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 |
|---|---|---|---|---|---|
| Country Club Bank | 32,137 | $14.7M | 1.28% | +32,137 | New |
| Quadrant Capital Group LLC | 32,389 | $14.6M | 1.77% | −20−0.1% | Reduced |
| Surience Private Wealth LLC | 32,382 | $14.6M | 12.79% | +16,394+102.5% | Added |
| Legacy Advisors, LLC | 32,262 | $14.6M | 2.83% | +9,045+39.0% | Added |
| Hobart Private Capital, LLC | 32,211 | $14.5M | 5.60% | +11,485+55.4% | Added |
| Shapiro Capital Management LLC | 32,176 | $14.5M | 0.30% | +11,038+52.2% | Added |
| Cullinan Associates Inc | 31,885 | $14.4M | 0.76% | +672+2.2% | Added |
| 55I, LLC | 31,884 | $14.4M | 0.34% | +2,452+8.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 31,794 | $14.4M | 11.16% | +1,230+4.0% | Added |
| G&S Capital LLC | 31,700 | $14.3M | 7.66% | +334+1.1% | Added |
| Global Trust Asset Management, LLC | 31,630 | $14.3M | 5.93% | +933+3.0% | Added |
| Personal Capital Advisors Corp | 31,583 | $14.3M | 0.07% | −4,189−11.7% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 31,468 | $14.2M | 4.74% | +18,825+148.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 31,412 | $14.2M | 0.63% | +7,580+31.8% | Added |
| Meridian Wealth Advisors, LLC | 31,380 | $14.2M | 3.29% | +463+1.5% | Added |
| BDO Wealth Advisors, LLC | 31,383 | $14.2M | 1.51% | +5,899+23.1% | Added |
| Wolverine Trading, LLC | 30,896 | $14.2M | 0.42% | −3,220,825−99.0% | Reduced |
| Appleton Partners Inc | 31,260 | $14.1M | 1.15% | +292+0.9% | Added |
| Clarity Wealth Advisors, LLC | 31,227 | $14.1M | 6.70% | +1,295+4.3% | Added |
| Humankind Investments LLC | 31,170 | $14.1M | 5.76% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 31,167 | $14.1M | 13.35% | −22,557−42.0% | Reduced |
| Rockbridge Investment Management, LCC | 31,036 | $14.1M | 2.16% | −751−2.4% | Reduced |
| Cambridge Trust Co | 31,064 | $14.0M | 0.49% | −4,701−13.1% | Reduced |
| Gryphon Financial Partners LLC | 31,004 | $14.0M | 2.90% | −4,955−13.8% | Reduced |
| Aaron Wealth Advisors | 6,304,894 | $14.0M | 0.28% | +6,292,026+48,896.7% | Added |
| Henshaw Capital LLC | 30,900 | $14.0M | 0.82% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 30,884 | $13.9M | 1.11% | +1,147+3.9% | Added |
| Marquette Asset Management, LLC | 30,839 | $13.9M | 3.24% | −3,352−9.8% | Reduced |
| Coldstream Capital Management Inc | 30,747 | $13.9M | 0.48% | −329−1.1% | Reduced |
| Congress Wealth Management LLC | 30,687 | $13.9M | 0.30% | −10,340−25.2% | Reduced |
| Wesbanco Bank Inc | 30,677 | $13.9M | 0.52% | +11,249+57.9% | Added |
| Taurus Asset Management, LLC | 30,536 | $13.8M | 1.39% | +1,080+3.7% | Added |
| Merriman Wealth Management, LLC | 30,478 | $13.8M | 1.13% | +18,100+146.2% | Added |
| Sierra Capital LLC | 30,365 | $13.7M | 2.16% | −8,859−22.6% | Reduced |
| Pentwater Capital Management LP | 30,150 | $13.6M | 0.25% | +30,000+20,000.0% | Added |
| WealthBridge Capital Management, LLC | 30,120 | $13.6M | 5.09% | −803−2.6% | Reduced |
| Winfield Associates, Inc. | 30,061 | $13.6M | 4.91% | +1,510+5.3% | Added |
| Clear Creek Financial Management, LLC | 30,150 | $13.6M | 2.13% | −2,652−8.1% | Reduced |
| Proficio Capital Partners LLC | 31,383 | $13.6M | 2.03% | +1,858+6.3% | Added |
| SG3 Management, LLC | 30,000 | $13.5M | 3.77% | +30,000 | New |
| Clear Street Markets LLC | 29,900 | $13.5M | 4.05% | −73,935−71.2% | Reduced |
| Legal & General Group Plc | 29,900 | $13.5M | 0.00% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 29,827 | $13.5M | 4.06% | −4,986−14.3% | Reduced |
| PFG Advisors | 29,742 | $13.4M | 1.37% | −2,425−7.5% | Reduced |
| Stevens Capital Management LP | 29,716 | $13.4M | 2.93% | +29,716 | New |
| Sanchez Wealth Management Group | 29,690 | $13.4M | 5.64% | +912+3.2% | Added |
| Patten & Patten Inc | 29,665 | $13.4M | 0.98% | +247+0.8% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 29,510 | $13.3M | 7.38% | −650−2.2% | Reduced |
| Exane Derivatives | 29,503 | $13.3M | 3.75% | +3,758+14.6% | Added |
