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
- +8 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
- 173
- 1,292 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 |
|---|---|---|---|---|---|
| Poehling Capital Management, LLC | 1,396 | $630.0K | 0.19% | +1,396 | New |
| Nkcfo LLC | 1,400 | $632.0K | 0.20% | −400−22.2% | Reduced |
| D'Orazio & Associates, Inc. | 1,398 | $632.0K | 0.15% | −100−6.7% | Reduced |
| Platte River Wealth Advisors, LLC | 1,401 | $633.0K | 0.23% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 1,423 | $633.0K | 0.32% | +119+9.1% | Added |
| Beacon Wealthcare LLC | 1,403 | $634.0K | 0.31% | +3+0.2% | Added |
| Wiser Wealth Management, Inc | 1,404 | $634.0K | 0.30% | +115+8.9% | Added |
| Stegner Investment Associates Inc. | 1,406 | $635.0K | 0.50% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 1,406 | $635.0K | 0.20% | −23−1.6% | Reduced |
| Burton Enright Welch | 1,412 | $637.5K | 0.35% | +20+1.4% | Added |
| Great Point Wealth Advisors, LLC | 1,413 | $638.0K | 0.20% | −259−15.5% | Reduced |
| Everhart Financial Group, Inc. | 1,416 | $639.0K | 0.37% | +43+3.1% | Added |
| Newton One Investments LLC | 1,418 | $640.0K | 0.47% | 00.0% | Unchanged |
| Family Firm, Inc. | 1,421 | $642.0K | 0.17% | +3+0.2% | Added |
| Wade Financial Advisory, Inc | 1,430 | $646.0K | 0.28% | −34−2.3% | Reduced |
| TRH Financial, LLC | 1,431 | $646.0K | 0.19% | +16+1.1% | Added |
| Marotta Asset Management | 1,432 | $646.7K | 0.15% | 00.0% | Unchanged |
| RS Crum Inc. | 1,434 | $647.0K | 0.37% | +5+0.3% | Added |
| MinichMacGregor Wealth Management, LLC | 1,439 | $649.0K | 0.21% | +37+2.6% | Added |
| Thomas Story & Son LLC | 1,444 | $652.0K | 0.26% | −211−12.7% | Reduced |
| Thomasville National Bank | 1,443 | $652.0K | 0.06% | −15−1.0% | Reduced |
| Colonial Trust Advisors | 1,450 | $655.0K | 0.08% | 00.0% | Unchanged |
| Betterment LLC | 1,451 | $655.0K | 0.00% | +194+15.4% | Added |
| GFG Capital, LLC | 1,452 | $656.0K | 0.19% | −1,214−45.5% | Reduced |
| Intelligence Driven Advisers, LLC | 1,465 | $657.0K | 0.12% | −2,039−58.2% | Reduced |
| Bryant Woods Investment Advisors, LLC | 1,455 | $657.0K | 0.53% | −42−2.8% | Reduced |
| DDD Partners, LLC | 1,456 | $657.0K | 0.09% | +254+21.1% | Added |
| Wall Capital Group, Inc. | 1,456 | $658.0K | 0.27% | −1,231−45.8% | Reduced |
| Coastal Capital Group, Inc. | 1,457 | $658.0K | 0.15% | +14+1.0% | Added |
| LifePro Asset Management | 1,460 | $659.0K | 0.24% | +211+16.9% | Added |
| Diligent Investors, LLC | 1,461 | $660.0K | 0.19% | +493+50.9% | Added |
| Wolff Financial Management LLC | 1,464 | $661.0K | 0.26% | +1+0.1% | Added |
| Cape Ann Savings Bank | 1,466 | $662.0K | 0.44% | +150+11.4% | Added |
| Zevin Asset Management LLC | 1,469 | $663.0K | 0.13% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 1,468 | $663.0K | 0.67% | +307+26.4% | Added |
| Aberdeen Wealth Management LLC | 1,470 | $664.0K | 0.45% | −20,476−93.3% | Reduced |
| Oribel Capital Management, LP | 1,470 | $664.0K | 0.13% | +1,470 | New |
| Regatta Capital Group, LLC | 1,473 | $665.0K | 0.23% | +16+1.1% | Added |
| Frisch Financial Group, Inc. | 1,476 | $667.0K | 0.21% | −1,072−42.1% | Reduced |
| Fenimore Asset Management Inc | 1,477 | $667.0K | 0.02% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,484 | $670.0K | 0.96% | −193−11.5% | Reduced |
| Main Street Research LLC | 1,487 | $671.0K | 0.06% | +487+48.7% | Added |
| Financial Planning & Information Services, Inc. | 1,488 | $672.0K | 0.15% | +6+0.4% | Added |
| PAX Financial Group, LLC | 1,498 | $677.0K | 0.16% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 1,502 | $679.0K | 0.36% | +345+29.8% | Added |
| National Wealth Management Group, LLC | 1,505 | $679.6K | 0.66% | +926+159.9% | Added |
| Balentine LLC | 1,505 | $680.0K | 0.02% | −885−37.0% | Reduced |
| Retirement Solution Inc. | 1,507 | $680.0K | 0.30% | +701+87.0% | Added |
| TFC Financial Management | 1,507 | $681.0K | 0.19% | −246−14.0% | Reduced |
