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
- 3,182
- +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
47 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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 8,416 | $4.00M | 0.36% | +965+13.0% | Added |
| Signature Estate & Investment Advisors LLC | 8,407 | $3.99M | 0.18% | +1,885+28.9% | Added |
| High Falls Advisors, Inc | 8,404 | $3.99M | 1.02% | −204−2.4% | Reduced |
| Pasadena Private Wealth, LLC | 8,402 | $3.99M | 1.31% | +5,223+164.3% | Added |
| Lowery Thomas, LLC | 8,382 | $3.98M | 2.75% | +8,382 | New |
| UBP Investment Advisors SA | 8,350 | $3.97M | 1.45% | −280−3.2% | Reduced |
| Colony Family Offices, LLC | 8,275 | $3.94M | 1.90% | +35+0.4% | Added |
| Sunbelt Securities, Inc. | 8,704 | $3.92M | 0.64% | −2,357−21.3% | Reduced |
| ZWJ Investment Counsel Inc | 8,264 | $3.92M | 0.20% | −733−8.1% | Reduced |
| Family Management Corp | 8,255 | $3.92M | 1.02% | +246+3.1% | Added |
| Meridian Investment Counsel Inc. | 8,251 | $3.92M | 1.30% | −25−0.3% | Reduced |
| Capital Asset Advisory Services LLC | 8,188 | $3.90M | 0.41% | −2,016−19.8% | Reduced |
| Beck Mack & Oliver LLC | 8,215 | $3.90M | 0.09% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,204 | $3.90M | 0.04% | −319−3.7% | Reduced |
| Fortem Financial Group, LLC | 8,185 | $3.89M | 1.77% | +3,728+83.6% | Added |
| Great Diamond Partners, LLC | 8,177 | $3.88M | 1.00% | +265+3.3% | Added |
| First United Bank Trust | 8,163 | $3.88M | 1.43% | −686−7.8% | Reduced |
| Victory Capital Management Inc | 8,145 | $3.87M | 0.00% | −8,669−51.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 8,126 | $3.86M | 1.68% | −55−0.7% | Reduced |
| Lattice Capital Management, LLC | 8,124 | $3.86M | 3.98% | +8,124 | New |
| Credit Agricole S A | 8,090 | $3.84M | 0.13% | −11,613−58.9% | Reduced |
| Halpern Financial, Inc. | 8,074 | $3.83M | 1.64% | −120−1.5% | Reduced |
| MTM Investment Management, LLC | 8,067 | $3.83M | 1.82% | +19+0.2% | Added |
| SL Advisors, LLC | 8,062 | $3.83M | 9.42% | +759+10.4% | Added |
| Compass Ion Advisors, LLC | 8,035 | $3.82M | 1.23% | +1,573+24.3% | Added |
| Guidance Point Advisors, LLC | 7,979 | $3.79M | 1.37% | −1,390−14.8% | Reduced |
| Blueprint Investment Partners LLC | 7,965 | $3.78M | 0.93% | +7,965 | New |
| Polaris Wealth Advisory Group, LLC | 7,964 | $3.78M | 0.22% | +5,472+219.6% | Added |
| Denver Wealth Management, Inc. | 7,952 | $3.78M | 3.63% | +7,952 | New |
| Asset Dedication, LLC | 7,948 | $3.78M | 0.45% | +751+10.4% | Added |
| Montis Financial, LLC | 7,945 | $3.77M | 2.74% | −87−1.1% | Reduced |
| TruWealth Advisors, LLC | 7,929 | $3.77M | 0.38% | −288−3.5% | Reduced |
| Covenant Asset Management, LLC | 7,908 | $3.76M | 1.01% | +60+0.8% | Added |
| Castle Rock Wealth Management, LLC | 8,556 | $3.75M | 1.53% | +755+9.7% | Added |
| Nixon Peabody Trust Co | 7,887 | $3.75M | 1.13% | −196−2.4% | Reduced |
| Ibex Wealth Advisors | 7,855 | $3.73M | 0.66% | +292+3.9% | Added |
| Twin Lakes Capital Management, LLC | 7,824 | $3.72M | 1.98% | −87−1.1% | Reduced |
| Madison Wealth Partners, Inc | 7,811 | $3.71M | 1.87% | +24+0.3% | Added |
| F&V Capital Management, LLC | 7,792 | $3.70M | 1.24% | +23+0.3% | Added |
| Valmark Advisers, Inc. | 7,764 | $3.69M | 0.06% | −3,370−30.3% | Reduced |
| Enterprise Financial Services Corp | 7,746 | $3.68M | 0.56% | −185−2.3% | Reduced |
| Raffa Wealth Management, LLC | 7,726 | $3.67M | 1.20% | +5+0.1% | Added |
| Keystone Wealth Services, LLC | 7,724 | $3.67M | 1.49% | +7,724 | New |
| CRA Financial Services, LLC | 7,723 | $3.67M | 1.09% | −58−0.7% | Reduced |
| Asset Allocation & Management Company, LLC | 7,700 | $3.66M | 1.24% | +2,089+37.2% | Added |
| DHJJ Financial Advisors, Ltd. | 7,663 | $3.65M | 1.71% | −325−4.1% | Reduced |
| Vulcan Value Partners, LLC | 7,670 | $3.64M | 0.02% | +7,670 | New |
| Marietta Wealth Management, LLC | 7,668 | $3.64M | 0.73% | −30−0.4% | Reduced |
