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 |
|---|---|---|---|---|---|
| Zeke Capital Advisors, LLC | 105,097 | $40.2M | 2.62% | −7,293−6.5% | Reduced |
| Oppenheimer Asset Management Inc. | 104,739 | $40.1M | 0.64% | −11,927−10.2% | Reduced |
| Edgewood Management LLC | 104,491 | $40.0M | 0.14% | +23,903+29.7% | Added |
| All Terrain Financial Advisors, LLC | 104,488 | $40.0M | 20.28% | +4,914+4.9% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 103,465 | $39.6M | 1.50% | +5,483+5.6% | Added |
| D.A. Davidson & Co. | 103,276 | $39.5M | 0.47% | −3,368−3.2% | Reduced |
| Brinker Capital Investments, LLC | 102,711 | $39.3M | 0.78% | −3,449−3.2% | Reduced |
| Park Avenue Securities LLC | 101,841 | $38.9M | 0.69% | +14,636+16.8% | Added |
| Shapiro Capital Management LLC | 101,442 | $38.8M | 1.04% | +80,050+374.2% | Added |
| Beacon Pointe Advisors, LLC | 101,139 | $38.7M | 0.75% | +9,092+9.9% | Added |
| Joel Isaacson & Co., LLC | 100,928 | $38.6M | 2.97% | +11,140+12.4% | Added |
| Woodard & Co Asset Management Group Inc | 100,709 | $38.5M | 13.63% | +1,563+1.6% | Added |
| Wind River Trust Co | 100,179 | $38.3M | 18.33% | +13,683+15.8% | Added |
| Verition Fund Management LLC | 99,963 | $38.2M | 0.74% | −80,716−44.7% | Reduced |
| HM Payson & Co | 98,791 | $37.8M | 0.94% | −2,564−2.5% | Reduced |
| Financial Advocates Investment Management | 96,512 | $37.4M | 2.83% | +96,512 | New |
| Daiwa Securities Group Inc. | – | $37.2M | 0.29% | – | – |
| Proficio Capital Partners LLC | 97,224 | $37.2M | 7.04% | +6,124+6.7% | Added |
| J.W. Cole Advisors, Inc. | 97,030 | $37.1M | 2.85% | +10,092+11.6% | Added |
| Crewe Advisors LLC | 96,929 | $37.1M | 5.88% | +430.0% | Added |
| NTV Asset Management LLC | 96,905 | $37.1M | 7.28% | +3,945+4.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 96,592 | $36.9M | 1.74% | −406−0.4% | Reduced |
| Aua Capital Management, LLC | 95,958 | $36.7M | 24.92% | −6,659−6.5% | Reduced |
| Mechanics Bank Trust Department | 95,861 | $36.7M | 6.34% | +793+0.8% | Added |
| Greenhouse Wealth Management, LLC | 95,613 | $36.6M | 36.81% | +885+0.9% | Added |
| Olympus Wealth Management, LLC | 95,155 | $36.4M | 18.26% | −63,773−40.1% | Reduced |
| Aj Wealth Strategies, LLC | 94,974 | $36.3M | 1.91% | +11,760+14.1% | Added |
| Greenleaf Trust | 94,840 | $36.3M | 0.46% | +12,971+15.8% | Added |
| Merit Financial Group, LLC | 94,499 | $36.1M | 1.31% | +46,858+98.4% | Added |
| Westshore Wealth, LLC | 93,666 | $35.8M | 20.41% | +3,303+3.7% | Added |
| Integrated Advisors Network LLC | 93,569 | $35.8M | 2.31% | +2,981+3.3% | Added |
| Graypoint LLC | 93,475 | $35.7M | 4.27% | −2,085−2.2% | Reduced |
| WestEnd Advisors, LLC | 92,750 | $35.5M | 1.16% | +9,547+11.5% | Added |
| Nicholas Hoffman & Company, LLC. | 92,191 | $35.3M | 3.79% | +6,600+7.7% | Added |
| Williams Jones Wealth Management, LLC. | 92,050 | $35.2M | 0.59% | −35,778−28.0% | Reduced |
| Intercontinental Wealth Advisors, LLC | 91,696 | $35.1M | 10.43% | +10,620+13.1% | Added |
| Prio Wealth Limited Partnership | 91,012 | $34.8M | 1.40% | −1,373−1.5% | Reduced |
| SNS Financial Group, LLC | 90,262 | $34.7M | 4.71% | +584+0.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 90,470 | $34.6M | 0.29% | +49,100+118.7% | Added |
| Eos Management, L.P. | 89,950 | $34.4M | 17.40% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 89,432 | $34.2M | 36.92% | −2,920−3.2% | Reduced |
| Fluent Financial, LLC | 89,233 | $34.1M | 20.37% | −4,823−5.1% | Reduced |
| King Luther Capital Management Corp | 89,099 | $34.1M | 0.19% | +52,068+140.6% | Added |
| Cornerstone Wealth Group, LLC | 88,700 | $33.9M | 6.42% | +7,321+9.0% | Added |
| Trinity Financial Advisors LLC | 88,284 | $33.8M | 22.19% | −420−0.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 87,934 | $33.6M | 19.25% | +43,468+97.8% | Added |
| Advisors Capital Management, LLC | 87,893 | $33.6M | 0.91% | +49,917+131.4% | Added |
| Mill Creek Capital Advisors, LLC | 87,336 | $33.4M | 1.39% | +87,336 | New |
| Schroder Investment Management Group | 86,991 | $33.3M | 0.05% | −17,093−16.4% | Reduced |
