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; 4,668 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
- +9 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
- 174
- 1,291 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Proffitt & Goodson Inc | 153,704 | $69.4M | 12.59% | −5,568−3.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 153,179 | $69.2M | 1.64% | −29,537−16.2% | Reduced |
| Davis R M Inc | 153,053 | $69.1M | 1.65% | +36,880+31.7% | Added |
| Archetype Wealth Partners | 151,605 | $68.5M | 17.88% | −16,916−10.0% | Reduced |
| Portland Global Advisors LLC | 151,327 | $68.3M | 11.71% | −3,414−2.2% | Reduced |
| Rovida Advisors Inc. | 150,000 | $67.7M | 14.55% | +150,000 | New |
| RBF Capital, LLC | 146,300 | $67.1M | 4.31% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 148,579 | $67.1M | 30.36% | −231−0.2% | Reduced |
| Fort Point Capital Partners LLC | 148,554 | $67.1M | 10.20% | −12,682−7.9% | Reduced |
| Global Endowment Management, LP | 147,000 | $66.4M | 4.73% | −58,720−28.5% | Reduced |
| Banque Pictet & Cie SA | 146,531 | $66.2M | 0.51% | +53,493+57.5% | Added |
| Intercontinental Wealth Advisors, LLC | 145,624 | $65.8M | 14.97% | −38,211−20.8% | Reduced |
| Lockheed Martin Investment Management Co | 145,000 | $65.5M | 3.60% | −15,000−9.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 144,481 | $65.3M | 1.01% | +7,633+5.6% | Added |
| Simon Quick Advisors, LLC | 142,892 | $64.5M | 18.29% | +4,927+3.6% | Added |
| Clearbridge Investments, LLC | 142,708 | $64.5M | 0.05% | +112,178+367.4% | Added |
| Avalon Investment & Advisory | 142,550 | $64.4M | 1.56% | +34,430+31.8% | Added |
| SBB Research Group LLC | 142,073 | $64.2M | 13.85% | −22,285−13.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 142,037 | $64.2M | 1.41% | +27,804+24.3% | Added |
| LGL Partners, LLC | 140,847 | $63.6M | 8.51% | +3,492+2.5% | Added |
| Gladius Capital Management LP | 139,798 | $63.4M | 21.81% | −40,692−22.5% | Reduced |
| Bradley Foster & Sargent Inc | 140,237 | $63.3M | 1.35% | +38,291+37.6% | Added |
| Arvest Trust Co N A | 139,799 | $63.1M | 3.51% | +1,138+0.8% | Added |
| Equitable Holdings, Inc. | 139,242 | $62.9M | 1.03% | +36,337+35.3% | Added |
| Financial Advisory Group | 138,835 | $62.7M | 12.18% | −2,179−1.5% | Reduced |
| Point72 Hong Kong Ltd | 138,336 | $62.5M | 5.75% | +1,671+1.2% | Added |
| Lincoln National Corp | 138,170 | $62.4M | 1.29% | −2,485−1.8% | Reduced |
| Citizens Financial Group Inc | 137,412 | $62.1M | 2.17% | −2,770−2.0% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 135,439 | $61.4M | 0.65% | −34,943−20.5% | Reduced |
| TCW Group Inc | 135,558 | $61.2M | 0.58% | −6,131−4.3% | Reduced |
| Financial Counselors Inc | 135,097 | $61.0M | 1.26% | +170+0.1% | Added |
| Natixis Advisors, L.P. | 133,595 | $60.3M | 0.23% | +43,060+47.6% | Added |
| Keystone Financial Group | 132,959 | $60.0M | 10.20% | −666−0.5% | Reduced |
| Evercore Wealth Management, LLC | 131,892 | $59.6M | 1.05% | −4,266−3.1% | Reduced |
| Haverford Trust Co | 130,735 | $59.0M | 0.68% | −3,332−2.5% | Reduced |
| Fiera Capital Corp | 130,729 | $59.0M | 0.15% | −2,374−1.8% | Reduced |
| MBL Wealth, LLC | 130,716 | $59.0M | 14.41% | +130,716 | New |
| Northwest & Ethical Investments L.P. | 130,600 | $59.0M | 1.89% | −2,800−2.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 129,574 | $58.5M | 0.82% | −17,485−11.9% | Reduced |
| CSM Advisors, LLC | 129,440 | $58.5M | 4.05% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 129,440 | $58.5M | 8.92% | 00.0% | Unchanged |
| Total Investment Management Inc | 129,368 | $58.4M | 11.20% | −425−0.3% | Reduced |
| Klingman & Associates, LLC | 129,281 | $58.4M | 4.96% | −225−0.2% | Reduced |
| V2 Financial group LLC | 128,046 | $57.8M | 44.00% | +41,487+47.9% | Added |
| Colony Group LLC | 127,777 | $57.7M | 0.86% | +22,611+21.5% | Added |
| Camden Capital, LLC | 127,304 | $57.5M | 12.42% | −1,233−1.0% | Reduced |
| Jabodon PT Co | 126,600 | $57.2M | 25.95% | +126,600 | New |
| Heritage Wealth Advisors | 125,998 | $56.9M | 3.15% | +108,287+611.4% | Added |
