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 |
|---|---|---|---|---|---|
| Triune Financial Partners, LLC | 844 | $318.2K | 0.17% | +47+5.9% | Added |
| HHM Wealth Advisors, LLC | 842 | $318.0K | 0.08% | +136+19.3% | Added |
| Warren Street Wealth Advisors, LLC | 841 | $317.0K | 0.31% | −6−0.7% | Reduced |
| Wescott Financial Advisory Group, LLC | 841 | $317.0K | 0.09% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 837 | $316.0K | 0.07% | 00.0% | Unchanged |
| RS Crum Inc. | 834 | $315.0K | 0.16% | −600−41.8% | Reduced |
| Ballast, Inc. | 836 | $315.0K | 0.15% | −8−0.9% | Reduced |
| Financial Sense Advisors, Inc. | 833 | $314.0K | 0.12% | −164−16.4% | Reduced |
| American Money Management, LLC | 831 | $313.0K | 0.09% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 826 | $312.0K | 0.40% | −5,748−87.4% | Reduced |
| PSI Advisors, LLC | 828 | $312.0K | 0.15% | −459−35.7% | Reduced |
| SevenBridge Financial Group, LLC | 828 | $312.0K | 0.13% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 825 | $311.0K | 0.13% | +47+6.0% | Added |
| Gill Capital Partners, LLC | 688 | $311.0K | 0.14% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 823 | $310.5K | 0.14% | +23+2.9% | Added |
| O'Brien Wealth Partners LLC | 821 | $310.0K | 0.13% | +306+59.4% | Added |
| Corrigan Financial, Inc. | 820 | $309.4K | 0.11% | +20+2.5% | Added |
| Next Capital Management LLC | 820 | $309.0K | 0.23% | +93+12.8% | Added |
| Marble Harbor Investment Counsel, LLC | 820 | $309.0K | 0.05% | +820 | New |
| Sender Co & Partners, Inc. | 820 | $309.0K | 2.62% | +820 | New |
| Bridges Investment Management Inc | 816 | $308.0K | 0.01% | −7−0.9% | Reduced |
| Check Capital Management Inc | 816 | $308.0K | 0.03% | 00.0% | Unchanged |
| RDA Financial Network | 810 | $305.0K | 0.15% | −69−7.8% | Reduced |
| Beta Wealth Group, Inc. | 808 | $305.0K | 0.20% | −6−0.7% | Reduced |
| Bollard Group LLC | 800 | $302.0K | 0.01% | −115,200−99.3% | Reduced |
| Diversified, LLC | 800 | $302.0K | 0.13% | 00.0% | Unchanged |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 797 | $301.0K | 0.16% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 799 | $301.0K | 0.18% | +291+57.3% | Added |
| Grant Street Asset Management, Inc. | 798 | $301.0K | 0.16% | +798 | New |
| Rowland & Co Investment Counsel | 796 | $300.5K | 0.08% | +55+7.4% | Added |
| Vaughan & Co Securities, Inc. | 795 | $300.0K | 0.24% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 795 | $300.0K | 0.18% | +88+12.4% | Added |
| AIMZ Investment Advisors, LLC | 787 | $297.0K | 0.14% | −29−3.6% | Reduced |
| Cheviot Value Management, LLC | 788 | $297.0K | 0.07% | +89+12.7% | Added |
| Am Investment Strategies LLC | 785 | $296.0K | 0.10% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 784 | $296.0K | 0.08% | +3+0.4% | Added |
| Stockman Wealth Management, Inc. | 783 | $295.0K | 0.08% | +53+7.3% | Added |
| Cornerstone National Bank & Trust Co | 781 | $294.6K | 0.15% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 778 | $294.0K | 0.00% | −44−5.4% | Reduced |
| Kathmere Capital Management, LLC | 780 | $294.0K | 0.05% | +98+14.4% | Added |
| KerberRose Wealth Management, LLC | 776 | $293.0K | 0.24% | +776 | New |
| O'Brien Greene & Co. Inc | 775 | $292.0K | 0.11% | −33−4.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 773 | $292.0K | 0.10% | 00.0% | Unchanged |
| AF Advisors, Inc. | 775 | $292.0K | 0.19% | +775 | New |
| Eagle Harbor Asset Management Inc | 773 | $291.6K | 0.45% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 771 | $291.0K | 0.20% | 00.0% | Unchanged |
| Financial Services Advisory Inc | 769 | $290.0K | 1.19% | −8,862−92.0% | Reduced |
| Arjuna Capital | 768 | $290.0K | 0.14% | −115−13.0% | Reduced |
| Roanoke Asset Management Corp | 770 | $290.0K | 0.13% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 764 | $288.0K | 0.13% | −975−56.1% | Reduced |
