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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 19,391 | $10.8M | 2.15% | +659+3.5% | Added |
| Morangie Management LLC | 19,326 | $10.8M | 10.62% | −4,299−18.2% | Reduced |
| WestEnd Advisors, LLC | 19,372 | $10.8M | 0.29% | −34,094−63.8% | Reduced |
| Global Financial Private Client, LLC | 19,327 | $10.8M | 4.13% | −1,163−5.7% | Reduced |
| Main Street Financial Solutions, LLC | 19,297 | $10.8M | 0.94% | +3,326+20.8% | Added |
| First National Bank of Omaha | 19,282 | $10.8M | 0.74% | +95+0.5% | Added |
| Channel Wealth LLC | 19,272 | $10.8M | 3.35% | +2,418+14.3% | Added |
| Sentinus, LLC | 19,264 | $10.8M | 3.02% | −423−2.1% | Reduced |
| Lee-Kelleher Wealth Management | 19,255 | $10.8M | 7.92% | +457+2.4% | Added |
| Voya Investment Management LLC | 19,248 | $10.8M | 0.01% | +3,929+25.6% | Added |
| Edge Financial Advisors LLC | 19,237 | $10.8M | 6.79% | −229−1.2% | Reduced |
| Fusion Family Wealth LLC | 19,228 | $10.8M | 0.99% | +9,435+96.3% | Added |
| Lyell Wealth Management, LP | 19,217 | $10.8M | 1.00% | −1,295−6.3% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 19,170 | $10.7M | 5.31% | −1,315−6.4% | Reduced |
| Berkshire Asset Management LLC | 18,875 | $10.7M | 0.51% | −769−3.9% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 19,039 | $10.7M | 3.46% | +663+3.6% | Added |
| Oxler Private Wealth LLC | 18,981 | $10.6M | 3.73% | −20−0.1% | Reduced |
| AlphaCore Capital LLC | 18,877 | $10.6M | 0.90% | +18,877 | New |
| LaSalle St. Investment Advisors, LLC | 18,862 | $10.6M | 2.49% | +10,609+128.5% | Added |
| Cordant, Inc. | 18,854 | $10.5M | 5.49% | −642−3.3% | Reduced |
| Quadcap Wealth Management, LLC | 18,758 | $10.5M | 1.52% | −212−1.1% | Reduced |
| Buckingham Strategic Partners | 18,731 | $10.5M | 0.16% | +6,255+50.1% | Added |
| Wealth Dimensions Group, Ltd. | 18,668 | $10.4M | 2.49% | −80.0% | Reduced |
| Transform Wealth, LLC | 18,605 | $10.4M | 0.63% | −38,176−67.2% | Reduced |
| Northern Financial Advisors Inc | 18,647 | $10.4M | 8.61% | −46−0.2% | Reduced |
| DHK Financial Advisors, Inc. | 18,566 | $10.4M | 5.71% | +8,889+91.9% | Added |
| Principal Securities, Inc. | 17,767 | $10.4M | 0.23% | 00.0% | Unchanged |
| Qalhat Capital Ltd | 18,585 | $10.4M | 2.18% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 18,515 | $10.4M | 3.14% | −98−0.5% | Reduced |
| Operose Advisors LLC | 18,488 | $10.3M | 3.43% | +6,184+50.3% | Added |
| Van Hulzen Asset Management, LLC | 18,465 | $10.3M | 0.94% | −419−2.2% | Reduced |
| Roger Wittlin Investment Advisory, LLC | 18,434 | $10.3M | 6.03% | −992−5.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 18,429 | $10.3M | 2.50% | +364+2.0% | Added |
| Planning Alternatives Ltd | 18,409 | $10.3M | 1.58% | −61−0.3% | Reduced |
| Accent Capital Management, LLC | 18,317 | $10.3M | 5.97% | +3,935+27.4% | Added |
| Bedell Frazier Investment Counseling, LLC | 18,348 | $10.3M | 2.61% | +16,612+956.9% | Added |
| Elios Financial Group Inc. | 18,340 | $10.3M | 5.06% | −881−4.6% | Reduced |
| Atlas Capital Advisors LLC | 18,333 | $10.3M | 1.28% | +255+1.4% | Added |
| Vista Investment Partners LLC | 18,320 | $10.2M | 3.12% | +58+0.3% | Added |
| Gamco Investors, Inc. Et Al | 18,310 | $10.2M | 0.11% | −100−0.5% | Reduced |
| NBW Capital LLC | 18,309 | $10.2M | 2.27% | −4,705−20.4% | Reduced |
| RIA Advisory Group LLC | 18,299 | $10.2M | 3.33% | +15,434+538.7% | Added |
| Baker Avenue Asset Management, LP | 18,296 | $10.2M | 0.32% | +146+0.8% | Added |
| Foster & Motley Inc | 18,282 | $10.2M | 0.64% | +4,083+28.8% | Added |
| Principle Wealth Partners LLC | 18,180 | $10.2M | 0.73% | +59+0.3% | Added |
| Mather Group, LLC. | 18,138 | $10.1M | 0.12% | +50.0% | Added |
| First Citizens Bank & Trust Co | 18,127 | $10.1M | 0.26% | +592+3.4% | Added |
| Caerus Investment Advisors, LLC | 18,037 | $10.1M | 9.73% | +3,842+27.1% | Added |
| Ascent Group, LLC | 17,976 | $10.1M | 0.43% | +14,680+445.4% | Added |
