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 |
|---|---|---|---|---|---|
| Hutchinson Capital Management | 1,828 | $868.0K | 0.19% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 1,819 | $864.0K | 0.21% | −23−1.2% | Reduced |
| RVW Wealth, LLC | 1,820 | $864.0K | 0.10% | +976+115.6% | Added |
| Sather Financial Group Inc | 1,814 | $862.0K | 0.07% | 00.0% | Unchanged |
| Lindenwold Advisors | 1,814 | $862.0K | 0.50% | +1,814 | New |
| AAFMAA Wealth Management & Trust LLC | 1,812 | $861.0K | 0.38% | +201+12.5% | Added |
| Maxele Advisors, LLC | 1,811 | $860.2K | 0.99% | +1,811 | New |
| Monograph Wealth Advisors, LLC | 1,803 | $859.0K | 0.22% | +1,803 | New |
| ETF Portfolio Partners, Inc. | 1,804 | $857.0K | 0.33% | +93+5.4% | Added |
| McMahon Financial Advisors, LLC | 1,801 | $856.0K | 0.36% | +1,801 | New |
| Clean Yield Group | 1,800 | $855.0K | 0.28% | 00.0% | Unchanged |
| Nkcfo LLC | 1,800 | $855.0K | 0.27% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 1,900 | $855.0K | 0.79% | +1,900 | New |
| FLC Capital Advisors | 1,799 | $854.0K | 0.24% | −2,292−56.0% | Reduced |
| Saxon Interests, Inc. | 1,813 | $853.0K | 0.48% | +1,813 | New |
| OmniStar Financial Group, Inc. | 1,791 | $850.0K | 0.87% | +1,791 | New |
| Probity Advisors, Inc. | 1,779 | $845.0K | 0.17% | −1,242−41.1% | Reduced |
| Oak Harvest Investment Services | 1,778 | $845.0K | 0.21% | +129+7.8% | Added |
| Papp L Roy & Associates | 1,772 | $842.0K | 0.10% | −9−0.5% | Reduced |
| Hudson Value Partners, LLC | 1,770 | $841.0K | 0.41% | +125+7.6% | Added |
| Aft, Forsyth & Company, Inc. | 1,764 | $838.0K | 0.43% | +209+13.4% | Added |
| CFO4Life Group, LLC | 1,762 | $837.0K | 0.17% | +36+2.1% | Added |
| Asset Management Corp | 1,757 | $835.0K | 0.48% | −992−36.1% | Reduced |
| Briaud Financial Planning, Inc | 1,756 | $834.0K | 0.45% | 00.0% | Unchanged |
| Ratio Wealth Group | 1,753 | $832.6K | 0.25% | +137+8.5% | Added |
| TFC Financial Management | 1,753 | $832.0K | 0.25% | +514+41.5% | Added |
| Marino, Stram & Associates LLC | 1,745 | $829.0K | 0.25% | +21+1.2% | Added |
| J.Safra Asset Management Corp | 392,844 | $828.0K | 17.29% | −114,213−22.5% | Reduced |
| First Command Bank | 1,915 | $822.0K | 0.14% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,725 | $819.0K | 0.06% | −454−20.8% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,724 | $819.0K | 0.94% | +1,724 | New |
| Weatherly Asset Management L. P. | 1,722 | $818.0K | 0.09% | −10−0.6% | Reduced |
| Hexagon Capital Partners LLC | 1,722 | $818.0K | 0.21% | +19+1.1% | Added |
| ARS Wealth Advisors Group, LLC | 1,716 | $815.0K | 0.14% | +3+0.2% | Added |
| Newbridge Financial Services Group, Inc. | 1,716 | $815.0K | 0.38% | +485+39.4% | Added |
| Cooper Financial Group | 1,707 | $811.0K | 0.31% | −450−20.9% | Reduced |
| Adamsbrown Wealth Consultants LLC | 1,706 | $811.0K | 0.73% | +1,706 | New |
| Powers Advisory Group, LLC | 1,707 | $811.0K | 0.57% | +1,707 | New |
| McGinn Investment Management, Inc. | 1,700 | $807.0K | 0.53% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 1,694 | $805.0K | 0.60% | +1,694 | New |
| Passive Capital Management, LLC. | 1,689 | $802.2K | 0.45% | +1,689 | New |
| Claremont Financial Group, Inc. | 120 | $802.0K | 3.50% | +120 | New |
| Darwin Advisors, LLC | 1,793 | $801.0K | 0.13% | −653−26.7% | Reduced |
| Concord Wealth Partners | 1,683 | $799.0K | 0.20% | +1,138+208.8% | Added |
| tru Independence LLC | 1,678 | $797.0K | 0.22% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,677 | $796.0K | 1.02% | +29+1.8% | Added |
| Fernwood Investment Management, LLC | 1,673 | $795.0K | 0.26% | +17+1.0% | Added |
| Great Point Wealth Advisors, LLC | 1,672 | $794.0K | 0.24% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 1,670 | $793.0K | 0.23% | −614−26.9% | Reduced |
