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 |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | 16,503 | $9.23M | 0.34% | +2,255+15.8% | Added |
| Redwood Investment Management, LLC | 16,500 | $9.23M | 1.00% | +11,259+214.8% | Added |
| GW Henssler & Associates Ltd | 16,448 | $9.20M | 0.53% | +12,962+371.8% | Added |
| Forum Financial Management, LP | 16,355 | $9.15M | 0.15% | +111+0.7% | Added |
| Legacy Edge Advisors, LLC | 16,338 | $9.14M | 1.43% | −128−0.8% | Reduced |
| Sigma Investment Counselors Inc | 16,316 | $9.13M | 0.56% | −90−0.5% | Reduced |
| Ssa Swiss Advisors AG | 16,224 | $9.08M | 4.65% | +16,224 | New |
| Next Level Private LLC | 16,204 | $9.06M | 3.38% | −300−1.8% | Reduced |
| Marquette Associates, Inc. | 16,169 | $9.04M | 9.05% | −4,543−21.9% | Reduced |
| ORG Partners LLC | 16,117 | $9.04M | 2.23% | −35,387−68.7% | Reduced |
| Greenvale Capital LLP | 16,150 | $9.03M | 0.88% | +16,150 | New |
| Connective Capital Management, LLC | 16,142 | $9.03M | 8.32% | +16,142 | New |
| Triumph Capital Management | 16,137 | $9.03M | 3.01% | +80+0.5% | Added |
| Garrett Investment Advisors LLC | 16,117 | $9.02M | 0.88% | +45+0.3% | Added |
| Empowered Funds, LLC | 16,101 | $9.01M | 0.13% | +16,101 | New |
| WCG Wealth Advisors LLC | 16,099 | $9.01M | 0.68% | −8,625−34.9% | Reduced |
| Keystone Wealth Services, LLC | 16,088 | $9.00M | 2.44% | +76+0.5% | Added |
| Ramiah Investment Group | 16,086 | $9.00M | 8.62% | −2,111−11.6% | Reduced |
| Vivaldi Capital Management, LLC | 16,083 | $9.00M | 1.45% | +606+3.9% | Added |
| Ronald Blue Trust, Inc. | 16,034 | $8.97M | 0.11% | −433−2.6% | Reduced |
| Courier Capital LLC | 16,031 | $8.97M | 0.59% | −1,248−7.2% | Reduced |
| Perritt Capital Management Inc | 15,963 | $8.93M | 4.93% | +1,049+7.0% | Added |
| Community Bank, N.A. | 15,950 | $8.92M | 1.20% | −528−3.2% | Reduced |
| Ackerman Asset Management, LLC | 15,911 | $8.90M | 8.05% | +15,911 | New |
| Bayesian Capital Management, LP | 15,900 | $8.89M | 1.47% | +15,900 | New |
| SeaCrest Wealth Management, LLC | 15,894 | $8.89M | 1.01% | −960−5.7% | Reduced |
| Banque Cantonale Vaudoise | 15,881 | $8.88M | 0.39% | +15,881 | New |
| Quent Capital, LLC | 15,872 | $8.88M | 0.93% | −2,426−13.3% | Reduced |
| Peak Asset Management, LLC | 15,857 | $8.87M | 1.69% | +482+3.1% | Added |
| Austin Private Wealth, LLC | 15,852 | $8.87M | 0.80% | +6,337+66.6% | Added |
| Zevin Asset Management LLC | 15,787 | $8.83M | 1.40% | −1,654−9.5% | Reduced |
| Keeley-Teton Advisors, LLC | 15,778 | $8.83M | 1.07% | −18−0.1% | Reduced |
| Cypress Capital Advisors, LLC | 15,707 | $8.79M | 6.11% | −315−2.0% | Reduced |
| RB Capital Management, LLC | 15,701 | $8.78M | 2.14% | +311+2.0% | Added |
| NBT Bank N A | 15,662 | $8.76M | 0.63% | −167−1.1% | Reduced |
| Rappaport Reiches Capital Management, LLC | 15,633 | $8.74M | 2.19% | +185+1.2% | Added |
| X-Square Capital, LLC | 15,609 | $8.73M | 3.75% | +313+2.0% | Added |
| Regent Peak Wealth Advisors LLC | 15,564 | $8.71M | 2.06% | +4,491+40.6% | Added |
| Citizens Business Bank | 15,540 | $8.69M | 1.89% | −10,652−40.7% | Reduced |
| Nelson Capital Management, LLC | 15,534 | $8.69M | 1.50% | −73−0.5% | Reduced |
| Sunbelt Securities, Inc. | 15,483 | $8.66M | 0.77% | +1,609+11.6% | Added |
| waypoint wealth counsel | 15,432 | $8.63M | 5.42% | −54−0.3% | Reduced |
| GenWealth Group, Inc. | 15,408 | $8.62M | 1.90% | −645−4.0% | Reduced |
| Centiva Capital, LP | 15,400 | $8.61M | 0.50% | −290,730−95.0% | Reduced |
| Enterprise Bank & Trust Co | 15,386 | $8.61M | 3.32% | −40.0% | Reduced |
| Spears Abacus Advisors LLC | 15,372 | $8.60M | 0.19% | +1,404+10.1% | Added |
| Blue Fin Capital, Inc. | 15,348 | $8.59M | 1.67% | +5,293+52.6% | Added |
| Hedeker Wealth, LLC | 15,340 | $8.58M | 2.31% | −8,017−34.3% | Reduced |
| Schroder Investment Management Group | 15,327 | $8.57M | 0.01% | −20,980−57.8% | Reduced |
| RMR Wealth Builders | 15,307 | $8.56M | 0.90% | −1,367−8.2% | Reduced |
