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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Mountain Hill Investment Partners Corp. | 201 | $112.3K | 0.11% | +24+13.6% | Added |
| Brown Shipley& Co Ltd | 202 | $113.0K | 0.06% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 203 | $113.6K | 0.06% | +203 | New |
| Contravisory Investment Management, Inc. | 203 | $113.8K | 0.02% | +9+4.6% | Added |
| Standard Family Office LLC | 210 | $117.5K | 0.15% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 211 | $118.0K | 0.13% | −17−7.5% | Reduced |
| Legacy Wealth Managment, LLC | 216 | $120.8K | 0.09% | +95+78.5% | Added |
| FWL Investment Management, LLC | 217 | $121.4K | 0.05% | +2+0.9% | Added |
| Smallwood Wealth Investment Management, LLC | 219 | $122.5K | 0.08% | +48+28.1% | Added |
| Cadent Capital Advisors, LLC | 219 | $122.7K | 0.05% | 00.0% | Unchanged |
| Columbia River Financial Group, LLC | 223 | $124.0K | 0.08% | +223 | New |
| Davidson Capital Management Inc. | 222 | $124.2K | 0.03% | +222 | New |
| Tradewinds Capital Management, LLC | 222 | $124.3K | 0.03% | −12−5.1% | Reduced |
| Prudent Man Investment Management, Inc. | 214 | $125.5K | 0.07% | 00.0% | Unchanged |
| Abound Financial, LLC | 225 | $125.9K | 0.06% | +225 | New |
| Cedar Wealth Management, LLC | 227 | $127.0K | 0.05% | +86+61.0% | Added |
| Prestige Wealth Management Group LLC | 227 | $127.4K | 0.03% | +42+22.7% | Added |
| von Borstel & Associates, Inc. | 233 | $130.0K | 0.04% | +233 | New |
| Goodman Advisory Group, LLC | 233 | $130.3K | 0.04% | +233 | New |
| Ridgewood Investments LLC | 235 | $131.5K | 0.06% | 00.0% | Unchanged |
| BNP Paribas | 235 | $131.5K | 0.01% | −95−28.8% | Reduced |
| Atala Financial Inc | 238 | $133.1K | 0.10% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 229 | $134.2K | 0.10% | 00.0% | Unchanged |
| Tsai Capital Corp | 243 | $135.9K | 0.11% | +243 | New |
| Clark Wealth Partners | 246 | $137.4K | 0.10% | +1+0.4% | Added |
| Osterweis Capital Management Inc | – | $141.5K | 0.01% | – | – |
| Conquis Financial LLC | 253 | $141.5K | 0.15% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 254 | $142.1K | 0.19% | +64+33.7% | Added |
| Signature Resources Capital Management, LLC | 257 | $143.8K | 0.12% | +193+301.6% | Added |
| Stephens Consulting, LLC | 269 | $150.5K | 0.04% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 278 | $155.5K | 0.13% | −26−8.6% | Reduced |
| Fourth Dimension Wealth, LLC | 278 | $155.5K | 0.08% | +15+5.7% | Added |
| Alpha DNA Investment Management LLC | 280 | $156.6K | 3.38% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 280 | $156.6K | 0.10% | 00.0% | Unchanged |
| Avion Wealth | 271 | $158.0K | 0.04% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 289 | $161.8K | 0.06% | −5−1.7% | Reduced |
| WFA Asset Management Corp | 325 | $169.8K | 0.09% | +53+19.5% | Added |
| JCIC Asset Management Inc. | 305 | $170.6K | 0.07% | 00.0% | Unchanged |
| Chelsea Counsel Co | 305 | $171.1K | 0.09% | −5−1.6% | Reduced |
| Financial Freedom, LLC | 309 | $173.1K | 0.10% | +12+4.0% | Added |
| Teachers Insurance & Annuity Association of America | 321 | $179.6K | 0.24% | −168−34.4% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 323 | $180.7K | 0.10% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 326 | $182.9K | 0.15% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 337 | $184.9K | 0.18% | +4+1.2% | Added |
| PFS Partners, LLC | 331 | $185.2K | 0.10% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 340 | $190.0K | 0.12% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 341 | $190.0K | 0.08% | +341 | New |
| STRS Ohio | 350 | $195.8K | 0.00% | −10−2.8% | Reduced |
| Gleason Group, Inc. | 351 | $196.6K | 0.04% | +1+0.3% | Added |
