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 |
|---|---|---|---|---|---|
| Capital Research Global Investors | 2,532 | $1.21M | 0.00% | +1,860+276.8% | Added |
| Dean Investment Associates, LLC | 2,536 | $1.20M | 0.21% | +8+0.3% | Added |
| Integrity Financial Corp | 2,535 | $1.20M | 0.89% | +2,535 | New |
| STRS Ohio | 2,530 | $1.20M | 0.00% | +1,455+135.3% | Added |
| PBMares Wealth Management LLC | 2,526 | $1.20M | 0.51% | +922+57.5% | Added |
| SWMG, LLC | 2,520 | $1.20M | 0.64% | −161−6.0% | Reduced |
| AllSquare Wealth Management LLC | 2,509 | $1.19M | 0.69% | +35+1.4% | Added |
| Blodgett Wealth Advisors, LLC | 2,504 | $1.19M | 0.93% | +2,504 | New |
| CapWealth Advisors, LLC | 2,498 | $1.19M | 0.12% | −224−8.2% | Reduced |
| State Farm Mutual Automobile Insurance Co | 2,500 | $1.19M | 0.00% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 2,494 | $1.19M | 0.86% | +2,494 | New |
| Bellwether Advisors, LLC | 2,490 | $1.18M | 0.37% | −24−1.0% | Reduced |
| Frisch Financial Group, Inc. | 2,548 | $1.18M | 0.37% | +639+33.5% | Added |
| Townsend Asset Management Corp | 2,481 | $1.18M | 0.56% | +131+5.6% | Added |
| Schwab Charitable Fund | 2,480 | $1.18M | 0.11% | +1,541+164.1% | Added |
| D L Carlson Investment Group Inc | 2,476 | $1.18M | 0.19% | +2+0.1% | Added |
| Atlas Brown,Inc. | 2,472 | $1.17M | 0.45% | +258+11.7% | Added |
| Picton Mahoney Asset Management | 2,470 | $1.17M | 0.04% | +360+17.1% | Added |
| X-Square Capital, LLC | 2,468 | $1.17M | 0.59% | +60+2.5% | Added |
| 360 Financial, Inc. | 2,468 | $1.17M | 0.53% | +393+18.9% | Added |
| Resource Consulting Group Inc | 2,465 | $1.17M | 0.41% | +2,465 | New |
| Sound Income Strategies, LLC | 2,461 | $1.17M | 0.14% | +178+7.8% | Added |
| Investmark Advisory Group LLC | 2,462 | $1.17M | 1.09% | +2,462 | New |
| NorthCrest Asset Manangement, LLC | 2,460 | $1.17M | 0.06% | +2,460 | New |
| Leisure Capital Management | 2,457 | $1.17M | 0.54% | +222+9.9% | Added |
| Financial Planners of Cleveland, Inc. | 2,576 | $1.17M | 0.47% | +2,576 | New |
| Garrison Point Advisors, LLC | 2,448 | $1.16M | 0.77% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 2,448 | $1.16M | 0.65% | +175+7.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,447 | $1.16M | 0.17% | +90+3.8% | Added |
| Indie Asset Partners, LLC | 2,446 | $1.16M | 0.84% | +230+10.4% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 2,443 | $1.16M | 0.27% | −135−5.2% | Reduced |
| Plotkin Financial Advisors, LLC | 2,440 | $1.16M | 0.73% | −757−23.7% | Reduced |
| Scholtz & Company, LLC | 2,439 | $1.16M | 0.37% | +1,057+76.5% | Added |
| Hudson Portfolio Management LLC | 2,436 | $1.16M | 1.02% | −924−27.5% | Reduced |
| Crescent Capital Consulting, LLC | 2,142 | $1.16M | 0.19% | +184+9.4% | Added |
| Live Oak Private Wealth LLC | 2,429 | $1.15M | 0.22% | −10−0.4% | Reduced |
| Strategic Asset Management, LLC | 2,421 | $1.15M | 1.60% | −24−1.0% | Reduced |
| Balentine LLC | 2,390 | $1.14M | 0.04% | −360−13.1% | Reduced |
| Front Street Capital Management, Inc. | 3,529 | $1.14M | 0.21% | −170−4.6% | Reduced |
| KLK Capital Management LLC | 2,389 | $1.13M | 1.08% | −270−10.2% | Reduced |
| Farmers National Bank | 2,387 | $1.13M | 0.38% | −162−6.4% | Reduced |
| Hyman Charles D | 2,386 | $1.13M | 0.07% | 00.0% | Unchanged |
| Spring Creek Capital LLC | 2,000 | $1.13M | 0.04% | +2,000 | New |
| SRS Capital Advisors, Inc. | 2,369 | $1.13M | 0.14% | +94+4.1% | Added |
| Kelly Financial Services LLC | 2,368 | $1.12M | 0.52% | +276+13.2% | Added |
| Northstar Asset Management Inc | 2,359 | $1.12M | 0.28% | −213−8.3% | Reduced |
| Ashfield Capital Partners, LLC | 2,357 | $1.12M | 0.07% | 00.0% | Unchanged |
| Baker Boyer National Bank | 2,357 | $1.12M | 0.51% | +2,357 | New |
| Chickasaw Capital Management LLC | 2,351 | $1.12M | 0.06% | 00.0% | Unchanged |
