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 |
|---|---|---|---|---|---|
| Belmont Capital, LLC | 28,368 | $12.2M | 9.89% | −400−1.4% | Reduced |
| Copperwynd Financial, LLC | 28,343 | $12.2M | 5.01% | +10,605+59.8% | Added |
| AlphaMark Advisors, LLC | 28,308 | $12.1M | 4.39% | +581+2.1% | Added |
| Symmetry Investments LP | 28,300 | $12.1M | 2.85% | −2,726−8.8% | Reduced |
| Twin Focus Capital Partners, LLC | 28,290 | $12.1M | 2.83% | +290+1.0% | Added |
| St Germain D J Co Inc | 28,229 | $12.1M | 0.75% | −1,290−4.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 28,070 | $12.0M | 2.98% | +1,314+4.9% | Added |
| BDO Wealth Advisors, LLC | 28,066 | $12.0M | 1.33% | +1,814+6.9% | Added |
| Grimes & Company, Inc. | 28,061 | $12.0M | 0.52% | +4,833+20.8% | Added |
| Barrett Asset Management, LLC | 27,946 | $12.0M | 0.55% | +8,228+41.7% | Added |
| VisionPoint Advisory Group, LLC | 25,567 | $12.0M | 5.34% | −21,963−46.2% | Reduced |
| Claro Advisors LLC | 27,741 | $11.9M | 5.01% | +1,195+4.5% | Added |
| Wintrust Investments LLC | 27,638 | $11.9M | 1.60% | −446−1.6% | Reduced |
| Citizens Business Bank | 27,626 | $11.9M | 1.58% | +97+0.4% | Added |
| Lindbrook Capital, LLC | 27,614 | $11.8M | 3.11% | −988−3.5% | Reduced |
| Childress Capital Advisors, LLC | 27,431 | $11.8M | 4.78% | −18,314−40.0% | Reduced |
| Successful Portfolios LLC | 27,428 | $11.8M | 7.03% | −510−1.8% | Reduced |
| Strategic Advisors LLC | 27,422 | $11.8M | 2.53% | +6,342+30.1% | Added |
| New England Guild Wealth Advisors, Inc. | 27,365 | $11.7M | 6.22% | +506+1.9% | Added |
| Freestate Advisors LLC | 27,350 | $11.7M | 13.31% | −273,852−90.9% | Reduced |
| Winfield Associates, Inc. | 27,331 | $11.7M | 4.33% | +100+0.4% | Added |
| Panagora Asset Management Inc | 27,205 | $11.7M | 0.06% | +8,425+44.9% | Added |
| Systematic Alpha Investments, LLC | 25,370 | $11.7M | 0.51% | 00.0% | Unchanged |
| G&S Capital LLC | 27,127 | $11.6M | 6.40% | +3,405+14.4% | Added |
| Sanchez Wealth Management Group | 27,104 | $11.6M | 5.22% | +1,291+5.0% | Added |
| Transcend Wealth Collective, LLC | 25,437 | $11.6M | 1.04% | +25,437 | New |
| Triumph Capital Management | 26,869 | $11.6M | 5.43% | −211−0.8% | Reduced |
| Optas, LLC | 26,906 | $11.5M | 3.35% | 00.0% | Unchanged |
| Savant Capital, LLC | 26,884 | $11.5M | 0.42% | +134+0.5% | Added |
| Strategic Wealth Partners, Ltd. | 26,858 | $11.5M | 3.38% | −1,314−4.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 26,797 | $11.5M | 2.56% | −395−1.5% | Reduced |
| Burleson & Company, LLC | 26,650 | $11.4M | 1.73% | −1,080−3.9% | Reduced |
| Brickley Wealth Management | 26,649 | $11.4M | 2.88% | +91+0.3% | Added |
| Pensionmark Financial Group, LLC | 26,539 | $11.4M | 2.59% | +87+0.3% | Added |
| Bartlett & Co. Wealth Management LLC | 26,525 | $11.4M | 0.22% | +251+1.0% | Added |
| Stordahl Capital Management, Inc. | 26,600 | $11.4M | 4.55% | −461−1.7% | Reduced |
| Bartlett & Co. LLC | 26,525 | $11.4M | 0.22% | +251+1.0% | Added |
| Newfound Research LLC | 26,498 | $11.4M | 18.41% | −661−2.4% | Reduced |
| Neumann Capital Management, LLC | 26,426 | $11.3M | 5.09% | −44−0.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 26,399 | $11.3M | 1.68% | −1,594−5.7% | Reduced |
| J. Goldman & Co LP | 26,315 | $11.3M | 1.01% | +21,716+472.2% | Added |
| BKD Wealth Advisors, LLC | 26,263 | $11.3M | 0.52% | −1,981−7.0% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 26,217 | $11.3M | 3.70% | +3,576+15.8% | Added |
| McLean Asset Management Corp | 24,667 | $11.2M | 4.32% | −120.0% | Reduced |
| SFMG, LLC | 26,198 | $11.2M | 1.25% | +946+3.7% | Added |
| HawsGoodwin Investment Management LLC | 26,160 | $11.2M | 3.41% | +3,655+16.2% | Added |
| J. W. Coons Advisors, LLC | 26,143 | $11.2M | 3.84% | −266−1.0% | Reduced |
| YHB Investment Advisors, Inc. | 26,029 | $11.2M | 0.96% | +203+0.8% | Added |
| Independent Financial Group, LLC | 26,004 | $11.2M | 1.14% | +1,493+6.1% | Added |
| Wealth Architects, LLC | 25,942 | $11.1M | 2.16% | −217−0.8% | Reduced |
