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 |
|---|---|---|---|---|---|
| Fortem Financial Group, LLC | 2,882 | $1.61M | 0.63% | +62+2.2% | Added |
| Bonfire Financial | 2,874 | $1.61M | 1.49% | +20+0.7% | Added |
| Promus Capital, LLC | 2,883 | $1.61M | 1.22% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 2,885 | $1.61M | 0.50% | 00.0% | Unchanged |
| MA Private Wealth | 2,887 | $1.61M | 0.30% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 2,890 | $1.62M | 0.22% | +61+2.2% | Added |
| Quarry LP | 2,893 | $1.62M | 0.42% | +2,893 | New |
| Princeton Global Asset Management LLC | 2,898 | $1.62M | 0.32% | +2,026+232.3% | Added |
| Hunter Perkins Capital Management, LLC | – | $1.62M | 0.38% | – | – |
| Hall Laurie J Trustee | 2,907 | $1.63M | 0.58% | −1,403−32.6% | Reduced |
| Vaughan David Investments LLC | 2,908 | $1.63M | 0.04% | +98+3.5% | Added |
| Sutton Place Investors LLC | 2,912 | $1.63M | 1.10% | +59+2.1% | Added |
| Consilium Wealth Advisory, LLC | 2,912 | $1.63M | 0.82% | +7+0.2% | Added |
| Exchange Bank | 2,915 | $1.63M | 1.32% | −6−0.2% | Reduced |
| Navellier & Associates Inc | 2,897 | $1.63M | 0.23% | −250−7.9% | Reduced |
| Newton One Investments LLC | 2,921 | $1.63M | 0.58% | −36−1.2% | Reduced |
| Meridian Financial, LLC | 2,921 | $1.63M | 1.15% | −34−1.2% | Reduced |
| Birch Hill Investment Advisors LLC | 2,921 | $1.63M | 0.08% | +19+0.7% | Added |
| Panoramic Capital Partners, LLC | 3,295 | $1.64M | 1.69% | −491−13.0% | Reduced |
| Asset Allocation Strategies LLC | 2,930 | $1.64M | 0.41% | −755−20.5% | Reduced |
| Lumbard & Kellner, LLC | 2,932 | $1.64M | 0.72% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3,067 | $1.64M | 0.39% | +1,514+97.5% | Added |
| Register Financial Advisors LLC | 2,939 | $1.64M | 0.86% | 00.0% | Unchanged |
| EMC Capital Management | 2,935 | $1.65M | 0.99% | −420−12.5% | Reduced |
| Everpar Advisors LLC | 2,943 | $1.65M | 0.87% | −947−24.3% | Reduced |
| Wingate Wealth Advisors, Inc. | 2,946 | $1.65M | 1.90% | −1,371−31.8% | Reduced |
| Wambolt & Associates, LLC | 2,942 | $1.65M | 0.56% | −260−8.1% | Reduced |
| Michael B. Yongue | 2,951 | $1.65M | 2.10% | −44−1.5% | Reduced |
| Clean Yield Group | 2,953 | $1.65M | 0.54% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 2,951 | $1.66M | 0.61% | −2,252−43.3% | Reduced |
| Awm Capital, LLC | 2,958 | $1.66M | 0.19% | +841+39.7% | Added |
| Taylor Financial Group, Inc. | 2,970 | $1.66M | 1.16% | −22−0.7% | Reduced |
| Prosperity Financial Group, Inc. | 2,971 | $1.66M | 0.83% | −103−3.4% | Reduced |
| Aventura Private Wealth, LLC | 2,971 | $1.66M | 0.87% | −258−8.0% | Reduced |
| Greystone Financial Group, LLC | 2,978 | $1.67M | 0.30% | −18−0.6% | Reduced |
| Cardinal Point Capital Management, ULC | 2,972 | $1.67M | 0.15% | +1,669+128.1% | Added |
| Strata Wealth Advisors, LLC | 2,980 | $1.67M | 0.52% | −1,338−31.0% | Reduced |
| Exchange Capital Management, Inc. | 2,986 | $1.67M | 0.27% | −42−1.4% | Reduced |
| CapWealth Advisors, LLC | 2,991 | $1.67M | 0.18% | +86+3.0% | Added |
| WMG Financial Advisors, LLC | 2,995 | $1.68M | 0.71% | −192−6.0% | Reduced |
| Lakeridge Wealth Management LLC | 2,995 | $1.68M | 0.84% | −515−14.7% | Reduced |
| Culbertson A N & Co Inc | 2,996 | $1.68M | 0.27% | +170+6.0% | Added |
| RPS Advisory Solutions LLC | 2,998 | $1.68M | 1.19% | −2,853−48.8% | Reduced |
| Nordwand Advisors, LLC | 3,000 | $1.68M | 0.63% | 00.0% | Unchanged |
| HITE Hedge Asset Management LLC | 3,000 | $1.68M | 0.10% | +3,000 | New |
| MYDA Advisors LLC | 3,000 | $1.68M | 0.60% | +3,000 | New |
| Hartree Partners, LP | 3,000 | $1.68M | 0.61% | +3,000 | New |
| Atlanta Consulting Group Advisors, LLC | 2,991 | $1.68M | 0.49% | +470+18.6% | Added |
| Fiduciary Family Office, LLC | 3,003 | $1.68M | 0.56% | +2,025+207.1% | Added |
| Geneva Partners, LLC | 3,005 | $1.68M | 0.87% | −237−7.3% | Reduced |
