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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 1,671 | $746.0K | 0.17% | +156+10.3% | Added |
| Fca Corp | 1,654 | $747.0K | 0.26% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,654 | $747.0K | 0.15% | +21+1.3% | Added |
| Concord Wealth Partners | 1,661 | $750.0K | 0.19% | −22−1.3% | Reduced |
| Advocacy Wealth Management Services, LLC | 1,659 | $751.0K | 0.13% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 1,670 | $754.0K | 0.14% | +2+0.1% | Added |
| Altus Wealth Management, LLC | 1,671 | $755.0K | 0.52% | +107+6.8% | Added |
| Heritage Investors Management Corp | 1,675 | $756.0K | 0.03% | +700+71.8% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,677 | $757.0K | 0.23% | +133+8.6% | Added |
| FSB Premier Wealth Management, Inc. | 1,773 | $758.0K | 0.38% | +1,745+6,232.1% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,685 | $761.0K | 0.92% | −39−2.3% | Reduced |
| Strategic Asset Management, LLC | 1,687 | $762.0K | 1.08% | −734−30.3% | Reduced |
| Beacon Financial Group | 1,666 | $762.0K | 0.10% | +27+1.6% | Added |
| Awm Capital, LLC | 1,691 | $764.0K | 0.47% | +48+2.9% | Added |
| Jmac Enterprises LLC | 1,692 | $764.0K | 0.18% | +50+3.0% | Added |
| LifeGuide Financial Advisors, LLC | 1,694 | $765.0K | 0.59% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 1,699 | $767.3K | 0.41% | +10+0.6% | Added |
| Consilium Wealth Advisory, LLC | 1,704 | $769.0K | 0.55% | −334−16.4% | Reduced |
| Shufro Rose & Co LLC | 1,705 | $770.0K | 0.06% | +239+16.3% | Added |
| Powers Advisory Group, LLC | 1,707 | $771.0K | 0.54% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 1,868 | $772.0K | 0.12% | +1,100+143.2% | Added |
| Wealthstar Advisors, LLC | 1,712 | $775.0K | 0.29% | +73+4.5% | Added |
| Financial & Tax Architects, LLC | 1,717 | $775.5K | 0.29% | −12,264−87.7% | Reduced |
| Norris Perne & French LLP | 1,725 | $779.0K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,729 | $781.0K | 0.21% | +7+0.4% | Added |
| AllSquare Wealth Management LLC | 1,734 | $783.0K | 0.47% | −775−30.9% | Reduced |
| Ratio Wealth Group | 1,735 | $783.6K | 0.23% | −18−1.0% | Reduced |
| BancFirst Trust & Investment Management | 1,739 | $785.0K | 0.50% | +775+80.4% | Added |
| Blue Zone Wealth Advisors, LLC | 1,739 | $785.0K | 0.29% | +776+80.6% | Added |
| HighTower Trust Services, LTA | 1,741 | $787.0K | 0.08% | −239−12.1% | Reduced |
| Marino, Stram & Associates LLC | 1,747 | $789.0K | 0.25% | +2+0.1% | Added |
| Hemenway Trust Co LLC | 1,752 | $791.0K | 0.08% | −180−9.3% | Reduced |
| Fernwood Investment Management, LLC | 1,759 | $794.0K | 0.28% | +86+5.1% | Added |
| Worth Asset Management, LLC | 2,028 | $795.0K | 0.52% | +2,028 | New |
| CFO4Life Group, LLC | 1,763 | $796.0K | 0.17% | +1+0.1% | Added |
| Horan Capital Advisors, LLC. | 1,767 | $798.0K | 0.32% | +105+6.3% | Added |
| Triasima Portfolio Management inc. | 1,770 | $799.0K | 0.04% | −90−4.8% | Reduced |
| Papp L Roy & Associates | 1,781 | $805.0K | 0.10% | +9+0.5% | Added |
| Isthmus Partners, LLC | 1,787 | $807.0K | 0.13% | −1,332−42.7% | Reduced |
| Heritage Financial Services, LLC | 1,789 | $808.0K | 0.53% | +255+16.6% | Added |
| Websterrogers Financial Advisors, LLC | 1,786 | $809.0K | 0.41% | −107−5.7% | Reduced |
| Total Wealth Planning, LLC | 1,791 | $809.0K | 0.22% | +1,791 | New |
| Weatherly Asset Management L. P. | 1,795 | $811.0K | 0.09% | +73+4.2% | Added |
| Armstrong Henry H Associates Inc | 1,801 | $813.0K | 0.09% | −500−21.7% | Reduced |
| Clean Yield Group | 1,800 | $813.0K | 0.29% | 00.0% | Unchanged |
| tru Independence LLC | 1,807 | $815.0K | 0.22% | +129+7.7% | Added |
| Addison Advisors LLC | 1,807 | $816.0K | 0.45% | +736+68.7% | Added |
| Monograph Wealth Advisors, LLC | 1,803 | $817.0K | 0.21% | 00.0% | Unchanged |
| Lindenwold Advisors | 1,814 | $819.0K | 0.50% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 1,815 | $820.0K | 0.26% | −786−30.2% | Reduced |
