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 |
|---|---|---|---|---|---|
| EWG Elevate Inc. | 22,081 | $9.97M | 3.91% | +10,320+87.7% | Added |
| Latitude Advisors, LLC | 22,058 | $9.96M | 2.24% | −66,673−75.1% | Reduced |
| Linscomb & Williams, Inc. | 22,032 | $9.95M | 0.48% | −267−1.2% | Reduced |
| Bridgeworth, LLC | 21,988 | $9.93M | 2.28% | −2,973−11.9% | Reduced |
| Ameritas Investment Partners, Inc. | 21,983 | $9.93M | 0.36% | +3,047+16.1% | Added |
| Boxwood Ventures, Inc. | 21,838 | $9.89M | 20.62% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 21,897 | $9.89M | 3.85% | −940−4.1% | Reduced |
| West Branch Capital LLC | 21,832 | $9.86M | 4.71% | −271−1.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 21,709 | $9.83M | 2.70% | −3,371−13.4% | Reduced |
| Gries Financial LLC | 21,743 | $9.82M | 3.61% | −67−0.3% | Reduced |
| Clearstead Advisors, LLC | 21,717 | $9.81M | 0.67% | +5,164+31.2% | Added |
| Capital International Investors | 21,348 | $9.79M | 0.00% | −9,490−30.8% | Reduced |
| Burleson & Company, LLC | 21,571 | $9.74M | 1.57% | −3,349−13.4% | Reduced |
| GenWealth Group, Inc. | 21,563 | $9.74M | 2.70% | −303−1.4% | Reduced |
| Compagnie Lombard Odier SCmA | 21,483 | $9.70M | 0.21% | −660−3.0% | Reduced |
| Mayflower Financial Advisors, LLC | 21,435 | $9.68M | 1.30% | −336−1.5% | Reduced |
| Financial Partners Capital Management LLC | 21,226 | $9.59M | 1.78% | +871+4.3% | Added |
| Beacon Investment Advisory Services, Inc. | 21,184 | $9.57M | 0.41% | −11,957−36.1% | Reduced |
| Good Life Advisors, LLC | 21,179 | $9.56M | 1.19% | −1,344−6.0% | Reduced |
| Avestar Capital, LLC | 21,170 | $9.56M | 1.81% | −554−2.6% | Reduced |
| Nicolet Bankshares Inc | 21,094 | $9.53M | 2.05% | +80+0.4% | Added |
| Mizuho Securities USA LLC | 21,085 | $9.52M | 1.36% | −712,700−97.1% | Reduced |
| Cornerstone Advisors, LLC | 21,000 | $9.48M | 0.56% | 00.0% | Unchanged |
| South State Corp. | 20,960 | $9.47M | 0.75% | −684−3.2% | Reduced |
| CWA Asset Management Group, LLC | 20,912 | $9.45M | 0.72% | +25+0.1% | Added |
| Fure Financial Corp | 20,805 | $9.40M | 5.25% | −1,575−7.0% | Reduced |
| UBP Investment Advisors SA | 102,437 | $9.37M | 3.63% | +94,087+1,126.8% | Added |
| Aspen Investment Management Inc | 20,722 | $9.36M | 4.91% | +1,103+5.6% | Added |
| Northstar Asset Management LLC | 20,690 | $9.35M | 2.39% | +82+0.4% | Added |
| Nwam LLC | 20,662 | $9.33M | 0.72% | −1,837−8.2% | Reduced |
| E&G Advisors, LP | 20,623 | $9.31M | 2.54% | +70+0.3% | Added |
| Atlas Capital Advisors LLC | 20,569 | $9.29M | 1.45% | −1,560−7.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 20,522 | $9.27M | 0.29% | +11,996+140.7% | Added |
| Wealthfront Advisers LLC | 20,406 | $9.22M | 0.04% | +7,807+62.0% | Added |
| St. Johns Investment Management Company, LLC | 20,345 | $9.19M | 4.89% | −143−0.7% | Reduced |
| CAPROCK Group, Inc. | 20,203 | $9.15M | 0.86% | +1,744+9.4% | Added |
| Perritt Capital Management Inc | 20,254 | $9.15M | 4.94% | +108+0.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 20,202 | $9.12M | 2.01% | +1,432+7.6% | Added |
| Alterna Wealth Management, Inc | 20,154 | $9.10M | 7.67% | +8,637+75.0% | Added |
| Lake Point Wealth Management | 20,139 | $9.10M | 4.21% | +214+1.1% | Added |
| Peterson Wealth Management | 20,139 | $9.10M | 6.10% | −497−2.4% | Reduced |
| Epic Trust Investment Advisors, LLC | 20,133 | $9.09M | 14.16% | −1,156−5.4% | Reduced |
| Berkshire Asset Management LLC | 20,130 | $9.09M | 0.57% | −1,465−6.8% | Reduced |
| Schrum Private Wealth Management LLC | 21,181 | $8.99M | 9.03% | +645+3.1% | Added |
| StoneX Group Inc. | 19,813 | $8.97M | 0.72% | −878−4.2% | Reduced |
| Cypress Capital Management LLC | 19,839 | $8.96M | 1.13% | −576−2.8% | Reduced |
| US Financial Advisors, LLC | 19,816 | $8.95M | 4.30% | +813+4.3% | Added |
| Merit Financial Group, LLC | 19,814 | $8.95M | 0.54% | +2,469+14.2% | Added |
