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 |
|---|---|---|---|---|---|
| Obermeyer Wood Investment Counsel, LLLP | 6,325 | $2.86M | 0.17% | +913+16.9% | Added |
| Tennessee Valley Asset Management Partners | 6,336 | $2.86M | 0.97% | +113+1.8% | Added |
| East Coast Asset Management, LLC. | 6,341 | $2.86M | 0.68% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 6,892 | $2.86M | 1.88% | +1,340+24.1% | Added |
| Aldebaran Financial Inc. | 6,347 | $2.87M | 2.36% | +300+5.0% | Added |
| WealthPLAN Partners, LLC | 6,964 | $2.87M | 0.20% | −69−1.0% | Reduced |
| WealthPlan Investment Management, LLC | 6,964 | $2.87M | 0.20% | +6,964 | New |
| Beaumont Financial Partners, LLC | 6,371 | $2.88M | 0.22% | +729+12.9% | Added |
| Abacus Planning Group, Inc. | 6,382 | $2.88M | 0.78% | −415−6.1% | Reduced |
| Paladin Advisory Group, LLC | 6,364 | $2.88M | 2.34% | +6,364 | New |
| Edge Wealth Management LLC | 6,383 | $2.88M | 0.57% | +1,411+28.4% | Added |
| Bray Capital Advisors | 6,398 | $2.89M | 0.74% | −34−0.5% | Reduced |
| Connecticut Wealth Management, LLC | 6,398 | $2.89M | 0.22% | +216+3.5% | Added |
| Monticello Wealth Management, LLC | 6,425 | $2.90M | 0.28% | +2,061+47.2% | Added |
| Krilogy Financial LLC | 6,430 | $2.90M | 0.30% | −338−5.0% | Reduced |
| Bank Ozk | 6,442 | $2.91M | 1.25% | −143−2.2% | Reduced |
| American State Bank (Iowa) | 6,450 | $2.91M | 2.02% | +118+1.9% | Added |
| SOL Capital Management CO | 6,459 | $2.92M | 0.53% | +135+2.1% | Added |
| Silvant Capital Management LLC | 6,445 | $2.92M | 0.56% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 6,668 | $2.92M | 0.04% | +181+2.8% | Added |
| Carlson Capital Management | 6,475 | $2.92M | 0.24% | +383+6.3% | Added |
| Trinity Legacy Partners, LLC | 6,481 | $2.93M | 0.99% | +615+10.5% | Added |
| Mason Investment Advisory Services, Inc. | 6,493 | $2.93M | 0.25% | −360−5.3% | Reduced |
| BFT Financial Group, LLC | 6,495 | $2.93M | 0.47% | +6,495 | New |
| RVB Capital Management LLC | 6,500 | $2.94M | 2.50% | +6,000+1,200.0% | Added |
| Pioneer Trust Bank N A | 6,519 | $2.94M | 0.80% | +195+3.1% | Added |
| Founders Financial Securities LLC | 6,528 | $2.95M | 0.52% | +692+11.9% | Added |
| Cape Cod Five Cents Savings Bank | 6,546 | $2.96M | 0.30% | +872+15.4% | Added |
| Investment Partners, Ltd. | 6,557 | $2.96M | 1.25% | +10.0% | Added |
| Pacific Wealth Strategies Group, Inc. | 6,574 | $2.97M | 1.24% | −216−3.2% | Reduced |
| Beacon Financial Advisory LLC | 6,577 | $2.97M | 1.42% | −883−11.8% | Reduced |
| Index Fund Advisors, Inc. | 6,579 | $2.97M | 0.22% | +1,181+21.9% | Added |
| Wright Fund Managment, LLC | 6,600 | $2.98M | 4.35% | −94,000−93.4% | Reduced |
| Truadvice, LLC | 7,217 | $2.99M | 1.67% | +3,802+111.3% | Added |
| Cowa, LLC | 6,611 | $3.00M | 1.49% | −81−1.2% | Reduced |
| Middleton & Co Inc | 6,663 | $3.01M | 0.32% | +15+0.2% | Added |
| Intersect Capital LLC | 6,671 | $3.01M | 0.58% | +279+4.4% | Added |
| Forbes Financial Planning, Inc. | 6,690 | $3.02M | 3.76% | −58−0.9% | Reduced |
| Safeguard Investment Advisory Group, LLC | 6,688 | $3.02M | 2.06% | +1,832+37.7% | Added |
| Lockerman Financial Group, Inc. | 6,691 | $3.02M | 8.17% | 00.0% | Unchanged |
| EHP Funds Inc. | 6,700 | $3.03M | 0.50% | +6,700 | New |
| Pacitti Group Inc. | 6,731 | $3.04M | 2.01% | +180+2.7% | Added |
| ACG Wealth | 6,740 | $3.04M | 0.58% | +20+0.3% | Added |
| Matrix Private Capital Group LLC | 6,724 | $3.05M | 1.49% | +723+12.0% | Added |
| Financial Advisory Corp | 6,771 | $3.06M | 1.62% | −201−2.9% | Reduced |
| Sandbox Financial Partners, LLC | 6,794 | $3.07M | 1.75% | +6,074+843.6% | Added |
| Partners Capital Investment Group, LLP | 6,831 | $3.08M | 0.15% | −29,626−81.3% | Reduced |
| Clear Perspectives Financial Planning, LLC | 6,845 | $3.09M | 1.17% | −150−2.1% | Reduced |
| Wick Capital Partners, LLC | 6,846 | $3.09M | 2.03% | +5,838+579.2% | Added |
| Fragasso Group Inc. | 6,882 | $3.11M | 0.37% | +386+5.9% | Added |
