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 |
|---|---|---|---|---|---|
| Dixon Hughes Goodman Wealth Advisors LLC | 9,837 | $4.44M | 1.27% | −645−6.2% | Reduced |
| Orca Investment Management, LLC | 9,835 | $4.44M | 3.62% | −117−1.2% | Reduced |
| First Heartland Consultants, Inc. | 9,806 | $4.43M | 0.69% | −25,292−72.1% | Reduced |
| Nuveen Asset Management, LLC | 9,906 | $4.40M | 0.00% | −22,433−69.4% | Reduced |
| Asset Advisors Investment Management, LLC | 9,734 | $4.40M | 0.49% | −182−1.8% | Reduced |
| Cypress Capital Group | 9,730 | $4.39M | 0.54% | −128−1.3% | Reduced |
| Founders Financial Alliance, LLC | 9,669 | $4.37M | 1.94% | −103−1.1% | Reduced |
| Metlife Inc | 9,632 | $4.36M | 36.01% | −234−2.4% | Reduced |
| Bridgewater Advisors Inc. | 9,645 | $4.36M | 1.06% | +583+6.4% | Added |
| Financial Services Advisory Inc | 9,631 | $4.35M | 6.76% | −54,741−85.0% | Reduced |
| Donaldson Capital Management, LLC | 9,624 | $4.35M | 0.20% | +301+3.2% | Added |
| Gamble Jones Investment Counsel | 9,616 | $4.34M | 0.27% | −147−1.5% | Reduced |
| Rehmann Capital Advisory Group | 9,594 | $4.33M | 0.41% | +57+0.6% | Added |
| Zions Bancorporation, N.A. | 9,566 | $4.32M | 0.39% | −370−3.7% | Reduced |
| Sunbelt Securities, Inc. | 9,418 | $4.32M | 0.79% | +714+8.2% | Added |
| ARGI Investment Services, LLC | 9,553 | $4.32M | 0.13% | −358−3.6% | Reduced |
| Farmers & Merchants Investments Inc | 9,555 | $4.32M | 0.16% | −244−2.5% | Reduced |
| Cigna Investments Inc | 9,540 | $4.31M | 0.53% | −11,600−54.9% | Reduced |
| Everett Harris & Co | 9,528 | $4.30M | 0.06% | +213+2.3% | Added |
| Roberts Glore & Co Inc | 9,517 | $4.30M | 1.24% | −55−0.6% | Reduced |
| Madden Advisory Services, Inc. | 9,498 | $4.29M | 2.91% | +12+0.1% | Added |
| Bay Rivers Group | 9,483 | $4.28M | 3.08% | −1,076−10.2% | Reduced |
| Parisi Gray Wealth Management | 9,480 | $4.28M | 1.73% | +3,829+67.8% | Added |
| Swaine & Leidel Wealth Services, LLC | 4,266 | $4.27M | 20.83% | +4,266 | New |
| Second Half Financial Partners, LLC | 10,763 | $4.27M | 3.40% | +10,763 | New |
| Stephenson National Bank & Trust | 9,423 | $4.26M | 2.53% | +20+0.2% | Added |
| Rede Wealth, LLC | 9,405 | $4.25M | 2.00% | −786−7.7% | Reduced |
| Sculptor Capital LP | 9,388 | $4.24M | 0.03% | +9,388 | New |
| Reynolds Investment Management, Inc. | 9,383 | $4.24M | 1.25% | +9,383 | New |
| Mengis Capital Management, Inc. | 9,382 | $4.24M | 0.81% | −3,050−24.5% | Reduced |
| Helen Stephens Group, LLC | 9,372 | $4.23M | 2.92% | −15−0.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,366 | $4.23M | 2.27% | +911+10.8% | Added |
| Platform Technology Partners | 9,361 | $4.23M | 2.03% | −21,783−69.9% | Reduced |
| McDonald Partners LLC | 9,354 | $4.22M | 0.92% | +9,071+3,205.3% | Added |
| Symphony Financial, Ltd. Co. | 9,365 | $4.20M | 0.99% | +3,646+63.8% | Added |
| Tower View Investment Management & Research LLC | 9,285 | $4.19M | 2.26% | −201−2.1% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 9,287 | $4.19M | 0.45% | −111−1.2% | Reduced |
| Palladiem, LLC | 9,262 | $4.18M | 3.70% | +2,715+41.5% | Added |
| Harbor Investment Advisory, LLC | 9,237 | $4.17M | 0.55% | −51−0.5% | Reduced |
| John W. Brooker & Co., CPAs | 9,227 | $4.17M | 2.26% | +106+1.2% | Added |
| Family Legacy, Inc. | 9,214 | $4.16M | 1.73% | −324−3.4% | Reduced |
| Verus Financial Partners, Inc. | 9,480 | $4.16M | 0.59% | −2,491−20.8% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 9,195 | $4.15M | 0.30% | +76+0.8% | Added |
| Cozad Asset Management Inc | 9,157 | $4.14M | 0.58% | +363+4.1% | Added |
| Warren Averett Asset Management, LLC | 9,135 | $4.13M | 0.35% | −5,400−37.2% | Reduced |
| Vista Wealth Management Group, LLC | 9,124 | $4.12M | 0.61% | −1,168−11.3% | Reduced |
| Coastline Trust Co | 9,118 | $4.12M | 0.50% | +3,633+66.2% | Added |
| Garde Capital, Inc. | 9,005 | $4.07M | 0.42% | −131−1.4% | Reduced |
| Maven Securities LTD | 8,980 | $4.06M | 0.84% | −91,997−91.1% | Reduced |
