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, Q2 2021
Institutional positions in SPDR S&P 500 ETF Trust as of Jun 30, 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
- 2,744
- +46 vs. Q1 2021
- Shares held
- 544.5M
- −23.5M (−4.1%) vs. Q1 2021
- Total value
- $231.3B
- +$7.03B (+3.1%) vs. Q1 2021
- New holders
- 145
- 1,094 more added
- Sold out
- 99
- 1,126 more reduced
36 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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, Q2 2021
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 120 | $0 | 0.00% | +120 | New |
| RVW Wealth, LLC | 665 | $0 | 0.00% | +1+0.2% | Added |
| Kelly Financial Services LLC | 668,202 | $1.56K | 0.06% | +666,972+54,225.4% | Added |
| Hillsdale Investment Management Inc. | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 11 | $5.00K | 0.00% | +11 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 14 | $6.00K | 0.00% | −41−74.5% | Reduced |
| Mizuho Securities Co. Ltd. | 13 | $6.00K | 0.00% | −3−18.8% | Reduced |
| Cypress Capital Management LLC (WY) | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 14 | $6.00K | 0.00% | +14 | New |
| Benjamin Edwards Inc | 19 | $8.00K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 20 | $9.00K | 0.01% | +20 | New |
| Sirios Capital Management L P | 26 | $11.0K | 0.00% | −50−65.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 25 | $11.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 25 | $11.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 32 | $14.0K | 0.01% | −30−48.4% | Reduced |
| Cypress Point Wealth Management, LLC | 43 | $18.0K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 46 | $20.0K | 0.01% | −105−69.5% | Reduced |
| Goodwin Investment Advisory | 46 | $20.0K | 0.02% | −2−4.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 50 | $21.0K | 0.01% | −23−31.5% | Reduced |
| Financial Enhancement Group LLC | 58 | $25.0K | 0.01% | +58 | New |
| Moser Wealth Advisors, LLC | 60 | $26.0K | 0.02% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 67 | $29.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 70 | $30.0K | 0.01% | +14+25.0% | Added |
| Essex Investment Management Co LLC | 73 | $31.0K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 73 | $31.2K | 0.01% | −554−88.4% | Reduced |
| Riverview Trust Co | 80 | $34.0K | 0.04% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 80 | $34.0K | 0.02% | +38+90.5% | Added |
| Johnson Midwest Financial, LLC | 88 | $38.0K | 0.04% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 89 | $39.0K | 0.02% | −47−34.6% | Reduced |
| Focused Wealth Management, Inc | 94 | $40.0K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 100 | $42.0K | 0.03% | −20−16.7% | Reduced |
| Advisors Preferred, LLC | 100 | $43.0K | 0.00% | −200−66.7% | Reduced |
| U S Global Investors Inc | 100 | $43.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $43.0K | 0.03% | 00.0% | Unchanged |
| JBF Capital, Inc. | 100 | $43.0K | 0.01% | +100 | New |
| Iron Horse Wealth Management, LLC | 104 | $45.0K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 109 | $46.7K | 0.02% | +109 | New |
| Cambridge Financial Group, Inc. | 110 | $47.1K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 115 | $49.0K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 114 | $49.0K | 0.01% | +23+25.3% | Added |
| Syverson Strege & Co | 122 | $52.0K | 0.05% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 124 | $53.0K | 0.04% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 134 | $57.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 138 | $59.0K | 0.04% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 145 | $62.0K | 0.01% | +20+16.0% | Added |
| Phoenix Wealth Advisors | 153 | $66.0K | 0.05% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 156 | $67.0K | 0.01% | −134−46.2% | Reduced |
