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 |
|---|---|---|---|---|---|
| Standard Family Office LLC | 750 | $339.0K | 0.09% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 750 | $339.0K | 0.30% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 751 | $339.0K | 0.14% | +21+2.9% | Added |
| Roman Butler Fullerton & Co | 758 | $342.0K | 0.16% | +32+4.4% | Added |
| Nauset Wealth Management. LLC | 760 | $343.0K | 0.27% | −165−17.8% | Reduced |
| Mendel Capital Management LLC | 759 | $343.0K | 0.32% | +100+15.2% | Added |
| Arosa Capital Management LP | 760 | $343.0K | 0.11% | +760 | New |
| Twelve Points Wealth Management LLC | 761 | $344.0K | 0.26% | −35−4.4% | Reduced |
| Investment Management of Virginia LLC | 770 | $348.0K | 0.06% | −131−14.5% | Reduced |
| Roanoke Asset Management Corp | 770 | $348.0K | 0.13% | −10−1.3% | Reduced |
| BHK Investment Advisors, LLC | 770 | $348.0K | 0.15% | +15+2.0% | Added |
| R. W. Roge & Company, Inc. | 771 | $348.0K | 0.24% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 773 | $349.0K | 0.10% | −103−11.8% | Reduced |
| Eagle Harbor Asset Management Inc | 773 | $349.1K | 0.45% | 00.0% | Unchanged |
| Pflug Koory, LLC | 774 | $350.0K | 0.18% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 775 | $350.0K | 0.06% | +3+0.4% | Added |
| D.B. Root & Company, LLC | 778 | $351.0K | 0.13% | −75−8.8% | Reduced |
| Keebeck Alpha, LP | 779 | $352.0K | 0.11% | −4,301−84.7% | Reduced |
| Addison Capital Co | 779 | $352.0K | 0.17% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 780 | $352.0K | 0.04% | +780 | New |
| Cornerstone National Bank & Trust Co | 781 | $352.7K | 0.16% | 00.0% | Unchanged |
| Advisory Research Inc | 781 | $353.0K | 0.03% | −5,341−87.2% | Reduced |
| Artemis Wealth Advisors, LLC | 781 | $353.0K | 0.06% | +2+0.3% | Added |
| Am Investment Strategies LLC | 785 | $354.0K | 0.09% | −550−41.2% | Reduced |
| Azimuth Capital Management LLC | 785 | $355.0K | 0.02% | +62+8.6% | Added |
| Eagle Ridge Investment Management | 789 | $356.0K | 0.04% | −125−13.7% | Reduced |
| Evergreen Wealth Solutions, LLC | 788 | $356.0K | 0.35% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 795 | $359.0K | 0.25% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 797 | $359.9K | 0.19% | +1+0.1% | Added |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 797 | $360.0K | 0.17% | 00.0% | Unchanged |
| Diversified, LLC | 800 | $361.0K | 0.15% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 800 | $361.1K | 0.11% | +1+0.1% | Added |
| Old Mission Investment Co LLC | 800 | $361.3K | 0.13% | −165−17.1% | Reduced |
| Astor Investment Management LLC | 802 | $362.0K | 0.09% | +781+3,719.0% | Added |
| O'Brien Greene & Co. Inc | 808 | $365.0K | 0.12% | −207−20.4% | Reduced |
| Beirne Wealth Consulting Services, LLC | 812 | $368.0K | 0.21% | −150−15.6% | Reduced |
| Beta Wealth Group, Inc. | 814 | $368.0K | 0.25% | −182−18.3% | Reduced |
| AIMZ Investment Advisors, LLC | 816 | $368.0K | 0.15% | −15−1.8% | Reduced |
| Check Capital Management Inc | 816 | $369.0K | 0.03% | +16+2.0% | Added |
| Bridges Investment Management Inc | 823 | $371.0K | 0.01% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 822 | $371.0K | 0.00% | +173+26.7% | Added |
| LPWM LLC | 832 | $373.0K | 0.19% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 828 | $374.0K | 0.13% | −1,170−58.6% | Reduced |
| Baugh & Associates, LLC | 828 | $374.0K | 0.22% | −42−4.8% | Reduced |
| American Money Management, LLC | 831 | $375.0K | 0.10% | 00.0% | Unchanged |
| Fund Evaluation Group, LLC | 831 | $376.0K | 0.05% | +831 | New |
| Parker Investment Management, LLC | 837 | $378.0K | 0.06% | −2−0.2% | Reduced |
| Keystone Financial Services | 954 | $379.0K | 0.22% | −4−0.4% | Reduced |
