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 |
|---|---|---|---|---|---|
| Nova Wealth Management, Inc. | 1,196 | $668.8K | 0.58% | −45−3.6% | Reduced |
| Asset Planning Services Inc | 1,196 | $669.0K | 0.34% | −46−3.7% | Reduced |
| Intelligent Financial Strategies | 1,194 | $669.8K | 0.35% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 1,198 | $670.3K | 0.18% | +11+0.9% | Added |
| LVZ Advisors, Inc. | 1,200 | $671.3K | 0.09% | −4−0.3% | Reduced |
| Hilltop Partners LLC | 1,202 | $672.5K | 0.23% | −10−0.8% | Reduced |
| Next Level Wealth Planning, LLC | 1,203 | $672.9K | 0.51% | +1,203 | New |
| UMA Financial Services, Inc. | 1,204 | $673.6K | 0.12% | −104−8.0% | Reduced |
| Holistic Financial Partners | 1,206 | $674.9K | 0.33% | +14+1.2% | Added |
| Moseley Investment Management Inc | 1,210 | $676.8K | 0.26% | +65+5.7% | Added |
| Carrera Capital Advisors | 1,206 | $676.9K | 0.15% | −36−2.9% | Reduced |
| Silverlake Wealth Management LLC | 1,212 | $678.0K | 0.26% | +61+5.3% | Added |
| Comprehensive Money Management Services LLC | 1,212 | $678.0K | 0.55% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 1,213 | $678.5K | 0.31% | −35−2.8% | Reduced |
| Granite Harbor Advisors, Inc. | 1,213 | $678.5K | 0.36% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 1,213 | $678.9K | 0.17% | +96+8.6% | Added |
| Client 1st Advisory Group, LLC | 1,214 | $679.1K | 0.26% | +694+133.5% | Added |
| KFG Wealth Management, LLC | 1,216 | $680.0K | 0.12% | −14,572−92.3% | Reduced |
| Boothe Investment Group, Inc. | 1,219 | $681.9K | 0.31% | −14,288−92.1% | Reduced |
| jvl associates llc | 1,224 | $684.7K | 0.28% | −200−14.0% | Reduced |
| Ballast, Inc. | 1,226 | $685.8K | 0.19% | +12+1.0% | Added |
| Johnson Bixby & Associates, LLC | 1,228 | $686.7K | 0.10% | +714+138.9% | Added |
| San Luis Wealth Advisors LLC | 1,232 | $689.0K | 0.16% | −546−30.7% | Reduced |
| Heritage Wealth Management, Inc. | 1,233 | $689.7K | 0.59% | −103−7.7% | Reduced |
| Ewa, LLC | 1,236 | $691.6K | 0.26% | −10−0.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,237 | $691.7K | 0.02% | −1,442−53.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,238 | $692.5K | 0.65% | −110−8.2% | Reduced |
| Abbot Financial Management, Inc. | 1,239 | $693.1K | 0.36% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 1,239 | $693.1K | 0.09% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,240 | $694.0K | 0.14% | 00.0% | Unchanged |
| HT Partners LLC | 1,241 | $694.2K | 0.24% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 1,245 | $696.4K | 0.19% | +4+0.3% | Added |
| Piscataqua Savings Bank | 1,247 | $697.6K | 0.62% | +690+123.9% | Added |
| Steinberg Asset Management LLC | 1,248 | $698.1K | 0.57% | +220+21.4% | Added |
| Vista Investment Partners II, LLC | 1,249 | $698.5K | 0.39% | +62+5.2% | Added |
| Willow Creek Wealth Management Inc. | 1,248 | $698.6K | 0.07% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 1,250 | $699.0K | 0.80% | +1,250 | New |
| Sompo Asset Management Co., Ltd. | 1,250 | $699.2K | 0.13% | −100−7.4% | Reduced |
| Bryant Woods Investment Advisors, LLC | 1,251 | $699.8K | 0.34% | 00.0% | Unchanged |
| Mendel Money Management | 1,254 | $701.5K | 0.33% | +215+20.7% | Added |
| Fortis Capital Management LLC | 1,259 | $704.0K | 0.14% | −456−26.6% | Reduced |
| Long Road Investment Counsel, LLC | 1,259 | $704.3K | 0.27% | −1,355−51.8% | Reduced |
| Shufro Rose & Co LLC | 1,260 | $704.9K | 0.06% | +44+3.6% | Added |
| North Point Portfolio Managers Corp | 1,262 | $706.0K | 0.12% | +24+1.9% | Added |
| American Trust Investment Advisors, LLC | 1,267 | $708.7K | 0.30% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,269 | $709.9K | 0.30% | −120−8.6% | Reduced |
| Stegner Investment Associates Inc. | 1,270 | $710.3K | 0.50% | +2+0.2% | Added |
| Stanich Group LLC | 1,270 | $710.6K | 0.53% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 1,272 | $711.4K | 0.07% | −211−14.2% | Reduced |
