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 |
|---|---|---|---|---|---|
| Saxon Interests, Inc. | 10,306 | $5.77M | 2.70% | +4,319+72.1% | Added |
| Howe & Rusling Inc | 10,284 | $5.75M | 0.48% | −1,493−12.7% | Reduced |
| Investment House LLC | 10,281 | $5.75M | 0.33% | +10,281 | New |
| Solano Wealth Investment Advisors LLC | 10,245 | $5.73M | 3.55% | −595−5.5% | Reduced |
| Litman Gregory Asset Management LLC | 10,221 | $5.72M | 0.49% | +869+9.3% | Added |
| Novak & Powell Financial Services, Inc. | 10,183 | $5.70M | 3.54% | +341+3.5% | Added |
| Guyasuta Investment Advisors Inc | 10,145 | $5.67M | 0.37% | +676+7.1% | Added |
| GQG Partners LLC | 10,143 | $5.67M | 0.01% | −56,663−84.8% | Reduced |
| Stephen J. Garry & Associates, LLC | 10,130 | $5.67M | 5.30% | +26+0.3% | Added |
| First Trust Advisors LP | 10,130 | $5.67M | 0.01% | +5,956+142.7% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 10,129 | $5.67M | 0.41% | −201−1.9% | Reduced |
| Latitude Advisors, LLC | 10,117 | $5.66M | 3.29% | −854−7.8% | Reduced |
| Hohimer Wealth Management, LLC | 10,101 | $5.65M | 1.10% | −23−0.2% | Reduced |
| Second Half Financial Partners, LLC | 10,094 | $5.65M | 2.80% | +2,694+36.4% | Added |
| Parcion Private Wealth LLC | 10,079 | $5.64M | 0.46% | −2,846−22.0% | Reduced |
| Crews Bank & Trust | 10,073 | $5.63M | 0.96% | −83−0.8% | Reduced |
| CMG Global Holdings, LLC | 10,306 | $5.63M | 3.67% | −3,317−24.3% | Reduced |
| Laird Norton Trust Company, LLC | 10,000 | $5.61M | 0.90% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 10,019 | $5.60M | 6.21% | −234−2.3% | Reduced |
| Naples Global Advisors, LLC | 9,981 | $5.60M | 0.53% | −82−0.8% | Reduced |
| LCNB Corp | 10,009 | $5.60M | 2.06% | −73−0.7% | Reduced |
| Founders Financial Alliance, LLC | 10,000 | $5.59M | 1.36% | +1,272+14.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10,004 | $5.59M | 0.01% | +10.0% | Added |
| SRS Capital Advisors, Inc. | 9,996 | $5.59M | 0.36% | +2,742+37.8% | Added |
| Legacy Wealth Management, Inc | 9,991 | $5.59M | 0.37% | +26+0.3% | Added |
| Weaver Capital Management LLC | 9,983 | $5.58M | 1.49% | −18−0.2% | Reduced |
| Bay Rivers Group | 9,976 | $5.58M | 2.93% | −85−0.8% | Reduced |
| Omnia Family Wealth, LLC | 9,939 | $5.58M | 2.33% | +83+0.8% | Added |
| AGH Wealth Advisors, LLC | 9,921 | $5.56M | 5.36% | −5,136−34.1% | Reduced |
| Cypress Financial Planning LLC | 9,928 | $5.55M | 2.00% | −684−6.4% | Reduced |
| Madison Park Capital Advisors, LLC | 9,909 | $5.54M | 4.86% | +389+4.1% | Added |
| Walkner Condon Financial Advisors LLC | 9,852 | $5.51M | 1.11% | −1,407−12.5% | Reduced |
| Garde Capital, Inc. | 9,844 | $5.51M | 0.32% | −54−0.5% | Reduced |
| White Pine Capital LLC | 9,826 | $5.50M | 1.90% | −5−0.1% | Reduced |
| Camelot Technology Advisors, Inc. | 9,824 | $5.50M | 5.08% | +15+0.2% | Added |
| Fortitude Advisory Group L.L.C. | 10,435 | $5.49M | 3.94% | −1,058−9.2% | Reduced |
| Kraft, Davis & Associates, LLC | 10,410 | $5.48M | 1.77% | +4,996+92.3% | Added |
| Sharper & Granite LLC | 9,790 | $5.48M | 2.26% | +1,127+13.0% | Added |
| Sterling Capital Management LLC | 9,785 | $5.47M | 0.08% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 9,780 | $5.47M | 3.16% | −342−3.4% | Reduced |
| LRI Investments, LLC | 9,766 | $5.46M | 0.53% | +462+5.0% | Added |
| American Institute for Advanced Investment Management, LLP | 9,750 | $5.45M | 4.16% | −817−7.7% | Reduced |
| Central Valley Advisors, LLC | 9,743 | $5.45M | 2.07% | −444−4.4% | Reduced |
| Fiduciary Planning LLC | 9,735 | $5.45M | 1.79% | −885−8.3% | Reduced |
| John W. Brooker & Co., CPAs | 9,724 | $5.44M | 2.25% | +86+0.9% | Added |
| Nautilus Advisors LLC | 9,718 | $5.44M | 4.49% | −273−2.7% | Reduced |
| Atom Investors LP | 9,717 | $5.44M | 0.67% | +6,707+222.8% | Added |
| Morris Financial Concepts, Inc. | 9,711 | $5.43M | 2.28% | −264−2.6% | Reduced |
| Seelaus Asset Management LLC | 9,705 | $5.43M | 5.17% | −897−8.5% | Reduced |
