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 |
|---|---|---|---|---|---|
| jvl associates llc | 1,129 | $483.0K | 0.33% | −75−6.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,128 | $483.0K | 0.06% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 1,129 | $483.0K | 0.34% | +2+0.2% | Added |
| Court Place Advisors, LLC | 1,127 | $483.0K | 0.14% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 1,132 | $485.0K | 0.36% | −50−4.2% | Reduced |
| Abbot Financial Management, Inc. | 1,132 | $485.0K | 0.21% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 1,107 | $486.0K | 0.11% | −26−2.3% | Reduced |
| Gibson Capital, LLC | 1,140 | $487.0K | 0.13% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 1,141 | $488.0K | 0.16% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,140 | $488.0K | 0.29% | +78+7.3% | Added |
| Tanglewood Wealth Management, Inc. | 1,139 | $488.0K | 0.09% | +333+41.3% | Added |
| Sawgrass Asset Management LLC | 1,142 | $489.0K | 0.04% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 1,147 | $491.0K | 0.33% | +1,147 | New |
| Columbia Trust Co 01012016 | 1,150 | $492.0K | 0.28% | 00.0% | Unchanged |
| Financial Management Concepts Corp | 1,124 | $493.0K | 0.40% | −141−11.1% | Reduced |
| Hudson Value Partners, LLC | 1,155 | $494.0K | 0.27% | +330+40.0% | Added |
| Valley Forge Investment Consultants Inc Adv | 1,157 | $495.0K | 0.27% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,160 | $497.0K | 0.31% | +1+0.1% | Added |
| Reston Wealth Management LLC | 1,167 | $500.0K | 0.25% | +3+0.3% | Added |
| Pinkerton Retirement Specialists, LLC | 1,175 | $503.0K | 0.10% | −1−0.1% | Reduced |
| Financial Management Professionals, Inc. | 1,179 | $505.0K | 0.13% | +296+33.5% | Added |
| Maple Capital Management, Inc. | 1,134 | $506.0K | 0.06% | +232+25.7% | Added |
| HT Partners LLC | 1,185 | $507.0K | 0.16% | 00.0% | Unchanged |
| TFC Financial Management | 1,187 | $508.0K | 0.17% | −18−1.5% | Reduced |
| Sadoff Investment Management LLC | 1,190 | $509.0K | 0.03% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 1,191 | $510.0K | 0.09% | −509−29.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,197 | $512.0K | 0.12% | −1−0.1% | Reduced |
| Cox Capital Mgt LLC | 1,197 | $512.0K | 0.34% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,198 | $513.0K | 0.04% | −112−8.5% | Reduced |
| Pictet Asset Management Ltd | 1,200 | $514.0K | 0.00% | −1,580−56.8% | Reduced |
| Investment Management of Virginia LLC | 1,201 | $514.0K | 0.10% | +48+4.2% | Added |
| NovaPoint Capital, LLC | 1,206 | $516.0K | 0.21% | −159−11.6% | Reduced |
| JFS Wealth Advisors, LLC | 1,213 | $519.0K | 0.08% | +14+1.2% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,215 | $520.0K | 0.20% | −38−3.0% | Reduced |
| Morse Asset Management, Inc | 1,216 | $521.0K | 0.13% | −106−8.0% | Reduced |
| Cornerstone Capital, Inc. | 1,218 | $521.0K | 0.06% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 1,218 | $521.0K | 0.40% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 1,223 | $524.0K | 0.20% | +6+0.5% | Added |
| Day & Ennis, LLC | 1,226 | $525.0K | 0.18% | −28−2.2% | Reduced |
| Truvestments Capital LLC | 1,231 | $527.0K | 0.29% | −2,817−69.6% | Reduced |
| Braun-Bostich & Associates Inc. | 1,231 | $527.0K | 0.96% | −104−7.8% | Reduced |
| Goepper Burkhardt LLC | 1,230 | $527.0K | 0.33% | 00.0% | Unchanged |
| Betterment LLC | 1,236 | $529.0K | 0.00% | +278+29.0% | Added |
| Foster Group, Inc. | 1,238 | $530.0K | 0.06% | +8+0.7% | Added |
| Tiemann Investment Advisors, LLC | 1,237 | $530.0K | 0.25% | +37+3.1% | Added |
| Financial Sense Advisors, Inc. | 1,241 | $531.0K | 0.17% | −493−28.4% | Reduced |
| Crew Capital Management, Ltd. | 1,245 | $533.0K | 0.50% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 1,247 | $534.0K | 0.01% | +66+5.6% | Added |
| EagleClaw Capital Managment, LLC | 1,250 | $535.0K | 0.14% | 00.0% | Unchanged |
