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 |
|---|---|---|---|---|---|
| Trust Co of Virginia | 53,635 | $24.2M | 2.58% | +53,635 | New |
| Burt Wealth Advisors | 52,934 | $23.9M | 7.17% | −780−1.5% | Reduced |
| Ciovacco Capital Management LLC | 52,757 | $23.8M | 21.10% | +52,178+9,011.7% | Added |
| Accuvest Global Advisors | 52,719 | $23.8M | 11.93% | +36,761+230.4% | Added |
| Monument Capital Management | 52,641 | $23.8M | 7.71% | +1,440+2.8% | Added |
| IFG Advisors, LLC | 52,391 | $23.7M | 10.45% | +1,431+2.8% | Added |
| Aft, Forsyth & Sober, LLC | 52,355 | $23.6M | 9.31% | +600+1.2% | Added |
| Polar Asset Management Partners Inc. | 51,764 | $23.4M | 0.29% | +50,508+4,021.3% | Added |
| Goelzer Investment Management, Inc. | 51,756 | $23.4M | 2.02% | −5,866−10.2% | Reduced |
| King Wealth | 51,587 | $23.3M | 4.57% | −102−0.2% | Reduced |
| Calamos Wealth Management LLC | 51,318 | $23.2M | 1.73% | +2,632+5.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 51,247 | $23.1M | 15.49% | −347,843−87.2% | Reduced |
| Ameritas Advisory Services, LLC | 50,840 | $23.0M | 0.84% | −957−1.8% | Reduced |
| First Western Trust Bank | 49,957 | $22.9M | 1.18% | +49,957 | New |
| Raymond James Trust N.A. | 50,679 | $22.9M | 0.70% | −1,606−3.1% | Reduced |
| BSW Wealth Partners | 50,390 | $22.8M | 5.75% | −1,717−3.3% | Reduced |
| Bornite Capital Management LP | 50,000 | $22.6M | 6.89% | +50,000 | New |
| Laurel Wealth Advisors, Inc. | 49,526 | $22.4M | 1.85% | −10,042−16.9% | Reduced |
| Palisade Asset Management, LLC | 49,352 | $22.3M | 2.56% | −201−0.4% | Reduced |
| Howland Capital Management LLC | 49,339 | $22.3M | 1.20% | +320+0.7% | Added |
| Brighton Jones LLC | 49,161 | $22.2M | 1.03% | +3,534+7.7% | Added |
| Credit Agricole S A | 49,147 | $22.2M | 0.69% | +41,057+507.5% | Added |
| Strategic Wealth Designers | 48,747 | $22.0M | 5.25% | +7,612+18.5% | Added |
| Integrated Wealth Concepts LLC | 48,728 | $22.0M | 0.67% | +8,237+20.3% | Added |
| Fiduciary Trust Co | 48,725 | $22.0M | 0.39% | −1,546−3.1% | Reduced |
| Marathon Trading Investment Management LLC | 48,510 | $21.9M | 9.86% | +37,659+347.1% | Added |
| Brandywine Trust Co | 48,492 | $21.9M | 7.18% | +2,906+6.4% | Added |
| Thompson Siegel & Walmsley LLC | 48,435 | $21.9M | 0.31% | −2,339−4.6% | Reduced |
| O'Dell Group, LLC | 48,263 | $21.8M | 6.44% | −480−1.0% | Reduced |
| Sentinel Trust Co Lba | 47,915 | $21.6M | 2.60% | +1,078+2.3% | Added |
| AXA S.A. | 47,666 | $21.5M | 0.06% | −10,720−18.4% | Reduced |
| SMI Advisory Services, LLC | 47,565 | $21.5M | 7.51% | +1,506+3.3% | Added |
| Wealthgate Family Office, LLC | 47,552 | $21.5M | 43.08% | −9,111−16.1% | Reduced |
| Keebeck Wealth Management, LLC | 47,388 | $21.5M | 3.56% | +850+1.8% | Added |
| Aprio Wealth Management, LLC | 47,512 | $21.5M | 8.18% | −5,416−10.2% | Reduced |
| Panagora Asset Management Inc | 47,502 | $21.5M | 0.12% | +21,834+85.1% | Added |
| Jarislowsky, Fraser Ltd | 47,338 | $21.4M | 0.11% | −116−0.2% | Reduced |
| Clarius Group, LLC | 44,821 | $21.3M | 1.68% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 47,061 | $21.3M | 7.76% | 00.0% | Unchanged |
| Scharf Investments, LLC | 46,965 | $21.2M | 0.63% | −27,926−37.3% | Reduced |
| Main Management Fund Advisors LLC | 279,300 | $21.2M | 15.63% | +15,800+6.0% | Added |
| Glen Eagle Advisors, LLC | 46,577 | $21.0M | 5.49% | +1,169+2.6% | Added |
| Capital Advisors Inc | 46,541 | $21.0M | 0.58% | −99,283−68.1% | Reduced |
| Farmers Trust Co | 46,523 | $21.0M | 4.51% | −597−1.3% | Reduced |
| Sepio Capital, LP | 46,505 | $21.0M | 1.84% | +607+1.3% | Added |
| 1607 Capital Partners, LLC | 46,395 | $21.0M | 1.23% | +3,100+7.2% | Added |
| B. Riley Wealth Management, Inc. | 46,059 | $20.8M | 1.60% | −35,351−43.4% | Reduced |
| TownSquare Capital, LLC | 45,779 | $20.7M | 0.53% | −30,666−40.1% | Reduced |
| Clark Financial Services Group Inc | 45,651 | $20.6M | 15.12% | +440+1.0% | Added |
| Jasper Ridge Partners, L.P. | 45,610 | $20.6M | 1.02% | 00.0% | Unchanged |
