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 |
|---|---|---|---|---|---|
| Wafra Inc. | 63,156 | $27.0M | 1.01% | −1,917−2.9% | Reduced |
| Wechter Feldman Wealth Management, Inc. | 62,894 | $26.9M | 18.84% | +627+1.0% | Added |
| Dumont & Blake Investment Advisors LLC | 62,710 | $26.8M | 7.64% | −368−0.6% | Reduced |
| Abbrea Capital, LLC | 62,369 | $26.8M | 4.02% | +309+0.5% | Added |
| Wind River Trust Co | 62,560 | $26.8M | 9.75% | −750−1.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 62,211 | $26.6M | 0.64% | +2,647+4.4% | Added |
| Laurel Wealth Advisors, Inc. | 62,199 | $26.6M | 3.45% | −723−1.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 62,115 | $26.6M | 11.68% | −599−1.0% | Reduced |
| Goelzer Investment Management, Inc. | 62,084 | $26.6M | 2.21% | −337−0.5% | Reduced |
| Pictet & Cie (Europe) SA | 62,071 | $26.6M | 0.93% | +18,382+42.1% | Added |
| Chesley Taft & Associates LLC | 61,764 | $26.4M | 1.52% | −1,452−2.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 60,758 | $26.0M | 0.24% | 00.0% | Unchanged |
| First Nebraska Trust Co | 60,645 | $26.0M | 3.38% | +1,155+1.9% | Added |
| Prospera Financial Services Inc | 60,499 | $25.9M | 1.30% | +9,513+18.7% | Added |
| Summit Financial, LLC | 59,725 | $25.6M | 2.54% | +57,552+2,648.5% | Added |
| Meristem Family Wealth, LLC | 59,896 | $25.6M | 4.04% | +1,356+2.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 41,243 | $25.6M | 0.64% | −7,957−16.2% | Reduced |
| Cypress Capital, LLC | 59,807 | $25.6M | 25.01% | −61−0.1% | Reduced |
| BigSur Wealth Management LLC | 59,344 | $25.5M | 11.50% | −900−1.5% | Reduced |
| Perigon Wealth Management, LLC | 59,471 | $25.5M | 2.27% | +208+0.4% | Added |
| KBC Group NV | 59,405 | $25.4M | 0.09% | −39,608−40.0% | Reduced |
| New England Investment & Retirement Group, Inc. | 59,392 | $25.4M | 5.52% | +5,607+10.4% | Added |
| Bank of the West | 59,095 | $25.3M | 2.58% | −17,687−23.0% | Reduced |
| Washburn Capital Management, Inc. | 59,064 | $25.3M | 16.90% | +1,612+2.8% | Added |
| Natixis Advisors, L.P. | 58,836 | $25.2M | 0.12% | +11,103+23.3% | Added |
| Burt Wealth Advisors | 58,336 | $25.0M | 9.02% | −2,463−4.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 58,276 | $24.9M | 5.57% | +111+0.2% | Added |
| 4Thought Financial Group Inc. | 58,255 | $24.9M | 22.49% | −1,715−2.9% | Reduced |
| Financial Services Advisory Inc | 57,611 | $24.7M | 10.53% | −13,709−19.2% | Reduced |
| Zurich Insurance Group Ltd | 58,500 | $24.4M | 0.30% | +26,719+84.1% | Added |
| Integrated Advisors Network LLC | 56,623 | $24.2M | 1.78% | −15,007−21.0% | Reduced |
| Cubist Systematic Strategies, LLC | 56,582 | $24.2M | 0.27% | +56,433+37,874.5% | Added |
| Beacon Pointe Advisors, LLC | 56,330 | $24.1M | 0.85% | +8,579+18.0% | Added |
| Dynamic Advisor Solutions LLC | 56,168 | $24.0M | 1.91% | +4,796+9.3% | Added |
| Renaissance Technologies LLC | 56,000 | $24.0M | 0.03% | +56,000 | New |
| AXA S.A. | 55,969 | $24.0M | 0.07% | +3,913+7.5% | Added |
| Roth Financial Partners LLC | 55,854 | $23.9M | 18.42% | +2,811+5.3% | Added |
| Lazard Freres Gestion S.A.S. | 66,111 | $23.8M | 0.77% | −538−0.8% | Reduced |
| Usca Ria LLC | 55,503 | $23.8M | 1.44% | +6,205+12.6% | Added |
| Associated Banc-Corp | 55,488 | $23.8M | 0.94% | −5,291−8.7% | Reduced |
| Ziegler Capital Management, LLC | 55,464 | $23.7M | 0.80% | −29,792−34.9% | Reduced |
| V Wealth Advisors LLC | 55,358 | $23.7M | 3.77% | +1,362+2.5% | Added |
| Meridian Wealth Management, LLC | 55,192 | $23.6M | 3.01% | +437+0.8% | Added |
| Farr Miller & Washington LLC | 54,995 | $23.5M | 1.54% | −925−1.7% | Reduced |
| Trust Co of Virginia | 54,978 | $23.5M | 2.57% | +54,978 | New |
| Eagle Capital Management, LLC | 54,853 | $23.5M | 6.64% | −805−1.4% | Reduced |
| Argent Trust Co | 54,782 | $23.4M | 1.54% | +1,676+3.2% | Added |
| BSW Wealth Partners | 54,771 | $23.4M | 6.45% | −830−1.5% | Reduced |
| Swiss Life Asset Management Ltd | 54,700 | $23.4M | 0.31% | +1,500+2.8% | Added |
