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 |
|---|---|---|---|---|---|
| MKT Advisors LLC | 72,781 | $28.0M | 21.81% | +3,657+5.3% | Added |
| Cornerstone Wealth Group, LLC | 74,072 | $27.9M | 5.85% | +31,183+72.7% | Added |
| Wealthcare Advisory Partners LLC | 74,033 | $27.9M | 1.69% | +5,977+8.8% | Added |
| Element Pointe Advisors, LLC | 73,260 | $27.6M | 11.48% | −762−1.0% | Reduced |
| Financial Advocates Investment Management | 73,254 | $27.6M | 2.24% | −13,772−15.8% | Reduced |
| Bryn Mawr Trust Co | 73,120 | $27.6M | 1.27% | −1,949−2.6% | Reduced |
| Anfield Capital Management, LLC | 72,783 | $27.5M | 12.42% | −4,563−5.9% | Reduced |
| 1607 Capital Partners, LLC | 72,595 | $27.4M | 1.87% | +26,200+56.5% | Added |
| LSP Investment Advisors, LLC | 72,200 | $27.2M | 10.75% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 72,190 | $27.2M | 16.16% | +1,080+1.5% | Added |
| Buckingham Strategic Wealth, LLC | 71,379 | $26.9M | 0.53% | +7,320+11.4% | Added |
| Caldwell Trust Co | 70,766 | $26.7M | 3.67% | −3,662−4.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 70,537 | $26.6M | 2.70% | +7,082+11.2% | Added |
| Granby Capital Management, LLC | 70,500 | $26.6M | 20.92% | +16,000+29.4% | Added |
| Birinyi Associates Inc | 70,280 | $26.5M | 12.00% | −9,234−11.6% | Reduced |
| Evermay Wealth Management LLC | 70,020 | $26.5M | 5.15% | −226−0.3% | Reduced |
| Johnson Financial Group, Inc. | 70,174 | $26.5M | 1.90% | −172−0.2% | Reduced |
| Alight Capital Management LP | 70,000 | $26.4M | 29.32% | +30,000+75.0% | Added |
| Hantz Financial Services, Inc. | 69,905 | $26.4M | 0.89% | −246−0.4% | Reduced |
| CPWM, LLC | 69,636 | $26.3M | 2.34% | −1,942−2.7% | Reduced |
| Cambridge Associates LLC | 69,568 | $26.2M | 2.10% | −12,173−14.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 69,016 | $26.1M | 2.60% | −29,015−29.6% | Reduced |
| Wind River Trust Co | 69,113 | $26.1M | 12.67% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 69,082 | $26.1M | 0.74% | +23,303+50.9% | Added |
| Parallax Volatility Advisers, L.P. | 69,008 | $26.0M | 0.06% | +69,007+6,900,700.0% | Added |
| Wealth Advisory Solutions, LLC | 68,955 | $26.0M | 6.40% | −9,275−11.9% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 69,112 | $26.0M | 5.69% | −33,676−32.8% | Reduced |
| Institutional & Family Asset Management, LLC | 68,211 | $25.7M | 4.49% | +6,558+10.6% | Added |
| Choate Investment Advisors | 68,153 | $25.7M | 1.56% | −1,105−1.6% | Reduced |
| Pacific Wealth Management | 68,057 | $25.7M | 28.29% | −47,071−40.9% | Reduced |
| MMBG Investment Advisors Co. | 68,037 | $25.7M | 3.18% | −55−0.1% | Reduced |
| StrategIQ Financial Group, LLC | 67,681 | $25.5M | 3.09% | +1,079+1.6% | Added |
| BigSur Wealth Management LLC | 66,444 | $25.2M | 11.86% | −500−0.7% | Reduced |
| Condor Capital Management | 66,714 | $25.2M | 3.27% | −1,411−2.1% | Reduced |
| Seven Post Investment Office LP | 66,274 | $25.0M | 9.31% | +2,629+4.1% | Added |
| Amarillo National Bank | 65,959 | $24.9M | 5.51% | −332−0.5% | Reduced |
| CoreCap Advisors, LLC | 65,953 | $24.9M | 1.94% | −28,000−29.8% | Reduced |
| RSM US Wealth Management LLC | 65,606 | $24.8M | 1.39% | −3,269−4.7% | Reduced |
| Hall Kathryn A. | 65,580 | $24.7M | 9.03% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 65,566 | $24.7M | 10.33% | +11,103+20.4% | Added |
| Aspiriant, LLC | 65,482 | $24.7M | 1.19% | +130.0% | Added |
| First Financial Bank - Trust Division | 65,266 | $24.6M | 3.00% | −508−0.8% | Reduced |
| Clear Harbor Asset Management, LLC | 64,991 | $24.5M | 3.28% | +486+0.8% | Added |
| Redhawk Wealth Advisors, Inc. | 64,916 | $24.5M | 11.10% | −41,423−39.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 64,623 | $24.4M | 7.96% | +409+0.6% | Added |
| NEIRG Wealth Management, LLC | 64,369 | $24.3M | 5.30% | −2,844−4.2% | Reduced |
| Meridian Wealth Management, LLC | 64,209 | $24.2M | 1.98% | +1,625+2.6% | Added |
| Inscription Capital, LLC | 64,132 | $24.2M | 4.36% | −64−0.1% | Reduced |
| Frank, Rimerman Advisors LLC | 63,866 | $24.1M | 9.20% | −8,587−11.9% | Reduced |
