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 |
|---|---|---|---|---|---|
| Heritage Trust Co | 16,720 | $6.31M | 1.03% | −657−3.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 16,806 | $6.34M | 0.65% | +1,884+12.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 16,821 | $6.35M | 0.83% | 00.0% | Unchanged |
| Avestar Capital, LLC | 16,847 | $6.36M | 1.73% | −4,323−20.4% | Reduced |
| Sutton Wealth Advisors Inc. | 16,854 | $6.36M | 2.53% | −32−0.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 16,903 | $6.38M | 0.74% | −525−3.0% | Reduced |
| Clear Creek Financial Management, LLC | 16,910 | $6.38M | 1.34% | −13,240−43.9% | Reduced |
| Main Street Financial Solutions, LLC | 16,930 | $6.39M | 0.82% | +2,754+19.4% | Added |
| Domani Wealth, LLC | 17,087 | $6.45M | 1.76% | +125+0.7% | Added |
| Clifford Swan Investment Counsel LLC | 17,091 | $6.45M | 0.28% | +255+1.5% | Added |
| True North Advisors, LLC | 17,097 | $6.45M | 2.01% | +3,593+26.6% | Added |
| Shoker Investment Counsel, Inc. | 17,201 | $6.49M | 3.45% | −1,190−6.5% | Reduced |
| Kolinsky Wealth Management, LLC | 17,206 | $6.49M | 7.67% | +54+0.3% | Added |
| Eagle Strategies LLC | 17,258 | $6.51M | 2.37% | +6,573+61.5% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 17,272 | $6.52M | 0.27% | −8,154−32.1% | Reduced |
| Epic Trust Investment Advisors, LLC | 17,312 | $6.53M | 12.34% | −2,821−14.0% | Reduced |
| Strategic Equity Management | 17,356 | $6.55M | 3.40% | +17,356 | New |
| Terry L. Blaker | 17,379 | $6.56M | 0.65% | −2,000−10.3% | Reduced |
| Thrive Wealth Management, LLC | 17,524 | $6.61M | 2.31% | +365+2.1% | Added |
| TCWP LLC | 17,528 | $6.61M | 1.41% | +9,703+124.0% | Added |
| Summit Financial Group Inc | 17,588 | $6.64M | 2.56% | +38+0.2% | Added |
| Journey Advisory Group, LLC | 16,193 | $6.65M | 1.53% | −1,557−8.8% | Reduced |
| Moody National Bank Trust Division | 17,741 | $6.69M | 0.71% | +17,741 | New |
| Washington Trust Advisors, Inc. | 17,765 | $6.70M | 0.59% | +20+0.1% | Added |
| Mycio Wealth Partners, LLC | 17,772 | $6.71M | 2.48% | +451+2.6% | Added |
| Aaron Wealth Advisors | 17,871 | $6.74M | 1.69% | −6,287,023−99.7% | Reduced |
| Highview Capital Management LLC | 17,869 | $6.74M | 5.18% | +508+2.9% | Added |
| Nvest Financial, LLC | 17,888 | $6.75M | 7.08% | +404+2.3% | Added |
| Community Bank, N.A. | 18,013 | $6.79M | 0.97% | −765−4.1% | Reduced |
| Cypress Capital Management LLC | 18,074 | $6.82M | 1.02% | −1,765−8.9% | Reduced |
| Orion Portfolio Solutions, LLC | 18,072 | $6.82M | 0.27% | −1,693−8.6% | Reduced |
| Grandview Asset Management LLC | 18,124 | $6.84M | 3.83% | −938−4.9% | Reduced |
| Paragon Capital Management Ltd | 18,219 | $6.87M | 1.92% | −112−0.6% | Reduced |
| Montecito Bank & Trust | 18,309 | $6.91M | 1.64% | −878−4.6% | Reduced |
| Kanawha Capital Management LLC | 18,337 | $6.92M | 0.70% | −1,219−6.2% | Reduced |
| New Legacy Group, LLC | 18,387 | $6.94M | 14.07% | 00.0% | Unchanged |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 18,559 | $6.94M | 6.22% | +3,858+26.2% | Added |
| Gamco Investors, Inc. Et Al | 18,410 | $6.95M | 0.08% | 00.0% | Unchanged |
| Independent Family Office, LLC | 41,284 | $6.96M | 6.35% | −340,489−89.2% | Reduced |
| Institute for Wealth Management, LLC. | 18,492 | $6.98M | 1.38% | +4,967+36.7% | Added |
| Good Life Advisors, LLC | 18,514 | $6.98M | 0.97% | −2,665−12.6% | Reduced |
| Pittenger & Anderson Inc | 18,618 | $7.02M | 0.41% | +3,389+22.3% | Added |
| TrueWealth Advisors, LLC | 18,626 | $7.03M | 3.27% | +594+3.3% | Added |
| Sigma Investment Counselors Inc | 18,633 | $7.03M | 0.57% | +280+1.5% | Added |
| EWG Elevate Inc. | 18,653 | $7.04M | 3.42% | −3,428−15.5% | Reduced |
| Warren Averett Asset Management, LLC | 18,712 | $7.06M | 0.65% | +9,577+104.8% | Added |
| Oxler Private Wealth LLC | 18,906 | $7.13M | 3.43% | +53+0.3% | Added |
| Pinnacle Financial Group, LLC | 18,908 | $7.13M | 6.08% | +816+4.5% | Added |
| US Financial Advisors, LLC | 18,980 | $7.16M | 4.02% | −836−4.2% | Reduced |
