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 |
|---|---|---|---|---|---|
| Blackhill Capital Inc | 658 | $282.0K | 0.03% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 662 | $283.0K | 0.17% | +318+92.4% | Added |
| Ambassador Advisors, LLC | 666 | $285.0K | 0.06% | −141−17.5% | Reduced |
| Quest Investment Management LLC | 666 | $285.0K | 0.03% | 00.0% | Unchanged |
| Stableford Capital II LLC | 665 | $285.0K | 0.14% | +4+0.6% | Added |
| Wealth Management Associates, Inc. | 667 | $285.5K | 0.16% | 00.0% | Unchanged |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 672 | $288.0K | 0.15% | −569−45.9% | Reduced |
| Arbor Investment Advisors, LLC | 675 | $289.0K | 0.06% | −12−1.7% | Reduced |
| Silver Lake Advisory, LLC | 660 | $291.0K | 0.14% | +4+0.6% | Added |
| Echo Wealth Management, LLC | 677 | $292.0K | 0.37% | −63−8.5% | Reduced |
| Harbour Investment Management LLC | 682 | $292.0K | 0.15% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 681 | $292.0K | 0.18% | 00.0% | Unchanged |
| Capital Research Global Investors | 685 | $293.0K | 0.00% | −314−31.4% | Reduced |
| First Financial Corp | 685 | $293.0K | 0.19% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 685 | $293.0K | 0.14% | +1+0.1% | Added |
| Elmwood Wealth Management, Inc. | 684 | $293.0K | 0.15% | 00.0% | Unchanged |
| Oakwood Capital Management LLC | 685 | $293.0K | 0.08% | +70+11.4% | Added |
| Mayfair Advisory Group, LLC | 689 | $295.0K | 0.47% | −12−1.7% | Reduced |
| Foster & Motley Inc | 692 | $296.0K | 0.02% | 00.0% | Unchanged |
| Somerset Trust Co | 692 | $296.0K | 0.12% | +692 | New |
| FC Advisory LLC | 693 | $297.0K | 0.13% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 697 | $298.0K | 0.17% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 698 | $299.0K | 0.19% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 700 | $300.0K | 0.04% | +20+2.9% | Added |
| Stewardship Advisors, LLC | 704 | $301.0K | 0.11% | +704 | New |
| PrairieView Partners, LLC | 708 | $303.0K | 0.05% | −379−34.9% | Reduced |
| Roman Butler Fullerton & Co | 707 | $303.0K | 0.15% | +1+0.1% | Added |
| R. W. Roge & Company, Inc. | 693 | $303.0K | 0.19% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 709 | $303.0K | 0.14% | +23+3.4% | Added |
| Miramar Capital, LLC | 686 | $303.0K | 0.12% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 711 | $304.0K | 0.15% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 718 | $307.0K | 0.12% | −65−8.3% | Reduced |
| Better Money Decisions, LLC | 717 | $307.0K | 0.27% | +717 | New |
| Marshall Financial Group LLC | 721 | $309.0K | 0.17% | −1,015−58.5% | Reduced |
| Camden National Bank | 721 | $309.0K | 0.06% | −370−33.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 722 | $309.0K | 0.13% | −52−6.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 725 | $310.0K | 0.10% | −3−0.4% | Reduced |
| Azimuth Capital Management LLC | 725 | $310.0K | 0.01% | 00.0% | Unchanged |
| Boltwood Capital Management | 726 | $311.0K | 0.13% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 833 | $312.0K | 0.01% | +276+49.6% | Added |
| Princeton Global Asset Management LLC | 734 | $314.0K | 0.10% | −9−1.2% | Reduced |
| Voya Financial Advisors, Inc. | 737 | $315.0K | 0.04% | −21,688−96.7% | Reduced |
| Soundmark Wealth Management, LLC | 741 | $317.0K | 0.13% | −128−14.7% | Reduced |
| Madden Securities Corp | 746 | $319.0K | 0.17% | +2+0.3% | Added |
| Schoolcraft Capital LLC | 756 | $323.6K | 0.12% | −3−0.4% | Reduced |
| Colonial River Wealth Management, LLC | 758 | $324.0K | 0.23% | −34−4.3% | Reduced |
| MinichMacGregor Wealth Management, LLC | 758 | $324.0K | 0.11% | −3−0.4% | Reduced |
| Heritage Way Advisors, LLC | 757 | $324.0K | 0.13% | +157+26.2% | Added |
| Roanoke Asset Management Corp | 760 | $325.0K | 0.11% | 00.0% | Unchanged |
