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 |
|---|---|---|---|---|---|
| Navalign, LLC | 2,175 | $1.03M | 0.41% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 2,175 | $1.03M | 0.15% | +260+13.6% | Added |
| Bell Investment Advisors, Inc | 2,171 | $1.03M | 0.28% | −271−11.1% | Reduced |
| Strategic Financial Services, Inc, | 2,167 | $1.03M | 0.08% | +760+54.0% | Added |
| Asset Planning Corporation | 2,159 | $1.03M | 0.88% | +756+53.9% | Added |
| Courage Miller Partners, LLC | 2,159 | $1.02M | 0.39% | 00.0% | Unchanged |
| Portfolio Solutions, LLC | 2,153 | $1.02M | 0.12% | −99−4.4% | Reduced |
| Valtinson Bruner Financial Planning LLC | 2,144 | $1.02M | 0.56% | +44+2.1% | Added |
| Reuter James Wealth Management, LLC | 2,138 | $1.01M | 0.39% | +2,138 | New |
| First National Bank Sioux Falls | 2,136 | $1.01M | 1.08% | 00.0% | Unchanged |
| Karn, Couzens & Associates, Inc. | 2,133 | $1.01M | 0.69% | 00.0% | Unchanged |
| Red Tortoise LLC | 2,130 | $1.01M | 0.75% | −13−0.6% | Reduced |
| Boenning & Scattergood, Inc. | 2,122 | $1.01M | 0.16% | −16−0.7% | Reduced |
| FourThought Financial, LLC | 2,122 | $1.01M | 0.13% | +110+5.5% | Added |
| Kraft Asset Management, LLC | 2,122 | $1.01M | 1.10% | +2,122 | New |
| Mascoma Wealth Management LLC | 2,119 | $1.01M | 0.35% | +366+20.9% | Added |
| Crabel Capital Management, LLC | 2,115 | $1.00M | 0.18% | −2,432−53.5% | Reduced |
| Juncture Wealth Strategies, LLC | 2,113 | $1.00M | 0.48% | +718+51.5% | Added |
| Poplar Forest Capital LLC | 2,112 | $1.00M | 0.11% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,107 | $1.00M | 0.06% | −81−3.7% | Reduced |
| Fingerlakes Wealth Management, Inc. | 2,106 | $1.00M | 1.13% | +2,106 | New |
| Powell Investment Advisors, LLC | 2,089 | $999.0K | 0.57% | +10+0.5% | Added |
| Nicollet Investment Management, Inc. | 2,098 | $996.0K | 0.40% | +2+0.1% | Added |
| Capital Counsel LLC | 2,096 | $996.0K | 0.04% | +66+3.3% | Added |
| Lawson Kroeker Investment Management Inc | 2,095 | $995.0K | 0.31% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 2,094 | $995.0K | 0.45% | +194+10.2% | Added |
| Northeast Investment Management | 2,092 | $994.0K | 0.05% | −11−0.5% | Reduced |
| Regency Capital Management Inc. | 2,092 | $994.0K | 0.63% | +120+6.1% | Added |
| McAdam, LLC | 2,083 | $989.0K | 0.10% | −5−0.2% | Reduced |
| TriaGen Wealth Management LLC | 2,080 | $988.0K | 0.49% | 00.0% | Unchanged |
| McAlister, Sweet & Associates, Inc. | 2,072 | $984.0K | 0.86% | +2,072 | New |
| Arq Wealth Advisors, LLC | 2,070 | $983.0K | 0.70% | +300+16.9% | Added |
| Peachtree Investment Partners, LLC | 2,067 | $982.0K | 0.41% | +156+8.2% | Added |
| Integral Investment Advisors, Inc. | 2,062 | $979.0K | 0.70% | +2,062 | New |
| Viewpoint Capital Management LLC | 2,059 | $978.0K | 0.71% | +2,059 | New |
| Ategra Capital Management, LLC | 2,059 | $977.9K | 0.44% | 00.0% | Unchanged |
| First National Bank | 2,058 | $977.0K | 0.85% | −39−1.9% | Reduced |
| Confluence Wealth Services, Inc. | 2,059 | $977.0K | 0.32% | +2,059 | New |
| Kavar Capital Partners Group, LLC | 2,053 | $975.0K | 0.20% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,052 | $975.0K | 0.07% | +854+71.3% | Added |
| Primoris Wealth Advisors, LLC | 2,044 | $971.0K | 0.78% | +2,044 | New |
| Family Capital Trust Co | 2,042 | $970.0K | 0.27% | −60−2.9% | Reduced |
| Brewin Dolphin Ltd | 2,041 | $969.0K | 0.04% | −250−10.9% | Reduced |
| Consilium Wealth Advisory, LLC | 2,038 | $968.0K | 0.63% | +2,038 | New |
| Your Advocates Ltd., LLP | 2,036 | $967.0K | 0.55% | +31+1.5% | Added |
| Wallace Capital Management Inc. | 2,031 | $965.0K | 0.14% | +150+8.0% | Added |
| Concentric Wealth Management, LLC | 2,029 | $964.0K | 0.27% | −250−11.0% | Reduced |
| Long Road Investment Counsel, LLC | 2,029 | $964.0K | 0.38% | 00.0% | Unchanged |
| Axiom Advisory, LLC | 2,030 | $964.0K | 0.79% | +2,030 | New |
