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 |
|---|---|---|---|---|---|
| Beese Fulmer Investment Management, Inc. | 7,646 | $4.28M | 0.37% | +1,126+17.3% | Added |
| Planning Directions Inc | 7,636 | $4.27M | 1.83% | +7,011+1,121.8% | Added |
| Levin Capital Strategies, L.P. | 7,634 | $4.27M | 0.45% | −2,996−28.2% | Reduced |
| Resurgent Financial Advisors LLC | 7,630 | $4.27M | 2.56% | +950+14.2% | Added |
| BOK Financial Private Wealth, Inc. | 7,590 | $4.26M | 0.32% | +1,173+18.3% | Added |
| Invst, LLC | 7,609 | $4.26M | 0.58% | −986−11.5% | Reduced |
| Russell Investments Group, Ltd. | 7,608 | $4.26M | 0.01% | −267−3.4% | Reduced |
| Heritage Investment Group, Inc. | 7,593 | $4.25M | 0.80% | +588+8.4% | Added |
| Single Point Partners, LLC | 7,576 | $4.24M | 0.99% | −256−3.3% | Reduced |
| Objective Capital Management, LLC | 7,559 | $4.23M | 5.39% | −5,740−43.2% | Reduced |
| Blankinship & Foster, LLC | 7,552 | $4.22M | 1.07% | +807+12.0% | Added |
| Hoxton Planning & Management, LLC | 7,526 | $4.21M | 1.61% | +4,017+114.5% | Added |
| Allegheny Financial Group LTD | 7,520 | $4.21M | 1.08% | +76+1.0% | Added |
| Chesapeake Wealth Management | 7,505 | $4.20M | 1.50% | −126−1.7% | Reduced |
| Orvieto Partners, L.P. | 7,500 | $4.20M | 3.68% | +7,500 | New |
| Alley Investment Management Company, LLC | 7,471 | $4.18M | 0.52% | +30+0.4% | Added |
| Aegis Wealth Management LLC | 7,470 | $4.18M | 2.46% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 7,470 | $4.18M | 0.83% | −732−8.9% | Reduced |
| Marshall Wace, LLP | 7,456 | $4.17M | 0.01% | −8,077−52.0% | Reduced |
| Delta Investment Management, LLC | 7,449 | $4.17M | 0.84% | −205−2.7% | Reduced |
| Madden Advisory Services, Inc. | 7,435 | $4.16M | 1.94% | −87−1.2% | Reduced |
| DDD Partners, LLC | 7,435 | $4.16M | 0.51% | −11,437−60.6% | Reduced |
| AtlasMark Financial, Inc | 7,430 | $4.16M | 3.86% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 7,422 | $4.15M | 2.80% | +18+0.2% | Added |
| Journey Beyond Wealth, LLC | 7,395 | $4.14M | 3.87% | −25−0.3% | Reduced |
| Weinberger Asset Management, Inc | 7,368 | $4.12M | 1.77% | −326−4.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 7,361 | $4.12M | 0.33% | −125−1.7% | Reduced |
| Icapital Wealth LLC | 7,348 | $4.11M | 2.50% | +19+0.3% | Added |
| Arrow Financial Corp | 7,326 | $4.10M | 0.46% | −25−0.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 7,320 | $4.09M | 0.59% | +453+6.6% | Added |
| Raffa Wealth Management, LLC | 7,311 | $4.09M | 0.93% | +5+0.1% | Added |
| Hamilton Point Investment Advisors, LLC | 7,289 | $4.09M | 0.74% | −80−1.1% | Reduced |
| Stephenson National Bank & Trust | 7,264 | $4.06M | 1.46% | −85−1.2% | Reduced |
| LBMC Investment Advisors, LLC | 7,258 | $4.06M | 0.32% | −392−5.1% | Reduced |
| Liberty Square Wealth Partners LLC | 7,253 | $4.06M | 1.55% | −220−2.9% | Reduced |
| Thoroughbred Financial Services, LLC | 7,252 | $4.06M | 0.25% | +459+6.8% | Added |
| Beacon Financial Advisory LLC | 7,248 | $4.05M | 1.23% | +41+0.6% | Added |
| Barrett & Company, Inc. | 7,228 | $4.04M | 1.74% | −99−1.4% | Reduced |
| Independent Advisor Alliance | 7,217 | $4.04M | 0.13% | −201,472−96.5% | Reduced |
| Power Wealth Management LLC | 7,213 | $4.04M | 1.63% | −434−5.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 7,204 | $4.03M | 1.62% | +22+0.3% | Added |
| Family Legacy, Inc. | 7,192 | $4.02M | 1.38% | −656−8.4% | Reduced |
| Holistic Planning, LLC | 7,192 | $4.02M | 1.36% | +3,611+100.8% | Added |
| Stonebridge Financial Group, LLC | 7,186 | $4.02M | 0.43% | +1,016+16.5% | Added |
| Aldebaran Financial Inc. | 7,140 | $3.99M | 4.88% | −10−0.1% | Reduced |
| Roman Butler Fullerton & Co | 7,428 | $3.99M | 1.55% | −4,883−39.7% | Reduced |
| Resolute Wealth Strategies, LLC | 7,134 | $3.99M | 2.23% | −217−3.0% | Reduced |
| Nikulski Financial, Inc. | 7,131 | $3.99M | 1.21% | +153+2.2% | Added |
| Platform Technology Partners | 7,124 | $3.98M | 1.16% | −10.0% | Reduced |
