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 |
|---|---|---|---|---|---|
| Planning Center, Inc. | 946 | $427.0K | 1.23% | +20+2.2% | Added |
| VisionPoint Advisory Group, LLC | 1,092 | $428.0K | 0.20% | −974−47.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 952 | $429.0K | 0.15% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 955 | $431.0K | 0.27% | +10+1.1% | Added |
| Abbot Financial Management, Inc. | 957 | $432.0K | 0.21% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 1,054 | $434.0K | 0.24% | 00.0% | Unchanged |
| Essex LLC | 961 | $434.0K | 0.12% | 00.0% | Unchanged |
| Investors Research Corp | 966 | $436.0K | 0.12% | −11−1.1% | Reduced |
| Key Financial Inc | 966 | $436.0K | 0.22% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 967 | $437.0K | 0.41% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 971 | $439.0K | 0.04% | −637−39.6% | Reduced |
| Tanglewood Wealth Management, Inc. | 973 | $439.0K | 0.07% | −166−14.6% | Reduced |
| McRae Capital Management Inc | 972 | $439.0K | 0.10% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 971 | $439.0K | 0.14% | +39+4.2% | Added |
| Cannon Financial Strategists, Inc. | 973 | $439.4K | 0.16% | +103+11.8% | Added |
| TD Capital Management LLC | 977 | $441.0K | 0.05% | +4+0.4% | Added |
| Bluesphere Advisors, LLC | 976 | $441.0K | 0.37% | +80+8.9% | Added |
| Tanager Wealth Management LLP | 979 | $443.0K | 0.33% | +450+85.1% | Added |
| EagleClaw Capital Managment, LLC | 985 | $445.0K | 0.10% | −500−33.7% | Reduced |
| Meridian Wealth Partners, LLC | 987 | $446.0K | 0.09% | 00.0% | Unchanged |
| Sicart Associates LLC | 987 | $446.0K | 0.12% | +447+82.8% | Added |
| Solidarilty Wealth, LLC | 1,003 | $446.0K | 0.25% | +1,003 | New |
| Wellington Shields Capital Management, LLC | 993 | $448.0K | 0.05% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 992 | $448.0K | 0.42% | 00.0% | Unchanged |
| Sara-Bay Financial | 992 | $448.0K | 0.18% | +992 | New |
| Mechanics Financial Corp | 995 | $449.0K | 0.23% | −47−4.5% | Reduced |
| Financial Sense Advisors, Inc. | 997 | $450.0K | 0.17% | −612−38.0% | Reduced |
| Pacific Center for Financial Services | 997 | $450.0K | 0.16% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 997 | $450.0K | 0.18% | +14+1.4% | Added |
| Athena Investment Management | 1,006 | $450.0K | 0.35% | +1,006 | New |
| Acima Private Wealth, LLC | 999 | $451.0K | 0.21% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 1,000 | $452.0K | 0.01% | 00.0% | Unchanged |
| Capital Management Corp | 1,000 | $452.0K | 0.10% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,000 | $452.0K | 0.47% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,000 | $452.0K | 0.09% | +108+12.1% | Added |
| Sawgrass Asset Management LLC | 1,001 | $452.0K | 0.05% | +1,001 | New |
| Crestline Management, LP | 1,000 | $452.0K | 0.06% | +1,000 | New |
| Fifth Lane Capital, LP | 1,000 | $452.0K | 0.27% | +1,000 | New |
| Outlook Wealth Advisors, LLC | 1,006 | $454.0K | 0.15% | −40−3.8% | Reduced |
| Stone Asset Management Inc. | 1,006 | $454.0K | 0.25% | −33−3.2% | Reduced |
| Intellectus Partners, LLC | 1,002 | $454.0K | 0.14% | +172+20.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,007 | $455.0K | 0.15% | +295+41.4% | Added |
| Keystone Wealth Partners | 1,010 | $456.0K | 0.21% | −77−7.1% | Reduced |
| IMS Capital Management | 1,009 | $456.0K | 0.24% | −64−6.0% | Reduced |
| Eastover Investment Advisors LLC | 1,010 | $456.0K | 0.24% | −47−4.4% | Reduced |
| FirstPurpose Wealth LLC | 1,012 | $457.0K | 0.36% | −188−15.7% | Reduced |
| KWMG, LLC | 1,014 | $458.0K | 0.06% | −18−1.7% | Reduced |
| HFR Wealth Management, LLC | 1,014 | $458.0K | 0.12% | 00.0% | Unchanged |
| Foster Group, Inc. | 1,017 | $459.0K | 0.04% | −215−17.5% | Reduced |
| Astoria Strategic Wealth, Inc. | 1,016 | $459.0K | 0.18% | +11+1.1% | Added |
