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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 26,005 | $14.5M | 0.97% | +874+3.5% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 27,658 | $14.5M | 6.00% | +348+1.3% | Added |
| Prescott Group Capital Management, L.L.C. | 25,920 | $14.5M | 2.10% | +14,617+129.3% | Added |
| George Kaiser Family Foundation | 25,920 | $14.5M | 2.13% | +25,920 | New |
| Legacy Capital Wealth Partners, LLC | 75,690 | $14.4M | 3.55% | −2,988−3.8% | Reduced |
| Flagship Private Wealth, LLC | 25,679 | $14.4M | 6.84% | −835−3.1% | Reduced |
| Larson Financial Group LLC | 25,651 | $14.3M | 0.68% | +4,369+20.5% | Added |
| Beacon Capital Management, Inc. | 24,123 | $14.3M | 0.71% | −83,151−77.5% | Reduced |
| Fiducient Advisors LLC | 25,158 | $14.1M | 1.76% | −1,446−5.4% | Reduced |
| Wesbanco Bank Inc | 25,139 | $14.1M | 0.49% | +393+1.6% | Added |
| BOS Asset Management, LLC | 25,133 | $14.1M | 4.82% | +550+2.2% | Added |
| Private Advisory Group LLC | 25,032 | $14.0M | 1.60% | −5,605−18.3% | Reduced |
| Fifth Lane Capital, LP | 25,000 | $14.0M | 60.83% | 00.0% | Unchanged |
| Bell Bank | 25,000 | $14.0M | 0.75% | +277+1.1% | Added |
| Ikarian Capital, LLC | 25,000 | $14.0M | 4.56% | +25,000 | New |
| Marco Investment Management LLC | 24,998 | $14.0M | 1.30% | +918+3.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 24,955 | $14.0M | 0.63% | +1,227+5.2% | Added |
| Okabena Investment Services Inc | 24,954 | $14.0M | 3.51% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 24,927 | $13.9M | 4.04% | +579+2.4% | Added |
| Moneywise, Inc. | 24,911 | $13.9M | 7.38% | +967+4.0% | Added |
| Aaron Wealth Advisors | 24,819 | $13.9M | 1.59% | −2,248−8.3% | Reduced |
| GEM Asset Management, LLC | 24,744 | $13.9M | 7.77% | −613−2.4% | Reduced |
| PFC Capital Group, Inc. | 24,811 | $13.9M | 7.00% | −255−1.0% | Reduced |
| Gridiron Partners, LLC | 24,761 | $13.9M | 8.86% | −1,239−4.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 24,740 | $13.8M | 0.45% | −645−2.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 24,738 | $13.8M | 0.80% | +245+1.0% | Added |
| Tortoise Investment Management, LLC | 24,717 | $13.8M | 1.44% | −274−1.1% | Reduced |
| Texas Yale Capital Corp. | 24,642 | $13.8M | 0.57% | −446−1.8% | Reduced |
| Parkside Financial Bank & Trust | 24,641 | $13.8M | 1.75% | +5,013+25.5% | Added |
| Cacti Asset Management LLC | 24,795 | $13.8M | 1.10% | 00.0% | Unchanged |
| Kettle Hill Capital Management, LLC | 24,568 | $13.7M | 3.77% | +24,568 | New |
| EWG Elevate Inc. | 24,561 | $13.7M | 5.21% | −6,758−21.6% | Reduced |
| G&S Capital LLC | 24,531 | $13.7M | 5.83% | +212+0.9% | Added |
| TCG Advisory Services, LLC | 24,485 | $13.7M | 0.55% | −6,411−20.8% | Reduced |
| Biltmore Family Office, LLC | 24,426 | $13.7M | 2.33% | +5,562+29.5% | Added |
| Carolinas Wealth Consulting LLC | 24,480 | $13.7M | 2.95% | +392+1.6% | Added |
| Pilgrim Partners Asia Pte Ltd | 24,400 | $13.6M | 12.94% | +10,340+73.5% | Added |
| Citadel Advisors LLC | 24,353 | $13.6M | 0.01% | −1,681,765−98.6% | Reduced |
| Childress Capital Advisors, LLC | 24,352 | $13.6M | 3.95% | −16−0.1% | Reduced |
| Capital Fund Management S.A. | 24,284 | $13.6M | 0.17% | −188,601−88.6% | Reduced |
| Greenland Capital Management LP | 24,278 | $13.6M | 2.33% | +13,216+119.5% | Added |
| Pathway Financial Advisors LLC | 24,267 | $13.6M | 2.45% | +10.0% | Added |
| Bristlecone Advisors, LLC | 24,241 | $13.6M | 1.11% | +169+0.7% | Added |
| International Assets Investment Management, LLC | 24,221 | $13.5M | 1.19% | −1,431−5.6% | Reduced |
| Advisor OS, LLC | 24,200 | $13.5M | 1.54% | +3,962+19.6% | Added |
| Weiss Asset Management LP | 24,198 | $13.5M | 0.36% | +20,108+491.6% | Added |
| Bouchey Financial Group Ltd | 24,165 | $13.5M | 1.22% | −1,124−4.4% | Reduced |
| Accredited Investors Inc. | 24,158 | $13.5M | 0.84% | +315+1.3% | Added |
| Nadler Financial Group, Inc. | 24,142 | $13.5M | 1.50% | −89−0.4% | Reduced |
