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 |
|---|---|---|---|---|---|
| Violich Capital Management, Inc. | 3,220 | $1.80M | 0.24% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 3,225 | $1.81M | 0.89% | +139+4.5% | Added |
| Renaissance Investment Group LLC | 3,239 | $1.81M | 0.44% | −454−12.3% | Reduced |
| Halter Ferguson Financial Inc. | 3,243 | $1.81M | 0.99% | −60−1.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,243 | $1.81M | 0.52% | +531+19.6% | Added |
| Delta Financial Group, Inc. | 3,164 | $1.82M | 0.42% | +774+32.4% | Added |
| Brand Asset Management Group, Inc. | 3,262 | $1.82M | 0.76% | −148−4.3% | Reduced |
| FourThought Financial Partners, LLC | 3,266 | $1.83M | 0.19% | +58+1.8% | Added |
| 360 Financial, Inc. | 3,276 | $1.83M | 0.66% | −8−0.2% | Reduced |
| Edgar Lomax Co | 3,278 | $1.83M | 0.11% | +76+2.4% | Added |
| Ofi Invest Asset Management | 3,543 | $1.83M | 0.05% | +2,245+173.0% | Added |
| Suncoast Equity Management | 3,288 | $1.84M | 0.21% | −1,262−27.7% | Reduced |
| Arbor Investment Advisors, LLC | 3,290 | $1.84M | 0.25% | −280−7.8% | Reduced |
| Asset Advisors Investment Management, LLC | 3,291 | $1.84M | 0.19% | −127−3.7% | Reduced |
| Hutchinson Capital Management | 3,292 | $1.84M | 0.35% | −486−12.9% | Reduced |
| Integrity Wealth Solutions LLC | 3,287 | $1.84M | 1.00% | +189+6.1% | Added |
| MontVue Capital Management, Inc. | 3,300 | $1.85M | 1.48% | −146−4.2% | Reduced |
| Johnson Financial Group, LLC | 3,300 | $1.85M | 0.19% | +37+1.1% | Added |
| Sterling Investment Advisors, Ltd. | 3,305 | $1.85M | 0.44% | −12−0.4% | Reduced |
| Optimist Retirement Group LLC | 3,305 | $1.85M | 0.93% | +10.0% | Added |
| Means Investment Co., Inc. | 3,311 | $1.85M | 0.20% | −871−20.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,324 | $1.86M | 0.22% | 00.0% | Unchanged |
| Summit X, LLC | 3,323 | $1.86M | 0.39% | +230+7.4% | Added |
| Mogy Joel R Investment Counsel Inc | 3,329 | $1.86M | 0.12% | −246−6.9% | Reduced |
| Agate Pass Investment Management, LLC | 3,332 | $1.86M | 0.80% | −122−3.5% | Reduced |
| Portland Financial Advisors Inc | 3,340 | $1.87M | 4.78% | −145−4.2% | Reduced |
| Stoneridge Investment Partners LLC | 3,341 | $1.87M | 1.58% | −228−6.4% | Reduced |
| Naviter Wealth, LLC | 3,359 | $1.87M | 0.23% | +114+3.5% | Added |
| Bright Financial Advisors, Inc. | 3,347 | $1.87M | 1.15% | −61−1.8% | Reduced |
| Wallace Capital Management Inc. | 3,353 | $1.88M | 0.24% | +415+14.1% | Added |
| DGS Capital Management, LLC | 3,355 | $1.88M | 0.49% | −227−6.3% | Reduced |
| LVW Advisors, LLC | 3,356 | $1.88M | 0.23% | +6+0.2% | Added |
| United Asset Strategies, Inc. | 3,358 | $1.88M | 0.17% | −852−20.2% | Reduced |
| Elevatus Welath Management | 3,361 | $1.88M | 1.07% | +145+4.5% | Added |
| CoreFirst Bank & Trust | 3,367 | $1.88M | 1.21% | −76−2.2% | Reduced |
| Centurion Wealth Management LLC | 3,217 | $1.89M | 0.59% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 3,374 | $1.89M | 0.36% | −149−4.2% | Reduced |
| Mainstream Capital Management LLC | 3,381 | $1.89M | 1.50% | +130+4.0% | Added |
| American Trust | 3,396 | $1.90M | 0.47% | −8,860−72.3% | Reduced |
| Campbell Deegan Wealth Management, LLC | 3,399 | $1.90M | 2.19% | +84+2.5% | Added |
| Midwest Financial Network, LLC | 3,399 | $1.90M | 1.90% | +277+8.9% | Added |
| Delta Capital Management LLC | 3,400 | $1.90M | 1.10% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 3,406 | $1.91M | 0.89% | −155−4.4% | Reduced |
| Auour Investments LLC | 3,437 | $1.91M | 0.69% | +131+4.0% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 3,411 | $1.91M | 7.74% | +3,411 | New |
| Cherry Tree Wealth Management, LLC | 3,414 | $1.91M | 0.46% | +8+0.2% | Added |
| American Capital Advisory, LLC | 3,415 | $1.91M | 1.03% | −592−14.8% | Reduced |
