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; 4,668 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 | 4,668 | $448.3B |
| Q1 2026 | 4,599 | $356.9B |
| Q4 2025 | 4,645 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Hill Island Financial LLC | 645 | $244.0K | 0.11% | +2+0.3% | Added |
| Planning Center, Inc. | 641 | $246.0K | 0.19% | −305−32.2% | Reduced |
| Baugh & Associates, LLC | 652 | $246.0K | 0.17% | −176−21.3% | Reduced |
| Azimuth Capital Investment Management LLC | 653 | $246.0K | 0.01% | +653 | New |
| Roman Butler Fullerton & Co | 642 | $247.0K | 0.14% | −116−15.3% | Reduced |
| FC Advisory LLC | 655 | $247.0K | 0.12% | −5−0.8% | Reduced |
| Quest Investment Management LLC | 666 | $251.0K | 0.03% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 666 | $251.0K | 0.35% | 00.0% | Unchanged |
| New Capital Management LP | 645 | $251.0K | 0.14% | +645 | New |
| Zullo Investment Group, Inc. | 670 | $253.0K | 0.16% | −6−0.9% | Reduced |
| Premier Asset Management LLC | 616 | $254.0K | 0.21% | −1,604−72.3% | Reduced |
| 180 Wealth Advisors, LLC | 666 | $254.0K | 0.06% | −10−1.5% | Reduced |
| Wealth Management Associates, Inc. | 680 | $256.5K | 0.18% | 00.0% | Unchanged |
| Planning Directions Inc | 682 | $257.0K | 0.20% | +682 | New |
| First Financial Corp | 685 | $258.0K | 0.17% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 684 | $258.0K | 0.15% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 684 | $258.0K | 0.28% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 687 | $259.0K | 0.04% | +387+129.0% | Added |
| Mastrapasqua Asset Management Inc | 688 | $260.0K | 0.04% | −395−36.5% | Reduced |
| Access Financial Services, Inc. | 843 | $260.0K | 0.15% | +843 | New |
| Vision Capital Management, Inc. | 693 | $261.0K | 0.05% | −82−10.6% | Reduced |
| Somerset Trust Co | 692 | $261.0K | 0.11% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 691 | $261.0K | 0.18% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 694 | $262.0K | 0.33% | −1,166−62.7% | Reduced |
| Southland Equity Partners LLC | 697 | $262.9K | 0.12% | +50+7.7% | Added |
| Pecaut & Co. | 697 | $263.0K | 0.15% | +697 | New |
| Bridgecreek Investment Management, LLC | 700 | $264.0K | 0.05% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 700 | $264.0K | 0.13% | +95+15.7% | Added |
| Maripau Wealth Management LLC | 649 | $267.0K | 0.29% | −604−48.2% | Reduced |
| Bernardo Wealth Planning LLC | 708 | $267.0K | 0.15% | +708 | New |
| Hedeker Wealth, LLC | 679 | $268.0K | 0.09% | +32+4.9% | Added |
| Fullen Financial Group | 719 | $271.0K | 0.17% | +2+0.3% | Added |
| Bay Harbor Wealth Management, LLC | 715 | $271.0K | 0.12% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 720 | $272.0K | 0.06% | 00.0% | Unchanged |
| 3EDGE Asset Management, LP | 721 | $272.0K | 0.02% | +67+10.2% | Added |
| RPg Family Wealth Advisory, LLC | 720 | $273.0K | 0.16% | +199+38.2% | Added |
| Mendel Money Management | 729 | $275.0K | 0.16% | +273+59.9% | Added |
| Garrison Asset Management, LLC | 731 | $276.0K | 0.18% | +50+7.3% | Added |
| Pflug Koory, LLC | 733 | $277.0K | 0.16% | −41−5.3% | Reduced |
| Wealthsimple Inc. | 739 | $279.0K | 0.01% | 00.0% | Unchanged |
| James Reed Financial Services, Inc. | 744 | $280.0K | 0.39% | −53,152−98.6% | Reduced |
| LifePro Asset Management | 749 | $283.0K | 0.15% | −711−48.7% | Reduced |
| Maryland Capital Advisors Inc. | 750 | $283.0K | 0.30% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 746 | $284.0K | 0.05% | −305−29.0% | Reduced |
| Safeguard Financial, LLC | 753 | $284.0K | 0.34% | +61+8.8% | Added |
| Ahl Investment Management, Inc. | 752 | $284.0K | 0.29% | +137+22.3% | Added |
| Mendel Capital Management LLC | 759 | $286.0K | 0.32% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 764 | $288.0K | 0.13% | −975−56.1% | Reduced |
| Financial Services Advisory Inc | 769 | $290.0K | 1.19% | −8,862−92.0% | Reduced |