| Compass Capital Management, Inc | 1,015 | $459.0K | 0.03% | +103+11.3% | Added |
| Sage Investment Advisers LLC | 1,018 | $460.0K | 0.61% | +1+0.1% | Added |
| Sentinel Pension Advisors Inc | 1,022 | $461.0K | 0.16% | −325−24.1% | Reduced |
| BTG Pactual Global Asset Management Ltd | 1,020 | $461.0K | 0.45% | +1,020 | New |
| Silver Lake Advisory, LLC | 1,024 | $462.0K | 0.22% | +2+0.2% | Added |
| Eudaimonia Advisors LLC | 1,023 | $462.0K | 0.27% | +145+16.5% | Added |
| Congress Park Capital LLC | 1,022 | $462.0K | 0.24% | +500+95.8% | Added |
| Cornerstone Capital, Inc. | 1,028 | $464.0K | 0.05% | −123−10.7% | Reduced |
| Kensington Investment Counsel, LLC | 1,028 | $464.0K | 0.31% | +1,028 | New |
| Washington Trust Bank | 1,029 | $465.0K | 0.05% | −8−0.8% | Reduced |
| Integrated Investment Consultants, LLC | 1,030 | $465.0K | 0.13% | 00.0% | Unchanged |
| TPG Financial Advisors, LLC | 1,030 | $465.0K | 0.28% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,030 | $465.0K | 0.22% | +158+18.1% | Added |
| Opus Capital Group, LLC | 1,033 | $467.0K | 0.09% | +29+2.9% | Added |
| Fort Pitt Capital Group, LLC | 1,036 | $468.0K | 0.02% | −4,416−81.0% | Reduced |
| Charter Trust Co | 1,036 | $468.0K | 0.04% | −311−23.1% | Reduced |
| Alaethes Wealth LLC | 1,040 | $470.0K | 0.30% | 00.0% | Unchanged |
| Sadoff Investment Management LLC | 1,045 | $472.0K | 0.03% | −244−18.9% | Reduced |
| Gleason Group, Inc. | 1,047 | $473.0K | 0.14% | +4+0.4% | Added |
| KCS Wealth Advisory | 1,049 | $474.0K | 0.22% | −33−3.0% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 1,051 | $475.0K | 0.00% | +143+15.7% | Added |
| Guardian Wealth Advisors, LLC | 1,051 | $476.0K | 0.21% | +86+8.9% | Added |
| Hazlett, Burt & Watson, Inc. | 1,052 | $476.0K | 0.38% | +1,052 | New |
| Clarus Group, Inc. | 1,054 | $476.0K | 0.32% | +1,054 | New |
| KRS Capital Management, LLC | 1,057 | $477.0K | 0.52% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 1,058 | $478.0K | 0.39% | −133−11.2% | Reduced |
| Columbus Macro, LLC | 1,059 | $478.0K | 0.16% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 1,099 | $481.0K | 0.23% | −22−2.0% | Reduced |
| Advance Capital Management, Inc. | 1,068 | $482.0K | 0.06% | +24+2.3% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,076 | $486.0K | 0.29% | +2+0.2% | Added |
| Mastrapasqua Asset Management Inc | 1,083 | $489.0K | 0.05% | +1,083 | New |
| Advus Financial Partners, LLC | 1,085 | $490.0K | 0.25% | +1,085 | New |
| Day & Ennis, LLC | 1,086 | $491.0K | 0.16% | −43−3.8% | Reduced |
| Davis-Rea Ltd. | 727 | $492.0K | 0.26% | −611−45.7% | Reduced |
| WealthTrust Axiom LLC | 1,091 | $492.0K | 0.15% | +7+0.6% | Added |
| C M Bidwell & Associates Ltd | 1,093 | $494.0K | 0.32% | 00.0% | Unchanged |
| jvl associates llc | 1,094 | $494.0K | 0.31% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 1,095 | $495.0K | 0.11% | −13−1.2% | Reduced |
| Monarch Capital Management Inc | 1,097 | $495.0K | 0.13% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 1,100 | $497.0K | 0.37% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,102 | $498.0K | 0.16% | −8−0.7% | Reduced |
| S&T Bank | 1,104 | $499.0K | 0.08% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,112 | $502.0K | 0.10% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,171 | $502.0K | 0.13% | +119+11.3% | Added |
| Bruderman Asset Management, LLC | 1,114 | $503.0K | 0.76% | −1,601−59.0% | Reduced |
| Campbell Newman Asset Management Inc | 1,115 | $504.0K | 0.05% | −175−13.6% | Reduced |
| Briaud Financial Planning, Inc | 1,119 | $505.0K | 0.29% | −637−36.3% | Reduced |
| GHP Investment Advisors, Inc. | 1,119 | $505.0K | 0.03% | +72+6.9% | Added |
| Private Management Group Inc | 1,120 | $506.0K | 0.02% | −20−1.8% | Reduced |
| Lederer & Associates Investment Counsel | 1,120 | $506.0K | 0.31% | 00.0% | Unchanged |