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 |
|---|---|---|---|---|---|
| RiverGlades Family Offices LLC | 2,824 | $1.27M | 0.96% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 2,838 | $1.28M | 0.90% | −565−16.6% | Reduced |
| BancorpSouth Bank | 2,842 | $1.28M | 0.16% | +5+0.2% | Added |
| Butensky & Cohen Financial Security, Inc | 2,852 | $1.29M | 0.45% | −100−3.4% | Reduced |
| PDS Planning, Inc | 2,854 | $1.29M | 0.23% | +210+7.9% | Added |
| LexAurum Advisors, LLC | 2,857 | $1.29M | 0.42% | +23+0.8% | Added |
| Exchange Capital Management, Inc. | 2,868 | $1.29M | 0.24% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,875 | $1.30M | 0.22% | −625−17.9% | Reduced |
| First Personal Financial Services | 2,875 | $1.30M | 0.30% | −25−0.9% | Reduced |
| ONE Advisory Partners, LLC | 2,882 | $1.30M | 0.76% | −44−1.5% | Reduced |
| Roberts Wealth Advisors, LLC | 2,877 | $1.30M | 0.51% | −398−12.2% | Reduced |
| Wharton Business Group, LLC | 2,885 | $1.30M | 0.08% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 2,885 | $1.30M | 0.24% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,891 | $1.31M | 0.35% | −250−8.0% | Reduced |
| Hancock Whitney Investment Services Inc. | 2,900 | $1.31M | 0.76% | −785−21.3% | Reduced |
| Summit Asset Management, LLC | 2,900 | $1.31M | 0.38% | +12+0.4% | Added |
| WC Walker & Associates, Inc. | 2,956 | $1.31M | 0.68% | +11+0.4% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 2,908 | $1.31M | 0.52% | −98−3.3% | Reduced |
| SignalPoint Asset Management, LLC | 2,911 | $1.31M | 0.42% | +13+0.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 48,043 | $1.32M | 0.24% | +29,513+159.3% | Added |
| Solstein Capital, LLC | 2,926 | $1.32M | 0.87% | −326−10.0% | Reduced |
| Investment Advisory Services Inc | 2,929 | $1.32M | 0.74% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,933 | $1.32M | 0.03% | −876,338−99.7% | Reduced |
| Trilogy Capital Inc. | 2,936 | $1.33M | 0.10% | +59+2.1% | Added |
| CPR Investments Inc. | 2,952 | $1.33M | 1.10% | −12,094−80.4% | Reduced |
| Amussen Hunsaker Associates LLC | 2,945 | $1.33M | 0.31% | −224−7.1% | Reduced |
| Ashfield Capital Partners, LLC | 2,965 | $1.34M | 0.09% | +608+25.8% | Added |
| Maltin Wealth Management, Inc. | 2,970 | $1.34M | 0.89% | +10+0.3% | Added |
| Manchester Financial Inc | 2,984 | $1.35M | 0.49% | −322−9.7% | Reduced |
| Advisory Alpha, LLC | 2,986 | $1.35M | 0.09% | −43−1.4% | Reduced |
| Landmark Wealth Management, LLC | 1,860 | $1.35M | 0.37% | +1,860 | New |
| Leverty Financial Group, LLC | 2,992 | $1.35M | 1.07% | +2,409+413.2% | Added |
| Tranquility Partners, LLC | 2,995 | $1.35M | 0.63% | −55−1.8% | Reduced |
| Brown Advisory Securities, LLC | 2,998 | $1.36M | 0.79% | −298−9.0% | Reduced |
| Chartwell Investment Partners, LLC | 3,003 | $1.36M | 0.05% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 3,000 | $1.36M | 0.34% | −3,160−51.3% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,019 | $1.36M | 0.52% | −338−10.1% | Reduced |
| Curbstone Financial Management Corp | 3,021 | $1.36M | 0.25% | +300+11.0% | Added |
| Cedrus LLC | 3,022 | $1.36M | 1.23% | −1,527−33.6% | Reduced |
| SWMG, LLC | 3,022 | $1.36M | 0.75% | +502+19.9% | Added |
| Prosperity Consulting Group, LLC | 3,035 | $1.37M | 1.02% | −33−1.1% | Reduced |
| Teamwork Financial Advisors, LLC | 3,046 | $1.38M | 0.26% | −2,080−40.6% | Reduced |
| Professional Advisory Services Inc | 3,052 | $1.38M | 0.20% | −9−0.3% | Reduced |
| Lumbard & Kellner, LLC | 3,054 | $1.38M | 0.54% | +177+6.2% | Added |
| Altman Advisors, Inc. | 3,060 | $1.38M | 0.71% | −10,407−77.3% | Reduced |
| Acorn Wealth Advisors, LLC | 3,063 | $1.38M | 0.95% | −83−2.6% | Reduced |
| Mattern Capital Management, LLC | 3,062 | $1.38M | 0.25% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 3,071 | $1.39M | 0.85% | +89+3.0% | Added |
| WealthBridge Investment Counsel Inc. | 3,083 | $1.39M | 0.61% | +228+8.0% | Added |
