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 |
|---|---|---|---|---|---|
| Compass Financial Advisors LLC | 3,129 | $1.49M | 1.64% | +3,129 | New |
| Clarkston Capital Partners, LLC | 3,127 | $1.49M | 0.03% | +540+20.9% | Added |
| Isthmus Partners, LLC | 3,119 | $1.48M | 0.25% | +1,332+74.5% | Added |
| Valicenti Advisory Services Inc | 3,111 | $1.48M | 0.37% | −110−3.4% | Reduced |
| Old Port Advisors | 3,158 | $1.48M | 0.50% | −4−0.1% | Reduced |
| Moneda S.A. Administradora General de Fondos | 3,104 | $1.47M | 0.83% | +1,052+51.3% | Added |
| Professional Advisory Services Inc | 3,061 | $1.45M | 0.20% | −82−2.6% | Reduced |
| Mattern Capital Management, LLC | 3,062 | $1.45M | 0.25% | −56−1.8% | Reduced |
| Archford Capital Strategies, LLC | 3,059 | $1.45M | 0.33% | −62−2.0% | Reduced |
| Shakespeare Wealth Management, Inc. | 3,053 | $1.45M | 0.52% | −415−12.0% | Reduced |
| 9258 Wealth Management, LLC | 3,052 | $1.45M | 0.33% | +367+13.7% | Added |
| Kidder Stephen W | 3,050 | $1.45M | 0.44% | −250−7.6% | Reduced |
| Tranquility Partners, LLC | 3,050 | $1.45M | 0.67% | +666+27.9% | Added |
| Ascent Group, LLC | 3,306 | $1.45M | 0.18% | +3,306 | New |
| Culbertson A N & Co Inc | 3,045 | $1.45M | 0.27% | −75−2.4% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 3,276 | $1.44M | 1.17% | +3,276 | New |
| Advisory Alpha, LLC | 3,029 | $1.44M | 0.08% | −449−12.9% | Reduced |
| Opal Wealth Advisors, LLC | 3,016 | $1.43M | 0.91% | +2,266+302.1% | Added |
| Biltmore Capital Advisors LLC | 3,012 | $1.43M | 0.24% | −154−4.9% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 3,006 | $1.43M | 0.40% | +570+23.4% | Added |
| Chartwell Investment Partners, LLC | 3,003 | $1.43M | 0.04% | −510−14.5% | Reduced |
| Symmetry Investments LP | 3,000 | $1.43M | 0.74% | −25,300−89.4% | Reduced |
| Wipfli Financial Advisors LLC, | 2,988 | $1.42M | 0.16% | −15−0.5% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,982 | $1.42M | 0.85% | +2,982 | New |
| Howard Capital Management Inc. | 2,976 | $1.41M | 0.17% | +2,976 | New |
| Maltin Wealth Management, Inc. | 2,960 | $1.41M | 0.85% | −25−0.8% | Reduced |
| Prosperity Consulting Group, LLC | 3,068 | $1.40M | 1.05% | +3,068 | New |
| Butensky & Cohen Financial Security, Inc | 2,952 | $1.40M | 0.50% | −16−0.5% | Reduced |
| Investment Advisory Services Inc | 2,929 | $1.39M | 0.76% | −443−13.1% | Reduced |
| ONE Advisory Partners, LLC | 2,926 | $1.39M | 0.79% | 00.0% | Unchanged |
| Hayden Royal, LLC | 2,915 | $1.39M | 3.25% | −3,593−55.2% | Reduced |
| First Personal Financial Services | 2,900 | $1.38M | 0.31% | +1,775+157.8% | Added |
| SignalPoint Asset Management, LLC | 2,898 | $1.38M | 0.42% | +18+0.6% | Added |
| Summit Asset Management, LLC | 2,888 | $1.37M | 0.39% | −15−0.5% | Reduced |
| Wharton Business Group, LLC | 2,885 | $1.37M | 0.08% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 2,885 | $1.37M | 0.36% | 00.0% | Unchanged |
| WC Walker & Associates, Inc. | 2,945 | $1.37M | 0.68% | −148−4.8% | Reduced |
| Trilogy Capital Inc. | 2,877 | $1.37M | 0.10% | +1,232+74.9% | Added |
| Exchange Capital Management, Inc. | 2,868 | $1.36M | 0.25% | −27−0.9% | Reduced |
| London Co of Virginia | 2,864 | $1.36M | 0.01% | +1,837+178.9% | Added |
| JBJ Investment Partners, LLC | 2,859 | $1.36M | 0.28% | 00.0% | Unchanged |
| WealthBridge Investment Counsel Inc. | 2,855 | $1.36M | 0.57% | +225+8.6% | Added |
| Ironwood Investment Counsel, LLC | 2,847 | $1.35M | 0.31% | +253+9.8% | Added |
| BancorpSouth Bank | 2,837 | $1.35M | 0.17% | −20−0.7% | Reduced |
| LexAurum Advisors, LLC | 2,834 | $1.35M | 0.44% | +401+16.5% | Added |
| LWS Wealth Advisors, Inc. | 2,830 | $1.34M | 0.55% | −21−0.7% | Reduced |
| Morningstar Investment Services LLC | 2,828 | $1.34M | 0.01% | +2,828 | New |
| RiverGlades Family Offices LLC | 2,824 | $1.34M | 0.97% | −130−4.4% | Reduced |