| Parsec Financial Management, Inc. | 7,648 | $3.63M | 0.15% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 7,648 | $3.63M | 0.26% | +215+2.9% | Added |
| Walkner Condon Financial Advisors LLC | 7,637 | $3.63M | 2.36% | −2,531−24.9% | Reduced |
| Miracle Mile Advisors, LLC | 7,629 | $3.62M | 0.14% | −1,332−14.9% | Reduced |
| Clientfirst Wealth Management, LLC | 7,936 | $3.62M | 3.25% | +7,936 | New |
| Cornerstone Advisory, LLC | 7,596 | $3.61M | 0.52% | −1,115−12.8% | Reduced |
| Sightline Wealth Advisors, LLC | 7,536 | $3.60M | 3.22% | +19+0.3% | Added |
| Bensler, LLC | 7,556 | $3.59M | 1.00% | +7,556 | New |
| Long Run Wealth Advisors, LLC | 7,545 | $3.58M | 1.25% | +7,545 | New |
| Laidlaw Wealth Management LLC | 7,531 | $3.58M | 0.57% | +330+4.6% | Added |
| Turim 21 Investimentos Ltda. | 7,508 | $3.57M | 1.56% | +4,867+184.3% | Added |
| Castellan Group, LLC | 7,505 | $3.56M | 2.47% | −933−11.1% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 7,501 | $3.56M | 0.17% | −3,903−34.2% | Reduced |
| BNC Wealth Management, LLC | 7,499 | $3.56M | 1.69% | +4,059+118.0% | Added |
| Prosperity Planning, Inc. | 7,483 | $3.55M | 1.80% | −283−3.6% | Reduced |
| Loudon Investment Management, LLC | 7,473 | $3.55M | 2.27% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 7,460 | $3.54M | 1.64% | −147−1.9% | Reduced |
| AtlasMark Financial, Inc | 7,430 | $3.53M | 4.27% | 00.0% | Unchanged |
| Orin Green Financial, LLC | 7,847 | $3.53M | 2.56% | −152−1.9% | Reduced |
| Iowa State Bank | 7,414 | $3.52M | 0.83% | +556+8.1% | Added |
| Royal Capital Wealth Management, LLC | 7,387 | $3.51M | 3.40% | +7,387 | New |
| LBMC Investment Advisors, LLC | 7,353 | $3.49M | 0.30% | +2,529+52.4% | Added |
| Chesapeake Wealth Management | 7,332 | $3.48M | 1.17% | −552−7.0% | Reduced |
| NWK Group, Inc. | 7,332 | $3.48M | 1.28% | +133+1.8% | Added |
| TCI Wealth Advisors, Inc. | 7,326 | $3.48M | 0.51% | −51−0.7% | Reduced |
| Retirement Group, LLC | 7,310 | $3.47M | 1.52% | +392+5.7% | Added |
| Sage Advisory Services, Ltd.Co. | 7,265 | $3.45M | 0.86% | +7,265 | New |
| WESCAP Management Group, Inc. | 7,246 | $3.44M | 0.95% | −515−6.6% | Reduced |
| Regis Management CO LLC | 7,228 | $3.43M | 0.56% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 7,225 | $3.43M | 0.17% | 00.0% | Unchanged |
| Moreno Evelyn V | 7,210 | $3.42M | 0.68% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 7,191 | $3.42M | 3.46% | −853−10.6% | Reduced |
| Waterfront Wealth Inc. | 7,173 | $3.41M | 1.35% | +22+0.3% | Added |
| Richard P Slaughter Associates Inc | 7,160 | $3.40M | 1.20% | +178+2.5% | Added |
| Boston Research & Management Inc | 7,148 | $3.40M | 0.93% | −70−1.0% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 7,146 | $3.39M | 0.60% | +3,140+78.4% | Added |
| Boston Trust Walden Corp | 7,129 | $3.39M | 0.03% | +2,335+48.7% | Added |
| Dearborn Partners LLC | 7,120 | $3.38M | 0.12% | +4,477+169.4% | Added |
| Madison Wealth Management | 7,114 | $3.38M | 0.68% | −20.0% | Reduced |
| Peak Planning Group, LLC | 7,110 | $3.38M | 2.49% | −6−0.1% | Reduced |
| Clearshares LLC | 7,868 | $3.38M | 2.54% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 7,104 | $3.37M | 0.27% | −214−2.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 7,097 | $3.37M | 0.10% | −2,120−23.0% | Reduced |
| Cordatus Wealth Management LLC | 7,074 | $3.36M | 0.98% | +1,660+30.7% | Added |
| Kelman-Lazarov, Inc. | 7,022 | $3.33M | 1.07% | −94−1.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,008 | $3.33M | 0.18% | +1,372+24.3% | Added |
| Yale University | 7,000 | $3.33M | 0.63% | −111,300−94.1% | Reduced |
| Callan Capital, LLC | 6,999 | $3.32M | 0.48% | +10.0% | Added |
| Clear Perspectives Financial Planning, LLC | 6,995 | $3.32M | 1.34% | +138+2.0% | Added |
| IndexIQ Advisors LLC | 6,995 | $3.32M | 0.11% | +3,244+86.5% | Added |
| Austin Asset Management Co Inc | 6,995 | $3.32M | 1.04% | +6,995 | New |
| Signature Wealth Management Partners, LLC | 6,981 | $3.32M | 2.81% | +54+0.8% | Added |