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 |
|---|---|---|---|---|---|
| Annandale Capital, LLC | 14,269 | $7.98M | 1.50% | −11,032−43.6% | Reduced |
| Aurora Private Wealth, Inc. | 14,232 | $7.96M | 6.36% | +3,619+34.1% | Added |
| Panagora Asset Management Inc | 14,213 | $7.95M | 0.04% | −9,471−40.0% | Reduced |
| Spectrum Strategic Capital Management, LLC | 14,202 | $7.94M | 4.98% | −223−1.5% | Reduced |
| Latko Wealth Management, Ltd. | 14,189 | $7.94M | 5.15% | −321−2.2% | Reduced |
| Silver Oak Securities, Inc | 14,130 | $7.85M | 0.73% | −1,595−10.1% | Reduced |
| Nvest Financial, LLC | 13,992 | $7.83M | 4.19% | −40.0% | Reduced |
| Colorado Capital Management, Inc. | 13,991 | $7.83M | 3.65% | +128+0.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 13,992 | $7.82M | 0.64% | −1,534−9.9% | Reduced |
| Yakira Capital Management, Inc. | 13,950 | $7.80M | 3.17% | −4,050−22.5% | Reduced |
| Vision Financial Markets LLC | 13,924 | $7.79M | 8.48% | −454−3.2% | Reduced |
| BCJ Capital Management, LLC | 13,915 | $7.78M | 0.56% | −448−3.1% | Reduced |
| Waddell & Associates, LLC | 13,886 | $7.77M | 0.94% | +4,333+45.4% | Added |
| Prudential PLC | 13,835 | $7.74M | 0.04% | +9,770+240.3% | Added |
| Iron Financial, LLC | 13,831 | $7.74M | 4.34% | +220+1.6% | Added |
| Bolthouse Investments, LLC | 13,804 | $7.72M | 8.05% | +1,044+8.2% | Added |
| VanderPol Investments L.L.C. | 13,800 | $7.72M | 16.31% | −100−0.7% | Reduced |
| Marathon Trading Investment Management LLC | 13,777 | $7.71M | 4.09% | −92,292−87.0% | Reduced |
| AlphaStar Capital Management, LLC | 13,722 | $7.68M | 0.77% | −425−3.0% | Reduced |
| Washington Capital Management Inc | 13,671 | $7.65M | 6.17% | 00.0% | Unchanged |
| Clear Street LLC | 13,662 | $7.64M | 0.15% | +13,662 | New |
| CVFG LLC | 13,653 | $7.64M | 6.95% | +190+1.4% | Added |
| Ignite Planners, LLC | 13,669 | $7.63M | 1.49% | −53−0.4% | Reduced |
| Frisco Financial Planning LLC | 13,630 | $7.62M | 7.39% | +303+2.3% | Added |
| Tandem Investment Partners LLC | 13,630 | $7.62M | 7.53% | −11,369−45.5% | Reduced |
| MGB Wealth Management, LLC | 13,642 | $7.61M | 2.75% | +1,449+11.9% | Added |
| ZWJ Investment Counsel Inc | 13,597 | $7.61M | 0.31% | −505−3.6% | Reduced |
| Financial Advisory Service, Inc. | 13,519 | $7.56M | 0.62% | +450+3.4% | Added |
| Clare Market Investments LLC | 13,505 | $7.55M | 1.99% | +2,182+19.3% | Added |
| Cozad Asset Management Inc | 13,484 | $7.54M | 0.75% | −93−0.7% | Reduced |
| Etesian Wealth Advisors, Inc. | 13,443 | $7.52M | 3.24% | +93+0.7% | Added |
| Capital Wealth Management, LLC | 13,433 | $7.51M | 3.12% | +53+0.4% | Added |
| Venturi Wealth Management, LLC | 13,424 | $7.51M | 0.39% | −9,366−41.1% | Reduced |
| Beach Investment Counsel Inc | 13,410 | $7.50M | 1.10% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 13,404 | $7.50M | 0.49% | +571+4.4% | Added |
| Brightwater Advisory LLC | 13,403 | $7.50M | 5.93% | −303−2.2% | Reduced |
| Bluefin Capital Management, LLC | 13,400 | $7.50M | 6.02% | +13,400 | New |
| Fortress Wealth Group, LLC | 13,514 | $7.49M | 3.69% | −56−0.4% | Reduced |
| Harbor Investment Advisory, LLC | 13,375 | $7.48M | 0.73% | +350+2.7% | Added |
| Genesee Capital Advisors, LLC | 13,349 | $7.47M | 3.73% | +1,505+12.7% | Added |
| Trust Co of Vermont | 13,334 | $7.46M | 0.37% | +1,052+8.6% | Added |
| Helen Stephens Group, LLC | 13,331 | $7.46M | 2.11% | +2,799+26.6% | Added |
| Creative Financial Designs Inc | 13,323 | $7.45M | 0.59% | +368+2.8% | Added |
| Washington Trust Advisors, Inc. | 13,311 | $7.45M | 0.66% | −940−6.6% | Reduced |
| Collective Family Office LLC | 13,223 | $7.40M | 2.00% | −138−1.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 12,578 | $7.37M | 2.40% | +5,392+75.0% | Added |
| Sitrin Capital Management LLC | 13,079 | $7.34M | 3.96% | +350+2.7% | Added |
| Savoie Capital LLC | 12,503 | $7.33M | 0.87% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 13,091 | $7.32M | 1.56% | +3,327+34.1% | Added |
