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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Resources Management Corp | 8,626 | $4.10M | 0.53% | −230−2.6% | Reduced |
| Omega Financial Group, LLC | 8,632 | $4.10M | 1.82% | +26+0.3% | Added |
| Sage Rhino Capital LLC | 8,647 | $4.11M | 1.15% | −44−0.5% | Reduced |
| Marcum Wealth, LLC | 8,647 | $4.11M | 0.57% | +4,554+111.3% | Added |
| Alera Investment Advisors, LLC | 8,716 | $4.14M | 1.13% | −60−0.7% | Reduced |
| Clark Capital Management Group, Inc. | 8,721 | $4.14M | 0.05% | +7,474+599.4% | Added |
| Market Street Wealth Management Advisors LLC | 8,724 | $4.14M | 1.35% | −176−2.0% | Reduced |
| Evernest Financial Advisors, LLC | 8,280 | $4.15M | 2.15% | +8,280 | New |
| Bickling Financial Services, Inc. | 8,769 | $4.17M | 2.02% | −91−1.0% | Reduced |
| Cozad Asset Management Inc | 8,794 | $4.18M | 0.59% | +286+3.4% | Added |
| Unionview, LLC | 8,796 | $4.18M | 3.91% | +8,796 | New |
| Laird Norton Trust Company, LLC | 8,796 | $4.18M | 0.39% | −177−2.0% | Reduced |
| Cedar Brook Financial Partners, LLC | 8,812 | $4.18M | 1.07% | +758+9.4% | Added |
| RKL Wealth Management LLC | 8,836 | $4.20M | 0.50% | −34−0.4% | Reduced |
| Wunderlich Capital Managemnt | 8,867 | $4.21M | 1.88% | +3,461+64.0% | Added |
| Clare Market Investments LLC | 8,901 | $4.23M | 1.18% | +1,260+16.5% | Added |
| Private Ocean, LLC | 8,916 | $4.24M | 0.50% | −152−1.7% | Reduced |
| Man Group plc | 8,927 | $4.24M | 0.01% | +1,985+28.6% | Added |
| Metlife Inc | 9,866 | $4.25M | 38.52% | −30−0.3% | Reduced |
| Signature Securities Group Corporation | 8,943 | $4.26M | 1.31% | +1,727+23.9% | Added |
| Private Portfolio Partners LLC | 8,970 | $4.26M | 1.09% | −222−2.4% | Reduced |
| Annex Advisory Services, LLC | 8,971 | $4.26M | 0.29% | +2,159+31.7% | Added |
| Upper Left Wealth Management, LLC | 8,960 | $4.27M | 4.26% | +8,960 | New |
| RiverTree Advisors, LLC | 9,053 | $4.30M | 2.75% | −79−0.9% | Reduced |
| Bridgewater Advisors Inc. | 9,062 | $4.30M | 0.95% | −164−1.8% | Reduced |
| Phoenix Holdings Ltd. | 9,079 | $4.31M | 0.07% | −4,724−34.2% | Reduced |
| Alerus Financial NA | 9,095 | $4.32M | 0.35% | +4,977+120.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 9,119 | $4.33M | 0.32% | +276+3.1% | Added |
| John W. Brooker & Co., CPAs | 9,121 | $4.33M | 2.23% | 00.0% | Unchanged |
| Garde Capital, Inc. | 9,136 | $4.34M | 0.42% | +14+0.2% | Added |
| First City Capital Management, Inc. | 9,672 | $4.34M | 2.44% | +1,036+12.0% | Added |
| Strategy Asset Managers LLC | 9,178 | $4.36M | 1.13% | −9,225−50.1% | Reduced |
| Morton Brown Family Wealth, LLC | 9,149 | $4.36M | 3.34% | +9,149 | New |
| Bar Harbor Trust Services | 9,255 | $4.40M | 1.18% | −102−1.1% | Reduced |
| Harbor Investment Advisory, LLC | 9,288 | $4.41M | 0.56% | +1,451+18.5% | Added |
| Front Barnett Associates LLC | 9,305 | $4.42M | 0.41% | −58−0.6% | Reduced |
| Toroso Investments, LLC | 9,304 | $4.42M | 0.14% | +47+0.5% | Added |
| Greenup Street Wealth Management LLC | 9,310 | $4.42M | 2.66% | +9,310 | New |
| Everett Harris & Co | 9,315 | $4.42M | 0.06% | +1,362+17.1% | Added |
| Donaldson Capital Management, LLC | 9,323 | $4.43M | 0.19% | +137+1.5% | Added |
| Provence Wealth Management Group | 9,324 | $4.43M | 5.01% | +9,324 | New |
| Logan Stone Capital, LLC | 9,335 | $4.43M | 4.42% | +9,335 | New |
| HBK Sorce Advisory LLC | 9,346 | $4.44M | 0.22% | −88−0.9% | Reduced |
| TCWP LLC | 9,351 | $4.44M | 0.88% | +9,351 | New |
| Helen Stephens Group, LLC | 9,387 | $4.46M | 3.57% | +9,387 | New |
| Budros, Ruhlin & Roe, Inc. | 9,398 | $4.46M | 0.48% | −258−2.7% | Reduced |
| WSFS Capital Management, LLC | 9,403 | $4.47M | 1.70% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 9,403 | $4.47M | 2.58% | +215+2.3% | Added |
| Founders Capital Management, LLC | 9,405 | $4.47M | 0.97% | +3,966+72.9% | Added |
