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 |
|---|---|---|---|---|---|
| Signature Wealth Management Group | 405 | $226.6K | 0.09% | −24−5.6% | Reduced |
| Durante & Waters, LLC | 405 | $226.6K | 0.19% | 00.0% | Unchanged |
| Bowman & Co S.C. | 406 | $227.0K | 0.11% | +14+3.6% | Added |
| Red Mountain Financial, LLC | 406 | $227.1K | 0.28% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 406 | $227.1K | 0.06% | −13−3.1% | Reduced |
| Notis-McConarty Edward | 409 | $228.8K | 0.12% | +409 | New |
| Stockman Wealth Management, Inc. | 409 | $228.8K | 0.03% | +409 | New |
| Peak Financial Management, Inc. | 409 | $229.1K | 0.07% | +1+0.2% | Added |
| Southern Capital Advisors, LLC | 410 | $229.3K | 0.13% | +1+0.2% | Added |
| Capital Square, LLC | 410 | $229.3K | 0.13% | +410 | New |
| Ipswich Investment Management Co., Inc. | 411 | $229.9K | 0.06% | −900−68.6% | Reduced |
| Prodigy Asset Management LLC | 411 | $229.9K | 0.19% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 411 | $229.9K | 0.03% | +411 | New |
| Old North State Wealth Management, LLC | 406 | $230.0K | 0.13% | −15−3.6% | Reduced |
| Total Wealth Planning & Management, Inc. | 413 | $231.0K | 0.24% | −11,758−96.6% | Reduced |
| Vigilare Wealth Management | 414 | $231.6K | 0.09% | +414 | New |
| Twelve Points Wealth Management LLC | 414 | $231.6K | 0.06% | −79−16.0% | Reduced |
| Wrenne Financial Planning LLC | 415 | $232.1K | 0.12% | +415 | New |
| Heritage Family Offices, LLP | 416 | $232.7K | 0.12% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 417 | $233.3K | 0.21% | −71−14.5% | Reduced |
| Altman Advisors, Inc. | 421 | $233.3K | 0.11% | −14,678−97.2% | Reduced |
| Skyline Advisors, Inc. | 418 | $233.7K | 0.09% | −101−19.5% | Reduced |
| Gallagher Capital Advisors, LLC | 418 | $233.8K | 0.18% | +6+1.5% | Added |
| Drake & Associates, LLC | 418 | $233.8K | 0.07% | +418 | New |
| Trust Co of Kansas | 418 | $234.0K | 0.12% | −2−0.5% | Reduced |
| McRae Capital Management Inc | 420 | $234.9K | 0.05% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 420 | $234.9K | 0.20% | 00.0% | Unchanged |
| Cadence Wealth Management LLC | 421 | $235.4K | 0.17% | +19+4.7% | Added |
| Edgemoor Investment Advisors, Inc. | 421 | $235.5K | 0.02% | +79+23.1% | Added |
| Adaptive Financial Consulting, LLC | 421 | $235.6K | 0.10% | 00.0% | Unchanged |
| Biondo Investment Advisors, LLC | 423 | $236.6K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 423 | $236.6K | 0.22% | +20+5.0% | Added |
| Arcataur Capital Management LLC | 423 | $236.9K | 0.08% | 00.0% | Unchanged |
| Inman Jager Wealth Management, LLC | 425 | $237.7K | 0.18% | +11+2.7% | Added |
| BetterWealth, LLC | 425 | $237.7K | 0.07% | +425 | New |
| OLIO Financial Planning | 426 | $238.2K | 0.08% | +426 | New |
| American Century Companies Inc | 427 | $238.9K | 0.00% | +427 | New |
| China Universal Asset Management Co., Ltd. | 426 | $238.9K | 0.02% | −144−25.3% | Reduced |
| Koa Wealth Management, LLC | 428 | $239.4K | 0.19% | +32+8.1% | Added |
| Heritage Wealth Partners, LLC | 428 | $239.5K | 0.37% | −381−47.1% | Reduced |
| Jackson Thornton Asset Management, LLC | 455 | $239.5K | 0.03% | +455 | New |
| Talisman Wealth Advisors LLC | 429 | $239.8K | 0.25% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 430 | $240.0K | 0.00% | +430 | New |
| Davidson Investment Advisors | 434 | $242.8K | 0.01% | +81+22.9% | Added |
| Bond & Devick Financial Network, Inc. | 434 | $242.8K | 0.09% | +434 | New |
| Vista Private Wealth Partners. LLC | 435 | $243.4K | 0.09% | +1+0.2% | Added |
| TradeWell Securities, LLC. | 437 | $244.4K | 0.13% | +1+0.2% | Added |
| M Wealth Management, LLC | 437 | $244.5K | 0.23% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 460 | $245.6K | 0.16% | 00.0% | Unchanged |
