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 |
|---|---|---|---|---|---|
| Atlas Financial Advisors, Inc. | 44,326 | $17.0M | 23.35% | +44,326 | New |
| Texas Capital Bank Wealth Management Services Inc | 44,312 | $16.9M | 2.06% | −2,035−4.4% | Reduced |
| Equitec Proprietary Markets, LLC | 44,202 | $16.9M | 9.91% | −32,100−42.1% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 43,133 | $16.9M | 9.75% | −450−1.0% | Reduced |
| Comerica Securities,inc. | 43,940 | $16.9M | 1.21% | +314+0.7% | Added |
| Point72 Asset Management, L.P. | 44,000 | $16.8M | 0.06% | −23,971−35.3% | Reduced |
| Source Financial Advisors LLC | 43,993 | $16.8M | 6.32% | +1,128+2.6% | Added |
| Smith, Salley & Associates | 43,806 | $16.8M | 1.43% | +15,899+57.0% | Added |
| BancorpSouth Bank | 43,752 | $16.7M | 1.55% | +29,010+196.8% | Added |
| Petrus Trust Company, LTA | 43,486 | $16.6M | 2.11% | +39,125+897.2% | Added |
| Regal Investment Advisors LLC | 43,349 | $16.6M | 1.61% | −575−1.3% | Reduced |
| Symmetry Investments LP | 43,335 | $16.6M | 8.06% | −37,488−46.4% | Reduced |
| Corsair Capital Management, L.P. | 43,296 | $16.6M | 6.25% | +5,883+15.7% | Added |
| Roble, Belko & Company, Inc | 43,273 | $16.5M | 3.52% | −109−0.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 42,709 | $16.3M | 1.45% | −1,403−3.2% | Reduced |
| Youngs Advisory Group, Inc. | 42,618 | $16.3M | 9.62% | +539+1.3% | Added |
| Central Bank & Trust Co | 42,615 | $16.3M | 3.08% | −377−0.9% | Reduced |
| Flagship Harbor Advisors, LLC | 42,602 | $16.3M | 1.67% | +15,756+58.7% | Added |
| Vivaldi Capital Management, LLC | 41,916 | $16.3M | 4.03% | −459−1.1% | Reduced |
| ASB Consultores, LLC | 42,322 | $16.2M | 6.69% | −46,795−52.5% | Reduced |
| Intrust Bank NA | 42,298 | $16.2M | 2.24% | −159−0.4% | Reduced |
| Diversified Portfolios, Inc. | 42,282 | $16.2M | 3.71% | +2,167+5.4% | Added |
| Granite FO LLC | 39,609 | $16.1M | 12.44% | +39,609 | New |
| KCM Investment Advisors LLC | 42,193 | $16.1M | 0.69% | +1,401+3.4% | Added |
| Measured Wealth Private Client Group, LLC | 42,165 | $16.1M | 6.64% | −5,973−12.4% | Reduced |
| Great Valley Advisor Group, Inc. | 42,099 | $16.1M | 0.82% | +6,811+19.3% | Added |
| Pettyjohn, Wood & White, Inc | 41,915 | $16.0M | 4.00% | −528−1.2% | Reduced |
| Sequoia Financial Advisors, LLC | 41,818 | $16.0M | 0.39% | +2,583+6.6% | Added |
| Delta Financial Advisors LLC | 41,744 | $16.0M | 7.74% | −22−0.1% | Reduced |
| 1607 Capital Partners, LLC | 41,695 | $15.9M | 1.09% | −12,200−22.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 41,617 | $15.9M | 1.17% | +4,828+13.1% | Added |
| Angeles Wealth Management, LLC | 41,535 | $15.9M | 2.78% | −6,679−13.9% | Reduced |
| Ameritas Investment Partners, Inc. | 40,050 | $15.9M | 0.64% | +11,028+38.0% | Added |
| Kovack Advisors, Inc. | 41,463 | $15.9M | 2.32% | −1,219−2.9% | Reduced |
| SimpliFi, Inc. | 41,408 | $15.8M | 8.26% | −1,595−3.7% | Reduced |
| GFS Advisors, LLC | 41,145 | $15.7M | 3.54% | +1,379+3.5% | Added |
| Prospera Financial Services Inc | 41,124 | $15.7M | 0.79% | −4,288−9.4% | Reduced |
| Cavalier Investments, LLC | 41,008 | $15.7M | 5.63% | +422+1.0% | Added |
| Seeyond | 41,000 | $15.7M | 1.52% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 40,895 | $15.6M | 0.44% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 40,707 | $15.6M | 1.54% | −18,550−31.3% | Reduced |
| Palisades Hudson Asset Management, L.P. | 40,307 | $15.4M | 8.50% | +359+0.9% | Added |
| Fiduciary Alliance LLC | 40,040 | $15.3M | 3.96% | +40,040 | New |
| Alight Capital Management LP | 40,000 | $15.3M | 16.30% | −5,000−11.1% | Reduced |
| South Dakota Investment Council | 39,965 | $15.3M | 0.34% | +39,965 | New |
| SEI Investments Co | 39,958 | $15.3M | 0.03% | −2,154−5.1% | Reduced |
| Savant Capital, LLC | 40,169 | $15.3M | 0.37% | −1,494−3.6% | Reduced |
| Sachem Head Capital Management LP | 39,800 | $15.2M | 0.59% | +16,500+70.8% | Added |
