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 |
|---|---|---|---|---|---|
| Financial Alternatives, Inc | 1,341 | $749.9K | 0.53% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,342 | $750.7K | 0.10% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,342 | $750.7K | 0.09% | +3+0.2% | Added |
| Buffington Mohr McNeal | 1,343 | $751.3K | 0.15% | −815−37.8% | Reduced |
| Greenbush Financial Group, LLC | 1,345 | $752.2K | 0.37% | +5+0.4% | Added |
| Nicollet Investment Management, Inc. | 1,346 | $753.0K | 0.26% | −20−1.5% | Reduced |
| Seamount Financial Group Inc | 1,349 | $754.3K | 0.51% | +36+2.7% | Added |
| GoalVest Advisory LLC | 1,350 | $755.1K | 0.21% | −18−1.3% | Reduced |
| Great Oak Capital Partners, LLC | 1,301 | $756.4K | 0.25% | 00.0% | Unchanged |
| Syon Capital LLC | 1,354 | $757.3K | 0.06% | +1,354 | New |
| Center For Asset Management LLC | 1,355 | $757.9K | 0.46% | +35+2.7% | Added |
| Oak Harvest Investment Services | 1,356 | $758.5K | 0.11% | −598−30.6% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 1,363 | $762.4K | 0.57% | +5+0.4% | Added |
| Horizon Bancorp Inc | 1,369 | $766.0K | 0.43% | −1,939−58.6% | Reduced |
| Beacon Wealthcare LLC | 1,372 | $767.5K | 0.31% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 2,667 | $768.5K | 0.03% | +2,667 | New |
| True Link Financial Advisors, LLC | 1,375 | $769.0K | 0.06% | −1,090−44.2% | Reduced |
| Figure 8 Investment Strategies LLC | 1,375 | $769.2K | 0.81% | −1,000−42.1% | Reduced |
| Stack Financial Management, Inc | 1,378 | $770.8K | 0.06% | −237−14.7% | Reduced |
| Waterford Advisors, LLC | 1,380 | $772.0K | 0.32% | +552+66.7% | Added |
| Mattern Wealth Management LLC | 1,381 | $772.3K | 0.17% | +1+0.1% | Added |
| Paradigm Capital Management, LLC | 1,383 | $773.0K | 0.79% | −933−40.3% | Reduced |
| Constitution Capital LLC | 1,385 | $774.8K | 0.43% | +141+11.3% | Added |
| High Note Wealth, LLC | 1,385 | $774.8K | 0.19% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,386 | $775.2K | 0.44% | −488−26.0% | Reduced |
| RiverFront Investment Group, LLC | 1,386 | $775.3K | 0.02% | +33+2.4% | Added |
| Parkshore Wealth Management, Inc. | 1,388 | $776.2K | 0.45% | −13−0.9% | Reduced |
| SFM, LLC | 1,391 | $778.0K | 0.57% | +2+0.1% | Added |
| First Financial Corp | 1,391 | $778.1K | 0.38% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 1,391 | $778.1K | 0.27% | +138+11.0% | Added |
| Morling Financial Advisors, LLC | 1,392 | $778.6K | 0.27% | 00.0% | Unchanged |
| Mma Asset Management LLC | 1,394 | $779.4K | 0.33% | −53−3.7% | Reduced |
| Pennsylvania Capital Management Inc | 1,396 | $780.9K | 0.29% | −7−0.5% | Reduced |
| Carr Financial Group Corp | 1,396 | $781.0K | 0.26% | −11−0.8% | Reduced |
| Martin Capital Advisors, LLP | 1,397 | $781.5K | 0.56% | −180−11.4% | Reduced |
| David R. Rahn & Associates Inc. | 1,397 | $781.6K | 0.23% | −17−1.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,399 | $783.0K | 0.18% | +105+8.1% | Added |
| Stony Point Wealth Management Inc. | 1,400 | $783.4K | 0.33% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 1,405 | $786.0K | 0.15% | −613−30.4% | Reduced |
| Tru Independence Asset Management 2, LLC | 1,401 | $786.1K | 0.59% | +91+6.9% | Added |
| Planning Center, Inc. | 1,410 | $788.7K | 0.09% | +90+6.8% | Added |
| SMART Wealth LLC | 1,410 | $788.8K | 0.28% | +40+2.9% | Added |
| Washington Trust Bank | 1,412 | $789.9K | 0.08% | +133+10.4% | Added |
| Buttonwood Financial Advisors Inc. | 1,413 | $790.5K | 0.35% | 00.0% | Unchanged |
| Milestone Asset Management Group, LLC | 1,414 | $791.2K | 0.72% | +74+5.5% | Added |
| Code Waechter LLC | 1,415 | $792.0K | 0.65% | +327+30.1% | Added |
| LifeGuide Financial Advisors, LLC | 1,419 | $793.8K | 0.32% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 1,423 | $796.0K | 0.02% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 1,432 | $801.0K | 0.19% | −151−9.5% | Reduced |
| WealthCollab, LLC | 1,435 | $802.7K | 0.50% | 00.0% | Unchanged |
