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 |
|---|---|---|---|---|---|
| Fairview Capital Investment Management, LLC | 3,876 | $1.75M | 0.11% | +700+22.0% | Added |
| Elite Wealth Management, Inc. | 3,878 | $1.75M | 0.76% | −13−0.3% | Reduced |
| Birch Hill Investment Advisors LLC | 3,897 | $1.76M | 0.09% | −136−3.4% | Reduced |
| Black Diamond Financial, LLC | 3,902 | $1.76M | 0.56% | +2,458+170.2% | Added |
| Dopkins Wealth Management, LLC | 3,903 | $1.76M | 1.91% | −9−0.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 3,905 | $1.76M | 0.62% | −721−15.6% | Reduced |
| Peninsula Asset Management Inc | 3,912 | $1.77M | 0.89% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,918 | $1.77M | 0.15% | −25−0.6% | Reduced |
| Certified Advisory Corp | 3,920 | $1.77M | 0.38% | −21−0.5% | Reduced |
| Cambridge Advisors Inc. | 3,921 | $1.77M | 0.42% | +5+0.1% | Added |
| Wambolt & Associates, LLC | 3,912 | $1.77M | 0.65% | −637−14.0% | Reduced |
| Headinvest, LLC | 3,927 | $1.77M | 0.34% | −5−0.1% | Reduced |
| Banta Asset Management LP | 3,943 | $1.78M | 1.44% | +440+12.6% | Added |
| Atwood & Palmer Inc | 3,945 | $1.78M | 0.15% | −100−2.5% | Reduced |
| Sanford Advisory Services, LLC | 3,952 | $1.78M | 0.49% | −21−0.5% | Reduced |
| Alerus Financial NA | 3,954 | $1.79M | 0.15% | −5,141−56.5% | Reduced |
| South Shore Capital Advisors | 3,965 | $1.79M | 2.92% | −400−9.2% | Reduced |
| Zevenbergen Capital Investments LLC | 3,969 | $1.79M | 0.05% | +92+2.4% | Added |
| Summit Global Investments | 3,976 | $1.80M | 0.13% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 3,983 | $1.80M | 0.81% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 3,987 | $1.80M | 0.74% | −174−4.2% | Reduced |
| Selway Asset Management | 4,000 | $1.81M | 0.87% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 4,005 | $1.81M | 0.11% | +520+14.9% | Added |
| Continuum Advisory, LLC | 5,748 | $1.81M | 0.34% | +696+13.8% | Added |
| Radnor Financial Advisors, LLC | 4,033 | $1.82M | 0.66% | −89−2.2% | Reduced |
| Quantum Private Wealth, LLC | 4,036 | $1.82M | 0.79% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 4,048 | $1.83M | 0.18% | −74−1.8% | Reduced |
| Nottingham Advisors, Inc. | 4,047 | $1.83M | 0.22% | −14−0.3% | Reduced |
| Parsons Capital Management Inc | 4,047 | $1.83M | 0.14% | +124+3.2% | Added |
| Searle & Co. | 4,050 | $1.83M | 0.67% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 4,051 | $1.83M | 0.39% | 00.0% | Unchanged |
| Meridian Financial, LLC | 4,054 | $1.83M | 1.90% | +126+3.2% | Added |
| City State Bank | 4,056 | $1.83M | 1.11% | +146+3.7% | Added |
| Bangor Savings Bank | 4,058 | $1.83M | 0.19% | +618+18.0% | Added |
| SBK Financial, Inc. | 4,081 | $1.84M | 1.84% | −90−2.2% | Reduced |
| Culbertson A N & Co Inc | 4,081 | $1.84M | 0.35% | +1,036+34.0% | Added |
| Ulland Investment Advisors, LLC | 4,105 | $1.85M | 1.39% | −694−14.5% | Reduced |
| Sonora Investment Management Group, LLC | 4,112 | $1.86M | 0.21% | +318+8.4% | Added |
| Brand Asset Management Group, Inc. | 4,125 | $1.86M | 0.82% | +479+13.1% | Added |
| Wall Street Access Asset Management, LLC | 4,130 | $1.86M | 1.03% | +165+4.2% | Added |
| Highlander Partners, L.P. | 4,144 | $1.87M | 2.35% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 4,158 | $1.88M | 0.78% | +177+4.4% | Added |
| Ironwood Financial, llc | 4,180 | $1.89M | 0.53% | +419+11.1% | Added |
| Agate Pass Investment Management, LLC | 4,196 | $1.90M | 1.18% | −180−4.1% | Reduced |
| Wedgewood Investors Inc | 4,197 | $1.90M | 2.29% | +106+2.6% | Added |
| Punch & Associates Investment Management, Inc. | 4,206 | $1.90M | 0.11% | −100−2.3% | Reduced |
| Consolidated Planning Corp | 4,212 | $1.90M | 1.32% | −138−3.2% | Reduced |
| Roffman Miller Associates Inc | 4,211 | $1.90M | 0.14% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 4,212 | $1.90M | 0.47% | +1,365+47.9% | Added |
