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 |
|---|---|---|---|---|---|
| Summit Financial Wealth Advisors, LLC | 6,430 | $2.54M | 0.61% | +534+9.1% | Added |
| Litman Gregory Asset Management LLC | 6,745 | $2.54M | 0.37% | +6,745 | New |
| Wealth Enhancement Advisory Services, LLC | 6,552 | $2.55M | 0.04% | +1,364+26.3% | Added |
| Rossmore Private Capital | 6,775 | $2.56M | 0.44% | +738+12.2% | Added |
| Rappaport Reiches Capital Management, LLC | 6,782 | $2.56M | 1.28% | +573+9.2% | Added |
| Investment Partners, Ltd. | 6,801 | $2.57M | 1.25% | +244+3.7% | Added |
| Kelman-Lazarov, Inc. | 6,817 | $2.57M | 0.87% | −165−2.4% | Reduced |
| Pioneer Trust Bank N A | 6,829 | $2.58M | 0.83% | +310+4.8% | Added |
| DB Wealth Management Group, LLC | 6,833 | $2.58M | 1.76% | −1,037−13.2% | Reduced |
| UBP Investment Advisors SA | 6,850 | $2.58M | 1.03% | −95,587−93.3% | Reduced |
| Texas Capital Bancshares Inc | 6,841 | $2.58M | 1.95% | −105−1.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,865 | $2.59M | 1.34% | +676+10.9% | Added |
| Matrix Private Capital Group LLC | 6,842 | $2.59M | 1.48% | +118+1.8% | Added |
| TCI Wealth Advisors, Inc. | 6,892 | $2.60M | 0.40% | −402−5.5% | Reduced |
| Ameliora Wealth Management Ltd. | 6,892 | $2.60M | 3.08% | 00.0% | Unchanged |
| Madison Wealth Management | 6,895 | $2.60M | 0.63% | −39−0.6% | Reduced |
| Trinity Legacy Partners, LLC | 6,776 | $2.60M | 1.01% | +295+4.6% | Added |
| Heritage Investment Group, Inc. | 6,906 | $2.60M | 1.50% | −151−2.1% | Reduced |
| Enterprise Financial Services Corp | 6,910 | $2.61M | 0.51% | −575−7.7% | Reduced |
| Fragasso Group Inc. | 6,929 | $2.61M | 0.35% | +47+0.7% | Added |
| Signature Wealth Management Partners, LLC | 6,953 | $2.62M | 2.69% | −48−0.7% | Reduced |
| Cubic Asset Management, LLC | 6,953 | $2.62M | 0.71% | −23−0.3% | Reduced |
| Samalin Investment Counsel, LLC | 6,956 | $2.62M | 1.85% | −390−5.3% | Reduced |
| SC&H Financial Advisors, Inc. | 6,997 | $2.64M | 1.23% | −870−11.1% | Reduced |
| Pacitti Group Inc. | 7,017 | $2.65M | 2.03% | +286+4.2% | Added |
| Callan Capital, LLC | 7,027 | $2.65M | 0.41% | −122−1.7% | Reduced |
| ProVise Management Group, LLC | 7,039 | $2.65M | 0.28% | −89−1.2% | Reduced |
| Allegheny Financial Group LTD | 7,044 | $2.66M | 1.24% | +804+12.9% | Added |
| Austin Asset Management Co Inc | 7,048 | $2.66M | 0.95% | +42+0.6% | Added |
| Peak Planning Group, LLC | 7,071 | $2.67M | 2.24% | +7,071 | New |
| F&V Capital Management, LLC | 7,076 | $2.67M | 0.95% | −171−2.4% | Reduced |
| High Falls Advisors, Inc | 7,087 | $2.67M | 0.83% | −456−6.0% | Reduced |
| Edge Wealth Management LLC | 7,101 | $2.68M | 0.58% | +718+11.2% | Added |
| Wealth Alliance Advisory Group, LLC | 7,108 | $2.68M | 1.27% | +4,464+168.8% | Added |
| NWK Group, Inc. | 7,109 | $2.68M | 1.81% | −78−1.1% | Reduced |
| Boston Trust Walden Corp | 7,116 | $2.69M | 0.03% | −13−0.2% | Reduced |
| Capital Insight Partners, LLC | 7,131 | $2.69M | 0.63% | −536−7.0% | Reduced |
| Covenant Asset Management, LLC | 7,137 | $2.69M | 1.04% | +84+1.2% | Added |
| Boston Research & Management Inc | 7,148 | $2.70M | 0.87% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 7,172 | $2.71M | 1.43% | +115+1.6% | Added |
| Moreno Evelyn V | 7,210 | $2.72M | 0.63% | 00.0% | Unchanged |
| Prosperity Planning, Inc. | 7,483 | $2.72M | 1.39% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 7,222 | $2.72M | 0.21% | +7+0.1% | Added |
| Regis Management CO LLC | 7,228 | $2.73M | 0.61% | 00.0% | Unchanged |
| Plancorp, LLC | 7,229 | $2.73M | 0.17% | +1,676+30.2% | Added |
| Western Asset Management Company, LLC | 7,236 | $2.73M | 1.17% | +4,926+213.2% | Added |
| Altshuler Shaham Ltd | 7,240 | $2.73M | 0.04% | −2,638,165−99.7% | Reduced |
| M.D. Sass Investors Services, Inc. | 7,262 | $2.74M | 0.52% | +1,950+36.7% | Added |
| Colony Family Offices, LLC | 7,236 | $2.74M | 1.24% | −270−3.6% | Reduced |