| Cahill Financial Advisors Inc | 1,668 | $792.0K | 0.15% | +59+3.7% | Added |
| Horan Capital Advisors, LLC. | 1,662 | $789.0K | 0.31% | −60−3.5% | Reduced |
| Advocacy Wealth Management Services, LLC | 1,659 | $788.0K | 0.13% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,659 | $788.0K | 0.51% | +10+0.6% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 1,658 | $787.0K | 0.23% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 1,657 | $787.0K | 0.27% | +1,657 | New |
| Thomas Story & Son LLC | 1,655 | $786.0K | 0.31% | −325−16.4% | Reduced |
| Fca Corp | 1,654 | $786.0K | 0.27% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 1,795 | $785.0K | 0.50% | +1,795 | New |
| Aufman Associates Inc | 1,651 | $784.0K | 0.58% | −11−0.7% | Reduced |
| Abound Wealth Management | 1,650 | $783.6K | 0.62% | +1,650 | New |
| Beacon Financial Group | 1,639 | $783.0K | 0.10% | −1,131−40.8% | Reduced |
| Abner Herrman & Brock LLC | 1,646 | $782.0K | 0.10% | +680+70.4% | Added |
| Wealthstar Advisors, LLC | 1,639 | $780.0K | 0.27% | −10,176−86.1% | Reduced |
| Awm Capital, LLC | 1,643 | $780.0K | 0.59% | +71+4.5% | Added |
| Investors Asset Management of Georgia Inc | 1,635 | $777.0K | 0.37% | +42+2.6% | Added |
| Wilson & Boucher Capital Management, LLC | 1,636 | $777.0K | 0.70% | +1,636 | New |
| Mirador Capital Partners LP | 1,633 | $776.0K | 0.16% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,634 | $776.0K | 0.19% | +75+4.8% | Added |
| Geometric Wealth Advisors | 1,628 | $773.0K | 0.37% | +1,628 | New |
| HYA Advisors, Inc | 1,625 | $772.0K | 0.28% | +1+0.1% | Added |
| PRW Wealth Management LLC | 1,626 | $772.0K | 0.36% | +303+22.9% | Added |
| First National Bank of South Miami | 1,616 | $768.0K | 0.46% | −56−3.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,617 | $768.0K | 0.37% | +36+2.3% | Added |
| WESPAC Advisors, LLC | 1,616 | $768.0K | 0.51% | +959+146.0% | Added |
| Finer Wealth Management, Inc. | 1,616 | $767.0K | 0.64% | +1,616 | New |
| Independent Investors Inc | 1,611 | $765.0K | 0.16% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 1,609 | $764.0K | 0.26% | +364+29.2% | Added |
| Koss-Olinger Consulting, LLC | 1,609 | $764.0K | 0.12% | +1,609 | New |
| Renasant Bank | 1,596 | $758.0K | 0.52% | +1,596 | New |
| Liberty Capital Management, Inc. | 1,589 | $755.0K | 0.20% | −7−0.4% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,581 | $751.0K | 0.79% | +1,581 | New |
| Northwest Investment Counselors, LLC | 1,578 | $749.0K | 0.18% | −183−10.4% | Reduced |
| Legacy Wealth Planning, LLC | 1,575 | $748.0K | 0.85% | −248−13.6% | Reduced |
| Parcion Private Wealth LLC | 1,608 | $747.0K | 0.07% | −1,547−49.0% | Reduced |
| Altus Wealth Management, LLC | 1,564 | $743.0K | 0.44% | −390−20.0% | Reduced |
| Morris Retirement Advisors, LLC | 1,563 | $742.0K | 0.57% | +453+40.8% | Added |
| CVA Family Office, LLC | 1,559 | $741.0K | 0.18% | −8−0.5% | Reduced |
| Jmac Enterprises LLC | 1,642 | $739.0K | 0.17% | +1,642 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,645 | $739.0K | 0.47% | +1,645 | New |
| Eagle Bluffs Wealth Management LLC | 1,554 | $738.0K | 0.77% | +1,554 | New |
| Etfidea, LLC | 1,552 | $737.1K | 0.30% | +1,552 | New |
| Doheny Asset Management | 1,550 | $736.0K | 0.52% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,549 | $736.0K | 0.47% | +4+0.3% | Added |
| Straight Path Wealth Management | 1,549 | $736.0K | 0.64% | +1,549 | New |
| Engrave Wealth Partners LLC | 1,548 | $735.0K | 0.21% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,544 | $733.0K | 0.23% | −3−0.2% | Reduced |
| WFA of San Diego, LLC | 1,543 | $733.0K | 0.43% | 00.0% | Unchanged |
| Financial Management Network Inc | 1,532 | $732.0K | 0.34% | +27+1.8% | Added |
| NTB Financial Corp | 1,538 | $731.0K | 0.51% | +1,538 | New |
| Dorsey Wright & Associates | 1,536 | $730.0K | 0.15% | +1,536 | New |