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, 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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Security National Bank | 2,254 | $1.07M | 0.24% | +365+19.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 2,260 | $1.07M | 0.68% | +204+9.9% | Added |
| Widmann Financial Services, Inc. | 2,265 | $1.07M | 0.89% | +2,265 | New |
| Curran Financial Partners, LLC | 2,269 | $1.08M | 0.46% | +2+0.1% | Added |
| Counterpoint Mutual Funds LLC | 2,270 | $1.08M | 1.00% | +5+0.2% | Added |
| Parthenon LLC | 2,272 | $1.08M | 0.15% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 2,276 | $1.08M | 0.19% | −814−26.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,284 | $1.08M | 0.65% | +142+6.6% | Added |
| Capital CS Group, LLC | 2,286 | $1.09M | 0.85% | −32−1.4% | Reduced |
| Sterling Manor Financial, LLC | 2,291 | $1.09M | 0.85% | +20+0.9% | Added |
| Sugarloaf Wealth Management, LLC | 2,295 | $1.09M | 0.26% | −326−12.4% | Reduced |
| American Capital Management Inc | 2,295 | $1.09M | 0.03% | −200−8.0% | Reduced |
| Riverstone Advisors, LLC | 2,300 | $1.09M | 0.48% | 00.0% | Unchanged |
| Options Solutions, LLC | 2,300 | $1.09M | 0.99% | +2,300 | New |
| Armstrong Henry H Associates Inc | 2,301 | $1.09M | 0.11% | 00.0% | Unchanged |
| Univest Financial Corp | 2,306 | $1.09M | 0.28% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 2,309 | $1.10M | 0.18% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 2,309 | $1.10M | 0.57% | +717+45.0% | Added |
| Independent Advisor Alliance | 2,315 | $1.10M | 0.05% | +121+5.5% | Added |
| Claraphi Advisory Network, LLC | 2,315 | $1.10M | 0.38% | −230−9.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,317 | $1.10M | 0.31% | +2,317 | New |
| Mayport, LLC | 2,316 | $1.10M | 0.82% | +2,316 | New |
| Mission Financial Group, LLC | 1,614 | $1.10M | 1.04% | +1,614 | New |
| Parkside Advisors LLC | 2,315 | $1.10M | 0.33% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 2,325 | $1.10M | 0.06% | +1,638+238.4% | Added |
| Atlanta Capital Management Co L L C | 2,324 | $1.10M | 0.00% | +2,324 | New |
| Martin Capital Advisors, LLP | 2,327 | $1.10M | 0.68% | +2,327 | New |
| Fulton Bank, N.A. | 2,329 | $1.11M | 0.05% | +313+15.5% | Added |
| Ti-Trust, Inc | 2,337 | $1.11M | 0.99% | +2,337 | New |
| Maple Capital Management, Inc. | 2,346 | $1.11M | 0.12% | +631+36.8% | Added |
| Fundamentun, LLC | 2,346 | $1.11M | 0.18% | +84+3.7% | Added |
| Chickasaw Capital Management LLC | 2,351 | $1.12M | 0.06% | 00.0% | Unchanged |
| Baker Boyer National Bank | 2,357 | $1.12M | 0.51% | +2,357 | New |
| Ashfield Capital Partners, LLC | 2,357 | $1.12M | 0.07% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 2,359 | $1.12M | 0.28% | −213−8.3% | Reduced |
| Kelly Financial Services LLC | 2,368 | $1.12M | 0.52% | +276+13.2% | Added |
| SRS Capital Advisors, Inc. | 2,369 | $1.13M | 0.14% | +94+4.1% | Added |
| Spring Creek Capital LLC | 2,000 | $1.13M | 0.04% | +2,000 | New |
| Hyman Charles D | 2,386 | $1.13M | 0.07% | 00.0% | Unchanged |
| Farmers National Bank | 2,387 | $1.13M | 0.38% | −162−6.4% | Reduced |
| KLK Capital Management LLC | 2,389 | $1.13M | 1.08% | −270−10.2% | Reduced |
| Balentine LLC | 2,390 | $1.14M | 0.04% | −360−13.1% | Reduced |
| Front Street Capital Management, Inc. | 3,529 | $1.14M | 0.21% | −170−4.6% | Reduced |
| Strategic Asset Management, LLC | 2,421 | $1.15M | 1.60% | −24−1.0% | Reduced |
| Live Oak Private Wealth LLC | 2,429 | $1.15M | 0.22% | −10−0.4% | Reduced |
| Crescent Capital Consulting, LLC | 2,142 | $1.16M | 0.19% | +184+9.4% | Added |
| Hudson Portfolio Management LLC | 2,436 | $1.16M | 1.02% | −924−27.5% | Reduced |
| Scholtz & Company, LLC | 2,439 | $1.16M | 0.37% | +1,057+76.5% | Added |
