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 |
|---|---|---|---|---|---|
| Private Portfolio Partners LLC | 11,942 | $5.39M | 1.33% | +2,972+33.1% | Added |
| Waypoint Capital Advisors, LLC | 11,929 | $5.39M | 3.17% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 11,916 | $5.38M | 1.25% | −963−7.5% | Reduced |
| Port Capital LLC | 11,906 | $5.38M | 0.37% | +340+2.9% | Added |
| Single Point Partners, LLC | 86,542 | $5.37M | 1.37% | +5,413+6.7% | Added |
| Hightower 6M Holding, LLC | 11,889 | $5.37M | 0.41% | +11,889 | New |
| Hoylecohen, LLC | 11,882 | $5.37M | 0.46% | +578+5.1% | Added |
| Buckingham Strategic Partners | 11,875 | $5.37M | 0.53% | +913+8.3% | Added |
| Aspire Capital Advisors LLC | 11,874 | $5.36M | 5.10% | +11,874 | New |
| Merrion Investment Management Co, LLC | 11,864 | $5.36M | 3.92% | +10.0% | Added |
| Pacific Financial Group Inc | 11,840 | $5.35M | 3.48% | +712+6.4% | Added |
| Private Asset Management Inc | 11,807 | $5.33M | 0.72% | −345−2.8% | Reduced |
| Defined Wealth Management, LLC | 11,721 | $5.29M | 4.65% | −2,496−17.6% | Reduced |
| Desjardins Global Asset Management Inc. | 11,695 | $5.28M | 0.46% | +1,804+18.2% | Added |
| Zhang Financial LLC | 11,664 | $5.27M | 0.89% | +20.0% | Added |
| Regent Peak Wealth Advisors LLC | 11,647 | $5.26M | 1.51% | +231+2.0% | Added |
| Moors & Cabot, Inc. | 11,637 | $5.26M | 0.32% | −761−6.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11,634 | $5.25M | 0.01% | −58−0.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 11,626 | $5.25M | 0.04% | +589+5.3% | Added |
| King Luther Capital Management Corp | 11,599 | $5.24M | 0.03% | −936−7.5% | Reduced |
| Miracle Mile Advisors, LLC | 11,554 | $5.22M | 0.22% | +3,925+51.4% | Added |
| Seelaus Asset Management LLC | 11,481 | $5.18M | 3.08% | −217−1.9% | Reduced |
| Forum Financial Management, LP | 11,445 | $5.17M | 0.25% | −197−1.7% | Reduced |
| Peddock Capital Advisors, LLC | 11,436 | $5.17M | 1.67% | +338+3.0% | Added |
| RFG Advisory, LLC | 11,429 | $5.16M | 0.33% | −3,831−25.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 11,417 | $5.16M | 0.72% | +228+2.0% | Added |
| Global Strategic Investment Solutions, LLC | 11,413 | $5.15M | 0.32% | +699+6.5% | Added |
| Crestone Asset Management LLC | 11,404 | $5.15M | 1.08% | +214+1.9% | Added |
| DBK Financial Counsel, LLC | 11,386 | $5.14M | 7.59% | −123−1.1% | Reduced |
| Blue Fin Capital, Inc. | 11,364 | $5.13M | 1.49% | +768+7.2% | Added |
| S.A. Mason LLC | 11,361 | $5.13M | 3.20% | −15−0.1% | Reduced |
| Proequities, Inc. | 11,320 | $5.13M | 0.38% | −5,912−34.3% | Reduced |
| Lebenthal Global Advisors, LLC | 11,329 | $5.12M | 2.18% | −39,512−77.7% | Reduced |
| Pinnacle Family Advisors, LLC | 11,316 | $5.11M | 2.72% | −12,629−52.7% | Reduced |
| Silicon Hills Wealth Management, LLC | 11,313 | $5.11M | 3.26% | −9,338−45.2% | Reduced |
| Founders Capital Management | 10,749 | $5.11M | 3.27% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 11,242 | $5.09M | 1.90% | +2,700+31.6% | Added |
| AAFMAA Wealth Management & Trust LLC | 11,273 | $5.09M | 2.35% | +9,461+522.1% | Added |
| Guardian Capital Advisors LP | 11,605 | $5.09M | 0.50% | −29−0.2% | Reduced |
| Chatham Capital Group, Inc. | 11,255 | $5.08M | 0.98% | −2,264−16.7% | Reduced |
| Bensler, LLC | 11,225 | $5.07M | 1.07% | +3,669+48.6% | Added |
| Oder Investment Management, LLC | 11,189 | $5.05M | 5.74% | +8+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 11,122 | $5.02M | 0.06% | −1,536,623−99.3% | Reduced |
| Bragg Financial Advisors, Inc | 11,117 | $5.02M | 0.29% | +133+1.2% | Added |
| Morris Financial Concepts, Inc. | 11,101 | $5.01M | 4.18% | +432+4.0% | Added |
| Fayez Sarofim & Co | 11,050 | $4.99M | 0.02% | +349+3.3% | Added |
| United Bank | 11,017 | $4.97M | 0.65% | +1,158+11.7% | Added |
| Drexel Morgan & Co. | 10,996 | $4.97M | 1.44% | +155+1.4% | Added |
| Pinnacle Bancorp, Inc. | 10,971 | $4.96M | 1.72% | −942−7.9% | Reduced |
