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 |
|---|---|---|---|---|---|
| Holderness Investments Co | 1,964 | $751.1K | 0.32% | −61−3.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,952 | $746.5K | 0.64% | −12−0.6% | Reduced |
| N.E.W. Advisory Services LLC | 1,949 | $745.2K | 0.12% | +78+4.2% | Added |
| Vigilant Capital Management, LLC | 1,949 | $745.0K | 0.06% | +649+49.9% | Added |
| Ratio Wealth Group | 1,943 | $743.1K | 0.21% | +142+7.9% | Added |
| Carl P. Sherr & Co., LLC | 1,943 | $743.0K | 0.56% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,939 | $741.5K | 0.02% | −266−12.1% | Reduced |
| Lincoln Capital Corp | 1,938 | $741.1K | 0.45% | −27−1.4% | Reduced |
| FirstPurpose Wealth LLC | 1,934 | $739.6K | 0.41% | −31−1.6% | Reduced |
| Radnor Capital Management, LLC | 1,837 | $738.0K | 0.18% | 00.0% | Unchanged |
| Sym Financial Corp | 1,928 | $737.4K | 0.18% | −84−4.2% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 1,925 | $736.1K | 0.73% | +1,925 | New |
| Delta Financial Group, Inc. | 1,926 | $735.0K | 0.33% | +1,926 | New |
| Colonial Trust Advisors | 1,902 | $727.4K | 0.09% | 00.0% | Unchanged |
| Clean Yield Group | 1,900 | $726.6K | 0.31% | +100+5.6% | Added |
| Strategic Financial Services, Inc, | 1,899 | $726.2K | 0.06% | −432−18.5% | Reduced |
| IMA Wealth, Inc. | 1,893 | $723.9K | 0.19% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 1,892 | $723.6K | 0.25% | −78−4.0% | Reduced |
| Ferguson Shapiro LLC | 1,891 | $723.1K | 0.52% | −505−21.1% | Reduced |
| Cora Capital Advisors LLC | 1,889 | $722.4K | 0.50% | +1,889 | New |
| Left Brain Wealth Management, LLC | 1,885 | $720.9K | 0.54% | +1,885 | New |
| Wilson & Boucher Capital Management, LLC | 1,883 | $720.0K | 0.74% | +301+19.0% | Added |
| Monograph Wealth Advisors, LLC | 1,875 | $720.0K | 0.19% | +72+4.0% | Added |
| Werba Rubin Papier Wealth Management | 1,872 | $719.1K | 0.30% | +1,872 | New |
| ESL Trust Services, LLC | 1,879 | $719.0K | 0.24% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 1,852 | $718.7K | 0.37% | +162+9.6% | Added |
| Reuter James Wealth Management, LLC | 1,877 | $717.8K | 0.52% | −34−1.8% | Reduced |
| Burton Enright Welch | 1,876 | $717.3K | 0.30% | +4+0.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $717.1K | 0.52% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,718 | $716.0K | 0.65% | +1,718 | New |
| Ballast, Inc. | 1,866 | $713.6K | 0.31% | +1,030+123.2% | Added |
| Triasima Portfolio Management inc. | 1,865 | $713.2K | 0.05% | +95+5.4% | Added |
| Meeder Asset Management Inc | 1,861 | $711.7K | 0.06% | −1,367−42.3% | Reduced |
| Roger Wittlin Investment Advisory, LLC | 1,854 | $709.1K | 0.71% | +13+0.7% | Added |
| Kidder Stephen W | 1,850 | $707.5K | 0.26% | −460−19.9% | Reduced |
| Liberty Capital Management, Inc. | 1,849 | $707.2K | 0.25% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,770 | $705.4K | 0.18% | −22−1.2% | Reduced |
| RFP Financial Group LLC | 1,844 | $705.3K | 0.32% | +1,844 | New |
| Vista Investment Management | 1,844 | $705.2K | 0.40% | −58−3.0% | Reduced |
| Bourgeon Capital Management LLC | 1,834 | $701.4K | 0.17% | −80−4.2% | Reduced |
| BOS Asset Management, LLC | 1,829 | $699.5K | 0.62% | +1,829 | New |
| Heritage Financial Services, LLC | 1,822 | $696.7K | 0.18% | +91+5.3% | Added |
| Sather Financial Group Inc | 1,814 | $693.7K | 0.06% | 00.0% | Unchanged |
| Catalyst Wealth Management, LLC | 1,812 | $693.0K | 0.65% | +1,812 | New |
| Francis Financial, Inc. | 1,811 | $692.6K | 0.64% | +1,811 | New |
| Bellevue Group AG | 1,800 | $688.4K | 0.01% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,798 | $687.7K | 0.11% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 1,797 | $687.2K | 0.34% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 1,822 | $686.3K | 0.07% | −348−16.0% | Reduced |
