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 |
|---|---|---|---|---|---|
| Bluestem Financial Advisors, LLC | 1,333 | $633.0K | 0.39% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 1,334 | $634.0K | 0.09% | −1,059−44.3% | Reduced |
| Karp Capital Management Corp | 1,334 | $634.0K | 0.08% | +19+1.4% | Added |
| Accurate Wealth Management, LLC | 1,381 | $634.0K | 0.52% | +166+13.7% | Added |
| Ethic Inc. | 1,334 | $634.0K | 0.05% | +1,334 | New |
| Am Investment Strategies LLC | 1,335 | $634.0K | 0.15% | +1,335 | New |
| Cordasco Financial Network | 1,337 | $635.0K | 0.40% | −215−13.9% | Reduced |
| Dock Street Asset Management Inc | 1,338 | $636.0K | 0.10% | +1,338 | New |
| American Trust Investment Advisors, LLC | 1,342 | $637.0K | 0.32% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 1,338 | $638.0K | 0.30% | −45−3.3% | Reduced |
| Charter Trust Co | 1,347 | $640.0K | 0.05% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,347 | $640.0K | 0.16% | 00.0% | Unchanged |
| Sentinel Pension Advisors Inc | 1,347 | $640.0K | 0.20% | +274+25.5% | Added |
| Harbor Group, Inc. | 1,350 | $641.0K | 0.38% | +2+0.1% | Added |
| Traphagen Investment Advisors LLC | 1,766 | $641.7K | 0.11% | 00.0% | Unchanged |
| Dentgroup LLC | 1,351 | $642.0K | 0.61% | +1,351 | New |
| ForthRight Wealth Management, LLC | 1,354 | $643.0K | 0.35% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,355 | $644.0K | 0.06% | −135,089−99.0% | Reduced |
| Pointe Capital Management LLC | 1,359 | $645.0K | 0.41% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,366 | $649.0K | 0.39% | +1,366 | New |
| Greenwood Gearhart Inc | 1,371 | $651.0K | 0.09% | +513+59.8% | Added |
| Monterey Private Wealth, Inc. | 1,373 | $652.0K | 0.32% | +66+5.0% | Added |
| Buckhead Capital Management LLC | 1,374 | $653.0K | 0.14% | −9−0.7% | Reduced |
| Everhart Financial Group, Inc. | 1,373 | $653.0K | 0.39% | 00.0% | Unchanged |
| Beacon Wealthcare LLC | 1,400 | $655.0K | 0.30% | −4−0.3% | Reduced |
| Professional Financial Advisors, LLC | 1,380 | $655.0K | 0.28% | +345+33.3% | Added |
| Jackson Hole Capital Partners, LLC | 1,383 | $657.0K | 0.21% | +41+3.1% | Added |
| Platte River Wealth Advisors, LLC | 1,401 | $658.0K | 0.23% | 00.0% | Unchanged |
| Karpus Management, Inc. | 1,385 | $658.0K | 0.02% | +85+6.5% | Added |
| Marshall Financial Group LLC | 1,385 | $658.0K | 0.24% | +321+30.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,389 | $660.0K | 0.43% | +618+80.2% | Added |
| TFG Advisers LLC | 1,393 | $661.0K | 0.29% | −24−1.7% | Reduced |
| Burton Enright Welch | 1,392 | $661.1K | 0.44% | +1,392 | New |
| American Research & Management Co. | 1,396 | $663.0K | 0.14% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,402 | $666.0K | 0.17% | +75+5.7% | Added |
| MinichMacGregor Wealth Management, LLC | 1,402 | $666.0K | 0.20% | +659+88.7% | Added |
| Stegner Investment Associates Inc. | 1,406 | $668.0K | 0.48% | −6−0.4% | Reduced |
| Austin Private Wealth, LLC | 1,411 | $670.0K | 0.14% | 00.0% | Unchanged |
| TRH Financial, LLC | 1,415 | $672.0K | 0.21% | +858+154.0% | Added |
| Newton One Investments LLC | 1,418 | $673.0K | 0.48% | 00.0% | Unchanged |
| Family Firm, Inc. | 1,418 | $674.0K | 0.17% | +2+0.1% | Added |
| Paragon Capital Management Inc | 1,424 | $676.6K | 0.58% | +1,424 | New |
| Schoolcraft Capital LLC | 1,429 | $678.7K | 0.21% | +693+94.2% | Added |
| RS Crum Inc. | 1,429 | $679.0K | 0.38% | +1,429 | New |
| Marotta Asset Management | 1,432 | $680.1K | 0.15% | +13+0.9% | Added |
| Summit X, LLC | 1,436 | $681.0K | 0.16% | +5+0.3% | Added |
| Elm Partners Management LLC | 1,441 | $684.0K | 0.08% | −113−7.3% | Reduced |
| Peloton Wealth Strategists | 1,440 | $684.0K | 0.27% | +880+157.1% | Added |
| Coastal Capital Group, Inc. | 1,443 | $685.0K | 0.15% | −314−17.9% | Reduced |
