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 |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 730,959 | $347.1M | 11.83% | +730,959 | New |
| Forward Management, LLC | 720,647 | $342.3M | 32.98% | +187,419+35.1% | Added |
| Sand Hill Global Advisors, LLC | 716,897 | $340.5M | 19.09% | −11,114−1.5% | Reduced |
| William Blair Investment Management, LLC | 714,950 | $339.6M | 0.92% | −120,300−14.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 714,700 | $339.5M | 6.04% | +292,500+69.3% | Added |
| Brown Advisory Inc | 711,692 | $338.0M | 0.42% | +70,335+11.0% | Added |
| Greenfield FTC, Inc. | 705,323 | $335.0M | 86.60% | +9,811+1.4% | Added |
| Valeo Financial Advisors, LLC | 702,288 | $333.6M | 18.22% | +794+0.1% | Added |
| Great West Life Assurance Co | 696,144 | $329.5M | 0.68% | +12,105+1.8% | Added |
| Meitav Dash Investments Ltd | 682,154 | $325.0M | 5.30% | +94,808+16.1% | Added |
| AMG National Trust Bank | 670,510 | $318.5M | 9.59% | −6,194−0.9% | Reduced |
| Private Advisor Group, LLC | 666,794 | $316.7M | 2.38% | −201,057−23.2% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 659,266 | $313.9M | 29.80% | +91,012+16.0% | Added |
| M&T Bank Corp | 649,078 | $308.3M | 1.30% | −12,162−1.8% | Reduced |
| Blair William & Co | 639,360 | $303.7M | 0.95% | +95,119+17.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 635,773 | $302.0M | 0.44% | +67,032+11.8% | Added |
| Circle Wealth Management, LLC | 629,476 | $299.0M | 39.02% | +13,002+2.1% | Added |
| Resource Management, LLC | 627,922 | $298.2M | 30.75% | +10,211+1.7% | Added |
| Two Sigma Investments, LP | 620,963 | $294.9M | 0.72% | +241,698+63.7% | Added |
| Capstone Investment Advisors, LLC | 616,972 | $293.0M | 4.68% | +550,501+828.2% | Added |
| Wexford Capital LP | 603,177 | $286.5M | 29.16% | +603,177 | New |
| AE Wealth Management LLC | 599,952 | $285.0M | 1.99% | +169,956+39.5% | Added |
| Deutsche Bank AG | 599,358 | $284.7M | 0.13% | −23,119−3.7% | Reduced |
| Captrust Financial Advisors | 587,244 | $279.9M | 1.92% | +116,431+24.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 580,221 | $275.6M | 1.23% | +134,737+30.2% | Added |
| Journey Strategic Wealth LLC | 576,475 | $273.8M | 28.50% | +576,475 | New |
| ExodusPoint Capital Management, LP | 566,962 | $269.3M | 3.30% | +554,272+4,367.8% | Added |
| Pactiv General Employee Benefit Trust | 557,521 | $264.8M | 100.00% | −32,250−5.5% | Reduced |
| Baird Financial Group, Inc. | 551,610 | $262.0M | 0.61% | −11,907−2.1% | Reduced |
| Brookstone Capital Management | 559,888 | $261.0M | 4.54% | +11,294+2.1% | Added |
| NorthRock Partners, LLC | 549,123 | $260.8M | 19.54% | +11,660+2.2% | Added |
| Whittier Trust Co | 540,425 | $256.7M | 4.17% | +3,148+0.6% | Added |
| Janney Montgomery Scott LLC | 529,345 | $251.4M | 0.98% | +68,991+15.0% | Added |
| Alaska Permanent Capital Management | 529,289 | $251.4M | 21.11% | +24,624+4.9% | Added |
| Franklin Resources Inc | 528,700 | $251.1M | 0.09% | −324,127−38.0% | Reduced |
| Hackensack Meridian Health, Inc. | 510,936 | $242.7M | 23.54% | +510,936 | New |
| Cornerstone Retirement Group, Inc. | 1,507 | $241.6M | 44.56% | −492,319−99.7% | Reduced |
| Mercer Global Advisors Inc | 480,968 | $228.4M | 1.41% | +4,300+0.9% | Added |
| Soundwatch Capital LLC | 471,227 | $223.8M | 48.40% | +23,664+5.3% | Added |
| MAI Capital Management | 470,461 | $223.4M | 3.64% | +29,152+6.6% | Added |
| Senator Investment Group LP | 470,000 | $223.2M | 4.32% | +470,000 | New |
| Southern Farm Bureau Life Insurance | 467,012 | $221.8M | 30.38% | +11,286+2.5% | Added |
| Tower Research Capital LLC (TRC) | 459,751 | $218.4M | 3.78% | −879,611−65.7% | Reduced |
| TD Private Client Wealth LLC | 452,822 | $215.1M | 8.93% | −60,577−11.8% | Reduced |
| MML Investors Services, LLC | 448,225 | $212.9M | 1.53% | +18,219+4.2% | Added |
| Peavine Capital, LLC | 433,606 | $205.9M | 39.52% | +2,466+0.6% | Added |
| Taiyo Life Insurance Co | 430,000 | $204.2M | 29.11% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 422,262 | $201.2M | 1.94% | +138,646+48.9% | Added |
| Emery Howard Portfolio Management, Inc. | 419,185 | $199.1M | 25.74% | −2,379−0.6% | Reduced |