| Mendel Capital Management LLC | 759 | $286.0K | 0.32% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 746 | $284.0K | 0.05% | −305−29.0% | Reduced |
| Safeguard Financial, LLC | 753 | $284.0K | 0.34% | +61+8.8% | Added |
| Ahl Investment Management, Inc. | 752 | $284.0K | 0.29% | +137+22.3% | Added |
| LifePro Asset Management | 749 | $283.0K | 0.15% | −711−48.7% | Reduced |
| Maryland Capital Advisors Inc. | 750 | $283.0K | 0.30% | 00.0% | Unchanged |
| James Reed Financial Services, Inc. | 744 | $280.0K | 0.39% | −53,152−98.6% | Reduced |
| Wealthsimple Inc. | 739 | $279.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 733 | $277.0K | 0.16% | −41−5.3% | Reduced |
| Garrison Asset Management, LLC | 731 | $276.0K | 0.18% | +50+7.3% | Added |
| Mendel Money Management | 729 | $275.0K | 0.16% | +273+59.9% | Added |
| RPg Family Wealth Advisory, LLC | 720 | $273.0K | 0.16% | +199+38.2% | Added |
| Sanders Morris Harris LLC | 720 | $272.0K | 0.06% | 00.0% | Unchanged |
| 3EDGE Asset Management, LP | 721 | $272.0K | 0.02% | +67+10.2% | Added |
| Fullen Financial Group | 719 | $271.0K | 0.17% | +2+0.3% | Added |
| Bay Harbor Wealth Management, LLC | 715 | $271.0K | 0.12% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 679 | $268.0K | 0.09% | +32+4.9% | Added |
| Maripau Wealth Management LLC | 649 | $267.0K | 0.29% | −604−48.2% | Reduced |
| Bernardo Wealth Planning LLC | 708 | $267.0K | 0.15% | +708 | New |
| Bridgecreek Investment Management, LLC | 700 | $264.0K | 0.05% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 700 | $264.0K | 0.13% | +95+15.7% | Added |
| Pecaut & Co. | 697 | $263.0K | 0.15% | +697 | New |
| Southland Equity Partners LLC | 697 | $262.9K | 0.12% | +50+7.7% | Added |
| Landmark Wealth Management, LLC | 694 | $262.0K | 0.33% | −1,166−62.7% | Reduced |
| Vision Capital Management, Inc. | 693 | $261.0K | 0.05% | −82−10.6% | Reduced |
| Somerset Trust Co | 692 | $261.0K | 0.11% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 691 | $261.0K | 0.18% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 688 | $260.0K | 0.04% | −395−36.5% | Reduced |
| Access Financial Services, Inc. | 843 | $260.0K | 0.15% | +843 | New |
| Greenwood Capital Associates LLC | 687 | $259.0K | 0.04% | +387+129.0% | Added |
| First Financial Corp | 685 | $258.0K | 0.17% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 684 | $258.0K | 0.15% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 684 | $258.0K | 0.28% | 00.0% | Unchanged |
| Planning Directions Inc | 682 | $257.0K | 0.20% | +682 | New |
| Wealth Management Associates, Inc. | 680 | $256.5K | 0.18% | 00.0% | Unchanged |
| Premier Asset Management LLC | 616 | $254.0K | 0.21% | −1,604−72.3% | Reduced |
| 180 Wealth Advisors, LLC | 666 | $254.0K | 0.06% | −10−1.5% | Reduced |
| Zullo Investment Group, Inc. | 670 | $253.0K | 0.16% | −6−0.9% | Reduced |
| Quest Investment Management LLC | 666 | $251.0K | 0.03% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 666 | $251.0K | 0.35% | 00.0% | Unchanged |
| New Capital Management LP | 645 | $251.0K | 0.14% | +645 | New |
| Roman Butler Fullerton & Co | 642 | $247.0K | 0.14% | −116−15.3% | Reduced |
| FC Advisory LLC | 655 | $247.0K | 0.12% | −5−0.8% | Reduced |
| Planning Center, Inc. | 641 | $246.0K | 0.19% | −305−32.2% | Reduced |
| Baugh & Associates, LLC | 652 | $246.0K | 0.17% | −176−21.3% | Reduced |
| Azimuth Capital Investment Management LLC | 653 | $246.0K | 0.01% | +653 | New |
| Whitener Capital Management, Inc. | 648 | $244.0K | 0.11% | −50−7.2% | Reduced |
| Legacy Bridge, LLC | 647 | $244.0K | 0.18% | 00.0% | Unchanged |
| Hill Island Financial LLC | 645 | $244.0K | 0.11% | +2+0.3% | Added |
| Parcion Private Wealth LLC | 614 | $243.0K | 0.02% | −357−36.8% | Reduced |