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 |
|---|---|---|---|---|---|
| Affinity Wealth Management LLC | 4,399 | $1.68M | 0.40% | −54−1.2% | Reduced |
| Grandfield & Dodd, LLC | 4,393 | $1.68M | 0.12% | −87−1.9% | Reduced |
| Winch Advisory Services, LLC | 4,378 | $1.67M | 0.71% | −279−6.0% | Reduced |
| Valley National Advisers Inc | 4,232 | $1.67M | 0.30% | −139−3.2% | Reduced |
| Octavia Wealth Advisors, LLC | 4,335 | $1.67M | 0.41% | +305+7.6% | Added |
| Oxinas Partners Wealth Management LLC | 4,353 | $1.66M | 1.41% | −645−12.9% | Reduced |
| Wedgewood Investors Inc | 4,336 | $1.66M | 2.18% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 4,297 | $1.64M | 1.34% | −384−8.2% | Reduced |
| Juncture Wealth Strategies, LLC | 4,291 | $1.64M | 0.78% | −4,038−48.5% | Reduced |
| Austin Private Wealth, LLC | 4,289 | $1.64M | 0.29% | +2,286+114.1% | Added |
| Capital Directions Investment Advisors, LLC | 4,283 | $1.64M | 0.61% | +4,283 | Added |
| Hanson & Doremus Investment Management | 4,281 | $1.64M | 0.35% | +976+29.5% | Added |
| KFA Private Wealth Group, LLC | 4,269 | $1.63M | 0.83% | −274−6.0% | Reduced |
| Pictet North America Advisors SA | 4,267 | $1.63M | 0.28% | +841+24.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,265 | $1.63M | 1.12% | −345−7.5% | Reduced |
| Capital Analysts, LLC | 4,260 | $1.63M | 0.10% | +649+18.0% | Added |
| Bennett Selby Investments LP | 4,253 | $1.63M | 1.22% | +232+5.8% | Added |
| Girard Partners Ltd. | 4,238 | $1.62M | 0.18% | 00.0% | Unchanged |
| MA Private Wealth | 4,238 | $1.62M | 0.39% | +971+29.7% | Added |
| Aviance Capital Partners, LLC | 4,230 | $1.62M | 0.38% | +414+10.8% | Added |
| Tufton Capital Management | 4,229 | $1.62M | 0.36% | −91−2.1% | Reduced |
| Ascent Wealth Partners, LLC | 4,228 | $1.62M | 0.35% | −26,244−86.1% | Reduced |
| Brand Asset Management Group, Inc. | 4,217 | $1.61M | 0.82% | +92+2.2% | Added |
| Cubist Systematic Strategies, LLC | 4,210 | $1.61M | 0.01% | +4,210 | New |
| Princeton Global Asset Management LLC | 4,209 | $1.61M | 0.52% | +3,672+683.8% | Added |
| Providence First Trust Co | 4,208 | $1.61M | 0.94% | +71+1.7% | Added |
| Wunderlich Capital Managemnt | 4,205 | $1.61M | 0.90% | +144+3.5% | Added |
| Silicon Hills Wealth Management, LLC | 4,204 | $1.61M | 1.19% | −557−11.7% | Reduced |
| Roberts Wealth Advisors, LLC | 4,220 | $1.61M | 0.78% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 4,049 | $1.60M | 0.37% | −4−0.1% | Reduced |
| Woodmont Investment Counsel LLC | 4,183 | $1.60M | 0.18% | +585+16.3% | Added |
| Olistico Wealth, LLC | 4,178 | $1.60M | 1.73% | +4,178 | New |
| JSF Financial, LLC | 4,174 | $1.60M | 0.60% | −271−6.1% | Reduced |
| Nottingham Advisors, Inc. | 4,169 | $1.59M | 0.22% | +110+2.7% | Added |
| Morton Capital Management LLC | 4,150 | $1.59M | 0.62% | −220−5.0% | Reduced |
| Intelligence Driven Advisers, LLC | 4,088 | $1.59M | 0.29% | −5,143−55.7% | Reduced |
| Wambolt & Associates, LLC | 4,145 | $1.59M | 0.61% | +198+5.0% | Added |
| Horan Capital Advisors, LLC. | 4,141 | $1.58M | 0.69% | +12+0.3% | Added |
| Hall Laurie J Trustee | 4,135 | $1.58M | 0.71% | +211+5.4% | Added |
| City State Bank | 4,133 | $1.58M | 0.97% | −155−3.6% | Reduced |
| First Personal Financial Services | 4,128 | $1.58M | 0.43% | +283+7.4% | Added |
| Philadelphia Trust Co | 4,127 | $1.58M | 0.17% | +1,152+38.7% | Added |
| Ford Financial Group, LLC | 4,102 | $1.57M | 0.62% | +658+19.1% | Added |
| Oxbow Advisors, LLC | 4,102 | $1.57M | 0.30% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 4,097 | $1.57M | 1.34% | +4,097 | New |
| Herbst Group, LLC | 4,063 | $1.55M | 1.26% | −3−0.1% | Reduced |
| Davidson Investment Advisors | 4,051 | $1.55M | 0.12% | +2,056+103.1% | Added |
| Clarkston Capital Partners, LLC | 4,040 | $1.55M | 0.03% | −2,999−42.6% | Reduced |
| Quantum Private Wealth, LLC | 4,029 | $1.54M | 0.98% | −7−0.2% | Reduced |
