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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 11,765 | $6.58M | 0.41% | −201−1.7% | Reduced |
| Gratus Wealth Advisors, LLC | 11,758 | $6.58M | 1.08% | +45+0.4% | Added |
| Visualize Group LP | 11,750 | $6.57M | 2.16% | −3,250−21.7% | Reduced |
| Meritage Portfolio Management | 11,740 | $6.57M | 0.44% | −1,175−9.1% | Reduced |
| Ellenbecker Investment Group | 11,727 | $6.56M | 1.18% | −3,268−21.8% | Reduced |
| New Age Alpha Advisors, LLC | 11,726 | $6.56M | 0.29% | +10,314+730.5% | Added |
| Leo Wealth, LLC | 11,702 | $6.55M | 0.94% | −898−7.1% | Reduced |
| Clear Creek Financial Management, LLC | 11,698 | $6.55M | 0.68% | −2,115−15.3% | Reduced |
| Port Capital LLC | 11,687 | $6.54M | 0.30% | −752−6.0% | Reduced |
| Invenio Wealth Partners LLC | 11,679 | $6.53M | 2.74% | −130−1.1% | Reduced |
| Market Street Wealth Management Advisors LLC | 11,662 | $6.52M | 1.11% | −819−6.6% | Reduced |
| Vishria Bird Financial Group, LLC | 11,603 | $6.49M | 2.21% | −349−2.9% | Reduced |
| Massmutual Trust Co FSB | 11,579 | $6.48M | 0.19% | −26,787−69.8% | Reduced |
| Truepoint, Inc. | 11,570 | $6.47M | 0.18% | −447−3.7% | Reduced |
| Bragg Financial Advisors, Inc | 11,553 | $6.46M | 0.27% | +181+1.6% | Added |
| Capital Analysts, LLC | 11,530 | $6.45M | 0.24% | +438+3.9% | Added |
| Michels Family Financial, LLC | 11,520 | $6.44M | 5.83% | +813+7.6% | Added |
| Cornerstone Advisors, LLC | 11,500 | $6.43M | 0.28% | 00.0% | Unchanged |
| Providence First Trust Co | 11,486 | $6.42M | 2.61% | +361+3.2% | Added |
| Cassaday & Co Wealth Management LLC | 11,445 | $6.40M | 0.18% | +19+0.2% | Added |
| HBK Sorce Advisory LLC | 11,441 | $6.40M | 0.19% | −588−4.9% | Reduced |
| Diversified Enterprises, LLC | 11,398 | $6.38M | 0.54% | −4,201−26.9% | Reduced |
| Fisher Asset Management, LLC | 11,362 | $6.36M | 0.00% | +334+3.0% | Added |
| Audent Global Asset Management, LLC | 11,354 | $6.35M | 5.24% | −4,198−27.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 11,331 | $6.34M | 2.92% | +570+5.3% | Added |
| Skopos Labs, Inc. | 11,329 | $6.34M | 1.37% | +1,878+19.9% | Added |
| Iowa State Bank | 11,326 | $6.34M | 1.35% | −1,826−13.9% | Reduced |
| Amussen Hunsaker Associates LLC | 11,292 | $6.33M | 0.87% | +2,975+35.8% | Added |
| Encompass More Asset Management | 11,322 | $6.33M | 1.89% | +11,322 | New |
| Marcum Wealth, LLC | 11,296 | $6.32M | 0.55% | −3,654−24.4% | Reduced |
| Pallas Capital Advisors LLC | 11,285 | $6.31M | 0.26% | −446−3.8% | Reduced |
| Quattro Financial Advisors LLC | 11,275 | $6.31M | 2.16% | +805+7.7% | Added |
| NWF Advisory Services Inc. | 11,276 | $6.31M | 0.89% | +292+2.7% | Added |
| MGO Private Wealth, LLC | 11,274 | $6.31M | 4.45% | −217−1.9% | Reduced |
| Daiwa Securities Group Inc. | 10,910 | $6.30M | 0.03% | +10,910 | New |
| Redwood Park Advisors LLC | 11,269 | $6.30M | 5.29% | +402+3.7% | Added |
| Old Second National Bank of Aurora | 11,266 | $6.30M | 1.48% | +156+1.4% | Added |
| Logan Stone Capital, LLC | 11,263 | $6.30M | 2.94% | +9,228+453.5% | Added |
| Amplius Wealth Advisors, LLC | 11,250 | $6.29M | 0.65% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 11,227 | $6.28M | 0.57% | −150−1.3% | Reduced |
| WealthShield Partners, LLC | 11,197 | $6.27M | 0.81% | +6,119+120.5% | Added |
| Leverty Financial Group, LLC | 11,187 | $6.26M | 2.56% | +140+1.3% | Added |
| Ashford Capital Management Inc | 11,181 | $6.25M | 0.81% | −1,080−8.8% | Reduced |
| Perennial Advisors, LLC | 11,164 | $6.25M | 1.25% | +985+9.7% | Added |
| Elyxium Wealth, LLC | 11,162 | $6.24M | 2.77% | +1,335+13.6% | Added |
| Alta Wealth Advisors LLC | 11,138 | $6.23M | 2.86% | −468−4.0% | Reduced |
| GSB Wealth Management, LLC | 11,129 | $6.23M | 1.64% | −621−5.3% | Reduced |
| Blueprint Investment Partners LLC | 11,106 | $6.21M | 1.13% | −58−0.5% | Reduced |
| Novem Group | 11,100 | $6.21M | 0.88% | −311−2.7% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 11,086 | $6.20M | 1.65% | −4,977−31.0% | Reduced |
