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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui Financial Group, Inc. | 104,283 | $47.1M | 1.44% | +25,317+32.1% | Added |
| IHT Wealth Management, LLC | 104,137 | $47.0M | 3.57% | −4,571−4.2% | Reduced |
| Belpointe Asset Management LLC | 109,416 | $46.8M | 2.83% | +13,091+13.6% | Added |
| German American Bancorp, Inc. | 102,987 | $46.5M | 6.80% | −3,762−3.5% | Reduced |
| Public Sector Pension Investment Board | 102,709 | $46.4M | 0.29% | +53,084+107.0% | Added |
| Brewin Dolphin Wealth Management Ltd | 102,535 | $46.3M | 5.18% | +500.0% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 102,788 | $46.2M | 8.17% | +18,540+22.0% | Added |
| Berkeley Capital Partners, LLC | 102,294 | $46.2M | 18.41% | +9,929+10.7% | Added |
| Arrowstreet Capital, Limited Partnership | 101,552 | $45.9M | 0.06% | −25,387−20.0% | Reduced |
| Geneos Wealth Management Inc. | 101,510 | $45.8M | 1.97% | −34,993−25.6% | Reduced |
| Graypoint LLC | 100,988 | $45.6M | 4.51% | +3,346+3.4% | Added |
| Strategic Wealth Partners Group LLC | 100,476 | $45.4M | 8.64% | −1,629−1.6% | Reduced |
| Kore Private Wealth LLC | 100,329 | $45.3M | 5.69% | +686+0.7% | Added |
| American Portfolios Advisors | 100,291 | $45.3M | 1.55% | +4,837+5.1% | Added |
| Zeke Capital Advisors, LLC | 100,264 | $45.3M | 2.29% | +11,932+13.5% | Added |
| Westpark Management, LLC | 100,000 | $45.2M | 50.94% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 99,965 | $45.1M | 24.27% | −543−0.5% | Reduced |
| Schroder Investment Management Group | 98,232 | $45.1M | 0.06% | +98,232 | New |
| Payden & Rygel | 99,708 | $45.0M | 2.27% | +9,930+11.1% | Added |
| Regions Financial Corp | 99,370 | $44.9M | 0.36% | +4,717+5.0% | Added |
| Beacon Pointe Advisors, LLC | 99,064 | $44.7M | 0.61% | +43,796+79.2% | Added |
| Pacific Capital Wealth Advisors, Inc | 99,051 | $44.7M | 12.78% | +18,893+23.6% | Added |
| Gladstone Institutional Advisory LLC | 98,275 | $44.4M | 3.00% | +34,108+53.2% | Added |
| Robertson Stephens Wealth Management, LLC | 98,031 | $44.4M | 3.83% | +13,793+16.4% | Added |
| HM Payson & Co | 97,857 | $44.2M | 1.01% | +115+0.1% | Added |
| Mechanics Bank Trust Department | 96,093 | $43.4M | 6.71% | −2,959−3.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 95,806 | $43.3M | 2.16% | +1,030+1.1% | Added |
| Black Swift Group, LLC | 95,604 | $43.2M | 17.01% | +30,384+46.6% | Added |
| Prio Wealth Limited Partnership | 94,714 | $42.8M | 1.41% | −282−0.3% | Reduced |
| American Family Insurance Mutual Holding Co | 94,200 | $42.5M | 1.71% | +94,200 | New |
| CoreCap Advisors, LLC | 93,953 | $42.4M | 2.93% | +3,034+3.3% | Added |
| Eos Management, L.P. | 93,931 | $42.4M | 25.05% | 00.0% | Unchanged |
| Consolidated Investment Group LLC | 93,670 | $42.3M | 6.90% | +5,220+5.9% | Added |
| DuPont Capital Management Corp | 93,181 | $42.1M | 1.70% | −21,209−18.5% | Reduced |
| Atlantic Private Wealth, LLC | 93,095 | $42.0M | 39.83% | +568+0.6% | Added |
| Fluent Financial, LLC | 91,955 | $41.5M | 17.04% | +5,170+6.0% | Added |
| Retirement Income Solutions, Inc | 91,644 | $41.4M | 11.44% | −5,070−5.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 91,374 | $41.3M | 1.65% | −63−0.1% | Reduced |
| IFG Advisory, LLC | 90,154 | $40.7M | 4.11% | −142−0.2% | Reduced |
| D.A. Davidson & Co. | 90,079 | $40.7M | 0.44% | +350+0.4% | Added |
| SNS Financial Group, LLC | 89,846 | $40.6M | 4.70% | −1,844−2.0% | Reduced |
| Cypress Capital, LLC | 89,643 | $40.5M | 4.96% | −3,714−4.0% | Reduced |
| Daniels&Tansey,LLP | 89,274 | $40.3M | 13.63% | −4,029−4.3% | Reduced |
| Viridian Ria, LLC | 0 | $40.3M | 9.36% | −95,542−100.0% | Reduced |
| Greenhouse Wealth Management, LLC | 89,135 | $40.3M | 37.65% | −360.0% | Reduced |
| Change Path, LLC | 88,870 | $40.1M | 2.08% | −141,284−61.4% | Reduced |
| HMS Capital Management, LLC | 88,770 | $40.1M | 18.32% | −10,345−10.4% | Reduced |
| Gainplan LLC | 88,727 | $40.1M | 30.52% | −98,574−52.6% | Reduced |
| Park Avenue Securities LLC | 88,324 | $39.9M | 0.70% | +35,986+68.8% | Added |
