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 |
|---|---|---|---|---|---|
| Spectrum Investment Advisors, Inc. | 484 | $271.0K | 0.17% | −50−9.4% | Reduced |
| Mullooly Asset Management, Inc. | 485 | $271.6K | 0.12% | +485 | New |
| ESG Planning | 487 | $272.3K | 0.18% | +487 | New |
| Cypress Point Wealth Management, LLC | 487 | $272.4K | 0.09% | +487 | New |
| Continental Investors Services, Inc. | 485 | $272.8K | 0.54% | +8+1.7% | Added |
| Schiavi & Co LLC | 488 | $273.0K | 0.10% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 489 | $273.8K | 0.04% | −9−1.8% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 489 | $273.9K | 0.26% | +13+2.7% | Added |
| Phillips Wealth Planners LLC | 513 | $273.9K | 0.29% | −5,686−91.7% | Reduced |
| True Vision MN LLC | 489 | $274.4K | 0.16% | −102−17.3% | Reduced |
| Strive Asset Management, LLC | 492 | $275.2K | 0.19% | −312−38.8% | Reduced |
| Kings Path Partners LLC | 492 | $275.4K | 0.13% | −5−1.0% | Reduced |
| Clear Investment Research, LLC | 493 | $275.8K | 0.37% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 513 | $275.8K | 0.07% | 00.0% | Unchanged |
| Wisconsin Wealth Advisors, LLC | 496 | $277.2K | 0.40% | +11+2.3% | Added |
| D. Scott Neal, Inc. | 496 | $277.5K | 0.15% | +10+2.1% | Added |
| Diligent Investors, LLC | 499 | $279.3K | 0.07% | +45+9.9% | Added |
| Petra Financial Advisors Inc | 501 | $280.3K | 0.23% | −27−5.1% | Reduced |
| Plan A Wealth LLC | 501 | $280.3K | 0.22% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 502 | $280.6K | 0.28% | +2+0.4% | Added |
| Mill Capital Management, LLC | 503 | $281.4K | 0.02% | +45+9.8% | Added |
| Sound Stewardship, LLC | 504 | $281.9K | 0.16% | −95−15.9% | Reduced |
| Kestra Investment Management, LLC | 504 | $281.9K | 0.01% | −8−1.6% | Reduced |
| Mustard Seed Financial, LLC | 504 | $281.9K | 0.23% | 00.0% | Unchanged |
| MJP Associates Inc | 505 | $282.3K | 0.05% | +51+11.2% | Added |
| Summit Investment Advisors, Inc. | 509 | $284.5K | 0.25% | +1+0.2% | Added |
| Pure Portfolios Holdings LLC | 509 | $284.6K | 0.10% | +509 | New |
| Schulz Wealth, LTD. | 510 | $285.3K | 0.22% | 00.0% | Unchanged |
| Brio Consultants, LLC | 510 | $285.3K | 0.04% | +52+11.4% | Added |
| Stillwater Capital Advisors, LLC | 511 | $285.9K | 0.04% | +4+0.8% | Added |
| Boomfish Wealth Group, LLC | 512 | $286.4K | 0.19% | +8+1.6% | Added |
| Dynamic Financial Group | 512 | $286.5K | 0.29% | +11+2.2% | Added |
| Worth Asset Management, LLC | 514 | $287.7K | 0.16% | 00.0% | Unchanged |
| Community Bank of Raymore | 515 | $288.1K | 0.23% | 00.0% | Unchanged |
| Vantage Investment Partners, LLC | 515 | $288.1K | 0.02% | +11+2.2% | Added |
| Frederick Financial Consultants, LLC | 516 | $288.9K | 0.21% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 520 | $290.9K | 0.05% | −50−8.8% | Reduced |
| Future Financial Wealth Managment LLC | 520 | $290.9K | 0.21% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 520 | $290.9K | 0.03% | +520 | New |
| Mechanics Financial Corp | 521 | $291.4K | 0.13% | 00.0% | Unchanged |
| Petix & Botte Co | 522 | $292.0K | 0.08% | +32+6.5% | Added |
| Verde Capital Management | 523 | $292.7K | 0.08% | −40−7.1% | Reduced |
| Aspiring Ventures, LLC | 522 | $292.9K | 0.17% | +522 | New |
| Synergy Financial Group, LTD | 524 | $293.1K | 0.26% | +524 | New |
| Riversedge Advisors, LLC | 524 | $293.3K | 0.07% | +91+21.0% | Added |
| Hill Island Financial LLC | 526 | $294.0K | 0.09% | −389−42.5% | Reduced |
| Longview Financial Advisors LLC | 527 | $294.8K | 0.19% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 527 | $295.0K | 0.05% | 00.0% | Unchanged |
| Shapiro Capital Management LLC | 530 | $296.5K | 0.01% | −54,173−99.0% | Reduced |
