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, Q1 2025
Institutional positions in SPDR S&P 500 ETF Trust as of Mar 31, 2025. 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
- 4,189
- +20 vs. Q4 2024
- Shares held
- 565.9M
- −19.1M (−3.3%) vs. Q4 2024
- Total value
- $313.6B
- −$27.9B (−8.2%) vs. Q4 2024
- New holders
- 210
- 1,616 more added
- Sold out
- 190
- 1,837 more reduced
73 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Financial Advisors INC | 1 | $559 | 0.00% | +1 | New |
| Lord & Richards Wealth Management, LLC | 1 | $559 | 0.00% | +1 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 2 | $953 | 0.00% | −14−87.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 3 | $1.68K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 3 | $1.68K | 0.00% | +3 | New |
| Hillsdale Investment Management Inc. | 5 | $2.80K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 7 | $3.92K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 8 | $4.47K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 12 | $6.99K | 0.00% | +12 | New |
| Eukles Asset Management | 13 | $7.27K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 14 | $8.00K | 0.01% | −18−56.3% | Reduced |
| Nisa Investment Advisors, LLC | 15 | $8.42K | 0.00% | −164,500−100.0% | Reduced |
| Catherine Avery Investment Management LLC | 17 | $9.51K | 0.01% | +9+112.5% | Added |
| Capitol Family Office, Inc. | 17 | $9.51K | 0.01% | +17 | New |
| Gould Capital, LLC | 20 | $11.2K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 20 | $11.2K | 0.01% | +20 | New |
| Capco Asset Management, LLC | 22 | $12.3K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 23 | $12.9K | 0.00% | +23 | New |
| Holos Integrated Wealth LLC | 24 | $13.4K | 0.01% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 26 | $14.5K | 0.01% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 29 | $16.4K | 0.00% | +29 | New |
| Cypress Capital Management LLC (WY) | 30 | $16.8K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 31 | $17.1K | 0.01% | −2−6.1% | Reduced |
| Advantage Trust Co | 31 | $17.3K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 32 | $17.9K | 0.00% | −42−56.8% | Reduced |
| Fairscale Capital, LLC | 34 | $18.8K | 0.02% | +1+3.0% | Added |
| Wiser Advisor Group LLC | 35 | $19.6K | 0.03% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 38 | $21.0K | 0.01% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 39 | $21.8K | 0.02% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 50 | $28.0K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 55 | $30.8K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 58 | $32.4K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 190 | $32.6K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 59 | $33.1K | 1.89% | +7+13.5% | Added |
| Sherman Asset Management, Inc. | 60 | $33.6K | 0.03% | −1,740−96.7% | Reduced |
| CGC Financial Services, LLC | 60 | $33.6K | 0.01% | 00.0% | Unchanged |
| Investment Management Corp | 61 | $33.9K | 0.03% | +5+8.9% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 62 | $34.7K | 0.03% | +62 | New |
| Washington Growth Strategies LLC | 559 | $37.0K | 41.14% | +559 | New |
| Evergreen Private Wealth LLC | 68 | $38.0K | 0.02% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 68 | $38.2K | 0.02% | +68 | New |
| Vermillion & White Wealth Management Group, LLC | 78 | $43.6K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 80 | $44.8K | 0.04% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 82 | $45.9K | 0.04% | +41+100.0% | Added |
| MB, Levis & Associates, LLC | 83 | $46.4K | 0.02% | 00.0% | Unchanged |
| Luminist Capital LLC | 85 | $47.4K | 0.05% | +32+60.4% | Added |
| Copia Wealth Management | 85 | $47.5K | 0.04% | 00.0% | Unchanged |
