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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 22,185 | $12.4M | 1.89% | −20−0.1% | Reduced |
| Zurich Insurance Group Ltd | 21,039 | $12.4M | 0.10% | −200−0.9% | Reduced |
| Landmark Wealth Management, Inc. | 22,142 | $12.4M | 5.91% | −8,955−28.8% | Reduced |
| St Germain D J Co Inc | 22,098 | $12.4M | 0.58% | −949−4.1% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 22,092 | $12.4M | 4.62% | −641−2.8% | Reduced |
| Navis Wealth Advisors, LLC | 22,005 | $12.3M | 12.09% | +1,569+7.7% | Added |
| Hickory Point Bank & Trust | 21,951 | $12.3M | 10.80% | −42−0.2% | Reduced |
| Grimes & Company, Inc. | 21,942 | $12.3M | 0.38% | −285−1.3% | Reduced |
| Penserra Capital Management LLC | 21,931 | $12.3M | 0.22% | −33,679−60.6% | Reduced |
| Schnieders Capital Management LLC | 21,899 | $12.3M | 2.62% | −203−0.9% | Reduced |
| MinichMacGregor Wealth Management, LLC | 21,893 | $12.2M | 2.74% | −1,509−6.4% | Reduced |
| Guardian Wealth Advisors, LLC | 21,872 | $12.2M | 0.98% | +214+1.0% | Added |
| Jacksonville Wealth Management, LLC | 21,871 | $12.2M | 12.04% | +446+2.1% | Added |
| Custos Family Office, LLC | 21,827 | $12.2M | 4.33% | −449−2.0% | Reduced |
| Umb Bank N A | 21,818 | $12.2M | 0.20% | +1,860+9.3% | Added |
| Appleton Partners Inc | 21,814 | $12.2M | 0.94% | −784−3.5% | Reduced |
| Polianta Ltd | 21,800 | $12.2M | 5.89% | +21,800 | New |
| Golden State Wealth Management, LLC | 21,764 | $12.2M | 1.81% | +2,235+11.4% | Added |
| Destination Wealth Management | 21,757 | $12.2M | 0.38% | +446+2.1% | Added |
| JFS Wealth Advisors, LLC | 21,556 | $12.1M | 0.82% | −151−0.7% | Reduced |
| Traction Financial Partners, LLC | 21,530 | $12.0M | 9.40% | +1,710+8.6% | Added |
| Ullmann Financial Group, Inc. | 21,507 | $12.0M | 1.60% | +3,355+18.5% | Added |
| Good Life Advisors, LLC | 21,470 | $12.0M | 0.85% | +848+4.1% | Added |
| Morton Brown Family Wealth, LLC | 21,454 | $12.0M | 4.08% | +107+0.5% | Added |
| Evanson Asset Management, LLC | 21,375 | $12.0M | 0.87% | −1,970−8.4% | Reduced |
| Equitable Trust Co | 21,361 | $11.9M | 0.66% | −929−4.2% | Reduced |
| Great Diamond Partners, LLC | 21,346 | $11.9M | 3.26% | +6,926+48.0% | Added |
| Bigelow Investment Advisors, LLC | 21,305 | $11.9M | 5.66% | −814−3.7% | Reduced |
| Monetta Financial Services Inc | 21,300 | $11.9M | 10.54% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 21,295 | $11.9M | 0.49% | −4,250−16.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 21,239 | $11.9M | 1.42% | −1,780−7.7% | Reduced |
| Decker Retirement Planning Inc. | 21,238 | $11.9M | 7.40% | −26,554−55.6% | Reduced |
| LVM Capital Management Ltd | 21,222 | $11.9M | 1.32% | −330−1.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 21,220 | $11.9M | 0.76% | +25+0.1% | Added |
| Comprehensive Financial Management LLC | 21,142 | $11.9M | 0.37% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 21,157 | $11.8M | 7.35% | +300+1.4% | Added |
| Cambridge Associates LLC | 21,142 | $11.8M | 0.34% | −1,995−8.6% | Reduced |
| Compass Ion Advisors, LLC | 21,137 | $11.8M | 1.39% | −224−1.0% | Reduced |
| Intrust Bank NA | 21,103 | $11.8M | 1.17% | −51−0.2% | Reduced |
| SlateStone Wealth, LLC | 21,086 | $11.8M | 1.18% | −10,806−33.9% | Reduced |
| CWA Asset Management Group, LLC | 21,060 | $11.8M | 0.56% | +3,671+21.1% | Added |
| Highview Capital Management LLC | 20,996 | $11.7M | 4.92% | +1,186+6.0% | Added |
| Douglass Winthrop Advisors, LLC | 20,962 | $11.7M | 0.22% | +15,714+299.4% | Added |
| Americana Partners, LLC | 20,956 | $11.7M | 0.46% | −7,257−25.7% | Reduced |
| Ami Investment Management Inc | 20,784 | $11.6M | 3.75% | −171−0.8% | Reduced |
| Sovran Advisors, LLC | 22,008 | $11.6M | 1.50% | +726+3.4% | Added |
| Balboa Wealth Partners | 20,710 | $11.6M | 2.80% | −2,169−9.5% | Reduced |
| Vident Advisory, LLC | 20,699 | $11.6M | 0.17% | −2,849−12.1% | Reduced |
| SFMG, LLC | 20,674 | $11.6M | 0.91% | −1,227−5.6% | Reduced |
| Sandbox Financial Partners, LLC | 20,588 | $11.5M | 4.07% | +383+1.9% | Added |
