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 |
|---|---|---|---|---|---|
| SignalPoint Asset Management, LLC | 3,156 | $1.21M | 0.42% | +47+1.5% | Added |
| Shaker Investments LLC | 3,154 | $1.21M | 0.75% | +30+1.0% | Added |
| Kelly Financial Services LLC | 3,148 | $1.20M | 0.63% | +1,602+103.6% | Added |
| HBW Advisory Services LLC | 3,145 | $1.20M | 0.32% | +629+25.0% | Added |
| First Capital Advisors Group, LLC. | 3,131 | $1.20M | 0.81% | −973−23.7% | Reduced |
| Solstein Capital, LLC | 3,128 | $1.20M | 1.00% | −79−2.5% | Reduced |
| Garner Asset Management Corp | 3,125 | $1.20M | 0.59% | +6+0.2% | Added |
| EPG Wealth Management LLC | 3,123 | $1.19M | 0.45% | −310−9.0% | Reduced |
| Staley Capital Advisers Inc | 3,109 | $1.19M | 0.07% | −71−2.2% | Reduced |
| Citizens & Northern Corp | 3,105 | $1.19M | 0.49% | 00.0% | Unchanged |
| Goodman Financial Corp | 3,105 | $1.19M | 0.37% | −942−23.3% | Reduced |
| Bessemer Securities LLC | 3,105 | $1.19M | 0.53% | +3,105 | New |
| Ayrshire Capital Management LLC | 3,103 | $1.19M | 0.83% | 00.0% | Unchanged |
| Ovata Capital Management Ltd | 3,100 | $1.19M | 0.39% | +3,100 | New |
| Altfest L J & Co Inc | 3,099 | $1.19M | 0.20% | −180−5.5% | Reduced |
| Delta Asset Management LLC | 3,081 | $1.18M | 0.13% | −4−0.1% | Reduced |
| CFS Investment Advisory Services, LLC | 3,072 | $1.18M | 0.27% | −1,093,675−99.7% | Reduced |
| Mattern Capital Management, LLC | 3,056 | $1.17M | 0.22% | +106+3.6% | Added |
| Lumbard & Kellner, LLC | 3,054 | $1.17M | 0.57% | 00.0% | Unchanged |
| Meridian Financial, LLC | 3,054 | $1.17M | 1.23% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 3,048 | $1.17M | 0.59% | −279−8.4% | Reduced |
| Curbstone Financial Management Corp | 3,047 | $1.17M | 0.29% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 3,041 | $1.16M | 0.17% | −54−1.7% | Reduced |
| TRUE Private Wealth Advisors | 3,035 | $1.16M | 0.18% | +2,328+329.3% | Added |
| Ulland Investment Advisors, LLC | 3,031 | $1.16M | 1.38% | −785−20.6% | Reduced |
| Palo Alto Wealth Advisors, LLC | 3,013 | $1.16M | 0.99% | +3,013 | New |
| Balentine LLC | 3,019 | $1.15M | 0.04% | +1,952+182.9% | Added |
| Plotkin Financial Advisors, LLC | 3,011 | $1.15M | 1.17% | −476−13.7% | Reduced |
| Mizuho Markets Cayman LP | 3,005 | $1.15M | 0.16% | +3,005 | New |
| Chartwell Investment Partners, LLC | 3,003 | $1.15M | 0.05% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 2,998 | $1.15M | 1.27% | −17−0.6% | Reduced |
| LVW Advisors, LLC | 2,994 | $1.14M | 0.24% | +73+2.5% | Added |
| Blue Chip Partners, Inc. | 2,993 | $1.14M | 0.14% | −69−2.3% | Reduced |
| Professional Advisory Services Inc | 2,992 | $1.14M | 0.19% | −5−0.2% | Reduced |
| Safeguard Financial, LLC | 2,986 | $1.14M | 0.82% | +2,288+327.8% | Added |
| Curran Financial Partners, LLC | 2,981 | $1.14M | 0.55% | +495+19.9% | Added |
| Valtinson Bruner Financial Planning LLC | 2,911 | $1.14M | 0.66% | −105−3.5% | Reduced |
| Kooman & Associates | 2,972 | $1.14M | 1.12% | +2,972 | New |
| Kraft, Davis & Associates, LLC | 2,766 | $1.14M | 0.45% | +2,766 | New |
| Breakwater Capital Group | 2,967 | $1.13M | 0.59% | +2,967 | New |
| MSH Capital Advisors LLC | 2,963 | $1.13M | 0.51% | −126−4.1% | Reduced |
| Curi Capital | 2,960 | $1.13M | 0.16% | +1,068+56.4% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 2,960 | $1.13M | 1.09% | +2,960 | New |
| Widmann Financial Services, Inc. | 2,953 | $1.13M | 1.18% | +73+2.5% | Added |
| Confluence Wealth Services, Inc. | 2,946 | $1.13M | 0.29% | +341+13.1% | Added |
| Summit Asset Management, LLC | 2,943 | $1.13M | 0.33% | −6−0.2% | Reduced |
| Assetmark, Inc | 2,942 | $1.13M | 0.00% | −56,697−95.1% | Reduced |
| Valicenti Advisory Services Inc | 2,941 | $1.13M | 0.41% | −18−0.6% | Reduced |
| Nordwand Advisors, LLC | 2,940 | $1.12M | 0.14% | +2,940 | New |
| Monterey Private Wealth, Inc. | 2,933 | $1.12M | 0.61% | +1,355+85.9% | Added |
