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; 4,668 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
- +9 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
- 174
- 1,291 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 434 | $196.0K | 0.03% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 443 | $200.0K | 0.14% | −1−0.2% | Reduced |
| Biondo Investment Advisors, LLC | 443 | $200.0K | 0.04% | +443 | New |
| Platt Investment Counsel, LLC | 446 | $201.0K | 0.19% | −21−4.5% | Reduced |
| Stonegate Investment Group, LLC | 445 | $201.0K | 0.01% | +9+2.1% | Added |
| Barnett & Company, Inc. | 444 | $201.0K | 0.14% | +444 | New |
| Forum Private Client Group LLC | 448 | $202.0K | 0.16% | +448 | New |
| Eagle Bay Advisors LLC | 450 | $203.0K | 0.17% | −100−18.2% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 450 | $203.0K | 0.16% | +1+0.2% | Added |
| Osterweis Capital Management Inc | – | $204.0K | 0.01% | – | – |
| O'Brien Wealth Partners LLC | 515 | $205.0K | 0.08% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 453 | $205.0K | 0.31% | +55+13.8% | Added |
| Mendel Money Management | 456 | $206.0K | 0.10% | +456 | New |
| Future Financial Wealth Managment LLC | 458 | $207.0K | 0.17% | −28−5.8% | Reduced |
| Wellington Shields & Co., LLC | 458 | $207.0K | 0.07% | +458 | New |
| Carson Advisory Inc. | 461 | $208.0K | 0.21% | +461 | New |
| Security National Bank of So Dak | 463 | $209.0K | 0.15% | 00.0% | Unchanged |
| Mma Asset Management LLC | 525 | $210.0K | 0.17% | +35+7.1% | Added |
| CCM Investment Advisers LLC | 467 | $210.0K | 0.03% | −6−1.3% | Reduced |
| Ironwood Investment Management LLC | 464 | $210.0K | 0.11% | 00.0% | Unchanged |
| Compass Advisory Group LLC | 468 | $211.0K | 0.11% | 00.0% | Unchanged |
| Menlo Advisors LLC | 470 | $212.0K | 0.11% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 473 | $213.0K | 0.21% | 00.0% | Unchanged |
| Stillwater Capital Advisors, LLC | 474 | $214.0K | 0.03% | −1,507−76.1% | Reduced |
| Adaptive Financial Consulting, LLC | 474 | $214.0K | 0.13% | 00.0% | Unchanged |
| Orcam Financial Group | 474 | $214.0K | 0.31% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 477 | $215.0K | 0.06% | −925−66.0% | Reduced |
| Financial Strategies Group, Inc. | 477 | $215.0K | 0.09% | +1+0.2% | Added |
| West Wealth Group, LLC | 478 | $215.0K | 0.09% | +11+2.4% | Added |
| Blackhill Capital Inc | 478 | $216.0K | 0.02% | −180−27.4% | Reduced |
| New World Advisors LLC | 493 | $216.0K | 0.11% | −36−6.8% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 478 | $216.0K | 0.10% | +23+5.1% | Added |
| Leverage Partners Absolute Return Fund SPC | 480 | $216.0K | 0.15% | +480 | New |
| Hurlow Wealth Management Group, Inc. | 480 | $217.0K | 0.13% | +480 | New |
| Weitzel Financial Services, Inc. | 486 | $219.5K | 0.14% | +8+1.7% | Added |
| Yacktman Asset Management LP | 494 | $223.0K | 0.00% | −1,754−78.0% | Reduced |
| Commons Capital, LLC | 494 | $223.0K | 0.24% | −1,011−67.2% | Reduced |
| M&R Capital Management Inc | 495 | $223.0K | 0.05% | −30−5.7% | Reduced |
| Gray Wealth Management Inc. | 494 | $223.0K | 0.11% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 493 | $223.0K | 0.19% | +66+15.5% | Added |
| FWL Investment Management, LLC | 497 | $224.0K | 0.14% | −100−16.8% | Reduced |
| Lake Hills Wealth Management, LLC | 496 | $224.0K | 0.16% | +16+3.3% | Added |
| Harfst & Associates, Inc. | 500 | $225.0K | 0.05% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 500 | $225.0K | 0.15% | 00.0% | Unchanged |
| Briggs Advisory Group, Inc. | 500 | $226.0K | 0.15% | −104−17.2% | Reduced |
| Bard Financial Services, Inc. | 500 | $226.0K | 0.02% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 501 | $226.0K | 0.07% | +11+2.2% | Added |
| Interchange Capital Partners, LLC | 501 | $226.0K | 0.23% | +501 | New |
