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 |
|---|---|---|---|---|---|
| Red Cedar Investment Management, LLC | 17,209 | $7.77M | 1.08% | −161−0.9% | Reduced |
| Cypress Wealth Services, LLC | 17,162 | $7.75M | 2.11% | +1,583+10.2% | Added |
| Thrive Wealth Management, LLC | 17,159 | $7.75M | 2.29% | +509+3.1% | Added |
| Kolinsky Wealth Management, LLC | 17,152 | $7.75M | 7.60% | −402−2.3% | Reduced |
| Howe & Rusling Inc | 17,135 | $7.74M | 0.89% | −4,134−19.4% | Reduced |
| Lloyd Park, LLC | 17,104 | $7.72M | 8.52% | −2,477−12.7% | Reduced |
| Invst, LLC | 19,322 | $7.69M | 1.27% | −1,256−6.1% | Reduced |
| Bank of New Hampshire | 17,028 | $7.69M | 1.87% | −333−1.9% | Reduced |
| SkyView Investment Advisors, LLC | 17,370 | $7.67M | 1.81% | +10,758+162.7% | Added |
| Domani Wealth, LLC | 16,962 | $7.66M | 1.66% | 00.0% | Unchanged |
| Foresight Wealth Management, LLC | 16,920 | $7.64M | 3.08% | −225−1.3% | Reduced |
| Sutton Wealth Advisors Inc. | 16,886 | $7.63M | 2.63% | +216+1.3% | Added |
| Clifford Swan Investment Counsel LLC | 16,836 | $7.60M | 0.28% | −953−5.4% | Reduced |
| Nations Financial Group Inc, | 16,824 | $7.60M | 0.91% | +687+4.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 16,821 | $7.60M | 0.84% | −12,475−42.6% | Reduced |
| Ascent Wealth Partners, LLC | 16,734 | $7.56M | 1.41% | +12,272+275.0% | Added |
| Capital Wealth Management, LLC | 16,721 | $7.55M | 5.09% | −175−1.0% | Reduced |
| Victory Capital Management Inc | 18,302 | $7.54M | 0.01% | +10,157+124.7% | Added |
| Pallas Capital Advisors LLC | 17,210 | $7.53M | 0.96% | −4,293−20.0% | Reduced |
| BT Wealth Management LLC | 16,675 | $7.53M | 1.96% | −252−1.5% | Reduced |
| SFG Wealth Management, LLC. | 16,635 | $7.51M | 7.04% | +6,651+66.6% | Added |
| Advisor OS, LLC | 16,607 | $7.50M | 2.17% | −14,099−45.9% | Reduced |
| GSB Wealth Management, LLC | 16,554 | $7.48M | 2.18% | −1,559−8.6% | Reduced |
| Shaker Financial Services, LLC | 16,500 | $7.45M | 2.81% | −22,050−57.2% | Reduced |
| Freedman Financial Associates, Inc. | 16,150 | $7.38M | 5.08% | +147+0.9% | Added |
| Cornerstone Advisors Asset Management, LLC | 16,317 | $7.37M | 5.11% | +17+0.1% | Added |
| Destination Wealth Management | 16,313 | $7.37M | 0.27% | −586−3.5% | Reduced |
| Palumbo Wealth Management LLC | 16,279 | $7.35M | 4.73% | −471−2.8% | Reduced |
| Vericrest Private Wealth | 16,276 | $7.35M | 7.64% | −382−2.3% | Reduced |
| American Trust | 16,233 | $7.33M | 0.49% | +6,044+59.3% | Added |
| Codex Capital, L.L.C. | 16,220 | $7.33M | 4.51% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16,171 | $7.32M | 3.54% | +1,575+10.8% | Added |
| Altium Wealth Management LLC | 16,213 | $7.32M | 0.47% | −52−0.3% | Reduced |
| Westwood Holdings Group Inc. | 16,097 | $7.27M | 0.07% | −249−1.5% | Reduced |
| QVT Financial LP | 16,000 | $7.23M | 0.32% | −42,801−72.8% | Reduced |
| Annandale Capital, LLC | 16,000 | $7.23M | 2.85% | +190+1.2% | Added |
| Ferguson Shapiro LLC | 15,957 | $7.21M | 3.53% | −1,395−8.0% | Reduced |
| Caxton Corp | 15,947 | $7.20M | 8.95% | +8,967+128.5% | Added |
| Corsicana & Co. | 15,922 | $7.19M | 4.66% | −77−0.5% | Reduced |
| Juncture Wealth Strategies, LLC | 15,923 | $7.19M | 3.42% | +13,810+653.6% | Added |
| Van Cleef Asset Management,Inc | 15,871 | $7.17M | 1.03% | −15−0.1% | Reduced |
| Strategy Asset Managers LLC | 15,860 | $7.16M | 1.55% | +6,682+72.8% | Added |
| JFS Wealth Advisors, LLC | 15,764 | $7.12M | 0.67% | +2,548+19.3% | Added |
| First National Bank of Omaha | 15,738 | $7.11M | 0.36% | −293−1.8% | Reduced |
| Calton & Associates, Inc. | 15,720 | $7.10M | 2.11% | −2,299−12.8% | Reduced |
| Barber Financial Group, Inc. | 15,669 | $7.08M | 0.94% | −163,008−91.2% | Reduced |
| Arrow Financial Corp | 15,598 | $7.04M | 0.84% | −1,125−6.7% | Reduced |
| Greenleaf Trust | 15,516 | $7.01M | 0.08% | −75−0.5% | Reduced |
| Silverhawk Asset Management, LLC | 15,488 | $7.00M | 5.60% | −4,660−23.1% | Reduced |
