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 |
|---|---|---|---|---|---|
| Fortress Wealth Group, LLC | 14,909 | $6.82M | 5.08% | +40+0.3% | Added |
| Sawtooth Solutions, LLC | 14,330 | $6.81M | 0.76% | −16,229−53.1% | Reduced |
| Enterprise Bank & Trust Co | 14,276 | $6.78M | 2.37% | 00.0% | Unchanged |
| Ameraudi Asset Management, Inc. | 14,252 | $6.77M | 2.58% | −1,040−6.8% | Reduced |
| Van Hulzen Asset Management, LLC | 14,250 | $6.77M | 0.74% | +2,653+22.9% | Added |
| Landmark Financial Advisors, LLC | 14,248 | $6.77M | 3.01% | −864−5.7% | Reduced |
| Washington Capital Management Inc | 14,232 | $6.76M | 5.48% | −212−1.5% | Reduced |
| Defined Wealth Management, LLC | 14,217 | $6.75M | 5.52% | +748+5.6% | Added |
| Franklin Street Advisors Inc | 14,212 | $6.75M | 0.51% | −20−0.1% | Reduced |
| Verger Capital Management LLC | 14,135 | $6.71M | 5.17% | +44+0.3% | Added |
| Highview Capital Management LLC | 14,118 | $6.71M | 4.35% | +14,118 | New |
| Main Street Financial Solutions, LLC | 14,058 | $6.68M | 0.94% | +1,722+14.0% | Added |
| Paloma Partners Management Co | 14,050 | $6.67M | 0.21% | +14,050 | New |
| Spears Abacus Advisors LLC | 14,032 | $6.67M | 0.45% | −2,745−16.4% | Reduced |
| Financial & Tax Architects, LLC | 13,981 | $6.64M | 2.71% | +2,634+23.2% | Added |
| Hudson Valley Investment Advisors Inc | 13,981 | $6.64M | 1.04% | −21−0.1% | Reduced |
| Beach Investment Counsel Inc | 13,960 | $6.63M | 0.88% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 13,926 | $6.61M | 1.39% | +133+1.0% | Added |
| Ashford Capital Management Inc | 13,903 | $6.60M | 0.66% | +108+0.8% | Added |
| Windsor Group LTD | 13,811 | $6.59M | 1.21% | +920+7.1% | Added |
| Moloney Securities Asset Management, LLC | 13,882 | $6.59M | 1.12% | +469+3.5% | Added |
| Old Second National Bank of Aurora | 17,780 | $6.58M | 1.95% | +3,847+27.6% | Added |
| NBT Bank N A | 13,794 | $6.55M | 0.84% | −383−2.7% | Reduced |
| BlueSky Wealth Advisors, LLC | 13,771 | $6.54M | 1.21% | −1,930−12.3% | Reduced |
| Sage Capital Advisors,llc | 14,465 | $6.53M | 2.48% | −466−3.1% | Reduced |
| Mark Stevens | 13,758 | $6.53M | 0.69% | −359−2.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 13,730 | $6.52M | 3.33% | +13,730 | New |
| Sage Mountain Advisors LLC | 13,715 | $6.51M | 0.79% | +3,837+38.8% | Added |
| American Institute for Advanced Investment Management, LLP | 13,678 | $6.50M | 4.38% | −100−0.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 14,820 | $6.49M | 2.35% | +2,361+19.0% | Added |
| Investors Financial Group, LLC | 13,600 | $6.46M | 3.01% | +254+1.9% | Added |
| Compass Financial Group, Inc. | 80,196 | $6.43M | 3.21% | +4,214+5.5% | Added |
| Corundum Group, Inc. | 13,540 | $6.43M | 4.19% | +893+7.1% | Added |
| Chemistry Wealth Management LLC | 13,537 | $6.43M | 5.39% | +13,537 | New |
| Next Level Private LLC | 13,537 | $6.43M | 5.39% | +13,537 | New |
| Chatham Capital Group, Inc. | 13,519 | $6.42M | 1.16% | +2,719+25.2% | Added |
| Intrua Financial, LLC | 13,504 | $6.41M | 1.13% | +1,515+12.6% | Added |
| Empirical Asset Management, LLC | 13,503 | $6.41M | 6.19% | +13,503 | New |
| Braun Stacey Associates Inc | 13,500 | $6.41M | 0.23% | −169−1.2% | Reduced |
| Warren Averett Asset Management, LLC | 14,535 | $6.40M | 0.55% | +5,069+53.5% | Added |
| B & T Capital Management DBA Alpha Capital Management | 13,440 | $6.38M | 1.41% | −1,800−11.8% | Reduced |
| Lavaca Capital LLC | 13,418 | $6.37M | 2.82% | −187−1.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 13,414 | $6.37M | 0.50% | – | – |
| Principle Wealth Partners LLC | 13,399 | $6.36M | 0.67% | −1,567−10.5% | Reduced |
| Smithfield Trust Co | 13,407 | $6.36M | 0.39% | −112−0.8% | Reduced |
| Oliver Luxxe Assets LLC | 13,352 | $6.34M | 1.61% | +109+0.8% | Added |
| JFS Wealth Advisors, LLC | 13,216 | $6.28M | 0.59% | −895−6.3% | Reduced |
| Garrett Investment Advisors LLC | 13,201 | $6.27M | 1.63% | +329+2.6% | Added |
| Cadence Bank NA | 13,200 | $6.27M | 1.71% | −1,540−10.4% | Reduced |
