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 |
|---|---|---|---|---|---|
| Braun-Bostich & Associates Inc. | 645 | $243.0K | 0.63% | −47−6.8% | Reduced |
| Notis-McConarty Edward | 645 | $243.0K | 0.10% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 566 | $243.0K | 0.24% | −60−9.6% | Reduced |
| Acas, LLC | 590 | $243.0K | 0.36% | +590 | New |
| WMG Financial Advisors, LLC | 642 | $242.0K | 0.21% | −70−9.8% | Reduced |
| Concorde Asset Management, LLC | 639 | $241.0K | 0.36% | −102−13.8% | Reduced |
| Miller Wealth Advisors, LLC | 640 | $241.0K | 0.20% | +2+0.3% | Added |
| Hill Investment Group Partners, LLC | 637 | $240.3K | 0.07% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 637 | $240.0K | 0.18% | −124−16.3% | Reduced |
| Provident Wealth Management, LLC | 635 | $240.0K | 0.15% | −4−0.6% | Reduced |
| Capital Wealth Alliance, LLC | 632 | $238.0K | 0.17% | −105−14.2% | Reduced |
| Bowman & Co S.C. | 629 | $237.0K | 0.21% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 626 | $236.0K | 0.05% | −12−1.9% | Reduced |
| Peninsula Wealth, LLC | 623 | $235.0K | 0.08% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 622 | $235.0K | 0.07% | 00.0% | Unchanged |
| Sicart Associates LLC | 615 | $233.0K | 0.07% | −372−37.7% | Reduced |
| Hudock, Inc. | 620 | $233.0K | 0.08% | +1+0.2% | Added |
| Partners in Financial Planning | 570 | $231.7K | 0.07% | +570 | New |
| Financial & Tax Architects, LLC | 610 | $230.1K | 0.09% | −1,107−64.5% | Reduced |
| Legacy Financial Advisors, Inc. | 609 | $230.0K | 0.06% | −1−0.2% | Reduced |
| Costello Asset Management, INC | 610 | $230.0K | 0.20% | +5+0.8% | Added |
| Walker Asset Management, LLC | 607 | $229.0K | 0.21% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 603 | $227.0K | 0.33% | −601−49.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 602 | $227.0K | 0.16% | +2+0.3% | Added |
| Main Street Research LLC | 599 | $226.0K | 0.06% | −888−59.7% | Reduced |
| Brookmont Capital Management | 600 | $226.0K | 0.16% | +25+4.3% | Added |
| De Burlo Group Inc | 599 | $226.0K | 0.06% | +484+420.9% | Added |
| 3D/L Capital Management, LLC | 600 | $226.0K | 0.06% | +600 | New |
| Eagle Ridge Investment Management | 597 | $225.0K | 0.03% | −192−24.3% | Reduced |
| Financial Advisors, LLC | 597 | $225.0K | 0.08% | +597 | New |
| Oak Family Advisors, LLC | 595 | $224.0K | 0.13% | −4−0.7% | Reduced |
| IMPACTfolio, LLC | 595 | $224.0K | 0.21% | 00.0% | Unchanged |
| Camden National Bank | 591 | $223.0K | 0.05% | −67−10.2% | Reduced |
| Matisse Capital | 591 | $223.0K | 0.21% | +60+11.3% | Added |
| Brio Consultants, LLC | 586 | $222.0K | 0.05% | −105−15.2% | Reduced |
| Lincoln Capital LLC | 589 | $222.0K | 0.06% | +52+9.7% | Added |
| Echo Wealth Management, LLC | 566 | $220.0K | 0.29% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 563 | $219.0K | 0.07% | −1,108−66.3% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 580 | $219.0K | 0.16% | +1+0.2% | Added |
| North Point Portfolio Managers Corp | 577 | $218.0K | 0.04% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 575 | $217.0K | 0.16% | −12−2.0% | Reduced |
| Brown Financial Advisory | 576 | $217.0K | 0.23% | 00.0% | Unchanged |
| KilterHowling LLC | 573 | $216.3K | 0.24% | +3+0.5% | Added |
| Strategic Investment Management, LLC | 570 | $215.0K | 0.18% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 566 | $214.0K | 0.07% | −84−12.9% | Reduced |
| Baldrige Asset Management LLC | 565 | $213.0K | 0.10% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 563 | $213.0K | 0.20% | +1+0.2% | Added |
| Northwest Quadrant Wealth Management, LLC | 557 | $213.0K | 0.07% | +2+0.4% | Added |
| Elgethun Capital Management | 569 | $213.0K | 0.08% | +569 | New |
