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 |
|---|---|---|---|---|---|
| Paragon Advisors, LLC | 4,209 | $2.35M | 0.89% | +41+1.0% | Added |
| Hoese & Co LLP | 4,211 | $2.36M | 2.04% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 4,505 | $2.36M | 0.96% | +88+2.0% | Added |
| Macroview Investment Management LLC | 4,215 | $2.36M | 2.22% | −6,826−61.8% | Reduced |
| LMCG Investments, LLC | 4,217 | $2.36M | 0.16% | −30,890−88.0% | Reduced |
| Affinity Capital Advisors, LLC | 4,442 | $2.37M | 0.47% | +21+0.5% | Added |
| Mach-1 Financial Group, Inc. | 4,248 | $2.38M | 0.71% | +4,248 | New |
| Chesapeake Asset Management LLC | 4,242 | $2.38M | 2.26% | −20.0% | Reduced |
| Hughes Financial Services, LLC | 4,249 | $2.38M | 0.47% | −555−11.6% | Reduced |
| Ironwood Wealth Management, LLC. | 4,263 | $2.38M | 0.73% | −114−2.6% | Reduced |
| IFC Advisors LLC | 4,275 | $2.39M | 0.50% | −669−13.5% | Reduced |
| Financial Network Wealth Management LLC | 4,277 | $2.39M | 0.84% | +10.0% | Added |
| Marex Group plc | 4,278 | $2.39M | 0.05% | +1,516+54.9% | Added |
| Clayton Financial Group LLC | 4,297 | $2.40M | 0.88% | −82−1.9% | Reduced |
| Equita Financial Network, Inc. | 4,298 | $2.40M | 0.84% | +35+0.8% | Added |
| Outlook Wealth Advisors, LLC | 4,300 | $2.41M | 0.67% | −1,561−26.6% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,310 | $2.41M | 0.59% | +2,039+89.8% | Added |
| Aull & Monroe Investment Management Corp | 4,324 | $2.42M | 1.20% | +35+0.8% | Added |
| Ami Asset Management Corp | 4,337 | $2.43M | 0.14% | +1,413+48.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,332 | $2.43M | 1.03% | −20.0% | Reduced |
| Barnes Wealth Management Group, Inc | 4,365 | $2.44M | 1.57% | +134+3.2% | Added |
| MPS Loria Financial Planners, LLC | 4,366 | $2.44M | 0.72% | −85−1.9% | Reduced |
| Siligmueller & Norvid Wealth Advisors LLC | 4,372 | $2.45M | 1.03% | +3+0.1% | Added |
| Wellington Shields Capital Management, LLC | 4,372 | $2.45M | 0.44% | +885+25.4% | Added |
| Ameriflex Group, Inc. | 4,373 | $2.45M | 1.00% | +714+19.5% | Added |
| Wellington Shields & Co., LLC | 4,377 | $2.45M | 0.77% | +525+13.6% | Added |
| 10Elms LLP | 4,379 | $2.45M | 2.46% | 00.0% | Unchanged |
| Selway Asset Management | 4,384 | $2.45M | 1.01% | −325−6.9% | Reduced |
| Integral Investment Advisors, Inc. | 4,396 | $2.46M | 0.78% | +297+7.2% | Added |
| Crescent Park Management, L.P. | 4,407 | $2.47M | 1.24% | +2,442+124.3% | Added |
| Newman Dignan & Sheerar, Inc. | 4,410 | $2.47M | 0.67% | −14−0.3% | Reduced |
| Northwest Capital Management Inc | 4,411 | $2.47M | 1.01% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 4,423 | $2.47M | 0.68% | −1,113−20.1% | Reduced |
| Abundance Wealth Counselors | 4,425 | $2.48M | 0.52% | +2,934+196.8% | Added |
| Curran Financial Partners, LLC | 4,426 | $2.48M | 0.61% | +199+4.7% | Added |
| Future You Wealth LLC | 4,426 | $2.48M | 1.59% | +99+2.3% | Added |
| InTrack Investment Management Inc | 4,433 | $2.48M | 2.25% | −76−1.7% | Reduced |
| Chicago Wealth Management, Inc. | 4,436 | $2.48M | 1.30% | +1,404+46.3% | Added |
| Arbor Wealth Advisors LLC | 4,441 | $2.48M | 2.22% | −10.0% | Reduced |
| ProVise Management Group, LLC | 4,441 | $2.48M | 0.21% | +3+0.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,447 | $2.49M | 1.24% | −15−0.3% | Reduced |
| Lynx Investment Advisory | 4,451 | $2.49M | 1.66% | −405−8.3% | Reduced |
| Parkside Investments, LLC | 4,454 | $2.49M | 0.37% | −185−4.0% | Reduced |
| Cooper/Haims Advisors, LLC | 4,461 | $2.50M | 1.35% | +8+0.2% | Added |
| TPG Advisors LLC | 4,465 | $2.50M | 1.97% | +11+0.2% | Added |
| Bridges Investment Management Inc | 4,473 | $2.50M | 0.04% | −267−5.6% | Reduced |
| Blume Capital Management, Inc. | 475 | $2.50M | 0.56% | +106+28.7% | Added |
| Assetmark, Inc | 4,476 | $2.50M | 0.01% | −6,160−57.9% | Reduced |
| Main Street Group, LTD | 4,479 | $2.50M | 0.96% | −78−1.7% | Reduced |
| Tufton Capital Management | 4,478 | $2.50M | 0.48% | −15−0.3% | Reduced |
