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 |
|---|---|---|---|---|---|
| South State Corp. | 20,924 | $7.89M | 0.74% | −36−0.2% | Reduced |
| DeepCurrents Investment Group LLC | 20,907 | $7.89M | 0.34% | −12,500−37.4% | Reduced |
| Capital Investment Advisory Services, LLC | 20,900 | $7.88M | 0.96% | +14,794+242.3% | Added |
| Moody Lynn & Lieberson, LLC | 20,840 | $7.86M | 0.71% | −1,413−6.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 20,837 | $7.86M | 3.51% | −1,060−4.8% | Reduced |
| One Capital Management, LLC | 20,826 | $7.86M | 0.47% | −3,675−15.0% | Reduced |
| Putnam Investments LLC | 20,792 | $7.84M | 0.01% | −1,409−6.3% | Reduced |
| CWA Asset Management Group, LLC | 20,775 | $7.84M | 0.73% | −137−0.7% | Reduced |
| Godsey & Gibb Associates | 20,748 | $7.83M | 4.34% | +20,748 | New |
| West Paces Advisors Inc. | 20,699 | $7.81M | 2.66% | −1,724−7.7% | Reduced |
| Aspen Investment Management Inc | 20,624 | $7.78M | 4.87% | −98−0.5% | Reduced |
| Mount Capital Ltd | 20,600 | $7.77M | 2.73% | +5,850+39.7% | Added |
| Perritt Capital Management Inc | 20,591 | $7.77M | 4.71% | +337+1.7% | Added |
| E&G Advisors, LP | 20,578 | $7.76M | 2.63% | −45−0.2% | Reduced |
| Hellman Jordan Management Co Inc | 20,557 | $7.75M | 10.43% | +20,557 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 20,452 | $7.72M | 0.31% | −70−0.3% | Reduced |
| Strategic Blueprint, LLC | 20,428 | $7.71M | 1.00% | −3,426−14.4% | Reduced |
| Northstar Asset Management LLC | 20,400 | $7.70M | 2.40% | −290−1.4% | Reduced |
| St. Johns Investment Management Company, LLC | 20,285 | $7.65M | 4.87% | −60−0.3% | Reduced |
| SFMG, LLC | 20,208 | $7.62M | 0.88% | −4,928−19.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 20,200 | $7.62M | 4.40% | +20,200 | New |
| Quent Capital, LLC | 20,184 | $7.61M | 1.63% | +2,573+14.6% | Added |
| Custos Family Office, LLC | 20,172 | $7.61M | 6.83% | +4,757+30.9% | Added |
| PCG Wealth Advisors, LLC | 20,150 | $7.60M | 5.43% | +7,960+65.3% | Added |
| MONECO Advisors, LLC | 20,036 | $7.56M | 2.93% | −3,666−15.5% | Reduced |
| Howe & Rusling Inc | 20,008 | $7.55M | 0.96% | +2,873+16.8% | Added |
| BlueCrest Capital Management Ltd | 20,000 | $7.54M | 1.04% | +10,150+103.0% | Added |
| International Assets Investment Management, LLC | 19,901 | $7.51M | 1.47% | +637+3.3% | Added |
| Ellis Investment Partners, LLC | 19,882 | $7.50M | 2.01% | +1,488+8.1% | Added |
| CX Institutional | 19,839 | $7.48M | 0.56% | +19,839 | New |
| Clear Street Markets LLC | 19,800 | $7.47M | 2.51% | −10,100−33.8% | Reduced |
| Bienville Capital Management, LLC | 19,803 | $7.47M | 3.62% | +1,165+6.3% | Added |
| Laurel Wealth Advisors LLC | 19,800 | $7.47M | 1.84% | −2,915−12.8% | Reduced |
| Avantax Planning Partners, Inc. | 19,780 | $7.46M | 0.32% | −25−0.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 19,679 | $7.42M | 2.48% | −108−0.5% | Reduced |
| Nicolet Bankshares Inc | 19,637 | $7.41M | 1.93% | −1,457−6.9% | Reduced |
| Lake Street Financial LLC | 19,633 | $7.41M | 1.58% | −72−0.4% | Reduced |
| Perfromance Wealth Partners, LLC | 19,616 | $7.40M | 0.42% | −89−0.5% | Reduced |
| FIL Ltd | 19,505 | $7.36M | 0.01% | +1,587+8.9% | Added |
| Forefront Analytics, LLC | 19,459 | $7.34M | 3.56% | −4,524−18.9% | Reduced |
| Codex Capital, L.L.C. | 16,220 | $7.33M | 4.48% | 00.0% | Unchanged |
| Hoese & Co LLP | 19,388 | $7.32M | 8.21% | −3,792−16.4% | Reduced |
| Nations Financial Group Inc, | 19,356 | $7.30M | 0.98% | +2,532+15.0% | Added |
| WBH Advisory Inc | 18,837 | $7.24M | 0.97% | −914−4.6% | Reduced |
| Accredited Investors Inc. | 19,036 | $7.18M | 0.85% | −165−0.9% | Reduced |
| Trust Co of Vermont | 19,018 | $7.17M | 0.55% | +279+1.5% | Added |
| Ameritas Investment Partners, Inc. | 19,014 | $7.17M | 0.31% | −2,969−13.5% | Reduced |
| Sax Wealth Advisors, LLC | 18,991 | $7.16M | 1.82% | +24+0.1% | Added |
| US Financial Advisors, LLC | 18,980 | $7.16M | 4.02% | −836−4.2% | Reduced |
| Pinnacle Financial Group, LLC | 18,908 | $7.13M | 6.08% | +816+4.5% | Added |
