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 |
|---|---|---|---|---|---|
| Heritage Financial Services, LLC | 1,534 | $729.0K | 0.57% | +1,534 | New |
| McDonough Capital Management, Inc | 1,533 | $728.0K | 0.59% | +1,533 | New |
| Paradigm Financial Partners, LLC | 1,515 | $720.0K | 0.15% | +197+14.9% | Added |
| FDx Advisors, Inc. | 1,509 | $717.0K | 0.02% | +1,509 | New |
| Commons Capital, LLC | 1,505 | $715.0K | 0.71% | +1,505 | New |
| PAX Financial Group, LLC | 1,498 | $711.0K | 0.16% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,498 | $711.0K | 0.16% | +1+0.1% | Added |
| Bryant Woods Investment Advisors, LLC | 1,497 | $710.0K | 0.55% | +1,497 | New |
| Blackston Financial Advisory Group, LLC | 1,488 | $707.0K | 0.41% | +1,488 | New |
| Landaas & Co | 1,486 | $706.0K | 0.38% | 00.0% | Unchanged |
| Dash Acquisitions Inc. | 1,486 | $706.0K | 0.31% | +1,486 | New |
| Fortress Wealth Management, Inc. | 1,487 | $706.0K | 0.53% | +1,487 | New |
| EagleClaw Capital Managment, LLC | 1,485 | $705.0K | 0.15% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 1,482 | $704.0K | 0.17% | −48−3.1% | Reduced |
| PSI Advisors, LLC | 1,483 | $704.0K | 0.29% | +78+5.6% | Added |
| Fenimore Asset Management Inc | 1,477 | $702.0K | 0.02% | 00.0% | Unchanged |
| JT Stratford LLC | 1,476 | $701.0K | 0.19% | +1,476 | New |
| MSH Capital Advisors LLC | 1,474 | $700.1K | 0.31% | +1,474 | New |
| Zevin Asset Management LLC | 1,469 | $698.0K | 0.13% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 1,464 | $697.0K | 0.36% | +48+3.4% | Added |
| Shufro Rose & Co LLC | 1,466 | $696.0K | 0.05% | −44−2.9% | Reduced |
| Providence Capital Advisors, LLC | 1,466 | $696.0K | 0.19% | +141+10.6% | Added |
| Wolff Financial Management LLC | 1,463 | $695.0K | 0.26% | +2+0.1% | Added |
| Thomasville National Bank | 1,458 | $692.0K | 0.07% | −500−25.5% | Reduced |
| Financial Network Wealth Management LLC | 1,457 | $692.0K | 0.35% | +2+0.1% | Added |
| Regatta Capital Group, LLC | 1,457 | $692.0K | 0.24% | +1,457 | New |
| Arjuna Capital | 1,453 | $690.0K | 0.25% | +87+6.4% | Added |
| Colonial Trust Advisors | 1,450 | $689.0K | 0.08% | 00.0% | Unchanged |
| Asset Planning Services Inc | 1,446 | $687.0K | 0.37% | +39+2.8% | Added |
| Black Diamond Financial, LLC | 1,444 | $686.0K | 0.23% | −1,671−53.6% | Reduced |
| Private Capital Management LLC | 1,445 | $686.0K | 0.24% | +407+39.2% | Added |
| Coastal Capital Group, Inc. | 1,443 | $685.0K | 0.15% | −314−17.9% | Reduced |
| Elm Partners Management LLC | 1,441 | $684.0K | 0.08% | −113−7.3% | Reduced |
| Peloton Wealth Strategists | 1,440 | $684.0K | 0.27% | +880+157.1% | Added |
| Summit X, LLC | 1,436 | $681.0K | 0.16% | +5+0.3% | Added |
| Marotta Asset Management | 1,432 | $680.1K | 0.15% | +13+0.9% | Added |
| RS Crum Inc. | 1,429 | $679.0K | 0.38% | +1,429 | New |
| Schoolcraft Capital LLC | 1,429 | $678.7K | 0.21% | +693+94.2% | Added |
| Paragon Capital Management Inc | 1,424 | $676.6K | 0.58% | +1,424 | New |
| Family Firm, Inc. | 1,418 | $674.0K | 0.17% | +2+0.1% | Added |
| Newton One Investments LLC | 1,418 | $673.0K | 0.48% | 00.0% | Unchanged |
| TRH Financial, LLC | 1,415 | $672.0K | 0.21% | +858+154.0% | Added |
| Austin Private Wealth, LLC | 1,411 | $670.0K | 0.14% | 00.0% | Unchanged |
| Stegner Investment Associates Inc. | 1,406 | $668.0K | 0.48% | −6−0.4% | Reduced |
| SkyOak Wealth, LLC | 1,402 | $666.0K | 0.17% | +75+5.7% | Added |
| MinichMacGregor Wealth Management, LLC | 1,402 | $666.0K | 0.20% | +659+88.7% | Added |
| American Research & Management Co. | 1,396 | $663.0K | 0.14% | 00.0% | Unchanged |
| Burton Enright Welch | 1,392 | $661.1K | 0.44% | +1,392 | New |
| TFG Advisers LLC | 1,393 | $661.0K | 0.29% | −24−1.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,389 | $660.0K | 0.43% | +618+80.2% | Added |
