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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 9,722 | $3.67M | 0.43% | +6,626+214.0% | Added |
| Castle Rock Wealth Management, LLC | 9,433 | $3.67M | 1.87% | −739−7.3% | Reduced |
| Asset Advisors Investment Management, LLC | 9,726 | $3.67M | 0.50% | −8−0.1% | Reduced |
| Cypress Capital Group | 9,726 | $3.67M | 0.56% | −40.0% | Reduced |
| Andesa Financial Management Inc. | 9,745 | $3.68M | 2.32% | +6,030+162.3% | Added |
| McDonald Partners LLC | 9,755 | $3.68M | 0.94% | +401+4.3% | Added |
| Miracle Mile Advisors, LLC | 9,758 | $3.68M | 0.17% | −1,796−15.5% | Reduced |
| Burns J W & Co Inc | 9,773 | $3.69M | 0.70% | −127−1.3% | Reduced |
| Legacy Wealth Management, Inc | 9,801 | $3.70M | 0.45% | −434−4.2% | Reduced |
| Platform Technology Partners | 9,803 | $3.70M | 2.02% | +442+4.7% | Added |
| Wimmer Associates 1, LLC | 9,819 | $3.70M | 2.41% | −279−2.8% | Reduced |
| Ford Financial Group, LLC | 9,842 | $3.71M | 1.51% | −283−2.8% | Reduced |
| Round Rock Advisors, LLC | 9,851 | $3.72M | 1.67% | −708−6.7% | Reduced |
| Nikulski Financial, Inc. | 9,854 | $3.72M | 1.84% | −123−1.2% | Reduced |
| Helios Capital Management Pte. Ltd | 9,860 | $3.72M | 7.01% | +9,860 | New |
| Glovista Investments LLC | 9,882 | $3.73M | 1.54% | +9,882 | New |
| Lebenthal Global Advisors, LLC | 9,890 | $3.73M | 1.81% | −1,439−12.7% | Reduced |
| Thoroughbred Financial Services, LLC | 9,894 | $3.73M | 0.69% | −7−0.1% | Reduced |
| McAlister, Sweet & Associates, Inc. | 9,895 | $3.73M | 3.79% | +7,288+279.6% | Added |
| Budros, Ruhlin & Roe, Inc. | 9,928 | $3.75M | 0.45% | +641+6.9% | Added |
| Almanack Investment Partners, LLC. | 9,920 | $3.76M | 0.38% | −4,879−33.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,955 | $3.76M | 0.67% | −38,088−79.3% | Reduced |
| Kearns & Associates LLC | 9,981 | $3.77M | 4.99% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 9,993 | $3.77M | 5.14% | −131−1.3% | Reduced |
| Senator Investment Group LP | 10,000 | $3.77M | 0.27% | +10,000 | New |
| Maytus Capital Management, LLC | 10,000 | $3.77M | 1.04% | +10,000 | New |
| Chimera Capital Management LLC | 10,000 | $3.77M | 1.76% | +10,000 | New |
| Pitcairn Co | 10,013 | $3.78M | 0.40% | −60−0.6% | Reduced |
| Charter Trust Co | 10,019 | $3.78M | 0.30% | +8,983+867.1% | Added |
| Roundview Capital LLC | 10,032 | $3.78M | 0.45% | −3,286−24.7% | Reduced |
| Aurora Private Wealth, Inc. | 10,039 | $3.79M | 1.71% | −223−2.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,221 | $3.80M | 0.97% | +1,053+12.9% | Added |
| Founders Capital Management | 10,079 | $3.80M | 3.00% | −670−6.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 10,084 | $3.80M | 0.12% | −3,300−24.7% | Reduced |
| Easterly Investment Partners LLC | 10,087 | $3.81M | 0.34% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 10,133 | $3.82M | 2.96% | −66−0.6% | Reduced |
| Fusion Family Wealth LLC | 10,158 | $3.83M | 0.55% | +1,798+21.5% | Added |
| Wealth Dimensions Group, Ltd. | 10,159 | $3.83M | 1.82% | −40.0% | Reduced |
| Ropes Wealth Advisors LLC | 10,161 | $3.83M | 0.79% | +27+0.3% | Added |
| Nuveen Asset Management, LLC | 10,178 | $3.84M | 0.00% | +272+2.7% | Added |
| Spence Asset Management | 10,186 | $3.84M | 1.26% | +97+1.0% | Added |
| Security Financial Services, INC. | 10,190 | $3.84M | 1.23% | +4,095+67.2% | Added |
| Ledyard National Bank | 10,196 | $3.85M | 0.46% | −586−5.4% | Reduced |
| CRA Financial Services, LLC | 10,205 | $3.85M | 1.32% | +1,333+15.0% | Added |
| Royal Capital Wealth Management, LLC | 10,230 | $3.86M | 4.19% | +2,602+34.1% | Added |
| Flaharty Asset Management, LLC | 10,241 | $3.86M | 0.79% | −479−4.5% | Reduced |
| Cypress Financial Planning LLC | 10,249 | $3.87M | 2.65% | +10,249 | New |
| Blue Fin Capital, Inc. | 10,262 | $3.87M | 1.37% | −1,102−9.7% | Reduced |
| ZWJ Investment Counsel Inc | 10,264 | $3.87M | 0.23% | +3,042+42.1% | Added |
| StoneX Group Inc. | 10,276 | $3.89M | 0.48% | −9,537−48.1% | Reduced |
