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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 3,352 | $1.44M | 0.17% | −6−0.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,359 | $1.44M | 0.55% | −594−15.0% | Reduced |
| Fairview Capital Investment Management, LLC | 3,368 | $1.44M | 0.10% | −475−12.4% | Reduced |
| Sonora Investment Management, LLC | 3,369 | $1.44M | 0.19% | +645+23.7% | Added |
| Bennett Selby Investments LP | 3,371 | $1.44M | 0.98% | −485−12.6% | Reduced |
| Clearwater Capital Advisors, LLC | 3,372 | $1.44M | 0.17% | −16−0.5% | Reduced |
| Investment Advisory Services Inc | 3,372 | $1.44M | 0.89% | +3,372 | New |
| Navellier & Associates Inc | 3,375 | $1.45M | 0.22% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 3,380 | $1.45M | 1.33% | −353−9.5% | Reduced |
| Lee Danner & Bass Inc | 3,382 | $1.45M | 0.13% | +195+6.1% | Added |
| Stack Financial Management, Inc | 3,382 | $1.45M | 0.12% | +214+6.8% | Added |
| Red Cedar Capital, LLC | 3,402 | $1.46M | 0.91% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 3,401 | $1.46M | 0.46% | +160+4.9% | Added |
| Girard Partners Ltd. | 3,407 | $1.46M | 0.19% | −153−4.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,409 | $1.46M | 0.20% | −512−13.1% | Reduced |
| Archer Investment Corp | 3,416 | $1.46M | 0.58% | +354+11.6% | Added |
| Pictet North America Advisors SA | 3,426 | $1.47M | 0.15% | +726+26.9% | Added |
| Rockland Trust Co | 3,434 | $1.47M | 0.10% | −5,913−63.3% | Reduced |
| BBVA USA | 3,436 | $1.47M | 0.08% | +3,436 | New |
| Advisory Alpha, LLC | 3,440 | $1.47M | 0.12% | −1,154−25.1% | Reduced |
| Hall Laurie J Trustee | 3,444 | $1.48M | 0.56% | +5+0.1% | Added |
| NFP Retirement, Inc. | 3,451 | $1.48M | 0.57% | +1,808+110.0% | Added |
| Citizens & Northern Corp | 3,453 | $1.48M | 0.55% | −144−4.0% | Reduced |
| Aviance Capital Partners, LLC | 3,458 | $1.48M | 0.26% | +72+2.1% | Added |
| HC Advisors, LLC | 3,472 | $1.49M | 0.91% | +7+0.2% | Added |
| Fermata Advisors, LLC | 3,494 | $1.50M | 0.87% | +191+5.8% | Added |
| CoreFirst Bank & Trust | 3,500 | $1.50M | 1.02% | 00.0% | Unchanged |
| Man Group plc | 3,501 | $1.50M | 0.01% | +1,368+64.1% | Added |
| Smith Chas P & Associates Pa Cpas | 3,504 | $1.50M | 0.12% | +629+21.9% | Added |
| Magnus Financial Group LLC | 3,506 | $1.50M | 0.33% | +222+6.8% | Added |
| BNC Wealth Management, LLC | 3,510 | $1.50M | 0.91% | +351+11.1% | Added |
| Chartwell Investment Partners, LLC | 3,513 | $1.50M | 0.04% | 00.0% | Unchanged |
| XML Financial, LLC | 3,518 | $1.51M | 0.33% | −21−0.6% | Reduced |
| Logan Capital Management Inc | 3,525 | $1.51M | 0.07% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 3,528 | $1.51M | 0.21% | +525+17.5% | Added |
| Consolidated Planning Corp | 3,530 | $1.51M | 1.12% | −188−5.1% | Reduced |
| JNBA Financial Advisors | 3,532 | $1.51M | 0.20% | +608+20.8% | Added |
| Kiwi Wealth Investments Limited Partnership | 3,537 | $1.51M | 0.08% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 3,542 | $1.52M | 0.69% | +2+0.1% | Added |
| Kidder Stephen W | 3,550 | $1.52M | 0.47% | −100−2.7% | Reduced |
| Capital Investment Advisory Services, LLC | 3,548 | $1.52M | 0.19% | +105+3.0% | Added |
| Catalyst Private Wealth, LLC | 3,551 | $1.52M | 0.84% | −597−14.4% | Reduced |
| Droms Strauss Advisors Inc | 3,553 | $1.52M | 0.72% | +69+2.0% | Added |
| Aaron Wealth Advisors | 3,554 | $1.52M | 0.50% | 00.0% | Unchanged |
| Southern Wealth Management, LLP | 3,440 | $1.52M | 0.44% | +160+4.9% | Added |
| Northside Capital Management, LLC | 3,573 | $1.53M | 0.38% | 00.0% | Unchanged |
| Clear Perspective Advisors, LLC | 3,574 | $1.53M | 0.53% | −57−1.6% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 3,576 | $1.53M | 0.33% | 00.0% | Unchanged |
| Sensible Financial Planning & Management, LLC. | 3,580 | $1.53M | 0.52% | +331+10.2% | Added |
| Bangor Savings Bank | 3,582 | $1.53M | 0.17% | +64+1.8% | Added |