| All Terrain Financial Advisors, LLC | 87,759 | $39.6M | 17.91% | +1,165+1.3% | Added |
| Global Retirement Partners, LLC | 100,580 | $39.6M | 3.11% | +7,090+7.6% | Added |
| First Horizon Advisors, Inc. | 87,567 | $39.5M | 2.16% | −116,593−57.1% | Reduced |
| Broadmark Asset Management LLC | 87,477 | $39.5M | 32.48% | −256,614−74.6% | Reduced |
| Covington Capital Management | 87,387 | $39.5M | 1.42% | −535−0.6% | Reduced |
| Connectus Wealth, LLC | 82,948 | $39.4M | 1.25% | +82,948 | New |
| Atticus Wealth Management, LLC | 87,121 | $39.3M | 14.36% | −4,695−5.1% | Reduced |
| Financial Advocates Investment Management | 87,026 | $39.3M | 2.59% | +87,026 | New |
| Affinia Financial Group, LLC | 88,078 | $39.2M | 29.98% | −2,961−3.3% | Reduced |
| Wetherby Asset Management Inc | 86,178 | $38.9M | 2.23% | +263+0.3% | Added |
| Murphy Capital Management Inc | 86,140 | $38.9M | 4.51% | −94−0.1% | Reduced |
| Summit Financial, LLC | 85,581 | $38.8M | 3.03% | +3,502+4.3% | Added |
| Crewe Advisors LLC | 85,805 | $38.8M | 7.56% | +6,461+8.1% | Added |
| Crestwood Advisors Group LLC | 85,624 | $38.7M | 1.09% | −3,851−4.3% | Reduced |
| American Century Companies Inc | 85,433 | $38.6M | 0.03% | +85,433 | New |
| American Asset Management Inc. | 85,320 | $38.5M | 34.87% | +3,004+3.6% | Added |
| Kennicott Capital Management LLC | 84,121 | $38.0M | 21.93% | +26,150+45.1% | Added |
| Allie Family Office LLC | 83,978 | $38.0M | 29.10% | +12,419+17.4% | Added |
| Dynamic Advisor Solutions LLC | 82,955 | $37.5M | 2.61% | +15,803+23.5% | Added |
| Lutz Financial Services LLC | 82,475 | $37.2M | 4.59% | −2,386−2.8% | Reduced |
| Old National Bancorp | 81,916 | $37.0M | 1.37% | −2,878−3.4% | Reduced |
| Cambridge Associates LLC | 81,741 | $36.9M | 2.44% | −2,230−2.7% | Reduced |
| Western Wealth Management, LLC | 81,707 | $36.9M | 1.79% | +36,151+79.4% | Added |
| NTV Asset Management LLC | 81,480 | $36.8M | 6.17% | +6,818+9.1% | Added |
| Castleark Management LLC | 81,330 | $36.7M | 1.59% | +81,330 | New |
| Eaton Vance Management | 81,309 | $36.7M | 0.04% | +5,830+7.7% | Added |
| Brown Brothers Harriman & Co | 81,217 | $36.7M | 0.26% | +3,982+5.2% | Added |
| Oppenheimer & Co Inc | 81,151 | $36.7M | 0.66% | +19,619+31.9% | Added |
| Birinyi Associates Inc | 79,514 | $35.9M | 12.38% | −7,420−8.5% | Reduced |
| Bayesian Capital Management, LP | 78,800 | $35.6M | 5.31% | +78,800 | New |
| Pinebridge Investments, L.P. | 78,539 | $35.5M | 0.38% | +14,638+22.9% | Added |
| Legacy Wealth Management, LLC | 78,331 | $35.4M | 18.47% | −3,499−4.3% | Reduced |
| Wealth Advisory Solutions, LLC | 78,230 | $35.3M | 7.35% | +78,230 | New |
| Flputnam Investment Management Co | 77,866 | $35.2M | 1.12% | +1,656+2.2% | Added |
| NewSquare Capital LLC | 77,789 | $35.1M | 3.73% | +4,546+6.2% | Added |
| Ferris Capital, LLC | 77,641 | $35.1M | 8.02% | −431−0.6% | Reduced |
| Anfield Capital Management, LLC | 77,346 | $34.9M | 12.77% | −20,965−21.3% | Reduced |
| Bank Hapoalim BM | 84,290 | $34.8M | 3.62% | +4,336+5.4% | Added |
| Investment House LLC | 76,865 | $34.7M | 2.53% | +34,295+80.6% | Added |
| Boston Family Office LLC | 76,787 | $34.7M | 2.47% | −970−1.2% | Reduced |
| Summit Trail Advisors, LLC | 76,549 | $34.7M | 2.80% | +12,761+20.0% | Added |
| GYL Financial Synergies, LLC | 76,638 | $34.6M | 8.29% | −5,908−7.2% | Reduced |
| Evergreen Advisors, LLC | 76,275 | $34.4M | 12.10% | +1,721+2.3% | Added |
| Coulter & Justus Financial Services, LLC | 76,275 | $34.4M | 12.10% | +76,275 | New |
| Advisor Resource Council | 75,549 | $34.1M | 10.42% | −85,958−53.2% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 75,468 | $34.1M | 10.16% | −967−1.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 75,331 | $34.0M | 0.33% | −5,819−7.2% | Reduced |
| YorkBridge Wealth Partners, LLC | 75,177 | $34.0M | 7.45% | +51,001+211.0% | Added |
| Bryn Mawr Trust Co | 75,069 | $33.9M | 1.32% | −2,627−3.4% | Reduced |
| Atalanta Sosnoff Capital, LLC | 74,901 | $33.8M | 0.79% | −12,821−14.6% | Reduced |
| J.W. Cole Advisors, Inc. | 74,845 | $33.8M | 2.27% | −3,481−4.4% | Reduced |