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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Capital CS Group, LLC | 2,320 | $993.0K | 0.81% | −57−2.4% | Reduced |
| McGuire Investment Group, LLC | 2,309 | $988.0K | 0.19% | −130−5.3% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| Brewin Dolphin Ltd | 2,291 | $980.7K | 0.04% | −1,444−38.7% | Reduced |
| Concentric Wealth Management, LLC | 2,279 | $976.0K | 0.30% | 00.0% | Unchanged |
| Parthenon LLC | 2,272 | $973.0K | 0.15% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 2,271 | $972.0K | 0.28% | −25−1.1% | Reduced |
| Strid Group, LLC | 2,232 | $963.0K | 0.22% | 00.0% | Unchanged |
| 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 |
| Indie Asset Partners, LLC | 2,241 | $959.0K | 0.78% | +20+0.9% | Added |
| 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 |
| 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 |
| Darwin Advisors, LLC | 2,229 | $954.0K | 0.16% | −10.0% | Reduced |
| Lawson Kroeker Investment Management Inc | 2,220 | $950.0K | 0.30% | −200−8.3% | 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 |
| MV Capital Management, Inc. | 2,195 | $940.0K | 0.16% | −10.0% | Reduced |
| High Note Wealth, LLC | 2,193 | $938.0K | 0.34% | 00.0% | Unchanged |
| 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 |
| 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 |
| Northeast Investment Management | 2,181 | $934.0K | 0.05% | −19−0.9% | Reduced |
| Tempus Wealth Planning, LLC | 2,180 | $933.0K | 0.62% | +2,180 | New |
| Academy Capital Management Inc | 2,173 | $930.0K | 0.38% | +2,173 | New |
| Onyx Bridge Wealth Group LLC | 2,154 | $929.0K | 0.40% | +285+15.2% | Added |
| Kavar Capital Partners Group, LLC | 2,165 | $927.0K | 0.22% | −172−7.4% | Reduced |
| 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 |
| ESL Trust Services, LLC | 2,153 | $922.0K | 0.27% | −115−5.1% | Reduced |
| Breiter Capital Management Inc | 2,152 | $921.0K | 0.50% | +2,152 | New |
| Family Capital Trust Co | 2,144 | $918.0K | 0.26% | −30−1.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,142 | $917.0K | 0.59% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 2,089 | $916.0K | 0.14% | −2,707−56.4% | Reduced |
| Facet Wealth, Inc. | 2,137 | $915.0K | 0.13% | −112−5.0% | Reduced |
| Isthmus Partners, LLC | 2,138 | $915.0K | 0.16% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 2,136 | $914.0K | 1.39% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 2,123 | $914.0K | 0.54% | +675+46.6% | Added |
| Karn, Couzens & Associates, Inc. | 2,133 | $913.0K | 0.71% | −10−0.5% | Reduced |
| Courage Miller Partners, LLC | 2,134 | $913.0K | 0.37% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 2,130 | $912.0K | 0.83% | +120+6.0% | Added |
| TriaGen Wealth Management LLC | 2,080 | $912.0K | 0.47% | +143+7.4% | Added |
| Relative Value Partners Group, LLC | 2,120 | $910.0K | 0.07% | −907−30.0% | Reduced |
| Coastal Bridge Advisors, LLC | 2,124 | $909.0K | 0.19% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 2,119 | $907.0K | 0.34% | −23,106−91.6% | Reduced |
| Poplar Forest Capital LLC | 2,112 | $904.0K | 0.09% | −185−8.1% | Reduced |
| Websterrogers Financial Advisors, LLC | 2,128 | $904.0K | 0.22% | +12+0.6% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 2,104 | $901.0K | 0.13% | −65−3.0% | Reduced |
| Umb Bank N A | 2,104 | $901.0K | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,097 | $898.0K | 0.04% | +846+67.6% | Added |
| Rain Capital Management, LLC | 2,092 | $896.0K | 0.68% | +282+15.6% | Added |
| Lantz Financial LLC | 2,091 | $895.0K | 0.46% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 2,083 | $892.0K | 0.50% | −606−22.5% | Reduced |
| MACRO Consulting Group | 2,084 | $892.0K | 0.46% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 2,082 | $891.0K | 0.07% | 00.0% | Unchanged |
| Baker Boyer National Bank | 2,357 | $889.0K | 0.45% | +2,357 | New |
| Powell Investment Advisors, LLC | 2,054 | $882.0K | 0.54% | +2+0.1% | Added |
| Ategra Capital Management, LLC | 2,059 | $881.4K | 0.45% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 2,005 | $880.0K | 0.50% | +159+8.6% | Added |
| FourThought Financial, LLC | 2,055 | $879.0K | 0.12% | −724−26.1% | Reduced |
| Moneda S.A. Administradora General de Fondos | 2,052 | $878.0K | 0.38% | 00.0% | Unchanged |
| Manchester Financial Inc | 2,038 | $872.0K | 0.34% | −2,016−49.7% | Reduced |
| Capital Counsel LLC | 2,030 | $869.0K | 0.04% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 2,029 | $869.0K | 0.38% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,015 | $863.0K | 0.73% | +2,015 | New |
| Stonnington Group, LLC | 1,995 | $860.0K | 0.19% | +495+33.0% | Added |
| Your Advocates Ltd., LLP | 2,005 | $858.0K | 0.56% | −9−0.4% | Reduced |
| Buffington Mohr McNeal | 2,005 | $858.0K | 0.17% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 2,003 | $857.0K | 0.70% | −528−20.9% | Reduced |
| Regency Capital Management Inc. | 2,000 | $856.0K | 0.65% | −349−14.9% | Reduced |
| Howard Hughes Medical Institute | 2,000 | $856.0K | 0.29% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 2,001 | $856.0K | 0.20% | +97+5.1% | Added |
| CNB Bank | 1,995 | $854.0K | 0.53% | 00.0% | Unchanged |
| Altavista Wealth Management, Inc. | 1,992 | $853.0K | 0.19% | +20+1.0% | Added |
| Stillwater Capital Advisors, LLC | 1,981 | $848.0K | 0.14% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 1,980 | $848.0K | 0.32% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 1,980 | $848.0K | 0.22% | +1+0.1% | Added |
| Providence Capital Advisors, LLC | 1,978 | $847.0K | 0.28% | +414+26.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 1,973 | $845.0K | 0.19% | −16−0.8% | Reduced |
| Thomasville National Bank | 1,975 | $845.0K | 0.09% | −31−1.5% | Reduced |
| Little House Capital LLC | 1,963 | $840.0K | 0.45% | +1,963 | New |
| Altus Wealth Management, LLC | 1,953 | $836.0K | 0.54% | +148+8.2% | Added |
| Heritage Wealth Management, LLC | 1,950 | $835.0K | 0.32% | −340−14.8% | Reduced |
| Alpha Omega Wealth Management LLC | 1,951 | $835.0K | 0.14% | +6+0.3% | Added |
| Synergy Financial Management, LLC | 1,945 | $833.0K | 0.22% | +262+15.6% | Added |
| Ullmann Financial Group, Inc. | 1,933 | $827.0K | 0.34% | 00.0% | Unchanged |