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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 5,657 | $2.13M | 0.63% | +184+3.4% | Added |
| Partners Capital Investment Group, LLP | 5,661 | $2.14M | 0.14% | −1,170−17.1% | Reduced |
| Sandy Cove Advisors, LLC | 5,673 | $2.14M | 1.94% | +381+7.2% | Added |
| Boenning & Scattergood, Inc. | 5,675 | $2.14M | 0.40% | +99+1.8% | Added |
| Toroso Investments, LLC | 5,682 | $2.14M | 0.08% | −136−2.3% | Reduced |
| Chicago Capital, LLC | 5,683 | $2.14M | 0.12% | −41−0.7% | Reduced |
| Selective Wealth Management, Inc. | 5,684 | $2.14M | 0.76% | +2,200+63.1% | Added |
| Sound View Wealth Advisors Group, LLC | 5,690 | $2.15M | 0.45% | +301+5.6% | Added |
| Financial Advisory Corp | 5,707 | $2.15M | 1.45% | −1,064−15.7% | Reduced |
| BEAM Asset Management, LLC | 5,720 | $2.16M | 2.40% | −36−0.6% | Reduced |
| Upper Left Wealth Management, LLC | 48,744 | $2.16M | 2.59% | −4,396−8.3% | Reduced |
| Libra Wealth LLC | 5,734 | $2.16M | 1.55% | −43−0.7% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 5,735 | $2.16M | 0.48% | +114+2.0% | Added |
| Provence Wealth Management Group | 5,775 | $2.18M | 2.86% | +967+20.1% | Added |
| Harbour Capital Advisors, LLC | 5,779 | $2.18M | 0.71% | +40+0.7% | Added |
| Raleigh Capital Management Inc. | 5,790 | $2.18M | 1.24% | −4,808−45.4% | Reduced |
| TrinityPoint Wealth, LLC | 5,788 | $2.18M | 0.48% | +819+16.5% | Added |
| WESCAP Management Group, Inc. | 5,799 | $2.19M | 0.75% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 5,824 | $2.20M | 0.22% | +169+3.0% | Added |
| Harvest Investment Services, LLC | 5,853 | $2.21M | 1.69% | −6,864−54.0% | Reduced |
| Index Fund Advisors, Inc. | 5,865 | $2.21M | 0.17% | −714−10.9% | Reduced |
| Nelson Capital Management, LLC | 5,886 | $2.22M | 0.61% | −55−0.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,888 | $2.22M | 0.28% | −4−0.1% | Reduced |
| Fairhaven Wealth Management, LLC | 5,891 | $2.22M | 1.04% | +141+2.5% | Added |
| Omnia Family Wealth, LLC | 5,873 | $2.22M | 1.64% | +1,406+31.5% | Added |
| Financial Perspectives, Inc | 5,916 | $2.23M | 1.26% | +13+0.2% | Added |
| Tyler-Stone Wealth Management | 5,930 | $2.24M | 1.49% | −122−2.0% | Reduced |
| Capstone Financial Advisors, Inc. | 5,933 | $2.24M | 0.19% | −71−1.2% | Reduced |
| Denver Wealth Management, Inc. | 5,944 | $2.24M | 2.34% | +5,944 | New |
| Blankinship & Foster, LLC | 5,950 | $2.24M | 1.04% | −30−0.5% | Reduced |
| Inverness Counsel LLC | – | $2.24M | 0.13% | – | – |
| Occidental Asset Management, LLC | 5,950 | $2.25M | 0.67% | −4,681−44.0% | Reduced |
| W Advisors, LLC | 5,951 | $2.25M | 1.94% | −49−0.8% | Reduced |
| Alta Capital Management LLC | 5,969 | $2.25M | 0.17% | +4,377+274.9% | Added |
| Cohen Lawrence B | 5,979 | $2.26M | 1.61% | −50−0.8% | Reduced |
| Silicon Hills Wealth Management, LLC | 5,982 | $2.26M | 1.65% | −5,331−47.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,985 | $2.26M | 0.88% | −3−0.1% | Reduced |
| Tiemann Investment Advisors, LLC | 5,987 | $2.26M | 1.21% | +2,500+71.7% | Added |
| Jackson Square Capital, LLC | 5,997 | $2.26M | 0.96% | −152−2.5% | Reduced |
| MYDA Advisors LLC | 6,000 | $2.26M | 0.93% | −12,000−66.7% | Reduced |
| Revolve Wealth Partners, LLC | 6,037 | $2.28M | 0.75% | +686+12.8% | Added |
| JSF Financial, LLC | 6,040 | $2.28M | 1.03% | +1,384+29.7% | Added |
| Means Investment Co., Inc. | 6,085 | $2.30M | 0.49% | −28−0.5% | Reduced |
| Sassicaia Capital Advisers LLC | 6,100 | $2.30M | 14.32% | −905−12.9% | Reduced |
| Picton Mahoney Asset Management | 6,100 | $2.30M | 0.10% | +110+1.8% | Added |
| Tompkins Financial Corp | 6,105 | $2.30M | 0.37% | +19+0.3% | Added |
| Signet Financial Management, LLC | 6,118 | $2.31M | 0.44% | +290+5.0% | Added |
| City Holding Co | 6,132 | $2.31M | 0.44% | −111−1.8% | Reduced |
| Rollins Financial | 6,135 | $2.31M | 0.81% | +1,079+21.3% | Added |
