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 |
|---|---|---|---|---|---|
| Austin Private Wealth, LLC | 1,378 | $590.0K | 0.14% | +29+2.1% | Added |
| N.E.W. Advisory Services LLC | 1,379 | $591.0K | 0.10% | 00.0% | Unchanged |
| Private Management Group Inc | 1,380 | $591.0K | 0.03% | +66+5.0% | Added |
| Davis-Rea Ltd. | 1,383 | $594.0K | 0.29% | +3+0.2% | Added |
| American Research & Management Co. | 1,396 | $598.0K | 0.14% | −252−15.3% | Reduced |
| Penserra Capital Management LLC | 1,404 | $600.0K | 0.01% | −2,684−65.7% | Reduced |
| Platte River Wealth Advisors, LLC | 1,401 | $600.0K | 0.23% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 1,407 | $602.0K | 0.35% | 00.0% | Unchanged |
| Stegner Investment Associates Inc. | 1,412 | $604.0K | 0.45% | +386+37.6% | Added |
| Family Firm, Inc. | 1,414 | $605.0K | 0.16% | +2+0.1% | Added |
| Wade Financial Advisory, Inc | 1,416 | $606.0K | 0.33% | +463+48.6% | Added |
| Newton One Investments LLC | 1,418 | $607.0K | 0.48% | +994+234.4% | Added |
| Traphagen Investment Advisors LLC | 1,766 | $609.1K | 0.11% | 00.0% | Unchanged |
| Marotta Asset Management | 1,419 | $610.8K | 0.15% | +1,419 | New |
| SWMG, LLC | 1,430 | $612.0K | 0.36% | +237+19.9% | Added |
| Juncture Wealth Strategies, LLC | 1,392 | $616.0K | 0.35% | +15+1.1% | Added |
| JCIC Asset Management Inc. | 1,165 | $618.0K | 0.16% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,446 | $619.0K | 0.18% | −865−37.4% | Reduced |
| Financial Management Network Inc | 1,432 | $621.0K | 0.32% | −24−1.6% | Reduced |
| Colonial Trust Advisors | 1,450 | $621.0K | 0.08% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 1,454 | $622.0K | 0.21% | +50+3.6% | Added |
| Financial Network Wealth Management LLC | 1,452 | $622.0K | 0.37% | +178+14.0% | Added |
| Stony Point Wealth Management Inc. | 1,456 | $623.0K | 0.40% | −65−4.3% | Reduced |
| Ratio Wealth Group | 1,456 | $623.3K | 0.22% | +335+29.9% | Added |
| Oak Harvest Investment Services | 1,465 | $627.0K | 0.21% | +539+58.2% | Added |
| TFG Advisers LLC | 1,470 | $629.0K | 0.30% | −16−1.1% | Reduced |
| Zevin Asset Management LLC | 1,469 | $629.0K | 0.13% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 1,474 | $631.0K | 0.14% | +42+2.9% | Added |
| Fenimore Asset Management Inc | 1,477 | $632.0K | 0.02% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 1,480 | $634.0K | 0.16% | 00.0% | Unchanged |
| Landaas & Co | 1,486 | $636.0K | 0.36% | −129−8.0% | Reduced |
| Concorde Asset Management, LLC | 1,499 | $641.0K | 0.36% | −232−13.4% | Reduced |
| PAX Financial Group, LLC | 1,498 | $641.0K | 0.16% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,502 | $643.0K | 0.11% | −608−28.8% | Reduced |
| Boothbay Fund Management, LLC | 1,506 | $645.0K | 0.03% | −6,031−80.0% | Reduced |
| Summit X, LLC | 1,505 | $645.0K | 0.16% | 00.0% | Unchanged |
| Arjuna Capital | 1,510 | $646.0K | 0.28% | −67−4.2% | Reduced |
| Shufro Rose & Co LLC | 1,515 | $649.0K | 0.05% | +16+1.1% | Added |
| Financial Planning & Information Services, Inc. | 1,519 | $650.0K | 0.19% | −24−1.6% | Reduced |
| Telos Capital Management, Inc. | 1,519 | $651.0K | 0.09% | −258−14.5% | Reduced |
| Mascoma Wealth Management LLC | 1,531 | $655.0K | 0.28% | +5+0.3% | Added |
| Interchange Capital Partners, LLC | 1,536 | $657.0K | 1.02% | +65+4.4% | Added |
| Wealthstar Advisors, LLC | 1,538 | $658.0K | 0.25% | +1,538 | New |
| WFA of San Diego, LLC | 1,540 | $659.0K | 0.51% | −50−3.1% | Reduced |
| Diversified Investment Strategies, LLC | 1,546 | $662.0K | 0.49% | −125−7.5% | Reduced |
| Elm Partners Management LLC | 1,554 | $665.0K | 0.09% | −263−14.5% | Reduced |
| Cordasco Financial Network | 1,552 | $665.0K | 0.46% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 1,554 | $665.0K | 0.09% | +1,554 | New |
| IAM Advisory, LLC | 1,554 | $665.0K | 0.09% | +1,554 | New |