| IMC-Chicago, LLC | 13,040 | $7.29M | 0.28% | −363,642−96.5% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 13,029 | $7.29M | 2.23% | −92−0.7% | Reduced |
| World Equity Group, Inc. | 13,020 | $7.28M | 2.08% | −13,070−50.1% | Reduced |
| First City Capital Management, Inc. | 12,985 | $7.26M | 4.36% | −46−0.4% | Reduced |
| First American Trust, FSB | 12,939 | $7.24M | 0.67% | +1,820+16.4% | Added |
| Sequent Asset Management, LLC | 12,881 | $7.21M | 4.01% | +6,264+94.7% | Added |
| Farmers & Merchants Investments Inc | 12,843 | $7.18M | 0.23% | 00.0% | Unchanged |
| RFG Advisory, LLC | 12,832 | $7.18M | 0.19% | −5,301−29.2% | Reduced |
| Woodline Partners LP | 12,790 | $7.15M | 0.05% | +12,790 | New |
| Sabal Trust CO | 12,725 | $7.12M | 0.40% | +1,015+8.7% | Added |
| Apella Capital, LLC | 12,967 | $7.11M | 0.24% | −314−2.4% | Reduced |
| Capital Investment Advisory Services, LLC | 12,690 | $7.10M | 0.63% | +110+0.9% | Added |
| Oxinas Partners Wealth Management LLC | 12,686 | $7.10M | 4.19% | −1,268−9.1% | Reduced |
| Veracity Capital LLC | 12,672 | $7.09M | 2.78% | −318−2.4% | Reduced |
| Madrid Financial Services | 12,651 | $7.08M | 5.15% | −677−5.1% | Reduced |
| Glassman Wealth Services | 12,593 | $7.04M | 1.18% | −50.0% | Reduced |
| Corundum Group, Inc. | 12,573 | $7.03M | 3.37% | −11,338−47.4% | Reduced |
| Patten Group, Inc. | 12,521 | $7.00M | 1.60% | −321−2.5% | Reduced |
| Scoggin Management LP | 12,500 | $6.99M | 3.46% | +12,500 | New |
| Bank of New Hampshire | 12,492 | $6.99M | 1.83% | +1,181+10.4% | Added |
| Novus Advisors, LLC | 12,475 | $6.98M | 7.04% | −2,376−16.0% | Reduced |
| Kanawha Capital Management LLC | 12,466 | $6.97M | 0.54% | +1,312+11.8% | Added |
| Moody National Bank Trust Division | 12,442 | $6.96M | 0.73% | +389+3.2% | Added |
| Certified Advisory Corp | 12,387 | $6.93M | 0.78% | +206+1.7% | Added |
| Marshall Investment Management, LLC | 12,342 | $6.90M | 4.29% | +1,887+18.0% | Added |
| International Private Wealth Advisors LLC | 12,337 | $6.90M | 6.61% | −1,455−10.5% | Reduced |
| Cypress Wealth Services, LLC | 12,310 | $6.89M | 1.40% | −13−0.1% | Reduced |
| Ameliora Wealth Management Ltd. | 12,305 | $6.88M | 2.59% | −2,393−16.3% | Reduced |
| Victory Capital Management Inc | 12,289 | $6.87M | 0.01% | −22,685−64.9% | Reduced |
| Cliffwater LLC | 12,204 | $6.83M | 1.78% | 00.0% | Unchanged |
| DBK Financial Counsel, LLC | 12,202 | $6.83M | 6.84% | −137−1.1% | Reduced |
| Green Harvest Asset Management LLC | 12,157 | $6.80M | 0.16% | −701−5.5% | Reduced |
| Gillespie Robinson & Grimm Inc | 12,121 | $6.78M | 0.55% | +627+5.5% | Added |
| Charter Trust Co | 12,102 | $6.77M | 0.45% | +15+0.1% | Added |
| Strategy Asset Managers LLC | 12,098 | $6.77M | 1.40% | −2,738−18.5% | Reduced |
| FreeGulliver LLC | 12,073 | $6.75M | 3.42% | +1,359+12.7% | Added |
| Florida Financial Advisors, LLC | 12,068 | $6.75M | 2.66% | −1,465−10.8% | Reduced |
| Aspire Capital Advisors LLC | 12,063 | $6.75M | 2.01% | −1,007−7.7% | Reduced |
| Sage Capital Management, LLC | 12,057 | $6.74M | 3.66% | −633−5.0% | Reduced |
| Lighthouse Investment Partners, LLC | 12,000 | $6.71M | 0.31% | +12,000 | New |
| GPS Wealth Strategies Group, LLC | 11,992 | $6.71M | 0.90% | −488−3.9% | Reduced |
| Oliver Luxxe Assets LLC | 11,989 | $6.71M | 1.25% | −584−4.6% | Reduced |
| KFA Private Wealth Group, LLC | 11,985 | $6.70M | 2.35% | +5,483+84.3% | Added |
| Krilogy Financial LLC | 11,944 | $6.68M | 0.43% | −675−5.3% | Reduced |
| West Bancorporation Inc | 11,922 | $6.67M | 4.53% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 11,911 | $6.66M | 1.36% | +5,263+79.2% | Added |
| Rockingstone Advisors LLC | 11,880 | $6.65M | 2.99% | −34−0.3% | Reduced |
| TCTC Holdings, LLC | 11,812 | $6.61M | 0.23% | +3,674+45.1% | Added |
| Cornerstone Advisors Asset Management, LLC | 11,806 | $6.60M | 1.35% | −23−0.2% | Reduced |
| Covenant Asset Management, LLC | 11,781 | $6.59M | 1.66% | +692+6.2% | Added |
| Motiv8 Investments LLC | 11,778 | $6.59M | 4.37% | −747−6.0% | Reduced |