| ICONIQ Capital, LLC | 7,115 | $3.98M | 0.07% | +20.0% | Added |
| Boston Research & Management Inc | 7,094 | $3.97M | 0.97% | −22−0.3% | Reduced |
| Catalyst Private Wealth, LLC | 7,089 | $3.97M | 1.93% | −477−6.3% | Reduced |
| Signature Wealth Management Partners, LLC | 7,074 | $3.96M | 2.59% | +20.0% | Added |
| Cohen & Steers, Inc. | 7,047 | $3.94M | 0.01% | −1,000−12.4% | Reduced |
| Moneda S.A. Administradora General de Fondos | 7,030 | $3.93M | 4.22% | +991+16.4% | Added |
| Revolve Wealth Partners, LLC | 7,030 | $3.93M | 0.57% | −4−0.1% | Reduced |
| Marks Group Wealth Management, Inc | 7,005 | $3.92M | 0.38% | +28+0.4% | Added |
| Charter Oak Capital Management, LLC | 7,001 | $3.92M | 0.36% | −586−7.7% | Reduced |
| Horan Capital Advisors, LLC. | 6,987 | $3.91M | 1.32% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 6,984 | $3.91M | 0.31% | +466+7.1% | Added |
| ZRC Wealth Management, LLC | 6,971 | $3.90M | 1.69% | +34+0.5% | Added |
| True North Advisors, LLC | 6,964 | $3.90M | 0.69% | +6,964 | New |
| Semus Wealth Partners LLC | 6,963 | $3.90M | 2.71% | −194−2.7% | Reduced |
| Clarendon Private LLC | 6,958 | $3.89M | 4.11% | +15+0.2% | Added |
| Dunhill Financial, LLC | 6,950 | $3.89M | 1.77% | −1,524−18.0% | Reduced |
| Generation Capital Management LLC | 6,946 | $3.89M | 3.50% | −105−1.5% | Reduced |
| Eagle Global Advisors LLC | 6,933 | $3.88M | 0.16% | −4,460−39.1% | Reduced |
| WESCAP Management Group, Inc. | 6,914 | $3.87M | 0.94% | −2,075−23.1% | Reduced |
| Rational Advisors LLC | 6,912 | $3.87M | 0.39% | +2,112+44.0% | Added |
| Financial Perspectives, Inc | 6,912 | $3.87M | 1.32% | +494+7.7% | Added |
| Sandy Cove Advisors, LLC | 6,904 | $3.86M | 1.55% | −119−1.7% | Reduced |
| Cahill Wealth Management, LLC | 6,903 | $3.86M | 1.97% | +751+12.2% | Added |
| Goldstone Financial Group, LLC | 6,897 | $3.86M | 0.58% | −594−7.9% | Reduced |
| Continuum Advisory, LLC | 6,890 | $3.85M | 0.50% | +115+1.7% | Added |
| Sage Financial Group Inc | 6,888 | $3.85M | 0.31% | +609+9.7% | Added |
| McAdam, LLC | 6,888 | $3.85M | 0.24% | −3,131−31.3% | Reduced |
| Mengis Capital Management, Inc. | 6,881 | $3.85M | 0.80% | −263−3.7% | Reduced |
| Avalon Trust Co | 6,870 | $3.84M | 0.31% | −680−9.0% | Reduced |
| Cascades Capital Asset Management, LLC | 6,857 | $3.84M | 2.07% | +5+0.1% | Added |
| XML Financial, LLC | 6,851 | $3.83M | 0.36% | +1,044+18.0% | Added |
| Park Square Financial Group, LLC | 6,851 | $3.83M | 3.04% | −1,719−20.1% | Reduced |
| Sunesis Advisors, LLC | 6,850 | $3.83M | 2.08% | −357−5.0% | Reduced |
| Pictet North America Advisors SA | 6,847 | $3.83M | 0.38% | −117−1.7% | Reduced |
| Pacitti Group Inc. | 6,821 | $3.82M | 1.81% | −91−1.3% | Reduced |
| Waterfront Wealth Inc. | 6,826 | $3.82M | 0.93% | +12+0.2% | Added |
| Clear Point Advisors Inc. | 6,826 | $3.82M | 3.43% | +10.0% | Added |
| Sonata Capital Group Inc | 6,816 | $3.81M | 1.66% | +337+5.2% | Added |
| Texas Capital Bancshares Inc | 6,811 | $3.81M | 1.62% | 00.0% | Unchanged |
| Ironclad Investments LLC | 6,805 | $3.81M | 2.14% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 7,075 | $3.80M | 1.73% | −369−5.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 6,778 | $3.79M | 0.21% | 00.0% | Unchanged |
| Mirabaud & Cie SA | 6,771 | $3.79M | 1.29% | −814−10.7% | Reduced |
| Capital Wealth Alliance, LLC | 6,766 | $3.78M | 2.26% | −386−5.4% | Reduced |
| Zions Bancorporation, National Association | 6,762 | $3.78M | 0.24% | +6,762 | New |
| Highland Capital Management, LLC | 6,752 | $3.78M | 0.23% | +426+6.7% | Added |
| Austin Asset Management Co Inc | 6,738 | $3.77M | 0.79% | −151−2.2% | Reduced |
| Nemes Rush Group LLC | 6,736 | $3.77M | 0.48% | −2,629−28.1% | Reduced |
| Edge Wealth Management LLC | 6,733 | $3.77M | 0.76% | −55−0.8% | Reduced |
| Metlife Inc | 6,724 | $3.77M | 38.92% | −247−3.5% | Reduced |
| Strategic Investment Management, LLC | 6,720 | $3.76M | 1.51% | −580−7.9% | Reduced |