| Fusion Capital, LLC | 504 | $228.0K | 0.12% | +1+0.2% | Added |
| Satovsky Asset Management LLC | 508 | $229.0K | 0.15% | +2+0.4% | Added |
| DF Dent & Co Inc | 510 | $230.0K | 0.00% | 00.0% | Unchanged |
| Eclectic Associates Inc | 511 | $231.0K | 0.15% | −448−46.7% | Reduced |
| CKW Financial Group | 509 | $231.0K | 0.03% | −8−1.5% | Reduced |
| Strong Tower Advisory Services | 511 | $231.0K | 0.12% | +511 | New |
| Essex Private Wealth Management, LLC | 514 | $232.0K | 0.63% | −2,266−81.5% | Reduced |
| Kraematon Investment Advisors, Inc | 513 | $232.0K | 0.22% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 516 | $233.0K | 0.08% | −14−2.6% | Reduced |
| Community Bank of Raymore | 515 | $233.0K | 0.07% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 517 | $234.0K | 0.05% | −85−14.1% | Reduced |
| SPC Financial, Inc. | 518 | $234.0K | 0.03% | +64+14.1% | Added |
| RPg Family Wealth Advisory, LLC | 521 | $236.4K | 0.10% | −291−35.8% | Reduced |
| MJP Associates Inc | 525 | $237.0K | 0.06% | +525 | New |
| Stewart & Patten Co LLC | 527 | $238.0K | 0.04% | +16+3.1% | Added |
| Security National Bank of Sioux City Iowa | 530 | $239.0K | 0.18% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 530 | $239.0K | 0.15% | +530 | New |
| Cascade Investment Advisors, Inc. | 531 | $240.0K | 0.15% | 00.0% | Unchanged |
| Matisse Capital | 531 | $240.0K | 0.22% | −10,911−95.4% | Reduced |
| Gibraltar Capital Management, Inc. | 531 | $240.0K | 0.10% | 00.0% | Unchanged |
| Trust Co of Kansas | 531 | $240.0K | 0.13% | 00.0% | Unchanged |
| Steward Financial Group LLC | 535 | $241.0K | 0.21% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 536 | $242.0K | 0.07% | −138−20.5% | Reduced |
| Lumature Wealth Partners, LLC | 535 | $242.0K | 0.10% | −15−2.7% | Reduced |
| Apeiron RIA LLC | 540 | $242.0K | 0.12% | −4−0.7% | Reduced |
| Planned Solutions, Inc. | 537 | $243.0K | 0.17% | 00.0% | Unchanged |
| Lincoln Capital LLC | 537 | $243.0K | 0.06% | +3+0.6% | Added |
| Foster & Motley Inc | 539 | $243.0K | 0.02% | +14+2.7% | Added |
| Somerville Kurt F | 540 | $244.0K | 0.04% | 00.0% | Unchanged |
| United Bank | 540 | $244.0K | 0.13% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 543 | $245.3K | 0.17% | +1+0.2% | Added |
| Tuttle Tactical Management | 545 | $246.0K | 0.61% | −301−35.6% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 547 | $247.0K | 0.15% | −93−14.5% | Reduced |
| Pachira Investments Inc. | 547 | $247.0K | 0.19% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 546 | $247.0K | 0.25% | 00.0% | Unchanged |
| Lynch & Associates | 550 | $248.0K | 0.06% | +1+0.2% | Added |
| Echo Wealth Management, LLC | 566 | $248.0K | 0.29% | +16+2.9% | Added |
| Avondale Wealth Management | 550 | $248.0K | 0.29% | +250+83.3% | Added |
| Atlas Private Wealth Management | 551 | $249.0K | 0.14% | 00.0% | Unchanged |
| Grand Jean Capital Management Inc | 551 | $249.0K | 0.07% | 00.0% | Unchanged |
| SWM Advisors | 551 | $249.0K | 0.20% | 00.0% | Unchanged |
| Friedenthal Financial | 552 | $249.0K | 0.15% | +552 | New |
| Cabot Wealth Management Inc | 555 | $251.0K | 0.03% | −53−8.7% | Reduced |
| BetterWealth, LLC | 556 | $251.0K | 0.34% | −23−4.0% | Reduced |
| TMD Wealth Management, LLC | 556 | $251.0K | 0.10% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 556 | $251.0K | 0.16% | +2+0.4% | Added |
| Birchcreek Wealth Management, LLC | 557 | $252.0K | 0.22% | −4−0.7% | Reduced |
| D. Scott Neal, Inc. | 558 | $252.0K | 0.10% | +1+0.2% | Added |
| KC Investment Advisors, LLC | 558 | $252.0K | 0.17% | +17+3.1% | Added |
| Northwest Quadrant Wealth Management, LLC | 555 | $253.0K | 0.07% | +2+0.4% | Added |
| SJA Financial Advisory, LLC | 562 | $254.0K | 0.19% | +73+14.9% | Added |
| Northcape Wealth Management, LLC | 566 | $255.0K | 0.07% | −1,091−65.8% | Reduced |