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, Q3 2021
Institutional positions in SPDR S&P 500 ETF Trust as of Sep 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
- 2,758
- +56 vs. Q2 2021
- Shares held
- 571.5M
- +28.7M (+5.3%) vs. Q2 2021
- Total value
- $245.4B
- +$14.8B (+6.4%) vs. Q2 2021
- New holders
- 138
- 1,144 more added
- Sold out
- 82
- 1,078 more reduced
42 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harfst & Associates, Inc. | 500 | $214.0K | 0.06% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 500 | $214.0K | 0.16% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 500 | $215.0K | 0.02% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 500 | $215.0K | 0.18% | +500 | New |
| Satovsky Asset Management LLC | 507 | $217.0K | 0.16% | −44−8.0% | Reduced |
| Advisors Preferred, LLC | 500 | $217.0K | 0.03% | +400+400.0% | Added |
| RPg Family Wealth Advisory, LLC | 507 | $218.3K | 0.09% | +5+1.0% | Added |
| Stewart & Patten Co LLC | 511 | $219.0K | 0.04% | +1+0.2% | Added |
| Somerville Kurt F | 510 | $219.0K | 0.03% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 511 | $219.4K | 0.14% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 514 | $220.0K | 0.15% | +514 | New |
| Community Bank of Raymore | 515 | $221.0K | 0.07% | 00.0% | Unchanged |
| WP Advisors, LLC | 518 | $222.0K | 0.09% | −103−16.6% | Reduced |
| SMH Capital Advisors Inc | 520 | $223.0K | 0.41% | +1+0.2% | Added |
| Cheviot Value Management, LLC | 525 | $225.0K | 0.06% | −18−3.3% | Reduced |
| Beck Bode, LLC | 525 | $225.0K | 0.06% | −15−2.8% | Reduced |
| Mastrapasqua Asset Management Inc | 527 | $226.0K | 0.02% | 00.0% | Unchanged |
| Unified Trust Company, N.A. | 526 | $226.0K | 0.07% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 530 | $227.0K | 0.17% | −123−18.8% | Reduced |
| Stockman Wealth Management, Inc. | 530 | $227.0K | 0.05% | 00.0% | Unchanged |
| Trust Co of Kansas | 531 | $228.0K | 0.13% | −101−16.0% | Reduced |
| M&R Capital Management Inc | 535 | $229.0K | 0.05% | −15−2.7% | Reduced |
| Lincoln Capital LLC | 534 | $229.0K | 0.06% | +1+0.2% | Added |
| Suncoast Equity Management | 533 | $229.0K | 0.03% | +533 | New |
| United Bank | 540 | $232.0K | 0.15% | 00.0% | Unchanged |
| Principal Financial Group Inc | 543 | $233.0K | 0.00% | −273−33.5% | Reduced |
| TRUE Private Wealth Advisors | 541 | $233.0K | 0.03% | +541 | New |
| Concord Wealth Partners | 545 | $234.0K | 0.10% | −766−58.4% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 545 | $234.0K | 0.13% | +545 | New |
| Grand Jean Capital Management Inc | 551 | $236.0K | 0.06% | 00.0% | Unchanged |
| Lynch & Associates | 549 | $236.0K | 0.06% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 552 | $237.0K | 0.17% | +2+0.4% | Added |
| Peak Financial Management, Inc. | 554 | $238.0K | 0.08% | −13−2.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 554 | $238.0K | 0.08% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 557 | $239.0K | 0.10% | 00.0% | Unchanged |
| TRH Financial, LLC | 557 | $239.0K | 0.09% | +1+0.2% | Added |
| Atlas Private Wealth Management | 556 | $239.0K | 0.15% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 551 | $239.0K | 0.07% | +2+0.4% | Added |
| D.B. Root & Company, LLC | 559 | $240.0K | 0.09% | −326−36.8% | Reduced |
| Wrapmanager Inc | 559 | $240.0K | 0.06% | +7+1.3% | Added |
| Peloton Wealth Strategists | 560 | $240.0K | 0.10% | +20+3.7% | Added |
| TMD Wealth Management, LLC | 560 | $240.0K | 0.10% | +560 | New |
| New World Advisors LLC | 531 | $241.0K | 0.11% | −19,271−97.3% | Reduced |
| Mendel Money Management | 562 | $241.0K | 0.15% | 00.0% | Unchanged |
| Pachira Investments Inc. | 561 | $241.0K | 0.17% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 562 | $241.0K | 0.04% | +16+2.9% | Added |
| Cabot Wealth Management Inc | 561 | $241.0K | 0.03% | +561 | New |
