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 |
|---|---|---|---|---|---|
| Bell Bank | 74,586 | $33.7M | 3.76% | −413−0.6% | Reduced |
| Caldwell Trust Co | 74,428 | $33.6M | 4.01% | −417−0.6% | Reduced |
| Steel Peak Wealth Management LLC | 74,166 | $33.5M | 2.04% | −21,020−22.1% | Reduced |
| Element Pointe Advisors, LLC | 74,022 | $33.4M | 11.27% | −260−0.4% | Reduced |
| Squarepoint Ops LLC | 72,657 | $32.8M | 0.24% | −7,715,302−99.1% | Reduced |
| Frank, Rimerman Advisors LLC | 72,453 | $32.7M | 10.48% | +1,646+2.3% | Added |
| LSP Investment Advisors, LLC | 72,200 | $32.6M | 9.92% | 00.0% | Unchanged |
| Argent Trust Co | 71,715 | $32.4M | 1.97% | +626+0.9% | Added |
| Telemus Capital, LLC | 71,610 | $32.3M | 2.82% | −3,119−4.2% | Reduced |
| CPWM, LLC | 71,578 | $32.3M | 2.31% | −3,897−5.2% | Reduced |
| Centiva Capital, LP | 71,567 | $32.3M | 1.87% | +65,445+1,069.0% | Added |
| Saiph Capital, LLC | 71,272 | $32.2M | 21.81% | +2,846+4.2% | Added |
| Vantage Financial Partners Ltd., Inc. | 71,110 | $32.1M | 16.67% | −1,810−2.5% | Reduced |
| Stock Yards Bank & Trust Co | 71,095 | $32.1M | 1.79% | +417+0.6% | Added |
| Allen Investment Management LLC | 70,758 | $32.0M | 0.43% | −75,351−51.6% | Reduced |
| Johnson Financial Group, Inc. | 70,346 | $31.8M | 2.24% | −4,624−6.2% | Reduced |
| MTC Wealth Management LLC | 70,271 | $31.7M | 10.85% | −9,256−11.6% | Reduced |
| Evermay Wealth Management LLC | 70,246 | $31.7M | 5.32% | −763−1.1% | Reduced |
| Hantz Financial Services, Inc. | 70,151 | $31.7M | 0.93% | −3,498−4.7% | Reduced |
| Apexium Financial, LP | 66,656 | $31.6M | 16.59% | +612+0.9% | Added |
| Trinity Financial Advisors LLC | 69,799 | $31.5M | 19.73% | −9,197−11.6% | Reduced |
| Joel Isaacson & Co., LLC | 71,944 | $31.5M | 2.32% | +507+0.7% | Added |
| ARS Investment Partners, LLC | 69,714 | $31.5M | 3.04% | −1,111−1.6% | Reduced |
| Choate Investment Advisors | 69,258 | $31.3M | 1.66% | −1,999−2.8% | Reduced |
| Wind River Trust Co | 69,113 | $31.2M | 12.49% | +6,778+10.9% | Added |
| RSM US Wealth Management LLC | 68,875 | $31.1M | 1.58% | −2,414−3.4% | Reduced |
| ASB Consultores, LLC | 68,299 | $30.8M | 13.02% | +45,474+199.2% | Added |
| Condor Capital Management | 68,125 | $30.8M | 3.43% | −2,386−3.4% | Reduced |
| MMBG Investment Advisors Co. | 68,092 | $30.8M | 3.21% | +3,167+4.9% | Added |
| Wealthcare Advisory Partners LLC | 68,056 | $30.7M | 1.87% | −6,898−9.2% | Reduced |
| NEIRG Wealth Management, LLC | 67,213 | $30.4M | 5.94% | +1,467+2.2% | Added |
| BigSur Wealth Management LLC | 66,944 | $30.3M | 11.82% | −500−0.7% | Reduced |
| Virtu Financial LLC | 66,932 | $30.2M | 2.24% | −33,881−33.6% | Reduced |
| StrategIQ Financial Group, LLC | 66,602 | $30.1M | 3.27% | +4,407+7.1% | Added |
| Capital Wealth Planning, LLC | 66,450 | $30.0M | 0.61% | +1,401+2.2% | Added |
| Amarillo National Bank | 66,291 | $29.9M | 5.79% | +6,912+11.6% | Added |
| First Financial Bank - Trust Division | 65,774 | $29.7M | 3.16% | +214+0.3% | Added |
| Hall Kathryn A. | 65,580 | $29.6M | 8.93% | 00.0% | Unchanged |
| K2 Principal Fund, L.P. | 65,553 | $29.6M | 5.15% | +65,553 | New |
| Prospera Financial Services Inc | 65,477 | $29.6M | 1.24% | −9,954−13.2% | Reduced |
| Taconic Capital Advisors LP | 65,500 | $29.6M | 1.01% | +65,500 | New |
| Aspiriant, LLC | 65,469 | $29.6M | 1.63% | +284+0.4% | Added |
| Tru Independence Asset Management 2, LLC | 64,950 | $29.3M | 16.85% | +62,169+2,235.5% | Added |
| Clear Harbor Asset Management, LLC | 64,505 | $29.1M | 3.35% | +1,310+2.1% | Added |
| Inscription Capital, LLC | 64,196 | $29.1M | 8.31% | −830−1.3% | Reduced |
| Afg Fiduciary Services Limited Partnership | 64,327 | $29.1M | 20.43% | −8,776−12.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 64,214 | $29.0M | 7.94% | +304+0.5% | Added |
| Buckingham Strategic Wealth, LLC | 64,059 | $28.9M | 0.57% | +4,071+6.8% | Added |
| Seven Post Investment Office LP | 63,645 | $28.7M | 8.79% | +7,563+13.5% | Added |
| Abbrea Capital, LLC | 63,353 | $28.7M | 4.02% | −423−0.7% | Reduced |
