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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.

Institutional holdersQ4 2021: 3,181 institutions
Q1 2021: 2,734 institutionsQ2 2021: 2,744 institutionsQ3 2021: 2,758 institutionsQ4 2021: 3,181 institutionsQ1 2022: 3,144 institutionsQ2 2022: 3,099 institutionsQ3 2022: 3,059 institutionsQ4 2022: 3,310 institutionsQ1 2023: 3,268 institutionsQ2 2023: 3,310 institutionsQ3 2023: 3,329 institutionsQ4 2023: 3,694 institutionsQ1 2024: 3,705 institutionsQ2 2024: 3,766 institutionsQ3 2024: 3,807 institutionsQ4 2024: 4,242 institutionsQ1 2025: 4,189 institutionsQ2 2025: 4,245 institutionsQ3 2025: 4,264 institutionsQ4 2025: 4,646 institutionsQ1 2026: 4,600 institutionsQ2 2026: 4,668 institutions
Value heldQ4 2021: $290.9B
Q1 2021: $225.0BQ2 2021: $231.3BQ3 2021: $245.4BQ4 2021: $290.9BQ1 2022: $258.8BQ2 2022: $207.3BQ3 2022: $200.9BQ4 2022: $207.8BQ1 2023: $214.8BQ2 2023: $249.1BQ3 2023: $230.9BQ4 2023: $295.1BQ1 2024: $304.2BQ2 2024: $299.6BQ3 2024: $328.5BQ4 2024: $342.5BQ1 2025: $313.6BQ2 2025: $343.0BQ3 2025: $357.7BQ4 2025: $374.7BQ1 2026: $356.9BQ2 2026: $448.3B
Institutions holding SPY and their total value by quarter
QuarterHoldersValue
Q2 20264,668$448.3B
Q1 20264,600$356.9B
Q4 20254,646$374.7B
Q3 20254,264$357.7B
Q2 20254,245$343.0B
Q1 20254,189$313.6B
Q4 20244,242$342.5B
Q3 20243,807$328.5B
Q2 20243,766$299.6B
Q1 20243,705$304.2B
Q4 20233,694$295.1B
Q3 20233,329$230.9B
Q2 20233,310$249.1B
Q1 20233,268$214.8B
Q4 20223,310$207.8B
Q3 20223,059$200.9B
Q2 20223,099$207.3B
Q1 20223,144$258.8B
Q4 20213,181$290.9B
Q3 20212,758$245.4B
Q2 20212,744$231.3B
Q1 20212,734$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.

Institutions holding SPY in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FAI Wealth Management400$189.0K0.16%00.0%Unchanged
Canton Hathaway, LLC410$195.0K0.05%−1,895−82.2%Reduced
Ahl Investment Management, Inc.415$197.0K0.18%+415New
Highlander Capital Management, LLC420$199.0K0.09%00.0%Unchanged
Lauterbach Financial Advisors, LLC424$201.0K0.18%+424New
Bernardo Wealth Planning LLC427$202.0K0.10%+427New
Alterity Financial Group, LLC427$203.0K0.22%+427New
Brooklyn FI, LLC427$203.0K0.19%+427New
Tradewinds Capital Management, LLC434$206.0K0.03%+1+0.2%Added
Bassett Hargrove Investment Counsel, LLC436$207.0K0.30%+436New
Stonegate Investment Group, LLC436$207.0K0.01%+436New
Bell & Brown Wealth Advisors, LLC455$208.0K0.10%−90−16.5%Reduced
Madden Securities Corp440$209.0K0.10%−322−42.3%Reduced
Grant Street Asset Management, Inc.440$209.0K0.11%+440New
Schiavi & Co LLC439$209.0K0.16%+439New
Concord Asset Management, LLC442$209.9K0.14%+442New
Southern Capital Advisors, LLC444$211.0K0.13%+444New
Vista Private Wealth Partners. LLC446$213.0K0.08%+446New
Kellett Schaffner Wealth Advisors LLC449$213.0K0.16%+449New
Hudock, Inc.450$214.0K0.06%−2−0.4%Reduced
Osterweis Capital Management Inc–$214.0K0.01%–New
G2 Capital Management, LLC450$214.0K0.08%+450New
swisspartners Advisors Ltd447$215.0K0.15%+447New
SPC Financial, Inc.454$216.0K0.02%−483−51.5%Reduced
Lee Financial Co457$217.0K0.04%+1+0.2%Added
Security National Bank of So Dak463$220.0K0.15%+463New
Ironwood Investment Management LLC464$220.0K0.11%+464New
Mirsky Financial Management Corp.465$221.0K0.09%00.0%Unchanged
Advisors Management Group Inc464$221.0K0.07%+464New
Platt Investment Counsel, LLC467$222.0K0.19%−3,156−87.1%Reduced
Compass Advisory Group LLC468$222.0K0.12%+468New
West Wealth Group, LLC467$222.0K0.08%+467New
Menlo Advisors LLC470$223.0K0.11%−2,010−81.0%Reduced
