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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 2,644 | $1.26M | 0.24% | +106+4.2% | Added |
| Thrive Capital Management, LLC | 2,647 | $1.26M | 0.82% | −1,179−30.8% | Reduced |
| Vestor Capital, LLC | 2,655 | $1.26M | 0.12% | 00.0% | Unchanged |
| GFG Capital, LLC | 2,666 | $1.27M | 0.38% | +838+45.8% | Added |
| McCutchen Group LLC | 2,667 | $1.27M | 0.22% | +2+0.1% | Added |
| Manhattan West Asset Management, LLC | 2,667 | $1.27M | 0.76% | +2,667 | New |
| Green Square Capital Advisors LLC | 2,683 | $1.27M | 0.25% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 2,684 | $1.27M | 0.12% | +348+14.9% | Added |
| Robinson Value Management, Ltd. | 2,685 | $1.27M | 1.05% | +482+21.9% | Added |
| Wall Capital Group, Inc. | 2,687 | $1.28M | 0.44% | +103+4.0% | Added |
| Core Wealth Advisors, Inc. | 2,688 | $1.28M | 0.76% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 2,705 | $1.28M | 1.20% | +2,705 | New |
| Tempus Wealth Planning, LLC | 2,706 | $1.28M | 0.69% | +60+2.3% | Added |
| Bruderman Asset Management, LLC | 2,715 | $1.29M | 0.99% | −4,558−62.7% | Reduced |
| Curbstone Financial Management Corp | 2,721 | $1.29M | 0.23% | 00.0% | Unchanged |
| Appleton Group, LLC | 2,722 | $1.29M | 1.30% | 00.0% | Unchanged |
| Insight Inv LLC | 2,717 | $1.29M | 1.19% | +2,717 | New |
| Bill Few Associates, Inc. | 2,730 | $1.30M | 0.67% | +2,730 | New |
| Collaborative Wealth Managment Inc. | 2,738 | $1.30M | 0.71% | +2,738 | New |
| Northwest Capital Management Inc | 2,909 | $1.30M | 0.62% | −26−0.9% | Reduced |
| Vickerman Investment Advisors, Inc. | 2,753 | $1.31M | 0.53% | −24−0.9% | Reduced |
| Facet Wealth, Inc. | 2,757 | $1.31M | 0.12% | +124+4.7% | Added |
| Staley Capital Advisers Inc | 2,762 | $1.31M | 0.06% | +10.0% | Added |
| Mitchell Sinkler & Starr | 2,768 | $1.31M | 0.39% | +343+14.1% | Added |
| Essex Private Wealth Management, LLC | 2,780 | $1.32M | 1.11% | +204+7.9% | Added |
| Tru Independence Asset Management 2, LLC | 2,781 | $1.32M | 0.70% | −7,297−72.4% | Reduced |
| Campbell Wealth Management | 2,784 | $1.32M | 0.15% | +150+5.7% | Added |
| Sterling Financial Planning, Inc. | 2,782 | $1.32M | 0.83% | +171+6.5% | Added |
| Onyx Bridge Wealth Group LLC | 2,773 | $1.32M | 0.45% | −365−11.6% | Reduced |
| Horizon Wealth Management, LLC | 2,812 | $1.33M | 0.39% | +2,812 | New |
| West Chester Capital Advisors, Inc | 2,818 | $1.34M | 0.92% | −99−3.4% | Reduced |
| Lumbard & Kellner, LLC | 2,877 | $1.34M | 0.51% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 2,824 | $1.34M | 0.97% | −130−4.4% | Reduced |
| Morningstar Investment Services LLC | 2,828 | $1.34M | 0.01% | +2,828 | New |
| LWS Wealth Advisors, Inc. | 2,830 | $1.34M | 0.55% | −21−0.7% | Reduced |
| LexAurum Advisors, LLC | 2,834 | $1.35M | 0.44% | +401+16.5% | Added |
| BancorpSouth Bank | 2,837 | $1.35M | 0.17% | −20−0.7% | Reduced |
| Ironwood Investment Counsel, LLC | 2,847 | $1.35M | 0.31% | +253+9.8% | Added |
| WealthBridge Investment Counsel Inc. | 2,855 | $1.36M | 0.57% | +225+8.6% | Added |
| JBJ Investment Partners, LLC | 2,859 | $1.36M | 0.28% | 00.0% | Unchanged |
| London Co of Virginia | 2,864 | $1.36M | 0.01% | +1,837+178.9% | Added |
| Exchange Capital Management, Inc. | 2,868 | $1.36M | 0.25% | −27−0.9% | Reduced |
| Trilogy Capital Inc. | 2,877 | $1.37M | 0.10% | +1,232+74.9% | Added |
| WC Walker & Associates, Inc. | 2,945 | $1.37M | 0.68% | −148−4.8% | Reduced |
| Wharton Business Group, LLC | 2,885 | $1.37M | 0.08% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 2,885 | $1.37M | 0.36% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 2,888 | $1.37M | 0.39% | −15−0.5% | Reduced |
| SignalPoint Asset Management, LLC | 2,898 | $1.38M | 0.42% | +18+0.6% | Added |
| First Personal Financial Services | 2,900 | $1.38M | 0.31% | +1,775+157.8% | Added |
| Hayden Royal, LLC | 2,915 | $1.39M | 3.25% | −3,593−55.2% | Reduced |
