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 |
|---|---|---|---|---|---|
| Proficio Capital Partners LLC | 27,627 | $11.8M | 1.44% | 00.0% | Unchanged |
| Triumph Capital Management | 27,080 | $11.8M | 6.92% | +27,080 | New |
| Mutual Advisors, LLC | 27,595 | $11.8M | 0.70% | +7,669+38.5% | Added |
| Blueshift Asset Management, LLC | 27,540 | $11.8M | 0.65% | +26,260+2,051.6% | Added |
| Citizens Business Bank | 27,529 | $11.8M | 1.55% | −1,081−3.8% | Reduced |
| TownSquare Capital, LLC | 26,975 | $11.7M | 0.38% | +1,632+6.4% | Added |
| Winfield Associates, Inc. | 27,231 | $11.7M | 4.30% | −87−0.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 27,192 | $11.6M | 2.83% | −437−1.6% | Reduced |
| Newfound Research LLC | 27,159 | $11.6M | 23.04% | −7,141−20.8% | Reduced |
| Freestate Advisors LLC | 301,202 | $11.6M | 13.11% | +301,202 | New |
| Stordahl Capital Management, Inc. | 27,061 | $11.6M | 4.69% | −2,113−7.2% | Reduced |
| Optas, LLC | 26,906 | $11.5M | 3.29% | 00.0% | Unchanged |
| New England Guild Wealth Advisors, Inc. | 26,859 | $11.5M | 6.24% | −369−1.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 26,756 | $11.5M | 2.91% | +1,845+7.4% | Added |
| Savant Capital, LLC | 26,750 | $11.5M | 0.46% | +1,437+5.7% | Added |
| Clarity Wealth Advisors, LLC | 26,699 | $11.4M | 5.93% | +2,077+8.4% | Added |
| Select Asset Management & Trust | 26,599 | $11.4M | 6.47% | −2,694−9.2% | Reduced |
| Brickley Wealth Management | 26,558 | $11.4M | 2.87% | 00.0% | Unchanged |
| Claro Advisors LLC | 26,546 | $11.4M | 5.11% | +994+3.9% | Added |
| Pensionmark Financial Group, LLC | 26,452 | $11.4M | 2.60% | −852−3.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 26,296 | $11.3M | 4.88% | −349−1.3% | Reduced |
| Neumann Capital Management, LLC | 26,470 | $11.3M | 5.09% | +76+0.3% | Added |
| J. W. Coons Advisors, LLC | 26,409 | $11.3M | 4.01% | −310−1.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 26,274 | $11.3M | 0.22% | +1,551+6.3% | Added |
| Montecito Bank & Trust | 26,280 | $11.3M | 2.16% | −1,621−5.8% | Reduced |
| Bartlett & Co. LLC | 26,274 | $11.2M | 0.21% | +1,551+6.3% | Added |
| BDO Wealth Advisors, LLC | 26,252 | $11.2M | 1.24% | +2,370+9.9% | Added |
| Systematic Alpha Investments, LLC | 25,370 | $11.2M | 0.51% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 26,187 | $11.2M | 3.05% | +504+2.0% | Added |
| Wealth Architects, LLC | 26,159 | $11.2M | 2.19% | +263+1.0% | Added |
| Bouchey Financial Group Ltd | 26,067 | $11.2M | 1.78% | −3,942−13.1% | Reduced |
| Prelude Capital Management, LLC | 26,023 | $11.1M | 0.62% | +19,087+275.2% | Added |
| Fiducient Advisors LLC | 25,920 | $11.1M | 3.44% | −1,325−4.9% | Reduced |
| YHB Investment Advisors, Inc. | 25,826 | $11.1M | 0.94% | −305−1.2% | Reduced |
| Sanchez Wealth Management Group | 25,813 | $11.0M | 5.04% | +1,402+5.7% | Added |
| Carolinas Wealth Consulting LLC | 25,713 | $11.0M | 2.43% | −104−0.4% | Reduced |
| Atalanta Sosnoff Capital, LLC | 25,717 | $11.0M | 0.25% | −3,905−13.2% | Reduced |
| Core Alternative Capital | 25,661 | $11.0M | 2.55% | +1,631+6.8% | Added |
| 55I, LLC | 25,599 | $11.0M | 0.39% | +3,323+14.9% | Added |
| Optimum Investment Advisors | 25,581 | $10.9M | 3.42% | +212+0.8% | Added |
| GeoWealth Management, LLC | 25,507 | $10.9M | 1.38% | +1,943+8.2% | Added |
| Bristlecone Advisors, LLC | 25,445 | $10.9M | 1.47% | −207−0.8% | Reduced |
| First Washington CORP | 25,370 | $10.9M | 4.05% | −220−0.9% | Reduced |
| First National Corp | 35,213 | $10.9M | 3.73% | −6,944−16.5% | Reduced |
| SFMG, LLC | 25,252 | $10.8M | 1.20% | +107+0.4% | Added |
| Sowa Financial Group, Inc. | 25,178 | $10.8M | 7.99% | −357−1.4% | Reduced |
| Courier Capital LLC | 25,167 | $10.8M | 1.02% | −300−1.2% | Reduced |
| Compagnie Lombard Odier SCmA | 25,103 | $10.7M | 0.24% | −1,845−6.8% | Reduced |
| Nadler Financial Group, Inc. | 25,004 | $10.7M | 1.75% | −326−1.3% | Reduced |
| Cordant, Inc. | 24,984 | $10.7M | 6.77% | −879−3.4% | Reduced |