| Verger Capital Management LLC | 39,436 | $15.1M | 8.46% | +2,110+5.7% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 39,400 | $15.1M | 0.01% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 39,276 | $15.0M | 14.64% | −323−0.8% | Reduced |
| Sovereign Financial Group, Inc. | 39,250 | $15.0M | 5.91% | −105−0.3% | Reduced |
| Snowden Capital Advisors LLC | 39,212 | $15.0M | 0.63% | −8,347−17.6% | Reduced |
| First International Bank & Trust | 39,199 | $15.0M | 5.11% | +1,078+2.8% | Added |
| Personal Capital Advisors Corp | 39,198 | $15.0M | 0.07% | +8,147+26.2% | Added |
| Baron Financial Group, LLC | 39,042 | $14.9M | 9.90% | +1,468+3.9% | Added |
| Tikvah Management LLC | 38,994 | $14.9M | 7.12% | 00.0% | Unchanged |
| LCM Capital Management Inc | 38,866 | $14.9M | 14.47% | −957−2.4% | Reduced |
| Massmutual Trust Co FSB | 38,858 | $14.9M | 0.61% | +23,073+146.2% | Added |
| Curated Wealth Partners LLC | 38,785 | $14.8M | 3.60% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 38,758 | $14.8M | 8.05% | −1,192−3.0% | Reduced |
| Brickley Wealth Management | 38,695 | $14.8M | 4.40% | 00.0% | Unchanged |
| Romano Brothers and Company | 38,618 | $14.8M | 2.24% | +293+0.8% | Added |
| Koshinski Asset Management, Inc. | 38,569 | $14.7M | 1.43% | −758−1.9% | Reduced |
| Moran Wealth Management, LLC | 38,528 | $14.7M | 0.56% | +38,528 | New |
| Madrona Financial Services, LLC | 38,259 | $14.6M | 8.37% | +321+0.8% | Added |
| Cooper Financial Group | 38,214 | $14.6M | 4.46% | +35,178+1,158.7% | Added |
| Alta Capital Management LLC | 38,164 | $14.6M | 1.12% | +33,280+681.4% | Added |
| Partners Capital Investment Group, LLP | 38,140 | $14.6M | 0.70% | +21,938+135.4% | Added |
| Claybrook Capital, LLC | 38,104 | $14.6M | 8.95% | +625+1.7% | Added |
| Smith Anglin Financial, LLC | 37,936 | $14.5M | 2.74% | +232+0.6% | Added |
| Financial Services Advisory Inc | 37,778 | $14.4M | 9.33% | +36,796+3,747.0% | Added |
| Blueshift Asset Management, LLC | 37,591 | $14.4M | 6.67% | +37,591 | New |
| Albion Financial Group | 37,570 | $14.4M | 1.39% | −864−2.2% | Reduced |
| Guardian Wealth Advisors, LLC | 37,543 | $14.4M | 12.75% | +665+1.8% | Added |
| G&S Capital LLC | 37,490 | $14.3M | 6.35% | +299+0.8% | Added |
| Strategic Advisors LLC | 37,423 | $14.3M | 3.19% | −541−1.4% | Reduced |
| Parallel Advisors, LLC | 37,312 | $14.3M | 0.62% | −2,274−5.7% | Reduced |
| Wealthfront Advisers LLC | 37,264 | $14.3M | 0.07% | +10,784+40.7% | Added |
| Cobblestone Capital Advisors LLC | 37,249 | $14.2M | 1.09% | −252−0.7% | Reduced |
| Leavell Investment Management, Inc. | 37,075 | $14.2M | 1.07% | +483+1.3% | Added |
| Aprio Wealth Management, LLC | 37,233 | $14.2M | 5.01% | −12,797−25.6% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 37,201 | $14.2M | 13.41% | +1,118+3.1% | Added |
| Midwest Professional Planners, LTD. | 37,099 | $14.2M | 7.85% | −9,113−19.7% | Reduced |
| Amussen Hunsaker Associates LLC | 37,057 | $14.2M | 3.92% | +33,384+908.9% | Added |
| Wellspring Financial Advisors, LLC | 37,003 | $14.2M | 4.71% | −564−1.5% | Reduced |
| First Manhattan Co | 36,981 | $14.1M | 0.05% | −180.0% | Reduced |
| Global Trust Asset Management, LLC | 36,820 | $14.1M | 7.11% | +1,481+4.2% | Added |
| CAPROCK Group, Inc. | 36,614 | $14.1M | 1.31% | +16,441+81.5% | Added |
| Focus Financial Network, Inc. | 36,571 | $14.1M | 1.14% | +1,678+4.8% | Added |
| AdvisorNet Financial, Inc | 36,613 | $14.0M | 1.38% | +2,863+8.5% | Added |
| ExodusPoint Capital Management, LP | 36,543 | $14.0M | 0.22% | −39,554−52.0% | Reduced |
| LifeSteps Financial, Inc. | 36,455 | $13.9M | 14.52% | −1,166−3.1% | Reduced |
| Sowell Financial Services LLC | 36,196 | $13.9M | 0.90% | +4,957+15.9% | Added |
| Prudential PLC | 36,040 | $13.8M | 0.17% | +33,245+1,189.4% | Added |
| Exencial Wealth Advisors, LLC | 36,016 | $13.8M | 0.75% | −8,919−19.8% | Reduced |
| BLB&B Advisors, LLC | 35,782 | $13.7M | 1.06% | +154+0.4% | Added |
| BKD Wealth Advisors, LLC | 35,749 | $13.7M | 0.48% | +699+2.0% | Added |
| TKG Advisors, LLC | 35,694 | $13.7M | 8.99% | −1,239−3.4% | Reduced |
| One Capital Management, LLC | 35,659 | $13.6M | 0.73% | +20,017+128.0% | Added |