| Aft, Forsyth & Company, Inc. | 1,563 | $669.0K | 0.36% | +46+3.0% | Added |
| Doheny Asset Management | 1,565 | $670.0K | 0.43% | −25−1.6% | Reduced |
| CVA Family Office, LLC | 1,569 | $671.0K | 0.19% | +1+0.1% | Added |
| BFT Financial Group, LLC | 1,571 | $672.0K | 0.13% | −21−1.3% | Reduced |
| Investors Asset Management of Georgia Inc | 1,575 | $674.0K | 0.36% | +8+0.5% | Added |
| SkyOak Wealth, LLC | 1,577 | $675.0K | 0.18% | −60−3.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,581 | $677.0K | 0.36% | −400−20.2% | Reduced |
| PFG Private Wealth Management, LLC | 1,582 | $677.0K | 0.44% | +6+0.4% | Added |
| Dixon Hubard Feinour & Brown Inc | 1,583 | $678.0K | 0.14% | −63−3.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,585 | $679.0K | 0.14% | +156+10.9% | Added |
| HighMark Wealth Management LLC | 1,594 | $682.0K | 0.50% | −155−8.9% | Reduced |
| MA Private Wealth | 1,596 | $683.0K | 0.14% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,598 | $684.0K | 0.07% | +85+5.6% | Added |
| Wealth Quarterback LLC | 1,596 | $685.0K | 0.42% | +1,596 | New |
| PBMares Wealth Management LLC | 1,608 | $688.0K | 0.37% | −26−1.6% | Reduced |
| RiverTree Advisors, LLC | 1,608 | $688.0K | 0.47% | +721+81.3% | Added |
| Independent Investors Inc | 1,611 | $690.0K | 0.17% | 00.0% | Unchanged |
| HYA Advisors, Inc | 1,624 | $695.0K | 0.29% | −316−16.3% | Reduced |
| Fernwood Investment Management, LLC | 1,625 | $696.0K | 0.23% | +176+12.1% | Added |
| Encompass Wealth Advisors, LLC | 1,634 | $699.0K | 0.17% | 00.0% | Unchanged |
| Fca Corp | 1,654 | $708.0K | 0.20% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 1,659 | $710.0K | 0.13% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 1,660 | $711.0K | 0.15% | −48,115−96.7% | Reduced |
| Capital World Investors | 1,667 | $713.0K | 0.00% | −2,471−59.7% | Reduced |
| Macroview Investment Management LLC | 1,666 | $713.0K | 0.96% | +5+0.3% | Added |
| Great Point Wealth Advisors, LLC | 1,672 | $716.0K | 0.25% | +54+3.3% | Added |
| Arcadia Investment Management Corp | 1,674 | $717.0K | 0.13% | −992−37.2% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 1,675 | $717.0K | 0.23% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,677 | $718.0K | 0.51% | +803+91.9% | Added |
| Liberty Capital Management, Inc. | 1,690 | $723.0K | 0.22% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,695 | $726.0K | 0.21% | −42−2.4% | Reduced |
| Checchi Capital Advisers, LLC | 1,698 | $727.0K | 0.09% | −17−1.0% | Reduced |
| McGinn Investment Management, Inc. | 1,700 | $728.0K | 0.52% | −593−25.9% | Reduced |
| ETF Portfolio Partners, Inc. | 1,700 | $728.0K | 0.29% | +669+64.9% | Added |
| Hexagon Capital Partners LLC | 1,702 | $729.0K | 0.20% | +48+2.9% | Added |
| First National Bank of South Miami | 1,706 | $730.0K | 0.50% | −54−3.1% | Reduced |
| Atlas Brown,Inc. | 1,706 | $730.0K | 0.32% | +322+23.3% | Added |
| Sym Financial Corp | 1,710 | $732.0K | 0.42% | +1+0.1% | Added |
| McAdam, LLC | 1,662 | $733.0K | 0.08% | +102+6.5% | Added |
| Cooper Financial Group | 1,717 | $735.0K | 0.15% | −119−6.5% | Reduced |
| Horan Capital Advisors, LLC. | 1,722 | $737.0K | 0.33% | −100−5.5% | Reduced |
| JustInvest LLC | 1,721 | $737.0K | 0.08% | +254+17.3% | Added |
| ERn Financial, LLC | 1,728 | $740.0K | 0.26% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 1,728 | $740.0K | 0.15% | +1,728 | New |
| Trilogy Capital Inc. | 1,696 | $741.0K | 0.05% | −9,960−85.4% | Reduced |
| StrategIQ Financial Group, LLC | 1,733 | $742.0K | 0.15% | +320+22.6% | Added |
| CFO4Life Group, LLC | 1,735 | $743.0K | 0.17% | +81+4.9% | Added |
| Epstein & White Financial LLC | 1,751 | $748.0K | 0.20% | −4−0.2% | Reduced |
| Briaud Financial Planning, Inc | 1,756 | $751.0K | 0.50% | 00.0% | Unchanged |
| Retirement Planning Group | 1,756 | $752.0K | 0.09% | +255+17.0% | Added |
| Legacy Wealth Planning, LLC | 1,769 | $757.0K | 0.86% | +212+13.6% | Added |