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 |
|---|---|---|---|---|---|
| Boxwood Ventures, Inc. | 21,838 | $10.4M | 21.30% | 00.0% | Unchanged |
| GenWealth Group, Inc. | 21,866 | $10.4M | 2.81% | −589−2.6% | Reduced |
| Sax Wealth Advisors, LLC | 21,812 | $10.4M | 2.16% | −20.0% | Reduced |
| Gries Financial LLC | 21,810 | $10.4M | 4.23% | +475+2.2% | Added |
| Estate Counselors, LLC | 21,800 | $10.4M | 1.26% | +605+2.9% | Added |
| Mayflower Financial Advisors, LLC | 21,771 | $10.3M | 1.37% | −75−0.3% | Reduced |
| Avestar Capital, LLC | 21,724 | $10.3M | 1.89% | +1,035+5.0% | Added |
| South State Corp. | 21,644 | $10.3M | 0.80% | +471+2.2% | Added |
| Silvercrest Asset Management Group LLC | 21,629 | $10.3M | 0.07% | +1,543+7.7% | Added |
| Berkshire Asset Management LLC | 21,595 | $10.3M | 0.62% | −63−0.3% | Reduced |
| Arcus Capital Partners, LLC | 21,555 | $10.2M | 3.47% | +17,770+469.5% | Added |
| WorthPointe, LLC | 23,839 | $10.2M | 9.11% | +23,839 | New |
| Epic Trust Investment Advisors, LLC | 21,289 | $10.1M | 14.68% | +21,289 | New |
| Howe & Rusling Inc | 21,269 | $10.1M | 1.18% | +4,653+28.0% | Added |
| Madrona Financial Services, LLC | 21,205 | $10.1M | 4.26% | +802+3.9% | Added |
| Cigna Investments Inc | 21,140 | $10.0M | 0.79% | −2,720−11.4% | Reduced |
| Shapiro Capital Management LLC | 21,138 | $10.0M | 0.18% | +5,008+31.0% | Added |
| Ausdal Financial Partners, Inc. | 21,127 | $10.0M | 1.35% | −2,077−9.0% | Reduced |
| Nicolet Bankshares Inc | 21,014 | $9.98M | 2.20% | −128−0.6% | Reduced |
| Cornerstone Advisors, LLC | 21,000 | $9.97M | 0.54% | −20,000−48.8% | Reduced |
| Naviter Wealth, LLC | 20,939 | $9.96M | 2.98% | +20,939 | New |
| CWA Asset Management Group, LLC | 20,887 | $9.92M | 0.74% | −714−3.3% | Reduced |
| Stratos Wealth Advisors, LLC | 20,848 | $9.90M | 0.71% | +982+4.9% | Added |
| Rpo LLC | 20,800 | $9.88M | 3.49% | +20,800 | New |
| StoneX Group Inc. | 20,691 | $9.85M | 1.13% | +6,724+48.1% | Added |
| Mission Creek Capital Partners, Inc. | 20,740 | $9.85M | 1.96% | −771−3.6% | Reduced |
| Hobart Private Capital, LLC | 20,726 | $9.84M | 3.69% | +8,075+63.8% | Added |
| Silicon Hills Wealth Management, LLC | 20,651 | $9.81M | 6.07% | +979+5.0% | Added |
| Peterson Wealth Management | 20,636 | $9.80M | 6.55% | +505+2.5% | Added |
| Northstar Asset Management LLC | 20,608 | $9.79M | 2.30% | +110+0.5% | Added |
| Howard Financial Services, Ltd. | 20,590 | $9.78M | 2.97% | −467−2.2% | Reduced |
| Terry L. Blaker | 20,587 | $9.78M | 0.75% | +324+1.6% | Added |
| E&G Advisors, LP | 20,553 | $9.76M | 2.43% | +160+0.8% | Added |
| Schrum Private Wealth Management LLC | 20,536 | $9.75M | 8.88% | +20,536 | New |
| KEMPER Corp | 20,529 | $9.75M | 2.08% | −15,580−43.1% | Reduced |
| St. Johns Investment Management Company, LLC | 20,488 | $9.73M | 4.96% | −28−0.1% | Reduced |
| Cypress Capital Management LLC | 20,415 | $9.70M | 1.10% | +223+1.1% | Added |
| Financial Partners Capital Management LLC | 20,355 | $9.67M | 1.71% | +459+2.3% | Added |
| Avantax Planning Partners, Inc. | 20,276 | $9.63M | 0.40% | +11,863+141.0% | Added |
| FIL Ltd | 20,223 | $9.61M | 0.01% | +20,223 | New |
| Perfromance Wealth Partners, LLC | 20,219 | $9.60M | 0.39% | +20,219 | New |
| WBH Advisory Inc | 20,172 | $9.58M | 1.09% | +131+0.7% | Added |
| Kanawha Capital Management LLC | 20,168 | $9.58M | 0.81% | −951−4.5% | Reduced |
| Perritt Capital Management Inc | 20,146 | $9.57M | 4.95% | +252+1.3% | Added |
| Silverhawk Asset Management, LLC | 20,148 | $9.57M | 7.69% | +20,148 | New |
| Iron Financial, LLC | 20,135 | $9.56M | 4.27% | −383−1.9% | Reduced |
| Rothschild Investment Corp | 20,012 | $9.51M | 0.74% | +1,351+7.2% | Added |
| Harbour Investments, Inc. | 19,959 | $9.48M | 0.56% | −13,550−40.4% | Reduced |
| Flagship Harbor Advisors, LLC | 19,953 | $9.48M | 0.90% | +1,120+5.9% | Added |
| Lake Point Wealth Management | 19,925 | $9.46M | 4.13% | −2,513−11.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 19,920 | $9.46M | 5.55% | +23+0.1% | Added |
