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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.

Institutional holdersQ4 2021: 3,181 institutions
Q1 2021: 2,734 institutionsQ2 2021: 2,744 institutionsQ3 2021: 2,758 institutionsQ4 2021: 3,181 institutionsQ1 2022: 3,144 institutionsQ2 2022: 3,099 institutionsQ3 2022: 3,059 institutionsQ4 2022: 3,310 institutionsQ1 2023: 3,268 institutionsQ2 2023: 3,310 institutionsQ3 2023: 3,329 institutionsQ4 2023: 3,694 institutionsQ1 2024: 3,705 institutionsQ2 2024: 3,766 institutionsQ3 2024: 3,807 institutionsQ4 2024: 4,242 institutionsQ1 2025: 4,189 institutionsQ2 2025: 4,245 institutionsQ3 2025: 4,264 institutionsQ4 2025: 4,646 institutionsQ1 2026: 4,600 institutionsQ2 2026: 4,668 institutions
Value heldQ4 2021: $290.9B
Q1 2021: $225.0BQ2 2021: $231.3BQ3 2021: $245.4BQ4 2021: $290.9BQ1 2022: $258.8BQ2 2022: $207.3BQ3 2022: $200.9BQ4 2022: $207.8BQ1 2023: $214.8BQ2 2023: $249.1BQ3 2023: $230.9BQ4 2023: $295.1BQ1 2024: $304.2BQ2 2024: $299.6BQ3 2024: $328.5BQ4 2024: $342.5BQ1 2025: $313.6BQ2 2025: $343.0BQ3 2025: $357.7BQ4 2025: $374.7BQ1 2026: $356.9BQ2 2026: $448.3B
Institutions holding SPY and their total value by quarter
QuarterHoldersValue
Q2 20264,668$448.3B
Q1 20264,600$356.9B
Q4 20254,646$374.7B
Q3 20254,264$357.7B
Q2 20254,245$343.0B
Q1 20254,189$313.6B
Q4 20244,242$342.5B
Q3 20243,807$328.5B
Q2 20243,766$299.6B
Q1 20243,705$304.2B
Q4 20233,694$295.1B
Q3 20233,329$230.9B
Q2 20233,310$249.1B
Q1 20233,268$214.8B
Q4 20223,310$207.8B
Q3 20223,059$200.9B
Q2 20223,099$207.3B
Q1 20223,144$258.8B
Q4 20213,181$290.9B
Q3 20212,758$245.4B
Q2 20212,744$231.3B
Q1 20212,734$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.

Institutions holding SPY in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Liberty Capital Management, Inc.1,589$755.0K0.20%−7−0.4%Reduced
Renasant Bank1,596$758.0K0.52%+1,596New
Financial Sense Advisors, Inc.1,609$764.0K0.26%+364+29.2%Added
Koss-Olinger Consulting, LLC1,609$764.0K0.12%+1,609New
Independent Investors Inc1,611$765.0K0.16%00.0%Unchanged
Finer Wealth Management, Inc.1,616$767.0K0.64%+1,616New
First National Bank of South Miami1,616$768.0K0.46%−56−3.3%Reduced
Mark Sheptoff Financial Planning, LLC1,617$768.0K0.37%+36+2.3%Added
WESPAC Advisors, LLC1,616$768.0K0.51%+959+146.0%Added
HYA Advisors, Inc1,625$772.0K0.28%+1+0.1%Added
PRW Wealth Management LLC1,626$772.0K0.36%+303+22.9%Added
Geometric Wealth Advisors1,628$773.0K0.37%+1,628New
Mirador Capital Partners LP1,633$776.0K0.16%00.0%Unchanged
Encompass Wealth Advisors, LLC1,634$776.0K0.19%+75+4.8%Added
Investors Asset Management of Georgia Inc1,635$777.0K0.37%+42+2.6%Added
Wilson & Boucher Capital Management, LLC1,636$777.0K0.70%+1,636New
Wealthstar Advisors, LLC1,639$780.0K0.27%−10,176−86.1%Reduced
Awm Capital, LLC1,643$780.0K0.59%+71+4.5%Added
Abner Herrman & Brock LLC1,646$782.0K0.10%+680+70.4%Added
Beacon Financial Group1,639$783.0K0.10%−1,131−40.8%Reduced
Abound Wealth Management1,650$783.6K0.62%+1,650New
Aufman Associates Inc1,651$784.0K0.58%−11−0.7%Reduced
Comprehensive Financial Consultants Institutional, Inc.1,795$785.0K0.50%+1,795New
Thomas Story & Son LLC1,655$786.0K0.31%−325−16.4%Reduced
Fca Corp1,654$786.0K0.27%00.0%Unchanged
Pineno Levin & Ford Asset Management, Inc.1,658$787.0K0.23%00.0%Unchanged
Northcape Wealth Management, LLC1,657$787.0K0.27%+1,657New
Advocacy Wealth Management Services, LLC1,659$788.0K0.13%00.0%Unchanged
Wolff Wiese Magana LLC1,659$788.0K0.51%+10+0.6%Added
Horan Capital Advisors, LLC.1,662$789.0K0.31%−60−3.5%Reduced
Cahill Financial Advisors Inc1,668$792.0K0.15%+59+3.7%Added
Princeton Capital Management LLC1,670$793.0K0.23%−614−26.9%Reduced
Great Point Wealth Advisors, LLC1,672$794.0K0.24%00.0%Unchanged
Fernwood Investment Management, LLC1,673$795.0K0.26%+17+1.0%Added
Macroview Investment Management LLC1,677$796.0K1.02%+29+1.8%Added