| Security National Bank of Sioux City Iowa | 530 | $296.5K | 0.22% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 531 | $297.1K | 0.06% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 532 | $297.6K | 0.21% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 533 | $297.9K | 0.33% | −523−49.5% | Reduced |
| Gray Private Wealth, LLC | 534 | $298.6K | 0.18% | −1−0.2% | Reduced |
| Ogorek Anthony Joseph | 536 | $299.0K | 0.10% | +23+4.5% | Added |
| PYA Waltman Capital, LLC | 535 | $299.3K | 0.09% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 535 | $299.3K | 0.09% | +1+0.2% | Added |
| Dash Acquisitions Inc. | 512 | $300.5K | 0.07% | +34+7.1% | Added |
| Henderson Brothers Financial Partners, LLC | 442 | $301.4K | 0.15% | +442 | New |
| HWG Holdings LP | 539 | $301.5K | 0.13% | −862−61.5% | Reduced |
| Thompson Davis & Co., Inc. | 539 | $301.5K | 0.24% | −15−2.7% | Reduced |
| DF Dent & Co Inc | 539 | $301.5K | 0.00% | +102+23.3% | Added |
| First Citizens Financial Corp | 539 | $301.5K | 0.17% | +539 | New |
| Uhlmann Price Securities, LLC | 542 | $303.0K | 0.22% | −66−10.9% | Reduced |
| Sulzberger Capital Advisors, Inc. | 542 | $303.2K | 0.40% | −936−63.3% | Reduced |
| Stonekeep Investments, LLC | 542 | $303.4K | 0.22% | 00.0% | Unchanged |
| Vista Finance, LLC | 542 | $303.4K | 0.26% | −1−0.2% | Reduced |
| Commons Capital, LLC | 545 | $304.6K | 0.28% | +88+19.3% | Added |
| United Bank | 546 | $305.4K | 0.13% | +18+3.4% | Added |
| Flynn Zito Capital Management, LLC | 546 | $305.4K | 0.14% | +22+4.2% | Added |
| Lanham O'Dell & Company, Inc. | 546 | $306.0K | 0.18% | −38,520−98.6% | Reduced |
| Poehling Capital Management, LLC | 547 | $306.0K | 0.08% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 547 | $306.0K | 0.15% | +547 | New |
| Total Wealth Planning, LLC | 548 | $306.5K | 0.05% | −24−4.2% | Reduced |
| Cardinal Capital Management | 547 | $306.9K | 0.05% | −43−7.3% | Reduced |
| Arcadia Wealth Management, LLC | 549 | $307.0K | 0.15% | +166+43.3% | Added |
| AF Advisors, Inc. | 550 | $307.7K | 0.06% | 00.0% | Unchanged |
| KilterHowling LLC | 545 | $308.1K | 0.20% | −22−3.9% | Reduced |
| Hager Investment Management Services, LLC | 552 | $308.8K | 0.22% | −567−50.7% | Reduced |
| Symphony Financial, Ltd. Co. | 598 | $309.0K | 0.18% | −13,488−95.8% | Reduced |
| Oak Family Advisors, LLC | 553 | $309.1K | 0.13% | +30+5.7% | Added |
| Lynch & Associates | 553 | $309.3K | 0.07% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 554 | $309.8K | 0.23% | −11−1.9% | Reduced |
| ODonnell Financial Services, LLC | 556 | $310.8K | 0.13% | +556 | New |
| Kimelman & Baird, LLC | 557 | $311.6K | 0.03% | −42−7.0% | Reduced |
| Foundation Wealth Management, LLC | 560 | $313.3K | 0.15% | 00.0% | Unchanged |
| Wealth Management Strategies, Inc. | 561 | $313.8K | 0.21% | +2+0.4% | Added |
| Viawealth, LLC | 561 | $313.8K | 0.19% | +72+14.7% | Added |
| Park Capital Management, LLC | 565 | $316.1K | 0.37% | +20+3.7% | Added |
| Renasant Bank | 565 | $316.1K | 0.21% | −120−17.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 566 | $316.6K | 0.07% | +62+12.3% | Added |
| Post Resch Tallon Group Inc. | 569 | $316.8K | 0.32% | −34−5.6% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 568 | $317.5K | 0.11% | +1+0.2% | Added |
| Conrad Siegel Investment Advisors, Inc. | 568 | $317.7K | 0.08% | +568 | New |
| Everest Management Corp. | 568 | $317.9K | 0.29% | +1+0.2% | Added |
| Boston Common Asset Management, LLC | 569 | $318.2K | 0.01% | −233−29.1% | Reduced |
| Melone Private Wealth, LLC | 569 | $318.3K | 0.17% | +171+43.0% | Added |
| swisspartners Advisors Ltd | 645 | $319.0K | 0.34% | −112−14.8% | Reduced |
| Corepath Wealth Partners LLC | 605 | $319.1K | 0.30% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 571 | $319.3K | 0.12% | +571 | New |