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, Q1 2022
Institutional positions in SPDR S&P 500 ETF Trust as of Mar 31, 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
- 3,144
- +9 vs. Q4 2021
- Shares held
- 584.7M
- −38.0M (−6.1%) vs. Q4 2021
- Total value
- $258.8B
- −$31.2B (−10.8%) vs. Q4 2021
- New holders
- 174
- 1,291 more added
- Sold out
- 165
- 1,285 more reduced
46 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: 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, Q1 2022
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallax Volatility Advisers, L.P. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 113 | $0 | 0.00% | +113 | New |
| PMC FIG Opportunities LLC | 1 | $452 | 0.00% | +1 | New |
| USA Financial Portformulas Corp | 4 | $2.00K | 0.00% | −12−75.0% | Reduced |
| Pacifica Partners Inc. | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 9 | $4.00K | 0.00% | +9 | New |
| Mizuho Securities Co. Ltd. | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 12 | $5.60K | 4.48% | −12,499−99.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13 | $6.00K | 0.00% | +12+1,200.0% | Added |
| DSC Advisors, L.P. | 15 | $7.00K | 0.01% | +15 | New |
| Savior LLC | 18 | $8.00K | 0.01% | −43−70.5% | Reduced |
| Capital Management Associates | 18 | $8.00K | 0.01% | +18 | New |
| Ravenstone Capital Management Inc. | 19 | $8.58K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 20 | $9.00K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 23 | $10.4K | 0.00% | +23 | New |
| Accel Wealth Management | 25 | $11.0K | 0.01% | 00.0% | Unchanged |
| Karlinski Andrew C | 36 | $16.0K | 0.03% | +36 | New |
| Financial Enhancement Group LLC | 41 | $19.0K | 0.00% | +41 | New |
| Lloyd Advisory Services, LLC. | 42 | $19.0K | 0.01% | +42 | New |
| Centerpoint Advisors, LLC | 48 | $22.0K | 0.01% | −42−46.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 50 | $23.0K | 0.01% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 53 | $24.0K | 0.01% | −77−59.2% | Reduced |
| First Community Trust NA | 55 | $25.0K | 0.02% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 60 | $27.0K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 63 | $28.0K | 0.02% | −41−39.4% | Reduced |
| Bogart Wealth, LLC | 64 | $29.0K | 0.00% | −78−54.9% | Reduced |
| Advanced Research Investment Solutions, LLC | 65 | $29.0K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 65 | $29.0K | 0.01% | +65 | New |
| McCarthy Asset Management, Inc. | 67 | $30.0K | 0.02% | 00.0% | Unchanged |
| Laffer Tengler Investments | 73 | $33.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 73 | $33.0K | 0.00% | −740−91.0% | Reduced |
| Prestige Wealth Management Group LLC | 78 | $35.0K | 0.01% | +5+6.8% | Added |
| Benjamin Edwards Inc | 78 | $35.0K | 0.01% | +48+160.0% | Added |
| Gibson Wealth Advisors LLC | 78 | $35.0K | 0.04% | +78 | New |
| Riverview Trust Co | 80 | $36.0K | 0.03% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 80 | $36.0K | 0.00% | +6+8.1% | Added |
| Johnson Midwest Financial, LLC | 88 | $40.0K | 0.06% | −45,201−99.8% | Reduced |
| Kathleen S. Wright Associates Inc. | 92 | $42.0K | 0.03% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $45.0K | 0.03% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 107 | $48.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Financial Group, Inc. | 110 | $49.7K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 110 | $49.7K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 110 | $50.0K | 0.03% | +85+340.0% | Added |
| De Burlo Group Inc | 115 | $51.9K | 0.01% | +115 | New |
| Regency Capital Management Inc. | 120 | $54.0K | 0.04% | −1,972−94.3% | Reduced |
| Focused Wealth Management, Inc | 119 | $54.0K | 0.01% | +20+20.2% | Added |
