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 |
|---|---|---|---|---|---|
| Stegner Investment Associates Inc. | 1,836 | $693.0K | 0.67% | +430+30.6% | Added |
| Heritage Investors Management Corp | 1,835 | $692.0K | 0.03% | +160+9.6% | Added |
| Fort Pitt Capital Group, LLC | 1,827 | $689.0K | 0.03% | +791+76.4% | Added |
| Blackston Financial Advisory Group, LLC | 1,768 | $687.0K | 0.45% | +1,768 | New |
| Sather Financial Group Inc | 1,814 | $684.0K | 0.07% | −60−3.2% | Reduced |
| Lindenwold Advisors | 1,814 | $684.0K | 0.49% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 1,803 | $683.0K | 0.20% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,809 | $682.0K | 0.48% | −9−0.5% | Reduced |
| ONE Advisory Partners, LLC | 1,804 | $681.0K | 0.45% | −1,078−37.4% | Reduced |
| CVA Family Office, LLC | 1,803 | $680.0K | 0.18% | +293+19.4% | Added |
| Armstrong Henry H Associates Inc | 1,801 | $679.0K | 0.09% | 00.0% | Unchanged |
| Clean Yield Group | 1,800 | $679.0K | 0.28% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 1,801 | $679.0K | 0.38% | +12+0.7% | Added |
| Total Wealth Planning, LLC | 1,791 | $676.0K | 0.20% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 1,641 | $676.0K | 0.51% | +1,641 | New |
| Altrius Capital Management Inc | 1,791 | $675.0K | 0.22% | +1,791 | New |
| Isthmus Partners, LLC | 1,787 | $674.0K | 0.13% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 1,764 | $674.0K | 0.17% | +1+0.1% | Added |
| Concentric Wealth Management, LLC | 1,779 | $671.0K | 0.23% | −250−12.3% | Reduced |
| Triasima Portfolio Management inc. | 1,770 | $668.0K | 0.05% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,773 | $668.0K | 0.37% | 00.0% | Unchanged |
| Phocas Financial Corp. | 1,764 | $665.0K | 0.10% | +140+8.6% | Added |
| Fernwood Investment Management, LLC | 1,759 | $664.0K | 0.29% | 00.0% | Unchanged |
| Next Level Private LLC | 1,753 | $661.0K | 0.25% | −12,126−87.4% | Reduced |
| Chemistry Wealth Management LLC | 1,753 | $661.0K | 0.25% | +120+7.3% | Added |
| Abner Herrman & Brock LLC | 1,750 | $660.0K | 0.11% | +134+8.3% | Added |
| Altus Wealth Management, LLC | 1,742 | $657.0K | 0.51% | +71+4.2% | Added |
| Astoria Portfolio Advisors LLC. | 1,742 | $657.0K | 0.48% | +1,742 | New |
| Awm Capital, LLC | 1,738 | $656.0K | 0.32% | +47+2.8% | Added |
| Weatherly Asset Management L. P. | 1,730 | $655.0K | 0.09% | −65−3.6% | Reduced |
| Norris Perne & French LLP | 1,737 | $655.0K | 0.06% | +12+0.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 1,720 | $655.0K | 0.47% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 1,735 | $654.0K | 1.07% | −760−30.5% | Reduced |
| Indie Asset Partners, LLC | 1,734 | $654.0K | 0.58% | −265−13.3% | Reduced |
| Hexagon Capital Partners LLC | 1,731 | $653.0K | 0.20% | +2+0.1% | Added |
| EdgeRock Capital LLC | 1,730 | $653.0K | 0.45% | +1,730 | New |
| Hemenway Trust Co LLC | 1,720 | $649.0K | 0.07% | −32−1.8% | Reduced |
| Wealthstar Advisors, LLC | 1,712 | $644.0K | 0.27% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 1,707 | $644.0K | 0.50% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 1,705 | $643.0K | 1.03% | +18+1.1% | Added |
| Castleview Partners, LLC | 3,815 | $642.7K | 0.62% | −21,905−85.2% | Reduced |
| Marino, Stram & Associates LLC | 1,701 | $642.0K | 0.22% | −46−2.6% | Reduced |
| Summit Global Investments | 1,700 | $641.0K | 0.06% | −2,276−57.2% | Reduced |
| Nicollet Investment Management, Inc. | 1,699 | $641.0K | 0.35% | −231−12.0% | Reduced |
| Passive Capital Management, LLC. | 1,699 | $640.9K | 0.33% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 1,697 | $640.0K | 0.31% | −89−5.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,697 | $640.0K | 0.83% | +12+0.7% | Added |
| AllSquare Wealth Management LLC | 1,694 | $639.0K | 0.43% | −40−2.3% | Reduced |
| LifeGuide Financial Advisors, LLC | 1,694 | $639.0K | 0.58% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 1,691 | $638.0K | 0.26% | −1,161−40.7% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,673 | $638.0K | 0.47% | −224−11.8% | Reduced |
