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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 4,867 | $1.84M | 0.27% | −364−7.0% | Reduced |
| Founders Financial Securities LLC | 4,866 | $1.84M | 0.36% | −1,662−25.5% | Reduced |
| WCG Wealth Advisors LLC | 4,857 | $1.83M | 0.25% | +4,857 | New |
| BCR Wealth Strategies, LLC | 4,853 | $1.83M | 1.89% | −36−0.7% | Reduced |
| Hardy Reed LLC | 4,841 | $1.83M | 0.39% | 00.0% | Unchanged |
| 360 Financial, Inc. | 4,605 | $1.82M | 1.10% | +842+22.4% | Added |
| Smith & Howard Wealth Management, LLC | 4,819 | $1.82M | 0.77% | +3,950+454.5% | Added |
| Pinnacle Private Wealth, LLC | 4,774 | $1.80M | 0.70% | −118−2.4% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 4,770 | $1.80M | 0.12% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 4,753 | $1.79M | 1.43% | +11+0.2% | Added |
| Cigna Investments Inc | 4,750 | $1.79M | 0.36% | −4,790−50.2% | Reduced |
| Sage Mountain Advisors LLC | 4,751 | $1.79M | 0.32% | +245+5.4% | Added |
| Hamilton Capital, LLC | 4,745 | $1.79M | 0.11% | −139−2.8% | Reduced |
| Morton Capital Management LLC | 4,730 | $1.78M | 0.78% | +236+5.3% | Added |
| Goodman Financial Corp | 4,713 | $1.78M | 0.59% | −436−8.5% | Reduced |
| EPIQ Capital Group, LLC | 4,680 | $1.77M | 0.74% | −510−9.8% | Reduced |
| Alley Investment Management Company, LLC | 4,695 | $1.77M | 0.33% | +25+0.5% | Added |
| InTrack Investment Management Inc | 4,693 | $1.77M | 1.81% | −122−2.5% | Reduced |
| Affinity Wealth Management LLC | 4,600 | $1.77M | 0.41% | −40−0.9% | Reduced |
| James Investment Research Inc | 4,677 | $1.76M | 0.24% | +7+0.1% | Added |
| Bull Street Advisors, LLC | 4,672 | $1.76M | 0.94% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 4,655 | $1.76M | 0.56% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 4,654 | $1.76M | 0.72% | +260+5.9% | Added |
| Acorn Financial Advisory Services Inc | 4,647 | $1.75M | 0.42% | +1,535+49.3% | Added |
| Horizon Investments, LLC | 4,634 | $1.75M | 0.06% | −636−12.1% | Reduced |
| Rice Partnership, LLC | 4,628 | $1.75M | 0.61% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 4,619 | $1.74M | 0.09% | −2,826−38.0% | Reduced |
| Ironwood Wealth Management, LLC. | 4,617 | $1.74M | 0.78% | +630+15.8% | Added |
| L.M. Kohn & Company | 4,610 | $1.74M | 0.81% | −229−4.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,609 | $1.74M | 0.59% | 00.0% | Unchanged |
| Sabal Trust CO | 4,603 | $1.74M | 0.12% | −48−1.0% | Reduced |
| Desjardins Global Asset Management Inc. | 4,597 | $1.73M | 0.23% | −7,098−60.7% | Reduced |
| Legacy Private Trust Co. | 4,594 | $1.73M | 0.16% | +54+1.2% | Added |
| Parkside Financial Bank & Trust | 4,583 | $1.73M | 0.53% | +130+2.9% | Added |
| Geneva Partners, LLC | 4,574 | $1.73M | 1.70% | −196−4.1% | Reduced |
| Weaver Consulting Group | 4,567 | $1.72M | 0.96% | −86−1.8% | Reduced |
| Burney Co | 4,568 | $1.72M | 0.09% | +56+1.2% | Added |
| Evensky & Katz LLC | 4,563 | $1.72M | 0.20% | −13−0.3% | Reduced |
| Palouse Capital Management, Inc. | 4,560 | $1.72M | 0.85% | −369−7.5% | Reduced |
| Koss-Olinger Consulting, LLC | 4,549 | $1.72M | 0.31% | −50−1.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 4,550 | $1.72M | 0.12% | +11+0.2% | Added |
| WESPAC Advisors SoCal, LLC | 4,547 | $1.72M | 0.66% | −85−1.8% | Reduced |
| MBA Advisors LLC | 4,541 | $1.71M | 1.18% | −217−4.6% | Reduced |
| Price T Rowe Associates Inc | 4,540 | $1.71M | 0.00% | +79+1.8% | Added |
| Valley National Advisers Inc | 4,400 | $1.71M | 0.36% | −31−0.7% | Reduced |
| Country Trust Bank | 4,531 | $1.71M | 0.05% | 00.0% | Unchanged |
| Parkside Investments, LLC | 4,529 | $1.71M | 0.36% | +138+3.1% | Added |
| White Lighthouse Investment Management Inc. | 4,515 | $1.70M | 0.49% | −235−4.9% | Reduced |
| Stillwater Investment Management, LLC | 4,505 | $1.70M | 0.50% | +827+22.5% | Added |
