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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 25,869 | $9.76M | 0.96% | +577+2.3% | Added |
| Wealth Architects, LLC | 25,904 | $9.77M | 1.91% | +169+0.7% | Added |
| Rothschild Investment Corp | 25,965 | $9.79M | 0.90% | +2,240+9.4% | Added |
| Stordahl Capital Management, Inc. | 26,018 | $9.81M | 3.73% | −179−0.7% | Reduced |
| Ayalon Holdings Ltd. | 26,006 | $9.83M | 4.68% | +12,824+97.3% | Added |
| Plante Moran Financial Advisors, LLC | 26,141 | $9.86M | 1.65% | +2,509+10.6% | Added |
| Atlas Private Wealth Advisors | 26,169 | $9.87M | 5.92% | +17,366+197.3% | Added |
| Tocqueville Asset Management L.P. | 26,191 | $9.88M | 0.18% | −3,058−10.5% | Reduced |
| Blue Edge Capital, LLC | 26,265 | $9.91M | 2.30% | +529+2.1% | Added |
| Triumph Capital Management | 26,282 | $9.91M | 5.24% | +3,051+13.1% | Added |
| Umb Bank N A | 26,295 | $9.92M | 0.15% | +963+3.8% | Added |
| Pensionmark Financial Group, LLC | 23,942 | $9.92M | 2.08% | −260−1.1% | Reduced |
| Lionsbridge Wealth Management LLC | 26,312 | $9.93M | 11.48% | +12,789+94.6% | Added |
| Meridian Wealth Advisors, LLC | 26,411 | $9.96M | 2.65% | −4,969−15.8% | Reduced |
| AlphaMark Advisors, LLC | 26,474 | $9.99M | 4.61% | +291+1.1% | Added |
| Transcend Wealth Collective, LLC | 26,511 | $10.0M | 1.04% | +375+1.4% | Added |
| Bulltick Wealth Management, LLC | 26,457 | $10.0M | 2.73% | +3,085+13.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 26,632 | $10.0M | 2.57% | +2,705+11.3% | Added |
| Alpha Cubed Investments, LLC | 26,652 | $10.1M | 0.73% | +1,850+7.5% | Added |
| Fayez Sarofim & Co | 26,698 | $10.1M | 0.04% | +15,648+141.6% | Added |
| WR Wealth Planners, LLC | 26,801 | $10.1M | 6.66% | +4,604+20.7% | Added |
| Brown, Lisle/Cummings, Inc. | 26,801 | $10.1M | 5.60% | +2,686+11.1% | Added |
| Childress Capital Advisors, LLC | 26,829 | $10.1M | 4.01% | +3,390+14.5% | Added |
| New England Guild Wealth Advisors, Inc. | 26,836 | $10.1M | 6.25% | −630−2.3% | Reduced |
| Cambridge Trust Co | 26,887 | $10.1M | 0.44% | −4,177−13.4% | Reduced |
| Optas, LLC | 26,906 | $10.2M | 4.15% | 00.0% | Unchanged |
| Successful Portfolios LLC | 26,972 | $10.2M | 6.85% | +80.0% | Added |
| Bartlett & Co. Wealth Management LLC | 26,896 | $10.2M | 0.21% | −86−0.3% | Reduced |
| Bartlett & Co. LLC | 26,896 | $10.2M | 0.21% | −86−0.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 27,056 | $10.2M | 2.62% | −12,198−31.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 25,605 | $10.2M | 6.10% | −720−2.7% | Reduced |
| Founders Capital Management, LLC | 27,099 | $10.2M | 2.62% | +4,741+21.2% | Added |
| Mission Wealth Management, LP | 27,112 | $10.2M | 0.54% | +768+2.9% | Added |
| Financial Partners Group, Inc | 27,175 | $10.3M | 2.57% | +1,358+5.3% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 26,429 | $10.3M | 4.71% | −324−1.2% | Reduced |
| Panagora Asset Management Inc | 27,244 | $10.3M | 0.07% | −20,258−42.6% | Reduced |
| Centaurus Financial, Inc. | 27,431 | $10.3M | 1.02% | −1,634−5.6% | Reduced |
| Clarus Wealth Advisors | 26,956 | $10.4M | 7.29% | −890−3.2% | Reduced |
| Sowa Financial Group, Inc. | 27,543 | $10.4M | 7.92% | +953+3.6% | Added |
| Eagle Capital Management, LLC | 27,592 | $10.4M | 6.19% | −184−0.7% | Reduced |
| Towercrest Capital Management | 27,637 | $10.4M | 2.33% | −381−1.4% | Reduced |
| First Washington CORP | 27,669 | $10.4M | 4.85% | −200−0.7% | Reduced |
| Rockbridge Investment Management, LCC | 27,731 | $10.5M | 2.29% | −3,305−10.6% | Reduced |
| St Germain D J Co Inc | 27,798 | $10.5M | 0.69% | −321−1.1% | Reduced |
| Comprehensive Financial Management LLC | 27,692 | $10.5M | 0.29% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 27,810 | $10.5M | 5.32% | +421+1.5% | Added |
| Linker Capital Management Inc. | 27,827 | $10.5M | 13.04% | −80.0% | Reduced |
| Private Trust Co NA | 27,827 | $10.5M | 1.63% | +3,474+14.3% | Added |
| Berkshire Asset Management LLC | 27,872 | $10.5M | 0.69% | +7,742+38.5% | Added |
| Quattro Financial Advisors LLC | 27,959 | $10.5M | 3.59% | +27,959 | New |
