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 |
|---|---|---|---|---|---|
| Baldrige Asset Management LLC | 565 | $255.0K | 0.10% | −62−9.9% | Reduced |
| Oak Asset Management, LLC | 565 | $255.0K | 0.10% | +565 | New |
| Strategic Investment Management, LLC | 570 | $257.0K | 0.18% | 00.0% | Unchanged |
| KilterHowling LLC | 570 | $257.6K | 0.26% | +2+0.4% | Added |
| Brown Financial Advisory | 576 | $260.0K | 0.21% | 00.0% | Unchanged |
| Brookmont Capital Management | 575 | $260.0K | 0.16% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 577 | $260.7K | 0.12% | −14−2.4% | Reduced |
| North Point Portfolio Managers Corp | 577 | $261.0K | 0.04% | 00.0% | Unchanged |
| Rainsberger Wealth Advisors, Inc. | 579 | $261.0K | 0.17% | +2+0.3% | Added |
| WP Advisors, LLC | 577 | $261.0K | 0.11% | +57+11.0% | Added |
| Chilton Investment Co LLC | 586 | $265.0K | 0.01% | −13,886−96.0% | Reduced |
| Alhambra Investment Partners LLC | 587 | $265.0K | 0.18% | −596−50.4% | Reduced |
| Elevated Capital Advisors, LLC | 593 | $268.0K | 0.09% | +593 | New |
| Level Financial Advisors, Inc. | 596 | $269.0K | 0.21% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 595 | $269.0K | 0.20% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 595 | $269.0K | 0.14% | +595 | New |
| Snider Financial Group | 595 | $269.0K | 0.12% | +595 | New |
| Oak Family Advisors, LLC | 599 | $270.0K | 0.14% | −5−0.8% | Reduced |
| Knightsbridge Asset Management, LLC | 599 | $271.0K | 0.09% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 600 | $271.0K | 0.16% | +1+0.2% | Added |
| Soundwatch Capital LLC | 602 | $272.0K | 0.25% | −470,625−99.9% | Reduced |
| Narwhal Capital Management | 605 | $273.0K | 0.03% | −2,026−77.0% | Reduced |
| Peloton Wealth Strategists | 605 | $273.0K | 0.11% | −835−58.0% | Reduced |
| Costello Asset Management, INC | 605 | $273.0K | 0.19% | +19+3.2% | Added |
| Walker Asset Management, LLC | 607 | $274.0K | 0.22% | 00.0% | Unchanged |
| JB Capital LLC | 609 | $275.0K | 0.03% | +1+0.2% | Added |
| Legacy Financial Advisors, Inc. | 610 | $276.0K | 0.06% | −126−17.1% | Reduced |
| Ahl Investment Management, Inc. | 615 | $278.0K | 0.25% | +200+48.2% | Added |
| Douglass Winthrop Advisors, LLC | 617 | $279.0K | 0.01% | +57+10.2% | Added |
| Hudock, Inc. | 619 | $279.0K | 0.08% | +169+37.6% | Added |
| Peninsula Wealth, LLC | 623 | $281.0K | 0.08% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 622 | $281.0K | 0.08% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 625 | $282.0K | 0.14% | −1,250−66.7% | Reduced |
| Laurel Wealth Planning LLC | 627 | $283.0K | 0.19% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 626 | $283.0K | 0.23% | +15+2.5% | Added |
| Bowman & Co S.C. | 629 | $284.0K | 0.22% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 630 | $285.0K | 0.03% | +630 | New |
| Boltwood Capital Management | 634 | $286.0K | 0.11% | −27−4.1% | Reduced |
| Financial Planners of Cleveland, Inc. | 635 | $287.0K | 0.12% | −1,941−75.3% | Reduced |
| Hill Investment Group Partners, LLC | 637 | $287.7K | 0.09% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 638 | $288.0K | 0.06% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 638 | $288.0K | 0.19% | +2+0.3% | Added |
| JT Stratford LLC | 640 | $289.0K | 0.08% | −836−56.6% | Reduced |
| Provident Wealth Management, LLC | 639 | $289.0K | 0.18% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 638 | $290.0K | 0.19% | +7+1.1% | Added |
| Hill Island Financial LLC | 643 | $291.0K | 0.11% | −196−23.4% | Reduced |
| Notis-McConarty Edward | 645 | $291.0K | 0.10% | +645 | New |
| Hedeker Wealth, LLC | 647 | $292.0K | 0.09% | −571−46.9% | Reduced |
| Legacy Bridge, LLC | 647 | $292.0K | 0.17% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 647 | $292.2K | 0.12% | −65−9.1% | Reduced |
