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 |
|---|---|---|---|---|---|
| B.O.S.S. Retirement Advisors, LLC | 2,259 | $1.26M | 0.37% | −202−8.2% | Reduced |
| Parthenon LLC | 2,266 | $1.27M | 0.16% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2,267 | $1.27M | 0.28% | +2,267 | New |
| Formidable Asset Management, LLC | 2,272 | $1.27M | 0.21% | −182−7.4% | Reduced |
| ERn Financial, LLC | 2,278 | $1.27M | 0.20% | +304+15.4% | Added |
| Janney Capital Management LLC | 2,283 | $1.28M | 0.09% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 2,284 | $1.28M | 0.21% | +150+7.0% | Added |
| Westfuller Advisors, LLC | 2,297 | $1.29M | 0.86% | +38+1.7% | Added |
| Davis Capital Management | 2,307 | $1.29M | 1.03% | +15+0.7% | Added |
| EagleClaw Capital Managment, LLC | 2,310 | $1.29M | 0.20% | −88−3.7% | Reduced |
| Southeast Asset Advisors Inc. | 2,312 | $1.29M | 0.16% | +151+7.0% | Added |
| Leisure Capital Management | 2,313 | $1.29M | 0.53% | +7+0.3% | Added |
| Intellectus Partners, LLC | 2,313 | $1.30M | 0.32% | +35+1.5% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,323 | $1.30M | 0.04% | −72−3.0% | Reduced |
| Baring Financial LLC | 2,329 | $1.30M | 1.09% | −110−4.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,329 | $1.30M | 0.18% | 00.0% | Unchanged |
| Floyd Financial Group LLC | 2,333 | $1.31M | 1.18% | +271+13.1% | Added |
| Caitlin John, LLC | 2,336 | $1.31M | 1.28% | −143−5.8% | Reduced |
| Stonebridge Capital Advisors LLC | 2,343 | $1.31M | 0.11% | −363−13.4% | Reduced |
| Weatherly Asset Management L. P. | 2,339 | $1.31M | 0.12% | −10−0.4% | Reduced |
| Clarity Capital Partners LLC | 2,344 | $1.31M | 0.53% | −145−5.8% | Reduced |
| Green Square Capital Advisors LLC | 2,349 | $1.31M | 0.20% | +253+12.1% | Added |
| Impact Capital Partners LLC | 2,353 | $1.32M | 0.48% | −403−14.6% | Reduced |
| BluePath Capital Management, LLC | 2,358 | $1.32M | 1.37% | −2,196−48.2% | Reduced |
| Aspen Capital Management, LLC | 2,365 | $1.32M | 0.42% | +2,365 | New |
| CNB Bank | 2,368 | $1.32M | 0.67% | −21−0.9% | Reduced |
| Bruce G. Allen Investments, LLC | 2,369 | $1.33M | 1.05% | −189−7.4% | Reduced |
| Townsend Asset Management Corp | 2,369 | $1.33M | 0.51% | +65+2.8% | Added |
| Tanglewood Wealth Management, Inc. | 2,374 | $1.33M | 0.15% | −104−4.2% | Reduced |
| Guardian Asset Advisors, LLC | 2,379 | $1.33M | 0.87% | −420−15.0% | Reduced |
| Saxony Capital Management, LLC | 2,384 | $1.33M | 1.17% | −101−4.1% | Reduced |
| WoodTrust Financial Corp | 2,395 | $1.34M | 0.19% | −172−6.7% | Reduced |
| Cypress Asset Management Inc | 2,397 | $1.34M | 0.36% | +437+22.3% | Added |
| Quantum Financial Advisors, LLC | 2,418 | $1.35M | 0.20% | −1,880−43.7% | Reduced |
| Baker Boyer National Bank | 2,427 | $1.36M | 0.50% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 2,427 | $1.36M | 0.19% | +40+1.7% | Added |
| N.E.W. Advisory Services LLC | 2,437 | $1.36M | 0.10% | +196+8.7% | Added |
| Monetary Management Group Inc | 2,440 | $1.36M | 0.37% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 2,442 | $1.37M | 0.20% | +315+14.8% | Added |
| Bernard Wealth Management Corp. | 2,447 | $1.37M | 0.67% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 2,444 | $1.37M | 0.54% | +15+0.6% | Added |
| Midwest Financial Group LLC | 2,455 | $1.37M | 0.80% | −85−3.3% | Reduced |
| Matthew Goff Investment Advisor, LLC | 2,459 | $1.38M | 0.25% | 00.0% | Unchanged |
| Orcam Financial Group | 2,460 | $1.38M | 1.29% | +10.0% | Added |
| Monterey Private Wealth, Inc. | 2,467 | $1.38M | 0.41% | −111−4.3% | Reduced |
| Wealthstar Advisors, LLC | 2,474 | $1.38M | 0.63% | −30−1.2% | Reduced |
| Fundamentun, LLC | 2,476 | $1.39M | 0.07% | +705+39.8% | Added |
| Hemenway Trust Co LLC | 2,480 | $1.39M | 0.11% | −1,309−34.5% | Reduced |
| Alpha Omega Wealth Management LLC | 2,483 | $1.39M | 0.27% | +150+6.4% | Added |
