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 |
|---|---|---|---|---|---|
| LifeGuide Financial Advisors, LLC | 1,640 | $627.2K | 0.54% | −54−3.2% | Reduced |
| Worth Financial Advisory Group, LLC | 1,637 | $626.0K | 0.73% | +1,637 | New |
| PFG Private Wealth Management, LLC | 1,638 | $626.0K | 0.39% | −14−0.8% | Reduced |
| Academy Capital Management Inc | 1,633 | $624.5K | 0.13% | +1,633 | New |
| Autus Asset Management, LLC | 1,627 | $622.4K | 0.11% | −2−0.1% | Reduced |
| Diversified Investment Strategies, LLC | 1,619 | $619.2K | 0.48% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 1,618 | $618.8K | 0.64% | −79−4.7% | Reduced |
| Seaside Wealth Management, Inc. | 1,616 | $617.9K | 0.41% | −32−1.9% | Reduced |
| CVA Family Office, LLC | 1,615 | $617.7K | 0.15% | −189−10.5% | Reduced |
| Maripau Wealth Management LLC | 1,589 | $617.5K | 0.64% | +167+11.7% | Added |
| Cladis Investment Advisory, LLC | 1,613 | $616.9K | 0.61% | +265+19.7% | Added |
| JFG Wealth Management, LLC | 1,612 | $616.5K | 0.20% | −14−0.9% | Reduced |
| Roof Eidam & Maycock | 1,611 | $616.1K | 0.22% | −6,412−79.9% | Reduced |
| Independent Investors Inc | 1,611 | $616.1K | 0.17% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,609 | $615.4K | 0.31% | +39+2.5% | Added |
| Palogic Value Management, L.P. | 1,598 | $611.1K | 0.32% | +1,598 | New |
| Altrius Capital Management Inc | 1,596 | $610.6K | 0.19% | −178−10.0% | Reduced |
| American Financial Advisors, LLC | 1,597 | $610.6K | 0.10% | −487−23.4% | Reduced |
| Main Street Research LLC | 1,587 | $610.2K | 0.15% | −296−15.7% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 1,587 | $607.0K | 0.00% | +316+24.9% | Added |
| Wiser Wealth Management, Inc | 1,584 | $605.8K | 0.28% | +140+9.7% | Added |
| TFC Financial Management | 1,582 | $605.2K | 0.17% | +3+0.2% | Added |
| Cornerstone Management, Inc. | 1,570 | $600.4K | 0.17% | −1,017−39.3% | Reduced |
| Global Assets Advisory, LLC | 1,569 | $599.9K | 0.63% | −3,987−71.8% | Reduced |
| Hixon Zuercher, LLC | 1,565 | $598.5K | 0.37% | +1,565 | New |
| Aufman Associates Inc | 1,560 | $596.6K | 0.55% | +21+1.4% | Added |
| Encompass Wealth Advisors, LLC | 1,559 | $596.2K | 0.22% | −75−4.6% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,554 | $594.3K | 0.62% | 00.0% | Unchanged |
| Family Capital Trust Co | 1,554 | $594.3K | 0.24% | −12−0.8% | Reduced |
| Charles Schwab Trust Co | 1,551 | $593.1K | 0.08% | +21+1.4% | Added |
| Hyperion Capital Advisors LP | 1,549 | $592.4K | 0.29% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 1,548 | $592.0K | 0.13% | −6−0.4% | Reduced |
| Abner Herrman & Brock LLC | 1,544 | $590.0K | 0.09% | −206−11.8% | Reduced |
| Buckhead Capital Management LLC | 1,539 | $588.6K | 0.14% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 1,539 | $588.5K | 0.52% | +763+98.3% | Added |
| Butensky & Cohen Financial Security, Inc | 1,536 | $587.4K | 0.22% | −14−0.9% | Reduced |
| Advisory Research Inc | 1,535 | $587.0K | 0.06% | −277−15.3% | Reduced |
| My Purposeful Wealth Corp. | 1,534 | $586.5K | 0.52% | +1,534 | New |
| Traphagen Investment Advisors LLC | 1,769 | $586.2K | 0.09% | +2+0.1% | Added |
| Full Sail Capital, LLC | 1,529 | $584.7K | 0.06% | −264−14.7% | Reduced |
| WFA of San Diego, LLC | 1,519 | $580.9K | 0.44% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 1,516 | $579.8K | 0.42% | +1,516 | New |
| Cypress Asset Management Inc | 1,450 | $579.4K | 0.21% | −177−10.9% | Reduced |
| Quarry Hill Advisors, LLC | 1,511 | $577.9K | 0.58% | +1,511 | New |
| KWMG, LLC | 1,508 | $576.8K | 0.08% | +225+17.5% | Added |
| Doheny Asset Management | 1,500 | $574.0K | 0.67% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,498 | $572.9K | 0.15% | 00.0% | Unchanged |
| First National Bank of South Miami | 1,490 | $570.0K | 0.43% | +109+7.9% | Added |
| Secure Asset Management, LLC | 1,486 | $568.3K | 0.20% | +192+14.8% | Added |
