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 |
|---|---|---|---|---|---|
| Martin & Co Inc | 900 | $385.0K | 0.10% | −2,600−74.3% | Reduced |
| AIMZ Investment Advisors, LLC | 900 | $385.0K | 0.17% | +24+2.7% | Added |
| Aristides Capital LLC | 901 | $386.0K | 0.30% | +901 | New |
| Stonehearth Capital Management, LLC | 905 | $387.0K | 0.19% | −714−44.1% | Reduced |
| SPC Financial, Inc. | 905 | $387.0K | 0.05% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 904 | $389.0K | 0.33% | +3+0.3% | Added |
| Ballast, Inc. | 910 | $389.0K | 0.16% | +66+7.8% | Added |
| Corbenic Partners LLC | 909 | $390.0K | 0.10% | +2+0.2% | Added |
| KLK Capital Management LLC | 916 | $392.0K | 0.34% | +916 | New |
| Meridian Wealth Partners, LLC | 917 | $393.0K | 0.09% | +22+2.5% | Added |
| Prostatis Group LLC | 922 | $394.5K | 0.27% | −15−1.6% | Reduced |
| Summit Global Investments | 923 | $395.0K | 0.02% | +395+74.8% | Added |
| Tandem Investment Advisors, Inc. | 924 | $396.0K | 0.03% | −197−17.6% | Reduced |
| Fountainhead AM, LLC | 1,002 | $397.0K | 0.21% | 00.0% | Unchanged |
| Key Financial Inc | 906 | $397.0K | 0.22% | 00.0% | Unchanged |
| Barings LLC | 929 | $398.0K | 0.01% | +929 | New |
| Foster Victor Wealth Advisors, LLC | 934 | $400.0K | 0.07% | −8,694−90.3% | Reduced |
| Regal Wealth Group, Inc. | 937 | $401.0K | 0.24% | +3+0.3% | Added |
| JFG Wealth Management, LLC | 940 | $402.0K | 0.18% | −1,299−58.0% | Reduced |
| Mattern Wealth Management LLC | 932 | $402.0K | 0.13% | −26−2.7% | Reduced |
| Schwab Charitable Fund | 939 | $402.0K | 0.05% | 00.0% | Unchanged |
| Washington Trust Bank | 945 | $405.0K | 0.05% | −28−2.9% | Reduced |
| Cedar Wealth Management, LLC | 945 | $405.0K | 0.18% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 948 | $406.0K | 0.15% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 949 | $406.0K | 0.22% | +167+21.4% | Added |
| Bordeaux Wealth Advisors LLC | 956 | $409.0K | 0.24% | +1+0.1% | Added |
| Winning Points Advisors, LLC | 958 | $410.0K | 0.31% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 958 | $410.2K | 0.06% | +7+0.7% | Added |
| Baugh & Associates, LLC | 959 | $411.0K | 0.25% | −105−9.9% | Reduced |
| MainStreet Investment Advisors LLC | 963 | $412.0K | 0.04% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 962 | $413.0K | 0.23% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 970 | $415.0K | 0.38% | −205,992−99.5% | Reduced |
| McRae Capital Management Inc | 972 | $416.0K | 0.10% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 975 | $417.0K | 0.13% | −35−3.5% | Reduced |
| Savior LLC | 973 | $417.0K | 0.35% | −9−0.9% | Reduced |
| Adell Harriman & Carpenter Inc | 976 | $417.8K | 0.04% | −17−1.7% | Reduced |
| IMS Capital Management | 976 | $418.0K | 0.25% | −1,594−62.0% | Reduced |
| Armstrong Henry H Associates Inc | 981 | $420.0K | 0.05% | +155+18.8% | Added |
| Bridges Investment Management Inc | 987 | $422.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 987 | $422.0K | 0.15% | +801+430.6% | Added |
| Laurel Wealth Planning LLC | 985 | $422.0K | 0.37% | +838+570.1% | Added |
| Financial Insights, Inc. | 986 | $422.1K | 0.35% | +30+3.1% | Added |
| Wellington Shields Capital Management, LLC | 992 | $425.0K | 0.05% | −100−9.2% | Reduced |
| Terra Nova Asset Management LLC | 994 | $426.0K | 0.37% | −23−2.3% | Reduced |
| Banco de Sabadell, S.A | 999 | $428.0K | 0.28% | −7,619−88.4% | Reduced |
| Palisade Capital Management LLC | 1,000 | $428.0K | 0.01% | 00.0% | Unchanged |
| Capital Management Corp | 1,000 | $428.0K | 0.09% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 999 | $428.0K | 0.20% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,000 | $428.0K | 0.40% | +1,000 | New |
| Orgel Wealth Management, LLC | 1,003 | $429.0K | 0.05% | +31+3.2% | Added |
| Compass Capital Management, Inc | 1,010 | $432.0K | 0.03% | −45−4.3% | Reduced |