| Wescott Financial Advisory Group, LLC | 841 | $380.0K | 0.10% | +841 | New |
| Ballast, Inc. | 844 | $381.0K | 0.15% | −67−7.4% | Reduced |
| Wolff Wiese Magana LLC | 848 | $383.0K | 0.26% | −811−48.9% | Reduced |
| Warren Street Wealth Advisors, LLC | 847 | $383.0K | 0.33% | −19−2.2% | Reduced |
| Bivin & Associates, Inc. | 848 | $383.0K | 0.35% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 849 | $383.0K | 0.24% | +60+7.6% | Added |
| Strengthening Families & Communities, LLC | 850 | $384.0K | 0.24% | +2+0.2% | Added |
| Foster Victor Wealth Advisors, LLC | 864 | $386.0K | 0.05% | −10,298−92.3% | Reduced |
| Fishman Jay A Ltd | 855 | $386.2K | 0.04% | +855 | New |
| Constitution Capital LLC | 856 | $387.0K | 0.21% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 858 | $387.0K | 0.36% | +3+0.4% | Added |
| Bank of Stockton | 860 | $388.0K | 0.12% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 936 | $391.0K | 0.27% | −69−6.9% | Reduced |
| Smith & Howard Wealth Management, LLC | 869 | $392.0K | 0.16% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 869 | $392.0K | 0.27% | +2+0.2% | Added |
| Meadow Creek Wealth Advisors LLC | 876 | $396.0K | 0.43% | −349−28.5% | Reduced |
| Smith Shellnut Wilson LLC | 877 | $396.0K | 0.21% | 00.0% | Unchanged |
| RDA Financial Network | 879 | $397.0K | 0.17% | +82+10.3% | Added |
| Corbenic Partners LLC | 878 | $398.0K | 0.09% | −34−3.7% | Reduced |
| DeDora Capital, Inc. | 881 | $398.0K | 0.16% | 00.0% | Unchanged |
| Rinkey Investments | 962 | $398.0K | 0.42% | +101+11.7% | Added |
| Arjuna Capital | 883 | $399.0K | 0.17% | −570−39.2% | Reduced |
| Gordian Capital Singapore Pte Ltd | 900 | $400.0K | 0.33% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 889 | $402.0K | 0.23% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 895 | $404.0K | 0.16% | −25−2.7% | Reduced |
| Summit Wealth Group, LLC | 895 | $404.0K | 0.42% | +895 | New |
| One Wealth Advisors, LLC | 900 | $406.0K | 0.10% | −138−13.3% | Reduced |
| Martin & Co Inc | 900 | $406.0K | 0.10% | 00.0% | Unchanged |
| Ade, LLC | 898 | $406.0K | 0.38% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 904 | $408.0K | 0.15% | −5−0.6% | Reduced |
| Dash Acquisitions Inc. | 906 | $409.0K | 0.18% | −580−39.0% | Reduced |
| Stonehearth Capital Management, LLC | 905 | $409.0K | 0.21% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 915 | $410.0K | 0.08% | +193+26.7% | Added |
| Adell Harriman & Carpenter Inc | 916 | $413.7K | 0.04% | −50−5.2% | Reduced |
| RVW Wealth, LLC | 919 | $415.0K | 0.05% | −901−49.5% | Reduced |
| Stewardship Advisors, LLC | 918 | $415.0K | 0.15% | +3+0.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 920 | $416.0K | 0.06% | −80−8.0% | Reduced |
| Regal Wealth Group, Inc. | 946 | $416.0K | 0.26% | +3+0.3% | Added |
| Dohj, LLC | 922 | $416.0K | 0.20% | +82+9.8% | Added |
| J.Safra Asset Management Corp | 188,737 | $417.0K | 7.79% | −204,107−52.0% | Reduced |
| Rezny Wealth Management, Inc. | 925 | $417.0K | 0.14% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 926 | $418.0K | 0.01% | −583−38.6% | Reduced |
| Financial Life Advisors | 925 | $418.0K | 0.17% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 926 | $418.0K | 0.43% | +82+9.7% | Added |
| United Community Bank | 929 | $419.6K | 0.42% | −100−9.7% | Reduced |
| Fulcrum Capital LLC | 930 | $420.0K | 0.11% | −96−9.4% | Reduced |
| Curi Capital | 931 | $420.0K | 0.07% | +849+1,035.4% | Added |
| Coco Enterprises, LLC | 924 | $421.0K | 0.33% | +9+1.0% | Added |
| Beaton Management Co. Inc. | 939 | $424.0K | 0.26% | +349+59.2% | Added |
| Heron Financial Group, LLC | 939 | $424.0K | 0.22% | +939 | New |
| Topel & Distasi Wealth Management, LLC | 940 | $425.0K | 0.18% | +94+11.1% | Added |
| Greytown Advisors Inc. | 942 | $427.0K | 0.21% | 00.0% | Unchanged |