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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Hurlow Wealth Management Group, Inc. | 1,537 | $859.5K | 0.27% | +350+29.5% | Added |
| Rogco, LP | 1,537 | $859.8K | 0.34% | +217+16.4% | Added |
| Beck Mack & Oliver LLC | 1,541 | $862.0K | 0.02% | +854+124.3% | Added |
| Windsor Advisory Group, LLC | 1,542 | $862.6K | 1.11% | +234+17.9% | Added |
| PFG Private Wealth Management, LLC | 1,545 | $864.3K | 0.47% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,546 | $864.8K | 0.18% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 1,548 | $865.9K | 0.75% | −62−3.9% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,548 | $866.0K | 0.31% | +1+0.1% | Added |
| Kidder Stephen W | 1,550 | $867.1K | 0.27% | −80−4.9% | Reduced |
| Noble Wealth Management PBC | 1,550 | $867.1K | 0.59% | −55−3.4% | Reduced |
| Argentarii, LLC | 1,553 | $868.7K | 0.43% | +15+1.0% | Added |
| Birchcreek Wealth Management, LLC | 1,556 | $870.6K | 0.55% | 00.0% | Unchanged |
| Eagle Bluffs Wealth Management LLC | 1,554 | $871.9K | 0.46% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 1,560 | $872.7K | 0.11% | −1,465−48.4% | Reduced |
| Seaside Wealth Management, Inc. | 1,565 | $875.3K | 0.31% | −88−5.3% | Reduced |
| AJ Advisors, LLC | 1,572 | $879.2K | 0.45% | +5+0.3% | Added |
| Lee Johnson Capital Management, LLC | 1,572 | $879.4K | 0.47% | +616+64.4% | Added |
| Dentgroup LLC | 1,577 | $882.3K | 0.66% | −35−2.2% | Reduced |
| GFG Capital, LLC | 8,915 | $882.8K | 0.27% | +7,951+824.8% | Added |
| TCFG Wealth Management, LLC | 1,581 | $884.6K | 0.44% | −280−15.0% | Reduced |
| Concord Wealth Partners | 1,582 | $884.9K | 0.15% | +1+0.1% | Added |
| Strategic Financial Services, Inc, | 1,582 | $885.1K | 0.05% | −46−2.8% | Reduced |
| Base Wealth Management LLC | 1,583 | $885.4K | 0.67% | +1,583 | New |
| Morris Retirement Advisors, LLC | 1,583 | $885.6K | 0.47% | −15−0.9% | Reduced |
| Poinciana Advisors Group, LLC | 1,583 | $885.7K | 0.92% | 00.0% | Unchanged |
| Vestia Personal Wealth Advisors | 1,584 | $886.3K | 0.70% | −80−4.8% | Reduced |
| North Berkeley Wealth Management, LLC | 1,587 | $887.9K | 0.92% | −334−17.4% | Reduced |
| Quantum Private Wealth, LLC | 1,590 | $889.2K | 0.34% | −2,774−63.6% | Reduced |
| Alamar Capital Management, LLC | 1,587 | $890.3K | 0.53% | 00.0% | Unchanged |
| TFB Advisors LLC | 1,596 | $892.6K | 0.26% | −43−2.6% | Reduced |
| Smartleaf Asset Management LLC | 1,613 | $896.5K | 0.09% | −107−6.2% | Reduced |
| QTR Family Wealth, LLC | 1,604 | $897.1K | 0.68% | +1,604 | New |
| PAX Financial Group, LLC | 1,604 | $897.3K | 0.16% | +97+6.4% | Added |
| Marotta Asset Management | 1,566 | $898.4K | 0.18% | +385+32.6% | Added |
| Vermillion Wealth Management, Inc. | 1,606 | $898.6K | 0.26% | −219−12.0% | Reduced |
| GLOBALT Investments LLC | 1,607 | $898.9K | 0.04% | +661+69.9% | Added |
| Acute Investment Advisory, LLC | 1,608 | $899.5K | 4.52% | −6,339−79.8% | Reduced |
| Brueske Advisory Services, LLC | 1,609 | $900.1K | 0.85% | 00.0% | Unchanged |
| MWA Asset Management | 1,609 | $900.1K | 0.62% | +514+46.9% | Added |
| LS Investment Advisors, LLC | 1,613 | $902.2K | 0.14% | +5+0.3% | Added |
| Capital Advantage, Inc. | 1,541 | $903.1K | 0.16% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 1,616 | $904.2K | 0.18% | +59+3.8% | Added |
| Clear Street Derivatives LLC | 1,620 | $906.2K | 0.02% | −25,036−93.9% | Reduced |
| Legacy Financial Group, Inc. | 1,621 | $906.9K | 0.29% | −2−0.1% | Reduced |
| Collaborative Wealth Managment Inc. | 1,623 | $907.8K | 0.42% | +562+53.0% | Added |
| Camden National Bank | 1,624 | $908.4K | 0.13% | +124+8.3% | Added |
| WJ Wealth Management, LLC | 1,626 | $909.3K | 0.32% | −172−9.6% | Reduced |
| 626 Financial, LLC | 1,627 | $910.1K | 0.47% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,628 | $910.5K | 0.37% | −65−3.8% | Reduced |
