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 |
|---|---|---|---|---|---|
| Financial Insights, Inc. | 986 | $422.1K | 0.35% | +30+3.1% | Added |
| Bridges Investment Management Inc | 987 | $422.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 987 | $422.0K | 0.15% | +801+430.6% | Added |
| Laurel Wealth Planning LLC | 985 | $422.0K | 0.37% | +838+570.1% | Added |
| Armstrong Henry H Associates Inc | 981 | $420.0K | 0.05% | +155+18.8% | Added |
| IMS Capital Management | 976 | $418.0K | 0.25% | −1,594−62.0% | Reduced |
| Adell Harriman & Carpenter Inc | 976 | $417.8K | 0.04% | −17−1.7% | Reduced |
| WealthTrust Axiom LLC | 975 | $417.0K | 0.13% | −35−3.5% | Reduced |
| Savior LLC | 973 | $417.0K | 0.35% | −9−0.9% | Reduced |
| McRae Capital Management Inc | 972 | $416.0K | 0.10% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 970 | $415.0K | 0.38% | −205,992−99.5% | Reduced |
| Beirne Wealth Consulting Services, LLC | 962 | $413.0K | 0.23% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 963 | $412.0K | 0.04% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 959 | $411.0K | 0.25% | −105−9.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 958 | $410.2K | 0.06% | +7+0.7% | Added |
| Winning Points Advisors, LLC | 958 | $410.0K | 0.31% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 956 | $409.0K | 0.24% | +1+0.1% | Added |
| Opes Wealth Management LLC | 948 | $406.0K | 0.15% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 949 | $406.0K | 0.22% | +167+21.4% | Added |
| Washington Trust Bank | 945 | $405.0K | 0.05% | −28−2.9% | Reduced |
| Cedar Wealth Management, LLC | 945 | $405.0K | 0.18% | 00.0% | Unchanged |
| JFG Wealth Management, LLC | 940 | $402.0K | 0.18% | −1,299−58.0% | Reduced |
| Mattern Wealth Management LLC | 932 | $402.0K | 0.13% | −26−2.7% | Reduced |
| Schwab Charitable Fund | 939 | $402.0K | 0.05% | 00.0% | Unchanged |
| Regal Wealth Group, Inc. | 937 | $401.0K | 0.24% | +3+0.3% | Added |
| Foster Victor Wealth Advisors, LLC | 934 | $400.0K | 0.07% | −8,694−90.3% | Reduced |
| Barings LLC | 929 | $398.0K | 0.01% | +929 | New |
| Fountainhead AM, LLC | 1,002 | $397.0K | 0.21% | 00.0% | Unchanged |
| Key Financial Inc | 906 | $397.0K | 0.22% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 924 | $396.0K | 0.03% | −197−17.6% | Reduced |
| Summit Global Investments | 923 | $395.0K | 0.02% | +395+74.8% | Added |
| Prostatis Group LLC | 922 | $394.5K | 0.27% | −15−1.6% | Reduced |
| Meridian Wealth Partners, LLC | 917 | $393.0K | 0.09% | +22+2.5% | Added |
| KLK Capital Management LLC | 916 | $392.0K | 0.34% | +916 | New |
| Corbenic Partners LLC | 909 | $390.0K | 0.10% | +2+0.2% | Added |
| Grant/GrossMendelsohn, LLC | 904 | $389.0K | 0.33% | +3+0.3% | Added |
| Ballast, Inc. | 910 | $389.0K | 0.16% | +66+7.8% | Added |
| Stonehearth Capital Management, LLC | 905 | $387.0K | 0.19% | −714−44.1% | Reduced |
| SPC Financial, Inc. | 905 | $387.0K | 0.05% | 00.0% | Unchanged |
| Aristides Capital LLC | 901 | $386.0K | 0.30% | +901 | New |
| Martin & Co Inc | 900 | $385.0K | 0.10% | −2,600−74.3% | Reduced |
| AIMZ Investment Advisors, LLC | 900 | $385.0K | 0.17% | +24+2.7% | Added |
| Ade, LLC | 898 | $384.0K | 0.35% | −32−3.4% | Reduced |
| Bluesphere Advisors, LLC | 896 | $384.0K | 0.34% | −12−1.3% | Reduced |
| Sanders Morris Harris LLC | 890 | $381.0K | 0.07% | +170+23.6% | Added |
| Strategic Investment Advisors | 888 | $380.0K | 0.09% | −14−1.6% | Reduced |
| D.B. Root & Company, LLC | 885 | $379.0K | 0.14% | −206−18.9% | Reduced |
| Soros Capital Management LLC | 884 | $378.0K | 0.05% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 881 | $377.0K | 0.16% | 00.0% | Unchanged |
| Horan Securities, Inc. | 881 | $377.0K | 0.27% | +71+8.8% | Added |