| First Western Trust Bank | 63,133 | $24.0M | 1.59% | +13,176+26.4% | Added |
| Integrated Wealth Concepts LLC | 63,583 | $24.0M | 0.75% | +14,855+30.5% | Added |
| Abbrea Capital, LLC | 63,306 | $24.0M | 3.99% | −47−0.1% | Reduced |
| Afg Fiduciary Services Limited Partnership | 63,555 | $24.0M | 20.83% | −772−1.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 62,682 | $23.6M | 5.89% | −837−1.3% | Reduced |
| Oppenheimer & Co Inc | 62,554 | $23.6M | 0.51% | −18,597−22.9% | Reduced |
| MTC Wealth Management LLC | 62,484 | $23.6M | 12.58% | −7,787−11.1% | Reduced |
| IFP Advisors, Inc | 115,857 | $23.4M | 0.79% | −129,611−52.8% | Reduced |
| Swiss Life Asset Management Ltd | 61,700 | $23.4M | 0.38% | −1,800−2.8% | Reduced |
| First Nebraska Trust Co | 61,914 | $23.4M | 3.06% | −60−0.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 61,887 | $23.3M | 11.57% | −997−1.6% | Reduced |
| Chesley Taft & Associates LLC | 61,644 | $23.3M | 1.59% | −404−0.7% | Reduced |
| North Star Investment Management Corp. | 61,593 | $23.2M | 2.11% | −94−0.2% | Reduced |
| 4Thought Financial Group Inc. | 61,137 | $23.1M | 21.65% | +5,438+9.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 60,985 | $23.0M | 3.71% | −608−1.0% | Reduced |
| Perigon Wealth Management, LLC | 60,976 | $23.0M | 1.92% | +5,838+10.6% | Added |
| Washburn Capital Management, Inc. | 60,837 | $23.0M | 19.77% | −2,236−3.5% | Reduced |
| Adviser Investments LLC | 60,783 | $22.9M | 1.55% | −470−0.8% | Reduced |
| Roth Financial Partners LLC | 60,696 | $22.9M | 18.29% | +2,432+4.2% | Added |
| V Wealth Advisors LLC | 60,554 | $22.8M | 4.31% | −1,430−2.3% | Reduced |
| Signaturefd, LLC | 60,278 | $22.7M | 0.77% | −2,753−4.4% | Reduced |
| IPG Investment Advisors LLC | 60,009 | $22.7M | 5.69% | +1,378+2.4% | Added |
| Minot Wealth Management LLC | 59,934 | $22.6M | 5.81% | +2,793+4.9% | Added |
| Nepc LLC | 59,430 | $22.4M | 3.21% | +25,200+73.6% | Added |
| Allspring Global Investments Holdings, LLC | 59,086 | $22.3M | 0.04% | +4,512+8.3% | Added |
| Calamos Wealth Management LLC | 58,864 | $22.2M | 1.97% | +7,546+14.7% | Added |
| Bromfield Sneider Wealth Advisors | 58,854 | $22.2M | 27.00% | −561−0.9% | Reduced |
| Associated Banc-Corp | 58,437 | $22.0M | 0.97% | +1,037+1.8% | Added |
| Coastal Investment Advisors, Inc. | 57,423 | $21.9M | 5.37% | +582+1.0% | Added |
| Summit Trail Advisors, LLC | 57,598 | $21.8M | 1.35% | −18,951−24.8% | Reduced |
| Keeler Thomas Management LLC | 59,261 | $21.8M | 10.85% | +59,261 | New |
| Howland Capital Management LLC | 56,187 | $21.3M | 1.31% | +6,848+13.9% | Added |
| Caas Capital Management LP | 56,210 | $21.2M | 2.88% | +56,210 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 56,148 | $21.2M | 14.88% | +344+0.6% | Added |
| Erste Asset Management GmbH | 55,610 | $21.1M | 0.47% | +280+0.5% | Added |
| Solitude Financial Services | 55,289 | $20.9M | 14.63% | +25,881+88.0% | Added |
| Rathbone Brothers plc | 55,208 | $20.8M | 0.24% | −564−1.0% | Reduced |
| Cardiff Park Advisors, LLC | 54,373 | $20.5M | 3.11% | +166+0.3% | Added |
| Ameritas Advisory Services, LLC | 53,691 | $20.3M | 1.17% | +2,851+5.6% | Added |
| Bank of the West | 53,673 | $20.2M | 2.57% | −5,028−8.6% | Reduced |
| Advisory Services Network, LLC | 53,669 | $20.2M | 0.69% | +12,854+31.5% | Added |
| Trust Co of Virginia | 53,556 | $20.2M | 2.42% | −79−0.1% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 53,472 | $20.2M | 0.03% | +53,472 | New |
| Affinia Financial Group, LLC | 51,745 | $20.1M | 16.93% | −36,333−41.3% | Reduced |
| Phoenix Holdings Ltd. | 53,269 | $20.1M | 0.42% | +24,742+86.7% | Added |
| IFG Advisors, LLC | 53,034 | $20.0M | 10.12% | +643+1.2% | Added |
| Burt Wealth Advisors | 52,655 | $19.9M | 6.90% | −279−0.5% | Reduced |
| Raymond James Trust N.A. | 52,533 | $19.8M | 0.71% | +1,854+3.7% | Added |
| Cornerstone Advisors, LLC | 52,500 | $19.8M | 1.04% | +31,500+150.0% | Added |
| National Asset Management, Inc. | 52,283 | $19.7M | 0.83% | −3,239−5.8% | Reduced |
| Belvedere Trading LLC | 50,274 | $19.7M | 21.38% | +50,274 | New |