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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 13,848 | $5.22M | 0.55% | +625+4.7% | Added |
| Manchester Financial Inc | 13,825 | $5.21M | 2.02% | +10,841+363.3% | Added |
| Landmark Financial Advisors, LLC | 13,809 | $5.21M | 2.56% | +31+0.2% | Added |
| Standard Life Aberdeen plc | 13,730 | $5.18M | 0.02% | −3,798−21.7% | Reduced |
| American Institute for Advanced Investment Management, LLP | 13,707 | $5.17M | 4.53% | +7+0.1% | Added |
| RMR Wealth Builders | 13,682 | $5.16M | 1.29% | +137+1.0% | Added |
| Alta Wealth Advisors LLC | 13,667 | $5.15M | 3.57% | +469+3.6% | Added |
| Kaizen Financial Strategies | 13,654 | $5.15M | 5.10% | +150+1.1% | Added |
| Waddell & Associates, LLC | 13,646 | $5.15M | 1.05% | +647+5.0% | Added |
| CBIZ Investment Advisory Services, LLC | 13,571 | $5.12M | 0.47% | 00.0% | Unchanged |
| Americana Partners, LLC | 13,560 | $5.11M | 0.92% | +267+2.0% | Added |
| Ramiah Investment Group | 13,542 | $5.11M | 4.17% | −751−5.3% | Reduced |
| Laird Norton Trust Company, LLC | 13,451 | $5.09M | 0.64% | +5,053+60.2% | Added |
| Perennial Investment Advisors, LLC | 13,403 | $5.07M | 1.98% | +1,161+9.5% | Added |
| Enterprise Bank & Trust Co | 13,406 | $5.06M | 2.29% | −197−1.4% | Reduced |
| Hohimer Wealth Management, LLC | 13,374 | $5.05M | 1.49% | −1,383−9.4% | Reduced |
| Arkansas Financial Group, Inc. | 13,320 | $5.03M | 1.15% | +97+0.7% | Added |
| Principle Wealth Partners LLC | 13,312 | $5.02M | 0.60% | −440−3.2% | Reduced |
| Old Second National Bank of Aurora | 13,307 | $5.02M | 1.40% | −792−5.6% | Reduced |
| Global Strategic Investment Solutions, LLC | 13,239 | $4.99M | 0.36% | +1,826+16.0% | Added |
| Boothe Investment Group, Inc. | 13,056 | $4.98M | 4.20% | +182+1.4% | Added |
| Intrua Financial, LLC | 13,191 | $4.98M | 1.06% | +21+0.2% | Added |
| Crestone Asset Management LLC | 13,170 | $4.97M | 1.17% | +1,766+15.5% | Added |
| Vienna Asset Management LLC | 13,158 | $4.96M | 18.30% | +5,192+65.2% | Added |
| NBT Bank N A | 13,152 | $4.96M | 0.76% | −477−3.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 13,098 | $4.94M | 4.61% | +365+2.9% | Added |
| Wallington Asset Management, LLC | 13,077 | $4.93M | 1.00% | +1,058+8.8% | Added |
| Surevest, LLC | 13,071 | $4.93M | 1.29% | +303+2.4% | Added |
| Brave Asset Management Inc | 13,041 | $4.92M | 2.21% | +236+1.8% | Added |
| Garrett Investment Advisors LLC | 13,015 | $4.91M | 1.38% | −15−0.1% | Reduced |
| Carret Asset Management, LLC | 13,014 | $4.91M | 0.68% | +226+1.8% | Added |
| B & T Capital Management DBA Alpha Capital Management | 12,962 | $4.89M | 1.34% | −712−5.2% | Reduced |
| Peak Asset Management, LLC | 12,940 | $4.88M | 1.34% | +1,024+8.6% | Added |
| Dixon Hubard Feinour & Brown Inc | 12,937 | $4.88M | 0.58% | +2,146+19.9% | Added |
| RB Capital Management, LLC | 12,913 | $4.87M | 1.82% | −43−0.3% | Reduced |
| TCG Advisory Services, LLC | 12,907 | $4.87M | 1.52% | +5,855+83.0% | Added |
| Overbrook Management Corp | 12,870 | $4.86M | 1.40% | −533−4.0% | Reduced |
| Vishria Bird Financial Group, LLC | 12,836 | $4.84M | 3.22% | −79−0.6% | Reduced |
| Walkner Condon Financial Advisors LLC | 12,799 | $4.83M | 1.51% | +360+2.9% | Added |
| Windsor Capital Management, LLC | 12,795 | $4.83M | 1.72% | −107−0.8% | Reduced |
| Mark Stevens | 12,792 | $4.83M | 0.62% | −35−0.3% | Reduced |
| American Century Companies Inc | 12,756 | $4.81M | 0.00% | −72,677−85.1% | Reduced |
| Balasa Dinverno & Foltz LLC | 12,744 | $4.81M | 0.30% | +27+0.2% | Added |
| Hoylecohen, LLC | 12,726 | $4.80M | 0.50% | +844+7.1% | Added |
| Osborne Partners Capital Management, LLC | 12,723 | $4.80M | 0.37% | −14,701−53.6% | Reduced |
| Level Four Advisory Services, LLC | 12,690 | $4.79M | 0.45% | −1,608−11.2% | Reduced |
| Glassman Wealth Services | 12,671 | $4.78M | 0.98% | +43+0.3% | Added |
| Ami Investment Management Inc | 12,655 | $4.77M | 2.48% | −14−0.1% | Reduced |
| Veracity Capital LLC | 12,624 | $4.76M | 2.54% | −706−5.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 12,566 | $4.76M | 1.95% | +1,324+11.8% | Added |
