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 |
|---|---|---|---|---|---|
| Beaumont Financial Partners, LLC | 8,091 | $3.05M | 0.27% | +1,720+27.0% | Added |
| DHJJ Financial Advisors, Ltd. | 8,100 | $3.06M | 1.71% | +268+3.4% | Added |
| Chesapeake Wealth Management | 8,113 | $3.06M | 1.31% | +585+7.8% | Added |
| Lakeview Capital Partners, LLC | 8,118 | $3.06M | 1.76% | −627−7.2% | Reduced |
| Larson Financial Group LLC | 8,117 | $3.06M | 0.53% | +1,793+28.4% | Added |
| Hallmark Capital Management Inc | 8,140 | $3.07M | 0.29% | −19,955−71.0% | Reduced |
| TruWealth Advisors, LLC | 8,166 | $3.08M | 0.33% | +136+1.7% | Added |
| Baker Avenue Asset Management, LP | 8,170 | $3.08M | 0.21% | −333−3.9% | Reduced |
| Clientfirst Wealth Management, LLC | 8,186 | $3.09M | 4.70% | +250+3.2% | Added |
| Sightline Wealth Advisors, LLC | 8,228 | $3.09M | 3.02% | +785+10.5% | Added |
| Personal Cfo Solutions, LLC | 8,188 | $3.09M | 0.72% | −195−2.3% | Reduced |
| Beck Mack & Oliver LLC | 8,215 | $3.10M | 0.09% | 00.0% | Unchanged |
| Ellevest, Inc. | 8,224 | $3.10M | 0.29% | −35−0.4% | Reduced |
| Meridian Investment Counsel Inc. | 8,222 | $3.10M | 1.28% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 8,229 | $3.10M | 1.46% | −323−3.8% | Reduced |
| Lifeworks Advisors, LLC | 113,474 | $3.11M | 1.97% | +3,371+3.1% | Added |
| Coastwise Capital Group, LLC | 8,253 | $3.11M | 3.79% | +5,907+251.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,258 | $3.12M | 0.04% | +79+1.0% | Added |
| Everett Harris & Co | 8,269 | $3.12M | 0.05% | −1,259−13.2% | Reduced |
| Harbor Investment Advisory, LLC | 8,287 | $3.13M | 0.50% | −950−10.3% | Reduced |
| Compass Ion Advisors, LLC | 8,326 | $3.14M | 0.91% | +27+0.3% | Added |
| Center for Financial Planning, Inc. | 8,329 | $3.14M | 0.80% | +243+3.0% | Added |
| Merrion Investment Management Co, LLC | 8,354 | $3.15M | 3.05% | −3,510−29.6% | Reduced |
| Woodstock Corp | 8,360 | $3.15M | 0.44% | +17+0.2% | Added |
| Rede Wealth, LLC | 8,371 | $3.16M | 1.83% | −1,034−11.0% | Reduced |
| Resolute Partners Group | 8,336 | $3.16M | 0.33% | +20+0.2% | Added |
| Orin Green Financial, LLC | 8,248 | $3.16M | 1.98% | +401+5.1% | Added |
| Transform Wealth, LLC | 8,354 | $3.17M | 0.47% | −11,223−57.3% | Reduced |
| Smart Money Group LLC | 8,421 | $3.18M | 2.20% | +40+0.5% | Added |
| Sturgeon Ventures LLP | 8,444 | $3.19M | 2.14% | +8,444 | New |
| Farmers & Merchants Investments Inc | 8,459 | $3.19M | 0.14% | −1,096−11.5% | Reduced |
| Cedar Brook Financial Partners, LLC | 8,464 | $3.19M | 1.00% | −424−4.8% | Reduced |
| Trail Ridge Investment Advisors, LLC | 8,477 | $3.20M | 2.17% | +5,406+176.0% | Added |
| Omega Financial Group, LLC | 8,507 | $3.21M | 1.55% | −22−0.3% | Reduced |
| Pegasus Asset Management, Inc. | 8,508 | $3.21M | 1.75% | +26+0.3% | Added |
| My Personal CFO, LLC | 8,522 | $3.21M | 4.13% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 8,497 | $3.22M | 0.80% | +3,073+56.7% | Added |
| Catalyst Private Wealth, LLC | 8,565 | $3.23M | 2.29% | +1,077+14.4% | Added |
| Prana Capital Management, LP | 8,584 | $3.24M | 0.25% | +8,584 | New |
| VeraBank, N.A. | 8,585 | $3.24M | 1.90% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 8,592 | $3.24M | 2.17% | +2,399+38.7% | Added |
| MTM Investment Management, LLC | 8,510 | $3.25M | 1.75% | +156+1.9% | Added |
| ELCO Management Co., LLC | 8,638 | $3.26M | 2.67% | +207+2.5% | Added |
| Sage Rhino Capital LLC | 8,647 | $3.26M | 1.25% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 8,679 | $3.27M | 0.74% | −166−1.9% | Reduced |
| Resources Management Corp | 8,692 | $3.28M | 0.53% | +51+0.6% | Added |
| Apella Capital, LLC | 8,694 | $3.28M | 0.39% | −247−2.8% | Reduced |
| Family Management Corp | 8,699 | $3.28M | 0.93% | −37−0.4% | Reduced |
| Intelligence Driven Advisers, LLC | 8,578 | $3.29M | 0.65% | +7,113+485.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 8,742 | $3.30M | 0.27% | −453−4.9% | Reduced |
