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 | 4,599 | $356.9B |
| Q4 2025 | 4,645 | $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 |
|---|---|---|---|---|---|
| Dougherty Wealth Advisers LLC | 398 | $150.0K | 0.28% | −55−12.1% | Reduced |
| FAI Wealth Management | 400 | $150.0K | 0.14% | 00.0% | Unchanged |
| Lee Financial Co | 401 | $151.0K | 0.03% | −9−2.2% | Reduced |
| Canton Hathaway, LLC | 410 | $155.0K | 0.05% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 432 | $163.0K | 0.05% | +91+26.7% | Added |
| Rockwood Wealth Management, LLC | 454 | $171.3K | 0.08% | −123−21.3% | Reduced |
| Wellington Shields & Co., LLC | 456 | $172.0K | 0.04% | −2−0.4% | Reduced |
| Bramshill Investments, LLC | 457 | $172.0K | 0.02% | +457 | New |
| Financial Connections Group, Inc. | 473 | $178.0K | 0.16% | 00.0% | Unchanged |
| Blackhill Capital Inc | 478 | $180.0K | 0.02% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 515 | $194.0K | 0.18% | −2,096−80.3% | Reduced |
| Navigation Wealth Management, Inc. | 514 | $194.0K | 21.56% | +514 | New |
| CKW Financial Group | 513 | $196.0K | 0.03% | +4+0.8% | Added |
| Highlander Capital Management, LLC | 520 | $196.0K | 0.11% | +100+23.8% | Added |
| Laurel Wealth Planning LLC | 531 | $200.0K | 0.14% | −96−15.3% | Reduced |
| NCM Capital Management, LLC | 529 | $200.0K | 0.14% | −1−0.2% | Reduced |
| West Michigan Advisors, LLC | 530 | $200.0K | 0.17% | +530 | New |
| Cascade Investment Advisors, Inc. | 531 | $200.5K | 0.16% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 532 | $201.0K | 0.15% | −64−10.7% | Reduced |
| Steward Financial Group LLC | 535 | $201.0K | 0.17% | 00.0% | Unchanged |
| Pachira Investments Inc. | 537 | $202.0K | 0.31% | −10−1.8% | Reduced |
| Princeton Global Asset Management LLC | 536 | $202.0K | 0.07% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 535 | $202.0K | 0.09% | 00.0% | Unchanged |
| Somerville Kurt F | 540 | $203.0K | 0.04% | 00.0% | Unchanged |
| Foster & Motley Inc | 539 | $203.0K | 0.02% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 537 | $203.0K | 0.19% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 538 | $205.0K | 0.15% | −100−15.7% | Reduced |
| Hotaling Investment Management, LLC | 544 | $205.0K | 0.09% | +544 | New |
| CJM Wealth Advisers, Ltd. | 544 | $205.3K | 0.14% | +1+0.2% | Added |
| Cabot Wealth Management Inc | 546 | $206.0K | 0.03% | −9−1.6% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 547 | $206.0K | 0.13% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 546 | $206.0K | 0.19% | 00.0% | Unchanged |
| United Bank | 545 | $206.0K | 0.13% | +5+0.9% | Added |
| Meadow Creek Wealth Advisors LLC | 547 | $207.0K | 0.25% | −329−37.6% | Reduced |
| Lynch & Associates | 550 | $207.0K | 0.06% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 458 | $207.0K | 0.20% | 00.0% | Unchanged |
| Friedenthal Financial | 552 | $208.0K | 0.14% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 551 | $208.0K | 0.14% | 00.0% | Unchanged |
| SWM Advisors | 552 | $208.0K | 0.19% | +1+0.2% | Added |
| Quaker Wealth Management, LLC | 551 | $208.0K | 0.10% | +551 | New |
| Pacific Center for Financial Services | 555 | $209.0K | 0.09% | −442−44.3% | Reduced |
| Transatlantique Private Wealth LLC | 555 | $209.0K | 0.15% | +555 | New |
| Quad-Cities Investment Group, LLC | 558 | $210.0K | 0.16% | +2+0.4% | Added |
| TMD Wealth Management, LLC | 556 | $210.0K | 0.09% | 00.0% | Unchanged |
| BetterWealth, LLC | 556 | $210.0K | 0.10% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 559 | $211.0K | 0.18% | +1+0.2% | Added |
| OneAscent Financial Services LLC | 559 | $211.0K | 0.10% | +559 | New |
| Baldrige Asset Management LLC | 565 | $213.0K | 0.10% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 563 | $213.0K | 0.20% | +1+0.2% | Added |
