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 |
|---|---|---|---|---|---|
| Seelaus Asset Management LLC | 11,457 | $4.32M | 3.21% | −24−0.2% | Reduced |
| Svenska Handelsbanken AB (publ) | 11,423 | $4.31M | 73.22% | −3,077−21.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 11,416 | $4.31M | 1.41% | −231−2.0% | Reduced |
| United Bank | 11,380 | $4.29M | 0.64% | +363+3.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 11,363 | $4.29M | 0.65% | −54−0.5% | Reduced |
| S.A. Mason LLC | 11,346 | $4.28M | 3.13% | −15−0.1% | Reduced |
| Second Half Financial Partners, LLC | 10,763 | $4.27M | 3.40% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 11,254 | $4.25M | 0.13% | +2,393+27.0% | Added |
| Eagle Asset Management Inc | 11,250 | $4.24M | 0.03% | +9,376+500.3% | Added |
| Oder Investment Management, LLC | 11,205 | $4.23M | 5.20% | +16+0.1% | Added |
| CMG Global Holdings, LLC | 11,177 | $4.22M | 4.37% | −1,369−10.9% | Reduced |
| Bensler, LLC | 11,148 | $4.21M | 1.00% | −77−0.7% | Reduced |
| Sunbelt Securities, Inc. | 11,114 | $4.19M | 0.89% | +1,696+18.0% | Added |
| Rockland Trust Co | 11,082 | $4.18M | 0.29% | −911−7.6% | Reduced |
| Amplius Wealth Advisors, LLC | 11,076 | $4.18M | 0.68% | +513+4.9% | Added |
| Beaird Harris Wealth Management, LLC | 11,074 | $4.18M | 1.15% | +542+5.1% | Added |
| Bragg Financial Advisors, Inc | 11,051 | $4.17M | 0.28% | −66−0.6% | Reduced |
| Proequities, Inc. | 10,999 | $4.17M | 0.35% | −321−2.8% | Reduced |
| Leverty Financial Group, LLC | 11,014 | $4.16M | 3.87% | +8,022+268.1% | Added |
| Vista Capital Partners, Inc. | 11,011 | $4.15M | 0.68% | +591+5.7% | Added |
| Lyell Wealth Management, LP | 10,878 | $4.12M | 0.67% | +358+3.4% | Added |
| Chatham Capital Group, Inc. | 10,916 | $4.12M | 0.93% | −339−3.0% | Reduced |
| Autumn Glory Partners, LLC | 10,914 | $4.12M | 3.04% | +976+9.8% | Added |
| Halpern Financial, Inc. | 10,904 | $4.11M | 1.60% | 00.0% | Unchanged |
| Emerson Wealth Management, LLC | 10,868 | $4.10M | 2.68% | −47−0.4% | Reduced |
| Pacific Financial Group Inc | 10,807 | $4.08M | 3.03% | −1,033−8.7% | Reduced |
| Roosevelt Investment Group LLC | 10,786 | $4.07M | 0.29% | +3,079+40.0% | Added |
| Benchmark Financial Wealth Advisors, LLC | 10,751 | $4.06M | 2.08% | −1,917−15.1% | Reduced |
| Cribstone Capital Management, LLC | 10,744 | $4.05M | 2.49% | +37+0.3% | Added |
| Front Barnett Associates LLC | 10,742 | $4.05M | 0.49% | −29−0.3% | Reduced |
| Clark Capital Management Group, Inc. | 10,742 | $4.05M | 0.05% | +1,835+20.6% | Added |
| First City Capital Management, Inc. | 10,668 | $4.03M | 2.48% | +415+4.0% | Added |
| Arden Trust Co | 10,649 | $4.02M | 0.92% | +10,649 | New |
| Sitrin Capital Management LLC | 10,627 | $4.01M | 2.56% | −133−1.2% | Reduced |
| White Pine Capital LLC | 10,563 | $3.98M | 1.56% | −360−3.3% | Reduced |
| Morris Financial Concepts, Inc. | 10,541 | $3.98M | 3.78% | −560−5.0% | Reduced |
| WSFS Capital Management, LLC | 10,499 | $3.96M | 1.30% | −49−0.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 10,444 | $3.94M | 0.15% | +312+3.1% | Added |
| Arkadios Wealth Advisors | 10,428 | $3.93M | 0.59% | −1,780−14.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 10,400 | $3.92M | 1.07% | +10,400 | New |
| Braun Stacey Associates Inc | 10,394 | $3.92M | 0.22% | −2,020−16.3% | Reduced |
| Rehmann Capital Advisory Group | 10,390 | $3.92M | 0.43% | +796+8.3% | Added |
| Juncture Wealth Strategies, LLC | 10,380 | $3.92M | 1.93% | −5,543−34.8% | Reduced |
| ARGI Investment Services, LLC | 10,376 | $3.91M | 0.13% | +823+8.6% | Added |
| LCNB Corp | 10,366 | $3.91M | 2.03% | +130+1.3% | Added |
| Truepoint, Inc. | 10,357 | $3.91M | 0.20% | 00.0% | Unchanged |
| Doyle Wealth Management | 10,334 | $3.90M | 0.31% | −334−3.1% | Reduced |
| StoneX Group Inc. | 10,276 | $3.89M | 0.48% | −9,537−48.1% | Reduced |
| ZWJ Investment Counsel Inc | 10,264 | $3.87M | 0.23% | +3,042+42.1% | Added |
| Blue Fin Capital, Inc. | 10,262 | $3.87M | 1.37% | −1,102−9.7% | Reduced |