| Phoenix Holdings Ltd. | 20,588 | $11.5M | 0.18% | −1,365−6.2% | Reduced |
| Cavalier Investments, LLC | 20,571 | $11.5M | 3.91% | −3,471−14.4% | Reduced |
| First Foundation Advisors | 20,563 | $11.5M | 0.47% | −2,957−12.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 20,352 | $11.5M | 0.34% | −949−4.5% | Reduced |
| One Capital Management, LLC | 20,526 | $11.5M | 0.39% | −479−2.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 20,487 | $11.5M | 1.86% | +855+4.4% | Added |
| TSFG, LLC | 20,439 | $11.4M | 2.34% | +481+2.4% | Added |
| Sculptor Capital LP | 20,438 | $11.4M | 0.26% | −413,042−95.3% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 20,393 | $11.4M | 5.18% | +29+0.1% | Added |
| Ferguson Wellman Capital Management, Inc | 20,382 | $11.4M | 0.22% | +7,948+63.9% | Added |
| Cypress Capital Group | 20,349 | $11.4M | 1.49% | +239+1.2% | Added |
| Caliber Wealth Management, LLC | 20,348 | $11.4M | 1.55% | +20,348 | New |
| Trust Point Inc. | 20,340 | $11.4M | 1.04% | −152−0.7% | Reduced |
| Advisors Capital Management, LLC | 20,326 | $11.4M | 0.18% | −20,537−50.3% | Reduced |
| Tower Research Capital LLC (TRC) | 19,970 | $11.3M | 0.34% | −166,391−89.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 20,215 | $11.3M | 1.14% | +76+0.4% | Added |
| L.M. Kohn & Company | 20,214 | $11.3M | 2.95% | +2,182+12.1% | Added |
| Luken Investment Analytics, LLC | 20,149 | $11.3M | 5.28% | −507−2.5% | Reduced |
| Montecito Bank & Trust | 20,147 | $11.3M | 1.99% | −131−0.6% | Reduced |
| Triglav Skladi, D.O.O. | 20,145 | $11.3M | 0.95% | +20,145 | New |
| Erste Asset Management GmbH | 20,100 | $11.2M | 0.14% | +20,100 | New |
| KG&L Capital Management,LLC | 20,051 | $11.2M | 3.63% | +553+2.8% | Added |
| Ancora Advisors, LLC | 20,020 | $11.2M | 0.25% | +355+1.8% | Added |
| Milestone Asset Management, LLC | 20,010 | $11.2M | 2.39% | −819−3.9% | Reduced |
| Schrum Private Wealth Management LLC | 20,003 | $11.2M | 9.84% | −121−0.6% | Reduced |
| Lockheed Martin Investment Management Co | 20,000 | $11.2M | 0.46% | −10,000−33.3% | Reduced |
| Aries Wealth Management | 19,985 | $11.2M | 3.04% | +567+2.9% | Added |
| Financial Guidance Group, Inc. | 19,969 | $11.2M | 6.03% | +150+0.8% | Added |
| Westwood Holdings Group Inc. | 19,947 | $11.2M | 0.08% | −39,807−66.6% | Reduced |
| Gunma Bank,Ltd. | 19,900 | $11.1M | 3.59% | +19,900 | New |
| Paulson Wealth Management Inc. | 19,897 | $11.1M | 3.13% | +93+0.5% | Added |
| BlueChip Wealth Advisors LLC | 19,883 | $11.1M | 5.46% | −524−2.6% | Reduced |
| Nixon Peabody Trust Co | 19,854 | $11.1M | 0.94% | −9,001−31.2% | Reduced |
| LWM Advisory Services, LLC | 19,847 | $11.1M | 7.71% | −15,321−43.6% | Reduced |
| Union Savings Bank | 19,837 | $11.1M | 5.42% | +448+2.3% | Added |
| St. Louis Financial Planners Asset Management, LLC | 19,786 | $11.1M | 8.27% | +1,488+8.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 19,725 | $11.1M | 0.27% | −864−4.2% | Reduced |
| Constant Guidance Financial LLC | 19,777 | $11.1M | 13.92% | +1,769+9.8% | Added |
| Bienville Capital Management, LLC | 19,709 | $11.1M | 2.68% | −277−1.4% | Reduced |
| Lane & Associates LLC | 19,765 | $11.1M | 5.96% | −22,215−52.9% | Reduced |
| Dale Q Rice Investment Management Ltd | 19,692 | $11.0M | 5.69% | +443+2.3% | Added |
| US Financial Advisors, LLC | 19,691 | $11.0M | 3.26% | +64+0.3% | Added |
| 49 Wealth Management, LLC | 19,666 | $11.0M | 1.33% | +18,144+1,192.1% | Added |
| MidAtlantic Capital Management, Inc. | 19,621 | $11.0M | 8.62% | +241+1.2% | Added |
| Boxwood Ventures, Inc. | 19,550 | $11.0M | 15.66% | 00.0% | Unchanged |
| McLean Asset Management Corp | 22,046 | $10.9M | 3.62% | +339+1.6% | Added |
| Nations Financial Group Inc, | 19,513 | $10.9M | 0.83% | +3,954+25.4% | Added |
| Bedel Financial Consulting, Inc. | 19,513 | $10.9M | 1.56% | +1,267+6.9% | Added |
| Terry L. Blaker | 19,481 | $10.9M | 0.43% | −153−0.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 19,396 | $10.8M | 0.89% | +1,545+8.7% | Added |