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 |
|---|---|---|---|---|---|
| C M Bidwell & Associates Ltd | 1,093 | $520.0K | 0.32% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,097 | $521.0K | 0.13% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 1,100 | $522.0K | 0.40% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 1,101 | $523.0K | 0.18% | +220+25.0% | Added |
| Hamilton Wealth, LLC | 1,102 | $523.0K | 0.23% | +1,102 | New |
| S&T Bank | 1,104 | $524.0K | 0.08% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 1,108 | $526.0K | 0.11% | −1−0.1% | Reduced |
| Investment Advisory Group, LLC | 1,170 | $526.0K | 0.34% | +1,170 | New |
| Court Place Advisors, LLC | 1,110 | $527.0K | 0.15% | +1+0.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,112 | $528.0K | 0.11% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 1,115 | $530.0K | 0.11% | −1,511−57.5% | Reduced |
| AAFCPAs Wealth Management, LLC | 1,117 | $530.6K | 0.38% | +2+0.2% | Added |
| TTP Investments, Inc. | 1,117 | $531.0K | 0.40% | +1,117 | New |
| Lederer & Associates Investment Counsel | 1,120 | $532.0K | 0.31% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 1,120 | $532.0K | 0.17% | +172+18.1% | Added |
| Cox Capital Mgt LLC | 1,127 | $535.0K | 0.32% | −70−5.8% | Reduced |
| Day & Ennis, LLC | 1,129 | $536.0K | 0.18% | −99−8.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,128 | $536.0K | 0.06% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,130 | $537.0K | 0.35% | +475+72.5% | Added |
| Ritter Daniher Financial Advisory, LLC | 1,132 | $538.0K | 0.36% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,134 | $539.0K | 0.31% | +2+0.2% | Added |
| JCP Investment Management, LLC | 1,136 | $540.0K | 0.40% | +1,136 | New |
| Private Management Group Inc | 1,140 | $541.0K | 0.02% | −125−9.9% | Reduced |
| Gibson Capital, LLC | 1,140 | $541.0K | 0.13% | 00.0% | Unchanged |
| Tanglewood Wealth Management, Inc. | 1,139 | $541.0K | 0.09% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 1,147 | $545.0K | 0.31% | +5+0.4% | Added |
| HT Partners LLC | 1,150 | $546.0K | 0.16% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,150 | $546.0K | 0.32% | +2+0.2% | Added |
| Cornerstone Capital, Inc. | 1,151 | $547.0K | 0.06% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 1,151 | $547.0K | 0.07% | +275+31.4% | Added |
| Bordeaux Wealth Advisors LLC | 1,156 | $549.0K | 0.25% | +12+1.0% | Added |
| Bellevue Asset Management, LLC | 1,155 | $549.0K | 0.32% | +48+4.3% | Added |
| Stony Point Wealth Management Inc. | 1,157 | $550.0K | 0.29% | −8−0.7% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,157 | $550.0K | 0.24% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 1,158 | $550.0K | 0.37% | +60+5.5% | Added |
| Arbor Investment Advisors, LLC | 1,160 | $551.0K | 0.10% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 1,161 | $551.0K | 0.55% | +1,161 | New |
| Oarsman Capital, Inc. | 1,162 | $552.0K | 0.22% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 1,165 | $553.0K | 0.17% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,166 | $553.0K | 0.18% | +343+41.7% | Added |
| Reston Wealth Management LLC | 1,175 | $558.0K | 0.27% | +4+0.3% | Added |
| Souders Financial Advisors | 1,179 | $560.0K | 0.16% | +70+6.3% | Added |
| Fountainhead AM, LLC | 1,182 | $561.0K | 0.24% | +173+17.1% | Added |
| Alhambra Investment Partners LLC | 1,183 | $562.0K | 0.39% | −30−2.5% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 1,184 | $562.6K | 0.52% | +1,184 | New |
| Truvestments Capital LLC | 1,189 | $565.0K | 0.28% | −7−0.6% | Reduced |
| Aire Advisors, LLC | 1,194 | $565.0K | 0.24% | +1,194 | New |
| Granite Bay Wealth Management, LLC | 1,191 | $566.0K | 0.56% | +1,191 | New |
| Intelligent Financial Strategies | 1,194 | $567.0K | 0.51% | +1,194 | New |
| Willow Creek Wealth Management Inc. | 1,196 | $568.0K | 0.12% | +175+17.1% | Added |
