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 |
|---|---|---|---|---|---|
| Pegasus Partners Ltd. | 52,017 | $19.6M | 4.08% | +8,442+19.4% | Added |
| Laurel Wealth Advisors, Inc. | 51,925 | $19.6M | 2.00% | +2,399+4.8% | Added |
| Zacks Investment Management | 51,869 | $19.6M | 0.30% | −7,610−12.8% | Reduced |
| Aft, Forsyth & Sober, LLC | 51,505 | $19.4M | 9.03% | −850−1.6% | Reduced |
| Northwest & Ethical Investments L.P. | 51,200 | $19.3M | 0.72% | −79,400−60.8% | Reduced |
| Goelzer Investment Management, Inc. | 51,190 | $19.3M | 1.86% | −566−1.1% | Reduced |
| Prospera Financial Services Inc | 50,925 | $19.2M | 0.98% | −14,552−22.2% | Reduced |
| Fiducient Advisors LLC | 50,426 | $19.0M | 7.15% | +25,353+101.1% | Added |
| Wesbanco Bank Inc | 50,235 | $19.0M | 0.84% | +19,558+63.8% | Added |
| Bailard, Inc. | 50,176 | $18.9M | 0.75% | −180,006−78.2% | Reduced |
| BSW Wealth Partners | 50,140 | $18.9M | 4.53% | −250−0.5% | Reduced |
| Gryphon Financial Partners LLC | 27,638 | $18.9M | 4.59% | −3,366−10.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 50,003 | $18.9M | 0.40% | +11,375+29.4% | Added |
| RDST Capital LLC | 49,800 | $18.8M | 13.35% | +49,800 | New |
| Palisade Asset Management, LLC | 49,774 | $18.8M | 2.41% | +422+0.9% | Added |
| King Wealth | 49,672 | $18.7M | 4.49% | −1,915−3.7% | Reduced |
| Stelac Advisory Services LLC | 49,579 | $18.7M | 7.53% | −9,734−16.4% | Reduced |
| Shay Capital LLC | 49,600 | $18.7M | 9.66% | +35,313+247.2% | Added |
| Brighton Jones LLC | 49,538 | $18.7M | 1.08% | +377+0.8% | Added |
| Omni Event Management Ltd | 49,054 | $18.5M | 1.25% | +49,054 | New |
| Twin Focus Capital Partners, LLC | 48,930 | $18.5M | 4.15% | +14,815+43.4% | Added |
| Bank Hapoalim BM | 48,851 | $18.4M | 2.33% | −35,439−42.0% | Reduced |
| ARS Investment Partners, LLC | 48,745 | $18.4M | 2.51% | −20,969−30.1% | Reduced |
| Bristlecone Advisors, LLC | 48,594 | $18.3M | 2.26% | +25,065+106.5% | Added |
| Glen Eagle Advisors, LLC | 48,498 | $18.3M | 4.96% | +1,921+4.1% | Added |
| Snowden Capital Advisors LLC | 48,493 | $18.3M | 0.82% | +11,622+31.5% | Added |
| Fulcrum Equity Management | 48,443 | $18.3M | 14.74% | −13,561−21.9% | Reduced |
| CenterStar Asset Management, LLC | – | $18.2M | 19.85% | – | – |
| Archon Partners LLC | 48,000 | $18.1M | 3.18% | +6,000+14.3% | Added |
| Fiduciary Trust Co | 47,927 | $18.1M | 0.38% | −798−1.6% | Reduced |
| Integrated Advisors Network LLC | 47,562 | $17.9M | 1.17% | −6,209−11.5% | Reduced |
| Keebeck Wealth Management, LLC | 47,307 | $17.9M | 3.43% | −81−0.2% | Reduced |
| O'Dell Group, LLC | 47,194 | $17.8M | 6.31% | −1,069−2.2% | Reduced |
| Wealthgate Family Office, LLC | 47,121 | $17.8M | 43.89% | −431−0.9% | Reduced |
| Boyd Watterson Asset Management LLC | 47,061 | $17.8M | 7.57% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 46,999 | $17.7M | 0.29% | −1,436−3.0% | Reduced |
| Hancock Whitney Corp | 47,000 | $17.7M | 0.71% | +5,932+14.4% | Added |
| Titleist Asset Management, Ltd. | 47,002 | $17.7M | 4.41% | +8,699+22.7% | Added |
| Claro Advisors LLC | 46,869 | $17.7M | 7.03% | +15,362+48.8% | Added |
| Clarius Group, LLC | 46,705 | $17.6M | 1.76% | +1,884+4.2% | Added |
| Strategic Wealth Designers | 46,650 | $17.6M | 4.41% | −2,097−4.3% | Reduced |
| Jarislowsky, Fraser Ltd | 46,624 | $17.6M | 0.11% | −714−1.5% | Reduced |
| Aprio Wealth Management, LLC | 46,503 | $17.5M | 6.99% | −1,009−2.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 46,383 | $17.5M | 0.39% | −13,741−22.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 46,375 | $17.5M | 2.03% | +1,598+3.6% | Added |
| Adirondack Trust Co | 46,264 | $17.5M | 9.36% | +783+1.7% | Added |
| Sepio Capital, LP | 46,235 | $17.4M | 1.75% | −270−0.6% | Reduced |
| Sentinel Trust Co Lba | 46,223 | $17.4M | 2.69% | −1,692−3.5% | Reduced |
| ExodusPoint Capital Management, LP | 46,206 | $17.4M | 0.25% | +42,622+1,189.2% | Added |
