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 |
|---|---|---|---|---|---|
| State of Wyoming | 682 | $324.0K | 0.15% | −1,077−61.2% | Reduced |
| Mayfair Advisory Group, LLC | 692 | $324.0K | 0.43% | +3+0.4% | Added |
| Garrison Asset Management, LLC | 681 | $323.0K | 0.18% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 679 | $322.0K | 0.17% | +679 | New |
| Princeton Global Asset Management LLC | 674 | $320.0K | 0.09% | −60−8.2% | Reduced |
| Secure Asset Management, LLC | 674 | $320.0K | 0.13% | +20+3.1% | Added |
| Martin Capital Partners, LLC | 671 | $319.0K | 0.15% | +671 | New |
| Wealth Management Associates, Inc. | 667 | $316.8K | 0.17% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 666 | $316.0K | 0.21% | −100−13.1% | Reduced |
| Quest Investment Management LLC | 666 | $316.0K | 0.03% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 660 | $314.0K | 0.19% | −38−5.4% | Reduced |
| Boltwood Capital Management | 661 | $314.0K | 0.12% | −4−0.6% | Reduced |
| FC Advisory LLC | 660 | $313.0K | 0.13% | +1+0.2% | Added |
| Blackhill Capital Inc | 658 | $313.0K | 0.03% | 00.0% | Unchanged |
| Strategic Equity Management | 660 | $313.0K | 0.10% | +660 | New |
| Mendel Capital Management LLC | 659 | $313.0K | 0.29% | +659 | New |
| New England Professional Planning Group Inc. | 672 | $312.0K | 0.19% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 654 | $311.0K | 0.12% | +654 | New |
| Driehaus Capital Management LLC | 649 | $308.0K | 0.00% | +37+6.0% | Added |
| Legacy Bridge, LLC | 647 | $307.0K | 0.16% | −50−7.2% | Reduced |
| Capital Performance Advisors LLP | 707 | $305.0K | 0.18% | +707 | New |
| Bay Harbor Wealth Management, LLC | 680 | $304.0K | 0.12% | 00.0% | Unchanged |
| ShankerValleau Wealth Advisors, Inc. | 640 | $304.0K | 0.17% | +640 | New |
| Chemung Canal Trust Co | 638 | $303.0K | 0.05% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 639 | $303.0K | 0.20% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 637 | $302.6K | 0.18% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 636 | $302.0K | 0.20% | +636 | New |
| Greenwood Capital Associates LLC | 633 | $300.0K | 0.04% | +18+2.9% | Added |
| Bowman & Co S.C. | 629 | $300.0K | 0.23% | +629 | New |
| Baldrige Asset Management LLC | 627 | $298.0K | 0.12% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 627 | $298.0K | 0.23% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 631 | $298.0K | 0.18% | +117+22.8% | Added |
| Westfield Capital Management Co LP | 626 | $297.0K | 0.00% | +626 | New |
| Peninsula Wealth, LLC | 623 | $296.0K | 0.08% | +623 | New |
| M. Kulyk & Associates, LLC | 622 | $295.0K | 0.08% | +622 | New |
| Stableford Capital II LLC | 668 | $294.0K | 0.12% | +2+0.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 616 | $293.0K | 0.00% | +616 | New |
| Altus Wealth Group LLC | 611 | $290.0K | 0.24% | +45+8.0% | Added |
| Cabot Wealth Management Inc | 608 | $289.0K | 0.04% | +47+8.4% | Added |
| Flynn Zito Capital Management, LLC | 607 | $289.0K | 0.24% | +607 | New |
| JB Capital LLC | 608 | $288.9K | 0.03% | −23−3.6% | Reduced |
| Prostatis Group LLC | 608 | $288.9K | 0.18% | −325−34.8% | Reduced |
| Walker Asset Management, LLC | 607 | $288.0K | 0.25% | +607 | New |
| Oak Family Advisors, LLC | 604 | $287.0K | 0.14% | −28−4.4% | Reduced |
| Briggs Advisory Group, Inc. | 604 | $287.0K | 0.20% | +604 | New |
| Marietta Investment Partners LLC | 602 | $286.0K | 0.06% | +10+1.7% | Added |
| Knightsbridge Asset Management, LLC | 599 | $285.0K | 0.09% | −376−38.6% | Reduced |
| Sphinx Trading, LP | 600 | $285.0K | 0.29% | +200+50.0% | Added |
| FWL Investment Management, LLC | 597 | $284.0K | 0.17% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 599 | $284.0K | 0.16% | +103+20.8% | Added |
