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, 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 | 4,669 | $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, 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 |
|---|---|---|---|---|---|
| Aufman Associates Inc | 1,662 | $713.0K | 0.59% | −170−9.3% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 1,658 | $712.0K | 0.23% | −17−1.0% | Reduced |
| Advocacy Wealth Management Services, LLC | 1,659 | $712.0K | 0.13% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,656 | $711.0K | 0.24% | +31+1.9% | Added |
| Fca Corp | 1,654 | $710.0K | 0.21% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,649 | $708.0K | 0.50% | −28−1.7% | Reduced |
| Oak Harvest Investment Services | 1,649 | $708.0K | 0.21% | +184+12.6% | Added |
| Macroview Investment Management LLC | 1,648 | $707.0K | 0.92% | −18−1.1% | Reduced |
| Trilogy Capital Inc. | 1,645 | $706.0K | 0.05% | −51−3.0% | Reduced |
| HYA Advisors, Inc | 1,624 | $706.0K | 0.29% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 1,645 | $706.0K | 0.39% | +490+42.4% | Added |
| NFP Retirement, Inc. | 1,635 | $701.7K | 0.29% | −1,816−52.6% | Reduced |
| Mirador Capital Partners LP | 1,633 | $701.0K | 0.16% | +521+46.9% | Added |
| Ratio Wealth Group | 1,616 | $693.6K | 0.23% | +160+11.0% | Added |
| AAFMAA Wealth Management & Trust LLC | 1,611 | $691.0K | 0.33% | −196−10.8% | Reduced |
| Independent Investors Inc | 1,611 | $691.0K | 0.17% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 1,609 | $690.0K | 0.14% | +556+52.8% | Added |
| Assetmark, Inc | 1,609 | $690.0K | 0.00% | +1,019+172.7% | Added |
| PBMares Wealth Management LLC | 1,604 | $688.0K | 0.33% | −4−0.2% | Reduced |
| Delta Asset Management LLC | 1,598 | $686.0K | 0.07% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 1,596 | $685.0K | 0.20% | −94−5.6% | Reduced |
| MA Private Wealth | 1,593 | $684.0K | 0.13% | −3−0.2% | Reduced |
| Investors Asset Management of Georgia Inc | 1,593 | $684.0K | 0.36% | +18+1.1% | Added |
| PFG Private Wealth Management, LLC | 1,592 | $683.0K | 0.40% | +10+0.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,581 | $678.0K | 0.37% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,559 | $669.0K | 0.17% | −75−4.6% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,555 | $667.0K | 0.36% | −8−0.5% | Reduced |
| Elm Partners Management LLC | 1,554 | $667.0K | 0.09% | 00.0% | Unchanged |
| Cordasco Financial Network | 1,552 | $666.0K | 0.45% | 00.0% | Unchanged |
| Doheny Asset Management | 1,550 | $665.0K | 0.48% | −15−1.0% | Reduced |
| Engrave Wealth Partners LLC | 1,548 | $664.0K | 0.20% | −639−29.2% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,547 | $664.0K | 0.23% | +332+27.3% | Added |
| HighMark Wealth Management LLC | 1,545 | $663.0K | 0.49% | −49−3.1% | Reduced |
| WFA of San Diego, LLC | 1,543 | $662.0K | 0.46% | +3+0.2% | Added |
| Financial Planning & Information Services, Inc. | 1,530 | $657.0K | 0.18% | +11+0.7% | Added |
| Shufro Rose & Co LLC | 1,510 | $648.0K | 0.05% | −5−0.3% | Reduced |
| Southeast Asset Advisors Inc. | 1,507 | $647.0K | 0.11% | +5+0.3% | Added |
| Financial Management Network Inc | 1,505 | $645.0K | 0.33% | +73+5.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,500 | $643.7K | 0.16% | −1,300−46.4% | Reduced |
| PAX Financial Group, LLC | 1,498 | $643.0K | 0.16% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,497 | $642.0K | 0.16% | −1,349−47.4% | Reduced |
| Synergy Financial Management, LLC | 1,495 | $642.0K | 0.15% | −450−23.1% | Reduced |
| Family Firm, Inc. | 1,416 | $641.0K | 0.17% | +2+0.1% | Added |
| Gradient Capital Advisors, LLC | 1,494 | $641.0K | 0.29% | +153+11.4% | Added |
| Landaas & Co | 1,486 | $638.0K | 0.37% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 1,485 | $637.0K | 0.16% | +235+18.8% | Added |
| Fenimore Asset Management Inc | 1,477 | $634.0K | 0.02% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 1,469 | $630.0K | 0.12% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 1,461 | $627.0K | 0.23% | +212+17.0% | Added |
