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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 1,231 | $527.0K | 0.29% | −2,817−69.6% | Reduced |
| Braun-Bostich & Associates Inc. | 1,231 | $527.0K | 0.96% | −104−7.8% | Reduced |
| Goepper Burkhardt LLC | 1,230 | $527.0K | 0.33% | 00.0% | Unchanged |
| Day & Ennis, LLC | 1,226 | $525.0K | 0.18% | −28−2.2% | Reduced |
| Capital Financial Planning, LLC | 1,223 | $524.0K | 0.20% | +6+0.5% | Added |
| Morse Asset Management, Inc | 1,216 | $521.0K | 0.13% | −106−8.0% | Reduced |
| Cornerstone Capital, Inc. | 1,218 | $521.0K | 0.06% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 1,218 | $521.0K | 0.40% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,215 | $520.0K | 0.20% | −38−3.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,213 | $519.0K | 0.08% | +14+1.2% | Added |
| NovaPoint Capital, LLC | 1,206 | $516.0K | 0.21% | −159−11.6% | Reduced |
| Pictet Asset Management Ltd | 1,200 | $514.0K | 0.00% | −1,580−56.8% | Reduced |
| Investment Management of Virginia LLC | 1,201 | $514.0K | 0.10% | +48+4.2% | Added |
| Vigilant Capital Management, LLC | 1,198 | $513.0K | 0.04% | −112−8.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,197 | $512.0K | 0.12% | −1−0.1% | Reduced |
| Cox Capital Mgt LLC | 1,197 | $512.0K | 0.34% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 1,191 | $510.0K | 0.09% | −509−29.9% | Reduced |
| Sadoff Investment Management LLC | 1,190 | $509.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 1,187 | $508.0K | 0.17% | −18−1.5% | Reduced |
| HT Partners LLC | 1,185 | $507.0K | 0.16% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 1,134 | $506.0K | 0.06% | +232+25.7% | Added |
| Financial Management Professionals, Inc. | 1,179 | $505.0K | 0.13% | +296+33.5% | Added |
| Pinkerton Retirement Specialists, LLC | 1,175 | $503.0K | 0.10% | −1−0.1% | Reduced |
| Reston Wealth Management LLC | 1,167 | $500.0K | 0.25% | +3+0.3% | Added |
| FSA Wealth Management LLC | 1,160 | $497.0K | 0.31% | +1+0.1% | Added |
| Valley Forge Investment Consultants Inc Adv | 1,157 | $495.0K | 0.27% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 1,155 | $494.0K | 0.27% | +330+40.0% | Added |
| Financial Management Concepts Corp | 1,124 | $493.0K | 0.40% | −141−11.1% | Reduced |
| Columbia Trust Co 01012016 | 1,150 | $492.0K | 0.28% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 1,147 | $491.0K | 0.33% | +1,147 | New |
| Sawgrass Asset Management LLC | 1,142 | $489.0K | 0.04% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 1,141 | $488.0K | 0.16% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,140 | $488.0K | 0.29% | +78+7.3% | Added |
| Tanglewood Wealth Management, Inc. | 1,139 | $488.0K | 0.09% | +333+41.3% | Added |
| Gibson Capital, LLC | 1,140 | $487.0K | 0.13% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 1,107 | $486.0K | 0.11% | −26−2.3% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 1,132 | $485.0K | 0.36% | −50−4.2% | Reduced |
| Abbot Financial Management, Inc. | 1,132 | $485.0K | 0.21% | 00.0% | Unchanged |
| Interactive Financial Advisors | 1,129 | $483.0K | 0.20% | −309−21.5% | Reduced |
| jvl associates llc | 1,129 | $483.0K | 0.33% | −75−6.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,128 | $483.0K | 0.06% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 1,129 | $483.0K | 0.34% | +2+0.2% | Added |
| Court Place Advisors, LLC | 1,127 | $483.0K | 0.14% | 00.0% | Unchanged |
| First Personal Financial Services | 1,125 | $482.0K | 0.12% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 1,120 | $479.0K | 0.32% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,116 | $478.0K | 0.29% | −114−9.3% | Reduced |
| Accurate Wealth Management, LLC | 1,116 | $478.0K | 0.42% | +1,116 | New |
| AAFCPAs Wealth Management, LLC | 1,114 | $476.7K | 0.37% | +2+0.2% | Added |
| Mirador Capital Partners LP | 1,112 | $476.0K | 0.11% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,112 | $476.0K | 0.11% | 00.0% | Unchanged |
