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 |
|---|---|---|---|---|---|
| Godshalk Welsh Capital Management, Inc. | 1,900 | $827.0K | 0.52% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1,920 | $822.0K | 0.03% | +1,920 | New |
| First Command Bank | 1,915 | $820.0K | 0.09% | −50−2.5% | Reduced |
| First Command Financial Services, Inc. | 1,915 | $820.0K | 0.09% | −50−2.5% | Reduced |
| Titus Wealth Management | 1,909 | $817.0K | 0.44% | −1,271−40.0% | Reduced |
| Monetary Management Group Inc | 1,896 | $812.0K | 0.24% | −113−5.6% | Reduced |
| David Loasby | 1,894 | $811.0K | 0.11% | +445+30.7% | Added |
| Holderness Investments Co | 1,895 | $811.0K | 0.27% | +632+50.0% | Added |
| Northwest Investment Counselors, LLC | 1,891 | $810.0K | 0.22% | −1−0.1% | Reduced |
| IMA Wealth, Inc. | 1,893 | $810.0K | 0.19% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 1,890 | $809.0K | 0.15% | 00.0% | Unchanged |
| Vista Investment Management | 1,890 | $809.0K | 0.48% | 00.0% | Unchanged |
| Security National Bank | 1,889 | $809.0K | 0.21% | +120+6.8% | Added |
| Crescent Capital Consulting, LLC | 1,885 | $806.0K | 0.15% | +1,118+145.8% | Added |
| ARS Wealth Advisors, LLC | 1,877 | $804.0K | 0.14% | +43+2.3% | Added |
| Phocas Financial Corp. | 1,870 | $800.0K | 0.10% | +286+18.1% | Added |
| Autus Asset Management, LLC | 1,864 | $798.0K | 0.09% | +1+0.1% | Added |
| Triasima Portfolio Management inc. | 1,860 | $796.0K | 0.04% | 00.0% | Unchanged |
| Newport Wealth Strategies, Inc. | 1,849 | $791.0K | 0.46% | +28+1.5% | Added |
| Weatherly Asset Management L. P. | 1,846 | $790.0K | 0.10% | +34+1.9% | Added |
| Cypress Asset Management Inc | 1,844 | $789.0K | 0.20% | −227−11.0% | Reduced |
| Woodward Diversified Capital, LLC | 1,844 | $789.0K | 0.45% | −79−4.1% | Reduced |
| Stonebridge Capital Advisors LLC | 1,842 | $788.0K | 0.10% | +29+1.6% | Added |
| Papp L Roy & Associates | 1,837 | $786.0K | 0.10% | 00.0% | Unchanged |
| Aufman Associates Inc | 1,832 | $784.0K | 0.60% | −20−1.1% | Reduced |
| Crossmark Global Holdings, Inc. | 1,828 | $782.0K | 0.02% | −7−0.4% | Reduced |
| Hutchinson Capital Management | 1,828 | $782.0K | 0.19% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 1,827 | $782.0K | 0.11% | +83+4.8% | Added |
| Levy Wealth Management Group, LLC | 1,825 | $781.0K | 0.45% | +3+0.2% | Added |
| Continuum Advisory, LLC | 1,820 | $779.0K | 0.24% | +65+3.7% | Added |
| Sather Financial Group Inc | 1,814 | $777.0K | 0.08% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 1,812 | $776.0K | 0.15% | +274+17.8% | Added |
| AAFMAA Wealth Management & Trust LLC | 1,807 | $774.0K | 0.36% | −59−3.2% | Reduced |
| Clean Yield Group | 1,800 | $771.0K | 0.29% | 00.0% | Unchanged |
| Nkcfo LLC | 1,800 | $771.0K | 0.26% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 1,794 | $768.0K | 0.53% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,794 | $768.0K | 0.18% | +275+18.1% | Added |
| Quantbot Technologies LP | 1,793 | $767.0K | 0.06% | −6,378−78.1% | Reduced |
| Truvvo Partners LLC | 1,783 | $764.0K | 0.52% | +1,032+137.4% | Added |
| Hemenway Trust Co LLC | 1,780 | $762.0K | 0.08% | −130−6.8% | Reduced |
| Turim 21 Investimentos Ltda. | 1,776 | $760.0K | 0.25% | +487+37.8% | Added |
| Probity Advisors, Inc. | 1,772 | $759.0K | 0.16% | −280−13.6% | Reduced |