| Geneos Wealth Management Inc. | 86,935 | $33.2M | 2.01% | −15,307−15.0% | Reduced |
| Daniels&Tansey,LLP | 86,870 | $33.2M | 12.72% | −1,081−1.2% | Reduced |
| Institutional & Family Asset Management, LLC | 86,434 | $33.1M | 5.54% | +17,090+24.6% | Added |
| Granite Bay Wealth Management, LLC | 86,416 | $33.0M | 21.56% | +43,702+102.3% | Added |
| Dynamic Advisor Solutions LLC | 86,365 | $33.0M | 2.26% | −4,071−4.5% | Reduced |
| CoreCap Advisors, LLC | 85,836 | $32.8M | 2.34% | +22,866+36.3% | Added |
| Two Sigma Advisers, LP | 84,903 | $32.5M | 0.09% | −331,898−79.6% | Reduced |
| Private Advisor Group, LLC | 497,320 | $32.5M | 1.63% | +16,703+3.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 84,730 | $32.4M | 0.71% | +18,820+28.6% | Added |
| Stone House Investment Management, LLC | 84,502 | $32.3M | 11.52% | +84,502 | New |
| Pinebridge Investments, L.P. | 84,310 | $32.2M | 0.39% | +2,738+3.4% | Added |
| Allie Family Office LLC | 83,883 | $32.1M | 26.45% | −25,851−23.6% | Reduced |
| J. Goldman & Co LP | 83,995 | $32.1M | 2.26% | +18,443+28.1% | Added |
| Banque Pictet & Cie SA | 83,868 | $32.1M | 0.33% | −135,078−61.7% | Reduced |
| Change Path, LLC | 83,246 | $31.8M | 1.75% | −920−1.1% | Reduced |
| Kent Ziegler | 83,158 | $31.8M | 22.40% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 82,981 | $31.7M | 9.12% | +87+0.1% | Added |
| Retirement Income Solutions, Inc | 82,841 | $31.7M | 10.06% | −2,461−2.9% | Reduced |
| Cantor Fitzgerald, L. P. | 2,357,152 | $31.5M | 0.68% | +2,342,207+15,672.2% | Added |
| National Asset Management, Inc. | 81,222 | $31.2M | 0.87% | −3,219−3.8% | Reduced |
| Sigma Planning Corp | 81,377 | $31.1M | 1.11% | −6,494−7.4% | Reduced |
| Klingenstein Fields & Co LP | 81,203 | $31.1M | 1.61% | +54,489+204.0% | Added |
| Bell Bank | 80,722 | $30.9M | 3.59% | +307+0.4% | Added |
| Lazard Asset Management LLC | 80,442 | $30.8M | 0.04% | +48,343+150.6% | Added |
| Chicago Partners Investment Group LLC | 73,938 | $30.7M | 1.88% | −1,976−2.6% | Reduced |
| Lutz Financial Services LLC | 79,986 | $30.6M | 3.76% | −865−1.1% | Reduced |
| Summit Trail Advisors, LLC | 79,562 | $30.6M | 1.36% | +21,742+37.6% | Added |
| Foundations Investment Advisors, LLC | 79,208 | $30.3M | 1.21% | +4,982+6.7% | Added |
| Boston Family Office LLC | 79,145 | $30.3M | 2.51% | +314+0.4% | Added |
| Choate Investment Advisors | 79,091 | $30.2M | 1.82% | +11,251+16.6% | Added |
| Advisory Services Network, LLC | 78,990 | $30.2M | 0.93% | +9,779+14.1% | Added |
| Atalanta Sosnoff Capital, LLC | 78,973 | $30.2M | 0.93% | −8,262−9.5% | Reduced |
| Victory Capital Management Inc | 78,721 | $30.1M | 0.03% | +487+0.6% | Added |
| Kennicott Capital Management LLC | 78,691 | $30.1M | 22.99% | +44,802+132.2% | Added |
| Federation des caisses Desjardins du Quebec | 78,613 | $30.1M | 0.36% | −2,259−2.8% | Reduced |
| American Asset Management Inc. | 78,226 | $29.9M | 34.46% | −2,412−3.0% | Reduced |
| Wealthcare Advisory Partners LLC | 77,463 | $29.6M | 1.42% | −716−0.9% | Reduced |
| Argent Trust Co | 77,364 | $29.6M | 1.96% | +552+0.7% | Added |
| YorkBridge Wealth Partners, LLC | 76,978 | $29.4M | 7.47% | +955+1.3% | Added |
| Amundi | 74,231 | $29.4M | 0.02% | −6,213−7.7% | Reduced |
| V Wealth Advisors LLC | 76,283 | $29.2M | 6.06% | +16,449+27.5% | Added |
| Meritage Group LP | 76,095 | $29.1M | 1.00% | +27,337+56.1% | Added |
| Crestwood Advisors Group LLC | 75,805 | $29.0M | 0.99% | −1,378−1.8% | Reduced |
| Oppenheimer & Co Inc | 75,795 | $29.0M | 0.66% | +10,700+16.4% | Added |
| IFG Advisory, LLC | 75,743 | $29.0M | 2.88% | −55,018−42.1% | Reduced |
| Payden & Rygel | 75,197 | $28.8M | 1.53% | −230−0.3% | Reduced |
| Capital Group Private Client Services, Inc. | 74,980 | $28.7M | 0.36% | +49,010+188.7% | Added |
| Wetherby Asset Management Inc | 74,895 | $28.6M | 1.84% | −4,442−5.6% | Reduced |
| StrategIQ Financial Group, LLC | 74,740 | $28.6M | 3.31% | +2,770+3.8% | Added |
| Vantage Financial Partners Ltd., Inc. | 74,356 | $28.4M | 16.35% | +1,340+1.8% | Added |
| NewSquare Capital LLC | 74,186 | $28.4M | 3.54% | −3,856−4.9% | Reduced |