| AMP Capital Investors Ltd | 3,592 | $1.53M | 0.01% | +1,992+124.5% | Added |
| Amussen Hunsaker Associates LLC | 3,600 | $1.54M | 0.44% | −153−4.1% | Reduced |
| Novak Financial Planning, LLC | 3,600 | $1.54M | 0.75% | +4+0.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,599 | $1.54M | 0.42% | +469+15.0% | Added |
| Janney Capital Management LLC | 3,627 | $1.55M | 0.10% | −8,400−69.8% | Reduced |
| Palladium Partners LLC | 3,629 | $1.55M | 0.07% | +41+1.1% | Added |
| Ayrshire Capital Management LLC | 3,659 | $1.57M | 0.88% | −110−2.9% | Reduced |
| Ironwood Financial, llc | 3,673 | $1.57M | 0.47% | +5+0.1% | Added |
| Sugarloaf Wealth Management, LLC | 3,677 | $1.57M | 0.43% | −577−13.6% | Reduced |
| Edgar Lomax Co | 3,685 | $1.58M | 0.10% | −2,449−39.9% | Reduced |
| BTR Capital Management Inc | 3,683 | $1.58M | 0.20% | +550+17.6% | Added |
| GW Henssler & Associates Ltd | 3,690 | $1.58M | 0.10% | +383+11.6% | Added |
| Matrix Private Capital Group LLC | 3,683 | $1.58M | 0.87% | +65+1.8% | Added |
| Courage Capital Management LLC | 3,700 | $1.58M | 0.95% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 3,710 | $1.59M | 0.14% | 00.0% | Unchanged |
| Scharf Investments, LLC | 3,712 | $1.59M | 0.05% | −14,693−79.8% | Reduced |
| Parsons Capital Management Inc | 3,718 | $1.59M | 0.12% | +12+0.3% | Added |
| River Wealth Advisors LLC | 3,721 | $1.59M | 0.28% | +59+1.6% | Added |
| Wagner Wealth Management, LLC | 3,746 | $1.60M | 1.15% | +241+6.9% | Added |
| EPG Wealth Management LLC | 3,747 | $1.60M | 0.68% | +511+15.8% | Added |
| Prudential PLC | 3,750 | $1.60M | 0.01% | +320+9.3% | Added |
| Renaissance Investment Group LLC | 3,775 | $1.62M | 0.41% | −108−2.8% | Reduced |
| Traynor Capital Management, Inc. | 3,741 | $1.62M | 0.23% | +295+8.6% | Added |
| Marcum Wealth, LLC | 3,790 | $1.62M | 0.26% | −690−15.4% | Reduced |
| Penbrook Management LLC | 3,797 | $1.63M | 1.02% | −400−9.5% | Reduced |
| Philadelphia Trust Co | 3,810 | $1.63M | 0.11% | −12−0.3% | Reduced |
| Column Capital Advisors, LLC | 3,826 | $1.64M | 0.34% | +10.0% | Added |
| Stillwater Investment Management, LLC | 3,828 | $1.64M | 0.44% | +121+3.3% | Added |
| Octavia Wealth Advisors, LLC | 3,821 | $1.64M | 0.43% | −790−17.1% | Reduced |
| MPS Loria Financial Planners, LLC | 3,838 | $1.64M | 0.76% | +454+13.4% | Added |
| Sculati Wealth Management, LLC | 3,842 | $1.65M | 0.87% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 3,847 | $1.65M | 0.58% | −60−1.5% | Reduced |
| Radnor Financial Advisors, LLC | 3,849 | $1.65M | 0.59% | +8+0.2% | Added |
| Banta Asset Management LP | 3,872 | $1.66M | 1.28% | −140−3.5% | Reduced |
| Michael B. Yongue | 3,875 | $1.66M | 1.21% | 00.0% | Unchanged |
| Roffman Miller Associates Inc | 3,879 | $1.66M | 0.13% | −183−4.5% | Reduced |
| Brand Asset Management Group, Inc. | 3,879 | $1.66M | 0.81% | +120+3.2% | Added |
| Sterling Investment Advisors, Ltd. | 3,880 | $1.66M | 0.49% | −380−8.9% | Reduced |
| JSF Financial, LLC | 3,894 | $1.67M | 0.98% | −9−0.2% | Reduced |
| Headinvest, LLC | 3,906 | $1.67M | 0.32% | −17−0.4% | Reduced |
| Doliver Advisors, LP | 3,909 | $1.67M | 0.56% | −3,715−48.7% | Reduced |
| Cambridge Advisors Inc. | 3,915 | $1.68M | 0.41% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 3,935 | $1.68M | 0.82% | +24+0.6% | Added |
| Wall Street Access Asset Management, LLC | 3,940 | $1.69M | 0.95% | +547+16.1% | Added |
| Coastline Trust Co | 3,943 | $1.69M | 0.21% | +18+0.5% | Added |
| Northstar Group, Inc. | 3,956 | $1.69M | 0.44% | 00.0% | Unchanged |
| EWG Elevate Inc. | 3,941 | $1.70M | 0.66% | +339+9.4% | Added |
| Sanford Advisory Services, LLC | 3,967 | $1.70M | 0.44% | +68+1.7% | Added |
| Beese Fulmer Investment Management, Inc. | 3,968 | $1.70M | 0.19% | +706+21.6% | Added |
| SkyView Investment Advisors, LLC | 4,292 | $1.70M | 0.79% | 00.0% | Unchanged |