SPDR S&P 500 ETF Trust

SPY

Exchange: NYSE
SEC CIK: 0000884394

SEC filings (opens in a new tab)

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, Q4 2021

Institutional positions in SPDR S&P 500 ETF Trust as of Dec 31, 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: 3,181; +471 vs. Q3 2021
Shares held: 624.3M; +54.3M (+9.5%) vs. Q3 2021
Total value: $290.9B; +$46.1B (+18.8%) vs. Q3 2021
New holders: 556; 1,218 more added
Sold out: 85; 1,060 more reduced

48 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 3,181 institutions

Value heldQ4 2021: $290.9B

Institutions holding SPY and their total value by quarter
Quarter	Holders	Value
Q2 2026	4,668	$448.3B
Q1 2026	4,599	$356.9B
Q4 2025	4,645	$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, Q4 2021

Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q3 2021.

Institutions holding SPY in Q4 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Parallax Volatility Advisers, L.P.	1	$0	0.00%	00.0%	Unchanged
Leelyn Smith, LLC	1	$0	0.00%	00.0%	Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)	1	$0	0.00%	+1	New
Pacifica Partners Inc.	6	$3.00K	0.00%	00.0%	Unchanged
Mach-1 Financial Group, Inc.	10	$4.00K	0.00%	+10	New
Atlantic Trust, LLC	11	$5.00K	0.00%	−1−8.3%	Reduced
Hillsdale Investment Management Inc.	10	$5.00K	0.00%	00.0%	Unchanged
Mizuho Securities Co. Ltd.	12	$6.00K	0.00%	−1−7.7%	Reduced
Byrne Asset Management LLC	13	$6.00K	0.00%	+13	New
USA Financial Portformulas Corp	16	$8.00K	0.01%	+16	New
Astor Investment Management LLC	21	$9.00K	0.00%	+21	New
Gould Capital, LLC	20	$9.00K	0.01%	+20	New
Ravenstone Capital Management Inc.	19	$9.02K	0.01%	+19	New
Carmichael Hill & Associates, Inc.	25	$12.0K	0.01%	00.0%	Unchanged
Accel Wealth Management	25	$12.0K	0.01%	00.0%	Unchanged
FSB Premier Wealth Management, Inc.	28	$13.0K	0.01%	+28	New
Benjamin Edwards Inc	30	$14.0K	0.00%	+11+57.9%	Added
ARK Investment Management LLCSuperinvestorARK Invest	31	$15.0K	0.00%	+17+121.4%	Added
William Allan, LLC	35	$17.0K	0.01%	+35	New
Aquire Wealth Advisors, LLC	41	$19.0K	0.01%	+41	New
Horrell Capital Management, Inc.	46	$22.0K	0.01%	00.0%	Unchanged
Goodwin Investment Advisory	49	$23.0K	0.02%	+3+6.5%	Added
Stuart Chaussee & Associates, Inc.	50	$24.0K	0.01%	00.0%	Unchanged
First Community Trust NA	55	$26.1K	0.02%	+55	New
Moser Wealth Advisors, LLC	60	$28.0K	0.02%	00.0%	Unchanged
Savior LLC	61	$29.0K	0.02%	+18+41.9%	Added
Dividend Assets Capital, LLC	64	$30.0K	0.01%	00.0%	Unchanged
Advanced Research Investment Solutions, LLC	65	$30.0K	0.01%	+65	New
McCarthy Asset Management, Inc.	67	$32.0K	0.02%	00.0%	Unchanged
Rather & Kittrell, Inc.	72	$34.0K	0.03%	+72	New
Marion Wealth Management	72	$34.0K	0.02%	+72	New
Laffer Tengler Investments	73	$34.7K	0.01%	00.0%	Unchanged
Essex Investment Management Co LLC	74	$35.0K	0.00%	+7+10.4%	Added
Prestige Wealth Management Group LLC	73	$35.0K	0.01%	+6+9.0%	Added
Riverview Trust Co	80	$38.0K	0.02%	00.0%	Unchanged
Stonebridge Financial Planning Group, LLC	89	$39.0K	0.02%	00.0%	Unchanged
Retirement Planning Co of New England, Inc.	84	$39.0K	0.02%	+84	New
Curi Capital	82	$39.0K	0.01%	+82	New
Centerpoint Advisors, LLC	90	$43.0K	0.02%	−25−21.7%	Reduced
Kathleen S. Wright Associates Inc.	92	$44.0K	0.03%	+92	New
U S Global Investors Inc	100	$47.0K	0.00%	00.0%	Unchanged
JBF Capital, Inc.	100	$47.0K	0.01%	00.0%	Unchanged
Field & Main Bank	100	$47.0K	0.03%	00.0%	Unchanged
