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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
Viridian Ria, LLC0$36.4M9.15%––
MBL Wealth, LLC91,549$36.3M12.68%––
All Terrain Financial Advisors, LLC91,254$36.2M17.29%––
Johnson Financial Group, Inc.90,326$35.8M2.41%––
Citadel Advisors LLC88,943$35.3M0.04%––
Birinyi Associates Inc88,820$35.2M13.41%––
Aristotle Capital Management, LLC88,574$35.1M0.07%––
Activest Wealth Management87,779$34.8M28.45%––
Lutz Financial Services LLC87,164$34.5M5.11%––
HBK Investments L P86,660$34.3M0.41%––
Davis R M Inc86,540$34.3M0.94%––
Arrowstreet Capital, Limited Partnership86,471$34.3M0.05%––
Graypoint LLC85,866$34.0M5.19%––
Simmons Bank85,611$33.9M2.56%––
D.A. Davidson & Co.85,529$33.9M0.43%––
Ziegler Capital Management, LLC85,256$33.8M1.06%––
Legacy Wealth Management, LLC85,257$33.8M20.48%––
NewSquare Capital LLC85,230$33.8M4.43%––
Berkeley Capital Partners, LLC85,062$33.7M16.26%––
Federation des caisses Desjardins du Quebec84,025$33.3M0.37%––
Ferris Capital, LLC83,868$33.2M8.29%––
Brown Brothers Harriman & Co83,622$33.1M0.21%––
Atticus Wealth Management, LLC83,413$33.1M15.75%––
Kovack Advisors, Inc.83,038$32.9M4.28%––
Flputnam Investment Management Co82,609$32.7M1.44%––
Allen Investment Management LLC81,838$32.4M0.50%––
Bell Bank81,368$32.2M4.64%––
Eaton Vance Management81,059$32.1M0.05%––
Global Retirement Partners, LLC80,776$32.0M3.75%––
Crewe Advisors LLC80,465$31.9M7.91%––
Novare Capital Management LLC80,348$31.8M3.83%––
Northeast Financial Consultants Inc80,260$31.8M2.43%––
Raymond James Trust N.A.79,520$31.5M1.10%––
Granby Capital Management, LLC79,500$31.5M22.40%––
Intercontinental Wealth Advisors, LLC78,884$31.3M6.81%––
Crescent Grove Advisors, LLC78,342$31.1M3.65%––
Bryn Mawr Trust Co78,390$31.1M1.24%––
Hantz Financial Services, Inc.78,148$31.0M1.28%––
Stelac Advisory Services LLC77,948$30.9M11.40%––
Colony Group LLC77,764$30.8M0.65%––
Boston Family Office LLC77,472$30.8M2.31%––
Bank of the West76,782$30.4M3.42%––
Exchange Traded Concepts, LLC76,780$30.4M1.14%––
Evergreen Advisors, LLC76,762$30.4M11.66%––
Traverso Chambers Private Wealth Management, LLC76,472$30.3M10.22%––
Equitable Holdings, Inc.76,256$30.2M0.64%––
Pinebridge Investments, L.P.76,074$30.1M0.38%––
CPWM, LLC76,035$30.1M2.59%––
Stock Yards Bank & Trust Co75,002$29.7M2.01%––
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD74,754$29.7M6.18%––
Bank Hapoalim BM74,886$29.7M3.77%––
Fluent Financial, LLC79,169$29.6M15.53%––
Condor Capital Management73,975$29.3M3.48%––
MTC Wealth Management LLC73,597$29.2M12.37%––
Amarillo National Bank73,574$29.2M7.41%––
Evermay Wealth Management LLC73,508$29.1M5.82%––
Caldwell Trust Co72,988$28.9M4.03%––
Choate Investment Advisors72,819$28.9M1.79%––
First Financial Bank - Trust Division72,521$28.7M3.21%––
Frank, Rimerman Advisors LLC71,925$28.5M12.61%––
American Portfolios Advisors71,768$28.4M1.24%––
Integrated Advisors Network LLC71,630$28.4M2.59%––
Sowell Financial Services LLC67,590$28.3M0.99%––
Murphy Capital Management Inc71,406$28.3M3.56%––
Financial Services Advisory Inc71,320$28.3M12.84%––
Alexandria Capital, LLC71,079$28.2M2.85%––
Consolidated Investment Group LLC70,050$27.8M6.10%––
Kore Private Wealth LLC69,877$27.7M3.74%––
Wealthcare Advisory Partners LLC69,772$27.7M2.00%––
Payden & Rygel69,592$27.6M1.28%––
Harel Insurance Investments & Financial Services Ltd.49,200$27.6M0.60%––
Wealthgate Family Office, LLC69,508$27.5M37.46%––
Northwest & Ethical Investments L.P.69,400$27.5M0.96%––
Wafra Inc.65,073$27.3M1.14%––
ARS Investment Partners, LLC68,954$27.3M3.17%––
Old National Bancorp68,845$27.3M1.08%––
Pegasus Partners Ltd.68,388$27.1M5.94%––
NTV Asset Management LLC68,130$27.0M5.00%––
Zeke Capital Advisors, LLC68,086$27.0M1.89%––
Erste Asset Management GmbH66,959$26.5M0.65%––
Chicago Partners Investment Group LLC63,469$26.5M2.19%––
Aspiriant, LLC66,845$26.5M1.69%––
Carroll Financial Associates, Inc.66,786$26.5M1.63%––
RSM US Wealth Management LLC66,786$26.5M1.69%––
Vantage Financial Partners Ltd., Inc.66,546$26.4M14.83%––
Steel Peak Wealth Management LLC66,400$26.3M2.15%––
Black Maple Capital Management LP65,890$26.1M39.46%––
Hall Kathryn A.65,580$26.0M8.53%––
Waldron Private Wealth LLC65,317$25.9M1.80%––
New England Private Wealth Advisors LLC65,089$25.8M4.45%––
VisionPoint Advisory Group, LLC64,872$25.7M12.32%––
Chesley Taft & Associates LLC63,216$25.7M1.53%––
B. Riley Wealth Management, Inc.64,498$25.6M2.99%––
Arthur M. Cohen & Associates, LLC64,431$25.5M5.89%––
Joel Isaacson & Co., LLC64,297$25.5M2.23%––
J.W. Cole Advisors, Inc.64,078$25.4M2.45%––
Adviser Investments LLC64,022$25.4M2.05%––
Wind River Trust Co63,310$25.1M9.03%––
Dumont & Blake Investment Advisors LLC63,078$25.0M7.69%––
Laurel Wealth Advisors, Inc.62,922$24.9M3.78%––