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 |
|---|---|---|---|---|---|
| AAFCPAs Wealth Management, LLC | 1,287 | $485.8K | 0.37% | −3−0.2% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 1,288 | $485.9K | 0.07% | −1,042,701−99.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,291 | $487.0K | 0.15% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,294 | $488.0K | 0.11% | 00.0% | Unchanged |
| Kiwi Wealth Investments Limited Partnership | 1,295 | $488.5K | 0.03% | +1,295 | New |
| Betterment LLC | 1,300 | $490.0K | 0.00% | −151−10.4% | Reduced |
| D'Orazio & Associates, Inc. | 1,299 | $490.0K | 0.13% | −99−7.1% | Reduced |
| Summit X, LLC | 1,295 | $490.0K | 0.14% | −22−1.7% | Reduced |
| Snider Financial Group | 1,302 | $491.0K | 0.27% | +707+118.8% | Added |
| Ensign Peak Advisors, Inc | 1,305 | $492.0K | 0.00% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,310 | $494.0K | 0.13% | −3,740−74.1% | Reduced |
| Finer Wealth Management, Inc. | 1,310 | $494.0K | 0.45% | −332−20.2% | Reduced |
| Harbor Group, Inc. | 1,309 | $494.0K | 0.36% | +17+1.3% | Added |
| Sentinel Pension Advisors Inc | 1,309 | $494.0K | 0.17% | +287+28.1% | Added |
| Karpus Management, Inc. | 1,320 | $498.0K | 0.02% | −50−3.6% | Reduced |
| Falcon Wealth Planning | 1,322 | $499.0K | 0.17% | −71−5.1% | Reduced |
| HC Financial Advisors Inc | 1,322 | $499.0K | 0.33% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,218 | $500.0K | 0.14% | +47+4.0% | Added |
| Monterey Private Wealth, Inc. | 1,332 | $502.0K | 0.29% | −20−1.5% | Reduced |
| Dock Street Asset Management Inc | 1,330 | $502.0K | 0.11% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 1,330 | $502.0K | 0.35% | +155+13.2% | Added |
| jvl associates llc | 1,332 | $502.0K | 0.35% | +238+21.8% | Added |
| Northwest Investment Counselors, LLC | 1,334 | $503.0K | 0.15% | −252−15.9% | Reduced |
| American Trust Investment Advisors, LLC | 1,336 | $504.0K | 0.32% | 00.0% | Unchanged |
| Cordasco Financial Network | 1,337 | $505.0K | 0.37% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,339 | $505.0K | 0.36% | +400+42.6% | Added |
| True Link Financial Advisors, LLC | 1,341 | $506.0K | 0.08% | −494−26.9% | Reduced |
| WealthTrust Axiom LLC | 1,342 | $506.0K | 0.18% | +251+23.0% | Added |
| Lafayette Investments, Inc. | 1,347 | $508.0K | 0.15% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 1,349 | $509.0K | 0.42% | +130+10.7% | Added |
| TRH Financial, LLC | 1,358 | $512.0K | 0.17% | −73−5.1% | Reduced |
| Morse Asset Management, Inc | 1,357 | $512.0K | 0.16% | +133+10.9% | Added |
| Dentgroup LLC | 1,360 | $513.0K | 0.57% | +4+0.3% | Added |
| ForthRight Wealth Management, LLC | 1,366 | $515.0K | 0.29% | +5+0.4% | Added |
| Brightworth | 1,373 | $518.0K | 0.06% | +130+10.5% | Added |
| Adamsbrown Wealth Consultants LLC | 1,377 | $519.0K | 0.41% | −135−8.9% | Reduced |
| Paradigm Capital Management, LLC | 1,380 | $520.0K | 0.65% | −88−6.0% | Reduced |
| TFG Advisers LLC | 1,381 | $521.0K | 0.28% | −3−0.2% | Reduced |
| LS Investment Advisors, LLC | 1,380 | $521.0K | 0.10% | +100+7.8% | Added |
| Reston Wealth Management LLC | 1,383 | $522.0K | 0.29% | +204+17.3% | Added |
| Wealth Quarterback LLC | 1,383 | $522.0K | 0.41% | +1,383 | New |
| Telos Capital Management, Inc. | 1,393 | $525.0K | 0.08% | +207+17.5% | Added |
| Bryant Woods Investment Advisors, LLC | 1,394 | $526.0K | 0.50% | −61−4.2% | Reduced |
| Grant/GrossMendelsohn, LLC | 1,385 | $527.0K | 0.29% | −38−2.7% | Reduced |
| Advisory Research Inc | 1,396 | $527.0K | 0.05% | +615+78.7% | Added |
| Nkcfo LLC | 1,400 | $528.0K | 0.19% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 1,401 | $529.0K | 0.23% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,402 | $529.0K | 0.15% | +223+18.9% | Added |
| Gradient Capital Advisors, LLC | 1,406 | $530.0K | 0.25% | +75+5.6% | Added |
| Schoolcraft Capital LLC | 1,407 | $530.8K | 0.17% | +1+0.1% | Added |
