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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 152,328 | $57.5M | 0.49% | +71,111+87.6% | Added |
| Gainplan LLC | 152,215 | $57.4M | 38.14% | +63,488+71.6% | Added |
| Proffitt & Goodson Inc | 151,992 | $57.3M | 11.72% | −1,712−1.1% | Reduced |
| Fiera Capital Corp | 151,892 | $57.3M | 0.17% | +21,163+16.2% | Added |
| Fort Point Capital Partners LLC | 151,539 | $57.2M | 10.19% | +2,985+2.0% | Added |
| Avalon Investment & Advisory | 150,488 | $56.8M | 1.60% | +7,938+5.6% | Added |
| Main Management Fund Advisors LLC | 150,100 | $56.6M | 40.03% | −129,200−46.3% | Reduced |
| Lincoln National Corp | 150,027 | $56.6M | 1.33% | +11,857+8.6% | Added |
| Portland Global Advisors LLC | 149,220 | $56.3M | 10.78% | −2,107−1.4% | Reduced |
| Arvest Trust Co N A | 148,197 | $55.9M | 3.66% | +8,398+6.0% | Added |
| Bradley Foster & Sargent Inc | 147,786 | $55.8M | 1.44% | +7,549+5.4% | Added |
| Lowe Wealth Advisors, LLC | 147,636 | $55.7M | 30.40% | −943−0.6% | Reduced |
| Global Endowment Management, LP | 147,000 | $55.5M | 4.86% | 00.0% | Unchanged |
| RBF Capital, LLC | 146,300 | $55.2M | 3.84% | 00.0% | Unchanged |
| LGL Partners, LLC | 145,975 | $55.1M | 8.91% | +5,128+3.6% | Added |
| Wafra Inc. | 145,610 | $54.9M | 2.09% | +28,100+23.9% | Added |
| Lockheed Martin Investment Management Co | 145,000 | $54.7M | 3.72% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 144,513 | $54.5M | 1.21% | +102,714+245.7% | Added |
| Moneta Group Investment Advisors LLC | 144,459 | $54.5M | 1.86% | +33,067+29.7% | Added |
| Venturi Wealth Management, LLC | 142,818 | $53.9M | 4.81% | −60,647−29.8% | Reduced |
| Guggenheim Capital LLC | 142,347 | $53.7M | 0.43% | −73,566−34.1% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 141,775 | $53.6M | 0.71% | +6,336+4.7% | Added |
| MBL Wealth, LLC | 141,282 | $53.3M | 13.29% | +10,566+8.1% | Added |
| SBB Research Group LLC | 139,698 | $52.7M | 21.10% | −2,375−1.7% | Reduced |
| Curtis Advisory Group, LLC | 139,258 | $52.5M | 20.85% | −64,477−31.6% | Reduced |
| Boothbay Fund Management, LLC | 139,220 | $52.5M | 1.82% | +119,941+622.1% | Added |
| Financial Advisory Group | 138,019 | $52.1M | 11.06% | −816−0.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 136,733 | $51.6M | 0.95% | −7,748−5.4% | Reduced |
| Advent Capital Management | 135,000 | $50.9M | 0.90% | +135,000 | New |
| Financial Counselors Inc | 134,568 | $50.8M | 1.19% | −529−0.4% | Reduced |
| Haverford Trust Co | 133,024 | $50.2M | 0.65% | +2,289+1.8% | Added |
| Geneos Wealth Management Inc. | 130,383 | $49.7M | 2.46% | +28,873+28.4% | Added |
| Atria Wealth Solutions, Inc. | 131,352 | $49.7M | 1.00% | −44,661−25.4% | Reduced |
| Tiedemann Advisors, LLC | 130,848 | $49.6M | 3.74% | +8,120+6.6% | Added |
| Avantax Advisory Services, Inc. | 131,190 | $49.5M | 0.75% | +6,981+5.6% | Added |
| Axel Capital Management, LLC | 131,100 | $49.5M | 100.00% | +131,100 | New |
| Bremer Bank National Association | 130,991 | $49.4M | 9.47% | +12,145+10.2% | Added |
| BCJ Capital Management, LLC | 130,724 | $49.3M | 5.03% | −161,014−55.2% | Reduced |
| Camden Capital, LLC | 130,479 | $49.2M | 12.84% | +3,175+2.5% | Added |
| Klingman & Associates, LLC | 128,768 | $48.6M | 4.75% | −513−0.4% | Reduced |
| Citizens Financial Group Inc | 128,025 | $48.3M | 2.02% | −9,387−6.8% | Reduced |
| Keystone Financial Group | 127,902 | $48.3M | 9.56% | −5,057−3.8% | Reduced |
| Evercore Wealth Management, LLC | 127,827 | $48.2M | 1.02% | −4,065−3.1% | Reduced |
| Crescent Grove Advisors, LLC | 127,099 | $48.1M | 5.07% | +21,454+20.3% | Added |
| Venture Visionary Partners LLC | 127,248 | $48.0M | 3.65% | +3,576+2.9% | Added |
| Williams Jones Wealth Management, LLC. | 126,939 | $47.9M | 0.78% | −2,635−2.0% | Reduced |
| Jabodon PT Co | 126,600 | $47.8M | 66.25% | 00.0% | Unchanged |
| TLWM | 126,562 | $47.7M | 18.29% | +1,895+1.5% | Added |
| Total Investment Management Inc | 126,520 | $47.7M | 8.66% | −2,848−2.2% | Reduced |
