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, Q2 2022
Institutional positions in SPDR S&P 500 ETF Trust as of Jun 30, 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
- 3,099
- −4 vs. Q1 2022
- Shares held
- 549.4M
- −31.7M (−5.5%) vs. Q1 2022
- Total value
- $207.3B
- −$51.0B (−19.7%) vs. Q1 2022
- New holders
- 182
- 1,289 more added
- Sold out
- 186
- 1,254 more reduced
41 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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, Q2 2022
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oxinas Partners Wealth Management LLC | 4,909 | $1.85M | 1.41% | +606+14.1% | Added |
| McBroom & Associates, LLC | 4,917 | $1.85M | 2.02% | −238−4.6% | Reduced |
| Pavion Blue Capital, LLC | 4,916 | $1.85M | 1.25% | +220+4.7% | Added |
| Wealth Advisors, Inc. | 4,919 | $1.86M | 0.90% | +3+0.1% | Added |
| Cooper/Haims Advisors, LLC | 4,929 | $1.86M | 1.22% | +9+0.2% | Added |
| BHK Investment Advisors, LLC | 4,928 | $1.86M | 0.84% | +4,158+540.0% | Added |
| Trillium Asset Management, LLC | 4,926 | $1.86M | 0.06% | +46+0.9% | Added |
| Alerus Financial NA | 4,941 | $1.86M | 0.17% | +987+25.0% | Added |
| Parisi Gray Wealth Management | 4,943 | $1.86M | 0.97% | −4,537−47.9% | Reduced |
| Wick Capital Partners, LLC | 4,947 | $1.87M | 1.30% | −1,899−27.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,948 | $1.87M | 0.41% | 00.0% | Unchanged |
| HCR Wealth Advisors | 4,946 | $1.87M | 0.38% | +53+1.1% | Added |
| Southern Wealth Management, LLP | 4,975 | $1.88M | 0.72% | +1,224+32.6% | Added |
| Truvestments Capital LLC | 4,979 | $1.88M | 1.10% | −238−4.6% | Reduced |
| Banco BTG Pactual S.A. | 4,977 | $1.88M | 1.22% | +4,977 | New |
| Frontier Wealth Management LLC | 4,989 | $1.88M | 0.14% | −1,679−25.2% | Reduced |
| Essex Savings Bank | 4,988 | $1.88M | 0.72% | +148+3.1% | Added |
| Gemmer Asset Management LLC | 4,999 | $1.89M | 0.30% | −206−4.0% | Reduced |
| Cohanzick Management, LLC | 5,000 | $1.89M | 0.53% | +5,000 | New |
| Silver Oak Securities, Inc | 4,782 | $1.89M | 0.42% | +1,234+34.8% | Added |
| Joseph P. Lucia & Associates, LLC | 5,013 | $1.89M | 1.33% | +554+12.4% | Added |
| Monolith Advisors | 5,032 | $1.90M | 2.00% | +972+23.9% | Added |
| Baystate Wealth Management LLC | 5,038 | $1.90M | 0.18% | +217+4.5% | Added |
| Spectrum Wealth Advisory Group, LLC | 5,052 | $1.91M | 2.13% | +20.0% | Added |
| Capital City Trust Co | 5,052 | $1.91M | 0.62% | +242+5.0% | Added |
| Summit Place Financial Advisors, LLC | 5,059 | $1.91M | 1.60% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 5,069 | $1.91M | 0.75% | 00.0% | Unchanged |
| Wealthquest Corp | 5,076 | $1.91M | 0.29% | −96−1.9% | Reduced |
| Sunesis Advisors, LLC | 5,076 | $1.92M | 1.24% | −963−15.9% | Reduced |
| Ascent Wealth Partners, LLC | 5,079 | $1.92M | 0.43% | −11,655−69.6% | Reduced |
| Marks Group Wealth Management, Inc | 5,087 | $1.92M | 0.28% | −2,269−30.8% | Reduced |
| Bluestein R H & Co | 5,085 | $1.92M | 0.12% | +5+0.1% | Added |
| Noesis Capital Mangement Corp | 5,090 | $1.92M | 0.57% | −25−0.5% | Reduced |
| Inspirion Wealth Advisors, LLC | 5,088 | $1.92M | 0.42% | +15+0.3% | Added |
| Martel Wealth Advisors Inc | 5,094 | $1.92M | 0.52% | −147−2.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,080 | $1.92M | 0.17% | −319−5.9% | Reduced |
| Summit Financial Strategies, Inc. | 5,100 | $1.92M | 0.45% | −157−3.0% | Reduced |
| Leeward Financial Partners, LLC | 5,099 | $1.92M | 1.32% | −10−0.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 5,099 | $1.92M | 0.10% | +550+12.1% | Added |
| Marshall & Sullivan Inc | 5,117 | $1.93M | 1.17% | −4−0.1% | Reduced |
| GFI Investment Counsel Ltd. | 5,121 | $1.93M | 0.30% | +5,121 | New |
| Consolidated Planning Corp | 5,125 | $1.93M | 0.60% | +913+21.7% | Added |
| Epiq Partners, LLC | 5,139 | $1.94M | 1.19% | −300−5.5% | Reduced |
| Merriman Wealth Management, LLC | 5,132 | $1.94M | 0.14% | −25,346−83.2% | Reduced |
| Pentwater Capital Management LP | 5,150 | $1.94M | 0.03% | −25,000−82.9% | Reduced |
| Triton Wealth Management, PLLC | 4,749 | $1.95M | 1.37% | −2,450−34.0% | Reduced |
| Selway Asset Management | 5,157 | $1.95M | 1.08% | +1,157+28.9% | Added |