| Independent Financial Group, LLC | 46,201 | $17.4M | 1.86% | +3,147+7.3% | Added |
| Banque Cantonale Vaudoise | 46,065 | $17.4M | 0.90% | +7,515+19.5% | Added |
| Jasper Ridge Partners, L.P. | 45,610 | $17.2M | 1.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 45,564 | $17.2M | 2.22% | +137+0.3% | Added |
| Fulton Breakefield Broenniman LLC | 45,552 | $17.2M | 1.49% | +2,456+5.7% | Added |
| Shelton Capital Management | 45,421 | $17.1M | 0.77% | +680+1.5% | Added |
| First Business Financial Services, Inc. | 44,938 | $17.0M | 2.28% | 00.0% | Unchanged |
| Principal Financial Group Inc | 44,936 | $17.0M | 0.01% | +4,131+10.1% | Added |
| Montz Harcus Wealth Management LLC | 44,901 | $16.9M | 17.85% | +1,033+2.4% | Added |
| Mutual Advisors, LLC | 44,773 | $16.9M | 1.12% | +2,646+6.3% | Added |
| Chilton Capital Management LLC | 44,757 | $16.9M | 1.03% | +362+0.8% | Added |
| Shilanski & Associates, Inc. | 44,321 | $16.7M | 7.84% | +2,312+5.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 44,316 | $16.7M | 9.75% | −6,931−13.5% | Reduced |
| Jag Capital Management, LLC | 44,086 | $16.6M | 2.06% | +44,086 | New |
| Welch & Forbes LLC | 43,838 | $16.5M | 0.30% | +8,334+23.5% | Added |
| Central Bank & Trust Co | 43,810 | $16.5M | 3.37% | +2,139+5.1% | Added |
| Lavaca Capital LLC | 42,877 | $16.5M | 8.34% | −789−1.8% | Reduced |
| King Luther Capital Management Corp | 43,595 | $16.4M | 0.09% | +31,996+275.9% | Added |
| Roble, Belko & Company, Inc | 43,553 | $16.4M | 3.73% | −403−0.9% | Reduced |
| Resources Investment Advisors, LLC. | 43,489 | $16.4M | 0.70% | −1,990−4.4% | Reduced |
| Exencial Wealth Advisors, LLC | 43,382 | $16.4M | 0.93% | +7,601+21.2% | Added |
| Capital Advisors Inc | 43,333 | $16.3M | 0.49% | −3,208−6.9% | Reduced |
| Wedbush Securities Inc | 43,321 | $16.3M | 0.89% | −332−0.8% | Reduced |
| Surience Private Wealth LLC | 43,302 | $16.3M | 24.64% | +10,920+33.7% | Added |
| Blackstone Group Inc. | 43,294 | $16.3M | 0.05% | +43,294 | New |
| Lindbrook Capital, LLC | 43,201 | $16.3M | 2.69% | −612−1.4% | Reduced |
| Pictet Bank & Trust Ltd | 42,883 | $16.2M | 11.13% | −11,240−20.8% | Reduced |
| GFS Advisors, LLC | 42,825 | $16.2M | 3.62% | +14,425+50.8% | Added |
| Sequoia Financial Advisors, LLC | 42,796 | $16.1M | 0.46% | −1,710−3.8% | Reduced |
| SimpliFi, Inc. | 42,685 | $16.1M | 7.95% | +272+0.6% | Added |
| Vivaldi Capital Management, LLC | 42,664 | $16.1M | 4.19% | +427+1.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 42,624 | $16.1M | 1.72% | +2,075+5.1% | Added |
| Fifth Third Securities, Inc. | 42,407 | $16.1M | 2.20% | +42,407 | New |
| Smith, Moore & Co. | 42,523 | $16.0M | 2.47% | −1,677−3.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 42,520 | $16.0M | 3.80% | +409+1.0% | Added |
| Angeles Wealth Management, LLC | 42,499 | $16.0M | 3.20% | −348−0.8% | Reduced |
| Intrust Bank NA | 42,470 | $16.0M | 2.32% | −3,022−6.6% | Reduced |
| New England Private Wealth Advisors LLC | 35,209 | $15.9M | 2.91% | −160.0% | Reduced |
| AXA S.A. | 42,087 | $15.9M | 0.06% | −5,579−11.7% | Reduced |
| Kovack Advisors, Inc. | 42,069 | $15.9M | 2.10% | −2,738−6.1% | Reduced |
| Savant Capital, LLC | 41,835 | $15.8M | 0.48% | −1,630−3.8% | Reduced |
| Delta Financial Advisors LLC | 41,770 | $15.8M | 7.86% | −148−0.4% | Reduced |
| Zurich Insurance Group Ltd | 41,426 | $15.6M | 0.23% | −18,782−31.2% | Reduced |
| Cavalier Investments, LLC | 41,398 | $15.6M | 5.46% | +6,951+20.2% | Added |
| Lombard Odier Asset Management (USA) Corp | 41,178 | $15.5M | 3.26% | +41,178 | New |
| Seeyond | 41,000 | $15.5M | 1.76% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 40,935 | $15.4M | 9.48% | +2,347+6.1% | Added |
| Comerica Securities,inc. | 40,720 | $15.4M | 1.17% | +843+2.1% | Added |
| Brandywine Trust Co | 40,525 | $15.3M | 5.17% | −7,967−16.4% | Reduced |
| Alpha Family Trust | 120,176 | $15.3M | 9.73% | +120,176 | New |
| Granger Management LLC | 40,201 | $15.2M | 5.14% | −259,552−86.6% | Reduced |