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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 93,179 | $39.9M | 7.05% | +18,425+24.6% | Added |
| Rathbone Brothers plc | 92,940 | $39.8M | 0.44% | −7,806−7.7% | Reduced |
| Fulcrum Equity Management | 92,907 | $39.8M | 14.84% | +48,330+108.4% | Added |
| NewEdge Wealth, LLC | 92,895 | $39.8M | 3.04% | −6,191−6.2% | Reduced |
| SNS Financial Group, LLC | 92,583 | $39.6M | 5.19% | −3,620−3.8% | Reduced |
| All Terrain Financial Advisors, LLC | 92,568 | $39.6M | 19.11% | +1,314+1.4% | Added |
| Murphy Capital Management Inc | 92,264 | $39.5M | 4.52% | +20,858+29.2% | Added |
| Activest Wealth Management | 91,974 | $39.4M | 29.59% | +4,195+4.8% | Added |
| IFG Advisory, LLC | 90,349 | $38.7M | 4.31% | +34,322+61.3% | Added |
| Davis R M Inc | 89,023 | $38.1M | 0.96% | +2,483+2.9% | Added |
| Oakhurst Advisors,LLC | 88,921 | $38.1M | 39.58% | +88,921 | New |
| Gotham Asset Management, LLC | 88,779 | $38.0M | 1.61% | +62,135+233.2% | Added |
| Northeast Financial Consultants Inc | 88,693 | $38.0M | 2.56% | +8,433+10.5% | Added |
| Consolidated Investment Group LLC | 88,450 | $37.9M | 6.29% | +18,400+26.3% | Added |
| Graypoint LLC | 88,274 | $37.8M | 5.02% | +2,408+2.8% | Added |
| NewSquare Capital LLC | 87,816 | $37.6M | 4.45% | +2,586+3.0% | Added |
| Simmons Bank | 87,668 | $37.5M | 2.71% | +2,057+2.4% | Added |
| Birinyi Associates Inc | 87,635 | $37.5M | 13.02% | −1,185−1.3% | Reduced |
| Berkeley Capital Partners, LLC | 87,381 | $37.4M | 16.66% | +2,319+2.7% | Added |
| Novare Capital Management LLC | 87,185 | $37.3M | 4.17% | +6,837+8.5% | Added |
| Lutz Financial Services LLC | 86,918 | $37.2M | 4.95% | −246−0.3% | Reduced |
| Legacy Wealth Management, LLC | 86,160 | $36.9M | 20.45% | +903+1.1% | Added |
| Wetherby Asset Management Inc | 85,972 | $36.8M | 2.26% | +34,995+68.6% | Added |
| Edgestream Partners, L.P. | 85,923 | $36.8M | 2.17% | +76,420+804.2% | Added |
| Kovack Advisors, Inc. | 85,491 | $36.6M | 4.17% | +2,453+3.0% | Added |
| Atticus Wealth Management, LLC | 84,969 | $36.4M | 15.84% | +1,556+1.9% | Added |
| D.A. Davidson & Co. | 84,820 | $36.3M | 0.43% | −709−0.8% | Reduced |
| Global Retirement Partners, LLC | 84,706 | $36.3M | 3.71% | +3,930+4.9% | Added |
| Fluent Financial, LLC | 83,736 | $35.8M | 15.38% | +4,567+5.8% | Added |
| Johnson Financial Group, Inc. | 83,626 | $35.8M | 2.34% | −6,700−7.4% | Reduced |
| Brown Brothers Harriman & Co | 83,538 | $35.8M | 0.21% | −84−0.1% | Reduced |
| Crescent Grove Advisors, LLC | 83,195 | $35.7M | 3.76% | +4,853+6.2% | Added |
| Allen Investment Management LLC | 82,756 | $35.4M | 0.48% | +918+1.1% | Added |
| Federation des caisses Desjardins du Quebec | 82,607 | $35.4M | 0.36% | −1,418−1.7% | Reduced |
| Aristotle Capital Management, LLC | 80,982 | $34.7M | 0.07% | −7,592−8.6% | Reduced |
| Bell Bank | 80,860 | $34.6M | 4.57% | −508−0.6% | Reduced |
| Bryn Mawr Trust Co | 79,964 | $34.2M | 1.31% | +1,574+2.0% | Added |
| Bank Hapoalim BM | 79,627 | $34.1M | 3.92% | +4,741+6.3% | Added |
| Kore Private Wealth LLC | 79,432 | $34.0M | 3.82% | +9,555+13.7% | Added |
| Crewe Advisors LLC | 79,254 | $33.9M | 8.42% | −1,211−1.5% | Reduced |
| Capital Wealth Planning, LLC | 79,103 | $33.9M | 0.95% | −30,077−27.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 78,844 | $33.9M | 4.07% | +19,588+33.1% | Added |
| Payden & Rygel | 78,858 | $33.8M | 1.61% | +9,266+13.3% | Added |
| PEAK6 Investments LLC | 78,565 | $33.6M | 0.90% | +78,565 | New |
| Boston Family Office LLC | 77,960 | $33.4M | 2.38% | +488+0.6% | Added |
| Flputnam Investment Management Co | 77,599 | $33.2M | 1.15% | −5,010−6.1% | Reduced |
| Hantz Financial Services, Inc. | 77,196 | $33.0M | 1.21% | −952−1.2% | Reduced |
| Erste Asset Management GmbH | 77,155 | $33.0M | 0.66% | +10,196+15.2% | Added |
| QVR LLC | 76,947 | $32.9M | 83.61% | +76,947 | New |
| Millennium Management LLC | 76,884 | $32.9M | 0.04% | −132,225−63.2% | Reduced |