| Fundamentun, LLC | 2,346 | $1.11M | 0.18% | +84+3.7% | Added |
| Maple Capital Management, Inc. | 2,346 | $1.11M | 0.12% | +631+36.8% | Added |
| Ti-Trust, Inc | 2,337 | $1.11M | 0.99% | +2,337 | New |
| Fulton Bank, N.A. | 2,329 | $1.11M | 0.05% | +313+15.5% | Added |
| Martin Capital Advisors, LLP | 2,327 | $1.10M | 0.68% | +2,327 | New |
| Vestmark Advisory Solutions, Inc. | 2,325 | $1.10M | 0.06% | +1,638+238.4% | Added |
| Atlanta Capital Management Co L L C | 2,324 | $1.10M | 0.00% | +2,324 | New |
| Parkside Advisors LLC | 2,315 | $1.10M | 0.33% | 00.0% | Unchanged |
| Mission Financial Group, LLC | 1,614 | $1.10M | 1.04% | +1,614 | New |
| Claraphi Advisory Network, LLC | 2,315 | $1.10M | 0.38% | −230−9.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,317 | $1.10M | 0.31% | +2,317 | New |
| Mayport, LLC | 2,316 | $1.10M | 0.82% | +2,316 | New |
| Independent Advisor Alliance | 2,315 | $1.10M | 0.05% | +121+5.5% | Added |
| McGuire Investment Group, LLC | 2,309 | $1.10M | 0.18% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 2,309 | $1.10M | 0.57% | +717+45.0% | Added |
| Univest Financial Corp | 2,306 | $1.09M | 0.28% | 00.0% | Unchanged |
| Armstrong Henry H Associates Inc | 2,301 | $1.09M | 0.11% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 2,300 | $1.09M | 0.48% | 00.0% | Unchanged |
| Options Solutions, LLC | 2,300 | $1.09M | 0.99% | +2,300 | New |
| Sugarloaf Wealth Management, LLC | 2,295 | $1.09M | 0.26% | −326−12.4% | Reduced |
| American Capital Management Inc | 2,295 | $1.09M | 0.03% | −200−8.0% | Reduced |
| Sterling Manor Financial, LLC | 2,291 | $1.09M | 0.85% | +20+0.9% | Added |
| Capital CS Group, LLC | 2,286 | $1.09M | 0.85% | −32−1.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,284 | $1.08M | 0.65% | +142+6.6% | Added |
| Tectonic Advisors LLC | 2,276 | $1.08M | 0.19% | −814−26.3% | Reduced |
| Parthenon LLC | 2,272 | $1.08M | 0.15% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 2,269 | $1.08M | 0.46% | +2+0.1% | Added |
| Counterpoint Mutual Funds LLC | 2,270 | $1.08M | 1.00% | +5+0.2% | Added |
| Widmann Financial Services, Inc. | 2,265 | $1.07M | 0.89% | +2,265 | New |
| Cerro Pacific Wealth Advisors LLC | 2,260 | $1.07M | 0.68% | +204+9.9% | Added |
| Security National Bank | 2,254 | $1.07M | 0.24% | +365+19.3% | Added |
| Buffington Mohr McNeal | 2,252 | $1.07M | 0.18% | +247+12.3% | Added |
| Philadelphia Trust Co | 2,251 | $1.07M | 0.08% | −1,559−40.9% | Reduced |
| Yacktman Asset Management LP | 2,248 | $1.07M | 0.01% | +2,248 | New |
| Strid Group, LLC | 2,232 | $1.07M | 0.22% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 2,244 | $1.07M | 0.16% | −43−1.9% | Reduced |
| Versant Capital Management, Inc | 2,238 | $1.06M | 0.35% | +2+0.1% | Added |
| 4J Wealth Management LLC | 2,238 | $1.06M | 0.89% | +10+0.4% | Added |
| Matthew Goff Investment Advisor, LLC | 2,236 | $1.06M | 0.24% | 00.0% | Unchanged |
| Stonnington Group, LLC | 2,258 | $1.06M | 0.23% | +179+8.6% | Added |
| Lewis Capital Management, LLC | 2,233 | $1.06M | 1.11% | +2,233 | New |
| Synergy Financial Management, LLC | 2,226 | $1.06M | 0.25% | +731+48.9% | Added |
| Silver Oak Advisory Group, Inc. | 2,227 | $1.06M | 0.67% | +2,227 | New |
| Alamar Capital Management, LLC | 2,220 | $1.05M | 0.76% | −41−1.8% | Reduced |
| Wells Trecaso Financial Group, LLC | 2,210 | $1.05M | 0.46% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 2,202 | $1.05M | 0.37% | +567+34.7% | Added |
| MV Capital Management, Inc. | 2,195 | $1.04M | 0.15% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 2,186 | $1.04M | 0.21% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 2,182 | $1.04M | 1.12% | +2,182 | New |
| Financial Council Asset Management Inc | 2,179 | $1.03M | 1.24% | +173+8.6% | Added |
| High Note Wealth, LLC | 2,179 | $1.03M | 0.35% | 00.0% | Unchanged |