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 |
|---|---|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 4,691 | $2.01M | 1.42% | +2,104+81.3% | Added |
| Searle & Co. | 4,700 | $2.01M | 0.82% | 00.0% | Unchanged |
| Fiduciary Group LLC | 4,592 | $2.02M | 0.23% | +449+10.8% | Added |
| Horizon Investment Services, LLC | 4,732 | $2.03M | 0.99% | +120+2.6% | Added |
| Strategic Wealth Management Group, LLC | 4,737 | $2.03M | 0.74% | −336−6.6% | Reduced |
| GFG Capital, LLC | 4,743 | $2.03M | 0.61% | −17−0.4% | Reduced |
| Price T Rowe Associates Inc | 4,765 | $2.04M | 0.00% | −10−0.2% | Reduced |
| First PREMIER Bank | 4,766 | $2.04M | 0.59% | +2,945+161.7% | Added |
| Gemmer Asset Management LLC | 4,788 | $2.05M | 0.28% | +204+4.5% | Added |
| Boston Trust Walden Corp | 4,794 | $2.05M | 0.02% | −692−12.6% | Reduced |
| Palouse Capital Management, Inc. | 4,798 | $2.05M | 0.90% | +791+19.7% | Added |
| Cutler Group LP | 4,800 | $2.05M | 0.15% | +859+21.8% | Added |
| Insight Advisors, LLC | 4,697 | $2.06M | 0.64% | −145−3.0% | Reduced |
| Bluestein R H & Co | 4,804 | $2.06M | 0.08% | −267−5.3% | Reduced |
| AlphaCore Capital LLC | 4,807 | $2.06M | 1.10% | +247+5.4% | Added |
| Hanseatic Management Services Inc | 4,824 | $2.06M | 3.90% | −246−4.9% | Reduced |
| Granite Investment Advisors, LLC | 4,833 | $2.07M | 0.32% | +29+0.6% | Added |
| Hardy Reed LLC | 4,841 | $2.07M | 0.37% | 00.0% | Unchanged |
| Motco | 4,852 | $2.08M | 0.14% | −235−4.6% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 4,852 | $2.08M | 0.13% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 4,867 | $2.08M | 1.11% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 4,871 | $2.08M | 0.43% | −325−6.3% | Reduced |
| Sharkey, Howes & Javer | 4,871 | $2.08M | 0.55% | −66−1.3% | Reduced |
| LS Investment Advisors, LLC | 4,873 | $2.09M | 0.26% | −1,594−24.6% | Reduced |
| Baldwin Brothers Inc | 4,873 | $2.09M | 0.23% | −20−0.4% | Reduced |
| IndexIQ Advisors LLC | 4,880 | $2.09M | 0.07% | −654−11.8% | Reduced |
| Marshall & Sullivan Inc | 4,887 | $2.09M | 1.16% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 4,890 | $2.09M | 0.20% | −502−9.3% | Reduced |
| WESPAC Advisors SoCal, LLC | 4,893 | $2.09M | 0.69% | +2,111+75.9% | Added |
| Rollins Financial | 4,894 | $2.10M | 0.76% | 00.0% | Unchanged |
| HCR Wealth Advisors | 4,894 | $2.10M | 0.36% | +47+1.0% | Added |
| Oxinas Partners Wealth Management LLC | 4,900 | $2.10M | 1.20% | −136−2.7% | Reduced |
| Delta Investment Management, LLC | 4,915 | $2.10M | 0.63% | +178+3.8% | Added |
| Alley Co LLC | 4,928 | $2.11M | 0.38% | −320−6.1% | Reduced |
| Close Asset Management Ltd | 4,926 | $2.11M | 0.10% | +158+3.3% | Added |
| Hemington Wealth Management | 4,943 | $2.12M | 0.90% | +33+0.7% | Added |
| MBA Advisors LLC | 4,946 | $2.12M | 1.58% | −1,083−18.0% | Reduced |
| Fairhaven Wealth Management, LLC | 4,949 | $2.12M | 0.84% | −59−1.2% | Reduced |
| Cooper/Haims Advisors, LLC | 4,972 | $2.13M | 1.40% | −41−0.8% | Reduced |
| Ten Capital Wealth Advisors, LLC | 4,998 | $2.14M | 0.48% | +1,839+58.2% | Added |
| Autonomy Capital (Jersey) L.P. | 5,000 | $2.14M | 1.89% | +5,000 | New |
| Biltmore Family Office, LLC | 4,985 | $2.14M | 0.61% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 5,040 | $2.16M | 0.12% | 00.0% | Unchanged |
| Wealth Advisors, Inc. | 4,931 | $2.16M | 0.80% | −17−0.3% | Reduced |
| DFPG Investments, LLC | 4,969 | $2.17M | 0.82% | −479−8.8% | Reduced |
| Nelson Capital Management, LLC | 5,063 | $2.17M | 0.44% | +508+11.2% | Added |
| Home Federal Bank of Tennessee | 5,069 | $2.17M | 0.78% | 00.0% | Unchanged |
| Capital City Trust Co | 5,083 | $2.18M | 0.66% | +178+3.6% | Added |
| Summit Place Financial Advisors, LLC | 5,093 | $2.18M | 1.60% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 5,099 | $2.18M | 0.41% | +170+3.4% | Added |
| Towerpoint Wealth, LLC | 5,135 | $2.20M | 1.09% | −42−0.8% | Reduced |