| Great Point Wealth Advisors, LLC | 1,413 | $533.0K | 0.19% | 00.0% | Unchanged |
| Taylor Wealth Management Partners | 1,414 | $533.0K | 0.30% | +1,414 | New |
| Burton Enright Welch | 1,415 | $533.8K | 0.32% | +3+0.2% | Added |
| Newton One Investments LLC | 1,418 | $535.0K | 0.40% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,418 | $535.0K | 0.33% | +2+0.1% | Added |
| Horan Securities, Inc. | 1,405 | $537.0K | 0.33% | +15+1.1% | Added |
| Family Firm, Inc. | 1,426 | $538.0K | 0.16% | +5+0.4% | Added |
| Colonial River Wealth Management, LLC | 1,429 | $539.0K | 0.35% | −150−9.5% | Reduced |
| Wade Financial Advisory, Inc | 1,430 | $539.0K | 0.26% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,430 | $540.0K | 1.04% | +1,430 | New |
| Marotta Asset Management | 1,417 | $540.2K | 0.13% | −15−1.0% | Reduced |
| Coastal Capital Group, Inc. | 1,436 | $542.0K | 0.15% | −21−1.4% | Reduced |
| Wiser Wealth Management, Inc | 1,436 | $542.0K | 0.28% | +32+2.3% | Added |
| Beacon Wealthcare LLC | 1,437 | $542.0K | 0.30% | +34+2.4% | Added |
| Nomura Asset Management Co Ltd | 1,437 | $542.1K | 0.00% | −2,400−62.5% | Reduced |
| Fortress Wealth Management, Inc. | 1,441 | $544.0K | 0.51% | −590−29.0% | Reduced |
| Colonial Trust Advisors | 1,450 | $547.0K | 0.08% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,442 | $549.0K | 0.01% | +1,442 | New |
| Integrated Investment Consultants, LLC | 1,460 | $551.0K | 0.20% | +430+41.7% | Added |
| McDonough Capital Management, Inc | 1,464 | $552.0K | 0.61% | −69−4.5% | Reduced |
| Wolff Financial Management LLC | 1,466 | $553.0K | 0.25% | +2+0.1% | Added |
| Etfidea, LLC | 1,471 | $554.9K | 0.28% | +80+5.8% | Added |
| Aberdeen Wealth Management LLC | 1,470 | $555.0K | 0.44% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,473 | $556.0K | 0.26% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 1,477 | $557.0K | 0.02% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 1,479 | $558.0K | 0.39% | −120−7.5% | Reduced |
| Waypoint Wealth Partners Inc. | 1,482 | $559.0K | 0.21% | −856−36.6% | Reduced |
| Traphagen Investment Advisors LLC | 1,816 | $559.1K | 0.10% | +50+2.8% | Added |
| Financial Planning & Information Services, Inc. | 1,488 | $561.0K | 0.14% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,488 | $561.0K | 0.40% | +1,488 | New |
| Oak Harvest Investment Services | 1,492 | $563.0K | 0.15% | −53−3.4% | Reduced |
| Stony Point Wealth Management Inc. | 1,497 | $565.0K | 0.37% | −5−0.3% | Reduced |
| PAX Financial Group, LLC | 1,498 | $565.0K | 0.14% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,500 | $566.0K | 0.05% | −468−23.8% | Reduced |
| Standard Family Office LLC | 1,500 | $566.0K | 5.61% | +750+100.0% | Added |
| Kim, LLC | 1,500 | $566.0K | 0.03% | +1,500 | New |
| First National Bank of South Miami | 1,506 | $568.0K | 0.39% | −87−5.5% | Reduced |
| WFA of San Diego, LLC | 1,518 | $573.0K | 0.49% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 1,536 | $579.0K | 0.09% | −1−0.1% | Reduced |
| Integrity Financial Corp | 1,539 | $580.0K | 0.55% | −44−2.8% | Reduced |
| Fountainhead AM, LLC | 1,539 | $580.0K | 0.31% | +361+30.6% | Added |
| Aufman Associates Inc | 1,539 | $581.0K | 0.55% | −88−5.4% | Reduced |
| Peachtree Investment Partners, LLC | 1,542 | $582.0K | 0.36% | −6,148−79.9% | Reduced |
| X-Square Capital, LLC | 1,545 | $583.0K | 0.35% | −585−27.5% | Reduced |
| Retirement Planning Group | 1,547 | $584.0K | 0.07% | −386−20.0% | Reduced |
| Wilson & Boucher Capital Management, LLC | 1,547 | $584.0K | 0.64% | −80−4.9% | Reduced |
| Hyperion Capital Advisors LP | 1,549 | $584.0K | 0.27% | 00.0% | Unchanged |
| Financial Management Network Inc | 1,533 | $584.0K | 0.31% | +12+0.8% | Added |
| HighMark Wealth Management LLC | 1,554 | $586.0K | 0.47% | −16−1.0% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,554 | $586.0K | 0.63% | 00.0% | Unchanged |