| Plotkin Financial Advisors, LLC | 2,440 | $1.16M | 0.73% | −757−23.7% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 2,443 | $1.16M | 0.27% | −135−5.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,447 | $1.16M | 0.17% | +90+3.8% | Added |
| Indie Asset Partners, LLC | 2,446 | $1.16M | 0.84% | +230+10.4% | Added |
| Garrison Point Advisors, LLC | 2,448 | $1.16M | 0.77% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 2,448 | $1.16M | 0.65% | +175+7.7% | Added |
| Financial Planners of Cleveland, Inc. | 2,576 | $1.17M | 0.47% | +2,576 | New |
| Leisure Capital Management | 2,457 | $1.17M | 0.54% | +222+9.9% | Added |
| NorthCrest Asset Manangement, LLC | 2,460 | $1.17M | 0.06% | +2,460 | New |
| Sound Income Strategies, LLC | 2,461 | $1.17M | 0.14% | +178+7.8% | Added |
| Investmark Advisory Group LLC | 2,462 | $1.17M | 1.09% | +2,462 | New |
| Resource Consulting Group Inc | 2,465 | $1.17M | 0.41% | +2,465 | New |
| X-Square Capital, LLC | 2,468 | $1.17M | 0.59% | +60+2.5% | Added |
| 360 Financial, Inc. | 2,468 | $1.17M | 0.53% | +393+18.9% | Added |
| Picton Mahoney Asset Management | 2,470 | $1.17M | 0.04% | +360+17.1% | Added |
| Atlas Brown,Inc. | 2,472 | $1.17M | 0.45% | +258+11.7% | Added |
| D L Carlson Investment Group Inc | 2,476 | $1.18M | 0.19% | +2+0.1% | Added |
| Townsend Asset Management Corp | 2,481 | $1.18M | 0.56% | +131+5.6% | Added |
| Schwab Charitable Fund | 2,480 | $1.18M | 0.11% | +1,541+164.1% | Added |
| Frisch Financial Group, Inc. | 2,548 | $1.18M | 0.37% | +639+33.5% | Added |
| Bellwether Advisors, LLC | 2,490 | $1.18M | 0.37% | −24−1.0% | Reduced |
| Boyd Wealth Management, LLC | 2,494 | $1.19M | 0.86% | +2,494 | New |
| CapWealth Advisors, LLC | 2,498 | $1.19M | 0.12% | −224−8.2% | Reduced |
| State Farm Mutual Automobile Insurance Co | 2,500 | $1.19M | 0.00% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 2,504 | $1.19M | 0.93% | +2,504 | New |
| AllSquare Wealth Management LLC | 2,509 | $1.19M | 0.69% | +35+1.4% | Added |
| SWMG, LLC | 2,520 | $1.20M | 0.64% | −161−6.0% | Reduced |
| PBMares Wealth Management LLC | 2,526 | $1.20M | 0.51% | +922+57.5% | Added |
| STRS Ohio | 2,530 | $1.20M | 0.00% | +1,455+135.3% | Added |
| Dean Investment Associates, LLC | 2,536 | $1.20M | 0.21% | +8+0.3% | Added |
| Integrity Financial Corp | 2,535 | $1.20M | 0.89% | +2,535 | New |
| Hourglass Capital, LLC | 2,539 | $1.21M | 0.40% | −9−0.4% | Reduced |
| Capital Research Global Investors | 2,532 | $1.21M | 0.00% | +1,860+276.8% | Added |
| Charles Schwab Trust Co | 2,546 | $1.21M | 0.20% | +599+30.8% | Added |
| KB Financial Partners, LLC | 2,563 | $1.22M | 0.35% | −54−2.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 2,565 | $1.22M | 0.71% | +5+0.2% | Added |
| Capital Planning Advisors, LLC | 2,575 | $1.22M | 0.23% | 00.0% | Unchanged |
| F3Logic, LLC | 2,586 | $1.23M | 0.14% | −57−2.2% | Reduced |
| Ahrens Investment Partners LLC | 2,589 | $1.23M | 0.54% | +33+1.3% | Added |
| Hillman Capital Management, Inc. | 2,591 | $1.23M | 0.42% | +1,776+217.9% | Added |
| Executive Wealth Management, LLC | 2,594 | $1.23M | 0.12% | −220−7.8% | Reduced |
| Affinity Capital Advisors, LLC | 2,601 | $1.24M | 0.37% | −57−2.1% | Reduced |
| Redmont Wealth Advisors LLC | 2,600 | $1.24M | 1.37% | +2,600 | New |
| HITE Hedge Asset Management LLC | 2,612 | $1.24M | 0.14% | +2,612 | New |
| Excalibur Management Corp | 2,624 | $1.25M | 0.50% | −24−0.9% | Reduced |
| Tompkins Financial Corp | 2,624 | $1.25M | 0.22% | +123+4.9% | Added |
| Thompson Davis & Co., Inc. | 2,625 | $1.25M | 1.04% | +2,625 | New |
| Narwhal Capital Management | 2,631 | $1.25M | 0.14% | +2,332+779.9% | Added |
| Somerset Group LLC | 2,635 | $1.25M | 0.84% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 2,639 | $1.25M | 0.07% | +1,834+227.8% | Added |
| Resource Planning Group | 2,641 | $1.25M | 0.84% | −448−14.5% | Reduced |
| Riverview Capital Advisers, LLC | 2,643 | $1.26M | 0.56% | +2,643 | New |