| Engrave Wealth Partners LLC | 1,692 | $638.0K | 0.28% | +142+9.2% | Added |
| Academy Capital Management Inc | 1,685 | $636.0K | 0.12% | +1,685 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,684 | $635.0K | 0.21% | +7+0.4% | Added |
| Cahill Financial Advisors Inc | 1,672 | $631.0K | 0.13% | +2+0.1% | Added |
| Encompass Wealth Advisors, LLC | 1,671 | $630.0K | 0.22% | −303−15.3% | Reduced |
| Austin Private Wealth, LLC | 1,671 | $630.0K | 0.14% | +21+1.3% | Added |
| Interchange Capital Partners, LLC | 1,670 | $630.0K | 0.71% | +1,169+233.3% | Added |
| Investors Asset Management of Georgia Inc | 1,666 | $628.0K | 0.33% | +47+2.9% | Added |
| Advocacy Wealth Management Services, LLC | 1,659 | $626.0K | 0.10% | 00.0% | Unchanged |
| Fca Corp | 1,654 | $624.0K | 0.25% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,654 | $624.0K | 0.15% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 1,647 | $621.0K | 0.39% | −14,310−89.7% | Reduced |
| PFG Private Wealth Management, LLC | 1,647 | $621.0K | 0.35% | +44+2.7% | Added |
| Sound Income Strategies, LLC | 1,644 | $620.0K | 0.08% | −241−12.8% | Reduced |
| Concord Wealth Partners | 1,644 | $620.0K | 0.17% | −17−1.0% | Reduced |
| Cypress Asset Management Inc | 1,642 | $619.0K | 0.22% | +3+0.2% | Added |
| Shufro Rose & Co LLC | 1,636 | $617.0K | 0.05% | −69−4.0% | Reduced |
| Maxele Advisors, LLC | 1,633 | $616.0K | 0.97% | −2−0.1% | Reduced |
| RiverPark Advisors, LLC | 1,633 | $616.0K | 0.20% | +1,633 | New |
| Key Financial Inc | 1,612 | $615.0K | 0.33% | +646+66.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,628 | $614.0K | 0.01% | −1,778−52.2% | Reduced |
| Autus Asset Management, LLC | 1,629 | $614.0K | 0.11% | −10−0.6% | Reduced |
| ClearBridge Investments Ltd | 1,628 | $614.0K | 0.02% | +1,628 | New |
| JFG Wealth Management, LLC | 1,626 | $613.0K | 0.22% | −436−21.1% | Reduced |
| Peterson Wealth Services | 1,621 | $612.0K | 0.44% | −400−19.8% | Reduced |
| Tandem Investment Advisors, Inc. | 1,617 | $610.0K | 0.04% | +70+4.5% | Added |
| Zevin Asset Management LLC | 1,614 | $609.0K | 0.14% | +145+9.9% | Added |
| Independent Investors Inc | 1,611 | $608.0K | 0.16% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 1,611 | $608.0K | 0.67% | +1,009+167.6% | Added |
| ETF Portfolio Partners, Inc. | 1,607 | $606.0K | 0.26% | −445−21.7% | Reduced |
| Diligent Investors, LLC | 1,607 | $606.0K | 0.21% | +146+10.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,606 | $606.0K | 0.05% | +382+31.2% | Added |
| Probity Advisors, Inc. | 1,600 | $604.0K | 0.14% | −30−1.8% | Reduced |
| Crossmark Global Holdings, Inc. | 1,602 | $604.0K | 0.02% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 1,600 | $604.0K | 0.46% | +134+9.1% | Added |
| Birchcreek Wealth Management, LLC | 1,592 | $601.0K | 0.54% | +1,035+185.8% | Added |
| HYA Advisors, Inc | 1,590 | $600.0K | 0.24% | +1+0.1% | Added |
| National Wealth Management Group, LLC | 1,584 | $597.5K | 0.75% | +79+5.2% | Added |
| Buckhead Capital Management LLC | 1,582 | $597.0K | 0.15% | +212+15.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,581 | $596.0K | 0.34% | −36−2.2% | Reduced |
| TFC Financial Management | 1,577 | $595.0K | 0.18% | +70+4.6% | Added |
| Investment Management of Virginia LLC | 1,576 | $595.0K | 0.12% | +806+104.7% | Added |
| Family Capital Trust Co | 1,571 | $593.0K | 0.24% | −5−0.3% | Reduced |
| BFT Financial Group, LLC | 1,562 | $589.0K | 0.16% | −4,933−76.0% | Reduced |
| Consilium Wealth Advisory, LLC | 1,562 | $589.0K | 0.63% | −142−8.3% | Reduced |
| HighMark Wealth Management LLC | 1,554 | $586.0K | 0.47% | −16−1.0% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,554 | $586.0K | 0.63% | 00.0% | Unchanged |
| GFG Capital, LLC | 1,554 | $586.0K | 0.18% | +102+7.0% | Added |
| Retirement Planning Group | 1,547 | $584.0K | 0.07% | −386−20.0% | Reduced |