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 |
|---|---|---|---|---|---|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,168 | $3.69M | 0.88% | +2,439+42.6% | Added |
| Barr E S & Co | 8,160 | $3.69M | 0.25% | −3,798−31.8% | Reduced |
| Wunderlich Capital Managemnt | 8,123 | $3.67M | 1.73% | −744−8.4% | Reduced |
| Deltec Asset Management LLC | 8,122 | $3.67M | 0.63% | −1,781−18.0% | Reduced |
| First United Bank Trust | 8,086 | $3.65M | 1.44% | −77−0.9% | Reduced |
| Center for Financial Planning, Inc. | 8,086 | $3.65M | 0.75% | +4,068+101.2% | Added |
| Baldwin Investment Management, LLC | 8,035 | $3.63M | 1.01% | −550−6.4% | Reduced |
| Guidance Point Advisors, LLC | 8,037 | $3.63M | 1.37% | +58+0.7% | Added |
| TruWealth Advisors, LLC | 8,030 | $3.63M | 0.38% | +101+1.3% | Added |
| Ridgecrest Wealth Partners, LLC | 7,992 | $3.61M | 2.29% | +2,745+52.3% | Added |
| Vienna Asset Management LLC | 7,966 | $3.60M | 4.97% | +4,700+143.9% | Added |
| Iowa State Bank | 7,965 | $3.60M | 0.83% | +551+7.4% | Added |
| Clientfirst Wealth Management, LLC | 7,936 | $3.58M | 3.30% | 00.0% | Unchanged |
| Montis Financial, LLC | 7,877 | $3.56M | 2.78% | −68−0.9% | Reduced |
| DB Wealth Management Group, LLC | 7,870 | $3.55M | 2.14% | −3,667−31.8% | Reduced |
| SC&H Financial Advisors, Inc. | 7,867 | $3.55M | 1.69% | +1,157+17.2% | Added |
| Operose Advisors LLC | 7,863 | $3.55M | 2.45% | −623−7.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 7,832 | $3.55M | 1.70% | +169+2.2% | Added |
| Cohen Capital Management, Inc. | 7,854 | $3.55M | 0.62% | +7,854 | New |
| Orin Green Financial, LLC | 7,847 | $3.54M | 2.31% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 7,846 | $3.54M | 2.00% | +22+0.3% | Added |
| Madison Wealth Partners, Inc | 7,839 | $3.54M | 1.98% | +28+0.4% | Added |
| Cornerstone Advisory, LLC | 7,837 | $3.54M | 0.54% | +241+3.2% | Added |
| TCWP LLC | 7,825 | $3.53M | 0.64% | −1,526−16.3% | Reduced |
| Nixon Peabody Trust Co | 7,793 | $3.52M | 1.21% | −94−1.2% | Reduced |
| Loudon Investment Management, LLC | 7,723 | $3.49M | 2.30% | +250+3.3% | Added |
| Roosevelt Investment Group LLC | 7,707 | $3.48M | 0.21% | −3,291−29.9% | Reduced |
| Raffa Wealth Management, LLC | 7,702 | $3.48M | 1.29% | −24−0.3% | Reduced |
| Asset Dedication, LLC | 7,697 | $3.48M | 0.39% | −251−3.2% | Reduced |
| Peachtree Investment Partners, LLC | 7,690 | $3.47M | 1.60% | +5,623+272.0% | Added |
| Bristol Gate Capital Partners Inc. | 7,674 | $3.47M | 0.17% | −2,821−26.9% | Reduced |
| Capital Insight Partners, LLC | 7,667 | $3.46M | 0.71% | −2,405−23.9% | Reduced |
| Royal Capital Wealth Management, LLC | 7,628 | $3.44M | 3.37% | +241+3.3% | Added |
| Naviter Wealth, LLC | 7,600 | $3.44M | 1.15% | −13,339−63.7% | Reduced |
| Emfo, LLC | 7,613 | $3.44M | 3.12% | +1,188+18.5% | Added |
| Valmark Advisers, Inc. | 7,601 | $3.43M | 0.06% | −163−2.1% | Reduced |
| Marietta Wealth Management, LLC | 7,600 | $3.43M | 0.72% | −68−0.9% | Reduced |
| Keystone Wealth Services, LLC | 7,590 | $3.43M | 1.36% | −134−1.7% | Reduced |
| Invesco Ltd. | 7,566 | $3.42M | 0.00% | −4,147−35.4% | Reduced |
| Annex Advisory Services, LLC | 7,545 | $3.41M | 0.25% | −1,426−15.9% | Reduced |
| High Falls Advisors, Inc | 7,543 | $3.41M | 0.91% | −861−10.2% | Reduced |
| Long Run Wealth Advisors, LLC | 7,545 | $3.41M | 1.19% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 7,506 | $3.40M | 1.63% | −769−9.3% | Reduced |
| Chesapeake Wealth Management | 7,528 | $3.40M | 1.23% | +196+2.7% | Added |
| Bessemer Securities LLC | 7,518 | $3.40M | 0.99% | +7,518 | New |
| Catalyst Private Wealth, LLC | 7,488 | $3.38M | 1.69% | +1,042+16.2% | Added |
| Enterprise Financial Services Corp | 7,485 | $3.38M | 0.55% | −261−3.4% | Reduced |
| Sightline Wealth Advisors, LLC | 7,443 | $3.36M | 2.80% | −93−1.2% | Reduced |
| Dana Investment Advisors, Inc. | 7,445 | $3.36M | 0.16% | +1,722+30.1% | Added |
| Phillips Financial Management, LLC | 7,444 | $3.36M | 0.32% | +7,444 | New |
