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 |
|---|---|---|---|---|---|
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 26,753 | $12.0M | 4.90% | +785+3.0% | Added |
| Mission Wealth Management, LP | 26,344 | $11.9M | 0.56% | +727+2.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 26,325 | $11.9M | 5.52% | −2,512−8.7% | Reduced |
| BKD Wealth Advisors, LLC | 26,218 | $11.8M | 0.50% | −455−1.7% | Reduced |
| Stordahl Capital Management, Inc. | 26,197 | $11.8M | 4.39% | −200−0.8% | Reduced |
| AlphaMark Advisors, LLC | 26,183 | $11.8M | 4.38% | +853+3.4% | Added |
| O'Shaughnessy Asset Management, LLC | 26,149 | $11.8M | 0.20% | +3,065+13.3% | Added |
| Transcend Wealth Collective, LLC | 26,136 | $11.8M | 1.06% | +823+3.3% | Added |
| Round Table Services, LLC | 25,956 | $11.7M | 1.96% | −3,474−11.8% | Reduced |
| Schnieders Capital Management LLC | 25,903 | $11.7M | 2.79% | +376+1.5% | Added |
| Newfound Research LLC | 25,897 | $11.7M | 15.21% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 25,817 | $11.7M | 2.52% | −729−2.7% | Reduced |
| Blue Edge Capital, LLC | 25,736 | $11.6M | 2.33% | +354+1.4% | Added |
| Wealth Architects, LLC | 25,735 | $11.6M | 1.98% | +49+0.2% | Added |
| Castleview Partners, LLC | 25,720 | $11.6M | 7.23% | −9,455,906−99.7% | Reduced |
| Boston Financial Mangement LLC | 25,631 | $11.6M | 0.44% | +2,093+8.9% | Added |
| TKG Advisors, LLC | 25,440 | $11.5M | 9.21% | +1,828+7.7% | Added |
| Pathway Financial Advisors LLC | 25,429 | $11.5M | 4.30% | −1,109−4.2% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 25,426 | $11.5M | 0.41% | +6,082+31.4% | Added |
| Barrett Asset Management, LLC | 25,376 | $11.5M | 0.48% | −1,823−6.7% | Reduced |
| Royal Fund Management, LLC | 25,357 | $11.5M | 1.67% | −23−0.1% | Reduced |
| Umb Bank N A | 25,332 | $11.4M | 0.15% | −22−0.1% | Reduced |
| Sowell Financial Services LLC | 25,966 | $11.4M | 2.00% | −14,172−35.3% | Reduced |
| Systematic Alpha Investments, LLC | 25,170 | $11.4M | 0.55% | 00.0% | Unchanged |
| SFMG, LLC | 25,136 | $11.4M | 1.12% | −1,046−4.0% | Reduced |
| Grimes & Company, Inc. | 25,132 | $11.4M | 0.59% | −1,887−7.0% | Reduced |
| Fiducient Advisors LLC | 25,073 | $11.3M | 4.28% | +1,081+4.5% | Added |
| Bouchey Financial Group Ltd | 25,066 | $11.3M | 1.52% | −175−0.7% | Reduced |
| Shaolin Capital Management LLC | 25,000 | $11.3M | 0.28% | −146,000−85.4% | Reduced |
| Mass Ave Global Inc. | 25,000 | $11.3M | 4.40% | +25,000 | New |
| Optimum Investment Advisors | 24,994 | $11.3M | 4.76% | −462−1.8% | Reduced |
| Cacti Asset Management LLC | 24,600 | $11.2M | 0.90% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 24,802 | $11.2M | 0.72% | +1,746+7.6% | Added |
| American Investment Services, Inc. | 24,770 | $11.2M | 2.46% | +56+0.2% | Added |
| Penobscot Investment Management Company, Inc. | 24,745 | $11.2M | 1.63% | +2,040+9.0% | Added |
| WealthTrust Asset Management, LLC | 24,632 | $11.1M | 7.92% | +23,474+2,027.1% | Added |
| McLean Asset Management Corp | 24,623 | $11.1M | 8.24% | +369+1.5% | Added |
| Spinnaker Trust | 24,581 | $11.1M | 0.75% | +312+1.3% | Added |
| Procyon Private Wealth Partners, LLC | 24,572 | $11.1M | 2.31% | +652+2.7% | Added |
| Goodwin Daniel L | 24,547 | $11.1M | 4.80% | +14,010+133.0% | Added |
| Relative Value Partners Group, LLC | 24,446 | $11.1M | 0.77% | +16,798+219.6% | Added |
| One Capital Management, LLC | 24,501 | $11.1M | 0.59% | +14,495+144.9% | Added |
| J. W. Coons Advisors, LLC | 24,465 | $11.1M | 3.29% | +930+4.0% | Added |
| Maryland Capital Management | 24,454 | $11.0M | 0.69% | +47+0.2% | Added |
| Edgestream Partners, L.P. | 24,447 | $11.0M | 0.88% | −108,688−81.6% | Reduced |
| Axxcess Wealth Management, LLC | 25,292 | $11.0M | 0.88% | +7,042+38.6% | Added |
| Carolinas Wealth Consulting LLC | 24,309 | $11.0M | 2.43% | −147−0.6% | Reduced |
| Private Trust Co NA | 24,353 | $11.0M | 1.72% | −398−1.6% | Reduced |
| Pensionmark Financial Group, LLC | 24,202 | $11.0M | 2.28% | −30.0% | Reduced |
