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 |
|---|---|---|---|---|---|
| JGP Wealth Management, LLC | 1,018 | $390.0K | 0.08% | +103+11.3% | Added |
| TPG Financial Advisors, LLC | 1,030 | $389.0K | 0.26% | 00.0% | Unchanged |
| Keystone Financial Services | 954 | $389.0K | 0.21% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 1,028 | $388.0K | 0.05% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 1,026 | $387.0K | 0.21% | +2+0.2% | Added |
| Eastover Investment Advisors LLC | 1,025 | $387.0K | 0.24% | +15+1.5% | Added |
| First National Bank Sioux Falls | 1,021 | $386.0K | 0.49% | −1,115−52.2% | Reduced |
| Orleans Capital Management Corp | 1,024 | $386.0K | 0.29% | −120−10.5% | Reduced |
| Eudaimonia Advisors LLC | 1,023 | $386.0K | 0.27% | 00.0% | Unchanged |
| Legacy Wealth Planning, LLC | 1,019 | $384.0K | 0.55% | −309−23.3% | Reduced |
| Opus Capital Group, LLC | 1,017 | $384.0K | 0.08% | −16−1.5% | Reduced |
| Strengthening Families & Communities, LLC | 850 | $384.0K | 0.23% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 1,017 | $384.0K | 0.02% | +572+128.5% | Added |
| KCS Wealth Advisory | 1,014 | $383.0K | 0.17% | −35−3.3% | Reduced |
| HFR Wealth Management, LLC | 1,014 | $383.0K | 0.12% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 1,014 | $382.0K | 0.35% | +17+1.7% | Added |
| Bruderman Asset Management, LLC | 1,009 | $381.0K | 0.68% | −105−9.4% | Reduced |
| Marion Wealth Management | 1,010 | $381.0K | 0.20% | +1,010 | New |
| Stone Asset Management Inc. | 1,008 | $380.0K | 0.24% | +2+0.2% | Added |
| Sadoff Investment Management LLC | 1,000 | $379.0K | 0.03% | −45−4.3% | Reduced |
| Washington Trust Bank | 1,005 | $379.0K | 0.05% | −24−2.3% | Reduced |
| Astoria Strategic Wealth, Inc. | 1,005 | $379.0K | 0.17% | −11−1.1% | Reduced |
| Athena Investment Management | 1,006 | $379.0K | 0.30% | 00.0% | Unchanged |
| Sara-Bay Financial | 998 | $378.0K | 0.19% | +6+0.6% | Added |
| Curi Capital | 1,002 | $378.0K | 0.07% | +71+7.6% | Added |
| K2 Principal Fund, L.P. | 1,000 | $377.0K | 0.06% | −64,553−98.5% | Reduced |
| Palisade Capital Management LLC | 1,000 | $377.0K | 0.01% | 00.0% | Unchanged |
| Capital Management Corp | 1,000 | $377.0K | 0.09% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,000 | $377.0K | 0.48% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,001 | $377.0K | 0.08% | +1+0.1% | Added |
| Acima Private Wealth, LLC | 999 | $376.9K | 0.19% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 997 | $376.0K | 3.33% | −30,170−96.8% | Reduced |
| Retirement Solution Inc. | 996 | $376.0K | 0.20% | −511−33.9% | Reduced |
| Terra Nova Asset Management LLC | 995 | $375.0K | 0.42% | +3+0.3% | Added |
| Forum Private Client Group LLC | 995 | $375.0K | 0.27% | +547+122.1% | Added |
| Cannon Financial Strategists, Inc. | 988 | $372.7K | 0.14% | +15+1.5% | Added |
| Bluestem Financial Advisors, LLC | 986 | $372.0K | 0.26% | −347−26.0% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 986 | $372.0K | 0.00% | −65−6.2% | Reduced |
| EagleClaw Capital Managment, LLC | 985 | $372.0K | 0.10% | 00.0% | Unchanged |
| Straight Path Wealth Management | 981 | $370.0K | 0.36% | −657−40.1% | Reduced |
| Wealth Effects LLC | 979 | $370.0K | 0.22% | −51−5.0% | Reduced |
| TD Capital Management LLC | 980 | $370.0K | 0.05% | +3+0.3% | Added |
| Coco Enterprises, LLC | 977 | $368.0K | 0.40% | +53+5.7% | Added |
| McRae Capital Management Inc | 972 | $367.0K | 0.10% | 00.0% | Unchanged |
| Investors Research Corp | 966 | $364.0K | 0.11% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 962 | $363.0K | 0.49% | +962 | New |
| Greytown Advisors Inc. | 955 | $362.0K | 0.21% | +13+1.4% | Added |
