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 |
|---|---|---|---|---|---|
| Schneider Downs Wealth Management Advisors, LP | 4,270 | $1.83M | 0.47% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 4,259 | $1.82M | 0.18% | −154−3.5% | Reduced |
| Peninsula Asset Management Inc | 4,252 | $1.82M | 0.95% | −1,547−26.7% | Reduced |
| Harbor Financial Services, LLC | 4,249 | $1.82M | 0.77% | −47−1.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,239 | $1.81M | 0.42% | −38−0.9% | Reduced |
| Ironwood Wealth Management, LLC. | 4,208 | $1.80M | 1.04% | −165−3.8% | Reduced |
| Connecticut Wealth Management, LLC | 4,202 | $1.80M | 0.16% | −6,960−62.4% | Reduced |
| FLC Capital Advisors | 4,195 | $1.80M | 0.53% | +192+4.8% | Added |
| Hengehold Capital Management LLC | 4,190 | $1.79M | 0.24% | +156+3.9% | Added |
| Ridgecrest Wealth Partners, LLC | 4,189 | $1.79M | 1.12% | +164+4.1% | Added |
| Cornerstone Investment Partners, LLC | 4,175 | $1.79M | 0.09% | +93+2.3% | Added |
| First Trust Advisors LP | 4,167 | $1.78M | 0.00% | +238+6.1% | Added |
| Alerus Financial NA | 4,155 | $1.78M | 0.18% | −1,111−21.1% | Reduced |
| Keebeck Alpha, LP | 4,153 | $1.78M | 0.62% | +1,478+55.3% | Added |
| SVB Wealth Advisory, Inc. | 4,142 | $1.77M | 1.18% | +52+1.3% | Added |
| Platt Investment Counsel, LLC | 4,136 | $1.77M | 1.52% | −34−0.8% | Reduced |
| Premier Asset Management LLC | 4,132 | $1.77M | 0.26% | +996+31.8% | Added |
| Round Rock Advisors, LLC | 4,128 | $1.77M | 1.29% | −39−0.9% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 4,126 | $1.77M | 0.84% | +1,590+62.7% | Added |
| Aull & Monroe Investment Management Corp | 4,098 | $1.75M | 0.83% | −100−2.4% | Reduced |
| Community Financial Services Group, LLC | 4,083 | $1.75M | 0.49% | −535−11.6% | Reduced |
| Compton Capital Management Inc | 4,078 | $1.75M | 0.51% | +10+0.2% | Added |
| EPIQ Capital Group, LLC | 4,054 | $1.74M | 0.18% | +12+0.3% | Added |
| Bramshill Investments, LLC | 4,064 | $1.74M | 0.13% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 4,061 | $1.74M | 0.19% | +15+0.4% | Added |
| Oxbow Advisors, LLC | 4,059 | $1.74M | 0.18% | −33−0.8% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 4,058 | $1.74M | 0.44% | +1,265+45.3% | Added |
| United Maritime Capital LLC | 4,040 | $1.74M | 1.32% | −2,400−37.3% | Reduced |
| Birch Hill Investment Advisors LLC | 4,052 | $1.73M | 0.09% | −100−2.4% | Reduced |
| Atwood & Palmer Inc | 4,045 | $1.73M | 0.16% | −57−1.4% | Reduced |
| Cable Hill Partners, LLC | 4,033 | $1.73M | 0.41% | +504+14.3% | Added |
| Triangle Securities Wealth Management | 4,030 | $1.73M | 0.58% | −213−5.0% | Reduced |
| Claret Asset Management Corp | 4,028 | $1.72M | 0.28% | +29+0.7% | Added |
| Sheets Smith Wealth Management | 4,026 | $1.72M | 0.23% | −21−0.5% | Reduced |
| Arcus Capital Partners, LLC | 4,022 | $1.72M | 0.80% | +213+5.6% | Added |
| KFA Private Wealth Group, LLC | 4,014 | $1.72M | 0.94% | −417−9.4% | Reduced |
| Cary Street Partners Asset Management LLC | 4,014 | $1.72M | 0.41% | −300−7.0% | Reduced |
| Golden State Equity Partners | 4,005 | $1.71M | 0.67% | +4,005 | New |
| Selway Asset Management | 4,000 | $1.71M | 0.92% | −70−1.7% | Reduced |
| Adams Wealth Management | 4,000 | $1.71M | 0.73% | +4,000 | New |
| Patriot Financial Group Insurance Agency, LLC | 3,995 | $1.71M | 0.31% | +203+5.4% | Added |
| Beaumont Financial Partners, LLC | 3,988 | $1.71M | 0.13% | +272+7.3% | Added |
| SkyView Investment Advisors, LLC | 4,292 | $1.70M | 0.79% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 3,968 | $1.70M | 0.19% | +706+21.6% | Added |
| Sanford Advisory Services, LLC | 3,967 | $1.70M | 0.44% | +68+1.7% | Added |
| EWG Elevate Inc. | 3,941 | $1.70M | 0.66% | +339+9.4% | Added |
| Northstar Group, Inc. | 3,956 | $1.69M | 0.44% | 00.0% | Unchanged |
| Coastline Trust Co | 3,943 | $1.69M | 0.21% | +18+0.5% | Added |
| Wall Street Access Asset Management, LLC | 3,940 | $1.69M | 0.95% | +547+16.1% | Added |