| Sky Investment Group LLC | 5,162 | $1.95M | 0.47% | +365+7.6% | Added |
| Mathes Company, Inc. | 5,163 | $1.95M | 0.95% | +13+0.3% | Added |
| USAdvisors Wealth Management, LLC | 5,162 | $1.95M | 0.98% | +364+7.6% | Added |
| Asset Management Corp | 5,164 | $1.95M | 1.46% | +890+20.8% | Added |
| Claret Asset Management Corp | 5,170 | $1.95M | 0.42% | −3−0.1% | Reduced |
| Financial Advisors Network, Inc. | 5,171 | $1.95M | 0.55% | −33−0.6% | Reduced |
| Baldwin Brothers Inc | 5,176 | $1.95M | 0.25% | −1,142−18.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 5,211 | $1.97M | 0.88% | −2,003−27.8% | Reduced |
| Marcum Wealth, LLC | 5,222 | $1.97M | 0.29% | +143+2.8% | Added |
| Abacus Wealth Partners, LLC | 5,224 | $1.97M | 1.02% | −348−6.2% | Reduced |
| Duncker Streett & Co Inc | 5,244 | $1.98M | 0.47% | −127−2.4% | Reduced |
| Ballast Advisors LLC | 5,245 | $1.98M | 0.89% | −10.0% | Reduced |
| Asset Management Group, Inc. | 5,254 | $1.98M | 0.48% | +17+0.3% | Added |
| Ulrich Consultants & Investment Group, LLC | 5,261 | $1.99M | 1.09% | +5,261 | New |
| Eldridge Investment Advisors, Inc. | 5,270 | $1.99M | 0.75% | −119−2.2% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 5,288 | $2.00M | 2.76% | +501+10.5% | Added |
| Delta Investment Management, LLC | 5,311 | $2.00M | 0.91% | +376+7.6% | Added |
| DFPG Investments, LLC | 5,248 | $2.00M | 0.87% | +8+0.2% | Added |
| LMCG Investments, LLC | 5,329 | $2.01M | 0.14% | −8−0.1% | Reduced |
| AlphaCore Capital LLC | 5,372 | $2.03M | 0.94% | −576−9.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 5,378 | $2.03M | 2.00% | +69+1.3% | Added |
| Advanced Asset Management Advisors Inc | 5,379 | $2.03M | 0.52% | +928+20.8% | Added |
| Truadvice, LLC | 4,907 | $2.03M | 1.07% | −2,310−32.0% | Reduced |
| Towerpoint Wealth, LLC | 5,391 | $2.03M | 1.22% | +222+4.3% | Added |
| Disciplined Investments, LLC | 5,442 | $2.05M | 0.93% | −16−0.3% | Reduced |
| High Net Worth Advisory Group LLC | 5,446 | $2.06M | 0.85% | −45−0.8% | Reduced |
| Northern Oak Wealth Management Inc | 5,454 | $2.06M | 0.29% | −53−1.0% | Reduced |
| Sittner & Nelson, LLC | 5,470 | $2.06M | 1.35% | −70−1.3% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 5,476 | $2.07M | 0.58% | +889+19.4% | Added |
| CCG Wealth Management, LLC | 5,482 | $2.07M | 1.17% | −6,688−55.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,495 | $2.07M | 0.22% | −154−2.7% | Reduced |
| Levin Capital Strategies, L.P. | 5,500 | $2.08M | 0.25% | +390+7.6% | Added |
| State of Alaska, Department of Revenue | 5,505 | $2.08M | 0.03% | +4,840+727.8% | Added |
| Sage Advisory Services, Ltd.Co. | 5,505 | $2.08M | 0.59% | −7,905−58.9% | Reduced |
| Coyle Financial Counsel LLC | 5,507 | $2.08M | 1.14% | +503+10.1% | Added |
| LaFleur & Godfrey LLC | 5,515 | $2.08M | 0.33% | +50+0.9% | Added |
| Crossvault Capital Management LLC | 5,525 | $2.08M | 0.82% | −82−1.5% | Reduced |
| Fiduciary Group LLC | 4,967 | $2.09M | 0.26% | −18−0.4% | Reduced |
| TNF LLC | 5,285 | $2.09M | 1.00% | −793−13.0% | Reduced |
| Fisher Asset Management, LLC | 5,543 | $2.09M | 0.00% | −608−9.9% | Reduced |
| Advisor Partners LLC | 5,545 | $2.09M | 0.15% | +335+6.4% | Added |
| Sequent Asset Management, LLC | 5,548 | $2.09M | 1.54% | −100−1.8% | Reduced |
| WNY Asset Management, LLC | 5,568 | $2.10M | 0.71% | −25−0.4% | Reduced |
| BNC Wealth Management, LLC | 5,578 | $2.10M | 1.10% | −100−1.8% | Reduced |
| Visionary Wealth Advisors | 5,577 | $2.10M | 0.19% | +38+0.7% | Added |
| Legacy Financial Strategies, LLC | 5,580 | $2.10M | 1.04% | −86−1.5% | Reduced |
| Silverleafe Capital Partners, LLC | 5,581 | $2.10M | 1.26% | +299+5.7% | Added |
| Oak Harbor Wealth Partners, LLC | 5,579 | $2.10M | 0.84% | +824+17.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,593 | $2.11M | 0.15% | −732−11.6% | Reduced |
| Asset Allocation & Management Company, LLC | 5,594 | $2.11M | 0.88% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 5,599 | $2.11M | 0.15% | +1,393+33.1% | Added |
| Baker Ellis Asset Management LLC | 5,640 | $2.13M | 0.44% | +12+0.2% | Added |
| Accurate Wealth Management, LLC | 5,494 | $2.13M | 1.16% | +122+2.3% | Added |