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 |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 18,410 | $8.74M | 0.07% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 18,479 | $8.78M | 0.74% | +18,479 | New |
| CAPROCK Group, Inc. | 18,459 | $8.79M | 0.73% | +1,619+9.6% | Added |
| Lake Street Financial LLC | 18,519 | $8.80M | 1.55% | +15,046+433.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 18,530 | $8.80M | 1.77% | −34−0.2% | Reduced |
| International Assets Investment Management, LLC | 18,755 | $8.91M | 1.55% | +951+5.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 18,770 | $8.91M | 1.71% | −4,002−17.6% | Reduced |
| Grandview Asset Management LLC | 18,813 | $8.94M | 3.59% | +1,482+8.6% | Added |
| Oxler Private Wealth LLC | 18,900 | $8.98M | 3.72% | −782−4.0% | Reduced |
| Journey Advisory Group, LLC | 18,898 | $8.98M | 2.48% | +75+0.4% | Added |
| Ameritas Investment Partners, Inc. | 18,936 | $8.99M | 0.30% | −3,039−13.8% | Reduced |
| US Financial Advisors, LLC | 19,003 | $9.03M | 4.11% | −325−1.7% | Reduced |
| Massmutual Trust Co FSB | 19,031 | $9.04M | 0.34% | +5,738+43.2% | Added |
| Cohen & Steers, Inc. | 19,033 | $9.04M | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 19,175 | $9.11M | 1.05% | −124−0.6% | Reduced |
| Accredited Investors Inc. | 19,200 | $9.12M | 0.81% | +40.0% | Added |
| RNC Capital Management LLC | 19,262 | $9.15M | 0.45% | +7,495+63.7% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,344 | $9.19M | 0.34% | +137+0.7% | Added |
| Boothe Investment Group, Inc. | 19,414 | $9.22M | 4.93% | +2,453+14.5% | Added |
| Wesbanco Bank Inc | 19,428 | $9.23M | 0.33% | −25,782−57.0% | Reduced |
| Osborne Partners Capital Management, LLC | 19,524 | $9.27M | 0.68% | +1,851+10.5% | Added |
| Lloyd Park, LLC | 19,581 | $9.30M | 7.37% | +19,581 | New |
| Shanda Asset Management Holdings Ltd | 19,600 | $9.31M | 1.46% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 19,619 | $9.32M | 4.59% | +901+4.8% | Added |
| MONECO Advisors, LLC | 20,893 | $9.33M | 3.51% | +8,335+66.4% | Added |
| Pinnacle Financial Group, LLC | 19,707 | $9.36M | 7.24% | +19,707 | New |
| Keeley-Teton Advisors, LLC | 19,722 | $9.37M | 0.99% | −40.0% | Reduced |
| Pallas Capital Advisors LLC | 21,503 | $9.42M | 1.15% | −456−2.1% | Reduced |
| Montecito Bank & Trust | 19,889 | $9.45M | 1.68% | −322−1.6% | Reduced |
| Bienville Capital Management, LLC | 19,842 | $9.46M | 6.84% | −577−2.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 19,920 | $9.46M | 5.55% | +23+0.1% | Added |
| Lake Point Wealth Management | 19,925 | $9.46M | 4.13% | −2,513−11.2% | Reduced |
| Flagship Harbor Advisors, LLC | 19,953 | $9.48M | 0.90% | +1,120+5.9% | Added |
| Harbour Investments, Inc. | 19,959 | $9.48M | 0.56% | −13,550−40.4% | Reduced |
| Rothschild Investment Corp | 20,012 | $9.51M | 0.74% | +1,351+7.2% | Added |
| Iron Financial, LLC | 20,135 | $9.56M | 4.27% | −383−1.9% | Reduced |
| Perritt Capital Management Inc | 20,146 | $9.57M | 4.95% | +252+1.3% | Added |
| Silverhawk Asset Management, LLC | 20,148 | $9.57M | 7.69% | +20,148 | New |
| Kanawha Capital Management LLC | 20,168 | $9.58M | 0.81% | −951−4.5% | Reduced |
| WBH Advisory Inc | 20,172 | $9.58M | 1.09% | +131+0.7% | Added |
| Perfromance Wealth Partners, LLC | 20,219 | $9.60M | 0.39% | +20,219 | New |
| FIL Ltd | 20,223 | $9.61M | 0.01% | +20,223 | New |
| Avantax Planning Partners, Inc. | 20,276 | $9.63M | 0.40% | +11,863+141.0% | Added |
| Financial Partners Capital Management LLC | 20,355 | $9.67M | 1.71% | +459+2.3% | Added |
| Cypress Capital Management LLC | 20,415 | $9.70M | 1.10% | +223+1.1% | Added |
| St. Johns Investment Management Company, LLC | 20,488 | $9.73M | 4.96% | −28−0.1% | Reduced |
| KEMPER Corp | 20,529 | $9.75M | 2.08% | −15,580−43.1% | Reduced |
| Schrum Private Wealth Management LLC | 20,536 | $9.75M | 8.88% | +20,536 | New |