| Founders Financial Securities LLC | 3,069 | $1.69M | 0.14% | +447+17.0% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 3,040 | $1.70M | 0.48% | −7,587−71.4% | Reduced |
| Lokken Investment Group LLC | 3,045 | $1.70M | 0.72% | −721−19.1% | Reduced |
| Strategic Advisors LLC | 3,052 | $1.71M | 0.33% | −1,995−39.5% | Reduced |
| Medallion Wealth Advisors, LLC | 3,044 | $1.71M | 0.78% | +933+44.2% | Added |
| Gilliland Jeter Wealth Management LLC | 3,056 | $1.71M | 0.60% | +46+1.5% | Added |
| Cambridge Financial Group, LLC | 3,066 | $1.71M | 0.73% | +539+21.3% | Added |
| Chemistry Wealth Management LLC | 3,058 | $1.71M | 0.40% | +132+4.5% | Added |
| First PREMIER Bank | 3,059 | $1.71M | 0.43% | −60−1.9% | Reduced |
| Delta Asset Management LLC | 3,059 | $1.71M | 0.16% | −19−0.6% | Reduced |
| TrueWealth Financial Partners | 3,059 | $1.71M | 1.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 3,060 | $1.71M | 0.14% | −85−2.7% | Reduced |
| SK Wealth Management, LLC | 3,338 | $1.72M | 0.92% | +11+0.3% | Added |
| Financial Enhancement Group LLC | 3,254 | $1.72M | 0.27% | +1,553+91.3% | Added |
| CFS Investment Advisory Services, LLC | 3,079 | $1.72M | 0.15% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 3,091 | $1.73M | 0.53% | +115+3.9% | Added |
| Synergy Financial Management, LLC | 3,093 | $1.73M | 0.22% | −5,205−62.7% | Reduced |
| Ping Capital Management, Inc. | 3,100 | $1.73M | 1.16% | +700+29.2% | Added |
| Oak Thistle LLC | 3,100 | $1.73M | 0.35% | +3,100 | New |
| TigerOak Management, L.L.C. | 3,101 | $1.73M | 0.67% | +20+0.6% | Added |
| Manske Wealth Management | 3,110 | $1.74M | 0.66% | +274+9.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,110 | $1.74M | 0.14% | −1,224−28.2% | Reduced |
| TFR Capital, LLC. | 3,121 | $1.75M | 0.73% | −253−7.5% | Reduced |
| Wealth Group Ltd | 3,128 | $1.75M | 0.51% | +99+3.3% | Added |
| Buck Wealth Strategies, LLC | 3,133 | $1.75M | 0.32% | +2,251+255.2% | Added |
| Seek First Inc. | 3,135 | $1.75M | 1.56% | +3,135 | New |
| Financial Life Planners | 3,141 | $1.76M | 1.71% | −87−2.7% | Reduced |
| Catalina Capital Group, LLC | 3,142 | $1.76M | 1.17% | −2,925−48.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 3,144 | $1.76M | 0.62% | +50+1.6% | Added |
| O'Rourke & Company, Inc | 3,145 | $1.76M | 0.87% | +534+20.5% | Added |
| Widmann Financial Services, Inc. | 3,147 | $1.76M | 1.37% | 00.0% | Unchanged |
| Claris Financial LLC | 3,006 | $1.76M | 1.16% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,149 | $1.76M | 0.26% | 00.0% | Unchanged |
| Randolph Co Inc | 3,152 | $1.76M | 0.21% | −58−1.8% | Reduced |
| Shaker Investments LLC | 3,168 | $1.77M | 0.85% | −10.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 3,169 | $1.77M | 0.20% | +112+3.7% | Added |
| Manufacturers Life Insurance Company, The | 3,176 | $1.78M | 0.00% | −1,354,649−99.8% | Reduced |
| RTD Financial Advisors, Inc. | 3,177 | $1.78M | 0.24% | −180−5.4% | Reduced |
| Sensible Money, LLC | 3,177 | $1.78M | 0.76% | −412−11.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,182 | $1.78M | 0.11% | −505−13.7% | Reduced |
| River Wealth Advisors LLC | 3,184 | $1.78M | 0.25% | −125−3.8% | Reduced |
| West Chester Capital Advisors, Inc | 3,184 | $1.78M | 1.03% | −111−3.4% | Reduced |
| Red Wave Investments LLC | 3,190 | $1.78M | 0.64% | −557−14.9% | Reduced |
| Essential Planning, LLC. | 3,202 | $1.79M | 0.72% | −70,635−95.7% | Reduced |
| Interchange Capital Partners, LLC | 3,202 | $1.79M | 0.50% | −49−1.5% | Reduced |
| Forte Capital LLC | 3,209 | $1.80M | 0.21% | +201+6.7% | Added |
| Meyer Handelman Co | 3,210 | $1.80M | 0.06% | −302−8.6% | Reduced |
| Summit Asset Management, LLC | 3,214 | $1.80M | 0.31% | −77−2.3% | Reduced |
| Fermata Advisors, LLC | 3,215 | $1.80M | 0.33% | +38+1.2% | Added |
| Kathmere Capital Management, LLC | 3,220 | $1.80M | 0.15% | +2,768+612.4% | Added |