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 |
|---|---|---|---|---|---|
| Cambridge Capital Management, LLC | 2,629 | $1.47M | 0.93% | −10.0% | Reduced |
| Bourgeon Capital Management LLC | 2,631 | $1.47M | 0.32% | −131−4.7% | Reduced |
| SkyOak Wealth, LLC | 2,632 | $1.47M | 0.32% | +98+3.9% | Added |
| Addenda Capital Inc. | 2,628 | $1.47M | 0.05% | −150−5.4% | Reduced |
| Granite Bay Wealth Management, LLC | 2,637 | $1.48M | 0.51% | +457+21.0% | Added |
| Darden Wealth Group Inc | 2,637 | $1.48M | 1.14% | −24−0.9% | Reduced |
| Balentine LLC | 2,645 | $1.48M | 0.06% | +948+55.9% | Added |
| Tobias Financial Advisors, Inc. | 2,651 | $1.48M | 0.29% | +2,651 | New |
| Davidson Kahn Capital Management, LLC | 2,652 | $1.48M | 1.15% | +129+5.1% | Added |
| Clarity Financial LLC | 2,653 | $1.48M | 0.17% | −6,718−71.7% | Reduced |
| Aire Advisors, LLC | 2,655 | $1.49M | 0.31% | −540−16.9% | Reduced |
| Occidental Asset Management, LLC | 2,655 | $1.49M | 0.22% | −112−4.0% | Reduced |
| Westbourne Investments, Inc. | 2,656 | $1.49M | 0.90% | −67−2.5% | Reduced |
| SS&H Financial Advisors, Inc. | 2,656 | $1.49M | 0.55% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,658 | $1.49M | 0.13% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 2,661 | $1.49M | 1.06% | +2,661 | New |
| Clearwater Capital Advisors, LLC | 2,662 | $1.49M | 0.14% | +133+5.3% | Added |
| Cape Ann Savings Bank | 2,664 | $1.49M | 0.93% | −30−1.1% | Reduced |
| Beta Wealth Group, Inc. | 2,669 | $1.49M | 0.54% | −235−8.1% | Reduced |
| Dearborn Partners LLC | 2,671 | $1.49M | 0.07% | −868−24.5% | Reduced |
| Wealthcare Capital Partners, LLC | 2,676 | $1.50M | 0.77% | +131+5.1% | Added |
| Old Mission Investment Co LLC | 2,676 | $1.50M | 0.45% | −332−11.0% | Reduced |
| Riverstone Advisors, LLC | 2,677 | $1.50M | 0.90% | −50−1.8% | Reduced |
| Proathlete Wealth Management LLC | 2,675 | $1.50M | 0.55% | +7+0.3% | Added |
| Seros Financial, LLC | 2,679 | $1.50M | 1.12% | −778−22.5% | Reduced |
| Dodds Wealth, LLC | 2,681 | $1.50M | 0.49% | +2,078+344.6% | Added |
| Financial Council Asset Management Inc | 2,682 | $1.50M | 0.81% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 2,683 | $1.50M | 0.25% | −350−11.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,685 | $1.50M | 0.53% | −655−19.6% | Reduced |
| Pathway Financial Advisers, LLC | 2,687 | $1.50M | 0.52% | +437+19.4% | Added |
| Quartz Partners, LLC | 2,688 | $1.50M | 0.91% | +25+0.9% | Added |
| Fulton Bank, N.A. | 2,691 | $1.51M | 0.06% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 2,692 | $1.51M | 1.39% | −3,842−58.8% | Reduced |
| Lee Danner & Bass Inc | 2,697 | $1.51M | 0.12% | +49+1.9% | Added |
| Atwood & Palmer Inc | 2,699 | $1.51M | 0.10% | +453+20.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,704 | $1.51M | 0.46% | −60−2.2% | Reduced |
| MSH Capital Advisors LLC | 2,704 | $1.51M | 0.47% | −116−4.1% | Reduced |
| Fullerton Fund Management Co Ltd. | 2,705 | $1.51M | 0.10% | −16,397−85.8% | Reduced |
| EPG Wealth Management LLC | 2,705 | $1.51M | 0.42% | +205+8.2% | Added |
| Peninsula Asset Management Inc | 2,710 | $1.52M | 0.84% | −405−13.0% | Reduced |
| Whalen Wealth Management Inc. | 2,710 | $1.52M | 1.01% | +1,051+63.4% | Added |
| May Hill Capital, LLC | 2,712 | $1.52M | 0.57% | +120+4.6% | Added |
| American Financial Advisors, LLC | 2,714 | $1.52M | 0.22% | +159+6.2% | Added |
| Grant/GrossMendelsohn, LLC | 2,763 | $1.52M | 0.85% | −221−7.4% | Reduced |
| Ayrshire Capital Management LLC | 2,723 | $1.52M | 0.74% | −269−9.0% | Reduced |
| Somerset Group LLC | 2,736 | $1.53M | 1.39% | 00.0% | Unchanged |
| Forefront Analytics, LLC | 2,737 | $1.53M | 1.76% | +9+0.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 2,738 | $1.54M | 0.68% | +183+7.2% | Added |
| Legacy Financial Group LLC | 2,753 | $1.54M | 0.24% | −127−4.4% | Reduced |
| Front Row Advisors LLC | 2,746 | $1.54M | 0.59% | −58−2.1% | Reduced |