| Evanson Asset Management, LLC | 24,207 | $10.9M | 1.06% | −828−3.3% | Reduced |
| WorthPointe, LLC | 24,144 | $10.9M | 8.76% | +305+1.3% | Added |
| Brown, Lisle/Cummings, Inc. | 24,115 | $10.9M | 5.23% | +1,622+7.2% | Added |
| Salem Investment Counselors Inc | 24,101 | $10.9M | 0.43% | +1,133+4.9% | Added |
| Klingenstein Fields & Co LP | 24,032 | $10.9M | 0.46% | −14,119−37.0% | Reduced |
| Segall Bryant & Hamill, LLC | 23,989 | $10.8M | 0.10% | +23,989 | New |
| Forefront Analytics, LLC | 23,983 | $10.8M | 4.02% | −76−0.3% | Reduced |
| Nadler Financial Group, Inc. | 23,950 | $10.8M | 1.69% | −613−2.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 23,927 | $10.8M | 2.39% | +23,927 | New |
| Strategic Blueprint, LLC | 23,854 | $10.8M | 1.25% | −502−2.1% | Reduced |
| Rothschild Investment Corp | 23,725 | $10.7M | 0.84% | +3,713+18.6% | Added |
| MONECO Advisors, LLC | 23,702 | $10.7M | 3.93% | +2,809+13.4% | Added |
| Plante Moran Financial Advisors, LLC | 23,632 | $10.7M | 2.00% | −3,818−13.9% | Reduced |
| Planning Alternatives Ltd | 23,627 | $10.7M | 1.70% | +29+0.1% | Added |
| LVM Capital Management Ltd | 23,581 | $10.7M | 1.41% | +13,551+135.1% | Added |
| Cordant, Inc. | 23,562 | $10.6M | 6.59% | −132−0.6% | Reduced |
| Ancora Advisors, LLC | 23,536 | $10.6M | 0.26% | −93−0.4% | Reduced |
| Marco Investment Management LLC | 23,533 | $10.6M | 1.08% | +928+4.1% | Added |
| Bristlecone Advisors, LLC | 23,529 | $10.6M | 1.30% | −822−3.4% | Reduced |
| Bulltick Wealth Management, LLC | 23,372 | $10.6M | 2.41% | +7,533+47.6% | Added |
| Childress Capital Advisors, LLC | 23,439 | $10.6M | 3.70% | −4,646−16.5% | Reduced |
| Resonant Capital Advisors, LLC | 23,286 | $10.6M | 1.57% | +105+0.5% | Added |
| Lowe Brockenbrough & Co Inc | 23,241 | $10.5M | 0.78% | −471−2.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 23,274 | $10.5M | 2.34% | −48,342−67.5% | Reduced |
| Triumph Capital Management | 23,231 | $10.5M | 4.54% | −2,425−9.5% | Reduced |
| Hoese & Co LLP | 23,180 | $10.5M | 10.81% | +45+0.2% | Added |
| Texas Yale Capital Corp. | 23,034 | $10.4M | 0.57% | +93+0.4% | Added |
| Hunting Hill Global Capital, LLC | 23,031 | $10.4M | 10.83% | +23,031 | New |
| YHB Investment Advisors, Inc. | 22,986 | $10.4M | 0.92% | −701−3.0% | Reduced |
| Okabena Investment Services Inc | 22,904 | $10.4M | 4.38% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 22,928 | $10.4M | 3.47% | −479−2.0% | Reduced |
| David R. Rahn & Associates Inc. | 25,037 | $10.3M | 3.96% | +20.0% | Added |
| Kingsview Wealth Management, LLC | 22,827 | $10.3M | 0.45% | −11,002−32.5% | Reduced |
| GM Advisory Group, Inc. | 22,807 | $10.3M | 1.23% | −90.0% | Reduced |
| Tfo-TDC, LLC | 22,794 | $10.3M | 2.04% | 00.0% | Unchanged |
| Courier Capital LLC | 22,718 | $10.3M | 1.03% | +130+0.6% | Added |
| Laurel Wealth Advisors LLC | 22,715 | $10.3M | 2.20% | −258−1.1% | Reduced |
| K.J. Harrison & Partners Inc | 22,635 | $10.2M | 1.64% | −6,850−23.2% | Reduced |
| Howard Financial Services, Ltd. | 22,599 | $10.2M | 3.03% | +2,009+9.8% | Added |
| World Equity Group, Inc. | 22,547 | $10.2M | 2.20% | +22,547 | New |
| Silvercrest Asset Management Group LLC | 22,452 | $10.1M | 0.07% | +823+3.8% | Added |
| West Paces Advisors Inc. | 22,423 | $10.1M | 3.16% | +146+0.7% | Added |
| Pettinga Financial Advisors, LLC | 22,390 | $10.1M | 2.53% | +93+0.4% | Added |
| REDW Wealth LLC | 22,378 | $10.1M | 3.00% | +90.0% | Added |
| Founders Capital Management, LLC | 22,358 | $10.1M | 2.17% | +12,953+137.7% | Added |
| Grove Bank & Trust | 22,311 | $10.1M | 1.98% | +293+1.3% | Added |
| Marshall Wace, LLP | 22,301 | $10.1M | 0.02% | −1,118,431−98.0% | Reduced |
| Icon Wealth Partners, LLC | 22,274 | $10.1M | 1.00% | +340+1.6% | Added |
| Moody Lynn & Lieberson, LLC | 22,253 | $10.1M | 0.74% | −1,298−5.5% | Reduced |
| Putnam Investments LLC | 22,201 | $10.0M | 0.02% | −23,747−51.7% | Reduced |
| WR Wealth Planners, LLC | 22,197 | $10.0M | 5.97% | +22,197 | New |