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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 6,007 | $2.85M | 2.54% | +846+16.4% | Added |
| Financial Architects, Inc | 5,998 | $2.85M | 0.39% | −30−0.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,993 | $2.85M | 0.93% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 5,986 | $2.84M | 1.08% | −46−0.8% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 5,977 | $2.84M | 0.86% | −88−1.5% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,969 | $2.84M | 0.39% | +15+0.3% | Added |
| Noesis Capital Mangement Corp | 5,956 | $2.83M | 0.57% | +217+3.8% | Added |
| TNF LLC | 6,073 | $2.82M | 1.18% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5,917 | $2.81M | 0.42% | −826−12.2% | Reduced |
| Retirement Guys Formula LLC | 5,886 | $2.80M | 2.22% | +5,886 | New |
| Financial Perspectives, Inc | 5,877 | $2.79M | 1.32% | 00.0% | Unchanged |
| Inverness Counsel LLC | – | $2.79M | 0.10% | – | – |
| Chicago Capital, LLC | 5,866 | $2.79M | 0.10% | +989+20.3% | Added |
| Trinity Legacy Partners, LLC | 5,866 | $2.79M | 0.94% | +4,405+301.5% | Added |
| Brandywine Oak Private Wealth LLC | 5,864 | $2.78M | 0.30% | +23+0.4% | Added |
| City Holding Co | 6,368 | $2.78M | 0.46% | −371−5.5% | Reduced |
| AlphaCore Capital LLC | 5,844 | $2.78M | 1.21% | +56+1.0% | Added |
| Founders Financial Securities LLC | 5,836 | $2.77M | 0.50% | +620+11.9% | Added |
| Sequent Asset Management, LLC | 5,822 | $2.77M | 1.51% | −25−0.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 5,820 | $2.76M | 0.98% | −26−0.4% | Reduced |
| Security Financial Services, INC. | 5,793 | $2.75M | 0.92% | +5,793 | New |
| Highland Capital Management, LLC | 5,792 | $2.75M | 0.16% | −375−6.1% | Reduced |
| Abacus Wealth Partners, LLC | 5,785 | $2.75M | 0.97% | −9,056−61.0% | Reduced |
| Libra Wealth LLC | 5,777 | $2.74M | 1.78% | +5,777 | New |
| Symphony Financial, Ltd. Co. | 5,719 | $2.73M | 0.76% | −110−1.9% | Reduced |
| Willis Johnson & Associates, Inc. | 5,731 | $2.72M | 0.35% | −59−1.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,729 | $2.72M | 0.78% | +324+6.0% | Added |
| Harbour Capital Advisors, LLC | 5,726 | $2.72M | 0.67% | −20−0.3% | Reduced |
| Dana Investment Advisors, Inc. | 5,723 | $2.72M | 0.12% | +634+12.5% | Added |
| Crossvault Capital Management LLC | 5,720 | $2.72M | 0.82% | +26+0.5% | Added |
| Fairhaven Wealth Management, LLC | 5,716 | $2.71M | 1.06% | +184+3.3% | Added |
| Baker Ellis Asset Management LLC | 5,708 | $2.71M | 0.48% | −94−1.6% | Reduced |
| Legacy Financial Strategies, LLC | 5,701 | $2.71M | 1.17% | −16−0.3% | Reduced |
| Signet Financial Management, LLC | 5,693 | $2.70M | 0.41% | −3,828−40.2% | Reduced |
| Acropolis Investment Management, LLC | 5,691 | $2.70M | 0.24% | −10−0.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 5,674 | $2.69M | 0.26% | −385−6.4% | Reduced |
| BEAM Asset Management, LLC | 5,657 | $2.69M | 3.08% | +289+5.4% | Added |
| Epiq Partners, LLC | 5,654 | $2.69M | 1.43% | −1,200−17.5% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 5,652 | $2.69M | 0.65% | +1,669+41.9% | Added |
| Parisi Gray Wealth Management | 5,651 | $2.68M | 1.00% | −7−0.1% | Reduced |
| Beaumont Financial Partners, LLC | 5,642 | $2.68M | 0.19% | +1,726+44.1% | Added |
| Sittner & Nelson, LLC | 5,640 | $2.68M | 1.56% | +70+1.3% | Added |
| McMillion Capital Management Inc | 5,614 | $2.67M | 1.44% | +13+0.2% | Added |
| WNY Asset Management, LLC | 5,613 | $2.67M | 0.79% | +20+0.4% | Added |
| PVG Asset Management Corp | 5,596 | $2.66M | 9.72% | +5,596 | New |
| Theory Financial LLC | 5,585 | $2.65M | 1.73% | +5,585 | New |
| McKinley Carter Wealth Services, Inc. | 5,567 | $2.64M | 0.20% | −1,016−15.4% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 5,566 | $2.64M | 0.60% | −196−3.4% | Reduced |
| Palouse Capital Management, Inc. | 5,564 | $2.64M | 1.13% | −213−3.7% | Reduced |
