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 |
|---|---|---|---|---|---|
| Diversified Investment Strategies, LLC | 1,309 | $562.0K | 0.42% | −237−15.3% | Reduced |
| Telos Capital Management, Inc. | 1,306 | $561.0K | 0.08% | −213−14.0% | Reduced |
| Hyperion Capital Advisors LP | 1,304 | $560.0K | 0.15% | 00.0% | Unchanged |
| Karpus Management, Inc. | 1,300 | $558.0K | 0.02% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 1,300 | $558.0K | 0.36% | 00.0% | Unchanged |
| Trust Co | 1,299 | $557.0K | 0.14% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 1,286 | $552.0K | 0.29% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 1,283 | $551.0K | 0.05% | −70−5.2% | Reduced |
| Orleans Capital Management Corp | 1,284 | $551.0K | 0.35% | 00.0% | Unchanged |
| Asset Planning Services, Ltd. | 1,269 | $544.0K | 0.26% | −27−2.1% | Reduced |
| Private Management Group Inc | 1,265 | $543.0K | 0.02% | −115−8.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,262 | $542.0K | 0.14% | 00.0% | Unchanged |
| Exeter Financial, LLC | 1,258 | $540.0K | 0.32% | 00.0% | Unchanged |
| Betterment LLC | 1,258 | $540.0K | 0.00% | +22+1.8% | Added |
| FinTrust Capital Advisors, LLC | 1,255 | $539.0K | 0.14% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 1,252 | $537.0K | 0.16% | −34−2.6% | Reduced |
| Clark Capital Management Group, Inc. | 1,247 | $535.0K | 0.01% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 1,245 | $534.0K | 0.50% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 1,245 | $534.0K | 0.18% | +4+0.3% | Added |
| TFC Financial Management | 1,239 | $532.0K | 0.18% | +52+4.4% | Added |
| Tiemann Investment Advisors, LLC | 1,237 | $531.0K | 0.25% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,230 | $528.0K | 0.34% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,231 | $528.0K | 0.33% | +352+40.0% | Added |
| Day & Ennis, LLC | 1,228 | $527.0K | 0.18% | +2+0.2% | Added |
| Accurate Wealth Management, LLC | 1,215 | $527.0K | 0.46% | +99+8.9% | Added |
| CVA Family Office, LLC | 1,567 | $525.0K | 0.38% | −2−0.1% | Reduced |
| Smart Portfolios, LLC | 1,218 | $523.0K | 0.42% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,218 | $523.0K | 0.12% | +2+0.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,217 | $522.0K | 0.09% | +1,217 | New |
| Alhambra Investment Partners LLC | 1,213 | $521.0K | 0.40% | −117−8.8% | Reduced |
| Pacific Center for Financial Services | 1,213 | $520.0K | 0.23% | −66−5.2% | Reduced |
| NovaPoint Capital, LLC | 1,207 | $518.0K | 0.21% | +1+0.1% | Added |
| Tuttle Tactical Management | 1,199 | $515.0K | 0.60% | −5,459−82.0% | Reduced |
| Investment Management of Virginia LLC | 1,201 | $515.0K | 0.10% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,198 | $514.0K | 0.04% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,197 | $514.0K | 0.12% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 1,197 | $514.0K | 0.35% | 00.0% | Unchanged |
| Foster Group, Inc. | 1,195 | $513.0K | 0.05% | −43−3.5% | Reduced |
| Truvestments Capital LLC | 1,196 | $513.0K | 0.28% | −35−2.8% | Reduced |
| DDD Partners, LLC | 1,189 | $510.0K | 0.08% | −4,220−78.0% | Reduced |
| Miller Value Partners, LLC | 1,187 | $509.0K | 0.02% | +1,187 | New |
| Hilton Capital Management, LLC | 1,183 | $508.0K | 0.05% | +1,183 | New |
| Pinkerton Retirement Specialists, LLC | 1,174 | $504.0K | 0.10% | −1−0.1% | Reduced |
| Holderness Investments Co | 1,172 | $503.0K | 0.17% | −723−38.2% | Reduced |
| Reston Wealth Management LLC | 1,171 | $503.0K | 0.26% | +4+0.3% | Added |
| BCGM Wealth Management, LLC | 1,096 | $503.0K | 0.28% | +62+6.0% | Added |
| UMA Financial Services, Inc. | 1,126 | $502.0K | 0.14% | +55+5.1% | Added |
| Strategic Investment Management, LLC | 1,170 | $502.0K | 0.23% | +1,170 | New |
| Stony Point Wealth Management Inc. | 1,165 | $500.0K | 0.30% | −291−20.0% | Reduced |