| Philadelphia Trust Co | 2,761 | $1.54M | 0.13% | −26−0.9% | Reduced |
| Elm Partners Management LLC | 2,765 | $1.55M | 0.10% | +949+52.3% | Added |
| Disciplined Investors, L.L.C. | 2,767 | $1.55M | 1.40% | −195−6.6% | Reduced |
| LexAurum Advisors, LLC | 2,772 | $1.55M | 0.30% | +22+0.8% | Added |
| Canoe Financial LP | 1,250 | $1.55M | 0.02% | −1,095−46.7% | Reduced |
| D.B. Root & Company, LLC | 2,782 | $1.56M | 0.50% | −7−0.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,783 | $1.56M | 0.39% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 2,787 | $1.56M | 0.35% | +274+10.9% | Added |
| DSG Capital Advisors, LLC | 2,787 | $1.56M | 0.31% | −146−5.0% | Reduced |
| Heritage Financial Services, LLC | 2,789 | $1.56M | 0.15% | +144+5.4% | Added |
| Citizens & Northern Corp | 2,793 | $1.56M | 0.44% | −78−2.7% | Reduced |
| NCP Inc. | 2,793 | $1.56M | 2.11% | +28+1.0% | Added |
| Trail Ridge Investment Advisors, LLC | 2,796 | $1.56M | 0.81% | −931−25.0% | Reduced |
| Old Port Advisors | 2,797 | $1.56M | 0.46% | +26+0.9% | Added |
| Warburton Capital Management, LLC | 2,798 | $1.56M | 1.13% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 2,917 | $1.57M | 0.23% | −384,399−99.2% | Reduced |
| Coastal Investment Advisors, Inc. | 2,803 | $1.57M | 0.71% | −241−7.9% | Reduced |
| Metis Global Partners, LLC | 2,806 | $1.57M | 0.04% | −1,336−32.3% | Reduced |
| Accredited Investor Services, LLC | 2,806 | $1.57M | 1.31% | +530+23.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 2,808 | $1.57M | 0.58% | +1,202+74.8% | Added |
| Palo Alto Wealth Advisors, LLC | 2,685 | $1.58M | 0.61% | −60−2.2% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 2,816 | $1.58M | 1.07% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 2,817 | $1.58M | 0.06% | −448−13.7% | Reduced |
| Cowa, LLC | 2,819 | $1.58M | 0.67% | −90−3.1% | Reduced |
| Core Wealth Advisors, Inc. | 2,820 | $1.58M | 0.50% | −10.0% | Reduced |
| Summit Investment Advisory Services, LLC | 2,824 | $1.58M | 0.77% | −49−1.7% | Reduced |
| High Probability Advisors, LLC | 2,825 | $1.58M | 0.26% | −10.0% | Reduced |
| Index Fund Advisors, Inc. | 2,829 | $1.58M | 0.10% | +23+0.8% | Added |
| Legacy Financial Advisors, Inc. | 2,829 | $1.58M | 0.26% | +10+0.4% | Added |
| Beaton Management Co. Inc. | 2,830 | $1.58M | 0.82% | −159−5.3% | Reduced |
| Trinity Legacy Partners, LLC | 2,698 | $1.58M | 0.40% | −5,924−68.7% | Reduced |
| Lantz Financial LLC | 2,831 | $1.58M | 0.43% | +92+3.4% | Added |
| BlackDiamond Wealth Management Inc. | 2,807 | $1.58M | 1.07% | −31−1.1% | Reduced |
| Narus Financial Partners, LLC | 2,836 | $1.59M | 0.54% | +264+10.3% | Added |
| TFC Financial Management | 2,837 | $1.59M | 0.24% | −195−6.4% | Reduced |
| Shelton Capital Management | 2,838 | $1.59M | 0.04% | +242+9.3% | Added |
| Able Wealth Management LLC | 2,838 | $1.59M | 0.94% | +236+9.1% | Added |
| Bravias Capital Group, LLC | 2,839 | $1.59M | 1.29% | +170+6.4% | Added |
| Payne Capital Management, LLC | 2,840 | $1.59M | 0.68% | +782+38.0% | Added |
| Claret Asset Management Corp | – | $1.59M | 0.23% | – | – |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,846 | $1.59M | 0.00% | −54,959−95.1% | Reduced |
| Cannon Financial Strategists, Inc. | 2,846 | $1.59M | 0.27% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 2,862 | $1.60M | 1.64% | −3,651−56.1% | Reduced |
| JGP Wealth Management, LLC | 2,863 | $1.60M | 0.21% | +101+3.7% | Added |
| Community Financial Services Group, LLC | 2,868 | $1.60M | 0.35% | −298−9.4% | Reduced |
| Investment Advisory Services Inc | 2,874 | $1.61M | 0.58% | −112−3.8% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,874 | $1.61M | 0.17% | +2,077+260.6% | Added |
| Prospect Financial Services LLC | 2,877 | $1.61M | 0.89% | +597+26.2% | Added |
| Valtinson Bruner Financial Planning LLC | 2,879 | $1.61M | 0.54% | +199+7.4% | Added |
| Frisch Financial Group, Inc. | 2,873 | $1.61M | 0.45% | +3+0.1% | Added |