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 |
|---|---|---|---|---|---|
| Cornerstone Investment Partners, LLC | 805 | $345.0K | 0.02% | −3,370−80.7% | Reduced |
| Old Mission Investment Co LLC | 800 | $343.3K | 0.14% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 799 | $343.0K | 0.24% | −10−1.2% | Reduced |
| Check Capital Management Inc | 800 | $343.0K | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 800 | $343.0K | 0.01% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 798 | $342.7K | 0.10% | +798 | New |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 797 | $342.0K | 0.17% | +125+18.6% | Added |
| JGP Wealth Management, LLC | 795 | $341.0K | 0.07% | −865−52.1% | Reduced |
| Vaughan & Co Securities, Inc. | 795 | $341.0K | 0.25% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 790 | $339.0K | 0.06% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 789 | $339.0K | 0.29% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 780 | $336.0K | 0.21% | +780 | New |
| Cornerstone National Bank & Trust Co | 781 | $335.2K | 0.15% | 00.0% | Unchanged |
| Foster & Motley Inc | 781 | $335.0K | 0.03% | +89+12.9% | Added |
| Addison Capital Co | 779 | $334.0K | 0.15% | +15+2.0% | Added |
| Pflug Koory, LLC | 774 | $332.0K | 0.18% | +10+1.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 771 | $331.0K | 0.24% | −22−2.8% | Reduced |
| IronBridge Private Wealth, LLC | 768 | $330.0K | 0.20% | −43,564−98.3% | Reduced |
| Braun-Bostich & Associates Inc. | 770 | $330.0K | 0.62% | −461−37.4% | Reduced |
| Sage Financial Management Group, Inc. | 766 | $329.0K | 8.25% | 00.0% | Unchanged |
| Madden Securities Corp | 762 | $327.0K | 0.18% | +16+2.1% | Added |
| Roanoke Asset Management Corp | 760 | $326.0K | 0.12% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 727 | $325.0K | 0.15% | +20+2.8% | Added |
| Opal Wealth Advisors, LLC | 750 | $322.0K | 0.31% | −42−5.3% | Reduced |
| Moseley Investment Management Inc | 741 | $322.0K | 0.16% | +30+4.2% | Added |
| Voya Financial Advisors, Inc. | 737 | $320.0K | 0.04% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 744 | $319.3K | 0.22% | +744 | New |
| Soros Capital Management LLC | 743 | $319.0K | 0.06% | −141−16.0% | Reduced |
| MinichMacGregor Wealth Management, LLC | 743 | $319.0K | 0.11% | −15−2.0% | Reduced |
| Lion Street Advisors, LLC | 744 | $319.0K | 0.17% | +744 | New |
| Main Street Research LLC | 739 | $317.0K | 0.03% | −36−4.6% | Reduced |
| Schoolcraft Capital LLC | 736 | $315.9K | 0.11% | −20−2.6% | Reduced |
| Golden State Equity Partners | 735 | $315.0K | 0.13% | −3,270−81.6% | Reduced |
| Princeton Global Asset Management LLC | 734 | $315.0K | 0.10% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 730 | $313.0K | 0.05% | +22+3.1% | Added |
| BHK Investment Advisors, LLC | 727 | $312.0K | 0.13% | −92−11.2% | Reduced |
| Azimuth Capital Management LLC | 723 | $310.0K | 0.01% | −2−0.3% | Reduced |
| New England Professional Planning Group Inc. | 672 | $308.0K | 0.18% | +38+6.0% | Added |
| Vantage Investment Partners, LLC | 718 | $308.0K | 0.02% | +200+38.6% | Added |
| Ambassador Advisors, LLC | 715 | $307.0K | 0.06% | +49+7.4% | Added |
| Soundmark Wealth Management, LLC | 709 | $304.0K | 0.11% | −32−4.3% | Reduced |