| Northwest Quadrant Wealth Management, LLC | 557 | $213.0K | 0.07% | +2+0.4% | Added |
| Elgethun Capital Management | 569 | $213.0K | 0.08% | +569 | New |
| Santori & Peters | 565 | $213.0K | 0.14% | +565 | New |
| Sweet Financial Partners, LLC | 566 | $214.0K | 0.07% | −84−12.9% | Reduced |
| Strategic Investment Management, LLC | 570 | $215.0K | 0.18% | 00.0% | Unchanged |
| KilterHowling LLC | 573 | $216.3K | 0.24% | +3+0.5% | Added |
| Alhambra Investment Partners LLC | 575 | $217.0K | 0.16% | −12−2.0% | Reduced |
| Brown Financial Advisory | 576 | $217.0K | 0.23% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 577 | $218.0K | 0.04% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 563 | $219.0K | 0.07% | −1,108−66.3% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 580 | $219.0K | 0.16% | +1+0.2% | Added |
| Echo Wealth Management, LLC | 566 | $220.0K | 0.29% | 00.0% | Unchanged |
| Brio Consultants, LLC | 586 | $222.0K | 0.05% | −105−15.2% | Reduced |
| Lincoln Capital LLC | 589 | $222.0K | 0.06% | +52+9.7% | Added |
| Camden National Bank | 591 | $223.0K | 0.05% | −67−10.2% | Reduced |
| Matisse Capital | 591 | $223.0K | 0.21% | +60+11.3% | Added |
| Oak Family Advisors, LLC | 595 | $224.0K | 0.13% | −4−0.7% | Reduced |
| IMPACTfolio, LLC | 595 | $224.0K | 0.21% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 597 | $225.0K | 0.03% | −192−24.3% | Reduced |
| Financial Advisors, LLC | 597 | $225.0K | 0.08% | +597 | New |
| Main Street Research LLC | 599 | $226.0K | 0.06% | −888−59.7% | Reduced |
| Brookmont Capital Management | 600 | $226.0K | 0.16% | +25+4.3% | Added |
| De Burlo Group Inc | 599 | $226.0K | 0.06% | +484+420.9% | Added |
| 3D/L Capital Management, LLC | 600 | $226.0K | 0.06% | +600 | New |
| Andrew Hill Investment Advisors, Inc. | 603 | $227.0K | 0.33% | −601−49.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 602 | $227.0K | 0.16% | +2+0.3% | Added |
| Walker Asset Management, LLC | 607 | $229.0K | 0.21% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 609 | $230.0K | 0.06% | −1−0.2% | Reduced |
| Costello Asset Management, INC | 610 | $230.0K | 0.20% | +5+0.8% | Added |
| Financial & Tax Architects, LLC | 610 | $230.1K | 0.09% | −1,107−64.5% | Reduced |
| Partners in Financial Planning | 570 | $231.7K | 0.07% | +570 | New |
| Sicart Associates LLC | 615 | $233.0K | 0.07% | −372−37.7% | Reduced |
| Hudock, Inc. | 620 | $233.0K | 0.08% | +1+0.2% | Added |
| Peninsula Wealth, LLC | 623 | $235.0K | 0.08% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 622 | $235.0K | 0.07% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 626 | $236.0K | 0.05% | −12−1.9% | Reduced |
| Bowman & Co S.C. | 629 | $237.0K | 0.21% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 632 | $238.0K | 0.17% | −105−14.2% | Reduced |
| Twelve Points Wealth Management LLC | 637 | $240.0K | 0.18% | −124−16.3% | Reduced |
| Provident Wealth Management, LLC | 635 | $240.0K | 0.15% | −4−0.6% | Reduced |
| Hill Investment Group Partners, LLC | 637 | $240.3K | 0.07% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 639 | $241.0K | 0.36% | −102−13.8% | Reduced |
| Miller Wealth Advisors, LLC | 640 | $241.0K | 0.20% | +2+0.3% | Added |
| WMG Financial Advisors, LLC | 642 | $242.0K | 0.21% | −70−9.8% | Reduced |
| Parcion Private Wealth LLC | 614 | $243.0K | 0.02% | −357−36.8% | Reduced |
| Braun-Bostich & Associates Inc. | 645 | $243.0K | 0.63% | −47−6.8% | Reduced |
| Notis-McConarty Edward | 645 | $243.0K | 0.10% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 566 | $243.0K | 0.24% | −60−9.6% | Reduced |
| Acas, LLC | 590 | $243.0K | 0.36% | +590 | New |
| Whitener Capital Management, Inc. | 648 | $244.0K | 0.11% | −50−7.2% | Reduced |
| Legacy Bridge, LLC | 647 | $244.0K | 0.18% | 00.0% | Unchanged |