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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Beach Investment Counsel Inc | 13,960 | $5.27M | 0.66% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 13,999 | $5.28M | 0.97% | +2,030+17.0% | Added |
| Well Done, LLC | 14,003 | $5.28M | 1.16% | +1,459+11.6% | Added |
| Objective Capital Management, LLC | 14,033 | $5.29M | 5.34% | −5,226−27.1% | Reduced |
| Element Wealth, LLC | 14,033 | $5.29M | 5.27% | −115−0.8% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 14,060 | $5.30M | 2.07% | +1,513+12.1% | Added |
| Washington Capital Management Inc | 14,064 | $5.31M | 5.10% | −25−0.2% | Reduced |
| Armbruster Capital Management, Inc. | 14,101 | $5.32M | 1.44% | −785−5.3% | Reduced |
| Moloney Securities Asset Management, LLC | 14,105 | $5.32M | 1.25% | −216−1.5% | Reduced |
| Spears Abacus Advisors LLC | 14,111 | $5.32M | 0.48% | −228−1.6% | Reduced |
| Smithfield Trust Co | 14,152 | $5.34M | 0.38% | +782+5.8% | Added |
| Ausdal Financial Partners, Inc. | 14,183 | $5.35M | 0.81% | −1,239−8.0% | Reduced |
| Cantor Fitzgerald, L. P. | 14,190 | $5.35M | 0.10% | +14,190 | New |
| Cadence Bank NA | 14,204 | $5.36M | 1.74% | −196−1.4% | Reduced |
| Capital Investment Advisors, LLC | 14,223 | $5.37M | 0.18% | −1,265−8.2% | Reduced |
| American Trust | 14,230 | $5.37M | 0.44% | −2,003−12.3% | Reduced |
| Verger Capital Management LLC | 14,234 | $5.37M | 4.00% | +46+0.3% | Added |
| Gratus Capital LLC | 14,235 | $5.37M | 0.60% | +279+2.0% | Added |
| Auxano Advisors, LLC | 14,252 | $5.38M | 2.66% | −104−0.7% | Reduced |
| TL Private Wealth | 14,205 | $5.41M | 3.15% | +110+0.8% | Added |
| Corundum Group, Inc. | 14,356 | $5.42M | 3.66% | +166+1.2% | Added |
| Calton & Associates, Inc. | 14,430 | $5.44M | 3.03% | −1,290−8.2% | Reduced |
| C2C Wealth Management, LLC | 13,915 | $5.46M | 1.00% | −340−2.4% | Reduced |
| Patten Group, Inc. | 14,083 | $5.48M | 1.76% | −388−2.7% | Reduced |
| Collective Family Office LLC | 14,541 | $5.49M | 2.37% | −160−1.1% | Reduced |
| Financial Management Professionals, Inc. | 14,552 | $5.49M | 1.33% | +1,164+8.7% | Added |
| Mather Group, LLC. | 14,569 | $5.50M | 0.13% | −554−3.7% | Reduced |
| Alera Investment Advisors, LLC | 14,583 | $5.50M | 1.54% | +5,953+69.0% | Added |
| Meritage Portfolio Management | 14,606 | $5.51M | 0.43% | −24−0.2% | Reduced |
| Patriot Investment Management Inc. | 14,655 | $5.53M | 0.54% | +43+0.3% | Added |
| GSB Wealth Management, LLC | 14,693 | $5.54M | 1.89% | −1,861−11.2% | Reduced |
| Aureus Asset Management, LLC | 14,708 | $5.55M | 0.45% | +20.0% | Added |
| Waypoint Capital Advisors, LLC | 14,709 | $5.55M | 2.52% | +2,780+23.3% | Added |
| Foresight Capital Management Advisors, Inc. | 14,761 | $5.57M | 8.51% | +200+1.4% | Added |
| SeaCrest Wealth Management, LLC | 14,779 | $5.58M | 0.70% | +1,574+11.9% | Added |
| Financial Guidance Group, Inc. | 14,929 | $5.63M | 4.43% | −12,078−44.7% | Reduced |
| MAS Advisors LLC | 14,980 | $5.65M | 5.13% | −124−0.8% | Reduced |
| Kowal Investment Group, LLC | 14,995 | $5.66M | 1.85% | −144−1.0% | Reduced |
| Cohen & Steers, Inc. | 15,008 | $5.66M | 0.01% | −3,788−20.2% | Reduced |
| Advisor OS, LLC | 15,011 | $5.66M | 1.65% | −1,596−9.6% | Reduced |
| Ashford Capital Management Inc | 15,023 | $5.67M | 0.81% | 00.0% | Unchanged |
| Invst, LLC | 13,501 | $5.67M | 0.88% | −5,821−30.1% | Reduced |
| Summit Wealth Partners, LLC | 15,079 | $5.69M | 1.52% | +22+0.1% | Added |
| Pallas Capital Advisors LLC | 14,409 | $5.69M | 0.78% | −2,801−16.3% | Reduced |
| Windham Capital Management, LLC | 15,101 | $5.70M | 1.34% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 14,947 | $5.70M | 0.51% | −14,227−48.8% | Reduced |
| Silverhawk Asset Management, LLC | 15,132 | $5.71M | 5.28% | −356−2.3% | Reduced |
| Iron Financial, LLC | 15,175 | $5.72M | 3.00% | +120+0.8% | Added |
| JFS Wealth Advisors, LLC | 15,186 | $5.73M | 0.60% | −578−3.7% | Reduced |