| Archetype Wealth Partners | 125,660 | $47.4M | 13.45% | −25,945−17.1% | Reduced |
| Castleark Management LLC | 124,800 | $47.1M | 2.52% | +43,470+53.4% | Added |
| Intercontinental Wealth Advisors, LLC | 123,610 | $46.6M | 12.64% | −22,014−15.1% | Reduced |
| Berkshire Bank | 123,393 | $46.5M | 13.56% | +101+0.1% | Added |
| TCW Group Inc | 123,308 | $46.5M | 0.61% | −12,250−9.0% | Reduced |
| Evoke Wealth, LLC | 122,059 | $46.2M | 1.71% | −1,615−1.3% | Reduced |
| Glenview Trust Co | 122,427 | $46.2M | 1.70% | +10,893+9.8% | Added |
| Sandy Spring Bank | 122,057 | $46.0M | 2.77% | +78+0.1% | Added |
| Washington Trust Co | 121,972 | $46.0M | 2.16% | −172−0.1% | Reduced |
| MUFG Americas Holdings Corp | 121,935 | $46.0M | 1.05% | −30.0% | Reduced |
| SlateStone Wealth, LLC | 120,925 | $45.6M | 11.65% | +574+0.5% | Added |
| Broadmark Asset Management LLC | 110,620 | $45.6M | 100.00% | +23,143+26.5% | Added |
| Connors Investor Services Inc | 120,413 | $45.4M | 5.72% | +2,050+1.7% | Added |
| Novare Capital Management LLC | 120,290 | $45.4M | 5.60% | +787+0.7% | Added |
| Investment House LLC | 119,969 | $45.3M | 3.99% | +43,104+56.1% | Added |
| Waldron Private Wealth LLC | 118,898 | $45.0M | 2.53% | −3,408−2.8% | Reduced |
| Peapack Gladstone Financial Corp | 119,159 | $45.0M | 1.03% | +346+0.3% | Added |
| AIA Group Ltd | 119,100 | $44.9M | 2.41% | +3,800+3.3% | Added |
| Schroder Investment Management Group | 117,706 | $44.8M | 0.07% | +19,474+19.8% | Added |
| RMB Capital Management, LLC | 117,962 | $44.5M | 1.53% | +5,902+5.3% | Added |
| Connectus Wealth, LLC | 117,880 | $44.5M | 1.02% | +34,932+42.1% | Added |
| Activest Wealth Management | 117,830 | $44.5M | 31.40% | +8,897+8.2% | Added |
| Allie Family Office LLC | 118,214 | $44.4M | 35.99% | +34,236+40.8% | Added |
| Heritage Wealth Advisors | 117,548 | $44.3M | 3.08% | −8,450−6.7% | Reduced |
| Capital Advisors, Ltd. LLC | 117,103 | $44.2M | 8.27% | +669+0.6% | Added |
| Consolidated Investment Group LLC | 116,970 | $44.1M | 8.41% | +23,300+24.9% | Added |
| Merit Financial Group, LLC | 116,657 | $44.0M | 1.40% | +96,843+488.8% | Added |
| Evolution Wealth Advisors, LLC | 116,543 | $44.0M | 11.13% | +3,195+2.8% | Added |
| XR Securities LLC | 116,176 | $43.8M | 21.20% | −562,563−82.9% | Reduced |
| Ninepoint Partners LP | 115,400 | $43.5M | 6.65% | −5,700−4.7% | Reduced |
| Polar Asset Management Partners Inc. | 114,674 | $43.3M | 0.56% | +62,910+121.5% | Added |
| Kozak & Associates, Inc. | 114,035 | $43.0M | 28.65% | +174+0.2% | Added |
| State of Wisconsin Investment Board | 113,393 | $42.8M | 0.11% | −78,044−40.8% | Reduced |
| Mizuho Securities Co. Ltd. | 90,022 | $42.8M | 9.08% | +90,010+750,083.3% | Added |
| Allen Investment Management LLC | 113,296 | $42.7M | 0.69% | +42,538+60.1% | Added |
| B. Riley Wealth Management, Inc. | 47,606 | $42.5M | 4.00% | +1,547+3.4% | Added |
| Zeke Capital Advisors, LLC | 112,303 | $42.4M | 2.82% | +12,039+12.0% | Added |
| Berkeley Capital Partners, LLC | 112,144 | $42.3M | 17.45% | +9,850+9.6% | Added |
| Simmons Bank | 112,041 | $42.3M | 3.70% | +1,739+1.6% | Added |
| NewEdge Wealth, LLC | 111,337 | $42.0M | 1.91% | −2,151−1.9% | Reduced |
| Busey Wealth Management | 111,256 | $42.0M | 1.95% | −7,678−6.5% | Reduced |
| Johnson Investment Counsel Inc | 111,008 | $41.9M | 0.59% | +415+0.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 110,839 | $41.8M | 0.17% | −5,412−4.7% | Reduced |
| Wade G W & Inc | 110,528 | $41.7M | 1.89% | +528+0.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 109,823 | $41.4M | 0.44% | +52,145+90.4% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 109,000 | $41.1M | 13.43% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 107,531 | $40.7M | 0.12% | −3,918−3.5% | Reduced |
| Aua Capital Management, LLC | 107,895 | $40.7M | 23.64% | +7,930+7.9% | Added |
| Brinker Capital Investments, LLC | 107,847 | $40.7M | 0.77% | −16,923−13.6% | Reduced |
| Kent Ziegler | 107,269 | $40.5M | 27.10% | 00.0% | Unchanged |
| Olympus Wealth Management, LLC | 106,787 | $40.3M | 22.48% | −3,242−2.9% | Reduced |