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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Continuum Advisory, LLC | 4,880 | $1.33M | 0.24% | −868−15.1% | Reduced |
| Front Row Advisors LLC | 3,515 | $1.33M | 0.66% | −1,174−25.0% | Reduced |
| Altman Advisors, Inc. | 3,255 | $1.33M | 0.76% | +195+6.4% | Added |
| One Day In July LLC | 3,503 | $1.32M | 0.31% | +16+0.5% | Added |
| Hutchinson Capital Management | 3,501 | $1.32M | 0.34% | +273+8.5% | Added |
| CoreFirst Bank & Trust | 3,500 | $1.32M | 1.04% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 3,489 | $1.32M | 0.15% | +252+7.8% | Added |
| Checchi Capital Advisers, LLC | 3,181 | $1.31M | 0.13% | +1,042+48.7% | Added |
| 9258 Wealth Management, LLC | 3,467 | $1.31M | 0.34% | +6+0.2% | Added |
| Old Port Advisors | 3,424 | $1.31M | 0.51% | +120+3.6% | Added |
| Clearwater Capital Advisors, LLC | 3,464 | $1.31M | 0.18% | +10.0% | Added |
| Northstar Group, Inc. | 3,448 | $1.30M | 0.38% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 3,448 | $1.30M | 0.01% | +55+1.6% | Added |
| Red Cedar Capital, LLC | 3,441 | $1.30M | 0.88% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 3,437 | $1.30M | 0.55% | +23+0.7% | Added |
| Rhumbline Advisers | 3,431 | $1.29M | 0.00% | +70+2.1% | Added |
| Pictet North America Advisors SA | 3,426 | $1.29M | 0.17% | 00.0% | Unchanged |
| HC Advisors, LLC | 3,415 | $1.29M | 0.92% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 3,403 | $1.28M | 0.12% | −4,900−59.0% | Reduced |
| Hemington Wealth Management | 3,402 | $1.28M | 0.51% | −1,508−30.7% | Reduced |
| Altfest L J & Co Inc | 3,392 | $1.28M | 0.23% | +108+3.3% | Added |
| Cranbrook Wealth Management, LLC | 3,390 | $1.28M | 0.32% | −11−0.3% | Reduced |
| Violich Capital Management, Inc. | 3,383 | $1.28M | 0.22% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 3,379 | $1.27M | 0.74% | +450+15.4% | Added |
| Clarkston Capital Partners, LLC | 3,376 | $1.27M | 0.02% | +178+5.6% | Added |
| Private Wealth Group, LLC | 3,372 | $1.27M | 1.57% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 3,368 | $1.27M | 1.55% | +178+5.6% | Added |
| Maltin Wealth Management, Inc. | 3,353 | $1.26M | 0.91% | +383+12.9% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,339 | $1.26M | 1.15% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 3,339 | $1.26M | 0.04% | +2,722+441.2% | Added |
| Meeder Asset Management Inc | 3,326 | $1.25M | 0.07% | +23+0.7% | Added |
| Endurance Wealth Management, Inc. | 3,321 | $1.25M | 0.19% | +98+3.0% | Added |
| Sterling Investment Advisors, Ltd. | 3,322 | $1.25M | 0.43% | +112+3.5% | Added |
| Innova Wealth Partners | 3,317 | $1.25M | 1.06% | −6,877−67.5% | Reduced |
| Consilio Wealth Advisors, LLC | 3,318 | $1.25M | 1.01% | −105−3.1% | Reduced |
| WealthBridge Investment Counsel Inc. | 3,318 | $1.25M | 0.64% | +235+7.6% | Added |
| Choice Wealth Advisors, LLC | 3,318 | $1.25M | 1.01% | +3,318 | New |
| Castle Wealth Management LLC | 3,306 | $1.25M | 0.73% | +3,306 | New |
| Valtinson Bruner Financial Planning LLC | 3,314 | $1.25M | 0.76% | +1,127+51.5% | Added |
| High Probability Advisors, LLC | 3,309 | $1.25M | 0.40% | −538−14.0% | Reduced |
| Woodmont Investment Counsel LLC | 3,311 | $1.25M | 0.15% | +497+17.7% | Added |
| Hanson & Doremus Investment Management | 3,304 | $1.25M | 0.30% | +9+0.3% | Added |
| Archford Capital Strategies, LLC | 3,302 | $1.25M | 0.31% | +92+2.9% | Added |
| Hancock Whitney Investment Services Inc. | 3,296 | $1.24M | 0.79% | +396+13.7% | Added |
| Michael B. Yongue | 3,289 | $1.24M | 1.09% | −5−0.2% | Reduced |
| South Shore Capital Advisors | 3,288 | $1.24M | 2.59% | −677−17.1% | Reduced |
| Compass Financial Advisors LLC | 3,286 | $1.24M | 1.69% | +120+3.8% | Added |
| Whalerock Point Partners, LLC | 3,284 | $1.24M | 0.52% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 3,282 | $1.24M | 0.64% | +287+9.6% | Added |
