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 |
|---|---|---|---|---|---|
| LifeSteps Financial, Inc. | 40,335 | $18.2M | 13.47% | −2,037−4.8% | Reduced |
| Curated Wealth Partners LLC | 38,134 | $18.1M | 6.14% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 40,085 | $18.1M | 8.45% | −175−0.4% | Reduced |
| LCM Capital Management Inc | 40,082 | $18.1M | 14.60% | −180.0% | Reduced |
| Syntal Capital Partners, LLC | 40,023 | $18.1M | 7.06% | +8,827+28.3% | Added |
| Alight Capital Management LP | 40,000 | $18.1M | 8.40% | −30,000−42.9% | Reduced |
| Comerica Securities,inc. | 39,877 | $18.1M | 1.21% | +1,022+2.6% | Added |
| Evergreen Capital Management LLC | 39,993 | $18.1M | 0.74% | +4,698+13.3% | Added |
| Regal Investment Advisors LLC | 39,740 | $17.9M | 1.65% | +750+1.9% | Added |
| Wellspring Financial Advisors, LLC | 39,730 | $17.9M | 5.29% | −799−2.0% | Reduced |
| Parallel Advisors, LLC | 39,102 | $17.9M | 0.71% | +4,418+12.7% | Added |
| Permit Capital Advisors, LLC | 2,461,861 | $17.9M | 6.89% | +2,461,861 | New |
| DHK Financial Advisors, Inc. | 39,505 | $17.9M | 15.11% | +362+0.9% | Added |
| Transparent Wealth Partners LLC | 39,505 | $17.9M | 15.11% | +32,650+476.3% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 39,400 | $17.8M | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 39,254 | $17.7M | 4.01% | +10,573+36.9% | Added |
| Magnolia Capital Management Ltd | 39,119 | $17.7M | 14.63% | −456−1.2% | Reduced |
| Albion Financial Group | 39,066 | $17.6M | 1.50% | −620−1.6% | Reduced |
| Tikvah Management LLC | 38,994 | $17.6M | 5.63% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 38,980 | $17.6M | 0.34% | +2,810+7.8% | Added |
| First International Bank & Trust | 38,968 | $17.6M | 5.99% | +483+1.3% | Added |
| Barings LLC | 38,895 | $17.6M | 0.53% | +37,966+4,086.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 38,628 | $17.5M | 0.29% | −2,780−6.7% | Reduced |
| Youngs Advisory Group, Inc. | 38,588 | $17.4M | 10.05% | +1,581+4.3% | Added |
| Banque Cantonale Vaudoise | 38,550 | $17.4M | 0.75% | +244+0.6% | Added |
| First National Corp | 38,533 | $17.4M | 3.69% | −1,137−2.9% | Reduced |
| Titleist Asset Management, Ltd. | 38,303 | $17.3M | 3.54% | +5,200+15.7% | Added |
| Aspire Private Capital, LLC | 38,301 | $17.3M | 5.52% | +9,520+33.1% | Added |
| Flagship Private Wealth, LLC | 38,213 | $17.3M | 14.15% | −317−0.8% | Reduced |
| Strategic Advisors LLC | 38,170 | $17.2M | 2.99% | −2,192−5.4% | Reduced |
| Monetta Financial Services Inc | 38,000 | $17.2M | 14.23% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 37,922 | $17.1M | 8.30% | −2,716−6.7% | Reduced |
| Meristem Family Wealth, LLC | 37,912 | $17.1M | 1.85% | −2,118−5.3% | Reduced |
| Westshore Wealth, LLC | 37,605 | $17.0M | 11.41% | +3,165+9.2% | Added |
| Vivaldi Capital Management, LLC | 42,237 | $17.0M | 4.42% | −893−2.1% | Reduced |
| Napier Park Global Capital (US) LP | 37,500 | $16.9M | 64.89% | +37,500 | New |
| Lazard Freres Gestion S.A.S. | 37,079 | $16.9M | 0.51% | −43,187−53.8% | Reduced |
| Corsair Capital Management, L.P. | 37,338 | $16.9M | 4.18% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 37,266 | $16.8M | 8.34% | +119+0.3% | Added |
| Ironsides Asset Advisors, LLC | 37,252 | $16.8M | 5.14% | −149−0.4% | Reduced |
| We Are One Seven, LLC | 37,002 | $16.7M | 1.80% | +8,082+27.9% | Added |
| Smith Anglin Financial, LLC | 36,996 | $16.7M | 3.87% | +296+0.8% | Added |
| Snowden Capital Advisors LLC | 36,871 | $16.7M | 0.67% | +12,671+52.4% | Added |
| Oakworth Capital, Inc. | 36,851 | $16.6M | 1.43% | −2,517−6.4% | Reduced |
| Tortoise Investment Management, LLC | 36,771 | $16.6M | 3.08% | −779−2.1% | Reduced |
| First Foundation Advisors | 36,625 | $16.5M | 0.60% | +300+0.8% | Added |
| L & S Advisors Inc | 36,350 | $16.4M | 1.94% | +4,643+14.6% | Added |
| Hudson Valley Investment Advisors Inc | 36,239 | $16.4M | 2.20% | +22,258+159.2% | Added |
| Kestra Private Wealth Services, LLC | 36,207 | $16.4M | 0.81% | +4,255+13.3% | Added |
| Koshinski Asset Management, Inc. | 36,164 | $16.3M | 1.34% | −224−0.6% | Reduced |