| Guardian Partners Inc. | 11,582 | $6.20M | 0.64% | −12−0.1% | Reduced |
| Ausdal Financial Partners, Inc. | 11,085 | $6.20M | 0.47% | +1,971+21.6% | Added |
| Guidance Point Advisors, LLC | 11,075 | $6.19M | 1.76% | −165−1.5% | Reduced |
| Autumn Glory Partners, LLC | 11,014 | $6.16M | 3.10% | −2,390−17.8% | Reduced |
| Annex Advisory Services, LLC | 10,999 | $6.15M | 0.17% | −1,204−9.9% | Reduced |
| Intact Investment Management Inc. | 10,985 | $6.14M | 0.21% | 00.0% | Unchanged |
| M.D. Sass Investors Services, Inc. | 10,980 | $6.14M | 0.54% | +760+7.4% | Added |
| Smithfield Trust Co | 10,969 | $6.14M | 0.31% | −69−0.6% | Reduced |
| Shoker Investment Counsel, Inc. | 10,936 | $6.12M | 2.07% | −143−1.3% | Reduced |
| David Loasby | 11,642 | $6.11M | 0.61% | −886−7.1% | Reduced |
| SageView Advisory Group, LLC | 10,908 | $6.10M | 0.26% | +25+0.2% | Added |
| Headlands Technologies LLC | 10,904 | $6.10M | 0.70% | −66,515−85.9% | Reduced |
| Private Client Services, LLC | 10,895 | $6.09M | 3.01% | −1,321−10.8% | Reduced |
| Well Done, LLC | 10,382 | $6.08M | 1.10% | +267+2.6% | Added |
| Exchange Traded Concepts, LLC | 10,870 | $6.08M | 0.11% | +10,870 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 10,943 | $6.08M | 2.74% | +183+1.7% | Added |
| Burns J W & Co Inc | 10,853 | $6.07M | 0.79% | −215−1.9% | Reduced |
| Sierra Capital LLC | 10,838 | $6.06M | 0.73% | −832−7.1% | Reduced |
| High Net Worth Advisory Group LLC | 10,804 | $6.04M | 1.71% | −20.0% | Reduced |
| Paradigm Financial Partners, LLC | 10,797 | $6.04M | 0.75% | +522+5.1% | Added |
| One Day In July LLC | 10,792 | $6.04M | 0.60% | +366+3.5% | Added |
| GeoWealth Management, LLC | 10,787 | $6.03M | 0.24% | −28,133−72.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,269 | $6.03M | 0.06% | −73−0.6% | Reduced |
| Armbruster Capital Management, Inc. | 10,764 | $6.02M | 1.20% | −89−0.8% | Reduced |
| Clear Street Markets LLC | 10,755 | $6.02M | 4.17% | −59,565−84.7% | Reduced |
| OmniStar Financial Group, Inc. | 10,680 | $6.01M | 4.74% | −472−4.2% | Reduced |
| Peoples Bank | 10,742 | $6.01M | 3.94% | −605−5.3% | Reduced |
| Trust Co of the South | 10,732 | $6.00M | 1.25% | −20,620−65.8% | Reduced |
| Stairway Partners, LLC | 10,725 | $6.00M | 0.37% | −60−0.6% | Reduced |
| Fire Capital Management LLC | 10,721 | $6.00M | 4.41% | +1,121+11.7% | Added |
| RWM Asset Management, LLC | 10,687 | $5.98M | 0.95% | −1,008−8.6% | Reduced |
| JFG Wealth Management, LLC | 10,675 | $5.97M | 1.36% | −52−0.5% | Reduced |
| Clearbridge Investments, LLC | 10,669 | $5.97M | 0.01% | −52,743−83.2% | Reduced |
| Inspire Trust Co, N.A. | 10,665 | $5.97M | 1.42% | −14,729−58.0% | Reduced |
| Verus Capital Partners, LLC | 10,656 | $5.96M | 0.60% | +541+5.3% | Added |
| Oder Investment Management, LLC | 10,614 | $5.94M | 5.04% | −163−1.5% | Reduced |
| Graham Capital Management, L.P. | 10,600 | $5.93M | 0.19% | +10,600 | New |
| New Republic Capital, LLC | 10,572 | $5.91M | 2.56% | −812−7.1% | Reduced |
| Wick Capital Partners, LLC | 10,572 | $5.91M | 1.77% | +295+2.9% | Added |
| Millington Financial Advisors, LLC | 11,038 | $5.89M | 3.62% | −111−1.0% | Reduced |
| TruNorth Capital Management, LLC | 10,534 | $5.89M | 1.46% | +5,670+116.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 10,520 | $5.88M | 0.88% | +10,520 | New |
| OneAscent Financial Services LLC | 10,457 | $5.86M | 0.38% | −331−3.1% | Reduced |
| Drexel Morgan & Co. | 10,436 | $5.84M | 1.23% | +50+0.5% | Added |
| Polymer Capital Management (HK) LTD | 10,429 | $5.83M | 1.01% | −5,650−35.1% | Reduced |
| My Personal CFO, LLC | 10,391 | $5.81M | 2.93% | +483+4.9% | Added |
| Hillman Co | 10,371 | $5.80M | 2.19% | +10,371 | New |
| Founders Capital Management | 10,349 | $5.79M | 3.75% | +10.0% | Added |
| Asset Dedication, LLC | 10,346 | $5.79M | 0.47% | −163−1.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 10,308 | $5.77M | 0.87% | +523+5.3% | Added |