| Cigna Investments Inc | 24,910 | $10.7M | 0.76% | −6,500−20.7% | Reduced |
| McLean Asset Management Corp | 24,679 | $10.6M | 4.75% | −543−2.2% | Reduced |
| Evanson Asset Management, LLC | 24,822 | $10.6M | 1.11% | +143+0.6% | Added |
| Private Trust Co NA | 24,795 | $10.6M | 1.61% | −941−3.7% | Reduced |
| Tfo-TDC, LLC | 24,743 | $10.6M | 2.09% | +311+1.3% | Added |
| Patton Fund Management, Inc. | 24,720 | $10.6M | 5.60% | +916+3.8% | Added |
| American Investment Services, Inc. | 24,698 | $10.6M | 2.43% | −160−0.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 24,642 | $10.5M | 0.79% | +317+1.3% | Added |
| Salem Investment Counselors Inc | 24,570 | $10.5M | 0.58% | −584−2.3% | Reduced |
| Cacti Asset Management LLC | 24,600 | $10.5M | 0.87% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 24,511 | $10.5M | 1.11% | −1,071−4.2% | Reduced |
| Centaurus Financial, Inc. | 24,494 | $10.5M | 0.88% | −1,043−4.1% | Reduced |
| Nicolet Bankshares Inc | 24,467 | $10.5M | 2.75% | −80.0% | Reduced |
| Ancora Advisors, LLC | 24,327 | $10.4M | 0.27% | +952+4.1% | Added |
| Brave Asset Management Inc | 24,278 | $10.4M | 3.06% | +1,165+5.0% | Added |
| Planning Alternatives Ltd | 24,155 | $10.3M | 1.69% | −320−1.3% | Reduced |
| Laurel Wealth Advisors LLC | 24,120 | $10.3M | 2.29% | −305−1.2% | Reduced |
| Maryland Capital Management | 24,040 | $10.3M | 0.62% | +27+0.1% | Added |
| Kingsview Wealth Management, LLC | 23,871 | $10.3M | 0.51% | +3,169+15.3% | Added |
| Linscomb & Williams, Inc. | 23,765 | $10.2M | 0.52% | −1,431−5.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 23,765 | $10.2M | 3.29% | −89−0.4% | Reduced |
| Koshinski Asset Management, Inc. | 23,748 | $10.2M | 1.28% | −5,763−19.5% | Reduced |
| Hoese & Co LLP | 23,744 | $10.2M | 11.42% | −1,969−7.7% | Reduced |
| Strategic Blueprint, LLC | 23,742 | $10.2M | 1.61% | +2,091+9.7% | Added |
| Prism Advisors, Inc. | 23,728 | $10.2M | 3.53% | −61−0.3% | Reduced |
| G&S Capital LLC | 23,722 | $10.2M | 5.33% | +2,861+13.7% | Added |
| Elm Advisors, LLC | 23,673 | $10.1M | 5.93% | −630−2.6% | Reduced |
| Tocqueville Asset Management L.P. | 23,620 | $10.1M | 0.15% | −1,517−6.0% | Reduced |
| Qci Asset Management Inc | 23,619 | $10.1M | 0.60% | −1,479−5.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 23,535 | $10.1M | 0.23% | −6,227−20.9% | Reduced |
| Segall Bryant & Hamill, LLC | 23,515 | $10.1M | 0.10% | −690−2.9% | Reduced |
| Golden State Wealth Management, LLC | 23,467 | $10.0M | 2.22% | +2,184+10.3% | Added |
| Bridgeworth, LLC | 23,464 | $10.0M | 2.86% | −825−3.4% | Reduced |
| Salomon & Ludwin, LLC | 23,420 | $10.0M | 1.57% | +1,502+6.9% | Added |
| Mission Wealth Management, LP | 23,384 | $10.0M | 0.53% | +284+1.2% | Added |
| LFA - Lugano Financial Advisors SA | 23,354 | $10.0M | 6.29% | +1,963+9.2% | Added |
| Snowden Capital Advisors LLC | 23,254 | $9.95M | 0.50% | +1,722+8.0% | Added |
| Grimes & Company, Inc. | 23,228 | $9.94M | 0.43% | −610−2.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 23,195 | $9.93M | 4.36% | −176−0.8% | Reduced |
| Legacy Advisors, LLC | 23,184 | $9.92M | 4.03% | +42+0.2% | Added |
| Fieldpoint Private Securities, LLC | 22,418 | $9.92M | 2.17% | +6,701+42.6% | Added |
| Texas Yale Capital Corp. | 22,993 | $9.84M | 0.56% | +282+1.2% | Added |
| O'Shaughnessy Asset Management, LLC | 22,968 | $9.83M | 0.20% | +1,071+4.9% | Added |
| Cohen & Steers, Inc. | 22,932 | $9.82M | 0.02% | −1,366−5.6% | Reduced |
| Arrow Financial Corp | 22,867 | $9.79M | 1.24% | −2,273−9.0% | Reduced |
| GenWealth Group, Inc. | 22,796 | $9.76M | 2.88% | +338+1.5% | Added |
| Alpha Cubed Investments, LLC | 22,679 | $9.71M | 0.70% | −2,064−8.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 22,641 | $9.69M | 3.19% | −223−1.0% | Reduced |
| Covenant Multifamily Offices, LLC | 22,575 | $9.66M | 1.76% | +1,121+5.2% | Added |
| Rothschild Investment Corp | 22,562 | $9.66M | 0.77% | +974+4.5% | Added |