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 |
|---|---|---|---|---|---|
| Cambridge Associates LLC | 83,971 | $39.9M | 2.99% | −13,858−14.2% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 84,248 | $40.0M | 6.63% | +1,327+1.6% | Added |
| Robertson Stephens Wealth Management, LLC | 84,238 | $40.1M | 3.43% | −3,747−4.3% | Reduced |
| Old National Bancorp | 84,794 | $40.3M | 1.44% | +10,206+13.7% | Added |
| Lutz Financial Services LLC | 84,861 | $40.3M | 4.95% | −1,789−2.1% | Reduced |
| Wetherby Asset Management Inc | 85,915 | $40.8M | 2.30% | −260.0% | Reduced |
| Murphy Capital Management Inc | 86,234 | $41.0M | 4.40% | −449−0.5% | Reduced |
| V2 Financial group LLC | 86,559 | $41.1M | 31.90% | −25,115−22.5% | Reduced |
| All Terrain Financial Advisors, LLC | 86,594 | $41.1M | 17.47% | −5,594−6.1% | Reduced |
| Fluent Financial, LLC | 86,785 | $41.2M | 16.78% | +4,127+5.0% | Added |
| Birinyi Associates Inc | 86,934 | $41.3M | 12.94% | −1,051−1.2% | Reduced |
| Mizuho Markets Americas LLC | 87,496 | $41.6M | 2.19% | +36,800+72.6% | Added |
| Affinia Financial Group, LLC | 91,039 | $41.6M | 27.02% | −4,949−5.2% | Reduced |
| Clarity Financial LLC | 87,599 | $41.6M | 6.60% | +84,564+2,786.3% | Added |
| Atalanta Sosnoff Capital, LLC | 87,722 | $41.7M | 0.90% | +44,284+101.9% | Added |
| Covington Capital Management | 87,922 | $41.8M | 1.44% | −2,892−3.2% | Reduced |
| Zeke Capital Advisors, LLC | 88,332 | $42.0M | 2.45% | +9,756+12.4% | Added |
| Consolidated Investment Group LLC | 88,450 | $42.0M | 6.66% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 88,731 | $42.1M | 11.77% | +25,413+40.1% | Added |
| Greenhouse Wealth Management, LLC | 89,171 | $42.4M | 37.83% | −1,624−1.8% | Reduced |
| Crestwood Advisors Group LLC | 89,475 | $42.5M | 1.10% | −2,710−2.9% | Reduced |
| D.A. Davidson & Co. | 89,729 | $42.6M | 0.45% | +4,876+5.7% | Added |
| Payden & Rygel | 89,778 | $42.6M | 1.97% | +7,470+9.1% | Added |
| Yousif Capital Management, LLC | 90,116 | $42.8M | 0.44% | +90,116 | New |
| IFG Advisory, LLC | 90,296 | $42.9M | 4.18% | +2,439+2.8% | Added |
| CenterStar Asset Management, LLC | – | $43.0M | 32.73% | – | – |
| Natixis Advisors, L.P. | 90,535 | $43.0M | 0.16% | +14,108+18.5% | Added |
| CoreCap Advisors, LLC | 90,919 | $43.2M | 2.89% | +90,919 | New |
| Jenkins Wealth | 98,591 | $43.3M | 16.47% | +98,591 | New |
| Nicholas Hoffman & Company, LLC. | 91,437 | $43.4M | 1.39% | −2,646−2.8% | Reduced |
| SNS Financial Group, LLC | 91,690 | $43.5M | 5.00% | +212+0.2% | Added |
| Atticus Wealth Management, LLC | 91,816 | $43.6M | 17.02% | −5,900−6.0% | Reduced |
| Berkeley Capital Partners, LLC | 92,365 | $43.9M | 18.02% | +4,017+4.5% | Added |
| Atlantic Private Wealth, LLC | 92,527 | $43.9M | 39.90% | +92,527 | New |
| Banque Pictet & Cie SA | 93,038 | $44.2M | 0.33% | −96,405−50.9% | Reduced |
| Daniels&Tansey,LLP | 93,303 | $44.3M | 13.69% | −3,552−3.7% | Reduced |
| Cypress Capital, LLC | 93,357 | $44.3M | 5.05% | +3,534+3.9% | Added |
| Global Retirement Partners, LLC | 93,490 | $44.4M | 34.37% | +7,584+8.8% | Added |
| Olympus Wealth Management, LLC | 93,534 | $44.4M | 30.84% | +93,534 | New |
| Eos Management, L.P. | 93,931 | $44.6M | 26.27% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 94,640 | $45.0M | 21.31% | −61,232−39.3% | Reduced |
| Regions Financial Corp | 94,653 | $45.0M | 0.35% | +4,214+4.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 94,776 | $45.0M | 2.25% | −1,086−1.1% | Reduced |
| Prio Wealth Limited Partnership | 94,996 | $45.1M | 1.38% | −490−0.5% | Reduced |
| Steel Peak Wealth Management LLC | 95,186 | $45.2M | 2.72% | +28,107+41.9% | Added |
| Davidson Capital Management Inc. | 95,386 | $45.3M | 24.81% | +2,215+2.4% | Added |
| American Portfolios Advisors | 95,454 | $45.3M | 1.53% | +24,327+34.2% | Added |
| Stone House Investment Management, LLC | 95,486 | $45.4M | 15.52% | +832+0.9% | Added |
| Viridian Ria, LLC | 95,542 | $45.4M | 9.59% | +95,542 | New |
| Bremer Bank National Association | 95,809 | $45.5M | 7.53% | −3,697−3.7% | Reduced |
