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 |
|---|---|---|---|---|---|
| Core Wealth Advisors, Inc. | 2,671 | $1.02M | 0.45% | +37+1.4% | Added |
| Investment House LLC | 2,671 | $1.02M | 0.10% | −113,446−97.7% | Reduced |
| Orgel Wealth Management, LLC | 2,662 | $1.02M | 0.04% | +139+5.5% | Added |
| Northstar Asset Management Inc | 2,660 | $1.02M | 0.34% | −114−4.1% | Reduced |
| Parkside Advisors LLC | 2,642 | $1.02M | 0.36% | +327+14.1% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,649 | $1.01M | 0.43% | −14−0.5% | Reduced |
| BancFirst Trust & Investment Management | 2,639 | $1.01M | 0.58% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 2,638 | $1.01M | 0.05% | −643−19.6% | Reduced |
| PRW Wealth Management LLC | 2,631 | $1.01M | 0.43% | −300−10.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,627 | $1.00M | 0.50% | 00.0% | Unchanged |
| Papp L Roy & Associates | 2,627 | $1.00M | 0.14% | +10.0% | Added |
| Live Oak Private Wealth LLC | 2,612 | $999.0K | 0.21% | −10.0% | Reduced |
| Acorn Wealth Advisors, LLC | 2,613 | $999.0K | 0.77% | −118−4.3% | Reduced |
| Hyman Charles D | 2,604 | $996.0K | 0.07% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 2,604 | $995.8K | 1.21% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 2,600 | $994.3K | 1.17% | 00.0% | Unchanged |
| Forte Capital LLC | 2,598 | $993.5K | 0.17% | −368−12.4% | Reduced |
| Garrison Point Advisors, LLC | 2,597 | $993.2K | 0.81% | +36+1.4% | Added |
| SS&H Financial Advisors, Inc. | 2,591 | $990.9K | 0.47% | 00.0% | Unchanged |
| McAdam, LLC | 2,083 | $989.0K | 0.10% | −1,768−45.9% | Reduced |
| JustInvest LLC | 2,582 | $987.4K | 0.04% | −203−7.3% | Reduced |
| Semus Wealth Partners LLC | 2,582 | $987.3K | 1.20% | +2,582 | New |
| Sharper & Granite LLC | 2,580 | $986.7K | 0.66% | +2,580 | New |
| PDS Planning, Inc | 2,576 | $985.2K | 0.16% | +11+0.4% | Added |
| F3Logic, LLC | 2,574 | $984.4K | 0.21% | −160−5.9% | Reduced |
| Gallagher Benefit Services, Inc. | 2,574 | $984.4K | 0.21% | +2,574 | New |
| Dean Investment Associates, LLC | 2,574 | $984.4K | 0.17% | +11+0.4% | Added |
| Ipsen Advisor Group LLC | 2,569 | $982.6K | 1.13% | +2,569 | New |
| Powell Investment Advisors, LLC | 2,557 | $982.5K | 0.57% | +157+6.5% | Added |
| Riverstone Advisors, LLC | 2,569 | $982.5K | 0.68% | −485−15.9% | Reduced |
| Trust Co | 2,568 | $982.0K | 0.16% | +1,203+88.1% | Added |
| Cambridge Financial Group, Inc. | 2,565 | $980.9K | 0.55% | +2,455+2,231.8% | Added |
| West Chester Capital Advisors, Inc | 2,564 | $980.5K | 1.95% | −50−1.9% | Reduced |
| Aire Advisors, LLC | 2,560 | $979.9K | 0.30% | −38−1.5% | Reduced |
| SRS Capital Advisors, Inc. | 2,557 | $977.7K | 0.14% | −282−9.9% | Reduced |
| Miramar Capital, LLC | 2,556 | $977.5K | 0.26% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 2,555 | $977.2K | 0.60% | +66+2.7% | Added |
| JNBA Financial Advisors | 2,551 | $975.4K | 0.14% | −672−20.9% | Reduced |
| Alerus Financial NA | 2,539 | $971.0K | 0.09% | −194−7.1% | Reduced |
| Blackston Financial Advisory Group, LLC | 2,534 | $969.0K | 0.70% | +171+7.2% | Added |
| Vestor Capital, LLC | 2,530 | $968.0K | 0.12% | −97−3.7% | Reduced |
| Asset Planning Services Inc | 2,524 | $965.0K | 0.61% | −2−0.1% | Reduced |
| Narus Financial Partners, LLC | 2,514 | $961.6K | 0.56% | −150−5.6% | Reduced |
| Souders Financial Advisors | 2,512 | $960.8K | 0.22% | +1,120+80.5% | Added |
| Foster Group, Inc. | 2,503 | $957.2K | 0.07% | +678+37.2% | Added |
| Engrave Wealth Partners LLC | 2,444 | $956.8K | 0.33% | +891+57.4% | Added |
| State Farm Mutual Automobile Insurance Co | 2,500 | $956.1K | 0.00% | 00.0% | Unchanged |
| Scoggin Management LP | 2,500 | $956.1K | 1.22% | +2,500 | New |
| Castle Wealth Management LLC | 2,487 | $955.5K | 0.60% | +6+0.2% | Added |
| Excalibur Management Corp | 2,486 | $950.7K | 0.50% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 2,485 | $950.4K | 0.39% | +13+0.5% | Added |
