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 |
|---|---|---|---|---|---|
| Mairs & Power Inc | 8,944 | $5.00M | 0.05% | −72−0.8% | Reduced |
| Sterneck Capital Management, LLC | 8,916 | $4.99M | 2.70% | +128+1.5% | Added |
| RKL Wealth Management LLC | 8,837 | $4.94M | 0.47% | +239+2.8% | Added |
| Northeast Financial Group, Inc. | 8,831 | $4.94M | 1.84% | +4,426+100.5% | Added |
| Atlas Brown,Inc. | 8,810 | $4.93M | 1.73% | +84+1.0% | Added |
| Ibex Wealth Advisors | 8,805 | $4.93M | 0.65% | −5,951−40.3% | Reduced |
| United Bank | 8,797 | $4.92M | 0.63% | +232+2.7% | Added |
| Tilson Financial Group, Inc. | 8,784 | $4.91M | 1.94% | −395−4.3% | Reduced |
| Sightline Wealth Advisors, LLC | 8,780 | $4.91M | 2.59% | −81−0.9% | Reduced |
| JustInvest LLC | 8,764 | $4.90M | 0.07% | +634+7.8% | Added |
| Deltec Asset Management LLC | 8,753 | $4.90M | 1.05% | −15−0.2% | Reduced |
| Harvest Investment Services, LLC | 8,740 | $4.89M | 1.37% | −2,014−18.7% | Reduced |
| Pacific Financial Group Inc | 8,737 | $4.89M | 3.94% | −193−2.2% | Reduced |
| Windsor Capital Management, LLC | 8,736 | $4.89M | 1.50% | −361−4.0% | Reduced |
| American National Bank | 8,726 | $4.88M | 0.54% | −544−5.9% | Reduced |
| Sage Rhino Capital LLC | 8,699 | $4.87M | 1.13% | −3,140−26.5% | Reduced |
| Breakwater Investment Management | 8,695 | $4.86M | 2.08% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 8,677 | $4.85M | 2.98% | +484+5.9% | Added |
| Baron Wealth Management LLC | 8,663 | $4.85M | 2.13% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 8,656 | $4.84M | 0.69% | +100+1.2% | Added |
| Arkansas Financial Group, Inc. | 9,225 | $4.84M | 0.84% | −349−3.6% | Reduced |
| Journey Advisory Group, LLC | 8,648 | $4.84M | 0.40% | −303−3.4% | Reduced |
| Marietta Wealth Management, LLC | 8,648 | $4.84M | 0.71% | −123−1.4% | Reduced |
| Legacy Financial Strategies, LLC | 8,632 | $4.83M | 1.05% | +500+6.1% | Added |
| SOL Capital Management CO | 8,631 | $4.83M | 0.53% | +1,445+20.1% | Added |
| Chapin Davis, Inc. | 8,614 | $4.82M | 1.64% | −1,442−14.3% | Reduced |
| Burling Wealth Partners, LLC | 8,606 | $4.81M | 1.01% | +427+5.2% | Added |
| Alterna Wealth Management, Inc | 8,587 | $4.80M | 3.64% | −16−0.2% | Reduced |
| Colony Family Offices, LLC | 8,447 | $4.74M | 1.48% | −748−8.1% | Reduced |
| Retirement Guys Formula LLC | 8,470 | $4.74M | 2.35% | +5,854+223.8% | Added |
| Element Wealth, LLC | 8,469 | $4.74M | 2.54% | −90−1.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 8,462 | $4.73M | 0.94% | +497+6.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 8,445 | $4.72M | 0.90% | +267+3.3% | Added |
| ForthRight Wealth Management, LLC | 8,444 | $4.72M | 1.58% | −45−0.5% | Reduced |
| Oribel Capital Management, LP | 8,400 | $4.70M | 0.58% | +2,450+41.2% | Added |
| Victrix Investment Advisors | 8,551 | $4.70M | 2.47% | +8,551 | New |
| MTM Investment Management, LLC | 8,366 | $4.69M | 1.81% | −1,067−11.3% | Reduced |
| American Alpha Advisors, LLC | 8,386 | $4.69M | 4.16% | −93−1.1% | Reduced |
| Alpine Global Management, LLC | 8,344 | $4.67M | 1.24% | +4,313+107.0% | Added |
| Tennessee Valley Asset Management Partners | 8,341 | $4.67M | 0.76% | −164−1.9% | Reduced |
| Visionary Wealth Advisors | 8,333 | $4.66M | 0.28% | +3,333+66.7% | Added |
| NWK Group, Inc. | 8,332 | $4.66M | 2.13% | −28−0.3% | Reduced |
| Significant Wealth Partners LLC | 8,329 | $4.66M | 2.39% | +2,391+40.3% | Added |
| Greenup Street Wealth Management LLC | 8,316 | $4.65M | 0.92% | −1,228−12.9% | Reduced |
| BlueSky Wealth Advisors, LLC | 8,306 | $4.65M | 0.72% | −60−0.7% | Reduced |
| Laraway Financial Inc | 8,294 | $4.64M | 3.69% | +87+1.1% | Added |
| Bellwether Advisors, LLC | 8,292 | $4.64M | 0.97% | +5,021+153.5% | Added |
| Arcus Capital Partners, LLC | 8,264 | $4.62M | 1.86% | −5,181−38.5% | Reduced |
| Cherrydale Wealth Management, LLC | 8,262 | $4.62M | 1.83% | +27+0.3% | Added |