| Tempus Wealth Planning, LLC | 4,026 | $1.54M | 0.94% | −96−2.3% | Reduced |
| National Wealth Management Group, LLC | 4,025 | $1.54M | 1.85% | +964+31.5% | Added |
| High Probability Advisors, LLC | 4,014 | $1.54M | 0.42% | +140+3.6% | Added |
| MPS Loria Financial Planners, LLC | 4,007 | $1.53M | 0.68% | −19,415−82.9% | Reduced |
| Headinvest, LLC | 4,003 | $1.53M | 0.34% | +96+2.5% | Added |
| Continuum Advisory, LLC | 5,349 | $1.53M | 0.28% | +371+7.5% | Added |
| Allegiance Financial Group Advisory Services LLC | 3,983 | $1.52M | 1.46% | +3,983 | New |
| Barr E S & Co | 3,975 | $1.52M | 0.13% | −157−3.8% | Reduced |
| LGT Financial Advisors LLC | 3,969 | $1.52M | 1.79% | +3,969 | New |
| Green Harvest Asset Management LLC | 3,960 | $1.51M | 0.07% | +3,960 | New |
| First Commonwealth Financial Corp | 3,957 | $1.51M | 0.56% | +130+3.4% | Added |
| Parkside Investments, LLC | 3,949 | $1.51M | 0.30% | −38−1.0% | Reduced |
| Merriman Wealth Management, LLC | 3,936 | $1.51M | 0.08% | +3+0.1% | Added |
| Front Row Advisors LLC | 3,929 | $1.51M | 0.78% | +194+5.2% | Added |
| Tranquility Partners, LLC | 3,941 | $1.51M | 0.77% | −52−1.3% | Reduced |
| Geneva Partners, LLC | 3,941 | $1.51M | 1.42% | −194−4.7% | Reduced |
| Sculati Wealth Management, LLC | 3,938 | $1.51M | 0.85% | +70+1.8% | Added |
| Green Square Capital Advisors LLC | 3,932 | $1.50M | 0.21% | −202−4.9% | Reduced |
| Sonata Capital Group Inc | 3,927 | $1.50M | 0.83% | +156+4.1% | Added |
| Centric Wealth Management | 3,923 | $1.50M | 0.76% | +3,923 | New |
| SBK Financial, Inc. | 3,915 | $1.50M | 2.37% | −43−1.1% | Reduced |
| Sage Financial Group Inc | 3,908 | $1.49M | 0.18% | +205+5.5% | Added |
| Insight Wealth Strategies, LLC | 3,878 | $1.48M | 0.29% | +52+1.4% | Added |
| Westside Investment Management, Inc. | 3,874 | $1.48M | 0.02% | −101−2.5% | Reduced |
| Sheets Smith Wealth Management | 3,871 | $1.48M | 0.23% | +100+2.7% | Added |
| PFS Investments Inc. | 3,855 | $1.47M | 0.03% | +508+15.2% | Added |
| Fairview Capital Investment Management, LLC | 3,850 | $1.47M | 0.10% | +1,488+63.0% | Added |
| Cambridge Advisors Inc. | 3,847 | $1.47M | 0.39% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 3,846 | $1.47M | 0.68% | +42+1.1% | Added |
| Charter Research & Investment Group, Inc. | 3,841 | $1.47M | 1.41% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 3,839 | $1.47M | 0.81% | +3,839 | New |
| Vaughan David Investments LLC | 3,833 | $1.47M | 0.04% | +806+26.6% | Added |
| Sebold Capital Management, Inc. | 3,819 | $1.46M | 1.20% | +3,819 | New |
| First American Trust, FSB | 3,806 | $1.46M | 0.23% | +266+7.5% | Added |
| Agate Pass Investment Management, LLC | 3,806 | $1.46M | 1.03% | −424−10.0% | Reduced |
| Wagner Wealth Management, LLC | 3,800 | $1.45M | 0.90% | −760−16.7% | Reduced |
| Standard Life Aberdeen plc | 3,790 | $1.45M | 0.00% | −22,998−85.9% | Reduced |
| Aull & Monroe Investment Management Corp | 3,783 | $1.45M | 0.72% | −200−5.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 3,775 | $1.44M | 0.73% | +129+3.5% | Added |
| FMB Wealth Management | 3,775 | $1.44M | 1.86% | +3,775 | New |
| Black Diamond Financial, LLC | 3,765 | $1.44M | 0.52% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 3,762 | $1.44M | 0.22% | +396+11.8% | Added |
| Abound Wealth Management | 3,758 | $1.44M | 0.70% | +1,048+38.7% | Added |
| McBroom & Associates, LLC | 3,738 | $1.43M | 1.55% | −883−19.1% | Reduced |
| Eudaimonia Partners, LLC | 3,727 | $1.43M | 0.35% | +10.0% | Added |
| Archford Capital Strategies, LLC | 3,708 | $1.42M | 0.33% | +68+1.9% | Added |
| Bank of Nova Scotia Trust Co | 3,705 | $1.42M | 0.15% | +5+0.1% | Added |
| Banta Asset Management LP | 3,700 | $1.41M | 1.90% | −20−0.5% | Reduced |
| Lokken Investment Group LLC | 3,699 | $1.41M | 1.12% | +10.0% | Added |
| Gateway Advisory, LLC | 3,691 | $1.41M | 0.36% | −1,761−32.3% | Reduced |
| WESCAP Management Group, Inc. | 3,684 | $1.41M | 0.50% | −1,397−27.5% | Reduced |