| JCIC Asset Management Inc. | 1,165 | $500.0K | 0.16% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,162 | $499.0K | 0.20% | −104−8.2% | Reduced |
| Arbor Investment Advisors, LLC | 1,160 | $498.0K | 0.10% | +485+71.9% | Added |
| Valley Forge Investment Consultants Inc Adv | 1,157 | $497.0K | 0.27% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 1,151 | $494.0K | 0.06% | −67−5.5% | Reduced |
| HT Partners LLC | 1,150 | $494.0K | 0.15% | −35−3.0% | Reduced |
| Holistic Financial Partners | 1,148 | $493.0K | 0.30% | +8+0.7% | Added |
| Bordeaux Wealth Advisors LLC | 1,144 | $491.0K | 0.28% | +188+19.7% | Added |
| One Charles Private Wealth Services, LLC | 1,142 | $490.0K | 0.28% | −5−0.4% | Reduced |
| Tanglewood Wealth Management, Inc. | 1,139 | $489.0K | 0.09% | 00.0% | Unchanged |
| Gibson Capital, LLC | 1,140 | $489.0K | 0.13% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 1,134 | $487.0K | 0.05% | −8−0.7% | Reduced |
| FSA Wealth Management LLC | 1,132 | $486.0K | 0.30% | −28−2.4% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 1,132 | $486.0K | 0.36% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 1,130 | $485.0K | 0.05% | −650−36.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,128 | $484.0K | 0.06% | 00.0% | Unchanged |
| First Personal Financial Services | 1,125 | $483.0K | 0.12% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,014 | $481.6K | 0.27% | +1,014 | New |
| Columbia Trust Co 01012016 | 1,121 | $481.0K | 0.25% | −29−2.5% | Reduced |
| Lederer & Associates Investment Counsel | 1,120 | $481.0K | 0.31% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,107 | $480.0K | 0.29% | −9−0.8% | Reduced |
| AAFCPAs Wealth Management, LLC | 1,115 | $478.7K | 0.36% | +1+0.1% | Added |
| jvl associates llc | 1,113 | $478.0K | 0.33% | −16−1.4% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,112 | $477.0K | 0.10% | 00.0% | Unchanged |
| LifePro Asset Management | 1,111 | $477.0K | 0.14% | +1,111 | New |
| Kesler, Norman & Wride, LLC | 1,109 | $476.0K | 0.11% | +2+0.2% | Added |
| Court Place Advisors, LLC | 1,109 | $476.0K | 0.14% | −18−1.6% | Reduced |
| Morris Retirement Advisors, LLC | 1,110 | $476.0K | 0.40% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,109 | $476.0K | 0.15% | +12+1.1% | Added |
| S&T Bank | 1,104 | $474.0K | 0.07% | −209−15.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 1,100 | $472.0K | 0.40% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,097 | $471.0K | 0.13% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 1,098 | $471.0K | 0.42% | 00.0% | Unchanged |
| KCS Wealth Advisory | 1,096 | $470.0K | 0.22% | +5+0.5% | Added |
| C M Bidwell & Associates Ltd | 1,093 | $469.0K | 0.31% | 00.0% | Unchanged |
| Sadoff Investment Management LLC | 1,090 | $468.0K | 0.03% | −100−8.4% | Reduced |
| Financial Management Concepts Corp | 1,089 | $467.0K | 0.37% | −35−3.1% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1,088 | $467.0K | 0.03% | −9−0.8% | Reduced |
| Magnolia Capital Advisors LLC | 1,089 | $467.0K | 0.16% | +3+0.3% | Added |
| Intellectus Partners, LLC | 1,080 | $465.0K | 0.11% | +1,080 | New |
| Eagle Ridge Investment Management | 1,080 | $463.0K | 0.05% | −3−0.3% | Reduced |
| STRS Ohio | 1,075 | $461.0K | 0.00% | −275−20.4% | Reduced |
| Sentinel Pension Advisors Inc | 1,073 | $461.0K | 0.16% | −4−0.4% | Reduced |
| AF Advisors, Inc. | 1,075 | $461.0K | 0.29% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 1,074 | $461.0K | 0.17% | +231+27.4% | Added |
| Glovista Investments LLC | 1,072 | $460.0K | 0.13% | −206−16.1% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 1,072 | $460.0K | 0.28% | +2+0.2% | Added |
| TD Capital Management LLC | 1,070 | $459.0K | 0.06% | +3+0.3% | Added |
| Heritage Way Advisors, LLC | 1,069 | $459.0K | 0.19% | +312+41.2% | Added |
| One Wealth Advisors, LLC | 1,070 | $459.0K | 0.13% | +1,070 | New |
| Fulcrum Capital LLC | 1,066 | $457.0K | 0.11% | −414−28.0% | Reduced |