| Platte River Wealth Advisors, LLC | 1,401 | $658.0K | 0.23% | 00.0% | Unchanged |
| Karpus Management, Inc. | 1,385 | $658.0K | 0.02% | +85+6.5% | Added |
| Marshall Financial Group LLC | 1,385 | $658.0K | 0.24% | +321+30.2% | Added |
| Jackson Hole Capital Partners, LLC | 1,383 | $657.0K | 0.21% | +41+3.1% | Added |
| Beacon Wealthcare LLC | 1,400 | $655.0K | 0.30% | −4−0.3% | Reduced |
| Professional Financial Advisors, LLC | 1,380 | $655.0K | 0.28% | +345+33.3% | Added |
| Buckhead Capital Management LLC | 1,374 | $653.0K | 0.14% | −9−0.7% | Reduced |
| Everhart Financial Group, Inc. | 1,373 | $653.0K | 0.39% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 1,373 | $652.0K | 0.32% | +66+5.0% | Added |
| Greenwood Gearhart Inc | 1,371 | $651.0K | 0.09% | +513+59.8% | Added |
| Horan Securities, Inc. | 1,366 | $649.0K | 0.39% | +1,366 | New |
| Pointe Capital Management LLC | 1,359 | $645.0K | 0.41% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,355 | $644.0K | 0.06% | −135,089−99.0% | Reduced |
| ForthRight Wealth Management, LLC | 1,354 | $643.0K | 0.35% | 00.0% | Unchanged |
| Dentgroup LLC | 1,351 | $642.0K | 0.61% | +1,351 | New |
| Traphagen Investment Advisors LLC | 1,766 | $641.7K | 0.11% | 00.0% | Unchanged |
| Harbor Group, Inc. | 1,350 | $641.0K | 0.38% | +2+0.1% | Added |
| Charter Trust Co | 1,347 | $640.0K | 0.05% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,347 | $640.0K | 0.16% | 00.0% | Unchanged |
| Sentinel Pension Advisors Inc | 1,347 | $640.0K | 0.20% | +274+25.5% | Added |
| Davis-Rea Ltd. | 1,338 | $638.0K | 0.30% | −45−3.3% | Reduced |
| American Trust Investment Advisors, LLC | 1,342 | $637.0K | 0.32% | 00.0% | Unchanged |
| Dock Street Asset Management Inc | 1,338 | $636.0K | 0.10% | +1,338 | New |
| Cordasco Financial Network | 1,337 | $635.0K | 0.40% | −215−13.9% | Reduced |
| Insight Wealth Strategies, LLC | 1,334 | $634.0K | 0.09% | −1,059−44.3% | Reduced |
| Karp Capital Management Corp | 1,334 | $634.0K | 0.08% | +19+1.4% | Added |
| Accurate Wealth Management, LLC | 1,381 | $634.0K | 0.52% | +166+13.7% | Added |
| Ethic Inc. | 1,334 | $634.0K | 0.05% | +1,334 | New |
| Am Investment Strategies LLC | 1,335 | $634.0K | 0.15% | +1,335 | New |
| Bluestem Financial Advisors, LLC | 1,333 | $633.0K | 0.39% | 00.0% | Unchanged |
| Falcon Wealth Planning | 1,330 | $632.0K | 0.21% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,326 | $630.0K | 0.18% | −4−0.3% | Reduced |
| HC Financial Advisors Inc | 1,322 | $628.0K | 0.35% | 00.0% | Unchanged |
| Trust Co | 1,323 | $628.0K | 0.15% | +24+1.8% | Added |
| Cape Ann Savings Bank | 1,316 | $625.0K | 0.38% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 1,316 | $625.0K | 0.60% | +1,316 | New |
| Hyperion Capital Advisors LP | 1,304 | $619.0K | 0.14% | 00.0% | Unchanged |
| Resolute Financial, LLC | 1,302 | $618.0K | 0.46% | +1,302 | New |
| Hall Capital Management Co Inc | 1,300 | $617.0K | 0.35% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,296 | $616.0K | 0.26% | −198−13.3% | Reduced |
| Campbell Newman Asset Management Inc | 1,290 | $613.0K | 0.05% | +1,290 | New |
| Wiser Wealth Management, Inc | 1,289 | $612.0K | 0.30% | +3+0.2% | Added |
| Sadoff Investment Management LLC | 1,289 | $612.0K | 0.04% | +199+18.3% | Added |
| Grant/GrossMendelsohn, LLC | 1,304 | $612.0K | 0.49% | +431+49.4% | Added |
| N.E.W. Advisory Services LLC | 1,285 | $611.0K | 0.09% | −95−6.9% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,282 | $609.0K | 0.05% | −1−0.1% | Reduced |
| LS Investment Advisors, LLC | 1,280 | $608.0K | 0.09% | −3,593−73.7% | Reduced |
| Arcadia Investment Management Corp | 1,279 | $607.0K | 0.10% | −465−26.7% | Reduced |
| Orleans Capital Management Corp | 1,274 | $605.0K | 0.34% | −10−0.8% | Reduced |
| Western Pacific Wealth Management, LP | 1,275 | $605.0K | 0.39% | +1,275 | New |