| Southland Equity Partners LLC | 562 | $241.2K | 0.11% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 566 | $243.0K | 0.24% | +19+3.5% | Added |
| Elevated Capital Advisors, LLC | 572 | $245.0K | 0.08% | +572 | New |
| Private Capital Advisors, Inc. | 573 | $246.0K | 0.04% | 00.0% | Unchanged |
| NexWave Capital Partners LLC | 574 | $246.0K | 0.63% | +1+0.2% | Added |
| Brown Financial Advisory | 576 | $247.0K | 0.20% | 00.0% | Unchanged |
| Brookmont Capital Management | 575 | $247.0K | 0.15% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 575 | $247.0K | 0.20% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 577 | $248.0K | 0.03% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 576 | $248.0K | 0.13% | 00.0% | Unchanged |
| DF Dent & Co Inc | 577 | $248.0K | 0.00% | +577 | New |
| Douglass Winthrop Advisors, LLC | 582 | $250.0K | 0.01% | −27−4.4% | Reduced |
| Costello Asset Management, INC | 586 | $251.0K | 0.16% | +2+0.3% | Added |
| Marietta Investment Partners LLC | 592 | $254.0K | 0.06% | 00.0% | Unchanged |
| Affiance Financial, LLC | 597 | $256.0K | 0.11% | −219−26.8% | Reduced |
| FWL Investment Management, LLC | 597 | $256.0K | 0.16% | −25−4.0% | Reduced |
| Insight Wealth Partners, LLC | 600 | $257.0K | 0.16% | −98−14.0% | Reduced |
| HFR Wealth Management, LLC | 603 | $259.0K | 0.08% | +603 | New |
| Tealwood Asset Management Inc | 605 | $260.0K | 0.11% | +605 | New |
| Freed Investment Group | 610 | $262.0K | 0.20% | −12−1.9% | Reduced |
| Cannon Financial Strategists, Inc. | 611 | $262.2K | 0.10% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 612 | $263.0K | 0.00% | −215−26.0% | Reduced |
| Fiduciary Planning LLC | 616 | $264.0K | 0.14% | −193−23.9% | Reduced |
| Plimoth Trust Co LLC | 615 | $264.0K | 0.07% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 615 | $264.0K | 0.04% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 616 | $264.0K | 0.11% | +81+15.1% | Added |
| Capital Wealth Alliance, LLC | 595 | $265.0K | 0.16% | +1+0.2% | Added |
| Wolf Group Capital Advisors | 625 | $268.0K | 0.15% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 627 | $269.0K | 0.22% | −358−36.3% | Reduced |
| Baldrige Asset Management LLC | 627 | $269.0K | 0.11% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 723 | $270.0K | 0.12% | +5+0.7% | Added |
| Oak Family Advisors, LLC | 632 | $271.0K | 0.14% | −30−4.5% | Reduced |
| JB Capital LLC | 631 | $271.0K | 0.04% | +631 | New |
| Echo Wealth Management, LLC | 622 | $272.0K | 0.32% | −55−8.1% | Reduced |
| Cornercap Investment Counsel Inc | 635 | $273.0K | 0.03% | −10−1.6% | Reduced |
| Hill Investment Group Partners, LLC | 637 | $273.4K | 0.18% | +637 | New |
| Provident Wealth Management, LLC | 639 | $274.0K | 0.21% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 638 | $274.0K | 0.05% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 617 | $275.0K | 0.06% | 00.0% | Unchanged |
| Mma Asset Management LLC | 643 | $276.0K | 0.21% | −3−0.5% | Reduced |
| Financial Life Advisors | 650 | $279.0K | 0.12% | 00.0% | Unchanged |
| Fullen Financial Group | 613 | $279.0K | 0.16% | −8−1.3% | Reduced |
| IVC Wealth Advisors LLC | 655 | $281.0K | 0.19% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 654 | $281.0K | 0.14% | +2+0.3% | Added |
| RDA Financial Network | 656 | $281.0K | 0.12% | +33+5.3% | Added |
| Camden National Bank | 657 | $282.0K | 0.05% | −64−8.9% | Reduced |
| Blackhill Capital Inc | 658 | $282.0K | 0.02% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 657 | $282.0K | 0.17% | +657 | New |
| FC Advisory LLC | 659 | $283.0K | 0.13% | −34−4.9% | Reduced |
| Boltwood Capital Management | 665 | $285.0K | 0.11% | −61−8.4% | Reduced |
| Quest Investment Management LLC | 666 | $286.0K | 0.03% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 666 | $286.0K | 0.05% | +30+4.7% | Added |
| Wealth Management Associates, Inc. | 667 | $286.3K | 0.17% | 00.0% | Unchanged |