| Solitude Financial Services | 29,408 | $13.3M | 8.30% | +5,561+23.3% | Added |
| Starfox Financial Services, LLC | 33,206 | $13.3M | 10.48% | +3,559+12.0% | Added |
| LFA - Lugano Financial Advisors SA | 29,306 | $13.2M | 8.85% | +629+2.2% | Added |
| Tocqueville Asset Management L.P. | 29,249 | $13.2M | 0.20% | +5,774+24.6% | Added |
| Bigelow Investment Advisors, LLC | 29,194 | $13.2M | 6.16% | −985−3.3% | Reduced |
| Money Concepts Capital Corp | 29,174 | $13.2M | 0.74% | +10,695+57.9% | Added |
| Centaurus Financial, Inc. | 29,065 | $13.1M | 1.04% | −557−1.9% | Reduced |
| Dowling & Yahnke LLC | 28,973 | $13.1M | 0.57% | +5,405+22.9% | Added |
| Great Lakes Advisors, LLC | 28,931 | $13.1M | 0.21% | −1,146−3.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 28,820 | $13.0M | 2.54% | +351+1.2% | Added |
| Principal Street Partners, LLC | 28,715 | $13.0M | 2.98% | +1,838+6.8% | Added |
| Central Trust Co | 28,777 | $13.0M | 0.37% | −3,562−11.0% | Reduced |
| Bishop Rock Capital, L.P. | 28,747 | $13.0M | 5.15% | −21,152−42.4% | Reduced |
| Firestone Capital Management | 28,642 | $12.9M | 4.24% | +1,837+6.9% | Added |
| Kettle Hill Capital Management, LLC | 28,612 | $12.9M | 2.52% | +1,289+4.7% | Added |
| Great Valley Advisor Group, Inc. | 28,325 | $12.9M | 0.75% | −3,360−10.6% | Reduced |
| Phoenix Holdings Ltd. | 28,527 | $12.9M | 0.22% | +19,448+214.2% | Added |
| Warwick Investment Management, Inc. | 28,460 | $12.9M | 5.60% | +4,147+17.1% | Added |
| GFS Advisors, LLC | 28,400 | $12.8M | 2.70% | −2,295−7.5% | Reduced |
| Verition Fund Management LLC | 28,355 | $12.8M | 0.25% | −10,015−26.1% | Reduced |
| Davenport & Co LLC | 28,345 | $12.8M | 0.09% | −62−0.2% | Reduced |
| Davidson Capital Management Inc. | 28,286 | $12.8M | 4.76% | −67,100−70.3% | Reduced |
| St Germain D J Co Inc | 28,119 | $12.7M | 0.71% | +963+3.5% | Added |
| Hallmark Capital Management Inc | 28,095 | $12.7M | 1.06% | −1,074−3.7% | Reduced |
| Towercrest Capital Management | 28,018 | $12.7M | 2.47% | −653−2.3% | Reduced |
| Salomon & Ludwin, LLC | 27,923 | $12.6M | 1.83% | +1,789+6.8% | Added |
| First Washington CORP | 27,869 | $12.6M | 5.08% | +2,659+10.5% | Added |
| Linker Capital Management Inc. | 27,835 | $12.6M | 12.50% | 00.0% | Unchanged |
| Eagle Capital Management, LLC | 27,776 | $12.5M | 4.67% | −28,366−50.5% | Reduced |
| Comprehensive Financial Management LLC | 27,692 | $12.5M | 0.23% | −1,700−5.8% | Reduced |
| Lazard Asset Management LLC | 27,570 | $12.4M | 0.01% | −8,227−23.0% | Reduced |
| New England Guild Wealth Advisors, Inc. | 27,466 | $12.4M | 6.57% | −372−1.3% | Reduced |
| Osborne Partners Capital Management, LLC | 27,424 | $12.4M | 0.91% | +7,900+40.5% | Added |
| Belmont Capital, LLC | 27,419 | $12.4M | 12.36% | −949−3.3% | Reduced |
| Smith, Salley & Associates | 27,389 | $12.4M | 0.93% | −1,131−4.0% | Reduced |
| Neumann Capital Management, LLC | 27,389 | $12.4M | 5.25% | +819+3.1% | Added |
| Flagship Harbor Advisors, LLC | 27,295 | $12.3M | 1.19% | +7,342+36.8% | Added |
| Oldfather Financial Services, LLC | 28,699 | $12.3M | 6.66% | +90.0% | Added |
| Citizens Business Bank | 27,139 | $12.3M | 1.48% | −331−1.2% | Reduced |
| Clarus Wealth Advisors | 27,846 | $12.3M | 7.62% | +100.0% | Added |
| Bartlett & Co. Wealth Management LLC | 26,982 | $12.2M | 0.21% | −42−0.2% | Reduced |
| Bartlett & Co. LLC | 26,982 | $12.2M | 0.21% | −42−0.2% | Reduced |
| Financial Guidance Group, Inc. | 27,007 | $12.2M | 8.39% | +27,007 | New |
| BFSG, LLC | 26,985 | $12.2M | 1.93% | +1,171+4.5% | Added |
| Successful Portfolios LLC | 26,964 | $12.2M | 6.93% | −342−1.3% | Reduced |
| Independence Bank of Kentucky | 26,908 | $12.2M | 4.81% | +3,559+15.2% | Added |
| Optas, LLC | 26,906 | $12.2M | 3.97% | 00.0% | Unchanged |
| Alpha Square Group S, LLC | 26,700 | $12.1M | 1.64% | +26,700 | New |
| Brickley Wealth Management | 26,649 | $12.0M | 3.21% | 00.0% | Unchanged |
| Sowa Financial Group, Inc. | 26,590 | $12.0M | 7.20% | +354+1.3% | Added |
| WestEnd Advisors, LLC | – | $12.0M | 0.32% | – | – |