| Belpointe Asset Management LLC | 96,325 | $45.8M | 2.85% | +3,498+3.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 96,432 | $45.8M | 1.82% | +9,804+11.3% | Added |
| Retirement Income Solutions, Inc | 96,714 | $45.9M | 12.28% | +2,626+2.8% | Added |
| Churchill Management Corp | 97,524 | $46.3M | 0.65% | −2,302−2.3% | Reduced |
| Graypoint LLC | 97,642 | $46.4M | 4.86% | +2,659+2.8% | Added |
| HM Payson & Co | 97,742 | $46.4M | 1.01% | −118−0.1% | Reduced |
| Anfield Capital Management, LLC | 98,311 | $46.7M | 16.10% | −26,409−21.2% | Reduced |
| Crescent Grove Advisors, LLC | 98,343 | $46.9M | 4.40% | +123+0.1% | Added |
| Perella Weinberg Partners Capital Management LP | 98,958 | $47.0M | 8.71% | −100,849−50.5% | Reduced |
| Mechanics Bank Trust Department | 99,052 | $47.0M | 6.95% | +1,113+1.1% | Added |
| HMS Capital Management, LLC | 99,115 | $47.1M | 20.53% | +9,340+10.4% | Added |
| Kore Private Wealth LLC | 99,643 | $47.3M | 5.77% | +5,558+5.9% | Added |
| Westpark Management, LLC | 100,000 | $47.5M | 44.60% | +100,000 | New |
| Aua Capital Management, LLC | 100,508 | $47.7M | 28.01% | +742+0.7% | Added |
| Wright Fund Managment, LLC | 100,600 | $47.8M | 3.97% | +100,600 | New |
| Virtu Financial LLC | 100,813 | $47.9M | 4.90% | −54,583−35.1% | Reduced |
| Simmons Bank | 100,816 | $47.9M | 3.35% | +9,521+10.4% | Added |
| Maven Securities LTD | 100,977 | $48.0M | 5.95% | +100,977 | New |
| Bradley Foster & Sargent Inc | 101,946 | $48.4M | 1.00% | +60,035+143.2% | Added |
| Kozak & Associates, Inc. | 113,861 | $48.4M | 31.01% | +867+0.8% | Added |
| Strategic Wealth Partners Group LLC | 102,105 | $48.5M | 8.41% | −3,028−2.9% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 102,485 | $48.7M | 5.24% | −3,274−3.1% | Reduced |
| Activest Wealth Management | 102,854 | $48.9M | 30.21% | −3,140−3.0% | Reduced |
| Equitable Holdings, Inc. | 102,905 | $48.9M | 0.77% | +19,467+23.3% | Added |
| Clear Street Markets LLC | 103,835 | $49.3M | 4.42% | +77,942+301.0% | Added |
| Dean, Jacobson Financial Services, LLC | 103,977 | $49.4M | 41.09% | +103,977 | New |
| Novare Capital Management LLC | 104,135 | $49.5M | 5.01% | +10,647+11.4% | Added |
| Moneta Group Investment Advisors LLC | 104,272 | $49.5M | 2.01% | +760+0.7% | Added |
| Janus Henderson Group PLC | 104,289 | $49.5M | 0.02% | +104,289 | New |
| Granby Capital Management, LLC | 104,500 | $49.6M | 34.64% | +50,000+91.7% | Added |
| Colony Group LLC | 105,166 | $50.0M | 0.88% | −14,850−12.4% | Reduced |
| RMB Capital Management, LLC | 105,321 | $50.0M | 1.51% | +2,465+2.4% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 106,000 | $50.3M | 12.94% | 00.0% | Unchanged |
| Edgewood Management LLC | 106,455 | $50.6M | 0.08% | +70,435+195.5% | Added |
| Wade G W & Inc | 106,510 | $50.6M | 2.20% | +882+0.8% | Added |
| German American Bancorp, Inc. | 106,749 | $50.7M | 7.10% | +759+0.7% | Added |
| Kent Ziegler | 107,269 | $50.9M | 27.15% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 108,120 | $51.4M | 1.27% | −16,845−13.5% | Reduced |
| Regentatlantic Capital LLC | 108,271 | $51.4M | 1.44% | −1,752−1.6% | Reduced |
| IHT Wealth Management, LLC | 108,708 | $51.6M | 3.81% | −1,705−1.5% | Reduced |
| Governors Lane LP | 109,170 | $51.9M | 3.74% | −55,042−33.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 109,218 | $51.9M | 1.71% | −3,717−3.3% | Reduced |
| NewEdge Wealth, LLC | 109,714 | $52.1M | 2.18% | +12,723+13.1% | Added |
| Johnson Investment Counsel Inc | 109,625 | $52.2M | 0.64% | +56+0.1% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 110,159 | $52.3M | 3.43% | +10,527+10.6% | Added |
| AIA Group Ltd | 111,400 | $52.9M | 2.50% | +6,400+6.1% | Added |
| Glenview Trust Co | 112,978 | $53.7M | 1.78% | +8,411+8.0% | Added |
| Omers Administration Corp | 112,985 | $53.7M | 0.70% | −6,500−5.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 114,233 | $54.3M | 1.17% | +25,827+29.2% | Added |
| DuPont Capital Management Corp | 114,390 | $54.3M | 1.94% | +31,644+38.2% | Added |