| Defined Wealth Management, LLC | 9,704 | $5.43M | 3.65% | −43−0.4% | Reduced |
| HCR Wealth Advisors | 9,690 | $5.42M | 0.71% | +604+6.6% | Added |
| Global Trust Asset Management, LLC | 9,666 | $5.41M | 3.30% | −24,162−71.4% | Reduced |
| Round Rock Advisors, LLC | 9,654 | $5.40M | 1.00% | −1,013−9.5% | Reduced |
| TL Private Wealth | 10,839 | $5.38M | 2.67% | +367+3.5% | Added |
| Private Capital Management, LLC | 9,617 | $5.38M | 0.60% | +98+1.0% | Added |
| Intrua Financial, LLC | 9,612 | $5.38M | 0.84% | +626+7.0% | Added |
| Kearns & Associates LLC | 9,610 | $5.38M | 3.49% | −40−0.4% | Reduced |
| Orca Investment Management, LLC | 9,594 | $5.37M | 5.36% | −162−1.7% | Reduced |
| Garden State Investment Advisory Services LLC | 9,571 | $5.36M | 1.72% | +524+5.8% | Added |
| Herbst Group, LLC | 9,551 | $5.34M | 3.78% | +212+2.3% | Added |
| Rockland Trust Co | 9,523 | $5.33M | 0.27% | +111+1.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 9,505 | $5.32M | 0.31% | +371+4.1% | Added |
| Samalin Investment Counsel, LLC | 9,501 | $5.32M | 2.16% | −143−1.5% | Reduced |
| Centennial Bank | 9,499 | $5.31M | 2.53% | +190+2.0% | Added |
| Lockerman Financial Group, Inc. | 9,451 | $5.29M | 8.00% | +1,123+13.5% | Added |
| Madison Wealth Partners, Inc | 9,446 | $5.28M | 1.30% | +20.0% | Added |
| Loudon Investment Management, LLC | 9,398 | $5.26M | 3.00% | +5+0.1% | Added |
| Richards, Merrill & Peterson, Inc. | 9,391 | $5.25M | 2.73% | +19+0.2% | Added |
| Personal Cfo Solutions, LLC | 9,383 | $5.25M | 1.07% | +472+5.3% | Added |
| Pinnacle Bancorp, Inc. | 9,349 | $5.23M | 1.71% | +45+0.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,333 | $5.22M | 2.92% | +6+0.1% | Added |
| JDM Financial Group LLC | 9,317 | $5.21M | 2.64% | −579−5.9% | Reduced |
| TCI Wealth Advisors, Inc. | 9,315 | $5.21M | 0.42% | −332−3.4% | Reduced |
| Retirement Planning Group | 9,309 | $5.21M | 0.24% | −1,613−14.8% | Reduced |
| Simplicity Wealth,LLC | 9,304 | $5.20M | 0.40% | −6,049−39.4% | Reduced |
| Wimmer Associates 1, LLC | 8,838 | $5.19M | 2.74% | −7−0.1% | Reduced |
| Raleigh Capital Management Inc. | 9,257 | $5.18M | 2.34% | −6,606−41.6% | Reduced |
| Castle Rock Wealth Management, LLC | 9,223 | $5.17M | 1.39% | −593−6.0% | Reduced |
| Tompkins Financial Corp | 9,231 | $5.16M | 0.49% | +358+4.0% | Added |
| Chicago Capital, LLC | 9,210 | $5.15M | 0.15% | +1,221+15.3% | Added |
| Brass Tax Wealth Management, Inc | 9,210 | $5.15M | 1.08% | +207+2.3% | Added |
| Secure Asset Management, LLC | 9,193 | $5.14M | 1.04% | +3,957+75.6% | Added |
| Christopher J. Hasenberg, Inc | 9,166 | $5.14M | 2.13% | +9,042+7,291.9% | Added |
| Wealthstream Advisors, Inc. | 9,183 | $5.14M | 0.96% | +55+0.6% | Added |
| Institute for Wealth Management, LLC. | 9,175 | $5.13M | 0.66% | −7,534−45.1% | Reduced |
| Vista Capital Partners, Inc. | 9,160 | $5.12M | 0.62% | −679−6.9% | Reduced |
| Bristol Gate Capital Partners Inc. | 9,151 | $5.12M | 0.25% | −8,017−46.7% | Reduced |
| S.A. Mason LLC | 9,131 | $5.11M | 2.70% | +20+0.2% | Added |
| Aureus Asset Management, LLC | 9,122 | $5.10M | 0.36% | −716−7.3% | Reduced |
| Coordinated Financial Services, Inc. | 9,115 | $5.10M | 3.91% | +9,115 | New |
| USAdvisors Wealth Management, LLC | 9,114 | $5.10M | 1.78% | +87+1.0% | Added |
| Auxano Advisors, LLC | 9,108 | $5.09M | 1.35% | −138−1.5% | Reduced |
| WPWealth LLP | 9,107 | $5.09M | 1.01% | −11−0.1% | Reduced |
| Joseph P. Lucia & Associates, LLC | 9,078 | $5.08M | 2.32% | +531+6.2% | Added |
| Private Wealth Partners, LLC | 9,072 | $5.07M | 0.42% | +130+1.5% | Added |
| GSG Advisors LLC | 9,205 | $5.05M | 1.66% | +16+0.2% | Added |
| Tempus Wealth Planning, LLC | 8,995 | $5.03M | 1.50% | +1,117+14.2% | Added |
| Fir Tree Capital Management LP | 8,991 | $5.03M | 100.00% | +8,991 | New |
| Montis Financial, LLC | 8,985 | $5.03M | 1.48% | −628−6.5% | Reduced |
| Fogel Capital Management, Inc. | 8,959 | $5.01M | 2.70% | +159+1.8% | Added |