| Firestone Capital Management | 28,120 | $10.6M | 4.13% | −522−1.8% | Reduced |
| Logan Stone Capital, LLC | 28,138 | $10.6M | 7.81% | −26,661−48.7% | Reduced |
| Smith, Salley & Associates | 28,355 | $10.7M | 0.93% | +966+3.5% | Added |
| Warwick Investment Management, Inc. | 28,463 | $10.7M | 5.21% | +30.0% | Added |
| Davidson Capital Management Inc. | 28,481 | $10.7M | 5.07% | +195+0.7% | Added |
| Kestra Private Wealth Services, LLC | 28,675 | $10.8M | 0.62% | −7,532−20.8% | Reduced |
| Principal Street Partners, LLC | 28,695 | $10.8M | 2.80% | −20−0.1% | Reduced |
| Bigelow Investment Advisors, LLC | 28,751 | $10.8M | 5.96% | −443−1.5% | Reduced |
| Granite Bay Wealth Management, LLC | 28,769 | $10.9M | 8.42% | +27,711+2,619.2% | Added |
| Dowling & Yahnke LLC | 28,794 | $10.9M | 0.51% | −179−0.6% | Reduced |
| Weiss Asset Management LP | 28,849 | $10.9M | 0.29% | −237,569−89.2% | Reduced |
| Coury Firm Asset Management LLC | 28,870 | $10.9M | 14.44% | −5,015−14.8% | Reduced |
| Great Lakes Advisors, LLC | 28,975 | $10.9M | 0.22% | +44+0.2% | Added |
| Boston Financial Mangement LLC | 29,450 | $11.1M | 0.48% | +3,819+14.9% | Added |
| Oldfather Financial Services, LLC | 27,743 | $11.1M | 6.35% | −956−3.3% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 29,510 | $11.1M | 6.75% | 00.0% | Unchanged |
| Patten & Patten Inc | 29,681 | $11.2M | 0.98% | +16+0.1% | Added |
| Capital Group Private Client Services, Inc. | 29,755 | $11.2M | 0.14% | +15,692+111.6% | Added |
| Pinebridge Investments, L.P. | 29,860 | $11.3M | 0.14% | −48,679−62.0% | Reduced |
| Sierra Capital LLC | 29,861 | $11.3M | 2.04% | −504−1.7% | Reduced |
| Legal & General Group Plc | 29,900 | $11.3M | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 30,011 | $11.3M | 0.44% | −736−2.4% | Reduced |
| Sanchez Wealth Management Group | 30,040 | $11.3M | 5.63% | +350+1.2% | Added |
| Accuvest Global Advisors | 30,155 | $11.4M | 7.32% | −22,564−42.8% | Reduced |
| Momentum Advisors, LLC | 30,279 | $11.4M | 12.84% | +30,279 | New |
| WealthBridge Capital Management, LLC | 30,378 | $11.5M | 4.89% | +258+0.9% | Added |
| Congress Wealth Management LLC | 30,532 | $11.5M | 0.29% | −155−0.5% | Reduced |
| Taurus Asset Management, LLC | 30,606 | $11.5M | 1.42% | +70+0.2% | Added |
| Appleton Partners Inc | 30,644 | $11.6M | 1.09% | −616−2.0% | Reduced |
| Pictet & Cie (Europe) SA | 30,832 | $11.6M | 0.54% | −5,325−14.7% | Reduced |
| Personal Capital Advisors Corp | 30,850 | $11.6M | 0.06% | −733−2.3% | Reduced |
| Henshaw Capital LLC | 30,900 | $11.7M | 0.81% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 30,965 | $11.7M | 1.81% | +3,042+10.9% | Added |
| Humankind Investments LLC | 31,170 | $11.8M | 5.62% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 31,261 | $11.8M | 4.05% | +1,434+4.8% | Added |
| Proficio Capital Partners LLC | 31,580 | $11.9M | 2.23% | +197+0.6% | Added |
| Select Asset Management & Trust | 31,640 | $11.9M | 12.84% | −2,262−6.7% | Reduced |
| K.J. Harrison & Partners Inc | 31,626 | $11.9M | 3.22% | +8,991+39.7% | Added |
| Audent Global Asset Management, LLC | 31,681 | $12.0M | 10.74% | −9,378−22.8% | Reduced |
| AdvisorNet Financial, Inc | 31,784 | $12.0M | 1.18% | −1,285−3.9% | Reduced |
| Fieldpoint Private Securities, LLC | 32,004 | $12.1M | 3.51% | −1,683−5.0% | Reduced |
| Paragon Financial Partners, Inc. | 32,066 | $12.1M | 12.43% | −624−1.9% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 31,948 | $12.1M | 10.00% | +154+0.5% | Added |
| Capital International Investors | 31,937 | $12.1M | 0.00% | +10,589+49.6% | Added |
| Legacy Advisors, LLC | 32,262 | $12.2M | 2.56% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 32,139 | $12.2M | 0.63% | −7,854−19.6% | Reduced |
| First Foundation Advisors | 32,267 | $12.2M | 0.54% | −4,358−11.9% | Reduced |
| LFA - Lugano Financial Advisors SA | 32,292 | $12.2M | 8.52% | +2,986+10.2% | Added |
| Navis Wealth Advisors, LLC | 32,359 | $12.2M | 13.08% | −2,859−8.1% | Reduced |
| Quadrant Capital Group LLC | 32,434 | $12.2M | 1.64% | +45+0.1% | Added |