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 |
|---|---|---|---|---|---|
| Fortem Financial Group, LLC | 5,818 | $2.63M | 1.15% | −2,367−28.9% | Reduced |
| WESCAP Management Group, Inc. | 5,799 | $2.62M | 0.74% | −1,447−20.0% | Reduced |
| Inverness Counsel LLC | – | $2.61M | 0.12% | – | – |
| Libra Wealth LLC | 5,777 | $2.61M | 1.50% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 6,084 | $2.61M | 0.37% | +5,074+502.4% | Added |
| BEAM Asset Management, LLC | 5,756 | $2.60M | 2.99% | +99+1.8% | Added |
| Fairhaven Wealth Management, LLC | 5,750 | $2.60M | 1.05% | +34+0.6% | Added |
| Harbour Capital Advisors, LLC | 5,739 | $2.59M | 0.71% | +13+0.2% | Added |
| TNF LLC | 6,078 | $2.59M | 1.17% | +5+0.1% | Added |
| Chicago Capital, LLC | 5,724 | $2.58M | 0.11% | −142−2.4% | Reduced |
| BNC Wealth Management, LLC | 5,678 | $2.56M | 1.26% | −1,821−24.3% | Reduced |
| Legacy Financial Strategies, LLC | 5,666 | $2.56M | 1.09% | −35−0.6% | Reduced |
| Acropolis Investment Management, LLC | 5,655 | $2.55M | 0.23% | −36−0.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,649 | $2.55M | 0.22% | +470+9.1% | Added |
| Sequent Asset Management, LLC | 5,648 | $2.55M | 1.49% | −174−3.0% | Reduced |
| Baker Ellis Asset Management LLC | 5,628 | $2.54M | 0.45% | −80−1.4% | Reduced |
| Eagle Global Advisors LLC | 5,625 | $2.54M | 0.16% | +82+1.5% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 5,621 | $2.54M | 0.49% | +55+1.0% | Added |
| Summit Wealth & Retirement Planning, Inc. | 5,617 | $2.54M | 0.90% | +4,379+353.7% | Added |
| Crossvault Capital Management LLC | 5,607 | $2.53M | 0.82% | −113−2.0% | Reduced |
| WNY Asset Management, LLC | 5,593 | $2.53M | 0.78% | −20−0.4% | Reduced |
| Asset Allocation & Management Company, LLC | 5,594 | $2.53M | 0.91% | −2,106−27.4% | Reduced |
| Boenning & Scattergood, Inc. | 5,576 | $2.52M | 0.40% | +3,454+162.8% | Added |
| Abacus Wealth Partners, LLC | 5,572 | $2.52M | 1.12% | −213−3.7% | Reduced |
| Plancorp, LLC | 5,553 | $2.51M | 0.16% | −468−7.8% | Reduced |
| Sittner & Nelson, LLC | 5,540 | $2.50M | 1.45% | −100−1.8% | Reduced |
| Visionary Wealth Advisors | 5,539 | $2.50M | 0.20% | +978+21.4% | Added |
| Northern Oak Wealth Management Inc | 5,507 | $2.49M | 0.30% | −47−0.8% | Reduced |
| High Net Worth Advisory Group LLC | 5,491 | $2.48M | 0.90% | +304+5.9% | Added |
| Moneda S.A. Administradora General de Fondos | 5,478 | $2.47M | 1.17% | +2,374+76.5% | Added |
| SOA Wealth Advisors, LLC. | 5,473 | $2.47M | 0.60% | +13+0.2% | Added |
| LaFleur & Godfrey LLC | 5,465 | $2.47M | 0.33% | −95−1.7% | Reduced |
| Disciplined Investments, LLC | 5,458 | $2.46M | 1.02% | −65−1.2% | Reduced |
| Biltmore Family Office, LLC | 5,424 | $2.46M | 0.53% | 00.0% | Unchanged |
| Epiq Partners, LLC | 5,439 | $2.46M | 1.32% | −215−3.8% | Reduced |
| Wealthquest Corp | 5,172 | $2.46M | 0.38% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 5,424 | $2.45M | 0.71% | −80−1.5% | Reduced |
| Adams Chetwood Wealth Management LLC | 5,424 | $2.45M | 1.39% | +819+17.8% | Added |
| BOK Financial Private Wealth, Inc. | 5,399 | $2.44M | 0.17% | −16−0.3% | Reduced |
| Eldridge Investment Advisors, Inc. | 5,389 | $2.43M | 0.82% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 5,389 | $2.43M | 0.46% | +629+13.2% | Added |
| First PREMIER Bank | 5,386 | $2.43M | 0.64% | +620+13.0% | Added |
| Duncker Streett & Co Inc | 5,371 | $2.43M | 0.48% | −83−1.5% | Reduced |
| Accurate Wealth Management, LLC | 5,372 | $2.43M | 1.09% | +3,991+289.0% | Added |
| Revolve Wealth Partners, LLC | 5,351 | $2.42M | 0.70% | +339+6.8% | Added |
| LMCG Investments, LLC | 5,337 | $2.41M | 0.14% | +5,337 | New |
| M.D. Sass Investors Services, Inc. | 5,312 | $2.40M | 0.41% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 5,309 | $2.40M | 1.91% | −47−0.9% | Reduced |
| Sandy Cove Advisors, LLC | 5,292 | $2.39M | 1.99% | +15+0.3% | Added |