| Black Diamond Financial, LLC | 1,444 | $686.0K | 0.23% | −1,671−53.6% | Reduced |
| Private Capital Management LLC | 1,445 | $686.0K | 0.24% | +407+39.2% | Added |
| Asset Planning Services Inc | 1,446 | $687.0K | 0.37% | +39+2.8% | Added |
| Colonial Trust Advisors | 1,450 | $689.0K | 0.08% | 00.0% | Unchanged |
| Arjuna Capital | 1,453 | $690.0K | 0.25% | +87+6.4% | Added |
| Thomasville National Bank | 1,458 | $692.0K | 0.07% | −500−25.5% | Reduced |
| Financial Network Wealth Management LLC | 1,457 | $692.0K | 0.35% | +2+0.1% | Added |
| Regatta Capital Group, LLC | 1,457 | $692.0K | 0.24% | +1,457 | New |
| Wolff Financial Management LLC | 1,463 | $695.0K | 0.26% | +2+0.1% | Added |
| Shufro Rose & Co LLC | 1,466 | $696.0K | 0.05% | −44−2.9% | Reduced |
| Providence Capital Advisors, LLC | 1,466 | $696.0K | 0.19% | +141+10.6% | Added |
| Wade Financial Advisory, Inc | 1,464 | $697.0K | 0.36% | +48+3.4% | Added |
| Zevin Asset Management LLC | 1,469 | $698.0K | 0.13% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 1,474 | $700.1K | 0.31% | +1,474 | New |
| JT Stratford LLC | 1,476 | $701.0K | 0.19% | +1,476 | New |
| Fenimore Asset Management Inc | 1,477 | $702.0K | 0.02% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 1,482 | $704.0K | 0.17% | −48−3.1% | Reduced |
| PSI Advisors, LLC | 1,483 | $704.0K | 0.29% | +78+5.6% | Added |
| EagleClaw Capital Managment, LLC | 1,485 | $705.0K | 0.15% | 00.0% | Unchanged |
| Landaas & Co | 1,486 | $706.0K | 0.38% | 00.0% | Unchanged |
| Dash Acquisitions Inc. | 1,486 | $706.0K | 0.31% | +1,486 | New |
| Fortress Wealth Management, Inc. | 1,487 | $706.0K | 0.53% | +1,487 | New |
| Blackston Financial Advisory Group, LLC | 1,488 | $707.0K | 0.41% | +1,488 | New |
| Bryant Woods Investment Advisors, LLC | 1,497 | $710.0K | 0.55% | +1,497 | New |
| PAX Financial Group, LLC | 1,498 | $711.0K | 0.16% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,498 | $711.0K | 0.16% | +1+0.1% | Added |
| Commons Capital, LLC | 1,505 | $715.0K | 0.71% | +1,505 | New |
| FDx Advisors, Inc. | 1,509 | $717.0K | 0.02% | +1,509 | New |
| Paradigm Financial Partners, LLC | 1,515 | $720.0K | 0.15% | +197+14.9% | Added |
| McDonough Capital Management, Inc | 1,533 | $728.0K | 0.59% | +1,533 | New |
| Heritage Financial Services, LLC | 1,534 | $729.0K | 0.57% | +1,534 | New |
| Dorsey Wright & Associates | 1,536 | $730.0K | 0.15% | +1,536 | New |
| NTB Financial Corp | 1,538 | $731.0K | 0.51% | +1,538 | New |
| Financial Management Network Inc | 1,532 | $732.0K | 0.34% | +27+1.8% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,544 | $733.0K | 0.23% | −3−0.2% | Reduced |
| WFA of San Diego, LLC | 1,543 | $733.0K | 0.43% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 1,548 | $735.0K | 0.21% | 00.0% | Unchanged |
| Doheny Asset Management | 1,550 | $736.0K | 0.52% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,549 | $736.0K | 0.47% | +4+0.3% | Added |
| Straight Path Wealth Management | 1,549 | $736.0K | 0.64% | +1,549 | New |
| Etfidea, LLC | 1,552 | $737.1K | 0.30% | +1,552 | New |
| Eagle Bluffs Wealth Management LLC | 1,554 | $738.0K | 0.77% | +1,554 | New |
| Jmac Enterprises LLC | 1,642 | $739.0K | 0.17% | +1,642 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,645 | $739.0K | 0.47% | +1,645 | New |
| CVA Family Office, LLC | 1,559 | $741.0K | 0.18% | −8−0.5% | Reduced |
| Morris Retirement Advisors, LLC | 1,563 | $742.0K | 0.57% | +453+40.8% | Added |
| Altus Wealth Management, LLC | 1,564 | $743.0K | 0.44% | −390−20.0% | Reduced |
| Parcion Private Wealth LLC | 1,608 | $747.0K | 0.07% | −1,547−49.0% | Reduced |
| Legacy Wealth Planning, LLC | 1,575 | $748.0K | 0.85% | −248−13.6% | Reduced |
| Northwest Investment Counselors, LLC | 1,578 | $749.0K | 0.18% | −183−10.4% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,581 | $751.0K | 0.79% | +1,581 | New |