| American National Bank | 8,750 | $3.30M | 0.79% | −162−1.8% | Reduced |
| Private Ocean, LLC | 8,813 | $3.32M | 0.51% | −111−1.2% | Reduced |
| Permanens Capital L.P. | 8,821 | $3.33M | 0.67% | +2,817+46.9% | Added |
| Marquette Asset Management, LLC | 8,863 | $3.34M | 0.95% | −21,976−71.3% | Reduced |
| Laidlaw Wealth Management LLC | 8,867 | $3.35M | 0.68% | +2,648+42.6% | Added |
| Kalos Management, Inc. | 8,447 | $3.35M | 4.50% | −842−9.1% | Reduced |
| RKL Wealth Management LLC | 8,894 | $3.35M | 0.46% | 00.0% | Unchanged |
| Unionview, LLC | 8,905 | $3.36M | 3.75% | +137+1.6% | Added |
| Garde Capital, Inc. | 8,932 | $3.37M | 0.41% | −73−0.8% | Reduced |
| Emfo, LLC | 8,961 | $3.38M | 3.43% | +1,348+17.7% | Added |
| Strategy Asset Managers LLC | 9,010 | $3.40M | 1.05% | −6,850−43.2% | Reduced |
| Vista Wealth Management Group, LLC | 9,006 | $3.41M | 0.48% | −118−1.3% | Reduced |
| Ronald Blue Trust, Inc. | 7,556 | $3.41M | 0.05% | +7,556 | New |
| Roberts Glore & Co Inc | 9,052 | $3.42M | 1.14% | −465−4.9% | Reduced |
| Symphony Financial, Ltd. Co. | 8,989 | $3.42M | 1.01% | −376−4.0% | Reduced |
| Krilogy Financial LLC | 9,064 | $3.42M | 0.40% | +2,634+41.0% | Added |
| Newfound Research LLC | 9,113 | $3.44M | 7.29% | −16,784−64.8% | Reduced |
| Rothschild & Co Asset Management US Inc. | 9,121 | $3.44M | 0.05% | +5,724+168.5% | Added |
| Sentry Investment Management LLC | 9,144 | $3.45M | 1.56% | +3,149+52.5% | Added |
| Latitude Advisors, LLC | 9,153 | $3.45M | 3.17% | −12,905−58.5% | Reduced |
| Founders Financial Alliance, LLC | 9,172 | $3.46M | 1.75% | −497−5.1% | Reduced |
| Tower View Investment Management & Research LLC | 9,174 | $3.46M | 2.56% | −111−1.2% | Reduced |
| Wealthstream Advisors, Inc. | 9,193 | $3.47M | 3.50% | +690+8.1% | Added |
| GW&K Investment Management, LLC | 9,199 | $3.47M | 0.04% | +9,126+12,501.4% | Added |
| First Interstate Bank | 9,221 | $3.48M | 0.26% | −1,133−10.9% | Reduced |
| Bay Rivers Group | 9,233 | $3.48M | 3.10% | −250−2.6% | Reduced |
| Parsec Financial Management, Inc. | 9,255 | $3.49M | 0.17% | +773+9.1% | Added |
| Mengis Capital Management, Inc. | 9,294 | $3.51M | 0.77% | −88−0.9% | Reduced |
| Cozad Asset Management Inc | 9,317 | $3.52M | 0.55% | +160+1.7% | Added |
| Congress Asset Management Co | 9,323 | $3.52M | 0.03% | +4,298+85.5% | Added |
| Family Legacy, Inc. | 9,256 | $3.52M | 1.67% | +42+0.5% | Added |
| Zions Bancorporation, N.A. | 9,352 | $3.53M | 0.35% | −214−2.2% | Reduced |
| Schechter Investment Advisors, LLC | 9,350 | $3.53M | 0.34% | +402+4.5% | Added |
| Stephenson National Bank & Trust | 9,356 | $3.53M | 2.15% | −67−0.7% | Reduced |
| SkyView Investment Advisors, LLC | 9,370 | $3.54M | 0.93% | −8,000−46.1% | Reduced |
| John W. Brooker & Co., CPAs | 9,372 | $3.54M | 2.16% | +145+1.6% | Added |
| Helen Stephens Group, LLC | 9,374 | $3.54M | 2.51% | +20.0% | Added |
| Reynolds Investment Management, Inc. | 9,395 | $3.54M | 1.26% | +12+0.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,414 | $3.55M | 2.30% | +48+0.5% | Added |
| Madden Advisory Services, Inc. | 9,435 | $3.56M | 2.70% | −63−0.7% | Reduced |
| GeoWealth Management, LLC | 9,495 | $3.58M | 0.48% | −2,921−23.5% | Reduced |
| Zweig-DiMenna Associates LLC | 9,500 | $3.58M | 0.72% | +9,500 | New |
| Metlife Inc | 9,581 | $3.60M | 36.73% | −51−0.5% | Reduced |
| Donaldson Capital Management, LLC | 9,549 | $3.60M | 0.19% | −75−0.8% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 9,553 | $3.60M | 0.34% | +1,250+15.1% | Added |
| Iowa State Bank | 9,569 | $3.61M | 0.96% | +1,604+20.1% | Added |
| Bridgewater Advisors Inc. | 9,573 | $3.61M | 0.75% | −72−0.7% | Reduced |
| Gamble Jones Investment Counsel | 9,591 | $3.62M | 0.27% | −25−0.3% | Reduced |
| Orca Investment Management, LLC | 9,597 | $3.62M | 3.35% | −238−2.4% | Reduced |
| LBMC Investment Advisors, LLC | 9,681 | $3.65M | 0.40% | +2,313+31.4% | Added |