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 |
|---|---|---|---|---|---|
| Ashton Thomas Securities, LLC | 796 | $445.3K | 0.12% | −6,138−88.5% | Reduced |
| WealthTrust Asset Management, LLC | 797 | $445.8K | 0.33% | −188−19.1% | Reduced |
| Trace Wealth Advisors, LLC | 800 | $447.5K | 0.40% | −70−8.0% | Reduced |
| Farrow Financial Inc. | 800 | $447.5K | 0.30% | −40−4.8% | Reduced |
| Bollard Group LLC | 800 | $448.0K | 0.01% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 803 | $449.4K | 0.23% | −1,079−57.3% | Reduced |
| Highline Wealth Partners LLC | 804 | $449.5K | 0.15% | +490+156.1% | Added |
| Entrewealth, LLC | 804 | $449.8K | 0.35% | 00.0% | Unchanged |
| HC Advisors, LLC | 805 | $450.3K | 0.34% | −22−2.7% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 805 | $450.3K | 0.88% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 806 | $450.9K | 0.14% | −129−13.8% | Reduced |
| Adell Harriman & Carpenter Inc | 808 | $452.0K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 811 | $453.7K | 0.08% | 00.0% | Unchanged |
| Tenret Co LLC | 811 | $453.8K | 0.28% | −271−25.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 814 | $455.3K | 0.05% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 815 | $455.9K | 0.08% | −6−0.7% | Reduced |
| Forbes J M & Co LLP | 816 | $456.5K | 0.04% | −1,103−57.5% | Reduced |
| Creative Capital Management Investments LLC | 816 | $456.5K | 0.18% | +190+30.4% | Added |
| L2 Asset Management, LLC | 824 | $460.9K | 0.09% | +824 | New |
| Picton Mahoney Asset Management | 824 | $461.0K | 0.02% | −59−6.7% | Reduced |
| Legacy Solutions, LLC | 826 | $461.8K | 0.51% | +67+8.8% | Added |
| Paragon Private Wealth Management, LLC | 826 | $461.9K | 0.21% | −659−44.4% | Reduced |
| Burford Brothers, Inc. | 829 | $463.7K | 0.23% | +157+23.4% | Added |
| Brown Wealth Management, LLC | 829 | $463.9K | 0.16% | +102+14.0% | Added |
| Texas Permanent School Fund | 830 | $464.3K | 0.02% | −52,364−98.4% | Reduced |
| Vantage Point Financial LLC | 831 | $465.0K | 0.23% | −4−0.5% | Reduced |
| Elite Financial, Inc. | 832 | $465.0K | 0.25% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 832 | $465.4K | 0.13% | +4+0.5% | Added |
| Pacific Sage Partners, LLC | 834 | $466.5K | 0.11% | 00.0% | Unchanged |
| Kingsman Wealth Management, Inc. | 836 | $467.5K | 0.34% | +836 | New |
| CJM Wealth Advisers, Ltd. | 836 | $467.5K | 0.17% | −17−2.0% | Reduced |
| Planned Solutions, Inc. | 838 | $468.6K | 0.19% | +5+0.6% | Added |
| Barton Investment Management | 839 | $469.3K | 0.06% | 00.0% | Unchanged |
| Yukon Wealth Management, Inc. | 842 | $471.0K | 0.20% | +842 | New |
| Maltin Wealth Management, Inc. | 843 | $471.3K | 0.22% | +2+0.2% | Added |
| Redwood Financial Network Corp | 847 | $473.7K | 0.36% | +11+1.3% | Added |
| ARK & TLK Investments, LLC | 847 | $473.8K | 0.17% | 00.0% | Unchanged |
| City Center Advisors, LLC | 847 | $473.8K | 0.55% | +49+6.1% | Added |
| Global Wealth Strategies & Associates | 847 | $473.8K | 0.14% | +224+36.0% | Added |
| Balance Wealth, LLC | 849 | $474.8K | 0.31% | +849 | New |
| Balanced Rock Investment Advisor | 850 | $475.4K | 0.38% | +481+130.4% | Added |
| Bosman Wealth Management, LLC | 851 | $476.0K | 0.48% | −78−8.4% | Reduced |
| Advocacy Wealth Management Services, LLC | 852 | $476.6K | 0.03% | 00.0% | Unchanged |
| FF Advisors,LLC | 852 | $478.1K | 0.27% | −278−24.6% | Reduced |
| Fishman Jay A Ltd | 855 | $478.3K | 0.05% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 858 | $480.0K | 0.11% | −26−2.9% | Reduced |
| Dividend Assets Capital, LLC | 859 | $480.6K | 0.09% | 00.0% | Unchanged |
| Knuff & Co LLC | 860 | $481.1K | 0.16% | 00.0% | Unchanged |
| Kelly Financial Group LLC | 862 | $482.1K | 0.15% | +68+8.6% | Added |
