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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
Fulcrum Equity Management44,577$17.7M6.98%––
Aft, Forsyth & Sober, LLC44,525$17.6M7.28%––
Bradley Foster & Sargent Inc44,512$17.6M0.45%––
Palisades Hudson Asset Management, L.P.44,136$17.5M8.32%––
LCM Capital Management Inc44,100$17.5M15.63%––
Tikvah Management LLC43,824$17.4M4.87%––
Verdence Capital Advisors LLC43,738$17.3M2.92%––
Pictet & Cie (Europe) SA43,689$17.3M0.70%––
Oakworth Capital, Inc.43,664$17.3M1.97%––
Clark Financial Services Group Inc43,388$17.2M14.56%––
MorganRosel Wealth Management, LLC43,349$17.2M10.83%––
BLB&B Advisors, LLC43,308$17.2M1.35%––
Magnolia Capital Management Ltd43,062$17.1M16.85%––
Wedbush Securities Inc43,040$17.1M0.94%––
Sierra Capital LLC43,019$17.1M3.20%––
Clarius Group, LLC42,949$17.0M1.70%––
Highland Private Wealth Management42,938$17.0M2.80%––
Seven Post Investment Office LP42,725$16.9M5.92%––
SEI Investments Co44,484$16.8M0.04%––
Aperimus Capital, LLC42,373$16.8M39.48%––
KEMPER Corp42,302$16.8M3.06%––
Brandywine Trust Co42,262$16.8M5.26%––
First National Corp42,157$16.7M4.15%––
Coldstream Capital Management Inc42,001$16.6M0.98%––
Pettyjohn, Wood & White, Inc41,794$16.6M3.93%––
Western Wealth Management, LLC41,493$16.4M2.21%––
LifeSteps Financial, Inc.41,466$16.4M13.72%––
US Financial Advisors, LLC40,975$16.2M4.51%––
CenterStar Asset Management, LLC–$16.2M23.16%––
Hillcrest Wealth Advisors - NY, LLC40,735$16.1M9.84%––
Baltimore-Washington Financial Advisors, Inc.40,657$16.1M1.64%––
Zacks Investment Management40,579$16.1M0.29%––
KCM Investment Advisors LLC40,551$16.1M0.71%––
Total Investment Management Inc62,338$16.1M4.53%––
Leavell Investment Management, Inc.40,022$15.9M1.30%––
Sentinel Trust Co Lba40,065$15.9M2.82%––
Glen Eagle Advisors, LLC40,014$15.9M5.54%––
Monetta Financial Services Inc40,000$15.9M12.54%––
Alight Capital Management LP40,000$15.9M5.06%––
First Manhattan Co39,640$15.7M0.07%––
Advisor OS, LLC39,585$15.7M3.56%––
Associated Banc-Corp60,779$15.7M0.97%––
Brighton Jones LLC39,454$15.6M0.93%––
Berkshire Hathaway IncSuperinvestorBerkshire Hathaway39,400$15.6M0.01%––
Shapiro Capital Management LLC39,397$15.6M0.28%––
Tortoise Investment Management, LLC39,391$15.6M3.43%––
Tolleson Wealth Management, Inc.39,056$15.5M4.68%––
Archon Partners LLC39,000$15.5M2.16%––
Comerica Securities,inc.38,765$15.4M1.17%––
Securian Asset Management, Inc38,540$15.3M0.33%––
Ameritas Investment Partners, Inc.38,527$15.2M0.58%––
Sovereign Financial Group, Inc.38,156$15.1M9.45%––
Curated Wealth Partners LLC38,061$15.1M9.27%––
Smith, Moore & Co.37,869$15.0M2.43%––
ARGI Investment Services, LLC37,732$15.0M0.54%––
Central Trust Co37,684$14.9M0.58%––
Apexium Financial, LP37,732$14.9M10.95%––
Texas Capital Bank Wealth Management Services Inc37,432$14.8M2.12%––
SimpliFi, Inc.37,424$14.8M6.93%––
Dorsey & Whitney Trust CO LLC37,309$14.8M1.47%––
Syntal Capital Partners, LLC37,062$14.7M5.55%––
Corsair Capital Management, L.P.37,055$14.7M3.06%––
Oxford Financial Group Ltd37,040$14.7M2.04%––
Winthrop Advisory Group LLC37,013$14.7M3.62%––
Black Swift Group, LLC36,795$14.6M7.69%––
Westshore Wealth, LLC36,793$14.6M8.32%––
Smith Anglin Financial, LLC36,553$14.5M3.13%––
Parallel Advisors, LLC36,486$14.5M0.68%––
Pettinga Financial Advisors, LLC36,438$14.4M4.21%––
Park Avenue Securities LLC36,373$14.4M0.35%––
Pacific Capital Wealth Advisors, Inc36,135$14.3M7.97%––
Diversified Portfolios, Inc.36,112$14.3M4.71%––
Gryphon Financial Partners LLC36,074$14.3M3.37%––
Claybrook Capital, LLC36,026$14.3M8.30%––
PFG Advisors35,798$14.2M1.83%––
WealthBridge Capital Management, LLC35,675$14.1M5.76%––
Wilbanks Smith & Thomas Asset Management LLC35,588$14.1M0.61%––
Shoker Investment Counsel, Inc.35,575$14.1M7.40%––
Comprehensive Financial Management LLC35,242$14.0M0.14%––
Integrated Wealth Concepts LLC35,242$14.0M0.57%––
Angeles Investment Advisors, LLC35,199$13.9M1.08%––
Segment Wealth Management, LLC35,021$13.9M1.84%––
Appleton Partners Inc34,871$13.8M1.28%––
Marquette Asset Management, LLC34,702$13.8M3.32%––
Kovitz Investment Group Partners, LLC34,591$13.7M0.32%––
Newfound Research LLC34,300$13.6M31.47%––
Jarislowsky, Fraser Ltd34,297$13.6M0.07%––
Hummer Financial Advisory Services Inc34,155$13.6M13.20%––
Country Club Trust Company, n.a.34,353$13.6M1.27%––
Corient Capital Partners, LLC34,078$13.5M1.16%––
CIBC World Markets Corp34,001$13.5M0.09%––
Cornerstone Wealth Group, LLC32,299$13.4M2.73%––
Standard Family Office LLC33,842$13.4M3.16%––
Harbour Investments, Inc.33,830$13.4M0.48%––
Symmetry Investments LP33,564$13.3M4.30%––
Forefront Analytics, LLC33,414$13.2M5.64%––
Sculptor Capital LP33,373$13.2M0.12%––
Zurich Insurance Group Ltd31,781$13.2M0.19%––
Bigelow Investment Advisors, LLC33,196$13.2M6.67%––
Panagora Asset Management Inc33,170$13.1M0.07%––