Skip to main content

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 2021

Institutional positions in SPDR S&P 500 ETF Trust as of Mar 31, 2021. 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
2,734
No complete 13F data for Q4 2020
Shares held
569.9M
No complete 13F data for Q4 2020
Total value
$225.0B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 2,734 institutions
Q1 2021: 2,734 institutionsQ2 2021: 2,744 institutionsQ3 2021: 2,758 institutionsQ4 2021: 3,181 institutionsQ1 2022: 3,144 institutionsQ2 2022: 3,099 institutionsQ3 2022: 3,059 institutionsQ4 2022: 3,310 institutionsQ1 2023: 3,268 institutionsQ2 2023: 3,310 institutionsQ3 2023: 3,329 institutionsQ4 2023: 3,694 institutionsQ1 2024: 3,705 institutionsQ2 2024: 3,766 institutionsQ3 2024: 3,807 institutionsQ4 2024: 4,242 institutionsQ1 2025: 4,189 institutionsQ2 2025: 4,245 institutionsQ3 2025: 4,264 institutionsQ4 2025: 4,646 institutionsQ1 2026: 4,600 institutionsQ2 2026: 4,668 institutions
Value heldQ1 2021: $225.0B
Q1 2021: $225.0BQ2 2021: $231.3BQ3 2021: $245.4BQ4 2021: $290.9BQ1 2022: $258.8BQ2 2022: $207.3BQ3 2022: $200.9BQ4 2022: $207.8BQ1 2023: $214.8BQ2 2023: $249.1BQ3 2023: $230.9BQ4 2023: $295.1BQ1 2024: $304.2BQ2 2024: $299.6BQ3 2024: $328.5BQ4 2024: $342.5BQ1 2025: $313.6BQ2 2025: $343.0BQ3 2025: $357.7BQ4 2025: $374.7BQ1 2026: $356.9BQ2 2026: $448.3B
Institutions holding SPY and their total value by quarter
QuarterHoldersValue
Q2 20264,668$448.3B
Q1 20264,600$356.9B
Q4 20254,646$374.7B
Q3 20254,264$357.7B
Q2 20254,245$343.0B
Q1 20254,189$313.6B
Q4 20244,242$342.5B
Q3 20243,807$328.5B
Q2 20243,766$299.6B
Q1 20243,705$304.2B
Q4 20233,694$295.1B
Q3 20233,329$230.9B
Q2 20233,310$249.1B
Q1 20233,268$214.8B
Q4 20223,310$207.8B
Q3 20223,059$200.9B
Q2 20223,099$207.3B
Q1 20223,144$258.8B
Q4 20213,181$290.9B
Q3 20212,758$245.4B
Q2 20212,744$231.3B
Q1 20212,734$225.0B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SPY in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Godsey & Gibb Associates11,073$4.39M0.54%––
True North Advisors, LLC11,035$4.37M1.04%––
Budros, Ruhlin & Roe, Inc.11,032$4.37M0.52%––
Moloney Securities Asset Management, LLC11,026$4.37M0.86%––
Cypress Capital Group11,022$4.37M0.62%––
Nuveen Asset Management, LLC11,004$4.36M0.00%––
Dakota Wealth Management10,999$4.36M0.58%––
Oliver Luxxe Assets LLC10,974$4.35M1.30%––
Triton Wealth Management, PLLC10,689$4.35M2.95%––
Summit Financial Group Inc10,924$4.33M1.80%––
Private Portfolio Partners LLC10,892$4.32M1.40%––
K.J. Harrison & Partners Inc10,872$4.31M0.67%––
Waddell & Associates, LLC10,862$4.30M0.88%––
Atlas Capital Advisors LLC10,820$4.29M0.83%––
United Asset Strategies, Inc.10,806$4.28M0.62%––
Ashford Capital Management Inc10,788$4.28M0.40%––
DB Wealth Management Group, LLC10,768$4.27M2.92%––
Swaine & Leidel Wealth Services, LLC10,763$4.27M2.75%––
Ramiah Investment Group10,725$4.25M3.19%––
NVWM, LLC10,714$4.25M1.69%––
Rede Wealth, LLC10,672$4.23M2.57%––
Wealthsource Partners, LLC10,648$4.22M0.42%––
Hobart Private Capital, LLC10,641$4.22M1.72%––
Allegiant Private Advisors, LLC10,627$4.21M0.77%––
Orca Investment Management, LLC10,609$4.21M4.36%––
Pacific Financial Group Inc10,599$4.20M3.39%––
Spence Asset Management10,573$4.19M1.21%––
Cornerstone Management, Inc.10,571$4.19M1.20%––
