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 |
|---|---|---|---|---|---|
| Narwhal Capital Management | 1,997 | $1.12M | 0.10% | +51+2.6% | Added |
| Blackhawk Capital Partners LLC. | 1,998 | $1.12M | 0.58% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 1,999 | $1.12M | 0.12% | +130+7.0% | Added |
| Virginia Wealth Management Group, Inc. | 2,000 | $1.12M | 0.69% | 00.0% | Unchanged |
| Lam Group, Inc. | 2,000 | $1.12M | 0.82% | 00.0% | Unchanged |
| Doheny Asset Management | 2,000 | $1.12M | 0.88% | 00.0% | Unchanged |
| Arcadia Wealth Management, Inc. | 2,009 | $1.12M | 0.88% | +387+23.9% | Added |
| Kingstone Capital Partners Texas, LLC | 2,010 | $1.12M | 0.90% | −6−0.3% | Reduced |
| Revisor Wealth Management LLC | 2,004 | $1.12M | 0.50% | +1,502+299.2% | Added |
| Strid Group, LLC | 2,011 | $1.13M | 0.17% | −47−2.3% | Reduced |
| Cura Wealth Advisors, LLC | 2,016 | $1.13M | 0.46% | +16+0.8% | Added |
| Chapman Investment Management, LLC | 2,021 | $1.13M | 0.84% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 2,022 | $1.13M | 0.89% | +286+16.5% | Added |
| Lincoln Capital Corp | 2,024 | $1.13M | 0.47% | 00.0% | Unchanged |
| Net Worth Advisory Group | 2,032 | $1.14M | 0.36% | −4,450−68.7% | Reduced |
| Papp L Roy & Associates | 2,036 | $1.14M | 0.14% | −108−5.0% | Reduced |
| Centric Wealth Management | 2,037 | $1.14M | 0.30% | +89+4.6% | Added |
| Your Advocates Ltd., LLP | 2,041 | $1.14M | 0.44% | +29+1.4% | Added |
| One Charles Private Wealth Services, LLC | 2,043 | $1.14M | 0.37% | −8−0.4% | Reduced |
| Acorn Wealth Advisors, LLC | 2,049 | $1.15M | 0.48% | −61−2.9% | Reduced |
| Prossimo Advisors, LLC | 2,050 | $1.15M | 0.86% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 2,054 | $1.15M | 0.79% | −71−3.3% | Reduced |
| Clarus Group, Inc. | 2,056 | $1.15M | 0.45% | 00.0% | Unchanged |
| Ti-Trust, Inc | 2,057 | $1.15M | 0.76% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 2,061 | $1.15M | 0.62% | −8−0.4% | Reduced |
| Congress Park Capital LLC | 2,065 | $1.16M | 0.44% | −800−27.9% | Reduced |
| Marino, Stram & Associates LLC | 2,067 | $1.16M | 0.26% | +12+0.6% | Added |
| Family Office Research LLC | 2,068 | $1.16M | 0.56% | +7+0.3% | Added |
| Fidelity D & D Bancorp Inc | 2,069 | $1.16M | 0.76% | +187+9.9% | Added |
| WealthBridge Investment Counsel Inc. | 2,071 | $1.16M | 0.42% | −86−4.0% | Reduced |
| Heartwood Wealth Advisors LLC | 2,074 | $1.16M | 0.13% | −32−1.5% | Reduced |
| Retirement Investment Advisors, Inc. | 2,076 | $1.16M | 0.12% | −127−5.8% | Reduced |
| Courage Miller Partners, LLC | 2,078 | $1.16M | 0.39% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,084 | $1.17M | 0.32% | −40−1.9% | Reduced |
| Cutler Investment Counsel LLC | 2,083 | $1.17M | 0.14% | +102+5.1% | Added |
| Riverbend Wealth Management, LLC | 2,098 | $1.17M | 1.05% | +65+3.2% | Added |
| Convergence Financial, LLC | 2,099 | $1.17M | 0.23% | +111+5.6% | Added |
| Consilio Wealth Advisors, LLC | 2,100 | $1.17M | 0.49% | −148−6.6% | Reduced |
| Fortune Financial Advisors, LLC | 2,106 | $1.18M | 1.02% | −18−0.8% | Reduced |
| Yarger Wealth Strategies, LLC | 2,109 | $1.18M | 0.69% | +55+2.7% | Added |
| Horan Securities, Inc. | 2,110 | $1.18M | 0.45% | +7+0.3% | Added |
| Archer Investment Corp | 2,112 | $1.18M | 0.31% | −36−1.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 2,114 | $1.18M | 0.33% | +1,197+130.5% | Added |
| McGuire Investment Group, LLC | 2,121 | $1.19M | 0.18% | 00.0% | Unchanged |
| LifeGoal Wealth Advisors | 2,121 | $1.19M | 1.28% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 2,121 | $1.19M | 0.24% | −350−14.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,122 | $1.19M | 0.09% | +10.0% | Added |
| Alpha Financial Partners, LLC | 2,123 | $1.19M | 0.95% | 00.0% | Unchanged |
| Mission Financial Group, LLC | 1,826 | $1.19M | 1.10% | +1,826 | New |
| WESPAC Advisors, LLC | 2,124 | $1.19M | 0.97% | +1,578+289.0% | Added |