| Ariadne Wealth Management, LP | 2,465 | $1.39M | 0.73% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 2,488 | $1.39M | 0.02% | +2,488 | New |
| Stonebrook Private Inc. | 2,492 | $1.39M | 0.36% | +1,506+152.7% | Added |
| Financial Security Advisor, Inc. | 2,493 | $1.39M | 0.35% | −749−23.1% | Reduced |
| Primoris Wealth Advisors, LLC | 2,500 | $1.40M | 1.08% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 2,502 | $1.40M | 1.17% | −301−10.7% | Reduced |
| Blodgett Wealth Advisors, LLC | 2,504 | $1.40M | 1.19% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 2,506 | $1.40M | 0.61% | +161+6.9% | Added |
| Crowley Wealth Management, Inc. | 2,509 | $1.40M | 1.34% | +2+0.1% | Added |
| Miramar Capital, LLC | 2,518 | $1.41M | 0.34% | −808−24.3% | Reduced |
| Gilman Hill Asset Management, LLC | 2,520 | $1.41M | 0.24% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 2,521 | $1.41M | 1.35% | +141+5.9% | Added |
| Dana Investment Advisors, Inc. | 2,522 | $1.41M | 0.05% | +110+4.6% | Added |
| Investment Advisory Group, LLC | 2,524 | $1.41M | 0.47% | +6+0.2% | Added |
| Wolff Wiese Magana LLC | 2,529 | $1.41M | 0.96% | −513−16.9% | Reduced |
| Sava Infond d.o.o. | 2,530 | $1.42M | 0.27% | +380+17.7% | Added |
| Snider Financial Group | 2,532 | $1.42M | 0.46% | +2,532 | New |
| American Capital Management Inc | 2,535 | $1.42M | 0.06% | −131−4.9% | Reduced |
| Hudson Value Partners, LLC | 2,540 | $1.42M | 0.53% | −127−4.8% | Reduced |
| Kuhn & Co Investment Counsel | 2,540 | $1.42M | 1.20% | +286+12.7% | Added |
| Sym Financial Corp | 2,541 | $1.42M | 0.18% | −661−20.6% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 2,542 | $1.42M | 2.36% | +90+3.7% | Added |
| Fingerlakes Wealth Management, Inc. | 2,544 | $1.42M | 1.21% | +188+8.0% | Added |
| Excalibur Management Corp | 2,545 | $1.42M | 0.56% | −17−0.7% | Reduced |
| Resources Management Corp | 2,547 | $1.43M | 0.20% | −40−1.5% | Reduced |
| Tranquility Partners, LLC | 2,552 | $1.43M | 0.55% | +3+0.1% | Added |
| Priebe Wealth Holdings LLC | 2,552 | $1.43M | 0.89% | −230−8.3% | Reduced |
| CORDA Investment Management, LLC. | 2,558 | $1.43M | 0.11% | −4−0.2% | Reduced |
| Guidance Capital, Inc | 2,526 | $1.43M | 0.44% | −60,873−96.0% | Reduced |
| Parkside Advisors LLC | 2,552 | $1.43M | 0.34% | −133−5.0% | Reduced |
| Strategies Wealth Advisors, LLC | 2,565 | $1.43M | 0.18% | −46−1.8% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 2,567 | $1.44M | 0.05% | −2,185−46.0% | Reduced |
| Empire Financial Management Company, LLC | 2,571 | $1.44M | 0.44% | −189−6.8% | Reduced |
| Sunpointe, LLC | 2,576 | $1.45M | 0.77% | 00.0% | Unchanged |
| Strategic Wealth Designers | 2,584 | $1.45M | 2.52% | −65,166−96.2% | Reduced |
| Talon Private Wealth, LLC | 2,527 | $1.45M | 0.19% | +726+40.3% | Added |
| RiverGlades Family Offices LLC | 2,590 | $1.45M | 1.04% | 00.0% | Unchanged |
| Natural Investments, LLC | 2,593 | $1.45M | 0.41% | +10+0.4% | Added |
| Wexford Capital LP | 2,596 | $1.45M | 0.38% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 2,597 | $1.45M | 0.41% | −73−2.7% | Reduced |
| Silverleafe Capital Partners, LLC | 2,600 | $1.45M | 0.50% | −6−0.2% | Reduced |
| JT Stratford LLC | 2,603 | $1.46M | 0.26% | −8−0.3% | Reduced |
| Tranquilli Financial Advisor LLC | 2,606 | $1.46M | 0.92% | −197−7.0% | Reduced |
| Triangle Securities Wealth Management | 2,609 | $1.46M | 0.38% | −138−5.0% | Reduced |
| Investors Asset Management of Georgia Inc | 2,610 | $1.46M | 0.74% | −16−0.6% | Reduced |
| Curio Wealth, LLC | 7 | $1.46M | 0.76% | −2,272−99.7% | Reduced |
| Crumly & Associates Inc. | 2,616 | $1.46M | 0.40% | +3+0.1% | Added |
| Independent Wealth Network Inc. | 2,618 | $1.46M | 0.58% | −16−0.6% | Reduced |
| BIP Alliance, LLC | 2,619 | $1.47M | 0.62% | +285+12.2% | Added |
| Navigation Wealth Management, Inc. | 2,626 | $1.47M | 2.24% | −127,742−98.0% | Reduced |
| Sterling Financial Planning, Inc. | 2,623 | $1.47M | 0.53% | 00.0% | Unchanged |