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 |
|---|---|---|---|---|---|
| ACG Wealth | 6,740 | $3.04M | 0.58% | +20+0.3% | Added |
| Pacitti Group Inc. | 6,731 | $3.04M | 2.01% | +180+2.7% | Added |
| EHP Funds Inc. | 6,700 | $3.03M | 0.50% | +6,700 | New |
| Lockerman Financial Group, Inc. | 6,691 | $3.02M | 8.17% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 6,688 | $3.02M | 2.06% | +1,832+37.7% | Added |
| Forbes Financial Planning, Inc. | 6,690 | $3.02M | 3.76% | −58−0.9% | Reduced |
| Intersect Capital LLC | 6,671 | $3.01M | 0.58% | +279+4.4% | Added |
| Middleton & Co Inc | 6,663 | $3.01M | 0.32% | +15+0.2% | Added |
| Cowa, LLC | 6,611 | $3.00M | 1.49% | −81−1.2% | Reduced |
| Truadvice, LLC | 7,217 | $2.99M | 1.67% | +3,802+111.3% | Added |
| Wright Fund Managment, LLC | 6,600 | $2.98M | 4.35% | −94,000−93.4% | Reduced |
| Beacon Financial Advisory LLC | 6,577 | $2.97M | 1.42% | −883−11.8% | Reduced |
| Index Fund Advisors, Inc. | 6,579 | $2.97M | 0.22% | +1,181+21.9% | Added |
| Pacific Wealth Strategies Group, Inc. | 6,574 | $2.97M | 1.24% | −216−3.2% | Reduced |
| Investment Partners, Ltd. | 6,557 | $2.96M | 1.25% | +10.0% | Added |
| Cape Cod Five Cents Savings Bank | 6,546 | $2.96M | 0.30% | +872+15.4% | Added |
| Founders Financial Securities LLC | 6,528 | $2.95M | 0.52% | +692+11.9% | Added |
| Pioneer Trust Bank N A | 6,519 | $2.94M | 0.80% | +195+3.1% | Added |
| RVB Capital Management LLC | 6,500 | $2.94M | 2.50% | +6,000+1,200.0% | Added |
| BFT Financial Group, LLC | 6,495 | $2.93M | 0.47% | +6,495 | New |
| Mason Investment Advisory Services, Inc. | 6,493 | $2.93M | 0.25% | −360−5.3% | Reduced |
| Trinity Legacy Partners, LLC | 6,481 | $2.93M | 0.99% | +615+10.5% | Added |
| Carlson Capital Management | 6,475 | $2.92M | 0.24% | +383+6.3% | Added |
| Frontier Wealth Management LLC | 6,668 | $2.92M | 0.04% | +181+2.8% | Added |
| Silvant Capital Management LLC | 6,445 | $2.92M | 0.56% | 00.0% | Unchanged |
| SOL Capital Management CO | 6,459 | $2.92M | 0.53% | +135+2.1% | Added |
| American State Bank (Iowa) | 6,450 | $2.91M | 2.02% | +118+1.9% | Added |
| Bank Ozk | 6,442 | $2.91M | 1.25% | −143−2.2% | Reduced |
| Krilogy Financial LLC | 6,430 | $2.90M | 0.30% | −338−5.0% | Reduced |
| Monticello Wealth Management, LLC | 6,425 | $2.90M | 0.28% | +2,061+47.2% | Added |
| Bray Capital Advisors | 6,398 | $2.89M | 0.74% | −34−0.5% | Reduced |
| Connecticut Wealth Management, LLC | 6,398 | $2.89M | 0.22% | +216+3.5% | Added |
| Edge Wealth Management LLC | 6,383 | $2.88M | 0.57% | +1,411+28.4% | Added |
| Abacus Planning Group, Inc. | 6,382 | $2.88M | 0.78% | −415−6.1% | Reduced |
| Paladin Advisory Group, LLC | 6,364 | $2.88M | 2.34% | +6,364 | New |
| Beaumont Financial Partners, LLC | 6,371 | $2.88M | 0.22% | +729+12.9% | Added |
| WealthPLAN Partners, LLC | 6,964 | $2.87M | 0.20% | −69−1.0% | Reduced |
| WealthPlan Investment Management, LLC | 6,964 | $2.87M | 0.20% | +6,964 | New |
| Aldebaran Financial Inc. | 6,347 | $2.87M | 2.36% | +300+5.0% | Added |
| East Coast Asset Management, LLC. | 6,341 | $2.86M | 0.68% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 6,892 | $2.86M | 1.88% | +1,340+24.1% | Added |
| Tennessee Valley Asset Management Partners | 6,336 | $2.86M | 0.97% | +113+1.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,325 | $2.86M | 0.17% | +913+16.9% | Added |
| Larson Financial Group LLC | 6,324 | $2.86M | 0.46% | −6,098−49.1% | Reduced |
| Baldwin Brothers Inc | 6,318 | $2.85M | 0.30% | +262+4.3% | Added |
| Sterling Investment Counsel, LLC | 6,290 | $2.84M | 1.91% | +10+0.2% | Added |
| Financial Architects, Inc | 6,290 | $2.84M | 0.41% | +292+4.9% | Added |
| Highland Capital Management, LLC | 6,288 | $2.84M | 0.17% | +496+8.6% | Added |
| North Star Asset Management Inc | 6,284 | $2.84M | 0.16% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 6,274 | $2.83M | 0.46% | +1,134+22.1% | Added |
