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 |
|---|---|---|---|---|---|
| Opes Wealth Management LLC | 1,120 | $506.0K | 0.16% | 00.0% | Unchanged |
| TTP Investments, Inc. | 1,121 | $506.0K | 0.51% | +4+0.4% | Added |
| Roof Eidam & Maycock | 1,121 | $506.0K | 0.16% | +20+1.8% | Added |
| London Co of Virginia | 1,123 | $507.0K | 0.00% | −1,741−60.8% | Reduced |
| Karp Capital Management Corp | 1,125 | $508.0K | 0.07% | −209−15.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,128 | $509.0K | 0.06% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 1,127 | $509.0K | 0.32% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,130 | $511.0K | 0.34% | 00.0% | Unchanged |
| JCP Investment Management, LLC | 1,136 | $513.0K | 0.36% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 1,144 | $517.0K | 0.16% | −526−31.5% | Reduced |
| Morris Retirement Advisors, LLC | 1,145 | $517.0K | 0.39% | −418−26.7% | Reduced |
| Orleans Capital Management Corp | 1,144 | $517.0K | 0.32% | −130−10.2% | Reduced |
| Key Square Capital Management LLC | 1,144 | $517.0K | 0.21% | +1,144 | New |
| HT Partners LLC | 1,150 | $519.0K | 0.16% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 1,151 | $520.0K | 0.26% | −3,650−76.0% | Reduced |
| McMahon Financial Advisors, LLC | 1,154 | $521.0K | 0.17% | −647−35.9% | Reduced |
| Trust Co | 1,158 | $523.0K | 0.10% | −165−12.5% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,157 | $523.0K | 0.22% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 1,160 | $524.0K | 0.10% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,160 | $524.0K | 0.04% | +165+16.6% | Added |
| Oarsman Capital, Inc. | 1,162 | $525.0K | 0.21% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 1,165 | $526.0K | 0.16% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,156 | $528.0K | 0.32% | +1+0.1% | Added |
| Bordeaux Wealth Advisors LLC | 1,175 | $531.0K | 0.29% | +19+1.6% | Added |
| Liberty Wealth Management LLC | 1,179 | $532.0K | 0.19% | – | – |
| Fountainhead AM, LLC | 1,178 | $532.0K | 0.24% | −4−0.3% | Reduced |
| Souders Financial Advisors | 1,179 | $533.0K | 0.15% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 1,179 | $533.0K | 0.27% | +4+0.3% | Added |
| Doliver Advisors, LP | 1,180 | $533.0K | 0.17% | +367+45.1% | Added |
| Telos Capital Management, Inc. | 1,186 | $536.0K | 0.07% | −45−3.7% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 1,188 | $537.0K | 0.37% | +56+4.9% | Added |
| Maripau Wealth Management LLC | 1,253 | $538.0K | 0.49% | +384+44.2% | Added |
| Hall Capital Management Co Inc | 1,193 | $539.0K | 0.32% | −107−8.2% | Reduced |
| Willow Creek Wealth Management Inc. | 1,193 | $539.0K | 0.11% | −3−0.3% | Reduced |
| Intelligent Financial Strategies | 1,194 | $539.0K | 0.53% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,134 | $539.0K | 0.31% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,201 | $542.4K | 0.44% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 1,204 | $543.0K | 0.60% | −1,501−55.5% | Reduced |
| Carl P. Sherr & Co., LLC | 1,204 | $544.0K | 0.37% | −774−39.1% | Reduced |
| Holistic Financial Partners | 1,207 | $545.0K | 0.35% | +57+5.0% | Added |
| Spinnaker Investment Group, LLC | 1,180 | $545.0K | 0.18% | +34+3.0% | Added |
| N.E.W. Advisory Services LLC | 1,379 | $547.0K | 0.10% | +94+7.3% | Added |
| Smart Portfolios, LLC | 1,218 | $550.0K | 0.87% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 1,219 | $551.0K | 0.38% | 00.0% | Unchanged |
| Claremont Financial Group, Inc. | 1,233 | $553.0K | 2.36% | +1,113+927.5% | Added |
| Galvin, Gaustad & Stein, LLC | 1,225 | $553.0K | 0.05% | −57−4.4% | Reduced |
| Morse Asset Management, Inc | 1,224 | $553.0K | 0.14% | +3+0.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,224 | $553.0K | 0.04% | +199+19.4% | Added |
| Crabel Capital Management, LLC | 1,230 | $556.0K | 0.17% | −885−41.8% | Reduced |
