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 |
|---|---|---|---|---|---|
| Tandem Investment Advisors, Inc. | 1,900 | $903.0K | 0.06% | −107−5.3% | Reduced |
| Peterson Wealth Services | 1,911 | $908.0K | 0.60% | +1,911 | New |
| Tarbox Family Office, Inc. | 1,913 | $909.0K | 0.16% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 1,964 | $912.0K | 0.14% | +7+0.4% | Added |
| Hemenway Trust Co LLC | 1,932 | $918.0K | 0.08% | +802+71.0% | Added |
| O'Rourke & Company, Inc | 1,935 | $919.0K | 0.61% | +1,935 | New |
| David Loasby | 1,939 | $921.0K | 0.11% | +89+4.8% | Added |
| Breiter Capital Management Inc | 1,950 | $926.0K | 0.45% | −65−3.2% | Reduced |
| VisionPoint Advisory Group, LLC | 2,066 | $927.0K | 0.41% | −23,501−91.9% | Reduced |
| Lantz Financial LLC | 1,954 | $928.0K | 0.43% | +1+0.1% | Added |
| Aptus Capital Advisors, LLC | 1,955 | $931.0K | 0.03% | +527+36.9% | Added |
| TBH Global Asset Management, LLC | 1,972 | $936.0K | 0.19% | −41−2.0% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,975 | $938.0K | 0.87% | +1,975 | New |
| Carl P. Sherr & Co., LLC | 1,978 | $940.0K | 0.57% | +1,978 | New |
| Private Wealth Strategies, L.L.C. | 1,981 | $941.0K | 0.22% | +1+0.1% | Added |
| Stillwater Capital Advisors, LLC | 1,981 | $941.0K | 0.14% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 1,980 | $941.0K | 0.09% | +1,980 | New |
| Missouri Trust & Investment Co | 1,984 | $942.0K | 0.54% | +1,984 | New |
| Altavista Wealth Management, Inc. | 1,995 | $948.0K | 0.19% | 00.0% | Unchanged |
| CNB Bank | 1,995 | $948.0K | 0.52% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 1,998 | $949.0K | 0.29% | +52+2.7% | Added |
| Howard Hughes Medical Institute | 2,000 | $950.0K | 0.37% | 00.0% | Unchanged |
| Miramar Capital, LLC | 2,002 | $951.0K | 0.32% | +1,310+189.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,000 | $952.3K | 0.28% | +500+33.3% | Added |
| ESL Trust Services, LLC | 2,011 | $955.0K | 0.27% | −25−1.2% | Reduced |
| Vista Investment Management | 2,014 | $957.0K | 0.52% | −50−2.4% | Reduced |
| Lincoln Capital Corp | 2,020 | $959.0K | 0.46% | −85−4.0% | Reduced |
| 626 Financial, LLC | 2,023 | $961.0K | 0.59% | +2,023 | New |
| Warner Financial, Inc | 2,032 | $961.0K | 0.80% | +2,032 | New |
| Checchi Capital Advisers, LLC | 2,026 | $962.0K | 0.11% | +303+17.6% | Added |
| Capital Financial Planning, LLC | 2,028 | $963.0K | 0.33% | +3+0.1% | Added |
| Concentric Wealth Management, LLC | 2,029 | $964.0K | 0.27% | −250−11.0% | Reduced |
| Long Road Investment Counsel, LLC | 2,029 | $964.0K | 0.38% | 00.0% | Unchanged |
| Axiom Advisory, LLC | 2,030 | $964.0K | 0.79% | +2,030 | New |
| Wallace Capital Management Inc. | 2,031 | $965.0K | 0.14% | +150+8.0% | Added |
| Your Advocates Ltd., LLP | 2,036 | $967.0K | 0.55% | +31+1.5% | Added |
| Consilium Wealth Advisory, LLC | 2,038 | $968.0K | 0.63% | +2,038 | New |
| Brewin Dolphin Ltd | 2,041 | $969.0K | 0.04% | −250−10.9% | Reduced |
| Family Capital Trust Co | 2,042 | $970.0K | 0.27% | −60−2.9% | Reduced |
| Primoris Wealth Advisors, LLC | 2,044 | $971.0K | 0.78% | +2,044 | New |
| Kavar Capital Partners Group, LLC | 2,053 | $975.0K | 0.20% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,052 | $975.0K | 0.07% | +854+71.3% | Added |
| First National Bank | 2,058 | $977.0K | 0.85% | −39−1.9% | Reduced |
| Confluence Wealth Services, Inc. | 2,059 | $977.0K | 0.32% | +2,059 | New |
| Ategra Capital Management, LLC | 2,059 | $977.9K | 0.44% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 2,059 | $978.0K | 0.71% | +2,059 | New |
| Integral Investment Advisors, Inc. | 2,062 | $979.0K | 0.70% | +2,062 | New |
| Peachtree Investment Partners, LLC | 2,067 | $982.0K | 0.41% | +156+8.2% | Added |
| Arq Wealth Advisors, LLC | 2,070 | $983.0K | 0.70% | +300+16.9% | Added |
| McAlister, Sweet & Associates, Inc. | 2,072 | $984.0K | 0.86% | +2,072 | New |