| Winebrenner Capital Management LLC | 3,415 | $1.91M | 1.72% | −35−1.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 3,416 | $1.91M | 1.30% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 3,419 | $1.91M | 0.43% | 00.0% | Unchanged |
| Astra Wealth Partners LLC | 3,424 | $1.92M | 1.83% | 00.0% | Unchanged |
| CFC Planning Co LLC | 3,430 | $1.92M | 2.10% | +3,029+755.4% | Added |
| Manchester Financial Inc | 3,434 | $1.92M | 0.43% | −95−2.7% | Reduced |
| McBroom & Associates, LLC | 3,453 | $1.93M | 1.10% | −233−6.3% | Reduced |
| Country Trust Bank | 3,455 | $1.93M | 0.05% | 00.0% | Unchanged |
| Tableaux LLC | 3,458 | $1.93M | 1.40% | −42−1.2% | Reduced |
| Selective Wealth Management, Inc. | 3,623 | $1.93M | 0.84% | −46−1.3% | Reduced |
| Sather Financial Group Inc | 3,476 | $1.94M | 0.13% | −1,636−32.0% | Reduced |
| Modus Advisors, LLC | 3,516 | $1.97M | 0.64% | +11+0.3% | Added |
| Charles Schwab Trust Co | 3,528 | $1.97M | 0.17% | +259+7.9% | Added |
| Droms Strauss Advisors Inc | 3,529 | $1.97M | 0.68% | −28−0.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,529 | $1.97M | 0.41% | +7+0.2% | Added |
| Costello Asset Management, INC | 3,533 | $1.98M | 0.80% | +214+6.4% | Added |
| Ransom Advisory, Ltd | 3,539 | $1.98M | 0.98% | −40−1.1% | Reduced |
| Arista Wealth Management, LLC | 3,546 | $1.98M | 0.48% | −141−3.8% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 3,550 | $1.99M | 0.14% | −62−1.7% | Reduced |
| Sentry LLC | 3,554 | $1.99M | 0.39% | −40−1.1% | Reduced |
| Legacy Private Trust Co. | 3,556 | $1.99M | 0.14% | −71−2.0% | Reduced |
| VeraBank, N.A. | 3,557 | $1.99M | 0.56% | −125−3.4% | Reduced |
| Hippocratic Financial Advisors, LLC | 3,558 | $1.99M | 1.19% | +51+1.5% | Added |
| Falcon Wealth Planning | 3,559 | $1.99M | 0.22% | +253+7.7% | Added |
| Maple Capital Management, Inc. | 3,563 | $1.99M | 0.15% | −807−18.5% | Reduced |
| Kagan Cocozza Asset Management | 3,577 | $2.00M | 1.64% | −13−0.4% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 3,582 | $2.00M | 0.35% | −11−0.3% | Reduced |
| LGT Financial Advisors LLC | 3,586 | $2.01M | 6.13% | +43+1.2% | Added |
| ARS Wealth Advisors Group, LLC | 3,596 | $2.01M | 0.28% | +115+3.3% | Added |
| McCarthy & Cox | 3,604 | $2.02M | 0.88% | +111+3.2% | Added |
| Melfa Wealth Management, LLC | 3,608 | $2.02M | 1.36% | −25−0.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,772 | $2.02M | 0.69% | −25−0.7% | Reduced |
| JSF Financial, LLC | 3,632 | $2.03M | 0.54% | −483−11.7% | Reduced |
| Blue Chip Partners, Inc. | 3,634 | $2.03M | 0.18% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3,635 | $2.03M | 0.21% | +285+8.5% | Added |
| Fairview Capital Investment Management, LLC | 3,636 | $2.03M | 0.11% | −857−19.1% | Reduced |
| BCS Wealth Management | 3,637 | $2.04M | 0.52% | +18+0.5% | Added |
| Cranbrook Wealth Management, LLC | 3,639 | $2.04M | 0.47% | +74+2.1% | Added |
| Sage Advisors, LLC | 3,642 | $2.04M | 1.43% | +13+0.4% | Added |
| NorthStar Asset Management LLC | 3,650 | $2.04M | 1.28% | −56−1.5% | Reduced |
| Grove Street Fiduciary, LLC | 3,651 | $2.04M | 1.04% | 00.0% | Unchanged |
| Scientech Research LLC | 3,656 | $2.05M | 0.54% | +3,656 | New |
| Welch Group, LLC | 3,700 | $2.06M | 0.09% | −4,748−56.2% | Reduced |
| Eagle Rock Investment Company, LLC | 3,676 | $2.06M | 0.35% | −695−15.9% | Reduced |
| Ingalls & Snyder LLC | 3,677 | $2.06M | 0.07% | +304+9.0% | Added |
| Argyle Capital Partners, LLC | 3,684 | $2.06M | 1.77% | +344+10.3% | Added |
| Logan Capital Management Inc | 3,694 | $2.07M | 0.09% | −4,357−54.1% | Reduced |
| Altfest L J & Co Inc | 3,696 | $2.07M | 0.26% | −218−5.6% | Reduced |
| Byrne Financial Freedom, LLC | 3,699 | $2.07M | 1.18% | −334−8.3% | Reduced |
| ICW Investment Advisors LLC | 3,704 | $2.07M | 0.84% | +10+0.3% | Added |
| Bill Few Associates, Inc. | 3,706 | $2.07M | 0.74% | −32−0.9% | Reduced |
| BNC Wealth Management, LLC | 3,715 | $2.08M | 0.75% | −107−2.8% | Reduced |
| Bingham Private Wealth, LLC | 3,731 | $2.09M | 2.16% | −159−4.1% | Reduced |