| Access Financial Services, Inc. | 709 | $304.0K | 0.14% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 704 | $302.0K | 0.11% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 700 | $300.0K | 0.04% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 698 | $299.0K | 0.17% | −801−53.4% | Reduced |
| Legacy Bridge, LLC | 697 | $299.0K | 0.17% | 00.0% | Unchanged |
| Miramar Capital, LLC | 692 | $297.0K | 0.12% | +6+0.9% | Added |
| Somerset Trust Co | 692 | $297.0K | 0.12% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 687 | $295.0K | 0.02% | −3,873−84.9% | Reduced |
| Mayfair Advisory Group, LLC | 689 | $295.0K | 0.45% | 00.0% | Unchanged |
| Stableford Capital II LLC | 666 | $295.0K | 0.15% | +1+0.2% | Added |
| First Financial Corp | 685 | $294.0K | 0.20% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 686 | $294.0K | 0.13% | +1+0.1% | Added |
| Bay Harbor Wealth Management, LLC | 680 | $292.0K | 0.12% | −42−5.8% | Reduced |
| Capital Research Global Investors | 672 | $292.0K | 0.00% | −13−1.9% | Reduced |
| Garrison Asset Management, LLC | 681 | $292.0K | 0.18% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 674 | $289.0K | 0.14% | −4,324−86.5% | Reduced |
| Hedeker Wealth, LLC | 672 | $288.0K | 0.09% | +87+14.9% | Added |
| Wealth Management Associates, Inc. | 667 | $286.3K | 0.17% | 00.0% | Unchanged |
| 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 |
| Boltwood Capital Management | 665 | $285.0K | 0.11% | −61−8.4% | Reduced |
| FC Advisory LLC | 659 | $283.0K | 0.13% | −34−4.9% | Reduced |
| 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 |
| 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 |
| Financial Life Advisors | 650 | $279.0K | 0.12% | 00.0% | Unchanged |
| Fullen Financial Group | 613 | $279.0K | 0.16% | −8−1.3% | Reduced |
| Mma Asset Management LLC | 643 | $276.0K | 0.21% | −3−0.5% | Reduced |
| 180 Wealth Advisors, LLC | 617 | $275.0K | 0.06% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 639 | $274.0K | 0.21% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 638 | $274.0K | 0.05% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 637 | $273.4K | 0.18% | +637 | New |
| Cornercap Investment Counsel Inc | 635 | $273.0K | 0.03% | −10−1.6% | Reduced |
| Echo Wealth Management, LLC | 622 | $272.0K | 0.32% | −55−8.1% | Reduced |
| Oak Family Advisors, LLC | 632 | $271.0K | 0.14% | −30−4.5% | Reduced |
| JB Capital LLC | 631 | $271.0K | 0.04% | +631 | New |
| Whitener Capital Management, Inc. | 723 | $270.0K | 0.12% | +5+0.7% | Added |
| 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 |
| Wolf Group Capital Advisors | 625 | $268.0K | 0.15% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 595 | $265.0K | 0.16% | +1+0.2% | Added |
| 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 |
| Driehaus Capital Management LLC | 612 | $263.0K | 0.00% | −215−26.0% | Reduced |
| Cannon Financial Strategists, Inc. | 611 | $262.2K | 0.10% | 00.0% | Unchanged |
| Freed Investment Group | 610 | $262.0K | 0.20% | −12−1.9% | Reduced |
| Tealwood Asset Management Inc | 605 | $260.0K | 0.11% | +605 | New |
| HFR Wealth Management, LLC | 603 | $259.0K | 0.08% | +603 | New |
| Insight Wealth Partners, LLC | 600 | $257.0K | 0.16% | −98−14.0% | Reduced |
| 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 |
| Marietta Investment Partners LLC | 592 | $254.0K | 0.06% | 00.0% | Unchanged |
| Costello Asset Management, INC | 586 | $251.0K | 0.16% | +2+0.3% | Added |
| Douglass Winthrop Advisors, LLC | 582 | $250.0K | 0.01% | −27−4.4% | Reduced |