| SVB Wealth Advisory, Inc. | 4,231 | $1.91M | 1.19% | −579−12.0% | Reduced |
| Octavia Wealth Advisors, LLC | 4,219 | $1.91M | 0.42% | −386−8.4% | Reduced |
| Ziegler Capital Management, LLC | 4,243 | $1.92M | 0.08% | −1,174−21.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,262 | $1.93M | 0.04% | −153−3.5% | Reduced |
| Full Sail Capital, LLC | 4,265 | $1.93M | 0.16% | −76−1.8% | Reduced |
| Monolith Advisors | 4,060 | $1.93M | 1.57% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 4,268 | $1.93M | 0.60% | +1,500+54.2% | Added |
| Cutter & CO Brokerage, Inc. | 4,273 | $1.93M | 0.57% | +15+0.4% | Added |
| Asset Management Corp | 4,274 | $1.93M | 1.18% | +2,517+143.3% | Added |
| Charter Research & Investment Group, Inc. | 4,276 | $1.93M | 1.57% | −60−1.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,275 | $1.93M | 0.21% | −13−0.3% | Reduced |
| Charles Schwab Trust Co | 4,289 | $1.94M | 0.34% | +1,743+68.5% | Added |
| Hengehold Capital Management LLC | 4,298 | $1.94M | 0.27% | +86+2.0% | Added |
| Oxinas Partners Wealth Management LLC | 4,303 | $1.94M | 1.22% | −27−0.6% | Reduced |
| Capasso Planning Partners LLC | 4,302 | $1.94M | 1.37% | +4,302 | New |
| Capital Directions Investment Advisors, LLC | 4,320 | $1.95M | 0.59% | −148−3.3% | Reduced |
| Atom Investors LP | 4,324 | $1.95M | 0.91% | +4,324 | New |
| Tufton Capital Management | 4,330 | $1.96M | 0.32% | −75−1.7% | Reduced |
| Apriem Advisors | 4,333 | $1.96M | 0.29% | −25,426−85.4% | Reduced |
| Fiduciary Group LLC | 4,985 | $1.96M | 0.26% | −9−0.2% | Reduced |
| Elk River Wealth Management, LLC | 4,332 | $1.96M | 0.43% | −2,456−36.2% | Reduced |
| Petrus Trust Company, LTA | 4,361 | $1.97M | 0.25% | −10,825−71.3% | Reduced |
| Ullmann Financial Group, Inc. | 4,368 | $1.97M | 0.50% | 00.0% | Unchanged |
| Integrity Advisory, LLC | 4,374 | $1.98M | 1.94% | +4,374 | New |
| Toth Financial Advisory Corp | 4,376 | $1.98M | 0.30% | −128−2.8% | Reduced |
| Parkside Investments, LLC | 4,391 | $1.98M | 0.39% | −76−1.7% | Reduced |
| Winch Advisory Services, LLC | 4,394 | $1.99M | 0.69% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 4,401 | $1.99M | 0.44% | −567−11.4% | Reduced |
| HNP Capital LLC | 4,401 | $1.99M | 0.47% | −567−11.4% | Reduced |
| PFS Investments Inc. | 4,421 | $2.00M | 0.04% | −1,935−30.4% | Reduced |
| Valley National Advisers Inc | 4,431 | $2.00M | 0.38% | −57−1.3% | Reduced |
| Warner Financial, Inc | 2,048 | $2.00M | 1.63% | +16+0.8% | Added |
| Grandfield & Dodd, LLC | 4,444 | $2.01M | 0.14% | +139+3.2% | Added |
| Advanced Asset Management Advisors Inc | 4,451 | $2.01M | 0.44% | +718+19.2% | Added |
| Parkside Financial Bank & Trust | 4,453 | $2.01M | 0.54% | −946−17.5% | Reduced |
| Arlington Partners LLC | 4,456 | $2.01M | 0.57% | −410−8.4% | Reduced |
| Joseph P. Lucia & Associates, LLC | 4,459 | $2.01M | 1.22% | −67−1.5% | Reduced |
| Price T Rowe Associates Inc | 4,461 | $2.02M | 0.00% | +41+0.9% | Added |
| Bowling Portfolio Management LLC | 4,466 | $2.02M | 0.43% | −511−10.3% | Reduced |
| Herbst Group, LLC | 4,480 | $2.02M | 1.34% | +600+15.5% | Added |
| Omnia Family Wealth, LLC | 4,467 | $2.02M | 1.34% | −92−2.0% | Reduced |
| Morton Capital Management LLC | 4,494 | $2.03M | 0.83% | +634+16.4% | Added |
| Sage Mountain Advisors LLC | 4,506 | $2.04M | 0.32% | −9,209−67.1% | Reduced |
| Burney Co | 4,512 | $2.04M | 0.09% | −1,003−18.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,523 | $2.04M | 1.67% | +234+5.5% | Added |
| Country Trust Bank | 4,531 | $2.05M | 0.06% | −33−0.7% | Reduced |
| Sharkey, Howes & Javer | 4,532 | $2.05M | 0.47% | −235−4.9% | Reduced |
| Legacy Private Trust Co. | 4,540 | $2.05M | 0.16% | +30+0.7% | Added |
| Smith Chas P & Associates Pa Cpas | 4,539 | $2.05M | 0.15% | +387+9.3% | Added |
| Signature Estate & Investment Advisors LLC | 4,549 | $2.06M | 0.09% | −3,858−45.9% | Reduced |
| Absolute Capital Management, LLC | 4,563 | $2.06M | 2.46% | +4,280+1,512.4% | Added |