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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 32,075 | $15.2M | 0.94% | +400+1.3% | Added |
| Country Club Trust Company, n.a. | 31,908 | $15.2M | 1.20% | −390−1.2% | Reduced |
| Tiger Eye Capital LLC | 31,968 | $15.2M | 4.18% | +31,968 | New |
| Kestra Private Wealth Services, LLC | 31,952 | $15.2M | 0.73% | +600+1.9% | Added |
| Rockbridge Investment Management, LCC | 31,787 | $15.1M | 2.23% | +3,401+12.0% | Added |
| Twin Focus Capital Partners, LLC | 31,780 | $15.1M | 3.02% | +3,490+12.3% | Added |
| L & S Advisors Inc | 31,707 | $15.1M | 1.62% | +755+2.4% | Added |
| Eagle Capital Management LLC | 31,668 | $15.0M | 0.04% | +31,668 | New |
| Focus Financial Network, Inc. | 31,555 | $15.0M | 2.20% | +1,033+3.4% | Added |
| Claro Advisors LLC | 31,507 | $15.0M | 5.39% | +3,766+13.6% | Added |
| Nuveen Asset Management, LLC | 32,339 | $14.9M | 0.00% | +20,613+175.8% | Added |
| G&S Capital LLC | 31,366 | $14.9M | 7.42% | +4,239+15.6% | Added |
| Source Financial Advisors LLC | 31,327 | $14.9M | 4.01% | +1,109+3.7% | Added |
| Great Valley Advisor Group, Inc. | 31,685 | $14.8M | 0.92% | +793+2.6% | Added |
| Cullinan Associates Inc | 31,213 | $14.8M | 0.75% | −425−1.3% | Reduced |
| Syntal Capital Partners, LLC | 31,196 | $14.8M | 6.35% | −706−2.2% | Reduced |
| Humankind Investments LLC | 31,170 | $14.8M | 5.96% | 00.0% | Unchanged |
| Platform Technology Partners | 31,144 | $14.8M | 6.50% | +290+0.9% | Added |
| Taylor & Morgan Wealth Management, LLC | 31,144 | $14.8M | 11.97% | +31,144 | New |
| Coldstream Capital Management Inc | 31,076 | $14.8M | 0.46% | −15,395−33.1% | Reduced |
| Appleton Partners Inc | 30,968 | $14.7M | 1.11% | +65+0.2% | Added |
| WealthBridge Capital Management, LLC | 30,923 | $14.7M | 5.48% | −3,501−10.2% | Reduced |
| Meridian Wealth Advisors, LLC | 30,917 | $14.7M | 3.57% | +320+1.0% | Added |
| Capital International Investors | 30,838 | $14.7M | 0.00% | +11,407+58.7% | Added |
| Henshaw Capital LLC | 30,900 | $14.7M | 0.82% | 00.0% | Unchanged |
| Ramsey Quantitative Systems | 30,753 | $14.6M | 100.00% | +1,100+3.7% | Added |
| Advisor OS, LLC | 30,706 | $14.6M | 2.98% | −17,693−36.6% | Reduced |
| Global Trust Asset Management, LLC | 30,697 | $14.6M | 5.74% | +780+2.6% | Added |
| GFS Advisors, LLC | 30,695 | $14.6M | 2.41% | +2,170+7.6% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 30,564 | $14.5M | 9.50% | −1,148−3.6% | Reduced |
| Clearbridge Investments, LLC | 30,530 | $14.5M | 0.01% | +29,161+2,130.1% | Added |
| Apollon Wealth Management, LLC | 30,495 | $14.5M | 1.16% | +7,150+30.6% | Added |
| Mount Capital Ltd | 30,231 | $14.4M | 3.97% | +30,231 | New |
| Bigelow Investment Advisors, LLC | 30,179 | $14.3M | 6.52% | −435−1.4% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 30,160 | $14.3M | 7.70% | −2,175−6.7% | Reduced |
| Great Lakes Advisors, LLC | 30,077 | $14.3M | 0.22% | −653−2.1% | Reduced |
| Clarity Wealth Advisors, LLC | 29,932 | $14.2M | 6.61% | +1,025+3.5% | Added |
| Legal & General Group Plc | 29,900 | $14.2M | 0.00% | 00.0% | Unchanged |
| Apriem Advisors | 29,759 | $14.1M | 2.00% | +23+0.1% | Added |
| Trustmark National Bank Trust Department | 29,737 | $14.1M | 1.08% | −1,218−3.9% | Reduced |
| Corient Capital Partners, LLC | 29,699 | $14.1M | 0.94% | −921−3.0% | Reduced |
| Centaurus Financial, Inc. | 29,622 | $14.1M | 1.06% | +3,910+15.2% | Added |
| K.J. Harrison & Partners Inc | 29,485 | $14.0M | 1.98% | −1,280−4.2% | Reduced |
| Proficio Capital Partners LLC | 29,525 | $14.0M | 1.95% | +29+0.1% | Added |
| Comprehensive Financial Management LLC | 29,392 | $14.0M | 0.18% | −1,150−3.8% | Reduced |
| Taurus Asset Management, LLC | 29,456 | $14.0M | 1.32% | +503+1.7% | Added |
| 55I, LLC | 29,432 | $14.0M | 0.36% | −24,798−45.7% | Reduced |
| Round Table Services, LLC | 29,430 | $14.0M | 2.64% | +906+3.2% | Added |
| Patten & Patten Inc | 29,418 | $14.0M | 0.97% | −151−0.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 29,296 | $13.9M | 1.72% | +13,000+79.8% | Added |