| Intrust Bank NA | 45,492 | $20.5M | 2.60% | +576+1.3% | Added |
| Adirondack Trust Co | 45,481 | $20.5M | 9.72% | +724+1.6% | Added |
| Resources Investment Advisors, LLC. | 45,479 | $20.5M | 0.78% | +336+0.7% | Added |
| Verdence Capital Advisors LLC | 45,427 | $20.5M | 2.32% | +601+1.3% | Added |
| Avidian Wealth Solutions, LLC | 45,028 | $20.3M | 1.27% | +7,867+21.2% | Added |
| First Business Financial Services, Inc. | 44,938 | $20.3M | 2.24% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 44,807 | $20.2M | 2.08% | −1,312−2.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 44,777 | $20.2M | 1.84% | −493−1.1% | Reduced |
| Shelton Capital Management | 44,741 | $20.2M | 0.75% | −335−0.7% | Reduced |
| Sequoia Financial Advisors, LLC | 44,506 | $20.1M | 0.50% | +1,744+4.1% | Added |
| Chilton Capital Management LLC | 44,395 | $20.1M | 1.05% | −351−0.8% | Reduced |
| Cobblestone Capital Advisors LLC | 44,361 | $20.0M | 1.36% | −359−0.8% | Reduced |
| Smith, Moore & Co. | 44,200 | $20.0M | 2.72% | +2,827+6.8% | Added |
| Roble, Belko & Company, Inc | 43,956 | $19.9M | 3.77% | −815−1.8% | Reduced |
| Edgewood Management LLC | 43,936 | $19.8M | 0.04% | −62,519−58.7% | Reduced |
| Montz Harcus Wealth Management LLC | 43,868 | $19.8M | 17.78% | +683+1.6% | Added |
| Lindbrook Capital, LLC | 43,813 | $19.8M | 3.05% | +1,623+3.8% | Added |
| Lavaca Capital LLC | 43,666 | $19.7M | 8.44% | +30,248+225.4% | Added |
| Wedbush Securities Inc | 43,653 | $19.7M | 0.90% | −1,345−3.0% | Reduced |
| Pegasus Partners Ltd. | 43,575 | $19.7M | 3.44% | +715+1.7% | Added |
| Savant Capital, LLC | 43,465 | $19.6M | 0.64% | −2,187−4.8% | Reduced |
| Hilltop Holdings Inc. | 43,099 | $19.5M | 2.20% | +10,513+32.3% | Added |
| NorthCrest Asset Manangement, LLC | 43,100 | $19.5M | 0.92% | +40,640+1,652.0% | Added |
| Fulton Breakefield Broenniman LLC | 43,096 | $19.5M | 1.71% | −718−1.6% | Reduced |
| Apollon Wealth Management, LLC | 43,067 | $19.5M | 1.38% | +12,572+41.2% | Added |
| Independent Financial Group, LLC | 43,054 | $19.4M | 1.58% | +5,701+15.3% | Added |
| Cornerstone Wealth Group, LLC | 42,889 | $19.4M | 3.56% | +1,366+3.3% | Added |
| Angeles Wealth Management, LLC | 42,847 | $19.4M | 3.66% | +42,847 | New |
| Wexford Capital LP | 42,625 | $19.3M | 4.05% | −560,552−92.9% | Reduced |
| SimpliFi, Inc. | 42,413 | $19.2M | 8.71% | +58+0.1% | Added |
| IronBridge Private Wealth, LLC | 42,303 | $19.1M | 11.81% | −1,453−3.3% | Reduced |
| Mutual Advisors, LLC | 42,127 | $19.0M | 1.07% | −15,947−27.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 42,111 | $19.0M | 4.06% | −223−0.5% | Reduced |
| Oakhurst Advisors,LLC | 42,031 | $19.0M | 20.58% | −10,899−20.6% | Reduced |
| Shilanski & Associates, Inc. | 42,009 | $19.0M | 7.98% | +3,836+10.0% | Added |
| Archon Partners LLC | 42,000 | $19.0M | 2.51% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 41,918 | $18.9M | 8.08% | +100.0% | Added |
| Kovitz Investment Group Partners, LLC | 41,799 | $18.9M | 0.36% | −12,431−22.9% | Reduced |
| SEI Investments Co | 41,437 | $18.9M | 0.04% | +132+0.3% | Added |
| Central Bank & Trust Co | 41,671 | $18.8M | 3.00% | −3,152−7.0% | Reduced |
| American Planning Services, Inc. | 41,472 | $18.7M | 20.01% | −4,504−9.8% | Reduced |
| KCM Investment Advisors LLC | 41,316 | $18.7M | 0.68% | −761−1.8% | Reduced |
| Two Sigma Advisers, LP | 41,203 | $18.6M | 0.05% | −332,100−89.0% | Reduced |
| Sawtooth Solutions, LLC | 41,166 | $18.6M | 2.28% | +26,836+187.3% | Added |
| Hancock Whitney Corp | 41,068 | $18.5M | 0.63% | −7,394−15.3% | Reduced |
| Audent Global Asset Management, LLC | 41,059 | $18.5M | 10.24% | −3,015−6.8% | Reduced |
| Seeyond | 41,000 | $18.5M | 1.84% | −2,000−4.7% | Reduced |
| Advisory Services Network, LLC | 40,815 | $18.4M | 0.54% | +4,799+13.3% | Added |
| Principal Financial Group Inc | 40,805 | $18.4M | 0.01% | +40,805 | New |
| Highland Private Wealth Management | 40,380 | $18.2M | 2.43% | −125−0.3% | Reduced |