| Chicago Partners Investment Group LLC | 73,218 | $28.7M | 2.19% | −800−1.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 63,519 | $28.7M | 6.05% | +735+1.2% | Added |
| Dorsey & Whitney Trust CO LLC | 63,455 | $28.7M | 2.51% | +5,663+9.8% | Added |
| Swiss Life Asset Management Ltd | 63,500 | $28.6M | 0.40% | −1,900−2.9% | Reduced |
| Washburn Capital Management, Inc. | 63,073 | $28.5M | 18.67% | +774+1.2% | Added |
| Signaturefd, LLC | 63,031 | $28.5M | 0.86% | +13,894+28.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 62,884 | $28.4M | 11.95% | +803+1.3% | Added |
| Meridian Wealth Management, LLC | 62,584 | $28.3M | 3.09% | +2,685+4.5% | Added |
| Fulcrum Equity Management | 62,004 | $28.0M | 16.59% | +10,756+21.0% | Added |
| V Wealth Advisors LLC | 61,984 | $28.0M | 4.48% | +2,965+5.0% | Added |
| First Nebraska Trust Co | 61,974 | $28.0M | 3.32% | +631+1.0% | Added |
| North Star Investment Management Corp. | 61,687 | $27.9M | 2.17% | −444−0.7% | Reduced |
| Institutional & Family Asset Management, LLC | 61,653 | $27.8M | 4.39% | +2,072+3.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 61,593 | $27.8M | 4.01% | +20,901+51.4% | Added |
| Bluefin Capital Management, LLC | 61,400 | $27.7M | 4.82% | +7,441+13.8% | Added |
| Yousif Capital Management, LLC | 61,281 | $27.7M | 0.30% | −28,835−32.0% | Reduced |
| Adviser Investments LLC | 61,253 | $27.7M | 1.79% | −1,757−2.8% | Reduced |
| Glaxis Capital Management, LLC | 61,240 | $27.7M | 39.07% | +61,240 | New |
| MKT Advisors LLC | 69,124 | $27.5M | 20.77% | +539+0.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 60,124 | $27.3M | 0.48% | +5,913+10.9% | Added |
| Chesley Taft & Associates LLC | 62,048 | $27.2M | 1.59% | +711+1.2% | Added |
| Zurich Insurance Group Ltd | 60,208 | $27.2M | 0.34% | −56,175−48.3% | Reduced |
| Zacks Investment Management | 59,479 | $26.9M | 0.37% | +6,378+12.0% | Added |
| Teachers Retirement System of the State of Kentucky | 59,445 | $26.8M | 0.26% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 59,415 | $26.8M | 28.17% | −1,664−2.7% | Reduced |
| Stelac Advisory Services LLC | 59,313 | $26.8M | 9.64% | −437−0.7% | Reduced |
| IPG Investment Advisors LLC | 58,631 | $26.6M | 5.08% | +18,216+45.1% | Added |
| Bank of the West | 58,701 | $26.5M | 2.74% | +3,405+6.2% | Added |
| Roth Financial Partners LLC | 58,264 | $26.3M | 19.01% | +587+1.0% | Added |
| Foundations Investment Advisors, LLC | 60,055 | $26.3M | 1.02% | −2,097−3.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 57,678 | $26.1M | 0.26% | +40,399+233.8% | Added |
| Associated Banc-Corp | 57,400 | $25.9M | 1.00% | +150.0% | Added |
| Minot Wealth Management LLC | 57,141 | $25.8M | 5.56% | +4,635+8.8% | Added |
| Coastal Investment Advisors, Inc. | 56,841 | $25.7M | 5.12% | +52,106+1,100.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 55,804 | $25.2M | 14.77% | +581+1.1% | Added |
| Symmetry Investments LP | 55,800 | $25.2M | 8.18% | +52,800+1,760.0% | Added |
| Rathbone Brothers plc | 55,772 | $25.2M | 0.26% | −19,599−26.0% | Reduced |
| 4Thought Financial Group Inc. | 55,699 | $25.2M | 22.32% | −786−1.4% | Reduced |
| National Asset Management, Inc. | 55,522 | $25.1M | 0.82% | +5,720+11.5% | Added |
| Erste Asset Management GmbH | 55,330 | $25.0M | 0.48% | −13,998−20.2% | Reduced |
| Perigon Wealth Management, LLC | 55,138 | $24.9M | 1.76% | −409−0.7% | Reduced |
| Logan Stone Capital, LLC | 54,799 | $24.7M | 17.84% | +45,464+487.0% | Added |
| Arete Wealth Advisors, LLC | 54,591 | $24.7M | 2.07% | +396+0.7% | Added |
| Allspring Global Investments Holdings, LLC | 54,574 | $24.6M | 0.03% | −91,671−62.7% | Reduced |
| Granby Capital Management, LLC | 54,500 | $24.6M | 21.07% | −50,000−47.8% | Reduced |
| Enterprise Trust & Investment Co | 54,463 | $24.6M | 8.80% | +3,100+6.0% | Added |
| Cardiff Park Advisors, LLC | 54,207 | $24.5M | 3.46% | −1,421−2.6% | Reduced |
| Pictet Bank & Trust Ltd | 54,123 | $24.4M | 13.70% | +2,640+5.1% | Added |
| James Reed Financial Services, Inc. | 53,896 | $24.3M | 27.77% | −1,163−2.1% | Reduced |
| Integrated Advisors Network LLC | 53,771 | $24.3M | 1.42% | +7,821+17.0% | Added |