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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Brewin Dolphin Ltd | 1,995 | $901.0K | 0.04% | −46−2.3% | Reduced |
| CNB Bank | 1,995 | $901.0K | 0.50% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 1,999 | $903.0K | 0.68% | −447−18.3% | Reduced |
| Howard Hughes Medical Institute | 2,000 | $903.0K | 0.40% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 2,000 | $903.0K | 0.37% | +115+6.1% | Added |
| Lincoln Capital Corp | 2,001 | $904.0K | 0.47% | −19−0.9% | Reduced |
| Security National Bank | 2,004 | $905.0K | 0.21% | −250−11.1% | Reduced |
| First National Bank | 2,005 | $905.0K | 0.83% | −53−2.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,009 | $907.0K | 0.45% | +293+17.1% | Added |
| TBH Global Asset Management, LLC | 2,020 | $912.0K | 0.19% | +48+2.4% | Added |
| Aft, Forsyth & Company, Inc. | 2,020 | $912.0K | 0.58% | +256+14.5% | Added |
| Peterson Wealth Services | 2,021 | $913.0K | 0.56% | +110+5.8% | Added |
| Holderness Investments Co | 2,022 | $913.0K | 0.30% | +791+64.3% | Added |
| 626 Financial, LLC | 2,024 | $914.0K | 0.59% | +10.0% | Added |
| Ategra Capital Management, LLC | 2,025 | $914.6K | 0.41% | −34−1.7% | Reduced |
| Hudson Value Partners, LLC | 2,025 | $915.0K | 0.47% | +255+14.4% | Added |
| Concentric Wealth Management, LLC | 2,029 | $916.0K | 0.26% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 2,030 | $917.0K | 0.13% | −145−6.7% | Reduced |
| Capital Counsel LLC | 2,030 | $917.0K | 0.04% | −66−3.1% | Reduced |
| First Command Bank | 2,030 | $917.0K | 0.13% | +115+6.0% | Added |
| Fortress Wealth Management, Inc. | 2,031 | $917.0K | 0.70% | +544+36.6% | Added |
| Front Street Capital Management, Inc. | 3,179 | $918.0K | 0.17% | −350−9.9% | Reduced |
| Theory Financial LLC | 2,035 | $919.0K | 0.61% | −3,550−63.6% | Reduced |
| Primoris Wealth Advisors, LLC | 2,044 | $923.0K | 0.86% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 2,052 | $927.0K | 0.35% | +248+13.7% | Added |
| Appleton Group, LLC | 2,056 | $929.0K | 1.29% | −666−24.5% | Reduced |
| JFG Wealth Management, LLC | 2,062 | $931.0K | 0.28% | +1,157+127.8% | Added |
| Viewpoint Capital Management LLC | 2,063 | $932.0K | 0.72% | +4+0.2% | Added |
| Southeast Asset Advisors Inc. | 2,066 | $933.0K | 0.12% | +209+11.3% | Added |
| Chapman Investment Management, LLC | 2,073 | $936.0K | 0.50% | −21−1.0% | Reduced |
| Confluence Wealth Services, Inc. | 2,077 | $938.0K | 0.34% | +18+0.9% | Added |
| Capital Financial Planning, LLC | 2,077 | $938.0K | 0.33% | +49+2.4% | Added |
| FourThought Financial, LLC | 2,095 | $942.0K | 0.12% | −27−1.3% | Reduced |
| Lawson Kroeker Investment Management Inc | 2,095 | $946.0K | 0.30% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 2,101 | $949.0K | 0.54% | +65+3.2% | Added |
| Mountain Pacific Investment Advisers Inc | 2,107 | $952.0K | 0.06% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 2,108 | $952.7K | 0.23% | −94−4.3% | Reduced |
| Poplar Forest Capital LLC | 2,112 | $954.0K | 0.10% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 2,114 | $955.0K | 1.12% | +8+0.4% | Added |
| Cassady Schiller Wealth Management, LLC | 2,114 | $955.0K | 0.46% | +262+14.1% | Added |
| Valtinson Bruner Financial Planning LLC | 2,187 | $958.0K | 0.55% | +43+2.0% | Added |
| Kraft Asset Management, LLC | 2,122 | $958.0K | 1.00% | 00.0% | Unchanged |
| Lantz Financial LLC | 2,123 | $959.0K | 0.39% | +169+8.6% | Added |
| X-Square Capital, LLC | 2,130 | $962.0K | 0.50% | −338−13.7% | Reduced |
| Fulton Bank, N.A. | 2,129 | $962.0K | 0.05% | −200−8.6% | Reduced |
| Yarger Wealth Strategies, LLC | 2,129 | $962.0K | 1.25% | −53−2.4% | Reduced |
| Karn, Couzens & Associates, Inc. | 2,133 | $963.0K | 0.61% | 00.0% | Unchanged |
| Northeast Investment Management | 2,132 | $963.0K | 0.05% | +40+1.9% | Added |
| First National Bank Sioux Falls | 2,136 | $964.0K | 1.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 2,135 | $964.0K | 0.75% | +5+0.2% | Added |
