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 |
|---|---|---|---|---|---|
| Goldstein Munger & Associates | 6,666 | $2.52M | 0.76% | −358−5.1% | Reduced |
| Forbes Financial Planning, Inc. | 6,670 | $2.51M | 3.60% | −20−0.3% | Reduced |
| Key Square Capital Management LLC | 6,660 | $2.51M | 1.75% | +5,516+482.2% | Added |
| Insight Advisors, LLC | 6,079 | $2.51M | 0.85% | +88+1.5% | Added |
| Copperwynd Financial, LLC | 6,614 | $2.50M | 1.47% | −26,559−80.1% | Reduced |
| Verus Financial Partners, Inc. | 6,231 | $2.48M | 0.36% | −3,249−34.3% | Reduced |
| Cowa, LLC | 6,570 | $2.48M | 1.43% | −41−0.6% | Reduced |
| Middleton & Co Inc | 6,568 | $2.48M | 0.32% | −95−1.4% | Reduced |
| Carlson Capital Management | 6,560 | $2.48M | 0.22% | +85+1.3% | Added |
| Tennessee Valley Asset Management Partners | 6,523 | $2.46M | 0.95% | +187+3.0% | Added |
| Addenda Capital Inc. | 6,505 | $2.46M | 0.12% | +4,300+195.0% | Added |
| First PREMIER Bank | 6,511 | $2.46M | 0.73% | +1,125+20.9% | Added |
| Financial Synergies Wealth Advisors, Inc. | 6,511 | $2.46M | 0.40% | +256+4.1% | Added |
| BCM Advisors, LLC | 6,206 | $2.46M | 0.68% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 6,499 | $2.45M | 0.27% | +74+1.2% | Added |
| Clear Perspectives Financial Planning, LLC | 6,487 | $2.45M | 0.95% | −358−5.2% | Reduced |
| Silvant Capital Management LLC | 6,445 | $2.44M | 0.59% | 00.0% | Unchanged |
| Bank Ozk | 6,468 | $2.44M | 1.23% | +26+0.4% | Added |
| Ziegler Capital Management, LLC | 6,468 | $2.44M | 0.10% | +2,225+52.4% | Added |
| SOL Capital Management CO | 6,459 | $2.44M | 0.49% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 6,459 | $2.44M | 0.26% | −693−9.7% | Reduced |
| American State Bank (Iowa) | 6,450 | $2.43M | 1.93% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 6,439 | $2.43M | 0.17% | +151+2.4% | Added |
| Connecticut Wealth Management, LLC | 6,423 | $2.42M | 0.21% | +25+0.4% | Added |
| Abacus Planning Group, Inc. | 6,379 | $2.41M | 0.71% | −30.0% | Reduced |
| Beacon Financial Advisory LLC | 6,378 | $2.41M | 1.37% | −199−3.0% | Reduced |
| Certified Advisory Corp | 6,372 | $2.40M | 0.54% | +2,452+62.6% | Added |
| Wealth Management Partners, LLC | 7,000 | $2.40M | 2.10% | +1,000+16.7% | Added |
| Moneda S.A. Administradora General de Fondos | 6,358 | $2.40M | 1.79% | +880+16.1% | Added |
| Bray Capital Advisors | 6,351 | $2.40M | 0.71% | −47−0.7% | Reduced |
| East Coast Asset Management, LLC. | 6,341 | $2.39M | 1.13% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 6,357 | $2.39M | 2.64% | +10+0.2% | Added |
| Willis Johnson & Associates, Inc. | 6,317 | $2.38M | 0.33% | +108+1.7% | Added |
| Mason Investment Advisory Services, Inc. | 6,312 | $2.38M | 0.25% | −181−2.8% | Reduced |
| Formidable Asset Management, LLC | 6,270 | $2.38M | 0.54% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 6,262 | $2.37M | 0.26% | −2,374−27.5% | Reduced |
| Waters Parkerson & Co., LLC | 6,281 | $2.37M | 0.15% | +70+1.1% | Added |
| Weil Company, Inc. | 6,282 | $2.37M | 1.33% | +4,442+241.4% | Added |
| Sterling Investment Counsel, LLC | 6,280 | $2.37M | 1.81% | −10−0.2% | Reduced |
| McIlrath & Eck, LLC | 6,274 | $2.37M | 0.74% | +850+15.7% | Added |
| Bellecapital International Ltd. | 6,253 | $2.36M | 0.66% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 6,214 | $2.34M | 0.42% | −60−1.0% | Reduced |
| Cadinha & Co LLC | 6,202 | $2.34M | 0.52% | 00.0% | Unchanged |
| North Star Asset Management Inc | 6,188 | $2.33M | 0.15% | −96−1.5% | Reduced |
| Toth Financial Advisory Corp | 6,187 | $2.33M | 0.41% | +1,811+41.4% | Added |
| Lehman & Derafelo Financial Resources LLC | 6,150 | $2.33M | 0.72% | +33+0.5% | Added |
| LWS Wealth Advisors, Inc. | 6,170 | $2.33M | 1.10% | +1,135+22.5% | Added |
| Fagan Associates, Inc. | 6,150 | $2.32M | 0.62% | +10.0% | Added |
| Rollins Financial | 6,135 | $2.31M | 0.81% | +1,079+21.3% | Added |
| City Holding Co | 6,132 | $2.31M | 0.44% | −111−1.8% | Reduced |