| Parker Financial LLC | 2,479 | $948.0K | 0.81% | +2,479 | New |
| Motco | 2,477 | $947.3K | 0.07% | −215−8.0% | Reduced |
| LexAurum Advisors, LLC | 2,470 | $944.7K | 0.34% | −311−11.2% | Reduced |
| Scissortail Wealth Management, LLC | 2,310 | $942.0K | 0.55% | +2,310 | New |
| Resource Consulting Group Inc | 2,462 | $941.5K | 0.25% | −3−0.1% | Reduced |
| Kavar Capital Partners Group, LLC | 2,450 | $937.1K | 0.22% | 00.0% | Unchanged |
| Penbrook Management LLC | 2,450 | $937.0K | 0.80% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 2,445 | $935.0K | 0.22% | −1,377−36.0% | Reduced |
| Matthew Goff Investment Advisor, LLC | 2,438 | $932.4K | 0.24% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 2,433 | $930.3K | 0.31% | +50+2.1% | Added |
| Worth Asset Management, LLC | 2,414 | $923.3K | 0.64% | −100−4.0% | Reduced |
| Horizon Investments, LLC | 2,411 | $922.0K | 0.03% | −2,938−54.9% | Reduced |
| Innovis Asset Management LLC | 2,410 | $921.7K | 0.42% | +2,410 | New |
| Chemistry Wealth Management LLC | 2,408 | $920.9K | 0.36% | +540+28.9% | Added |
| Capital Planning Advisors, LLC | 2,397 | $916.7K | 0.22% | −17−0.7% | Reduced |
| Monetary Management Group Inc | 2,382 | $910.9K | 0.28% | −259−9.8% | Reduced |
| Levy Wealth Management Group, LLC | 2,375 | $908.3K | 0.30% | +172+7.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,374 | $908.0K | 0.21% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 2,365 | $904.4K | 0.56% | +140+6.3% | Added |
| Collaborative Wealth Managment Inc. | 2,365 | $904.4K | 0.59% | +6+0.3% | Added |
| Brooks, Moore & Associates, Inc. | 2,365 | $904.0K | 0.66% | 00.0% | Unchanged |
| Ciovacco Capital Management LLC | 2,362 | $903.0K | 4.67% | −5,388−69.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,359 | $902.1K | 0.48% | +433+22.5% | Added |
| Baker Boyer National Bank | 2,357 | $901.4K | 0.38% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 2,355 | $900.5K | 0.56% | +116+5.2% | Added |
| Marino, Stram & Associates LLC | 2,354 | $900.3K | 0.28% | +636+37.0% | Added |
| Chickasaw Capital Management LLC | 2,351 | $899.0K | 0.05% | 00.0% | Unchanged |
| Fundamentun, LLC | 2,348 | $898.2K | 0.16% | −69−2.9% | Reduced |
| Resource Planning Group | 2,342 | $895.7K | 0.72% | −3−0.1% | Reduced |
| Fingerlakes Wealth Management, Inc. | 2,340 | $894.9K | 1.23% | +10+0.4% | Added |
| Day & Ennis, LLC | 2,329 | $890.6K | 0.34% | +1,239+113.7% | Added |
| McGuire Investment Group, LLC | 2,309 | $883.0K | 0.19% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 2,308 | $882.6K | 0.37% | +300+14.9% | Added |
| Options Solutions, LLC | 2,300 | $879.6K | 1.25% | 00.0% | Unchanged |
| Bamco Inc | 2,295 | $877.7K | 0.00% | +2,295 | New |
| Univest Financial Corp | 2,294 | $877.3K | 0.28% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 2,283 | $877.1K | 0.24% | +161+7.6% | Added |
| Parthenon LLC | 2,272 | $868.9K | 0.14% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 2,271 | $868.5K | 1.01% | +11+0.5% | Added |
| Old Mission Investment Co LLC | 2,270 | $868.1K | 0.37% | +1,432+170.9% | Added |
| Sugarloaf Wealth Management, LLC | 2,266 | $866.7K | 0.22% | −151−6.2% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,263 | $865.4K | 0.17% | +2,263 | New |
| Consilium Wealth Advisory, LLC | 2,256 | $862.8K | 0.74% | +694+44.4% | Added |
| Vickerman Investment Advisors, Inc. | 2,253 | $861.6K | 0.39% | +43+1.9% | Added |
| First Command Bank | 2,249 | $860.0K | 0.11% | +446+24.7% | Added |
| First Command Financial Services, Inc. | 2,249 | $860.0K | 0.11% | +446+24.7% | Added |
| Northeast Investment Management | 2,243 | $858.0K | 0.05% | +273+13.9% | Added |
| Mayport, LLC | 2,240 | $856.6K | 0.64% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 2,233 | $853.8K | 0.43% | −160−6.7% | Reduced |