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 |
|---|---|---|---|---|---|
| Hudson Bay Capital Management LP | 15,000 | $7.12M | 0.08% | +15,000 | New |
| Trust Co of Vermont | 15,004 | $7.13M | 0.45% | +1,235+9.0% | Added |
| CPR Investments Inc. | 15,046 | $7.15M | 5.12% | +15,046 | New |
| Gillespie Robinson & Grimm Inc | 15,053 | $7.15M | 0.56% | +506+3.5% | Added |
| WestEnd Advisors, LLC | 15,058 | $7.15M | 0.19% | – | – |
| Financial Advisory Service, Inc. | 15,066 | $7.16M | 0.66% | −3,843−20.3% | Reduced |
| TSFG, LLC | 15,091 | $7.17M | 2.49% | +347+2.4% | Added |
| Ignite Planners, LLC | 15,680 | $7.17M | 4.66% | +15,680 | New |
| Windham Capital Management, LLC | 15,101 | $7.17M | 1.47% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 15,119 | $7.18M | 1.54% | +147+1.0% | Added |
| Meritage Portfolio Management | 15,136 | $7.19M | 0.41% | −549−3.5% | Reduced |
| MAS Advisors LLC | 15,104 | $7.19M | 5.30% | +15,104 | New |
| Soltis Investment Advisors LLC | 15,149 | $7.20M | 1.02% | +2,411+18.9% | Added |
| Petrus Trust Company, LTA | 15,186 | $7.21M | 0.84% | 00.0% | Unchanged |
| RFG Advisory, LLC | 15,260 | $7.25M | 0.50% | +984+6.9% | Added |
| Wealthsource Partners, LLC | 15,317 | $7.28M | 0.58% | −1,162−7.1% | Reduced |
| Custos Family Office, LLC | 15,337 | $7.28M | 6.67% | +15,337 | New |
| Cribstone Capital Management, LLC | 15,440 | $7.33M | 4.07% | −1,546−9.1% | Reduced |
| Todd Asset Management LLC | 15,492 | $7.36M | 0.16% | +15,492 | New |
| NBW Capital LLC | 15,509 | $7.37M | 1.64% | −5,808−27.2% | Reduced |
| Columbia Asset Management | 15,509 | $7.37M | 1.50% | −453−2.8% | Reduced |
| KG&L Capital Management,LLC | 15,522 | $7.37M | 2.97% | +424+2.8% | Added |
| Peoples Bank | 15,531 | $7.38M | 3.64% | −534−3.3% | Reduced |
| Cypress Wealth Services, LLC | 15,579 | $7.40M | 2.03% | +496+3.3% | Added |
| Greenleaf Trust | 15,591 | $7.41M | 0.09% | −125−0.8% | Reduced |
| 6 Meridian | 15,612 | $7.42M | 0.54% | −55−0.4% | Reduced |
| Trust Co of Oklahoma | 15,656 | $7.44M | 2.51% | −250−1.6% | Reduced |
| Annandale Capital, LLC | 15,810 | $7.51M | 3.31% | −242−1.5% | Reduced |
| First Citizens Bank & Trust Co | 15,874 | $7.54M | 0.29% | +65+0.4% | Added |
| Van Cleef Asset Management,Inc | 15,886 | $7.54M | 1.06% | +155+1.0% | Added |
| Bulltick Wealth Management, LLC | 15,839 | $7.55M | 1.54% | +3,801+31.6% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 15,900 | $7.55M | 4.20% | +15,900 | New |
| E Fund Management Co., Ltd. | 15,900 | $7.55M | 0.27% | +15,900 | New |
| Accuvest Global Advisors | 15,958 | $7.58M | 3.33% | +4,549+39.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,979 | $7.59M | 0.66% | +1,086+7.3% | Added |
| Surience Private Wealth LLC | 15,988 | $7.59M | 6.19% | +15,988 | New |
| Corsicana & Co. | 15,999 | $7.60M | 4.59% | −217−1.3% | Reduced |
| Freedman Financial Associates, Inc. | 16,003 | $7.60M | 5.19% | +40.0% | Added |
| Confluence Investment Management LLC | 16,023 | $7.61M | 0.10% | +1,488+10.2% | Added |
| First National Bank of Omaha | 16,031 | $7.61M | 0.36% | −182−1.1% | Reduced |
| Overbrook Management Corp | 16,044 | $7.62M | 1.54% | +2,567+19.0% | Added |
| Colorado Capital Management, Inc. | 16,018 | $7.63M | 5.12% | −831−4.9% | Reduced |
| Fox Run Management, L.L.C. | 16,122 | $7.66M | 4.51% | +16,122 | New |
| Nations Financial Group Inc, | 16,137 | $7.67M | 1.01% | +276+1.7% | Added |
| Codex Capital, L.L.C. | 16,220 | $7.69M | 4.00% | 00.0% | Unchanged |
| Welch Group, LLC | 16,238 | $7.71M | 0.45% | +1,658+11.4% | Added |
| Altium Wealth Management LLC | 16,265 | $7.72M | 0.50% | +142+0.9% | Added |
| Cornerstone Advisors Asset Management, LLC | 16,300 | $7.74M | 5.88% | +16,300 | New |
| Westwood Holdings Group Inc. | 16,346 | $7.76M | 0.07% | +10,922+201.4% | Added |
| Clearstead Advisors, LLC | 16,553 | $7.86M | 0.54% | +17+0.1% | Added |