Center For Asset Management LLC469$223.0K0.17%+4+0.9%Added
CCM Investment Advisers LLC473$224.0K0.03%+473New
Financial Connections Group, Inc.473$224.0K0.22%+473New
Adaptive Financial Consulting, LLC474$225.0K0.13%00.0%Unchanged
Orcam Financial Group474$225.0K0.31%+474New
Financial Strategies Group, Inc.476$226.0K0.09%+1+0.2%Added
Plimoth Trust Co LLC478$227.0K0.06%−137−22.3%Reduced
Weitzel Financial Services, Inc.478$227.0K0.14%+478New
Absher Wealth Management, LLC480$228.0K0.04%−11−2.2%Reduced
3EDGE Asset Management, LP479$228.0K0.02%00.0%Unchanged
Lake Hills Wealth Management, LLC480$228.0K0.16%+480New
Vivid Financial Management, Inc.484$230.0K0.09%−7−1.4%Reduced
SJA Financial Advisory, LLC489$232.0K0.17%+1+0.2%Added
O'Brien Wealth Partners LLC515$232.0K0.08%+515New
Future Financial Wealth Managment LLC486$232.0K0.19%+486New
Mma Asset Management LLC490$233.0K0.16%−153−23.8%Reduced
WestHill Financial Advisors, Inc.490$233.0K0.07%+490New
Asset Management Resources, LLC490$233.0K0.20%+490New
44 Wealth Management LLC492$234.0K0.08%−4−0.8%Reduced
Gray Wealth Management Inc.494$235.0K0.12%00.0%Unchanged
Vise Technologies, Inc.495$235.0K0.06%+495New
Antonetti Capital Management LLC500$237.0K0.19%00.0%Unchanged
Bard Financial Services, Inc.500$237.0K0.02%00.0%Unchanged
Harfst & Associates, Inc.500$237.0K0.06%00.0%Unchanged
Beaumont Asset Management, L.L.C.500$237.0K0.16%00.0%Unchanged
Ionic Capital Management LLC500$237.0K0.04%+500New
Fusion Capital, LLC503$239.0K0.12%+503New
Satovsky Asset Management LLC506$240.0K0.16%−1−0.2%Reduced
Quantinno Capital Management LP505$240.0K0.04%+505New
DF Dent & Co Inc510$242.0K0.00%−67−11.6%Reduced
Stewart & Patten Co LLC511$243.0K0.04%00.0%Unchanged
Kraematon Investment Advisors, Inc513$243.0K0.22%+513New
Community Bank of Raymore515$245.0K0.11%00.0%Unchanged
SMH Capital Advisors Inc520$247.0K0.49%00.0%Unchanged
WP Advisors, LLC520$247.0K0.10%+2+0.4%Added
Cheviot Value Management, LLC522$248.0K0.06%−3−0.6%Reduced
Congress Park Capital LLC522$248.0K0.12%+522New
Foster & Motley Inc525$249.0K0.02%−256−32.8%Reduced
M&R Capital Management Inc525$249.0K0.05%−10−1.9%Reduced
CKW Financial Group517$250.0K0.04%+226+77.7%Added
Sendero Wealth Management, LLC527$250.0K0.11%+527New
New World Advisors LLC529$251.0K0.12%−2−0.4%Reduced
Peak Financial Management, Inc.530$252.0K0.08%−24−4.3%Reduced
Trust Co of Kansas531$252.0K0.13%00.0%Unchanged
Security National Bank of Sioux City Iowa530$252.0K0.17%00.0%Unchanged
Arbor Wealth Management, LLC531$252.0K0.06%+34+6.8%Added
Gibraltar Capital Management, Inc.531$252.0K0.11%+531New
SWM Advisors551$252.0K0.22%+551New
Tanager Wealth Management LLP529$252.0K0.19%+529New
Cascade Investment Advisors, Inc.531$252.4K0.15%+20+3.9%Added
Lincoln Capital LLC534$254.0K0.06%00.0%Unchanged
Steward Financial Group LLC535$254.0K0.23%+535New
Planned Solutions, Inc.537$255.0K0.18%+537New
Echo Wealth Management, LLC550$256.0K0.29%−72−11.6%Reduced
United Bank540$256.0K0.14%00.0%Unchanged
Somerville Kurt F540$256.0K0.04%+30+5.9%Added
KC Investment Advisors, LLC541$257.0K0.17%−34−5.9%Reduced
CJM Wealth Advisers, Ltd.542$257.4K0.18%+542New
Sicart Associates LLC540$258.0K0.07%+540New
Apeiron RIA LLC544$258.0K0.11%+544New
Sweet Financial Partners, LLC546$259.0K0.11%+546New
Disciplined Equity Management, Inc.546$259.0K0.25%+546New
Pachira Investments Inc.547$260.0K0.17%−14−2.5%Reduced
Lumature Wealth Partners, LLC550$261.0K0.10%−66−10.7%Reduced
Lynch & Associates549$261.0K0.06%00.0%Unchanged
Grand Jean Capital Management Inc551$261.0K0.06%00.0%Unchanged
Eagle Bay Advisors LLC550$261.0K0.17%+79+16.8%Added