Burns J W & Co Inc10,538$4.18M0.70%––
Asset Advisors Investment Management, LLC10,147$4.17M0.49%––
Mirabella Financial Services LLP10,486$4.16M1.30%––
ELCO Management Co., LLC10,448$4.14M3.75%––
Tower View Investment Management & Research LLC10,423$4.13M2.26%––
LVM Capital Management Ltd10,420$4.13M0.67%––
Wimmer Associates 1, LLC10,415$4.13M2.25%––
LCNB Corp10,373$4.11M2.24%––
Ferguson Wellman Capital Management, Inc10,356$4.10M0.14%––
Pitcairn Co10,327$4.09M0.29%––
HBW Advisory Services LLC10,308$4.08M1.09%––
Wealth Dimensions Group, Ltd.10,298$4.08M3.17%––
RFG Advisory, LLC10,286$4.08M0.44%––
Crestone Asset Management LLC10,169$4.03M1.04%––
Bay Rivers Group10,146$4.02M3.13%––
Roundview Capital LLC10,134$4.02M0.51%––
White Pine Capital LLC10,127$4.01M1.27%––
Ropes Wealth Advisors LLC9,667$4.00M0.70%––
McDonald Partners LLC10,075$3.99M1.03%––
Warren Averett Asset Management, LLC9,573$3.98M0.39%––
Foster Victor Wealth Advisors, LLC9,628$3.98M0.74%––
Modera Wealth Management, LLC10,027$3.97M0.26%––
Paragon Associates & Paragon Associates II Joint Venture10,000$3.96M6.04%––
Farmers & Merchants Investments Inc9,997$3.96M0.19%––
Chatham Capital Group, Inc.9,993$3.96M0.83%––
ICONIQ Capital, LLC9,989$3.96M0.04%––
Truepoint, Inc.9,979$3.96M0.25%––
WSFS Capital Management, LLC9,955$3.94M1.93%––
First United Bank Trust9,940$3.94M1.68%––
Ellenbecker Investment Group9,922$3.93M1.38%––
Beck Mack & Oliver LLC9,890$3.92M0.12%––
Integer Wealth Advisors Group LLC9,524$3.92M2.13%––
Rhumbline Advisers9,885$3.92M0.01%––
Front Barnett Associates LLC9,865$3.91M0.43%––
Old Dominion Capital Management Inc9,862$3.91M0.91%––
Metlife Inc9,802$3.88M32.65%––
Cornerstone Advisory, LLC9,744$3.86M0.73%––
Doyle Wealth Management9,742$3.86M0.37%––
Blue Fin Capital, Inc.9,736$3.86M1.32%––
Gamble Jones Investment Counsel9,727$3.85M0.26%––
Roberts Glore & Co Inc9,709$3.85M1.20%––
Livingston Group Asset Management CO (operating as Southport Capital Management)9,702$3.85M1.01%––
Spotlight Asset Group, Inc.9,693$3.84M1.45%––
ZWJ Investment Counsel Inc9,692$3.84M0.24%––
BCM Advisors, LLC9,214$3.84M1.16%––
HBK Sorce Advisory LLC9,676$3.83M0.23%––
Windsor Group LTD9,665$3.83M0.91%––
Collective Family Office LLC9,636$3.82M1.86%––
Family Legacy, Inc.9,624$3.81M1.82%––
qPULA Trading Management LP9,556$3.79M8.01%––
Single Point Partners, LLC9,439$3.78M1.40%––
Edgestream Partners, L.P.9,503$3.77M0.21%––
Private Ocean, LLC9,467$3.75M0.67%––
Northwest Bancshares, Inc.9,464$3.75M0.89%––
Bar Harbor Trust Services9,442$3.74M1.37%––
Fosun International Ltd9,362$3.71M0.29%––
Fure Financial Corp9,355$3.71M2.91%––
TD Ameritrade Investment Management, LLC9,914$3.71M0.03%––
Colony Family Offices, LLC9,323$3.71M2.93%––
Rockland Trust Co9,347$3.70M0.27%––
Tru Independence Asset Management 2, LLC9,344$3.70M2.93%––
MONECO Advisors, LLC9,284$3.68M1.79%––
J. Goldman & Co LP9,267$3.67M0.22%––
Signet Financial Management, LLC9,254$3.67M0.69%––
Lyell Wealth Management, LP9,222$3.67M0.53%––
Guidance Point Advisors, LLC9,234$3.66M1.52%––
Flaharty Asset Management, LLC9,214$3.65M0.84%––
AtlasMark Financial, Inc9,200$3.65M5.10%––
Hoylecohen, LLC9,190$3.64M0.37%––
Stephenson National Bank & Trust9,149$3.63M2.52%––
Truadvice, LLC8,570$3.60M1.07%––
Mairs & Power Inc9,026$3.58M0.04%––