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 | 4,600 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Fishman Jay A Ltd | 855 | $322.5K | 0.04% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 855 | $323.0K | 0.24% | +7+0.8% | Added |
| LPWM LLC | 832 | $323.0K | 0.18% | 00.0% | Unchanged |
| Rezny Wealth Management, Inc. | 861 | $324.0K | 0.12% | −64−6.9% | Reduced |
| Bank of Stockton | 860 | $324.0K | 0.12% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 860 | $324.0K | 0.36% | +2+0.2% | Added |
| Frisch Financial Group, Inc. | 862 | $325.0K | 0.13% | −614−41.6% | Reduced |
| Dohj, LLC | 860 | $325.0K | 0.19% | −62−6.7% | Reduced |
| Landaas & Co | 866 | $327.0K | 0.20% | −620−41.7% | Reduced |
| Blue Barn Wealth, LLC | 870 | $328.0K | 0.25% | +1+0.1% | Added |
| Stillwater Capital Advisors, LLC | 870 | $328.0K | 0.06% | +396+83.5% | Added |
| Doliver Advisors, LP | 871 | $329.0K | 0.12% | −309−26.2% | Reduced |
| Smith Shellnut Wilson LLC | 877 | $331.0K | 0.20% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 804 | $331.0K | 0.44% | +90+12.6% | Added |
| Financial Life Advisors | 879 | $332.0K | 0.16% | −46−5.0% | Reduced |
| Stewardship Advisors, LLC | 879 | $332.0K | 0.14% | −39−4.2% | Reduced |
| DeDora Capital, Inc. | 881 | $332.0K | 0.17% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 833 | $332.0K | 0.25% | −103−11.0% | Reduced |
| Corbenic Partners LLC | 880 | $333.0K | 0.09% | +2+0.2% | Added |
| Cedar Wealth Management, LLC | 885 | $334.0K | 0.15% | −10−1.1% | Reduced |
| Decatur Capital Management, Inc. | 889 | $335.0K | 0.25% | 00.0% | Unchanged |
| Presidio Capital Management, LLC | 892 | $337.0K | 0.36% | +892 | New |
| Ade, LLC | 898 | $339.0K | 0.36% | 00.0% | Unchanged |
| Martin & Co Inc | 900 | $340.0K | 0.10% | 00.0% | Unchanged |
| Advocate Group LLC | 902 | $340.0K | 0.08% | +902 | New |
| Lion Street Advisors, LLC | 744 | $342.0K | 0.18% | −4−0.5% | Reduced |
| ICONIQ Capital, LLC | 909 | $343.0K | 0.00% | −9,039−90.9% | Reduced |
| Sawgrass Asset Management LLC | 908 | $343.0K | 0.04% | −93−9.3% | Reduced |
| Pointe Capital Management LLC | 920 | $347.0K | 0.26% | −440−32.4% | Reduced |
| RVW Wealth, LLC | 919 | $347.0K | 0.05% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 922 | $348.0K | 0.13% | −180−16.3% | Reduced |
| Coombe, Bender & Co LLC | 921 | $348.0K | 0.29% | +921 | New |
| DCM Advisors, LLC | 920 | $348.0K | 0.15% | +920 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 927 | $350.0K | 0.14% | −80−7.9% | Reduced |
| United Community Bank | 929 | $350.5K | 0.38% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 930 | $351.0K | 0.11% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 905 | $352.0K | 0.20% | 00.0% | Unchanged |
| Mechanics Financial Corp | 937 | $353.0K | 0.21% | −58−5.8% | Reduced |
| Gables Capital Management Inc. | 935 | $353.0K | 0.27% | −20−2.1% | Reduced |
| Topel & Distasi Wealth Management, LLC | 937 | $353.0K | 0.20% | −3−0.3% | Reduced |
| Addison Capital Co | 935 | $353.0K | 0.21% | +156+20.0% | Added |
| TCTC Holdings, LLC | 936 | $354.0K | 0.02% | −310−24.9% | Reduced |
| Cutler Capital Management, LLC | 938 | $354.0K | 0.14% | +34+3.8% | Added |
| L2 Asset Management, LLC | 938 | $354.0K | 0.26% | +938 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 942 | $355.0K | 0.06% | +22+2.4% | Added |
| Constitution Capital LLC | 943 | $356.0K | 0.23% | +87+10.2% | Added |
| Meridian Wealth Partners, LLC | 947 | $357.0K | 0.08% | −40−4.1% | Reduced |
| Regal Wealth Group, Inc. | 949 | $358.0K | 0.26% | +3+0.3% | Added |
| Lester Murray Antman dba SimplyRich | 952 | $359.0K | 0.15% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 954 | $360.0K | 0.17% | −490−33.9% | Reduced |