| Hallmark Capital Management Inc | 29,169 | $13.9M | 1.11% | −959−3.2% | Reduced |
| We Are One Seven, LLC | 28,920 | $13.7M | 1.42% | +7,198+33.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 28,837 | $13.7M | 6.05% | −563−1.9% | Reduced |
| Aspire Private Capital, LLC | 28,781 | $13.7M | 4.27% | −17,693−38.1% | Reduced |
| Sanchez Wealth Management Group | 28,778 | $13.7M | 5.77% | +1,674+6.2% | Added |
| GPS Wealth Strategies Group, LLC | 28,681 | $13.6M | 3.00% | +611+2.2% | Added |
| LFA - Lugano Financial Advisors SA | 28,677 | $13.6M | 7.86% | +3,448+13.7% | Added |
| Towercrest Capital Management | 28,671 | $13.6M | 2.49% | −129−0.4% | Reduced |
| Winfield Associates, Inc. | 28,551 | $13.6M | 4.52% | +1,220+4.5% | Added |
| Smith, Salley & Associates | 28,520 | $13.5M | 0.96% | −1,488−5.0% | Reduced |
| CMG Global Holdings, LLC | 28,496 | $13.5M | 8.72% | −716−2.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 28,469 | $13.5M | 2.56% | +1,611+6.0% | Added |
| Davenport & Co LLC | 28,407 | $13.5M | 0.09% | −4,866−14.6% | Reduced |
| Capital Group Private Client Services, Inc. | 28,402 | $13.5M | 0.14% | +19,981+237.3% | Added |
| Belmont Capital, LLC | 28,368 | $13.5M | 10.56% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 28,229 | $13.4M | 2.31% | +3,497+14.1% | Added |
| Starfox Financial Services, LLC | 29,647 | $13.4M | 11.67% | +29,647 | New |
| Childress Capital Advisors, LLC | 28,085 | $13.3M | 5.51% | +654+2.4% | Added |
| New England Guild Wealth Advisors, Inc. | 27,838 | $13.2M | 6.62% | +473+1.7% | Added |
| Linker Capital Management Inc. | 27,835 | $13.2M | 12.71% | +27,835 | New |
| Exchange Traded Concepts, LLC | 27,647 | $13.1M | 0.25% | −46,019−62.5% | Reduced |
| Camarda Financial Advisors, LLC | 27,631 | $13.1M | 7.43% | +4,200+17.9% | Added |
| Caliber Wealth Management, LLC | 28,239 | $13.1M | 9.07% | +5,914+26.5% | Added |
| Clarus Wealth Advisors | 27,836 | $13.1M | 7.54% | +8,372+43.0% | Added |
| Citizens Business Bank | 27,470 | $13.0M | 1.60% | −156−0.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 27,450 | $13.0M | 2.13% | +653+2.4% | Added |
| Kettle Hill Capital Management, LLC | 27,323 | $13.0M | 2.30% | −2,508−8.4% | Reduced |
| Successful Portfolios LLC | 27,306 | $13.0M | 7.05% | −122−0.4% | Reduced |
| Barrett Asset Management, LLC | 27,199 | $12.9M | 0.49% | −747−2.7% | Reduced |
| St Germain D J Co Inc | 27,156 | $12.9M | 0.71% | −1,073−3.8% | Reduced |
| Bartlett & Co. LLC | 27,024 | $12.9M | 0.22% | +499+1.9% | Added |
| Bartlett & Co. Wealth Management LLC | 27,024 | $12.9M | 0.22% | +499+1.9% | Added |
| Grimes & Company, Inc. | 27,019 | $12.8M | 0.59% | −1,042−3.7% | Reduced |
| Yost Capital Management, LP | 27,000 | $12.8M | 9.04% | +17,000+170.0% | Added |
| Oldfather Financial Services, LLC | 28,690 | $12.8M | 6.73% | −128−0.4% | Reduced |
| Optas, LLC | 26,906 | $12.8M | 3.62% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 26,877 | $12.8M | 3.07% | +5,250+24.3% | Added |
| Firestone Capital Management | 26,805 | $12.7M | 4.02% | +4,786+21.7% | Added |
| Interactive Financial Advisors | 26,713 | $12.7M | 4.84% | +1,260+5.0% | Added |
| HawsGoodwin Investment Management LLC | 26,706 | $12.7M | 3.70% | +546+2.1% | Added |
| CCG Wealth Management, LLC | 26,605 | $12.7M | 6.61% | +17,648+197.0% | Added |
| BKD Wealth Advisors, LLC | 26,673 | $12.7M | 0.53% | +410+1.6% | Added |
| Brickley Wealth Management | 26,649 | $12.7M | 2.70% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 26,570 | $12.6M | 5.14% | +144+0.5% | Added |
| Coho Partners, Ltd. | 26,453 | $12.6M | 0.20% | +26,453 | New |
| Stordahl Capital Management, Inc. | 26,397 | $12.5M | 4.66% | −203−0.8% | Reduced |
| Brave Asset Management Inc | 26,309 | $12.5M | 3.42% | +974+3.8% | Added |
| Sowa Financial Group, Inc. | 26,236 | $12.5M | 7.30% | +355+1.4% | Added |
| SFMG, LLC | 26,182 | $12.4M | 1.21% | −16−0.1% | Reduced |
| Salomon & Ludwin, LLC | 26,134 | $12.4M | 1.76% | +1,254+5.0% | Added |