| Formidable Asset Management, LLC | 6,270 | $2.83M | 0.54% | −191−3.0% | Reduced |
| Upper Left Wealth Management, LLC | 53,140 | $2.83M | 2.93% | +44,180+493.1% | Added |
| Financial Synergies Wealth Advisors, Inc. | 6,255 | $2.83M | 0.44% | +286+4.8% | Added |
| Bellecapital International Ltd. | 6,253 | $2.82M | 0.90% | 00.0% | Unchanged |
| Laraway Financial Inc | 6,250 | $2.82M | 2.57% | +710+12.8% | Added |
| City Holding Co | 6,243 | $2.82M | 0.46% | −125−2.0% | Reduced |
| Allegheny Financial Group LTD | 6,240 | $2.82M | 1.19% | +16+0.3% | Added |
| Laidlaw Wealth Management LLC | 6,219 | $2.81M | 0.47% | −1,312−17.4% | Reduced |
| Waters Parkerson & Co., LLC | 6,211 | $2.81M | 0.16% | +50+0.8% | Added |
| Rappaport Reiches Capital Management, LLC | 6,209 | $2.80M | 1.50% | +1,299+26.5% | Added |
| Willis Johnson & Associates, Inc. | 6,209 | $2.80M | 0.37% | +478+8.3% | Added |
| Cadinha & Co LLC | 6,202 | $2.80M | 0.40% | −34−0.5% | Reduced |
| Sterneck Capital Management, LLC | 6,193 | $2.80M | 1.68% | −32−0.5% | Reduced |
| Howard Wealth Management, LLC | 6,191 | $2.80M | 1.52% | +28+0.5% | Added |
| Total Clarity Wealth Management, Inc. | 6,189 | $2.79M | 1.53% | +168+2.8% | Added |
| Privium Fund Management B.V. | 6,182 | $2.79M | 0.63% | +6,182 | New |
| Fox Run Management, L.L.C. | 6,176 | $2.79M | 1.55% | −9,946−61.7% | Reduced |
| Fisher Asset Management, LLC | 6,151 | $2.78M | 0.00% | −4,812−43.9% | Reduced |
| Fagan Associates, Inc. | 6,149 | $2.78M | 0.57% | −150−2.4% | Reduced |
| Jackson Square Capital, LLC | 6,149 | $2.78M | 0.87% | +39+0.6% | Added |
| Lehman & Derafelo Financial Resources LLC | 6,117 | $2.77M | 0.77% | +140+2.3% | Added |
| Means Investment Co., Inc. | 6,113 | $2.76M | 0.50% | −46−0.7% | Reduced |
| Capital Investment Advisory Services, LLC | 6,106 | $2.76M | 0.30% | +2,170+55.1% | Added |
| Security Financial Services, INC. | 6,095 | $2.75M | 0.87% | +302+5.2% | Added |
| Tompkins Financial Corp | 6,086 | $2.75M | 0.39% | +3,462+131.9% | Added |
| Tyler-Stone Wealth Management | 6,052 | $2.73M | 1.51% | +1,385+29.7% | Added |
| Sunesis Advisors, LLC | 6,039 | $2.73M | 1.58% | 00.0% | Unchanged |
| Rossmore Private Capital | 6,037 | $2.73M | 0.42% | +520+9.4% | Added |
| Cohen Lawrence B | 6,029 | $2.72M | 1.61% | −372−5.8% | Reduced |
| Capstone Financial Advisors, Inc. | 6,004 | $2.71M | 0.20% | −223−3.6% | Reduced |
| Permanens Capital L.P. | 6,004 | $2.71M | 0.42% | +2,004+50.1% | Added |
| Yale University | 6,000 | $2.71M | 0.51% | −1,000−14.3% | Reduced |
| W Advisors, LLC | 6,000 | $2.71M | 2.05% | −17−0.3% | Reduced |
| Sentry Investment Management LLC | 5,995 | $2.71M | 0.86% | +5,995 | New |
| Insight Advisors, LLC | 5,991 | $2.71M | 0.81% | +862+16.8% | Added |
| Picton Mahoney Asset Management | 5,990 | $2.71M | 0.10% | +3,520+142.5% | Added |
| Raab & Moskowitz Asset Management LLC | 5,988 | $2.70M | 0.93% | −5−0.1% | Reduced |
| Blankinship & Foster, LLC | 5,980 | $2.70M | 1.09% | −6−0.1% | Reduced |
| AlphaCore Capital LLC | 5,948 | $2.69M | 1.04% | +104+1.8% | Added |
| Nelson Capital Management, LLC | 5,941 | $2.68M | 0.52% | +688+13.1% | Added |
| Reynders McVeigh Capital Management, LLC | 5,939 | $2.68M | 0.16% | −713−10.7% | Reduced |
| Wealth Management Partners, LLC | 6,000 | $2.68M | 1.91% | 00.0% | Unchanged |
| SP Asset Management | 5,924 | $2.68M | 0.29% | +695+13.3% | Added |
| Financial Perspectives, Inc | 5,903 | $2.67M | 1.25% | +26+0.4% | Added |
| Summit Financial Wealth Advisors, LLC | 5,896 | $2.66M | 0.54% | −526−8.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,892 | $2.66M | 0.30% | +28+0.5% | Added |
| BCM Advisors, LLC | 6,206 | $2.66M | 0.71% | −509−7.6% | Reduced |
| Lifeworks Advisors, LLC | 110,103 | $2.65M | 1.75% | +95,151+636.4% | Added |
| Signet Financial Management, LLC | 5,828 | $2.63M | 0.44% | +135+2.4% | Added |
| Toroso Investments, LLC | 5,818 | $2.63M | 0.08% | −3,486−37.5% | Reduced |