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 |
|---|---|---|---|---|---|
| Goepper Burkhardt LLC | 1,265 | $601.0K | 0.36% | +35+2.8% | Added |
| Ipswich Investment Management Co., Inc. | 1,262 | $599.0K | 0.14% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 1,256 | $597.0K | 0.01% | −68,544−98.2% | Reduced |
| Betterment LLC | 1,257 | $597.0K | 0.00% | −1−0.1% | Reduced |
| Armor Investment Advisors, LLC | 1,255 | $596.0K | 0.34% | −122−8.9% | Reduced |
| America First Investment Advisors, LLC | 1,256 | $596.0K | 0.17% | +4+0.3% | Added |
| Ardent Capital Management, Inc. | 1,251 | $594.0K | 0.39% | +1,251 | New |
| LifePro Asset Management | 1,249 | $593.0K | 0.18% | +138+12.4% | Added |
| Crew Capital Management, Ltd. | 1,245 | $591.0K | 0.50% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,245 | $591.0K | 0.38% | +1,245 | New |
| Summit Wealth & Retirement Planning, Inc. | 1,238 | $588.0K | 0.20% | −1,513−55.0% | Reduced |
| FinTrust Capital Advisors, LLC | 1,235 | $587.0K | 0.14% | −20−1.6% | Reduced |
| Exeter Financial, LLC | 1,258 | $586.0K | 0.32% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 1,231 | $585.0K | 0.07% | −75−5.7% | Reduced |
| Foster Group, Inc. | 1,232 | $585.0K | 0.05% | +37+3.1% | Added |
| Holderness Investments Co | 1,231 | $585.0K | 0.17% | +59+5.0% | Added |
| Norwood Financial Corp | 1,232 | $585.0K | 0.81% | +1,232 | New |
| Meadow Creek Wealth Advisors LLC | 1,225 | $582.0K | 0.55% | +1,225 | New |
| NovaPoint Capital, LLC | 1,223 | $581.0K | 0.21% | +16+1.3% | Added |
| Morse Asset Management, Inc | 1,221 | $580.0K | 0.13% | +3+0.2% | Added |
| SJS Investment Consulting Inc. | 1,220 | $580.0K | 0.17% | +1,220 | New |
| David J Yvars Group | 1,217 | $579.0K | 0.36% | −1,184−49.3% | Reduced |
| Diversified Investment Strategies, LLC | 1,219 | $579.0K | 0.42% | −90−6.9% | Reduced |
| Smart Portfolios, LLC | 1,218 | $579.0K | 0.44% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 1,218 | $578.0K | 0.17% | +546+81.3% | Added |
| Liberty Wealth Management LLC | – | $572.0K | 0.22% | – | – |
| DDD Partners, LLC | 1,202 | $571.0K | 0.08% | +13+1.1% | Added |
| Cladis Investment Advisory, LLC | 1,201 | $570.4K | 0.46% | +1,201 | New |
| FirstPurpose Wealth LLC | 1,200 | $570.0K | 0.36% | +1,200 | New |
| Kistler-Tiffany Companies, LLC | 1,198 | $569.0K | 0.11% | +1+0.1% | Added |
| Willow Creek Wealth Management Inc. | 1,196 | $568.0K | 0.12% | +175+17.1% | Added |
| Intelligent Financial Strategies | 1,194 | $567.0K | 0.51% | +1,194 | New |
| Granite Bay Wealth Management, LLC | 1,191 | $566.0K | 0.56% | +1,191 | New |
| Truvestments Capital LLC | 1,189 | $565.0K | 0.28% | −7−0.6% | Reduced |
| Aire Advisors, LLC | 1,194 | $565.0K | 0.24% | +1,194 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 1,184 | $562.6K | 0.52% | +1,184 | New |
| Alhambra Investment Partners LLC | 1,183 | $562.0K | 0.39% | −30−2.5% | Reduced |
| Fountainhead AM, LLC | 1,182 | $561.0K | 0.24% | +173+17.1% | Added |
| Souders Financial Advisors | 1,179 | $560.0K | 0.16% | +70+6.3% | Added |
| Reston Wealth Management LLC | 1,175 | $558.0K | 0.27% | +4+0.3% | Added |
| JCIC Asset Management Inc. | 1,165 | $553.0K | 0.17% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,166 | $553.0K | 0.18% | +343+41.7% | Added |
| Oarsman Capital, Inc. | 1,162 | $552.0K | 0.22% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 1,160 | $551.0K | 0.10% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 1,161 | $551.0K | 0.55% | +1,161 | New |
| Stony Point Wealth Management Inc. | 1,157 | $550.0K | 0.29% | −8−0.7% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,157 | $550.0K | 0.24% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 1,158 | $550.0K | 0.37% | +60+5.5% | Added |
| Bordeaux Wealth Advisors LLC | 1,156 | $549.0K | 0.25% | +12+1.0% | Added |