| Madison Wealth Management | 6,934 | $3.13M | 0.66% | −180−2.5% | Reduced |
| Texas Capital Bancshares Inc | 6,946 | $3.14M | 1.90% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 6,976 | $3.15M | 0.73% | +19+0.3% | Added |
| Kelman-Lazarov, Inc. | 6,982 | $3.15M | 1.05% | −40−0.6% | Reduced |
| Signature Wealth Management Partners, LLC | 7,001 | $3.16M | 2.69% | +20+0.3% | Added |
| Sassicaia Capital Advisers LLC | 7,005 | $3.16M | 15.68% | −2,543−26.6% | Reduced |
| Austin Asset Management Co Inc | 7,006 | $3.16M | 1.00% | +11+0.2% | Added |
| Goldstein Munger & Associates | 7,024 | $3.17M | 0.82% | +298+4.4% | Added |
| Creative Financial Designs Inc | 7,022 | $3.17M | 0.48% | +1,105+18.7% | Added |
| Covenant Asset Management, LLC | 7,053 | $3.19M | 0.96% | −855−10.8% | Reduced |
| TCG Advisory Services, LLC | 7,052 | $3.19M | 0.87% | +688+10.8% | Added |
| Heritage Investment Group, Inc. | 7,057 | $3.19M | 2.31% | +419+6.3% | Added |
| Paulson Wealth Management Inc. | 7,057 | $3.19M | 1.45% | +488+7.4% | Added |
| Berger Financial Group, Inc | 7,116 | $3.21M | 0.41% | +325+4.8% | Added |
| Waterfront Wealth Inc. | 7,183 | $3.22M | 1.14% | +10+0.1% | Added |
| ProVise Management Group, LLC | 7,128 | $3.22M | 0.30% | +307+4.5% | Added |
| Boston Trust Walden Corp | 7,129 | $3.22M | 0.03% | 00.0% | Unchanged |
| Boston Research & Management Inc | 7,148 | $3.23M | 0.94% | 00.0% | Unchanged |
| Callan Capital, LLC | 7,149 | $3.23M | 0.44% | +150+2.1% | Added |
| Wipfli Financial Advisors LLC, | 7,152 | $3.23M | 0.33% | +4,164+139.4% | Added |
| Charter Oak Capital Management, LLC | 7,156 | $3.23M | 0.40% | +330+4.8% | Added |
| Triton Wealth Management, PLLC | 7,199 | $3.24M | 1.68% | 00.0% | Unchanged |
| NWK Group, Inc. | 7,187 | $3.25M | 1.75% | −145−2.0% | Reduced |
| Moreno Evelyn V | 7,210 | $3.26M | 0.66% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 7,214 | $3.26M | 1.31% | +373+5.5% | Added |
| Guyasuta Investment Advisors Inc | 7,215 | $3.26M | 0.22% | +975+15.6% | Added |
| ZWJ Investment Counsel Inc | 7,222 | $3.26M | 0.17% | −1,042−12.6% | Reduced |
| Regis Management CO LLC | 7,228 | $3.27M | 0.58% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 7,247 | $3.27M | 0.99% | −545−7.0% | Reduced |
| Prosperity Planning, Inc. | 7,483 | $3.28M | 1.61% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 7,294 | $3.29M | 0.49% | −32−0.4% | Reduced |
| Bedel Financial Consulting, Inc. | 7,299 | $3.30M | 1.04% | +538+8.0% | Added |
| CFM Wealth Partners LLC | 7,302 | $3.30M | 0.79% | +668+10.1% | Added |
| Prime Capital Investment Advisors, LLC | 6,948 | $3.30M | 0.18% | −60−0.9% | Reduced |
| Blueprint Investment Partners LLC | 7,971 | $3.31M | 0.85% | +6+0.1% | Added |
| Samalin Investment Counsel, LLC | 7,346 | $3.32M | 2.01% | −2,610−26.2% | Reduced |
| Marks Group Wealth Management, Inc | 7,356 | $3.32M | 0.42% | +2,602+54.7% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 7,360 | $3.32M | 3.47% | +169+2.4% | Added |
| Vantage Investment Partners, LLC | 7,362 | $3.33M | 0.17% | +6,619+890.8% | Added |
| LBMC Investment Advisors, LLC | 7,368 | $3.33M | 0.29% | +15+0.2% | Added |
| Perennial Advisors, LLC | 7,400 | $3.34M | 0.89% | +518+7.5% | Added |
| Pasadena Private Wealth, LLC | 7,412 | $3.35M | 1.09% | −990−11.8% | Reduced |
| AtlasMark Financial, Inc | 7,430 | $3.36M | 4.30% | 00.0% | Unchanged |
| Sightline Wealth Advisors, LLC | 7,443 | $3.36M | 2.80% | −93−1.2% | Reduced |
| Dana Investment Advisors, Inc. | 7,445 | $3.36M | 0.16% | +1,722+30.1% | Added |
| Phillips Financial Management, LLC | 7,444 | $3.36M | 0.32% | +7,444 | New |
| Enterprise Financial Services Corp | 7,485 | $3.38M | 0.55% | −261−3.4% | Reduced |
| Catalyst Private Wealth, LLC | 7,488 | $3.38M | 1.69% | +1,042+16.2% | Added |
| Bessemer Securities LLC | 7,518 | $3.40M | 0.99% | +7,518 | New |
| Colony Family Offices, LLC | 7,506 | $3.40M | 1.63% | −769−9.3% | Reduced |