tru Independence LLC1,678$797.0K0.22%00.0%Unchanged
Concord Wealth Partners1,683$799.0K0.20%+1,138+208.8%Added
Darwin Advisors, LLC1,793$801.0K0.13%−653−26.7%Reduced
Claremont Financial Group, Inc.120$802.0K3.50%+120New
Passive Capital Management, LLC.1,689$802.2K0.45%+1,689New
LifeGuide Financial Advisors, LLC1,694$805.0K0.60%+1,694New
McGinn Investment Management, Inc.1,700$807.0K0.53%00.0%Unchanged
Cooper Financial Group1,707$811.0K0.31%−450−20.9%Reduced
Adamsbrown Wealth Consultants LLC1,706$811.0K0.73%+1,706New
Powers Advisory Group, LLC1,707$811.0K0.57%+1,707New
ARS Wealth Advisors Group, LLC1,716$815.0K0.14%+3+0.2%Added
Newbridge Financial Services Group, Inc.1,716$815.0K0.38%+485+39.4%Added
Weatherly Asset Management L. P.1,722$818.0K0.09%−10−0.6%Reduced
Hexagon Capital Partners LLC1,722$818.0K0.21%+19+1.1%Added
Norris Perne & French LLP1,725$819.0K0.06%−454−20.8%Reduced
Barnes Pettey Financial Advisors, LLC1,724$819.0K0.94%+1,724New
First Command Bank1,915$822.0K0.14%00.0%Unchanged
J.Safra Asset Management Corp392,844$828.0K17.29%−114,213−22.5%Reduced
Marino, Stram & Associates LLC1,745$829.0K0.25%+21+1.2%Added
TFC Financial Management1,753$832.0K0.25%+514+41.5%Added
Ratio Wealth Group1,753$832.6K0.25%+137+8.5%Added
Briaud Financial Planning, Inc1,756$834.0K0.45%00.0%Unchanged
Asset Management Corp1,757$835.0K0.48%−992−36.1%Reduced
CFO4Life Group, LLC1,762$837.0K0.17%+36+2.1%Added
Aft, Forsyth & Company, Inc.1,764$838.0K0.43%+209+13.4%Added
Hudson Value Partners, LLC1,770$841.0K0.41%+125+7.6%Added
Papp L Roy & Associates1,772$842.0K0.10%−9−0.5%Reduced
Probity Advisors, Inc.1,779$845.0K0.17%−1,242−41.1%Reduced
Oak Harvest Investment Services1,778$845.0K0.21%+129+7.8%Added
OmniStar Financial Group, Inc.1,791$850.0K0.87%+1,791New
Saxon Interests, Inc.1,813$853.0K0.48%+1,813New
FLC Capital Advisors1,799$854.0K0.24%−2,292−56.0%Reduced
Clean Yield Group1,800$855.0K0.28%00.0%Unchanged
Nkcfo LLC1,800$855.0K0.27%00.0%Unchanged
Von Berge Wealth Management Group, LLC1,900$855.0K0.79%+1,900New
McMahon Financial Advisors, LLC1,801$856.0K0.36%+1,801New
ETF Portfolio Partners, Inc.1,804$857.0K0.33%+93+5.4%Added
Monograph Wealth Advisors, LLC1,803$859.0K0.22%+1,803New
Maxele Advisors, LLC1,811$860.2K0.99%+1,811New
AAFMAA Wealth Management & Trust LLC1,812$861.0K0.38%+201+12.5%Added
Sather Financial Group Inc1,814$862.0K0.07%00.0%Unchanged
Lindenwold Advisors1,814$862.0K0.50%+1,814New
Cypress Asset Management Inc1,819$864.0K0.21%−23−1.2%Reduced
RVW Wealth, LLC1,820$864.0K0.10%+976+115.6%Added
Hutchinson Capital Management1,828$868.0K0.19%00.0%Unchanged
Radnor Capital Management, LLC1,837$873.0K0.22%00.0%Unchanged
ERn Financial, LLC1,837$873.0K0.19%+26+1.4%Added
Selective Wealth Management, Inc.1,838$873.0K0.36%+1,496+437.4%Added
State of Alaska, Department of Revenue1,845$875.0K0.01%−15,934−89.6%Reduced
American Financial Advisors, LLC1,845$876.0K0.11%−488−20.9%Reduced
Rain Capital Management, LLC1,846$877.0K0.70%−92−4.7%Reduced
Sym Financial Corp1,850$879.0K0.34%+110+6.3%Added
Cassady Schiller Wealth Management, LLC1,852$880.0K0.53%+1,852New
Southeast Asset Advisors Inc.1,857$882.0K0.12%+350+23.2%Added
Triasima Portfolio Management inc.1,860$883.0K0.04%00.0%Unchanged
Phocas Financial Corp.1,870$888.0K0.11%00.0%Unchanged
Godshalk Welsh Capital Management, Inc.1,875$891.0K0.51%−25−1.3%Reduced
Wolf Group Capital Advisors1,875$891.0K0.15%+1,250+200.0%Added
Autus Asset Management, LLC1,879$893.0K0.09%+15+0.8%Added
Levy Wealth Management Group, LLC1,885$895.0K0.41%−15−0.8%Reduced
Stonebridge Capital Advisors LLC1,888$897.0K0.10%−4−0.2%Reduced
Websterrogers Financial Advisors, LLC1,893$899.0K0.20%−7−0.4%Reduced
IMA Wealth, Inc.1,893$899.0K0.20%00.0%Unchanged
Retirement Planning Group1,894$900.0K0.09%+138+7.9%Added
Rosenblum Silverman Sutton S F Inc1,899$902.0K0.20%−18−0.9%Reduced