| Legacy Wealth Planning, LLC | 1,769 | $757.0K | 0.86% | +212+13.6% | Added |
| Retirement Planning Group | 1,756 | $752.0K | 0.09% | +255+17.0% | Added |
| Briaud Financial Planning, Inc | 1,756 | $751.0K | 0.50% | 00.0% | Unchanged |
| Epstein & White Financial LLC | 1,751 | $748.0K | 0.20% | −4−0.2% | Reduced |
| CFO4Life Group, LLC | 1,735 | $743.0K | 0.17% | +81+4.9% | Added |
| StrategIQ Financial Group, LLC | 1,733 | $742.0K | 0.15% | +320+22.6% | Added |
| Trilogy Capital Inc. | 1,696 | $741.0K | 0.05% | −9,960−85.4% | Reduced |
| 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 |
| 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 |
| Cooper Financial Group | 1,717 | $735.0K | 0.15% | −119−6.5% | Reduced |
| McAdam, LLC | 1,662 | $733.0K | 0.08% | +102+6.5% | Added |
| Sym Financial Corp | 1,710 | $732.0K | 0.42% | +1+0.1% | 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 |
| Hexagon Capital Partners LLC | 1,702 | $729.0K | 0.20% | +48+2.9% | Added |
| 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 |
| Checchi Capital Advisers, LLC | 1,698 | $727.0K | 0.09% | −17−1.0% | Reduced |
| Integrated Investment Consultants, LLC | 1,695 | $726.0K | 0.21% | −42−2.4% | Reduced |
| Liberty Capital Management, Inc. | 1,690 | $723.0K | 0.22% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,677 | $718.0K | 0.51% | +803+91.9% | 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 |
| Great Point Wealth Advisors, LLC | 1,672 | $716.0K | 0.25% | +54+3.3% | Added |
| 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 |
| JGP Wealth Management, LLC | 1,660 | $711.0K | 0.15% | −48,115−96.7% | Reduced |
| Advocacy Wealth Management Services, LLC | 1,659 | $710.0K | 0.13% | 00.0% | Unchanged |
| Fca Corp | 1,654 | $708.0K | 0.20% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,634 | $699.0K | 0.17% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,625 | $696.0K | 0.23% | +176+12.1% | Added |
| HYA Advisors, Inc | 1,624 | $695.0K | 0.29% | −316−16.3% | Reduced |
| Independent Investors Inc | 1,611 | $690.0K | 0.17% | 00.0% | Unchanged |
| 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 |
| Wealth Quarterback LLC | 1,596 | $685.0K | 0.42% | +1,596 | New |
| Delta Asset Management LLC | 1,598 | $684.0K | 0.07% | +85+5.6% | Added |
| MA Private Wealth | 1,596 | $683.0K | 0.14% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,594 | $682.0K | 0.50% | −155−8.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,585 | $679.0K | 0.14% | +156+10.9% | Added |
| Dixon Hubard Feinour & Brown Inc | 1,583 | $678.0K | 0.14% | −63−3.8% | 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 |
| SkyOak Wealth, LLC | 1,577 | $675.0K | 0.18% | −60−3.7% | Reduced |
| Investors Asset Management of Georgia Inc | 1,575 | $674.0K | 0.36% | +8+0.5% | Added |
| BFT Financial Group, LLC | 1,571 | $672.0K | 0.13% | −21−1.3% | Reduced |
| CVA Family Office, LLC | 1,569 | $671.0K | 0.19% | +1+0.1% | Added |
| Doheny Asset Management | 1,565 | $670.0K | 0.43% | −25−1.6% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,563 | $669.0K | 0.36% | +46+3.0% | Added |
| 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 |
| Diversified Investment Strategies, LLC | 1,546 | $662.0K | 0.49% | −125−7.5% | Reduced |
| WFA of San Diego, LLC | 1,540 | $659.0K | 0.51% | −50−3.1% | Reduced |
| Wealthstar Advisors, LLC | 1,538 | $658.0K | 0.25% | +1,538 | New |