| Richard P Slaughter Associates Inc | 1,234 | $557.0K | 0.21% | −5,926−82.8% | Reduced |
| Norwood Financial Corp | 1,232 | $557.0K | 0.81% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,234 | $557.0K | 0.34% | +64+5.5% | Added |
| NovaPoint Capital, LLC | 1,242 | $561.0K | 0.20% | +19+1.6% | Added |
| Brightworth | 1,243 | $561.0K | 0.06% | +253+25.6% | Added |
| Crew Capital Management, Ltd. | 1,245 | $562.0K | 0.54% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,245 | $562.0K | 0.38% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,246 | $563.0K | 0.02% | −3,250−72.3% | Reduced |
| SJS Investment Consulting Inc. | 1,246 | $563.0K | 0.17% | +26+2.1% | Added |
| One Charles Private Wealth Services, LLC | 1,246 | $563.0K | 0.35% | +99+8.6% | Added |
| Ardent Capital Management, Inc. | 1,251 | $565.0K | 0.38% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 1,255 | $567.0K | 0.32% | 00.0% | Unchanged |
| Exeter Financial, LLC | 1,256 | $567.0K | 0.31% | −2−0.2% | Reduced |
| America First Investment Advisors, LLC | 1,258 | $568.0K | 0.16% | +2+0.2% | Added |
| Ipswich Investment Management Co., Inc. | 1,262 | $570.0K | 0.14% | 00.0% | Unchanged |
| American Research & Management Co. | 1,270 | $574.0K | 0.13% | −126−9.0% | Reduced |
| Western Pacific Wealth Management, LP | 1,275 | $575.0K | 0.42% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,280 | $578.0K | 0.09% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,281 | $579.0K | 0.26% | −45−3.4% | Reduced |
| PSI Advisors, LLC | 1,287 | $581.0K | 0.24% | −196−13.2% | Reduced |
| AAFCPAs Wealth Management, LLC | 1,290 | $582.8K | 0.38% | +173+15.5% | Added |
| Jackson Hole Capital Partners, LLC | 1,291 | $583.0K | 0.17% | −92−6.7% | Reduced |
| Harbor Group, Inc. | 1,292 | $583.0K | 0.37% | −58−4.3% | Reduced |
| Arcadia Investment Management Corp | 1,294 | $584.0K | 0.11% | +15+1.2% | Added |
| Ensign Peak Advisors, Inc | 1,305 | $589.0K | 0.00% | −235,775−99.4% | Reduced |
| Summit X, LLC | 1,317 | $596.0K | 0.15% | −119−8.3% | Reduced |
| HC Financial Advisors Inc | 1,322 | $597.0K | 0.36% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,324 | $598.0K | 0.21% | +481+57.1% | Added |
| Legacy Wealth Planning, LLC | 1,328 | $600.0K | 0.71% | −247−15.7% | Reduced |
| Johnson Financial Group, LLC | 12,523 | $600.0K | 0.10% | +12,523 | New |
| Dock Street Asset Management Inc | 1,330 | $601.0K | 0.11% | −8−0.6% | Reduced |
| Gradient Capital Advisors, LLC | 1,331 | $601.0K | 0.25% | +35+2.7% | Added |
| Bluestem Financial Advisors, LLC | 1,333 | $602.0K | 0.38% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 1,336 | $603.0K | 0.31% | −6−0.4% | Reduced |
| Cordasco Financial Network | 1,337 | $604.0K | 0.39% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,347 | $608.0K | 0.15% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 1,348 | $609.0K | 0.49% | +858+175.1% | Added |
| Dentgroup LLC | 1,356 | $612.0K | 0.59% | +5+0.4% | Added |
| Traphagen Investment Advisors LLC | 1,766 | $612.6K | 0.10% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,360 | $614.0K | 0.39% | +1+0.1% | Added |
| ForthRight Wealth Management, LLC | 1,361 | $615.0K | 0.32% | +7+0.5% | Added |
| Karpus Management, Inc. | 1,370 | $619.0K | 0.02% | −15−1.1% | Reduced |
| Buckhead Capital Management LLC | 1,370 | $619.0K | 0.13% | −4−0.3% | Reduced |
| Monterey Private Wealth, Inc. | 1,352 | $620.0K | 0.30% | −21−1.5% | Reduced |
| State of Wyoming | 1,377 | $622.0K | 0.31% | +695+101.9% | Added |
| STRS Ohio | 1,380 | $623.0K | 0.00% | −1,150−45.5% | Reduced |
| TFG Advisers LLC | 1,384 | $625.0K | 0.29% | −9−0.6% | Reduced |
| Prudential PLC | 1,390 | $628.0K | 0.01% | −5,570−80.0% | Reduced |
| Horan Securities, Inc. | 1,390 | $628.0K | 0.37% | +24+1.8% | Added |
| Etfidea, LLC | 1,391 | $628.2K | 0.27% | −161−10.4% | Reduced |
| Falcon Wealth Planning | 1,393 | $629.0K | 0.20% | +63+4.7% | Added |