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 |
|---|---|---|---|---|---|
| Ellis Investment Partners, LLC | 30,460 | $17.0M | 3.52% | +3,638+13.6% | Added |
| McHugh Group, LLC | 30,399 | $17.0M | 12.86% | +3,699+13.9% | Added |
| TKG Advisors, LLC | 30,373 | $17.0M | 8.38% | +1,515+5.2% | Added |
| Dohj, LLC | 30,351 | $17.0M | 3.88% | −20−0.1% | Reduced |
| Sepio Capital, LP | 30,313 | $17.0M | 1.34% | −433−1.4% | Reduced |
| SEI Investments Co | 30,308 | $17.0M | 0.02% | +1,157+4.0% | Added |
| LifeSteps Financial, Inc. | 30,221 | $16.9M | 13.71% | −184−0.6% | Reduced |
| Paragon Financial Partners, Inc. | 30,199 | $16.9M | 13.23% | −124−0.4% | Reduced |
| Sharkey, Howes & Javer | 30,084 | $16.8M | 2.41% | −5,475−15.4% | Reduced |
| Affinity Asset Advisors, LLC | 30,000 | $16.8M | 2.63% | +30,000 | New |
| Sincerus Advisory, LLC | 29,965 | $16.8M | 17.68% | −180−0.6% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 29,900 | $16.7M | 7.14% | −4,493−13.1% | Reduced |
| Legal & General Group Plc | 29,900 | $16.7M | 0.00% | 00.0% | Unchanged |
| Kennicott Capital Management LLC | 29,759 | $16.6M | 10.86% | −17,419−36.9% | Reduced |
| Titleist Asset Management, LLC | 29,759 | $16.6M | 1.93% | +3,887+15.0% | Added |
| Stevens Capital Management LP | 29,700 | $16.6M | 4.12% | +29,339+8,127.1% | Added |
| Signature Estate & Investment Advisors LLC | 29,670 | $16.6M | 0.44% | +482+1.7% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 29,658 | $16.6M | 0.31% | +869+3.0% | Added |
| Central Trust Co | 29,638 | $16.6M | 0.41% | −8,278−21.8% | Reduced |
| Kesler, Norman & Wride, LLC | 29,509 | $16.5M | 3.14% | +377+1.3% | Added |
| Salem Investment Counselors Inc | 29,431 | $16.5M | 0.57% | +769+2.7% | Added |
| Quadrant Capital Group LLC | 29,495 | $16.5M | 0.61% | −16,320−35.6% | Reduced |
| L & S Advisors Inc | 29,479 | $16.5M | 2.03% | −45,938−60.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 29,434 | $16.5M | 7.47% | −8,213−21.8% | Reduced |
| Solstein Capital, LLC | 29,433 | $16.5M | 9.58% | −33−0.1% | Reduced |
| Quintet Private Bank (Europe) S.A. | 29,250 | $16.4M | 0.96% | −6,352−17.8% | Reduced |
| Invictus Private Wealth, LLC | 29,053 | $16.3M | 1.29% | −53−0.2% | Reduced |
| YHB Investment Advisors, Inc. | 28,932 | $16.2M | 1.35% | −1,433−4.7% | Reduced |
| Tolleson Wealth Management, Inc. | 28,839 | $16.2M | 3.12% | −640−2.2% | Reduced |
| Kaizen Financial Strategies | 28,840 | $16.1M | 9.31% | +1,700+6.3% | Added |
| Cypress Capital, LLC | 28,754 | $16.1M | 4.64% | +145+0.5% | Added |
| Plante Moran Financial Advisors, LLC | 28,699 | $16.1M | 1.38% | +173+0.6% | Added |
| Scharf Investments, LLC | 28,660 | $16.0M | 0.48% | −138,814−82.9% | Reduced |
| Mainsail Financial Group, LLC | 28,593 | $16.0M | 9.06% | +1,594+5.9% | Added |
| Bleichroeder LP | 28,570 | $16.0M | 4.26% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 29,574 | $15.9M | 11.32% | +29,574 | New |
| Arete Wealth Advisors, LLC | 28,401 | $15.9M | 1.21% | −1,723−5.7% | Reduced |
| Miracle Mile Advisors, LLC | 28,377 | $15.9M | 0.32% | +697+2.5% | Added |
| AdvisorNet Financial, Inc | 28,345 | $15.9M | 1.18% | +7,488+35.9% | Added |
| BFSG, LLC | 28,266 | $15.8M | 1.92% | −8,575−23.3% | Reduced |
| American Investment Services, Inc. | 28,226 | $15.8M | 2.78% | −50.0% | Reduced |
| Invesco Ltd. | 28,220 | $15.8M | 0.00% | +23,871+548.9% | Added |
| Sanders Morris Harris LLC | 28,115 | $15.8M | 2.44% | +4,907+21.1% | Added |
| Patton Fund Management, Inc. | 28,131 | $15.7M | 3.81% | −300−1.1% | Reduced |
| West Branch Capital LLC | 28,126 | $15.7M | 5.25% | +1,038+3.8% | Added |
| Lodestar Private Asset Management LLC | 28,118 | $15.7M | 1.98% | −409−1.4% | Reduced |
| Sachetta, LLC | 27,986 | $15.7M | 6.42% | +73+0.3% | Added |
| Bulltick Wealth Management, LLC | 27,860 | $15.6M | 4.15% | +14,925+115.4% | Added |
| Coldstream Capital Management Inc | 27,887 | $15.6M | 0.33% | +537+2.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 27,812 | $15.6M | 5.94% | −4,702−14.5% | Reduced |
