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 |
|---|---|---|---|---|---|
| Boston Standard Wealth Management, LLC | 704 | $383.0K | 0.08% | −101−12.5% | Reduced |
| Oak Asset Management, LLC | 685 | $383.2K | 0.14% | +1+0.1% | Added |
| Forum Private Client Group LLC | 686 | $383.7K | 0.17% | −130−15.9% | Reduced |
| KWB Wealth | 655 | $383.9K | 0.05% | +272+71.0% | Added |
| Cooper Capital Advisors LLC | 688 | $384.9K | 0.41% | −631−47.8% | Reduced |
| Mittelman Wealth Management | 689 | $385.8K | 0.35% | −134−16.3% | Reduced |
| Vectors Research Management, LLC | 690 | $386.0K | 0.13% | −576−45.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 694 | $388.0K | 0.11% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 694 | $388.2K | 0.02% | −116−14.3% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 695 | $388.8K | 0.35% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 695 | $389.0K | 0.14% | +49+7.6% | Added |
| Louisbourg Investments Inc. | 696 | $389.3K | 0.11% | −27−3.7% | Reduced |
| Vawter Financial, Ltd. | 696 | $389.3K | 0.22% | 00.0% | Unchanged |
| Cathy Pareto & Associates, Inc | 698 | $390.4K | 0.35% | −6−0.9% | Reduced |
| Miller Financial Services LLC | 698 | $390.5K | 0.56% | −2,694−79.4% | Reduced |
| Decatur Capital Management, Inc. | 700 | $391.6K | 0.20% | 00.0% | Unchanged |
| Pflug Koory, LLC | 700 | $391.7K | 0.22% | 00.0% | Unchanged |
| Field & Main Bank | 702 | $392.7K | 0.14% | −21−2.9% | Reduced |
| Timonier Family Office, LTD. | 701 | $393.5K | 0.17% | −42−5.7% | Reduced |
| Eagle Harbor Asset Management Inc | 704 | $393.8K | 0.40% | 00.0% | Unchanged |
| Ade, LLC | 704 | $393.8K | 0.23% | +1+0.1% | Added |
| Presilium Private Wealth, LLC | 705 | $394.4K | 0.09% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 707 | $395.6K | 0.13% | +14+2.0% | Added |
| Emory University | 708 | $396.0K | 1.81% | −73−9.3% | Reduced |
| Luts & Greenleigh Group, Inc | 709 | $396.4K | 0.39% | −46−6.1% | Reduced |
| Atwater Malick LLC | 710 | $397.2K | 0.13% | 00.0% | Unchanged |
| Norris Perne & French LLP | 710 | $397.4K | 0.03% | −502−41.4% | Reduced |
| Strategic Planning Group, LLC | 712 | $398.5K | 0.08% | +267+60.0% | Added |
| Eagle Bay Advisors LLC | 710 | $399.8K | 0.34% | −1,043−59.5% | Reduced |
| Wealth Group, Ltd. | 717 | $401.0K | 0.26% | +342+91.2% | Added |
| Regimen Wealth, LLC | 717 | $401.0K | 0.13% | +2+0.3% | Added |
| Northwest Wealth Management, LLC | 719 | $402.2K | 0.08% | +76+11.8% | Added |
| David Kennon Inc | 721 | $403.4K | 0.16% | 00.0% | Unchanged |
| Winnow Wealth LLC | 723 | $404.3K | 0.37% | +259+55.8% | Added |
| Prairie Wealth Advisors, Inc. | 721 | $404.5K | 0.20% | +100+16.1% | Added |
| Parkwoods Wealth Partners, LLC | 723 | $404.6K | 0.27% | 00.0% | Unchanged |
| Kaye Capital Management | 729 | $407.6K | 0.17% | +7+1.0% | Added |
| Detalus Advisors, LLC | 730 | $408.5K | 0.13% | +226+44.8% | Added |
| Aurdan Capital Management, LLC | 734 | $410.6K | 0.15% | +734 | New |
| Tilia Fiduciary Partners, Inc. | 735 | $411.2K | 0.27% | +101+15.9% | Added |
| James Hambro & Partners | 738 | $412.6K | 0.02% | −850−53.5% | Reduced |
| Peloton Wealth Strategists | 738 | $413.0K | 0.17% | −28−3.7% | Reduced |
| Better Money Decisions, LLC | 739 | $413.3K | 0.28% | −300−28.9% | Reduced |
| New England Professional Planning Group Inc. | 739 | $413.4K | 0.21% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 739 | $413.4K | 0.08% | +19+2.6% | Added |
| Cary Street Partner Investment Advisory LLC | 739 | $413.6K | 0.24% | +739 | New |
| Fortitude Family Office, LLC | 741 | $414.5K | 0.15% | −137−15.6% | Reduced |
| Gerber, LLC | 742 | $414.8K | 0.35% | +1+0.1% | Added |
| Avondale Wealth Management | 742 | $414.9K | 0.26% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 743 | $415.9K | 0.35% | +2+0.3% | Added |
