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 |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 27,024 | $12.9M | 0.22% | +499+1.9% | Added |
| St Germain D J Co Inc | 27,156 | $12.9M | 0.71% | −1,073−3.8% | Reduced |
| Barrett Asset Management, LLC | 27,199 | $12.9M | 0.49% | −747−2.7% | Reduced |
| Successful Portfolios LLC | 27,306 | $13.0M | 7.05% | −122−0.4% | Reduced |
| Kettle Hill Capital Management, LLC | 27,323 | $13.0M | 2.30% | −2,508−8.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 27,450 | $13.0M | 2.13% | +653+2.4% | Added |
| Citizens Business Bank | 27,470 | $13.0M | 1.60% | −156−0.6% | Reduced |
| Clarus Wealth Advisors | 27,836 | $13.1M | 7.54% | +8,372+43.0% | Added |
| Caliber Wealth Management, LLC | 28,239 | $13.1M | 9.07% | +5,914+26.5% | Added |
| Camarda Financial Advisors, LLC | 27,631 | $13.1M | 7.43% | +4,200+17.9% | Added |
| Exchange Traded Concepts, LLC | 27,647 | $13.1M | 0.25% | −46,019−62.5% | Reduced |
| Linker Capital Management Inc. | 27,835 | $13.2M | 12.71% | +27,835 | New |
| New England Guild Wealth Advisors, Inc. | 27,838 | $13.2M | 6.62% | +473+1.7% | Added |
| Childress Capital Advisors, LLC | 28,085 | $13.3M | 5.51% | +654+2.4% | Added |
| Starfox Financial Services, LLC | 29,647 | $13.4M | 11.67% | +29,647 | New |
| Golden State Wealth Management, LLC | 28,229 | $13.4M | 2.31% | +3,497+14.1% | Added |
| Belmont Capital, LLC | 28,368 | $13.5M | 10.56% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 28,402 | $13.5M | 0.14% | +19,981+237.3% | Added |
| Davenport & Co LLC | 28,407 | $13.5M | 0.09% | −4,866−14.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 28,469 | $13.5M | 2.56% | +1,611+6.0% | Added |
| CMG Global Holdings, LLC | 28,496 | $13.5M | 8.72% | −716−2.5% | Reduced |
| Smith, Salley & Associates | 28,520 | $13.5M | 0.96% | −1,488−5.0% | Reduced |
| Winfield Associates, Inc. | 28,551 | $13.6M | 4.52% | +1,220+4.5% | Added |
| Towercrest Capital Management | 28,671 | $13.6M | 2.49% | −129−0.4% | Reduced |
| LFA - Lugano Financial Advisors SA | 28,677 | $13.6M | 7.86% | +3,448+13.7% | Added |
| GPS Wealth Strategies Group, LLC | 28,681 | $13.6M | 3.00% | +611+2.2% | Added |
| Sanchez Wealth Management Group | 28,778 | $13.7M | 5.77% | +1,674+6.2% | Added |
| Aspire Private Capital, LLC | 28,781 | $13.7M | 4.27% | −17,693−38.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 28,837 | $13.7M | 6.05% | −563−1.9% | Reduced |
| We Are One Seven, LLC | 28,920 | $13.7M | 1.42% | +7,198+33.1% | Added |
| Hallmark Capital Management Inc | 29,169 | $13.9M | 1.11% | −959−3.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 29,296 | $13.9M | 1.72% | +13,000+79.8% | Added |
| Patten & Patten Inc | 29,418 | $14.0M | 0.97% | −151−0.5% | Reduced |
| Round Table Services, LLC | 29,430 | $14.0M | 2.64% | +906+3.2% | Added |
| 55I, LLC | 29,432 | $14.0M | 0.36% | −24,798−45.7% | Reduced |
| Taurus Asset Management, LLC | 29,456 | $14.0M | 1.32% | +503+1.7% | Added |
| Comprehensive Financial Management LLC | 29,392 | $14.0M | 0.18% | −1,150−3.8% | Reduced |
| Proficio Capital Partners LLC | 29,525 | $14.0M | 1.95% | +29+0.1% | Added |
| K.J. Harrison & Partners Inc | 29,485 | $14.0M | 1.98% | −1,280−4.2% | Reduced |
| Centaurus Financial, Inc. | 29,622 | $14.1M | 1.06% | +3,910+15.2% | Added |
| Corient Capital Partners, LLC | 29,699 | $14.1M | 0.94% | −921−3.0% | Reduced |
| Trustmark National Bank Trust Department | 29,737 | $14.1M | 1.08% | −1,218−3.9% | Reduced |
| Apriem Advisors | 29,759 | $14.1M | 2.00% | +23+0.1% | Added |
| Legal & General Group Plc | 29,900 | $14.2M | 0.00% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 29,932 | $14.2M | 6.61% | +1,025+3.5% | Added |
| Great Lakes Advisors, LLC | 30,077 | $14.3M | 0.22% | −653−2.1% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 30,160 | $14.3M | 7.70% | −2,175−6.7% | Reduced |
| Bigelow Investment Advisors, LLC | 30,179 | $14.3M | 6.52% | −435−1.4% | Reduced |
| Mount Capital Ltd | 30,231 | $14.4M | 3.97% | +30,231 | New |