| Tocqueville Asset Management L.P. | 27,760 | $15.5M | 0.25% | −1,680−5.7% | Reduced |
| Apriem Advisors | 27,659 | $15.5M | 1.81% | +614+2.3% | Added |
| Addison Capital Co | 27,589 | $15.4M | 6.05% | +5,973+27.6% | Added |
| Y.D. More Investments Ltd | 27,526 | $15.4M | 1.35% | −1,017−3.6% | Reduced |
| Catalytic Wealth RIA, LLC | 27,497 | $15.4M | 2.82% | +261+1.0% | Added |
| Wealth Architects, LLC | 27,434 | $15.3M | 1.69% | +404+1.5% | Added |
| Neumann Capital Management, LLC | 27,373 | $15.3M | 5.29% | −161−0.6% | Reduced |
| Anb Bank | 27,307 | $15.3M | 6.83% | +3,024+12.5% | Added |
| Sax Wealth Advisors, LLC | 27,261 | $15.2M | 1.09% | +603+2.3% | Added |
| Moors & Cabot, Inc. | 27,222 | $15.2M | 0.77% | +1,028+3.9% | Added |
| Caas Capital Management LP | 27,191 | $15.2M | 7.21% | −11,921−30.5% | Reduced |
| Basso Capital Management, L.P. | 27,126 | $15.2M | 12.92% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 27,088 | $15.2M | 6.15% | −1,051−3.7% | Reduced |
| Virtue Capital Management, LLC | 27,114 | $15.1M | 1.77% | −6,971−20.5% | Reduced |
| Perennial Investment Advisors, LLC | 27,075 | $15.1M | 1.71% | +3,541+15.0% | Added |
| IMA Wealth, Inc. | 27,031 | $15.1M | 1.79% | +538+2.0% | Added |
| EverSource Wealth Advisors, LLC | 27,023 | $15.1M | 0.83% | +11,447+73.5% | Added |
| MONECO Advisors, LLC | 27,022 | $15.1M | 1.57% | −486−1.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 26,991 | $15.1M | 2.03% | +56+0.2% | Added |
| Founders Capital Management, LLC | 26,980 | $15.1M | 2.78% | −653−2.4% | Reduced |
| American Asset Management Inc. | 26,962 | $15.1M | 15.00% | −2,029−7.0% | Reduced |
| Rockbridge Investment Management, LCC | 26,949 | $15.1M | 1.78% | −232−0.9% | Reduced |
| Smithbridge Asset Management Inc | 26,939 | $15.1M | 2.79% | +26,939 | New |
| Winthrop Advisory Group LLC | 26,834 | $15.1M | 1.81% | −5,052−15.8% | Reduced |
| Verity Asset Management, Inc. | 26,911 | $15.1M | 6.13% | −9,280−25.6% | Reduced |
| Optas, LLC | 26,906 | $15.1M | 2.62% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 26,899 | $15.0M | 3.15% | −1,185−4.2% | Reduced |
| Calton & Associates, Inc. | 26,892 | $15.0M | 3.43% | +10,407+63.1% | Added |
| Peterson Wealth Management | 26,795 | $15.0M | 10.09% | +447+1.7% | Added |
| Ethos Financial Group, LLC | 25,507 | $14.9M | 1.43% | +2,191+9.4% | Added |
| Berger Financial Group, Inc | 26,697 | $14.9M | 1.04% | +1,825+7.3% | Added |
| PFG Advisors | 26,690 | $14.9M | 0.83% | +464+1.8% | Added |
| PCG Wealth Advisors, LLC | 26,672 | $14.9M | 5.21% | +1,146+4.5% | Added |
| Icon Wealth Advisors, LLC | 26,656 | $14.9M | 1.23% | +305+1.2% | Added |
| South State Corp. | 26,646 | $14.9M | 0.68% | −40−0.1% | Reduced |
| Atlantic Union Bankshares Corp | 26,558 | $14.9M | 0.90% | −944−3.4% | Reduced |
| Axxcess Wealth Management, LLC | 34,612 | $14.9M | 0.41% | +5,793+20.1% | Added |
| Measured Wealth Private Client Group, LLC | 26,522 | $14.8M | 4.76% | −139−0.5% | Reduced |
| Twin Focus Capital Partners, LLC | 26,477 | $14.8M | 2.30% | +3,677+16.1% | Added |
| Mycio Wealth Partners, LLC | 26,434 | $14.8M | 3.49% | +444+1.7% | Added |
| Osborne Partners Capital Management, LLC | 26,433 | $14.8M | 0.85% | −10,320−28.1% | Reduced |
| Dynamic Advisor Solutions LLC | 26,429 | $14.8M | 0.49% | −6,320−19.3% | Reduced |
| Cornerstone Wealth Management, LLC | 26,424 | $14.8M | 1.00% | −3,836−12.7% | Reduced |
| Stelac Advisory Services LLC | 26,359 | $14.8M | 6.09% | −134−0.5% | Reduced |
| Integrity Financial Corp | 26,216 | $14.7M | 8.35% | +64+0.2% | Added |
| Oldfather Financial Services, LLC | 26,287 | $14.7M | 5.58% | +249+1.0% | Added |
| Legacy Trust | 26,252 | $14.7M | 3.54% | +50+0.2% | Added |
| Pinnacle Family Advisors, LLC | 26,143 | $14.6M | 7.95% | −6,977−21.1% | Reduced |
| Transcend Wealth Collective, LLC | 26,134 | $14.6M | 1.05% | −13,553−34.1% | Reduced |
| Financial Management Professionals, Inc. | 26,059 | $14.6M | 1.86% | +11,904+84.1% | Added |