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 |
|---|---|---|---|---|---|
| Global Wealth Management Investment Advisory, Inc. | 876 | $416.0K | 0.13% | 00.0% | Unchanged |
| Financial Insights, Inc. | 873 | $415.0K | 0.36% | −16−1.8% | Reduced |
| Wealth Effects LLC | 872 | $414.0K | 0.17% | +872 | New |
| Cannon Financial Strategists, Inc. | 870 | $413.2K | 0.15% | +259+42.4% | Added |
| Smith & Howard Wealth Management, LLC | 869 | $413.0K | 0.19% | −3,802−81.4% | Reduced |
| Baugh & Associates, LLC | 870 | $413.0K | 0.23% | −13−1.5% | Reduced |
| Blue Barn Wealth, LLC | 867 | $412.0K | 0.28% | +7+0.8% | Added |
| Sanders Morris Harris LLC | 867 | $412.0K | 0.07% | +24+2.8% | Added |
| Warren Street Wealth Advisors, LLC | 866 | $411.0K | 0.39% | +866 | New |
| Bank of Stockton | 860 | $408.0K | 0.12% | 00.0% | Unchanged |
| Constitution Capital LLC | 856 | $407.0K | 0.22% | +39+4.8% | Added |
| Lionsbridge Wealth Management LLC | 856 | $406.0K | 0.44% | +856 | New |
| Cross Staff Investments Inc | 855 | $406.0K | 0.36% | +855 | New |
| D.B. Root & Company, LLC | 853 | $405.0K | 0.15% | +294+52.6% | Added |
| Rinkey Investments | 861 | $405.0K | 0.37% | +861 | New |
| Smithbridge Asset Management Inc | 850 | $404.0K | 0.12% | +850 | New |
| Bivin & Associates, Inc. | 848 | $403.0K | 0.35% | +848 | New |
| Strengthening Families & Communities, LLC | 848 | $403.0K | 0.31% | +848 | New |
| Tuttle Tactical Management | 846 | $402.0K | 0.61% | −353−29.4% | Reduced |
| Topel & Distasi Wealth Management, LLC | 846 | $402.0K | 0.16% | +846 | New |
| Roberts Capital Advisors, LLC | 844 | $401.0K | 0.37% | +844 | New |
| Red Wave Investments LLC | 843 | $400.0K | 0.14% | +4+0.5% | Added |
| Asset Planning Services, Ltd. | 840 | $399.0K | 0.18% | −429−33.8% | Reduced |
| Dohj, LLC | 840 | $399.0K | 0.18% | 00.0% | Unchanged |
| Hill Island Financial LLC | 839 | $399.0K | 0.14% | +839 | New |
| Parker Investment Management, LLC | 839 | $398.0K | 0.06% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 830 | $396.0K | 0.10% | −250−23.1% | Reduced |
| Assetmark, Inc | 831 | $395.0K | 0.00% | −778−48.4% | Reduced |
| AIMZ Investment Advisors, LLC | 831 | $395.0K | 0.15% | −69−7.7% | Reduced |
| LPWM LLC | 832 | $395.0K | 0.21% | 00.0% | Unchanged |
| American Money Management, LLC | 831 | $395.0K | 0.10% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 823 | $391.0K | 0.01% | −25−2.9% | Reduced |
| Maripau Wealth Management LLC | 869 | $390.0K | 0.37% | +869 | New |
| RPg Family Wealth Advisory, LLC | 812 | $386.5K | 0.15% | +305+60.2% | Added |
| GW&K Investment Management, LLC | 813 | $386.0K | 0.00% | +813 | New |
| Retirement Solution Inc. | 806 | $383.0K | 0.16% | 00.0% | Unchanged |
| Diversified, LLC | 800 | $380.0K | 0.16% | −22−2.7% | Reduced |
| Check Capital Management Inc | 800 | $380.0K | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 800 | $380.0K | 0.01% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 799 | $379.5K | 0.11% | +1+0.1% | Added |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 797 | $379.0K | 0.17% | 00.0% | Unchanged |
| Wealthsimple Inc. | 799 | $379.0K | 0.01% | +799 | New |
| Triune Financial Partners, LLC | 796 | $378.1K | 0.19% | +796 | New |
| Vaughan & Co Securities, Inc. | 795 | $378.0K | 0.26% | 00.0% | Unchanged |
| RDA Financial Network | 797 | $378.0K | 0.15% | +141+21.5% | Added |
| Twelve Points Wealth Management LLC | 796 | $378.0K | 0.31% | +796 | New |
| DGS Capital Management, LLC | 789 | $375.0K | 0.23% | +789 | New |
| Evergreen Wealth Solutions, LLC | 788 | $374.0K | 0.34% | +788 | New |
| Piscataqua Savings Bank | 784 | $372.0K | 0.29% | −5−0.6% | Reduced |