| Consultiva Wealth Management, Corp. | 355 | $198.6K | 0.68% | +210+144.8% | Added |
| Private Wealth Management Group, LLC | 355 | $198.6K | 0.07% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 357 | $199.0K | 0.09% | 00.0% | Unchanged |
| Leading Edge Financial Planning LLC | 358 | $200.3K | 0.06% | 00.0% | Unchanged |
| Elefante Mark B | 360 | $201.4K | 0.16% | −150−29.4% | Reduced |
| City National Bank of Florida | 360 | $201.4K | 0.18% | −1,217−77.2% | Reduced |
| Richard P Slaughter Associates Inc | 361 | $201.7K | 0.05% | −116−24.3% | Reduced |
| JP Wealth Management, Inc. | 361 | $201.9K | 0.16% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 361 | $202.1K | 0.06% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 362 | $202.8K | 0.19% | −40−10.0% | Reduced |
| Fusion Capital, LLC | 363 | $202.9K | 0.08% | +4+1.1% | Added |
| CMC Financial Group | 364 | $203.6K | 0.46% | −34−8.5% | Reduced |
| Severin Investments, LLC | 365 | $204.1K | 0.20% | −379−50.9% | Reduced |
| Compass Advisory Group LLC | 364 | $204.2K | 0.07% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 366 | $204.7K | 0.12% | −203−35.7% | Reduced |
| Advisory Resource Group | 368 | $205.9K | 0.04% | +3+0.8% | Added |
| Biltmore Wealth Management, LLC | 368 | $205.9K | 0.09% | +368 | New |
| Bellecapital International Ltd. | 371 | $207.5K | 0.04% | −50−11.9% | Reduced |
| Benson Investment Management Company, Inc. | 372 | $207.9K | 0.09% | 00.0% | Unchanged |
| Alpha Advisors, LLC | 372 | $208.1K | 0.18% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 372 | $208.1K | 0.09% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 373 | $208.4K | 0.03% | +373 | New |
| Bay Harbor Wealth Management, LLC | 372 | $208.8K | 0.07% | −58−13.5% | Reduced |
| CPR Investments Inc. | 374 | $209.2K | 0.19% | −280−42.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 378 | $211.7K | 0.12% | +1+0.3% | Added |
| Everstar Asset Management, LLC | 383 | $214.2K | 0.14% | −397−50.9% | Reduced |
| Columbus Macro, LLC | 384 | $214.8K | 0.03% | −550−58.9% | Reduced |
| RMR Capital Management, LLC | 384 | $215.0K | 0.16% | −22−5.4% | Reduced |
| Compagnie Lombard Odier SCmA | 385 | $215.4K | 0.00% | −124−24.4% | Reduced |
| Kapitalo Investimentos Ltda | 386 | $215.9K | 0.04% | +386 | New |
| Synergy Investment Management, LLC | 388 | $217.3K | 0.09% | +25+6.9% | Added |
| Dravo Bay LLC | 389 | $217.6K | 0.12% | −1,283−76.7% | Reduced |
| Kickstand Ventures, LLC. | 389 | $217.6K | 0.06% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 389 | $217.6K | 0.15% | +248+175.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 390 | $218.2K | 0.07% | 00.0% | Unchanged |
| Sykon Capital LLC | 391 | $218.7K | 0.08% | +16+4.3% | Added |
| Murphy Pohlad Asset Management LLC | 392 | $219.3K | 0.09% | −10−2.5% | Reduced |
| PMG Wealth Management, Inc. | 392 | $219.3K | 0.23% | 00.0% | Unchanged |
| Lighthouse Financial LLC | 392 | $219.3K | 0.19% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 393 | $219.8K | 0.05% | +3+0.8% | Added |
| Tectonic Advisors LLC | 395 | $220.9K | 0.01% | +1+0.3% | Added |
| Doliver Advisors, LP | 397 | $222.1K | 0.06% | +397 | New |
| Hilltop Wealth Advisors, LLC | 397 | $222.1K | 0.13% | +397 | New |
| Satovsky Asset Management LLC | 398 | $222.9K | 0.05% | +51+14.7% | Added |
| Sterling Group Wealth Management, LLC | 399 | $223.2K | 0.12% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 400 | $223.8K | 0.09% | 00.0% | Unchanged |
| eCIO, Inc. | 400 | $223.8K | 0.07% | +400 | New |
| Chancellor Financial Group WB LP | 402 | $224.8K | 0.19% | +402 | New |
| First Bank & Trust | 402 | $224.9K | 0.04% | 00.0% | Unchanged |
| Avalon Advisory Group | 403 | $225.4K | 0.11% | 00.0% | Unchanged |
| Strategic Advocates LLC | 405 | $226.4K | 0.08% | +33+8.9% | Added |