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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 52,533 | $19.8M | 0.71% | +1,854+3.7% | Added |
| Burt Wealth Advisors | 52,655 | $19.9M | 6.90% | −279−0.5% | Reduced |
| IFG Advisors, LLC | 53,034 | $20.0M | 10.12% | +643+1.2% | Added |
| Phoenix Holdings Ltd. | 53,269 | $20.1M | 0.42% | +24,742+86.7% | Added |
| Affinia Financial Group, LLC | 51,745 | $20.1M | 16.93% | −36,333−41.3% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 53,472 | $20.2M | 0.03% | +53,472 | New |
| Trust Co of Virginia | 53,556 | $20.2M | 2.42% | −79−0.1% | Reduced |
| Advisory Services Network, LLC | 53,669 | $20.2M | 0.69% | +12,854+31.5% | Added |
| Bank of the West | 53,673 | $20.2M | 2.57% | −5,028−8.6% | Reduced |
| Ameritas Advisory Services, LLC | 53,691 | $20.3M | 1.17% | +2,851+5.6% | Added |
| Cardiff Park Advisors, LLC | 54,373 | $20.5M | 3.11% | +166+0.3% | Added |
| Rathbone Brothers plc | 55,208 | $20.8M | 0.24% | −564−1.0% | Reduced |
| Solitude Financial Services | 55,289 | $20.9M | 14.63% | +25,881+88.0% | Added |
| Erste Asset Management GmbH | 55,610 | $21.1M | 0.47% | +280+0.5% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 56,148 | $21.2M | 14.88% | +344+0.6% | Added |
| Caas Capital Management LP | 56,210 | $21.2M | 2.88% | +56,210 | New |
| Howland Capital Management LLC | 56,187 | $21.3M | 1.31% | +6,848+13.9% | Added |
| Keeler Thomas Management LLC | 59,261 | $21.8M | 10.85% | +59,261 | New |
| Summit Trail Advisors, LLC | 57,598 | $21.8M | 1.35% | −18,951−24.8% | Reduced |
| Coastal Investment Advisors, Inc. | 57,423 | $21.9M | 5.37% | +582+1.0% | Added |
| Associated Banc-Corp | 58,437 | $22.0M | 0.97% | +1,037+1.8% | Added |
| Bromfield Sneider Wealth Advisors | 58,854 | $22.2M | 27.00% | −561−0.9% | Reduced |
| Calamos Wealth Management LLC | 58,864 | $22.2M | 1.97% | +7,546+14.7% | Added |
| Allspring Global Investments Holdings, LLC | 59,086 | $22.3M | 0.04% | +4,512+8.3% | Added |
| Nepc LLC | 59,430 | $22.4M | 3.21% | +25,200+73.6% | Added |
| Minot Wealth Management LLC | 59,934 | $22.6M | 5.81% | +2,793+4.9% | Added |
| IPG Investment Advisors LLC | 60,009 | $22.7M | 5.69% | +1,378+2.4% | Added |
| Signaturefd, LLC | 60,278 | $22.7M | 0.77% | −2,753−4.4% | Reduced |
| V Wealth Advisors LLC | 60,554 | $22.8M | 4.31% | −1,430−2.3% | Reduced |
| Roth Financial Partners LLC | 60,696 | $22.9M | 18.29% | +2,432+4.2% | Added |
| Adviser Investments LLC | 60,783 | $22.9M | 1.55% | −470−0.8% | Reduced |
| Washburn Capital Management, Inc. | 60,837 | $23.0M | 19.77% | −2,236−3.5% | Reduced |
| Perigon Wealth Management, LLC | 60,976 | $23.0M | 1.92% | +5,838+10.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 60,985 | $23.0M | 3.71% | −608−1.0% | Reduced |
| 4Thought Financial Group Inc. | 61,137 | $23.1M | 21.65% | +5,438+9.8% | Added |
| North Star Investment Management Corp. | 61,593 | $23.2M | 2.11% | −94−0.2% | Reduced |
| Chesley Taft & Associates LLC | 61,644 | $23.3M | 1.59% | −404−0.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 61,887 | $23.3M | 11.57% | −997−1.6% | Reduced |
| First Nebraska Trust Co | 61,914 | $23.4M | 3.06% | −60−0.1% | Reduced |
| Swiss Life Asset Management Ltd | 61,700 | $23.4M | 0.38% | −1,800−2.8% | Reduced |
| IFP Advisors, Inc | 115,857 | $23.4M | 0.79% | −129,611−52.8% | Reduced |
| MTC Wealth Management LLC | 62,484 | $23.6M | 12.58% | −7,787−11.1% | Reduced |
| Oppenheimer & Co Inc | 62,554 | $23.6M | 0.51% | −18,597−22.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 62,682 | $23.6M | 5.89% | −837−1.3% | Reduced |
| Afg Fiduciary Services Limited Partnership | 63,555 | $24.0M | 20.83% | −772−1.2% | Reduced |
| Abbrea Capital, LLC | 63,306 | $24.0M | 3.99% | −47−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 63,583 | $24.0M | 0.75% | +14,855+30.5% | Added |
| First Western Trust Bank | 63,133 | $24.0M | 1.59% | +13,176+26.4% | Added |
| Frank, Rimerman Advisors LLC | 63,866 | $24.1M | 9.20% | −8,587−11.9% | Reduced |
| Inscription Capital, LLC | 64,132 | $24.2M | 4.36% | −64−0.1% | Reduced |
