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 |
|---|---|---|---|---|---|
| Strategic Financial Partners, Ltd. | 572 | $320.0K | 0.17% | 00.0% | Unchanged |
| Kilter Group LLC | 572 | $320.0K | 0.21% | +2+0.4% | Added |
| Crane Advisory, LLC | 600 | $320.4K | 0.06% | 00.0% | Unchanged |
| PSI Advisors, LLC | 573 | $320.5K | 0.10% | −143−20.0% | Reduced |
| Spurstone Advisory Services, LLC | 573 | $320.5K | 6.24% | −9−1.5% | Reduced |
| Strengthening Families & Communities, LLC | 574 | $321.2K | 0.20% | +211+58.1% | Added |
| Applied Capital LLC | 578 | $323.3K | 0.16% | −62−9.7% | Reduced |
| Astoria Strategic Wealth, Inc. | 578 | $323.3K | 0.10% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 578 | $323.4K | 0.27% | +578 | New |
| Richardson Capital Management LLC | 578 | $323.5K | 0.20% | +76+15.1% | Added |
| Quest 10 Wealth Builders, Inc. | 580 | $324.4K | 0.35% | −779−57.3% | Reduced |
| Crescent Sterling, Ltd. | 580 | $324.4K | 0.33% | +20+3.6% | Added |
| Strong Tower Advisory Services | 647 | $326.1K | 0.08% | −43−6.2% | Reduced |
| LongView Asset Management LLC | 584 | $326.7K | 0.28% | +42+7.7% | Added |
| Presidio Capital Management, LLC | 585 | $327.5K | 0.14% | −115−16.4% | Reduced |
| Elequin Capital LP | 586 | $327.8K | 0.06% | +73+14.2% | Added |
| Helium Advisors LLC | 588 | $328.6K | 0.24% | −39−6.2% | Reduced |
| Harfst & Associates, Inc. | 588 | $328.9K | 0.08% | 00.0% | Unchanged |
| Elgethun Capital Management | 589 | $329.5K | 0.07% | −101−14.6% | Reduced |
| Solutions 4 Wealth, Ltd | 589 | $329.7K | 0.58% | −39−6.2% | Reduced |
| Walker Financial Services, Inc. | 590 | $329.8K | 0.17% | +64+12.2% | Added |
| Marietta Investment Partners LLC | 590 | $330.0K | 0.08% | +8+1.4% | Added |
| Shepherd Kaplan Krochuk, LLC | 591 | $330.4K | 0.28% | +2+0.3% | Added |
| Higgins & Schmidt Wealth Strategies LLC | 591 | $330.6K | 0.20% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 592 | $331.0K | 0.05% | +2+0.3% | Added |
| ShankerValleau Wealth Advisors, Inc. | 593 | $331.7K | 0.11% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 596 | $333.4K | 0.08% | +180+43.3% | Added |
| Legacy Capital Group California, Inc. | 600 | $335.6K | 0.12% | +600 | New |
| Cornerstone Management, Inc. | 601 | $336.2K | 0.06% | +98+19.5% | Added |
| Anson Capital, Inc. | 602 | $336.8K | 0.29% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 603 | $337.8K | 0.14% | +1+0.2% | Added |
| CCM Investment Advisers LLC | 606 | $339.0K | 0.04% | −173−22.2% | Reduced |
| Monument Group Wealth Advisors, LLC | 606 | $339.0K | 0.23% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 609 | $340.7K | 0.19% | −49−7.4% | Reduced |
| Axos Invest Inc. | 609 | $340.8K | 0.26% | +28+4.8% | Added |
| Robinswood Financial LLC | 610 | $341.3K | 0.13% | +2+0.3% | Added |
| Birch Financial Group, LLC | 612 | $342.2K | 0.30% | +612 | New |
| Northstar Financial Companies, Inc. | 614 | $343.5K | 0.37% | −647−51.3% | Reduced |
| Briaud Financial Planning, Inc | 615 | $344.0K | 0.14% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 617 | $344.9K | 0.21% | +1+0.2% | Added |
| Strategent Financial, LLC | 617 | $345.1K | 0.31% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 619 | $346.3K | 0.14% | −547−46.9% | Reduced |
| NovaPoint Capital, LLC | 619 | $346.3K | 0.11% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 619 | $346.4K | 0.13% | −58−8.6% | Reduced |
| Processus Wealth & Capital Management, LLC | 625 | $349.6K | 0.30% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 626 | $350.2K | 0.19% | −9−1.4% | Reduced |
| Knightsbridge Asset Management, LLC | 627 | $350.7K | 0.09% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 628 | $351.3K | 0.09% | −615−49.5% | Reduced |
| One Wealth Capital Management, LLC | 629 | $352.0K | 0.19% | −85−11.9% | Reduced |