| Signet Financial Management, LLC | 6,118 | $2.31M | 0.44% | +290+5.0% | Added |
| Tompkins Financial Corp | 6,105 | $2.30M | 0.37% | +19+0.3% | Added |
| Sassicaia Capital Advisers LLC | 6,100 | $2.30M | 14.32% | −905−12.9% | Reduced |
| Picton Mahoney Asset Management | 6,100 | $2.30M | 0.10% | +110+1.8% | Added |
| Means Investment Co., Inc. | 6,085 | $2.30M | 0.49% | −28−0.5% | Reduced |
| JSF Financial, LLC | 6,040 | $2.28M | 1.03% | +1,384+29.7% | Added |
| Revolve Wealth Partners, LLC | 6,037 | $2.28M | 0.75% | +686+12.8% | Added |
| MYDA Advisors LLC | 6,000 | $2.26M | 0.93% | −12,000−66.7% | Reduced |
| Jackson Square Capital, LLC | 5,997 | $2.26M | 0.96% | −152−2.5% | Reduced |
| Tiemann Investment Advisors, LLC | 5,987 | $2.26M | 1.21% | +2,500+71.7% | Added |
| Silicon Hills Wealth Management, LLC | 5,982 | $2.26M | 1.65% | −5,331−47.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,985 | $2.26M | 0.88% | −3−0.1% | Reduced |
| Cohen Lawrence B | 5,979 | $2.26M | 1.61% | −50−0.8% | Reduced |
| Alta Capital Management LLC | 5,969 | $2.25M | 0.17% | +4,377+274.9% | Added |
| W Advisors, LLC | 5,951 | $2.25M | 1.94% | −49−0.8% | Reduced |
| Occidental Asset Management, LLC | 5,950 | $2.25M | 0.67% | −4,681−44.0% | Reduced |
| Blankinship & Foster, LLC | 5,950 | $2.24M | 1.04% | −30−0.5% | Reduced |
| Inverness Counsel LLC | – | $2.24M | 0.13% | – | – |
| Denver Wealth Management, Inc. | 5,944 | $2.24M | 2.34% | +5,944 | New |
| Capstone Financial Advisors, Inc. | 5,933 | $2.24M | 0.19% | −71−1.2% | Reduced |
| Tyler-Stone Wealth Management | 5,930 | $2.24M | 1.49% | −122−2.0% | Reduced |
| Financial Perspectives, Inc | 5,916 | $2.23M | 1.26% | +13+0.2% | Added |
| Omnia Family Wealth, LLC | 5,873 | $2.22M | 1.64% | +1,406+31.5% | Added |
| Fairhaven Wealth Management, LLC | 5,891 | $2.22M | 1.04% | +141+2.5% | Added |
| Nelson Capital Management, LLC | 5,886 | $2.22M | 0.61% | −55−0.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,888 | $2.22M | 0.28% | −4−0.1% | Reduced |
| Index Fund Advisors, Inc. | 5,865 | $2.21M | 0.17% | −714−10.9% | Reduced |
| Harvest Investment Services, LLC | 5,853 | $2.21M | 1.69% | −6,864−54.0% | Reduced |
| Acropolis Investment Management, LLC | 5,824 | $2.20M | 0.22% | +169+3.0% | Added |
| WESCAP Management Group, Inc. | 5,799 | $2.19M | 0.75% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5,790 | $2.18M | 1.24% | −4,808−45.4% | Reduced |
| TrinityPoint Wealth, LLC | 5,788 | $2.18M | 0.48% | +819+16.5% | Added |
| Harbour Capital Advisors, LLC | 5,779 | $2.18M | 0.71% | +40+0.7% | Added |
| Provence Wealth Management Group | 5,775 | $2.18M | 2.86% | +967+20.1% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 5,735 | $2.16M | 0.48% | +114+2.0% | Added |
| Libra Wealth LLC | 5,734 | $2.16M | 1.55% | −43−0.7% | Reduced |
| Upper Left Wealth Management, LLC | 48,744 | $2.16M | 2.59% | −4,396−8.3% | Reduced |
| BEAM Asset Management, LLC | 5,720 | $2.16M | 2.40% | −36−0.6% | Reduced |
| Financial Advisory Corp | 5,707 | $2.15M | 1.45% | −1,064−15.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,690 | $2.15M | 0.45% | +301+5.6% | Added |
| Chicago Capital, LLC | 5,683 | $2.14M | 0.12% | −41−0.7% | Reduced |
| Selective Wealth Management, Inc. | 5,684 | $2.14M | 0.76% | +2,200+63.1% | Added |
| Toroso Investments, LLC | 5,682 | $2.14M | 0.08% | −136−2.3% | Reduced |
| Boenning & Scattergood, Inc. | 5,675 | $2.14M | 0.40% | +99+1.8% | Added |
| Sandy Cove Advisors, LLC | 5,673 | $2.14M | 1.94% | +381+7.2% | Added |
| Partners Capital Investment Group, LLP | 5,661 | $2.14M | 0.14% | −1,170−17.1% | Reduced |
| SOA Wealth Advisors, LLC. | 5,657 | $2.13M | 0.63% | +184+3.4% | Added |
| Accurate Wealth Management, LLC | 5,494 | $2.13M | 1.16% | +122+2.3% | Added |
| Baker Ellis Asset Management LLC | 5,640 | $2.13M | 0.44% | +12+0.2% | Added |
| Punch & Associates Investment Management, Inc. | 5,599 | $2.11M | 0.15% | +1,393+33.1% | Added |