| Meridian Wealth Management, LLC | 64,209 | $24.2M | 1.98% | +1,625+2.6% | Added |
| NEIRG Wealth Management, LLC | 64,369 | $24.3M | 5.30% | −2,844−4.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 64,623 | $24.4M | 7.96% | +409+0.6% | Added |
| Redhawk Wealth Advisors, Inc. | 64,916 | $24.5M | 11.10% | −41,423−39.0% | Reduced |
| Clear Harbor Asset Management, LLC | 64,991 | $24.5M | 3.28% | +486+0.8% | Added |
| First Financial Bank - Trust Division | 65,266 | $24.6M | 3.00% | −508−0.8% | Reduced |
| Aspiriant, LLC | 65,482 | $24.7M | 1.19% | +130.0% | Added |
| Enterprise Trust & Investment Co | 65,566 | $24.7M | 10.33% | +11,103+20.4% | Added |
| Hall Kathryn A. | 65,580 | $24.7M | 9.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 65,606 | $24.8M | 1.39% | −3,269−4.7% | Reduced |
| CoreCap Advisors, LLC | 65,953 | $24.9M | 1.94% | −28,000−29.8% | Reduced |
| Amarillo National Bank | 65,959 | $24.9M | 5.51% | −332−0.5% | Reduced |
| Seven Post Investment Office LP | 66,274 | $25.0M | 9.31% | +2,629+4.1% | Added |
| Condor Capital Management | 66,714 | $25.2M | 3.27% | −1,411−2.1% | Reduced |
| BigSur Wealth Management LLC | 66,444 | $25.2M | 11.86% | −500−0.7% | Reduced |
| StrategIQ Financial Group, LLC | 67,681 | $25.5M | 3.09% | +1,079+1.6% | Added |
| MMBG Investment Advisors Co. | 68,037 | $25.7M | 3.18% | −55−0.1% | Reduced |
| Pacific Wealth Management | 68,057 | $25.7M | 28.29% | −47,071−40.9% | Reduced |
| Choate Investment Advisors | 68,153 | $25.7M | 1.56% | −1,105−1.6% | Reduced |
| Institutional & Family Asset Management, LLC | 68,211 | $25.7M | 4.49% | +6,558+10.6% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 69,112 | $26.0M | 5.69% | −33,676−32.8% | Reduced |
| Wealth Advisory Solutions, LLC | 68,955 | $26.0M | 6.40% | −9,275−11.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 69,008 | $26.0M | 0.06% | +69,007+6,900,700.0% | Added |
| TownSquare Capital, LLC | 69,082 | $26.1M | 0.74% | +23,303+50.9% | Added |
| Wind River Trust Co | 69,113 | $26.1M | 12.67% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 69,016 | $26.1M | 2.60% | −29,015−29.6% | Reduced |
| Cambridge Associates LLC | 69,568 | $26.2M | 2.10% | −12,173−14.9% | Reduced |
| CPWM, LLC | 69,636 | $26.3M | 2.34% | −1,942−2.7% | Reduced |
| Hantz Financial Services, Inc. | 69,905 | $26.4M | 0.89% | −246−0.4% | Reduced |
| Alight Capital Management LP | 70,000 | $26.4M | 29.32% | +30,000+75.0% | Added |
| Johnson Financial Group, Inc. | 70,174 | $26.5M | 1.90% | −172−0.2% | Reduced |
| Evermay Wealth Management LLC | 70,020 | $26.5M | 5.15% | −226−0.3% | Reduced |
| Birinyi Associates Inc | 70,280 | $26.5M | 12.00% | −9,234−11.6% | Reduced |
| Granby Capital Management, LLC | 70,500 | $26.6M | 20.92% | +16,000+29.4% | Added |
| Dorsey & Whitney Trust CO LLC | 70,537 | $26.6M | 2.70% | +7,082+11.2% | Added |
| Caldwell Trust Co | 70,766 | $26.7M | 3.67% | −3,662−4.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 71,379 | $26.9M | 0.53% | +7,320+11.4% | Added |
| Vantage Financial Partners Ltd., Inc. | 72,190 | $27.2M | 16.16% | +1,080+1.5% | Added |
| LSP Investment Advisors, LLC | 72,200 | $27.2M | 10.75% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 72,595 | $27.4M | 1.87% | +26,200+56.5% | Added |
| Anfield Capital Management, LLC | 72,783 | $27.5M | 12.42% | −4,563−5.9% | Reduced |
| Bryn Mawr Trust Co | 73,120 | $27.6M | 1.27% | −1,949−2.6% | Reduced |
| Financial Advocates Investment Management | 73,254 | $27.6M | 2.24% | −13,772−15.8% | Reduced |
| Element Pointe Advisors, LLC | 73,260 | $27.6M | 11.48% | −762−1.0% | Reduced |
| Wealthcare Advisory Partners LLC | 74,033 | $27.9M | 1.69% | +5,977+8.8% | Added |
| Cornerstone Wealth Group, LLC | 74,072 | $27.9M | 5.85% | +31,183+72.7% | Added |
| MKT Advisors LLC | 72,781 | $28.0M | 21.81% | +3,657+5.3% | Added |
| Telemus Capital, LLC | 74,365 | $28.1M | 2.72% | +2,755+3.8% | Added |
| Ci Investments Inc. | 74,505 | $28.1M | 0.13% | −113,664−60.4% | Reduced |
| Capital Wealth Planning, LLC | 74,506 | $28.1M | 0.55% | +8,056+12.1% | Added |