| Pentwater Capital Management LP | 5,150 | $2.21M | 0.02% | +3,000+139.5% | Added |
| SOA Wealth Advisors, LLC. | 5,153 | $2.21M | 0.57% | +250+5.1% | Added |
| SPX Equities Gestao de Recursos Ltda | 5,160 | $2.21M | 0.28% | +5,160 | New |
| Affinity Wealth Management LLC | 5,083 | $2.21M | 0.44% | −17−0.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 5,167 | $2.21M | 1.58% | −442−7.9% | Reduced |
| Symphony Financial, Ltd. Co. | 5,179 | $2.21M | 0.75% | −2,707−34.3% | Reduced |
| Gilbert & Cook, Inc. | 5,186 | $2.22M | 0.40% | −170−3.2% | Reduced |
| South Shore Capital Advisors | 5,188 | $2.22M | 4.00% | +2,252+76.7% | Added |
| Bowling Portfolio Management LLC | 5,190 | $2.22M | 0.50% | +1,179+29.4% | Added |
| Wealthquest Corp | 5,214 | $2.23M | 0.38% | −42−0.8% | Reduced |
| WealthPLAN Partners, LLC | 5,035 | $2.23M | 0.16% | +391+8.4% | Added |
| Dana Investment Advisors, Inc. | 5,230 | $2.24M | 0.10% | +194+3.9% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,246 | $2.25M | 1.72% | +225+4.5% | Added |
| Inspirion Wealth Advisors, LLC | 5,261 | $2.25M | 0.55% | +30+0.6% | Added |
| Toth Financial Advisory Corp | 5,283 | $2.26M | 0.35% | −446−7.8% | Reduced |
| Founders Capital Management, LLC | 5,302 | $2.27M | 0.55% | −710−11.8% | Reduced |
| Geneva Partners, LLC | 5,310 | $2.27M | 1.04% | −120−2.2% | Reduced |
| Municipal Employees' Retirement System of Michigan | 5,314 | $2.27M | 0.03% | +16+0.3% | Added |
| Palladiem, LLC | 5,320 | $2.28M | 1.84% | −907−14.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,319 | $2.28M | 0.05% | −151−2.8% | Reduced |
| Anchor Investment Management, LLC | 5,320 | $2.28M | 0.32% | −5−0.1% | Reduced |
| Eagle Global Advisors LLC | 5,331 | $2.28M | 0.15% | −60−1.1% | Reduced |
| Guyasuta Investment Advisors Inc | 5,333 | $2.28M | 0.16% | −21−0.4% | Reduced |
| Tradition Wealth Management, LLC | 5,342 | $2.29M | 0.34% | −82−1.5% | Reduced |
| Burney Co | 5,366 | $2.30M | 0.11% | +6+0.1% | Added |
| Mathes Company, Inc. | 5,390 | $2.31M | 0.83% | −500−8.5% | Reduced |
| USAdvisors Wealth Management, LLC | 5,401 | $2.31M | 1.26% | −145−2.6% | Reduced |
| MUFG Securities EMEA plc | 5,400 | $2.31M | 0.03% | +5,400 | New |
| DDD Partners, LLC | 5,409 | $2.31M | 0.35% | +3,856+248.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,410 | $2.32M | 0.13% | −385−6.6% | Reduced |
| WealthShield Partners, LLC | 5,422 | $2.32M | 0.36% | +195+3.7% | Added |
| Westwood Holdings Group Inc. | 5,424 | $2.32M | 0.02% | +649+13.6% | Added |
| Jackson Square Capital, LLC | 5,449 | $2.33M | 0.75% | −343−5.9% | Reduced |
| InTrack Investment Management Inc | 5,387 | $2.33M | 1.83% | −171−3.1% | Reduced |
| Parkside Financial Bank & Trust | 5,456 | $2.33M | 0.68% | +1,037+23.5% | Added |
| Paulson Wealth Management Inc. | 5,478 | $2.35M | 1.13% | −10−0.2% | Reduced |
| Forte Capital LLC | 5,480 | $2.35M | 0.32% | −862−13.6% | Reduced |
| Pacitti Group Inc. | 5,503 | $2.35M | 1.42% | +476+9.5% | Added |
| Summit Financial Strategies, Inc. | 5,516 | $2.36M | 0.50% | +672+13.9% | Added |
| Ballast Advisors LLC | 5,525 | $2.37M | 1.00% | −122−2.2% | Reduced |
| Northern Oak Wealth Management Inc | 5,525 | $2.37M | 0.29% | −98−1.7% | Reduced |
| Martel Wealth Advisors Inc | 5,527 | $2.37M | 0.60% | −173−3.0% | Reduced |
| Wunderlich Capital Managemnt | 5,530 | $2.37M | 1.20% | −79−1.4% | Reduced |
| Elk River Wealth Management, LLC | 5,513 | $2.37M | 0.61% | −112−2.0% | Reduced |
| Carlson Capital Management | 5,535 | $2.37M | 0.33% | −46−0.8% | Reduced |
| Deltec Asset Management LLC | 5,534 | $2.37M | 0.33% | 00.0% | Unchanged |
| C-J Advisory, Inc. | 5,542 | $2.37M | 1.27% | −121−2.1% | Reduced |
| Legacy Financial Strategies, LLC | 5,562 | $2.38M | 1.14% | +14+0.3% | Added |
| Signature Estate & Investment Advisors LLC | 5,572 | $2.38M | 0.11% | −1,724−23.6% | Reduced |