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 |
|---|---|---|---|---|---|
| GenWealth Group, Inc. | 21,020 | $7.93M | 2.54% | −543−2.5% | Reduced |
| Bishop Rock Capital, L.P. | 21,161 | $7.98M | 7.76% | −7,586−26.4% | Reduced |
| Financial Partners Capital Management LLC | 21,340 | $8.05M | 1.73% | +114+0.5% | Added |
| Burke & Herbert Bank & Trust Co | 21,343 | $8.05M | 6.07% | +1,569+7.9% | Added |
| Mayflower Financial Advisors, LLC | 21,355 | $8.06M | 1.23% | −80−0.4% | Reduced |
| Silvercrest Asset Management Group LLC | 21,413 | $8.08M | 0.06% | −1,039−4.6% | Reduced |
| J. W. Coons Advisors, LLC | 21,465 | $8.10M | 2.86% | −3,000−12.3% | Reduced |
| Capasso Planning Partners LLC | 21,536 | $8.12M | 5.76% | +17,234+400.6% | Added |
| Keeley-Teton Advisors, LLC | 21,541 | $8.13M | 1.02% | +1,923+9.8% | Added |
| Kingsview Wealth Management, LLC | 21,562 | $8.13M | 0.39% | −1,265−5.5% | Reduced |
| Atlas Capital Advisors LLC | 21,568 | $8.14M | 1.38% | +999+4.9% | Added |
| Bluefin Capital Management, LLC | 21,448 | $8.16M | 1.12% | −39,952−65.1% | Reduced |
| Stratos Wealth Advisors, LLC | 21,656 | $8.17M | 0.74% | +3,731+20.8% | Added |
| West Branch Capital LLC | 21,733 | $8.20M | 4.74% | −99−0.5% | Reduced |
| Schrum Private Wealth Management LLC | 21,750 | $8.21M | 9.27% | +569+2.7% | Added |
| Lowe Brockenbrough & Co Inc | 21,688 | $8.22M | 0.72% | −1,553−6.7% | Reduced |
| Wealthfront Advisers LLC | 21,830 | $8.23M | 0.04% | +1,424+7.0% | Added |
| Boxwood Ventures, Inc. | 21,838 | $8.27M | 19.57% | 00.0% | Unchanged |
| Miller Value Partners, LLC | 21,934 | $8.28M | 0.46% | +21,934 | New |
| Claar Advisors LLC | 22,025 | $8.31M | 3.25% | +7,425+50.9% | Added |
| Elk River Wealth Management, LLC | 22,038 | $8.33M | 2.11% | +17,706+408.7% | Added |
| Polaris Wealth Advisory Group, LLC | 22,133 | $8.35M | 0.67% | +19,652+792.1% | Added |
| Generation Investment Management LLP | 22,194 | $8.37M | 0.05% | +4,857+28.0% | Added |
| Courier Capital LLC | 22,196 | $8.37M | 0.98% | −522−2.3% | Reduced |
| Compagnie Lombard Odier SCmA | 22,243 | $8.39M | 0.21% | +760+3.5% | Added |
| O'Shaughnessy Asset Management, LLC | 22,279 | $8.40M | 0.16% | −3,870−14.8% | Reduced |
| Grove Bank & Trust | 22,292 | $8.41M | 2.01% | −19−0.1% | Reduced |
| REDW Wealth LLC | 22,298 | $8.41M | 3.09% | −80−0.4% | Reduced |
| Linscomb & Williams, Inc. | 22,301 | $8.41M | 0.48% | +269+1.2% | Added |
| Nwam LLC | 22,275 | $8.46M | 0.78% | +1,613+7.8% | Added |
| Central Trust Co | 22,456 | $8.47M | 0.28% | −6,321−22.0% | Reduced |
| GM Advisory Group, Inc. | 22,465 | $8.47M | 1.32% | −342−1.5% | Reduced |
| Gries Financial LLC | 22,549 | $8.51M | 4.05% | +806+3.7% | Added |
| BDO Wealth Advisors, LLC | 22,431 | $8.54M | 1.05% | −8,952−28.5% | Reduced |
| Coastline Trust Co | 22,647 | $8.54M | 1.26% | +13,529+148.4% | Added |
| Prime Capital Investment Advisors, LLC | 22,853 | $8.62M | 0.51% | +15,905+228.9% | Added |
| YHB Investment Advisors, Inc. | 22,888 | $8.63M | 0.91% | −98−0.4% | Reduced |
| Okabena Investment Services Inc | 22,904 | $8.64M | 4.44% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 22,922 | $8.65M | 2.59% | +532+2.4% | Added |
| Ancora Advisors, LLC | 23,078 | $8.71M | 0.25% | −458−1.9% | Reduced |
| Norris Financial Group, LLC | 23,089 | $8.71M | 7.01% | −12,897−35.8% | Reduced |
| Prism Advisors, Inc. | 23,153 | $8.73M | 3.31% | +225+1.0% | Added |
| Wealth Alliance | 23,169 | $8.74M | 1.68% | +5,529+31.3% | Added |
| Marco Investment Management LLC | 23,183 | $8.75M | 1.02% | −350−1.5% | Reduced |
| Edgestream Partners, L.P. | 23,193 | $8.75M | 0.69% | −1,254−5.1% | Reduced |
| Texas Yale Capital Corp. | 23,234 | $8.77M | 0.57% | +200+0.9% | Added |
| Klingenstein Fields & Co LP | 23,250 | $8.77M | 0.46% | −782−3.3% | Reduced |
| Cordant, Inc. | 23,277 | $8.78M | 6.14% | −285−1.2% | Reduced |
| Exane Derivatives | 23,297 | $8.79M | 5.05% | −6,206−21.0% | Reduced |
| Royal Fund Management, LLC | 23,364 | $8.81M | 1.48% | −1,993−7.9% | Reduced |
