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
- 3,182
- +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
47 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 |
|---|---|---|---|---|---|
| TCTC Holdings, LLC | 4,496 | $2.13M | 0.09% | −36−0.8% | Reduced |
| Toth Financial Advisory Corp | 4,504 | $2.14M | 0.29% | −130−2.8% | Reduced |
| Legacy Private Trust Co. | 4,510 | $2.14M | 0.16% | +1,680+59.4% | Added |
| Joseph P. Lucia & Associates, LLC | 4,526 | $2.15M | 1.37% | −14−0.3% | Reduced |
| Baystate Wealth Management LLC | 4,545 | $2.16M | 0.19% | +2,032+80.9% | Added |
| Wambolt & Associates, LLC | 4,549 | $2.16M | 0.78% | −60−1.3% | Reduced |
| Cedrus LLC | 4,549 | $2.16M | 2.08% | +4,549 | New |
| Visionary Wealth Advisors | 4,561 | $2.17M | 0.18% | +32+0.7% | Added |
| Country Trust Bank | 4,564 | $2.17M | 0.06% | +16+0.4% | Added |
| Omnia Family Wealth, LLC | 4,559 | $2.17M | 1.32% | +92+2.1% | Added |
| White Lighthouse Investment Management Inc. | 4,597 | $2.18M | 0.54% | +12+0.3% | Added |
| Mosaic Family Wealth, LLC | 4,598 | $2.18M | 0.57% | +78+1.7% | Added |
| Adams Chetwood Wealth Management LLC | 4,605 | $2.19M | 1.49% | −92−2.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,608 | $2.19M | 0.66% | +11+0.2% | Added |
| United Maritime Capital LLC | 4,600 | $2.19M | 2.53% | −400−8.0% | Reduced |
| Octavia Wealth Advisors, LLC | 4,605 | $2.19M | 0.47% | +756+19.6% | Added |
| USAdvisors Wealth Management, LLC | 4,622 | $2.20M | 0.89% | −1,333−22.4% | Reduced |
| Southern Wealth Management, LLP | 4,623 | $2.20M | 0.87% | +1,174+34.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 4,626 | $2.20M | 0.82% | +1,646+55.2% | Added |
| SeaBridge Investment Advisors LLC | 4,655 | $2.21M | 0.71% | +370+8.6% | Added |
| Tyler-Stone Wealth Management | 4,667 | $2.22M | 1.18% | +4,667 | New |
| Affinity Wealth Management LLC | 4,873 | $2.22M | 0.46% | −210−4.1% | Reduced |
| Braun-Bostich & Associates Inc. | 4,873 | $2.22M | 0.53% | +4,103+532.9% | Added |
| Rice Partnership, LLC | 4,678 | $2.22M | 0.63% | +209+4.7% | Added |
| Miller Value Partners, LLC | 4,685 | $2.23M | 0.08% | +3,498+294.7% | Added |
| WealthShield Partners, LLC | 4,690 | $2.23M | 0.37% | +1,346+40.3% | Added |
| Pinnacle Private Wealth, LLC | 4,698 | $2.23M | 0.70% | +4,698 | New |
| MBA Advisors LLC | 4,726 | $2.25M | 1.39% | +60+1.3% | Added |
| Coastal Investment Advisors, Inc. | 4,735 | $2.25M | 0.49% | −90−1.9% | Reduced |
| ML & R Wealth Management LLC | 4,743 | $2.25M | 0.84% | +4,743 | New |
| Intergy Private Wealth, LLC | 4,747 | $2.25M | 1.76% | +4,747 | New |
| Marks Group Wealth Management, Inc | 4,754 | $2.26M | 0.28% | +3,870+437.8% | Added |
| Lokken Investment Group LLC | 4,761 | $2.26M | 1.61% | −24−0.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,760 | $2.26M | 0.43% | +43+0.9% | Added |
| Bull Street Advisors, LLC | 4,762 | $2.26M | 1.08% | +100+2.1% | Added |
| First PREMIER Bank | 4,766 | $2.26M | 0.59% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 4,767 | $2.26M | 0.51% | −109−2.2% | Reduced |
| Cary Street Partners Asset Management LLC | 4,776 | $2.27M | 0.49% | +875+22.4% | Added |
| Horizon Investment Services, LLC | 4,783 | $2.27M | 1.04% | +50+1.1% | Added |
| Vaughan David Investments LLC | 4,785 | $2.27M | 0.07% | −485−9.2% | Reduced |
| Delta Investment Management, LLC | 4,786 | $2.27M | 0.65% | −84−1.7% | Reduced |
| Horizon Investments, LLC | 4,797 | $2.28M | 0.07% | −739−13.3% | Reduced |
| Ulland Investment Advisors, LLC | 4,799 | $2.28M | 1.45% | +4,799 | New |
| Camelot Portfolios, LLC | 4,801 | $2.28M | 0.92% | +3,961+471.5% | Added |
| Perennial Investment Advisors, LLC | 4,804 | $2.28M | 0.71% | +1,649+52.3% | Added |
| Capital City Trust Co | 4,810 | $2.29M | 0.65% | −273−5.4% | Reduced |
| DFPG Investments, LLC | 5,118 | $2.29M | 0.96% | +450+9.6% | Added |
| SVB Wealth Advisory, Inc. | 4,810 | $2.29M | 1.52% | +118+2.5% | Added |