| Bellevue Asset Management, LLC | 1,155 | $549.0K | 0.32% | +48+4.3% | Added |
| Cornerstone Capital, Inc. | 1,151 | $547.0K | 0.06% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 1,151 | $547.0K | 0.07% | +275+31.4% | Added |
| HT Partners LLC | 1,150 | $546.0K | 0.16% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,150 | $546.0K | 0.32% | +2+0.2% | Added |
| One Charles Private Wealth Services, LLC | 1,147 | $545.0K | 0.31% | +5+0.4% | Added |
| Private Management Group Inc | 1,140 | $541.0K | 0.02% | −125−9.9% | Reduced |
| Gibson Capital, LLC | 1,140 | $541.0K | 0.13% | 00.0% | Unchanged |
| Tanglewood Wealth Management, Inc. | 1,139 | $541.0K | 0.09% | 00.0% | Unchanged |
| JCP Investment Management, LLC | 1,136 | $540.0K | 0.40% | +1,136 | New |
| FSA Wealth Management LLC | 1,134 | $539.0K | 0.31% | +2+0.2% | Added |
| Ritter Daniher Financial Advisory, LLC | 1,132 | $538.0K | 0.36% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,130 | $537.0K | 0.35% | +475+72.5% | Added |
| Day & Ennis, LLC | 1,129 | $536.0K | 0.18% | −99−8.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,128 | $536.0K | 0.06% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 1,127 | $535.0K | 0.32% | −70−5.8% | Reduced |
| Lederer & Associates Investment Counsel | 1,120 | $532.0K | 0.31% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 1,120 | $532.0K | 0.17% | +172+18.1% | Added |
| TTP Investments, Inc. | 1,117 | $531.0K | 0.40% | +1,117 | New |
| AAFCPAs Wealth Management, LLC | 1,117 | $530.6K | 0.38% | +2+0.2% | Added |
| WoodTrust Financial Corp | 1,115 | $530.0K | 0.11% | −1,511−57.5% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,112 | $528.0K | 0.11% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,110 | $527.0K | 0.15% | +1+0.1% | Added |
| Kesler, Norman & Wride, LLC | 1,108 | $526.0K | 0.11% | −1−0.1% | Reduced |
| Investment Advisory Group, LLC | 1,170 | $526.0K | 0.34% | +1,170 | New |
| S&T Bank | 1,104 | $524.0K | 0.08% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 1,101 | $523.0K | 0.18% | +220+25.0% | Added |
| Hamilton Wealth, LLC | 1,102 | $523.0K | 0.23% | +1,102 | New |
| Creegan & Nassoura Financial Group, LLC | 1,100 | $522.0K | 0.40% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,097 | $521.0K | 0.13% | 00.0% | Unchanged |
| jvl associates llc | 1,094 | $520.0K | 0.33% | −19−1.7% | Reduced |
| C M Bidwell & Associates Ltd | 1,093 | $520.0K | 0.32% | 00.0% | Unchanged |
| Evolutionary Tree Capital Management, LLC | 1,093 | $519.0K | 0.25% | +1,093 | New |
| Spinnaker Investment Group, LLC | 1,146 | $518.0K | 0.18% | +1,146 | New |
| Keystone Wealth Partners | 1,087 | $516.0K | 0.23% | +1,087 | New |
| Signature Wealth Management Group | 1,084 | $515.0K | 0.26% | +1,084 | New |
| KCS Wealth Advisory | 1,082 | $514.0K | 0.21% | −14−1.3% | Reduced |
| WealthTrust Axiom LLC | 1,084 | $514.0K | 0.16% | +79+7.9% | Added |
| AF Advisors, Inc. | 1,075 | $511.0K | 0.29% | 00.0% | Unchanged |
| Smead Capital Management, Inc. | 1,075 | $511.0K | 0.01% | +1,075 | New |
| Hubbell Strickland Wealth Management, LLC | 1,074 | $510.0K | 0.28% | +2+0.2% | Added |
| IMS Capital Management | 1,073 | $510.0K | 0.26% | +15+1.4% | Added |
| Addison Advisors LLC | 1,071 | $509.0K | 0.31% | +54+5.3% | Added |
| Heritage Way Advisors, LLC | 1,069 | $508.0K | 0.19% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,061 | $504.0K | 0.08% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,061 | $504.0K | 0.14% | +887+509.8% | Added |
| Columbus Macro, LLC | 1,059 | $503.0K | 0.17% | 00.0% | Unchanged |
| Financial Management Concepts Corp | 1,057 | $502.0K | 0.37% | −32−2.9% | Reduced |
| Eastover Investment Advisors LLC | 1,057 | $502.0K | 0.29% | +7+0.7% | Added |
| KRS Capital Management, LLC | 1,057 | $502.0K | 0.43% | +1,057 | New |
| BCGM Wealth Management, LLC | 1,054 | $501.0K | 0.27% | −42−3.8% | Reduced |