| IAG Wealth Partners, LLC | 630 | $352.1K | 0.05% | +64+11.3% | Added |
| Beckerman Institutional, LLC | 634 | $355.0K | 0.26% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 635 | $355.2K | 0.06% | +20+3.3% | Added |
| Alexander Randolph Advisory, Inc. | 637 | $356.3K | 0.35% | +38+6.3% | Added |
| Baugh & Associates, LLC | 664 | $356.8K | 0.18% | −3−0.4% | Reduced |
| Scissortail Wealth Management, LLC | 638 | $356.9K | 0.09% | +1+0.2% | Added |
| Instrumental Wealth, LLC | 651 | $358.5K | 0.32% | +651 | New |
| Asio Capital, LLC | 641 | $358.7K | 0.07% | +255+66.1% | Added |
| Purkiss Capital Advisors LLC | 642 | $359.4K | 0.27% | −19−2.9% | Reduced |
| PFW Advisors LLC | 643 | $359.7K | 0.11% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 643 | $359.9K | 0.06% | −6−0.9% | Reduced |
| Vickerman Investment Advisors, Inc. | 644 | $360.2K | 0.08% | −26−3.9% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 645 | $360.8K | 0.25% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 645 | $360.8K | 0.26% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 646 | $361.6K | 0.12% | −42−6.1% | Reduced |
| Dover Advisors, LLC | 645 | $361.9K | 0.16% | +645 | New |
| Cascade Investment Advisors, Inc. | 647 | $362.1K | 0.24% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 650 | $363.6K | 0.08% | 00.0% | Unchanged |
| Francis Financial, Inc. | 651 | $364.2K | 0.09% | −34−5.0% | Reduced |
| Advisors Management Group Inc | 653 | $365.0K | 0.08% | +1+0.2% | Added |
| Anchor Capital Advisors LLC | 653 | $365.3K | 0.01% | −301−31.6% | Reduced |
| Sugar Maple Asset Management, LLC | 653 | $365.3K | 0.29% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 654 | $365.8K | 0.09% | +15+2.3% | Added |
| Keystone Financial Services, LLC | 655 | $366.2K | 0.31% | +200+44.0% | Added |
| Compass Capital Management, Inc | 656 | $367.0K | 0.02% | −40,513−98.4% | Reduced |
| Partners Wealth Management, LLC | 657 | $367.5K | 0.42% | +3+0.5% | Added |
| Cornerstone Enterprises, LLC | 660 | $369.2K | 0.23% | +660 | New |
| Parkworth Wealth Management, Inc. | 664 | $371.5K | 0.30% | +2+0.3% | Added |
| Cutler Capital Management, LLC | 664 | $371.7K | 0.13% | +4+0.6% | Added |
| Redmond Asset Management, LLC | 666 | $372.3K | 0.10% | +91+15.8% | Added |
| Miller Wealth Advisors, LLC | 666 | $372.5K | 0.21% | +2+0.3% | Added |
| Quest Investment Management LLC | 666 | $372.6K | 0.05% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 668 | $373.7K | 0.22% | −75−10.1% | Reduced |
| Great Point Wealth Advisors, LLC | 668 | $373.7K | 0.08% | −2−0.3% | Reduced |
| Waterway Wealth Management, LLC | 668 | $373.9K | 0.16% | −4,288−86.5% | Reduced |
| Meadow Creek Wealth Advisors LLC | 670 | $374.6K | 0.28% | +2+0.3% | Added |
| Pring Turner Capital Group Inc | 671 | $375.4K | 0.23% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 702 | $376.8K | 0.17% | +471+203.9% | Added |
| Topel & Distasi Wealth Management, LLC | 674 | $377.0K | 0.18% | −27−3.9% | Reduced |
| Clifford Group, LLC | 676 | $378.1K | 0.35% | −123−15.4% | Reduced |
| FCG Investment Co | 678 | $379.3K | 0.24% | −17,777−96.3% | Reduced |
| Dempze Nancy E | 678 | $379.3K | 0.23% | −1,670−71.1% | Reduced |
| Lakeshore Financial Planning, Inc. | 678 | $379.3K | 0.16% | −83−10.9% | Reduced |
| Ahl Investment Management, Inc. | 680 | $380.4K | 0.26% | −25−3.5% | Reduced |
| Mayfair Advisory Group, LLC | 681 | $380.9K | 0.22% | +33+5.1% | Added |
| Strategic Investment Solutions, Inc. | 681 | $381.0K | 0.11% | −130−16.0% | Reduced |
| Advus Financial Partners, LLC | 682 | $381.3K | 0.11% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 682 | $381.5K | 0.13% | 00.0% | Unchanged |
| Wallace Hart LLC | 683 | $382.1K | 0.96% | −93,523−99.3% | Reduced |
| SLT Holdings LLC | 684 | $382.6K | 0.36% | +52+8.2% | Added |
| Hobbs Group Advisors, LLC | 685 | $383.0K | 0.15% | −41−5.6% | Reduced |