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 |
|---|---|---|---|---|---|
| Erickson Financial Group, LLC | 5,063 | $1.94M | 2.10% | +792+18.5% | Added |
| Lifeworks Advisors, LLC | 101,720 | $1.94M | 1.09% | +97,827+2,512.9% | Added |
| Summit Place Financial Advisors, LLC | 5,059 | $1.93M | 1.59% | 00.0% | Unchanged |
| Ironwood Financial, llc | 5,057 | $1.93M | 0.60% | +538+11.9% | Added |
| MV Capital Management, Inc. | 5,053 | $1.93M | 0.30% | +1,781+54.4% | Added |
| Financial Network Wealth Management LLC | 5,051 | $1.93M | 1.04% | −31−0.6% | Reduced |
| Watershed Private Wealth LLC | 5,049 | $1.93M | 1.47% | +5,049 | New |
| Peterson Wealth Services | 5,041 | $1.93M | 1.10% | +3,387+204.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 5,041 | $1.93M | 0.65% | +240+5.0% | Added |
| Anchor Investment Management, LLC | 5,035 | $1.93M | 0.28% | +89+1.8% | Added |
| Pavion Blue Capital, LLC | 5,032 | $1.92M | 1.23% | +30+0.6% | Added |
| Duncker Streett & Co Inc | 5,004 | $1.91M | 0.46% | −180−3.5% | Reduced |
| TIG Advisors, LLC | 5,000 | $1.91M | 0.13% | −26,213−84.0% | Reduced |
| Intrepid Family Office LLC | 5,000 | $1.91M | 4.95% | +5,000 | New |
| One68 Global Capital, LLC | 5,000 | $1.91M | 6.05% | +5,000 | New |
| Silver Oak Securities, Inc | 4,987 | $1.91M | 0.36% | −205−3.9% | Reduced |
| Picton Mahoney Asset Management | 4,980 | $1.91M | 0.10% | +100+2.0% | Added |
| James Investment Research Inc | 4,978 | $1.90M | 0.27% | +296+6.3% | Added |
| HCR Wealth Advisors | 4,937 | $1.90M | 0.40% | +36+0.7% | Added |
| Sunesis Advisors, LLC | 4,948 | $1.89M | 1.21% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 4,946 | $1.89M | 1.06% | −170−3.3% | Reduced |
| Marshall & Sullivan Inc | 4,937 | $1.89M | 1.18% | −136−2.7% | Reduced |
| Gemmer Asset Management LLC | 4,930 | $1.89M | 0.30% | −98−1.9% | Reduced |
| BHK Investment Advisors, LLC | 4,928 | $1.88M | 1.06% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 4,914 | $1.88M | 0.62% | +4,914 | New |
| Cornerstone Advisory, LLC | 4,912 | $1.88M | 0.37% | +486+11.0% | Added |
| AlphaQ Advisors LLC | 4,906 | $1.88M | 1.63% | +4,906 | New |
| Triton Wealth Management, PLLC | 4,736 | $1.88M | 1.14% | +116+2.5% | Added |
| Cooper/Haims Advisors, LLC | 4,900 | $1.87M | 1.33% | −38−0.8% | Reduced |
| Joseph P. Lucia & Associates, LLC | 4,896 | $1.87M | 1.40% | −32−0.6% | Reduced |
| Beck Bode, LLC | 4,892 | $1.87M | 0.42% | +4,892 | New |
| ML & R Wealth Management LLC | 4,887 | $1.87M | 0.56% | −76−1.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,859 | $1.86M | 0.62% | +97+2.0% | Added |
| Private Wealth Group, LLC | 4,852 | $1.86M | 2.63% | +1,344+38.3% | Added |
| BCR Wealth Strategies, LLC | 4,853 | $1.85M | 1.60% | 00.0% | Unchanged |
| Congress Park Capital LLC | 4,847 | $1.85M | 1.18% | +1,450+42.7% | Added |
| Inspirion Wealth Advisors, LLC | 4,846 | $1.85M | 0.39% | −250−4.9% | Reduced |
| Peninsula Asset Management Inc | 4,844 | $1.85M | 1.14% | +1,037+27.2% | Added |
| Hardy Reed LLC | 4,841 | $1.85M | 0.35% | 00.0% | Unchanged |
| Consolidated Planning Corp | 4,836 | $1.85M | 0.51% | −13,050−73.0% | Reduced |
| Toroso Investments, LLC | 4,835 | $1.85M | 0.07% | −57−1.2% | Reduced |
| Wealthquest Corp | 4,832 | $1.85M | 0.24% | +31+0.6% | Added |
| Innova Wealth Partners | 4,828 | $1.85M | 1.63% | +2,090+76.3% | Added |
| Augustine Asset Management Inc | 4,822 | $1.84M | 1.02% | +4,822 | New |
| Desjardins Global Asset Management Inc. | 4,807 | $1.84M | 0.29% | −321−6.3% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 4,801 | $1.84M | 2.56% | −233−4.6% | Reduced |
| Searle & Co. | 4,800 | $1.84M | 0.63% | +500+11.6% | Added |
| Capital Research Global Investors | 4,787 | $1.84M | 0.00% | +2,424+102.6% | Added |
| Roffman Miller Associates Inc | 4,796 | $1.83M | 0.15% | +586+13.9% | Added |
