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 |
|---|---|---|---|---|---|
| Bridgewater Advisors Inc. | 9,573 | $3.61M | 0.75% | −72−0.7% | Reduced |
| Iowa State Bank | 9,569 | $3.61M | 0.96% | +1,604+20.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 9,553 | $3.60M | 0.34% | +1,250+15.1% | Added |
| Donaldson Capital Management, LLC | 9,549 | $3.60M | 0.19% | −75−0.8% | Reduced |
| Metlife Inc | 9,581 | $3.60M | 36.73% | −51−0.5% | Reduced |
| Zweig-DiMenna Associates LLC | 9,500 | $3.58M | 0.72% | +9,500 | New |
| GeoWealth Management, LLC | 9,495 | $3.58M | 0.48% | −2,921−23.5% | Reduced |
| Madden Advisory Services, Inc. | 9,435 | $3.56M | 2.70% | −63−0.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,414 | $3.55M | 2.30% | +48+0.5% | Added |
| Reynolds Investment Management, Inc. | 9,395 | $3.54M | 1.26% | +12+0.1% | Added |
| Helen Stephens Group, LLC | 9,374 | $3.54M | 2.51% | +20.0% | Added |
| SkyView Investment Advisors, LLC | 9,370 | $3.54M | 0.93% | −8,000−46.1% | Reduced |
| John W. Brooker & Co., CPAs | 9,372 | $3.54M | 2.16% | +145+1.6% | Added |
| Stephenson National Bank & Trust | 9,356 | $3.53M | 2.15% | −67−0.7% | Reduced |
| Zions Bancorporation, N.A. | 9,352 | $3.53M | 0.35% | −214−2.2% | Reduced |
| Schechter Investment Advisors, LLC | 9,350 | $3.53M | 0.34% | +402+4.5% | Added |
| Family Legacy, Inc. | 9,256 | $3.52M | 1.67% | +42+0.5% | Added |
| Congress Asset Management Co | 9,323 | $3.52M | 0.03% | +4,298+85.5% | Added |
| Cozad Asset Management Inc | 9,317 | $3.52M | 0.55% | +160+1.7% | Added |
| Mengis Capital Management, Inc. | 9,294 | $3.51M | 0.77% | −88−0.9% | Reduced |
| Parsec Financial Management, Inc. | 9,255 | $3.49M | 0.17% | +773+9.1% | Added |
| Bay Rivers Group | 9,233 | $3.48M | 3.10% | −250−2.6% | Reduced |
| First Interstate Bank | 9,221 | $3.48M | 0.26% | −1,133−10.9% | Reduced |
| GW&K Investment Management, LLC | 9,199 | $3.47M | 0.04% | +9,126+12,501.4% | Added |
| Wealthstream Advisors, Inc. | 9,193 | $3.47M | 3.50% | +690+8.1% | Added |
| Tower View Investment Management & Research LLC | 9,174 | $3.46M | 2.56% | −111−1.2% | Reduced |
| Founders Financial Alliance, LLC | 9,172 | $3.46M | 1.75% | −497−5.1% | Reduced |
| Latitude Advisors, LLC | 9,153 | $3.45M | 3.17% | −12,905−58.5% | Reduced |
| Sentry Investment Management LLC | 9,144 | $3.45M | 1.56% | +3,149+52.5% | Added |
| Rothschild & Co Asset Management US Inc. | 9,121 | $3.44M | 0.05% | +5,724+168.5% | Added |
| Newfound Research LLC | 9,113 | $3.44M | 7.29% | −16,784−64.8% | Reduced |
| Symphony Financial, Ltd. Co. | 8,989 | $3.42M | 1.01% | −376−4.0% | Reduced |
| Krilogy Financial LLC | 9,064 | $3.42M | 0.40% | +2,634+41.0% | Added |
| Roberts Glore & Co Inc | 9,052 | $3.42M | 1.14% | −465−4.9% | Reduced |
| Ronald Blue Trust, Inc. | 7,556 | $3.41M | 0.05% | +7,556 | New |
| Vista Wealth Management Group, LLC | 9,006 | $3.41M | 0.48% | −118−1.3% | Reduced |
| Strategy Asset Managers LLC | 9,010 | $3.40M | 1.05% | −6,850−43.2% | Reduced |
| Emfo, LLC | 8,961 | $3.38M | 3.43% | +1,348+17.7% | Added |
| Garde Capital, Inc. | 8,932 | $3.37M | 0.41% | −73−0.8% | Reduced |
| Unionview, LLC | 8,905 | $3.36M | 3.75% | +137+1.6% | Added |
| RKL Wealth Management LLC | 8,894 | $3.35M | 0.46% | 00.0% | Unchanged |
| Kalos Management, Inc. | 8,447 | $3.35M | 4.50% | −842−9.1% | Reduced |
| Laidlaw Wealth Management LLC | 8,867 | $3.35M | 0.68% | +2,648+42.6% | Added |
| Marquette Asset Management, LLC | 8,863 | $3.34M | 0.95% | −21,976−71.3% | Reduced |
| Permanens Capital L.P. | 8,821 | $3.33M | 0.67% | +2,817+46.9% | Added |
| Private Ocean, LLC | 8,813 | $3.32M | 0.51% | −111−1.2% | Reduced |
| American National Bank | 8,750 | $3.30M | 0.79% | −162−1.8% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 8,742 | $3.30M | 0.27% | −453−4.9% | Reduced |
| Intelligence Driven Advisers, LLC | 8,578 | $3.29M | 0.65% | +7,113+485.5% | Added |
