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 |
|---|---|---|---|---|---|
| Citizens Business Bank | 25,681 | $9.69M | 1.38% | −1,458−5.4% | Reduced |
| Hightower 6M Holding, LLC | 25,618 | $9.66M | 0.81% | +13,729+115.5% | Added |
| McLean Asset Management Corp | 25,203 | $9.66M | 3.85% | +580+2.4% | Added |
| Grimes & Company, Inc. | 25,592 | $9.65M | 0.49% | +460+1.8% | Added |
| Pathway Financial Advisors LLC | 25,515 | $9.63M | 4.00% | +86+0.3% | Added |
| Victory Capital Management Inc | 25,464 | $9.61M | 0.01% | +7,162+39.1% | Added |
| Schnieders Capital Management LLC | 25,369 | $9.57M | 2.85% | −534−2.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 25,364 | $9.57M | 0.50% | +4,180+19.7% | Added |
| Optimum Investment Advisors | 25,291 | $9.54M | 4.78% | +297+1.2% | Added |
| Evanson Asset Management, LLC | 25,273 | $9.53M | 1.08% | +1,066+4.4% | Added |
| WESPAC Advisors, LLC | 25,224 | $9.52M | 7.25% | +22,941+1,004.9% | Added |
| Aspire Private Capital, LLC | 25,208 | $9.51M | 3.39% | −13,093−34.2% | Reduced |
| Round Table Services, LLC | 25,091 | $9.50M | 1.73% | −865−3.3% | Reduced |
| Systematic Alpha Investments, LLC | 25,170 | $9.49M | 0.54% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 25,169 | $9.49M | 1.52% | +103+0.4% | Added |
| Scoggin Management LP | 25,000 | $9.43M | 14.82% | +25,000 | New |
| Cartenna Capital, LP | 25,000 | $9.43M | 2.47% | +25,000 | New |
| SFG Wealth Management, LLC. | 24,957 | $9.41M | 10.97% | +8,322+50.0% | Added |
| World Equity Group, Inc. | 24,905 | $9.40M | 2.36% | +2,358+10.5% | Added |
| Salem Investment Counselors Inc | 24,647 | $9.34M | 0.43% | +546+2.3% | Added |
| American Investment Services, Inc. | 24,747 | $9.34M | 2.13% | −23−0.1% | Reduced |
| Spinnaker Trust | 24,735 | $9.33M | 0.72% | +154+0.6% | Added |
| Cacti Asset Management LLC | 24,600 | $9.28M | 0.89% | 00.0% | Unchanged |
| Goodwin Daniel L | 24,580 | $9.27M | 5.10% | +33+0.1% | Added |
| Maryland Capital Management | 24,501 | $9.24M | 0.73% | +47+0.2% | Added |
| Flagship Harbor Advisors, LLC | 24,487 | $9.24M | 1.04% | −2,808−10.3% | Reduced |
| Marshall Wace, LLP | 24,466 | $9.23M | 0.02% | +2,165+9.7% | Added |
| NBW Capital LLC | 24,453 | $9.22M | 2.53% | +9,494+63.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 24,402 | $9.21M | 0.44% | −7,010−22.3% | Reduced |
| Tfo-TDC, LLC | 24,347 | $9.19M | 2.07% | +1,553+6.8% | Added |
| Segall Bryant & Hamill, LLC | 24,297 | $9.17M | 0.10% | +308+1.3% | Added |
| Harbour Investments, Inc. | 24,246 | $9.15M | 0.62% | +24,246 | New |
| Carolinas Wealth Consulting LLC | 24,122 | $9.14M | 2.27% | −187−0.8% | Reduced |
| Syntal Capital Partners, LLC | 24,036 | $9.11M | 4.03% | −15,987−39.9% | Reduced |
| David R. Rahn & Associates Inc. | 24,095 | $9.09M | 3.72% | −942−3.8% | Reduced |
| Mairs & Power Inc | 23,869 | $9.01M | 0.11% | −11,120−31.8% | Reduced |
| Nadler Financial Group, Inc. | 23,866 | $9.00M | 1.66% | −84−0.4% | Reduced |
| Howard Financial Services, Ltd. | 23,734 | $8.95M | 3.04% | +1,135+5.0% | Added |
| Confluence Investment Management LLC | 23,723 | $8.95M | 0.14% | +4,600+24.1% | Added |
| Farmer Steven Patrick | 23,723 | $8.95M | 0.14% | +23,723 | New |
| LVM Capital Management Ltd | 23,721 | $8.95M | 1.30% | +140+0.6% | Added |
| Soltis Investment Advisors LLC | 23,658 | $8.93M | 1.30% | +8,614+57.3% | Added |
| Quintet Private Bank (Europe) S.A. | 20,066 | $8.91M | 0.43% | +20,066 | New |
| Cornerstone Wealth Management, LLC | 23,600 | $8.90M | 0.99% | +5,082+27.4% | Added |
| Planning Alternatives Ltd | 23,581 | $8.90M | 1.68% | −46−0.2% | Reduced |
| Relative Value Partners Group, LLC | 21,334 | $8.82M | 0.66% | −3,112−12.7% | Reduced |
| Resonant Capital Advisors, LLC | 23,285 | $8.82M | 1.38% | −10.0% | Reduced |
| Royal Fund Management, LLC | 23,364 | $8.81M | 1.48% | −1,993−7.9% | Reduced |
| Exane Derivatives | 23,297 | $8.79M | 5.05% | −6,206−21.0% | Reduced |
