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 |
|---|---|---|---|---|---|
| ARS Wealth Advisors Group, LLC | 2,168 | $818.0K | 0.11% | +10.0% | Added |
| Hourglass Capital, LLC | 2,165 | $817.0K | 0.29% | −230−9.6% | Reduced |
| Asset Planning Corporation | 2,165 | $817.0K | 0.71% | +3+0.1% | Added |
| Alamar Capital Management, LLC | 2,164 | $816.0K | 0.92% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 2,163 | $816.0K | 0.01% | +2,163 | New |
| Lewis Capital Management, LLC | 2,158 | $814.0K | 1.16% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,157 | $814.0K | 0.59% | +17+0.8% | Added |
| Cordatus Wealth Management LLC | 2,154 | $813.0K | 0.38% | +2,154 | New |
| Portfolio Solutions, LLC | 2,153 | $812.0K | 0.10% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,136 | $810.0K | 0.03% | −628−22.7% | Reduced |
| American Capital Management Inc | 2,145 | $809.0K | 0.03% | 00.0% | Unchanged |
| Ti-Trust, Inc | 2,139 | $807.0K | 0.83% | −198−8.5% | Reduced |
| Red Tortoise LLC | 2,140 | $807.0K | 0.68% | +5+0.2% | Added |
| Resolute Financial, LLC | 2,132 | $804.0K | 0.70% | −47−2.2% | Reduced |
| PBMares Wealth Management LLC | 2,127 | $802.0K | 0.34% | −371−14.9% | Reduced |
| Kraft Asset Management, LLC | 2,122 | $801.0K | 0.77% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 2,116 | $798.0K | 0.77% | +2,116 | New |
| Poplar Forest Capital LLC | 2,112 | $797.0K | 0.09% | 00.0% | Unchanged |
| Northeast Investment Management | 2,094 | $790.0K | 0.05% | −38−1.8% | Reduced |
| Greenup Street Wealth Management LLC | 2,091 | $789.0K | 0.37% | −120−5.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,088 | $788.0K | 0.49% | −191−8.4% | Reduced |
| Capital CS Group, LLC | 2,086 | $787.0K | 0.83% | −200−8.7% | Reduced |
| FourThought Financial, LLC | 2,084 | $786.0K | 0.12% | −11−0.5% | Reduced |
| Southeast Asset Advisors Inc. | 2,077 | $784.0K | 0.12% | +11+0.5% | Added |
| Chapman Investment Management, LLC | 2,073 | $782.0K | 0.54% | 00.0% | Unchanged |
| Appleton Group, LLC | 2,074 | $782.0K | 4.55% | +18+0.9% | Added |
| Viewpoint Capital Management LLC | 2,063 | $778.0K | 0.73% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 2,045 | $771.0K | 0.40% | −175−7.9% | Reduced |
| Von Berge Wealth Management Group, LLC | 2,025 | $767.0K | 0.80% | +124+6.5% | Added |
| First Command Bank | 2,030 | $766.0K | 0.11% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 2,030 | $766.0K | 0.11% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,028 | $765.0K | 0.06% | −79−3.7% | Reduced |
| Front Street Capital Management, Inc. | 3,183 | $764.0K | 0.18% | +4+0.1% | Added |
| Holderness Investments Co | 2,025 | $764.0K | 0.32% | +3+0.1% | Added |
| Aft, Forsyth & Company, Inc. | 2,024 | $764.0K | 0.62% | +4+0.2% | Added |
| Allen Capital Group, LLC | 2,024 | $764.0K | 0.16% | +478+30.9% | Added |
| Ategra Capital Management, LLC | 2,025 | $763.9K | 0.40% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,024 | $762.0K | 0.58% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,014 | $760.0K | 0.04% | −115−5.4% | Reduced |
| Integral Investment Advisors, Inc. | 2,008 | $758.0K | 0.64% | −1,106−35.5% | Reduced |
| Capital Counsel LLC | 2,010 | $758.0K | 0.05% | −20−1.0% | Reduced |
| Little House Capital LLC | 2,009 | $758.0K | 0.41% | +47+2.4% | Added |
| Rosenblum Silverman Sutton S F Inc | 2,008 | $758.0K | 0.25% | +103+5.4% | Added |
| Security National Bank | 2,004 | $756.0K | 0.21% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,003 | $756.0K | 0.46% | +196+10.8% | Added |
| Howard Hughes Medical Institute | 2,000 | $755.0K | 0.41% | 00.0% | Unchanged |
| Crestline Management, LP | 2,000 | $755.0K | 0.10% | +1,000+100.0% | Added |
| Lincoln Capital Corp | 1,999 | $754.0K | 0.49% | −2−0.1% | Reduced |
| Levy Wealth Management Group, LLC | 1,998 | $754.0K | 0.35% | −2−0.1% | Reduced |
| Alpha Omega Wealth Management LLC | 1,998 | $754.0K | 0.13% | +27+1.4% | Added |