| Wealthgarden F.S. LLC | 744 | $416.2K | 0.40% | +73+10.9% | Added |
| Kondo Wealth Advisors, Inc. | 748 | $418.6K | 0.21% | −21−2.7% | Reduced |
| SFE Investment Counsel | 750 | $419.5K | 0.08% | +750 | New |
| Millennium Capital Advisors, LLC | 751 | $420.3K | 0.31% | +751 | New |
| Professional Financial Advisors, LLC | 752 | $420.8K | 0.11% | −56−6.9% | Reduced |
| Delap Wealth Advisory, LLC | 754 | $421.8K | 0.24% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 755 | $422.4K | 0.08% | 00.0% | Unchanged |
| Avid Wealth Partners LLC | 756 | $422.9K | 0.29% | 00.0% | Unchanged |
| Stage Harbor Financial, LLC | 757 | $423.5K | 0.36% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 757 | $424.0K | 0.19% | +1+0.1% | Added |
| Thrive Capital Management, LLC | 759 | $424.4K | 0.25% | +759 | New |
| Legacy Bridge, LLC | 759 | $424.7K | 0.24% | +94+14.1% | Added |
| North Forty Two & Co. | 761 | $425.8K | 0.47% | −324−29.9% | Reduced |
| Balanced Wealth Group LLC | 761 | $425.9K | 0.21% | −87−10.3% | Reduced |
| Graham Capital Wealth Management, LLC | 762 | $426.1K | 0.46% | +162+27.0% | Added |
| 5th Street Advisors, LLC | 762 | $426.3K | 0.21% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 763 | $427.3K | 0.20% | +4+0.5% | Added |
| SilverOak Wealth Management LLC | 765 | $427.9K | 0.09% | +54+7.6% | Added |
| EFG Asset Management (Americas) Corp. | 765 | $427.9K | 0.09% | +143+23.0% | Added |
| Lee Financial Co | 765 | $428.0K | 0.07% | −38−4.7% | Reduced |
| Littlejohn Financial Services, Inc. | 767 | $429.1K | 0.34% | +167+27.8% | Added |
| Brown Financial Advisory | 768 | $429.5K | 0.27% | +189+32.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 768 | $429.6K | 0.03% | +768 | New |
| WestHill Financial Advisors, Inc. | 768 | $429.7K | 0.10% | −34−4.2% | Reduced |
| Vannoy Advisory Group, Inc. | 771 | $431.3K | 0.32% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 925 | $431.3K | 0.17% | −291−23.9% | Reduced |
| Vision Capital Management, Inc. | 771 | $431.3K | 0.06% | −272−26.1% | Reduced |
| McNaughton Wealth Management, LLC | 772 | $431.8K | 0.21% | 00.0% | Unchanged |
| Coerente Capital Management | 775 | $433.5K | 0.08% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 780 | $434.6K | 0.13% | +195+33.3% | Added |
| National Wealth Management Group, LLC | 777 | $434.9K | 0.29% | +122+18.6% | Added |
| Gimbal Financial | 781 | $436.9K | 0.39% | −9−1.1% | Reduced |
| Western Pacific Wealth Management, LP | 781 | $436.9K | 0.40% | +66+9.2% | Added |
| RF&L Wealth Management, LLC | 782 | $437.4K | 0.31% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 783 | $438.0K | 0.36% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 787 | $440.0K | 0.37% | −59−7.0% | Reduced |
| Boulder Wealth Advisors, LLC | 787 | $440.1K | 0.26% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 788 | $440.7K | 0.20% | +7+0.9% | Added |
| Sprinkle Financial Consultants LLC | 788 | $440.8K | 0.28% | −41−4.9% | Reduced |
| WealthCare Investment Partners, LLC | 858 | $441.1K | 0.19% | −17−1.9% | Reduced |
| Vance Wealth, Inc. | 789 | $441.4K | 0.17% | −19−2.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 790 | $441.7K | 0.17% | +172+27.8% | Added |
| tru Independence LLC | 791 | $442.2K | 0.14% | −1,237−61.0% | Reduced |
| Harbor Advisory Corp | 791 | $442.5K | 0.15% | 00.0% | Unchanged |
| M. Kraus & Co | 791 | $442.5K | 0.13% | +365+85.7% | Added |
| Morse Asset Management, Inc | 792 | $443.0K | 0.11% | +1+0.1% | Added |
| Emergent Wealth Advisors, LLC | 793 | $443.7K | 0.32% | +2+0.3% | Added |
| Sonoma Private Wealth LLC | 794 | $444.2K | 0.62% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 794 | $444.4K | 0.14% | −43−5.1% | Reduced |
| HHM Wealth Advisors, LLC | 796 | $445.0K | 0.06% | +8+1.0% | Added |