| AtlasMark Financial, Inc | 7,430 | $3.36M | 4.30% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 7,412 | $3.35M | 1.09% | −990−11.8% | Reduced |
| Perennial Advisors, LLC | 7,400 | $3.34M | 0.89% | +518+7.5% | Added |
| LBMC Investment Advisors, LLC | 7,368 | $3.33M | 0.29% | +15+0.2% | Added |
| Vantage Investment Partners, LLC | 7,362 | $3.33M | 0.17% | +6,619+890.8% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 7,360 | $3.32M | 3.47% | +169+2.4% | Added |
| Marks Group Wealth Management, Inc | 7,356 | $3.32M | 0.42% | +2,602+54.7% | Added |
| Samalin Investment Counsel, LLC | 7,346 | $3.32M | 2.01% | −2,610−26.2% | Reduced |
| Blueprint Investment Partners LLC | 7,971 | $3.31M | 0.85% | +6+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 6,948 | $3.30M | 0.18% | −60−0.9% | Reduced |
| CFM Wealth Partners LLC | 7,302 | $3.30M | 0.79% | +668+10.1% | Added |
| Bedel Financial Consulting, Inc. | 7,299 | $3.30M | 1.04% | +538+8.0% | Added |
| TCI Wealth Advisors, Inc. | 7,294 | $3.29M | 0.49% | −32−0.4% | Reduced |
| Prosperity Planning, Inc. | 7,483 | $3.28M | 1.61% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 7,247 | $3.27M | 0.99% | −545−7.0% | Reduced |
| Regis Management CO LLC | 7,228 | $3.27M | 0.58% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 7,222 | $3.26M | 0.17% | −1,042−12.6% | Reduced |
| Guyasuta Investment Advisors Inc | 7,215 | $3.26M | 0.22% | +975+15.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 7,214 | $3.26M | 1.31% | +373+5.5% | Added |
| Moreno Evelyn V | 7,210 | $3.26M | 0.66% | 00.0% | Unchanged |
| NWK Group, Inc. | 7,187 | $3.25M | 1.75% | −145−2.0% | Reduced |
| Triton Wealth Management, PLLC | 7,199 | $3.24M | 1.68% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 7,156 | $3.23M | 0.40% | +330+4.8% | Added |
| Wipfli Financial Advisors LLC, | 7,152 | $3.23M | 0.33% | +4,164+139.4% | Added |
| Callan Capital, LLC | 7,149 | $3.23M | 0.44% | +150+2.1% | Added |
| Boston Research & Management Inc | 7,148 | $3.23M | 0.94% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 7,129 | $3.22M | 0.03% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 7,128 | $3.22M | 0.30% | +307+4.5% | Added |
| Waterfront Wealth Inc. | 7,183 | $3.22M | 1.14% | +10+0.1% | Added |
| Berger Financial Group, Inc | 7,116 | $3.21M | 0.41% | +325+4.8% | Added |
| Heritage Investment Group, Inc. | 7,057 | $3.19M | 2.31% | +419+6.3% | Added |
| Paulson Wealth Management Inc. | 7,057 | $3.19M | 1.45% | +488+7.4% | Added |
| Covenant Asset Management, LLC | 7,053 | $3.19M | 0.96% | −855−10.8% | Reduced |
| TCG Advisory Services, LLC | 7,052 | $3.19M | 0.87% | +688+10.8% | Added |
| Goldstein Munger & Associates | 7,024 | $3.17M | 0.82% | +298+4.4% | Added |
| Creative Financial Designs Inc | 7,022 | $3.17M | 0.48% | +1,105+18.7% | Added |
| Sassicaia Capital Advisers LLC | 7,005 | $3.16M | 15.68% | −2,543−26.6% | Reduced |
| Austin Asset Management Co Inc | 7,006 | $3.16M | 1.00% | +11+0.2% | Added |
| Signature Wealth Management Partners, LLC | 7,001 | $3.16M | 2.69% | +20+0.3% | Added |
| Kelman-Lazarov, Inc. | 6,982 | $3.15M | 1.05% | −40−0.6% | Reduced |
| Cubic Asset Management, LLC | 6,976 | $3.15M | 0.73% | +19+0.3% | Added |
| Texas Capital Bancshares Inc | 6,946 | $3.14M | 1.90% | 00.0% | Unchanged |
| Madison Wealth Management | 6,934 | $3.13M | 0.66% | −180−2.5% | Reduced |
| Fragasso Group Inc. | 6,882 | $3.11M | 0.37% | +386+5.9% | Added |
| Clear Perspectives Financial Planning, LLC | 6,845 | $3.09M | 1.17% | −150−2.1% | Reduced |
| Wick Capital Partners, LLC | 6,846 | $3.09M | 2.03% | +5,838+579.2% | Added |
| Partners Capital Investment Group, LLP | 6,831 | $3.08M | 0.15% | −29,626−81.3% | Reduced |
| Sandbox Financial Partners, LLC | 6,794 | $3.07M | 1.75% | +6,074+843.6% | Added |
| Financial Advisory Corp | 6,771 | $3.06M | 1.62% | −201−2.9% | Reduced |
| Matrix Private Capital Group LLC | 6,724 | $3.05M | 1.49% | +723+12.0% | Added |