| Mount Capital Ltd | 24,100 | $13.5M | 4.34% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 24,096 | $13.5M | 1.63% | −1,281−5.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 24,072 | $13.5M | 0.97% | −12,684−34.5% | Reduced |
| FSC Wealth Advisors, LLC | 24,025 | $13.4M | 8.82% | −6,772−22.0% | Reduced |
| Krane Funds Advisors LLC | 24,000 | $13.4M | 0.39% | +9,100+61.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 23,872 | $13.4M | 2.24% | +1,486+6.6% | Added |
| Chatham Capital Group, Inc. | 23,839 | $13.3M | 2.22% | +7,484+45.8% | Added |
| Paul Damon & Associates, Inc. | 23,806 | $13.3M | 8.21% | +1,277+5.7% | Added |
| Guerra Advisors Inc | 23,763 | $13.3M | 7.44% | −2,684−10.1% | Reduced |
| Grandview Asset Management LLC | 23,727 | $13.3M | 5.04% | +983+4.3% | Added |
| SBI Securities Co., Ltd. | 23,585 | $13.2M | 0.44% | −846−3.5% | Reduced |
| Ayalon Holdings Ltd. | 23,481 | $13.2M | 4.25% | +396+1.7% | Added |
| Magnus Financial Group LLC | 23,526 | $13.2M | 1.28% | +95+0.4% | Added |
| Edgewood Management LLC | 23,505 | $13.1M | 0.05% | +2,188+10.3% | Added |
| Voisard Asset Management Group, Inc. | 23,453 | $13.1M | 3.83% | −1,234−5.0% | Reduced |
| New Wave Wealth Advisors LLC | 23,448 | $13.1M | 5.88% | −8,621−26.9% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 23,436 | $13.1M | 3.20% | −8,677−27.0% | Reduced |
| Sunflower Bank, N.A. | 23,419 | $13.1M | 3.67% | −142−0.6% | Reduced |
| Wealthedge Investment Advisors, LLC | 23,395 | $13.1M | 5.90% | −3,075−11.6% | Reduced |
| CenterStar Asset Management, LLC | 23,261 | $13.0M | 18.69% | −457−1.9% | Reduced |
| Manning & Napier Advisors LLC | 23,237 | $13.0M | 0.16% | +2,883+14.2% | Added |
| PEAK6 LLC | 23,207 | $13.0M | 0.51% | −44,189−65.6% | Reduced |
| Optimum Investment Advisors | 23,162 | $13.0M | 6.10% | −125−0.5% | Reduced |
| Howard Financial Services, Ltd. | 23,133 | $12.9M | 1.76% | +856+3.8% | Added |
| Hopwood Financial Services, Inc. | 23,125 | $12.9M | 9.99% | +84+0.4% | Added |
| MMBG Investment Advisors Co. | 23,019 | $12.9M | 1.46% | −3,000−11.5% | Reduced |
| Tandem Wealth Advisors LLC | 23,051 | $12.9M | 6.74% | −576−2.4% | Reduced |
| West Paces Advisors Inc. | 22,973 | $12.9M | 2.93% | +820+3.7% | Added |
| Great Lakes Advisors, LLC | 22,960 | $12.8M | 0.11% | −6,388−21.8% | Reduced |
| Empower Advisory Group, LLC | 22,941 | $12.8M | 0.04% | −1,676−6.8% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 22,871 | $12.8M | 6.45% | +3,680+19.2% | Added |
| Trilogy Capital Inc. | 22,859 | $12.8M | 0.67% | −3,727−14.0% | Reduced |
| Conscious Wealth Investments, LLC | 22,586 | $12.7M | 8.85% | −2,184−8.8% | Reduced |
| Grove Bank & Trust | 22,763 | $12.7M | 1.70% | +3,320+17.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 22,746 | $12.7M | 1.17% | +357+1.6% | Added |
| Opulen Financial Group LLC | 22,690 | $12.7M | 11.53% | −244−1.1% | Reduced |
| Flagship Wealth Advisors, LLC | 22,609 | $12.6M | 5.32% | +6,087+36.8% | Added |
| Nicolet Bankshares Inc | 22,584 | $12.6M | 2.54% | +117+0.5% | Added |
| Agf Management Ltd | 22,552 | $12.6M | 0.07% | −960−4.1% | Reduced |
| Stordahl Capital Management, Inc. | 22,528 | $12.6M | 2.99% | −50.0% | Reduced |
| Industrial Alliance Investment Management Inc. | 22,510 | $12.6M | 10.04% | −1,464−6.1% | Reduced |
| Laurel Wealth Advisors LLC | 22,480 | $12.6M | 1.97% | −330−1.4% | Reduced |
| Vertex Planning Partners, LLC | 22,438 | $12.6M | 2.74% | −1,479−6.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 22,370 | $12.6M | 0.83% | −96−0.4% | Reduced |
| Gries Financial LLC | 22,421 | $12.5M | 2.43% | −49−0.2% | Reduced |
| Clune & Associates, Ltd. | 22,420 | $12.5M | 3.85% | +1,046+4.9% | Added |
| Catalyst Financial Partners LLC | 22,390 | $12.5M | 2.31% | +2,932+15.1% | Added |
| Patten & Patten Inc | 22,313 | $12.5M | 0.84% | +370+1.7% | Added |
| WSFS Capital Management, LLC | 22,302 | $12.5M | 0.75% | −3,144−12.4% | Reduced |
| Chilton Investment Co LLC | 22,244 | $12.4M | 0.30% | +16,869+313.8% | Added |
| Armis Advisers, LLC | 25,842 | $12.4M | 1.16% | +12,421+92.5% | Added |