| Kistler-Tiffany Companies, LLC | 1,198 | $569.0K | 0.11% | +1+0.1% | Added |
| FirstPurpose Wealth LLC | 1,200 | $570.0K | 0.36% | +1,200 | New |
| Cladis Investment Advisory, LLC | 1,201 | $570.4K | 0.46% | +1,201 | New |
| DDD Partners, LLC | 1,202 | $571.0K | 0.08% | +13+1.1% | Added |
| Liberty Wealth Management LLC | – | $572.0K | 0.22% | – | – |
| Hedeker Wealth, LLC | 1,218 | $578.0K | 0.17% | +546+81.3% | Added |
| David J Yvars Group | 1,217 | $579.0K | 0.36% | −1,184−49.3% | Reduced |
| Diversified Investment Strategies, LLC | 1,219 | $579.0K | 0.42% | −90−6.9% | Reduced |
| Smart Portfolios, LLC | 1,218 | $579.0K | 0.44% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,221 | $580.0K | 0.13% | +3+0.2% | Added |
| SJS Investment Consulting Inc. | 1,220 | $580.0K | 0.17% | +1,220 | New |
| NovaPoint Capital, LLC | 1,223 | $581.0K | 0.21% | +16+1.3% | Added |
| Meadow Creek Wealth Advisors LLC | 1,225 | $582.0K | 0.55% | +1,225 | New |
| Telos Capital Management, Inc. | 1,231 | $585.0K | 0.07% | −75−5.7% | Reduced |
| Foster Group, Inc. | 1,232 | $585.0K | 0.05% | +37+3.1% | Added |
| Holderness Investments Co | 1,231 | $585.0K | 0.17% | +59+5.0% | Added |
| Norwood Financial Corp | 1,232 | $585.0K | 0.81% | +1,232 | New |
| Exeter Financial, LLC | 1,258 | $586.0K | 0.32% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,235 | $587.0K | 0.14% | −20−1.6% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 1,238 | $588.0K | 0.20% | −1,513−55.0% | Reduced |
| Crew Capital Management, Ltd. | 1,245 | $591.0K | 0.50% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,245 | $591.0K | 0.38% | +1,245 | New |
| LifePro Asset Management | 1,249 | $593.0K | 0.18% | +138+12.4% | Added |
| Ardent Capital Management, Inc. | 1,251 | $594.0K | 0.39% | +1,251 | New |
| Armor Investment Advisors, LLC | 1,255 | $596.0K | 0.34% | −122−8.9% | Reduced |
| America First Investment Advisors, LLC | 1,256 | $596.0K | 0.17% | +4+0.3% | Added |
| Polar Asset Management Partners Inc. | 1,256 | $597.0K | 0.01% | −68,544−98.2% | Reduced |
| Betterment LLC | 1,257 | $597.0K | 0.00% | −1−0.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,262 | $599.0K | 0.14% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,265 | $601.0K | 0.36% | +35+2.8% | Added |
| Orleans Capital Management Corp | 1,274 | $605.0K | 0.34% | −10−0.8% | Reduced |
| Western Pacific Wealth Management, LP | 1,275 | $605.0K | 0.39% | +1,275 | New |
| Arcadia Investment Management Corp | 1,279 | $607.0K | 0.10% | −465−26.7% | Reduced |
| LS Investment Advisors, LLC | 1,280 | $608.0K | 0.09% | −3,593−73.7% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,282 | $609.0K | 0.05% | −1−0.1% | Reduced |
| N.E.W. Advisory Services LLC | 1,285 | $611.0K | 0.09% | −95−6.9% | Reduced |
| Wiser Wealth Management, Inc | 1,289 | $612.0K | 0.30% | +3+0.2% | Added |
| Sadoff Investment Management LLC | 1,289 | $612.0K | 0.04% | +199+18.3% | Added |
| Grant/GrossMendelsohn, LLC | 1,304 | $612.0K | 0.49% | +431+49.4% | Added |
| Campbell Newman Asset Management Inc | 1,290 | $613.0K | 0.05% | +1,290 | New |
| Gradient Capital Advisors, LLC | 1,296 | $616.0K | 0.26% | −198−13.3% | Reduced |
| Hall Capital Management Co Inc | 1,300 | $617.0K | 0.35% | 00.0% | Unchanged |
| Resolute Financial, LLC | 1,302 | $618.0K | 0.46% | +1,302 | New |
| Hyperion Capital Advisors LP | 1,304 | $619.0K | 0.14% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 1,316 | $625.0K | 0.38% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 1,316 | $625.0K | 0.60% | +1,316 | New |
| HC Financial Advisors Inc | 1,322 | $628.0K | 0.35% | 00.0% | Unchanged |
| Trust Co | 1,323 | $628.0K | 0.15% | +24+1.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,326 | $630.0K | 0.18% | −4−0.3% | Reduced |
| Falcon Wealth Planning | 1,330 | $632.0K | 0.21% | 00.0% | Unchanged |