| Oxler Private Wealth LLC | 18,906 | $7.13M | 3.43% | +53+0.3% | Added |
| Warren Averett Asset Management, LLC | 18,712 | $7.06M | 0.65% | +9,577+104.8% | Added |
| EWG Elevate Inc. | 18,653 | $7.04M | 3.42% | −3,428−15.5% | Reduced |
| Sigma Investment Counselors Inc | 18,633 | $7.03M | 0.57% | +280+1.5% | Added |
| TrueWealth Advisors, LLC | 18,626 | $7.03M | 3.27% | +594+3.3% | Added |
| Pittenger & Anderson Inc | 18,618 | $7.02M | 0.41% | +3,389+22.3% | Added |
| Good Life Advisors, LLC | 18,514 | $6.98M | 0.97% | −2,665−12.6% | Reduced |
| Institute for Wealth Management, LLC. | 18,492 | $6.98M | 1.38% | +4,967+36.7% | Added |
| Independent Family Office, LLC | 41,284 | $6.96M | 6.35% | −340,489−89.2% | Reduced |
| Gamco Investors, Inc. Et Al | 18,410 | $6.95M | 0.08% | 00.0% | Unchanged |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 18,559 | $6.94M | 6.22% | +3,858+26.2% | Added |
| New Legacy Group, LLC | 18,387 | $6.94M | 14.07% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 18,337 | $6.92M | 0.70% | −1,219−6.2% | Reduced |
| Montecito Bank & Trust | 18,309 | $6.91M | 1.64% | −878−4.6% | Reduced |
| Paragon Capital Management Ltd | 18,219 | $6.87M | 1.92% | −112−0.6% | Reduced |
| Grandview Asset Management LLC | 18,124 | $6.84M | 3.83% | −938−4.9% | Reduced |
| Cypress Capital Management LLC | 18,074 | $6.82M | 1.02% | −1,765−8.9% | Reduced |
| Orion Portfolio Solutions, LLC | 18,072 | $6.82M | 0.27% | −1,693−8.6% | Reduced |
| Community Bank, N.A. | 18,013 | $6.79M | 0.97% | −765−4.1% | Reduced |
| Nvest Financial, LLC | 17,888 | $6.75M | 7.08% | +404+2.3% | Added |
| Aaron Wealth Advisors | 17,871 | $6.74M | 1.69% | −6,287,023−99.7% | Reduced |
| Highview Capital Management LLC | 17,869 | $6.74M | 5.18% | +508+2.9% | Added |
| Mycio Wealth Partners, LLC | 17,772 | $6.71M | 2.48% | +451+2.6% | Added |
| Washington Trust Advisors, Inc. | 17,765 | $6.70M | 0.59% | +20+0.1% | Added |
| Moody National Bank Trust Division | 17,741 | $6.69M | 0.71% | +17,741 | New |
| Journey Advisory Group, LLC | 16,193 | $6.65M | 1.53% | −1,557−8.8% | Reduced |
| Summit Financial Group Inc | 17,588 | $6.64M | 2.56% | +38+0.2% | Added |
| TCWP LLC | 17,528 | $6.61M | 1.41% | +9,703+124.0% | Added |
| Thrive Wealth Management, LLC | 17,524 | $6.61M | 2.31% | +365+2.1% | Added |
| Terry L. Blaker | 17,379 | $6.56M | 0.65% | −2,000−10.3% | Reduced |
| Strategic Equity Management | 17,356 | $6.55M | 3.40% | +17,356 | New |
| Epic Trust Investment Advisors, LLC | 17,312 | $6.53M | 12.34% | −2,821−14.0% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 17,272 | $6.52M | 0.27% | −8,154−32.1% | Reduced |
| Eagle Strategies LLC | 17,258 | $6.51M | 2.37% | +6,573+61.5% | Added |
| Kolinsky Wealth Management, LLC | 17,206 | $6.49M | 7.67% | +54+0.3% | Added |
| Shoker Investment Counsel, Inc. | 17,201 | $6.49M | 3.45% | −1,190−6.5% | Reduced |
| True North Advisors, LLC | 17,097 | $6.45M | 2.01% | +3,593+26.6% | Added |
| Clifford Swan Investment Counsel LLC | 17,091 | $6.45M | 0.28% | +255+1.5% | Added |
| Domani Wealth, LLC | 17,087 | $6.45M | 1.76% | +125+0.7% | Added |
| Main Street Financial Solutions, LLC | 16,930 | $6.39M | 0.82% | +2,754+19.4% | Added |
| Clear Creek Financial Management, LLC | 16,910 | $6.38M | 1.34% | −13,240−43.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 16,903 | $6.38M | 0.74% | −525−3.0% | Reduced |
| Sutton Wealth Advisors Inc. | 16,854 | $6.36M | 2.53% | −32−0.2% | Reduced |
| Avestar Capital, LLC | 16,847 | $6.36M | 1.73% | −4,323−20.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 16,821 | $6.35M | 0.83% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 16,806 | $6.34M | 0.65% | +1,884+12.6% | Added |
| Heritage Trust Co | 16,720 | $6.31M | 1.03% | −657−3.8% | Reduced |
| Bristol Gate Capital Partners Inc. | 16,712 | $6.30M | 0.36% | +9,038+117.8% | Added |
| BT Wealth Management LLC | 16,678 | $6.29M | 1.77% | +30.0% | Added |
| Arcus Capital Partners, LLC | 16,675 | $6.29M | 2.75% | −1,846−10.0% | Reduced |