| Sax Wealth Advisors, LLC | 18,991 | $7.16M | 1.82% | +24+0.1% | Added |
| Ameritas Investment Partners, Inc. | 19,014 | $7.17M | 0.31% | −2,969−13.5% | Reduced |
| Trust Co of Vermont | 19,018 | $7.17M | 0.55% | +279+1.5% | Added |
| Accredited Investors Inc. | 19,036 | $7.18M | 0.85% | −165−0.9% | Reduced |
| WBH Advisory Inc | 18,837 | $7.24M | 0.97% | −914−4.6% | Reduced |
| Nations Financial Group Inc, | 19,356 | $7.30M | 0.98% | +2,532+15.0% | Added |
| Hoese & Co LLP | 19,388 | $7.32M | 8.21% | −3,792−16.4% | Reduced |
| Codex Capital, L.L.C. | 16,220 | $7.33M | 4.48% | 00.0% | Unchanged |
| Forefront Analytics, LLC | 19,459 | $7.34M | 3.56% | −4,524−18.9% | Reduced |
| FIL Ltd | 19,505 | $7.36M | 0.01% | +1,587+8.9% | Added |
| Perfromance Wealth Partners, LLC | 19,616 | $7.40M | 0.42% | −89−0.5% | Reduced |
| Lake Street Financial LLC | 19,633 | $7.41M | 1.58% | −72−0.4% | Reduced |
| Nicolet Bankshares Inc | 19,637 | $7.41M | 1.93% | −1,457−6.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 19,679 | $7.42M | 2.48% | −108−0.5% | Reduced |
| Avantax Planning Partners, Inc. | 19,780 | $7.46M | 0.32% | −25−0.1% | Reduced |
| Laurel Wealth Advisors LLC | 19,800 | $7.47M | 1.84% | −2,915−12.8% | Reduced |
| Clear Street Markets LLC | 19,800 | $7.47M | 2.51% | −10,100−33.8% | Reduced |
| Bienville Capital Management, LLC | 19,803 | $7.47M | 3.62% | +1,165+6.3% | Added |
| CX Institutional | 19,839 | $7.48M | 0.56% | +19,839 | New |
| Ellis Investment Partners, LLC | 19,882 | $7.50M | 2.01% | +1,488+8.1% | Added |
| International Assets Investment Management, LLC | 19,901 | $7.51M | 1.47% | +637+3.3% | Added |
| BlueCrest Capital Management Ltd | 20,000 | $7.54M | 1.04% | +10,150+103.0% | Added |
| Howe & Rusling Inc | 20,008 | $7.55M | 0.96% | +2,873+16.8% | Added |
| MONECO Advisors, LLC | 20,036 | $7.56M | 2.93% | −3,666−15.5% | Reduced |
| PCG Wealth Advisors, LLC | 20,150 | $7.60M | 5.43% | +7,960+65.3% | Added |
| Custos Family Office, LLC | 20,172 | $7.61M | 6.83% | +4,757+30.9% | Added |
| Quent Capital, LLC | 20,184 | $7.61M | 1.63% | +2,573+14.6% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 20,200 | $7.62M | 4.40% | +20,200 | New |
| SFMG, LLC | 20,208 | $7.62M | 0.88% | −4,928−19.6% | Reduced |
| St. Johns Investment Management Company, LLC | 20,285 | $7.65M | 4.87% | −60−0.3% | Reduced |
| Northstar Asset Management LLC | 20,400 | $7.70M | 2.40% | −290−1.4% | Reduced |
| Strategic Blueprint, LLC | 20,428 | $7.71M | 1.00% | −3,426−14.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 20,452 | $7.72M | 0.31% | −70−0.3% | Reduced |
| Hellman Jordan Management Co Inc | 20,557 | $7.75M | 10.43% | +20,557 | New |
| E&G Advisors, LP | 20,578 | $7.76M | 2.63% | −45−0.2% | Reduced |
| Perritt Capital Management Inc | 20,591 | $7.77M | 4.71% | +337+1.7% | Added |
| Mount Capital Ltd | 20,600 | $7.77M | 2.73% | +5,850+39.7% | Added |
| Aspen Investment Management Inc | 20,624 | $7.78M | 4.87% | −98−0.5% | Reduced |
| West Paces Advisors Inc. | 20,699 | $7.81M | 2.66% | −1,724−7.7% | Reduced |
| Godsey & Gibb Associates | 20,748 | $7.83M | 4.34% | +20,748 | New |
| CWA Asset Management Group, LLC | 20,775 | $7.84M | 0.73% | −137−0.7% | Reduced |
| Putnam Investments LLC | 20,792 | $7.84M | 0.01% | −1,409−6.3% | Reduced |
| One Capital Management, LLC | 20,826 | $7.86M | 0.47% | −3,675−15.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 20,837 | $7.86M | 3.51% | −1,060−4.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 20,840 | $7.86M | 0.71% | −1,413−6.3% | Reduced |
| Capital Investment Advisory Services, LLC | 20,900 | $7.88M | 0.96% | +14,794+242.3% | Added |
| DeepCurrents Investment Group LLC | 20,907 | $7.89M | 0.34% | −12,500−37.4% | Reduced |
| South State Corp. | 20,924 | $7.89M | 0.74% | −36−0.2% | Reduced |
| Burleson & Company, LLC | 20,960 | $7.91M | 1.73% | −611−2.8% | Reduced |
| Bridgeworth, LLC | 20,973 | $7.91M | 1.85% | −1,015−4.6% | Reduced |
| WorthPointe, LLC | 21,019 | $7.93M | 6.67% | −3,125−12.9% | Reduced |