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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 16,563 | $6.25M | 0.27% | +3,866+30.4% | Added |
| Cypress Wealth Services, LLC | 16,523 | $6.23M | 1.99% | −639−3.7% | Reduced |
| HBK Sorce Advisory LLC | 16,490 | $6.22M | 0.46% | +6,508+65.2% | Added |
| CAPROCK Group, Inc. | 16,372 | $6.20M | 0.61% | −3,831−19.0% | Reduced |
| Altium Wealth Management LLC | 16,395 | $6.18M | 0.45% | +182+1.1% | Added |
| BFSG, LLC | 16,378 | $6.18M | 1.11% | −10,607−39.3% | Reduced |
| Estate Counselors, LLC | 15,028 | $6.16M | 0.92% | +1,580+11.7% | Added |
| Ritholtz Wealth Management | 16,299 | $6.15M | 0.39% | −142,419−89.7% | Reduced |
| Columbia Asset Management | 16,297 | $6.15M | 1.58% | +16,297 | New |
| Annandale Capital, LLC | 16,284 | $6.14M | 2.43% | +284+1.8% | Added |
| ICA Group Wealth Management, LLC | 14,522 | $6.13M | 1.15% | −116−0.8% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 16,235 | $6.12M | 4.36% | −82−0.5% | Reduced |
| Global Financial Private Client, LLC | 15,982 | $6.09M | 3.44% | −189−1.2% | Reduced |
| Greenleaf Trust | 16,118 | $6.08M | 0.09% | +602+3.9% | Added |
| Van Cleef Asset Management,Inc | 16,111 | $6.08M | 1.03% | +240+1.5% | Added |
| Westwood Holdings Group Inc. | 16,094 | $6.07M | 0.07% | −30.0% | Reduced |
| Cary Street Partners Asset Management LLC | 16,044 | $6.05M | 1.41% | +11,358+242.4% | Added |
| Wealthsource Partners, LLC | 16,040 | $6.05M | 0.44% | +1,043+7.0% | Added |
| Palumbo Wealth Management LLC | 16,034 | $6.05M | 4.80% | −245−1.5% | Reduced |
| Warberg Asset Management LLC | 16,000 | $6.04M | 2.04% | +16,000 | New |
| QVT Financial LP | 16,000 | $6.04M | 0.40% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 15,967 | $6.02M | 0.02% | +4,333+37.2% | Added |
| Caxton Corp | 15,947 | $6.02M | 13.07% | 00.0% | Unchanged |
| Vericrest Private Wealth | 15,940 | $6.01M | 7.38% | −336−2.1% | Reduced |
| Apriem Advisors | 15,901 | $6.00M | 1.03% | +11,568+267.0% | Added |
| Bank of New Hampshire | 15,896 | $6.00M | 1.74% | −1,132−6.6% | Reduced |
| Ellenbecker Investment Group | 15,894 | $6.00M | 1.84% | +1,656+11.6% | Added |
| Resurgent Financial Advisors LLC | 15,888 | $5.99M | 4.00% | +2,234+16.4% | Added |
| Lansing Street Advisors | 15,852 | $5.98M | 4.65% | +273+1.8% | Added |
| KG&L Capital Management,LLC | 15,848 | $5.98M | 3.23% | +581+3.8% | Added |
| Ameraudi Asset Management, Inc. | 15,809 | $5.96M | 2.46% | +1,765+12.6% | Added |
| Arrow Financial Corp | 15,767 | $5.95M | 0.81% | +169+1.1% | Added |
| Caerus Investment Advisors, LLC | 15,748 | $5.94M | 7.20% | −2,803−15.1% | Reduced |
| Lloyd Park, LLC | 15,688 | $5.92M | 6.19% | −1,416−8.3% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 15,671 | $5.91M | 2.84% | +1,083+7.4% | Added |
| Lake Point Wealth Management | 15,662 | $5.91M | 3.36% | −4,477−22.2% | Reduced |
| Destination Wealth Management | 15,661 | $5.91M | 0.24% | −652−4.0% | Reduced |
| Ignite Planners, LLC | 15,157 | $5.89M | 4.84% | −417−2.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 15,577 | $5.88M | 2.19% | +15+0.1% | Added |
| Capital Wealth Management, LLC | 15,499 | $5.85M | 4.34% | −1,222−7.3% | Reduced |
| Fortress Wealth Group, LLC | 15,455 | $5.83M | 5.02% | +597+4.0% | Added |
| TSFG, LLC | 15,450 | $5.83M | 2.50% | +115+0.7% | Added |
| Franklin Street Advisors Inc | 15,424 | $5.82M | 0.55% | +1,122+7.8% | Added |
| First National Bank of Omaha | 15,379 | $5.80M | 0.35% | −359−2.3% | Reduced |
| Hilltop Holdings Inc. | 15,362 | $5.79M | 0.77% | −27,737−64.4% | Reduced |
| Colorado Capital Management, Inc. | 15,330 | $5.78M | 4.69% | −112−0.7% | Reduced |
| Corsicana & Co. | 15,324 | $5.78M | 4.57% | −598−3.8% | Reduced |
| Peoples Bank | 15,324 | $5.78M | 3.57% | −75−0.5% | Reduced |
| JFS Wealth Advisors, LLC | 15,186 | $5.73M | 0.60% | −578−3.7% | Reduced |
| Iron Financial, LLC | 15,175 | $5.72M | 3.00% | +120+0.8% | Added |
