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 |
|---|---|---|---|---|---|
| Merrion Investment Management Co, LLC | 4,749 | $2.66M | 1.91% | −821−14.7% | Reduced |
| Verus Financial Partners, Inc. | 4,942 | $2.66M | 0.30% | −168−3.3% | Reduced |
| Consolidated Portfolio Review Corp | 4,754 | $2.66M | 0.43% | +140+3.0% | Added |
| Zevenbergen Capital Investments LLC | 4,755 | $2.66M | 0.06% | +10.0% | Added |
| Greenfield Savings Bank | 4,757 | $2.66M | 1.31% | +81+1.7% | Added |
| REDW Wealth LLC | 4,772 | $2.67M | 0.99% | −1,431−23.1% | Reduced |
| Red Door Wealth Management, LLC | 4,773 | $2.67M | 0.39% | −1,179−19.8% | Reduced |
| Axis Wealth Partners, LLC | 4,781 | $2.67M | 1.98% | +115+2.5% | Added |
| Williams & Novak, LLC | 4,776 | $2.68M | 2.62% | −669−12.3% | Reduced |
| Noked Israel Ltd | 4,794 | $2.68M | 0.61% | 00.0% | Unchanged |
| Searle & Co. | 4,806 | $2.69M | 0.77% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,818 | $2.70M | 0.32% | −2,329−32.6% | Reduced |
| SOA Wealth Advisors, LLC. | 4,818 | $2.70M | 0.56% | −207−4.1% | Reduced |
| Apollon Financial, LLC | 4,824 | $2.70M | 0.63% | +1,062+28.2% | Added |
| Armstrong, Fleming & Moore, Inc | 4,827 | $2.70M | 3.27% | +4,827 | New |
| SP Asset Management LLC | 4,842 | $2.71M | 0.24% | +329+7.3% | Added |
| Patton Albertson Miller Group, LLC | 4,843 | $2.71M | 0.40% | −295−5.7% | Reduced |
| Denver Wealth Management, Inc. | 4,844 | $2.71M | 1.24% | +743+18.1% | Added |
| Ulland Investment Advisors, LLC | 4,846 | $2.71M | 2.27% | −533−9.9% | Reduced |
| Pacific Center for Financial Services | 4,848 | $2.71M | 0.72% | −18,659−79.4% | Reduced |
| Private Wealth Group, LLC | 4,848 | $2.71M | 1.59% | −4−0.1% | Reduced |
| Bangor Savings Bank | 4,848 | $2.71M | 0.26% | +58+1.2% | Added |
| TBH Global Asset Management, LLC | 4,851 | $2.71M | 0.52% | +44+0.9% | Added |
| Harbour Capital Advisors, LLC | 5,062 | $2.72M | 0.67% | −233−4.4% | Reduced |
| McAlister, Sweet & Associates, Inc. | 4,857 | $2.72M | 2.06% | −44−0.9% | Reduced |
| Fortress Financial Group, LLC | 4,865 | $2.72M | 2.72% | +59+1.2% | Added |
| CMT Capital Markets Trading GmbH | 4,866 | $2.72M | 1.13% | −2,608−34.9% | Reduced |
| Mathes Company, Inc. | 4,870 | $2.72M | 1.11% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 4,872 | $2.73M | 1.30% | −8−0.2% | Reduced |
| Centricity Wealth Management, LLC | 4,879 | $2.73M | 2.48% | −20.0% | Reduced |
| Vega Investment Solutions | 4,889 | $2.73M | 0.53% | +4,889 | New |
| Leigh Baldwin & Co., LLC | 4,898 | $2.74M | 2.21% | +2,032+70.9% | Added |
| Peterson Wealth Services | 4,904 | $2.74M | 0.85% | −288−5.5% | Reduced |
| Smith Asset Management Co., LLC | 4,906 | $2.74M | 2.59% | +898+22.4% | Added |
| Mirador Capital Partners LP | 4,907 | $2.74M | 0.48% | +130+2.7% | Added |
| Gallo Partners, LP | 4,925 | $2.75M | 1.84% | +3,749+318.8% | Added |
| Ellevest, Inc. | 4,925 | $2.76M | 0.18% | +20.0% | Added |
| Northstar Group, Inc. | 4,927 | $2.76M | 0.45% | +856+21.0% | Added |
| BHK Investment Advisors, LLC | 4,939 | $2.76M | 1.17% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 4,947 | $2.77M | 0.35% | −105−2.1% | Reduced |
| Black Diamond Financial, LLC | 4,947 | $2.77M | 0.42% | +198+4.2% | Added |
| PBMares Wealth Management LLC | 4,956 | $2.77M | 0.55% | −3−0.1% | Reduced |
| Optima Capital LLC | 4,963 | $2.78M | 1.77% | +1,331+36.6% | Added |
| Asset Allocation & Management Company, LLC | 4,979 | $2.79M | 1.41% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 4,984 | $2.79M | 0.61% | +709+16.6% | Added |
| Grange Capital, LLC | 4,985 | $2.79M | 3.25% | −140−2.7% | Reduced |
| Wealth Management Partners, LLC | 4,998 | $2.80M | 1.30% | −64−1.3% | Reduced |
| Broderick Brian C | 5,000 | $2.80M | 0.57% | −5,600−52.8% | Reduced |
| Miura Global Management, LLC | 5,000 | $2.80M | 4.15% | +5,000 | New |
| Shaker Financial Services, LLC | 5,000 | $2.80M | 1.09% | −4,454−47.1% | Reduced |