| Mascoma Wealth Management LLC | 1,998 | $754.0K | 0.26% | +55+2.8% | Added |
| CNB Bank | 1,995 | $753.0K | 0.49% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 1,990 | $751.0K | 0.16% | −232−10.4% | Reduced |
| Beacon Financial Group | 1,943 | $751.0K | 0.11% | +277+16.6% | Added |
| Private Wealth Strategies, L.L.C. | 1,982 | $747.0K | 0.21% | +1+0.1% | Added |
| Virginia Wealth Management Group, Inc. | 1,980 | $747.0K | 0.72% | +1,980 | New |
| Pine Haven Investment Counsel, Inc | 1,975 | $745.0K | 0.87% | 00.0% | Unchanged |
| Axiom Advisory, LLC | 1,975 | $745.0K | 0.83% | +6+0.3% | Added |
| ERn Financial, LLC | 1,971 | $744.0K | 0.18% | +25+1.3% | Added |
| Lawson Kroeker Investment Management Inc | 1,970 | $743.0K | 0.25% | −125−6.0% | Reduced |
| David Loasby | 1,908 | $742.0K | 0.11% | −103−5.1% | Reduced |
| Kelly Financial Services LLC | 1,965 | $741.5K | 0.39% | −668−25.4% | Reduced |
| Trevian Wealth Management LLC | 1,962 | $741.0K | 0.80% | +367+23.0% | Added |
| Darwin Advisors, LLC | 1,814 | $740.0K | 0.15% | −6−0.3% | Reduced |
| Davis-Rea Ltd. | 1,950 | $738.0K | 0.22% | +1,223+168.2% | Added |
| Tru Independence Asset Management 2, LLC | 1,950 | $735.0K | 0.60% | −63,000−97.0% | Reduced |
| SkyOak Wealth, LLC | 1,947 | $735.0K | 0.25% | +1,470+308.2% | Added |
| Carl P. Sherr & Co., LLC | 1,943 | $733.0K | 0.55% | +739+61.4% | Added |
| TBH Global Asset Management, LLC | 1,940 | $732.0K | 0.17% | −80−4.0% | Reduced |
| Intergy Private Wealth, LLC | 1,937 | $731.0K | 0.58% | +3+0.2% | Added |
| Interactive Financial Advisors | 1,687 | $730.0K | 0.37% | −6,274−78.8% | Reduced |
| Marshall Financial Group LLC | 1,935 | $730.0K | 0.29% | −774−28.6% | Reduced |
| MainStreet Investment Advisors LLC | 1,928 | $727.0K | 0.08% | +395+25.8% | Added |
| Affinity Capital Advisors, LLC | 1,925 | $726.0K | 0.25% | +110+6.1% | Added |
| Vista Investment Management | 1,914 | $722.0K | 0.44% | −14−0.7% | Reduced |
| Tarbox Family Office, Inc. | 1,915 | $722.0K | 0.16% | +36+1.9% | Added |
| Reuter James Wealth Management, LLC | 1,911 | $721.0K | 0.45% | −3−0.2% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,903 | $719.0K | 0.47% | +1,091+134.4% | Added |
| Vestmark Advisory Solutions, Inc. | 1,899 | $717.0K | 0.04% | +1,156+155.6% | Added |
| Stonebridge Capital Advisors LLC | 1,898 | $716.0K | 0.09% | −31−1.6% | Reduced |
| Tectonic Advisors LLC | 1,893 | $714.0K | 0.13% | −42−2.2% | Reduced |
| IMA Wealth, Inc. | 1,893 | $714.0K | 0.17% | 00.0% | Unchanged |
| Paragon Capital Management Inc | 1,890 | $713.2K | 0.72% | +39+2.1% | Added |
| NTB Financial Corp | 1,890 | $713.0K | 0.58% | +248+15.1% | Added |
| Clarus Group, Inc. | 1,887 | $712.0K | 0.60% | +833+79.0% | Added |
| Intellectus Partners, LLC | 1,879 | $712.0K | 0.24% | +877+87.5% | Added |
| ESL Trust Services, LLC | 1,879 | $709.0K | 0.25% | −10−0.5% | Reduced |
| TriaGen Wealth Management LLC | 1,880 | $709.0K | 0.50% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $707.0K | 0.51% | 00.0% | Unchanged |
| Ratio Wealth Group | 1,869 | $704.9K | 0.23% | +134+7.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,860 | $702.0K | 0.09% | +1,860 | New |
| Missouri Trust & Investment Co | 1,857 | $701.0K | 0.46% | −59−3.1% | Reduced |
| Rain Capital Management, LLC | 1,859 | $701.0K | 0.50% | +6+0.3% | Added |
| Dorchester Wealth Management Co | 1,858 | $701.0K | 0.14% | −10−0.5% | Reduced |
| Teza Capital Management LLC | 1,852 | $699.0K | 0.27% | +1,852 | New |
| Liberty Capital Management, Inc. | 1,848 | $697.0K | 0.25% | 00.0% | Unchanged |
| Schwab Charitable Fund | 1,844 | $696.0K | 0.12% | +325+21.4% | Added |
| Sym Financial Corp | 1,843 | $695.0K | 0.33% | +1+0.1% | Added |
| Oribel Capital Management, LP | 1,840 | $694.0K | 0.22% | +370+25.2% | Added |
| Radnor Capital Management, LLC | 1,837 | $693.0K | 0.19% | 00.0% | Unchanged |