| Addison Advisors LLC | 1,017 | $435.0K | 0.35% | +1,017 | New |
| Coe Capital Management, LLC | 1,018 | $436.0K | 0.41% | −190−15.7% | Reduced |
| Axiom Investment Management LLC | 1,025 | $439.0K | 0.34% | 00.0% | Unchanged |
| TPG Financial Advisors, LLC | 1,029 | $440.0K | 0.31% | −140−12.0% | Reduced |
| Heritage Investors Management Corp | 1,029 | $440.0K | 0.02% | −70−6.4% | Reduced |
| GHP Investment Advisors, Inc. | 1,037 | $444.0K | 0.04% | +158+18.0% | Added |
| Solstein Capital, LLC | 1,038 | $444.0K | 0.55% | +548+111.8% | Added |
| Gleason Group, Inc. | 1,038 | $445.0K | 0.16% | −4−0.4% | Reduced |
| Alaethes Wealth LLC | 1,040 | $445.0K | 0.34% | +23+2.3% | Added |
| Waypoint Wealth Partners Inc. | 1,042 | $446.0K | 0.17% | −16−1.5% | Reduced |
| Private Capital Management LLC | 1,041 | $446.0K | 0.20% | +86+9.0% | Added |
| Eastover Investment Advisors LLC | 1,042 | $446.0K | 0.29% | +481+85.7% | Added |
| KWMG, LLC | 1,046 | $451.0K | 0.07% | −35−3.2% | Reduced |
| Cahill Financial Advisors Inc | 1,053 | $451.0K | 0.10% | +2+0.2% | Added |
| Brightworth | 1,055 | $452.0K | 0.04% | +1+0.1% | Added |
| Columbus Macro, LLC | 1,059 | $453.0K | 0.14% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 1,034 | $453.0K | 0.27% | +284+37.9% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,065 | $456.0K | 0.07% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,066 | $456.0K | 0.11% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,065 | $456.0K | 0.04% | +1,065 | New |
| TD Capital Management LLC | 1,067 | $457.0K | 0.06% | +685+179.3% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,070 | $458.0K | 0.28% | +2+0.2% | Added |
| Heartwood Wealth Advisors LLC | 1,073 | $459.0K | 0.07% | −5−0.5% | Reduced |
| AF Advisors, Inc. | 1,075 | $460.0K | 0.23% | +1,075 | New |
| Greenwood Gearhart Inc | 1,077 | $461.0K | 0.07% | −10−0.9% | Reduced |
| Sentinel Pension Advisors Inc | 1,077 | $461.0K | 0.16% | +3+0.3% | Added |
| Cranbrook Wealth Management, LLC | 1,076 | $461.0K | 0.11% | +19+1.8% | Added |
| Eagle Ridge Investment Management | 1,083 | $464.0K | 0.05% | −78−6.7% | Reduced |
| Opus Capital Group, LLC | 1,083 | $464.0K | 0.11% | +254+30.6% | Added |
| Magnolia Capital Advisors LLC | 1,086 | $465.0K | 0.21% | −26−2.3% | Reduced |
| Westside Investment Management, Inc. | 1,088 | $465.0K | 0.01% | −284−20.7% | Reduced |
| UMA Financial Services, Inc. | 1,071 | $466.0K | 0.13% | 00.0% | Unchanged |
| KCS Wealth Advisory | 1,091 | $467.0K | 0.22% | +18+1.7% | Added |
| C M Bidwell & Associates Ltd | 1,093 | $468.0K | 0.31% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,097 | $470.0K | 0.03% | −12−1.1% | Reduced |
| Monarch Capital Management Inc | 1,097 | $470.0K | 0.13% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,097 | $470.0K | 0.16% | +6+0.5% | Added |
| WealthTrust Asset Management, LLC | 1,098 | $470.0K | 0.41% | +1,098 | New |
| Creegan & Nassoura Financial Group, LLC | 1,100 | $471.0K | 0.40% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 1,110 | $475.0K | 0.41% | −74−6.3% | Reduced |
| Mirador Capital Partners LP | 1,112 | $476.0K | 0.11% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,112 | $476.0K | 0.11% | 00.0% | Unchanged |
| Bluestem Financial Advisors, LLC | 1,113 | $476.0K | 0.32% | 00.0% | Unchanged |
| AAFCPAs Wealth Management, LLC | 1,114 | $476.7K | 0.37% | +2+0.2% | Added |
| Bellevue Asset Management, LLC | 1,116 | $478.0K | 0.29% | −114−9.3% | Reduced |
| Accurate Wealth Management, LLC | 1,116 | $478.0K | 0.42% | +1,116 | New |
| Lederer & Associates Investment Counsel | 1,120 | $479.0K | 0.32% | 00.0% | Unchanged |
| First Personal Financial Services | 1,125 | $482.0K | 0.12% | 00.0% | Unchanged |
| Interactive Financial Advisors | 1,129 | $483.0K | 0.20% | −309−21.5% | Reduced |