| Pictet & Cie (Europe) SA | 36,157 | $16.3M | 0.63% | −4,860−11.8% | Reduced |
| BLB&B Advisors, LLC | 36,087 | $16.3M | 1.10% | −150.0% | Reduced |
| Diversified Portfolios, Inc. | 36,069 | $16.3M | 3.91% | +935+2.7% | Added |
| Norris Financial Group, LLC | 35,986 | $16.3M | 9.81% | −16,603−31.6% | Reduced |
| Leavell Investment Management, Inc. | 35,818 | $16.2M | 1.11% | −4,549−11.3% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 35,912 | $16.2M | 13.27% | +4,768+15.3% | Added |
| Oxford Financial Group Ltd | 35,862 | $16.2M | 2.05% | −2,197−5.8% | Reduced |
| Exencial Wealth Advisors, LLC | 35,781 | $16.2M | 0.81% | −1,641−4.4% | Reduced |
| Beacon Capital Management, Inc. | 35,623 | $16.1M | 0.51% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 40,549 | $16.1M | 1.63% | −570−1.4% | Reduced |
| Welch & Forbes LLC | 35,504 | $16.0M | 0.25% | −731−2.0% | Reduced |
| Baron Financial Group, LLC | 35,442 | $16.0M | 9.29% | +1,478+4.4% | Added |
| Sovereign Financial Group, Inc. | 35,318 | $16.0M | 5.91% | −1,000−2.8% | Reduced |
| Patton Fund Management, Inc. | 35,301 | $15.9M | 4.36% | +2,754+8.5% | Added |
| First Citizens Bank & Trust Co | 35,275 | $15.9M | 0.62% | +19,401+122.2% | Added |
| New England Private Wealth Advisors LLC | 35,225 | $15.9M | 2.91% | +512+1.5% | Added |
| Navis Wealth Advisors, LLC | 35,218 | $15.9M | 14.10% | +566+1.6% | Added |
| Madrona Financial Services, LLC | 35,319 | $15.8M | 7.77% | +14,114+66.6% | Added |
| Tolleson Wealth Management, Inc. | 34,949 | $15.8M | 4.70% | −1,222−3.4% | Reduced |
| Mairs & Power Inc | 34,989 | $15.8M | 0.16% | +268+0.8% | Added |
| Source Financial Advisors LLC | 34,961 | $15.8M | 4.65% | +3,634+11.6% | Added |
| Midwest Professional Planners, LTD. | 34,786 | $15.7M | 7.73% | −586−1.7% | Reduced |
| Cavalier Investments, LLC | 34,447 | $15.6M | 4.07% | −9,988−22.5% | Reduced |
| First Manhattan Co | 34,444 | $15.6M | 0.05% | +1,238+3.7% | Added |
| Segment Wealth Management, LLC | 34,397 | $15.5M | 1.60% | −2,833−7.6% | Reduced |
| TAP Consulting, LLC | 34,232 | $15.5M | 4.05% | −136−0.4% | Reduced |
| Nepc LLC | 34,230 | $15.5M | 10.46% | −17,343−33.6% | Reduced |
| Capital Fund Management S.A. | 34,208 | $15.4M | 0.41% | +34,208 | New |
| Winthrop Advisory Group LLC | 34,047 | $15.4M | 3.22% | −362−1.1% | Reduced |
| Twin Focus Capital Partners, LLC | 34,115 | $15.4M | 2.99% | +2,335+7.3% | Added |
| Essex Financial Services, Inc. | 34,048 | $15.4M | 1.48% | +1,383+4.2% | Added |
| Turim 21 Investimentos Ltda. | 33,953 | $15.3M | 6.67% | +26,445+352.2% | Added |
| Guardian Wealth Advisors, LLC | 33,931 | $15.3M | 12.60% | +625+1.9% | Added |
| Select Asset Management & Trust | 33,902 | $15.3M | 13.08% | −5,917−14.9% | Reduced |
| Coury Firm Asset Management LLC | 33,885 | $15.3M | 13.26% | −6,249−15.6% | Reduced |
| Caliber Wealth Management, LLC | 33,874 | $15.3M | 9.76% | +5,635+20.0% | Added |
| Hummer Financial Advisory Services Inc | 33,731 | $15.3M | 13.78% | +161+0.5% | Added |
| Fieldpoint Private Securities, LLC | 33,687 | $15.2M | 3.13% | +8,073+31.5% | Added |
| Ramsey Quantitative Systems | 33,523 | $15.1M | 100.00% | +2,770+9.0% | Added |
| Golden State Wealth Management, LLC | 33,449 | $15.1M | 2.96% | +5,220+18.5% | Added |
| Manning & Napier Group, LLC | – | $15.1M | 0.14% | – | – |
| Corient Capital Partners, LLC | 33,414 | $15.1M | 1.00% | +3,715+12.5% | Added |
| DeepCurrents Investment Group LLC | 33,407 | $15.1M | 0.52% | +33,407 | New |
| Copperwynd Financial, LLC | 33,173 | $15.0M | 6.21% | −24,998−43.0% | Reduced |
| Claro Advisors LLC | 31,507 | $15.0M | 5.39% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 33,069 | $14.9M | 0.94% | +994+3.1% | Added |
| Focus Financial Network, Inc. | 32,889 | $14.9M | 1.04% | +1,334+4.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 35,773 | $14.9M | 0.60% | −561−1.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 32,795 | $14.8M | 1.64% | −1,703−4.9% | Reduced |
| Paragon Financial Partners, Inc. | 32,690 | $14.8M | 12.87% | −217−0.7% | Reduced |