| Falcon Wealth Planning | 1,249 | $535.0K | 0.23% | +19+1.5% | Added |
| Balentine LLC | 1,251 | $536.0K | 0.02% | +5+0.4% | Added |
| FinTrust Capital Advisors, LLC | 1,255 | $537.0K | 0.14% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 1,257 | $538.0K | 0.19% | −1−0.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,262 | $540.0K | 0.14% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,266 | $542.0K | 0.22% | −300−19.2% | Reduced |
| Trinity Legacy Partners, LLC | 1,249 | $544.0K | 0.20% | +164+15.1% | Added |
| Exeter Financial, LLC | 1,258 | $546.0K | 0.32% | 00.0% | Unchanged |
| Glovista Investments LLC | 1,278 | $547.0K | 0.13% | −11,128−89.7% | Reduced |
| Pacific Center for Financial Services | 1,279 | $548.0K | 0.24% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 1,284 | $549.0K | 0.32% | +2+0.2% | Added |
| TCTC Holdings, LLC | 1,282 | $549.0K | 0.03% | +10+0.8% | Added |
| America First Investment Advisors, LLC | 1,286 | $550.0K | 0.16% | −1,363−51.5% | Reduced |
| Wiser Wealth Management, Inc | 1,286 | $550.0K | 0.33% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 1,284 | $550.0K | 0.35% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 1,287 | $551.0K | 0.00% | +1,287 | New |
| Larson Financial Group LLC | 1,291 | $553.0K | 0.13% | −16−1.2% | Reduced |
| Asset Planning Services, Ltd. | 1,296 | $555.0K | 0.27% | +2+0.2% | Added |
| Trust Co | 1,299 | $556.0K | 0.39% | −346−21.0% | Reduced |
| Karpus Management, Inc. | 1,300 | $556.0K | 0.02% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 1,300 | $556.0K | 0.36% | +1,300 | New |
| PSI Advisors, LLC | 1,305 | $558.0K | 0.29% | −48−3.5% | Reduced |
| Asset Planning Corporation | 1,303 | $558.0K | 0.54% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 1,304 | $558.0K | 0.16% | 00.0% | Unchanged |
| Asset Planning Services Inc | 1,307 | $559.0K | 0.32% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,311 | $561.0K | 0.16% | +3+0.2% | Added |
| S&T Bank | 1,313 | $562.0K | 0.09% | −63−4.6% | Reduced |
| Paradigm Financial Partners, LLC | 1,314 | $563.0K | 0.14% | −9−0.7% | Reduced |
| Cape Ann Savings Bank | 1,316 | $563.0K | 0.36% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,327 | $568.0K | 0.14% | −1,297−49.4% | Reduced |
| Karp Capital Management Corp | 1,326 | $568.0K | 0.08% | +50+3.9% | Added |
| Alhambra Investment Partners LLC | 1,330 | $569.0K | 0.43% | −144−9.8% | Reduced |
| American Trust Investment Advisors, LLC | 1,342 | $574.0K | 0.31% | −366−21.4% | Reduced |
| Gradient Capital Advisors, LLC | 1,341 | $574.0K | 0.27% | −38−2.8% | Reduced |
| Next Capital Management LLC | 1,342 | $574.0K | 0.37% | 00.0% | Unchanged |
| STRS Ohio | 1,350 | $577.0K | 0.00% | −2,505−65.0% | Reduced |
| Charter Trust Co | 1,347 | $577.0K | 0.05% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,347 | $577.0K | 0.16% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 1,353 | $579.0K | 0.06% | +70+5.5% | Added |
| Claybrook Capital, LLC | 1,356 | $580.0K | 0.19% | −34,670−96.2% | Reduced |
| SevenBridge Financial Group, LLC | 1,356 | $580.0K | 0.19% | −9−0.7% | Reduced |
| Liberty Wealth Management LLC | 1,354 | $580.0K | 0.23% | −76−5.3% | Reduced |
| ForthRight Wealth Management, LLC | 1,354 | $580.0K | 0.37% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,359 | $582.0K | 0.41% | −42−3.0% | Reduced |
| Arq Wealth Advisors, LLC | 1,360 | $582.0K | 0.37% | −6−0.4% | Reduced |
| Everhart Financial Group, Inc. | 1,362 | $582.0K | 0.40% | −1−0.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1,359 | $582.0K | 0.21% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 1,361 | $583.0K | 0.00% | −7,355−84.4% | Reduced |
| Harbor Group, Inc. | 1,377 | $589.0K | 0.39% | −10−0.7% | Reduced |
| Armor Investment Advisors, LLC | 1,377 | $589.0K | 0.36% | 00.0% | Unchanged |
| Beacon Wealthcare LLC | 1,376 | $589.0K | 0.29% | +28+2.1% | Added |