Focused Wealth Management, Inc	99	$47.0K	0.01%	+5+5.3%	Added
Shore Point Advisors, LLC	100	$47.0K	0.04%	+100	New
Iron Horse Wealth Management, LLC	104	$49.0K	0.03%	00.0%	Unchanged
RE Dickinson Investment Advisors, LLC	104	$49.0K	0.04%	+104	New
Cambridge Financial Group, Inc.	110	$50.5K	0.02%	+110	New
Benson Investment Management Company, Inc.	107	$51.0K	0.02%	+107	New
Arcadia Investment Advisors LLC	110	$52.1K	0.03%	+1+0.9%	Added
Hartford Financial Management Inc.	114	$54.0K	0.01%	−128−52.9%	Reduced
Richwood Investment Advisors, LLC	114	$54.0K	0.05%	+114	New
Syverson Strege & Co	123	$58.0K	0.04%	00.0%	Unchanged
Concentrum Wealth Management	122	$58.0K	0.03%	+7+6.1%	Added
Allen Capital Group, LLC	125	$59.0K	0.01%	−28−18.3%	Reduced
Fortis Advisors, LLC	130	$62.0K	0.04%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	138	$66.0K	0.04%	00.0%	Unchanged
Bogart Wealth, LLC	142	$68.0K	0.01%	00.0%	Unchanged
Pentwater Capital Management LP	150	$71.0K	0.00%	−625,000−100.0%	Reduced
Covestor Ltd	155	$74.0K	0.10%	+155	New
Avion Wealth	175	$83.0K	0.02%	00.0%	Unchanged
Hoey Investments, Inc	179	$85.0K	0.02%	00.0%	Unchanged
McCarthy Grittinger Financial Group, LLC	179	$85.1K	0.03%	00.0%	Unchanged
Evolution Advisers, Inc.	190	$90.0K	0.07%	+190	New
Citizens National Bank Trust Department	193	$92.0K	0.03%	+193	New
Advisors Preferred, LLC	200	$96.0K	0.01%	−300−60.0%	Reduced
Norway Savings Bank	204	$97.0K	0.04%	−50−19.7%	Reduced
PFS Partners, LLC	208	$98.8K	0.07%	+208	New
First Bank & Trust	209	$99.0K	0.04%	+9+4.5%	Added
University of Texas/Texas Am Investment Managment Co	213	$101.0K	0.05%	+213	New
Thomas J. Herzfeld Advisors, Inc.	220	$104.0K	0.04%	00.0%	Unchanged
Perkins Coie Trust Co	226	$107.0K	0.03%	−255−53.0%	Reduced
Cedar Mountain Advisors, LLC	242	$115.0K	0.04%	−188−43.7%	Reduced
Stephens Consulting, LLC	253	$120.2K	0.10%	+253	New
Clearview Wealth Advisors LLC	265	$126.0K	0.08%	+13+5.2%	Added
PYA Waltman Capital, LLC	270	$128.0K	0.07%	+270	New
Sageworth Trust Co of South Dakota	275	$131.0K	0.20%	00.0%	Unchanged
DB Fitzpatrick & Co, Inc	277	$132.0K	0.12%	+277	New
Riggs Asset Managment Co. Inc.	281	$133.0K	0.04%	−12−4.1%	Reduced
McDonald Partners LLC	283	$134.7K	0.12%	−8,983−96.9%	Reduced
Absolute Capital Management, LLC	283	$134.7K	0.12%	+283	New
JJJ Advisors Inc.	285	$135.0K	0.04%	+1+0.4%	Added
Tilia Fiduciary Partners, Inc.	297	$141.0K	0.11%	+297	New
Skylands Capital, LLC	300	$142.0K	0.02%	00.0%	Unchanged
Avondale Wealth Management	300	$142.0K	0.14%	00.0%	Unchanged
WFA Asset Management Corp	314	$149.2K	0.10%	+314	New
Masso Torrence Wealth Management Inc.	317	$151.0K	0.11%	+317	New
HBC Financial Services, PLLC	323	$153.0K	0.10%	+53+19.6%	Added
CarsonAllaria Wealth Management, Ltd.	338	$161.0K	0.14%	+338	New
IAG Wealth Partners, LLC	341	$162.0K	0.05%	−40−10.5%	Reduced
Holloway Wealth Management, LLC	–	$162.0K	0.05%	–	–
Financial Avengers, Inc.	350	$166.0K	0.10%	00.0%	Unchanged
Cypress Capital Management LLC (WY)	349	$166.0K	0.14%	+334+2,226.7%	Added
Orion Capital Management LLC	352	$167.0K	0.09%	00.0%	Unchanged
RWM Asset Management, LLC	370	$176.0K	0.03%	00.0%	Unchanged
Mystic Asset Management, Inc.	371	$176.0K	0.08%	+371	New
Outfitter Financial LLC	372	$177.0K	0.13%	+372	New
Rosenberg Matthew Hamilton	380	$180.0K	0.06%	−93−19.7%	Reduced
Blume Capital Management, Inc.	381	$181.0K	0.06%	+53+16.2%	Added
Dougherty Wealth Advisers LLC	398	$189.0K	0.26%	−32−7.4%	Reduced