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 |
|---|---|---|---|---|---|
| Outlook Wealth Advisors, LLC | 1,046 | $497.0K | 0.15% | −7−0.7% | Reduced |
| GHP Investment Advisors, Inc. | 1,047 | $497.0K | 0.04% | +10+1.0% | Added |
| Gleason Group, Inc. | 1,043 | $496.0K | 0.16% | +2+0.2% | Added |
| Advance Capital Management, Inc. | 1,044 | $496.0K | 0.10% | +1,044 | New |
| Mechanics Financial Corp | 1,042 | $495.0K | 0.23% | +1,042 | New |
| Alaethes Wealth LLC | 1,040 | $494.0K | 0.31% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 1,041 | $494.0K | 0.60% | +1,041 | New |
| Stone Asset Management Inc. | 1,039 | $494.0K | 0.29% | +1,039 | New |
| One Wealth Advisors, LLC | 1,038 | $493.0K | 0.13% | −32−3.0% | Reduced |
| Washington Trust Bank | 1,037 | $492.0K | 0.05% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,052 | $490.0K | 0.13% | −74−6.6% | Reduced |
| KWMG, LLC | 1,032 | $490.0K | 0.07% | −14−1.3% | Reduced |
| Integrated Investment Consultants, LLC | 1,030 | $489.0K | 0.13% | −665−39.2% | Reduced |
| TPG Financial Advisors, LLC | 1,030 | $489.0K | 0.30% | −26−2.5% | Reduced |
| United Community Bank | 1,029 | $488.7K | 0.49% | +1,029 | New |
| Halbert Hargrove Global Advisors, LLC | 1,025 | $487.0K | 0.03% | −63−5.8% | Reduced |
| Fulcrum Capital LLC | 1,026 | $487.0K | 0.11% | −40−3.8% | Reduced |
| Axiom Investment Management LLC | 1,025 | $487.0K | 0.47% | +1,025 | New |
| Silver Lake Advisory, LLC | 1,022 | $485.0K | 0.22% | +2+0.2% | Added |
| Advus Financial Partners, LLC | 1,014 | $483.3K | 0.34% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 1,017 | $483.0K | 0.62% | +1,017 | New |
| O'Brien Greene & Co. Inc | 1,015 | $482.0K | 0.16% | −59−5.5% | Reduced |
| HFR Wealth Management, LLC | 1,014 | $482.0K | 0.12% | +411+68.2% | Added |
| Columbia Trust Co 01012016 | 1,121 | $481.0K | 0.25% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 1,005 | $479.0K | 0.97% | +24+2.4% | Added |
| TRUE Private Wealth Advisors | 1,010 | $479.0K | 0.07% | +469+86.7% | Added |
| Wick Capital Partners, LLC | 1,008 | $479.0K | 0.37% | +1,008 | New |
| Opus Capital Group, LLC | 1,004 | $477.0K | 0.10% | −45−4.3% | Reduced |
| Astoria Strategic Wealth, Inc. | 1,005 | $477.0K | 0.18% | +1,005 | New |
| Mosaic Advisors LLC | 1,002 | $476.0K | 0.35% | +2+0.2% | Added |
| CSS LLC | 1,000 | $475.0K | 0.02% | −17,000−94.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,000 | $475.0K | 0.07% | −5−0.5% | Reduced |
| Palisade Capital Management LLC | 1,000 | $475.0K | 0.01% | 00.0% | Unchanged |
| Capital Management Corp | 1,000 | $475.0K | 0.10% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,000 | $475.0K | 0.43% | 00.0% | Unchanged |
| Main Street Research LLC | 1,000 | $475.0K | 0.04% | +261+35.3% | Added |
| Acima Private Wealth, LLC | 999 | $474.0K | 0.20% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 997 | $473.0K | 0.19% | −216−17.8% | Reduced |
| Orgel Wealth Management, LLC | 995 | $473.0K | 0.05% | +24+2.5% | Added |
| Terra Nova Asset Management LLC | 992 | $471.0K | 0.35% | −5−0.5% | Reduced |
| Wellington Shields Capital Management, LLC | 993 | $471.0K | 0.06% | 00.0% | Unchanged |
| Brightworth | 990 | $470.0K | 0.04% | +1+0.1% | Added |
| Meridian Wealth Partners, LLC | 987 | $469.0K | 0.09% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 983 | $467.0K | 0.14% | −106−9.7% | Reduced |
| Investors Research Corp | 977 | $464.0K | 0.14% | 00.0% | Unchanged |
| Suncoast Equity Management | 977 | $464.0K | 0.06% | +444+83.3% | Added |
| Andesa Financial Management Inc. | 974 | $463.0K | 0.23% | −988−50.4% | Reduced |
| Heritage Investors Management Corp | 975 | $463.0K | 0.02% | +75+8.3% | Added |
| TD Capital Management LLC | 973 | $462.0K | 0.05% | −97−9.1% | Reduced |