| Sweet Financial Partners, LLC | 650 | $294.0K | 0.08% | +104+19.0% | Added |
| Advisors Preferred, LLC | 650 | $294.0K | 0.02% | +450+225.0% | Added |
| 3EDGE Asset Management, LP | 654 | $295.0K | 0.02% | +175+36.5% | Added |
| Moseley Investment Management Inc | 656 | $296.0K | 0.16% | −65−9.0% | Reduced |
| Camden National Bank | 658 | $297.0K | 0.05% | −109−14.2% | Reduced |
| Flynn Zito Capital Management, LLC | 658 | $297.0K | 0.25% | +51+8.4% | Added |
| FC Advisory LLC | 660 | $298.0K | 0.13% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 665 | $300.0K | 0.00% | −1,180−64.0% | Reduced |
| Stableford Capital II LLC | 669 | $300.0K | 0.13% | +1+0.1% | Added |
| Quest Investment Management LLC | 666 | $301.0K | 0.03% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 666 | $301.0K | 0.21% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 676 | $301.0K | 0.07% | +60+9.7% | Added |
| Kingsbury Capital Investment Advisors LLC | 666 | $301.0K | 0.33% | +666 | New |
| Zullo Investment Group, Inc. | 676 | $305.0K | 0.16% | −3−0.4% | Reduced |
| Wealth Management Associates, Inc. | 680 | $307.1K | 0.17% | +13+1.9% | Added |
| Garrison Asset Management, LLC | 681 | $308.0K | 0.17% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 682 | $308.0K | 0.05% | +682 | New |
| First Financial Corp | 685 | $309.0K | 0.19% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 684 | $309.0K | 0.16% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 684 | $309.0K | 0.29% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 688 | $311.0K | 0.14% | −34−4.7% | Reduced |
| Beck Bode, LLC | 688 | $311.0K | 0.07% | +126+22.4% | Added |
| Dean, Jacobson Financial Services, LLC | 692 | $312.0K | 1.37% | −103,285−99.3% | Reduced |
| Brio Consultants, LLC | 691 | $312.0K | 0.07% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 691 | $312.0K | 0.19% | +19+2.8% | Added |
| Braun-Bostich & Associates Inc. | 692 | $313.0K | 0.67% | −4,181−85.8% | Reduced |
| Greenspring Advisors, LLC | 693 | $313.0K | 0.08% | −36−4.9% | Reduced |
| Somerset Trust Co | 692 | $313.0K | 0.12% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 692 | $313.0K | 0.47% | +692 | New |
| Whitener Capital Management, Inc. | 698 | $315.0K | 0.12% | −10−1.4% | Reduced |
| Bridgecreek Investment Management, LLC | 700 | $316.0K | 0.05% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 699 | $316.0K | 0.07% | +177+33.9% | Added |
| HHM Wealth Advisors, LLC | 706 | $319.0K | 0.07% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 708 | $320.0K | 0.18% | +1+0.1% | Added |
| Stone Point Wealth LLC | 707 | $321.0K | 0.18% | +707 | New |
| WMG Financial Advisors, LLC | 712 | $322.0K | 0.24% | −33−4.4% | Reduced |
| Piscataqua Savings Bank | 716 | $323.0K | 0.23% | −68−8.7% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 718 | $323.0K | 0.09% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 715 | $323.0K | 0.13% | +35+5.1% | Added |
| Fullen Financial Group | 717 | $324.0K | 0.19% | +3+0.4% | Added |
| Mayfair Advisory Group, LLC | 714 | $324.0K | 0.42% | +22+3.2% | Added |
| Sanders Morris Harris LLC | 720 | $326.0K | 0.06% | −147−17.0% | Reduced |
| Next Capital Management LLC | 727 | $328.0K | 0.23% | +10+1.4% | Added |
| Stockman Wealth Management, Inc. | 730 | $330.0K | 0.07% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 737 | $333.0K | 0.20% | +148+25.1% | Added |
| Wealthsimple Inc. | 739 | $334.0K | 0.01% | −60−7.5% | Reduced |
| Concorde Asset Management, LLC | 741 | $334.0K | 0.22% | +81+12.3% | Added |
| Rowland & Co Investment Counsel | 741 | $334.9K | 0.08% | +28+3.9% | Added |
| Vestmark Advisory Solutions, Inc. | 743 | $336.0K | 0.02% | −1,582−68.0% | Reduced |
| Lion Street Advisors, LLC | 748 | $337.0K | 0.17% | +4+0.5% | Added |