| Capital Financial Planning, LLC | 2,028 | $963.0K | 0.33% | +3+0.1% | Added |
| Checchi Capital Advisers, LLC | 2,026 | $962.0K | 0.11% | +303+17.6% | Added |
| 626 Financial, LLC | 2,023 | $961.0K | 0.59% | +2,023 | New |
| Warner Financial, Inc | 2,032 | $961.0K | 0.80% | +2,032 | New |
| Lincoln Capital Corp | 2,020 | $959.0K | 0.46% | −85−4.0% | Reduced |
| Vista Investment Management | 2,014 | $957.0K | 0.52% | −50−2.4% | Reduced |
| ESL Trust Services, LLC | 2,011 | $955.0K | 0.27% | −25−1.2% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,000 | $952.3K | 0.28% | +500+33.3% | Added |
| Miramar Capital, LLC | 2,002 | $951.0K | 0.32% | +1,310+189.3% | Added |
| Howard Hughes Medical Institute | 2,000 | $950.0K | 0.37% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 1,998 | $949.0K | 0.29% | +52+2.7% | Added |
| Altavista Wealth Management, Inc. | 1,995 | $948.0K | 0.19% | 00.0% | Unchanged |
| CNB Bank | 1,995 | $948.0K | 0.52% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,984 | $942.0K | 0.54% | +1,984 | New |
| Private Wealth Strategies, L.L.C. | 1,981 | $941.0K | 0.22% | +1+0.1% | Added |
| Stillwater Capital Advisors, LLC | 1,981 | $941.0K | 0.14% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 1,980 | $941.0K | 0.09% | +1,980 | New |
| Carl P. Sherr & Co., LLC | 1,978 | $940.0K | 0.57% | +1,978 | New |
| Pine Haven Investment Counsel, Inc | 1,975 | $938.0K | 0.87% | +1,975 | New |
| TBH Global Asset Management, LLC | 1,972 | $936.0K | 0.19% | −41−2.0% | Reduced |
| Aptus Capital Advisors, LLC | 1,955 | $931.0K | 0.03% | +527+36.9% | Added |
| Lantz Financial LLC | 1,954 | $928.0K | 0.43% | +1+0.1% | Added |
| VisionPoint Advisory Group, LLC | 2,066 | $927.0K | 0.41% | −23,501−91.9% | Reduced |
| Breiter Capital Management Inc | 1,950 | $926.0K | 0.45% | −65−3.2% | Reduced |
| David Loasby | 1,939 | $921.0K | 0.11% | +89+4.8% | Added |
| O'Rourke & Company, Inc | 1,935 | $919.0K | 0.61% | +1,935 | New |
| Hemenway Trust Co LLC | 1,932 | $918.0K | 0.08% | +802+71.0% | Added |
| Alpha Omega Wealth Management LLC | 1,964 | $912.0K | 0.14% | +7+0.4% | Added |
| Tarbox Family Office, Inc. | 1,913 | $909.0K | 0.16% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,911 | $908.0K | 0.60% | +1,911 | New |
| Tandem Investment Advisors, Inc. | 1,900 | $903.0K | 0.06% | −107−5.3% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 1,899 | $902.0K | 0.20% | −18−0.9% | Reduced |
| Retirement Planning Group | 1,894 | $900.0K | 0.09% | +138+7.9% | Added |
| Websterrogers Financial Advisors, LLC | 1,893 | $899.0K | 0.20% | −7−0.4% | Reduced |
| IMA Wealth, Inc. | 1,893 | $899.0K | 0.20% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,888 | $897.0K | 0.10% | −4−0.2% | Reduced |
| Levy Wealth Management Group, LLC | 1,885 | $895.0K | 0.41% | −15−0.8% | Reduced |
| Autus Asset Management, LLC | 1,879 | $893.0K | 0.09% | +15+0.8% | Added |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $891.0K | 0.51% | −25−1.3% | Reduced |
| Wolf Group Capital Advisors | 1,875 | $891.0K | 0.15% | +1,250+200.0% | Added |
| Phocas Financial Corp. | 1,870 | $888.0K | 0.11% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 1,860 | $883.0K | 0.04% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,857 | $882.0K | 0.12% | +350+23.2% | Added |
| Cassady Schiller Wealth Management, LLC | 1,852 | $880.0K | 0.53% | +1,852 | New |
| Sym Financial Corp | 1,850 | $879.0K | 0.34% | +110+6.3% | Added |
| Rain Capital Management, LLC | 1,846 | $877.0K | 0.70% | −92−4.7% | Reduced |
| American Financial Advisors, LLC | 1,845 | $876.0K | 0.11% | −488−20.9% | Reduced |
| State of Alaska, Department of Revenue | 1,845 | $875.0K | 0.01% | −15,934−89.6% | Reduced |
| Radnor Capital Management, LLC | 1,837 | $873.0K | 0.22% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,837 | $873.0K | 0.19% | +26+1.4% | Added |
| Selective Wealth Management, Inc. | 1,838 | $873.0K | 0.36% | +1,496+437.4% | Added |