| First Hawaiian Bank | 418,445 | $198.7M | 5.84% | +5,682+1.4% | Added |
| Shulman DeMeo Asset Management LLC | 417,314 | $198.2M | 51.65% | +417,314 | New |
| InterOcean Capital Group, LLC | 416,561 | $197.8M | 8.67% | +1,908+0.5% | Added |
| Granger Management LLC | 411,755 | $196.2M | 32.23% | −866−0.2% | Reduced |
| Belvedere Trading LLC | 444,630 | $194.7M | 46.50% | +252,090+130.9% | Added |
| Little Harbor Advisors, LLC | 404,935 | $192.3M | 100.00% | +404,935 | New |
| Foster Dykema Cabot & Co Inc | 401,475 | $190.7M | 21.50% | +8,689+2.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 399,090 | $189.6M | 13.58% | +399,090 | New |
| Jones Financial Companies LLLP | 398,563 | $189.3M | 0.27% | +213+0.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 394,908 | $187.6M | 2.49% | +29,198+8.0% | Added |
| Tiaa, FSB | 393,153 | $186.6M | 0.61% | −3,453−0.9% | Reduced |
| Miller Investment Management, LP | 389,058 | $184.8M | 26.43% | −5,441−1.4% | Reduced |
| Lumina Fund Management LLC | 388,141 | $184.4M | 74.10% | +22,240+6.1% | Added |
| Stadion Money Management, LLC | 378,021 | $179.5M | 9.38% | +378,021 | New |
| Two Sigma Advisers, LP | 373,303 | $177.3M | 0.44% | −39,712−9.6% | Reduced |
| Freestone Capital Holdings, LLC | 369,532 | $175.5M | 7.42% | +16,075+4.5% | Added |
| Ieq Capital, LLC | 365,706 | $173.7M | 4.02% | +20,668+6.0% | Added |
| Neuberger Berman Group LLC | 359,788 | $170.9M | 0.13% | +26,794+8.0% | Added |
| Wealthspire Advisors, LLC | 354,551 | $168.4M | 3.73% | −230,349−39.4% | Reduced |
| HBK Investments L P | 350,654 | $166.5M | 3.58% | +350,654 | New |
| Pine Ridge Advisers LLC | 345,498 | $164.1M | 45.03% | +59,991+21.0% | Added |
| Broadmark Asset Management LLC | 344,091 | $163.4M | 100.00% | +60,502+21.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 342,598 | $162.8M | 0.35% | −62,313−15.4% | Reduced |
| Hollencrest Capital Management | 333,888 | $158.6M | 12.47% | −11,307−3.3% | Reduced |
| FFT Wealth Management LLC | 333,035 | $158.2M | 14.17% | −2,345−0.7% | Reduced |
| IMC-Chicago, LLC | 332,034 | $157.7M | 6.45% | +332,034 | New |
| Jana Partners LLC | 331,155 | $157.3M | 10.71% | +188,221+131.7% | Added |
| Cetera Advisors LLC | 324,795 | $154.3M | 3.12% | −100,037−23.5% | Reduced |
| Keybank National Association | 322,093 | $153.0M | 0.61% | −1,802−0.6% | Reduced |
| DT Investment Partners, LLC | 321,666 | $152.8M | 19.88% | +7,510+2.4% | Added |
| Trustcore Financial Services, LLC | 319,208 | $151.6M | 17.14% | −89,988−22.0% | Reduced |
| Mirabella Financial Services LLP | 319,148 | $151.6M | 15.44% | +296,854+1,331.5% | Added |
| Retirement Systems of Alabama | 317,567 | $150.8M | 0.53% | +319+0.1% | Added |
| Citadel Advisors LLC | 317,563 | $150.8M | 0.16% | −1,335,125−80.8% | Reduced |
| Stratos Wealth Partners, LTD. | 312,091 | $148.2M | 3.28% | −39,674−11.3% | Reduced |
| Independent Family Office, LLC | 311,339 | $147.9M | 55.83% | −229−0.1% | Reduced |
| Metropolitan Life Insurance Co | 308,870 | $146.7M | 1.99% | +75,700+32.5% | Added |
| Minot Capital, LP | 304,849 | $144.8M | 23.31% | −3,124−1.0% | Reduced |
| Parametric Portfolio Associates LLC | 304,785 | $144.8M | 0.07% | +14,869+5.1% | Added |
| Jordan Park Group LLC | 302,926 | $143.9M | 10.31% | −31,141−9.3% | Reduced |
| Banco Santander, S.A. | 301,698 | $143.3M | 0.77% | −49,590−14.1% | Reduced |
| APCM Wealth Management for Individuals | 298,234 | $141.6M | 25.11% | +8,878+3.1% | Added |
| Caas Capital Management LP | 296,073 | $140.6M | 12.85% | +296,073 | New |
| Geller Advisors LLC | 294,184 | $140.2M | 27.32% | −826−0.3% | Reduced |
| Sageworth Trust Co | 294,875 | $140.1M | 10.87% | −460−0.2% | Reduced |
| JMG Financial Group, Ltd. | 290,875 | $138.2M | 7.07% | −2,023−0.7% | Reduced |
| FineMark National Bank & Trust | 285,293 | $135.5M | 5.18% | +5,372+1.9% | Added |
| Huntington National Bank | – | $134.6M | 1.22% | – | – |
| BCJ Capital Management, LLC | 281,389 | $133.6M | 12.46% | −124,554−30.7% | Reduced |
| GWM Advisors LLC | 281,332 | $133.6M | 2.01% | +126,927+82.2% | Added |
| Asset Management One Co.,Ltd. | 278,250 | $132.9M | 0.46% | −14,850−5.1% | Reduced |