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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 241,269 | $100.9M | 1.11% | +4,434+1.9% | Added |
| Main Management LLC | 262,030 | $100.2M | 11.55% | −11,904−4.3% | Reduced |
| Conservest Capital Advisors, Inc. | 260,597 | $99.7M | 12.65% | – | – |
| Metropolitan Life Insurance Co | 259,448 | $99.2M | 4.44% | +58,700+29.2% | Added |
| Eastern Bank | 256,789 | $98.2M | 5.24% | +14,239+5.9% | Added |
| Allworth Financial LP | 255,978 | $97.9M | 1.09% | −19,572−7.1% | Reduced |
| Minot Capital, LP | 255,505 | $97.7M | 19.61% | +120,164+88.8% | Added |
| CWM, LLC | 251,461 | $96.2M | 0.71% | +23,865+10.5% | Added |
| Simon Quick Advisors, LLC | 248,506 | $95.0M | 11.27% | +5,632+2.3% | Added |
| Alesco Advisors LLC | 247,823 | $94.8M | 3.67% | −10,205−4.0% | Reduced |
| Madison Asset Management, LLC | 245,176 | $93.8M | 1.47% | +31,539+14.8% | Added |
| EP Wealth Advisors, LLC | 244,818 | $93.6M | 1.69% | +35,651+17.0% | Added |
| Bokf, NA | 244,442 | $93.5M | 1.73% | +36,503+17.6% | Added |
| Banco Santander, S.A. | 241,497 | $92.4M | 1.37% | +3,620+1.5% | Added |
| CIBC Asset Management Inc | 235,750 | $90.2M | 0.38% | +66,960+39.7% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 233,786 | $89.9M | 7.39% | +35,050+17.6% | Added |
| FFT Wealth Management LLC | 233,781 | $89.4M | 11.47% | +1,294+0.6% | Added |
| SCS Capital Management LLC | 232,035 | $89.2M | 2.62% | −2,918−1.2% | Reduced |
| State of Wisconsin Investment Board | 232,452 | $88.9M | 0.29% | +109,769+89.5% | Added |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 232,248 | $88.8M | 4.62% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 232,204 | $88.8M | 13.12% | −4,549−1.9% | Reduced |
| West Financial Advisors, LLC | 231,548 | $88.6M | 24.72% | +8,499+3.8% | Added |
| Teramo Advisors, LLC | 230,000 | $88.0M | 56.27% | +27,600+13.6% | Added |
| Loews Corp | 230,000 | $88.0M | 0.82% | +230,000 | New |
| Welch Capital Partners LLC | 228,385 | $87.3M | 27.87% | −1,117−0.5% | Reduced |
| Stock Yards Bank & Trust Co | 228,176 | $87.3M | 3.42% | +890+0.4% | Added |
| Bank of Hawaii | 227,629 | $87.1M | 5.33% | −1,537−0.7% | Reduced |
| Manchester Capital Management LLC | 227,341 | $86.9M | 12.78% | −12,255−5.1% | Reduced |
| Vontobel Holding Ltd. | 227,248 | $86.9M | 0.88% | +26,241+13.1% | Added |
| Commerce Bank | 226,750 | $86.7M | 0.70% | +1,145+0.5% | Added |
| Performa Ltd (US), LLC | 226,532 | $86.6M | 50.04% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 224,487 | $85.9M | 0.32% | −51,686−18.7% | Reduced |
| Ballentine Partners, LLC | 223,894 | $85.6M | 2.54% | −6,526−2.8% | Reduced |
| Washington Trust Co | 222,760 | $85.2M | 3.97% | +101,169+83.2% | Added |
| Berkshire Money Management, Inc. | 222,440 | $85.1M | 13.47% | −5,480−2.4% | Reduced |
| Two Sigma Investments, LP | 219,927 | $84.1M | 0.27% | −762,211−77.6% | Reduced |
| Gofen & Glossberg LLC | 218,310 | $83.5M | 2.15% | −1,676−0.8% | Reduced |
| Lake Street Advisors Group, LLC | 218,196 | $83.4M | 5.50% | −12,537−5.4% | Reduced |
| Benin Management CORP | 217,560 | $83.2M | 33.68% | −51,862−19.2% | Reduced |
| Edge Capital Group, LLC | 217,086 | $83.0M | 5.80% | −14,476−6.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 216,699 | $82.9M | 27.15% | +980.0% | Added |
| First Horizon Advisors, Inc. | 215,539 | $82.4M | 3.04% | −1,655−0.8% | Reduced |
| Bayesian Capital Management, LP | 213,700 | $81.7M | 11.94% | +174,000+438.3% | Added |
| Shepherd Financial Partners LLC | 210,719 | $80.6M | 14.58% | +1,218+0.6% | Added |
| Greenwich Wealth Management LLC | 209,189 | $80.0M | 8.80% | −2,122−1.0% | Reduced |
| Old National Bancorp | 208,562 | $79.8M | 2.50% | +574+0.3% | Added |
| Citizens Financial Group Inc | 207,560 | $79.4M | 3.10% | +71,131+52.1% | Added |
| RBF Capital, LLC | 206,450 | $79.0M | 5.95% | +34,450+20.0% | Added |
| Cullen/Frost Bankers, Inc. | 205,782 | $78.7M | 1.50% | +24,066+13.2% | Added |
| PPSC Investment Service Corp | 205,000 | $78.4M | 25.04% | +205,000 | New |