| Financial Advisory Corp | 5,011 | $2.80M | 0.90% | −9−0.2% | Reduced |
| Ironwood Financial, llc | 5,023 | $2.81M | 0.60% | −137−2.7% | Reduced |
| Asset Management Group, Inc. | 5,036 | $2.82M | 0.52% | +22+0.4% | Added |
| Brandywine Oak Private Wealth LLC | 5,047 | $2.82M | 0.28% | +114+2.3% | Added |
| Lawson Kroeker Investment Management Inc | 5,083 | $2.84M | 0.52% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 5,084 | $2.84M | 1.03% | +728+16.7% | Added |
| Holderness Investments Co | 5,087 | $2.85M | 0.66% | +40+0.8% | Added |
| Cottage Street Advisors LLC | 5,087 | $2.85M | 1.42% | −28−0.5% | Reduced |
| Noesis Capital Mangement Corp | 5,098 | $2.85M | 0.57% | −76−1.5% | Reduced |
| Compass Wealth Management LLC | 5,111 | $2.86M | 0.73% | −134−2.6% | Reduced |
| Shared Vision Wealth Group LLC | 5,114 | $2.86M | 1.56% | −3−0.1% | Reduced |
| Bank Ozk | 5,115 | $2.86M | 1.19% | +6+0.1% | Added |
| Maripau Wealth Management LLC | 5,109 | $2.87M | 1.64% | +672+15.1% | Added |
| Capital Asset Advisory Services LLC | 5,086 | $2.87M | 0.15% | −446−8.1% | Reduced |
| Financial Advisors Network, Inc. | 5,134 | $2.87M | 0.48% | −66−1.3% | Reduced |
| Summit Financial Strategies, Inc. | 5,135 | $2.87M | 0.29% | −16−0.3% | Reduced |
| Evelyn Partners Asset Management Ltd | 5,140 | $2.88M | 0.80% | −405−7.3% | Reduced |
| Archford Capital Strategies, LLC | 5,142 | $2.88M | 0.42% | +1,265+32.6% | Added |
| First Commonwealth Financial Corp | 5,143 | $2.88M | 0.68% | +93+1.8% | Added |
| Bearing Point Capital, LLC | 5,158 | $2.89M | 0.61% | +106+2.1% | Added |
| Univest Financial Corp | 5,159 | $2.89M | 0.19% | −350−6.4% | Reduced |
| Allium Financial Advisors, LLC | 5,168 | $2.89M | 2.64% | +5,168 | New |
| Watershed Private Wealth LLC | 5,168 | $2.89M | 1.16% | 00.0% | Unchanged |
| Wealthquest Corp | 5,175 | $2.89M | 0.24% | +94+1.9% | Added |
| Lifeworks Advisors, LLC | 5,181 | $2.90M | 0.48% | −487−8.6% | Reduced |
| Beaumont Financial Advisors, LLC | 5,191 | $2.90M | 0.23% | +317+6.5% | Added |
| Optivise Advisory Services LLC | 5,193 | $2.90M | 1.63% | −123−2.3% | Reduced |
| Wallington Asset Management, LLC | 5,203 | $2.91M | 0.42% | −253−4.6% | Reduced |
| McDaniel Terry & Co | 5,203 | $2.91M | 0.25% | 00.0% | Unchanged |
| Hassell Wealth Management, LLC | 5,404 | $2.91M | 1.24% | −1,500−21.7% | Reduced |
| Global Assets Advisory, LLC | 5,444 | $2.91M | 0.55% | +3,395+165.7% | Added |
| Rollins Financial Advisors, LLC | 5,213 | $2.92M | 0.51% | −884−14.5% | Reduced |
| Ameraudi Asset Management, Inc. | 5,213 | $2.92M | 1.67% | −457−8.1% | Reduced |
| Traynor Capital Management, Inc. | 5,214 | $2.92M | 0.25% | −1,185−18.5% | Reduced |
| Leeward Financial Partners, LLC | 5,214 | $2.92M | 1.09% | −190−3.5% | Reduced |
| Paladin Advisory Group, LLC | 5,225 | $2.92M | 2.34% | +23+0.4% | Added |
| Rede Wealth, LLC | 5,229 | $2.93M | 1.03% | −20−0.4% | Reduced |
| Fulcrum Equity Management | 5,236 | $2.93M | 3.20% | +2,758+111.3% | Added |
| Financial Synergies Wealth Advisors, Inc. | 5,237 | $2.93M | 0.36% | +282+5.7% | Added |
| 1832 Asset Management L.P. | 5,239 | $2.93M | 0.01% | −39,401−88.3% | Reduced |
| Congress Asset Management Co | 5,245 | $2.93M | 0.02% | −2,739−34.3% | Reduced |
| Evergreen Advisors, LLC | 5,253 | $2.94M | 0.82% | −611−10.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,255 | $2.94M | 0.58% | +16+0.3% | Added |
| Epiq Partners, LLC | 5,270 | $2.95M | 1.56% | +10.0% | Added |
| Cove Private Wealth, LLC | 5,284 | $2.96M | 1.55% | +548+11.6% | Added |
| Fountainhead AM, LLC | 5,287 | $2.96M | 0.48% | +1,791+51.2% | Added |
| Evensky & Katz LLC | 5,298 | $2.96M | 0.20% | +239+4.7% | Added |
| Yost Capital Management, LP | 5,300 | $2.96M | 4.55% | −14,100−72.7% | Reduced |
| Ironwood Investment Counsel, LLC | 5,303 | $2.97M | 0.51% | −650−10.9% | Reduced |
| Eagle Wealth Strategies LLC | 5,309 | $2.97M | 1.82% | +10.0% | Added |