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 |
|---|---|---|---|---|---|
| Cutler Capital Management, LLC | 909 | $432.0K | 0.16% | +50+5.8% | Added |
| Compass Capital Management, Inc | 912 | $433.0K | 0.03% | −48−5.0% | Reduced |
| Eagle Ridge Investment Management | 914 | $434.0K | 0.05% | −166−15.4% | Reduced |
| Corbenic Partners LLC | 912 | $435.0K | 0.08% | +2+0.2% | Added |
| Stewardship Advisors, LLC | 915 | $435.0K | 0.16% | +211+30.0% | Added |
| Coco Enterprises, LLC | 915 | $435.0K | 0.34% | +915 | New |
| Cedar Wealth Management, LLC | 920 | $437.0K | 0.18% | −15−1.6% | Reduced |
| Rezny Wealth Management, Inc. | 925 | $439.0K | 0.14% | 00.0% | Unchanged |
| Financial Life Advisors | 925 | $439.0K | 0.17% | +275+42.3% | Added |
| Nauset Wealth Management. LLC | 925 | $440.0K | 0.42% | +925 | New |
| Barings LLC | 929 | $441.0K | 0.01% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 932 | $443.0K | 0.13% | 00.0% | Unchanged |
| Regal Wealth Group, Inc. | 943 | $448.0K | 0.25% | +3+0.3% | Added |
| Gables Capital Management Inc. | 945 | $449.0K | 0.27% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 942 | $449.0K | 0.19% | +51+5.7% | Added |
| Lester Murray Antman dba SimplyRich | 952 | $452.0K | 0.15% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 955 | $454.0K | 0.06% | +225+30.8% | Added |
| Abbot Financial Management, Inc. | 957 | $455.0K | 0.20% | 00.0% | Unchanged |
| Keystone Financial Services | 958 | $455.0K | 0.23% | +958 | New |
| Essex LLC | 961 | $456.0K | 0.12% | 00.0% | Unchanged |
| Eclectic Associates Inc | 959 | $456.0K | 0.29% | +490+104.5% | Added |
| MainStreet Investment Advisors LLC | 963 | $457.0K | 0.04% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 963 | $457.0K | 0.15% | +963 | New |
| Beirne Wealth Consulting Services, LLC | 962 | $458.0K | 0.25% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 965 | $458.0K | 0.20% | +965 | New |
| BancFirst Trust & Investment Management | 964 | $458.0K | 0.35% | +964 | New |
| Old Mission Investment Co LLC | 965 | $458.3K | 0.17% | +165+20.6% | Added |
| Adell Harriman & Carpenter Inc | 966 | $458.8K | 0.04% | −15−1.5% | Reduced |
| Key Financial Inc | 966 | $459.0K | 0.23% | −70−6.8% | Reduced |
| Better Money Decisions, LLC | 967 | $459.0K | 0.39% | +50+5.5% | Added |
| Diligent Investors, LLC | 968 | $460.0K | 0.13% | +968 | New |
| TD Capital Management LLC | 973 | $462.0K | 0.05% | −97−9.1% | Reduced |
| McRae Capital Management Inc | 972 | $462.0K | 0.10% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 974 | $463.0K | 0.23% | −988−50.4% | Reduced |
| Heritage Investors Management Corp | 975 | $463.0K | 0.02% | +75+8.3% | Added |
| Investors Research Corp | 977 | $464.0K | 0.14% | 00.0% | Unchanged |
| Suncoast Equity Management | 977 | $464.0K | 0.06% | +444+83.3% | Added |
| Magnolia Capital Advisors LLC | 983 | $467.0K | 0.14% | −106−9.7% | Reduced |
| Meridian Wealth Partners, LLC | 987 | $469.0K | 0.09% | 00.0% | Unchanged |
| Brightworth | 990 | $470.0K | 0.04% | +1+0.1% | Added |
| Terra Nova Asset Management LLC | 992 | $471.0K | 0.35% | −5−0.5% | Reduced |
| Wellington Shields Capital Management, LLC | 993 | $471.0K | 0.06% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 997 | $473.0K | 0.19% | −216−17.8% | Reduced |
| Orgel Wealth Management, LLC | 995 | $473.0K | 0.05% | +24+2.5% | Added |
| Acima Private Wealth, LLC | 999 | $474.0K | 0.20% | 00.0% | Unchanged |
| CSS LLC | 1,000 | $475.0K | 0.02% | −17,000−94.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,000 | $475.0K | 0.07% | −5−0.5% | Reduced |
| Palisade Capital Management LLC | 1,000 | $475.0K | 0.01% | 00.0% | Unchanged |
| Capital Management Corp | 1,000 | $475.0K | 0.10% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,000 | $475.0K | 0.43% | 00.0% | Unchanged |
