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 |
|---|---|---|---|---|---|
| Obermeyer Wood Investment Counsel, LLLP | 5,593 | $2.11M | 0.15% | −732−11.6% | Reduced |
| Asset Allocation & Management Company, LLC | 5,594 | $2.11M | 0.88% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 5,580 | $2.10M | 1.04% | −86−1.5% | Reduced |
| Silverleafe Capital Partners, LLC | 5,581 | $2.10M | 1.26% | +299+5.7% | Added |
| Oak Harbor Wealth Partners, LLC | 5,579 | $2.10M | 0.84% | +824+17.3% | Added |
| BNC Wealth Management, LLC | 5,578 | $2.10M | 1.10% | −100−1.8% | Reduced |
| Visionary Wealth Advisors | 5,577 | $2.10M | 0.19% | +38+0.7% | Added |
| WNY Asset Management, LLC | 5,568 | $2.10M | 0.71% | −25−0.4% | Reduced |
| Sequent Asset Management, LLC | 5,548 | $2.09M | 1.54% | −100−1.8% | Reduced |
| Advisor Partners LLC | 5,545 | $2.09M | 0.15% | +335+6.4% | Added |
| Fisher Asset Management, LLC | 5,543 | $2.09M | 0.00% | −608−9.9% | Reduced |
| TNF LLC | 5,285 | $2.09M | 1.00% | −793−13.0% | Reduced |
| Fiduciary Group LLC | 4,967 | $2.09M | 0.26% | −18−0.4% | Reduced |
| Crossvault Capital Management LLC | 5,525 | $2.08M | 0.82% | −82−1.5% | Reduced |
| LaFleur & Godfrey LLC | 5,515 | $2.08M | 0.33% | +50+0.9% | Added |
| Coyle Financial Counsel LLC | 5,507 | $2.08M | 1.14% | +503+10.1% | Added |
| Sage Advisory Services, Ltd.Co. | 5,505 | $2.08M | 0.59% | −7,905−58.9% | Reduced |
| Levin Capital Strategies, L.P. | 5,500 | $2.08M | 0.25% | +390+7.6% | Added |
| State of Alaska, Department of Revenue | 5,505 | $2.08M | 0.03% | +4,840+727.8% | Added |
| Ashton Thomas Private Wealth, LLC | 5,495 | $2.07M | 0.22% | −154−2.7% | Reduced |
| CCG Wealth Management, LLC | 5,482 | $2.07M | 1.17% | −6,688−55.0% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 5,476 | $2.07M | 0.58% | +889+19.4% | Added |
| Sittner & Nelson, LLC | 5,470 | $2.06M | 1.35% | −70−1.3% | Reduced |
| Northern Oak Wealth Management Inc | 5,454 | $2.06M | 0.29% | −53−1.0% | Reduced |
| High Net Worth Advisory Group LLC | 5,446 | $2.06M | 0.85% | −45−0.8% | Reduced |
| Disciplined Investments, LLC | 5,442 | $2.05M | 0.93% | −16−0.3% | Reduced |
| Towerpoint Wealth, LLC | 5,391 | $2.03M | 1.22% | +222+4.3% | Added |
| Truadvice, LLC | 4,907 | $2.03M | 1.07% | −2,310−32.0% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 5,378 | $2.03M | 2.00% | +69+1.3% | Added |
| Advanced Asset Management Advisors Inc | 5,379 | $2.03M | 0.52% | +928+20.8% | Added |
| AlphaCore Capital LLC | 5,372 | $2.03M | 0.94% | −576−9.7% | Reduced |
| LMCG Investments, LLC | 5,329 | $2.01M | 0.14% | −8−0.1% | Reduced |
| DFPG Investments, LLC | 5,248 | $2.00M | 0.87% | +8+0.2% | Added |
| Delta Investment Management, LLC | 5,311 | $2.00M | 0.91% | +376+7.6% | Added |
| White Knight Strategic Wealth Advisors, LLC | 5,288 | $2.00M | 2.76% | +501+10.5% | Added |
| Eldridge Investment Advisors, Inc. | 5,270 | $1.99M | 0.75% | −119−2.2% | Reduced |
| Ulrich Consultants & Investment Group, LLC | 5,261 | $1.99M | 1.09% | +5,261 | New |
| Asset Management Group, Inc. | 5,254 | $1.98M | 0.48% | +17+0.3% | Added |
| Ballast Advisors LLC | 5,245 | $1.98M | 0.89% | −10.0% | Reduced |
| Duncker Streett & Co Inc | 5,244 | $1.98M | 0.47% | −127−2.4% | Reduced |
| Abacus Wealth Partners, LLC | 5,224 | $1.97M | 1.02% | −348−6.2% | Reduced |
| Marcum Wealth, LLC | 5,222 | $1.97M | 0.29% | +143+2.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 5,211 | $1.97M | 0.88% | −2,003−27.8% | Reduced |
| Baldwin Brothers Inc | 5,176 | $1.95M | 0.25% | −1,142−18.1% | Reduced |
| Financial Advisors Network, Inc. | 5,171 | $1.95M | 0.55% | −33−0.6% | Reduced |
| Claret Asset Management Corp | 5,170 | $1.95M | 0.42% | −3−0.1% | Reduced |
| Mathes Company, Inc. | 5,163 | $1.95M | 0.95% | +13+0.3% | Added |
| USAdvisors Wealth Management, LLC | 5,162 | $1.95M | 0.98% | +364+7.6% | Added |
| Asset Management Corp | 5,164 | $1.95M | 1.46% | +890+20.8% | Added |