| HBW Advisory Services LLC | 8,950 | $4.04M | 1.42% | −799−8.2% | Reduced |
| Schechter Investment Advisors, LLC | 8,948 | $4.04M | 0.38% | −1,239−12.2% | Reduced |
| Apella Capital, LLC | 8,941 | $4.04M | 0.57% | +424+5.0% | Added |
| Bar Harbor Trust Services | 8,930 | $4.03M | 1.22% | −325−3.5% | Reduced |
| Private Ocean, LLC | 8,924 | $4.03M | 0.50% | +8+0.1% | Added |
| American National Bank | 8,912 | $4.03M | 0.80% | +5,490+160.4% | Added |
| Clark Capital Management Group, Inc. | 8,907 | $4.02M | 0.04% | +186+2.1% | Added |
| RKL Wealth Management LLC | 8,894 | $4.02M | 0.48% | +58+0.7% | Added |
| Cedar Brook Financial Partners, LLC | 8,888 | $4.01M | 1.04% | +76+0.9% | Added |
| CRA Financial Services, LLC | 8,872 | $4.01M | 1.21% | +1,149+14.9% | Added |
| Advisors Capital Management, LLC | 8,861 | $4.00M | 0.11% | −35,147−79.9% | Reduced |
| Northwest Bancshares, Inc. | 8,845 | $4.00M | 0.77% | +232+2.7% | Added |
| Atlas Private Wealth Advisors | 8,803 | $3.98M | 1.77% | −14,976−63.0% | Reduced |
| Unionview, LLC | 8,768 | $3.96M | 3.70% | −28−0.3% | Reduced |
| Lakeview Capital Partners, LLC | 8,745 | $3.95M | 2.02% | −803−8.4% | Reduced |
| Family Management Corp | 8,736 | $3.95M | 1.09% | +481+5.8% | Added |
| Great Diamond Partners, LLC | 8,716 | $3.94M | 1.10% | +539+6.6% | Added |
| Capital Asset Advisory Services LLC | 8,636 | $3.91M | 0.42% | +448+5.5% | Added |
| Sage Rhino Capital LLC | 8,647 | $3.90M | 1.18% | 00.0% | Unchanged |
| Lowery Thomas, LLC | 8,646 | $3.90M | 3.03% | +264+3.1% | Added |
| Resources Management Corp | 8,641 | $3.90M | 0.55% | +15+0.2% | Added |
| Alera Investment Advisors, LLC | 8,630 | $3.90M | 0.89% | −86−1.0% | Reduced |
| VeraBank, N.A. | 8,585 | $3.88M | 2.00% | 00.0% | Unchanged |
| Kalos Management, Inc. | 9,289 | $3.87M | 2.64% | −7,823−45.7% | Reduced |
| Trust Co of Oklahoma | 8,552 | $3.86M | 1.48% | −7,104−45.4% | Reduced |
| Aries Wealth Management | 8,529 | $3.85M | 1.67% | −2,916−25.5% | Reduced |
| Omega Financial Group, LLC | 8,529 | $3.85M | 1.67% | −103−1.2% | Reduced |
| My Personal CFO, LLC | 8,522 | $3.85M | 3.98% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 8,503 | $3.84M | 0.21% | −2,260−21.0% | Reduced |
| Wealthstream Advisors, Inc. | 8,503 | $3.84M | 3.36% | +22+0.3% | Added |
| Pegasus Asset Management, Inc. | 8,482 | $3.83M | 1.66% | −40.0% | Reduced |
| Parsec Financial Management, Inc. | 8,482 | $3.83M | 0.16% | +834+10.9% | Added |
| Bickling Financial Services, Inc. | 8,440 | $3.81M | 1.96% | −329−3.8% | Reduced |
| ELCO Management Co., LLC | 8,431 | $3.81M | 2.59% | −1,451−14.7% | Reduced |
| Laird Norton Trust Company, LLC | 8,398 | $3.79M | 0.35% | −398−4.5% | Reduced |
| Personal Cfo Solutions, LLC | 8,383 | $3.79M | 0.75% | −1,344−13.8% | Reduced |
| Smart Money Group LLC | 8,381 | $3.79M | 2.54% | +1,401+20.1% | Added |
| Fusion Family Wealth LLC | 8,360 | $3.78M | 0.51% | −144−1.7% | Reduced |
| SL Advisors, LLC | 8,356 | $3.77M | 7.71% | +294+3.6% | Added |
| MTM Investment Management, LLC | 8,354 | $3.77M | 1.83% | +287+3.6% | Added |
| Woodstock Corp | 8,343 | $3.77M | 0.44% | −1,477−15.0% | Reduced |
| Resolute Partners Group | 8,316 | $3.77M | 0.16% | −146−1.7% | Reduced |
| AlphaStar Capital Management, LLC | 8,303 | $3.75M | 0.30% | −28,914−77.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 8,303 | $3.75M | 0.31% | +1,199+16.9% | Added |
| Compass Ion Advisors, LLC | 8,299 | $3.75M | 1.16% | +264+3.3% | Added |
| Ellevest, Inc. | 8,259 | $3.73M | 0.31% | −157−1.9% | Reduced |
| Signature Securities Group Corporation | 8,227 | $3.72M | 1.17% | −716−8.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 8,231 | $3.72M | 0.32% | −200−2.4% | Reduced |
| Meridian Investment Counsel Inc. | 8,222 | $3.71M | 1.29% | −29−0.4% | Reduced |
| Beck Mack & Oliver LLC | 8,215 | $3.71M | 0.09% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,179 | $3.69M | 0.04% | −25−0.3% | Reduced |