| LaFleur & Godfrey LLC | 5,560 | $2.64M | 0.34% | −303−5.2% | Reduced |
| Northern Oak Wealth Management Inc | 5,554 | $2.64M | 0.30% | +3+0.1% | Added |
| Column Capital Advisors, LLC | 5,551 | $2.64M | 0.51% | +1,895+51.8% | Added |
| Eagle Global Advisors LLC | 5,543 | $2.63M | 0.17% | +115+2.1% | Added |
| Laraway Financial Inc | 5,540 | $2.63M | 2.35% | +5,540 | New |
| Disciplined Investments, LLC | 5,523 | $2.62M | 1.16% | −1,349−19.6% | Reduced |
| Rossmore Private Capital | 5,517 | $2.62M | 0.41% | +1,189+27.5% | Added |
| Burney Co | 5,515 | $2.62M | 0.11% | +366+7.1% | Added |
| McIlrath & Eck, LLC | 5,504 | $2.61M | 0.71% | −552−9.1% | Reduced |
| Coastline Trust Co | 5,485 | $2.60M | 0.30% | +1,540+39.0% | Added |
| SOA Wealth Advisors, LLC. | 5,460 | $2.60M | 0.63% | +529+10.7% | Added |
| Summit Financial Strategies, Inc. | 5,472 | $2.60M | 0.50% | −46−0.8% | Reduced |
| Tradition Wealth Management, LLC | 5,469 | $2.60M | 0.33% | −190−3.4% | Reduced |
| Financial Advisors Network, Inc. | 5,466 | $2.60M | 0.58% | −43−0.8% | Reduced |
| Fort Pitt Capital Group, LLC | 5,452 | $2.59M | 0.09% | −596−9.9% | Reduced |
| Duncker Streett & Co Inc | 5,454 | $2.59M | 0.45% | +6+0.1% | Added |
| Biltmore Family Office, LLC | 5,424 | $2.58M | 0.49% | −74−1.3% | Reduced |
| Anchor Investment Management, LLC | 5,439 | $2.58M | 0.32% | −10−0.2% | Reduced |
| Ziegler Capital Management, LLC | 5,417 | $2.57M | 0.09% | −10,847−66.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,415 | $2.57M | 0.18% | +3,180+142.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,412 | $2.57M | 0.14% | −365−6.3% | Reduced |
| Parkside Financial Bank & Trust | 5,399 | $2.56M | 0.63% | −23−0.4% | Reduced |
| Index Fund Advisors, Inc. | 5,398 | $2.56M | 0.18% | +5,398 | New |
| WESPAC Advisors SoCal, LLC | 5,653 | $2.56M | 0.78% | +497+9.6% | Added |
| Eldridge Investment Advisors, Inc. | 5,389 | $2.56M | 0.85% | −49−0.9% | Reduced |
| Mathes Company, Inc. | 5,375 | $2.55M | 0.88% | +35+0.7% | Added |
| Paces Ferry Wealth Advisors, LLC | 5,356 | $2.54M | 1.82% | +137+2.6% | Added |
| Advisor Partners LLC | 5,334 | $2.53M | 0.15% | −289−5.1% | Reduced |
| M.D. Sass Investors Services, Inc. | 5,312 | $2.52M | 0.39% | −160−2.9% | Reduced |
| Ballast Advisors LLC | 5,296 | $2.52M | 0.96% | −37−0.7% | Reduced |
| Martel Wealth Advisors Inc | 5,294 | $2.51M | 0.60% | −100−1.9% | Reduced |
| Sandy Cove Advisors, LLC | 5,277 | $2.51M | 2.11% | +5,277 | New |
| Nelson Capital Management, LLC | 5,253 | $2.50M | 0.46% | +195+3.9% | Added |
| Ridgecrest Wealth Partners, LLC | 5,247 | $2.49M | 1.21% | +43+0.8% | Added |
| Asset Management Group, Inc. | 5,219 | $2.48M | 0.49% | −112−2.1% | Reduced |
| Trillium Asset Management, LLC | 5,214 | $2.48M | 0.06% | +218+4.4% | Added |
| High Net Worth Advisory Group LLC | 5,187 | $2.46M | 0.86% | +5,187 | New |
| Ashton Thomas Private Wealth, LLC | 5,179 | $2.46M | 0.24% | +585+12.7% | Added |
| Wealthquest Corp | 5,172 | $2.46M | 0.38% | −219−4.1% | Reduced |
| Geneva Partners, LLC | 5,164 | $2.45M | 1.22% | +4+0.1% | Added |
| Towerpoint Wealth, LLC | 5,151 | $2.45M | 1.16% | +16+0.3% | Added |
| Gilbert & Cook, Inc. | 5,140 | $2.44M | 0.39% | −23−0.4% | Reduced |
| Alley Co LLC | 5,132 | $2.44M | 0.39% | +233+4.8% | Added |
| Insight Advisors, LLC | 5,129 | $2.44M | 0.72% | +414+8.8% | Added |
| Teamwork Financial Advisors, LLC | 5,126 | $2.44M | 0.45% | +264+5.4% | Added |
| Inspirion Wealth Advisors, LLC | 5,117 | $2.43M | 0.51% | −133−2.5% | Reduced |
| Levin Capital Strategies, L.P. | 5,110 | $2.43M | 0.23% | −1,110−17.8% | Reduced |
| Leeward Financial Partners, LLC | 5,099 | $2.42M | 1.51% | +5,099 | New |
| Marshall & Sullivan Inc | 5,087 | $2.42M | 1.16% | −11−0.2% | Reduced |
| Keebeck Alpha, LP | 5,080 | $2.41M | 0.87% | −694−12.0% | Reduced |
| InTrack Investment Management Inc | 5,076 | $2.41M | 1.67% | +20+0.4% | Added |