| Avantax Planning Partners, Inc. | 19,805 | $8.95M | 0.36% | −471−2.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 19,787 | $8.94M | 2.38% | −953−4.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 19,774 | $8.93M | 5.68% | −146−0.7% | Reduced |
| Orion Portfolio Solutions, LLC | 19,765 | $8.93M | 0.31% | −3,529−15.1% | Reduced |
| Perfromance Wealth Partners, LLC | 19,705 | $8.90M | 0.39% | −514−2.5% | Reduced |
| Lake Street Financial LLC | 19,705 | $8.90M | 1.61% | +1,186+6.4% | Added |
| Keeley-Teton Advisors, LLC | 19,618 | $8.86M | 0.93% | −104−0.5% | Reduced |
| Transform Wealth, LLC | 19,577 | $8.84M | 0.99% | +1,552+8.6% | Added |
| Kanawha Capital Management LLC | 19,556 | $8.83M | 0.78% | −612−3.0% | Reduced |
| Terry L. Blaker | 19,379 | $8.75M | 0.72% | −1,208−5.9% | Reduced |
| Boothbay Fund Management, LLC | 19,279 | $8.71M | 0.28% | −58,316−75.2% | Reduced |
| International Assets Investment Management, LLC | 19,264 | $8.70M | 1.57% | +509+2.7% | Added |
| Objective Capital Management, LLC | 19,259 | $8.70M | 6.68% | −3,013−13.5% | Reduced |
| Accredited Investors Inc. | 19,201 | $8.67M | 0.78% | +10.0% | Added |
| Montecito Bank & Trust | 19,187 | $8.67M | 1.62% | −702−3.5% | Reduced |
| Confluence Investment Management LLC | 19,123 | $8.64M | 0.12% | +3,100+19.3% | Added |
| Grandview Asset Management LLC | 19,062 | $8.61M | 3.64% | +249+1.3% | Added |
| Sax Wealth Advisors, LLC | 18,967 | $8.57M | 2.07% | −2,845−13.0% | Reduced |
| TrueWealth Advisors, LLC | 18,032 | $8.56M | 3.84% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 18,853 | $8.51M | 3.84% | −47−0.2% | Reduced |
| Cohen & Steers, Inc. | 18,796 | $8.49M | 0.01% | −237−1.2% | Reduced |
| Community Bank, N.A. | 18,778 | $8.48M | 1.05% | −397−2.1% | Reduced |
| Trust Co of Vermont | 18,739 | $8.46M | 0.57% | +3,735+24.9% | Added |
| WBH Advisory Inc | 19,751 | $8.45M | 1.04% | −421−2.1% | Reduced |
| Bienville Capital Management, LLC | 18,638 | $8.45M | 4.20% | −1,204−6.1% | Reduced |
| Arcus Capital Partners, LLC | 18,521 | $8.37M | 2.97% | −3,034−14.1% | Reduced |
| Cornerstone Wealth Management, LLC | 18,518 | $8.36M | 0.81% | +178+1.0% | Added |
| Point72 Asset Management, L.P. | 18,500 | $8.36M | 0.04% | +18,500 | New |
| Gamco Investors, Inc. Et Al | 18,410 | $8.31M | 0.08% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 18,394 | $8.31M | 1.96% | +1,289+7.5% | Added |
| Shoker Investment Counsel, Inc. | 18,391 | $8.31M | 4.12% | +101+0.6% | Added |
| New Legacy Group, LLC | 18,387 | $8.30M | 3.11% | +887+5.1% | Added |
| Sigma Investment Counselors Inc | 18,353 | $8.29M | 0.59% | −90.0% | Reduced |
| Paragon Capital Management Ltd | 18,331 | $8.28M | 1.55% | −39−0.2% | Reduced |
| Pinnacle Financial Group, LLC | 18,092 | $8.17M | 6.62% | −1,615−8.2% | Reduced |
| MYDA Advisors LLC | 18,000 | $8.13M | 3.35% | +18,000 | New |
| Deuterium Capital Management, LLC | 18,000 | $8.13M | 10.46% | +18,000 | New |
| Stratos Wealth Advisors, LLC | 17,925 | $8.10M | 0.66% | −2,923−14.0% | Reduced |
| FIL Ltd | 17,918 | $8.09M | 0.01% | −2,305−11.4% | Reduced |
| Journey Advisory Group, LLC | 17,750 | $8.02M | 2.03% | −1,148−6.1% | Reduced |
| Washington Trust Advisors, Inc. | 17,745 | $8.01M | 0.57% | +120+0.7% | Added |
| Wealth Alliance | 17,640 | $7.97M | 1.63% | −83−0.5% | Reduced |
| Personal Wealth Partners | 17,620 | $7.96M | 3.47% | −60.0% | Reduced |
| Quent Capital, LLC | 17,611 | $7.95M | 1.47% | +759+4.5% | Added |
| Summit Financial Group Inc | 17,550 | $7.93M | 2.68% | +687+4.1% | Added |
| Standard Life Aberdeen plc | 17,528 | $7.92M | 0.02% | 00.0% | Unchanged |
| Nvest Financial, LLC | 17,484 | $7.90M | 6.49% | +17,484 | New |
| Sheaff Brock Investment Advisors, LLC | 17,428 | $7.87M | 0.70% | +1,449+9.1% | Added |
| Heritage Trust Co | 17,377 | $7.85M | 1.11% | +774+4.7% | Added |
| Highview Capital Management LLC | 17,361 | $7.84M | 5.04% | +3,243+23.0% | Added |
| Generation Investment Management LLP | 17,337 | $7.83M | 0.04% | −42,163−70.9% | Reduced |
| Mycio Wealth Partners, LLC | 17,321 | $7.82M | 2.49% | +380+2.2% | Added |