| Hara Capital LLC | 85 | $47.5K | 0.03% | +85 | New |
| Curat Global, LLC | 85 | $47.5K | 0.06% | +85 | New |
| Loomis Sayles & Co L P | 85 | $48.0K | 0.00% | −154−64.4% | Reduced |
| New England Capital Financial Advisors LLC | 91 | $51.2K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 94 | $52.6K | 0.02% | −7−6.9% | Reduced |
| Tower Trust & Investment Co | 100 | $55.5K | 0.04% | +100 | New |
| Skylands Capital, LLC | 100 | $55.9K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 100 | $55.9K | 0.03% | +100 | New |
| Banque Transatlantique SA | 100 | $56.2K | 0.00% | −1,019−91.1% | Reduced |
| Dogwood Wealth Management LLC | 108 | $60.4K | 0.03% | −40−27.0% | Reduced |
| Arcadia Investment Advisors LLC | 111 | $62.0K | 0.03% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 115 | $64.3K | 0.01% | −62−35.0% | Reduced |
| Minot DeBlois Advisors LLC | 116 | $64.9K | 0.06% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 117 | $65.4K | 0.05% | 00.0% | Unchanged |
| Bank & Trust Co | 118 | $66.0K | 0.05% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 119 | $66.6K | 0.06% | +119 | New |
| Fairway Wealth LLC | 120 | $67.1K | 0.02% | 00.0% | Unchanged |
| Studio Investment Management LLC | 121 | $67.9K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 122 | $68.3K | 0.02% | −10−7.6% | Reduced |
| New Millennium Group LLC | 126 | $70.3K | 0.05% | −48−27.6% | Reduced |
| Stuart Chaussee & Associates, Inc. | 130 | $72.7K | 0.02% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 132 | $73.8K | 0.00% | −131,064−99.9% | Reduced |
| Atlantic Trust, LLC | 132 | $73.8K | 0.02% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 134 | $75.0K | 0.03% | +134 | New |
| Creekmur Asset Management LLC | 135 | $75.5K | 0.02% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 138 | $77.2K | 0.08% | −52−27.4% | Reduced |
| Birchbrook, Inc. | 144 | $80.3K | 0.05% | +1+0.7% | Added |
| Hoey Investments, Inc | 145 | $81.1K | 0.02% | −92−38.8% | Reduced |
| VELA Investment Management, LLC | 150 | $83.9K | 0.03% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 150 | $83.9K | 0.00% | −18,250−99.2% | Reduced |
| Robbins Farley LLC | 151 | $84.5K | 0.04% | +1+0.7% | Added |
| Nalls Sherbakoff Group, LLC | 151 | $84.6K | 0.07% | +151 | New |
| Putney Financial Group LLC | 152 | $85.0K | 0.09% | −6−3.8% | Reduced |
| BancFirst Trust & Investment Management | 160 | $88.9K | 0.04% | −1,741−91.6% | Reduced |
| Cloud Capital Management, LLC | 159 | $89.0K | 0.06% | +159 | New |
| Thompson Investment Management, Inc. | 160 | $89.5K | 0.01% | −163−50.5% | Reduced |
| First Community Trust NA | 162 | $90.6K | 0.08% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 166 | $92.9K | 0.07% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 167 | $93.8K | 0.00% | −427−71.9% | Reduced |
| Perkins Coie Trust Co | 169 | $94.5K | 0.02% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 173 | $96.8K | 0.03% | +21+13.8% | Added |
| Citizens National Bank Trust Department | 178 | $99.6K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 179 | $100.0K | 0.05% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 184 | $102.9K | 0.09% | −9−4.7% | Reduced |
| McClarren Financial Advisors, Inc. | 559 | $107.0K | 0.07% | +367+191.1% | Added |
| Family CFO Inc | 192 | $107.4K | 0.06% | 00.0% | Unchanged |
| Kentucky Trust Co | 192 | $107.4K | 0.06% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 72 | $107.4K | 0.06% | −118−62.1% | Reduced |
| Greenline Partners, LLC | 194 | $108.8K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 195 | $109.1K | 0.03% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 199 | $111.3K | 0.05% | +199 | New |
| Advisors Preferred, LLC | 200 | $112.2K | 0.02% | −182,733−99.9% | Reduced |