| Svenska Handelsbanken AB (publ) | 16,565 | $7.87M | 67.04% | −17,165−50.9% | Reduced |
| Ford Financial Group, LLC | 16,579 | $7.87M | 2.71% | −236−1.4% | Reduced |
| Heritage Trust Co | 16,603 | $7.89M | 1.01% | −167−1.0% | Reduced |
| Thrive Wealth Management, LLC | 16,650 | $7.91M | 2.70% | +16,650 | New |
| Paradigm Financial Advisors, LLC | 16,657 | $7.91M | 1.75% | +1,965+13.4% | Added |
| Vericrest Private Wealth | 16,658 | $7.91M | 7.34% | +16,658 | New |
| Sutton Wealth Advisors Inc. | 16,670 | $7.92M | 2.64% | −24−0.1% | Reduced |
| Pittenger & Anderson Inc | 16,690 | $7.93M | 0.37% | +3,331+24.9% | Added |
| Arrow Financial Corp | 16,723 | $7.94M | 0.94% | −4,095−19.7% | Reduced |
| Palumbo Wealth Management LLC | 16,750 | $7.96M | 4.98% | −12,612−43.0% | Reduced |
| Kalos Management, Inc. | 17,112 | $8.00M | 2.17% | +1,119+7.0% | Added |
| Quent Capital, LLC | 16,852 | $8.00M | 1.69% | +16,852 | New |
| C2C Wealth Management, LLC | 16,861 | $8.01M | 1.15% | +16,861 | New |
| Summit Financial Group Inc | 16,863 | $8.01M | 2.61% | +2,429+16.8% | Added |
| Capital Wealth Management, LLC | 16,896 | $8.03M | 5.62% | −492−2.8% | Reduced |
| Destination Wealth Management | 16,899 | $8.03M | 0.28% | −2,569−13.2% | Reduced |
| BT Wealth Management LLC | 16,927 | $8.04M | 2.17% | −210−1.2% | Reduced |
| Mycio Wealth Partners, LLC | 16,941 | $8.05M | 2.66% | +47+0.3% | Added |
| Domani Wealth, LLC | 16,962 | $8.06M | 1.58% | −438−2.5% | Reduced |
| Ellis Investment Partners, LLC | 17,105 | $8.12M | 1.86% | +662+4.0% | Added |
| Foresight Wealth Management, LLC | 17,145 | $8.14M | 3.11% | −490−2.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,279 | $8.21M | 0.09% | −68,886−79.9% | Reduced |
| Proequities, Inc. | 17,232 | $8.21M | 0.47% | +1,708+11.0% | Added |
| Merit Financial Group, LLC | 17,345 | $8.24M | 0.81% | +1,525+9.6% | Added |
| Ferguson Shapiro LLC | 17,352 | $8.24M | 4.47% | +516+3.1% | Added |
| Bank of New Hampshire | 17,361 | $8.24M | 2.00% | +297+1.7% | Added |
| Red Cedar Investment Management, LLC | 17,370 | $8.25M | 0.99% | +639+3.8% | Added |
| Capital One Financial Corp | 17,495 | $8.31M | 1.00% | +787+4.7% | Added |
| New Legacy Group, LLC | 17,500 | $8.31M | 1.61% | +17,500 | New |
| Standard Life Aberdeen plc | 17,528 | $8.32M | 0.02% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 17,554 | $8.34M | 7.71% | +17,554 | New |
| Washington Trust Advisors, Inc. | 17,625 | $8.37M | 0.57% | +17,625 | New |
| Personal Wealth Partners | 17,626 | $8.37M | 3.46% | −414−2.3% | Reduced |
| Heritage Wealth Advisors | 17,711 | $8.41M | 0.46% | −600−3.3% | Reduced |
| Wealth Alliance | 17,723 | $8.42M | 1.69% | −580−3.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 17,789 | $8.45M | 0.30% | −140−0.8% | Reduced |
| Level Four Advisory Services, LLC | 17,923 | $8.51M | 0.65% | +9,404+110.4% | Added |
| Ascension Capital Advisors, Inc. | 17,932 | $8.52M | 5.58% | +17,932 | New |
| Harvest Investment Services, LLC | 17,992 | $8.54M | 3.60% | +4,092+29.4% | Added |
| Calton & Associates, Inc. | 18,019 | $8.56M | 2.28% | +3,036+20.3% | Added |
| Transform Wealth, LLC | 18,025 | $8.56M | 0.89% | +2,083+13.1% | Added |
| TrueWealth Advisors, LLC | 18,032 | $8.56M | 3.84% | +108+0.6% | Added |
| GSB Wealth Management, LLC | 18,113 | $8.60M | 2.47% | +429+2.4% | Added |
| Collective Family Office LLC | 18,223 | $8.65M | 3.41% | +231+1.3% | Added |
| Axxcess Wealth Management, LLC | 18,250 | $8.67M | 0.66% | +18,250 | New |
| Invst, LLC | 20,578 | $8.68M | 1.36% | +2,580+14.3% | Added |
| Shoker Investment Counsel, Inc. | 18,290 | $8.69M | 3.98% | −2,108−10.3% | Reduced |
| Cornerstone Wealth Management, LLC | 18,340 | $8.71M | 0.83% | −673−3.5% | Reduced |
| Sigma Investment Counselors Inc | 18,362 | $8.72M | 0.61% | −290−1.6% | Reduced |
| Paragon Capital Management Ltd | 18,370 | $8.72M | 1.40% | −2,947−13.8% | Reduced |