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 |
|---|---|---|---|---|---|
| Roger Wittlin Investment Advisory, LLC | 3,030 | $1.14M | 1.13% | +3,030 | New |
| Philadelphia Trust Co | 3,012 | $1.14M | 0.12% | +763+33.9% | Added |
| BancorpSouth Bank | 3,007 | $1.13M | 0.16% | +165+5.8% | Added |
| Gluskin Sheff & Assoc Inc | 3,003 | $1.13M | 0.06% | −2,126−41.5% | Reduced |
| Chartwell Investment Partners, LLC | 3,003 | $1.13M | 0.05% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 2,977 | $1.13M | 0.46% | −132−4.2% | Reduced |
| Worth Asset Management, LLC | 2,995 | $1.13M | 0.77% | +967+47.7% | Added |
| Professional Advisory Services Inc | 2,996 | $1.13M | 0.19% | −56−1.8% | Reduced |
| DDD Partners, LLC | 2,996 | $1.13M | 0.20% | +1,540+105.8% | Added |
| Investmark Advisory Group LLC | 2,993 | $1.13M | 1.12% | +577+23.9% | Added |
| WC Walker & Associates, Inc. | 2,926 | $1.13M | 0.66% | −30−1.0% | Reduced |
| Cedrus LLC | 2,983 | $1.13M | 1.10% | −39−1.3% | Reduced |
| Cutler Investment Counsel LLC | 2,961 | $1.12M | 0.18% | −380−11.4% | Reduced |
| Atom Investors LP | 2,969 | $1.12M | 0.49% | −1,355−31.3% | Reduced |
| Prosperity Consulting Group, LLC | 2,960 | $1.12M | 0.97% | −75−2.5% | Reduced |
| Mattern Capital Management, LLC | 2,950 | $1.11M | 0.22% | −112−3.7% | Reduced |
| Walleye Capital LLC | 2,951 | $1.11M | 0.03% | +2,951 | New |
| PrairieView Partners, LLC | 2,929 | $1.10M | 0.17% | +1,005+52.2% | Added |
| F3Logic, LLC | 2,926 | $1.10M | 0.19% | +404+16.0% | Added |
| Ashfield Capital Partners, LLC | 2,905 | $1.10M | 0.09% | −60−2.0% | Reduced |
| Heritage Wealth Management, LLC | 2,902 | $1.09M | 0.36% | −565−16.3% | Reduced |
| MV Capital Management, Inc. | 2,896 | $1.09M | 0.19% | +701+31.9% | Added |
| Exchange Capital Management, Inc. | 2,895 | $1.09M | 0.24% | +27+0.9% | Added |
| Monetary Management Group Inc | 2,891 | $1.09M | 0.34% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 2,888 | $1.09M | 1.01% | +64+2.3% | Added |
| Wharton Business Group, LLC | 2,885 | $1.09M | 0.07% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 2,885 | $1.09M | 0.24% | 00.0% | Unchanged |
| Lantz Financial LLC | 2,871 | $1.08M | 0.49% | +748+35.2% | Added |
| Confluence Wealth Services, Inc. | 2,580 | $1.08M | 0.48% | +503+24.2% | Added |
| Theory Financial LLC | 2,823 | $1.08M | 0.77% | +788+38.7% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 2,843 | $1.08M | 0.53% | −65−2.2% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,852 | $1.08M | 0.47% | −167−5.5% | Reduced |
| LexAurum Advisors, LLC | 2,853 | $1.08M | 0.40% | −4−0.1% | Reduced |
| Atlanta Capital Management Co L L C | 2,847 | $1.07M | 0.00% | +2,847 | New |
| Greenfield Savings Bank | 2,845 | $1.07M | 0.72% | +2,845 | New |
| JustInvest LLC | 2,841 | $1.07M | 0.05% | +594+26.4% | Added |
| Tempus Wealth Planning, LLC | 2,840 | $1.07M | 0.88% | −685−19.4% | Reduced |
| Orgel Wealth Management, LLC | 2,824 | $1.06M | 0.06% | +1,664+143.4% | Added |
| Red Door Wealth Management, LLC | 2,814 | $1.06M | 0.39% | +1,231+77.8% | Added |
| FDx Advisors, Inc. | 2,804 | $1.06M | 0.04% | +1,878+202.8% | Added |
| Options Solutions, LLC | 2,800 | $1.06M | 1.45% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 2,796 | $1.05M | 0.09% | +101+3.7% | Added |
| Congress Park Capital LLC | 2,797 | $1.05M | 0.68% | +1,775+173.7% | Added |
| Sterling Financial Planning, Inc. | 2,787 | $1.05M | 0.74% | +2+0.1% | Added |
| Ibex Wealth Advisors | 2,784 | $1.05M | 0.24% | +51+1.9% | Added |
| Stack Financial Management, Inc | 2,780 | $1.05M | 0.10% | −517−15.7% | Reduced |
| Navalign, LLC | 2,780 | $1.05M | 0.46% | +21+0.8% | Added |
| Navellier & Associates Inc | 2,775 | $1.05M | 0.22% | −100−3.5% | Reduced |
| Northstar Asset Management Inc | 2,774 | $1.05M | 0.34% | +200+7.8% | Added |
| Manhattan West Asset Management, LLC | 2,774 | $1.05M | 0.63% | +68+2.5% | Added |