| Stairway Partners, LLC | 203,897 | $78.0M | 11.12% | +6,306+3.2% | Added |
| Kovitz Investment Group Partners, LLC | 203,542 | $77.8M | 1.55% | +139,763+219.1% | Added |
| Allianz Asset Management GmbH | 202,960 | $77.6M | 0.17% | −77,815−27.7% | Reduced |
| Bleakley Financial Group, LLC | 202,077 | $77.3M | 2.76% | +202,077 | New |
| Atria Wealth Solutions, Inc. | 201,165 | $77.1M | 1.24% | +6,052+3.1% | Added |
| Webster Bank, N. A. | 200,154 | $76.5M | 10.35% | −7,397−3.6% | Reduced |
| Peapack Gladstone Financial Corp | 199,174 | $76.2M | 1.50% | −4,900−2.4% | Reduced |
| United Capital Financial Advisers, LLC | 197,723 | $75.6M | 0.42% | +22,279+12.7% | Added |
| Dimension Capital Management LLC | 197,600 | $75.6M | 17.62% | −4,628−2.3% | Reduced |
| Pinnacle Associates Ltd | 193,260 | $73.9M | 1.61% | −7,658−3.8% | Reduced |
| Polar Asset Management Partners Inc. | 192,000 | $73.4M | 1.05% | −1,800−0.9% | Reduced |
| Brown Brothers Harriman & Co | 191,949 | $73.4M | 0.64% | +58,031+43.3% | Added |
| Stephens Inc | 191,596 | $73.3M | 1.50% | −2,637−1.4% | Reduced |
| Curtis Advisory Group, LLC | 191,146 | $73.1M | 29.22% | +51,836+37.2% | Added |
| GenTrust, LLC | 190,091 | $73.0M | 6.52% | +7,050+3.9% | Added |
| Cetera Investment Advisers | 190,967 | $73.0M | 0.68% | +24,549+14.8% | Added |
| Beacon Capital Management, LLC | 191,224 | $73.0M | 24.84% | +63,992+50.3% | Added |
| Silicon Valley Capital Partners | 189,733 | $72.6M | 16.61% | −37,261−16.4% | Reduced |
| Csenge Advisory Group | 185,977 | $71.1M | 5.51% | +5,430+3.0% | Added |
| MCF Advisors LLC | 185,506 | $71.1M | 7.26% | −2,615−1.4% | Reduced |
| Montag A & Associates Inc | 185,013 | $71.1M | 4.76% | +2,008+1.1% | Added |
| Sargent Bickham Lagudis LLC | 185,043 | $70.8M | 5.80% | −12,506−6.3% | Reduced |
| Northeast Financial Consultants Inc | 183,369 | $70.1M | 4.74% | −57,061−23.7% | Reduced |
| Atria Investments LLC | 180,788 | $69.1M | 1.42% | −19,102−9.6% | Reduced |
| Qalhat Capital Ltd | 179,844 | $68.8M | 32.85% | −259,773−59.1% | Reduced |
| Diversified Trust Co | 179,605 | $68.7M | 2.86% | +10,419+6.2% | Added |
| Freestone Capital Holdings, LLC | 178,471 | $68.3M | 3.13% | −4,644−2.5% | Reduced |
| Strategic Point Investment Advisors, LLC | 178,253 | $68.2M | 16.40% | −1,290−0.7% | Reduced |
| First National Trust Co | 176,762 | $67.6M | 3.57% | −4,976−2.7% | Reduced |
| MBL Wealth, LLC | 176,603 | $67.5M | 12.92% | +6,720+4.0% | Added |
| Turim 21 Investimentos Ltda. | 176,097 | $67.3M | 36.77% | +26,593+17.8% | Added |
| Ramsey Quantitative Systems | 175,186 | $67.0M | 100.00% | −18,994−9.8% | Reduced |
| Connectus Wealth, LLC | 175,105 | $67.0M | 1.76% | +30,822+21.4% | Added |
| Mizuho Markets Americas LLC | 174,289 | $66.7M | 4.52% | +25,489+17.1% | Added |
| Industrial Alliance Investment Management Inc. | 173,596 | $66.4M | 1.85% | −1,188−0.7% | Reduced |
| Conning Inc. | 173,096 | $66.2M | 2.15% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 173,050 | $66.2M | 0.12% | −329,895−65.6% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 171,020 | $65.4M | 16.91% | −31,977−15.8% | Reduced |
| Equitable Holdings, Inc. | 170,370 | $65.2M | 1.13% | +863+0.5% | Added |
| Citadel Advisors LLC | 170,305 | $65.1M | 0.08% | −61,267−26.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 169,490 | $64.8M | 0.11% | −87,173−34.0% | Reduced |
| Whitford Management LLC | 169,366 | $64.8M | 41.62% | +169,366 | New |
| Rex Capital Advisors, LLC | 169,270 | $64.7M | 42.51% | −6,326−3.6% | Reduced |
| V2 Financial group LLC | 168,798 | $64.6M | 51.25% | +4,330+2.6% | Added |
| QVR LLC | 168,057 | $64.3M | 96.28% | +168,057 | New |
| M Holdings Securities, Inc. | 167,430 | $64.0M | 6.75% | −14,182−7.8% | Reduced |
| 1st Source Bank | 165,550 | $63.3M | 4.16% | +2,018+1.2% | Added |
| Wafra Inc. | 164,710 | $63.0M | 2.41% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 163,706 | $62.6M | 1.47% | −13,380−7.6% | Reduced |
| Main Management Fund Advisors LLC | 162,900 | $62.3M | 39.29% | +10,200+6.7% | Added |