| Wedmont Private Capital | 16,012 | $8.55M | 0.44% | +40.0% | Added |
| Fortis Group Advisors, LLC | 15,265 | $8.54M | 1.66% | −548−3.5% | Reduced |
| Perbak Capital Partners LLP | 15,263 | $8.54M | 6.33% | −27,172−64.0% | Reduced |
| Perfromance Wealth Partners, LLC | 15,220 | $8.51M | 0.30% | −1,378−8.3% | Reduced |
| Savvy Advisors, Inc. | 15,204 | $8.51M | 0.86% | +8,423+124.2% | Added |
| Summit Wealth Partners, LLC | 15,192 | $8.50M | 1.72% | +1,174+8.4% | Added |
| Global Strategic Investment Solutions, LLC | 15,169 | $8.49M | 0.98% | +10+0.1% | Added |
| Vienna Asset Management LLC | 15,152 | $8.48M | 6.69% | +2,833+23.0% | Added |
| Lowery Thomas, LLC | 15,140 | $8.47M | 5.79% | +816+5.7% | Added |
| Coppell Advisory Solutions LLC | 15,234 | $8.44M | 1.25% | −5,251−25.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 15,078 | $8.43M | 3.16% | −121−0.8% | Reduced |
| Money Concepts Capital Corp | 15,061 | $8.42M | 0.63% | −884−5.5% | Reduced |
| F/M Investments LLC | 15,057 | $8.42M | 0.34% | +227+1.5% | Added |
| Linscomb & Williams, Inc. | 15,010 | $8.40M | 0.42% | −23−0.2% | Reduced |
| Equitec Proprietary Markets, LLC | 15,002 | $8.39M | 24.08% | +15,000+750,000.0% | Added |
| Epacria Capital Partners, LLC | 15,000 | $8.39M | 6.83% | 00.0% | Unchanged |
| Wilmar Advisors LLC | 15,000 | $8.39M | 8.68% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 14,992 | $8.39M | 1.50% | −810−5.1% | Reduced |
| Coastal Bridge Advisors, LLC | 15,181 | $8.39M | 1.20% | +7,578+99.7% | Added |
| Freestate Advisors LLC | 14,971 | $8.37M | 8.31% | −560−3.6% | Reduced |
| Alethea Capital Management, LLC | 14,970 | $8.37M | 6.25% | +14,970 | New |
| Roundview Capital LLC | 14,861 | $8.31M | 0.60% | −11−0.1% | Reduced |
| Pinnacle Financial Group, LLC | 14,849 | $8.31M | 3.02% | −1,458−8.9% | Reduced |
| Abner Herrman & Brock LLC | 14,831 | $8.30M | 1.06% | +14,831 | New |
| Greenwood Gearhart Inc | 14,812 | $8.29M | 0.57% | +528+3.7% | Added |
| WBH Advisory Inc | 14,737 | $8.24M | 0.77% | −126−0.8% | Reduced |
| Smith & Howard Wealth Management, LLC | 14,719 | $8.23M | 2.25% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 14,690 | $8.22M | 0.54% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 14,674 | $8.21M | 0.09% | −894−5.7% | Reduced |
| Plum Street Advisors, LLC | 14,664 | $8.20M | 3.95% | −76−0.5% | Reduced |
| Westmount Partners, LLC | 14,661 | $8.20M | 2.50% | −141−1.0% | Reduced |
| Canandaigua National Trust Co of Florida | 14,654 | $8.20M | 7.23% | −2,175−12.9% | Reduced |
| Waterloo Capital, L.P. | 14,638 | $8.19M | 0.76% | −2,648−15.3% | Reduced |
| First Washington CORP | 14,633 | $8.19M | 2.87% | 00.0% | Unchanged |
| Wealth Alliance | 14,567 | $8.15M | 0.99% | −1,228−7.8% | Reduced |
| Avantax Planning Partners, Inc. | 14,557 | $8.14M | 0.29% | +11+0.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,642 | $8.14M | 1.24% | −573−3.8% | Reduced |
| Jupiter Wealth Management LLC | 13,663 | $8.13M | 4.92% | −1,446−9.6% | Reduced |
| Towercrest Capital Management | 14,524 | $8.12M | 1.54% | −5,961−29.1% | Reduced |
| Successful Portfolios LLC | 14,479 | $8.10M | 5.51% | −20−0.1% | Reduced |
| Valmark Advisers, Inc. | 14,475 | $8.10M | 0.12% | +1,424+10.9% | Added |
| Betterment LLC | 14,457 | $8.09M | 0.02% | +1,539+11.9% | Added |
| Columbia Asset Management | 14,401 | $8.06M | 1.64% | +111+0.8% | Added |
| First American Bank | 14,382 | $8.05M | 0.60% | −142−1.0% | Reduced |
| Carret Asset Management, LLC | 14,376 | $8.04M | 0.91% | −1,420−9.0% | Reduced |
| Empirical Asset Management, LLC | 14,375 | $8.04M | 2.74% | +966+7.2% | Added |
| Quadrant Private Wealth Management, LLC | 14,314 | $8.03M | 2.00% | −107−0.7% | Reduced |
| Goelzer Investment Management, Inc. | 14,337 | $8.02M | 0.46% | −777−5.1% | Reduced |
| KKM Financial LLC | 14,293 | $8.00M | 3.38% | +2,897+25.4% | Added |
| DeepCurrents Investment Group LLC | 14,281 | $7.99M | 0.28% | +14,281 | New |