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 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 40,300 | $15.2M | 0.66% | −1,016−2.5% | Reduced |
| LifeSteps Financial, Inc. | 40,225 | $15.2M | 15.82% | −110−0.3% | Reduced |
| Intrepid Financial Planning Group LLC | 40,186 | $15.2M | 8.33% | +40,186 | New |
| First National Corp | 40,106 | $15.1M | 3.96% | +1,573+4.1% | Added |
| Highland Private Wealth Management | 40,075 | $15.1M | 2.32% | −305−0.8% | Reduced |
| Gunma Bank,Ltd. | 40,000 | $15.1M | 6.39% | +40,000 | New |
| DHK Financial Advisors, Inc. | 39,796 | $15.1M | 14.42% | +291+0.7% | Added |
| Palisades Hudson Asset Management, L.P. | 39,947 | $15.1M | 8.46% | −138−0.3% | Reduced |
| LCM Capital Management Inc | 39,796 | $15.0M | 14.78% | −286−0.7% | Reduced |
| Scharf Investments, LLC | 39,792 | $15.0M | 0.51% | −7,173−15.3% | Reduced |
| Apollon Wealth Management, LLC | 39,756 | $15.0M | 1.25% | −3,311−7.7% | Reduced |
| Brookfield Asset Management Inc. | 39,558 | $14.9M | 0.06% | +39,558 | New |
| American Planning Services, Inc. | 39,552 | $14.9M | 16.60% | −1,920−4.6% | Reduced |
| Corient Capital Partners, LLC | 39,529 | $14.9M | 1.13% | +6,115+18.3% | Added |
| Securian Asset Management, Inc | 39,495 | $14.9M | 0.36% | +515+1.3% | Added |
| Regal Investment Advisors LLC | 39,478 | $14.9M | 1.55% | −262−0.7% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 39,400 | $14.9M | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 39,394 | $14.9M | 14.53% | +275+0.7% | Added |
| Great Valley Advisor Group, Inc. | 39,253 | $14.8M | 0.81% | +10,928+38.6% | Added |
| Wellspring Financial Advisors, LLC | 39,169 | $14.8M | 5.15% | −561−1.4% | Reduced |
| Cobblestone Capital Advisors LLC | 39,053 | $14.7M | 1.13% | −5,308−12.0% | Reduced |
| Albion Financial Group | 39,049 | $14.7M | 1.46% | −170.0% | Reduced |
| Tikvah Management LLC | 38,994 | $14.7M | 6.34% | 00.0% | Unchanged |
| Davenport & Co LLC | 38,941 | $14.7M | 0.12% | +10,596+37.4% | Added |
| Curated Wealth Partners LLC | 38,785 | $14.6M | 4.30% | +651+1.7% | Added |
| Brickley Wealth Management | 38,696 | $14.6M | 4.52% | +12,047+45.2% | Added |
| Oakhurst Advisors,LLC | 38,428 | $14.5M | 21.88% | −3,603−8.6% | Reduced |
| Koshinski Asset Management, Inc. | 38,396 | $14.5M | 1.44% | +2,232+6.2% | Added |
| First International Bank & Trust | 38,378 | $14.5M | 5.30% | −590−1.5% | Reduced |
| WestEnd Advisors, LLC | 38,269 | $14.4M | 0.45% | – | – |
| Taylor & Morgan Wealth Management, LLC | 38,159 | $14.4M | 13.65% | +2,247+6.3% | Added |
| Clearstead Advisors, LLC | 38,147 | $14.4M | 1.12% | +16,430+75.7% | Added |
| Stevens Capital Management LP | 38,100 | $14.4M | 10.00% | +8,384+28.2% | Added |
| Parallel Advisors, LLC | 38,093 | $14.4M | 0.66% | −1,009−2.6% | Reduced |
| Patton Fund Management, Inc. | 37,934 | $14.3M | 5.36% | +2,633+7.5% | Added |
| Strategic Advisors LLC | 37,740 | $14.2M | 2.98% | −430−1.1% | Reduced |
| Caliber Wealth Management, LLC | 37,664 | $14.2M | 11.06% | +3,790+11.2% | Added |
| Cary Street Partner Investment Advisory LLC | 37,473 | $14.1M | 1.20% | +15,764+72.6% | Added |
| Diversified Portfolios, Inc. | 37,399 | $14.1M | 3.93% | +1,330+3.7% | Added |
| Claybrook Capital, LLC | 37,370 | $14.1M | 8.33% | +104+0.3% | Added |
| Madrona Financial Services, LLC | 37,296 | $14.1M | 8.24% | +1,977+5.6% | Added |
| MorganRosel Wealth Management, LLC | 37,257 | $14.1M | 7.52% | −665−1.8% | Reduced |
| Ironsides Asset Advisors, LLC | 37,239 | $14.0M | 5.31% | −130.0% | Reduced |
| Corsair Capital Management, L.P. | 37,204 | $14.0M | 5.02% | −134−0.4% | Reduced |
| G&S Capital LLC | 36,915 | $13.9M | 8.21% | +5,215+16.5% | Added |
| Sovereign Financial Group, Inc. | 36,837 | $13.9M | 5.48% | +1,519+4.3% | Added |
| Arete Wealth Advisors, LLC | 36,808 | $13.9M | 1.52% | −17,783−32.6% | Reduced |
| Smith Anglin Financial, LLC | 36,807 | $13.9M | 4.06% | −189−0.5% | Reduced |
| Midwest Professional Planners, LTD. | 36,776 | $13.9M | 7.83% | +1,990+5.7% | Added |
