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 |
|---|---|---|---|---|---|
| Bedell Frazier Investment Counseling, LLC | 3,306 | $1.49M | 0.38% | −2,346−41.5% | Reduced |
| Silverlake Wealth Management LLC | 3,306 | $1.49M | 0.85% | −165−4.8% | Reduced |
| River Wealth Advisors LLC | 3,311 | $1.50M | 0.24% | +29+0.9% | Added |
| Weinberger Asset Management, Inc | 3,314 | $1.50M | 1.28% | −48−1.4% | Reduced |
| Old Port Advisors | 3,304 | $1.50M | 0.51% | +146+4.6% | Added |
| Citizens & Northern Corp | 3,316 | $1.50M | 0.55% | −137−4.0% | Reduced |
| MA Private Wealth | 3,321 | $1.50M | 0.27% | +91+2.8% | Added |
| Hudson Portfolio Management LLC | 3,324 | $1.50M | 1.32% | +888+36.5% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,339 | $1.51M | 1.25% | +63+1.9% | Added |
| Cutler Investment Counsel LLC | 3,341 | $1.51M | 0.21% | +2,577+337.3% | Added |
| Droms Strauss Advisors Inc | 3,301 | $1.51M | 0.76% | 00.0% | Unchanged |
| Capital One Financial Corp | 3,356 | $1.52M | 1.07% | −14,139−80.8% | Reduced |
| Rhumbline Advisers | 3,361 | $1.52M | 0.00% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 3,369 | $1.52M | 0.20% | +6+0.2% | Added |
| Private Wealth Group, LLC | 3,372 | $1.52M | 1.12% | +4+0.1% | Added |
| Titus Wealth Management | 3,374 | $1.52M | 0.69% | −785−18.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,375 | $1.52M | 0.27% | −279−7.6% | Reduced |
| Bennett Selby Investments LP | 3,380 | $1.53M | 0.92% | −240−6.6% | Reduced |
| Capital Analysts, LLC | 3,380 | $1.53M | 0.10% | +37+1.1% | Added |
| Violich Capital Management, Inc. | 3,383 | $1.53M | 0.23% | −295−8.0% | Reduced |
| Girard Partners Ltd. | 3,388 | $1.53M | 0.17% | −200−5.6% | Reduced |
| Aviance Capital Partners, LLC | 3,393 | $1.53M | 0.28% | −150−4.2% | Reduced |
| Westside Investment Management, Inc. | 3,393 | $1.53M | 0.02% | +18+0.5% | Added |
| Rothschild & Co Asset Management US Inc. | 3,397 | $1.53M | 0.02% | −368−9.8% | Reduced |
| Cranbrook Wealth Management, LLC | 3,401 | $1.54M | 0.33% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,406 | $1.54M | 0.03% | −2,768−44.8% | Reduced |
| PRW Wealth Management LLC | 3,408 | $1.54M | 0.68% | +1,782+109.6% | Added |
| Kings Point Capital Management | 3,412 | $1.54M | 0.13% | −78−2.2% | Reduced |
| HC Advisors, LLC | 3,415 | $1.54M | 0.98% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 3,414 | $1.54M | 0.53% | +96+2.9% | Added |
| Consilio Wealth Advisors, LLC | 3,423 | $1.55M | 1.22% | −325−8.7% | Reduced |
| Pictet North America Advisors SA | 3,426 | $1.55M | 0.18% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 3,430 | $1.55M | 0.60% | +20+0.6% | Added |
| Red Cedar Capital, LLC | 3,441 | $1.55M | 0.94% | +60+1.8% | Added |
| Northstar Group, Inc. | 3,448 | $1.56M | 0.37% | +95+2.8% | Added |
| 9258 Wealth Management, LLC | 3,461 | $1.56M | 0.36% | +409+13.4% | Added |
| Clearwater Capital Advisors, LLC | 3,463 | $1.56M | 0.18% | −16−0.5% | Reduced |
| Heritage Wealth Management, LLC | 3,467 | $1.57M | 0.42% | +3,467 | New |
| Selective Wealth Management, Inc. | 3,484 | $1.57M | 0.57% | +1,646+89.6% | Added |
| Tiemann Investment Advisors, LLC | 3,487 | $1.57M | 0.73% | 00.0% | Unchanged |
| One Day In July LLC | 3,487 | $1.57M | 0.33% | +25+0.7% | Added |
| Silver Oak Securities, Inc | 3,548 | $1.58M | 0.32% | +3,548 | New |
| CoreFirst Bank & Trust | 3,500 | $1.58M | 1.08% | 00.0% | Unchanged |
| Cim, LLC | 3,599 | $1.58M | 0.29% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 3,513 | $1.59M | 0.95% | +235+7.2% | Added |
| Logan Capital Management Inc | 3,526 | $1.59M | 0.08% | −3,422−49.3% | Reduced |
| Tempus Wealth Planning, LLC | 3,525 | $1.59M | 1.13% | +819+30.3% | Added |
| HM Capital Management, LLC | 3,531 | $1.59M | 0.58% | −105−2.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,536 | $1.60M | 0.12% | −2,031−36.5% | Reduced |
| Eagle Rock Investment Company, LLC | 3,542 | $1.60M | 0.34% | −452−11.3% | Reduced |
