SPDR S&P 500 ETF Trust

SPY

Exchange: NYSE
SEC CIK: 0000884394

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $225.0B

Institutions holding SPY and their total value by quarter
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 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
KCL Capital, L.P.	5,992	$2.38M	0.37%	–	–
Noesis Capital Mangement Corp	5,987	$2.37M	0.53%	–	–
Investment Partners, Ltd.	5,976	$2.37M	1.15%	–	–
HNP Capital LLC	5,969	$2.37M	0.70%	–	–
CFM Wealth Partners LLC	5,965	$2.36M	0.71%	–	–
Vectors Research Management, LLC	5,955	$2.36M	0.65%	–	–
Annex Advisory Services, LLC	5,945	$2.36M	0.23%	–	–
Quadrant Private Wealth Management, LLC	5,941	$2.35M	1.02%	–	–
Means Investment Co., Inc.	5,936	$2.35M	0.54%	–	–
Americana Partners, LLC	6,066	$2.35M	1.45%	–	–
Duncker Streett & Co Inc	5,899	$2.34M	0.45%	–	–
Mathes Company, Inc.	5,890	$2.33M	0.90%	–	–
Laird Norton Trust Company, LLC	6,183	$2.33M	0.26%	–	–
Crossvault Capital Management LLC	5,871	$2.33M	0.83%	–	–
First City Capital Management, Inc.	5,727	$2.32M	1.34%	–	–
Frontier Wealth Management LLC	5,856	$2.32M	0.18%	–	–
Eldridge Investment Advisors, Inc.	5,851	$2.32M	0.89%	–	–
Measured Wealth Private Client Group, LLC	5,849	$2.32M	0.82%	–	–
Acorn Financial Advisory Services Inc	5,727	$2.32M	0.85%	–	–
Ramsay, Stattman, Vela & Price, Inc.	5,841	$2.31M	0.61%	–	–
Tompkins Financial Corp	5,818	$2.31M	0.39%	–	–
Rational Advisors LLC	5,818	$2.31M	0.43%	–	–
Investment Counsel Inc.	5,807	$2.30M	1.62%	–	–
OneAscent Wealth Management LLC	5,800	$2.30M	0.98%	–	–
Peninsula Asset Management Inc	5,799	$2.30M	1.28%	–	–
Sittner & Nelson, LLC	5,798	$2.30M	1.71%	–	–
Obermeyer Wood Investment Counsel, LLLP	5,795	$2.30M	0.14%	–	–
Financial Advisors Network, Inc.	5,795	$2.30M	0.74%	–	–
Jackson Square Capital, LLC	5,792	$2.30M	0.88%	–	–
Chicago Capital, LLC	5,788	$2.29M	0.10%	–	–
Fragasso Group Inc.	5,777	$2.29M	0.32%	–	–
Altshuler Shaham Ltd	5,766	$2.29M	0.02%	–	–
Paulson Wealth Management Inc.	5,488	$2.28M	1.13%	–	–
Brandywine Oak Private Wealth LLC	5,756	$2.28M	0.34%	–	–
Plancorp, LLC	5,734	$2.27M	0.50%	–	–
Toth Financial Advisory Corp	5,729	$2.27M	0.36%	–	–
Martel Wealth Advisors Inc	5,700	$2.26M	0.63%	–	–
Advisor Partners LLC	5,697	$2.26M	0.16%	–	–
BBVA USA Bancshares, Inc.	5,692	$2.25M	0.11%	–	–
Addenda Capital Inc.	6,005	$2.25M	0.12%	–	–
Asset Management Group, Inc.	5,686	$2.25M	0.49%	–	–
C-J Advisory, Inc.	5,663	$2.24M	1.31%	–	–
Peregrine Asset Advisers, Inc.	5,651	$2.24M	1.14%	–	–
Ballast Advisors LLC	5,647	$2.24M	1.03%	–	–
Elk River Wealth Management, LLC	5,625	$2.24M	0.64%	–	–
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	5,637	$2.23M	0.85%	–	–
Parisi Gray Wealth Management	5,631	$2.23M	0.93%	–	–
Mogy Joel R Investment Counsel Inc	5,626	$2.23M	0.21%	–	–
