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; 4,669 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
- +8 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
- 173
- 1,292 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 2,294 | $1.04M | 0.14% | −75−3.2% | Reduced |
| Univest Financial Corp | 2,294 | $1.04M | 0.29% | −12−0.5% | Reduced |
| Executive Wealth Management, LLC | 2,296 | $1.04M | 0.11% | −298−11.5% | Reduced |
| McGuire Investment Group, LLC | 2,309 | $1.04M | 0.19% | 00.0% | Unchanged |
| Western Asset Management Company, LLC | 2,310 | $1.04M | 0.31% | +2,310 | New |
| Mayport, LLC | 2,316 | $1.05M | 0.72% | 00.0% | Unchanged |
| Parkside Advisors LLC | 2,315 | $1.05M | 0.33% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 2,327 | $1.05M | 0.72% | 00.0% | Unchanged |
| Atlas Financial Advisors, Inc. | 2,326 | $1.05M | 1.06% | +2,326 | New |
| Ti-Trust, Inc | 2,337 | $1.05M | 0.96% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 2,338 | $1.06M | 0.39% | +1,436+159.2% | Added |
| Miramar Capital, LLC | 2,345 | $1.06M | 0.29% | +343+17.1% | Added |
| Coastwise Capital Group, LLC | 2,346 | $1.06M | 1.32% | +2,346 | New |
| Chickasaw Capital Management LLC | 2,351 | $1.06M | 0.05% | 00.0% | Unchanged |
| Baker Boyer National Bank | 2,357 | $1.06M | 0.51% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 2,365 | $1.07M | 0.66% | −200−7.8% | Reduced |
| Arq Wealth Advisors, LLC | 2,370 | $1.07M | 0.72% | +300+14.5% | Added |
| Townsend Asset Management Corp | 2,371 | $1.07M | 0.52% | −110−4.4% | Reduced |
| CMC Financial Group | 2,602 | $1.08M | 1.20% | +2,602 | New |
| Farmers National Bank | 2,388 | $1.08M | 0.37% | +10.0% | Added |
| Hourglass Capital, LLC | 2,395 | $1.08M | 0.34% | −144−5.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,395 | $1.08M | 0.61% | +111+4.9% | Added |
| Renasant Bank | 2,396 | $1.08M | 0.73% | +800+50.1% | Added |
| Kavar Capital Partners Group, LLC | 2,403 | $1.08M | 0.23% | +350+17.0% | Added |
| Investmark Advisory Group LLC | 2,416 | $1.09M | 1.12% | −46−1.9% | Reduced |
| Narus Financial Partners, LLC | 2,420 | $1.09M | 0.61% | +2,420 | New |
| Claraphi Advisory Network, LLC | 2,429 | $1.10M | 0.32% | +114+4.9% | Added |
| Powell Investment Advisors, LLC | 2,439 | $1.10M | 0.64% | +350+16.8% | Added |
| Vickerman Investment Advisors, Inc. | 2,689 | $1.11M | 0.49% | −64−2.3% | Reduced |
| Heartwood Wealth Advisors LLC | 2,460 | $1.11M | 0.17% | +1,399+131.9% | Added |
| Polaris Wealth Advisory Group, LLC | 2,481 | $1.11M | 0.07% | −5,483−68.8% | Reduced |
| Resource Consulting Group Inc | 2,465 | $1.11M | 0.39% | 00.0% | Unchanged |
| Abound Wealth Management | 2,474 | $1.12M | 0.81% | +824+49.9% | Added |
| D L Carlson Investment Group Inc | 2,477 | $1.12M | 0.19% | +10.0% | Added |
| Van Leeuwen & Company, LLC | 2,478 | $1.12M | 0.82% | +30+1.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,482 | $1.12M | 0.17% | +35+1.4% | Added |
| Thompson Davis & Co., Inc. | 2,495 | $1.13M | 1.37% | −130−5.0% | Reduced |
| PBMares Wealth Management LLC | 2,498 | $1.13M | 0.69% | −28−1.1% | Reduced |
| State Farm Mutual Automobile Insurance Co | 2,500 | $1.13M | 0.00% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 2,501 | $1.13M | 0.84% | +7+0.3% | Added |
| Excalibur Management Corp | 2,505 | $1.13M | 0.49% | −119−4.5% | Reduced |
| Blodgett Wealth Advisors, LLC | 2,504 | $1.13M | 0.94% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 2,504 | $1.13M | 0.46% | +235+10.4% | Added |
| Garrison Point Advisors, LLC | 2,514 | $1.14M | 0.79% | +66+2.7% | Added |
| F3Logic, LLC | 2,522 | $1.14M | 0.17% | −64−2.5% | Reduced |
| Dean Investment Associates, LLC | 2,545 | $1.15M | 0.21% | +9+0.4% | Added |
| Navalign, LLC | 2,759 | $1.15M | 0.49% | +584+26.9% | Added |
| McAdam, LLC | 2,555 | $1.15M | 0.11% | +472+22.7% | Added |
| Private Capital Management LLC | 2,559 | $1.16M | 0.37% | +1,114+77.1% | Added |
