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 |
|---|---|---|---|---|---|
| Kolinsky Wealth Management, LLC | 17,554 | $8.34M | 7.71% | +17,554 | New |
| Standard Life Aberdeen plc | 17,528 | $8.32M | 0.02% | 00.0% | Unchanged |
| New Legacy Group, LLC | 17,500 | $8.31M | 1.61% | +17,500 | New |
| Capital One Financial Corp | 17,495 | $8.31M | 1.00% | +787+4.7% | Added |
| Red Cedar Investment Management, LLC | 17,370 | $8.25M | 0.99% | +639+3.8% | Added |
| Bank of New Hampshire | 17,361 | $8.24M | 2.00% | +297+1.7% | Added |
| Ferguson Shapiro LLC | 17,352 | $8.24M | 4.47% | +516+3.1% | Added |
| Merit Financial Group, LLC | 17,345 | $8.24M | 0.81% | +1,525+9.6% | Added |
| Proequities, Inc. | 17,232 | $8.21M | 0.47% | +1,708+11.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,279 | $8.21M | 0.09% | −68,886−79.9% | Reduced |
| Foresight Wealth Management, LLC | 17,145 | $8.14M | 3.11% | −490−2.8% | Reduced |
| Ellis Investment Partners, LLC | 17,105 | $8.12M | 1.86% | +662+4.0% | Added |
| Domani Wealth, LLC | 16,962 | $8.06M | 1.58% | −438−2.5% | Reduced |
| Mycio Wealth Partners, LLC | 16,941 | $8.05M | 2.66% | +47+0.3% | Added |
| BT Wealth Management LLC | 16,927 | $8.04M | 2.17% | −210−1.2% | Reduced |
| Destination Wealth Management | 16,899 | $8.03M | 0.28% | −2,569−13.2% | Reduced |
| Capital Wealth Management, LLC | 16,896 | $8.03M | 5.62% | −492−2.8% | Reduced |
| Summit Financial Group Inc | 16,863 | $8.01M | 2.61% | +2,429+16.8% | Added |
| C2C Wealth Management, LLC | 16,861 | $8.01M | 1.15% | +16,861 | New |
| Quent Capital, LLC | 16,852 | $8.00M | 1.69% | +16,852 | New |
| Kalos Management, Inc. | 17,112 | $8.00M | 2.17% | +1,119+7.0% | Added |
| Palumbo Wealth Management LLC | 16,750 | $7.96M | 4.98% | −12,612−43.0% | Reduced |
| Arrow Financial Corp | 16,723 | $7.94M | 0.94% | −4,095−19.7% | Reduced |
| Pittenger & Anderson Inc | 16,690 | $7.93M | 0.37% | +3,331+24.9% | Added |
| Sutton Wealth Advisors Inc. | 16,670 | $7.92M | 2.64% | −24−0.1% | Reduced |
| Vericrest Private Wealth | 16,658 | $7.91M | 7.34% | +16,658 | New |
| Paradigm Financial Advisors, LLC | 16,657 | $7.91M | 1.75% | +1,965+13.4% | Added |
| Thrive Wealth Management, LLC | 16,650 | $7.91M | 2.70% | +16,650 | New |
| Heritage Trust Co | 16,603 | $7.89M | 1.01% | −167−1.0% | Reduced |
| Ford Financial Group, LLC | 16,579 | $7.87M | 2.71% | −236−1.4% | Reduced |
| Svenska Handelsbanken AB (publ) | 16,565 | $7.87M | 67.04% | −17,165−50.9% | Reduced |
| Clearstead Advisors, LLC | 16,553 | $7.86M | 0.54% | +17+0.1% | Added |
| Westwood Holdings Group Inc. | 16,346 | $7.76M | 0.07% | +10,922+201.4% | Added |
| Cornerstone Advisors Asset Management, LLC | 16,300 | $7.74M | 5.88% | +16,300 | New |
| Altium Wealth Management LLC | 16,265 | $7.72M | 0.50% | +142+0.9% | Added |
| Welch Group, LLC | 16,238 | $7.71M | 0.45% | +1,658+11.4% | Added |
| Codex Capital, L.L.C. | 16,220 | $7.69M | 4.00% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 16,137 | $7.67M | 1.01% | +276+1.7% | Added |
| Fox Run Management, L.L.C. | 16,122 | $7.66M | 4.51% | +16,122 | New |
| Colorado Capital Management, Inc. | 16,018 | $7.63M | 5.12% | −831−4.9% | Reduced |
| Overbrook Management Corp | 16,044 | $7.62M | 1.54% | +2,567+19.0% | Added |
| First National Bank of Omaha | 16,031 | $7.61M | 0.36% | −182−1.1% | Reduced |
| Confluence Investment Management LLC | 16,023 | $7.61M | 0.10% | +1,488+10.2% | Added |
| Freedman Financial Associates, Inc. | 16,003 | $7.60M | 5.19% | +40.0% | Added |
| Corsicana & Co. | 15,999 | $7.60M | 4.59% | −217−1.3% | Reduced |
| Surience Private Wealth LLC | 15,988 | $7.59M | 6.19% | +15,988 | New |
| Sheaff Brock Investment Advisors, LLC | 15,979 | $7.59M | 0.66% | +1,086+7.3% | Added |
| Accuvest Global Advisors | 15,958 | $7.58M | 3.33% | +4,549+39.9% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 15,900 | $7.55M | 4.20% | +15,900 | New |