| Sky Investment Group LLC | 5,162 | $1.95M | 0.47% | +365+7.6% | Added |
| Triton Wealth Management, PLLC | 4,749 | $1.95M | 1.37% | −2,450−34.0% | Reduced |
| Selway Asset Management | 5,157 | $1.95M | 1.08% | +1,157+28.9% | Added |
| Pentwater Capital Management LP | 5,150 | $1.94M | 0.03% | −25,000−82.9% | Reduced |
| Merriman Wealth Management, LLC | 5,132 | $1.94M | 0.14% | −25,346−83.2% | Reduced |
| Epiq Partners, LLC | 5,139 | $1.94M | 1.19% | −300−5.5% | Reduced |
| Consolidated Planning Corp | 5,125 | $1.93M | 0.60% | +913+21.7% | Added |
| GFI Investment Counsel Ltd. | 5,121 | $1.93M | 0.30% | +5,121 | New |
| Marshall & Sullivan Inc | 5,117 | $1.93M | 1.17% | −4−0.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,080 | $1.92M | 0.17% | −319−5.9% | Reduced |
| Summit Financial Strategies, Inc. | 5,100 | $1.92M | 0.45% | −157−3.0% | Reduced |
| Leeward Financial Partners, LLC | 5,099 | $1.92M | 1.32% | −10−0.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 5,099 | $1.92M | 0.10% | +550+12.1% | Added |
| Martel Wealth Advisors Inc | 5,094 | $1.92M | 0.52% | −147−2.8% | Reduced |
| Noesis Capital Mangement Corp | 5,090 | $1.92M | 0.57% | −25−0.5% | Reduced |
| Inspirion Wealth Advisors, LLC | 5,088 | $1.92M | 0.42% | +15+0.3% | Added |
| Marks Group Wealth Management, Inc | 5,087 | $1.92M | 0.28% | −2,269−30.8% | Reduced |
| Bluestein R H & Co | 5,085 | $1.92M | 0.12% | +5+0.1% | Added |
| Ascent Wealth Partners, LLC | 5,079 | $1.92M | 0.43% | −11,655−69.6% | Reduced |
| Sunesis Advisors, LLC | 5,076 | $1.92M | 1.24% | −963−15.9% | Reduced |
| Wealthquest Corp | 5,076 | $1.91M | 0.29% | −96−1.9% | Reduced |
| Home Federal Bank of Tennessee | 5,069 | $1.91M | 0.75% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 5,059 | $1.91M | 1.60% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 5,052 | $1.91M | 2.13% | +20.0% | Added |
| Capital City Trust Co | 5,052 | $1.91M | 0.62% | +242+5.0% | Added |
| Baystate Wealth Management LLC | 5,038 | $1.90M | 0.18% | +217+4.5% | Added |
| Monolith Advisors | 5,032 | $1.90M | 2.00% | +972+23.9% | Added |
| Joseph P. Lucia & Associates, LLC | 5,013 | $1.89M | 1.33% | +554+12.4% | Added |
| Silver Oak Securities, Inc | 4,782 | $1.89M | 0.42% | +1,234+34.8% | Added |
| Gemmer Asset Management LLC | 4,999 | $1.89M | 0.30% | −206−4.0% | Reduced |
| Cohanzick Management, LLC | 5,000 | $1.89M | 0.53% | +5,000 | New |
| Frontier Wealth Management LLC | 4,989 | $1.88M | 0.14% | −1,679−25.2% | Reduced |
| Essex Savings Bank | 4,988 | $1.88M | 0.72% | +148+3.1% | Added |
| Truvestments Capital LLC | 4,979 | $1.88M | 1.10% | −238−4.6% | Reduced |
| Banco BTG Pactual S.A. | 4,977 | $1.88M | 1.22% | +4,977 | New |
| Southern Wealth Management, LLP | 4,975 | $1.88M | 0.72% | +1,224+32.6% | Added |
| HCR Wealth Advisors | 4,946 | $1.87M | 0.38% | +53+1.1% | Added |
| Kistler-Tiffany Companies, LLC | 4,948 | $1.87M | 0.41% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 4,947 | $1.87M | 1.30% | −1,899−27.7% | Reduced |
| Parisi Gray Wealth Management | 4,943 | $1.86M | 0.97% | −4,537−47.9% | Reduced |
| Alerus Financial NA | 4,941 | $1.86M | 0.17% | +987+25.0% | Added |
| Trillium Asset Management, LLC | 4,926 | $1.86M | 0.06% | +46+0.9% | Added |
| Cooper/Haims Advisors, LLC | 4,929 | $1.86M | 1.22% | +9+0.2% | Added |
| BHK Investment Advisors, LLC | 4,928 | $1.86M | 0.84% | +4,158+540.0% | Added |
| Wealth Advisors, Inc. | 4,919 | $1.86M | 0.90% | +3+0.1% | Added |
| McBroom & Associates, LLC | 4,917 | $1.85M | 2.02% | −238−4.6% | Reduced |
| Pavion Blue Capital, LLC | 4,916 | $1.85M | 1.25% | +220+4.7% | Added |
| Oxinas Partners Wealth Management LLC | 4,909 | $1.85M | 1.41% | +606+14.1% | Added |
| ML & R Wealth Management LLC | 4,906 | $1.85M | 0.83% | +163+3.4% | Added |
| Global Assets Advisory, LLC | 4,805 | $1.85M | 3.98% | +4,805 | New |
| Lumbard & Kellner, LLC | 4,889 | $1.84M | 0.94% | +1,835+60.1% | Added |