| Main Street Research LLC | 1,000 | $475.0K | 0.04% | +261+35.3% | Added |
| Mosaic Advisors LLC | 1,002 | $476.0K | 0.35% | +2+0.2% | Added |
| Opus Capital Group, LLC | 1,004 | $477.0K | 0.10% | −45−4.3% | Reduced |
| Astoria Strategic Wealth, Inc. | 1,005 | $477.0K | 0.18% | +1,005 | New |
| Capstone Triton Financial Group, LLC | 1,005 | $479.0K | 0.97% | +24+2.4% | Added |
| TRUE Private Wealth Advisors | 1,010 | $479.0K | 0.07% | +469+86.7% | Added |
| Wick Capital Partners, LLC | 1,008 | $479.0K | 0.37% | +1,008 | New |
| Columbia Trust Co 01012016 | 1,121 | $481.0K | 0.25% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 1,015 | $482.0K | 0.16% | −59−5.5% | Reduced |
| HFR Wealth Management, LLC | 1,014 | $482.0K | 0.12% | +411+68.2% | Added |
| Sage Investment Advisers LLC | 1,017 | $483.0K | 0.62% | +1,017 | New |
| Silver Lake Advisory, LLC | 1,022 | $485.0K | 0.22% | +2+0.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,025 | $487.0K | 0.03% | −63−5.8% | Reduced |
| Fulcrum Capital LLC | 1,026 | $487.0K | 0.11% | −40−3.8% | Reduced |
| Axiom Investment Management LLC | 1,025 | $487.0K | 0.47% | +1,025 | New |
| United Community Bank | 1,029 | $488.7K | 0.49% | +1,029 | New |
| Integrated Investment Consultants, LLC | 1,030 | $489.0K | 0.13% | −665−39.2% | Reduced |
| TPG Financial Advisors, LLC | 1,030 | $489.0K | 0.30% | −26−2.5% | Reduced |
| UMA Financial Services, Inc. | 1,052 | $490.0K | 0.13% | −74−6.6% | Reduced |
| KWMG, LLC | 1,032 | $490.0K | 0.07% | −14−1.3% | Reduced |
| Washington Trust Bank | 1,037 | $492.0K | 0.05% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,038 | $493.0K | 0.13% | −32−3.0% | Reduced |
| Alaethes Wealth LLC | 1,040 | $494.0K | 0.31% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 1,041 | $494.0K | 0.60% | +1,041 | New |
| Stone Asset Management Inc. | 1,039 | $494.0K | 0.29% | +1,039 | New |
| Mechanics Financial Corp | 1,042 | $495.0K | 0.23% | +1,042 | New |
| Gleason Group, Inc. | 1,043 | $496.0K | 0.16% | +2+0.2% | Added |
| Advance Capital Management, Inc. | 1,044 | $496.0K | 0.10% | +1,044 | New |
| Outlook Wealth Advisors, LLC | 1,046 | $497.0K | 0.15% | −7−0.7% | Reduced |
| GHP Investment Advisors, Inc. | 1,047 | $497.0K | 0.04% | +10+1.0% | Added |
| BCGM Wealth Management, LLC | 1,054 | $501.0K | 0.27% | −42−3.8% | Reduced |
| Financial Management Concepts Corp | 1,057 | $502.0K | 0.37% | −32−2.9% | Reduced |
| Eastover Investment Advisors LLC | 1,057 | $502.0K | 0.29% | +7+0.7% | Added |
| KRS Capital Management, LLC | 1,057 | $502.0K | 0.43% | +1,057 | New |
| Columbus Macro, LLC | 1,059 | $503.0K | 0.17% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,061 | $504.0K | 0.08% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,061 | $504.0K | 0.14% | +887+509.8% | Added |
| Heritage Way Advisors, LLC | 1,069 | $508.0K | 0.19% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,071 | $509.0K | 0.31% | +54+5.3% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,074 | $510.0K | 0.28% | +2+0.2% | Added |
| IMS Capital Management | 1,073 | $510.0K | 0.26% | +15+1.4% | Added |
| AF Advisors, Inc. | 1,075 | $511.0K | 0.29% | 00.0% | Unchanged |
| Smead Capital Management, Inc. | 1,075 | $511.0K | 0.01% | +1,075 | New |
| KCS Wealth Advisory | 1,082 | $514.0K | 0.21% | −14−1.3% | Reduced |
| WealthTrust Axiom LLC | 1,084 | $514.0K | 0.16% | +79+7.9% | Added |
| Signature Wealth Management Group | 1,084 | $515.0K | 0.26% | +1,084 | New |
| Keystone Wealth Partners | 1,087 | $516.0K | 0.23% | +1,087 | New |
| Spinnaker Investment Group, LLC | 1,146 | $518.0K | 0.18% | +1,146 | New |
| Evolutionary Tree Capital Management, LLC | 1,093 | $519.0K | 0.25% | +1,093 | New |
| jvl associates llc | 1,094 | $520.0K | 0.33% | −19−1.7% | Reduced |