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 |
|---|---|---|---|---|---|
| Great Diamond Partners, LLC | 8,058 | $3.04M | 1.01% | −658−7.5% | Reduced |
| Guidance Point Advisors, LLC | 8,052 | $3.04M | 1.31% | +15+0.2% | Added |
| Berger Financial Group, Inc | 8,022 | $3.03M | 0.44% | +906+12.7% | Added |
| Capital World Investors | 7,949 | $3.02M | 0.00% | +4,189+111.4% | Added |
| Safeguard Investment Advisory Group, LLC | 6,688 | $3.02M | 1.86% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 7,996 | $3.02M | 2.20% | +4+0.1% | Added |
| Laraway Financial Inc | 7,980 | $3.01M | 3.20% | +1,730+27.7% | Added |
| Long Run Wealth Advisors, LLC | 7,970 | $3.01M | 1.16% | +425+5.6% | Added |
| SL Advisors, LLC | 7,954 | $3.00M | 7.19% | −402−4.8% | Reduced |
| Cutler Group LP | 7,902 | $2.98M | 0.41% | −4,198−34.7% | Reduced |
| Peterson Wealth Management | 7,877 | $2.97M | 3.84% | −12,262−60.9% | Reduced |
| Montis Financial, LLC | 7,878 | $2.97M | 2.78% | +10.0% | Added |
| Sandbox Financial Partners, LLC | 7,871 | $2.97M | 2.12% | +1,077+15.9% | Added |
| First United Bank Trust | 7,868 | $2.97M | 1.36% | −218−2.7% | Reduced |
| Twin Lakes Capital Management, LLC | 7,864 | $2.97M | 2.15% | +18+0.2% | Added |
| Operose Advisors LLC | 7,863 | $2.97M | 2.09% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 7,855 | $2.96M | 0.61% | +10.0% | Added |
| Madison Wealth Partners, Inc | 7,851 | $2.96M | 1.88% | +12+0.2% | Added |
| Jmac Enterprises LLC | 7,764 | $2.93M | 0.75% | +6,072+358.9% | Added |
| Raffa Wealth Management, LLC | 7,707 | $2.91M | 1.32% | +5+0.1% | Added |
| Asset Dedication, LLC | 7,697 | $2.90M | 0.43% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 7,675 | $2.90M | 0.70% | +75+1.0% | Added |
| Convergence Financial, LLC | 7,673 | $2.89M | 2.99% | +7,673 | New |
| Bickling Financial Services, Inc. | 7,668 | $2.89M | 1.83% | −772−9.1% | Reduced |
| First Heartland Consultants, Inc. | 7,652 | $2.89M | 0.45% | −2,154−22.0% | Reduced |
| Loudon Investment Management, LLC | 7,638 | $2.88M | 2.16% | −85−1.1% | Reduced |
| Weinberger Asset Management, Inc | 7,625 | $2.88M | 1.90% | +4,311+130.1% | Added |
| Nixon Peabody Trust Co | 7,612 | $2.87M | 1.30% | −181−2.3% | Reduced |
| Clarity Financial LLC | 7,605 | $2.87M | 0.62% | +5,427+249.2% | Added |
| Reynders McVeigh Capital Management, LLC | 7,558 | $2.85M | 0.21% | +1,619+27.3% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 7,554 | $2.85M | 3.10% | +194+2.6% | Added |
| Keystone Wealth Services, LLC | 7,534 | $2.84M | 1.27% | −56−0.7% | Reduced |
| Signature Securities Group Corporation | 7,492 | $2.83M | 1.05% | −735−8.9% | Reduced |
| Baldwin Investment Management, LLC | 7,510 | $2.83M | 0.97% | −525−6.5% | Reduced |
| Wunderlich Capital Managemnt | 7,482 | $2.82M | 1.65% | −641−7.9% | Reduced |
| Creative Financial Designs Inc | 7,469 | $2.82M | 0.46% | +447+6.4% | Added |
| AtlasMark Financial, Inc | 7,430 | $2.80M | 4.06% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 7,421 | $2.80M | 0.05% | −180−2.4% | Reduced |
| Pasadena Private Wealth, LLC | 7,401 | $2.79M | 0.96% | −11−0.1% | Reduced |
| Fox Run Management, L.L.C. | 7,401 | $2.79M | 1.39% | +1,225+19.8% | Added |
| SP Asset Management | 7,395 | $2.79M | 0.36% | +1,471+24.8% | Added |
| Vantage Investment Partners, LLC | 7,382 | $2.79M | 0.22% | +20+0.3% | Added |
| Transparent Wealth Partners LLC | 7,347 | $2.77M | 2.45% | −32,158−81.4% | Reduced |
| Naviter Wealth, LLC | 7,297 | $2.76M | 1.13% | −303−4.0% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 7,292 | $2.75M | 1.06% | +1,675+29.8% | Added |
| Cape Cod Five Cents Savings Bank | 7,284 | $2.75M | 0.31% | +738+11.3% | Added |
| Castellan Group, LLC | 7,270 | $2.74M | 2.17% | +2,513+52.8% | Added |
| Colony Family Offices, LLC | 7,236 | $2.74M | 1.24% | −270−3.6% | Reduced |
| CFM Wealth Partners LLC | 7,265 | $2.74M | 0.82% | −37−0.5% | Reduced |