| E&G Advisors, LP | 20,553 | $9.76M | 2.43% | +160+0.8% | Added |
| Terry L. Blaker | 20,587 | $9.78M | 0.75% | +324+1.6% | Added |
| Howard Financial Services, Ltd. | 20,590 | $9.78M | 2.97% | −467−2.2% | Reduced |
| Northstar Asset Management LLC | 20,608 | $9.79M | 2.30% | +110+0.5% | Added |
| Peterson Wealth Management | 20,636 | $9.80M | 6.55% | +505+2.5% | Added |
| Silicon Hills Wealth Management, LLC | 20,651 | $9.81M | 6.07% | +979+5.0% | Added |
| Hobart Private Capital, LLC | 20,726 | $9.84M | 3.69% | +8,075+63.8% | Added |
| Mission Creek Capital Partners, Inc. | 20,740 | $9.85M | 1.96% | −771−3.6% | Reduced |
| StoneX Group Inc. | 20,691 | $9.85M | 1.13% | +6,724+48.1% | Added |
| Rpo LLC | 20,800 | $9.88M | 3.49% | +20,800 | New |
| Stratos Wealth Advisors, LLC | 20,848 | $9.90M | 0.71% | +982+4.9% | Added |
| CWA Asset Management Group, LLC | 20,887 | $9.92M | 0.74% | −714−3.3% | Reduced |
| Naviter Wealth, LLC | 20,939 | $9.96M | 2.98% | +20,939 | New |
| Cornerstone Advisors, LLC | 21,000 | $9.97M | 0.54% | −20,000−48.8% | Reduced |
| Nicolet Bankshares Inc | 21,014 | $9.98M | 2.20% | −128−0.6% | Reduced |
| Ausdal Financial Partners, Inc. | 21,127 | $10.0M | 1.35% | −2,077−9.0% | Reduced |
| Cigna Investments Inc | 21,140 | $10.0M | 0.79% | −2,720−11.4% | Reduced |
| Shapiro Capital Management LLC | 21,138 | $10.0M | 0.18% | +5,008+31.0% | Added |
| Madrona Financial Services, LLC | 21,205 | $10.1M | 4.26% | +802+3.9% | Added |
| Howe & Rusling Inc | 21,269 | $10.1M | 1.18% | +4,653+28.0% | Added |
| Epic Trust Investment Advisors, LLC | 21,289 | $10.1M | 14.68% | +21,289 | New |
| WorthPointe, LLC | 23,839 | $10.2M | 9.11% | +23,839 | New |
| Arcus Capital Partners, LLC | 21,555 | $10.2M | 3.47% | +17,770+469.5% | Added |
| Berkshire Asset Management LLC | 21,595 | $10.3M | 0.62% | −63−0.3% | Reduced |
| Silvercrest Asset Management Group LLC | 21,629 | $10.3M | 0.07% | +1,543+7.7% | Added |
| South State Corp. | 21,644 | $10.3M | 0.80% | +471+2.2% | Added |
| Avestar Capital, LLC | 21,724 | $10.3M | 1.89% | +1,035+5.0% | Added |
| Mayflower Financial Advisors, LLC | 21,771 | $10.3M | 1.37% | −75−0.3% | Reduced |
| Estate Counselors, LLC | 21,800 | $10.4M | 1.26% | +605+2.9% | Added |
| Gries Financial LLC | 21,810 | $10.4M | 4.23% | +475+2.2% | Added |
| Sax Wealth Advisors, LLC | 21,812 | $10.4M | 2.16% | −20.0% | Reduced |
| GenWealth Group, Inc. | 21,866 | $10.4M | 2.81% | −589−2.6% | Reduced |
| Boxwood Ventures, Inc. | 21,838 | $10.4M | 21.30% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 21,934 | $10.4M | 1.04% | +70.0% | Added |
| Aberdeen Wealth Management LLC | 21,946 | $10.4M | 6.80% | +21,946 | New |
| Grove Bank & Trust | 22,018 | $10.5M | 2.00% | −251−1.1% | Reduced |
| West Branch Capital LLC | 22,103 | $10.5M | 4.47% | −134−0.6% | Reduced |
| Titan Capital Management, LLC | 22,120 | $10.5M | 9.40% | +22,120 | New |
| Atlas Capital Advisors LLC | 22,129 | $10.5M | 1.57% | −44−0.2% | Reduced |
| Compagnie Lombard Odier SCmA | 22,143 | $10.5M | 0.21% | −3,467−13.5% | Reduced |
| Objective Capital Management, LLC | 22,272 | $10.6M | 7.48% | +22,272 | New |
| West Paces Advisors Inc. | 22,277 | $10.6M | 3.30% | −382−1.7% | Reduced |
| Pettinga Financial Advisors, LLC | 22,297 | $10.6M | 2.57% | −12,039−35.1% | Reduced |
| Linscomb & Williams, Inc. | 22,299 | $10.6M | 0.51% | −555−2.4% | Reduced |
| REDW Wealth LLC | 22,369 | $10.6M | 3.09% | +46+0.2% | Added |
| Fure Financial Corp | 22,380 | $10.6M | 7.37% | −408−1.8% | Reduced |
| Tfo-TDC, LLC | 22,794 | $10.6M | 2.04% | −1,708−7.0% | Reduced |
| Financial Engines Advisors L.L.C. | 22,413 | $10.7M | 0.03% | +1,368+6.5% | Added |
| Brown, Lisle/Cummings, Inc. | 22,493 | $10.7M | 5.34% | +22,493 | New |
| Nwam LLC | 22,499 | $10.7M | 0.84% | +7,254+47.6% | Added |
| Elm Advisors, LLC | 22,516 | $10.7M | 5.94% | −480−2.1% | Reduced |
| Good Life Advisors, LLC | 22,523 | $10.7M | 1.30% | +958+4.4% | Added |