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 |
|---|---|---|---|---|---|
| Affinity Wealth Management LLC | 4,640 | $2.06M | 0.42% | −233−4.8% | Reduced |
| Evensky & Katz LLC | 4,576 | $2.07M | 0.20% | +418+10.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,587 | $2.07M | 0.53% | +259+6.0% | Added |
| Koss-Olinger Consulting, LLC | 4,599 | $2.08M | 0.33% | +2,990+185.8% | Added |
| Newman Dignan & Sheerar, Inc. | 4,609 | $2.08M | 0.65% | +10.0% | Added |
| Rice Partnership, LLC | 4,628 | $2.09M | 0.60% | −50−1.1% | Reduced |
| WESPAC Advisors SoCal, LLC | 4,632 | $2.09M | 0.65% | −1,021−18.1% | Reduced |
| Sabal Trust CO | 4,651 | $2.10M | 0.15% | −182−3.8% | Reduced |
| Weaver Consulting Group | 4,653 | $2.10M | 1.02% | +258+5.9% | Added |
| SeaBridge Investment Advisors LLC | 4,655 | $2.10M | 0.63% | 00.0% | Unchanged |
| JSF Financial, LLC | 4,656 | $2.10M | 0.89% | +692+17.5% | Added |
| James Investment Research Inc | 4,670 | $2.11M | 0.22% | +785+20.2% | Added |
| Alley Investment Management Company, LLC | 4,670 | $2.11M | 0.35% | +4,670 | New |
| Bull Street Advisors, LLC | 4,672 | $2.11M | 1.03% | −90−1.9% | Reduced |
| Cary Street Partners Asset Management LLC | 4,686 | $2.12M | 0.42% | −90−1.9% | Reduced |
| Pavion Blue Capital, LLC | 4,696 | $2.12M | 1.24% | +342+7.9% | Added |
| Front Row Advisors LLC | 4,689 | $2.12M | 0.86% | +249+5.6% | Added |
| Horizon Investment Services, LLC | 4,709 | $2.13M | 1.11% | −74−1.5% | Reduced |
| ML & R Wealth Management LLC | 4,743 | $2.14M | 0.79% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 4,742 | $2.14M | 1.50% | +671+16.5% | Added |
| Providence First Trust Co | 4,745 | $2.14M | 1.03% | +500+11.8% | Added |
| White Lighthouse Investment Management Inc. | 4,750 | $2.15M | 0.55% | +153+3.3% | Added |
| Castellan Group, LLC | 4,757 | $2.15M | 1.49% | −2,748−36.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 4,755 | $2.15M | 0.71% | +702+17.3% | Added |
| MBA Advisors LLC | 4,758 | $2.15M | 1.33% | +32+0.7% | Added |
| Geneva Partners, LLC | 4,770 | $2.15M | 1.33% | −394−7.6% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 4,770 | $2.15M | 0.12% | −260−5.2% | Reduced |
| McMillion Capital Management Inc | 4,775 | $2.16M | 1.34% | −839−14.9% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 4,787 | $2.16M | 2.34% | +3,206+202.8% | Added |
| Sky Investment Group LLC | 4,797 | $2.17M | 0.46% | −233−4.6% | Reduced |
| USAdvisors Wealth Management, LLC | 4,798 | $2.17M | 0.92% | +176+3.8% | Added |
| Provence Wealth Management Group | 4,808 | $2.17M | 2.48% | −4,516−48.4% | Reduced |
| Capital City Trust Co | 4,810 | $2.17M | 0.63% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 4,815 | $2.17M | 1.77% | −261−5.1% | Reduced |
| Baystate Wealth Management LLC | 4,821 | $2.18M | 0.19% | +276+6.1% | Added |
| Hardy Reed LLC | 4,841 | $2.19M | 0.41% | 00.0% | Unchanged |
| Essex Savings Bank | 4,840 | $2.19M | 0.72% | +389+8.7% | Added |
| L.M. Kohn & Company | 4,839 | $2.19M | 0.84% | +4,839 | New |
| Trillium Asset Management, LLC | 4,880 | $2.20M | 0.06% | −334−6.4% | Reduced |
| Hamilton Capital, LLC | 4,884 | $2.21M | 0.14% | −63−1.3% | Reduced |
| BCR Wealth Strategies, LLC | 4,889 | $2.21M | 2.11% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 4,892 | $2.21M | 0.69% | +194+4.1% | Added |
| HCR Wealth Advisors | 4,893 | $2.21M | 0.36% | −12−0.2% | Reduced |
| Hemington Wealth Management | 4,910 | $2.22M | 0.75% | −77−1.5% | Reduced |
| Wealth Advisors, Inc. | 4,916 | $2.22M | 0.81% | +49+1.0% | Added |
| Cooper/Haims Advisors, LLC | 4,920 | $2.22M | 1.45% | −25−0.5% | Reduced |
| Palouse Capital Management, Inc. | 4,929 | $2.23M | 0.98% | −635−11.4% | Reduced |
| Delta Investment Management, LLC | 4,935 | $2.23M | 0.66% | +149+3.1% | Added |
| Kistler-Tiffany Companies, LLC | 4,948 | $2.23M | 0.42% | +3,750+313.0% | Added |