| Newbridge Financial Services Group, Inc. | 879 | $376.0K | 0.23% | +316+56.1% | Added |
| Outlook Wealth Advisors, LLC | 872 | $373.0K | 0.12% | +6+0.7% | Added |
| Blue Barn Wealth, LLC | 859 | $368.0K | 0.38% | +859 | New |
| LPWM LLC | 832 | $362.0K | 0.22% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 843 | $361.0K | 0.13% | −95−10.1% | Reduced |
| Dohj, LLC | 840 | $360.0K | 0.19% | 00.0% | Unchanged |
| Red Wave Investments LLC | 839 | $359.0K | 0.13% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 833 | $357.0K | 0.05% | +42+5.3% | Added |
| Parker Investment Management, LLC | 829 | $355.0K | 0.06% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 827 | $354.0K | 0.00% | −5−0.6% | Reduced |
| Kathmere Capital Management, LLC | 821 | $352.0K | 0.07% | −536−39.5% | Reduced |
| Marks Group Wealth Management, Inc | 824 | $352.0K | 0.05% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 793 | $351.0K | 0.14% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 819 | $350.0K | 0.14% | +28+3.5% | Added |
| Affiance Financial, LLC | 816 | $349.0K | 0.15% | 00.0% | Unchanged |
| Principal Financial Group Inc | 816 | $349.0K | 0.00% | +26+3.3% | Added |
| Sandbox Financial Partners, LLC | 809 | $346.0K | 0.26% | −3−0.4% | Reduced |
| Fiduciary Planning LLC | 809 | $346.0K | 0.30% | +2+0.2% | Added |
| Retirement Solution Inc. | 806 | $345.0K | 0.16% | −197−19.6% | Reduced |
| Greytown Advisors Inc. | 800 | $344.0K | 0.17% | −372−31.7% | Reduced |
| Constitution Capital LLC | 803 | $344.0K | 0.21% | +45+5.9% | Added |
| Old Mission Investment Co LLC | 800 | $342.4K | 0.14% | 00.0% | Unchanged |
| Check Capital Management Inc | 800 | $342.0K | 0.03% | 00.0% | Unchanged |
| Bank of Stockton | 800 | $342.0K | 0.10% | 00.0% | Unchanged |
| Bollard Group LLC | 800 | $342.0K | 0.01% | 00.0% | Unchanged |
| Vontobel Swiss Wealth Advisors AG | 815 | $341.0K | 0.18% | −36−4.2% | Reduced |
| Vaughan & Co Securities, Inc. | 795 | $340.0K | 0.25% | +795 | New |
| First Citizens Financial Corp | 791 | $339.0K | 0.26% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 792 | $339.0K | 0.32% | +14+1.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 793 | $339.0K | 0.23% | +360+83.1% | Added |
| Vision Capital Management, Inc. | 790 | $338.0K | 0.06% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 789 | $338.0K | 0.29% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 789 | $337.8K | 0.28% | +789 | New |
| Rezny Wealth Management, Inc. | 785 | $336.0K | 0.12% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 783 | $335.0K | 0.27% | −219−21.9% | Reduced |
| Cornerstone National Bank & Trust Co | 781 | $334.3K | 0.15% | 00.0% | Unchanged |
| Main Street Research LLC | 775 | $332.0K | 0.03% | +82+11.8% | Added |
| Brio Consultants, LLC | 770 | $330.0K | 0.08% | −265−25.6% | Reduced |
| Gables Capital Management Inc. | 770 | $330.0K | 0.23% | +85+12.4% | Added |
| Sage Financial Management Group, Inc. | 766 | $328.0K | 0.30% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 766 | $328.0K | 0.30% | +766 | New |
| Pflug Koory, LLC | 764 | $327.0K | 0.17% | 00.0% | Unchanged |
| Addison Capital Co | 764 | $327.0K | 0.16% | +4+0.5% | Added |
| Roanoke Asset Management Corp | 760 | $325.0K | 0.11% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 758 | $324.0K | 0.23% | −34−4.3% | Reduced |
| MinichMacGregor Wealth Management, LLC | 758 | $324.0K | 0.11% | −3−0.4% | Reduced |
| Heritage Way Advisors, LLC | 757 | $324.0K | 0.13% | +157+26.2% | Added |
| Schoolcraft Capital LLC | 756 | $323.6K | 0.12% | −3−0.4% | Reduced |
| Madden Securities Corp | 746 | $319.0K | 0.17% | +2+0.3% | Added |
| Soundmark Wealth Management, LLC | 741 | $317.0K | 0.13% | −128−14.7% | Reduced |