| Ahrens Investment Partners LLC | 2,566 | $1.16M | 0.37% | −23−0.9% | Reduced |
| Northstar Asset Management Inc | 2,574 | $1.16M | 0.32% | +215+9.1% | Added |
| Capital Planning Advisors, LLC | 2,575 | $1.16M | 0.25% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 2,621 | $1.16M | 0.31% | +1,155+78.8% | Added |
| EverSource Wealth Advisors, LLC | 2,585 | $1.17M | 0.30% | +268+11.6% | Added |
| SS&H Financial Advisors, Inc. | 2,591 | $1.17M | 0.46% | +2,591 | New |
| Hyman Charles D | 2,604 | $1.18M | 0.07% | +218+9.1% | Added |
| McAlister, Sweet & Associates, Inc. | 2,607 | $1.18M | 1.25% | +535+25.8% | Added |
| Robinson Value Management, Ltd. | 2,611 | $1.18M | 0.92% | −74−2.8% | Reduced |
| CapWealth Advisors, LLC | 2,613 | $1.18M | 0.12% | +115+4.6% | Added |
| Onyx Bridge Wealth Group LLC | 2,834 | $1.18M | 0.45% | +61+2.2% | Added |
| Riverview Capital Advisers, LLC | 2,622 | $1.18M | 0.55% | −21−0.8% | Reduced |
| MSH Capital Advisors LLC | 2,625 | $1.19M | 0.49% | +1,151+78.1% | Added |
| Canal Capital Management, LLC | 2,626 | $1.19M | 0.32% | −1,178−31.0% | Reduced |
| Kidder Stephen W | 2,625 | $1.19M | 0.38% | −425−13.9% | Reduced |
| Dearborn Partners LLC | 2,631 | $1.19M | 0.05% | −4,489−63.0% | Reduced |
| Kelly Financial Services LLC | 2,633 | $1.19M | 0.54% | +265+11.2% | Added |
| Somerset Group LLC | 2,635 | $1.19M | 0.85% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,644 | $1.19M | 0.52% | −5,482−67.5% | Reduced |
| McCutchen Group LLC | 2,665 | $1.20M | 0.21% | −2−0.1% | Reduced |
| Geometric Wealth Advisors | 2,668 | $1.21M | 3.61% | +1,040+63.9% | Added |
| Private Capital Advisors, Inc. | 2,673 | $1.21M | 0.18% | +2,100+366.5% | Added |
| Core Wealth Advisors, Inc. | 2,675 | $1.21M | 0.68% | −13−0.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,096 | $1.22M | 0.14% | +412+15.4% | Added |
| Facet Wealth, Inc. | 2,695 | $1.22M | 0.11% | −62−2.2% | Reduced |
| Atlas Brown,Inc. | 2,700 | $1.22M | 0.50% | +228+9.2% | Added |
| Resource Planning Group | 2,704 | $1.22M | 0.88% | +63+2.4% | Added |
| Manhattan West Asset Management, LLC | 2,706 | $1.22M | 0.66% | +39+1.5% | Added |
| Marshall Financial Group LLC | 2,709 | $1.22M | 0.50% | +1,324+95.6% | Added |
| Insight Inv LLC | 2,717 | $1.23M | 1.11% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 2,719 | $1.23M | 1.14% | +2,719 | New |
| West Chester Capital Advisors, Inc | 2,726 | $1.23M | 0.90% | −92−3.3% | Reduced |
| Cherrydale Wealth Management, LLC | 2,726 | $1.23M | 0.90% | +2,726 | New |
| Ibex Wealth Advisors | 2,733 | $1.23M | 0.24% | −5,122−65.2% | Reduced |
| Green Square Capital Advisors LLC | 2,732 | $1.23M | 0.19% | +49+1.8% | Added |
| Capital Research Global Investors | 2,697 | $1.24M | 0.00% | +165+6.5% | Added |
| Bill Few Associates, Inc. | 2,753 | $1.24M | 0.68% | +23+0.8% | Added |
| Staley Capital Advisers Inc | 2,762 | $1.25M | 0.06% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,769 | $1.25M | 0.12% | +114+4.3% | Added |
| Bellwether Advisors, LLC | 2,771 | $1.25M | 0.37% | +281+11.3% | Added |
| Mainstay Capital Management LLC | 2,773 | $1.25M | 0.23% | −9,916−78.1% | Reduced |
| Campbell Wealth Management | 2,771 | $1.25M | 0.15% | −13−0.5% | Reduced |
| Aptus Capital Advisors, LLC | 2,764 | $1.25M | 0.04% | +809+41.4% | Added |
| Sterling Financial Planning, Inc. | 2,785 | $1.26M | 0.79% | +3+0.1% | Added |
| Motco | 2,792 | $1.26M | 0.08% | −471−14.4% | Reduced |
| Ingalls & Snyder LLC | 2,799 | $1.26M | 0.06% | −1,535−35.4% | Reduced |
| Options Solutions, LLC | 2,800 | $1.26M | 1.33% | +500+21.7% | Added |
| Insight Wealth Strategies, LLC | 2,804 | $1.27M | 0.19% | +1,470+110.2% | Added |
| DRW Securities, LLC | 2,810 | $1.27M | 0.32% | −1,785,632−99.8% | Reduced |
| Woodmont Investment Counsel LLC | 2,814 | $1.27M | 0.15% | −356−11.2% | Reduced |
| Scholtz & Company, LLC | 2,814 | $1.27M | 0.50% | +375+15.4% | Added |