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 |
|---|---|---|---|---|---|
| Home Federal Bank of Tennessee | 5,069 | $2.41M | 0.80% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 5,059 | $2.40M | 1.66% | −34−0.7% | Reduced |
| Ameliora Wealth Management Ltd. | 5,552 | $2.40M | 2.20% | +5,552 | New |
| Sky Investment Group LLC | 5,030 | $2.39M | 0.48% | +95+1.9% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 5,030 | $2.39M | 0.13% | +178+3.7% | Added |
| Rollins Financial | 5,029 | $2.39M | 0.69% | +5,029 | New |
| Wealth Enhancement Advisory Services, LLC | 5,320 | $2.38M | 0.03% | +77+1.5% | Added |
| Revolve Wealth Partners, LLC | 5,012 | $2.38M | 0.69% | +5,012 | New |
| Autonomy Capital (Jersey) L.P. | 5,000 | $2.38M | 3.88% | −36,624−88.0% | Reduced |
| Fiduciary Group LLC | 4,994 | $2.37M | 0.26% | +340+7.3% | Added |
| Gemmer Asset Management LLC | 4,990 | $2.37M | 0.28% | +58+1.2% | Added |
| SP Asset Management | 5,229 | $2.37M | 0.24% | +1,541+41.8% | Added |
| Bowling Portfolio Management LLC | 4,977 | $2.36M | 0.49% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 4,972 | $2.36M | 0.43% | +171+3.6% | Added |
| TrinityPoint Wealth, LLC | 4,974 | $2.36M | 0.42% | +347+7.5% | Added |
| SIG North Trading, ULC | 4,973 | $2.36M | 0.60% | +4,973 | New |
| Vectors Research Management, LLC | 4,968 | $2.36M | 0.50% | −253−4.8% | Reduced |
| HNP Capital LLC | 4,968 | $2.36M | 0.53% | −253−4.8% | Reduced |
| Bluestein R H & Co | 4,965 | $2.36M | 0.08% | −4,592−48.0% | Reduced |
| First Trust Advisors LP | 4,952 | $2.35M | 0.00% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 4,947 | $2.35M | 0.18% | −35−0.7% | Reduced |
| Cooper/Haims Advisors, LLC | 4,945 | $2.35M | 1.45% | +8+0.2% | Added |
| Mount Yale Investment Advisors, LLC | 4,927 | $2.34M | 0.24% | +1,734+54.3% | Added |
| Verity Asset Management, Inc. | 4,911 | $2.33M | 1.38% | −10,976−69.1% | Reduced |
| Rappaport Reiches Capital Management, LLC | 4,910 | $2.33M | 2.00% | +1,712+53.5% | Added |
| HCR Wealth Advisors | 4,905 | $2.33M | 0.36% | +130+2.7% | Added |
| BCR Wealth Strategies, LLC | 4,889 | $2.32M | 2.20% | +4,889 | New |
| Wealth Advisors, Inc. | 4,867 | $2.31M | 0.80% | −5−0.1% | Reduced |
| Arlington Partners LLC | 4,866 | $2.31M | 0.62% | +2,563+111.3% | Added |
| Safeguard Investment Advisory Group, LLC | 4,856 | $2.31M | 1.35% | −156−3.1% | Reduced |
| Hardy Reed LLC | 4,841 | $2.30M | 0.38% | 00.0% | Unchanged |
| Sabal Trust CO | 4,833 | $2.29M | 0.15% | −125−2.5% | Reduced |
| McBroom & Associates, LLC | 4,833 | $2.29M | 1.73% | +4,833 | New |
| SVB Wealth Advisory, Inc. | 4,810 | $2.29M | 1.52% | +118+2.5% | Added |
| DFPG Investments, LLC | 5,118 | $2.29M | 0.96% | +450+9.6% | Added |
| Capital City Trust Co | 4,810 | $2.29M | 0.65% | −273−5.4% | Reduced |
| Perennial Investment Advisors, LLC | 4,804 | $2.28M | 0.71% | +1,649+52.3% | Added |
| Camelot Portfolios, LLC | 4,801 | $2.28M | 0.92% | +3,961+471.5% | Added |
| Ulland Investment Advisors, LLC | 4,799 | $2.28M | 1.45% | +4,799 | New |
| Horizon Investments, LLC | 4,797 | $2.28M | 0.07% | −739−13.3% | Reduced |
| Vaughan David Investments LLC | 4,785 | $2.27M | 0.07% | −485−9.2% | Reduced |
| Delta Investment Management, LLC | 4,786 | $2.27M | 0.65% | −84−1.7% | Reduced |
| Horizon Investment Services, LLC | 4,783 | $2.27M | 1.04% | +50+1.1% | Added |
| Cary Street Partners Asset Management LLC | 4,776 | $2.27M | 0.49% | +875+22.4% | Added |
| Sharkey, Howes & Javer | 4,767 | $2.26M | 0.51% | −109−2.2% | Reduced |
| First PREMIER Bank | 4,766 | $2.26M | 0.59% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 4,762 | $2.26M | 1.08% | +100+2.1% | Added |
| Lokken Investment Group LLC | 4,761 | $2.26M | 1.61% | −24−0.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,760 | $2.26M | 0.43% | +43+0.9% | Added |
| Marks Group Wealth Management, Inc | 4,754 | $2.26M | 0.28% | +3,870+437.8% | Added |