| Thomas Story & Son LLC | 954 | $360.0K | 0.17% | −490−33.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 952 | $359.0K | 0.15% | 00.0% | Unchanged |
| Regal Wealth Group, Inc. | 949 | $358.0K | 0.26% | +3+0.3% | Added |
| Meridian Wealth Partners, LLC | 947 | $357.0K | 0.08% | −40−4.1% | Reduced |
| Constitution Capital LLC | 943 | $356.0K | 0.23% | +87+10.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 942 | $355.0K | 0.06% | +22+2.4% | Added |
| TCTC Holdings, LLC | 936 | $354.0K | 0.02% | −310−24.9% | Reduced |
| Cutler Capital Management, LLC | 938 | $354.0K | 0.14% | +34+3.8% | Added |
| L2 Asset Management, LLC | 938 | $354.0K | 0.26% | +938 | New |
| Mechanics Financial Corp | 937 | $353.0K | 0.21% | −58−5.8% | Reduced |
| Gables Capital Management Inc. | 935 | $353.0K | 0.27% | −20−2.1% | Reduced |
| Topel & Distasi Wealth Management, LLC | 937 | $353.0K | 0.20% | −3−0.3% | Reduced |
| Addison Capital Co | 935 | $353.0K | 0.21% | +156+20.0% | Added |
| Stonehearth Capital Management, LLC | 905 | $352.0K | 0.20% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 930 | $351.0K | 0.11% | 00.0% | Unchanged |
| United Community Bank | 929 | $350.5K | 0.38% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 927 | $350.0K | 0.14% | −80−7.9% | Reduced |
| Court Place Advisors, LLC | 922 | $348.0K | 0.13% | −180−16.3% | Reduced |
| Coombe, Bender & Co LLC | 921 | $348.0K | 0.29% | +921 | New |
| DCM Advisors, LLC | 920 | $348.0K | 0.15% | +920 | New |
| Pointe Capital Management LLC | 920 | $347.0K | 0.26% | −440−32.4% | Reduced |
| RVW Wealth, LLC | 919 | $347.0K | 0.05% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 909 | $343.0K | 0.00% | −9,039−90.9% | Reduced |
| Sawgrass Asset Management LLC | 908 | $343.0K | 0.04% | −93−9.3% | Reduced |
| Lion Street Advisors, LLC | 744 | $342.0K | 0.18% | −4−0.5% | Reduced |
| Martin & Co Inc | 900 | $340.0K | 0.10% | 00.0% | Unchanged |
| Advocate Group LLC | 902 | $340.0K | 0.08% | +902 | New |
| Ade, LLC | 898 | $339.0K | 0.36% | 00.0% | Unchanged |
| Presidio Capital Management, LLC | 892 | $337.0K | 0.36% | +892 | New |
| Decatur Capital Management, Inc. | 889 | $335.0K | 0.25% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 885 | $334.0K | 0.15% | −10−1.1% | Reduced |
| Corbenic Partners LLC | 880 | $333.0K | 0.09% | +2+0.2% | Added |
| Financial Life Advisors | 879 | $332.0K | 0.16% | −46−5.0% | Reduced |
| Stewardship Advisors, LLC | 879 | $332.0K | 0.14% | −39−4.2% | Reduced |
| DeDora Capital, Inc. | 881 | $332.0K | 0.17% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 833 | $332.0K | 0.25% | −103−11.0% | Reduced |
| Smith Shellnut Wilson LLC | 877 | $331.0K | 0.20% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 804 | $331.0K | 0.44% | +90+12.6% | Added |
| Doliver Advisors, LP | 871 | $329.0K | 0.12% | −309−26.2% | Reduced |
| Blue Barn Wealth, LLC | 870 | $328.0K | 0.25% | +1+0.1% | Added |
| Stillwater Capital Advisors, LLC | 870 | $328.0K | 0.06% | +396+83.5% | Added |
| Landaas & Co | 866 | $327.0K | 0.20% | −620−41.7% | Reduced |
| Frisch Financial Group, Inc. | 862 | $325.0K | 0.13% | −614−41.6% | Reduced |
| Dohj, LLC | 860 | $325.0K | 0.19% | −62−6.7% | Reduced |
| Rezny Wealth Management, Inc. | 861 | $324.0K | 0.12% | −64−6.9% | Reduced |
| Bank of Stockton | 860 | $324.0K | 0.12% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 860 | $324.0K | 0.36% | +2+0.2% | Added |
| Wolff Wiese Magana LLC | 855 | $323.0K | 0.24% | +7+0.8% | Added |
| LPWM LLC | 832 | $323.0K | 0.18% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 855 | $322.5K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 850 | $321.0K | 0.28% | +134+18.7% | Added |
| DGS Capital Management, LLC | 849 | $320.0K | 0.26% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 848 | $320.0K | 0.34% | 00.0% | Unchanged |