| Arjuna Capital | 768 | $290.0K | 0.14% | −115−13.0% | Reduced |
| Roanoke Asset Management Corp | 770 | $290.0K | 0.13% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 771 | $291.0K | 0.20% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 773 | $291.6K | 0.45% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 775 | $292.0K | 0.11% | −33−4.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 773 | $292.0K | 0.10% | 00.0% | Unchanged |
| AF Advisors, Inc. | 775 | $292.0K | 0.19% | +775 | New |
| KerberRose Wealth Management, LLC | 776 | $293.0K | 0.24% | +776 | New |
| Driehaus Capital Management LLC | 778 | $294.0K | 0.00% | −44−5.4% | Reduced |
| Kathmere Capital Management, LLC | 780 | $294.0K | 0.05% | +98+14.4% | Added |
| Cornerstone National Bank & Trust Co | 781 | $294.6K | 0.15% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 783 | $295.0K | 0.08% | +53+7.3% | Added |
| Am Investment Strategies LLC | 785 | $296.0K | 0.10% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 784 | $296.0K | 0.08% | +3+0.4% | Added |
| AIMZ Investment Advisors, LLC | 787 | $297.0K | 0.14% | −29−3.6% | Reduced |
| Cheviot Value Management, LLC | 788 | $297.0K | 0.07% | +89+12.7% | Added |
| Vaughan & Co Securities, Inc. | 795 | $300.0K | 0.24% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 795 | $300.0K | 0.18% | +88+12.4% | Added |
| Rowland & Co Investment Counsel | 796 | $300.5K | 0.08% | +55+7.4% | Added |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 797 | $301.0K | 0.16% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 799 | $301.0K | 0.18% | +291+57.3% | Added |
| Grant Street Asset Management, Inc. | 798 | $301.0K | 0.16% | +798 | New |
| Bollard Group LLC | 800 | $302.0K | 0.01% | −115,200−99.3% | Reduced |
| Diversified, LLC | 800 | $302.0K | 0.13% | 00.0% | Unchanged |
| RDA Financial Network | 810 | $305.0K | 0.15% | −69−7.8% | Reduced |
| Beta Wealth Group, Inc. | 808 | $305.0K | 0.20% | −6−0.7% | Reduced |
| Bridges Investment Management Inc | 816 | $308.0K | 0.01% | −7−0.9% | Reduced |
| Check Capital Management Inc | 816 | $308.0K | 0.03% | 00.0% | Unchanged |
| Next Capital Management LLC | 820 | $309.0K | 0.23% | +93+12.8% | Added |
| Marble Harbor Investment Counsel, LLC | 820 | $309.0K | 0.05% | +820 | New |
| Sender Co & Partners, Inc. | 820 | $309.0K | 2.62% | +820 | New |
| Corrigan Financial, Inc. | 820 | $309.4K | 0.11% | +20+2.5% | Added |
| O'Brien Wealth Partners LLC | 821 | $310.0K | 0.13% | +306+59.4% | Added |
| Old Mission Investment Co LLC | 823 | $310.5K | 0.14% | +23+2.9% | Added |
| D.B. Root & Company, LLC | 825 | $311.0K | 0.13% | +47+6.0% | Added |
| Gill Capital Partners, LLC | 688 | $311.0K | 0.14% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 826 | $312.0K | 0.40% | −5,748−87.4% | Reduced |
| PSI Advisors, LLC | 828 | $312.0K | 0.15% | −459−35.7% | Reduced |
| SevenBridge Financial Group, LLC | 828 | $312.0K | 0.13% | 00.0% | Unchanged |
| American Money Management, LLC | 831 | $313.0K | 0.09% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 833 | $314.0K | 0.12% | −164−16.4% | Reduced |
| RS Crum Inc. | 834 | $315.0K | 0.16% | −600−41.8% | Reduced |
| Ballast, Inc. | 836 | $315.0K | 0.15% | −8−0.9% | Reduced |
| Parker Investment Management, LLC | 837 | $316.0K | 0.07% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 841 | $317.0K | 0.31% | −6−0.7% | Reduced |
| Wescott Financial Advisory Group, LLC | 841 | $317.0K | 0.09% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 842 | $318.0K | 0.08% | +136+19.3% | Added |
| Triune Financial Partners, LLC | 844 | $318.2K | 0.17% | +47+5.9% | Added |
| DGS Capital Management, LLC | 849 | $320.0K | 0.26% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 848 | $320.0K | 0.34% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 850 | $321.0K | 0.28% | +134+18.7% | Added |