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 |
|---|---|---|---|---|---|
| MA Private Wealth | 3,230 | $1.53M | 0.28% | +1,637+102.8% | Added |
| Pekin Hardy Strauss, Inc. | 3,232 | $1.53M | 0.21% | −289−8.2% | Reduced |
| Truadvice, LLC | 3,415 | $1.54M | 1.45% | −3,346−49.5% | Reduced |
| Solstein Capital, LLC | 3,252 | $1.54M | 0.93% | −280−7.9% | Reduced |
| Pin Oak Investment Advisors Inc | 3,259 | $1.55M | 1.57% | +2+0.1% | Added |
| Motco | 3,263 | $1.55M | 0.10% | −1,661−33.7% | Reduced |
| Vienna Asset Management LLC | 3,266 | $1.55M | 1.41% | +3,266 | New |
| Cottage Street Advisors LLC | 3,278 | $1.56M | 0.88% | +337+11.5% | Added |
| River Wealth Advisors LLC | 3,282 | $1.56M | 0.24% | −390−10.6% | Reduced |
| Randolph Co Inc | 3,282 | $1.56M | 0.19% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 3,284 | $1.56M | 0.53% | +90+2.8% | Added |
| Premier Asset Management LLC | 3,290 | $1.56M | 0.27% | +29+0.9% | Added |
| Cim, LLC | 3,599 | $1.56M | 0.29% | −14,900−80.5% | Reduced |
| Roberts Wealth Advisors, LLC | 3,275 | $1.56M | 0.56% | +688+26.6% | Added |
| Hanson & Doremus Investment Management | 3,294 | $1.56M | 0.33% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 3,296 | $1.57M | 0.67% | −195−5.6% | Reduced |
| Droms Strauss Advisors Inc | 3,301 | $1.57M | 0.70% | −107−3.1% | Reduced |
| Manchester Financial Inc | 3,306 | $1.57M | 0.55% | +121+3.8% | Added |
| Alpha DNA Investment Management LLC | 44,657 | $1.57M | 1.00% | +41,978+1,566.9% | Added |
| EPG Wealth Management LLC | 3,318 | $1.58M | 0.55% | −7−0.2% | Reduced |
| Michael B. Yongue | 3,333 | $1.58M | 1.05% | −272−7.5% | Reduced |
| Cornerstone Management, Inc. | 3,338 | $1.59M | 0.44% | −232−6.5% | Reduced |
| Capital Analysts, LLC | 3,343 | $1.59M | 0.10% | +2+0.1% | Added |
| Stack Financial Management, Inc | 3,347 | $1.59M | 0.14% | −5−0.1% | Reduced |
| Northstar Group, Inc. | 3,353 | $1.59M | 0.38% | +20+0.6% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,357 | $1.59M | 0.58% | −15−0.4% | Reduced |
| First American Trust, FSB | 3,357 | $1.59M | 0.22% | −5−0.1% | Reduced |
| Rhumbline Advisers | 3,361 | $1.60M | 0.00% | −6,524−66.0% | Reduced |
| Weinberger Asset Management, Inc | 3,362 | $1.60M | 1.31% | +3,362 | New |
| Traynor Capital Management, Inc. | 3,363 | $1.60M | 0.19% | −195−5.5% | Reduced |
| Private Wealth Group, LLC | 3,368 | $1.60M | 1.08% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 3,375 | $1.60M | 0.02% | +10.0% | Added |
| Red Cedar Capital, LLC | 3,381 | $1.61M | 0.92% | +85+2.6% | Added |
| Cranbrook Wealth Management, LLC | 3,401 | $1.61M | 0.34% | −75−2.2% | Reduced |
| Lee Danner & Bass Inc | 3,402 | $1.62M | 0.14% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 3,403 | $1.62M | 0.89% | +2,803+467.2% | Added |
| Hall Laurie J Trustee | 3,410 | $1.62M | 0.57% | −22−0.6% | Reduced |
| HC Advisors, LLC | 3,415 | $1.62M | 1.00% | −59−1.7% | Reduced |
| American National Bank | 3,422 | $1.63M | 0.32% | +58+1.7% | Added |
| Ayrshire Capital Management LLC | 3,423 | $1.63M | 0.83% | −53−1.5% | Reduced |
| Pictet North America Advisors SA | 3,426 | $1.63M | 0.16% | 00.0% | Unchanged |
| Bangor Savings Bank | 3,440 | $1.63M | 0.16% | −87−2.5% | Reduced |
| Citizens & Northern Corp | 3,453 | $1.64M | 0.59% | 00.0% | Unchanged |
| BCS Wealth Management | 3,459 | $1.64M | 0.59% | +14+0.4% | Added |
| One Day In July LLC | 3,462 | $1.64M | 0.35% | +12+0.3% | Added |
| Silverlake Wealth Management LLC | 3,471 | $1.65M | 0.89% | +3,471 | New |
| Gilman Hill Asset Management, LLC | 3,477 | $1.65M | 0.37% | −5−0.1% | Reduced |
| Clear Perspective Advisors, LLC | 3,479 | $1.65M | 0.50% | −95−2.7% | Reduced |
| Clearwater Capital Advisors, LLC | 3,479 | $1.65M | 0.18% | +132+3.9% | Added |
| Credential Qtrade Securities Inc. | 3,485 | $1.65M | 0.11% | +251+7.8% | Added |
