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 |
|---|---|---|---|---|---|
| Callan Capital, LLC | 6,694 | $3.74M | 0.28% | +437+7.0% | Added |
| Winch Advisory Services, LLC | 6,683 | $3.74M | 0.99% | +331+5.2% | Added |
| Everett Harris & Co | 6,680 | $3.74M | 0.05% | −282−4.1% | Reduced |
| LMR Partners LLP | 6,672 | $3.73M | 0.08% | −797,334−99.2% | Reduced |
| SeaBridge Investment Advisors LLC | 6,655 | $3.72M | 0.80% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 6,642 | $3.72M | 2.00% | +321+5.1% | Added |
| Drucker Wealth 3.0, LLC | 6,640 | $3.71M | 0.82% | +309+4.9% | Added |
| Wetzel Investment Advisors, Inc. | 6,606 | $3.71M | 1.87% | −30−0.5% | Reduced |
| Insight Wealth Strategies, LLC | 6,624 | $3.71M | 0.50% | +65+1.0% | Added |
| Alpha Wealth Funds, LLC | 6,623 | $3.70M | 4.02% | −1,392−17.4% | Reduced |
| Monograph Wealth Advisors, LLC | 6,599 | $3.70M | 0.50% | +721+12.3% | Added |
| Braun Stacey Associates Inc | 6,602 | $3.69M | 0.15% | −282−4.1% | Reduced |
| Home Federal Bank of Tennessee | 6,602 | $3.69M | 1.09% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 6,601 | $3.69M | 1.43% | −878−11.7% | Reduced |
| Botty Investors LLC | 6,579 | $3.69M | 1.21% | 00.0% | Unchanged |
| Darrow Company, Inc. | 6,599 | $3.69M | 2.06% | +4,358+194.5% | Added |
| Inspirion Wealth Advisors, LLC | 6,597 | $3.69M | 0.51% | −490−6.9% | Reduced |
| Orgel Wealth Management, LLC | 6,597 | $3.69M | 0.10% | +366+5.9% | Added |
| Per Stirling Capital Management, LLC. | 6,596 | $3.69M | 0.53% | −3,724−36.1% | Reduced |
| Enclave Advisors LLC | 6,593 | $3.69M | 0.63% | +7+0.1% | Added |
| Climber Capital SA | 7,735 | $3.67M | 2.89% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 6,565 | $3.67M | 2.05% | −18−0.3% | Reduced |
| Opal Wealth Advisors, LLC | 6,555 | $3.67M | 1.13% | −445−6.4% | Reduced |
| Roffman Miller Associates Inc | 6,542 | $3.66M | 0.23% | +70+1.1% | Added |
| Phillips Financial Management, LLC | 6,537 | $3.66M | 0.28% | −4−0.1% | Reduced |
| Baker Ellis Asset Management LLC | 6,512 | $3.64M | 0.53% | +10+0.2% | Added |
| Park National Corp | 6,511 | $3.64M | 0.13% | +838+14.8% | Added |
| Estate Counselors, LLC | 6,510 | $3.64M | 0.38% | +4,310+195.9% | Added |
| Cahill Financial Advisors Inc | 6,496 | $3.63M | 0.49% | +179+2.8% | Added |
| First United Bank Trust | 6,493 | $3.63M | 1.36% | −225−3.3% | Reduced |
| Bennett Selby Investments LP | 6,486 | $3.63M | 1.43% | +1,897+41.3% | Added |
| American State Bank (Iowa) | 6,480 | $3.62M | 2.19% | +30+0.5% | Added |
| Cascade Financial Partners, LLC | 6,468 | $3.62M | 0.46% | +30.0% | Added |
| Fiduciary Wealth Partners, LLC | 6,467 | $3.62M | 3.13% | +6,467 | New |
| SC&H Financial Advisors, Inc. | 6,466 | $3.62M | 0.71% | −31−0.5% | Reduced |
| Investmark Advisory Group LLC | 6,444 | $3.60M | 1.78% | +157+2.5% | Added |
| Cape Cod Five Cents Savings Bank | 6,278 | $3.60M | 0.33% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 6,437 | $3.60M | 0.48% | +874+15.7% | Added |
| Alamea Verwaltungs GmbH | 6,401 | $3.58M | 3.10% | +6,401 | New |
| Abacus Planning Group, Inc. | 6,396 | $3.58M | 0.63% | −53−0.8% | Reduced |
| Pines Wealth Management, LLC | 7,191 | $3.57M | 1.65% | +501+7.5% | Added |
| M.E. Allison & Co., Inc. | 6,379 | $3.57M | 3.53% | +168+2.7% | Added |
| Farmers National Bank | 6,375 | $3.57M | 1.01% | −249−3.8% | Reduced |
| Fragasso Group Inc. | 6,361 | $3.56M | 0.26% | −196−3.0% | Reduced |
| Northwest Bancshares, Inc. | 6,334 | $3.54M | 0.65% | −117−1.8% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 6,334 | $3.54M | 2.39% | −112−1.7% | Reduced |
| Sound Income Strategies, LLC | 6,333 | $3.54M | 0.21% | +4,230+201.1% | Added |
| Sterling Financial Group, Inc. | 6,328 | $3.54M | 1.28% | 00.0% | Unchanged |
| North Capital, Inc. | 6,325 | $3.54M | 3.34% | +6,325 | New |
| Capital Performance Advisors LLP | 6,319 | $3.53M | 0.78% | +5,157+443.8% | Added |