| Greytown Advisors Inc. | 955 | $362.0K | 0.21% | +13+1.4% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 962 | $363.0K | 0.49% | +962 | New |
| Investors Research Corp | 966 | $364.0K | 0.11% | 00.0% | Unchanged |
| McRae Capital Management Inc | 972 | $367.0K | 0.10% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 977 | $368.0K | 0.40% | +53+5.7% | Added |
| Straight Path Wealth Management | 981 | $370.0K | 0.36% | −657−40.1% | Reduced |
| Wealth Effects LLC | 979 | $370.0K | 0.22% | −51−5.0% | Reduced |
| TD Capital Management LLC | 980 | $370.0K | 0.05% | +3+0.3% | Added |
| Bluestem Financial Advisors, LLC | 986 | $372.0K | 0.26% | −347−26.0% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 986 | $372.0K | 0.00% | −65−6.2% | Reduced |
| EagleClaw Capital Managment, LLC | 985 | $372.0K | 0.10% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 988 | $372.7K | 0.14% | +15+1.5% | Added |
| Terra Nova Asset Management LLC | 995 | $375.0K | 0.42% | +3+0.3% | Added |
| Forum Private Client Group LLC | 995 | $375.0K | 0.27% | +547+122.1% | Added |
| FSC Wealth Advisors, LLC | 997 | $376.0K | 3.33% | −30,170−96.8% | Reduced |
| Retirement Solution Inc. | 996 | $376.0K | 0.20% | −511−33.9% | Reduced |
| Acima Private Wealth, LLC | 999 | $376.9K | 0.19% | 00.0% | Unchanged |
| K2 Principal Fund, L.P. | 1,000 | $377.0K | 0.06% | −64,553−98.5% | Reduced |
| Palisade Capital Management LLC | 1,000 | $377.0K | 0.01% | 00.0% | Unchanged |
| Capital Management Corp | 1,000 | $377.0K | 0.09% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,000 | $377.0K | 0.48% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,001 | $377.0K | 0.08% | +1+0.1% | Added |
| Sara-Bay Financial | 998 | $378.0K | 0.19% | +6+0.6% | Added |
| Curi Capital | 1,002 | $378.0K | 0.07% | +71+7.6% | Added |
| Sadoff Investment Management LLC | 1,000 | $379.0K | 0.03% | −45−4.3% | Reduced |
| Washington Trust Bank | 1,005 | $379.0K | 0.05% | −24−2.3% | Reduced |
| Astoria Strategic Wealth, Inc. | 1,005 | $379.0K | 0.17% | −11−1.1% | Reduced |
| Athena Investment Management | 1,006 | $379.0K | 0.30% | 00.0% | Unchanged |
| Stone Asset Management Inc. | 1,008 | $380.0K | 0.24% | +2+0.2% | Added |
| Bruderman Asset Management, LLC | 1,009 | $381.0K | 0.68% | −105−9.4% | Reduced |
| Marion Wealth Management | 1,010 | $381.0K | 0.20% | +1,010 | New |
| Magnolia Capital Advisors LLC | 1,014 | $382.0K | 0.35% | +17+1.7% | Added |
| KCS Wealth Advisory | 1,014 | $383.0K | 0.17% | −35−3.3% | Reduced |
| HFR Wealth Management, LLC | 1,014 | $383.0K | 0.12% | 00.0% | Unchanged |
| Legacy Wealth Planning, LLC | 1,019 | $384.0K | 0.55% | −309−23.3% | Reduced |
| Opus Capital Group, LLC | 1,017 | $384.0K | 0.08% | −16−1.5% | Reduced |
| Strengthening Families & Communities, LLC | 850 | $384.0K | 0.23% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 1,017 | $384.0K | 0.02% | +572+128.5% | Added |
| First National Bank Sioux Falls | 1,021 | $386.0K | 0.49% | −1,115−52.2% | Reduced |
| Orleans Capital Management Corp | 1,024 | $386.0K | 0.29% | −120−10.5% | Reduced |
| Eudaimonia Advisors LLC | 1,023 | $386.0K | 0.27% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 1,026 | $387.0K | 0.21% | +2+0.2% | Added |
| Eastover Investment Advisors LLC | 1,025 | $387.0K | 0.24% | +15+1.5% | Added |
| Cornerstone Capital, Inc. | 1,028 | $388.0K | 0.05% | 00.0% | Unchanged |
| TPG Financial Advisors, LLC | 1,030 | $389.0K | 0.26% | 00.0% | Unchanged |
| Keystone Financial Services | 954 | $389.0K | 0.21% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,035 | $390.0K | 0.16% | +29+2.9% | Added |
| JGP Wealth Management, LLC | 1,018 | $390.0K | 0.08% | +103+11.3% | Added |
| Abbot Financial Management, Inc. | 1,037 | $391.0K | 0.24% | +80+8.4% | Added |
| Private Capital Group, LLC | 1,035 | $392.0K | 0.30% | −11,685−91.9% | Reduced |