| Goepper Burkhardt LLC | 1,818 | $821.0K | 0.50% | +553+43.7% | Added |
| Darwin Advisors, LLC | 1,820 | $822.0K | 0.14% | +27+1.5% | Added |
| Independent Advisor Alliance | 1,822 | $823.0K | 0.04% | −493−21.3% | Reduced |
| True Link Financial Advisors, LLC | 1,835 | $829.0K | 0.12% | +1,835 | New |
| Radnor Capital Management, LLC | 1,837 | $830.0K | 0.21% | 00.0% | Unchanged |
| Weil Company, Inc. | 1,840 | $831.0K | 0.42% | +1,840 | New |
| Sym Financial Corp | 1,842 | $832.0K | 0.36% | −8−0.4% | Reduced |
| Von Berge Wealth Management Group, LLC | 1,901 | $832.0K | 0.76% | +1+0.1% | Added |
| Liberty Capital Management, Inc. | 1,848 | $835.0K | 0.24% | +259+16.3% | Added |
| Paragon Capital Management Inc | 1,851 | $836.2K | 0.78% | +427+30.0% | Added |
| Rain Capital Management, LLC | 1,853 | $837.0K | 0.74% | +7+0.4% | Added |
| Cooper Financial Group | 1,854 | $837.0K | 0.32% | +147+8.6% | Added |
| Asset Planning Services Inc | 1,866 | $843.0K | 0.48% | +420+29.0% | Added |
| Eagle Asset Management Inc | 1,874 | $846.0K | 0.00% | −10,199−84.5% | Reduced |
| Sather Financial Group Inc | 1,874 | $846.0K | 0.07% | +60+3.3% | Added |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $847.0K | 0.52% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1,879 | $848.0K | 0.17% | −34−1.8% | Reduced |
| TriaGen Wealth Management LLC | 1,880 | $849.0K | 0.44% | −200−9.6% | Reduced |
| Sound Income Strategies, LLC | 1,885 | $851.0K | 0.10% | −576−23.4% | Reduced |
| ESL Trust Services, LLC | 1,889 | $853.0K | 0.26% | −122−6.1% | Reduced |
| IMA Wealth, Inc. | 1,893 | $855.0K | 0.20% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 1,897 | $859.0K | 0.48% | +252+15.3% | Added |
| Rosenblum Silverman Sutton S F Inc | 1,905 | $860.0K | 0.22% | +6+0.3% | Added |
| Reuter James Wealth Management, LLC | 1,914 | $864.0K | 0.34% | −224−10.5% | Reduced |
| Missouri Trust & Investment Co | 1,916 | $865.0K | 0.51% | −68−3.4% | Reduced |
| PrairieView Partners, LLC | 1,924 | $869.0K | 0.12% | +969+101.5% | Added |
| Saxon Interests, Inc. | 1,926 | $870.0K | 0.46% | +113+6.2% | Added |
| Vista Investment Management | 1,928 | $871.0K | 0.48% | −86−4.3% | Reduced |
| Stonebridge Capital Advisors LLC | 1,929 | $871.0K | 0.09% | +41+2.2% | Added |
| Nicollet Investment Management, Inc. | 1,930 | $872.0K | 0.39% | −168−8.0% | Reduced |
| Intergy Private Wealth, LLC | 1,934 | $873.0K | 0.61% | −2,813−59.3% | Reduced |
| Retirement Planning Group | 1,933 | $873.0K | 0.10% | +39+2.1% | Added |
| Tectonic Advisors LLC | 1,935 | $874.0K | 0.15% | −341−15.0% | Reduced |
| Mascoma Wealth Management LLC | 1,943 | $878.0K | 0.28% | −176−8.3% | Reduced |
| Elm Partners Management LLC | 1,944 | $878.0K | 0.11% | +503+34.9% | Added |
| ERn Financial, LLC | 1,946 | $879.0K | 0.19% | +109+5.9% | Added |
| Wallace Capital Management Inc. | 2,126 | $881.0K | 0.13% | +95+4.7% | Added |
| Breiter Capital Management Inc | 1,950 | $881.0K | 0.44% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,953 | $882.0K | 0.20% | +718+58.1% | Added |
| Little House Capital LLC | 1,962 | $886.0K | 0.45% | −4,299−68.7% | Reduced |
| Maple Capital Management, Inc. | 1,961 | $886.0K | 0.10% | −385−16.4% | Reduced |
| Vigilant Capital Management, LLC | 1,968 | $889.0K | 0.07% | −84−4.1% | Reduced |
| Axiom Advisory, LLC | 1,969 | $889.0K | 0.74% | −61−3.0% | Reduced |
| Alpha Omega Wealth Management LLC | 1,971 | $890.0K | 0.14% | +7+0.4% | Added |
| American Financial Advisors, LLC | 1,970 | $890.0K | 0.12% | +125+6.8% | Added |
| Encompass Wealth Advisors, LLC | 1,974 | $891.0K | 0.22% | +340+20.8% | Added |
| Pine Haven Investment Counsel, Inc | 1,975 | $892.0K | 0.87% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 1,981 | $896.0K | 0.22% | 00.0% | Unchanged |
| David Loasby | 2,011 | $900.0K | 0.12% | +72+3.7% | Added |
| Riverstone Advisors, LLC | 1,995 | $901.0K | 0.46% | −305−13.3% | Reduced |