| Aprio Wealth Management, LLC | 54,509 | $23.3M | 11.04% | +54,509 | New |
| Granby Capital Management, LLC | 54,500 | $23.3M | 16.72% | −25,000−31.4% | Reduced |
| Greenlight Capital Inc | 54,380 | $23.3M | 1.46% | +54,380 | New |
| Oppenheimer & Co Inc | 54,373 | $23.3M | 0.42% | −2,621−4.6% | Reduced |
| Foundations Investment Advisors, LLC | 53,258 | $23.2M | 1.11% | +6,166+13.1% | Added |
| Churchill Management Corp | 53,910 | $23.1M | 0.34% | −3,111−5.5% | Reduced |
| Aspire Private Capital, LLC | 53,833 | $23.0M | 7.39% | +53,124+7,492.8% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 53,221 | $22.8M | 13.75% | +264+0.5% | Added |
| Summit Trail Advisors, LLC | 52,948 | $22.7M | 1.99% | −4,832−8.4% | Reduced |
| Bishop Rock Capital, L.P. | 52,981 | $22.7M | 6.98% | −321−0.6% | Reduced |
| King Wealth | 52,259 | $22.4M | 4.57% | −302−0.6% | Reduced |
| Credit Agricole S A | 52,113 | $22.3M | 0.74% | +40,343+342.8% | Added |
| Yale University | 51,900 | $22.2M | 7.62% | +44,900+641.4% | Added |
| Farmers Trust Co | 51,602 | $22.1M | 4.89% | −3,098−5.7% | Reduced |
| Enterprise Trust & Investment Co | 51,560 | $22.1M | 9.03% | −4,250−7.6% | Reduced |
| Pictet Bank & Trust Ltd | 51,496 | $22.0M | 12.36% | −8,585−14.3% | Reduced |
| Ironsides Asset Advisors, LLC | 51,168 | $21.9M | 6.52% | 00.0% | Unchanged |
| IFG Advisors, LLC | 51,034 | $21.8M | 10.41% | +2,509+5.2% | Added |
| Aperimus Capital, LLC | 50,973 | $21.8M | 35.10% | +8,600+20.3% | Added |
| Raymond James Trust N.A. | 50,645 | $21.7M | 0.72% | −28,875−36.3% | Reduced |
| Atom Investors LP | 50,568 | $21.6M | 4.51% | +3,172+6.7% | Added |
| O'Dell Group, LLC | 50,533 | $21.6M | 6.85% | −2,410−4.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 50,089 | $21.4M | 0.29% | −130−0.3% | Reduced |
| Palisade Asset Management, LLC | 50,084 | $21.4M | 2.52% | −384−0.8% | Reduced |
| Orion Portfolio Solutions, LLC | 50,079 | $21.4M | 0.84% | −876−1.7% | Reduced |
| Fiduciary Trust Co | 50,020 | $21.4M | 0.41% | +3,992+8.7% | Added |
| Signaturefd, LLC | 49,869 | $21.3M | 0.85% | −3,711−6.9% | Reduced |
| Calamos Wealth Management LLC | 49,856 | $21.3M | 1.66% | +3,602+7.8% | Added |
| Altshuler Shaham Ltd | 49,660 | $21.2M | 0.16% | +43,894+761.3% | Added |
| Seeyond | 49,450 | $21.2M | 1.97% | −5,300−9.7% | Reduced |
| Howland Capital Management LLC | 49,286 | $21.1M | 1.09% | +280+0.6% | Added |
| Advisor OS, LLC | 48,911 | $20.9M | 4.34% | +9,326+23.6% | Added |
| Chilton Capital Management LLC | 48,284 | $20.7M | 1.20% | −1,153−2.3% | Reduced |
| Apexium Financial, LP | 47,672 | $20.6M | 12.81% | +9,940+26.3% | Added |
| Spring Creek Investment Management, LLC | 47,844 | $20.5M | 28.14% | −12,000−20.1% | Reduced |
| Public Sector Pension Investment Board | 47,716 | $20.4M | 0.13% | +22,272+87.5% | Added |
| Jarislowsky, Fraser Ltd | 47,704 | $20.4M | 0.10% | +13,407+39.1% | Added |
| Boyd Watterson Asset Management LLC | 47,666 | $20.4M | 8.23% | 00.0% | Unchanged |
| Adirondack Trust Co | 47,619 | $20.4M | 10.28% | −371−0.8% | Reduced |
| VisionPoint Advisory Group, LLC | 47,530 | $20.3M | 9.07% | −17,342−26.7% | Reduced |
| Trinity Financial Advisors LLC | 47,528 | $20.3M | 14.25% | +1,373+3.0% | Added |
| Minot Wealth Management LLC | 46,503 | $20.3M | 4.42% | +29,310+170.5% | Added |
| Cobblestone Capital Advisors LLC | 47,118 | $20.2M | 1.36% | −2,214−4.5% | Reduced |
| Seven Post Investment Office LP | 47,073 | $20.1M | 6.09% | +4,348+10.2% | Added |
| Zacks Investment Management | 46,454 | $19.9M | 0.32% | +5,875+14.5% | Added |
| Roble, Belko & Company, Inc | 46,244 | $19.8M | 4.48% | −1,491−3.1% | Reduced |
| SimpliFi, Inc. | 46,037 | $19.7M | 8.92% | +8,613+23.0% | Added |
| Sepio Capital, LP | 45,876 | $19.6M | 1.64% | +983+2.2% | Added |
| Aft, Forsyth & Sober, LLC | 45,830 | $19.6M | 7.38% | +1,305+2.9% | Added |
| Verdence Capital Advisors LLC | 45,770 | $19.6M | 2.72% | +2,032+4.6% | Added |
| Childress Capital Advisors, LLC | 45,745 | $19.6M | 8.91% | −8,302−15.4% | Reduced |