| Colony Group LLC | 76,818 | $32.9M | 0.65% | −946−1.2% | Reduced |
| Equitable Holdings, Inc. | 76,783 | $32.9M | 0.57% | +527+0.7% | Added |
| Caldwell Trust Co | 76,553 | $32.8M | 4.29% | +3,565+4.9% | Added |
| Eaton Vance Management | 76,068 | $32.6M | 0.04% | −4,991−6.2% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 75,863 | $32.5M | 10.23% | −609−0.8% | Reduced |
| Stelac Advisory Services LLC | 75,517 | $32.3M | 7.38% | −2,431−3.1% | Reduced |
| Old National Bancorp | 75,316 | $32.2M | 1.20% | +6,471+9.4% | Added |
| MTC Wealth Management LLC | 75,199 | $32.2M | 27.73% | +1,602+2.2% | Added |
| American Portfolios Advisors | 73,831 | $31.6M | 1.22% | +2,063+2.9% | Added |
| Frank, Rimerman Advisors LLC | 73,759 | $31.6M | 12.34% | +1,834+2.5% | Added |
| Zeke Capital Advisors, LLC | 73,724 | $31.6M | 1.99% | +5,638+8.3% | Added |
| B. Riley Wealth Management, Inc. | 73,723 | $31.6M | 3.49% | +9,225+14.3% | Added |
| CPWM, LLC | 73,447 | $31.4M | 2.36% | −2,588−3.4% | Reduced |
| Belpointe Asset Management LLC | 73,331 | $31.4M | 2.26% | +19,812+37.0% | Added |
| Vantage Financial Partners Ltd., Inc. | 72,721 | $31.1M | 17.34% | +6,175+9.3% | Added |
| Condor Capital Management | 72,658 | $31.1M | 3.43% | −1,317−1.8% | Reduced |
| J.W. Cole Advisors, Inc. | 72,637 | $31.1M | 2.45% | +8,559+13.4% | Added |
| Stock Yards Bank & Trust Co | 72,452 | $31.0M | 1.97% | −2,550−3.4% | Reduced |
| Keel Point, LLC | 72,196 | $30.9M | 3.69% | +13,227+22.4% | Added |
| Evermay Wealth Management LLC | 72,123 | $30.9M | 5.72% | −1,385−1.9% | Reduced |
| Chicago Partners Investment Group LLC | 69,923 | $30.8M | 2.29% | +6,454+10.2% | Added |
| NorthCoast Asset Management LLC | 71,423 | $30.6M | 1.09% | +25,234+54.6% | Added |
| Amarillo National Bank | 71,152 | $30.5M | 8.74% | −2,422−3.3% | Reduced |
| IMC-Chicago, LLC | 71,116 | $30.4M | 2.47% | +71,116 | New |
| Exchange Traded Concepts, LLC | 70,845 | $30.3M | 0.96% | −5,935−7.7% | Reduced |
| Alexandria Capital, LLC | 70,368 | $30.1M | 2.79% | −711−1.0% | Reduced |
| Wealthcare Advisory Partners LLC | 70,302 | $30.1M | 2.01% | +530+0.8% | Added |
| Choate Investment Advisors | 70,041 | $30.0M | 1.82% | −2,778−3.8% | Reduced |
| First Financial Bank - Trust Division | 69,773 | $29.9M | 3.26% | −2,748−3.8% | Reduced |
| ARS Investment Partners, LLC | 69,041 | $29.6M | 3.01% | +87+0.1% | Added |
| Pinebridge Investments, L.P. | 68,618 | $29.4M | 0.34% | −7,456−9.8% | Reduced |
| Pegasus Partners Ltd. | 68,534 | $29.3M | 5.71% | +146+0.2% | Added |
| NTV Asset Management LLC | 68,223 | $29.2M | 5.16% | +93+0.1% | Added |
| Exencial Wealth Advisors, LLC | 68,049 | $29.1M | 1.57% | +21,418+45.9% | Added |
| Carroll Financial Associates, Inc. | 68,021 | $29.1M | 1.65% | +1,235+1.8% | Added |
| Aj Wealth Strategies, LLC | 67,388 | $28.8M | 1.72% | +9,769+17.0% | Added |
| Waldron Private Wealth LLC | 67,340 | $28.8M | 1.84% | +2,023+3.1% | Added |
| Aspiriant, LLC | 67,142 | $28.7M | 1.62% | +297+0.4% | Added |
| RSM US Wealth Management LLC | 67,067 | $28.7M | 1.55% | +281+0.4% | Added |
| Governors Lane LP | 66,735 | $28.6M | 2.15% | +53,879+419.1% | Added |
| Wealth Advisory Solutions, LLC | 65,722 | $28.1M | 6.68% | +245+0.4% | Added |
| Polar Asset Management Partners Inc. | 65,683 | $28.1M | 0.35% | +64,173+4,249.9% | Added |
| Hall Kathryn A. | 65,580 | $28.1M | 8.92% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 65,418 | $28.0M | 2.18% | +1,121+1.7% | Added |
| Arthur M. Cohen & Associates, LLC | 64,550 | $27.6M | 5.66% | +119+0.2% | Added |
| Wealthgate Family Office, LLC | 64,269 | $27.5M | 54.23% | −5,239−7.5% | Reduced |
| North Star Investment Management Corp. | 64,107 | $27.4M | 2.18% | +1,679+2.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 64,026 | $27.4M | 0.29% | +11,637+22.2% | Added |
| Adviser Investments LLC | 63,294 | $27.1M | 2.02% | −728−1.1% | Reduced |
| Steel Peak Wealth Management LLC | 63,212 | $27.1M | 1.96% | −3,188−4.8% | Reduced |