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 |
|---|---|---|---|---|---|
| Generation Investment Management LLP | 59,500 | $28.3M | 0.12% | +34,500+138.0% | Added |
| Laurel Wealth Advisors, Inc. | 59,568 | $28.3M | 2.19% | +28,795+93.6% | Added |
| Institutional & Family Asset Management, LLC | 59,581 | $28.3M | 4.43% | −2,158−3.5% | Reduced |
| Stelac Advisory Services LLC | 59,750 | $28.4M | 7.69% | −7,479−11.1% | Reduced |
| Meridian Wealth Management, LLC | 59,899 | $28.4M | 3.04% | +3,105+5.5% | Added |
| Buckingham Strategic Wealth, LLC | 59,988 | $28.5M | 0.55% | −1,699−2.8% | Reduced |
| Aj Wealth Strategies, LLC | 60,865 | $28.9M | 1.37% | +304+0.5% | Added |
| Bromfield Sneider Wealth Advisors | 61,079 | $29.0M | 29.60% | +61,079 | New |
| Redhawk Wealth Advisors, Inc. | 61,261 | $29.1M | 7.43% | +2,032+3.4% | Added |
| Chesley Taft & Associates LLC | 61,337 | $29.1M | 1.51% | +248+0.4% | Added |
| First Nebraska Trust Co | 61,343 | $29.1M | 3.51% | +727+1.2% | Added |
| Oppenheimer & Co Inc | 61,532 | $29.2M | 0.51% | +4,132+7.2% | Added |
| Foundations Investment Advisors, LLC | 62,152 | $29.3M | 1.10% | +2,692+4.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 62,081 | $29.5M | 15.02% | +163+0.3% | Added |
| North Star Investment Management Corp. | 62,131 | $29.5M | 2.07% | −2,731−4.2% | Reduced |
| StrategIQ Financial Group, LLC | 62,195 | $29.5M | 2.96% | +60,161+2,957.8% | Added |
| Washburn Capital Management, Inc. | 62,299 | $29.6M | 17.59% | +2,300+3.8% | Added |
| Wind River Trust Co | 62,335 | $29.6M | 10.75% | −225−0.4% | Reduced |
| MKT Advisors LLC | 68,585 | $29.7M | 23.28% | +68,585 | New |
| Arthur M. Cohen & Associates, LLC | 62,784 | $29.8M | 5.54% | −1,577−2.5% | Reduced |
| Adviser Investments LLC | 63,010 | $29.9M | 2.01% | −169−0.3% | Reduced |
| Clear Harbor Asset Management, LLC | 63,195 | $30.0M | 3.29% | +6,366+11.2% | Added |
| Fifth Third Securities, Inc. | 63,264 | $30.2M | 3.28% | +17,633+38.6% | Added |
| Pinebridge Investments, L.P. | 63,901 | $30.4M | 0.31% | −4,349−6.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 63,910 | $30.4M | 7.94% | +865+1.4% | Added |
| Abbrea Capital, LLC | 63,776 | $30.4M | 4.09% | +1,560+2.5% | Added |
| Summit Trail Advisors, LLC | 63,788 | $30.4M | 1.96% | +3,403+5.6% | Added |
| Gladstone Institutional Advisory LLC | 64,167 | $30.5M | 2.36% | +9,654+17.7% | Added |
| MMBG Investment Advisors Co. | 64,925 | $30.8M | 2.96% | +64,925 | New |
| Capital Wealth Planning, LLC | 65,049 | $30.9M | 0.68% | +17,856+37.8% | Added |
| Aspiriant, LLC | 65,185 | $31.0M | 1.65% | −801−1.2% | Reduced |
| Black Swift Group, LLC | 65,220 | $31.0M | 12.70% | −8,631−11.7% | Reduced |
| Inscription Capital, LLC | 65,026 | $31.0M | 8.47% | +12,500+23.8% | Added |
| Exelon Corp | 65,296 | $31.0M | 22.64% | +65,296 | New |
| Swiss Life Asset Management Ltd | 65,400 | $31.1M | 0.40% | −800−1.2% | Reduced |
| First Financial Bank - Trust Division | 65,560 | $31.1M | 3.15% | −3,306−4.8% | Reduced |
| Hall Kathryn A. | 65,580 | $31.1M | 7.19% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 65,746 | $31.2M | 5.99% | +65,746 | New |
| Apexium Financial, LP | 66,044 | $31.4M | 16.19% | +5,817+9.7% | Added |
| Dynamic Advisor Solutions LLC | 67,152 | $31.9M | 2.28% | +7,760+13.1% | Added |
| BigSur Wealth Management LLC | 67,444 | $32.1M | 12.58% | −2,400−3.4% | Reduced |
| Ramiah Investment Group | 68,036 | $32.3M | 21.80% | +57,244+530.4% | Added |
| CPWM, LLC | 75,475 | $32.4M | 2.56% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 74,018 | $32.5M | 2.30% | +1,562+2.2% | Added |
| Saiph Capital, LLC | 68,426 | $32.5M | 21.36% | +68,426 | New |
| Erste Asset Management GmbH | 69,328 | $33.0M | 0.59% | −1,459−2.1% | Reduced |
| Alight Capital Management LP | 70,000 | $33.2M | 10.80% | −15,000−17.6% | Reduced |
| Allie Family Office LLC | 71,559 | $33.4M | 26.51% | +71,559 | New |
| Condor Capital Management | 70,511 | $33.5M | 3.59% | −1,165−1.6% | Reduced |
| Stock Yards Bank & Trust Co | 70,678 | $33.6M | 1.76% | +1,485+2.1% | Added |