| Waypoint Wealth Partners Inc. | 1,482 | $566.8K | 0.22% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 1,480 | $566.1K | 0.10% | +642+76.6% | Added |
| Fenimore Asset Management Inc | 1,477 | $565.0K | 0.02% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,426 | $564.0K | 0.30% | +1,426 | New |
| Tandem Investment Advisors, Inc. | 1,473 | $563.0K | 0.03% | −78−5.0% | Reduced |
| Schwab Charitable Fund | 1,471 | $562.6K | 0.09% | −373−20.2% | Reduced |
| Integrity Advisory, LLC | 1,470 | $562.2K | 0.51% | −849−36.6% | Reduced |
| Aberdeen Wealth Management LLC | 1,470 | $562.2K | 0.42% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 1,467 | $561.0K | 0.25% | +38+2.7% | Added |
| Wolff Financial Management LLC | 1,467 | $561.0K | 0.21% | +2+0.1% | Added |
| Key Financial Inc | 1,568 | $559.9K | 0.26% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 1,464 | $559.9K | 0.65% | 00.0% | Unchanged |
| Trellis Wealth Advisors LLC | 1,455 | $556.4K | 0.48% | +1,455 | New |
| Shufro Rose & Co LLC | 1,454 | $556.2K | 0.05% | +72+5.2% | Added |
| JT Stratford LLC | 1,454 | $556.1K | 0.18% | +1,454 | New |
| Pacific Wealth Strategies Group, Inc. | 1,451 | $555.0K | 0.74% | +695+91.9% | Added |
| Fortress Wealth Management, Inc. | 1,451 | $554.8K | 0.46% | +5+0.3% | Added |
| Lindenwold Advisors | 1,450 | $554.5K | 0.37% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 1,443 | $552.0K | 0.23% | +813+129.0% | Added |
| Wallace Advisory Group, LLC | 1,443 | $551.9K | 0.44% | +1,443 | New |
| Stony Point Wealth Management Inc. | 1,441 | $551.2K | 0.30% | −5−0.3% | Reduced |
| Falcon Wealth Planning | 1,436 | $549.2K | 0.16% | −1,450−50.2% | Reduced |
| Indie Asset Partners, LLC | 1,432 | $547.6K | 0.60% | −25−1.7% | Reduced |
| Am Investment Strategies LLC | 1,431 | $547.0K | 0.20% | +260+22.2% | Added |
| Affinity Investment Advisors, LLC | 1,429 | $546.5K | 0.25% | +1,429 | New |
| HighMark Wealth Management LLC | 1,428 | $546.0K | 0.41% | −167−10.5% | Reduced |
| MainStreet Investment Advisors LLC | 1,427 | $545.7K | 0.06% | −501−26.0% | Reduced |
| Newton One Investments LLC | 1,418 | $542.3K | 0.35% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,408 | $541.6K | 0.10% | −779−35.6% | Reduced |
| Smith & Howard Wealth Management, LLC | 1,409 | $538.8K | 0.21% | −3,060−68.5% | Reduced |
| Finer Wealth Management, Inc. | 1,405 | $537.5K | 0.50% | +17+1.2% | Added |
| X-Square Capital, LLC | 1,402 | $536.0K | 0.31% | +20+1.4% | Added |
| Platte River Wealth Advisors, LLC | 1,401 | $535.8K | 0.23% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 1,398 | $534.6K | 0.35% | +65+4.9% | Added |
| Beacon Wealthcare LLC | 1,398 | $534.5K | 0.30% | −3,412−70.9% | Reduced |
| Dentgroup LLC | 1,397 | $534.4K | 0.46% | +27+2.0% | Added |
| Frisch Financial Group, Inc. | 1,396 | $534.0K | 0.20% | +5+0.4% | Added |
| TriaGen Wealth Management LLC | 1,395 | $533.5K | 0.30% | 00.0% | Unchanged |
| Keeler & Nadler Financial Planning & Wealth Management | 1,394 | $533.0K | 0.48% | +1,394 | New |
| Reston Wealth Management LLC | 1,393 | $532.8K | 0.29% | +6+0.4% | Added |
| Birchcreek Wealth Management, LLC | 1,393 | $532.7K | 0.47% | −199−12.5% | Reduced |
| TFG Advisers LLC | 1,392 | $532.3K | 0.27% | +7+0.5% | Added |
| Capital Wealth Alliance, LLC | 1,391 | $532.1K | 0.45% | +1,391 | New |
| WealthTrust Axiom LLC | 1,390 | $531.9K | 0.19% | +56+4.2% | Added |
| Fiduciary Group LLC | 1,390 | $531.7K | 0.07% | −3,714−72.8% | Reduced |
| Horan Securities, Inc. | 1,389 | $531.1K | 0.30% | +55+4.1% | Added |
| Ritter Daniher Financial Advisory LLC | 1,383 | $528.9K | 0.25% | −105−7.1% | Reduced |
| Addison Advisors LLC | 1,380 | $527.8K | 0.32% | −883−39.0% | Reduced |
| LS Investment Advisors, LLC | 1,380 | $527.8K | 0.10% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,379 | $527.4K | 0.06% | +1,379 | New |
| Retirement Planning Group | 1,378 | $527.3K | 0.06% | −176−11.3% | Reduced |