| Silverleafe Capital Partners, LLC | 5,282 | $2.39M | 1.08% | −1,018−16.2% | Reduced |
| Horizon Investments, LLC | 5,270 | $2.38M | 0.07% | +473+9.9% | Added |
| Summit Financial Strategies, Inc. | 5,257 | $2.37M | 0.48% | −215−3.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,188 | $2.37M | 0.03% | −132−2.5% | Reduced |
| Ballast Advisors LLC | 5,246 | $2.37M | 0.92% | −50−0.9% | Reduced |
| Martel Wealth Advisors Inc | 5,241 | $2.37M | 0.58% | −53−1.0% | Reduced |
| Asset Management Group, Inc. | 5,237 | $2.37M | 0.49% | +18+0.3% | Added |
| Anchor Investment Management, LLC | 5,231 | $2.36M | 0.30% | −208−3.8% | Reduced |
| United Maritime Capital LLC | 5,211 | $2.36M | 6.45% | +611+13.3% | Added |
| Truvestments Capital LLC | 5,217 | $2.36M | 1.29% | +4,028+338.8% | Added |
| Advisor Partners LLC | 5,210 | $2.35M | 0.15% | −124−2.3% | Reduced |
| Financial Advisors Network, Inc. | 5,204 | $2.35M | 0.58% | −262−4.8% | Reduced |
| EPIQ Capital Group, LLC | 5,190 | $2.35M | 0.64% | +802+18.3% | Added |
| Gemmer Asset Management LLC | 5,205 | $2.35M | 0.29% | +215+4.3% | Added |
| Tradition Wealth Management, LLC | 5,184 | $2.34M | 0.30% | −285−5.2% | Reduced |
| Claret Asset Management Corp | 5,173 | $2.34M | 0.45% | +1,281+32.9% | Added |
| Towerpoint Wealth, LLC | 5,169 | $2.33M | 1.16% | +18+0.3% | Added |
| Verity Asset Management, Inc. | 5,167 | $2.33M | 1.48% | +256+5.2% | Added |
| McBroom & Associates, LLC | 5,155 | $2.33M | 2.06% | +322+6.7% | Added |
| Vaughan David Investments LLC | 5,155 | $2.33M | 0.07% | +370+7.7% | Added |
| Mathes Company, Inc. | 5,150 | $2.33M | 0.90% | −225−4.2% | Reduced |
| Goodman Financial Corp | 5,149 | $2.33M | 0.66% | −5,445−51.4% | Reduced |
| Gluskin Sheff & Assoc Inc | 5,129 | $2.32M | 0.10% | −1,327−20.6% | Reduced |
| Marshall & Sullivan Inc | 5,121 | $2.31M | 1.29% | +34+0.7% | Added |
| Noesis Capital Mangement Corp | 5,115 | $2.31M | 0.56% | −841−14.1% | Reduced |
| Levin Capital Strategies, L.P. | 5,110 | $2.31M | 0.23% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 5,109 | $2.31M | 1.42% | +10+0.2% | Added |
| DFPG Investments, LLC | 5,240 | $2.29M | 0.89% | +122+2.4% | Added |
| Marcum Wealth, LLC | 5,079 | $2.29M | 0.32% | −3,568−41.3% | Reduced |
| Bluestein R H & Co | 5,080 | $2.29M | 0.10% | +115+2.3% | Added |
| Inspirion Wealth Advisors, LLC | 5,073 | $2.29M | 0.47% | −44−0.9% | Reduced |
| Home Federal Bank of Tennessee | 5,069 | $2.29M | 0.78% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 5,061 | $2.29M | 0.39% | +5,061 | New |
| Summit Place Financial Advisors, LLC | 5,059 | $2.29M | 1.53% | 00.0% | Unchanged |
| Rollins Financial | 5,056 | $2.28M | 0.67% | +27+0.5% | Added |
| Spectrum Wealth Advisory Group, LLC | 5,050 | $2.28M | 2.20% | −957−15.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 5,050 | $2.28M | 0.49% | +1,230+32.2% | Added |
| LWS Wealth Advisors, Inc. | 5,035 | $2.27M | 0.97% | +2,205+77.9% | Added |
| Congress Asset Management Co | 5,025 | $2.27M | 0.02% | −5,710−53.2% | Reduced |
| Coyle Financial Counsel LLC | 5,004 | $2.26M | 1.21% | −1,614−24.4% | Reduced |
| AXS Investments LLC | 5,000 | $2.26M | 0.90% | +5,000 | New |
| Retirement Guys Formula LLC | 4,972 | $2.25M | 1.50% | −914−15.5% | Reduced |
| TrinityPoint Wealth, LLC | 4,969 | $2.24M | 0.41% | −5−0.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 4,955 | $2.24M | 0.82% | −865−14.9% | Reduced |
| First Trust Advisors LP | 4,952 | $2.24M | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4,948 | $2.23M | 0.42% | +3,750+313.0% | Added |
| Delta Investment Management, LLC | 4,935 | $2.23M | 0.66% | +149+3.1% | Added |
| Palouse Capital Management, Inc. | 4,929 | $2.23M | 0.98% | −635−11.4% | Reduced |
| Cooper/Haims Advisors, LLC | 4,920 | $2.22M | 1.45% | −25−0.5% | Reduced |
| Wealth Advisors, Inc. | 4,916 | $2.22M | 0.81% | +49+1.0% | Added |
| Hemington Wealth Management | 4,910 | $2.22M | 0.75% | −77−1.5% | Reduced |