| Bluestem Financial Advisors, LLC | 1,113 | $476.0K | 0.32% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 1,110 | $475.0K | 0.41% | −74−6.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 1,100 | $471.0K | 0.40% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,097 | $470.0K | 0.03% | −12−1.1% | Reduced |
| Monarch Capital Management Inc | 1,097 | $470.0K | 0.13% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,097 | $470.0K | 0.16% | +6+0.5% | Added |
| WealthTrust Asset Management, LLC | 1,098 | $470.0K | 0.41% | +1,098 | New |
| C M Bidwell & Associates Ltd | 1,093 | $468.0K | 0.31% | 00.0% | Unchanged |
| KCS Wealth Advisory | 1,091 | $467.0K | 0.22% | +18+1.7% | Added |
| UMA Financial Services, Inc. | 1,071 | $466.0K | 0.13% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 1,086 | $465.0K | 0.21% | −26−2.3% | Reduced |
| Westside Investment Management, Inc. | 1,088 | $465.0K | 0.01% | −284−20.7% | Reduced |
| Eagle Ridge Investment Management | 1,083 | $464.0K | 0.05% | −78−6.7% | Reduced |
| Opus Capital Group, LLC | 1,083 | $464.0K | 0.11% | +254+30.6% | Added |
| Greenwood Gearhart Inc | 1,077 | $461.0K | 0.07% | −10−0.9% | Reduced |
| Sentinel Pension Advisors Inc | 1,077 | $461.0K | 0.16% | +3+0.3% | Added |
| Cranbrook Wealth Management, LLC | 1,076 | $461.0K | 0.11% | +19+1.8% | Added |
| AF Advisors, Inc. | 1,075 | $460.0K | 0.23% | +1,075 | New |
| Heartwood Wealth Advisors LLC | 1,073 | $459.0K | 0.07% | −5−0.5% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 1,070 | $458.0K | 0.28% | +2+0.2% | Added |
| TD Capital Management LLC | 1,067 | $457.0K | 0.06% | +685+179.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,065 | $456.0K | 0.07% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,066 | $456.0K | 0.11% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,065 | $456.0K | 0.04% | +1,065 | New |
| Columbus Macro, LLC | 1,059 | $453.0K | 0.14% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 1,034 | $453.0K | 0.27% | +284+37.9% | Added |
| Brightworth | 1,055 | $452.0K | 0.04% | +1+0.1% | Added |
| KWMG, LLC | 1,046 | $451.0K | 0.07% | −35−3.2% | Reduced |
| Cahill Financial Advisors Inc | 1,053 | $451.0K | 0.10% | +2+0.2% | Added |
| Waypoint Wealth Partners Inc. | 1,042 | $446.0K | 0.17% | −16−1.5% | Reduced |
| Private Capital Management LLC | 1,041 | $446.0K | 0.20% | +86+9.0% | Added |
| Eastover Investment Advisors LLC | 1,042 | $446.0K | 0.29% | +481+85.7% | Added |
| Gleason Group, Inc. | 1,038 | $445.0K | 0.16% | −4−0.4% | Reduced |
| Alaethes Wealth LLC | 1,040 | $445.0K | 0.34% | +23+2.3% | Added |
| GHP Investment Advisors, Inc. | 1,037 | $444.0K | 0.04% | +158+18.0% | Added |
| Solstein Capital, LLC | 1,038 | $444.0K | 0.55% | +548+111.8% | Added |
| TPG Financial Advisors, LLC | 1,029 | $440.0K | 0.31% | −140−12.0% | Reduced |
| Heritage Investors Management Corp | 1,029 | $440.0K | 0.02% | −70−6.4% | Reduced |
| Axiom Investment Management LLC | 1,025 | $439.0K | 0.34% | 00.0% | Unchanged |
| Coe Capital Management, LLC | 1,018 | $436.0K | 0.41% | −190−15.7% | Reduced |
| Addison Advisors LLC | 1,017 | $435.0K | 0.35% | +1,017 | New |
| Compass Capital Management, Inc | 1,010 | $432.0K | 0.03% | −45−4.3% | Reduced |
| Orgel Wealth Management, LLC | 1,003 | $429.0K | 0.05% | +31+3.2% | Added |
| Banco de Sabadell, S.A | 999 | $428.0K | 0.28% | −7,619−88.4% | Reduced |
| Palisade Capital Management LLC | 1,000 | $428.0K | 0.01% | 00.0% | Unchanged |
| Capital Management Corp | 1,000 | $428.0K | 0.09% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 999 | $428.0K | 0.20% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,000 | $428.0K | 0.40% | +1,000 | New |
| Terra Nova Asset Management LLC | 994 | $426.0K | 0.37% | −23−2.3% | Reduced |
| Wellington Shields Capital Management, LLC | 992 | $425.0K | 0.05% | −100−9.2% | Reduced |