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 |
|---|---|---|---|---|---|
| Paragon Capital Management LLC | 920 | $515.1K | 0.29% | +920 | New |
| Woodley Farra Manion Portfolio Management Inc | 918 | $515.1K | 0.03% | +82+9.8% | Added |
| Napatree Capital LLC | 923 | $516.2K | 0.29% | +6+0.7% | Added |
| Financial Futures Ltd Liability Co. | 924 | $516.9K | 0.29% | +36+4.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 924 | $517.0K | 0.08% | +31+3.5% | Added |
| Meeder Advisory Services, Inc. | 925 | $517.3K | 0.03% | −2,027−68.7% | Reduced |
| Matisse Capital | 928 | $519.0K | 0.27% | +202+27.8% | Added |
| Gradient Investments LLC | 929 | $519.7K | 0.01% | −593−39.0% | Reduced |
| Tepp RIA, LLC | 932 | $521.5K | 0.71% | +2+0.2% | Added |
| Painted Porch Advisors LLC | 933 | $521.9K | 0.22% | +56+6.4% | Added |
| Dopkins Wealth Management, LLC | 935 | $523.0K | 0.27% | 00.0% | Unchanged |
| Quarry Hill Advisors, LLC | 936 | $523.6K | 0.34% | 00.0% | Unchanged |
| Legacy Advisory Services, LLC | 936 | $523.6K | 0.44% | +42+4.7% | Added |
| TTP Investments, Inc. | 939 | $525.1K | 0.22% | +91+10.7% | Added |
| Northeast Planning Associates, Inc. | 941 | $526.4K | 0.44% | −575−37.9% | Reduced |
| Alteri Wealth LLC | 941 | $526.5K | 0.23% | +18+2.0% | Added |
| 180 Wealth Advisors, LLC | 942 | $527.0K | 0.08% | −9−0.9% | Reduced |
| Opus Capital Group, LLC | 943 | $528.0K | 0.07% | −85−8.3% | Reduced |
| America First Investment Advisors, LLC | 944 | $528.0K | 0.11% | −46−4.6% | Reduced |
| Creekside Partners | 944 | $528.3K | 0.28% | +4+0.4% | Added |
| Correct Capital Wealth Management | 946 | $529.2K | 0.10% | +118+14.3% | Added |
| Eaton Financial Holdings Company, LLC | 946 | $529.3K | 0.22% | +2+0.2% | Added |
| Kiker Wealth Management, LLC | 951 | $532.0K | 0.36% | +438+85.4% | Added |
| Acas, LLC | 953 | $532.3K | 0.41% | +91+10.6% | Added |
| Morton Community Bank | 954 | $533.7K | 0.14% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 957 | $535.3K | 0.12% | +27+2.9% | Added |
| Requisite Capital Management, LLC | 954 | $535.5K | 0.12% | +13+1.4% | Added |
| Orrstown Financial Services Inc | 959 | $536.5K | 0.13% | +210+28.0% | Added |
| AIMZ Investment Advisors, LLC | 961 | $537.6K | 0.19% | +213+28.5% | Added |
| Ruggaard & Associates LLC | 963 | $538.7K | 0.24% | 00.0% | Unchanged |
| Check Capital Management Inc | 965 | $539.8K | 0.04% | −13−1.3% | Reduced |
| Vested Financial Planning, LLC | 967 | $541.1K | 0.54% | +10+1.0% | Added |
| Wealth Watch Advisors, INC | 972 | $543.7K | 0.44% | −778−44.5% | Reduced |
| Surience Private Wealth LLC | 973 | $544.3K | 0.95% | −13,711−93.4% | Reduced |
| NCM Capital Management, LLC | 975 | $545.4K | 0.25% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 976 | $545.7K | 0.18% | +151+18.3% | Added |
| Gradient Capital Advisors, LLC | 976 | $546.1K | 0.18% | −157−13.9% | Reduced |
| Nestegg Advisors, Inc. | 977 | $546.7K | 0.58% | +3+0.3% | Added |
| Rowland & Co Investment Counsel | 977 | $546.9K | 0.12% | +76+8.4% | Added |
| Hemington Wealth Management | 978 | $547.0K | 0.08% | −16−1.6% | Reduced |
| Kennedy Investment Group | 978 | $547.2K | 0.25% | +530+118.3% | Added |
| MN Wealth Advisors, LLC | 979 | $547.9K | 0.32% | −131−11.8% | Reduced |
| Keudell/Morrison Wealth Management | 980 | $548.4K | 0.13% | +18+1.9% | Added |
| Cox Capital Mgt LLC | 982 | $549.3K | 0.40% | +265+37.0% | Added |
| Roanoke Asset Management Corp | 983 | $550.0K | 0.19% | 00.0% | Unchanged |
| RS Crum Inc. | 983 | $550.0K | 0.15% | 00.0% | Unchanged |
| StoneCrest Wealth Management, Inc. | 985 | $551.0K | 0.35% | −6−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 986 | $551.6K | 0.01% | −6,705−87.2% | Reduced |
| Financial Sense Advisors, Inc. | 987 | $552.1K | 0.16% | −143−12.7% | Reduced |