| Relative Value Partners Group, LLC | 21,334 | $8.82M | 0.66% | −3,112−12.7% | Reduced |
| Resonant Capital Advisors, LLC | 23,285 | $8.82M | 1.38% | −10.0% | Reduced |
| Planning Alternatives Ltd | 23,581 | $8.90M | 1.68% | −46−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 23,600 | $8.90M | 0.99% | +5,082+27.4% | Added |
| Quintet Private Bank (Europe) S.A. | 20,066 | $8.91M | 0.43% | +20,066 | New |
| Soltis Investment Advisors LLC | 23,658 | $8.93M | 1.30% | +8,614+57.3% | Added |
| LVM Capital Management Ltd | 23,721 | $8.95M | 1.30% | +140+0.6% | Added |
| Confluence Investment Management LLC | 23,723 | $8.95M | 0.14% | +4,600+24.1% | Added |
| Farmer Steven Patrick | 23,723 | $8.95M | 0.14% | +23,723 | New |
| Howard Financial Services, Ltd. | 23,734 | $8.95M | 3.04% | +1,135+5.0% | Added |
| Nadler Financial Group, Inc. | 23,866 | $9.00M | 1.66% | −84−0.4% | Reduced |
| Mairs & Power Inc | 23,869 | $9.01M | 0.11% | −11,120−31.8% | Reduced |
| David R. Rahn & Associates Inc. | 24,095 | $9.09M | 3.72% | −942−3.8% | Reduced |
| Syntal Capital Partners, LLC | 24,036 | $9.11M | 4.03% | −15,987−39.9% | Reduced |
| Carolinas Wealth Consulting LLC | 24,122 | $9.14M | 2.27% | −187−0.8% | Reduced |
| Harbour Investments, Inc. | 24,246 | $9.15M | 0.62% | +24,246 | New |
| Segall Bryant & Hamill, LLC | 24,297 | $9.17M | 0.10% | +308+1.3% | Added |
| Tfo-TDC, LLC | 24,347 | $9.19M | 2.07% | +1,553+6.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 24,402 | $9.21M | 0.44% | −7,010−22.3% | Reduced |
| NBW Capital LLC | 24,453 | $9.22M | 2.53% | +9,494+63.5% | Added |
| Marshall Wace, LLP | 24,466 | $9.23M | 0.02% | +2,165+9.7% | Added |
| Flagship Harbor Advisors, LLC | 24,487 | $9.24M | 1.04% | −2,808−10.3% | Reduced |
| Maryland Capital Management | 24,501 | $9.24M | 0.73% | +47+0.2% | Added |
| Goodwin Daniel L | 24,580 | $9.27M | 5.10% | +33+0.1% | Added |
| Cacti Asset Management LLC | 24,600 | $9.28M | 0.89% | 00.0% | Unchanged |
| Spinnaker Trust | 24,735 | $9.33M | 0.72% | +154+0.6% | Added |
| American Investment Services, Inc. | 24,747 | $9.34M | 2.13% | −23−0.1% | Reduced |
| Salem Investment Counselors Inc | 24,647 | $9.34M | 0.43% | +546+2.3% | Added |
| World Equity Group, Inc. | 24,905 | $9.40M | 2.36% | +2,358+10.5% | Added |
| SFG Wealth Management, LLC. | 24,957 | $9.41M | 10.97% | +8,322+50.0% | Added |
| Scoggin Management LP | 25,000 | $9.43M | 14.82% | +25,000 | New |
| Cartenna Capital, LP | 25,000 | $9.43M | 2.47% | +25,000 | New |
| Systematic Alpha Investments, LLC | 25,170 | $9.49M | 0.54% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 25,169 | $9.49M | 1.52% | +103+0.4% | Added |
| Round Table Services, LLC | 25,091 | $9.50M | 1.73% | −865−3.3% | Reduced |
| Aspire Private Capital, LLC | 25,208 | $9.51M | 3.39% | −13,093−34.2% | Reduced |
| WESPAC Advisors, LLC | 25,224 | $9.52M | 7.25% | +22,941+1,004.9% | Added |
| Evanson Asset Management, LLC | 25,273 | $9.53M | 1.08% | +1,066+4.4% | Added |
| Optimum Investment Advisors | 25,291 | $9.54M | 4.78% | +297+1.2% | Added |
| Beacon Investment Advisory Services, Inc. | 25,364 | $9.57M | 0.50% | +4,180+19.7% | Added |
| Schnieders Capital Management LLC | 25,369 | $9.57M | 2.85% | −534−2.1% | Reduced |
| Victory Capital Management Inc | 25,464 | $9.61M | 0.01% | +7,162+39.1% | Added |
| Pathway Financial Advisors LLC | 25,515 | $9.63M | 4.00% | +86+0.3% | Added |
| Grimes & Company, Inc. | 25,592 | $9.65M | 0.49% | +460+1.8% | Added |
| McLean Asset Management Corp | 25,203 | $9.66M | 3.85% | +580+2.4% | Added |
| Hightower 6M Holding, LLC | 25,618 | $9.66M | 0.81% | +13,729+115.5% | Added |
| Citizens Business Bank | 25,681 | $9.69M | 1.38% | −1,458−5.4% | Reduced |
| Belmont Capital, LLC | 25,719 | $9.70M | 11.75% | −1,700−6.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 25,802 | $9.73M | 2.28% | +5,600+27.7% | Added |
| Penobscot Investment Management Company, Inc. | 25,818 | $9.74M | 1.68% | +1,073+4.3% | Added |