| Santori & Peters | 565 | $213.0K | 0.14% | +565 | New |
| KC Investment Advisors, LLC | 559 | $211.0K | 0.18% | +1+0.2% | Added |
| OneAscent Financial Services LLC | 559 | $211.0K | 0.10% | +559 | New |
| Quad-Cities Investment Group, LLC | 558 | $210.0K | 0.16% | +2+0.4% | Added |
| TMD Wealth Management, LLC | 556 | $210.0K | 0.09% | 00.0% | Unchanged |
| BetterWealth, LLC | 556 | $210.0K | 0.10% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 555 | $209.0K | 0.09% | −442−44.3% | Reduced |
| Transatlantique Private Wealth LLC | 555 | $209.0K | 0.15% | +555 | New |
| Friedenthal Financial | 552 | $208.0K | 0.14% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 551 | $208.0K | 0.14% | 00.0% | Unchanged |
| SWM Advisors | 552 | $208.0K | 0.19% | +1+0.2% | Added |
| Quaker Wealth Management, LLC | 551 | $208.0K | 0.10% | +551 | New |
| Meadow Creek Wealth Advisors LLC | 547 | $207.0K | 0.25% | −329−37.6% | Reduced |
| Lynch & Associates | 550 | $207.0K | 0.06% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 458 | $207.0K | 0.20% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 546 | $206.0K | 0.03% | −9−1.6% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 547 | $206.0K | 0.13% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 546 | $206.0K | 0.19% | 00.0% | Unchanged |
| United Bank | 545 | $206.0K | 0.13% | +5+0.9% | Added |
| CJM Wealth Advisers, Ltd. | 544 | $205.3K | 0.14% | +1+0.2% | Added |
| WJ Wealth Management, LLC | 538 | $205.0K | 0.15% | −100−15.7% | Reduced |
| Hotaling Investment Management, LLC | 544 | $205.0K | 0.09% | +544 | New |
| Somerville Kurt F | 540 | $203.0K | 0.04% | 00.0% | Unchanged |
| Foster & Motley Inc | 539 | $203.0K | 0.02% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 537 | $203.0K | 0.19% | 00.0% | Unchanged |
| Pachira Investments Inc. | 537 | $202.0K | 0.31% | −10−1.8% | Reduced |
| Princeton Global Asset Management LLC | 536 | $202.0K | 0.07% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 535 | $202.0K | 0.09% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 532 | $201.0K | 0.15% | −64−10.7% | Reduced |
| Steward Financial Group LLC | 535 | $201.0K | 0.17% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 531 | $200.5K | 0.16% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 531 | $200.0K | 0.14% | −96−15.3% | Reduced |
| NCM Capital Management, LLC | 529 | $200.0K | 0.14% | −1−0.2% | Reduced |
| West Michigan Advisors, LLC | 530 | $200.0K | 0.17% | +530 | New |
| CKW Financial Group | 513 | $196.0K | 0.03% | +4+0.8% | Added |
| Highlander Capital Management, LLC | 520 | $196.0K | 0.11% | +100+23.8% | Added |
| Robinson Value Management, Ltd. | 515 | $194.0K | 0.18% | −2,096−80.3% | Reduced |
| Navigation Wealth Management, Inc. | 514 | $194.0K | 21.56% | +514 | New |
| Blackhill Capital Inc | 478 | $180.0K | 0.02% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 473 | $178.0K | 0.16% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 456 | $172.0K | 0.04% | −2−0.4% | Reduced |
| Bramshill Investments, LLC | 457 | $172.0K | 0.02% | +457 | New |
| Rockwood Wealth Management, LLC | 454 | $171.3K | 0.08% | −123−21.3% | Reduced |
| IAG Wealth Partners, LLC | 432 | $163.0K | 0.05% | +91+26.7% | Added |
| Canton Hathaway, LLC | 410 | $155.0K | 0.05% | 00.0% | Unchanged |
| Lee Financial Co | 401 | $151.0K | 0.03% | −9−2.2% | Reduced |
| Dougherty Wealth Advisers LLC | 398 | $150.0K | 0.28% | −55−12.1% | Reduced |
| FAI Wealth Management | 400 | $150.0K | 0.14% | 00.0% | Unchanged |
| M&R Capital Management Inc | 395 | $149.0K | 0.04% | −100−20.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 390 | $147.0K | 0.06% | +170+77.3% | Added |
| Darrow Company, Inc. | 384 | $144.0K | 0.14% | +384 | New |