| Noked Israel Ltd | 4,794 | $1.83M | 0.70% | −1,615−25.2% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 4,761 | $1.82M | 0.11% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4,747 | $1.82M | 0.34% | −30,741−86.6% | Reduced |
| Northstar Advisory Group, LLC | 4,715 | $1.80M | 1.43% | +3,087+189.6% | Added |
| Asset Allocation Strategies LLC | 4,713 | $1.80M | 1.22% | +4,713 | New |
| Modus Advisors, LLC | 4,712 | $1.80M | 0.87% | −7,784−62.3% | Reduced |
| Horizon Investment Services, LLC | 4,699 | $1.80M | 1.30% | −26−0.6% | Reduced |
| Geometric Wealth Advisors | 4,694 | $1.80M | 0.73% | +1,962+71.8% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 4,683 | $1.79M | 0.44% | +4,683 | New |
| Capital City Trust Co | 4,679 | $1.79M | 0.59% | −228−4.6% | Reduced |
| Bull Street Advisors, LLC | 4,672 | $1.79M | 0.93% | 00.0% | Unchanged |
| Southern Wealth Management, LLP | 4,667 | $1.78M | 0.72% | −46−1.0% | Reduced |
| SeaBridge Investment Advisors LLC | 4,655 | $1.78M | 0.63% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 4,649 | $1.78M | 1.52% | +164+3.7% | Added |
| Spring Capital Management, LLC | 4,646 | $1.78M | 1.53% | +858+22.7% | Added |
| Moss Adams Wealth Advisors LLC | 4,622 | $1.78M | 0.89% | +4,622 | New |
| Facet Wealth, Inc. | 4,352 | $1.78M | 0.11% | +1,325+43.8% | Added |
| Sompo Asset Management Co., Ltd. | 4,640 | $1.77M | 0.41% | +2,940+172.9% | Added |
| Northside Capital Management, LLC | 4,636 | $1.77M | 0.53% | +816+21.4% | Added |
| Polaris Wealth Advisory Group, LLC | 4,479 | $1.77M | 0.13% | −32−0.7% | Reduced |
| Country Trust Bank | 4,631 | $1.77M | 0.05% | +100+2.2% | Added |
| Abacus Wealth Partners, LLC | 4,627 | $1.77M | 0.63% | −295−6.0% | Reduced |
| Atlas Brown,Inc. | 4,606 | $1.76M | 0.87% | +526+12.9% | Added |
| AlphaStar Capital Management, LLC | 4,590 | $1.76M | 0.18% | +1,022+28.6% | Added |
| Cahaba Wealth Management, Inc. | 4,584 | $1.75M | 0.22% | +596+14.9% | Added |
| Evensky & Katz LLC | 4,581 | $1.75M | 0.16% | +9+0.2% | Added |
| Barber Financial Group, Inc. | 4,581 | $1.75M | 0.49% | +4,581 | New |
| CCG Wealth Management, LLC | 4,560 | $1.74M | 0.97% | −913−16.7% | Reduced |
| Red Lighthouse Investment Management, LLC | 4,554 | $1.74M | 0.88% | +4,554 | New |
| Weaver Consulting Group | 4,554 | $1.74M | 0.89% | −14−0.3% | Reduced |
| White Lighthouse Investment Management Inc. | 4,546 | $1.74M | 0.47% | −244−5.1% | Reduced |
| Legacy Private Trust Co. | 4,534 | $1.73M | 0.16% | −201−4.2% | Reduced |
| Sharkey, Howes & Javer | 4,528 | $1.73M | 0.40% | +63+1.4% | Added |
| Cutter & CO Brokerage, Inc. | 4,518 | $1.73M | 0.58% | −122−2.6% | Reduced |
| Barrett & Company, Inc. | 4,511 | $1.73M | 1.14% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 4,511 | $1.73M | 0.68% | +4,511 | New |
| Parkside Financial Bank & Trust | 4,502 | $1.72M | 0.50% | −87−1.9% | Reduced |
| Claret Asset Management Corp | 4,494 | $1.72M | 0.38% | +59+1.3% | Added |
| Team Hewins, LLC | 4,469 | $1.72M | 0.93% | +4,469 | New |
| Stillwater Investment Management, LLC | 4,489 | $1.72M | 0.49% | −19−0.4% | Reduced |
| Warner Financial, Inc | 4,479 | $1.71M | 1.31% | +14+0.3% | Added |
| Beese Fulmer Investment Management, Inc. | 4,467 | $1.71M | 0.21% | +21+0.5% | Added |
| Coyle Financial Counsel LLC | 4,465 | $1.71M | 0.82% | −84−1.8% | Reduced |
| Arlington Partners LLC | 4,456 | $1.70M | 0.27% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 4,449 | $1.70M | 0.24% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 4,447 | $1.70M | 2.50% | +4,447 | New |
| Audent Global Asset Management, LLC | 4,435 | $1.70M | 3.74% | −1,109−20.0% | Reduced |
| GW Henssler & Associates Ltd | 4,431 | $1.69M | 0.12% | +1,177+36.2% | Added |
| Clarus Group, Inc. | 4,424 | $1.69M | 1.49% | +1,751+65.5% | Added |
| Lee Danner & Bass Inc | 4,402 | $1.68M | 0.16% | −383−8.0% | Reduced |
| Bangor Savings Bank | 4,400 | $1.68M | 0.20% | +137+3.2% | Added |