| White Pine Capital LLC | 10,923 | $4.93M | 1.53% | +613+5.9% | Added |
| Emerson Wealth Management, LLC | 10,915 | $4.93M | 2.73% | −145−1.3% | Reduced |
| Halpern Financial, Inc. | 10,904 | $4.92M | 1.82% | +2,830+35.1% | Added |
| Elm Advisors, LLC | 10,867 | $4.91M | 6.63% | −11,649−51.7% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 10,791 | $4.87M | 0.49% | −1,043−8.8% | Reduced |
| Ledyard National Bank | 10,782 | $4.87M | 0.49% | −725−6.3% | Reduced |
| Front Barnett Associates LLC | 10,771 | $4.87M | 0.49% | +1,466+15.8% | Added |
| Sitrin Capital Management LLC | 10,760 | $4.86M | 2.44% | −245−2.2% | Reduced |
| Flaharty Asset Management, LLC | 10,720 | $4.84M | 0.89% | +501+4.9% | Added |
| Cribstone Capital Management, LLC | 10,707 | $4.84M | 2.65% | −4,733−30.7% | Reduced |
| Eagle Strategies LLC | 10,685 | $4.83M | 1.89% | −420−3.8% | Reduced |
| Peregrine Asset Advisers, Inc. | 10,675 | $4.82M | 2.46% | +1,248+13.2% | Added |
| Doyle Wealth Management | 10,668 | $4.82M | 0.35% | +528+5.2% | Added |
| Occidental Asset Management, LLC | 10,631 | $4.80M | 1.23% | +3,905+58.1% | Added |
| Raleigh Capital Management Inc. | 10,598 | $4.79M | 2.60% | +3,619+51.9% | Added |
| Amplius Wealth Advisors, LLC | 10,563 | $4.77M | 0.73% | +10.0% | Added |
| Round Rock Advisors, LLC | 10,559 | $4.77M | 1.93% | +921+9.6% | Added |
| Lyell Wealth Management, LP | 10,520 | $4.76M | 0.61% | +156+1.5% | Added |
| WSFS Capital Management, LLC | 10,548 | $4.76M | 1.33% | +1,145+12.2% | Added |
| Beaird Harris Wealth Management, LLC | 10,532 | $4.76M | 1.72% | +709+7.2% | Added |
| Vista Capital Partners, Inc. | 10,420 | $4.71M | 0.61% | −260−2.4% | Reduced |
| WMS Partners, LLC | 10,369 | $4.68M | 0.64% | +4,230+68.9% | Added |
| Truepoint, Inc. | 10,357 | $4.68M | 0.22% | 00.0% | Unchanged |
| First Interstate Bank | 10,354 | $4.68M | 0.44% | −752−6.8% | Reduced |
| Retirement Group, LLC | 10,344 | $4.67M | 1.81% | +3,034+41.5% | Added |
| Aurora Private Wealth, Inc. | 10,262 | $4.63M | 1.91% | −725−6.6% | Reduced |
| First City Capital Management, Inc. | 10,253 | $4.63M | 2.55% | +581+6.0% | Added |
| Legacy Wealth Management, Inc | 10,235 | $4.62M | 0.55% | −196−1.9% | Reduced |
| LCNB Corp | 10,236 | $4.62M | 2.17% | +113+1.1% | Added |
| Morton Brown Family Wealth, LLC | 10,199 | $4.61M | 3.48% | +1,050+11.5% | Added |
| Innova Wealth Partners | 10,194 | $4.60M | 3.34% | −4,476−30.5% | Reduced |
| Two Sigma Securities, LLC | 10,168 | $4.59M | 0.64% | +7,021+223.1% | Added |
| Wealth Dimensions Group, Ltd. | 10,163 | $4.59M | 2.13% | −276−2.6% | Reduced |
| Ropes Wealth Advisors LLC | 10,134 | $4.58M | 0.79% | −165−1.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 10,132 | $4.58M | 0.14% | +3,035+42.8% | Added |
| Ford Financial Group, LLC | 10,125 | $4.57M | 1.75% | −6,454−38.9% | Reduced |
| Pitti Group Wealth Management, LLC | 10,124 | $4.57M | 5.33% | −47−0.5% | Reduced |
| Wimmer Associates 1, LLC | 10,098 | $4.56M | 2.54% | +16+0.2% | Added |
| Spence Asset Management | 10,089 | $4.56M | 1.23% | −341−3.3% | Reduced |
| Easterly Investment Partners LLC | 10,087 | $4.56M | 0.35% | +10,087 | New |
| Pitcairn Co | 10,073 | $4.55M | 0.40% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 10,172 | $4.53M | 2.08% | +1,616+18.9% | Added |
| HBK Sorce Advisory LLC | 9,982 | $4.51M | 0.25% | +636+6.8% | Added |
| Kearns & Associates LLC | 9,981 | $4.51M | 4.68% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 9,977 | $4.51M | 1.91% | −229−2.2% | Reduced |
| ICONIQ Capital, LLC | 9,948 | $4.49M | 0.03% | +36+0.4% | Added |
| Autumn Glory Partners, LLC | 9,938 | $4.49M | 2.60% | −2,312−18.9% | Reduced |
| Thoroughbred Financial Services, LLC | 9,901 | $4.47M | 0.73% | −1,948−16.4% | Reduced |
| Burns J W & Co Inc | 9,900 | $4.47M | 0.71% | −239−2.4% | Reduced |
| Stevard, LLC | 9,866 | $4.46M | 3.43% | −26−0.3% | Reduced |
| BlueCrest Capital Management Ltd | 9,850 | $4.45M | 0.37% | +3,700+60.2% | Added |