| Pflug Koory, LLC | 764 | $327.0K | 0.17% | 00.0% | Unchanged |
| Addison Capital Co | 764 | $327.0K | 0.16% | +4+0.5% | Added |
| Sage Financial Management Group, Inc. | 766 | $328.0K | 0.30% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 766 | $328.0K | 0.30% | +766 | New |
| Brio Consultants, LLC | 770 | $330.0K | 0.08% | −265−25.6% | Reduced |
| Gables Capital Management Inc. | 770 | $330.0K | 0.23% | +85+12.4% | Added |
| Main Street Research LLC | 775 | $332.0K | 0.03% | +82+11.8% | Added |
| Cornerstone National Bank & Trust Co | 781 | $334.3K | 0.15% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 783 | $335.0K | 0.27% | −219−21.9% | Reduced |
| Rezny Wealth Management, Inc. | 785 | $336.0K | 0.12% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 789 | $337.8K | 0.28% | +789 | New |
| Vision Capital Management, Inc. | 790 | $338.0K | 0.06% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 789 | $338.0K | 0.29% | 00.0% | Unchanged |
| First Citizens Financial Corp | 791 | $339.0K | 0.26% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 792 | $339.0K | 0.32% | +14+1.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 793 | $339.0K | 0.23% | +360+83.1% | Added |
| Vaughan & Co Securities, Inc. | 795 | $340.0K | 0.25% | +795 | New |
| Vontobel Swiss Wealth Advisors AG | 815 | $341.0K | 0.18% | −36−4.2% | Reduced |
| Check Capital Management Inc | 800 | $342.0K | 0.03% | 00.0% | Unchanged |
| Bank of Stockton | 800 | $342.0K | 0.10% | 00.0% | Unchanged |
| Bollard Group LLC | 800 | $342.0K | 0.01% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 800 | $342.4K | 0.14% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 800 | $344.0K | 0.17% | −372−31.7% | Reduced |
| Constitution Capital LLC | 803 | $344.0K | 0.21% | +45+5.9% | Added |
| Retirement Solution Inc. | 806 | $345.0K | 0.16% | −197−19.6% | Reduced |
| Sandbox Financial Partners, LLC | 809 | $346.0K | 0.26% | −3−0.4% | Reduced |
| Fiduciary Planning LLC | 809 | $346.0K | 0.30% | +2+0.2% | Added |
| Affiance Financial, LLC | 816 | $349.0K | 0.15% | 00.0% | Unchanged |
| Principal Financial Group Inc | 816 | $349.0K | 0.00% | +26+3.3% | Added |
| BHK Investment Advisors, LLC | 819 | $350.0K | 0.14% | +28+3.5% | Added |
| Shakespeare Wealth Management, Inc. | 793 | $351.0K | 0.14% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 821 | $352.0K | 0.07% | −536−39.5% | Reduced |
| Marks Group Wealth Management, Inc | 824 | $352.0K | 0.05% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 827 | $354.0K | 0.00% | −5−0.6% | Reduced |
| Parker Investment Management, LLC | 829 | $355.0K | 0.06% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 833 | $357.0K | 0.05% | +42+5.3% | Added |
| Red Wave Investments LLC | 839 | $359.0K | 0.13% | 00.0% | Unchanged |
| Dohj, LLC | 840 | $360.0K | 0.19% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 843 | $361.0K | 0.13% | −95−10.1% | Reduced |
| LPWM LLC | 832 | $362.0K | 0.22% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 859 | $368.0K | 0.38% | +859 | New |
| Outlook Wealth Advisors, LLC | 872 | $373.0K | 0.12% | +6+0.7% | Added |
| Newbridge Financial Services Group, Inc. | 879 | $376.0K | 0.23% | +316+56.1% | Added |
| DeDora Capital, Inc. | 881 | $377.0K | 0.16% | 00.0% | Unchanged |
| Horan Securities, Inc. | 881 | $377.0K | 0.27% | +71+8.8% | Added |
| Soros Capital Management LLC | 884 | $378.0K | 0.05% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 885 | $379.0K | 0.14% | −206−18.9% | Reduced |
| Strategic Investment Advisors | 888 | $380.0K | 0.09% | −14−1.6% | Reduced |
| Sanders Morris Harris LLC | 890 | $381.0K | 0.07% | +170+23.6% | Added |
| Ade, LLC | 898 | $384.0K | 0.35% | −32−3.4% | Reduced |
| Bluesphere Advisors, LLC | 896 | $384.0K | 0.34% | −12−1.3% | Reduced |