| CFM Wealth Partners LLC | 7,265 | $2.74M | 0.82% | −37−0.5% | Reduced |
| Castellan Group, LLC | 7,270 | $2.74M | 2.17% | +2,513+52.8% | Added |
| Cape Cod Five Cents Savings Bank | 7,284 | $2.75M | 0.31% | +738+11.3% | Added |
| Summit Wealth & Retirement Planning, Inc. | 7,292 | $2.75M | 1.06% | +1,675+29.8% | Added |
| Naviter Wealth, LLC | 7,297 | $2.76M | 1.13% | −303−4.0% | Reduced |
| Transparent Wealth Partners LLC | 7,347 | $2.77M | 2.45% | −32,158−81.4% | Reduced |
| Vantage Investment Partners, LLC | 7,382 | $2.79M | 0.22% | +20+0.3% | Added |
| SP Asset Management | 7,395 | $2.79M | 0.36% | +1,471+24.8% | Added |
| Pasadena Private Wealth, LLC | 7,401 | $2.79M | 0.96% | −11−0.1% | Reduced |
| Fox Run Management, L.L.C. | 7,401 | $2.79M | 1.39% | +1,225+19.8% | Added |
| Valmark Advisers, Inc. | 7,421 | $2.80M | 0.05% | −180−2.4% | Reduced |
| AtlasMark Financial, Inc | 7,430 | $2.80M | 4.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7,469 | $2.82M | 0.46% | +447+6.4% | Added |
| Wunderlich Capital Managemnt | 7,482 | $2.82M | 1.65% | −641−7.9% | Reduced |
| Baldwin Investment Management, LLC | 7,510 | $2.83M | 0.97% | −525−6.5% | Reduced |
| Signature Securities Group Corporation | 7,492 | $2.83M | 1.05% | −735−8.9% | Reduced |
| Keystone Wealth Services, LLC | 7,534 | $2.84M | 1.27% | −56−0.7% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 7,554 | $2.85M | 3.10% | +194+2.6% | Added |
| Reynders McVeigh Capital Management, LLC | 7,558 | $2.85M | 0.21% | +1,619+27.3% | Added |
| Clarity Financial LLC | 7,605 | $2.87M | 0.62% | +5,427+249.2% | Added |
| Nixon Peabody Trust Co | 7,612 | $2.87M | 1.30% | −181−2.3% | Reduced |
| Weinberger Asset Management, Inc | 7,625 | $2.88M | 1.90% | +4,311+130.1% | Added |
| Loudon Investment Management, LLC | 7,638 | $2.88M | 2.16% | −85−1.1% | Reduced |
| First Heartland Consultants, Inc. | 7,652 | $2.89M | 0.45% | −2,154−22.0% | Reduced |
| Bickling Financial Services, Inc. | 7,668 | $2.89M | 1.83% | −772−9.1% | Reduced |
| Convergence Financial, LLC | 7,673 | $2.89M | 2.99% | +7,673 | New |
| Marietta Wealth Management, LLC | 7,675 | $2.90M | 0.70% | +75+1.0% | Added |
| Asset Dedication, LLC | 7,697 | $2.90M | 0.43% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7,707 | $2.91M | 1.32% | +5+0.1% | Added |
| Jmac Enterprises LLC | 7,764 | $2.93M | 0.75% | +6,072+358.9% | Added |
| Madison Wealth Partners, Inc | 7,851 | $2.96M | 1.88% | +12+0.2% | Added |
| Cohen Capital Management, Inc. | 7,855 | $2.96M | 0.61% | +10.0% | Added |
| Operose Advisors LLC | 7,863 | $2.97M | 2.09% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 7,864 | $2.97M | 2.15% | +18+0.2% | Added |
| First United Bank Trust | 7,868 | $2.97M | 1.36% | −218−2.7% | Reduced |
| Sandbox Financial Partners, LLC | 7,871 | $2.97M | 2.12% | +1,077+15.9% | Added |
| Peterson Wealth Management | 7,877 | $2.97M | 3.84% | −12,262−60.9% | Reduced |
| Montis Financial, LLC | 7,878 | $2.97M | 2.78% | +10.0% | Added |
| Cutler Group LP | 7,902 | $2.98M | 0.41% | −4,198−34.7% | Reduced |
| SL Advisors, LLC | 7,954 | $3.00M | 7.19% | −402−4.8% | Reduced |
| Long Run Wealth Advisors, LLC | 7,970 | $3.01M | 1.16% | +425+5.6% | Added |
| Laraway Financial Inc | 7,980 | $3.01M | 3.20% | +1,730+27.7% | Added |
| Ridgecrest Wealth Partners, LLC | 7,996 | $3.02M | 2.20% | +4+0.1% | Added |
| Safeguard Investment Advisory Group, LLC | 6,688 | $3.02M | 1.86% | 00.0% | Unchanged |
| Capital World Investors | 7,949 | $3.02M | 0.00% | +4,189+111.4% | Added |
| Berger Financial Group, Inc | 8,022 | $3.03M | 0.44% | +906+12.7% | Added |
| Guidance Point Advisors, LLC | 8,052 | $3.04M | 1.31% | +15+0.2% | Added |
| Great Diamond Partners, LLC | 8,058 | $3.04M | 1.01% | −658−7.5% | Reduced |
| Palladiem, LLC | 8,067 | $3.04M | 3.02% | −1,195−12.9% | Reduced |
| Edge Capital Group, LLC | 22,696 | $3.05M | 0.29% | −210,505−90.3% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 8,084 | $3.05M | 0.31% | −147−1.8% | Reduced |