| ONE Advisory Partners, LLC | 2,926 | $1.39M | 0.79% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 2,929 | $1.39M | 0.76% | −443−13.1% | Reduced |
| Butensky & Cohen Financial Security, Inc | 2,952 | $1.40M | 0.50% | −16−0.5% | Reduced |
| Prosperity Consulting Group, LLC | 3,068 | $1.40M | 1.05% | +3,068 | New |
| Maltin Wealth Management, Inc. | 2,960 | $1.41M | 0.85% | −25−0.8% | Reduced |
| Howard Capital Management Inc. | 2,976 | $1.41M | 0.17% | +2,976 | New |
| Trail Ridge Investment Advisors, LLC | 2,982 | $1.42M | 0.85% | +2,982 | New |
| Wipfli Financial Advisors LLC, | 2,988 | $1.42M | 0.16% | −15−0.5% | Reduced |
| Symmetry Investments LP | 3,000 | $1.43M | 0.74% | −25,300−89.4% | Reduced |
| Chartwell Investment Partners, LLC | 3,003 | $1.43M | 0.04% | −510−14.5% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 3,006 | $1.43M | 0.40% | +570+23.4% | Added |
| Biltmore Capital Advisors LLC | 3,012 | $1.43M | 0.24% | −154−4.9% | Reduced |
| Opal Wealth Advisors, LLC | 3,016 | $1.43M | 0.91% | +2,266+302.1% | Added |
| Advisory Alpha, LLC | 3,029 | $1.44M | 0.08% | −449−12.9% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 3,276 | $1.44M | 1.17% | +3,276 | New |
| Culbertson A N & Co Inc | 3,045 | $1.45M | 0.27% | −75−2.4% | Reduced |
| Tranquility Partners, LLC | 3,050 | $1.45M | 0.67% | +666+27.9% | Added |
| Ascent Group, LLC | 3,306 | $1.45M | 0.18% | +3,306 | New |
| Kidder Stephen W | 3,050 | $1.45M | 0.44% | −250−7.6% | Reduced |
| Shakespeare Wealth Management, Inc. | 3,053 | $1.45M | 0.52% | −415−12.0% | Reduced |
| 9258 Wealth Management, LLC | 3,052 | $1.45M | 0.33% | +367+13.7% | Added |
| Archford Capital Strategies, LLC | 3,059 | $1.45M | 0.33% | −62−2.0% | Reduced |
| Professional Advisory Services Inc | 3,061 | $1.45M | 0.20% | −82−2.6% | Reduced |
| Mattern Capital Management, LLC | 3,062 | $1.45M | 0.25% | −56−1.8% | Reduced |
| Moneda S.A. Administradora General de Fondos | 3,104 | $1.47M | 0.83% | +1,052+51.3% | Added |
| Valicenti Advisory Services Inc | 3,111 | $1.48M | 0.37% | −110−3.4% | Reduced |
| Old Port Advisors | 3,158 | $1.48M | 0.50% | −4−0.1% | Reduced |
| Isthmus Partners, LLC | 3,119 | $1.48M | 0.25% | +1,332+74.5% | Added |
| Clarkston Capital Partners, LLC | 3,127 | $1.49M | 0.03% | +540+20.9% | Added |
| Compass Financial Advisors LLC | 3,129 | $1.49M | 1.64% | +3,129 | New |
| Garner Asset Management Corp | 3,137 | $1.49M | 0.62% | +7+0.2% | Added |
| Acorn Financial Advisory Services Inc | 3,139 | $1.49M | 0.30% | +10+0.3% | Added |
| Monetary Management Group Inc | 3,141 | $1.49M | 0.37% | +75+2.4% | Added |
| Cahaba Wealth Management, Inc. | 3,142 | $1.49M | 0.20% | +142+4.7% | Added |
| Acorn Wealth Advisors, LLC | 3,146 | $1.49M | 0.95% | −194−5.8% | Reduced |
| Two Sigma Securities, LLC | 3,147 | $1.50M | 0.29% | −35,848−91.9% | Reduced |
| Shaker Investments LLC | 3,156 | $1.50M | 0.65% | +4+0.1% | Added |
| Reilly Financial Advisors, LLC | 3,161 | $1.50M | 0.11% | +318+11.2% | Added |
| Woodmont Investment Counsel LLC | 3,170 | $1.51M | 0.19% | −86−2.6% | Reduced |
| Fairview Capital Investment Management, LLC | 3,176 | $1.51M | 0.10% | −150−4.5% | Reduced |
| Amussen Hunsaker Associates LLC | 3,169 | $1.51M | 0.36% | −310−8.9% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 3,182 | $1.51M | 0.21% | −94−2.9% | Reduced |
| LVW Advisors, LLC | 3,181 | $1.51M | 0.26% | −13−0.4% | Reduced |
| Blue Chip Partners, Inc. | 3,199 | $1.52M | 0.19% | +46+1.5% | Added |
| Endurance Wealth Management, Inc. | 3,197 | $1.52M | 0.16% | +121+3.9% | Added |
| Intelligence Driven Advisers, LLC | 3,504 | $1.52M | 0.28% | −29−0.8% | Reduced |
| Annapolis Financial Services, LLC | 3,208 | $1.52M | 0.47% | 00.0% | Unchanged |
| Archer Investment Corp | 3,213 | $1.53M | 0.52% | −120−3.6% | Reduced |
| Delta Asset Management LLC | 3,220 | $1.53M | 0.14% | +1,622+101.5% | Added |
| Edgar Lomax Co | 3,223 | $1.53M | 0.09% | −462−12.5% | Reduced |