| Westwood Wealth Management | 3,086 | $1.39M | 1.04% | +3,086 | New |
| Delta Asset Management LLC | 3,100 | $1.40M | 0.14% | −120−3.7% | Reduced |
| Redmont Wealth Advisors LLC | 3,100 | $1.40M | 1.49% | +500+19.2% | Added |
| WealthShield Partners, LLC | 3,102 | $1.41M | 0.23% | −1,588−33.9% | Reduced |
| Acorn Financial Advisory Services Inc | 3,112 | $1.41M | 0.28% | −27−0.9% | Reduced |
| Integral Investment Advisors, Inc. | 3,114 | $1.41M | 0.88% | +1,052+51.0% | Added |
| Penbrook Management LLC | 3,135 | $1.42M | 0.92% | −627−16.7% | Reduced |
| Fermata Advisors, LLC | 3,143 | $1.42M | 0.53% | −364−10.4% | Reduced |
| Shakespeare Wealth Management, Inc. | 3,109 | $1.42M | 0.51% | +56+1.8% | Added |
| Garner Asset Management Corp | 3,146 | $1.42M | 0.57% | +9+0.3% | Added |
| Shaker Investments LLC | 3,154 | $1.43M | 0.73% | −2−0.1% | Reduced |
| Strategic Financial Services, Inc, | 3,159 | $1.43M | 0.11% | +992+45.8% | Added |
| Compass Financial Advisors LLC | 3,166 | $1.43M | 1.58% | +37+1.2% | Added |
| Archer Investment Corp | 3,251 | $1.43M | 0.51% | +38+1.2% | Added |
| Blue Chip Partners, Inc. | 3,174 | $1.43M | 0.18% | −25−0.8% | Reduced |
| Opal Wealth Advisors, LLC | 3,179 | $1.44M | 1.25% | +163+5.4% | Added |
| Leith Wheeler Investment Counsel Ltd. | 3,182 | $1.44M | 0.21% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 3,182 | $1.44M | 0.38% | +71+2.3% | Added |
| Renaissance Investment Group LLC | 3,470 | $1.44M | 0.42% | −39−1.1% | Reduced |
| LVW Advisors, LLC | 3,183 | $1.44M | 0.25% | +2+0.1% | Added |
| First American Trust, FSB | 3,191 | $1.44M | 0.20% | −166−4.9% | Reduced |
| Pin Oak Investment Advisors Inc | 3,190 | $1.44M | 1.54% | −69−2.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,196 | $1.44M | 0.20% | −36−1.1% | Reduced |
| Clarkston Capital Partners, LLC | 3,198 | $1.44M | 0.02% | +71+2.3% | Added |
| Archford Capital Strategies, LLC | 3,210 | $1.45M | 0.32% | +151+4.9% | Added |
| Annapolis Financial Services, LLC | 3,208 | $1.45M | 0.47% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 3,210 | $1.45M | 0.41% | −349−9.8% | Reduced |
| Ayrshire Capital Management LLC | 3,213 | $1.45M | 0.86% | −210−6.1% | Reduced |
| Edgar Lomax Co | 3,223 | $1.46M | 0.09% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 3,223 | $1.46M | 0.19% | +26+0.8% | Added |
| Spring Creek Capital LLC | 2,500 | $1.46M | 0.06% | +500+25.0% | Added |
| Hutchinson Capital Management | 3,228 | $1.46M | 0.34% | +1,400+76.6% | Added |
| Horizon Wealth Management, LLC | 3,229 | $1.46M | 0.45% | +417+14.8% | Added |
| Lee Danner & Bass Inc | 3,232 | $1.46M | 0.12% | −170−5.0% | Reduced |
| BerganKDV Wealth Management, LLC | 3,237 | $1.46M | 0.16% | −708−17.9% | Reduced |
| Ascent Group, LLC | 3,247 | $1.47M | 0.17% | −59−1.8% | Reduced |
| Cornerstone Management, Inc. | 3,248 | $1.47M | 0.36% | −90−2.7% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,253 | $1.47M | 0.34% | +810+33.2% | Added |
| Compton Capital Management Inc | 3,261 | $1.47M | 0.41% | −305−8.6% | Reduced |
| Kornitzer Capital Management Inc | 3,265 | $1.48M | 0.02% | +3,265 | New |
| Gilman Hill Asset Management, LLC | 3,267 | $1.48M | 0.34% | −210−6.0% | Reduced |
| Alpha DNA Investment Management LLC | 2,948 | $1.48M | 1.05% | −41,709−93.4% | Reduced |
| Randolph Co Inc | 3,273 | $1.48M | 0.19% | −9−0.3% | Reduced |
| Synergy Financial Management, LLC | 3,278 | $1.48M | 0.36% | +1,052+47.3% | Added |
| Altfest L J & Co Inc | 3,284 | $1.48M | 0.26% | −920−21.9% | Reduced |
| Whalerock Point Partners, LLC | 3,284 | $1.48M | 0.53% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3,288 | $1.49M | 0.20% | −308−8.6% | Reduced |
| Michael B. Yongue | 3,294 | $1.49M | 1.08% | −39−1.2% | Reduced |
| Hanson & Doremus Investment Management | 3,295 | $1.49M | 0.32% | +10.0% | Added |
| Stack Financial Management, Inc | 3,297 | $1.49M | 0.12% | −50−1.5% | Reduced |
| Meeder Asset Management Inc | 3,303 | $1.49M | 0.07% | −397−10.7% | Reduced |