| Fagan Associates, Inc. | 6,150 | $2.32M | 0.62% | +10.0% | Added |
| LWS Wealth Advisors, Inc. | 6,170 | $2.33M | 1.10% | +1,135+22.5% | Added |
| Lehman & Derafelo Financial Resources LLC | 6,150 | $2.33M | 0.72% | +33+0.5% | Added |
| North Star Asset Management Inc | 6,188 | $2.33M | 0.15% | −96−1.5% | Reduced |
| Toth Financial Advisory Corp | 6,187 | $2.33M | 0.41% | +1,811+41.4% | Added |
| Cadinha & Co LLC | 6,202 | $2.34M | 0.52% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 6,214 | $2.34M | 0.42% | −60−1.0% | Reduced |
| Bellecapital International Ltd. | 6,253 | $2.36M | 0.66% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 6,274 | $2.37M | 0.74% | +850+15.7% | Added |
| Sterling Investment Counsel, LLC | 6,280 | $2.37M | 1.81% | −10−0.2% | Reduced |
| Waters Parkerson & Co., LLC | 6,281 | $2.37M | 0.15% | +70+1.1% | Added |
| Weil Company, Inc. | 6,282 | $2.37M | 1.33% | +4,442+241.4% | Added |
| Capital Asset Advisory Services LLC | 6,262 | $2.37M | 0.26% | −2,374−27.5% | Reduced |
| Formidable Asset Management, LLC | 6,270 | $2.38M | 0.54% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 6,312 | $2.38M | 0.25% | −181−2.8% | Reduced |
| Willis Johnson & Associates, Inc. | 6,317 | $2.38M | 0.33% | +108+1.7% | Added |
| Aldebaran Financial Inc. | 6,357 | $2.39M | 2.64% | +10+0.2% | Added |
| East Coast Asset Management, LLC. | 6,341 | $2.39M | 1.13% | 00.0% | Unchanged |
| Bray Capital Advisors | 6,351 | $2.40M | 0.71% | −47−0.7% | Reduced |
| Wealth Management Partners, LLC | 7,000 | $2.40M | 2.10% | +1,000+16.7% | Added |
| Moneda S.A. Administradora General de Fondos | 6,358 | $2.40M | 1.79% | +880+16.1% | Added |
| Certified Advisory Corp | 6,372 | $2.40M | 0.54% | +2,452+62.6% | Added |
| Beacon Financial Advisory LLC | 6,378 | $2.41M | 1.37% | −199−3.0% | Reduced |
| Abacus Planning Group, Inc. | 6,379 | $2.41M | 0.71% | −30.0% | Reduced |
| Connecticut Wealth Management, LLC | 6,423 | $2.42M | 0.21% | +25+0.4% | Added |
| Highland Capital Management, LLC | 6,439 | $2.43M | 0.17% | +151+2.4% | Added |
| American State Bank (Iowa) | 6,450 | $2.43M | 1.93% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 6,459 | $2.44M | 0.26% | −693−9.7% | Reduced |
| SOL Capital Management CO | 6,459 | $2.44M | 0.49% | 00.0% | Unchanged |
| Bank Ozk | 6,468 | $2.44M | 1.23% | +26+0.4% | Added |
| Ziegler Capital Management, LLC | 6,468 | $2.44M | 0.10% | +2,225+52.4% | Added |
| Silvant Capital Management LLC | 6,445 | $2.44M | 0.59% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 6,487 | $2.45M | 0.95% | −358−5.2% | Reduced |
| Monticello Wealth Management, LLC | 6,499 | $2.45M | 0.27% | +74+1.2% | Added |
| BCM Advisors, LLC | 6,206 | $2.46M | 0.68% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 6,511 | $2.46M | 0.40% | +256+4.1% | Added |
| First PREMIER Bank | 6,511 | $2.46M | 0.73% | +1,125+20.9% | Added |
| Addenda Capital Inc. | 6,505 | $2.46M | 0.12% | +4,300+195.0% | Added |
| Tennessee Valley Asset Management Partners | 6,523 | $2.46M | 0.95% | +187+3.0% | Added |
| Carlson Capital Management | 6,560 | $2.48M | 0.22% | +85+1.3% | Added |
| Middleton & Co Inc | 6,568 | $2.48M | 0.32% | −95−1.4% | Reduced |
| Cowa, LLC | 6,570 | $2.48M | 1.43% | −41−0.6% | Reduced |
| Verus Financial Partners, Inc. | 6,231 | $2.48M | 0.36% | −3,249−34.3% | Reduced |
| Copperwynd Financial, LLC | 6,614 | $2.50M | 1.47% | −26,559−80.1% | Reduced |
| Insight Advisors, LLC | 6,079 | $2.51M | 0.85% | +88+1.5% | Added |
| Key Square Capital Management LLC | 6,660 | $2.51M | 1.75% | +5,516+482.2% | Added |
| Forbes Financial Planning, Inc. | 6,670 | $2.51M | 3.60% | −20−0.3% | Reduced |
| Goldstein Munger & Associates | 6,666 | $2.52M | 0.76% | −358−5.1% | Reduced |
| Lockerman Financial Group, Inc. | 6,691 | $2.52M | 8.06% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 6,698 | $2.53M | 1.84% | −3,977−37.3% | Reduced |
| Waterfront Wealth Inc. | 6,715 | $2.53M | 1.02% | −468−6.5% | Reduced |