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 |
|---|---|---|---|---|---|
| Voya Financial Advisors, Inc. | 737 | $315.0K | 0.04% | −21,688−96.7% | Reduced |
| Princeton Global Asset Management LLC | 734 | $314.0K | 0.10% | −9−1.2% | Reduced |
| Aptus Capital Advisors, LLC | 833 | $312.0K | 0.01% | +276+49.6% | Added |
| Boltwood Capital Management | 726 | $311.0K | 0.13% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 725 | $310.0K | 0.10% | −3−0.4% | Reduced |
| Azimuth Capital Management LLC | 725 | $310.0K | 0.01% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 721 | $309.0K | 0.17% | −1,015−58.5% | Reduced |
| Camden National Bank | 721 | $309.0K | 0.06% | −370−33.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 722 | $309.0K | 0.13% | −52−6.7% | Reduced |
| Whitener Capital Management, Inc. | 718 | $307.0K | 0.12% | −65−8.3% | Reduced |
| Better Money Decisions, LLC | 717 | $307.0K | 0.27% | +717 | New |
| Moseley Investment Management Inc | 711 | $304.0K | 0.15% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 708 | $303.0K | 0.05% | −379−34.9% | Reduced |
| Roman Butler Fullerton & Co | 707 | $303.0K | 0.15% | +1+0.1% | Added |
| R. W. Roge & Company, Inc. | 693 | $303.0K | 0.19% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 709 | $303.0K | 0.14% | +23+3.4% | Added |
| Miramar Capital, LLC | 686 | $303.0K | 0.12% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 704 | $301.0K | 0.11% | +704 | New |
| Bridgecreek Investment Management, LLC | 700 | $300.0K | 0.04% | +20+2.9% | Added |
| Insight Wealth Partners, LLC | 698 | $299.0K | 0.19% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 697 | $298.0K | 0.17% | 00.0% | Unchanged |
| FC Advisory LLC | 693 | $297.0K | 0.13% | 00.0% | Unchanged |
| Foster & Motley Inc | 692 | $296.0K | 0.02% | 00.0% | Unchanged |
| Somerset Trust Co | 692 | $296.0K | 0.12% | +692 | New |
| Mayfair Advisory Group, LLC | 689 | $295.0K | 0.47% | −12−1.7% | Reduced |
| Capital Research Global Investors | 685 | $293.0K | 0.00% | −314−31.4% | Reduced |
| First Financial Corp | 685 | $293.0K | 0.19% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 685 | $293.0K | 0.14% | +1+0.1% | Added |
| Elmwood Wealth Management, Inc. | 684 | $293.0K | 0.15% | 00.0% | Unchanged |
| Oakwood Capital Management LLC | 685 | $293.0K | 0.08% | +70+11.4% | Added |
| Echo Wealth Management, LLC | 677 | $292.0K | 0.37% | −63−8.5% | Reduced |
| Harbour Investment Management LLC | 682 | $292.0K | 0.15% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 681 | $292.0K | 0.18% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 660 | $291.0K | 0.14% | +4+0.6% | Added |
| Arbor Investment Advisors, LLC | 675 | $289.0K | 0.06% | −12−1.7% | Reduced |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 672 | $288.0K | 0.15% | −569−45.9% | Reduced |
| Wealth Management Associates, Inc. | 667 | $285.5K | 0.16% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 666 | $285.0K | 0.06% | −141−17.5% | Reduced |
| Quest Investment Management LLC | 666 | $285.0K | 0.03% | 00.0% | Unchanged |
| Stableford Capital II LLC | 665 | $285.0K | 0.14% | +4+0.6% | Added |
| Oak Family Advisors, LLC | 662 | $283.0K | 0.17% | +318+92.4% | Added |
| Blackhill Capital Inc | 658 | $282.0K | 0.03% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 634 | $281.0K | 0.17% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 655 | $280.0K | 0.20% | +1+0.2% | Added |
| Security National Bank of Sioux City Iowa | 653 | $280.0K | 0.22% | +123+23.2% | Added |
| Secure Asset Management, LLC | 652 | $279.0K | 0.14% | −2−0.3% | Reduced |
| Financial Life Advisors | 650 | $278.0K | 0.12% | 00.0% | Unchanged |
| Mma Asset Management LLC | 646 | $277.0K | 0.21% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 645 | $276.0K | 0.03% | −10−1.5% | Reduced |