| M.D. Sass Investors Services, Inc. | 7,262 | $2.74M | 0.52% | +1,950+36.7% | Added |
| Altshuler Shaham Ltd | 7,240 | $2.73M | 0.04% | −2,638,165−99.7% | Reduced |
| Western Asset Management Company, LLC | 7,236 | $2.73M | 1.17% | +4,926+213.2% | Added |
| Regis Management CO LLC | 7,228 | $2.73M | 0.61% | 00.0% | Unchanged |
| Plancorp, LLC | 7,229 | $2.73M | 0.17% | +1,676+30.2% | Added |
| Guyasuta Investment Advisors Inc | 7,222 | $2.72M | 0.21% | +7+0.1% | Added |
| Prosperity Planning, Inc. | 7,483 | $2.72M | 1.39% | 00.0% | Unchanged |
| Moreno Evelyn V | 7,210 | $2.72M | 0.63% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 7,172 | $2.71M | 1.43% | +115+1.6% | Added |
| Boston Research & Management Inc | 7,148 | $2.70M | 0.87% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 7,137 | $2.69M | 1.04% | +84+1.2% | Added |
| Capital Insight Partners, LLC | 7,131 | $2.69M | 0.63% | −536−7.0% | Reduced |
| Boston Trust Walden Corp | 7,116 | $2.69M | 0.03% | −13−0.2% | Reduced |
| NWK Group, Inc. | 7,109 | $2.68M | 1.81% | −78−1.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 7,108 | $2.68M | 1.27% | +4,464+168.8% | Added |
| Edge Wealth Management LLC | 7,101 | $2.68M | 0.58% | +718+11.2% | Added |
| High Falls Advisors, Inc | 7,087 | $2.67M | 0.83% | −456−6.0% | Reduced |
| F&V Capital Management, LLC | 7,076 | $2.67M | 0.95% | −171−2.4% | Reduced |
| Peak Planning Group, LLC | 7,071 | $2.67M | 2.24% | +7,071 | New |
| Austin Asset Management Co Inc | 7,048 | $2.66M | 0.95% | +42+0.6% | Added |
| Allegheny Financial Group LTD | 7,044 | $2.66M | 1.24% | +804+12.9% | Added |
| ProVise Management Group, LLC | 7,039 | $2.65M | 0.28% | −89−1.2% | Reduced |
| Callan Capital, LLC | 7,027 | $2.65M | 0.41% | −122−1.7% | Reduced |
| Pacitti Group Inc. | 7,017 | $2.65M | 2.03% | +286+4.2% | Added |
| SC&H Financial Advisors, Inc. | 6,997 | $2.64M | 1.23% | −870−11.1% | Reduced |
| Samalin Investment Counsel, LLC | 6,956 | $2.62M | 1.85% | −390−5.3% | Reduced |
| Signature Wealth Management Partners, LLC | 6,953 | $2.62M | 2.69% | −48−0.7% | Reduced |
| Cubic Asset Management, LLC | 6,953 | $2.62M | 0.71% | −23−0.3% | Reduced |
| Fragasso Group Inc. | 6,929 | $2.61M | 0.35% | +47+0.7% | Added |
| Enterprise Financial Services Corp | 6,910 | $2.61M | 0.51% | −575−7.7% | Reduced |
| Heritage Investment Group, Inc. | 6,906 | $2.60M | 1.50% | −151−2.1% | Reduced |
| Trinity Legacy Partners, LLC | 6,776 | $2.60M | 1.01% | +295+4.6% | Added |
| Madison Wealth Management | 6,895 | $2.60M | 0.63% | −39−0.6% | Reduced |
| TCI Wealth Advisors, Inc. | 6,892 | $2.60M | 0.40% | −402−5.5% | Reduced |
| Ameliora Wealth Management Ltd. | 6,892 | $2.60M | 3.08% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 6,842 | $2.59M | 1.48% | +118+1.8% | Added |
| Total Clarity Wealth Management, Inc. | 6,865 | $2.59M | 1.34% | +676+10.9% | Added |
| UBP Investment Advisors SA | 6,850 | $2.58M | 1.03% | −95,587−93.3% | Reduced |
| Texas Capital Bancshares Inc | 6,841 | $2.58M | 1.95% | −105−1.5% | Reduced |
| DB Wealth Management Group, LLC | 6,833 | $2.58M | 1.76% | −1,037−13.2% | Reduced |
| Pioneer Trust Bank N A | 6,829 | $2.58M | 0.83% | +310+4.8% | Added |
| Kelman-Lazarov, Inc. | 6,817 | $2.57M | 0.87% | −165−2.4% | Reduced |
| Investment Partners, Ltd. | 6,801 | $2.57M | 1.25% | +244+3.7% | Added |
| Rappaport Reiches Capital Management, LLC | 6,782 | $2.56M | 1.28% | +573+9.2% | Added |
| Rossmore Private Capital | 6,775 | $2.56M | 0.44% | +738+12.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,552 | $2.55M | 0.04% | +1,364+26.3% | Added |
| Litman Gregory Asset Management LLC | 6,745 | $2.54M | 0.37% | +6,745 | New |
| Summit Financial Wealth Advisors, LLC | 6,430 | $2.54M | 0.61% | +534+9.1% | Added |
| Waterfront Wealth Inc. | 6,715 | $2.53M | 1.02% | −468−6.5% | Reduced |
| Peregrine Asset Advisers, Inc. | 6,698 | $2.53M | 1.84% | −3,977−37.3% | Reduced |
| Lockerman Financial Group, Inc. | 6,691 | $2.52M | 8.06% | 00.0% | Unchanged |