| Oakworth Capital, Inc. | 36,462 | $13.8M | 1.38% | −389−1.1% | Reduced |
| Baron Financial Group, LLC | 36,452 | $13.8M | 9.09% | +1,010+2.8% | Added |
| BLB&B Advisors, LLC | 36,281 | $13.7M | 1.08% | +194+0.5% | Added |
| Leavell Investment Management, Inc. | 35,992 | $13.6M | 1.04% | +174+0.5% | Added |
| Clearbridge Investments, LLC | 36,090 | $13.6M | 0.01% | −106,618−74.7% | Reduced |
| TKG Advisors, LLC | 36,056 | $13.6M | 11.70% | +10,616+41.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 36,025 | $13.6M | 0.57% | +252+0.7% | Added |
| Manning & Napier Group, LLC | – | $13.6M | 0.16% | – | – |
| SEI Investments Co | 35,854 | $13.5M | 0.03% | −5,583−13.5% | Reduced |
| Retirement Group, LLC | 35,778 | $13.5M | 5.60% | +25,434+245.9% | Added |
| Flagship Private Wealth, LLC | 35,705 | $13.5M | 13.07% | −2,508−6.6% | Reduced |
| Beacon Capital Management, Inc. | 35,605 | $13.4M | 0.47% | −18−0.1% | Reduced |
| Sowell Financial Services LLC | 35,322 | $13.4M | 1.24% | +9,356+36.0% | Added |
| BKD Wealth Advisors, LLC | 35,436 | $13.4M | 0.54% | +9,218+35.2% | Added |
| Lazard Freres Gestion S.A.S. | 35,126 | $13.3M | 0.48% | −1,953−5.3% | Reduced |
| Guardian Wealth Advisors, LLC | 35,176 | $13.3M | 12.21% | +1,245+3.7% | Added |
| Starfox Financial Services, LLC | 33,206 | $13.3M | 10.48% | 00.0% | Unchanged |
| Tolleson Wealth Management, Inc. | 34,949 | $13.2M | 3.74% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 35,001 | $13.2M | 6.58% | +35,001 | New |
| Hudson Valley Investment Advisors Inc | 34,957 | $13.2M | 2.05% | −1,282−3.5% | Reduced |
| 55I, LLC | 34,929 | $13.2M | 0.37% | +3,045+9.6% | Added |
| Essex Financial Services, Inc. | 34,735 | $13.1M | 1.46% | +687+2.0% | Added |
| Exchange Traded Concepts, LLC | 34,536 | $13.0M | 0.38% | +19,276+126.3% | Added |
| Source Financial Advisors LLC | 34,529 | $13.0M | 5.11% | −432−1.2% | Reduced |
| Cullinan Associates Inc | 34,431 | $13.0M | 0.79% | +2,546+8.0% | Added |
| First Manhattan Co | 34,380 | $13.0M | 0.05% | −64−0.2% | Reduced |
| Monetta Financial Services Inc | 34,300 | $12.9M | 13.55% | −3,700−9.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 34,247 | $12.9M | 1.69% | +1,452+4.4% | Added |
| PFG Advisors | 34,029 | $12.8M | 1.45% | +4,287+14.4% | Added |
| TAP Consulting, LLC | 33,987 | $12.8M | 3.56% | −245−0.7% | Reduced |
| First Citizens Bank & Trust Co | 33,968 | $12.8M | 0.45% | −1,307−3.7% | Reduced |
| Segment Wealth Management, LLC | 33,909 | $12.8M | 1.62% | −488−1.4% | Reduced |
| Hummer Financial Advisory Services Inc | 33,731 | $12.8M | 14.47% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 33,690 | $12.8M | 3.00% | −357−1.0% | Reduced |
| Avidian Wealth Solutions, LLC | 33,716 | $12.7M | 0.90% | −11,312−25.1% | Reduced |
| Sawtooth Solutions, LLC | 33,564 | $12.7M | 1.64% | −7,602−18.5% | Reduced |
| Focus Financial Network, Inc. | 33,326 | $12.6M | 1.04% | +437+1.3% | Added |
| Trustmark National Bank Trust Department | 33,441 | $12.6M | 1.13% | +2,557+8.3% | Added |
| Global Trust Asset Management, LLC | 33,363 | $12.6M | 6.19% | +1,733+5.5% | Added |
| Independence Bank of Kentucky | 33,346 | $12.6M | 5.63% | +6,438+23.9% | Added |
| Tortoise Investment Management, LLC | 33,254 | $12.5M | 2.46% | −3,517−9.6% | Reduced |
| Clarity Wealth Advisors, LLC | 33,213 | $12.5M | 7.17% | +1,986+6.4% | Added |
| Kennicott Capital Management LLC | 33,168 | $12.5M | 9.58% | −50,953−60.6% | Reduced |
| Oxford Financial Group Ltd | 33,167 | $12.5M | 1.85% | −2,695−7.5% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 32,626 | $12.3M | 5.54% | +1,158+3.7% | Added |
| We Are One Seven, LLC | 32,574 | $12.3M | 1.69% | −4,428−12.0% | Reduced |
| Country Club Bank | 32,272 | $12.3M | 1.14% | +135+0.4% | Added |
| Strategic Wealth Partners, Ltd. | 32,522 | $12.3M | 2.65% | +3,702+12.8% | Added |
| Quadrant Capital Group LLC | 32,434 | $12.2M | 1.64% | +45+0.1% | Added |
| Navis Wealth Advisors, LLC | 32,359 | $12.2M | 13.08% | −2,859−8.1% | Reduced |
| LFA - Lugano Financial Advisors SA | 32,292 | $12.2M | 8.52% | +2,986+10.2% | Added |