| Concentric Wealth Management, LLC | 1,788 | $683.8K | 0.23% | +9+0.5% | Added |
| Total Wealth Planning, LLC | 1,785 | $682.6K | 0.17% | −187−9.5% | Reduced |
| Financial Partners Group, LLC | 1,780 | $680.9K | 0.40% | +1,780 | New |
| ETF Portfolio Partners, Inc. | 1,780 | $680.7K | 0.29% | +98+5.8% | Added |
| Missouri Trust & Investment Co | 1,774 | $678.0K | 0.41% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,767 | $675.6K | 0.48% | +1,767 | New |
| First National Bank | 1,765 | $675.0K | 0.57% | −5−0.3% | Reduced |
| Phocas Financial Corp. | 1,764 | $674.6K | 0.10% | 00.0% | Unchanged |
| Heritage Wealth Partners, LLC | 1,706 | $673.0K | 0.62% | +1,706 | New |
| Telos Capital Management, Inc. | 1,758 | $672.3K | 0.10% | +377+27.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,751 | $669.6K | 0.49% | +241+16.0% | Added |
| Drive Wealth Management, LLC | 1,739 | $668.2K | 0.33% | +1,739 | New |
| River Street Advisors LLC | 1,743 | $666.6K | 0.71% | +1,743 | New |
| Ibex Wealth Advisors | 1,741 | $666.0K | 0.15% | +15+0.9% | Added |
| Diligent Investors, LLC | 1,738 | $664.6K | 0.22% | +3+0.2% | Added |
| Park Place Capital Corp | 1,733 | $663.0K | 0.19% | +1,733 | New |
| Hexagon Capital Partners LLC | 1,733 | $662.8K | 0.19% | +2+0.1% | Added |
| Navalign, LLC | 1,731 | $662.0K | 0.27% | −339−16.4% | Reduced |
| Awm Capital, LLC | 1,729 | $661.2K | 0.22% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,728 | $660.9K | 0.34% | +58+3.5% | Added |
| Northwest Investment Counselors, LLC | 1,727 | $660.6K | 0.19% | +393+29.5% | Added |
| Wharton Business Group, LLC | 1,725 | $660.0K | 0.04% | −1,177−40.6% | Reduced |
| Socha Financial Group, LLC | 1,725 | $659.7K | 0.47% | +1,062+160.2% | Added |
| ONE Advisory Partners, LLC | 1,721 | $658.2K | 0.42% | +249+16.9% | Added |
| Jacobsen Capital Management | 1,718 | $657.0K | 0.35% | +1,718 | New |
| Beaton Management Co. Inc. | 1,714 | $655.0K | 0.44% | +275+19.1% | Added |
| Powers Advisory Group, LLC | 1,707 | $652.9K | 0.48% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 1,704 | $652.0K | 0.38% | +3+0.2% | Added |
| Financial Management Network Inc | 1,697 | $651.3K | 0.29% | +51+3.1% | Added |
| Passive Capital Management, LLC. | 1,699 | $649.7K | 0.30% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,695 | $648.3K | 0.20% | −95−5.3% | Reduced |
| HTG Investment Advisors, Inc. | 1,693 | $647.5K | 0.66% | +1,693 | New |
| Concord Wealth Partners | 1,693 | $647.3K | 0.19% | −21−1.2% | Reduced |
| Diversified, LLC | 1,692 | $646.9K | 0.25% | +808+91.4% | Added |
| Fort Pitt Capital Group, LLC | 1,689 | $646.1K | 0.03% | +9+0.5% | Added |
| Hedeker Wealth, LLC | 1,689 | $645.9K | 0.24% | +1,095+184.3% | Added |
| Steward Financial Group LLC | 1,685 | $644.0K | 0.32% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 1,680 | $642.4K | 0.41% | +1,680 | New |
| FSB Premier Wealth Management, Inc. | 1,675 | $640.6K | 0.35% | −100−5.6% | Reduced |
| Exeter Financial, LLC | 1,675 | $640.5K | 0.33% | +154+10.1% | Added |
| Weatherly Asset Management L. P. | 1,664 | $639.3K | 0.09% | −49−2.9% | Reduced |
| Sentinel Pension Advisors Inc | 1,668 | $637.8K | 0.20% | +7+0.4% | Added |
| Summit Investment Advisory Services, LLC | 1,666 | $637.3K | 0.77% | +1,666 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,663 | $635.8K | 0.20% | +1,663 | New |
| Advocacy Wealth Management Services, LLC | 1,659 | $634.5K | 0.08% | −1−0.1% | Reduced |
| Meeder Advisory Services, Inc. | 1,658 | $634.1K | 0.08% | +1,658 | New |
| Fca Corp | 1,654 | $632.5K | 0.25% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 1,651 | $631.3K | 0.90% | +163+11.0% | Added |
| Fidelis Capital Partners, LLC | 1,623 | $629.5K | 0.74% | +1,623 | New |
| SkyOak Wealth, LLC | 1,644 | $628.7K | 0.21% | −1,491−47.6% | Reduced |
| AllSquare Wealth Management LLC | 1,644 | $628.7K | 0.43% | 00.0% | Unchanged |