| Pachira Investments Inc. | 442 | $245.7K | 0.17% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 440 | $246.2K | 0.56% | −13−2.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 443 | $247.8K | 0.12% | 00.0% | Unchanged |
| Integrated Capital Management, LLC | 443 | $248.0K | 0.14% | +1+0.2% | Added |
| Hendershot Investments Inc. | 445 | $249.0K | 0.03% | +50+12.7% | Added |
| Concentrum Wealth Management | 445 | $249.1K | 0.09% | −474−51.6% | Reduced |
| Tme Financial, Inc. | 446 | $249.4K | 0.22% | −62−12.2% | Reduced |
| Coco Enterprises, LLC | 503 | $249.7K | 0.18% | 00.0% | Unchanged |
| Golden Bell Financial Planning LLC | 449 | $251.2K | 0.24% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 449 | $251.2K | 4.31% | +17+3.9% | Added |
| TCP Asset Management, LLC | 449 | $251.2K | 0.06% | +74+19.7% | Added |
| FLC Capital Advisors | 449 | $251.2K | 0.06% | +449 | New |
| Somerville Kurt F | 450 | $251.7K | 0.04% | −83−15.6% | Reduced |
| Schulhoff & Co Inc | 450 | $251.7K | 0.11% | 00.0% | Unchanged |
| Raine Capital LLC | 450 | $251.7K | 0.12% | +450 | New |
| Endeavor Private Wealth, Inc. | 450 | $251.8K | 0.14% | +149+49.5% | Added |
| Lauterbach Financial Advisors, LLC | 451 | $252.3K | 0.16% | 00.0% | Unchanged |
| Private Management Group Inc | 452 | $252.8K | 0.01% | −32−6.6% | Reduced |
| Stanley-Laman Group, Ltd. | 452 | $252.9K | 0.04% | +5+1.1% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 453 | $253.2K | 0.26% | +1+0.2% | Added |
| Westhampton Capital, LLC | 455 | $254.5K | 0.14% | +1+0.2% | Added |
| Rinkey Investments | 456 | $255.1K | 0.08% | −2,751−85.8% | Reduced |
| Mascoma Wealth Management LLC | 456 | $255.1K | 0.06% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 455 | $255.2K | 0.01% | +40+9.6% | Added |
| Bramshill Investments, LLC | 457 | $255.6K | 0.03% | +457 | New |
| XY Planning Network, Inc. | 459 | $256.8K | 0.17% | −172−27.3% | Reduced |
| Colton Groome Financial Advisors, LLC | 464 | $257.3K | 0.10% | −577−55.4% | Reduced |
| DAGCO, Inc. | 462 | $258.4K | 0.08% | −65−12.3% | Reduced |
| one8zero8, LLC | 464 | $259.6K | 0.06% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 464 | $259.6K | 0.06% | +32+7.4% | Added |
| Security National Bank of So Dak | 465 | $260.1K | 0.15% | 00.0% | Unchanged |
| Fox Hill Wealth Management | 466 | $260.4K | 0.15% | +29+6.6% | Added |
| Coston, McIsaac & Partners | 468 | $261.0K | 0.08% | +49+11.7% | Added |
| Moulton Wealth Management, Inc | 467 | $261.3K | 0.20% | +1+0.2% | Added |
| Clay Northam Wealth Management, LLC | 468 | $261.8K | 0.18% | −18−3.7% | Reduced |
| Sweeney & Michel, LLC | 527 | $261.8K | 0.11% | +527 | New |
| Continuum Wealth Advisors, LLC | 469 | $262.4K | 0.13% | 00.0% | Unchanged |
| DORVAL Corp | 442 | $262.9K | 0.11% | +1+0.2% | Added |
| R. W. Roge & Company, Inc. | 471 | $263.0K | 0.14% | −7−1.5% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 471 | $263.6K | 0.23% | +1+0.2% | Added |
| Sarver Vrooman Wealth Advisors | 474 | $265.1K | 0.18% | +474 | New |
| Pecaut & Co. | 475 | $265.8K | 0.09% | +16+3.5% | Added |
| Reliant Investment Partners, LLC | 476 | $266.3K | 0.27% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 477 | $266.8K | 0.09% | 00.0% | Unchanged |
| Blackhill Capital Inc | 478 | $267.4K | 0.02% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 479 | $267.8K | 0.14% | +1+0.2% | Added |
| Weybosset Research & Management LLC | 480 | $268.5K | 0.09% | +92+23.7% | Added |
| CWC Advisors, LLC. | 482 | $269.6K | 0.15% | −10−2.0% | Reduced |
| Unique Wealth Strategies, LLC | 482 | $269.8K | 0.12% | −101−17.3% | Reduced |
| Triad Wealth Partners, LLC | 484 | $270.5K | 0.08% | +484 | New |
| Regency Capital Management Inc. | 484 | $270.5K | 0.16% | +30+6.6% | Added |