| Burk Holdings LLC | 1,436 | $803.0K | 0.61% | −33−2.2% | Reduced |
| Barlow Wealth Partners, Inc. | 1,460 | $804.1K | 0.11% | −35−2.3% | Reduced |
| HFG Wealth Management, LLC | 1,372 | $804.2K | 0.49% | +685+99.7% | Added |
| Rossby Financial, LCC | 1,462 | $805.0K | 0.35% | −99−6.3% | Reduced |
| Prepared Retirement Institute LLC | 1,441 | $805.9K | 0.51% | −62−4.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 1,443 | $807.1K | 0.60% | −115−7.4% | Reduced |
| Great Waters Wealth Management | 1,445 | $808.3K | 0.11% | +18+1.3% | Added |
| ORG Wealth Partners, LLC | 1,440 | $809.1K | 0.25% | +728+102.2% | Added |
| Polen Capital Management LLC | 1,448 | $809.8K | 0.00% | −8,091−84.8% | Reduced |
| Zuckerman Investment Group, LLC | 1,449 | $810.6K | 0.09% | +12+0.8% | Added |
| Landing Point Financial Group, LLC | 1,452 | $812.1K | 0.62% | −14−1.0% | Reduced |
| Tiemann Investment Advisors, LLC | 1,454 | $813.6K | 0.37% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 1,457 | $814.8K | 0.20% | −15−1.0% | Reduced |
| Integrated Investment Consultants, LLC | 288,476 | $816.6K | 0.16% | −163,308−36.1% | Reduced |
| HighMark Wealth Management LLC | 1,461 | $817.1K | 0.48% | +24+1.7% | Added |
| AAFCPAs Wealth Management, LLC | 1,461 | $817.3K | 0.44% | −100−6.4% | Reduced |
| AllSquare Wealth Management LLC | 1,464 | $818.9K | 0.49% | −10−0.7% | Reduced |
| Midwest Capital Advisors, LLC | 1,470 | $822.3K | 0.50% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,471 | $822.9K | 0.22% | +34+2.4% | Added |
| Cladis Investment Advisory, LLC | 1,474 | $824.5K | 0.60% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 1,477 | $826.2K | 0.02% | 00.0% | Unchanged |
| Monument Capital Management | 1,482 | $828.9K | 0.25% | +60+4.2% | Added |
| Encompass Wealth Advisors, LLC | 1,482 | $829.3K | 0.34% | −11−0.7% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,479 | $830.3K | 0.30% | −250−14.5% | Reduced |
| Nichols & Pratt Advisers LLP | 1,486 | $831.3K | 0.06% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 1,488 | $832.6K | 0.44% | +1+0.1% | Added |
| Family Capital Trust Co | 1,492 | $834.6K | 0.30% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 1,494 | $835.7K | 0.29% | −262−14.9% | Reduced |
| New Covenant Trust Company, N.A. | 1,505 | $836.3K | 0.88% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,428 | $836.9K | 0.27% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,499 | $838.5K | 0.18% | −250−14.3% | Reduced |
| Osprey Private Wealth LLC | 1,500 | $839.1K | 0.50% | 00.0% | Unchanged |
| Karpus Management, Inc. | 1,500 | $839.1K | 0.03% | +370+32.7% | Added |
| Aft, Forsyth & Company, Inc. | 1,502 | $840.2K | 0.45% | +13+0.9% | Added |
| Cim, LLC | 1,502 | $840.4K | 0.12% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 1,503 | $840.9K | 0.74% | −1−0.1% | Reduced |
| BKM Wealth Management, LLC | 1,513 | $846.6K | 0.35% | −60−3.8% | Reduced |
| Isthmus Partners, LLC | 1,514 | $846.9K | 0.11% | −4,011−72.6% | Reduced |
| Marquette Asset Management, LLC | 1,514 | $846.9K | 0.15% | −2−0.1% | Reduced |
| Allen Capital Group, LLC | 1,520 | $850.3K | 0.10% | +331+27.8% | Added |
| Fortitude Financial, LLC | 1,524 | $852.5K | 0.81% | −2−0.1% | Reduced |
| GHP Investment Advisors, Inc. | 1,526 | $853.6K | 0.04% | −8−0.5% | Reduced |
| Ruedi Wealth Management, Inc. | 1,527 | $854.3K | 0.27% | +1+0.1% | Added |
| Hurley Capital, LLC | 1,532 | $856.7K | 0.65% | +1,532 | New |
| GKV Capital Management Co., Inc. | 1,532 | $857.0K | 0.43% | −194−11.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,534 | $857.0K | 0.39% | +538+54.0% | Added |
| Horizon Investments, LLC | 1,533 | $857.5K | 0.03% | −104−6.4% | Reduced |
| Graney & King, LLC | 1,535 | $858.4K | 0.64% | −255−14.2% | Reduced |
| Sargent Investment Group, LLC | 1,536 | $859.2K | 0.14% | −62−3.9% | Reduced |
| Hilton Capital Management, LLC | 1,536 | $859.2K | 0.07% | 00.0% | Unchanged |