| Cordant, Inc. | 23,277 | $8.78M | 6.14% | −285−1.2% | Reduced |
| Klingenstein Fields & Co LP | 23,250 | $8.77M | 0.46% | −782−3.3% | Reduced |
| Texas Yale Capital Corp. | 23,234 | $8.77M | 0.57% | +200+0.9% | Added |
| Edgestream Partners, L.P. | 23,193 | $8.75M | 0.69% | −1,254−5.1% | Reduced |
| Marco Investment Management LLC | 23,183 | $8.75M | 1.02% | −350−1.5% | Reduced |
| Wealth Alliance | 23,169 | $8.74M | 1.68% | +5,529+31.3% | Added |
| Prism Advisors, Inc. | 23,153 | $8.73M | 3.31% | +225+1.0% | Added |
| Norris Financial Group, LLC | 23,089 | $8.71M | 7.01% | −12,897−35.8% | Reduced |
| Ancora Advisors, LLC | 23,078 | $8.71M | 0.25% | −458−1.9% | Reduced |
| Pettinga Financial Advisors, LLC | 22,922 | $8.65M | 2.59% | +532+2.4% | Added |
| Okabena Investment Services Inc | 22,904 | $8.64M | 4.44% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 22,888 | $8.63M | 0.91% | −98−0.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 22,853 | $8.62M | 0.51% | +15,905+228.9% | Added |
| Coastline Trust Co | 22,647 | $8.54M | 1.26% | +13,529+148.4% | Added |
| BDO Wealth Advisors, LLC | 22,431 | $8.54M | 1.05% | −8,952−28.5% | Reduced |
| Gries Financial LLC | 22,549 | $8.51M | 4.05% | +806+3.7% | Added |
| GM Advisory Group, Inc. | 22,465 | $8.47M | 1.32% | −342−1.5% | Reduced |
| Central Trust Co | 22,456 | $8.47M | 0.28% | −6,321−22.0% | Reduced |
| Nwam LLC | 22,275 | $8.46M | 0.78% | +1,613+7.8% | Added |
| Linscomb & Williams, Inc. | 22,301 | $8.41M | 0.48% | +269+1.2% | Added |
| REDW Wealth LLC | 22,298 | $8.41M | 3.09% | −80−0.4% | Reduced |
| Grove Bank & Trust | 22,292 | $8.41M | 2.01% | −19−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 22,279 | $8.40M | 0.16% | −3,870−14.8% | Reduced |
| Compagnie Lombard Odier SCmA | 22,243 | $8.39M | 0.21% | +760+3.5% | Added |
| Courier Capital LLC | 22,196 | $8.37M | 0.98% | −522−2.3% | Reduced |
| Generation Investment Management LLP | 22,194 | $8.37M | 0.05% | +4,857+28.0% | Added |
| Polaris Wealth Advisory Group, LLC | 22,133 | $8.35M | 0.67% | +19,652+792.1% | Added |
| Elk River Wealth Management, LLC | 22,038 | $8.33M | 2.11% | +17,706+408.7% | Added |
| Claar Advisors LLC | 22,025 | $8.31M | 3.25% | +7,425+50.9% | Added |
| Miller Value Partners, LLC | 21,934 | $8.28M | 0.46% | +21,934 | New |
| Boxwood Ventures, Inc. | 21,838 | $8.27M | 19.57% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 21,830 | $8.23M | 0.04% | +1,424+7.0% | Added |
| Lowe Brockenbrough & Co Inc | 21,688 | $8.22M | 0.72% | −1,553−6.7% | Reduced |
| Schrum Private Wealth Management LLC | 21,750 | $8.21M | 9.27% | +569+2.7% | Added |
| West Branch Capital LLC | 21,733 | $8.20M | 4.74% | −99−0.5% | Reduced |
| Stratos Wealth Advisors, LLC | 21,656 | $8.17M | 0.74% | +3,731+20.8% | Added |
| Bluefin Capital Management, LLC | 21,448 | $8.16M | 1.12% | −39,952−65.1% | Reduced |
| Atlas Capital Advisors LLC | 21,568 | $8.14M | 1.38% | +999+4.9% | Added |
| Kingsview Wealth Management, LLC | 21,562 | $8.13M | 0.39% | −1,265−5.5% | Reduced |
| Keeley-Teton Advisors, LLC | 21,541 | $8.13M | 1.02% | +1,923+9.8% | Added |
| Capasso Planning Partners LLC | 21,536 | $8.12M | 5.76% | +17,234+400.6% | Added |
| J. W. Coons Advisors, LLC | 21,465 | $8.10M | 2.86% | −3,000−12.3% | Reduced |
| Silvercrest Asset Management Group LLC | 21,413 | $8.08M | 0.06% | −1,039−4.6% | Reduced |
| Mayflower Financial Advisors, LLC | 21,355 | $8.06M | 1.23% | −80−0.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 21,343 | $8.05M | 6.07% | +1,569+7.9% | Added |
| Financial Partners Capital Management LLC | 21,340 | $8.05M | 1.73% | +114+0.5% | Added |
| Bishop Rock Capital, L.P. | 21,161 | $7.98M | 7.76% | −7,586−26.4% | Reduced |
| WorthPointe, LLC | 21,019 | $7.93M | 6.67% | −3,125−12.9% | Reduced |
| GenWealth Group, Inc. | 21,020 | $7.93M | 2.54% | −543−2.5% | Reduced |
| Bridgeworth, LLC | 20,973 | $7.91M | 1.85% | −1,015−4.6% | Reduced |
| Burleson & Company, LLC | 20,960 | $7.91M | 1.73% | −611−2.8% | Reduced |