| Sabal Trust CO | 4,833 | $2.29M | 0.15% | −125−2.5% | Reduced |
| McBroom & Associates, LLC | 4,833 | $2.29M | 1.73% | +4,833 | New |
| Hardy Reed LLC | 4,841 | $2.30M | 0.38% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 4,856 | $2.31M | 1.35% | −156−3.1% | Reduced |
| Arlington Partners LLC | 4,866 | $2.31M | 0.62% | +2,563+111.3% | Added |
| Wealth Advisors, Inc. | 4,867 | $2.31M | 0.80% | −5−0.1% | Reduced |
| BCR Wealth Strategies, LLC | 4,889 | $2.32M | 2.20% | +4,889 | New |
| HCR Wealth Advisors | 4,905 | $2.33M | 0.36% | +130+2.7% | Added |
| Rappaport Reiches Capital Management, LLC | 4,910 | $2.33M | 2.00% | +1,712+53.5% | Added |
| Verity Asset Management, Inc. | 4,911 | $2.33M | 1.38% | −10,976−69.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,927 | $2.34M | 0.24% | +1,734+54.3% | Added |
| Cooper/Haims Advisors, LLC | 4,945 | $2.35M | 1.45% | +8+0.2% | Added |
| Hamilton Capital, LLC | 4,947 | $2.35M | 0.18% | −35−0.7% | Reduced |
| First Trust Advisors LP | 4,952 | $2.35M | 0.00% | 00.0% | Unchanged |
| Bluestein R H & Co | 4,965 | $2.36M | 0.08% | −4,592−48.0% | Reduced |
| Vectors Research Management, LLC | 4,968 | $2.36M | 0.50% | −253−4.8% | Reduced |
| HNP Capital LLC | 4,968 | $2.36M | 0.53% | −253−4.8% | Reduced |
| Edge Wealth Management LLC | 4,972 | $2.36M | 0.43% | +171+3.6% | Added |
| TrinityPoint Wealth, LLC | 4,974 | $2.36M | 0.42% | +347+7.5% | Added |
| SIG North Trading, ULC | 4,973 | $2.36M | 0.60% | +4,973 | New |
| Bowling Portfolio Management LLC | 4,977 | $2.36M | 0.49% | 00.0% | Unchanged |
| SP Asset Management | 5,229 | $2.37M | 0.24% | +1,541+41.8% | Added |
| Gemmer Asset Management LLC | 4,990 | $2.37M | 0.28% | +58+1.2% | Added |
| Fiduciary Group LLC | 4,994 | $2.37M | 0.26% | +340+7.3% | Added |
| Autonomy Capital (Jersey) L.P. | 5,000 | $2.38M | 3.88% | −36,624−88.0% | Reduced |
| Revolve Wealth Partners, LLC | 5,012 | $2.38M | 0.69% | +5,012 | New |
| Wealth Enhancement Advisory Services, LLC | 5,320 | $2.38M | 0.03% | +77+1.5% | Added |
| Rollins Financial | 5,029 | $2.39M | 0.69% | +5,029 | New |
| Sky Investment Group LLC | 5,030 | $2.39M | 0.48% | +95+1.9% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 5,030 | $2.39M | 0.13% | +178+3.7% | Added |
| Ameliora Wealth Management Ltd. | 5,552 | $2.40M | 2.20% | +5,552 | New |
| Summit Place Financial Advisors, LLC | 5,059 | $2.40M | 1.66% | −34−0.7% | Reduced |
| Home Federal Bank of Tennessee | 5,069 | $2.41M | 0.80% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 5,076 | $2.41M | 1.67% | +20+0.4% | Added |
| Keebeck Alpha, LP | 5,080 | $2.41M | 0.87% | −694−12.0% | Reduced |
| Marshall & Sullivan Inc | 5,087 | $2.42M | 1.16% | −11−0.2% | Reduced |
| Leeward Financial Partners, LLC | 5,099 | $2.42M | 1.51% | +5,099 | New |
| Levin Capital Strategies, L.P. | 5,110 | $2.43M | 0.23% | −1,110−17.8% | Reduced |
| Inspirion Wealth Advisors, LLC | 5,117 | $2.43M | 0.51% | −133−2.5% | Reduced |
| Teamwork Financial Advisors, LLC | 5,126 | $2.44M | 0.45% | +264+5.4% | Added |
| Insight Advisors, LLC | 5,129 | $2.44M | 0.72% | +414+8.8% | Added |
| Alley Co LLC | 5,132 | $2.44M | 0.39% | +233+4.8% | Added |
| Gilbert & Cook, Inc. | 5,140 | $2.44M | 0.39% | −23−0.4% | Reduced |
| Towerpoint Wealth, LLC | 5,151 | $2.45M | 1.16% | +16+0.3% | Added |
| Geneva Partners, LLC | 5,164 | $2.45M | 1.22% | +4+0.1% | Added |
| Wealthquest Corp | 5,172 | $2.46M | 0.38% | −219−4.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,179 | $2.46M | 0.24% | +585+12.7% | Added |
| High Net Worth Advisory Group LLC | 5,187 | $2.46M | 0.86% | +5,187 | New |
| Trillium Asset Management, LLC | 5,214 | $2.48M | 0.06% | +218+4.4% | Added |
| Asset Management Group, Inc. | 5,219 | $2.48M | 0.49% | −112−2.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,247 | $2.49M | 1.21% | +43+0.8% | Added |
| Nelson Capital Management, LLC | 5,253 | $2.50M | 0.46% | +195+3.9% | Added |