| Founders Financial Securities LLC | 2,928 | $1.12M | 0.18% | −2,936−50.1% | Reduced |
| Cutler Investment Counsel LLC | 2,909 | $1.12M | 0.17% | +8+0.3% | Added |
| Exchange Capital Management, Inc. | 2,911 | $1.11M | 0.24% | −54−1.8% | Reduced |
| Horizon Bancorp Inc | 2,909 | $1.11M | 0.63% | +2,909 | New |
| RiverGlades Family Offices LLC | 2,901 | $1.11M | 1.02% | +2,901 | New |
| Steigerwald, Gordon & Koch Inc. | 2,891 | $1.11M | 0.18% | −239−7.6% | Reduced |
| W.H. Cornerstone Investments Inc. | 2,772 | $1.10M | 1.05% | −168−5.7% | Reduced |
| Prosperity Financial Group, Inc. | 2,888 | $1.10M | 1.19% | +2,888 | New |
| Mandatum Life Insurance Co Ltd | 2,885 | $1.10M | 0.33% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 2,883 | $1.10M | 0.16% | +2,883 | New |
| Cigna Investments Inc | 2,880 | $1.10M | 0.23% | −60−2.0% | Reduced |
| Consilio Wealth Advisors, LLC | 2,874 | $1.10M | 0.70% | −798−21.7% | Reduced |
| Stack Financial Management, Inc | 2,865 | $1.10M | 0.11% | +220+8.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 2,843 | $1.09M | 0.53% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 2,854 | $1.09M | 1.24% | +501+21.3% | Added |
| Register Financial Advisors LLC | 2,847 | $1.09M | 0.69% | +2,847 | New |
| Heritage Investors Management Corp | 2,839 | $1.09M | 0.05% | −64−2.2% | Reduced |
| Azimuth Capital Investment Management LLC | 2,833 | $1.08M | 0.05% | +1,933+214.8% | Added |
| Columbia Trust Co 01012016 | 2,833 | $1.08M | 0.60% | +1,744+160.1% | Added |
| Altman Advisors, Inc. | 2,729 | $1.08M | 0.67% | +78+2.9% | Added |
| Westwood Wealth Management | 2,819 | $1.08M | 1.30% | +100+3.7% | Added |
| Sterling Financial Planning, Inc. | 2,819 | $1.08M | 0.64% | +42+1.5% | Added |
| Prosperity Wealth Management, Inc. | 2,816 | $1.08M | 1.07% | +2,816 | New |
| Navigation Wealth Management, Inc. | 2,794 | $1.07M | 100.00% | +2,285+448.9% | Added |
| Dopkins Wealth Management, LLC | 2,790 | $1.07M | 0.94% | +25+0.9% | Added |
| BlackDiamond Wealth Management Inc. | 2,726 | $1.06M | 1.21% | −138−4.8% | Reduced |
| Sensible Money, LLC | 2,775 | $1.06M | 1.13% | +2,775 | New |
| Onyx Bridge Wealth Group LLC | 2,732 | $1.06M | 0.43% | +31+1.1% | Added |
| Bell Investment Advisors, Inc | 2,772 | $1.06M | 0.26% | +1,906+220.1% | Added |
| Oak Harvest Investment Services | 2,765 | $1.06M | 0.28% | +470+20.5% | Added |
| ERn Financial, LLC | 2,762 | $1.06M | 0.24% | 00.0% | Unchanged |
| Somerset Group LLC | 2,761 | $1.06M | 0.93% | +126+4.8% | Added |
| Campbell Wealth Management | 2,758 | $1.05M | 0.15% | −13−0.5% | Reduced |
| Verus Capital Partners, LLC | 2,755 | $1.05M | 0.20% | −336−10.9% | Reduced |
| Eagle Bay Advisors LLC | 2,731 | $1.04M | 0.59% | +385+16.4% | Added |
| Arq Wealth Advisors, LLC | 2,727 | $1.04M | 0.68% | +39+1.5% | Added |
| Insight Inv LLC | 2,717 | $1.04M | 1.05% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,716 | $1.04M | 0.12% | +1,012+59.4% | Added |
| Soundwatch Capital LLC | 3,752 | $1.04M | 1.14% | +896+31.4% | Added |
| Wealth Alliance Advisory Group, LLC | 2,703 | $1.03M | 0.40% | −3,729−58.0% | Reduced |
| MBA Advisors LLC | 2,697 | $1.03M | 0.67% | −1,816−40.2% | Reduced |
| Richard W. Paul & Associates, LLC | 2,691 | $1.03M | 0.52% | +2,691 | New |
| Galvin, Gaustad & Stein, LLC | 2,684 | $1.03M | 0.10% | +1,444+116.5% | Added |
| Red Door Wealth Management, LLC | 2,683 | $1.03M | 0.34% | −210−7.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,682 | $1.03M | 0.16% | −342−11.3% | Reduced |
| CFO4Life Group, LLC | 2,681 | $1.03M | 0.22% | +65+2.5% | Added |
| CFO4Life, L.P. | 2,681 | $1.03M | 0.22% | +2,681 | New |
| Theory Financial LLC | 2,680 | $1.02M | 0.68% | +2,680 | New |
| Quantbot Technologies LP | 2,678 | $1.02M | 0.07% | −943−26.0% | Reduced |
| Private Capital Advisors, Inc. | 2,673 | $1.02M | 0.18% | 00.0% | Unchanged |