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 |
|---|---|---|---|---|---|
| Artemis Wealth Advisors, LLC | 2,231 | $853.0K | 0.26% | −556−19.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 2,229 | $852.3K | 0.14% | +299+15.5% | Added |
| Armor Investment Advisors, LLC | 2,228 | $852.1K | 0.52% | +975+77.8% | Added |
| Long Road Investment Counsel, LLC | 2,219 | $849.0K | 0.42% | +30+1.4% | Added |
| Boyd Wealth Management, LLC | 2,201 | $841.8K | 0.62% | +99+4.7% | Added |
| TBH Global Asset Management, LLC | 2,199 | $841.1K | 0.20% | +258+13.3% | Added |
| Vaughan & Co Securities, Inc. | 2,197 | $840.2K | 0.67% | +1,402+176.4% | Added |
| KB Financial Partners, LLC | 2,197 | $840.0K | 0.29% | −53−2.4% | Reduced |
| Etfidea, LLC | 2,190 | $837.5K | 0.39% | +82+3.9% | Added |
| CapWealth Advisors, LLC | 2,173 | $831.0K | 0.10% | −428−16.5% | Reduced |
| Courage Miller Partners, LLC | 2,170 | $829.9K | 0.38% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,168 | $829.0K | 0.05% | +73+3.5% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 2,086 | $828.1K | 0.51% | +360+20.9% | Added |
| Ascension Capital Advisors, Inc. | 2,164 | $827.6K | 0.80% | +2,164 | New |
| EdgeRock Capital LLC | 2,163 | $827.0K | 0.46% | 00.0% | Unchanged |
| Strid Group, LLC | 2,152 | $826.8K | 0.20% | 00.0% | Unchanged |
| Bank of Stockton | 2,160 | $826.0K | 0.29% | +1,300+151.2% | Added |
| Lewis Capital Management, LLC | 2,158 | $825.3K | 1.26% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 2,029 | $823.0K | 0.74% | +2+0.1% | Added |
| Versant Capital Management, Inc | 2,151 | $822.4K | 0.30% | −83−3.7% | Reduced |
| Yarger Wealth Strategies, LLC | 2,150 | $822.3K | 1.02% | +8+0.4% | Added |
| Lam Group, Inc. | 2,150 | $822.2K | 0.84% | +2,150 | New |
| Red Tortoise LLC | 2,149 | $822.0K | 0.57% | +2,149 | New |
| American Capital Management Inc | 2,145 | $820.3K | 0.03% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,144 | $819.9K | 0.29% | +2,144 | New |
| Coppell Advisory Solutions Corp. | 2,144 | $819.9K | 0.29% | +2,144 | New |
| Arista Wealth Management, LLC | 2,141 | $818.8K | 0.52% | +2,141 | New |
| Alpha Financial Partners, LLC | 2,139 | $818.1K | 0.99% | +2,139 | New |
| O'Rourke & Company, Inc | 2,137 | $817.0K | 0.65% | +116+5.7% | Added |
| Darrow Company, Inc. | 2,135 | $816.5K | 0.80% | +2,135 | New |
| Alpha Omega Wealth Management LLC | 2,131 | $815.0K | 0.14% | +146+7.4% | Added |
| Poplar Forest Capital LLC | 2,125 | $812.7K | 0.10% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,121 | $811.3K | 0.06% | +10.0% | Added |
| Crystalline Management Inc. | 2,120 | $810.8K | 0.41% | +2,120 | New |
| Silver Oak Advisory Group, Inc. | 2,119 | $810.0K | 0.57% | +10.0% | Added |
| PBMares Wealth Management LLC | 2,118 | $810.0K | 0.33% | +13+0.6% | Added |
| Gradient Investments LLC | 2,116 | $809.0K | 0.03% | −876−29.3% | Reduced |
| Intellectus Partners, LLC | 2,102 | $807.6K | 0.28% | +103+5.2% | Added |
| Your Advocates Ltd., LLP | 2,111 | $807.4K | 0.47% | +7+0.3% | Added |
| 3Chopt Investment Partners, LLC | 2,100 | $806.8K | 0.44% | +2,100 | New |
| Private Wealth Strategies, L.L.C. | 2,108 | $806.4K | 0.22% | +75+3.7% | Added |
| Kraft Asset Management, LLC | 2,107 | $805.8K | 0.73% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 2,105 | $805.2K | 0.39% | +107+5.4% | Added |
| Motley Fool Wealth Management, LLC | 2,104 | $804.6K | 0.06% | −2,416−53.5% | Reduced |
| Bluefin Capital Management, LLC | 2,100 | $803.1K | 0.14% | −43,033−95.3% | Reduced |
| Cape Ann Savings Bank | 2,095 | $801.2K | 0.59% | +82+4.1% | Added |
| Renasant Bank | 2,094 | $800.8K | 0.60% | +698+50.0% | Added |
| 626 Financial, LLC | 2,094 | $800.8K | 0.56% | +70+3.5% | Added |
| Norris Perne & French LLP | 2,092 | $800.1K | 0.08% | +355+20.4% | Added |
| Southeast Asset Advisors Inc. | 2,085 | $797.6K | 0.13% | +6+0.3% | Added |