| Corsicana & Co. | 15,324 | $5.78M | 4.57% | −598−3.8% | Reduced |
| Peoples Bank | 15,324 | $5.78M | 3.57% | −75−0.5% | Reduced |
| Colorado Capital Management, Inc. | 15,330 | $5.78M | 4.69% | −112−0.7% | Reduced |
| Hilltop Holdings Inc. | 15,362 | $5.79M | 0.77% | −27,737−64.4% | Reduced |
| First National Bank of Omaha | 15,379 | $5.80M | 0.35% | −359−2.3% | Reduced |
| Franklin Street Advisors Inc | 15,424 | $5.82M | 0.55% | +1,122+7.8% | Added |
| TSFG, LLC | 15,450 | $5.83M | 2.50% | +115+0.7% | Added |
| Fortress Wealth Group, LLC | 15,455 | $5.83M | 5.02% | +597+4.0% | Added |
| Capital Wealth Management, LLC | 15,499 | $5.85M | 4.34% | −1,222−7.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 15,577 | $5.88M | 2.19% | +15+0.1% | Added |
| Ignite Planners, LLC | 15,157 | $5.89M | 4.84% | −417−2.7% | Reduced |
| Lake Point Wealth Management | 15,662 | $5.91M | 3.36% | −4,477−22.2% | Reduced |
| Destination Wealth Management | 15,661 | $5.91M | 0.24% | −652−4.0% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 15,671 | $5.91M | 2.84% | +1,083+7.4% | Added |
| Lloyd Park, LLC | 15,688 | $5.92M | 6.19% | −1,416−8.3% | Reduced |
| Caerus Investment Advisors, LLC | 15,748 | $5.94M | 7.20% | −2,803−15.1% | Reduced |
| Arrow Financial Corp | 15,767 | $5.95M | 0.81% | +169+1.1% | Added |
| Ameraudi Asset Management, Inc. | 15,809 | $5.96M | 2.46% | +1,765+12.6% | Added |
| KG&L Capital Management,LLC | 15,848 | $5.98M | 3.23% | +581+3.8% | Added |
| Lansing Street Advisors | 15,852 | $5.98M | 4.65% | +273+1.8% | Added |
| Resurgent Financial Advisors LLC | 15,888 | $5.99M | 4.00% | +2,234+16.4% | Added |
| Ellenbecker Investment Group | 15,894 | $6.00M | 1.84% | +1,656+11.6% | Added |
| Bank of New Hampshire | 15,896 | $6.00M | 1.74% | −1,132−6.6% | Reduced |
| Apriem Advisors | 15,901 | $6.00M | 1.03% | +11,568+267.0% | Added |
| Vericrest Private Wealth | 15,940 | $6.01M | 7.38% | −336−2.1% | Reduced |
| Caxton Corp | 15,947 | $6.02M | 13.07% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 15,967 | $6.02M | 0.02% | +4,333+37.2% | Added |
| QVT Financial LP | 16,000 | $6.04M | 0.40% | 00.0% | Unchanged |
| Warberg Asset Management LLC | 16,000 | $6.04M | 2.04% | +16,000 | New |
| Palumbo Wealth Management LLC | 16,034 | $6.05M | 4.80% | −245−1.5% | Reduced |
| Wealthsource Partners, LLC | 16,040 | $6.05M | 0.44% | +1,043+7.0% | Added |
| Cary Street Partners Asset Management LLC | 16,044 | $6.05M | 1.41% | +11,358+242.4% | Added |
| Westwood Holdings Group Inc. | 16,094 | $6.07M | 0.07% | −30.0% | Reduced |
| Van Cleef Asset Management,Inc | 16,111 | $6.08M | 1.03% | +240+1.5% | Added |
| Greenleaf Trust | 16,118 | $6.08M | 0.09% | +602+3.9% | Added |
| Global Financial Private Client, LLC | 15,982 | $6.09M | 3.44% | −189−1.2% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 16,235 | $6.12M | 4.36% | −82−0.5% | Reduced |
| ICA Group Wealth Management, LLC | 14,522 | $6.13M | 1.15% | −116−0.8% | Reduced |
| Annandale Capital, LLC | 16,284 | $6.14M | 2.43% | +284+1.8% | Added |
| Columbia Asset Management | 16,297 | $6.15M | 1.58% | +16,297 | New |
| Ritholtz Wealth Management | 16,299 | $6.15M | 0.39% | −142,419−89.7% | Reduced |
| Estate Counselors, LLC | 15,028 | $6.16M | 0.92% | +1,580+11.7% | Added |
| BFSG, LLC | 16,378 | $6.18M | 1.11% | −10,607−39.3% | Reduced |
| Altium Wealth Management LLC | 16,395 | $6.18M | 0.45% | +182+1.1% | Added |
| CAPROCK Group, Inc. | 16,372 | $6.20M | 0.61% | −3,831−19.0% | Reduced |
| HBK Sorce Advisory LLC | 16,490 | $6.22M | 0.46% | +6,508+65.2% | Added |
| Cypress Wealth Services, LLC | 16,523 | $6.23M | 1.99% | −639−3.7% | Reduced |
| Massmutual Trust Co FSB | 16,563 | $6.25M | 0.27% | +3,866+30.4% | Added |
| Arcus Capital Partners, LLC | 16,675 | $6.29M | 2.75% | −1,846−10.0% | Reduced |
| BT Wealth Management LLC | 16,678 | $6.29M | 1.77% | +30.0% | Added |
| Bristol Gate Capital Partners Inc. | 16,712 | $6.30M | 0.36% | +9,038+117.8% | Added |