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 |
|---|---|---|---|---|---|
| 360 Financial, Inc. | 2,167 | $927.0K | 0.48% | +50+2.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 2,166 | $927.0K | 0.69% | +2,166 | New |
| Onyx Bridge Wealth Group LLC | 2,154 | $929.0K | 0.40% | +285+15.2% | Added |
| Academy Capital Management Inc | 2,173 | $930.0K | 0.38% | +2,173 | New |
| Tempus Wealth Planning, LLC | 2,180 | $933.0K | 0.62% | +2,180 | New |
| Northeast Investment Management | 2,181 | $934.0K | 0.05% | −19−0.9% | Reduced |
| Bourgeon Capital Management LLC | 2,186 | $936.0K | 0.20% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 2,187 | $936.0K | 0.28% | +639+41.3% | Added |
| Peachtree Investment Partners, LLC | 2,186 | $936.0K | 0.46% | +801+57.8% | Added |
| Mountain Pacific Investment Advisers Inc | 2,188 | $937.0K | 0.06% | 00.0% | Unchanged |
| Norris Perne & French LLP | 2,188 | $937.0K | 0.08% | +16+0.7% | Added |
| High Note Wealth, LLC | 2,193 | $938.0K | 0.34% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,195 | $940.0K | 0.16% | −10.0% | Reduced |
| Verus Financial Partners, Inc. | 2,195 | $946.0K | 0.14% | −43−1.9% | Reduced |
| Wells Trecaso Financial Group, LLC | 2,210 | $946.0K | 0.45% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 2,220 | $950.0K | 0.30% | −200−8.3% | Reduced |
| Darwin Advisors, LLC | 2,229 | $954.0K | 0.16% | −10.0% | Reduced |
| Sterling Manor Financial, LLC | 2,234 | $956.0K | 0.76% | −63−2.7% | Reduced |
| 4J Wealth Management LLC | 2,233 | $956.0K | 0.83% | −36−1.6% | Reduced |
| Matthew Goff Investment Advisor, LLC | 2,236 | $957.0K | 0.24% | −192−7.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,235 | $957.0K | 0.08% | −97−4.2% | Reduced |
| Leisure Capital Management | 2,235 | $957.0K | 0.53% | +194+9.5% | Added |
| Indie Asset Partners, LLC | 2,241 | $959.0K | 0.78% | +20+0.9% | Added |
| BerganKDV Wealth Management, LLC | 2,245 | $961.0K | 0.11% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,246 | $961.0K | 0.36% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 2,246 | $961.0K | 0.84% | 00.0% | Unchanged |
| Strid Group, LLC | 2,232 | $963.0K | 0.22% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 2,271 | $972.0K | 0.28% | −25−1.1% | Reduced |
| Parthenon LLC | 2,272 | $973.0K | 0.15% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 2,279 | $976.0K | 0.30% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 2,291 | $980.7K | 0.04% | −1,444−38.7% | Reduced |
| RGT Wealth Advisors, LLC | 2,295 | $982.0K | 0.18% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 2,293 | $982.0K | 0.29% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 2,300 | $985.0K | 0.00% | −20,000−89.7% | Reduced |
| Riverstone Advisors, LLC | 2,300 | $985.0K | 0.47% | −751−24.6% | Reduced |
| Zevenbergen Capital Investments LLC | 2,302 | $985.0K | 0.02% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 2,304 | $986.0K | 0.14% | −2−0.1% | Reduced |
| Arlington Partners LLC | 2,303 | $986.0K | 0.34% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 2,306 | $987.0K | 0.39% | −105−4.4% | Reduced |
| Univest Financial Corp | 2,306 | $987.0K | 0.27% | +216+10.3% | Added |
| McGuire Investment Group, LLC | 2,309 | $988.0K | 0.19% | −130−5.3% | Reduced |
| Capital CS Group, LLC | 2,320 | $993.0K | 0.81% | −57−2.4% | Reduced |
| Parkside Advisors LLC | 2,315 | $994.0K | 0.32% | −50−2.1% | Reduced |
| Portfolio Solutions, LLC | 2,252 | $996.0K | 0.12% | −119−5.0% | Reduced |
| Navalign, LLC | 2,328 | $997.0K | 0.42% | +7+0.3% | Added |
| Sound Income Strategies, LLC | 2,332 | $998.0K | 0.14% | +1,987+575.9% | Added |
| Fayez Sarofim & Co | 2,339 | $1.00M | 0.00% | −404−14.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,341 | $1.00M | 0.17% | +47+2.0% | Added |
| Lincoln Capital Corp | 2,341 | $1.00M | 0.57% | +55+2.4% | Added |