| Checchi Capital Advisers, LLC | 2,139 | $966.0K | 0.10% | +113+5.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,140 | $967.0K | 0.62% | +751+54.1% | Added |
| American Capital Management Inc | 2,145 | $969.0K | 0.03% | −150−6.5% | Reduced |
| Portfolio Solutions, LLC | 2,153 | $972.0K | 0.12% | 00.0% | Unchanged |
| Crosspoint Capital Strategies, LLC | 2,157 | $974.0K | 2.72% | +2,157 | New |
| Lewis Capital Management, LLC | 2,158 | $975.0K | 1.11% | −75−3.4% | Reduced |
| Alamar Capital Management, LLC | 2,164 | $977.0K | 0.82% | −56−2.5% | Reduced |
| Asset Planning Corporation | 2,162 | $977.0K | 0.85% | +3+0.1% | Added |
| Courage Miller Partners, LLC | 2,164 | $977.0K | 0.39% | +5+0.2% | Added |
| O'Rourke & Company, Inc | 2,168 | $979.0K | 0.67% | +233+12.0% | Added |
| ARS Wealth Advisors Group, LLC | 2,167 | $979.0K | 0.17% | +451+26.3% | Added |
| Clarity Financial LLC | 2,178 | $984.0K | 0.20% | −85,421−97.5% | Reduced |
| High Note Wealth, LLC | 2,179 | $984.0K | 0.35% | 00.0% | Unchanged |
| Resolute Financial, LLC | 2,179 | $984.0K | 0.80% | +877+67.4% | Added |
| Bourgeon Capital Management LLC | 2,186 | $987.0K | 0.22% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,195 | $992.0K | 0.15% | 00.0% | Unchanged |
| Stonnington Group, LLC | 2,258 | $993.0K | 0.24% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 2,200 | $993.6K | 0.69% | −240−9.8% | Reduced |
| Financial Council Asset Management Inc | 2,208 | $997.0K | 1.21% | +29+1.3% | Added |
| Live Oak Private Wealth LLC | 2,209 | $998.0K | 0.19% | −220−9.1% | Reduced |
| Addenda Capital Inc. | 2,205 | $998.0K | 0.04% | +2,205 | New |
| Greenup Street Wealth Management LLC | 2,211 | $999.0K | 0.56% | −7,099−76.3% | Reduced |
| Long Road Investment Counsel, LLC | 2,219 | $1.00M | 0.45% | +190+9.4% | Added |
| Premier Asset Management LLC | 2,220 | $1.00M | 0.31% | −1,070−32.5% | Reduced |
| Wells Trecaso Financial Group, LLC | 2,220 | $1.00M | 0.45% | +10+0.5% | Added |
| Buffington Mohr McNeal | 2,222 | $1.00M | 0.19% | −30−1.3% | Reduced |
| Leisure Capital Management | 2,235 | $1.01M | 0.51% | −222−9.0% | Reduced |
| Matthew Goff Investment Advisor, LLC | 2,236 | $1.01M | 0.24% | 00.0% | Unchanged |
| Strid Group, LLC | 2,232 | $1.01M | 0.21% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,238 | $1.01M | 0.32% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 2,238 | $1.01M | 0.88% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 2,244 | $1.01M | 0.16% | 00.0% | Unchanged |
| JustInvest LLC | 2,247 | $1.01M | 0.05% | −1,440−39.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,247 | $1.01M | 0.24% | −48−2.1% | Reduced |
| Sterling Manor Financial, LLC | 2,247 | $1.01M | 0.81% | −44−1.9% | Reduced |
| KB Financial Partners, LLC | 2,250 | $1.02M | 0.28% | −313−12.2% | Reduced |
| Philadelphia Trust Co | 2,249 | $1.02M | 0.08% | −2−0.1% | Reduced |
| Secure Asset Management, LLC | 2,262 | $1.02M | 0.46% | +1,588+235.6% | Added |
| Widmann Financial Services, Inc. | 2,265 | $1.02M | 0.91% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 2,475 | $1.02M | 0.16% | +2,475 | New |
| Counterpoint Mutual Funds LLC | 2,270 | $1.02M | 0.79% | 00.0% | Unchanged |
| Parthenon LLC | 2,272 | $1.03M | 0.15% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 2,278 | $1.03M | 0.24% | −2,111−48.1% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,279 | $1.03M | 0.63% | +19+0.8% | Added |
| Fundamentun, LLC | 2,282 | $1.03M | 0.17% | −64−2.7% | Reduced |
| WESPAC Advisors, LLC | 2,283 | $1.03M | 1.12% | +667+41.3% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,286 | $1.03M | 0.38% | −4,860−68.0% | Reduced |
| Capital CS Group, LLC | 2,286 | $1.03M | 0.90% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 2,288 | $1.03M | 0.67% | +61+2.7% | Added |
| Assetmark, Inc | 2,291 | $1.03M | 0.00% | +1,460+175.7% | Added |