| DeDora Capital, Inc. | 987 | $552.1K | 0.16% | 00.0% | Unchanged |
| Alpha Financial Advisors, LLC | 990 | $553.9K | 0.25% | +8+0.8% | Added |
| KWMG, LLC | 991 | $554.4K | 0.06% | +10+1.0% | Added |
| BG Investment Services, Inc. | 992 | $554.7K | 0.60% | +992 | New |
| Alexis Investment Partners, LLC | 992 | $554.9K | 0.27% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 997 | $557.7K | 0.15% | −3−0.3% | Reduced |
| Rhumbline Advisers | 998 | $558.3K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 998 | $558.3K | 0.44% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 998 | $558.3K | 0.24% | +157+18.7% | Added |
| Acima Private Wealth, LLC | 999 | $558.8K | 0.20% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 1,000 | $559.0K | 0.15% | −25−2.4% | Reduced |
| Courage Capital Management LLC | 1,000 | $559.0K | 1.14% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 1,000 | $559.4K | 0.02% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 960 | $559.7K | 0.11% | −9−0.9% | Reduced |
| May Barnhard Investments LLC | 1,001 | $559.9K | 0.28% | +1,001 | New |
| Seneca Financial Advisors LLC | 1,001 | $560.2K | 0.27% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,003 | $561.1K | 0.06% | 00.0% | Unchanged |
| Athena Investment Management | 1,005 | $562.0K | 0.34% | −1−0.1% | Reduced |
| RiverTree Advisors, LLC | 1,005 | $562.2K | 0.38% | +625+164.5% | Added |
| Probity Advisors, Inc. | 1,007 | $563.3K | 0.11% | +63+6.7% | Added |
| TPG Financial Advisors, LLC | 1,008 | $563.9K | 0.25% | −200−16.6% | Reduced |
| Slagle Financial, LLC | 1,009 | $564.6K | 0.25% | +61+6.4% | Added |
| Sentry Investment Management LLC | 1,120 | $565.0K | 0.38% | −1,806−61.7% | Reduced |
| Investors Research Corp | 1,011 | $565.5K | 0.12% | 00.0% | Unchanged |
| Sara-Bay Financial | 1,018 | $565.8K | 0.25% | −70−6.4% | Reduced |
| J2 Capital Management Inc | 1,015 | $567.8K | 0.52% | −25−2.4% | Reduced |
| Finward Bancorp | 1,015 | $567.8K | 0.49% | +94+10.2% | Added |
| Roxbury Financial LLC | 958 | $569.4K | 0.56% | +1+0.1% | Added |
| Elmwood Wealth Management, Inc. | 1,019 | $570.0K | 0.23% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 1,022 | $571.6K | 0.39% | +6+0.6% | Added |
| Regatta Capital Group, LLC | 1,022 | $571.6K | 0.11% | −762−42.7% | Reduced |
| Atlantic Family Wealth, LLC | 1,022 | $572.2K | 0.53% | 00.0% | Unchanged |
| Unified Investment Management | 1,024 | $572.6K | 0.68% | −11−1.1% | Reduced |
| Xcel Wealth Management, LLC | 1,025 | $573.4K | 0.18% | −79−7.2% | Reduced |
| Eastover Investment Advisors LLC | 1,025 | $573.4K | 0.28% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 1,050 | $574.0K | 0.12% | −1,331−55.9% | Reduced |
| Bay Capital Advisors, LLC | 1,028 | $575.1K | 0.48% | −16−1.5% | Reduced |
| RDA Financial Network | 1,030 | $576.3K | 0.17% | +1+0.1% | Added |
| Traveka Wealth, LLC | 1,031 | $576.7K | 0.32% | −41−3.8% | Reduced |
| Keystone Financial Services | 1,033 | $577.7K | 0.22% | −7−0.7% | Reduced |
| Atlas Wealth Partners, LLC | 1,034 | $578.0K | 0.71% | −113−9.9% | Reduced |
| Villere St Denis J & Co LLC | 1,035 | $579.0K | 0.06% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 1,036 | $579.5K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,036 | $579.5K | 0.17% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,037 | $580.1K | 0.29% | −103−9.0% | Reduced |
| TD Capital Management LLC | 1,037 | $580.3K | 0.06% | +3+0.3% | Added |
| Compass Financial Group, Inc. | 1,038 | $580.6K | 0.30% | 00.0% | Unchanged |
| Hoge Financial Services, LLC | 1,039 | $581.4K | 0.41% | +661+174.9% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,043 | $583.7K | 0.28% | +1+0.1% | Added |
| Security National Bank | 1,044 | $584.0K | 0.11% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,045 | $584.3K | 0.23% | −1,025−49.5% | Reduced |