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; 4,668 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
- 3,181
- +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
48 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Strategic Wealth Designers | 41,135 | $19.5M | 5.08% | +3,848+10.3% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 41,119 | $19.5M | 1.58% | −419−1.0% | Reduced |
| Congress Wealth Management LLC | 41,027 | $19.5M | 0.39% | +41,027 | New |
| Pictet & Cie (Europe) SA | 41,017 | $19.5M | 0.66% | −21,998−34.9% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 40,983 | $19.5M | 11.92% | +40,983 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 40,692 | $19.3M | 3.16% | +9,595+30.9% | Added |
| IPG Investment Advisors LLC | 40,415 | $19.3M | 3.50% | −271−0.7% | Reduced |
| MorganRosel Wealth Management, LLC | 40,638 | $19.3M | 9.38% | −1,353−3.2% | Reduced |
| Wellspring Financial Advisors, LLC | 40,529 | $19.3M | 5.37% | −77−0.2% | Reduced |
| Leavell Investment Management, Inc. | 40,367 | $19.2M | 1.28% | +379+0.9% | Added |
| Highland Private Wealth Management | 40,505 | $19.2M | 2.44% | −305−0.7% | Reduced |
| Integrated Wealth Concepts LLC | 40,491 | $19.2M | 0.57% | +542+1.4% | Added |
| Strategic Advisors LLC | 40,362 | $19.2M | 2.73% | +12,940+47.2% | Added |
| Palisades Hudson Asset Management, L.P. | 40,260 | $19.1M | 8.16% | −1,412−3.4% | Reduced |
| Sowell Financial Services LLC | 40,138 | $19.1M | 1.09% | +780+2.0% | Added |
| Coury Firm Asset Management LLC | 40,134 | $19.1M | 14.48% | +40,134 | New |
| LCM Capital Management Inc | 40,100 | $19.0M | 14.74% | −3,345−7.7% | Reduced |
| Meristem Family Wealth, LLC | 40,030 | $19.0M | 1.63% | +768+2.0% | Added |
| Select Asset Management & Trust | 39,819 | $18.9M | 12.51% | +17,127+75.5% | Added |
| Optiver Holding B.V. | 43,024 | $18.9M | 0.02% | +9,211+27.2% | Added |
| Albion Financial Group | 39,686 | $18.8M | 1.49% | +883+2.3% | Added |
| First National Corp | 39,670 | $18.8M | 4.21% | +321+0.8% | Added |
| Magnolia Capital Management Ltd | 39,575 | $18.8M | 14.80% | −2,064−5.0% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 39,400 | $18.7M | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 39,368 | $18.7M | 1.59% | −1,952−4.7% | Reduced |
| DHK Financial Advisors, Inc. | 39,143 | $18.7M | 17.57% | +39,143 | New |
| Sierra Capital LLC | 39,224 | $18.6M | 2.77% | +175+0.4% | Added |
| Tikvah Management LLC | 38,994 | $18.5M | 5.17% | 00.0% | Unchanged |
| Comerica Securities,inc. | 38,855 | $18.5M | 1.19% | −2,377−5.8% | Reduced |
| Regal Investment Advisors LLC | 38,990 | $18.5M | 1.64% | +72+0.2% | Added |
| Shaker Financial Services, LLC | 38,550 | $18.3M | 6.47% | +38,550 | New |
| Flagship Private Wealth, LLC | 38,530 | $18.3M | 13.37% | +3,723+10.7% | Added |
| First International Bank & Trust | 38,485 | $18.3M | 6.41% | +38,485 | New |
| Manning & Napier Group, LLC | – | $18.2M | 0.15% | – | – |
| Verition Fund Management LLC | 38,370 | $18.2M | 0.23% | +16,379+74.5% | Added |
| Banque Cantonale Vaudoise | 38,306 | $18.2M | 0.71% | +2,813+7.9% | Added |
| Polianta Ltd | 38,300 | $18.2M | 7.84% | +38,300 | New |
| KBC Group NV | 38,245 | $18.2M | 0.06% | −20,622−35.0% | Reduced |
| Shilanski & Associates, Inc. | 38,173 | $18.1M | 7.74% | +2,481+7.0% | Added |
| Klingenstein Fields & Co LP | 38,151 | $18.1M | 0.73% | +13,355+53.9% | Added |
| Curated Wealth Partners LLC | 38,134 | $18.1M | 5.86% | −75−0.2% | Reduced |
| Oxford Financial Group Ltd | 38,059 | $18.1M | 2.03% | +561+1.5% | Added |
| Monetta Financial Services Inc | 38,000 | $18.0M | 13.95% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 37,550 | $17.8M | 3.34% | −729−1.9% | Reduced |
| Exencial Wealth Advisors, LLC | 37,422 | $17.8M | 0.86% | −16,549−30.7% | Reduced |
| Ironsides Asset Advisors, LLC | 37,401 | $17.8M | 4.90% | +150+0.4% | Added |
| Independent Financial Group, LLC | 37,353 | $17.7M | 1.47% | +11,349+43.6% | Added |
| Corsair Capital Management, L.P. | 37,338 | $17.7M | 3.33% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 37,230 | $17.7M | 1.86% | +2,228+6.4% | Added |