| Stephenson & Company, Inc. | 6,303 | $3.53M | 2.29% | +20.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 6,298 | $3.52M | 0.43% | −200−3.1% | Reduced |
| Rossmore Private Capital | 6,292 | $3.52M | 0.43% | −316−4.8% | Reduced |
| KPP Advisory Services LLC | 6,289 | $3.52M | 0.67% | +4,426+237.6% | Added |
| Midland Wealth Advisors LLC | 6,285 | $3.52M | 0.21% | −3,657−36.8% | Reduced |
| Woodmont Investment Counsel LLC | 6,281 | $3.51M | 0.25% | +409+7.0% | Added |
| Northside Capital Management, LLC | 6,272 | $3.51M | 0.57% | +226+3.7% | Added |
| Ofc Financial Planning, LLC | 6,255 | $3.50M | 3.96% | −45−0.7% | Reduced |
| Tradition Wealth Management, LLC | 6,246 | $3.49M | 0.31% | +653+11.7% | Added |
| Councilmark Asset Management, LLC | 6,245 | $3.49M | 2.36% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 6,226 | $3.48M | 0.90% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 6,202 | $3.48M | 0.51% | +460+8.0% | Added |
| Colonial Trust Co | 6,218 | $3.48M | 0.54% | −48−0.8% | Reduced |
| Affiance Financial, LLC | 6,209 | $3.47M | 0.81% | −231−3.6% | Reduced |
| Cooper Financial Group | 6,206 | $3.47M | 0.46% | −103−1.6% | Reduced |
| Security Financial Services, INC. | 6,196 | $3.47M | 0.69% | −36−0.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 6,189 | $3.46M | 1.52% | −1,289−17.2% | Reduced |
| Signature Securities Group Corporation | 6,168 | $3.46M | 0.88% | +142+2.4% | Added |
| City Holding Co | 6,186 | $3.46M | 0.49% | +542+9.6% | Added |
| Hallmark Capital Management Inc | 6,182 | $3.46M | 0.26% | −251−3.9% | Reduced |
| Forza Wealth Management, LLC | 6,168 | $3.45M | 1.55% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 6,165 | $3.45M | 2.18% | −33−0.5% | Reduced |
| BCM Advisors, LLC | 6,068 | $3.44M | 0.78% | 00.0% | Unchanged |
| Mason & Associates, LLC | 6,147 | $3.44M | 0.99% | −23−0.4% | Reduced |
| Fagan Associates, Inc. | 6,146 | $3.44M | 0.57% | −167−2.6% | Reduced |
| K.J. Harrison & Partners Inc | 6,143 | $3.44M | 0.67% | −17,351−73.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,142 | $3.44M | 0.25% | +157+2.6% | Added |
| NFP Retirement, Inc. | 6,129 | $3.43M | 0.27% | −240−3.8% | Reduced |
| Capital Insight Partners, LLC | 6,117 | $3.42M | 0.60% | −263−4.1% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 6,107 | $3.42M | 0.65% | −145−2.3% | Reduced |
| Atlas Legacy Advisors, LLC | 6,093 | $3.41M | 0.87% | −1,070−14.9% | Reduced |
| Sky Investment Group LLC | – | $3.41M | 0.63% | – | – |
| Octavia Wealth Advisors, LLC | 6,068 | $3.40M | 0.41% | +11+0.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,076 | $3.40M | 0.46% | +1,356+28.7% | Added |
| Spectrum Wealth Advisory Group, LLC | 6,076 | $3.40M | 1.63% | −675−10.0% | Reduced |
| PDS Planning, Inc | 6,071 | $3.40M | 0.29% | +15+0.2% | Added |
| NDWM LLC | 6,058 | $3.39M | 3.31% | −13,776−69.5% | Reduced |
| Tritonpoint Wealth, LLC | 6,033 | $3.38M | 0.32% | −313−4.9% | Reduced |
| Abound Wealth Management | 6,048 | $3.38M | 1.13% | +128+2.2% | Added |
| Silvant Capital Management LLC | 6,045 | $3.38M | 0.16% | 00.0% | Unchanged |
| Menora Mivtachim Holdings Ltd. | 6,040 | $3.38M | 0.02% | 00.0% | Unchanged |
| North Star Asset Management Inc | 6,026 | $3.37M | 0.15% | +166+2.8% | Added |
| Roberts Glore & Co Inc | 6,017 | $3.37M | 1.03% | −2,112−26.0% | Reduced |
| M3 Advisory Group, LLC | 6,017 | $3.37M | 2.66% | +63+1.1% | Added |
| Goodman Financial Corp | 6,016 | $3.37M | 0.73% | +3,270+119.1% | Added |
| Camden Capital, LLC | 6,013 | $3.36M | 0.35% | −433−6.7% | Reduced |
| Nwam LLC | 6,004 | $3.36M | 0.29% | −12,607−67.7% | Reduced |
| Wynn Capital, LLC | 6,000 | $3.36M | 1.99% | −1,100−15.5% | Reduced |
| Two Sigma Securities, LLC | 5,988 | $3.35M | 0.51% | +3,174+112.8% | Added |
| 1 North Wealth Services LLC | 5,977 | $3.34M | 1.55% | +81+1.4% | Added |