| Silverhawk Asset Management, LLC | 15,132 | $5.71M | 5.28% | −356−2.3% | Reduced |
| Money Concepts Capital Corp | 14,947 | $5.70M | 0.51% | −14,227−48.8% | Reduced |
| Windham Capital Management, LLC | 15,101 | $5.70M | 1.34% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 14,409 | $5.69M | 0.78% | −2,801−16.3% | Reduced |
| Summit Wealth Partners, LLC | 15,079 | $5.69M | 1.52% | +22+0.1% | Added |
| Invst, LLC | 13,501 | $5.67M | 0.88% | −5,821−30.1% | Reduced |
| Ashford Capital Management Inc | 15,023 | $5.67M | 0.81% | 00.0% | Unchanged |
| Advisor OS, LLC | 15,011 | $5.66M | 1.65% | −1,596−9.6% | Reduced |
| Cohen & Steers, Inc. | 15,008 | $5.66M | 0.01% | −3,788−20.2% | Reduced |
| Kowal Investment Group, LLC | 14,995 | $5.66M | 1.85% | −144−1.0% | Reduced |
| MAS Advisors LLC | 14,980 | $5.65M | 5.13% | −124−0.8% | Reduced |
| Financial Guidance Group, Inc. | 14,929 | $5.63M | 4.43% | −12,078−44.7% | Reduced |
| SeaCrest Wealth Management, LLC | 14,779 | $5.58M | 0.70% | +1,574+11.9% | Added |
| Foresight Capital Management Advisors, Inc. | 14,761 | $5.57M | 8.51% | +200+1.4% | Added |
| Aureus Asset Management, LLC | 14,708 | $5.55M | 0.45% | +20.0% | Added |
| Waypoint Capital Advisors, LLC | 14,709 | $5.55M | 2.52% | +2,780+23.3% | Added |
| GSB Wealth Management, LLC | 14,693 | $5.54M | 1.89% | −1,861−11.2% | Reduced |
| Patriot Investment Management Inc. | 14,655 | $5.53M | 0.54% | +43+0.3% | Added |
| Meritage Portfolio Management | 14,606 | $5.51M | 0.43% | −24−0.2% | Reduced |
| Alera Investment Advisors, LLC | 14,583 | $5.50M | 1.54% | +5,953+69.0% | Added |
| Mather Group, LLC. | 14,569 | $5.50M | 0.13% | −554−3.7% | Reduced |
| Financial Management Professionals, Inc. | 14,552 | $5.49M | 1.33% | +1,164+8.7% | Added |
| Collective Family Office LLC | 14,541 | $5.49M | 2.37% | −160−1.1% | Reduced |
| Patten Group, Inc. | 14,083 | $5.48M | 1.76% | −388−2.7% | Reduced |
| C2C Wealth Management, LLC | 13,915 | $5.46M | 1.00% | −340−2.4% | Reduced |
| Calton & Associates, Inc. | 14,430 | $5.44M | 3.03% | −1,290−8.2% | Reduced |
| Corundum Group, Inc. | 14,356 | $5.42M | 3.66% | +166+1.2% | Added |
| TL Private Wealth | 14,205 | $5.41M | 3.15% | +110+0.8% | Added |
| Auxano Advisors, LLC | 14,252 | $5.38M | 2.66% | −104−0.7% | Reduced |
| Verger Capital Management LLC | 14,234 | $5.37M | 4.00% | +46+0.3% | Added |
| Gratus Capital LLC | 14,235 | $5.37M | 0.60% | +279+2.0% | Added |
| American Trust | 14,230 | $5.37M | 0.44% | −2,003−12.3% | Reduced |
| Capital Investment Advisors, LLC | 14,223 | $5.37M | 0.18% | −1,265−8.2% | Reduced |
| Cadence Bank NA | 14,204 | $5.36M | 1.74% | −196−1.4% | Reduced |
| Cantor Fitzgerald, L. P. | 14,190 | $5.35M | 0.10% | +14,190 | New |
| Ausdal Financial Partners, Inc. | 14,183 | $5.35M | 0.81% | −1,239−8.0% | Reduced |
| Smithfield Trust Co | 14,152 | $5.34M | 0.38% | +782+5.8% | Added |
| Spears Abacus Advisors LLC | 14,111 | $5.32M | 0.48% | −228−1.6% | Reduced |
| Moloney Securities Asset Management, LLC | 14,105 | $5.32M | 1.25% | −216−1.5% | Reduced |
| Armbruster Capital Management, Inc. | 14,101 | $5.32M | 1.44% | −785−5.3% | Reduced |
| Washington Capital Management Inc | 14,064 | $5.31M | 5.10% | −25−0.2% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 14,060 | $5.30M | 2.07% | +1,513+12.1% | Added |
| Objective Capital Management, LLC | 14,033 | $5.29M | 5.34% | −5,226−27.1% | Reduced |
| Element Wealth, LLC | 14,033 | $5.29M | 5.27% | −115−0.8% | Reduced |
| Well Done, LLC | 14,003 | $5.28M | 1.16% | +1,459+11.6% | Added |
| Magnus Financial Group LLC | 13,999 | $5.28M | 0.97% | +2,030+17.0% | Added |
| Beach Investment Counsel Inc | 13,960 | $5.27M | 0.66% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 13,953 | $5.26M | 1.56% | +894+6.8% | Added |
| First American Bank | 13,946 | $5.26M | 0.54% | −723−4.9% | Reduced |
| Van Hulzen Asset Management, LLC | 13,939 | $5.26M | 0.63% | −48−0.3% | Reduced |