| Red Door Wealth Management, LLC | 642 | $274.0K | 0.11% | −1,844−74.2% | Reduced |
| Provident Wealth Management, LLC | 639 | $274.0K | 0.23% | −39−5.8% | Reduced |
| 180 Wealth Advisors, LLC | 617 | $273.0K | 0.06% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 638 | $273.0K | 0.05% | −4−0.6% | Reduced |
| Cutler Investment Counsel LLC | 636 | $272.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Kansas | 632 | $271.0K | 0.15% | +21+3.4% | Added |
| American Money Management, LLC | 630 | $270.0K | 0.09% | −50−7.4% | Reduced |
| Andesa Financial Management Inc. | 625 | $269.0K | 0.08% | +66+11.8% | Added |
| Baldrige Asset Management LLC | 627 | $268.0K | 0.12% | −24−3.7% | Reduced |
| Wolf Group Capital Advisors | 625 | $268.0K | 0.14% | 00.0% | Unchanged |
| RDA Financial Network | 623 | $267.0K | 0.12% | +14+2.3% | Added |
| FWL Investment Management, LLC | 622 | $266.0K | 0.16% | −107−14.7% | Reduced |
| Fullen Financial Group | 621 | $266.0K | 0.16% | −17−2.7% | Reduced |
| WP Advisors, LLC | 621 | $266.0K | 0.11% | +2+0.3% | Added |
| Freed Investment Group | 622 | $266.0K | 0.21% | +12+2.0% | Added |
| Plimoth Trust Co LLC | 615 | $264.0K | 0.07% | +30+5.1% | Added |
| Greenwood Capital Associates LLC | 615 | $263.0K | 0.04% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 615 | $263.0K | 0.10% | +6+1.0% | Added |
| Chilton Investment Co LLC | 611 | $262.0K | 0.01% | +611 | New |
| Investidor Profissional Gestao de Recursos Ltda. | 611 | $262.0K | 0.07% | +611 | New |
| Cannon Financial Strategists, Inc. | 611 | $261.5K | 0.10% | +611 | New |
| Douglass Winthrop Advisors, LLC | 609 | $261.0K | 0.01% | −1−0.2% | Reduced |
| Rowland & Co Investment Counsel | 606 | $259.4K | 0.06% | −10−1.6% | Reduced |
| Knightsbridge Asset Management, LLC | 599 | $256.0K | 0.10% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 592 | $253.0K | 0.06% | 00.0% | Unchanged |
| Assetmark, Inc | 590 | $252.0K | 0.00% | −3,614−86.0% | Reduced |
| Capital Wealth Alliance, LLC | 594 | $252.0K | 0.16% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 587 | $251.0K | 0.15% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 585 | $250.0K | 0.08% | −650−52.6% | Reduced |
| 3D/L Capital Management, LLC | 584 | $250.0K | 0.06% | −484−45.3% | Reduced |
| Costello Asset Management, INC | 584 | $250.0K | 0.16% | +49+9.2% | Added |
| Addenda Capital Inc. | 555 | $249.0K | 0.01% | −5,450−90.8% | Reduced |
| Paragon Capital Management LLC | 576 | $247.0K | 0.12% | +1+0.2% | Added |
| North Point Portfolio Managers Corp | 577 | $247.0K | 0.03% | 00.0% | Unchanged |
| Brown Financial Advisory | 576 | $247.0K | 0.21% | 00.0% | Unchanged |
| Brookmont Capital Management | 575 | $246.0K | 0.15% | −15−2.5% | Reduced |
| KC Investment Advisors, LLC | 575 | $246.0K | 0.20% | −10−1.7% | Reduced |
| Private Capital Advisors, Inc. | 573 | $245.0K | 0.04% | 00.0% | Unchanged |
| NexWave Capital Partners LLC | 573 | $245.0K | 0.47% | +1+0.2% | Added |
| Renaissance Group LLC | 570 | $244.0K | 0.01% | −72−11.2% | Reduced |
| Peak Financial Management, Inc. | 567 | $243.0K | 0.08% | −32−5.3% | Reduced |
| Barington Capital Group, L.P. | 150,000 | $242.0K | 0.23% | +150,000 | New |
| Gries Financial LLC | 548 | $241.0K | 0.08% | −650−54.3% | Reduced |
| Mendel Money Management | 562 | $241.0K | 0.15% | −95−14.5% | Reduced |
| Southland Equity Partners LLC | 562 | $240.6K | 0.11% | −739−56.8% | Reduced |
| Pachira Investments Inc. | 561 | $240.0K | 0.17% | +561 | New |
| SJA Financial Advisory, LLC | 558 | $239.0K | 0.18% | +2+0.4% | Added |
| WestEnd Advisors, LLC | – | $238.9K | 0.01% | – | – |
| D. Scott Neal, Inc. | 557 | $238.0K | 0.11% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 556 | $238.0K | 0.15% | 00.0% | Unchanged |
| TRH Financial, LLC | 556 | $238.0K | 0.10% | +556 | New |