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; 4,668 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
- 3,181
- +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
48 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Wealth Advisors of Tampa Bay, LLC | 718 | $341.0K | 0.08% | +718 | New |
| Sandbox Financial Partners, LLC | 720 | $342.0K | 0.21% | −79−9.9% | Reduced |
| Moseley Investment Management Inc | 721 | $342.0K | 0.16% | −20−2.7% | Reduced |
| Azimuth Capital Management LLC | 723 | $343.0K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 722 | $343.0K | 0.15% | +36+5.2% | Added |
| Roman Butler Fullerton & Co | 726 | $345.0K | 0.15% | −1−0.1% | Reduced |
| Greenspring Advisors, LLC | 729 | $346.0K | 0.09% | +729 | New |
| Ten Capital Wealth Advisors, LLC | 730 | $347.0K | 0.14% | +56+8.3% | Added |
| Stockman Wealth Management, Inc. | 730 | $347.0K | 0.07% | +200+37.7% | Added |
| Legacy Financial Advisors, Inc. | 736 | $350.0K | 0.08% | −591−44.5% | Reduced |
| WMG Financial Advisors, LLC | 745 | $350.0K | 0.27% | +745 | New |
| Lion Street Advisors, LLC | 744 | $353.0K | 0.17% | 00.0% | Unchanged |
| Vantage Investment Partners, LLC | 743 | $353.0K | 0.02% | +25+3.5% | Added |
| Ami Asset Management Corp | 743 | $353.0K | 0.02% | +743 | New |
| St. Clair Advisors, LLC | 744 | $353.4K | 0.20% | 00.0% | Unchanged |
| Standard Family Office LLC | 750 | $356.0K | 3.16% | +750 | New |
| Cannon Global Investment Management, LLC | 750 | $356.0K | 0.56% | +750 | New |
| Maryland Capital Advisors Inc. | 750 | $356.0K | 0.29% | +750 | New |
| Colonial River Wealth Management, LLC | 752 | $357.0K | 0.19% | −21,573−96.6% | Reduced |
| BHK Investment Advisors, LLC | 755 | $359.0K | 0.14% | +28+3.9% | Added |
| Soros Capital Management LLC | 757 | $360.0K | 0.10% | +14+1.9% | Added |
| Cutler Investment Counsel LLC | 764 | $363.0K | 0.05% | +98+14.7% | Added |
| Camden National Bank | 767 | $364.0K | 0.06% | +110+16.7% | Added |
| Dorchester Wealth Management Co | 768 | $365.0K | 0.07% | −1,000−56.6% | Reduced |
| Doliver Advisors, LP | 813 | $365.0K | 0.12% | −608−42.8% | Reduced |
| Vision Capital Management, Inc. | 772 | $367.0K | 0.05% | −18−2.3% | Reduced |
| Eagle Harbor Asset Management Inc | 773 | $367.1K | 0.48% | +773 | New |
| Pflug Koory, LLC | 774 | $368.0K | 0.19% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 779 | $370.0K | 0.05% | −1,997−71.9% | Reduced |
| Addison Capital Co | 779 | $370.0K | 0.17% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 780 | $370.0K | 0.12% | +20+2.6% | Added |
| Cornerstone National Bank & Trust Co | 781 | $370.9K | 0.16% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 784 | $372.0K | 0.29% | −5−0.6% | Reduced |
| Evergreen Wealth Solutions, LLC | 788 | $374.0K | 0.34% | +788 | New |
| DGS Capital Management, LLC | 789 | $375.0K | 0.23% | +789 | New |
| Vaughan & Co Securities, Inc. | 795 | $378.0K | 0.26% | 00.0% | Unchanged |
| RDA Financial Network | 797 | $378.0K | 0.15% | +141+21.5% | Added |
| Twelve Points Wealth Management LLC | 796 | $378.0K | 0.31% | +796 | New |
| Triune Financial Partners, LLC | 796 | $378.1K | 0.19% | +796 | New |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 797 | $379.0K | 0.17% | 00.0% | Unchanged |
| Wealthsimple Inc. | 799 | $379.0K | 0.01% | +799 | New |
| Corrigan Financial, Inc. | 799 | $379.5K | 0.11% | +1+0.1% | Added |
| Diversified, LLC | 800 | $380.0K | 0.16% | −22−2.7% | Reduced |
| Check Capital Management Inc | 800 | $380.0K | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 800 | $380.0K | 0.01% | 00.0% | Unchanged |
| Retirement Solution Inc. | 806 | $383.0K | 0.16% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 813 | $386.0K | 0.00% | +813 | New |