| Avion Wealth | 158 | $68.0K | 0.02% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 162 | $70.0K | 0.06% | +162 | New |
| Hoey Investments, Inc | 171 | $73.0K | 0.02% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 174 | $74.0K | 0.02% | 00.0% | Unchanged |
| Capco Asset Management, LLC | 174 | $74.0K | 0.02% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 179 | $76.7K | 0.03% | 00.0% | Unchanged |
| First Bank & Trust | 200 | $86.0K | 0.04% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 220 | $94.0K | 0.04% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 231 | $99.0K | 0.02% | +231 | New |
| Perkins Coie Trust Co | 253 | $108.0K | 0.03% | −5−1.9% | Reduced |
| Clearview Wealth Advisors LLC | 252 | $108.0K | 0.07% | +29+13.0% | Added |
| Norway Savings Bank | 254 | $109.0K | 0.05% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 269 | $115.0K | 0.17% | −20−6.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 274 | $117.0K | 0.03% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 275 | $118.0K | 0.79% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 284 | $122.0K | 0.04% | +66+30.3% | Added |
| CKW Financial Group | 290 | $125.0K | 0.02% | +1+0.3% | Added |
| Avondale Wealth Management | 300 | $128.0K | 0.12% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 320 | $135.0K | 0.09% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 324 | $139.0K | 0.02% | −15−4.4% | Reduced |
| Narwhal Capital Management | 338 | $145.0K | 0.02% | −218−39.2% | Reduced |
| Holloway Wealth Management, LLC | – | $146.0K | 0.04% | – | – |
| IAG Wealth Partners, LLC | 342 | $147.0K | 0.05% | +1+0.3% | Added |
| Financial Avengers, Inc. | 350 | $150.0K | 0.10% | −50−12.5% | Reduced |
| Blume Capital Management, Inc. | 351 | $150.0K | 0.05% | +211+150.7% | Added |
| Orion Capital Management LLC | 352 | $151.0K | 0.09% | −800−69.4% | Reduced |
| Skylands Capital, LLC | 400 | $171.0K | 0.02% | 00.0% | Unchanged |
| FAI Wealth Management | 400 | $171.0K | 0.15% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 401 | $172.0K | 0.02% | −162−28.8% | Reduced |
| Camelot Portfolios, LLC | 406 | $174.0K | 0.07% | +46+12.8% | Added |
| Highlander Capital Management, LLC | 420 | $180.0K | 0.09% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 424 | $181.0K | 0.05% | −2,347−84.7% | Reduced |
| Rosenberg Matthew Hamilton | 426 | $182.0K | 0.09% | +94+28.3% | Added |
| Lee Financial Co | 425 | $182.0K | 0.04% | +103+32.0% | Added |
| Cedar Mountain Advisors, LLC | 429 | $184.0K | 0.06% | +1+0.2% | Added |
| Eagle Bay Advisors LLC | 451 | $194.0K | 0.16% | +451 | New |
| HHM Wealth Advisors, LLC | 466 | $199.0K | 0.05% | +205+78.5% | Added |
| Midwest Wealth Management Inc. | 470 | $201.0K | 0.14% | +470 | New |
| Financial Strategies Group, Inc. | 474 | $203.0K | 0.09% | +474 | New |
| Adaptive Financial Consulting, LLC | 474 | $203.0K | 0.13% | +474 | New |
| Canton Hathaway, LLC | 480 | $205.0K | 0.06% | 00.0% | Unchanged |
| 3EDGE Asset Management, LP | 479 | $205.0K | 0.02% | +479 | New |
| Hurlow Wealth Management Group, Inc. | 480 | $205.0K | 0.13% | +480 | New |
| FormulaFolio Investments, LLC | 488 | $209.0K | 0.07% | −26−5.1% | Reduced |
| Hudock, Inc. | 493 | $211.0K | 0.06% | +70+16.5% | Added |
| Absher Wealth Management, LLC | 493 | $211.0K | 0.04% | +493 | New |
| 44 Wealth Management LLC | 492 | $211.0K | 0.08% | +492 | New |
| Gray Wealth Management Inc. | 493 | $211.0K | 0.12% | +493 | New |
| Walled Lake Planning & Wealth Management, LLC | 496 | $212.0K | 0.14% | 00.0% | Unchanged |
| Arbor Wealth Management, LLC | 496 | $213.0K | 0.05% | +496 | New |
| Kensington Investment Counsel, LLC | 497 | $213.0K | 0.15% | +497 | New |
| Mirabella Financial Services LLP | 500 | $214.0K | 0.04% | −9,986−95.2% | Reduced |
| Harfst & Associates, Inc. | 500 | $214.0K | 0.06% | +500 | New |