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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 73,548 | $28.1M | 1.58% | +14,232+24.0% | Added |
| Cumberland Advisors Inc | 73,350 | $28.1M | 12.15% | −67,933−48.1% | Reduced |
| Zacks Investment Management | 73,093 | $28.0M | 0.39% | +3,363+4.8% | Added |
| Prime Capital Investment Advisors, LLC | 72,976 | $27.9M | 1.06% | +40,972+128.0% | Added |
| Capital Advisors Inc | 72,902 | $27.9M | 0.79% | −614−0.8% | Reduced |
| Element Pointe Advisors, LLC | 72,758 | $27.8M | 9.93% | +44,764+159.9% | Added |
| Verdad Advisers, LP | 72,500 | $27.7M | 27.95% | +72,500 | New |
| HMS Capital Management, LLC | 72,386 | $27.7M | 18.79% | −4,389−5.7% | Reduced |
| LSP Investment Advisors, LLC | 72,200 | $27.6M | 12.15% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 71,722 | $27.4M | 1.27% | +18,493+34.7% | Added |
| Caldwell Trust Co | 71,492 | $27.3M | 3.87% | −1,997−2.7% | Reduced |
| Chanos & Co LP | 71,363 | $27.3M | 71.75% | +71,363 | New |
| Hantz Financial Services, Inc. | 71,209 | $27.2M | 0.82% | −3,514−4.7% | Reduced |
| 4Thought Financial Group Inc. | 70,793 | $27.1M | 24.39% | +8,783+14.2% | Added |
| Janney Capital Management LLC | 70,604 | $27.0M | 1.93% | −2,322−3.2% | Reduced |
| Meridian Wealth Management, LLC | 70,388 | $26.9M | 2.64% | +4,270+6.5% | Added |
| Steel Peak Wealth Management LLC | 69,771 | $26.8M | 1.98% | −4,072−5.5% | Reduced |
| Evermay Wealth Management LLC | 69,594 | $26.7M | 5.44% | −1,709−2.4% | Reduced |
| Flputnam Investment Management Co | 69,710 | $26.7M | 0.97% | −5,161−6.9% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 69,112 | $26.6M | 6.18% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 69,481 | $26.6M | 0.48% | −3,361−4.6% | Reduced |
| Advisor Resource Council | 69,456 | $26.6M | 15.78% | +1,799+2.7% | Added |
| Saiph Capital, LLC | 69,079 | $26.4M | 18.17% | −7,466−9.8% | Reduced |
| MKT Advisors LLC | 66,738 | $26.4M | 19.89% | −4,384−6.2% | Reduced |
| Strategic Equity Management | 68,403 | $26.2M | 10.03% | +41,498+154.2% | Added |
| Scharf Investments, LLC | 68,039 | $26.0M | 0.85% | +45,356+200.0% | Added |
| Seven Post Investment Office LP | 67,697 | $25.9M | 9.11% | +2,233+3.4% | Added |
| GYL Financial Synergies, LLC | 67,315 | $25.7M | 5.57% | −5,233−7.2% | Reduced |
| Taconic Capital Advisors LP | 67,300 | $25.7M | 0.94% | +67,300 | New |
| Mairs & Power Inc | 66,663 | $25.5M | 0.31% | +49,596+290.6% | Added |
| Bryn Mawr Trust Co | 66,647 | $25.5M | 1.16% | −7,110−9.6% | Reduced |
| BigSur Wealth Management LLC | 65,904 | $25.3M | 12.20% | −1,970−2.9% | Reduced |
| Clear Harbor Asset Management, LLC | 66,166 | $25.3M | 3.17% | +1,151+1.8% | Added |
| Lifestyle Asset Management, Inc. | 66,165 | $25.3M | 20.24% | +66,165 | New |
| RSM US Wealth Management LLC | 66,117 | $25.3M | 1.25% | −1,821−2.7% | Reduced |
| Lindbrook Capital, LLC | 65,776 | $25.2M | 3.10% | +22,546+52.2% | Added |
| Wealth Advisory Solutions, LLC | 65,688 | $25.1M | 6.75% | +1,686+2.6% | Added |
| Hall Kathryn A. | 65,580 | $25.1M | 10.30% | 00.0% | Unchanged |
| Birinyi Associates Inc | 65,550 | $25.1M | 12.04% | −3,080−4.5% | Reduced |
| Alberta Investment Management Corp | 65,530 | $25.1M | 0.22% | +65,530 | New |
| MMBG Investment Advisors Co. | 64,555 | $24.7M | 3.27% | −3,482−5.1% | Reduced |
| Roth Financial Partners LLC | 64,308 | $24.6M | 17.77% | −694−1.1% | Reduced |
| Inscription Capital, LLC | 64,282 | $24.6M | 8.41% | +49+0.1% | Added |
| Afg Fiduciary Services Limited Partnership | 64,278 | $24.6M | 23.13% | +349+0.5% | Added |
| Calamos Wealth Management LLC | 63,913 | $24.4M | 1.91% | +3,127+5.1% | Added |
| RIA Advisory Group LLC | 64,575 | $24.4M | 14.17% | +64,575 | New |
| Amarillo National Bank | 63,885 | $24.4M | 5.66% | −1,153−1.8% | Reduced |
| Adviser Investments LLC | 61,753 | $24.4M | 0.61% | +646+1.1% | Added |
| Axxcess Wealth Management, LLC | 63,576 | $24.3M | 2.01% | +37,047+139.6% | Added |
