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; 4,671 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 | 4,671 | $448.3B |
| Q1 2026 | 4,601 | $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 |
|---|---|---|---|---|---|
| Accurate Wealth Management, LLC | 5,372 | $2.43M | 1.09% | +3,991+289.0% | Added |
| First PREMIER Bank | 5,386 | $2.43M | 0.64% | +620+13.0% | Added |
| Eldridge Investment Advisors, Inc. | 5,389 | $2.43M | 0.82% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 5,389 | $2.43M | 0.46% | +629+13.2% | Added |
| BOK Financial Private Wealth, Inc. | 5,399 | $2.44M | 0.17% | −16−0.3% | Reduced |
| McIlrath & Eck, LLC | 5,424 | $2.45M | 0.71% | −80−1.5% | Reduced |
| Adams Chetwood Wealth Management LLC | 5,424 | $2.45M | 1.39% | +819+17.8% | Added |
| Epiq Partners, LLC | 5,439 | $2.46M | 1.32% | −215−3.8% | Reduced |
| Wealthquest Corp | 5,172 | $2.46M | 0.38% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 5,424 | $2.46M | 0.53% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5,458 | $2.46M | 1.02% | −65−1.2% | Reduced |
| LaFleur & Godfrey LLC | 5,465 | $2.47M | 0.33% | −95−1.7% | Reduced |
| SOA Wealth Advisors, LLC. | 5,473 | $2.47M | 0.60% | +13+0.2% | Added |
| Moneda S.A. Administradora General de Fondos | 5,478 | $2.47M | 1.17% | +2,374+76.5% | Added |
| High Net Worth Advisory Group LLC | 5,491 | $2.48M | 0.90% | +304+5.9% | Added |
| Northern Oak Wealth Management Inc | 5,507 | $2.49M | 0.30% | −47−0.8% | Reduced |
| Sittner & Nelson, LLC | 5,540 | $2.50M | 1.45% | −100−1.8% | Reduced |
| Visionary Wealth Advisors | 5,539 | $2.50M | 0.20% | +978+21.4% | Added |
| Plancorp, LLC | 5,553 | $2.51M | 0.16% | −468−7.8% | Reduced |
| Abacus Wealth Partners, LLC | 5,572 | $2.52M | 1.12% | −213−3.7% | Reduced |
| Boenning & Scattergood, Inc. | 5,576 | $2.52M | 0.40% | +3,454+162.8% | Added |
| Asset Allocation & Management Company, LLC | 5,594 | $2.53M | 0.91% | −2,106−27.4% | Reduced |
| WNY Asset Management, LLC | 5,593 | $2.53M | 0.78% | −20−0.4% | Reduced |
| Crossvault Capital Management LLC | 5,607 | $2.53M | 0.82% | −113−2.0% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 5,617 | $2.54M | 0.90% | +4,379+353.7% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 5,621 | $2.54M | 0.49% | +55+1.0% | Added |
| Eagle Global Advisors LLC | 5,625 | $2.54M | 0.16% | +82+1.5% | Added |
| Baker Ellis Asset Management LLC | 5,628 | $2.54M | 0.45% | −80−1.4% | Reduced |
| Sequent Asset Management, LLC | 5,648 | $2.55M | 1.49% | −174−3.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,649 | $2.55M | 0.22% | +470+9.1% | Added |
| Acropolis Investment Management, LLC | 5,655 | $2.55M | 0.23% | −36−0.6% | Reduced |
| Legacy Financial Strategies, LLC | 5,666 | $2.56M | 1.09% | −35−0.6% | Reduced |
| BNC Wealth Management, LLC | 5,678 | $2.56M | 1.26% | −1,821−24.3% | Reduced |
| Chicago Capital, LLC | 5,724 | $2.58M | 0.11% | −142−2.4% | Reduced |
| TNF LLC | 6,078 | $2.59M | 1.17% | +5+0.1% | Added |
| Harbour Capital Advisors, LLC | 5,739 | $2.59M | 0.71% | +13+0.2% | Added |
| Fairhaven Wealth Management, LLC | 5,750 | $2.60M | 1.05% | +34+0.6% | Added |
| BEAM Asset Management, LLC | 5,756 | $2.60M | 2.99% | +99+1.8% | Added |
| Libra Wealth LLC | 5,777 | $2.61M | 1.50% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 6,084 | $2.61M | 0.37% | +5,074+502.4% | Added |
| Inverness Counsel LLC | – | $2.61M | 0.12% | – | – |
| WESCAP Management Group, Inc. | 5,799 | $2.62M | 0.74% | −1,447−20.0% | Reduced |
| Toroso Investments, LLC | 5,818 | $2.63M | 0.08% | −3,486−37.5% | Reduced |
| Fortem Financial Group, LLC | 5,818 | $2.63M | 1.15% | −2,367−28.9% | Reduced |
| Signet Financial Management, LLC | 5,828 | $2.63M | 0.44% | +135+2.4% | Added |
| Lifeworks Advisors, LLC | 110,103 | $2.65M | 1.75% | +95,151+636.4% | Added |
| BCM Advisors, LLC | 6,206 | $2.66M | 0.71% | −509−7.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,892 | $2.66M | 0.30% | +28+0.5% | Added |