| Ergoteles LLC | 3,545 | $1.60M | 0.06% | −7,682−68.4% | Reduced |
| NVWM, LLC | 3,550 | $1.60M | 0.51% | −7,683−68.4% | Reduced |
| Sensible Financial Planning & Management, LLC. | 3,555 | $1.61M | 0.43% | −10−0.3% | Reduced |
| Empirical Asset Management, LLC | 3,568 | $1.61M | 1.53% | −9,935−73.6% | Reduced |
| Lokken Investment Group LLC | 3,916 | $1.61M | 1.28% | −845−17.7% | Reduced |
| Northside Capital Management, LLC | 3,573 | $1.61M | 0.43% | 00.0% | Unchanged |
| KLK Capital Management LLC | 3,581 | $1.62M | 1.64% | +1,192+49.9% | Added |
| ExodusPoint Capital Management, LP | 3,584 | $1.62M | 0.02% | −563,378−99.4% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,584 | $1.62M | 0.13% | +24+0.7% | Added |
| BCS Wealth Management | 3,584 | $1.62M | 0.67% | +125+3.6% | Added |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $1.62M | 0.33% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 3,594 | $1.62M | 0.52% | +81+2.3% | Added |
| Oberweis Asset Management Inc | 3,627 | $1.64M | 0.33% | +28+0.8% | Added |
| BlackDiamond Wealth Management Inc. | 3,632 | $1.64M | 1.96% | +84+2.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,633 | $1.64M | 0.43% | +56+1.6% | Added |
| Janney Capital Management LLC | 3,636 | $1.64M | 0.12% | −4,844−57.1% | Reduced |
| KFA Private Wealth Group, LLC | 3,644 | $1.65M | 0.83% | −359−9.0% | Reduced |
| Palladium Partners LLC | 3,634 | $1.65M | 0.07% | −103−2.8% | Reduced |
| XML Financial, LLC | 3,651 | $1.65M | 0.20% | +101+2.8% | Added |
| Interactive Financial Advisors | 7,961 | $1.65M | 0.77% | −18,752−70.2% | Reduced |
| Column Capital Advisors, LLC | 3,662 | $1.65M | 0.30% | −1,889−34.0% | Reduced |
| GW Henssler & Associates Ltd | 3,664 | $1.66M | 0.10% | −166−4.3% | Reduced |
| RTD Financial Advisors, Inc. | 3,670 | $1.66M | 0.22% | −43−1.2% | Reduced |
| Triangle Securities Wealth Management | 3,670 | $1.66M | 0.56% | −87−2.3% | Reduced |
| Stillwater Investment Management, LLC | 3,678 | $1.66M | 0.42% | −53−1.4% | Reduced |
| FLC Capital Advisors | 3,683 | $1.66M | 0.47% | +1,884+104.7% | Added |
| Bank of Nova Scotia Trust Co | 3,688 | $1.67M | 0.15% | −22−0.6% | Reduced |
| MPS Loria Financial Planners, LLC | 3,693 | $1.67M | 0.70% | −25−0.7% | Reduced |
| Courage Capital Management LLC | 3,700 | $1.67M | 1.59% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 3,715 | $1.68M | 0.91% | +2,741+281.4% | Added |
| Sonata Capital Group Inc | 3,734 | $1.69M | 0.74% | −28−0.7% | Reduced |
| Forte Capital LLC | 3,562 | $1.69M | 0.21% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 3,749 | $1.69M | 0.80% | +840+28.9% | Added |
| Southern Wealth Management, LLP | 3,751 | $1.69M | 0.55% | −872−18.9% | Reduced |
| Sheets Smith Wealth Management | 3,774 | $1.70M | 0.23% | −177−4.5% | Reduced |
| Stoneridge Investment Partners LLC | 3,776 | $1.71M | 0.80% | +100+2.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,782 | $1.71M | 0.57% | +195+5.4% | Added |
| BTR Capital Management Inc | 3,783 | $1.71M | 0.21% | −17−0.4% | Reduced |
| Spring Capital Management, LLC | 3,803 | $1.72M | 1.40% | −49−1.3% | Reduced |
| 360 Financial, Inc. | 3,763 | $1.72M | 0.83% | +1,295+52.5% | Added |
| Cahaba Wealth Management, Inc. | 4,185 | $1.72M | 0.24% | +1,043+33.2% | Added |
| Capital World Investors | 3,760 | $1.73M | 0.00% | −6,835−64.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,829 | $1.73M | 0.19% | −1,098−22.3% | Reduced |
| Vicus Capital | 15,062 | $1.73M | 0.17% | −1,286−7.9% | Reduced |
| Nomura Asset Management Co Ltd | 3,837 | $1.73M | 0.01% | −2,363−38.1% | Reduced |
| Sinecera Capital, LLC | 3,828 | $1.73M | 1.73% | 00.0% | Unchanged |
| High Probability Advisors, LLC | 3,847 | $1.74M | 0.57% | +327+9.3% | Added |
| Sculati Wealth Management, LLC | 3,854 | $1.74M | 0.85% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 3,859 | $1.74M | 0.30% | −614−13.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,873 | $1.75M | 0.15% | −350−8.3% | Reduced |