| Stoneridge Investment Partners LLC | 3,935 | $1.68M | 0.82% | +24+0.6% | Added |
| Cambridge Advisors Inc. | 3,915 | $1.68M | 0.41% | 00.0% | Unchanged |
| Doliver Advisors, LP | 3,909 | $1.67M | 0.56% | −3,715−48.7% | Reduced |
| Headinvest, LLC | 3,906 | $1.67M | 0.32% | −17−0.4% | Reduced |
| JSF Financial, LLC | 3,894 | $1.67M | 0.98% | −9−0.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 3,880 | $1.66M | 0.49% | −380−8.9% | Reduced |
| Roffman Miller Associates Inc | 3,879 | $1.66M | 0.13% | −183−4.5% | Reduced |
| Brand Asset Management Group, Inc. | 3,879 | $1.66M | 0.81% | +120+3.2% | Added |
| Michael B. Yongue | 3,875 | $1.66M | 1.21% | 00.0% | Unchanged |
| Banta Asset Management LP | 3,872 | $1.66M | 1.28% | −140−3.5% | Reduced |
| Radnor Financial Advisors, LLC | 3,849 | $1.65M | 0.59% | +8+0.2% | Added |
| First Commonwealth Financial Corp | 3,847 | $1.65M | 0.58% | −60−1.5% | Reduced |
| Sculati Wealth Management, LLC | 3,842 | $1.65M | 0.87% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 3,838 | $1.64M | 0.76% | +454+13.4% | Added |
| Octavia Wealth Advisors, LLC | 3,821 | $1.64M | 0.43% | −790−17.1% | Reduced |
| Stillwater Investment Management, LLC | 3,828 | $1.64M | 0.44% | +121+3.3% | Added |
| Column Capital Advisors, LLC | 3,826 | $1.64M | 0.34% | +10.0% | Added |
| Philadelphia Trust Co | 3,810 | $1.63M | 0.11% | −12−0.3% | Reduced |
| Penbrook Management LLC | 3,797 | $1.63M | 1.02% | −400−9.5% | Reduced |
| Marcum Wealth, LLC | 3,790 | $1.62M | 0.26% | −690−15.4% | Reduced |
| Traynor Capital Management, Inc. | 3,741 | $1.62M | 0.23% | +295+8.6% | Added |
| Renaissance Investment Group LLC | 3,775 | $1.62M | 0.41% | −108−2.8% | Reduced |
| Prudential PLC | 3,750 | $1.60M | 0.01% | +320+9.3% | Added |
| EPG Wealth Management LLC | 3,747 | $1.60M | 0.68% | +511+15.8% | Added |
| Wagner Wealth Management, LLC | 3,746 | $1.60M | 1.15% | +241+6.9% | Added |
| River Wealth Advisors LLC | 3,721 | $1.59M | 0.28% | +59+1.6% | Added |
| Parsons Capital Management Inc | 3,718 | $1.59M | 0.12% | +12+0.3% | Added |
| Scharf Investments, LLC | 3,712 | $1.59M | 0.05% | −14,693−79.8% | Reduced |
| Bank of Nova Scotia Trust Co | 3,710 | $1.59M | 0.14% | 00.0% | Unchanged |
| Courage Capital Management LLC | 3,700 | $1.58M | 0.95% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 3,683 | $1.58M | 0.87% | +65+1.8% | Added |
| GW Henssler & Associates Ltd | 3,690 | $1.58M | 0.10% | +383+11.6% | Added |
| Edgar Lomax Co | 3,685 | $1.58M | 0.10% | −2,449−39.9% | Reduced |
| BTR Capital Management Inc | 3,683 | $1.58M | 0.20% | +550+17.6% | Added |
| Sugarloaf Wealth Management, LLC | 3,677 | $1.57M | 0.43% | −577−13.6% | Reduced |
| Ironwood Financial, llc | 3,673 | $1.57M | 0.47% | +5+0.1% | Added |
| Ayrshire Capital Management LLC | 3,659 | $1.57M | 0.88% | −110−2.9% | Reduced |
| Janney Capital Management LLC | 3,627 | $1.55M | 0.10% | −8,400−69.8% | Reduced |
| Palladium Partners LLC | 3,629 | $1.55M | 0.07% | +41+1.1% | Added |
| Novak Financial Planning, LLC | 3,600 | $1.54M | 0.75% | +4+0.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,599 | $1.54M | 0.42% | +469+15.0% | Added |
| Amussen Hunsaker Associates LLC | 3,600 | $1.54M | 0.44% | −153−4.1% | Reduced |
| AMP Capital Investors Ltd | 3,592 | $1.53M | 0.01% | +1,992+124.5% | Added |
| Bangor Savings Bank | 3,582 | $1.53M | 0.17% | +64+1.8% | Added |
| Sensible Financial Planning & Management, LLC. | 3,580 | $1.53M | 0.52% | +331+10.2% | Added |
| J.P. Marvel Investment Advisors, LLC | 3,576 | $1.53M | 0.33% | 00.0% | Unchanged |
| Clear Perspective Advisors, LLC | 3,574 | $1.53M | 0.53% | −57−1.6% | Reduced |
| Northside Capital Management, LLC | 3,573 | $1.53M | 0.38% | 00.0% | Unchanged |
| Southern Wealth Management, LLP | 3,440 | $1.52M | 0.44% | +160+4.9% | Added |
| Aaron Wealth Advisors | 3,554 | $1.52M | 0.50% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 3,551 | $1.52M | 0.84% | −597−14.4% | Reduced |