| Girard Partners Ltd. | 4,503 | $1.70M | 0.22% | +1,115+32.9% | Added |
| Eagle Global Advisors LLC | 4,500 | $1.70M | 0.13% | −1,125−20.0% | Reduced |
| KFA Private Wealth Group, LLC | 4,486 | $1.69M | 0.94% | +842+23.1% | Added |
| Flynn Zito Capital Management, LLC | 4,486 | $1.69M | 0.94% | +3,828+581.8% | Added |
| Grandfield & Dodd, LLC | 4,480 | $1.69M | 0.13% | +36+0.8% | Added |
| Horizon Investment Services, LLC | 4,471 | $1.69M | 1.12% | −238−5.1% | Reduced |
| Motley Fool Wealth Management, LLC | 4,470 | $1.69M | 0.11% | +4,470 | New |
| Sharkey, Howes & Javer | 4,459 | $1.68M | 0.41% | −73−1.6% | Reduced |
| Arlington Partners LLC | 4,456 | $1.68M | 0.56% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 4,452 | $1.68M | 0.12% | +447+11.2% | Added |
| Warner Financial, Inc | 4,450 | $1.68M | 1.54% | +2,402+117.3% | Added |
| Bowling Portfolio Management LLC | 4,448 | $1.68M | 0.42% | −18−0.4% | Reduced |
| Mitchell Sinkler & Starr | 4,380 | $1.65M | 0.61% | +112+2.6% | Added |
| Ullmann Financial Group, Inc. | 4,368 | $1.65M | 0.45% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 4,365 | $1.65M | 0.56% | +92+2.2% | Added |
| Octavia Wealth Advisors, LLC | 4,348 | $1.65M | 0.43% | +129+3.1% | Added |
| Roberts Wealth Advisors, LLC | 4,235 | $1.65M | 0.72% | +1,358+47.2% | Added |
| Petrus Trust Company, LTA | 4,361 | $1.65M | 0.23% | 00.0% | Unchanged |
| Barings LLC | 4,348 | $1.64M | 0.06% | −34,547−88.8% | Reduced |
| Cornerstone Advisory, LLC | 4,342 | $1.64M | 0.37% | −3,495−44.6% | Reduced |
| ACG Wealth | 4,340 | $1.64M | 0.33% | −2,400−35.6% | Reduced |
| Ironwood Financial, llc | 4,337 | $1.64M | 0.53% | +157+3.8% | Added |
| Tufton Capital Management | 4,330 | $1.63M | 0.31% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 4,319 | $1.63M | 0.67% | +1,090+33.8% | Added |
| Capital Directions Investment Advisors, LLC | 4,283 | $1.62M | 0.54% | −37−0.9% | Reduced |
| PFS Investments Inc. | 4,282 | $1.61M | 0.03% | −139−3.1% | Reduced |
| Bangor Savings Bank | 4,263 | $1.61M | 0.17% | +205+5.1% | Added |
| State of Wyoming | 4,240 | $1.60M | 0.99% | +2,863+207.9% | Added |
| Full Sail Capital, LLC | 4,235 | $1.60M | 0.15% | −30−0.7% | Reduced |
| Northwest Capital Management Inc | 4,232 | $1.60M | 0.84% | +483+12.9% | Added |
| Agate Pass Investment Management, LLC | 4,230 | $1.60M | 1.12% | +34+0.8% | Added |
| First Capital Advisors Group, LLC. | 4,228 | $1.59M | 1.09% | +4,228 | New |
| Vectors Research Management, LLC | 4,201 | $1.58M | 0.40% | −200−4.5% | Reduced |
| HNP Capital LLC | 4,201 | $1.58M | 0.44% | −200−4.5% | Reduced |
| Wedgewood Investors Inc | 4,200 | $1.58M | 2.24% | +3+0.1% | Added |
| Mizuho Markets Americas LLC | 4,185 | $1.58M | 0.12% | −110,555−96.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,185 | $1.58M | 0.14% | +649+18.4% | Added |
| Cahaba Wealth Management, Inc. | 4,185 | $1.58M | 0.23% | 00.0% | Unchanged |
| NVWM, LLC | 4,177 | $1.58M | 0.61% | +627+17.7% | Added |
| Coho Partners, Ltd. | 4,165 | $1.57M | 0.03% | +4,165 | New |
| Roffman Miller Associates Inc | 4,162 | $1.57M | 0.14% | −49−1.2% | Reduced |
| Ascent Group, LLC | 3,807 | $1.57M | 0.19% | +560+17.2% | Added |
| Highlander Partners, L.P. | 4,144 | $1.56M | 2.06% | 00.0% | Unchanged |
| Providence First Trust Co | 4,137 | $1.56M | 0.88% | −608−12.8% | Reduced |
| Wall Street Access Asset Management, LLC | 4,130 | $1.56M | 0.82% | 00.0% | Unchanged |
| Herbst Group, LLC | 4,080 | $1.56M | 1.23% | −400−8.9% | Reduced |
| Brand Asset Management Group, Inc. | 4,125 | $1.56M | 0.79% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 4,121 | $1.55M | 0.42% | −3,850−48.3% | Reduced |
| Hengehold Capital Management LLC | 4,120 | $1.55M | 0.22% | −178−4.1% | Reduced |
| Sonora Investment Management Group, LLC | 4,112 | $1.55M | 0.15% | 00.0% | Unchanged |
| SBK Financial, Inc. | 4,081 | $1.54M | 2.01% | 00.0% | Unchanged |