| First Trust Advisors LP | 4,952 | $2.24M | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 4,955 | $2.24M | 0.82% | −865−14.9% | Reduced |
| TrinityPoint Wealth, LLC | 4,969 | $2.24M | 0.41% | −5−0.1% | Reduced |
| Retirement Guys Formula LLC | 4,972 | $2.25M | 1.50% | −914−15.5% | Reduced |
| AXS Investments LLC | 5,000 | $2.26M | 0.90% | +5,000 | New |
| Coyle Financial Counsel LLC | 5,004 | $2.26M | 1.21% | −1,614−24.4% | Reduced |
| Congress Asset Management Co | 5,025 | $2.27M | 0.02% | −5,710−53.2% | Reduced |
| LWS Wealth Advisors, Inc. | 5,035 | $2.27M | 0.97% | +2,205+77.9% | Added |
| Sompo Asset Management Co., Ltd. | 5,050 | $2.28M | 0.49% | +1,230+32.2% | Added |
| Spectrum Wealth Advisory Group, LLC | 5,050 | $2.28M | 2.20% | −957−15.9% | Reduced |
| Rollins Financial | 5,056 | $2.28M | 0.67% | +27+0.5% | Added |
| Summit Place Financial Advisors, LLC | 5,059 | $2.29M | 1.53% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 5,061 | $2.29M | 0.39% | +5,061 | New |
| Home Federal Bank of Tennessee | 5,069 | $2.29M | 0.78% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 5,073 | $2.29M | 0.47% | −44−0.9% | Reduced |
| Marcum Wealth, LLC | 5,079 | $2.29M | 0.32% | −3,568−41.3% | Reduced |
| Bluestein R H & Co | 5,080 | $2.29M | 0.10% | +115+2.3% | Added |
| DFPG Investments, LLC | 5,240 | $2.29M | 0.89% | +122+2.4% | Added |
| Leeward Financial Partners, LLC | 5,109 | $2.31M | 1.42% | +10+0.2% | Added |
| Levin Capital Strategies, L.P. | 5,110 | $2.31M | 0.23% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 5,115 | $2.31M | 0.56% | −841−14.1% | Reduced |
| Marshall & Sullivan Inc | 5,121 | $2.31M | 1.29% | +34+0.7% | Added |
| Gluskin Sheff & Assoc Inc | 5,129 | $2.32M | 0.10% | −1,327−20.6% | Reduced |
| Goodman Financial Corp | 5,149 | $2.33M | 0.66% | −5,445−51.4% | Reduced |
| Mathes Company, Inc. | 5,150 | $2.33M | 0.90% | −225−4.2% | Reduced |
| McBroom & Associates, LLC | 5,155 | $2.33M | 2.06% | +322+6.7% | Added |
| Vaughan David Investments LLC | 5,155 | $2.33M | 0.07% | +370+7.7% | Added |
| Verity Asset Management, Inc. | 5,167 | $2.33M | 1.48% | +256+5.2% | Added |
| Towerpoint Wealth, LLC | 5,169 | $2.33M | 1.16% | +18+0.3% | Added |
| Claret Asset Management Corp | 5,173 | $2.34M | 0.45% | +1,281+32.9% | Added |
| Tradition Wealth Management, LLC | 5,184 | $2.34M | 0.30% | −285−5.2% | Reduced |
| Gemmer Asset Management LLC | 5,205 | $2.35M | 0.29% | +215+4.3% | Added |
| Financial Advisors Network, Inc. | 5,204 | $2.35M | 0.58% | −262−4.8% | Reduced |
| EPIQ Capital Group, LLC | 5,190 | $2.35M | 0.64% | +802+18.3% | Added |
| Advisor Partners LLC | 5,210 | $2.35M | 0.15% | −124−2.3% | Reduced |
| United Maritime Capital LLC | 5,211 | $2.36M | 6.45% | +611+13.3% | Added |
| Truvestments Capital LLC | 5,217 | $2.36M | 1.29% | +4,028+338.8% | Added |
| Anchor Investment Management, LLC | 5,231 | $2.36M | 0.30% | −208−3.8% | Reduced |
| Asset Management Group, Inc. | 5,237 | $2.37M | 0.49% | +18+0.3% | Added |
| Martel Wealth Advisors Inc | 5,241 | $2.37M | 0.58% | −53−1.0% | Reduced |
| Ballast Advisors LLC | 5,246 | $2.37M | 0.92% | −50−0.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,188 | $2.37M | 0.03% | −132−2.5% | Reduced |
| Summit Financial Strategies, Inc. | 5,257 | $2.37M | 0.48% | −215−3.9% | Reduced |
| Horizon Investments, LLC | 5,270 | $2.38M | 0.07% | +473+9.9% | Added |
| Silverleafe Capital Partners, LLC | 5,282 | $2.39M | 1.08% | −1,018−16.2% | Reduced |
| Sandy Cove Advisors, LLC | 5,292 | $2.39M | 1.99% | +15+0.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,309 | $2.40M | 1.91% | −47−0.9% | Reduced |
| M.D. Sass Investors Services, Inc. | 5,312 | $2.40M | 0.41% | 00.0% | Unchanged |
| LMCG Investments, LLC | 5,337 | $2.41M | 0.14% | +5,337 | New |
| Revolve Wealth Partners, LLC | 5,351 | $2.42M | 0.70% | +339+6.8% | Added |
| Duncker Streett & Co Inc | 5,371 | $2.43M | 0.48% | −83−1.5% | Reduced |