| Lumbard & Kellner, LLC | 2,877 | $1.34M | 0.51% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 2,818 | $1.34M | 0.92% | −99−3.4% | Reduced |
| Horizon Wealth Management, LLC | 2,812 | $1.33M | 0.39% | +2,812 | New |
| Onyx Bridge Wealth Group LLC | 2,773 | $1.32M | 0.45% | −365−11.6% | Reduced |
| Campbell Wealth Management | 2,784 | $1.32M | 0.15% | +150+5.7% | Added |
| Sterling Financial Planning, Inc. | 2,782 | $1.32M | 0.83% | +171+6.5% | Added |
| Tru Independence Asset Management 2, LLC | 2,781 | $1.32M | 0.70% | −7,297−72.4% | Reduced |
| Essex Private Wealth Management, LLC | 2,780 | $1.32M | 1.11% | +204+7.9% | Added |
| Mitchell Sinkler & Starr | 2,768 | $1.31M | 0.39% | +343+14.1% | Added |
| Staley Capital Advisers Inc | 2,762 | $1.31M | 0.06% | +10.0% | Added |
| Facet Wealth, Inc. | 2,757 | $1.31M | 0.12% | +124+4.7% | Added |
| Vickerman Investment Advisors, Inc. | 2,753 | $1.31M | 0.53% | −24−0.9% | Reduced |
| Northwest Capital Management Inc | 2,909 | $1.30M | 0.62% | −26−0.9% | Reduced |
| Collaborative Wealth Managment Inc. | 2,738 | $1.30M | 0.71% | +2,738 | New |
| Bill Few Associates, Inc. | 2,730 | $1.30M | 0.67% | +2,730 | New |
| Insight Inv LLC | 2,717 | $1.29M | 1.19% | +2,717 | New |
| Appleton Group, LLC | 2,722 | $1.29M | 1.30% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 2,721 | $1.29M | 0.23% | 00.0% | Unchanged |
| Bruderman Asset Management, LLC | 2,715 | $1.29M | 0.99% | −4,558−62.7% | Reduced |
| Tempus Wealth Planning, LLC | 2,706 | $1.28M | 0.69% | +60+2.3% | Added |
| Andrew Hill Investment Advisors, Inc. | 2,705 | $1.28M | 1.20% | +2,705 | New |
| Core Wealth Advisors, Inc. | 2,688 | $1.28M | 0.76% | 00.0% | Unchanged |
| Wall Capital Group, Inc. | 2,687 | $1.28M | 0.44% | +103+4.0% | Added |
| Jaffetilchin Investment Partners, LLC | 2,684 | $1.27M | 0.12% | +348+14.9% | Added |
| Robinson Value Management, Ltd. | 2,685 | $1.27M | 1.05% | +482+21.9% | Added |
| Green Square Capital Advisors LLC | 2,683 | $1.27M | 0.25% | 00.0% | Unchanged |
| McCutchen Group LLC | 2,667 | $1.27M | 0.22% | +2+0.1% | Added |
| Manhattan West Asset Management, LLC | 2,667 | $1.27M | 0.76% | +2,667 | New |
| GFG Capital, LLC | 2,666 | $1.27M | 0.38% | +838+45.8% | Added |
| Vestor Capital, LLC | 2,655 | $1.26M | 0.12% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 2,647 | $1.26M | 0.82% | −1,179−30.8% | Reduced |
| PDS Planning, Inc | 2,644 | $1.26M | 0.24% | +106+4.2% | Added |
| Riverview Capital Advisers, LLC | 2,643 | $1.26M | 0.56% | +2,643 | New |
| Resource Planning Group | 2,641 | $1.25M | 0.84% | −448−14.5% | Reduced |
| Cornerstone Investment Partners, LLC | 2,639 | $1.25M | 0.07% | +1,834+227.8% | Added |
| Somerset Group LLC | 2,635 | $1.25M | 0.84% | 00.0% | Unchanged |
| Narwhal Capital Management | 2,631 | $1.25M | 0.14% | +2,332+779.9% | Added |
| Thompson Davis & Co., Inc. | 2,625 | $1.25M | 1.04% | +2,625 | New |
| Excalibur Management Corp | 2,624 | $1.25M | 0.50% | −24−0.9% | Reduced |
| Tompkins Financial Corp | 2,624 | $1.25M | 0.22% | +123+4.9% | Added |
| HITE Hedge Asset Management LLC | 2,612 | $1.24M | 0.14% | +2,612 | New |
| Affinity Capital Advisors, LLC | 2,601 | $1.24M | 0.37% | −57−2.1% | Reduced |
| Redmont Wealth Advisors LLC | 2,600 | $1.24M | 1.37% | +2,600 | New |
| Executive Wealth Management, LLC | 2,594 | $1.23M | 0.12% | −220−7.8% | Reduced |
| Hillman Capital Management, Inc. | 2,591 | $1.23M | 0.42% | +1,776+217.9% | Added |
| Ahrens Investment Partners LLC | 2,589 | $1.23M | 0.54% | +33+1.3% | Added |
| F3Logic, LLC | 2,586 | $1.23M | 0.14% | −57−2.2% | Reduced |
| Capital Planning Advisors, LLC | 2,575 | $1.22M | 0.23% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 2,565 | $1.22M | 0.71% | +5+0.2% | Added |
| KB Financial Partners, LLC | 2,563 | $1.22M | 0.35% | −54−2.1% | Reduced |
| Charles Schwab Trust Co | 2,546 | $1.21M | 0.20% | +599+30.8% | Added |
| Hourglass Capital, LLC | 2,539 | $1.21M | 0.40% | −9−0.4% | Reduced |