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 |
|---|---|---|---|---|---|
| McKinley Carter Wealth Services, Inc. | 3,679 | $1.41M | 0.12% | −386−9.5% | Reduced |
| Apriem Advisors | 3,672 | $1.40M | 0.24% | −131−3.4% | Reduced |
| Fir Tree Capital Management LP | 3,668 | $1.40M | 0.07% | +2,393+187.7% | Added |
| SMI Advisory Services, LLC | 3,912 | $1.40M | 0.45% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 3,654 | $1.40M | 0.18% | +33+0.9% | Added |
| Traynor Capital Management, Inc. | 3,646 | $1.39M | 0.24% | −173−4.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,640 | $1.39M | 0.80% | +1,360+59.6% | Added |
| Elite Wealth Management, Inc. | 3,636 | $1.39M | 0.70% | −77−2.1% | Reduced |
| XML Financial, LLC | 3,634 | $1.39M | 0.17% | +75+2.1% | Added |
| New York Life Investment Management LLC | 3,634 | $1.39M | 0.02% | −4,810−57.0% | Reduced |
| Synergy Financial Management, LLC | 3,632 | $1.39M | 0.36% | −830−18.6% | Reduced |
| Ballast Advisors LLC | 3,630 | $1.39M | 0.61% | −588−13.9% | Reduced |
| Column Capital Advisors, LLC | 3,622 | $1.39M | 0.23% | +10.0% | Added |
| Lantz Financial LLC | 3,619 | $1.38M | 0.63% | −165−4.4% | Reduced |
| Birch Hill Investment Advisors LLC | 3,616 | $1.38M | 0.09% | 00.0% | Unchanged |
| First Ascent Asset Management, LLC | 3,616 | $1.38M | 0.21% | +3,616 | New |
| Vectors Research Management, LLC | 3,613 | $1.38M | 0.36% | −587−14.0% | Reduced |
| HNP Capital LLC | 3,613 | $1.38M | 0.39% | −587−14.0% | Reduced |
| Transparent Wealth Partners LLC | 3,608 | $1.38M | 1.08% | −5,819−61.7% | Reduced |
| Summit Global Investments | 3,600 | $1.38M | 0.12% | +1,900+111.8% | Added |
| Canal Capital Management, LLC | 3,598 | $1.38M | 0.33% | +1,201+50.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $1.37M | 0.32% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 3,588 | $1.37M | 0.17% | +2,602+263.9% | Added |
| Atlantic Union Bankshares Corp | 3,580 | $1.37M | 0.15% | −104−2.8% | Reduced |
| 360 Financial, Inc. | 3,828 | $1.37M | 0.89% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 3,576 | $1.37M | 0.20% | +1,613+82.2% | Added |
| Oberweis Asset Management Inc | 3,574 | $1.37M | 0.29% | −73−2.0% | Reduced |
| One Day In July LLC | 3,556 | $1.36M | 0.28% | −15−0.4% | Reduced |
| Stoneridge Investment Partners LLC | 3,539 | $1.35M | 0.75% | −126−3.4% | Reduced |
| Betterment LLC | 3,537 | $1.35M | 0.00% | +2,237+172.1% | Added |
| Culbertson A N & Co Inc | 3,537 | $1.35M | 0.28% | −500−12.4% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,534 | $1.35M | 1.33% | +3,534 | New |
| Punch & Associates Investment Management, Inc. | 3,533 | $1.35M | 0.09% | −432−10.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 3,528 | $1.35M | 0.02% | −309−8.1% | Reduced |
| Old Port Advisors | 3,505 | $1.34M | 0.50% | +126+3.7% | Added |
| CoreFirst Bank & Trust | 3,500 | $1.34M | 1.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,494 | $1.34M | 0.10% | −326−8.5% | Reduced |
| Pin Oak Investment Advisors Inc | 3,490 | $1.33M | 1.65% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 3,487 | $1.33M | 1.18% | +1,918+122.2% | Added |
| Sanford Advisory Services, LLC | 3,481 | $1.33M | 0.32% | −49−1.4% | Reduced |
| Laird Norton Trust Company, LLC | 3,451 | $1.33M | 0.19% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,464 | $1.32M | 0.29% | −58−1.6% | Reduced |
| RTD Financial Advisors, Inc. | 3,451 | $1.32M | 0.22% | +64+1.9% | Added |
| Whalerock Point Partners, LLC | 3,447 | $1.32M | 0.54% | +163+5.0% | Added |
| Nomura Asset Management Co Ltd | 3,437 | $1.31M | 0.01% | +1,000+41.0% | Added |
| Centurion Wealth Management LLC | 3,412 | $1.30M | 0.74% | +3,412 | New |
| Northstar Group, Inc. | 3,398 | $1.30M | 0.37% | −50−1.5% | Reduced |
| Hemington Wealth Management | 3,397 | $1.30M | 0.56% | 00.0% | Unchanged |
| Navellier & Associates Inc | 3,396 | $1.30M | 0.26% | +621+22.4% | Added |