| Syverson Strege & Co | 123 | $56.0K | 0.06% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 124 | $56.0K | 0.03% | +20+19.2% | Added |
| Horrell Capital Management, Inc. | 135 | $61.0K | 0.02% | +89+193.5% | Added |
| Carolina Wealth Advisors, LLC | 138 | $62.0K | 0.04% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 142 | $64.0K | 0.03% | −1,238−89.7% | Reduced |
| Avion Wealth | 175 | $79.0K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 176 | $79.0K | 0.02% | +176 | New |
| Perkins Coie Trust Co | 178 | $80.0K | 0.02% | −48−21.2% | Reduced |
| Citizens National Bank Trust Department | 193 | $80.0K | 0.03% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 179 | $80.9K | 0.03% | 00.0% | Unchanged |
| Hoey Investments, Inc | 180 | $81.0K | 0.02% | +1+0.6% | Added |
| Evolution Advisers, Inc. | 190 | $85.0K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 190 | $86.0K | 0.03% | −190−50.0% | Reduced |
| Skylands Capital, LLC | 200 | $90.0K | 0.01% | −100−33.3% | Reduced |
| Conrad Siegel Investment Advisors, Inc. | 201 | $91.0K | 0.08% | +201 | New |
| Norway Savings Bank | 204 | $92.0K | 0.04% | 00.0% | Unchanged |
| Icapital Wealth LLC | 208 | $93.3K | 0.04% | +208 | New |
| PFS Partners, LLC | 208 | $93.9K | 0.08% | 00.0% | Unchanged |
| First Bank & Trust | 209 | $94.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 210 | $95.0K | 0.07% | +55+35.5% | Added |
| Hartford Financial Management Inc. | 214 | $97.0K | 0.02% | +100+87.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 220 | $99.0K | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 241 | $108.8K | 0.09% | −12−4.7% | Reduced |
| Cedar Mountain Advisors, LLC | 243 | $110.0K | 0.03% | +1+0.4% | Added |
| Knott David M Jr | 250 | $113.0K | 0.04% | +250 | New |
| Herold Advisors, Inc. | 266 | $120.1K | 0.04% | +266 | New |
| PYA Waltman Capital, LLC | 270 | $122.0K | 0.06% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 275 | $124.0K | 0.23% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 277 | $125.0K | 0.12% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 282 | $127.0K | 0.04% | +1+0.4% | Added |
| JJJ Advisors Inc. | 285 | $129.0K | 0.04% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 313 | $130.0K | 0.10% | −10−3.1% | Reduced |
| Dividend Assets Capital, LLC | 289 | $131.0K | 0.02% | +225+351.6% | Added |
| CFS Investment Advisory Services, LLC | 1,658,297 | $133.0K | 0.58% | +1,654,619+44,986.9% | Added |
| Greenwood Capital Associates LLC | 300 | $135.0K | 0.04% | −333−52.6% | Reduced |
| Clearview Wealth Advisors LLC | 299 | $135.0K | 0.09% | +34+12.8% | Added |
| Tilia Fiduciary Partners, Inc. | 305 | $138.0K | 0.12% | +8+2.7% | Added |
| WFA Asset Management Corp | 315 | $142.4K | 0.09% | +1+0.3% | Added |
| Rise Advisors, LLC | 321 | $145.0K | 0.13% | −576−64.2% | Reduced |
| Blume Capital Management, Inc. | 328 | $148.0K | 0.05% | −53−13.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 339 | $153.0K | 0.14% | +1+0.3% | Added |
| Holloway Wealth Management, LLC | – | $154.0K | 0.04% | – | – |
| IAG Wealth Partners, LLC | 341 | $154.0K | 0.05% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 350 | $158.0K | 0.10% | 00.0% | Unchanged |
| Orion Capital Management LLC | 352 | $159.0K | 0.10% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 370 | $167.0K | 0.03% | 00.0% | Unchanged |
| FAI Wealth Management | 400 | $180.0K | 0.15% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 407 | $184.0K | 0.05% | −654−61.6% | Reduced |
| Lee Financial Co | 410 | $185.0K | 0.03% | −47−10.3% | Reduced |
| Canton Hathaway, LLC | 410 | $185.0K | 0.05% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 420 | $190.0K | 0.09% | 00.0% | Unchanged |