| Prairie Sky Financial Group LLC | 1,276 | $713.7K | 0.42% | +8+0.6% | Added |
| Bright Futures Wealth Management, LLC. | 1,391 | $714.9K | 0.78% | −733−34.5% | Reduced |
| Commonwealth Retirement Investments LLC | 1,278 | $715.0K | 0.29% | −224−14.9% | Reduced |
| Innealta Capital, LLC | 1,279 | $715.5K | 0.39% | −131−9.3% | Reduced |
| Monarch Capital Management Inc | 1,277 | $716.5K | 0.20% | +10+0.8% | Added |
| TFG Advisers LLC | 1,281 | $716.6K | 0.26% | +3+0.2% | Added |
| Altus Wealth Group LLC | 1,281 | $716.7K | 0.34% | +13+1.0% | Added |
| Investment Partners, Ltd. | 1,283 | $717.5K | 0.30% | +1+0.1% | Added |
| First National Advisers, LLC | 1,283 | $717.7K | 0.11% | +740+136.3% | Added |
| William Mack & Associates, Inc. | 1,283 | $717.8K | 0.61% | +30+2.4% | Added |
| Valley Financial Group, Inc. | 1,284 | $718.2K | 0.48% | +22+1.7% | Added |
| Silver Lake Advisory, LLC | 1,284 | $718.5K | 0.31% | +3+0.2% | Added |
| C M Bidwell & Associates Ltd | 1,285 | $718.8K | 0.43% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,282 | $719.3K | 0.40% | −20−1.5% | Reduced |
| 17 Capital Partners, LLC | 1,286 | $719.4K | 0.46% | −1,428−52.6% | Reduced |
| Finer Wealth Management, Inc. | 1,287 | $719.8K | 0.43% | −117−8.3% | Reduced |
| Keystone Global Partners, LLC | 1,286 | $719.8K | 0.50% | +1,286 | New |
| 4J Wealth Management LLC | 1,287 | $719.9K | 0.57% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 1,287 | $719.9K | 0.30% | +28+2.2% | Added |
| Strategic Investment Advisors | 1,292 | $722.7K | 0.08% | −89−6.4% | Reduced |
| Cascade Investment Group, Inc. | 1,295 | $724.4K | 0.56% | 00.0% | Unchanged |
| Beacon Financial Group | 1,295 | $724.4K | 0.08% | −115−8.2% | Reduced |
| Wells Trecaso Financial Group, LLC | 1,297 | $725.5K | 0.24% | 00.0% | Unchanged |
| Apeiron RIA LLC | 1,297 | $725.5K | 0.22% | +65+5.3% | Added |
| D'Orazio & Associates, Inc. | 1,297 | $725.7K | 0.11% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,299 | $726.8K | 0.31% | +5+0.4% | Added |
| Vantage Financial Partners, LLC | 1,300 | $727.4K | 0.18% | −98−7.0% | Reduced |
| Drive Wealth Management, LLC | 1,297 | $727.6K | 0.17% | +6+0.5% | Added |
| Manuka Financial, LLC | 1,301 | $727.8K | 0.47% | 00.0% | Unchanged |
| Kraft Asset Management, LLC | 1,302 | $728.3K | 0.67% | −37−2.8% | Reduced |
| My Purposeful Wealth Corp. | 1,303 | $728.6K | 0.34% | −337−20.5% | Reduced |
| Left Brain Wealth Management, LLC | 1,306 | $730.6K | 0.32% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,307 | $731.1K | 0.12% | +1,307 | New |
| First National Bank | 1,307 | $731.1K | 0.47% | +63+5.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,310 | $732.8K | 0.40% | −735−35.9% | Reduced |
| Hiley Hunt Wealth Management | 1,308 | $733.7K | 0.40% | −762−36.8% | Reduced |
| Prosperity Wealth Management, Inc. | 1,313 | $734.5K | 0.35% | +600+84.2% | Added |
| Rothschild Capital Partners, LLC | 1,316 | $736.2K | 0.19% | +4+0.3% | Added |
| CVA Family Office, LLC | 1,318 | $737.0K | 0.11% | −170−11.4% | Reduced |
| GK Wealth Management LLC | 1,318 | $737.5K | 0.92% | +288+28.0% | Added |
| Cookson Peirce & Co Inc | 1,321 | $739.1K | 0.04% | +484+57.8% | Added |
| Oak Wealth Advisors LLC | 1,323 | $740.3K | 0.55% | −349−20.9% | Reduced |
| Grant Street Asset Management, Inc. | 1,324 | $740.4K | 0.18% | +90+7.3% | Added |
| L.K. Benson & Company, P.C. | 1,324 | $740.6K | 0.51% | 00.0% | Unchanged |
| Aufman Associates Inc | 1,326 | $741.8K | 0.51% | −29−2.1% | Reduced |
| Keb Asset Management, LLC | 1,328 | $743.0K | 0.21% | −3−0.2% | Reduced |
| Maxele Advisors, LLC | 1,328 | $743.0K | 0.72% | −66−4.7% | Reduced |
| Sound Financial Strategies Group, LLC | 1,329 | $743.4K | 0.66% | +526+65.5% | Added |
| Ted Buchan & Co | 1,329 | $743.5K | 0.35% | −217−14.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,333 | $745.7K | 0.58% | −25−1.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,337 | $747.9K | 0.01% | −133−9.0% | Reduced |