| Arkansas Financial Group, Inc. | 13,166 | $6.25M | 1.26% | −82−0.6% | Reduced |
| Windsor Capital Management, LLC | 13,163 | $6.25M | 1.89% | −408−3.0% | Reduced |
| NEXT Financial Group, Inc | 13,086 | $6.22M | 0.41% | −5,335−29.0% | Reduced |
| Ami Investment Management Inc | 13,077 | $6.21M | 2.56% | −155−1.2% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 12,945 | $6.15M | 1.97% | +915+7.6% | Added |
| Vishria Bird Financial Group, LLC | 12,914 | $6.13M | 2.85% | −285−2.2% | Reduced |
| Peak Asset Management, LLC | 12,879 | $6.12M | 1.41% | −609−4.5% | Reduced |
| Ellenbecker Investment Group | 12,871 | $6.11M | 1.69% | +1,328+11.5% | Added |
| Aaron Wealth Advisors | 12,868 | $6.11M | 1.71% | −1,140−8.1% | Reduced |
| Americana Partners, LLC | 12,855 | $6.11M | 1.11% | +400+3.2% | Added |
| Private Capital Group, LLC | 12,784 | $6.09M | 1.29% | −40.0% | Reduced |
| Surevest, LLC | 12,808 | $6.08M | 1.44% | −1,079−7.8% | Reduced |
| RB Capital Management, LLC | 12,808 | $6.08M | 1.90% | +327+2.6% | Added |
| Kaizen Financial Strategies | 12,798 | $6.08M | 4.55% | +799+6.7% | Added |
| Glassman Wealth Services | 12,787 | $6.07M | 1.12% | −332−2.5% | Reduced |
| Ayalon Holdings Ltd. | 12,743 | $6.07M | 2.07% | +325+2.6% | Added |
| Naples Global Advisors, LLC | 12,750 | $6.06M | 0.70% | +110+0.9% | Added |
| RMR Wealth Builders | 12,730 | $6.05M | 1.74% | −22−0.2% | Reduced |
| Mainstay Capital Management LLC | 12,689 | $6.03M | 1.82% | +12,689 | New |
| Veracity Capital LLC | 12,676 | $6.02M | 2.42% | +39+0.3% | Added |
| Triad Financial Advisors, Inc. | 12,658 | $6.01M | 3.57% | +12,658 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 12,643 | $6.00M | 2.11% | +12,643 | New |
| Alta Wealth Advisors LLC | 12,623 | $6.00M | 3.70% | +4,657+58.5% | Added |
| Wealthfront Advisers LLC | 12,599 | $5.98M | 0.03% | +2,597+26.0% | Added |
| LeJeune Puetz Investment Counsel LLC | 12,592 | $5.98M | 2.02% | −302−2.3% | Reduced |
| Well Done, LLC | 12,586 | $5.98M | 1.21% | −101−0.8% | Reduced |
| King Luther Capital Management Corp | 12,535 | $5.95M | 0.03% | −3,542−22.0% | Reduced |
| Old North State Trust, LLC | 12,511 | $5.94M | 4.27% | +12,511 | New |
| Modus Advisors, LLC | 12,495 | $5.93M | 2.53% | −498−3.8% | Reduced |
| TL Private Wealth | 13,623 | $5.92M | 3.35% | −571−4.0% | Reduced |
| Truehand, Inc | 12,456 | $5.92M | 3.46% | −400−3.1% | Reduced |
| Mengis Capital Management, Inc. | 12,432 | $5.90M | 1.11% | +4,001+47.5% | Added |
| Larson Financial Group LLC | 12,422 | $5.90M | 0.94% | +10,507+548.7% | Added |
| Altman Advisors, Inc. | 13,467 | $5.90M | 3.60% | +10,532+358.8% | Added |
| Arkadios Wealth Advisors | 12,407 | $5.89M | 0.79% | +736+6.3% | Added |
| Moors & Cabot, Inc. | 12,398 | $5.89M | 0.36% | +504+4.2% | Added |
| Carret Asset Management, LLC | 12,389 | $5.88M | 0.65% | −221−1.8% | Reduced |
| Merriman Wealth Management, LLC | 12,378 | $5.88M | 0.43% | +647+5.5% | Added |
| SeaCrest Wealth Management, LLC | 12,298 | $5.84M | 0.64% | −344−2.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 12,259 | $5.82M | 0.19% | −356−2.8% | Reduced |
| Autumn Glory Partners, LLC | 12,250 | $5.82M | 2.43% | +12,250 | New |
| Wallington Asset Management, LLC | 1,471 | $5.81M | 0.89% | −12,389−89.4% | Reduced |
| Cliffwater LLC | 12,204 | $5.80M | 1.51% | 00.0% | Unchanged |
| Private Asset Management Inc | 12,152 | $5.77M | 0.71% | −515−4.1% | Reduced |
| True North Advisors, LLC | 12,118 | $5.76M | 0.97% | +1,522+14.4% | Added |
| Eagle Asset Management Inc | 12,073 | $5.75M | 0.03% | +12,073 | New |
| Waddell & Associates, LLC | 12,014 | $5.71M | 0.90% | +277+2.4% | Added |
| Modera Wealth Management, LLC | 12,002 | $5.70M | 0.22% | +2,013+20.2% | Added |
| Verus Financial Partners, Inc. | 11,971 | $5.69M | 0.75% | +9,774+444.9% | Added |
| Barr E S & Co | 11,958 | $5.68M | 0.38% | −925−7.2% | Reduced |
| Waypoint Capital Advisors, LLC | 11,929 | $5.67M | 3.89% | +11,929 | New |