| Frank, Rimerman Advisors LLC | 70,807 | $33.6M | 11.28% | +225+0.3% | Added |
| ARS Investment Partners, LLC | 70,825 | $33.6M | 3.09% | +951+1.4% | Added |
| Evermay Wealth Management LLC | 71,009 | $33.7M | 6.03% | −94−0.1% | Reduced |
| Argent Trust Co | 71,089 | $33.8M | 1.98% | +1,050+1.5% | Added |
| Choate Investment Advisors | 71,257 | $33.8M | 1.98% | +3,020+4.4% | Added |
| RSM US Wealth Management LLC | 71,289 | $33.9M | 1.65% | −1,120−1.5% | Reduced |
| Joel Isaacson & Co., LLC | 71,437 | $33.9M | 2.33% | +1,581+2.3% | Added |
| Pinkerton Retirement Specialists, LLC | 71,616 | $34.0M | 5.95% | +70,442+6,000.2% | Added |
| LSP Investment Advisors, LLC | 72,200 | $34.3M | 14.66% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 72,920 | $34.6M | 17.55% | −233−0.3% | Reduced |
| Afg Fiduciary Services Limited Partnership | 73,103 | $34.7M | 24.38% | +73,103 | New |
| NewSquare Capital LLC | 73,243 | $34.8M | 3.69% | −16,196−18.1% | Reduced |
| Boston Private Wealth LLC | 73,437 | $34.9M | 0.57% | −589,390−88.9% | Reduced |
| Hantz Financial Services, Inc. | 73,649 | $35.0M | 1.01% | −260−0.4% | Reduced |
| Element Pointe Advisors, LLC | 74,282 | $35.3M | 10.89% | −21,000−22.0% | Reduced |
| Evergreen Advisors, LLC | 74,554 | $35.4M | 12.08% | −1,595−2.1% | Reduced |
| NTV Asset Management LLC | 74,662 | $35.5M | 5.88% | −2,685−3.5% | Reduced |
| Telemus Capital, LLC | 74,729 | $35.5M | 2.87% | +18,256+32.3% | Added |
| Caldwell Trust Co | 74,845 | $35.5M | 4.09% | −1,830−2.4% | Reduced |
| Scharf Investments, LLC | 74,891 | $35.6M | 1.05% | +34,991+87.7% | Added |
| Wealthcare Advisory Partners LLC | 74,954 | $35.6M | 2.13% | +5,409+7.8% | Added |
| Johnson Financial Group, Inc. | 74,970 | $35.6M | 2.26% | −1,607−2.1% | Reduced |
| Bell Bank | 74,999 | $35.6M | 4.06% | −6,411−7.9% | Reduced |
| Rathbone Brothers plc | 75,371 | $35.8M | 0.35% | −9,558−11.3% | Reduced |
| Prospera Financial Services Inc | 75,431 | $35.8M | 1.55% | +5,373+7.7% | Added |
| Eaton Vance Management | 75,479 | $35.8M | 0.04% | −4,357−5.5% | Reduced |
| Flputnam Investment Management Co | 76,210 | $36.2M | 1.11% | +3,980+5.5% | Added |
| Traverso Chambers Private Wealth Management, LLC | 76,435 | $36.3M | 10.77% | +517+0.7% | Added |
| TownSquare Capital, LLC | 76,445 | $36.3M | 0.91% | +48,050+169.2% | Added |
| Landscape Capital Management, L.L.C. | 76,969 | $36.6M | 5.15% | +46,052+149.0% | Added |
| Brown Brothers Harriman & Co | 77,235 | $36.7M | 0.21% | +325+0.4% | Added |
| Boothbay Fund Management, LLC | 77,595 | $36.9M | 1.22% | +44,802+136.6% | Added |
| Bryn Mawr Trust Co | 77,696 | $36.9M | 1.33% | −1,168−1.5% | Reduced |
| Boston Family Office LLC | 77,757 | $36.9M | 2.40% | −100.0% | Reduced |
| Keel Point, LLC | 77,836 | $37.0M | 5.36% | −6,398−7.6% | Reduced |
| Ferris Capital, LLC | 78,072 | $37.1M | 8.06% | −731−0.9% | Reduced |
| J.W. Cole Advisors, Inc. | 78,326 | $37.2M | 2.42% | +3,356+4.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 78,966 | $37.5M | 1.10% | −473,166−85.7% | Reduced |
| Trinity Financial Advisors LLC | 78,996 | $37.5M | 22.17% | +17,836+29.2% | Added |
| Crewe Advisors LLC | 79,344 | $37.7M | 7.66% | +40.0% | Added |
| MTC Wealth Management LLC | 79,527 | $37.8M | 13.58% | +1,424+1.8% | Added |
| Bank Hapoalim BM | 79,954 | $38.0M | 3.81% | −688−0.9% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 80,158 | $38.1M | 10.96% | +15,423+23.8% | Added |
| Lazard Freres Gestion S.A.S. | 80,266 | $38.2M | 1.03% | +12,205+17.9% | Added |
| Federation des caisses Desjardins du Quebec | 81,150 | $38.5M | 0.38% | +959+1.2% | Added |
| B. Riley Wealth Management, Inc. | 81,410 | $38.7M | 2.68% | +4,646+6.1% | Added |
| Legacy Wealth Management, LLC | 81,830 | $38.9M | 19.89% | −4,045−4.7% | Reduced |
| American Asset Management Inc. | 82,316 | $39.1M | 34.44% | −13,666−14.2% | Reduced |
| Summit Financial, LLC | 82,079 | $39.1M | 2.98% | +5,827+7.6% | Added |
| GYL Financial Synergies, LLC | 82,546 | $39.2M | 10.58% | +53,531+184.5% | Added |