| Intergy Private Wealth, LLC | 4,747 | $2.25M | 1.76% | +4,747 | New |
| ML & R Wealth Management LLC | 4,743 | $2.25M | 0.84% | +4,743 | New |
| Coastal Investment Advisors, Inc. | 4,735 | $2.25M | 0.49% | −90−1.9% | Reduced |
| MBA Advisors LLC | 4,726 | $2.25M | 1.39% | +60+1.3% | Added |
| Pinnacle Private Wealth, LLC | 4,698 | $2.23M | 0.70% | +4,698 | New |
| WealthShield Partners, LLC | 4,690 | $2.23M | 0.37% | +1,346+40.3% | Added |
| Miller Value Partners, LLC | 4,685 | $2.23M | 0.08% | +3,498+294.7% | Added |
| Rice Partnership, LLC | 4,678 | $2.22M | 0.63% | +209+4.7% | Added |
| Affinity Wealth Management LLC | 4,873 | $2.22M | 0.46% | −210−4.1% | Reduced |
| Braun-Bostich & Associates Inc. | 4,873 | $2.22M | 0.53% | +4,103+532.9% | Added |
| Tyler-Stone Wealth Management | 4,667 | $2.22M | 1.18% | +4,667 | New |
| SeaBridge Investment Advisors LLC | 4,655 | $2.21M | 0.71% | +370+8.6% | Added |
| McElhenny Sheffield Capital Management, LLC | 4,626 | $2.20M | 0.82% | +1,646+55.2% | Added |
| USAdvisors Wealth Management, LLC | 4,622 | $2.20M | 0.89% | −1,333−22.4% | Reduced |
| Southern Wealth Management, LLP | 4,623 | $2.20M | 0.87% | +1,174+34.0% | Added |
| Octavia Wealth Advisors, LLC | 4,605 | $2.19M | 0.47% | +756+19.6% | Added |
| United Maritime Capital LLC | 4,600 | $2.19M | 2.53% | −400−8.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,608 | $2.19M | 0.66% | +11+0.2% | Added |
| Adams Chetwood Wealth Management LLC | 4,605 | $2.19M | 1.49% | −92−2.0% | Reduced |
| Mosaic Family Wealth, LLC | 4,598 | $2.18M | 0.57% | +78+1.7% | Added |
| White Lighthouse Investment Management Inc. | 4,597 | $2.18M | 0.54% | +12+0.3% | Added |
| Omnia Family Wealth, LLC | 4,559 | $2.17M | 1.32% | +92+2.1% | Added |
| Country Trust Bank | 4,564 | $2.17M | 0.06% | +16+0.4% | Added |
| Visionary Wealth Advisors | 4,561 | $2.17M | 0.18% | +32+0.7% | Added |
| Cedrus LLC | 4,549 | $2.16M | 2.08% | +4,549 | New |
| Wambolt & Associates, LLC | 4,549 | $2.16M | 0.78% | −60−1.3% | Reduced |
| Baystate Wealth Management LLC | 4,545 | $2.16M | 0.19% | +2,032+80.9% | Added |
| Joseph P. Lucia & Associates, LLC | 4,526 | $2.15M | 1.37% | −14−0.3% | Reduced |
| Legacy Private Trust Co. | 4,510 | $2.14M | 0.16% | +1,680+59.4% | Added |
| Toth Financial Advisory Corp | 4,504 | $2.14M | 0.29% | −130−2.8% | Reduced |
| TCTC Holdings, LLC | 4,496 | $2.13M | 0.09% | −36−0.8% | Reduced |
| Valley National Advisers Inc | 4,488 | $2.13M | 0.39% | −134−2.9% | Reduced |
| Patton Albertson Miller Group, LLC | 4,473 | $2.12M | 0.34% | +130+3.0% | Added |
| Capital Directions Investment Advisors, LLC | 4,468 | $2.12M | 0.61% | +1,600+55.8% | Added |
| Parkside Investments, LLC | 4,467 | $2.12M | 0.41% | −70−1.5% | Reduced |
| Ascent Wealth Partners, LLC | 4,462 | $2.12M | 0.38% | −2,016−31.1% | Reduced |
| Front Row Advisors LLC | 4,440 | $2.12M | 0.79% | +175+4.1% | Added |
| Drive Wealth Management, LLC | 4,447 | $2.12M | 1.86% | +4,447 | New |
| Essex Savings Bank | 4,451 | $2.11M | 0.72% | +65+1.5% | Added |
| Price T Rowe Associates Inc | 4,420 | $2.10M | 0.00% | −191−4.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,415 | $2.10M | 0.05% | −808−15.5% | Reduced |
| L2 Asset Management, LLC | 4,410 | $2.10M | 1.46% | +4,410 | New |
| Tufton Capital Management | 4,405 | $2.09M | 0.32% | −6−0.1% | Reduced |
| EPIQ Capital Group, LLC | 4,388 | $2.09M | 0.37% | +361+9.0% | Added |
| Winch Advisory Services, LLC | 4,394 | $2.09M | 0.69% | −72−1.6% | Reduced |
| Weaver Consulting Group | 4,395 | $2.09M | 1.00% | +151+3.6% | Added |
| Agate Pass Investment Management, LLC | 4,376 | $2.08M | 1.29% | +4,376 | New |
| Ullmann Financial Group, Inc. | 4,368 | $2.08M | 0.55% | −160−3.5% | Reduced |
| Monticello Wealth Management, LLC | 4,364 | $2.07M | 0.19% | −59−1.3% | Reduced |
| South Shore Capital Advisors | 4,365 | $2.07M | 3.38% | +844+24.0% | Added |