| E Fund Management Co., Ltd. | 15,900 | $7.55M | 0.27% | +15,900 | New |
| Bulltick Wealth Management, LLC | 15,839 | $7.55M | 1.54% | +3,801+31.6% | Added |
| Van Cleef Asset Management,Inc | 15,886 | $7.54M | 1.06% | +155+1.0% | Added |
| First Citizens Bank & Trust Co | 15,874 | $7.54M | 0.29% | +65+0.4% | Added |
| Annandale Capital, LLC | 15,810 | $7.51M | 3.31% | −242−1.5% | Reduced |
| Trust Co of Oklahoma | 15,656 | $7.44M | 2.51% | −250−1.6% | Reduced |
| 6 Meridian | 15,612 | $7.42M | 0.54% | −55−0.4% | Reduced |
| Greenleaf Trust | 15,591 | $7.41M | 0.09% | −125−0.8% | Reduced |
| Cypress Wealth Services, LLC | 15,579 | $7.40M | 2.03% | +496+3.3% | Added |
| Peoples Bank | 15,531 | $7.38M | 3.64% | −534−3.3% | Reduced |
| KG&L Capital Management,LLC | 15,522 | $7.37M | 2.97% | +424+2.8% | Added |
| NBW Capital LLC | 15,509 | $7.37M | 1.64% | −5,808−27.2% | Reduced |
| Columbia Asset Management | 15,509 | $7.37M | 1.50% | −453−2.8% | Reduced |
| Todd Asset Management LLC | 15,492 | $7.36M | 0.16% | +15,492 | New |
| Cribstone Capital Management, LLC | 15,440 | $7.33M | 4.07% | −1,546−9.1% | Reduced |
| Custos Family Office, LLC | 15,337 | $7.28M | 6.67% | +15,337 | New |
| Wealthsource Partners, LLC | 15,317 | $7.28M | 0.58% | −1,162−7.1% | Reduced |
| RFG Advisory, LLC | 15,260 | $7.25M | 0.50% | +984+6.9% | Added |
| Petrus Trust Company, LTA | 15,186 | $7.21M | 0.84% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 15,149 | $7.20M | 1.02% | +2,411+18.9% | Added |
| MAS Advisors LLC | 15,104 | $7.19M | 5.30% | +15,104 | New |
| Meritage Portfolio Management | 15,136 | $7.19M | 0.41% | −549−3.5% | Reduced |
| Summit Wealth Partners, LLC | 15,119 | $7.18M | 1.54% | +147+1.0% | Added |
| Windham Capital Management, LLC | 15,101 | $7.17M | 1.47% | 00.0% | Unchanged |
| Ignite Planners, LLC | 15,680 | $7.17M | 4.66% | +15,680 | New |
| TSFG, LLC | 15,091 | $7.17M | 2.49% | +347+2.4% | Added |
| Financial Advisory Service, Inc. | 15,066 | $7.16M | 0.66% | −3,843−20.3% | Reduced |
| WestEnd Advisors, LLC | 15,058 | $7.15M | 0.19% | – | – |
| Gillespie Robinson & Grimm Inc | 15,053 | $7.15M | 0.56% | +506+3.5% | Added |
| CPR Investments Inc. | 15,046 | $7.15M | 5.12% | +15,046 | New |
| Trust Co of Vermont | 15,004 | $7.13M | 0.45% | +1,235+9.0% | Added |
| Cobalt Capital Management, Inc. | 15,000 | $7.12M | 1.90% | +15,000 | New |
| Hudson Bay Capital Management LP | 15,000 | $7.12M | 0.08% | +15,000 | New |
| Aureus Asset Management, LLC | 14,980 | $7.12M | 0.44% | −24−0.2% | Reduced |
| Armbruster Capital Management, Inc. | 14,956 | $7.10M | 1.63% | −1,073−6.7% | Reduced |
| Lifeworks Advisors, LLC | 14,952 | $7.10M | 5.66% | +14,952 | New |
| Financial Management Professionals, Inc. | 14,914 | $7.08M | 1.50% | −19,205−56.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 14,756 | $7.01M | 0.45% | +120+0.8% | Added |
| Alta Capital Management LLC | 14,719 | $6.99M | 0.36% | +14,719 | New |
| Capital Investment Advisors, LLC | 14,685 | $6.97M | 0.21% | −1,167−7.4% | Reduced |
| Element Wealth, LLC | 14,685 | $6.97M | 5.28% | +7,472+103.6% | Added |
| Innova Wealth Partners | 14,670 | $6.97M | 4.95% | −3,478−19.2% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 14,641 | $6.95M | 0.42% | −1,139−7.2% | Reduced |
| Global Financial Private Client, LLC | 14,596 | $6.93M | 3.35% | +583+4.2% | Added |
| Chilton Investment Co LLC | 14,472 | $6.87M | 0.14% | −500−3.3% | Reduced |
| Patriot Investment Management Inc. | 14,462 | $6.87M | 0.58% | +83+0.6% | Added |
| 1832 Asset Management L.P. | 14,246 | $6.87M | 0.01% | −3,683−20.5% | Reduced |
| Patten Group, Inc. | 14,447 | $6.86M | 1.82% | −364−2.5% | Reduced |
| United Asset Strategies, Inc. | 14,397 | $6.84M | 0.81% | −203−1.4% | Reduced |
| Foresight Capital Management Advisors, Inc. | 14,393 | $6.84M | 6.66% | +14,393 | New |
| Auxano Advisors, LLC | 14,363 | $6.82M | 3.05% | −50.0% | Reduced |