| Clear Street Markets LLC | 25,893 | $11.1M | 2.45% | +21,393+475.4% | Added |
| Sowa Financial Group, Inc. | 25,881 | $11.1M | 7.21% | +703+2.8% | Added |
| Bouchey Financial Group Ltd | 25,747 | $11.0M | 1.53% | −320−1.2% | Reduced |
| Centaurus Financial, Inc. | 25,712 | $11.0M | 0.92% | +1,218+5.0% | Added |
| Compagnie Lombard Odier SCmA | 25,610 | $11.0M | 0.24% | +507+2.0% | Added |
| Courier Capital LLC | 25,518 | $11.0M | 1.04% | +351+1.4% | Added |
| Interactive Financial Advisors | 25,453 | $10.9M | 4.77% | +24,324+2,154.5% | Added |
| Optimum Investment Advisors | 25,384 | $10.9M | 4.59% | −197−0.8% | Reduced |
| Schnieders Capital Management LLC | 25,352 | $10.9M | 2.93% | −835−3.2% | Reduced |
| Brave Asset Management Inc | 25,335 | $10.9M | 3.14% | +1,057+4.4% | Added |
| Core Alternative Capital | 25,333 | $10.9M | 2.31% | −328−1.3% | Reduced |
| Bristlecone Advisors, LLC | 25,239 | $10.8M | 1.42% | −206−0.8% | Reduced |
| LFA - Lugano Financial Advisors SA | 25,229 | $10.8M | 7.11% | +1,875+8.0% | Added |
| First Washington CORP | 25,210 | $10.8M | 3.94% | −160−0.6% | Reduced |
| Snowden Capital Advisors LLC | 25,083 | $10.8M | 0.54% | +1,829+7.9% | Added |
| Generation Investment Management LLP | 25,000 | $10.7M | 0.04% | +25,000 | New |
| Verdad Advisers, LP | 25,000 | $10.7M | 7.75% | +25,000 | New |
| Kingsview Wealth Management, LLC | 24,980 | $10.7M | 0.51% | +1,109+4.6% | Added |
| Carolinas Wealth Consulting LLC | 24,880 | $10.7M | 2.50% | −833−3.2% | Reduced |
| Salomon & Ludwin, LLC | 24,880 | $10.7M | 1.66% | +1,460+6.2% | Added |
| Evanson Asset Management, LLC | 24,935 | $10.7M | 1.10% | +113+0.5% | Added |
| Nadler Financial Group, Inc. | 24,799 | $10.6M | 1.74% | −205−0.8% | Reduced |
| Klingenstein Fields & Co LP | 24,796 | $10.6M | 0.45% | −4,960−16.7% | Reduced |
| American Investment Services, Inc. | 24,732 | $10.6M | 2.38% | +34+0.1% | Added |
| Golden State Wealth Management, LLC | 24,732 | $10.6M | 2.31% | +1,265+5.4% | Added |
| Salem Investment Counselors Inc | 24,698 | $10.6M | 0.58% | +128+0.5% | Added |
| Maryland Capital Management | 24,643 | $10.6M | 0.63% | +603+2.5% | Added |
| Private Trust Co NA | 24,624 | $10.6M | 1.54% | −171−0.7% | Reduced |
| Cacti Asset Management LLC | 24,600 | $10.6M | 0.90% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 24,560 | $10.5M | 2.20% | +5,267+27.3% | Added |
| Tfo-TDC, LLC | 24,502 | $10.5M | 2.08% | −241−1.0% | Reduced |
| Strategic Blueprint, LLC | 24,447 | $10.5M | 1.64% | +705+3.0% | Added |
| Ancora Advisors, LLC | 24,192 | $10.4M | 0.27% | −135−0.6% | Reduced |
| Berman Capital Advisors, LLC | 24,180 | $10.4M | 1.63% | −4,272−15.0% | Reduced |
| Planning Alternatives Ltd | 24,155 | $10.4M | 1.71% | 00.0% | Unchanged |
| Cordant, Inc. | 24,095 | $10.3M | 6.29% | −889−3.6% | Reduced |
| Fiducient Advisors LLC | 24,063 | $10.3M | 3.12% | −1,857−7.2% | Reduced |
| Spinnaker Trust | 23,942 | $10.3M | 0.71% | +1,666+7.5% | Added |
| Cigna Investments Inc | 23,860 | $10.2M | 0.77% | −1,050−4.2% | Reduced |
| Pallas Capital Advisors LLC | 21,959 | $10.2M | 1.12% | −11,923−35.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 23,781 | $10.2M | 0.76% | −861−3.5% | Reduced |
| Tocqueville Asset Management L.P. | 23,762 | $10.2M | 0.15% | +142+0.6% | Added |
| Cary Street Partner Investment Advisory LLC | 23,637 | $10.1M | 3.32% | −128−0.5% | Reduced |
| Prism Advisors, Inc. | 23,577 | $10.1M | 3.61% | −151−0.6% | Reduced |
| Camarda Financial Advisors, LLC | 23,431 | $10.1M | 6.78% | +23,431 | New |
| Apollon Wealth Management, LLC | 23,345 | $10.0M | 1.37% | +6,600+39.4% | Added |
| Caliber Wealth Management, LLC | 22,325 | $9.98M | 7.04% | +414+1.9% | Added |
| Colonial River Wealth Management, LLC | 22,325 | $9.98M | 7.04% | +21,567+2,845.3% | Added |
| We Are One Seven, LLC | 21,722 | $9.98M | 1.27% | +1,941+9.8% | Added |
| Ausdal Financial Partners, Inc. | 23,204 | $9.96M | 1.48% | +7,988+52.5% | Added |