| TriaGen Wealth Management LLC | 2,080 | $988.0K | 0.49% | 00.0% | Unchanged |
| McAdam, LLC | 2,083 | $989.0K | 0.10% | −5−0.2% | Reduced |
| Northeast Investment Management | 2,092 | $994.0K | 0.05% | −11−0.5% | Reduced |
| Regency Capital Management Inc. | 2,092 | $994.0K | 0.63% | +120+6.1% | Added |
| Lawson Kroeker Investment Management Inc | 2,095 | $995.0K | 0.31% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 2,094 | $995.0K | 0.45% | +194+10.2% | Added |
| Nicollet Investment Management, Inc. | 2,098 | $996.0K | 0.40% | +2+0.1% | Added |
| Capital Counsel LLC | 2,096 | $996.0K | 0.04% | +66+3.3% | Added |
| Powell Investment Advisors, LLC | 2,089 | $999.0K | 0.57% | +10+0.5% | Added |
| Fingerlakes Wealth Management, Inc. | 2,106 | $1.00M | 1.13% | +2,106 | New |
| Mountain Pacific Investment Advisers Inc | 2,107 | $1.00M | 0.06% | −81−3.7% | Reduced |
| Poplar Forest Capital LLC | 2,112 | $1.00M | 0.11% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 2,113 | $1.00M | 0.48% | +718+51.5% | Added |
| Crabel Capital Management, LLC | 2,115 | $1.00M | 0.18% | −2,432−53.5% | Reduced |
| Mascoma Wealth Management LLC | 2,119 | $1.01M | 0.35% | +366+20.9% | Added |
| Boenning & Scattergood, Inc. | 2,122 | $1.01M | 0.16% | −16−0.7% | Reduced |
| FourThought Financial, LLC | 2,122 | $1.01M | 0.13% | +110+5.5% | Added |
| Kraft Asset Management, LLC | 2,122 | $1.01M | 1.10% | +2,122 | New |
| Red Tortoise LLC | 2,130 | $1.01M | 0.75% | −13−0.6% | Reduced |
| Karn, Couzens & Associates, Inc. | 2,133 | $1.01M | 0.69% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 2,136 | $1.01M | 1.08% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 2,138 | $1.01M | 0.39% | +2,138 | New |
| Valtinson Bruner Financial Planning LLC | 2,144 | $1.02M | 0.56% | +44+2.1% | Added |
| Portfolio Solutions, LLC | 2,153 | $1.02M | 0.12% | −99−4.4% | Reduced |
| Courage Miller Partners, LLC | 2,159 | $1.02M | 0.39% | 00.0% | Unchanged |
| Asset Planning Corporation | 2,159 | $1.03M | 0.88% | +756+53.9% | Added |
| Strategic Financial Services, Inc, | 2,167 | $1.03M | 0.08% | +760+54.0% | Added |
| Bell Investment Advisors, Inc | 2,171 | $1.03M | 0.28% | −271−11.1% | Reduced |
| Navalign, LLC | 2,175 | $1.03M | 0.41% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 2,175 | $1.03M | 0.15% | +260+13.6% | Added |
| High Note Wealth, LLC | 2,179 | $1.03M | 0.35% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 2,179 | $1.03M | 1.24% | +173+8.6% | Added |
| Yarger Wealth Strategies, LLC | 2,182 | $1.04M | 1.12% | +2,182 | New |
| Bourgeon Capital Management LLC | 2,186 | $1.04M | 0.21% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,195 | $1.04M | 0.15% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 2,202 | $1.05M | 0.37% | +567+34.7% | Added |
| Wells Trecaso Financial Group, LLC | 2,210 | $1.05M | 0.46% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 2,220 | $1.05M | 0.76% | −41−1.8% | Reduced |
| Synergy Financial Management, LLC | 2,226 | $1.06M | 0.25% | +731+48.9% | Added |
| Silver Oak Advisory Group, Inc. | 2,227 | $1.06M | 0.67% | +2,227 | New |
| Stonnington Group, LLC | 2,258 | $1.06M | 0.23% | +179+8.6% | Added |
| Lewis Capital Management, LLC | 2,233 | $1.06M | 1.11% | +2,233 | New |
| Matthew Goff Investment Advisor, LLC | 2,236 | $1.06M | 0.24% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,238 | $1.06M | 0.35% | +2+0.1% | Added |
| 4J Wealth Management LLC | 2,238 | $1.06M | 0.89% | +10+0.4% | Added |
| RGT Wealth Advisors, LLC | 2,244 | $1.07M | 0.16% | −43−1.9% | Reduced |
| Strid Group, LLC | 2,232 | $1.07M | 0.22% | 00.0% | Unchanged |
| Yacktman Asset Management LP | 2,248 | $1.07M | 0.01% | +2,248 | New |
| Philadelphia Trust Co | 2,251 | $1.07M | 0.08% | −1,559−40.9% | Reduced |
| Buffington Mohr McNeal | 2,252 | $1.07M | 0.18% | +247+12.3% | Added |