| McRae Capital Management Inc | 972 | $462.0K | 0.10% | 00.0% | Unchanged |
| Diligent Investors, LLC | 968 | $460.0K | 0.13% | +968 | New |
| Key Financial Inc | 966 | $459.0K | 0.23% | −70−6.8% | Reduced |
| Better Money Decisions, LLC | 967 | $459.0K | 0.39% | +50+5.5% | Added |
| Adell Harriman & Carpenter Inc | 966 | $458.8K | 0.04% | −15−1.5% | Reduced |
| Old Mission Investment Co LLC | 965 | $458.3K | 0.17% | +165+20.6% | Added |
| Beirne Wealth Consulting Services, LLC | 962 | $458.0K | 0.25% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 965 | $458.0K | 0.20% | +965 | New |
| BancFirst Trust & Investment Management | 964 | $458.0K | 0.35% | +964 | New |
| MainStreet Investment Advisors LLC | 963 | $457.0K | 0.04% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 963 | $457.0K | 0.15% | +963 | New |
| Essex LLC | 961 | $456.0K | 0.12% | 00.0% | Unchanged |
| Eclectic Associates Inc | 959 | $456.0K | 0.29% | +490+104.5% | Added |
| Abbot Financial Management, Inc. | 957 | $455.0K | 0.20% | 00.0% | Unchanged |
| Keystone Financial Services | 958 | $455.0K | 0.23% | +958 | New |
| PrairieView Partners, LLC | 955 | $454.0K | 0.06% | +225+30.8% | Added |
| Lester Murray Antman dba SimplyRich | 952 | $452.0K | 0.15% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 945 | $449.0K | 0.27% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 942 | $449.0K | 0.19% | +51+5.7% | Added |
| Regal Wealth Group, Inc. | 943 | $448.0K | 0.25% | +3+0.3% | Added |
| Mattern Wealth Management LLC | 932 | $443.0K | 0.13% | 00.0% | Unchanged |
| Barings LLC | 929 | $441.0K | 0.01% | 00.0% | Unchanged |
| Nauset Wealth Management. LLC | 925 | $440.0K | 0.42% | +925 | New |
| Rezny Wealth Management, Inc. | 925 | $439.0K | 0.14% | 00.0% | Unchanged |
| Financial Life Advisors | 925 | $439.0K | 0.17% | +275+42.3% | Added |
| Cedar Wealth Management, LLC | 920 | $437.0K | 0.18% | −15−1.6% | Reduced |
| Corbenic Partners LLC | 912 | $435.0K | 0.08% | +2+0.2% | Added |
| Stewardship Advisors, LLC | 915 | $435.0K | 0.16% | +211+30.0% | Added |
| Coco Enterprises, LLC | 915 | $435.0K | 0.34% | +915 | New |
| Eagle Ridge Investment Management | 914 | $434.0K | 0.05% | −166−15.4% | Reduced |
| Compass Capital Management, Inc | 912 | $433.0K | 0.03% | −48−5.0% | Reduced |
| Ballast, Inc. | 911 | $432.0K | 0.17% | +1+0.1% | Added |
| Cutler Capital Management, LLC | 909 | $432.0K | 0.16% | +50+5.8% | Added |
| Charles Schwab Investment Advisory, Inc. | 908 | $431.0K | 0.00% | −2−0.2% | Reduced |
| JFG Wealth Management, LLC | 905 | $430.0K | 0.16% | −34−3.6% | Reduced |
| Stonehearth Capital Management, LLC | 905 | $430.0K | 0.22% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 900 | $429.0K | 0.34% | +900 | New |
| Investment Management of Virginia LLC | 901 | $428.0K | 0.07% | −300−25.0% | Reduced |
| Waypoint Wealth Partners Inc. | 902 | $428.0K | 0.15% | −140−13.4% | Reduced |
| Beta Wealth Group, Inc. | 996 | $428.0K | 0.31% | 00.0% | Unchanged |
| Martin & Co Inc | 900 | $427.0K | 0.10% | 00.0% | Unchanged |
| Rise Advisors, LLC | 897 | $426.2K | 0.41% | +897 | New |
| Bluesphere Advisors, LLC | 896 | $426.0K | 0.35% | −1−0.1% | Reduced |
| Ade, LLC | 898 | $426.0K | 0.36% | 00.0% | Unchanged |
| Strategic Investment Advisors | 892 | $424.0K | 0.08% | +2+0.2% | Added |
| Planning Center, Inc. | 926 | $423.0K | 0.34% | +926 | New |
| Decatur Capital Management, Inc. | 889 | $422.0K | 0.25% | 00.0% | Unchanged |
| Summitry LLC | 885 | $420.0K | 0.02% | +885 | New |
| DeDora Capital, Inc. | 881 | $418.0K | 0.31% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 877 | $417.0K | 0.21% | +877 | New |
| Eudaimonia Advisors LLC | 878 | $417.0K | 0.25% | +878 | New |