| First Financial Bank - Trust Division | 63,405 | $24.2M | 2.62% | +477+0.8% | Added |
| Pegasus Partners Ltd. | 63,365 | $24.2M | 3.99% | +11,789+22.9% | Added |
| Perigon Wealth Management, LLC | 63,349 | $24.2M | 1.50% | +2,998+5.0% | Added |
| North Star Investment Management Corp. | 63,338 | $24.2M | 2.15% | +1,140+1.8% | Added |
| Abbrea Capital, LLC | 63,006 | $24.2M | 4.37% | +1,212+2.0% | Added |
| Aspiriant, LLC | 63,253 | $24.2M | 1.23% | −743−1.2% | Reduced |
| Basso Capital Management, L.P. | 63,250 | $24.2M | 25.97% | +61,650+3,853.1% | Added |
| Cypress Capital, LLC | 63,224 | $24.2M | 7.58% | −978−1.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 63,200 | $24.2M | 8.56% | −1,329−2.1% | Reduced |
| First Western Trust Bank | 62,984 | $24.1M | 1.38% | −1,312−2.0% | Reduced |
| Frank, Rimerman Advisors LLC | 62,314 | $23.8M | 7.42% | −1,849−2.9% | Reduced |
| Condor Capital Management | 62,208 | $23.8M | 2.97% | −3,188−4.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 61,795 | $23.7M | 2.32% | −11,608−15.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 61,711 | $23.6M | 11.40% | −236−0.4% | Reduced |
| First Nebraska Trust Co | 61,689 | $23.6M | 3.07% | −831−1.3% | Reduced |
| State of Wyoming | 61,610 | $23.6M | 7.84% | +58,660+1,988.5% | Added |
| Arthur M. Cohen & Associates, LLC | 61,486 | $23.5M | 6.42% | −1,233−2.0% | Reduced |
| Crescent Grove Advisors, LLC | 61,137 | $23.5M | 2.44% | −64,990−51.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 61,408 | $23.5M | 0.03% | −101,447−62.3% | Reduced |
| Credit Agricole S A | 61,405 | $23.5M | 0.87% | +3,545+6.1% | Added |
| Strategic Wealth Designers | 59,897 | $23.4M | 5.42% | +10,206+20.5% | Added |
| Associated Banc-Corp | 61,311 | $23.4M | 0.98% | +2,479+4.2% | Added |
| Signaturefd, LLC | 60,962 | $23.3M | 0.68% | +863+1.4% | Added |
| MTC Wealth Management LLC | 60,888 | $23.3M | 12.38% | −623−1.0% | Reduced |
| Black Maple Capital Management LP | 60,500 | $23.1M | 37.06% | +60,500 | New |
| SFG Wealth Management, LLC. | 60,052 | $23.0M | 28.36% | +30,451+102.9% | Added |
| Schechter Investment Advisors, LLC | 60,017 | $23.0M | 2.10% | +480+0.8% | Added |
| Gendell Jeffrey L | 60,000 | $22.9M | 2.04% | +60,000 | New |
| Milestone Asset Management, LLC | 57,013 | $22.8M | 13.59% | +57,013 | New |
| Jarislowsky, Fraser Ltd | 59,603 | $22.8M | 0.15% | +13,004+27.9% | Added |
| Raymond James Trust N.A. | 59,587 | $22.8M | 0.77% | +2,946+5.2% | Added |
| Chesley Taft & Associates LLC | 59,570 | $22.8M | 1.57% | −327−0.5% | Reduced |
| Jenkins Wealth | 59,539 | $22.8M | 9.17% | +59,539 | New |
| Newbrook Capital Advisors LP | 59,400 | $22.7M | 3.97% | +25,800+76.8% | Added |
| Arete Wealth Advisors, LLC | 59,321 | $22.7M | 2.02% | +19,274+48.1% | Added |
| MKP Capital Management, L.L.C. | 59,300 | $22.7M | 3.89% | +59,300 | New |
| Johnson Financial Group, Inc. | 59,233 | $22.7M | 1.80% | +478+0.8% | Added |
| Howland Capital Management LLC | 58,805 | $22.6M | 1.39% | +604+1.0% | Added |
| Bromfield Sneider Wealth Advisors | 59,047 | $22.6M | 20.93% | +87+0.1% | Added |
| Integrated Wealth Concepts LLC | 58,837 | $22.5M | 0.61% | +668+1.1% | Added |
| IPG Investment Advisors LLC | 58,798 | $22.5M | 6.27% | +4,403+8.1% | Added |
| Edgestream Partners, L.P. | 58,574 | $22.4M | 2.52% | +48,306+470.5% | Added |
| Telemus Capital, LLC | 57,689 | $22.4M | 2.04% | +3,630+6.7% | Added |
| Welch & Forbes LLC | 58,433 | $22.3M | 0.40% | +14,419+32.8% | Added |
| Segment Wealth Management, LLC | 58,345 | $22.3M | 2.58% | +24,152+70.6% | Added |
| Anfield Capital Management, LLC | 56,203 | $22.2M | 10.85% | −18,285−24.5% | Reduced |
| Summit Financial, LLC | 57,947 | $22.2M | 2.08% | −38,600−40.0% | Reduced |
| Washburn Capital Management, Inc. | 57,388 | $21.9M | 19.97% | −2,137−3.6% | Reduced |
| Ci Investments Inc. | 57,211 | $21.9M | 0.11% | +8,795+18.2% | Added |
| Bank of the West | 57,017 | $21.8M | 2.56% | −138−0.2% | Reduced |
| Capital Wealth Planning, LLC | 56,978 | $21.8M | 0.32% | −30,140−34.6% | Reduced |