| Summit Financial Wealth Advisors, LLC | 5,896 | $2.66M | 0.54% | −526−8.2% | Reduced |
| Financial Perspectives, Inc | 5,903 | $2.67M | 1.25% | +26+0.4% | Added |
| SP Asset Management | 5,924 | $2.68M | 0.29% | +695+13.3% | Added |
| Reynders McVeigh Capital Management, LLC | 5,939 | $2.68M | 0.16% | −713−10.7% | Reduced |
| Wealth Management Partners, LLC | 6,000 | $2.68M | 1.91% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 5,941 | $2.68M | 0.52% | +688+13.1% | Added |
| AlphaCore Capital LLC | 5,948 | $2.69M | 1.04% | +104+1.8% | Added |
| Blankinship & Foster, LLC | 5,980 | $2.70M | 1.09% | −6−0.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,988 | $2.70M | 0.93% | −5−0.1% | Reduced |
| Picton Mahoney Asset Management | 5,990 | $2.71M | 0.10% | +3,520+142.5% | Added |
| Insight Advisors, LLC | 5,991 | $2.71M | 0.81% | +862+16.8% | Added |
| Sentry Investment Management LLC | 5,995 | $2.71M | 0.86% | +5,995 | New |
| Yale University | 6,000 | $2.71M | 0.51% | −1,000−14.3% | Reduced |
| W Advisors, LLC | 6,000 | $2.71M | 2.05% | −17−0.3% | Reduced |
| Capstone Financial Advisors, Inc. | 6,004 | $2.71M | 0.20% | −223−3.6% | Reduced |
| Permanens Capital L.P. | 6,004 | $2.71M | 0.42% | +2,004+50.1% | Added |
| Cohen Lawrence B | 6,029 | $2.72M | 1.61% | −372−5.8% | Reduced |
| Sunesis Advisors, LLC | 6,039 | $2.73M | 1.58% | 00.0% | Unchanged |
| Rossmore Private Capital | 6,037 | $2.73M | 0.42% | +520+9.4% | Added |
| Tyler-Stone Wealth Management | 6,052 | $2.73M | 1.51% | +1,385+29.7% | Added |
| Tompkins Financial Corp | 6,086 | $2.75M | 0.39% | +3,462+131.9% | Added |
| Security Financial Services, INC. | 6,095 | $2.75M | 0.87% | +302+5.2% | Added |
| Capital Investment Advisory Services, LLC | 6,106 | $2.76M | 0.30% | +2,170+55.1% | Added |
| Means Investment Co., Inc. | 6,113 | $2.76M | 0.50% | −46−0.7% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 6,117 | $2.77M | 0.77% | +140+2.3% | Added |
| Fagan Associates, Inc. | 6,149 | $2.78M | 0.57% | −150−2.4% | Reduced |
| Jackson Square Capital, LLC | 6,149 | $2.78M | 0.87% | +39+0.6% | Added |
| Fisher Asset Management, LLC | 6,151 | $2.78M | 0.00% | −4,812−43.9% | Reduced |
| Fox Run Management, L.L.C. | 6,176 | $2.79M | 1.55% | −9,946−61.7% | Reduced |
| Privium Fund Management B.V. | 6,182 | $2.79M | 0.63% | +6,182 | New |
| Total Clarity Wealth Management, Inc. | 6,189 | $2.79M | 1.53% | +168+2.8% | Added |
| Howard Wealth Management, LLC | 6,191 | $2.80M | 1.52% | +28+0.5% | Added |
| Sterneck Capital Management, LLC | 6,193 | $2.80M | 1.68% | −32−0.5% | Reduced |
| Cadinha & Co LLC | 6,202 | $2.80M | 0.40% | −34−0.5% | Reduced |
| Willis Johnson & Associates, Inc. | 6,209 | $2.80M | 0.37% | +478+8.3% | Added |
| Rappaport Reiches Capital Management, LLC | 6,209 | $2.80M | 1.50% | +1,299+26.5% | Added |
| Waters Parkerson & Co., LLC | 6,211 | $2.81M | 0.16% | +50+0.8% | Added |
| Laidlaw Wealth Management LLC | 6,219 | $2.81M | 0.47% | −1,312−17.4% | Reduced |
| Allegheny Financial Group LTD | 6,240 | $2.82M | 1.19% | +16+0.3% | Added |
| City Holding Co | 6,243 | $2.82M | 0.46% | −125−2.0% | Reduced |
| Laraway Financial Inc | 6,250 | $2.82M | 2.57% | +710+12.8% | Added |
| Bellecapital International Ltd. | 6,253 | $2.82M | 0.90% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 6,255 | $2.83M | 0.44% | +286+4.8% | Added |
| Upper Left Wealth Management, LLC | 53,140 | $2.83M | 2.93% | +44,180+493.1% | Added |
| Formidable Asset Management, LLC | 6,270 | $2.83M | 0.54% | −191−3.0% | Reduced |
| Gilbert & Cook, Inc. | 6,274 | $2.83M | 0.46% | +1,134+22.1% | Added |
| North Star Asset Management Inc | 6,284 | $2.84M | 0.16% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 6,288 | $2.84M | 0.17% | +496+8.6% | Added |
| Sterling Investment Counsel, LLC | 6,290 | $2.84M | 1.91% | +10+0.2% | Added |
| Financial Architects, Inc | 6,290 | $2.84M | 0.41% | +292+4.9% | Added |
| Baldwin Brothers Inc | 6,318 | $2.85M | 0.30% | +262+4.3% | Added |
| Larson Financial Group LLC | 6,324 | $2.86M | 0.46% | −6,098−49.1% | Reduced |