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 |
|---|---|---|---|---|---|
| Visionary Horizons, LLC | 1,734 | $970.0K | 0.68% | +45+2.7% | Added |
| Fiduciary Group LLC | 1,735 | $970.3K | 0.10% | −473−21.4% | Reduced |
| Campbell Newman Asset Management Inc | 1,737 | $971.7K | 0.08% | +1,737 | New |
| Bellevue Asset Management, LLC | 1,738 | $972.7K | 0.53% | −107−5.8% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,740 | $973.7K | 0.23% | +314+22.0% | Added |
| Blue Rock Wealth Management LLC | 1,747 | $977.3K | 0.83% | +91+5.5% | Added |
| Diversified Investment Strategies, LLC | 1,749 | $978.4K | 0.66% | +65+3.9% | Added |
| Sendero Wealth Management, LLC | 1,753 | $980.5K | 0.14% | 00.0% | Unchanged |
| Compass Financial Services Inc | 1,755 | $981.6K | 0.52% | +152+9.5% | Added |
| Smart Money Group LLC | 1,755 | $981.9K | 0.33% | −11,886−87.1% | Reduced |
| Wescott Financial Advisory Group, LLC | 1,755 | $981.9K | 0.10% | −95−5.1% | Reduced |
| Iyo Bank, Ltd. | 1,762 | $986.0K | 0.32% | +1,762 | New |
| Grey Fox Wealth Advisors, LLC | 1,758 | $986.6K | 0.26% | −128−6.8% | Reduced |
| HTG Investment Advisors, Inc. | 1,767 | $988.4K | 0.41% | +19+1.1% | Added |
| Ethic Inc. | 1,762 | $988.5K | 0.02% | +190+12.1% | Added |
| Capstone Wealth Management Group LLC | 1,768 | $989.0K | 0.79% | −35−1.9% | Reduced |
| Intergy Private Wealth, LLC | 1,769 | $989.6K | 0.38% | +85+5.0% | Added |
| Nomura Asset Management Co Ltd | 1,777 | $994.0K | 0.00% | −1,520−46.1% | Reduced |
| Hollow Brook Wealth Management LLC | 1,781 | $996.3K | 0.29% | −84−4.5% | Reduced |
| Kirtland Hills Capital Management, LLC | 1,895 | $997.4K | 0.61% | +5+0.3% | Added |
| CacheTech Inc. | 1,790 | $1.00M | 0.20% | −2−0.1% | Reduced |
| Clark Asset Management, LLC | 1,794 | $1.00M | 0.17% | +1,176+190.3% | Added |
| Vista Investment Management | 1,794 | $1.00M | 0.39% | 00.0% | Unchanged |
| CKW Financial Group | 1,796 | $1.01M | 0.13% | +1,025+132.9% | Added |
| Finley Financial, LLC | 1,820 | $1.01M | 0.56% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,806 | $1.01M | 0.15% | −412−18.6% | Reduced |
| Canvas Wealth Advisors, LLC | 1,917 | $1.01M | 0.26% | +715+59.5% | Added |
| Theory Financial LLC | 1,807 | $1.01M | 0.43% | −178−9.0% | Reduced |
| SJS Investment Consulting Inc. | 1,809 | $1.01M | 0.17% | +524+40.8% | Added |
| Vicus Capital | 6,809 | $1.01M | 0.09% | −265−3.7% | Reduced |
| Palogic Value Management, L.P. | 1,812 | $1.01M | 0.45% | +1+0.1% | Added |
| Tran Capital Management, L.P. | 1,813 | $1.01M | 0.14% | −159−8.1% | Reduced |
| Souders Financial Advisors | 1,814 | $1.01M | 0.14% | −309−14.6% | Reduced |
| Valicenti Advisory Services Inc | 1,819 | $1.02M | 0.26% | −15−0.8% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 1,820 | $1.02M | 0.67% | 00.0% | Unchanged |
| IMS Capital Management | 1,823 | $1.02M | 0.51% | +34+1.9% | Added |
| Silver Oak Advisory Group, Inc. | 1,826 | $1.02M | 0.54% | +3+0.2% | Added |
| RPG Investment Advisory, LLC | 1,828 | $1.02M | 0.07% | +914+100.0% | Added |
| Poplar Forest Capital LLC | 1,836 | $1.03M | 0.18% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 1,836 | $1.03M | 0.45% | +5+0.3% | Added |
| Orleans Capital Management Corp | 1,839 | $1.03M | 0.61% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,839 | $1.03M | 0.38% | +6+0.3% | Added |
| Vernal Point Advisors, LLC | 1,844 | $1.03M | 0.69% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 1,850 | $1.03M | 0.15% | −136−6.8% | Reduced |
| Garner Asset Management Corp | 1,850 | $1.03M | 0.45% | −1,505−44.9% | Reduced |
| Prosperitas Financial LLC | 1,859 | $1.04M | 0.54% | +162+9.5% | Added |
| Navalign, LLC | 1,862 | $1.04M | 0.30% | −97−5.0% | Reduced |
| Define Financial, LLC | 1,952 | $1.04M | 0.79% | −300−13.3% | Reduced |
| Ballast Advisors LLC | 1,863 | $1.04M | 0.33% | −197−9.6% | Reduced |