| CFS Investment Advisory Services, LLC | 3,678 | $1.66M | 0.22% | +71+2.0% | Added |
| Tiemann Investment Advisors, LLC | 3,487 | $1.66M | 0.70% | +2,250+181.9% | Added |
| Kings Point Capital Management | 3,490 | $1.66M | 0.14% | +241+7.4% | Added |
| CoreFirst Bank & Trust | 3,500 | $1.66M | 1.07% | 00.0% | Unchanged |
| Navellier & Associates Inc | 3,500 | $1.66M | 0.24% | +225+6.9% | Added |
| Magnus Financial Group LLC | 3,502 | $1.66M | 0.32% | +51+1.5% | Added |
| Banta Asset Management LP | 3,503 | $1.66M | 1.24% | −369−9.5% | Reduced |
| Renaissance Investment Group LLC | 3,509 | $1.67M | 0.40% | −134−3.7% | Reduced |
| Fermata Advisors, LLC | 3,507 | $1.67M | 0.61% | −41−1.2% | Reduced |
| First Commonwealth Financial Corp | 3,513 | $1.67M | 0.54% | −89−2.5% | Reduced |
| High Probability Advisors, LLC | 3,520 | $1.67M | 0.62% | +373+11.9% | Added |
| Aviance Capital Partners, LLC | 3,543 | $1.68M | 0.28% | +94+2.7% | Added |
| BlackDiamond Wealth Management Inc. | 3,548 | $1.69M | 1.93% | +3,548 | New |
| XML Financial, LLC | 3,550 | $1.69M | 0.20% | +79+2.3% | Added |
| Sterling Investment Advisors, Ltd. | 3,559 | $1.69M | 0.48% | −228−6.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,560 | $1.69M | 0.12% | +855+31.6% | Added |
| Forte Capital LLC | 3,562 | $1.69M | 0.21% | −483−11.9% | Reduced |
| Sensible Financial Planning & Management, LLC. | 3,565 | $1.69M | 0.48% | −11−0.3% | Reduced |
| Compton Capital Management Inc | 3,566 | $1.69M | 0.44% | −287−7.4% | Reduced |
| Northside Capital Management, LLC | 3,573 | $1.70M | 0.45% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 3,577 | $1.70M | 0.41% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,587 | $1.70M | 0.56% | +241+7.2% | Added |
| Girard Partners Ltd. | 3,588 | $1.70M | 0.19% | −109−2.9% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $1.71M | 0.33% | +17+0.5% | Added |
| JNBA Financial Advisors | 3,596 | $1.71M | 0.21% | −41−1.1% | Reduced |
| Oberweis Asset Management Inc | 3,599 | $1.71M | 0.31% | +12+0.3% | Added |
| Bennett Selby Investments LP | 3,620 | $1.72M | 0.99% | +369+11.4% | Added |
| Cable Hill Partners, LLC | 3,633 | $1.73M | 0.36% | 00.0% | Unchanged |
| HM Capital Management, LLC | 3,636 | $1.73M | 0.66% | −487−11.8% | Reduced |
| Brand Asset Management Group, Inc. | 3,646 | $1.73M | 0.78% | −75−2.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,654 | $1.74M | 0.29% | −198−5.1% | Reduced |
| Stoneridge Investment Partners LLC | 3,676 | $1.75M | 0.81% | −164−4.3% | Reduced |
| Violich Capital Management, Inc. | 3,678 | $1.75M | 0.25% | +393+12.0% | Added |
| Hancock Whitney Investment Services Inc. | 3,685 | $1.75M | 0.30% | +3,685 | New |
| JustInvest LLC | 3,687 | $1.75M | 0.10% | +1,979+115.9% | Added |
| Courage Capital Management LLC | 3,700 | $1.76M | 1.18% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,700 | $1.76M | 0.18% | +267+7.8% | Added |
| Continuum Advisory, LLC | 5,052 | $1.76M | 0.40% | +1,800+55.4% | Added |
| Bank of Nova Scotia Trust Co | 3,710 | $1.76M | 0.15% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 3,713 | $1.76M | 0.23% | +3,713 | New |
| Proquility Private Wealth Partners, LLC | 1,758,414 | $1.76M | 0.62% | +1,758,414 | New |
| MPS Loria Financial Planners, LLC | 3,718 | $1.77M | 0.72% | −27−0.7% | Reduced |
| Robbins Farley LLC | 3,725 | $1.77M | 1.31% | +3,725 | New |
| Stillwater Investment Management, LLC | 3,731 | $1.77M | 0.44% | −114−3.0% | Reduced |
| Advanced Asset Management Advisors Inc | 3,733 | $1.77M | 0.37% | −137−3.5% | Reduced |
| Consilio Wealth Advisors, LLC | 3,748 | $1.78M | 1.38% | +3,748 | New |
| Palladium Partners LLC | 3,737 | $1.78M | 0.07% | +20+0.5% | Added |
| Triangle Securities Wealth Management | 3,757 | $1.78M | 0.56% | −184−4.7% | Reduced |
| Ironwood Financial, llc | 3,761 | $1.79M | 0.49% | +104+2.8% | Added |
| Penbrook Management LLC | 3,762 | $1.79M | 1.08% | 00.0% | Unchanged |