| Cypress Financial Planning LLC | 10,249 | $3.87M | 2.65% | +10,249 | New |
| Flaharty Asset Management, LLC | 10,241 | $3.86M | 0.79% | −479−4.5% | Reduced |
| Royal Capital Wealth Management, LLC | 10,230 | $3.86M | 4.19% | +2,602+34.1% | Added |
| CRA Financial Services, LLC | 10,205 | $3.85M | 1.32% | +1,333+15.0% | Added |
| Ledyard National Bank | 10,196 | $3.85M | 0.46% | −586−5.4% | Reduced |
| Security Financial Services, INC. | 10,190 | $3.84M | 1.23% | +4,095+67.2% | Added |
| Spence Asset Management | 10,186 | $3.84M | 1.26% | +97+1.0% | Added |
| Nuveen Asset Management, LLC | 10,178 | $3.84M | 0.00% | +272+2.7% | Added |
| Wealth Dimensions Group, Ltd. | 10,159 | $3.83M | 1.82% | −40.0% | Reduced |
| Ropes Wealth Advisors LLC | 10,161 | $3.83M | 0.79% | +27+0.3% | Added |
| Fusion Family Wealth LLC | 10,158 | $3.83M | 0.55% | +1,798+21.5% | Added |
| Morton Brown Family Wealth, LLC | 10,133 | $3.82M | 2.96% | −66−0.6% | Reduced |
| Easterly Investment Partners LLC | 10,087 | $3.81M | 0.34% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 10,084 | $3.80M | 0.12% | −3,300−24.7% | Reduced |
| Founders Capital Management | 10,079 | $3.80M | 3.00% | −670−6.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,221 | $3.80M | 0.97% | +1,053+12.9% | Added |
| Aurora Private Wealth, Inc. | 10,039 | $3.79M | 1.71% | −223−2.2% | Reduced |
| Roundview Capital LLC | 10,032 | $3.78M | 0.45% | −3,286−24.7% | Reduced |
| Charter Trust Co | 10,019 | $3.78M | 0.30% | +8,983+867.1% | Added |
| Pitcairn Co | 10,013 | $3.78M | 0.40% | −60−0.6% | Reduced |
| Maytus Capital Management, LLC | 10,000 | $3.77M | 1.04% | +10,000 | New |
| Chimera Capital Management LLC | 10,000 | $3.77M | 1.76% | +10,000 | New |
| Senator Investment Group LP | 10,000 | $3.77M | 0.27% | +10,000 | New |
| Pitti Group Wealth Management, LLC | 9,993 | $3.77M | 5.14% | −131−1.3% | Reduced |
| Kearns & Associates LLC | 9,981 | $3.77M | 4.99% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 9,920 | $3.76M | 0.38% | −4,879−33.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,955 | $3.76M | 0.67% | −38,088−79.3% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 9,928 | $3.75M | 0.45% | +641+6.9% | Added |
| McAlister, Sweet & Associates, Inc. | 9,895 | $3.73M | 3.79% | +7,288+279.6% | Added |
| Thoroughbred Financial Services, LLC | 9,894 | $3.73M | 0.69% | −7−0.1% | Reduced |
| Lebenthal Global Advisors, LLC | 9,890 | $3.73M | 1.81% | −1,439−12.7% | Reduced |
| Glovista Investments LLC | 9,882 | $3.73M | 1.54% | +9,882 | New |
| Helios Capital Management Pte. Ltd | 9,860 | $3.72M | 7.01% | +9,860 | New |
| Nikulski Financial, Inc. | 9,854 | $3.72M | 1.84% | −123−1.2% | Reduced |
| Round Rock Advisors, LLC | 9,851 | $3.72M | 1.67% | −708−6.7% | Reduced |
| Ford Financial Group, LLC | 9,842 | $3.71M | 1.51% | −283−2.8% | Reduced |
| Wimmer Associates 1, LLC | 9,819 | $3.70M | 2.41% | −279−2.8% | Reduced |
| Platform Technology Partners | 9,803 | $3.70M | 2.02% | +442+4.7% | Added |
| Legacy Wealth Management, Inc | 9,801 | $3.70M | 0.45% | −434−4.2% | Reduced |
| Burns J W & Co Inc | 9,773 | $3.69M | 0.70% | −127−1.3% | Reduced |
| Miracle Mile Advisors, LLC | 9,758 | $3.68M | 0.17% | −1,796−15.5% | Reduced |
| McDonald Partners LLC | 9,755 | $3.68M | 0.94% | +401+4.3% | Added |
| Andesa Financial Management Inc. | 9,745 | $3.68M | 2.32% | +6,030+162.3% | Added |
| Cypress Capital Group | 9,726 | $3.67M | 0.56% | −40.0% | Reduced |
| Castle Rock Wealth Management, LLC | 9,433 | $3.67M | 1.87% | −739−7.3% | Reduced |
| Asset Advisors Investment Management, LLC | 9,726 | $3.67M | 0.50% | −8−0.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 9,722 | $3.67M | 0.43% | +6,626+214.0% | Added |
| LBMC Investment Advisors, LLC | 9,681 | $3.65M | 0.40% | +2,313+31.4% | Added |
| Orca Investment Management, LLC | 9,597 | $3.62M | 3.35% | −238−2.4% | Reduced |
| Gamble Jones Investment Counsel | 9,591 | $3.62M | 0.27% | −25−0.3% | Reduced |