| Buckhead Capital Management LLC | 1,868 | $1.05M | 0.34% | +77+4.3% | Added |
| Richardson Financial Services Inc. | 1,869 | $1.05M | 0.80% | −391−17.3% | Reduced |
| Smith Thornton Advisors LLC | 1,873 | $1.05M | 0.65% | −2−0.1% | Reduced |
| DecisionMap Wealth Management, LLC | 1,873 | $1.05M | 0.80% | −8−0.4% | Reduced |
| Johnson & White Wealth Management, LLC | 1,874 | $1.05M | 0.59% | +1+0.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $1.05M | 0.69% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 1,877 | $1.05M | 0.77% | +3+0.2% | Added |
| Gallacher Capital Management LLC | 1,879 | $1.05M | 0.51% | −768−29.0% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 1,879 | $1.05M | 0.29% | +14+0.8% | Added |
| Myecfo, LLC | 1,889 | $1.06M | 0.56% | +39+2.1% | Added |
| Mascagni Wealth Management, Inc. | 1,891 | $1.06M | 1.05% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 1,895 | $1.06M | 1.14% | −94−4.7% | Reduced |
| Fca Corp | 1,896 | $1.06M | 0.34% | 00.0% | Unchanged |
| Red Tortoise LLC | 1,897 | $1.06M | 0.55% | −8−0.4% | Reduced |
| Scratch Capital LLC | 1,900 | $1.06M | 1.10% | 00.0% | Unchanged |
| Sassicaia Capital Advisers LLC | 1,900 | $1.06M | 3.85% | +1,900 | New |
| Spence Asset Management | 1,900 | $1.06M | 0.26% | −50,043−96.3% | Reduced |
| Burton Enright Welch | 1,902 | $1.06M | 0.22% | −29−1.5% | Reduced |
| United Community Bank | 1,902 | $1.06M | 0.40% | −70−3.5% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,902 | $1.06M | 0.89% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,904 | $1.07M | 0.40% | +1,077+130.2% | Added |
| Marion Wealth Management | 1,906 | $1.07M | 0.28% | +36+1.9% | Added |
| Core Wealth Partners LLC | 1,907 | $1.07M | 0.62% | −57−2.9% | Reduced |
| Bear Mountain Capital, Inc. | 1,926 | $1.07M | 0.41% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 1,910 | $1.07M | 0.61% | +205+12.0% | Added |
| Quotient Wealth Partners, LLC | 1,918 | $1.07M | 0.03% | +300+18.5% | Added |
| Kapstone Financial Advisors LLC | 1,926 | $1.08M | 0.61% | 00.0% | Unchanged |
| Landaas & Co | 1,930 | $1.08M | 0.30% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,929 | $1.08M | 0.15% | +64+3.4% | Added |
| Laurel Wealth Planning LLC | 1,933 | $1.08M | 0.72% | −180−8.5% | Reduced |
| Financial Advisory Corp | 1,936 | $1.08M | 0.18% | +26+1.4% | Added |
| Sterling Manor Financial, LLC | 1,940 | $1.09M | 0.78% | −54−2.7% | Reduced |
| Postrock Partners LLC | 1,941 | $1.09M | 0.54% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 1,943 | $1.09M | 0.59% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 1,946 | $1.09M | 0.43% | +113+6.2% | Added |
| Blackstone Group Inc. | 1,947 | $1.09M | 0.00% | +1,947 | New |
| Wealthspan Partners, LLC | 1,948 | $1.09M | 0.50% | −21−1.1% | Reduced |
| Trademark Financial Management, LLC | 1,951 | $1.09M | 0.83% | +46+2.4% | Added |
| Alerus Financial NA | 1,951 | $1.09M | 0.09% | 00.0% | Unchanged |
| Key Financial Inc | 1,953 | $1.09M | 0.24% | +292+17.6% | Added |
| Millstone Evans Group, LLC | 1,956 | $1.09M | 0.74% | +274+16.3% | Added |
| Precedent Wealth Partners, LLC | 1,957 | $1.09M | 0.30% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 1,960 | $1.10M | 0.44% | +1,363+228.3% | Added |
| Brooks, Moore & Associates, Inc. | 1,965 | $1.10M | 0.62% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 1,967 | $1.10M | 0.31% | +519+35.8% | Added |
| Independent Investors Inc | 1,972 | $1.10M | 0.23% | −117−5.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,975 | $1.10M | 0.83% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 1,993 | $1.11M | 0.53% | 00.0% | Unchanged |
| Haven Private, LLC | 1,994 | $1.12M | 0.63% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 1,997 | $1.12M | 0.30% | −74−3.6% | Reduced |
| Pennington Partners & Co., LLC | 1,991 | $1.12M | 0.64% | +712+55.7% | Added |