| Wolff Financial Management LLC | 1,461 | $627.0K | 0.54% | +1,461 | New |
| Interchange Capital Partners, LLC | 1,460 | $626.0K | 1.05% | −76−4.9% | Reduced |
| Financial Network Wealth Management LLC | 1,455 | $624.0K | 0.36% | +3+0.2% | Added |
| Colonial Trust Advisors | 1,450 | $622.0K | 0.08% | 00.0% | Unchanged |
| Summit X, LLC | 1,431 | $615.0K | 0.15% | −74−4.9% | Reduced |
| Aptus Capital Advisors, LLC | 1,428 | $615.0K | 0.02% | +595+71.4% | Added |
| Doliver Advisors, LP | 1,421 | $610.0K | 0.21% | −2,488−63.6% | Reduced |
| Newton One Investments LLC | 1,418 | $609.0K | 0.45% | 00.0% | Unchanged |
| Marotta Asset Management | 1,419 | $609.0K | 0.15% | 00.0% | Unchanged |
| TFG Advisers LLC | 1,417 | $608.0K | 0.29% | −53−3.6% | Reduced |
| Wade Financial Advisory, Inc | 1,416 | $608.0K | 0.34% | 00.0% | Unchanged |
| Stegner Investment Associates Inc. | 1,412 | $606.0K | 0.46% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,411 | $606.0K | 0.13% | +33+2.4% | Added |
| Strategic Financial Services, Inc, | 1,407 | $604.0K | 0.05% | −675−32.4% | Reduced |
| Asset Planning Services Inc | 1,407 | $604.0K | 0.36% | +100+7.7% | Added |
| Beacon Wealthcare LLC | 1,404 | $603.0K | 0.29% | +28+2.0% | Added |
| PSI Advisors, LLC | 1,405 | $603.0K | 0.28% | +100+7.7% | Added |
| Asset Planning Corporation | 1,403 | $602.0K | 0.56% | +100+7.7% | Added |
| Platte River Wealth Advisors, LLC | 1,401 | $601.0K | 0.22% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 1,395 | $599.0K | 0.32% | +3+0.2% | Added |
| American Research & Management Co. | 1,396 | $599.0K | 0.14% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,766 | $597.4K | 0.11% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 12,113 | $595.0K | 0.40% | +10,517+659.0% | Added |
| Davis-Rea Ltd. | 1,383 | $595.0K | 0.29% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 1,383 | $594.0K | 0.13% | −91−6.2% | Reduced |
| Scholtz & Company, LLC | 1,382 | $593.0K | 0.21% | −72−5.0% | Reduced |
| N.E.W. Advisory Services LLC | 1,380 | $593.0K | 0.10% | +1+0.1% | Added |
| Armor Investment Advisors, LLC | 1,377 | $591.0K | 0.37% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,373 | $590.0K | 0.40% | +11+0.8% | Added |
| Clearbridge Investments, LLC | 1,369 | $587.0K | 0.00% | +8+0.6% | Added |
| Arjuna Capital | 1,366 | $586.0K | 0.24% | −144−9.5% | Reduced |
| Pointe Capital Management LLC | 1,359 | $583.0K | 0.40% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 1,354 | $581.0K | 0.35% | 00.0% | Unchanged |
| Harbor Group, Inc. | 1,348 | $578.0K | 0.37% | −29−2.1% | Reduced |
| Charter Trust Co | 1,347 | $578.0K | 0.05% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,347 | $578.0K | 0.16% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 1,318 | $578.0K | 0.14% | +4+0.3% | Added |
| American Trust Investment Advisors, LLC | 1,342 | $576.0K | 0.32% | 00.0% | Unchanged |
| Next Capital Management LLC | 1,342 | $576.0K | 0.42% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 1,342 | $576.0K | 0.19% | +85+6.8% | Added |
| Bluestem Financial Advisors, LLC | 1,333 | $572.0K | 0.37% | +220+19.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,330 | $571.0K | 0.19% | −29−2.1% | Reduced |
| Falcon Wealth Planning | 1,330 | $571.0K | 0.22% | +81+6.5% | Added |
| Providence Capital Advisors, LLC | 1,325 | $569.0K | 0.18% | −653−33.0% | Reduced |
| SkyOak Wealth, LLC | 1,327 | $569.0K | 0.15% | −250−15.9% | Reduced |
| Legacy Financial Advisors, Inc. | 1,327 | $569.0K | 0.14% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 1,323 | $568.0K | 0.28% | −13,592−91.1% | Reduced |
| HC Financial Advisors Inc | 1,322 | $567.0K | 0.34% | −85−6.0% | Reduced |
| Monterey Private Wealth, Inc. | 1,307 | $566.0K | 0.32% | +23+1.8% | Added |
| Cape Ann Savings Bank | 1,316 | $565.0K | 0.37% | 00.0% | Unchanged |
| Karp Capital Management Corp | 1,315 | $564.0K | 0.08% | −11−0.8% | Reduced |