| Howard Wealth Management, LLC | 3,280 | $1.24M | 1.31% | −2,911−47.0% | Reduced |
| Titus Wealth Management | 3,272 | $1.24M | 0.62% | −102−3.0% | Reduced |
| First American Trust, FSB | 3,272 | $1.24M | 0.20% | +81+2.5% | Added |
| Opal Wealth Advisors, LLC | 3,273 | $1.24M | 0.82% | +94+3.0% | Added |
| Silverlake Wealth Management LLC | 3,274 | $1.23M | 0.81% | −32−1.0% | Reduced |
| Renaissance Investment Group LLC | 3,270 | $1.23M | 0.40% | −200−5.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 3,121 | $1.23M | 1.54% | −511−14.1% | Reduced |
| Kornitzer Capital Management Inc | 3,265 | $1.23M | 0.02% | 00.0% | Unchanged |
| Garner Asset Management Corp | 3,263 | $1.23M | 0.54% | +117+3.7% | Added |
| MA Private Wealth | 3,241 | $1.23M | 0.30% | −80−2.4% | Reduced |
| Randolph Co Inc | 3,250 | $1.23M | 0.19% | −23−0.7% | Reduced |
| JNBA Financial Advisors | 3,248 | $1.23M | 0.19% | −40−1.2% | Reduced |
| Archer Investment Corp | 3,236 | $1.22M | 0.49% | −15−0.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,088 | $1.22M | 0.54% | +254+9.0% | Added |
| Bell Investment Advisors, Inc | 3,229 | $1.22M | 0.37% | +3,229 | New |
| XML Financial, LLC | 3,224 | $1.22M | 0.27% | −427−11.7% | Reduced |
| Edgar Lomax Co | 3,223 | $1.22M | 0.08% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 3,221 | $1.22M | 0.08% | −655−16.9% | Reduced |
| Blue Chip Partners, Inc. | 3,220 | $1.22M | 0.15% | +46+1.4% | Added |
| Atlas Brown,Inc. | 3,221 | $1.22M | 0.57% | +521+19.3% | Added |
| Gilman Hill Asset Management, LLC | 3,213 | $1.21M | 0.26% | −54−1.7% | Reduced |
| Fermata Advisors, LLC | 3,210 | $1.21M | 0.42% | +67+2.1% | Added |
| Annapolis Financial Services, LLC | 3,211 | $1.21M | 0.44% | +3+0.1% | Added |
| LVW Advisors, LLC | 3,210 | $1.21M | 0.25% | +27+0.8% | Added |
| WealthShield Partners, LLC | 3,197 | $1.21M | 0.24% | +95+3.1% | Added |
| Tradition Wealth Management, LLC | 3,179 | $1.20M | 0.17% | −2,005−38.7% | Reduced |
| Advisory Alpha, LLC | 3,154 | $1.19M | 0.09% | +168+5.6% | Added |
| Cornerstone Management, Inc. | 3,153 | $1.19M | 0.31% | −95−2.9% | Reduced |
| Basso Capital Management, L.P. | 5,000 | $1.19M | 0.12% | +5,000 | New |
| Quantinno Capital Management LP | 3,139 | $1.18M | 0.17% | +3,139 | New |
| Penbrook Management LLC | 3,135 | $1.18M | 0.93% | 00.0% | Unchanged |
| Shaker Investments LLC | 3,133 | $1.18M | 0.75% | −21−0.7% | Reduced |
| MidWestOne Financial Group, Inc. | 3,126 | $1.18M | 0.29% | −925−22.8% | Reduced |
| Valicenti Advisory Services Inc | 3,122 | $1.18M | 0.38% | −60−1.9% | Reduced |
| Synergy Financial Management, LLC | 3,121 | $1.18M | 0.31% | −157−4.8% | Reduced |
| Forte Capital LLC | 3,110 | $1.17M | 0.20% | −452−12.7% | Reduced |
| Citizens & Northern Corp | 3,105 | $1.17M | 0.51% | −211−6.4% | Reduced |
| Ayrshire Capital Management LLC | 3,103 | $1.17M | 0.83% | −110−3.4% | Reduced |
| Redmont Wealth Advisors LLC | 3,100 | $1.17M | 1.43% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 3,097 | $1.17M | 0.18% | −99−3.1% | Reduced |
| Amussen Hunsaker Associates LLC | 3,101 | $1.17M | 0.33% | +156+5.3% | Added |
| Barber Financial Group, Inc. | 3,091 | $1.17M | 0.19% | −12,578−80.3% | Reduced |
| Delta Asset Management LLC | 3,085 | $1.16M | 0.13% | −15−0.5% | Reduced |
| Hudson Portfolio Management LLC | 3,084 | $1.16M | 1.20% | −240−7.2% | Reduced |
| Russell Investments Group, Ltd. | 3,076 | $1.16M | 0.00% | +3,076 | New |
| Elm Partners Management LLC | 3,070 | $1.16M | 0.15% | +1,126+57.9% | Added |
| Paloma Partners Management Co | 3,069 | $1.16M | 0.12% | +3,069 | New |
| Private Capital Management LLC | 2,559 | $1.16M | 0.37% | 00.0% | Unchanged |
| Gradient Investments LLC | 3,056 | $1.15M | 0.03% | +123+4.2% | Added |
| CFS Investment Advisory Services, LLC | 3,057 | $1.15M | 0.18% | −1,655,240−99.8% | Reduced |
| Meridian Financial, LLC | 3,054 | $1.15M | 1.30% | −1,000−24.7% | Reduced |