| Avidian Wealth Solutions, LLC | 37,161 | $17.6M | 1.12% | +37,161 | New |
| Claybrook Capital, LLC | 37,147 | $17.6M | 8.28% | +1,358+3.8% | Added |
| Youngs Advisory Group, Inc. | 37,007 | $17.6M | 11.09% | +796+2.2% | Added |
| J. Goldman & Co LP | 36,836 | $17.5M | 1.61% | +10,521+40.0% | Added |
| Smith Anglin Financial, LLC | 36,700 | $17.4M | 2.98% | +90+0.2% | Added |
| Allianz Asset Management GmbH | 36,546 | $17.4M | 0.01% | −22,154−37.7% | Reduced |
| Partners Capital Investment Group, LLP | 36,457 | $17.3M | 0.80% | +3,685+11.2% | Added |
| AlphaStar Capital Management, LLC | 37,217 | $17.3M | 1.38% | −3,036−7.5% | Reduced |
| Koshinski Asset Management, Inc. | 36,388 | $17.3M | 1.40% | +861+2.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 36,334 | $17.3M | 0.60% | +1,628+4.7% | Added |
| First Foundation Advisors | 36,325 | $17.3M | 0.59% | +740+2.1% | Added |
| Sovereign Financial Group, Inc. | 36,318 | $17.3M | 7.05% | +791+2.2% | Added |
| Tolleson Wealth Management, Inc. | 36,171 | $17.2M | 4.64% | −2,784−7.1% | Reduced |
| Welch & Forbes LLC | 36,235 | $17.2M | 0.26% | +2,552+7.6% | Added |
| Securian Asset Management, Inc | 36,170 | $17.2M | 0.32% | −3,030−7.7% | Reduced |
| BLB&B Advisors, LLC | 36,102 | $17.1M | 1.11% | −3,347−8.5% | Reduced |
| Advisory Services Network, LLC | 36,016 | $17.1M | 0.49% | −67−0.2% | Reduced |
| Gryphon Financial Partners LLC | 35,959 | $17.1M | 3.38% | −390−1.1% | Reduced |
| Lazard Asset Management LLC | 35,797 | $17.0M | 0.02% | +16,564+86.1% | Added |
| Cambridge Trust Co | 35,765 | $17.0M | 0.55% | +4,046+12.8% | Added |
| Beacon Capital Management, Inc. | 35,623 | $16.9M | 0.56% | +5,644+18.8% | Added |
| Personal Capital Advisors Corp | 35,772 | $16.9M | 0.08% | +4,015+12.6% | Added |
| Midwest Professional Planners, LTD. | 35,372 | $16.8M | 8.16% | +200+0.6% | Added |
| Evergreen Capital Management LLC | 35,295 | $16.8M | 0.67% | +2,677+8.2% | Added |
| Diversified Portfolios, Inc. | 35,134 | $16.7M | 4.01% | −209−0.6% | Reduced |
| First Heartland Consultants, Inc. | 35,098 | $16.7M | 2.20% | +25,958+284.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 34,813 | $16.5M | 4.88% | +8,596+32.8% | Added |
| Mairs & Power Inc | 34,721 | $16.5M | 0.15% | +19,878+133.9% | Added |
| New England Private Wealth Advisors LLC | 34,713 | $16.5M | 2.87% | +24+0.1% | Added |
| Parallel Advisors, LLC | 34,684 | $16.5M | 0.61% | +2,264+7.0% | Added |
| Navis Wealth Advisors, LLC | 34,652 | $16.5M | 13.85% | +285+0.8% | Added |
| Winthrop Advisory Group LLC | 34,409 | $16.5M | 3.30% | −753−2.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 34,498 | $16.4M | 1.76% | +4,405+14.6% | Added |
| Westshore Wealth, LLC | 34,440 | $16.4M | 11.21% | +1,406+4.3% | Added |
| TAP Consulting, LLC | 34,368 | $16.3M | 3.73% | −314−0.9% | Reduced |
| Marquette Asset Management, LLC | 34,191 | $16.2M | 3.40% | −450−1.3% | Reduced |
| Baron Financial Group, LLC | 33,964 | $16.1M | 9.14% | +375+1.1% | Added |
| Kingsview Wealth Management, LLC | 33,829 | $16.1M | 0.67% | +8,849+35.4% | Added |
| Hummer Financial Advisory Services Inc | 33,570 | $16.0M | 13.49% | −585−1.7% | Reduced |
| Guardian Wealth Advisors, LLC | 33,306 | $15.8M | 12.68% | +1,538+4.8% | Added |
| First Manhattan Co | 33,206 | $15.8M | 0.05% | +433+1.3% | Added |
| Beacon Investment Advisory Services, Inc. | 33,141 | $15.7M | 0.61% | +10,834+48.6% | Added |
| Titleist Asset Management, Ltd. | 33,103 | $15.7M | 3.11% | +33,103 | New |
| Paragon Financial Partners, Inc. | 32,907 | $15.6M | 12.84% | +32,907 | New |
| Clear Creek Financial Management, LLC | 32,802 | $15.5M | 2.33% | +15,357+88.0% | Added |
| Essex Financial Services, Inc. | 32,665 | $15.5M | 1.53% | +128+0.4% | Added |
| Hilltop Holdings Inc. | 32,586 | $15.5M | 1.61% | −6,461−16.5% | Reduced |
| Patton Fund Management, Inc. | 32,547 | $15.5M | 4.69% | −1,193−3.5% | Reduced |
| Quadrant Capital Group LLC | 32,409 | $15.4M | 1.84% | +28,004+635.7% | Added |
| Central Trust Co | 32,339 | $15.4M | 0.43% | −1,851−5.4% | Reduced |
| PFG Advisors | 32,167 | $15.3M | 1.54% | −1,033−3.1% | Reduced |