| IronBridge Private Wealth, LLC | 2,764 | $1.04M | 0.78% | −39,539−93.5% | Reduced |
| Bellwether Advisors, LLC | 2,760 | $1.04M | 0.33% | −11−0.4% | Reduced |
| Motco | 2,757 | $1.04M | 0.08% | −35−1.3% | Reduced |
| Campbell Wealth Management | 2,758 | $1.04M | 0.15% | −13−0.5% | Reduced |
| SignalPoint Asset Management, LLC | 2,753 | $1.04M | 0.38% | −158−5.4% | Reduced |
| Westwood Wealth Management | 2,744 | $1.03M | 1.19% | −342−11.1% | Reduced |
| Bill Few Associates, Inc. | 2,733 | $1.03M | 0.66% | −20−0.7% | Reduced |
| Geometric Wealth Advisors | 2,732 | $1.03M | 0.51% | +64+2.4% | Added |
| MSH Capital Advisors LLC | 2,732 | $1.03M | 0.48% | +107+4.1% | Added |
| Summit Asset Management, LLC | 2,730 | $1.03M | 0.32% | −170−5.9% | Reduced |
| Curbstone Financial Management Corp | 2,721 | $1.03M | 0.24% | −300−9.9% | Reduced |
| Staley Capital Advisers Inc | 2,721 | $1.03M | 0.06% | −41−1.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,720 | $1.03M | 0.18% | +238+9.6% | Added |
| Insight Inv LLC | 2,717 | $1.02M | 1.03% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 2,713 | $1.02M | 0.64% | +718+36.0% | Added |
| Primoris Wealth Advisors, LLC | 2,706 | $1.02M | 1.53% | +662+32.4% | Added |
| Eagle Bay Advisors LLC | 2,702 | $1.02M | 0.62% | +2,252+500.4% | Added |
| NFP Retirement, Inc. | 2,687 | $1.01M | 0.26% | +579+27.5% | Added |
| Blodgett Wealth Advisors, LLC | 2,684 | $1.01M | 1.12% | +180+7.2% | Added |
| Trilogy Capital Inc. | 2,683 | $1.01M | 0.09% | −253−8.6% | Reduced |
| Acorn Wealth Advisors, LLC | 2,674 | $1.01M | 0.80% | −389−12.7% | Reduced |
| Private Capital Advisors, Inc. | 2,673 | $1.01M | 0.17% | 00.0% | Unchanged |
| McCutchen Group LLC | 2,665 | $1.00M | 0.20% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,636 | $994.0K | 0.18% | −218−7.6% | Reduced |
| Core Wealth Advisors, Inc. | 2,634 | $994.0K | 0.61% | −41−1.5% | Reduced |
| Somerset Group LLC | 2,635 | $994.0K | 0.86% | 00.0% | Unchanged |
| Papp L Roy & Associates | 2,636 | $994.0K | 0.14% | +855+48.0% | Added |
| FirstPurpose Wealth LLC | 2,634 | $994.0K | 0.67% | +1,622+160.3% | Added |
| Providence Capital Advisors, LLC | 2,622 | $993.0K | 0.29% | +10.0% | Added |
| Farmers National Bank | 2,631 | $992.5K | 0.38% | +243+10.2% | Added |
| Windsor Group LTD | 2,588 | $992.0K | 0.25% | −11,095−81.1% | Reduced |
| Cooper Financial Group | 2,629 | $992.0K | 0.36% | +775+41.8% | Added |
| Vestor Capital, LLC | 2,627 | $991.0K | 0.12% | −142−5.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,623 | $990.0K | 0.57% | +228+9.5% | Added |
| CapWealth Advisors, LLC | 2,620 | $989.0K | 0.12% | +7+0.3% | Added |
| Alpha DNA Investment Management LLC | 2,619 | $988.0K | 0.88% | −329−11.2% | Reduced |
| Plotkin Financial Advisors, LLC | 2,618 | $987.6K | 0.94% | +418+19.0% | Added |
| West Chester Capital Advisors, Inc | 2,614 | $986.0K | 2.32% | −112−4.1% | Reduced |
| Hyman Charles D | 2,604 | $982.0K | 0.07% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 2,597 | $980.0K | 0.05% | −202−7.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,597 | $980.0K | 0.25% | +12+0.5% | Added |
| Ahrens Investment Partners LLC | 2,598 | $980.0K | 0.43% | +32+1.2% | Added |
| SS&H Financial Advisors, Inc. | 2,591 | $977.0K | 0.45% | 00.0% | Unchanged |
| FLC Capital Advisors | 2,577 | $972.0K | 0.32% | −1,106−30.0% | Reduced |
| Aire Advisors, LLC | 2,563 | $968.0K | 0.34% | +1,044+68.7% | Added |
| Dean Investment Associates, LLC | 2,554 | $963.0K | 0.19% | +9+0.4% | Added |
| Independent Advisor Alliance | 2,549 | $962.0K | 0.05% | +727+39.9% | Added |
| SRS Capital Advisors, Inc. | 2,546 | $960.0K | 0.15% | +252+11.0% | Added |
| Powell Investment Advisors, LLC | 2,529 | $958.0K | 0.58% | +90+3.7% | Added |
| PRW Wealth Management LLC | 2,538 | $957.0K | 0.56% | −870−25.5% | Reduced |