| Beck Bode, LLC | 12,564 | $4.74M | 1.01% | +11,876+1,726.2% | Added |
| Sage Capital Advisors,llc | 12,562 | $4.74M | 2.26% | −2,038−14.0% | Reduced |
| Naples Global Advisors, LLC | 12,488 | $4.73M | 0.61% | −235−1.8% | Reduced |
| DBK Financial Counsel, LLC | 12,536 | $4.73M | 7.67% | +1,150+10.1% | Added |
| Epoch Investment Partners, Inc. | 12,541 | $4.72M | 0.03% | +12,541 | New |
| Triad Financial Advisors, Inc. | 12,503 | $4.72M | 2.61% | −163−1.3% | Reduced |
| BlueSky Wealth Advisors, LLC | 12,491 | $4.71M | 1.05% | −829−6.2% | Reduced |
| Aspire Capital Advisors LLC | 12,468 | $4.70M | 3.57% | +594+5.0% | Added |
| Two Sigma Securities, LLC | 12,406 | $4.68M | 0.83% | +2,238+22.0% | Added |
| Compass Financial Group, Inc. | 81,528 | $4.68M | 2.98% | +319+0.4% | Added |
| Three Bridge Wealth Advisors, LLC | 12,348 | $4.68M | 2.29% | −65−0.5% | Reduced |
| West Bancorporation Inc | 12,380 | $4.67M | 3.29% | 00.0% | Unchanged |
| Modus Advisors, LLC | 12,322 | $4.65M | 2.35% | −28−0.2% | Reduced |
| Aries Wealth Management | 12,244 | $4.62M | 2.10% | +3,715+43.6% | Added |
| Buckingham Strategic Partners | 12,205 | $4.61M | 0.39% | +330+2.8% | Added |
| Cliffwater LLC | 12,204 | $4.60M | 1.49% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,166 | $4.59M | 0.33% | +529+4.5% | Added |
| Procyon Private Wealth Partners, LLC | 12,154 | $4.58M | 1.01% | −12,418−50.5% | Reduced |
| Perennial Advisors, LLC | 12,109 | $4.57M | 1.42% | +4,709+63.6% | Added |
| Zhang Financial LLC | 12,084 | $4.56M | 0.73% | +420+3.6% | Added |
| Market Street Wealth Management Advisors LLC | 12,042 | $4.54M | 1.40% | −2,726−18.5% | Reduced |
| Bedel Financial Consulting, Inc. | 12,028 | $4.54M | 1.33% | +4,729+64.8% | Added |
| Monument Capital Management | 12,015 | $4.53M | 1.71% | −40,626−77.2% | Reduced |
| Wedmont Private Capital | 11,997 | $4.53M | 0.98% | −1,584−11.7% | Reduced |
| Dakota Wealth Management | 11,996 | $4.53M | 0.42% | −1,327−10.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 11,984 | $4.52M | 0.04% | +358+3.1% | Added |
| United Asset Strategies, Inc. | 11,965 | $4.51M | 0.66% | −652−5.2% | Reduced |
| BTC Capital Management, Inc. | 11,961 | $4.51M | 0.55% | −2,526−17.4% | Reduced |
| LWM Advisory Services, LLC | 11,947 | $4.51M | 5.40% | −631−5.0% | Reduced |
| WealthTrust Asset Management, LLC | 11,921 | $4.50M | 4.25% | −12,711−51.6% | Reduced |
| Single Point Partners, LLC | 11,873 | $4.48M | 1.22% | −74,669−86.3% | Reduced |
| Forum Financial Management, LP | 11,848 | $4.47M | 0.23% | +403+3.5% | Added |
| Modera Wealth Management, LLC | 11,835 | $4.46M | 0.21% | −515−4.2% | Reduced |
| WMS Partners, LLC | 11,831 | $4.46M | 0.69% | +1,462+14.1% | Added |
| Private Asset Management Inc | 11,810 | $4.46M | 0.72% | +30.0% | Added |
| Annex Advisory Services, LLC | 11,805 | $4.45M | 0.32% | +4,260+56.5% | Added |
| Peddock Capital Advisors, LLC | 11,733 | $4.43M | 1.73% | +297+2.6% | Added |
| RNC Capital Management LLC | 11,728 | $4.42M | 0.25% | −980−7.7% | Reduced |
| Private Portfolio Partners LLC | 11,701 | $4.41M | 1.23% | −241−2.0% | Reduced |
| Lowery Thomas, LLC | 11,658 | $4.40M | 4.21% | +3,012+34.8% | Added |
| Port Capital LLC | 11,581 | $4.37M | 0.34% | −325−2.7% | Reduced |
| MinichMacGregor Wealth Management, LLC | 11,571 | $4.37M | 1.80% | +10,132+704.1% | Added |
| Clare Market Investments LLC | 11,528 | $4.35M | 1.89% | −746−6.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 11,516 | $4.34M | 0.18% | −539−4.5% | Reduced |
| Defined Wealth Management, LLC | 11,514 | $4.34M | 4.45% | −207−1.8% | Reduced |
| Pinnacle Bancorp, Inc. | 11,511 | $4.34M | 1.79% | +540+4.9% | Added |
| Icon Wealth Partners, LLC | 11,476 | $4.33M | 0.52% | −10,798−48.5% | Reduced |
| Guardian Capital Advisors LP | 11,450 | $4.33M | 0.50% | −155−1.3% | Reduced |
| RFG Advisory, LLC | 10,459 | $4.32M | 0.25% | −970−8.5% | Reduced |
| Charter Oak Capital Management, LLC | 11,461 | $4.32M | 0.59% | +4,305+60.2% | Added |