| VisionPoint Advisory Group, LLC | 4,478 | $2.50M | 0.86% | +2,973+197.5% | Added |
| Fiduciary Financial Group, LLC | 4,776 | $2.51M | 0.55% | +242+5.3% | Added |
| Lion Street Advisors, LLC | 4,486 | $2.51M | 0.80% | −881−16.4% | Reduced |
| Prelude Capital Management, LLC | 4,487 | $2.51M | 0.25% | +2,458+121.1% | Added |
| Madrona Financial Services, LLC | 4,488 | $2.51M | 0.69% | −64−1.4% | Reduced |
| Patriot Investment Management Inc. | 4,488 | $2.51M | 0.19% | −55−1.2% | Reduced |
| Morton Capital Management LLC | 4,495 | $2.51M | 0.49% | +4+0.1% | Added |
| PUREfi Wealth, LLC | 4,511 | $2.52M | 2.52% | +1,079+31.4% | Added |
| Flaharty Asset Management, LLC | 4,513 | $2.52M | 0.36% | −426−8.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,516 | $2.53M | 0.22% | −301−6.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,520 | $2.53M | 0.60% | +94+2.1% | Added |
| River Street Advisors LLC | 4,523 | $2.53M | 1.25% | −126−2.7% | Reduced |
| Tudor Financial Inc. | 4,528 | $2.53M | 1.52% | −435−8.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 4,534 | $2.54M | 0.95% | −48,911−91.5% | Reduced |
| Redmont Wealth Advisors LLC | 4,542 | $2.54M | 4.95% | −1,311−22.4% | Reduced |
| Tidemark, LLC | 4,544 | $2.54M | 0.93% | −220−4.6% | Reduced |
| Augustine Asset Management Inc | 4,563 | $2.55M | 0.75% | −629−12.1% | Reduced |
| McIlrath & Eck, LLC | 4,571 | $2.56M | 0.31% | −742−14.0% | Reduced |
| Marshall & Sullivan Inc | 4,576 | $2.56M | 1.30% | −6−0.1% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 4,576 | $2.56M | 0.78% | −139−2.9% | Reduced |
| City State Bank | 4,582 | $2.56M | 0.84% | +426+10.3% | Added |
| Cadinha & Co LLC | 4,583 | $2.56M | 0.55% | −271−5.6% | Reduced |
| SGL Investment Advisors, Inc. | 4,550 | $2.57M | 1.33% | +912+25.1% | Added |
| MV Capital Management, Inc. | 4,596 | $2.57M | 0.28% | −721−13.6% | Reduced |
| Virtus Wealth Solutions LLC | 4,599 | $2.57M | 0.78% | +69+1.5% | Added |
| Bull Street Advisors, LLC | 4,607 | $2.58M | 1.23% | 00.0% | Unchanged |
| Builder Investment Group Inc | 4,607 | $2.58M | 0.73% | +51+1.1% | Added |
| Stokes Family Office, LLC | 4,610 | $2.58M | 0.29% | +25+0.5% | Added |
| Cahaba Wealth Management, Inc. | 4,612 | $2.58M | 0.21% | −10.0% | Reduced |
| Erickson Financial Group, LLC | 4,616 | $2.58M | 1.93% | −365−7.3% | Reduced |
| Smith, Salley & Associates | 4,624 | $2.59M | 0.17% | −1,027−18.2% | Reduced |
| HBW Advisory Services LLC | 4,645 | $2.60M | 0.37% | +1,014+27.9% | Added |
| Wall Street Access Asset Management, LLC | 4,649 | $2.60M | 1.04% | −1,604−25.7% | Reduced |
| AlphaQ Advisors LLC | 4,664 | $2.61M | 6.25% | +111+2.4% | Added |
| Werba Rubin Papier Wealth Management | 4,666 | $2.61M | 0.57% | +1,926+70.3% | Added |
| Aviance Capital Partners, LLC | 4,670 | $2.61M | 0.37% | −245−5.0% | Reduced |
| Prosperity Planning, Inc. | 4,671 | $2.61M | 0.82% | −59−1.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 4,671 | $2.61M | 0.93% | +3,302+241.2% | Added |
| Longview Financial Advisors, Inc. | 4,679 | $2.62M | 2.25% | −89−1.9% | Reduced |
| Aurelius Family Office LLC | 4,690 | $2.62M | 1.33% | −16−0.3% | Reduced |
| Staley Capital Advisers Inc | 4,703 | $2.63M | 0.12% | −50−1.1% | Reduced |
| Olistico Wealth, LLC | 4,704 | $2.63M | 1.63% | −163−3.3% | Reduced |
| First Financial Bankshares Inc | 4,706 | $2.63M | 0.06% | −6−0.1% | Reduced |
| Signet Financial Management, LLC | 4,706 | $2.63M | 0.36% | +86+1.9% | Added |
| Innova Wealth Partners | 4,713 | $2.64M | 1.63% | −10,045−68.1% | Reduced |
| Altiora Financial Group, LLC | 4,728 | $2.64M | 0.56% | +144+3.1% | Added |
| Aveo Capital Partners, LLC | 4,714 | $2.65M | 0.44% | −10,018−68.0% | Reduced |
| Verum Partners LLC | 4,735 | $2.65M | 0.71% | −568−10.7% | Reduced |
| Horizon Wealth Management, LLC | 4,737 | $2.65M | 0.45% | −620−11.6% | Reduced |
| Clarity Capital Advisors, LLC | 4,746 | $2.65M | 1.74% | +4+0.1% | Added |