| Hutchinson Capital Management | 3,394 | $1.30M | 0.34% | −107−3.1% | Reduced |
| WealthBridge Investment Counsel Inc. | 3,389 | $1.30M | 0.57% | +95+2.9% | Added |
| Investment Advisory Services Inc | 3,386 | $1.29M | 0.67% | +7+0.2% | Added |
| Trevian Wealth Management LLC | 3,384 | $1.29M | 1.41% | +1,060+45.6% | Added |
| Cranbrook Wealth Management, LLC | 3,370 | $1.29M | 0.35% | −20−0.6% | Reduced |
| Fermata Advisors, LLC | 3,366 | $1.29M | 0.38% | −336−9.1% | Reduced |
| Ingalls & Snyder LLC | 3,365 | $1.29M | 0.07% | −3−0.1% | Reduced |
| Family Asset Management, LLC | 3,365 | $1.29M | 1.07% | +3,365 | New |
| Vicus Capital | 12,860 | $1.28M | 0.15% | −1,764−12.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 3,358 | $1.28M | 0.60% | −463−12.1% | Reduced |
| Sabby Management, LLC | 3,350 | $1.28M | 3.43% | +3,350 | New |
| Wall Street Access Asset Management, LLC | 3,348 | $1.28M | 0.96% | −795−19.2% | Reduced |
| Investmark Advisory Group LLC | 3,347 | $1.28M | 0.95% | −895−21.1% | Reduced |
| Red Cedar Capital, LLC | 3,346 | $1.28M | 0.81% | −127−3.7% | Reduced |
| HC Advisors, LLC | 3,341 | $1.28M | 0.87% | −77−2.3% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 3,339 | $1.28M | 1.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 3,330 | $1.27M | 0.46% | +7+0.2% | Added |
| Annapolis Financial Services, LLC | 3,326 | $1.27M | 0.41% | −87−2.5% | Reduced |
| Tradition Wealth Management, LLC | 3,322 | $1.27M | 0.18% | −35−1.0% | Reduced |
| Ascent Group, LLC | 3,320 | $1.27M | 0.15% | −165−4.7% | Reduced |
| River Wealth Advisors LLC | 3,317 | $1.27M | 0.24% | −224−6.3% | Reduced |
| Red Wave Investments LLC | 3,313 | $1.27M | 0.53% | +916+38.2% | Added |
| Sinecera Capital, LLC | 3,297 | $1.27M | 1.40% | −508−13.4% | Reduced |
| Compass Financial Advisors LLC | 3,304 | $1.26M | 1.70% | +9+0.3% | Added |
| Sabal Trust CO | 3,304 | $1.26M | 0.09% | −94−2.8% | Reduced |
| Bill Few Associates, Inc. | 3,300 | $1.26M | 0.75% | +23+0.7% | Added |
| Pier 88 Investment Partners LLC | 3,300 | $1.26M | 0.31% | +3,300 | New |
| Cloverfields Capital Group, LP | 3,296 | $1.26M | 0.40% | +3,296 | New |
| WealthShield Partners, LLC | 3,278 | $1.26M | 0.24% | +42+1.3% | Added |
| Violich Capital Management, Inc. | 3,283 | $1.26M | 0.22% | 00.0% | Unchanged |
| Aperture Investors, LLC | 3,284 | $1.26M | 0.21% | −4,005−54.9% | Reduced |
| Opal Wealth Advisors, LLC | 3,282 | $1.26M | 0.69% | +36+1.1% | Added |
| Cedrus LLC | 3,273 | $1.25M | 1.01% | −6−0.2% | Reduced |
| Kornitzer Capital Management Inc | 3,265 | $1.25M | 0.03% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 3,264 | $1.25M | 0.46% | −160−4.7% | Reduced |
| Michael B. Yongue | 3,252 | $1.24M | 1.17% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 3,251 | $1.24M | 0.16% | +1,003+44.6% | Added |
| Randolph Co Inc | 3,250 | $1.24M | 0.19% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 3,235 | $1.24M | 1.12% | −311−8.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,231 | $1.24M | 0.28% | −172−5.1% | Reduced |
| Prosperity Consulting Group, LLC | 3,231 | $1.24M | 0.82% | +265+8.9% | Added |
| BCS Wealth Management | 3,224 | $1.23M | 0.52% | −509−13.6% | Reduced |
| Edgar Lomax Co | 3,223 | $1.23M | 0.07% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 3,218 | $1.23M | 0.13% | −187−5.5% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,204 | $1.23M | 0.12% | −380−10.6% | Reduced |
| Gilman Hill Asset Management, LLC | 3,203 | $1.22M | 0.25% | −10−0.3% | Reduced |
| Triangle Securities Wealth Management | 3,192 | $1.22M | 0.45% | −371−10.4% | Reduced |
| Greenfield Savings Bank | 3,178 | $1.22M | 0.80% | +90+2.9% | Added |
| Private Capital Management LLC | 3,172 | $1.21M | 0.40% | −17−0.5% | Reduced |
| Renaissance Investment Group LLC | 3,164 | $1.21M | 0.36% | −11−0.3% | Reduced |
| Ahrens Investment Partners LLC | 3,161 | $1.21M | 0.55% | +1,996+171.3% | Added |