos Wealth Partners, LTD. | 362,516 | $138.6M | 3.51% | +56,548+18.5% | Added |
| Tiaa, FSB | 356,838 | $136.5M | 0.54% | −8,419−2.3% | Reduced |
| First Hawaiian Bank | 348,303 | $133.2M | 4.80% | −25,538−6.8% | Reduced |
| Mutual Advisors, LLC | 344,131 | $131.6M | 5.89% | −4,008−1.2% | Reduced |
| Brookstone Capital Management | 334,146 | $129.7M | 2.63% | −66,502−16.6% | Reduced |
| Cetera Advisors LLC | 337,675 | $129.1M | 2.34% | −17,534−4.9% | Reduced |
| Capstone Investment Advisors, LLC | 328,893 | $125.8M | 3.31% | −214,058−39.4% | Reduced |
| Synovus Financial Corp | 327,941 | $125.4M | 1.43% | +15,332+4.9% | Added |
| Retirement Systems of Alabama | 323,624 | $123.8M | 0.54% | +5,370+1.7% | Added |
| Sageworth Trust Co | 320,915 | $122.7M | 9.75% | −12,536−3.8% | Reduced |
| Activest Wealth Management | 319,266 | $122.4M | 36.32% | −4,737−1.5% | Reduced |
| HB Wealth Management, LLC | 320,117 | $122.4M | 2.23% | +18,491+6.1% | Added |
| Perella Weinberg Partners Capital Management LP | 319,877 | $122.3M | 19.77% | +47,790+17.6% | Added |
| Miller Investment Management, LP | 319,659 | $122.2M | 20.83% | −7,430−2.3% | Reduced |
| APCM Wealth Management for Individuals | 317,151 | $121.3M | 21.76% | +35,036+12.4% | Added |
| Neuberger Berman Group LLC | 314,333 | $120.2M | 0.12% | −14,493−4.4% | Reduced |
| Little Harbor Advisors, LLC | 312,831 | $119.6M | 97.29% | −13,170−4.0% | Reduced |
| CIBC World Markets Inc. | 312,795 | $119.6M | 0.47% | +21,144+7.2% | Added |
| Walleye Capital LLC | 303,339 | $116.0M | 2.52% | +255,848+538.7% | Added |
| Huntington National Bank | – | $114.6M | 1.19% | – | – |
| Connable Office Inc | 297,209 | $113.7M | 16.28% | +10,037+3.5% | Added |
| Keybank National Association | 296,641 | $113.4M | 0.56% | +1,115+0.4% | Added |
| Jacobi Capital Management LLC | 296,359 | $113.3M | 14.17% | +5,473+1.9% | Added |
| Cullinan Associates Inc | 294,204 | $112.5M | 6.23% | +250,379+571.3% | Added |
| FineMark National Bank & Trust | 292,289 | $111.8M | 5.03% | +965+0.3% | Added |
| Davis R M Inc | 291,641 | $111.5M | 3.01% | +47,402+19.4% | Added |
| Geller Advisors LLC | 289,202 | $111.1M | 18.80% | +15,835+5.8% | Added |
| Whittier Trust Co of Nevada Inc | 281,514 | $107.7M | 4.25% | +14,925+5.6% | Added |
| JMG Financial Group, Ltd. | 281,444 | $107.6M | 5.91% | +3,027+1.1% | Added |
| Hollencrest Capital Management | 281,406 | $107.6M | 13.30% | −42,758−13.2% | Reduced |
| Comerica Bank | 266,949 | $106.2M | 0.83% | +33,410+14.3% | Added |
| Qube Research & Technologies Ltd | 277,516 | $106.1M | 0.64% | +192,294+225.6% | Added |
| Pinnacle Financial Partners Inc | 268,901 | $102.8M | 2.97% | +50,993+23.4% | Added |
| Gould Asset Management LLC | 267,296 | $102.2M | 30.74% | −8,056−2.9% | Reduced |
| New England Asset Management Inc | 264,744 | $101.2M | 1.86% | +22,160+9.1% | Added |