| Bienville Capital Management, LLC | 19,842 | $9.46M | 6.84% | −577−2.8% | Reduced |
| Montecito Bank & Trust | 19,889 | $9.45M | 1.68% | −322−1.6% | Reduced |
| Pallas Capital Advisors LLC | 21,503 | $9.42M | 1.15% | −456−2.1% | Reduced |
| Keeley-Teton Advisors, LLC | 19,722 | $9.37M | 0.99% | −40.0% | Reduced |
| Pinnacle Financial Group, LLC | 19,707 | $9.36M | 7.24% | +19,707 | New |
| MONECO Advisors, LLC | 20,893 | $9.33M | 3.51% | +8,335+66.4% | Added |
| Aspen Investment Management Inc | 19,619 | $9.32M | 4.59% | +901+4.8% | Added |
| Shanda Asset Management Holdings Ltd | 19,600 | $9.31M | 1.46% | 00.0% | Unchanged |
| Lloyd Park, LLC | 19,581 | $9.30M | 7.37% | +19,581 | New |
| Osborne Partners Capital Management, LLC | 19,524 | $9.27M | 0.68% | +1,851+10.5% | Added |
| Wesbanco Bank Inc | 19,428 | $9.23M | 0.33% | −25,782−57.0% | Reduced |
| Boothe Investment Group, Inc. | 19,414 | $9.22M | 4.93% | +2,453+14.5% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,344 | $9.19M | 0.34% | +137+0.7% | Added |
| RNC Capital Management LLC | 19,262 | $9.15M | 0.45% | +7,495+63.7% | Added |
| Accredited Investors Inc. | 19,200 | $9.12M | 0.81% | +40.0% | Added |
| Community Bank, N.A. | 19,175 | $9.11M | 1.05% | −124−0.6% | Reduced |
| Cohen & Steers, Inc. | 19,033 | $9.04M | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19,031 | $9.04M | 0.34% | +5,738+43.2% | Added |
| US Financial Advisors, LLC | 19,003 | $9.03M | 4.11% | −325−1.7% | Reduced |
| Ameritas Investment Partners, Inc. | 18,936 | $8.99M | 0.30% | −3,039−13.8% | Reduced |
| Oxler Private Wealth LLC | 18,900 | $8.98M | 3.72% | −782−4.0% | Reduced |
| Journey Advisory Group, LLC | 18,898 | $8.98M | 2.48% | +75+0.4% | Added |
| Grandview Asset Management LLC | 18,813 | $8.94M | 3.59% | +1,482+8.6% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 18,770 | $8.91M | 1.71% | −4,002−17.6% | Reduced |
| International Assets Investment Management, LLC | 18,755 | $8.91M | 1.55% | +951+5.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 18,530 | $8.80M | 1.77% | −34−0.2% | Reduced |
| Lake Street Financial LLC | 18,519 | $8.80M | 1.55% | +15,046+433.2% | Added |
| CAPROCK Group, Inc. | 18,459 | $8.79M | 0.73% | +1,619+9.6% | Added |
| Money Concepts Capital Corp | 18,479 | $8.78M | 0.74% | +18,479 | New |
| Gamco Investors, Inc. Et Al | 18,410 | $8.74M | 0.07% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 18,370 | $8.72M | 1.40% | −2,947−13.8% | Reduced |
| Sigma Investment Counselors Inc | 18,362 | $8.72M | 0.61% | −290−1.6% | Reduced |
| Cornerstone Wealth Management, LLC | 18,340 | $8.71M | 0.83% | −673−3.5% | Reduced |
| Shoker Investment Counsel, Inc. | 18,290 | $8.69M | 3.98% | −2,108−10.3% | Reduced |
| Invst, LLC | 20,578 | $8.68M | 1.36% | +2,580+14.3% | Added |
| Axxcess Wealth Management, LLC | 18,250 | $8.67M | 0.66% | +18,250 | New |
| Collective Family Office LLC | 18,223 | $8.65M | 3.41% | +231+1.3% | Added |
| GSB Wealth Management, LLC | 18,113 | $8.60M | 2.47% | +429+2.4% | Added |
| TrueWealth Advisors, LLC | 18,032 | $8.56M | 3.84% | +108+0.6% | Added |
| Transform Wealth, LLC | 18,025 | $8.56M | 0.89% | +2,083+13.1% | Added |
| Calton & Associates, Inc. | 18,019 | $8.56M | 2.28% | +3,036+20.3% | Added |
| Harvest Investment Services, LLC | 17,992 | $8.54M | 3.60% | +4,092+29.4% | Added |
| Ascension Capital Advisors, Inc. | 17,932 | $8.52M | 5.58% | +17,932 | New |
| Level Four Advisory Services, LLC | 17,923 | $8.51M | 0.65% | +9,404+110.4% | Added |
| Clifford Swan Investment Counsel LLC | 17,789 | $8.45M | 0.30% | −140−0.8% | Reduced |
| Wealth Alliance | 17,723 | $8.42M | 1.69% | −580−3.2% | Reduced |
| Heritage Wealth Advisors | 17,711 | $8.41M | 0.46% | −600−3.3% | Reduced |
| Personal Wealth Partners | 17,626 | $8.37M | 3.46% | −414−2.3% | Reduced |
| Washington Trust Advisors, Inc. | 17,625 | $8.37M | 0.57% | +17,625 | New |