| RPg Family Wealth Advisory, LLC | 812 | $386.5K | 0.15% | +305+60.2% | Added |
| Maripau Wealth Management LLC | 869 | $390.0K | 0.37% | +869 | New |
| Bridges Investment Management Inc | 823 | $391.0K | 0.01% | −25−2.9% | Reduced |
| Assetmark, Inc | 831 | $395.0K | 0.00% | −778−48.4% | Reduced |
| AIMZ Investment Advisors, LLC | 831 | $395.0K | 0.15% | −69−7.7% | Reduced |
| LPWM LLC | 832 | $395.0K | 0.21% | 00.0% | Unchanged |
| American Money Management, LLC | 831 | $395.0K | 0.10% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 830 | $396.0K | 0.10% | −250−23.1% | Reduced |
| Parker Investment Management, LLC | 839 | $398.0K | 0.06% | 00.0% | Unchanged |
| Asset Planning Services, Ltd. | 840 | $399.0K | 0.18% | −429−33.8% | Reduced |
| Dohj, LLC | 840 | $399.0K | 0.18% | 00.0% | Unchanged |
| Hill Island Financial LLC | 839 | $399.0K | 0.14% | +839 | New |
| Red Wave Investments LLC | 843 | $400.0K | 0.14% | +4+0.5% | Added |
| Roberts Capital Advisors, LLC | 844 | $401.0K | 0.37% | +844 | New |
| Tuttle Tactical Management | 846 | $402.0K | 0.61% | −353−29.4% | Reduced |
| Topel & Distasi Wealth Management, LLC | 846 | $402.0K | 0.16% | +846 | New |
| Bivin & Associates, Inc. | 848 | $403.0K | 0.35% | +848 | New |
| Strengthening Families & Communities, LLC | 848 | $403.0K | 0.31% | +848 | New |
| Smithbridge Asset Management Inc | 850 | $404.0K | 0.12% | +850 | New |
| D.B. Root & Company, LLC | 853 | $405.0K | 0.15% | +294+52.6% | Added |
| Rinkey Investments | 861 | $405.0K | 0.37% | +861 | New |
| Lionsbridge Wealth Management LLC | 856 | $406.0K | 0.44% | +856 | New |
| Cross Staff Investments Inc | 855 | $406.0K | 0.36% | +855 | New |
| Constitution Capital LLC | 856 | $407.0K | 0.22% | +39+4.8% | Added |
| Bank of Stockton | 860 | $408.0K | 0.12% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 866 | $411.0K | 0.39% | +866 | New |
| Blue Barn Wealth, LLC | 867 | $412.0K | 0.28% | +7+0.8% | Added |
| Sanders Morris Harris LLC | 867 | $412.0K | 0.07% | +24+2.8% | Added |
| Smith & Howard Wealth Management, LLC | 869 | $413.0K | 0.19% | −3,802−81.4% | Reduced |
| Baugh & Associates, LLC | 870 | $413.0K | 0.23% | −13−1.5% | Reduced |
| Cannon Financial Strategists, Inc. | 870 | $413.2K | 0.15% | +259+42.4% | Added |
| Wealth Effects LLC | 872 | $414.0K | 0.17% | +872 | New |
| Financial Insights, Inc. | 873 | $415.0K | 0.36% | −16−1.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 876 | $416.0K | 0.13% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 877 | $417.0K | 0.21% | +877 | New |
| Eudaimonia Advisors LLC | 878 | $417.0K | 0.25% | +878 | New |
| DeDora Capital, Inc. | 881 | $418.0K | 0.31% | 00.0% | Unchanged |
| Summitry LLC | 885 | $420.0K | 0.02% | +885 | New |
| Decatur Capital Management, Inc. | 889 | $422.0K | 0.25% | 00.0% | Unchanged |
| Planning Center, Inc. | 926 | $423.0K | 0.34% | +926 | New |
| Strategic Investment Advisors | 892 | $424.0K | 0.08% | +2+0.2% | Added |
| Bluesphere Advisors, LLC | 896 | $426.0K | 0.35% | −1−0.1% | Reduced |
| Ade, LLC | 898 | $426.0K | 0.36% | 00.0% | Unchanged |
| Rise Advisors, LLC | 897 | $426.2K | 0.41% | +897 | New |
| Martin & Co Inc | 900 | $427.0K | 0.10% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 901 | $428.0K | 0.07% | −300−25.0% | Reduced |
| Waypoint Wealth Partners Inc. | 902 | $428.0K | 0.15% | −140−13.4% | Reduced |
| Beta Wealth Group, Inc. | 996 | $428.0K | 0.31% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 900 | $429.0K | 0.34% | +900 | New |
| JFG Wealth Management, LLC | 905 | $430.0K | 0.16% | −34−3.6% | Reduced |
| Stonehearth Capital Management, LLC | 905 | $430.0K | 0.22% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 908 | $431.0K | 0.00% | −2−0.2% | Reduced |
| Ballast, Inc. | 911 | $432.0K | 0.17% | +1+0.1% | Added |