| CVA Family Office, LLC | 1,510 | $682.0K | 0.16% | −49−3.1% | Reduced |
| Adamsbrown Wealth Consultants LLC | 1,512 | $683.0K | 0.54% | −194−11.4% | Reduced |
| Schwab Charitable Fund | 1,519 | $686.0K | 0.07% | −961−38.8% | Reduced |
| WFA of San Diego, LLC | 1,518 | $686.0K | 0.52% | −25−1.6% | Reduced |
| Aire Advisors, LLC | 1,519 | $686.0K | 0.24% | +325+27.2% | Added |
| WoodTrust Financial Corp | 1,527 | $690.0K | 0.14% | +412+37.0% | Added |
| McDonough Capital Management, Inc | 1,533 | $692.0K | 0.60% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 1,533 | $692.0K | 0.06% | +570+59.2% | Added |
| Greenwood Gearhart Inc | 1,537 | $694.0K | 0.10% | +166+12.1% | Added |
| Financial Management Network Inc | 1,521 | $695.0K | 0.35% | −11−0.7% | Reduced |
| Oak Harvest Investment Services | 1,545 | $698.0K | 0.17% | −233−13.1% | Reduced |
| Allen Capital Group, LLC | 1,546 | $698.0K | 0.13% | +1,421+1,136.8% | Added |
| Tandem Investment Advisors, Inc. | 1,547 | $699.0K | 0.04% | −353−18.6% | Reduced |
| Doheny Asset Management | 1,550 | $700.0K | 0.51% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 1,550 | $700.0K | 0.26% | +2+0.1% | Added |
| Hyperion Capital Advisors LP | 1,549 | $700.0K | 0.27% | +245+18.8% | Added |
| Eagle Bluffs Wealth Management LLC | 1,554 | $702.0K | 0.68% | 00.0% | Unchanged |
| Landaas & Co | 1,486 | $706.0K | 0.38% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 1,720 | $708.0K | 0.49% | −75−4.2% | Reduced |
| Financial Network Wealth Management LLC | 1,568 | $708.0K | 0.37% | +111+7.6% | Added |
| HighMark Wealth Management LLC | 1,570 | $709.0K | 0.47% | +21+1.4% | Added |
| Family Capital Trust Co | 1,576 | $712.0K | 0.23% | −466−22.8% | Reduced |
| Colonial River Wealth Management, LLC | 1,579 | $713.0K | 0.41% | +827+110.0% | Added |
| Red Door Wealth Management, LLC | 1,583 | $714.0K | 0.24% | +417+35.8% | Added |
| Integrity Financial Corp | 1,583 | $715.0K | 0.59% | −952−37.6% | Reduced |
| Northwest Investment Counselors, LLC | 1,586 | $716.0K | 0.19% | +8+0.5% | Added |
| HYA Advisors, Inc | 1,589 | $718.0K | 0.25% | −36−2.2% | Reduced |
| Alta Capital Management LLC | 1,592 | $719.0K | 0.04% | −13,127−89.2% | Reduced |
| First National Bank of South Miami | 1,593 | $719.0K | 0.43% | −23−1.4% | Reduced |
| Trevian Wealth Management LLC | 1,595 | $720.0K | 0.70% | +279+21.2% | Added |
| Thrive Capital Management, LLC | 1,599 | $722.0K | 0.44% | −1,048−39.6% | Reduced |
| Crossmark Global Holdings, Inc. | 1,602 | $724.0K | 0.02% | −10,055−86.3% | Reduced |
| PFG Private Wealth Management, LLC | 1,603 | $724.0K | 0.37% | −706−30.6% | Reduced |
| Independent Investors Inc | 1,611 | $728.0K | 0.16% | 00.0% | Unchanged |
| Ethic Inc. | 1,613 | $728.0K | 0.05% | +279+20.9% | Added |
| Brasada Capital Management, LP | 1,612 | $728.0K | 0.14% | +1,612 | New |
| Abner Herrman & Brock LLC | 1,616 | $730.0K | 0.10% | −30−1.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,617 | $730.0K | 0.37% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,619 | $731.0K | 0.37% | −16−1.0% | Reduced |
| Phocas Financial Corp. | 1,624 | $733.0K | 0.09% | −246−13.2% | Reduced |
| Aufman Associates Inc | 1,627 | $735.0K | 0.58% | −24−1.5% | Reduced |
| Wilson & Boucher Capital Management, LLC | 1,627 | $735.0K | 0.67% | −9−0.6% | Reduced |
| Probity Advisors, Inc. | 1,630 | $736.0K | 0.15% | −149−8.4% | Reduced |
| Chemistry Wealth Management LLC | 1,633 | $738.0K | 0.25% | −11,904−87.9% | Reduced |
| Maxele Advisors, LLC | 1,635 | $738.4K | 0.92% | −176−9.7% | Reduced |
| Autus Asset Management, LLC | 1,639 | $740.0K | 0.11% | −240−12.8% | Reduced |
| Cypress Asset Management Inc | 1,639 | $740.0K | 0.22% | −180−9.9% | Reduced |
| Straight Path Wealth Management | 1,638 | $740.0K | 0.63% | +89+5.7% | Added |
| NTB Financial Corp | 1,642 | $741.0K | 0.53% | +104+6.8% | Added |
| Finer Wealth Management, Inc. | 1,642 | $742.0K | 0.61% | +26+1.6% | Added |
| Austin Private Wealth, LLC | 1,650 | $745.0K | 0.15% | +239+16.9% | Added |