| West Michigan Advisors, LLC | 1,623 | $910.8K | 0.30% | −54−3.2% | Reduced |
| Fortress Wealth Management, Inc. | 1,630 | $912.0K | 0.47% | −21−1.3% | Reduced |
| Corundum Trust Company, INC | 1,631 | $912.4K | 2.63% | +969+146.4% | Added |
| Signet Investment Advisory Group, Inc. | 1,632 | $912.9K | 0.46% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,636 | $915.2K | 0.58% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,636 | $915.4K | 0.36% | −13−0.8% | Reduced |
| Infinity Wealth Counsel, LLC | 1,638 | $916.3K | 0.99% | −25−1.5% | Reduced |
| Leslie Global Wealth, LLC | 1,639 | $916.8K | 0.45% | +747+83.7% | Added |
| Heritage Investors Management Corp | 1,644 | $920.0K | 0.03% | −116−6.6% | Reduced |
| VSM Wealth Advisory, LLC | 1,645 | $920.1K | 0.33% | +33+2.0% | Added |
| Unison Asset Management LLC | 1,645 | $920.2K | 0.54% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 1,635 | $921.1K | 0.11% | +1,635 | New |
| Wilkins Investment Counsel Inc | 1,647 | $921.3K | 0.13% | +551+50.3% | Added |
| Bank of Jackson Hole Trust | 1,552 | $922.2K | 0.60% | −54−3.4% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 1,653 | $924.0K | 0.44% | −89−5.1% | Reduced |
| CTC Alternative Strategies, Ltd. | 1,652 | $924.1K | 1.13% | −5,500−76.9% | Reduced |
| Solidarilty Wealth, LLC | 1,648 | $925.0K | 0.23% | +115+7.5% | Added |
| Capital Counsel LLC | 1,658 | $927.5K | 0.04% | −130−7.3% | Reduced |
| ONE Advisory Partners, LLC | 1,659 | $928.0K | 0.40% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 1,661 | $932.0K | 0.12% | +947+132.6% | Added |
| Arq Wealth Advisors, LLC | 1,668 | $933.3K | 0.35% | −7−0.4% | Reduced |
| J. L. Bainbridge & Co., Inc. | 1,670 | $934.3K | 0.09% | −4−0.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,671 | $934.7K | 0.08% | +100+6.4% | Added |
| PrairieView Partners, LLC | 1,675 | $936.0K | 0.10% | −174−9.4% | Reduced |
| McDonough Capital Management, Inc | 1,675 | $937.0K | 0.61% | +9+0.5% | Added |
| Powers Advisory Group, LLC | 1,676 | $937.5K | 0.45% | −27−1.6% | Reduced |
| Shakespeare Wealth Management, Inc. | 1,678 | $938.6K | 0.25% | +1,678 | New |
| Brooklyn FI, LLC | 1,679 | $939.3K | 0.29% | −810−32.5% | Reduced |
| Providence Capital Advisors, LLC | 1,680 | $940.3K | 0.20% | 00.0% | Unchanged |
| Amara Financial, LLC. | 1,681 | $940.5K | 0.87% | +5+0.3% | Added |
| SPC Financial, Inc. | 1,685 | $942.6K | 0.08% | +253+17.7% | Added |
| Fairman Group, LLC | 1,572 | $943.4K | 0.86% | −32−2.0% | Reduced |
| Kodai Capital Management LP | 1,688 | $944.3K | 0.04% | +1,688 | New |
| Live Oak Private Wealth LLC | 1,698 | $949.9K | 0.15% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 1,700 | $951.1K | 0.09% | +12+0.7% | Added |
| Jessup Wealth Management, Inc | 1,703 | $952.4K | 0.40% | +17+1.0% | Added |
| Syntegra Private Wealth Group, LLC | 1,704 | $953.3K | 0.11% | −70−3.9% | Reduced |
| Parker Financial LLC | 1,705 | $953.8K | 0.46% | −648−27.5% | Reduced |
| Prospect Financial Group LLC | 1,706 | $954.3K | 1.22% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 1,709 | $956.0K | 0.82% | −24−1.4% | Reduced |
| DKM Wealth Management, Inc. | 1,711 | $956.9K | 0.93% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 1,711 | $957.0K | 0.53% | +525+44.3% | Added |
| Intellus Advisors LLC | 1,713 | $958.2K | 0.17% | −92−5.1% | Reduced |
| Lionsbridge Wealth Management LLC | 1,716 | $959.9K | 0.85% | −651−27.5% | Reduced |
| Victory Financial Group, LLC | 1,715 | $960.0K | 0.18% | +187+12.2% | Added |
| Trellis Wealth Advisors LLC | 1,719 | $961.6K | 0.47% | +1,163+209.2% | Added |
| Rise Advisors, LLC | 1,722 | $963.1K | 0.43% | +432+33.5% | Added |
| Passive Capital Management, LLC. | 1,723 | $963.8K | 0.31% | 00.0% | Unchanged |
| Marathon Capital Management | 1,727 | $966.1K | 0.26% | −97−5.3% | Reduced |
| MAS Advisors LLC | 1,730 | $967.7K | 1.49% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,731 | $968.1K | 0.10% | −137−7.3% | Reduced |