| Doyle Wealth Management | 10,334 | $3.90M | 0.31% | −334−3.1% | Reduced |
| Truepoint, Inc. | 10,357 | $3.91M | 0.20% | 00.0% | Unchanged |
| LCNB Corp | 10,366 | $3.91M | 2.03% | +130+1.3% | Added |
| ARGI Investment Services, LLC | 10,376 | $3.91M | 0.13% | +823+8.6% | Added |
| Juncture Wealth Strategies, LLC | 10,380 | $3.92M | 1.93% | −5,543−34.8% | Reduced |
| Rehmann Capital Advisory Group | 10,390 | $3.92M | 0.43% | +796+8.3% | Added |
| Braun Stacey Associates Inc | 10,394 | $3.92M | 0.22% | −2,020−16.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 10,400 | $3.92M | 1.07% | +10,400 | New |
| Arkadios Wealth Advisors | 10,428 | $3.93M | 0.59% | −1,780−14.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 10,444 | $3.94M | 0.15% | +312+3.1% | Added |
| WSFS Capital Management, LLC | 10,499 | $3.96M | 1.30% | −49−0.5% | Reduced |
| Morris Financial Concepts, Inc. | 10,541 | $3.98M | 3.78% | −560−5.0% | Reduced |
| White Pine Capital LLC | 10,563 | $3.98M | 1.56% | −360−3.3% | Reduced |
| Sitrin Capital Management LLC | 10,627 | $4.01M | 2.56% | −133−1.2% | Reduced |
| Arden Trust Co | 10,649 | $4.02M | 0.92% | +10,649 | New |
| First City Capital Management, Inc. | 10,668 | $4.03M | 2.48% | +415+4.0% | Added |
| Front Barnett Associates LLC | 10,742 | $4.05M | 0.49% | −29−0.3% | Reduced |
| Clark Capital Management Group, Inc. | 10,742 | $4.05M | 0.05% | +1,835+20.6% | Added |
| Cribstone Capital Management, LLC | 10,744 | $4.05M | 2.49% | +37+0.3% | Added |
| Benchmark Financial Wealth Advisors, LLC | 10,751 | $4.06M | 2.08% | −1,917−15.1% | Reduced |
| Roosevelt Investment Group LLC | 10,786 | $4.07M | 0.29% | +3,079+40.0% | Added |
| Pacific Financial Group Inc | 10,807 | $4.08M | 3.03% | −1,033−8.7% | Reduced |
| Emerson Wealth Management, LLC | 10,868 | $4.10M | 2.68% | −47−0.4% | Reduced |
| Halpern Financial, Inc. | 10,904 | $4.11M | 1.60% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 10,914 | $4.12M | 3.04% | +976+9.8% | Added |
| Chatham Capital Group, Inc. | 10,916 | $4.12M | 0.93% | −339−3.0% | Reduced |
| Lyell Wealth Management, LP | 10,878 | $4.12M | 0.67% | +358+3.4% | Added |
| Vista Capital Partners, Inc. | 11,011 | $4.15M | 0.68% | +591+5.7% | Added |
| Leverty Financial Group, LLC | 11,014 | $4.16M | 3.87% | +8,022+268.1% | Added |
| Proequities, Inc. | 10,999 | $4.17M | 0.35% | −321−2.8% | Reduced |
| Bragg Financial Advisors, Inc | 11,051 | $4.17M | 0.28% | −66−0.6% | Reduced |
| Amplius Wealth Advisors, LLC | 11,076 | $4.18M | 0.68% | +513+4.9% | Added |
| Beaird Harris Wealth Management, LLC | 11,074 | $4.18M | 1.15% | +542+5.1% | Added |
| Rockland Trust Co | 11,082 | $4.18M | 0.29% | −911−7.6% | Reduced |
| Sunbelt Securities, Inc. | 11,114 | $4.19M | 0.89% | +1,696+18.0% | Added |
| Bensler, LLC | 11,148 | $4.21M | 1.00% | −77−0.7% | Reduced |
| CMG Global Holdings, LLC | 11,177 | $4.22M | 4.37% | −1,369−10.9% | Reduced |
| Oder Investment Management, LLC | 11,205 | $4.23M | 5.20% | +16+0.1% | Added |
| Eagle Asset Management Inc | 11,250 | $4.24M | 0.03% | +9,376+500.3% | Added |
| Advisors Capital Management, LLC | 11,254 | $4.25M | 0.13% | +2,393+27.0% | Added |
| Second Half Financial Partners, LLC | 10,763 | $4.27M | 3.40% | 00.0% | Unchanged |
| S.A. Mason LLC | 11,346 | $4.28M | 3.13% | −15−0.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 11,363 | $4.29M | 0.65% | −54−0.5% | Reduced |
| United Bank | 11,380 | $4.29M | 0.64% | +363+3.3% | Added |
| Regent Peak Wealth Advisors LLC | 11,416 | $4.31M | 1.41% | −231−2.0% | Reduced |
| Svenska Handelsbanken AB (publ) | 11,423 | $4.31M | 73.22% | −3,077−21.2% | Reduced |
| Seelaus Asset Management LLC | 11,457 | $4.32M | 3.21% | −24−0.2% | Reduced |
| RFG Advisory, LLC | 10,459 | $4.32M | 0.25% | −970−8.5% | Reduced |
| Charter Oak Capital Management, LLC | 11,461 | $4.32M | 0.59% | +4,305+60.2% | Added |
| Guardian Capital Advisors LP | 11,450 | $4.33M | 0.50% | −155−1.3% | Reduced |