| LPWM LLC | 862 | $482.2K | 0.16% | −52−5.7% | Reduced |
| Hoffman, Alan N Investment Management | 865 | $483.9K | 0.25% | 00.0% | Unchanged |
| Enzi Wealth | 886 | $484.2K | 0.20% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 866 | $484.6K | 0.26% | −3,905−81.8% | Reduced |
| Rahlfs Capital, LLC | 872 | $484.7K | 0.49% | +22+2.6% | Added |
| Hamilton Capital Partners, LLC | 868 | $485.6K | 0.31% | −220−20.2% | Reduced |
| O'Brien Wealth Partners LLC | 868 | $485.6K | 0.09% | −74−7.9% | Reduced |
| JBR Co Financial Management Inc | 870 | $486.7K | 0.28% | −59−6.4% | Reduced |
| Bull Oak Capital, LLC | 871 | $487.1K | 0.27% | +6+0.7% | Added |
| Alliance Wealth Management Group | 872 | $487.8K | 0.13% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 873 | $488.3K | 0.15% | +1+0.1% | Added |
| Petredis Investment Advisors LLC | 874 | $488.9K | 0.05% | −1,479−62.9% | Reduced |
| Family Firm, Inc. | 877 | $490.5K | 0.11% | +2+0.2% | Added |
| Ames National Corp | 878 | $491.1K | 0.33% | 00.0% | Unchanged |
| Advocate Group LLC | 879 | $491.7K | 0.09% | 00.0% | Unchanged |
| Beck Bode, LLC | 881 | $492.9K | 0.09% | −197−18.3% | Reduced |
| Blue Barn Wealth, LLC | 881 | $493.0K | 0.26% | −1,492−62.9% | Reduced |
| CLG LLC | 883 | $493.9K | 0.17% | +2+0.2% | Added |
| Boyd Wealth Management, LLC | 883 | $493.9K | 0.25% | 00.0% | Unchanged |
| Umpqua Bank | 883 | $493.9K | 0.17% | 00.0% | Unchanged |
| Financial Life Advisors | 883 | $493.9K | 0.18% | +189+27.2% | Added |
| Sunbeam Capital Management, LLC | 884 | $494.5K | 0.47% | −133−13.1% | Reduced |
| Pacific Sun Financial Corp | 884 | $494.7K | 0.28% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 887 | $496.2K | 0.08% | −56−5.9% | Reduced |
| RVW Wealth, LLC | 887 | $496.3K | 0.05% | +292+49.1% | Added |
| Carnegie Lake Advisors LLC | 889 | $497.0K | 0.20% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 891 | $498.4K | 0.54% | 00.0% | Unchanged |
| Mason & Associates Inc | 892 | $499.0K | 0.12% | +7+0.8% | Added |
| InvesTrust | 894 | $500.1K | 0.14% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 894 | $500.5K | 0.11% | +1+0.1% | Added |
| Greenwood Capital Associates LLC | 895 | $500.7K | 0.07% | −49−5.2% | Reduced |
| Triune Financial Partners, LLC | 899 | $502.8K | 0.16% | +3+0.3% | Added |
| Summit Global Investments | 904 | $505.0K | 0.04% | +188+26.3% | Added |
| Trust Co | 904 | $505.4K | 0.06% | −5−0.6% | Reduced |
| Bluestem Financial Advisors, LLC | 904 | $505.7K | 0.24% | 00.0% | Unchanged |
| BostonPremier Wealth LLC | 904 | $505.7K | 0.31% | −241−21.0% | Reduced |
| Weitzel Financial Services, Inc. | 943 | $506.1K | 0.24% | +45+5.0% | Added |
| Zullo Investment Group, Inc. | 905 | $506.2K | 0.22% | −20−2.2% | Reduced |
| Certior Financial Group, LLC | 906 | $506.8K | 0.42% | −127−12.3% | Reduced |
| Anatole Investment Management Ltd | 906 | $506.8K | 0.14% | +906 | New |
| Goldstream Capital Management Ltd | 902 | $507.0K | 0.34% | −733−44.8% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 906 | $507.1K | 0.42% | +27+3.1% | Added |
| WP Advisors, LLC | 909 | $508.5K | 0.17% | +3+0.3% | Added |
| Cambridge Financial Group, Inc. | 910 | $509.0K | 0.22% | +50+5.8% | Added |
| Chris Bulman Inc | 912 | $510.2K | 0.32% | +15+1.7% | Added |
| Pacific Asset Management, LLC | 915 | $512.0K | 0.46% | +559+157.0% | Added |
| Hexagon Capital Partners LLC | 916 | $512.3K | 0.10% | −936−50.5% | Reduced |
| Partners in Financial Planning | 917 | $512.8K | 0.10% | −5−0.5% | Reduced |
| Hudock, Inc. | 917 | $513.5K | 0.09% | +2+0.2% | Added |
| BankPlus Trust Department | 919 | $514.1K | 0.17% | +21+2.3% | Added |
| LeClair Wealth Partners LLC | 920 | $514.6K | 0.37% | −50−5.2% | Reduced |