| Hyman Charles D | 2,347 | $1.00M | 0.07% | −271−10.4% | Reduced |
| Townsend Asset Management Corp | 2,348 | $1.00M | 0.56% | +11+0.5% | Added |
| Chickasaw Capital Management LLC | 2,351 | $1.01M | 0.04% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 2,374 | $1.02M | 0.21% | +39+1.7% | Added |
| X-Square Capital, LLC | 2,377 | $1.02M | 0.48% | −272−10.3% | Reduced |
| SP Asset Management | 2,328 | $1.02M | 0.11% | +440+23.3% | Added |
| David J Yvars Group | 2,401 | $1.03M | 0.58% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 2,409 | $1.03M | 0.57% | +200+9.1% | Added |
| Garrison Point Advisors, LLC | 2,447 | $1.05M | 0.76% | +53+2.2% | Added |
| Frisch Financial Group, Inc. | 2,453 | $1.05M | 0.33% | −57−2.3% | Reduced |
| LexAurum Advisors, LLC | 2,458 | $1.05M | 0.31% | +331+15.6% | Added |
| Kings Point Capital Management | 2,469 | $1.06M | 0.10% | +138+5.9% | Added |
| Front Street Capital Management, Inc. | 3,443 | $1.06M | 0.19% | −61−1.7% | Reduced |
| State Farm Mutual Automobile Insurance Co | 2,500 | $1.07M | 0.00% | +2,500 | New |
| Vestor Capital, LLC | 2,501 | $1.07M | 0.11% | +130+5.5% | Added |
| Polaris Wealth Advisory Group, LLC | 2,492 | $1.07M | 0.06% | −20−0.8% | Reduced |
| Sequent Asset Management, LLC | 2,513 | $1.08M | 0.62% | +596+31.1% | Added |
| Baystate Wealth Management LLC | 2,518 | $1.08M | 0.11% | +120+5.0% | Added |
| Dean Investment Associates, LLC | 2,520 | $1.08M | 0.20% | +7+0.3% | Added |
| Clarkston Capital Partners, LLC | 2,522 | $1.08M | 0.02% | 00.0% | Unchanged |
| Menlo Advisors LLC | 2,530 | $1.08M | 0.58% | +50+2.0% | Added |
| SRS Capital Advisors, Inc. | 2,539 | $1.09M | 0.15% | +2,539 | New |
| Campbell Wealth Management | 2,543 | $1.09M | 0.15% | +11+0.4% | Added |
| Hourglass Capital, LLC | 2,547 | $1.09M | 0.25% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 2,551 | $1.09M | 0.37% | −5−0.2% | Reduced |
| Boenning & Scattergood, Inc. | 2,556 | $1.09M | 0.19% | +10.0% | Added |
| Legacy Private Trust Co. | 2,561 | $1.10M | 0.09% | −65−2.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 2,560 | $1.10M | 0.70% | 00.0% | Unchanged |
| Crabel Capital Management, LLC | 2,565 | $1.10M | 0.23% | +859+50.4% | Added |
| Gilman Hill Asset Management, LLC | 2,567 | $1.10M | 0.28% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 2,572 | $1.10M | 0.29% | −133−4.9% | Reduced |
| Wall Capital Group, Inc. | 2,571 | $1.10M | 0.37% | −14−0.5% | Reduced |
| Hanson & Doremus Investment Management | 3,291 | $1.10M | 0.33% | −10.0% | Reduced |
| Capital Planning Advisors, LLC | 2,575 | $1.10M | 0.23% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 2,578 | $1.10M | 0.30% | +2,578 | New |
| Beacon Financial Group | 2,564 | $1.10M | 0.16% | −264−9.3% | Reduced |
| Independent Advisor Alliance | 2,593 | $1.11M | 0.06% | +927+55.6% | Added |
| Sterling Financial Planning, Inc. | 2,603 | $1.11M | 0.72% | −23−0.9% | Reduced |
| Ahrens Investment Partners LLC | 2,606 | $1.11M | 0.51% | −19−0.7% | Reduced |
| KB Financial Partners, LLC | 2,617 | $1.12M | 0.42% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 2,617 | $1.12M | 0.30% | +108+4.3% | Added |
| Essex Private Wealth Management, LLC | 2,626 | $1.12M | 1.03% | +25+1.0% | Added |
| Dearborn Partners LLC | 2,627 | $1.13M | 0.05% | +104+4.1% | Added |
| American Capital Management Inc | 2,631 | $1.13M | 0.03% | 00.0% | Unchanged |
| Somerset Group LLC | 2,635 | $1.13M | 0.81% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 2,638 | $1.13M | 0.34% | +68+2.6% | Added |
| MidWestOne Financial Group, Inc. | 2,645 | $1.13M | 0.27% | 00.0% | Unchanged |
| Excalibur Management Corp | 2,648 | $1.13M | 0.51% | +10.0% | Added |
| Cottage Street Advisors LLC | 2,641 | $1.13M | 0.67% | +73+2.8% | Added |
| WealthBridge Investment Counsel Inc. | 2,657 | $1.14M | 0.50% | −520−16.4% | Reduced |
| 9258 Wealth Management, LLC | 2,669 | $1.14M | 0.31% | 00.0% | Unchanged |