| Level Financial Advisors, Inc. | 596 | $283.0K | 0.22% | +596 | New |
| IMPACTfolio, LLC | 595 | $283.0K | 0.25% | +595 | New |
| Winning Points Advisors, LLC | 958 | $281.0K | 0.20% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 591 | $280.8K | 0.12% | +591 | New |
| Affiance Financial, LLC | 589 | $280.0K | 0.12% | −8−1.3% | Reduced |
| Beaton Management Co. Inc. | 590 | $280.0K | 0.17% | +590 | New |
| Capital Wealth Alliance, LLC | 589 | $279.0K | 0.16% | −6−1.0% | Reduced |
| Costello Asset Management, INC | 586 | $278.0K | 0.17% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 583 | $277.0K | 0.01% | +583 | New |
| Leverty Financial Group, LLC | 583 | $276.0K | 0.21% | +583 | New |
| National Wealth Management Group, LLC | 579 | $275.2K | 0.26% | +579 | New |
| Ciovacco Capital Management LLC | 579 | $275.0K | 0.17% | +579 | New |
| BetterWealth, LLC | 579 | $275.0K | 0.19% | +579 | New |
| North Point Portfolio Managers Corp | 577 | $274.0K | 0.04% | 00.0% | Unchanged |
| Brown Financial Advisory | 576 | $274.0K | 0.24% | 00.0% | Unchanged |
| Rainsberger Wealth Advisors, Inc. | 577 | $274.0K | 0.16% | +577 | New |
| Brookmont Capital Management | 575 | $273.0K | 0.14% | 00.0% | Unchanged |
| NexWave Capital Partners LLC | 575 | $273.0K | 0.63% | +1+0.2% | Added |
| Private Capital Advisors, Inc. | 573 | $272.0K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Management, LLC | 570 | $270.0K | 0.16% | −600−51.3% | Reduced |
| 180 Wealth Advisors, LLC | 616 | $270.0K | 0.06% | −1−0.2% | Reduced |
| KilterHowling LLC | 568 | $269.9K | 0.24% | +568 | New |
| Beck Bode, LLC | 562 | $267.0K | 0.07% | +37+7.0% | Added |
| Douglass Winthrop Advisors, LLC | 560 | $266.0K | 0.01% | −22−3.8% | Reduced |
| Birchcreek Wealth Management, LLC | 561 | $266.0K | 0.23% | +561 | New |
| D. Scott Neal, Inc. | 557 | $265.0K | 0.10% | 00.0% | Unchanged |
| TMD Wealth Management, LLC | 556 | $264.0K | 0.10% | −4−0.7% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 553 | $263.0K | 0.07% | +2+0.4% | Added |
| Walter & Keenan Financial Consulting Co | 554 | $263.0K | 0.09% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 554 | $263.0K | 0.16% | +2+0.4% | Added |
| Atlas Private Wealth Management | 551 | $262.0K | 0.15% | −5−0.9% | Reduced |
| Lumature Wealth Partners, LLC | 550 | $261.0K | 0.10% | −66−10.7% | Reduced |
| Lynch & Associates | 549 | $261.0K | 0.06% | 00.0% | Unchanged |
| Grand Jean Capital Management Inc | 551 | $261.0K | 0.06% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 550 | $261.0K | 0.17% | +79+16.8% | Added |
| Pachira Investments Inc. | 547 | $260.0K | 0.17% | −14−2.5% | Reduced |
| Sweet Financial Partners, LLC | 546 | $259.0K | 0.11% | +546 | New |
| Disciplined Equity Management, Inc. | 546 | $259.0K | 0.25% | +546 | New |
| Sicart Associates LLC | 540 | $258.0K | 0.07% | +540 | New |
| Apeiron RIA LLC | 544 | $258.0K | 0.11% | +544 | New |
| CJM Wealth Advisers, Ltd. | 542 | $257.4K | 0.18% | +542 | New |
| KC Investment Advisors, LLC | 541 | $257.0K | 0.17% | −34−5.9% | Reduced |
| Echo Wealth Management, LLC | 550 | $256.0K | 0.29% | −72−11.6% | Reduced |
| United Bank | 540 | $256.0K | 0.14% | 00.0% | Unchanged |
| Somerville Kurt F | 540 | $256.0K | 0.04% | +30+5.9% | Added |
| Planned Solutions, Inc. | 537 | $255.0K | 0.18% | +537 | New |
| Lincoln Capital LLC | 534 | $254.0K | 0.06% | 00.0% | Unchanged |
| Steward Financial Group LLC | 535 | $254.0K | 0.23% | +535 | New |
| Cascade Investment Advisors, Inc. | 531 | $252.4K | 0.15% | +20+3.9% | Added |
| Peak Financial Management, Inc. | 530 | $252.0K | 0.08% | −24−4.3% | Reduced |