| Bank of Stockton | 2,133 | $1.19M | 0.38% | −379−15.1% | Reduced |
| Upper Left Wealth Management, LLC | 2,137 | $1.20M | 0.86% | −322−13.1% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,220 | $1.20M | 0.26% | −400−15.3% | Reduced |
| Rockline Wealth Management, LLC | 2,141 | $1.20M | 0.33% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2,143 | $1.20M | 0.42% | −1,468−40.7% | Reduced |
| SL Advisors, LLC | 2,144 | $1.20M | 2.10% | −7,825−78.5% | Reduced |
| Park Edge Advisors, LLC | 2,153 | $1.20M | 0.34% | +83+4.0% | Added |
| Kavar Capital Partners Group, LLC | 2,155 | $1.21M | 0.20% | −58−2.6% | Reduced |
| Vaughan & Co Securities, Inc. | 2,159 | $1.21M | 0.75% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 2,163 | $1.21M | 0.06% | −1,325−38.0% | Reduced |
| Penbrook Management LLC | 2,165 | $1.21M | 0.92% | −150−6.5% | Reduced |
| Gibbs Wealth Management | 2,171 | $1.21M | 0.29% | −1,529−41.3% | Reduced |
| Trust Co of Tennessee | 2,175 | $1.22M | 0.30% | −40−1.8% | Reduced |
| Bell Investment Advisors, Inc | 2,176 | $1.22M | 0.22% | −252−10.4% | Reduced |
| Main Street Research LLC | 2,172 | $1.22M | 0.08% | −159−6.8% | Reduced |
| WealthPLAN Partners, LLC | 2,180 | $1.22M | 0.17% | −1,200−35.5% | Reduced |
| MBA Advisors LLC | 2,181 | $1.22M | 0.60% | −10−0.5% | Reduced |
| FSA Advisors, Inc. | 2,182 | $1.22M | 0.97% | +1,068+95.9% | Added |
| Toth Financial Advisory Corp | 2,182 | $1.22M | 0.15% | −22−1.0% | Reduced |
| Friedenthal Financial | 2,189 | $1.22M | 0.73% | −261−10.7% | Reduced |
| Westwood Wealth Management | 2,191 | $1.23M | 0.53% | −85−3.7% | Reduced |
| Missouri Trust & Investment Co | 2,198 | $1.23M | 0.43% | −50−2.2% | Reduced |
| Sebold Capital Management, Inc. | 2,200 | $1.23M | 0.81% | +4+0.2% | Added |
| 3Chopt Investment Partners, LLC | 2,196 | $1.23M | 0.32% | +2,196 | New |
| Northwest Financial Advisors | 2,209 | $1.24M | 1.02% | +1,463+196.1% | Added |
| Wade Financial Advisory, Inc | 2,211 | $1.24M | 0.42% | 00.0% | Unchanged |
| Capital CS Group, LLC | 2,211 | $1.24M | 2.11% | +236+11.9% | Added |
| W.H. Cornerstone Investments Inc. | 2,212 | $1.24M | 0.85% | −50−2.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 2,212 | $1.24M | 0.23% | +24+1.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,218 | $1.24M | 0.01% | −1,714−43.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 2,324 | $1.24M | 0.10% | −9,843−80.9% | Reduced |
| Trevian Wealth Management LLC | 2,218 | $1.24M | 0.88% | +3+0.1% | Added |
| Am Investment Strategies LLC | 2,218 | $1.24M | 0.30% | +273+14.0% | Added |
| Nottingham Advisors, Inc. | 2,219 | $1.24M | 0.19% | −2,592−53.9% | Reduced |
| Toroso Investments, LLC | 2,220 | $1.24M | 0.01% | −15,495−87.5% | Reduced |
| Texas Bank & Trust Co | 2,221 | $1.24M | 0.53% | −164−6.9% | Reduced |
| Reuter James Wealth Management, LLC | 2,222 | $1.24M | 0.22% | +10.0% | Added |
| Asset Planning Corporation | 2,222 | $1.24M | 0.73% | +197+9.7% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 1,714 | $1.24M | 0.39% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 2,226 | $1.25M | 0.52% | +10.0% | Added |
| Capital Planning Advisors, LLC | 2,227 | $1.25M | 0.19% | 00.0% | Unchanged |
| Santori & Peters | 2,228 | $1.25M | 0.50% | −44−1.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,233 | $1.25M | 0.15% | +13+0.6% | Added |
| ESL Trust Services, LLC | 2,234 | $1.25M | 0.28% | −68−3.0% | Reduced |
| Gables Capital Management Inc. | 2,238 | $1.25M | 0.62% | +199+9.8% | Added |
| First Command Advisory Services, Inc. | 2,240 | $1.25M | 0.01% | +360+19.1% | Added |
| Gouws Capital LLC | 2,240 | $1.25M | 0.82% | +2,240 | New |
| Palouse Capital Management, Inc. | 2,247 | $1.26M | 0.86% | −483−17.7% | Reduced |
| Von Berge Wealth Management Group, LLC | 2,305 | $1.26M | 0.81% | +130+6.0% | Added |
| Stonehaven Wealth & Tax Solutions, LLC | 2,253 | $1.26M | 1.33% | +592+35.6% | Added |