| Apollon Wealth Management, LLC | 30,495 | $14.5M | 1.16% | +7,150+30.6% | Added |
| Clearbridge Investments, LLC | 30,530 | $14.5M | 0.01% | +29,161+2,130.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 30,564 | $14.5M | 9.50% | −1,148−3.6% | Reduced |
| GFS Advisors, LLC | 30,695 | $14.6M | 2.41% | +2,170+7.6% | Added |
| Global Trust Asset Management, LLC | 30,697 | $14.6M | 5.74% | +780+2.6% | Added |
| Advisor OS, LLC | 30,706 | $14.6M | 2.98% | −17,693−36.6% | Reduced |
| Ramsey Quantitative Systems | 30,753 | $14.6M | 100.00% | +1,100+3.7% | Added |
| Henshaw Capital LLC | 30,900 | $14.7M | 0.82% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 30,917 | $14.7M | 3.57% | +320+1.0% | Added |
| Capital International Investors | 30,838 | $14.7M | 0.00% | +11,407+58.7% | Added |
| WealthBridge Capital Management, LLC | 30,923 | $14.7M | 5.48% | −3,501−10.2% | Reduced |
| Appleton Partners Inc | 30,968 | $14.7M | 1.11% | +65+0.2% | Added |
| Coldstream Capital Management Inc | 31,076 | $14.8M | 0.46% | −15,395−33.1% | Reduced |
| Platform Technology Partners | 31,144 | $14.8M | 6.50% | +290+0.9% | Added |
| Taylor & Morgan Wealth Management, LLC | 31,144 | $14.8M | 11.97% | +31,144 | New |
| Humankind Investments LLC | 31,170 | $14.8M | 5.96% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 31,196 | $14.8M | 6.35% | −706−2.2% | Reduced |
| Cullinan Associates Inc | 31,213 | $14.8M | 0.75% | −425−1.3% | Reduced |
| Great Valley Advisor Group, Inc. | 31,685 | $14.8M | 0.92% | +793+2.6% | Added |
| Source Financial Advisors LLC | 31,327 | $14.9M | 4.01% | +1,109+3.7% | Added |
| G&S Capital LLC | 31,366 | $14.9M | 7.42% | +4,239+15.6% | Added |
| Nuveen Asset Management, LLC | 32,339 | $14.9M | 0.00% | +20,613+175.8% | Added |
| Claro Advisors LLC | 31,507 | $15.0M | 5.39% | +3,766+13.6% | Added |
| Focus Financial Network, Inc. | 31,555 | $15.0M | 2.20% | +1,033+3.4% | Added |
| Eagle Capital Management LLC | 31,668 | $15.0M | 0.04% | +31,668 | New |
| L & S Advisors Inc | 31,707 | $15.1M | 1.62% | +755+2.4% | Added |
| Twin Focus Capital Partners, LLC | 31,780 | $15.1M | 3.02% | +3,490+12.3% | Added |
| Rockbridge Investment Management, LCC | 31,787 | $15.1M | 2.23% | +3,401+12.0% | Added |
| Kestra Private Wealth Services, LLC | 31,952 | $15.2M | 0.73% | +600+1.9% | Added |
| Tiger Eye Capital LLC | 31,968 | $15.2M | 4.18% | +31,968 | New |
| Country Club Trust Company, n.a. | 31,908 | $15.2M | 1.20% | −390−1.2% | Reduced |
| AdvisorNet Financial, Inc | 32,075 | $15.2M | 0.94% | +400+1.3% | Added |
| PFG Advisors | 32,167 | $15.3M | 1.54% | −1,033−3.1% | Reduced |
| Central Trust Co | 32,339 | $15.4M | 0.43% | −1,851−5.4% | Reduced |
| Quadrant Capital Group LLC | 32,409 | $15.4M | 1.84% | +28,004+635.7% | Added |
| Patton Fund Management, Inc. | 32,547 | $15.5M | 4.69% | −1,193−3.5% | Reduced |
| Hilltop Holdings Inc. | 32,586 | $15.5M | 1.61% | −6,461−16.5% | Reduced |
| Essex Financial Services, Inc. | 32,665 | $15.5M | 1.53% | +128+0.4% | Added |
| Clear Creek Financial Management, LLC | 32,802 | $15.5M | 2.33% | +15,357+88.0% | Added |
| Paragon Financial Partners, Inc. | 32,907 | $15.6M | 12.84% | +32,907 | New |
| Titleist Asset Management, Ltd. | 33,103 | $15.7M | 3.11% | +33,103 | New |
| Beacon Investment Advisory Services, Inc. | 33,141 | $15.7M | 0.61% | +10,834+48.6% | Added |
| First Manhattan Co | 33,206 | $15.8M | 0.05% | +433+1.3% | Added |
| Guardian Wealth Advisors, LLC | 33,306 | $15.8M | 12.68% | +1,538+4.8% | Added |
| Hummer Financial Advisory Services Inc | 33,570 | $16.0M | 13.49% | −585−1.7% | Reduced |
| Kingsview Wealth Management, LLC | 33,829 | $16.1M | 0.67% | +8,849+35.4% | Added |
| Baron Financial Group, LLC | 33,964 | $16.1M | 9.14% | +375+1.1% | Added |
| Marquette Asset Management, LLC | 34,191 | $16.2M | 3.40% | −450−1.3% | Reduced |
| TAP Consulting, LLC | 34,368 | $16.3M | 3.73% | −314−0.9% | Reduced |
| Westshore Wealth, LLC | 34,440 | $16.4M | 11.21% | +1,406+4.3% | Added |
| Baker Tilly Wealth Management, LLC | 34,498 | $16.4M | 1.76% | +4,405+14.6% | Added |