| Cornerstone National Bank & Trust Co | 781 | $370.9K | 0.16% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 779 | $370.0K | 0.05% | −1,997−71.9% | Reduced |
| Addison Capital Co | 779 | $370.0K | 0.17% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 780 | $370.0K | 0.12% | +20+2.6% | Added |
| Pflug Koory, LLC | 774 | $368.0K | 0.19% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 773 | $367.1K | 0.48% | +773 | New |
| Vision Capital Management, Inc. | 772 | $367.0K | 0.05% | −18−2.3% | Reduced |
| Dorchester Wealth Management Co | 768 | $365.0K | 0.07% | −1,000−56.6% | Reduced |
| Doliver Advisors, LP | 813 | $365.0K | 0.12% | −608−42.8% | Reduced |
| Camden National Bank | 767 | $364.0K | 0.06% | +110+16.7% | Added |
| Cutler Investment Counsel LLC | 764 | $363.0K | 0.05% | +98+14.7% | Added |
| Soros Capital Management LLC | 757 | $360.0K | 0.10% | +14+1.9% | Added |
| BHK Investment Advisors, LLC | 755 | $359.0K | 0.14% | +28+3.9% | Added |
| Colonial River Wealth Management, LLC | 752 | $357.0K | 0.19% | −21,573−96.6% | Reduced |
| Standard Family Office LLC | 750 | $356.0K | 3.16% | +750 | New |
| Cannon Global Investment Management, LLC | 750 | $356.0K | 0.56% | +750 | New |
| Maryland Capital Advisors Inc. | 750 | $356.0K | 0.29% | +750 | New |
| St. Clair Advisors, LLC | 744 | $353.4K | 0.20% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 744 | $353.0K | 0.17% | 00.0% | Unchanged |
| Vantage Investment Partners, LLC | 743 | $353.0K | 0.02% | +25+3.5% | Added |
| Ami Asset Management Corp | 743 | $353.0K | 0.02% | +743 | New |
| Legacy Financial Advisors, Inc. | 736 | $350.0K | 0.08% | −591−44.5% | Reduced |
| WMG Financial Advisors, LLC | 745 | $350.0K | 0.27% | +745 | New |
| Ten Capital Wealth Advisors, LLC | 730 | $347.0K | 0.14% | +56+8.3% | Added |
| Stockman Wealth Management, Inc. | 730 | $347.0K | 0.07% | +200+37.7% | Added |
| Greenspring Advisors, LLC | 729 | $346.0K | 0.09% | +729 | New |
| Roman Butler Fullerton & Co | 726 | $345.0K | 0.15% | −1−0.1% | Reduced |
| Azimuth Capital Management LLC | 723 | $343.0K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 722 | $343.0K | 0.15% | +36+5.2% | Added |
| Sandbox Financial Partners, LLC | 720 | $342.0K | 0.21% | −79−9.9% | Reduced |
| Moseley Investment Management Inc | 721 | $342.0K | 0.16% | −20−2.7% | Reduced |
| Next Capital Management LLC | 717 | $341.0K | 0.23% | −625−46.6% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 718 | $341.0K | 0.08% | +718 | New |
| Ambassador Advisors, LLC | 715 | $340.0K | 0.06% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 716 | $340.0K | 0.20% | +716 | New |
| Fullen Financial Group | 714 | $339.0K | 0.19% | +101+16.5% | Added |
| Rowland & Co Investment Counsel | 713 | $338.8K | 0.08% | +217+43.8% | Added |
| Southland Equity Partners LLC | 712 | $338.2K | 0.14% | +150+26.7% | Added |
| R. W. Roge & Company, Inc. | 771 | $338.0K | 0.26% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 722 | $338.0K | 0.06% | −73−9.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 712 | $338.0K | 0.11% | +712 | New |
| Access Financial Services, Inc. | 709 | $337.0K | 0.15% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 708 | $336.0K | 0.12% | −15−2.1% | Reduced |
| HHM Wealth Advisors, LLC | 706 | $335.0K | 0.08% | +240+51.5% | Added |
| Firethorn Wealth Partners, LLC | 705 | $335.0K | 0.25% | +705 | New |
| Bridgecreek Investment Management, LLC | 700 | $332.0K | 0.05% | 00.0% | Unchanged |
| Somerset Trust Co | 692 | $329.0K | 0.12% | 00.0% | Unchanged |
| Brio Consultants, LLC | 691 | $328.0K | 0.08% | −370−34.9% | Reduced |
| First Financial Corp | 685 | $325.0K | 0.20% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 684 | $325.0K | 0.15% | +684 | New |
| Avaii Wealth Management, LLC | 684 | $325.0K | 0.33% | +684 | New |