| PCG Wealth Advisors, LLC | 9,441 | $4.47M | 3.11% | +9,441 | New |
| Peregrine Asset Advisers, Inc. | 9,427 | $4.48M | 1.82% | +11+0.1% | Added |
| Family Legacy, Inc. | 9,538 | $4.48M | 1.83% | +20+0.2% | Added |
| Richmond Hill Investments, LLC | 9,479 | $4.50M | 1.47% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 9,486 | $4.51M | 2.30% | −330−3.4% | Reduced |
| Madden Advisory Services, Inc. | 9,486 | $4.51M | 2.96% | −34−0.4% | Reduced |
| Rehmann Capital Advisory Group | 9,537 | $4.53M | 0.42% | +205+2.2% | Added |
| Lakeview Capital Partners, LLC | 9,548 | $4.54M | 2.65% | −3,373−26.1% | Reduced |
| Sassicaia Capital Advisers LLC | 9,548 | $4.54M | 31.25% | +6,848+253.6% | Added |
| Roberts Glore & Co Inc | 9,572 | $4.55M | 1.20% | −1,448−13.1% | Reduced |
| Daiwa Securities Group Inc. | – | $4.57M | 0.03% | – | – |
| Round Rock Advisors, LLC | 9,638 | $4.58M | 2.03% | +5,791+150.5% | Added |
| Personal Cfo Solutions, LLC | 9,727 | $4.62M | 0.86% | +636+7.0% | Added |
| HBW Advisory Services LLC | 9,749 | $4.63M | 1.08% | −77−0.8% | Reduced |
| Gamble Jones Investment Counsel | 9,763 | $4.64M | 0.27% | +38+0.4% | Added |
| Founders Financial Alliance, LLC | 9,772 | $4.64M | 1.87% | −809−7.6% | Reduced |
| Farmers & Merchants Investments Inc | 9,799 | $4.65M | 0.17% | −256−2.5% | Reduced |
| Woodstock Corp | 9,820 | $4.66M | 0.49% | −127−1.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 9,823 | $4.67M | 1.70% | +9,823 | New |
| Cypress Capital Group | 9,858 | $4.68M | 0.59% | −537−5.2% | Reduced |
| United Bank | 9,859 | $4.68M | 0.58% | +1,129+12.9% | Added |
| ELCO Management Co., LLC | 9,882 | $4.69M | 3.35% | +20.0% | Added |
| Stevard, LLC | 9,892 | $4.70M | 3.34% | −6,185−38.5% | Reduced |
| Desjardins Global Asset Management Inc. | 9,891 | $4.70M | 0.40% | +9,891 | New |
| Kinloch Capital, LLC | 9,899 | $4.70M | 2.91% | +1,645+19.9% | Added |
| Deltec Asset Management LLC | 9,903 | $4.70M | 0.77% | −19,809−66.7% | Reduced |
| ARGI Investment Services, LLC | 9,911 | $4.71M | 0.14% | +171+1.8% | Added |
| ICONIQ Capital, LLC | 9,912 | $4.71M | 0.03% | −138−1.4% | Reduced |
| Asset Advisors Investment Management, LLC | 9,916 | $4.71M | 0.47% | −99−1.0% | Reduced |
| Bragg Financial Advisors, Inc | 10,984 | $4.71M | 0.30% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9,936 | $4.72M | 0.42% | −176−1.7% | Reduced |
| Orca Investment Management, LLC | 9,952 | $4.73M | 3.88% | −330−3.2% | Reduced |
| Samalin Investment Counsel, LLC | 9,956 | $4.73M | 2.84% | −1,126−10.2% | Reduced |
| Kearns & Associates LLC | 9,981 | $4.74M | 4.63% | +9,981 | New |
| SFG Wealth Management, LLC. | 9,984 | $4.74M | 4.22% | +9,984 | New |
| SkyView Investment Advisors, LLC | 6,612 | $4.75M | 1.07% | +2,329+54.4% | Added |
| Intrepid Family Office LLC | 10,000 | $4.75M | 5.53% | +10,000 | New |
| One Capital Management, LLC | 10,006 | $4.75M | 0.36% | +5,389+116.7% | Added |
| LVM Capital Management Ltd | 10,030 | $4.76M | 0.64% | −170−1.7% | Reduced |
| Capital Insight Partners, LLC | 10,072 | $4.78M | 0.97% | −468−4.4% | Reduced |
| Pitcairn Co | 10,073 | $4.78M | 0.31% | −152−1.5% | Reduced |
| Wimmer Associates 1, LLC | 10,082 | $4.79M | 2.57% | 00.0% | Unchanged |
| Roundview Capital LLC | 10,120 | $4.81M | 0.48% | −15−0.1% | Reduced |
| LCNB Corp | 10,123 | $4.81M | 2.20% | +328+3.3% | Added |
| Burns J W & Co Inc | 10,139 | $4.82M | 0.70% | −108−1.1% | Reduced |
| Doyle Wealth Management | 10,140 | $4.82M | 0.35% | +249+2.5% | Added |
| Pitti Group Wealth Management, LLC | 10,171 | $4.83M | 5.39% | +10,171 | New |
| Schechter Investment Advisors, LLC | 10,187 | $4.84M | 0.44% | +10,187 | New |
| Rede Wealth, LLC | 10,191 | $4.84M | 2.43% | −147−1.4% | Reduced |
| American Trust | 10,189 | $4.84M | 0.37% | +10,189 | New |
| Nikulski Financial, Inc. | 10,206 | $4.85M | 2.03% | +223+2.2% | Added |