| Capital Investment Advisors, LLC | 15,488 | $7.00M | 0.21% | +803+5.5% | Added |
| Colorado Capital Management, Inc. | 15,442 | $6.98M | 5.01% | −576−3.6% | Reduced |
| Lansing Street Advisors | 15,579 | $6.97M | 4.44% | +15,579 | New |
| Ausdal Financial Partners, Inc. | 15,422 | $6.96M | 0.95% | −5,705−27.0% | Reduced |
| Custos Family Office, LLC | 15,415 | $6.96M | 5.66% | +78+0.5% | Added |
| Peoples Bank | 15,399 | $6.96M | 3.49% | −132−0.8% | Reduced |
| MAS Advisors LLC | 15,104 | $6.93M | 5.34% | 00.0% | Unchanged |
| TSFG, LLC | 15,335 | $6.93M | 2.51% | +244+1.6% | Added |
| Relyea Zuckerberg Hanson LLC | 15,562 | $6.90M | 2.26% | +742+5.0% | Added |
| KG&L Capital Management,LLC | 15,267 | $6.89M | 2.88% | −255−1.6% | Reduced |
| Exchange Traded Concepts, LLC | 15,260 | $6.89M | 0.14% | −12,387−44.8% | Reduced |
| Pittenger & Anderson Inc | 15,229 | $6.88M | 0.34% | −1,461−8.8% | Reduced |
| Kowal Investment Group, LLC | 15,139 | $6.84M | 2.09% | +4,300+39.7% | Added |
| Mather Group, LLC. | 15,123 | $6.83M | 0.13% | +3,358+28.5% | Added |
| Windham Capital Management, LLC | 15,101 | $6.82M | 1.45% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 15,057 | $6.80M | 1.54% | −62−0.4% | Reduced |
| Iron Financial, LLC | 15,055 | $6.80M | 3.13% | −5,080−25.2% | Reduced |
| Caerus Investment Advisors, LLC | 18,551 | $6.79M | 8.23% | +11,746+172.6% | Added |
| Soltis Investment Advisors LLC | 15,044 | $6.79M | 0.94% | −105−0.7% | Reduced |
| Ashford Capital Management Inc | 15,023 | $6.79M | 0.73% | +1,120+8.1% | Added |
| Wealthsource Partners, LLC | 14,997 | $6.77M | 0.46% | −320−2.1% | Reduced |
| NBW Capital LLC | 14,959 | $6.76M | 1.60% | −550−3.5% | Reduced |
| Gillespie Robinson & Grimm Inc | 14,922 | $6.74M | 0.59% | −131−0.9% | Reduced |
| Armbruster Capital Management, Inc. | 14,886 | $6.72M | 1.62% | −70−0.5% | Reduced |
| Fortress Wealth Group, LLC | 14,858 | $6.71M | 5.19% | −51−0.3% | Reduced |
| Almanack Investment Partners, LLC. | 14,799 | $6.70M | 0.58% | −9,009−37.8% | Reduced |
| Market Street Wealth Management Advisors LLC | 14,768 | $6.67M | 2.36% | +6,044+69.3% | Added |
| Hohimer Wealth Management, LLC | 14,757 | $6.67M | 1.31% | +831+6.0% | Added |
| Mount Capital Ltd | 14,750 | $6.66M | 1.94% | −15,481−51.2% | Reduced |
| Aureus Asset Management, LLC | 14,706 | $6.64M | 0.44% | −274−1.8% | Reduced |
| Collective Family Office LLC | 14,701 | $6.64M | 2.54% | −3,522−19.3% | Reduced |
| Ignite Planners, LLC | 15,574 | $6.63M | 4.45% | −106−0.7% | Reduced |
| First American Bank | 14,669 | $6.63M | 0.56% | +14,669 | New |
| Meritage Portfolio Management | 14,630 | $6.61M | 0.41% | −506−3.3% | Reduced |
| Patriot Investment Management Inc. | 14,612 | $6.60M | 0.57% | +150+1.0% | Added |
| Claar Advisors LLC | 14,600 | $6.59M | 1.93% | +14,600 | New |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 14,701 | $6.59M | 5.08% | +3,300+28.9% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 14,588 | $6.59M | 2.66% | +1,643+12.7% | Added |
| Foresight Capital Management Advisors, Inc. | 14,561 | $6.58M | 7.34% | +168+1.2% | Added |
| Svenska Handelsbanken AB (publ) | 14,500 | $6.55M | 35.83% | −2,065−12.5% | Reduced |
| BTC Capital Management, Inc. | 14,487 | $6.54M | 0.65% | +2,630+22.2% | Added |
| Patten Group, Inc. | 14,471 | $6.54M | 1.83% | +24+0.2% | Added |
| Sage Capital Advisors,llc | 14,600 | $6.53M | 2.65% | +135+0.9% | Added |
| Cadence Bank NA | 14,400 | $6.50M | 1.81% | +1,200+9.1% | Added |
| Auxano Advisors, LLC | 14,356 | $6.48M | 2.76% | −70.0% | Reduced |
| Spears Abacus Advisors LLC | 14,339 | $6.48M | 0.48% | +307+2.2% | Added |
| Moloney Securities Asset Management, LLC | 14,321 | $6.47M | 1.26% | +439+3.2% | Added |
| Franklin Street Advisors Inc | 14,302 | $6.46M | 0.52% | +90+0.6% | Added |
| Level Four Advisory Services, LLC | 14,298 | $6.46M | 0.51% | −3,625−20.2% | Reduced |
| Ramiah Investment Group | 14,293 | $6.46M | 4.47% | −53,743−79.0% | Reduced |
| Shay Capital LLC | 14,287 | $6.45M | 2.32% | +14,287 | New |