| Alamar Capital Management, LLC | 2,084 | $796.9K | 0.82% | −160−7.1% | Reduced |
| Wealthstar Advisors, LLC | 2,080 | $795.3K | 0.36% | +257+14.1% | Added |
| Chapman Investment Management, LLC | 2,076 | $793.9K | 0.72% | +32+1.6% | Added |
| Appleton Group, LLC | 2,074 | $793.2K | 1.16% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,074 | $793.2K | 0.47% | +393+23.4% | Added |
| Fortem Financial Group, LLC | 2,072 | $792.4K | 0.46% | −277−11.8% | Reduced |
| Buffington Mohr McNeal | 2,070 | $791.6K | 0.18% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 2,068 | $790.9K | 0.35% | +2,068 | New |
| Windsor Group LTD | 2,033 | $789.0K | 0.16% | −532−20.7% | Reduced |
| Viewpoint Capital Management LLC | 2,063 | $789.0K | 0.76% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 2,061 | $788.2K | 0.33% | −53−2.5% | Reduced |
| Primoris Wealth Advisors, LLC | 2,057 | $786.7K | 1.21% | 00.0% | Unchanged |
| Asset Planning Corporation | 2,057 | $786.5K | 0.65% | +3+0.1% | Added |
| Commonwealth Retirement Investments LLC | 2,052 | $784.7K | 0.48% | +2,052 | New |
| Prossimo Advisors, LLC | 2,050 | $784.0K | 1.81% | +2,050 | New |
| Shay Capital LLC | 2,049 | $783.6K | 0.48% | −7,601−78.8% | Reduced |
| Intergy Private Wealth, LLC | 2,049 | $783.6K | 0.49% | +106+5.5% | Added |
| Martin Capital Advisors, LLP | 2,047 | $782.8K | 0.88% | −280−12.0% | Reduced |
| Ti-Trust, Inc | 2,047 | $782.8K | 0.75% | −6−0.3% | Reduced |
| Daymark Wealth Partners, LLC | 2,042 | $780.9K | 0.14% | +2,042 | New |
| Barton Investment Management | 2,040 | $780.2K | 0.15% | +2,040 | New |
| Front Street Capital Management, Inc. | 3,184 | $775.0K | 0.19% | −2−0.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,015 | $774.2K | 0.06% | −3,065−60.3% | Reduced |
| Myecfo, LLC | 2,018 | $771.6K | 0.63% | +2,018 | New |
| Mascoma Wealth Management LLC | 2,011 | $768.9K | 0.24% | +7+0.3% | Added |
| Capital Counsel LLC | 2,010 | $768.7K | 0.05% | 00.0% | Unchanged |
| CNB Bank | 2,004 | $766.4K | 0.48% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 2,003 | $766.0K | 0.26% | +250+14.3% | Added |
| High Note Wealth, LLC | 2,001 | $765.2K | 0.32% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 2,001 | $765.1K | 0.33% | +193+10.7% | Added |
| EMC Capital Management | 2,000 | $765.0K | 0.69% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 2,001 | $765.0K | 0.28% | −7−0.3% | Reduced |
| Kim, LLC | 2,000 | $765.0K | 0.04% | +1,000+100.0% | Added |
| Howard Hughes Medical Institute | 2,000 | $764.9K | 0.43% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 2,000 | $764.9K | 0.53% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 1,999 | $764.0K | 0.54% | −301−13.1% | Reduced |
| Leisure Capital Management | 1,996 | $763.3K | 0.39% | −79−3.8% | Reduced |
| Capital CS Group, LLC | 1,986 | $759.5K | 0.84% | −108−5.2% | Reduced |
| Sendero Wealth Management, LLC | 1,986 | $759.5K | 0.27% | −76−3.7% | Reduced |
| Robinson Value Management, Ltd. | 1,983 | $758.4K | 0.65% | −38−1.9% | Reduced |
| Retirement Investment Advisors, Inc. | 1,983 | $758.4K | 0.49% | +1,983 | New |
| Coastal Bridge Advisors, LLC | 1,982 | $757.8K | 0.22% | −525−20.9% | Reduced |
| Next Capital Management LLC | 1,978 | $756.0K | 0.41% | +1,097+124.5% | Added |
| Pine Haven Investment Counsel, Inc | 1,975 | $755.3K | 0.83% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,974 | $755.0K | 0.15% | −12,242−86.1% | Reduced |
| Lawson Kroeker Investment Management Inc | 1,970 | $753.4K | 0.25% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 1,970 | $753.4K | 0.02% | +1,970 | New |
| Beacon Financial Group | 1,957 | $753.0K | 0.10% | +80+4.3% | Added |
| Greenwood Capital Associates LLC | 1,967 | $752.5K | 0.12% | −2,678−57.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,898 | $751.3K | 0.35% | +148+8.5% | Added |