| Simplex Trading, LLC | 125,714 | $56.8M | 1.80% | +125,714 | New |
| Brinker Capital Investments, LLC | 124,770 | $56.4M | 0.87% | +4,678+3.9% | Added |
| TLWM | 124,667 | $56.3M | 19.63% | −653−0.5% | Reduced |
| Avantax Advisory Services, Inc. | 124,209 | $56.1M | 0.77% | +8,792+7.6% | Added |
| Evoke Wealth, LLC | 123,674 | $56.0M | 1.83% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 123,672 | $55.9M | 3.72% | +8,694+7.6% | Added |
| Berkshire Bank | 123,292 | $55.7M | 13.22% | −5,319−4.1% | Reduced |
| Tiedemann Advisors, LLC | 122,728 | $55.6M | 2.82% | −370−0.3% | Reduced |
| Waldron Private Wealth LLC | 122,306 | $55.2M | 2.83% | −2,128−1.7% | Reduced |
| Washington Trust Co | 122,144 | $55.2M | 2.18% | +1,250+1.0% | Added |
| Sandy Spring Bank | 121,979 | $55.1M | 2.80% | −1,536−1.2% | Reduced |
| MUFG Americas Holdings Corp | 121,938 | $55.1M | 1.07% | −1,777−1.4% | Reduced |
| Ninepoint Partners LP | 121,100 | $54.7M | 13.16% | −8,400−6.5% | Reduced |
| SlateStone Wealth, LLC | 120,351 | $54.4M | 12.12% | −454−0.4% | Reduced |
| Novare Capital Management LLC | 119,503 | $54.0M | 5.75% | +15,368+14.8% | Added |
| Peapack Gladstone Financial Corp | 118,813 | $53.7M | 1.05% | −5,862−4.7% | Reduced |
| Busey Wealth Management | 118,934 | $53.7M | 2.15% | +3,289+2.8% | Added |
| Bremer Bank National Association | 118,846 | $53.7M | 8.82% | +23,037+24.0% | Added |
| Connors Investor Services Inc | 118,363 | $53.5M | 5.56% | +245+0.2% | Added |
| Sigma Planning Corp | 117,844 | $53.2M | 1.60% | −13,579−10.3% | Reduced |
| Wafra Inc. | 117,510 | $53.1M | 1.83% | +60,100+104.7% | Added |
| Capital Advisors, Ltd. LLC | 116,434 | $52.6M | 8.75% | +676+0.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 116,251 | $52.5M | 0.18% | −4,526−3.7% | Reduced |
| Bollard Group LLC | 116,000 | $52.4M | 1.68% | +115,200+14,400.0% | Added |
| AIA Group Ltd | 115,300 | $52.1M | 2.27% | +3,900+3.5% | Added |
| St. Louis Trust Co | 115,196 | $52.0M | 11.14% | −3,384−2.9% | Reduced |
| Pacific Wealth Management | 115,128 | $52.0M | 46.35% | −2,535−2.2% | Reduced |
| Mizuho Markets Americas LLC | 114,740 | $51.8M | 3.28% | +27,244+31.1% | Added |
| NewEdge Wealth, LLC | 113,488 | $51.3M | 2.28% | +3,774+3.4% | Added |
| Evolution Wealth Advisors, LLC | 113,348 | $51.2M | 10.52% | −5,887−4.9% | Reduced |
| RMB Capital Management, LLC | 112,060 | $50.6M | 1.60% | +6,739+6.4% | Added |
| Financial Engines Advisors L.L.C. | 111,449 | $50.5M | 0.13% | +89,036+397.3% | Added |
| Glenview Trust Co | 111,534 | $50.4M | 1.64% | −1,444−1.3% | Reduced |
| Moneta Group Investment Advisors LLC | 111,392 | $50.3M | 1.97% | +7,120+6.8% | Added |
| Johnson Investment Counsel Inc | 110,593 | $50.1M | 0.62% | +968+0.9% | Added |
| Simmons Bank | 110,302 | $49.8M | 3.73% | +9,486+9.4% | Added |
| Olympus Wealth Management, LLC | 110,029 | $49.7M | 24.04% | +16,495+17.6% | Added |
| Wade G W & Inc | 110,000 | $49.7M | 2.13% | +3,490+3.3% | Added |
| Omers Administration Corp | 109,485 | $49.5M | 0.63% | −3,500−3.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 109,000 | $49.2M | 13.43% | +3,000+2.8% | Added |
| Activest Wealth Management | 108,933 | $49.2M | 31.65% | +6,079+5.9% | Added |
| Carnegie Capital Asset Management, LLC | 108,894 | $49.2M | 1.79% | −324−0.3% | Reduced |
| IFP Advisors, Inc | 245,468 | $49.1M | 0.64% | +119,398+94.7% | Added |
| Kent Ziegler | 107,269 | $48.4M | 27.17% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 113,861 | $48.4M | 31.01% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 106,339 | $48.0M | 12.74% | +45,078+73.6% | Added |
| Crescent Grove Advisors, LLC | 105,645 | $47.9M | 4.69% | +7,302+7.4% | Added |
| Regentatlantic Capital LLC | 105,728 | $47.8M | 1.35% | −2,543−2.3% | Reduced |
| Oppenheimer Asset Management Inc. | 105,630 | $47.7M | 0.68% | −10,201−8.8% | Reduced |
| Stone House Investment Management, LLC | 105,526 | $47.7M | 16.23% | +10,040+10.5% | Added |
| Spire Wealth Management | 104,753 | $47.3M | 1.27% | −32,175−23.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 104,624 | $47.3M | 19.74% | +9,984+10.5% | Added |