| Family Management Corp | 8,699 | $3.28M | 0.93% | −37−0.4% | Reduced |
| Apella Capital, LLC | 8,694 | $3.28M | 0.39% | −247−2.8% | Reduced |
| Resources Management Corp | 8,692 | $3.28M | 0.53% | +51+0.6% | Added |
| Northwest Bancshares, Inc. | 8,679 | $3.27M | 0.74% | −166−1.9% | Reduced |
| Sage Rhino Capital LLC | 8,647 | $3.26M | 1.25% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 8,638 | $3.26M | 2.67% | +207+2.5% | Added |
| MTM Investment Management, LLC | 8,510 | $3.25M | 1.75% | +156+1.9% | Added |
| Sterneck Capital Management, LLC | 8,592 | $3.24M | 2.17% | +2,399+38.7% | Added |
| VeraBank, N.A. | 8,585 | $3.24M | 1.90% | 00.0% | Unchanged |
| Prana Capital Management, LP | 8,584 | $3.24M | 0.25% | +8,584 | New |
| Catalyst Private Wealth, LLC | 8,565 | $3.23M | 2.29% | +1,077+14.4% | Added |
| Biltmore Family Office, LLC | 8,497 | $3.22M | 0.80% | +3,073+56.7% | Added |
| My Personal CFO, LLC | 8,522 | $3.21M | 4.13% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 8,508 | $3.21M | 1.75% | +26+0.3% | Added |
| Omega Financial Group, LLC | 8,507 | $3.21M | 1.55% | −22−0.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 8,477 | $3.20M | 2.17% | +5,406+176.0% | Added |
| Cedar Brook Financial Partners, LLC | 8,464 | $3.19M | 1.00% | −424−4.8% | Reduced |
| Farmers & Merchants Investments Inc | 8,459 | $3.19M | 0.14% | −1,096−11.5% | Reduced |
| Sturgeon Ventures LLP | 8,444 | $3.19M | 2.14% | +8,444 | New |
| Smart Money Group LLC | 8,421 | $3.18M | 2.20% | +40+0.5% | Added |
| Transform Wealth, LLC | 8,354 | $3.17M | 0.47% | −11,223−57.3% | Reduced |
| Orin Green Financial, LLC | 8,248 | $3.16M | 1.98% | +401+5.1% | Added |
| Rede Wealth, LLC | 8,371 | $3.16M | 1.83% | −1,034−11.0% | Reduced |
| Resolute Partners Group | 8,336 | $3.16M | 0.33% | +20+0.2% | Added |
| Woodstock Corp | 8,360 | $3.15M | 0.44% | +17+0.2% | Added |
| Merrion Investment Management Co, LLC | 8,354 | $3.15M | 3.05% | −3,510−29.6% | Reduced |
| Center for Financial Planning, Inc. | 8,329 | $3.14M | 0.80% | +243+3.0% | Added |
| Compass Ion Advisors, LLC | 8,326 | $3.14M | 0.91% | +27+0.3% | Added |
| Harbor Investment Advisory, LLC | 8,287 | $3.13M | 0.50% | −950−10.3% | Reduced |
| Everett Harris & Co | 8,269 | $3.12M | 0.05% | −1,259−13.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,258 | $3.12M | 0.04% | +79+1.0% | Added |
| Lifeworks Advisors, LLC | 113,474 | $3.11M | 1.97% | +3,371+3.1% | Added |
| Coastwise Capital Group, LLC | 8,253 | $3.11M | 3.79% | +5,907+251.8% | Added |
| Trust Co of Oklahoma | 8,229 | $3.10M | 1.46% | −323−3.8% | Reduced |
| Ellevest, Inc. | 8,224 | $3.10M | 0.29% | −35−0.4% | Reduced |
| Meridian Investment Counsel Inc. | 8,222 | $3.10M | 1.28% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 8,215 | $3.10M | 0.09% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 8,188 | $3.09M | 0.72% | −195−2.3% | Reduced |
| Clientfirst Wealth Management, LLC | 8,186 | $3.09M | 4.70% | +250+3.2% | Added |
| Sightline Wealth Advisors, LLC | 8,228 | $3.09M | 3.02% | +785+10.5% | Added |
| Baker Avenue Asset Management, LP | 8,170 | $3.08M | 0.21% | −333−3.9% | Reduced |
| TruWealth Advisors, LLC | 8,166 | $3.08M | 0.33% | +136+1.7% | Added |
| Hallmark Capital Management Inc | 8,140 | $3.07M | 0.29% | −19,955−71.0% | Reduced |
| Lakeview Capital Partners, LLC | 8,118 | $3.06M | 1.76% | −627−7.2% | Reduced |
| Larson Financial Group LLC | 8,117 | $3.06M | 0.53% | +1,793+28.4% | Added |
| Chesapeake Wealth Management | 8,113 | $3.06M | 1.31% | +585+7.8% | Added |
| DHJJ Financial Advisors, Ltd. | 8,100 | $3.06M | 1.71% | +268+3.4% | Added |
| Beaumont Financial Partners, LLC | 8,091 | $3.05M | 0.27% | +1,720+27.0% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 8,084 | $3.05M | 0.31% | −147−1.8% | Reduced |
| Edge Capital Group, LLC | 22,696 | $3.05M | 0.29% | −210,505−90.3% | Reduced |
| Palladiem, LLC | 8,067 | $3.04M | 3.02% | −1,195−12.9% | Reduced |