| First Hawaiian Bank | 17,968 | $10.1M | 1.47% | −308,335−94.5% | Reduced |
| Wernau Asset Management Inc. | 17,867 | $9.99M | 10.34% | −181−1.0% | Reduced |
| Canopy Partners, LLC | 17,858 | $9.99M | 3.89% | −874−4.7% | Reduced |
| Northstar Asset Management LLC | 17,818 | $9.97M | 2.41% | +15+0.1% | Added |
| J. W. Coons Advisors, LLC | 17,799 | $9.96M | 2.63% | +136+0.8% | Added |
| Warwick Investment Management, Inc. | 17,760 | $9.93M | 2.06% | +90+0.5% | Added |
| Aspire Private Capital, LLC | 17,745 | $9.93M | 2.47% | −14,390−44.8% | Reduced |
| Bensler, LLC | 17,682 | $9.89M | 1.24% | +1,050+6.3% | Added |
| Pasadena Private Wealth, LLC | 17,681 | $9.89M | 1.91% | +10,348+141.1% | Added |
| Lansing Street Advisors | 17,677 | $9.89M | 3.31% | +419+2.4% | Added |
| J. Goldman & Co LP | 17,669 | $9.88M | 0.35% | −13,239−42.8% | Reduced |
| Plancorp, LLC | 17,644 | $9.87M | 0.39% | +11,315+178.8% | Added |
| Sage Mountain Advisors LLC | 17,634 | $9.86M | 0.73% | −8,238−31.8% | Reduced |
| Davies Financial Advisors, Inc. | 17,618 | $9.86M | 8.40% | +856+5.1% | Added |
| Sage Capital Advisors,llc | 17,572 | $9.83M | 2.58% | −2,900−14.2% | Reduced |
| Prism Advisors, Inc. | 17,558 | $9.82M | 3.02% | −680−3.7% | Reduced |
| Cordatus Wealth Management LLC | 17,558 | $9.82M | 2.70% | +7,412+73.1% | Added |
| SpringVest Wealth Management LLC | 17,404 | $9.77M | 8.10% | −178−1.0% | Reduced |
| St. Johns Investment Management Company, LLC | 17,428 | $9.75M | 4.82% | −1,417−7.5% | Reduced |
| Godsey & Gibb Associates | 17,313 | $9.68M | 0.95% | −109−0.6% | Reduced |
| Iams Wealth Management, LLC | 17,271 | $9.66M | 4.42% | +563+3.4% | Added |
| Codex Capital Asset Management L.L.C. | 17,270 | $9.66M | 4.55% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 17,263 | $9.66M | 0.52% | +3,803+28.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 17,239 | $9.64M | 3.39% | −22−0.1% | Reduced |
| HAP Trading, LLC | 17,189 | $9.62M | 3.43% | +6,440+59.9% | Added |
| Winthrop Capital Management, LLC | 17,186 | $9.61M | 2.64% | −274−1.6% | Reduced |
| IronBridge Private Wealth, LLC | 17,186 | $9.61M | 3.79% | +1,140+7.1% | Added |
| CFM Wealth Partners LLC | 17,149 | $9.59M | 1.69% | −37−0.2% | Reduced |
| 1248 Management, LLC | 17,033 | $9.56M | 4.08% | 00.0% | Unchanged |
| StoneX Group Inc. | 17,019 | $9.54M | 0.52% | +59+0.3% | Added |
| Old North State Trust, LLC | 16,261 | $9.53M | 6.06% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 17,020 | $9.52M | 2.02% | +97+0.6% | Added |
| Ascension Capital Advisors, Inc. | 16,986 | $9.50M | 4.34% | −169−1.0% | Reduced |
| CRA Financial Services, LLC | 16,985 | $9.50M | 1.63% | +2,413+16.6% | Added |
| Cannon Advisors, Inc. | 16,979 | $9.50M | 8.75% | −387−2.2% | Reduced |
| Frazier Financial Advisors, LLC | 16,931 | $9.47M | 7.30% | −158−0.9% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 16,922 | $9.47M | 8.49% | −1,052−5.9% | Reduced |
| E Fund Management Co., Ltd. | 16,922 | $9.47M | 0.45% | −1,052−5.9% | Reduced |
| Moloney Securities Asset Management, LLC | 16,875 | $9.44M | 1.28% | −12,794−43.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,871 | $9.44M | 0.35% | −2,658−13.6% | Reduced |
| Pettinga Financial Advisors, LLC | 16,834 | $9.42M | 2.21% | +1,882+12.6% | Added |
| Nuveen, LLC | 18,236 | $9.37M | 0.00% | +18,236 | New |
| Heritage Wealth Advisors | 16,697 | $9.34M | 0.47% | −79,923−82.7% | Reduced |
| Zhang Financial LLC | 16,694 | $9.34M | 0.49% | +108+0.7% | Added |
| Paragon Capital Management Ltd | 16,691 | $9.34M | 1.91% | +40.0% | Added |
| Eagle Strategies LLC | 16,682 | $9.33M | 1.62% | +846+5.3% | Added |
| Peddock Capital Advisors, LLC | 16,640 | $9.31M | 2.36% | +56+0.3% | Added |
| Capital Advisors Wealth Management, LLC | 16,633 | $9.30M | 1.64% | +887+5.6% | Added |
| LMG Wealth Partners, LLC | 16,585 | $9.28M | 2.07% | +17+0.1% | Added |
| Pittenger & Anderson Inc | 16,533 | $9.25M | 0.34% | +162+1.0% | Added |
| Van Cleef Asset Management,Inc | 16,526 | $9.24M | 1.05% | −120−0.7% | Reduced |