| Full Sail Capital, LLC | 8,248 | $4.61M | 0.30% | +6,325+328.9% | Added |
| WorthPointe, LLC | 8,242 | $4.61M | 2.10% | −328−3.8% | Reduced |
| Orin Green Financial, LLC | 8,968 | $4.61M | 2.17% | – | – |
| Shade Tree Advisors LLC | 8,237 | $4.61M | 4.57% | +5,846+244.5% | Added |
| Merkkuri Wealth Advisors LLC | 8,231 | $4.60M | 3.94% | −2,335−22.1% | Reduced |
| Tower View Investment Management & Research LLC | 8,227 | $4.60M | 2.68% | −91−1.1% | Reduced |
| Alpha Cubed Investments, LLC | 8,223 | $4.60M | 0.21% | +1,571+23.6% | Added |
| Compass Capital Corp | 8,534 | $4.59M | 2.41% | +2,768+48.0% | Added |
| Coastwise Capital Group, LLC | 8,197 | $4.59M | 3.86% | +776+10.5% | Added |
| Tandem Financial, LLC | 8,165 | $4.58M | 4.99% | +74+0.9% | Added |
| Abel Hall, LLC | 8,148 | $4.56M | 2.75% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 8,134 | $4.55M | 0.91% | −757−8.5% | Reduced |
| Northeast Investment Management | 8,120 | $4.54M | 0.21% | +1,012+14.2% | Added |
| GAMMA Investing LLC | 8,107 | $4.53M | 0.34% | +4,037+99.2% | Added |
| Luminvest Wealth Management LLC | 8,106 | $4.53M | 1.87% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 8,095 | $4.53M | 1.27% | −10−0.1% | Reduced |
| Anchor Investment Management, LLC | 8,087 | $4.52M | 0.42% | −14−0.2% | Reduced |
| M1 Capital Management LLC | 8,087 | $4.52M | 2.83% | +64+0.8% | Added |
| Syntax Research, Inc. | 8,068 | $4.51M | 3.12% | −179−2.2% | Reduced |
| Pictet Bank & Trust Ltd | 8,060 | $4.51M | 5.51% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 8,046 | $4.50M | 0.17% | −1,797−18.3% | Reduced |
| NVWM, LLC | 8,037 | $4.50M | 1.19% | +984+14.0% | Added |
| Peak Planning Group, LLC | 8,021 | $4.49M | 1.89% | +235+3.0% | Added |
| Rialto Wealth Management, LLC | 8,019 | $4.49M | 1.41% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 7,646 | $4.48M | 1.46% | −125−1.6% | Reduced |
| Acadian Asset Management LLC | 7,995 | $4.47M | 0.01% | +7,090+783.4% | Added |
| Ridgecrest Wealth Partners, LLC | 7,979 | $4.46M | 2.34% | +14+0.2% | Added |
| Clientfirst Wealth Management, LLC | 7,950 | $4.45M | 5.04% | +89+1.1% | Added |
| Woodstock Corp | 7,925 | $4.43M | 0.44% | +408+5.4% | Added |
| Options Solutions, LLC | 7,917 | $4.43M | 2.12% | +2,823+55.4% | Added |
| Rebalance, LLC | 7,902 | $4.42M | 0.33% | −207−2.6% | Reduced |
| Cohen Capital Management, Inc. | 7,897 | $4.42M | 0.76% | +20.0% | Added |
| Brookwood Investment Group LLC | 7,888 | $4.41M | 0.76% | +7,888 | New |
| Peachtree Investment Partners, LLC | 7,878 | $4.41M | 1.74% | −26−0.3% | Reduced |
| Monticello Wealth Management, LLC | 7,872 | $4.40M | 0.37% | −180−2.2% | Reduced |
| TruWealth Advisors, LLC | 7,830 | $4.38M | 0.26% | −55−0.7% | Reduced |
| KMT Wealth Management, LLC | 7,823 | $4.38M | 3.00% | +7,454+2,020.1% | Added |
| McDonald Partners LLC | 7,820 | $4.37M | 1.14% | −498−6.0% | Reduced |
| MidWestOne Financial Group, Inc. | 7,820 | $4.37M | 0.62% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 7,762 | $4.34M | 1.67% | −646−7.7% | Reduced |
| Little House Capital LLC | 7,758 | $4.34M | 1.19% | −13,993−64.3% | Reduced |
| ELCO Management Co., LLC | 7,754 | $4.34M | 2.40% | −22−0.3% | Reduced |
| Coign Capital Advisors LLC | 7,736 | $4.33M | 3.33% | −349−4.3% | Reduced |
| Consolidated Planning Corp | 7,738 | $4.33M | 0.60% | −9,708−55.6% | Reduced |
| Pegasus Asset Management, Inc. | 7,732 | $4.33M | 1.73% | −117−1.5% | Reduced |
| Evernest Financial Advisors, LLC | 7,732 | $4.33M | 1.55% | −31−0.4% | Reduced |
| Farringdon Capital, Ltd. | 7,707 | $4.31M | 2.17% | +7,707 | New |
| Long Run Wealth Advisors, LLC | 7,704 | $4.31M | 0.98% | +20+0.3% | Added |
| Ledyard National Bank | 7,700 | $4.31M | 0.43% | −599−7.2% | Reduced |
| Sagespring Wealth Partners, LLC | 143,351 | $4.29M | 0.11% | −913−0.6% | Reduced |
| Q3 Asset Management | 7,651 | $4.28M | 2.93% | +2,097+37.8% | Added |