Northern Oak Wealth Management Inc	5,623	$2.23M	0.29%	–	–
Asset Allocation & Management Company, LLC	5,611	$2.22M	1.11%	–	–
Wunderlich Capital Managemnt	5,609	$2.22M	1.22%	–	–
Safeguard Investment Advisory Group, LLC	5,609	$2.22M	1.99%	–	–
Zions Bancorporation, N.A.	5,588	$2.21M	0.25%	–	–
DFPG Investments, LLC	5,448	$2.21M	0.95%	–	–
Disciplined Investments, LLC	5,585	$2.21M	1.30%	–	–
Carlson Capital Management	5,581	$2.21M	0.38%	–	–
Edge Wealth Management LLC	5,573	$2.21M	0.47%	–	–
InTrack Investment Management Inc	5,558	$2.20M	2.02%	–	–
Legacy Financial Strategies, LLC	5,548	$2.20M	1.16%	–	–
USAdvisors Wealth Management, LLC	5,546	$2.20M	1.07%	–	–
WNY Asset Management, LLC	5,539	$2.20M	0.88%	–	–
Deltec Asset Management LLC	5,534	$2.19M	0.33%	–	–
IndexIQ Advisors LLC	5,534	$2.19M	0.08%	–	–
Boston Trust Walden Corp	5,486	$2.17M	0.02%	–	–
Capital Analysts, LLC	5,474	$2.17M	0.15%	–	–
State of Alaska, Department of Revenue	5,475	$2.17M	0.02%	–	–
Horizon Kinetics Asset Management LLC	5,470	$2.17M	0.05%	–	–
Wealth Enhancement Advisory Services, LLC	5,315	$2.16M	0.04%	–	–
Geneva Partners, LLC	5,430	$2.15M	1.11%	–	–
Total Clarity Wealth Management, Inc.	5,428	$2.15M	1.24%	–	–
Tradition Wealth Management, LLC	5,424	$2.15M	0.37%	–	–
Lehman & Derafelo Financial Resources LLC	5,418	$2.15M	0.60%	–	–
Pin Oak Investment Advisors Inc	5,408	$2.14M	1.82%	–	–
Atlantic Union Bankshares Corp	5,392	$2.14M	0.22%	–	–
Eagle Global Advisors LLC	5,391	$2.14M	0.16%	–	–
Burney Co	5,360	$2.12M	0.10%	–	–
Gilbert & Cook, Inc.	5,356	$2.12M	0.42%	–	–
Guyasuta Investment Advisors Inc	5,354	$2.12M	0.17%	–	–
Anchor Investment Management, LLC	5,325	$2.11M	0.32%	–	–
Bridgewater Advisors Inc.	5,205	$2.11M	1.07%	–	–
Affinity Wealth Management LLC	5,100	$2.10M	0.43%	–	–
Municipal Employees' Retirement System of Michigan	5,298	$2.10M	0.04%	–	–
Alerus Financial NA	5,266	$2.09M	0.22%	–	–
Wealthquest Corp	5,256	$2.08M	0.39%	–	–
Alley Co LLC	5,248	$2.08M	0.41%	–	–
Inspirion Wealth Advisors, LLC	5,231	$2.07M	0.55%	–	–
WealthShield Partners, LLC	5,227	$2.07M	0.38%	–	–
Teamwork Financial Advisors, LLC	5,196	$2.06M	0.48%	–	–
Towerpoint Wealth, LLC	5,177	$2.05M	0.98%	–	–
Parkside Investments, LLC	5,152	$2.04M	0.42%	–	–
Wealth Advisors, Inc.	4,948	$2.04M	0.82%	–	–
Coastal Investment Advisors, Inc.	5,114	$2.03M	0.53%	–	–
Insight Advisors, LLC	4,842	$2.02M	0.64%	–	–
Summit Place Financial Advisors, LLC	5,093	$2.02M	1.63%	–	–
Motco	5,087	$2.02M	0.14%	–	–
Strategic Wealth Management Group, LLC	5,073	$2.01M	0.77%	–	–
Bluestein R H & Co	5,071	$2.01M	0.09%	–	–
Hanseatic Management Services Inc	5,070	$2.01M	4.02%	–	–
Home Federal Bank of Tennessee	5,069	$2.01M	0.76%	–	–
Punch & Associates Investment Management, Inc.	5,040	$2.00M	0.12%	–	–