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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 172,568 | $96.5M | 2.59% | −795−0.5% | Reduced |
| Bradley Foster & Sargent Inc | 172,122 | $96.3M | 1.65% | −550−0.3% | Reduced |
| Southern Farm Bureau Life Insurance | 171,633 | $95.9M | 14.08% | −35,135−17.0% | Reduced |
| Trans-Canada Capital Inc. | 170,588 | $95.7M | 7.66% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 170,023 | $95.1M | 16.87% | −1,177−0.7% | Reduced |
| UCLA Foundation | 167,361 | $93.6M | 100.00% | −48,601−22.5% | Reduced |
| Northeast Financial Consultants Inc | 167,098 | $93.5M | 4.14% | −7,640−4.4% | Reduced |
| Old National Bancorp | 167,007 | $93.4M | 2.45% | −10,898−6.1% | Reduced |
| Allworth Financial LP | 169,434 | $92.6M | 0.52% | +2,448+1.5% | Added |
| Integrated Advisors Network LLC | 163,619 | $91.5M | 4.63% | +7,145+4.6% | Added |
| Strategic Point Investment Advisors, LLC | 160,593 | $89.8M | 14.96% | −2,567−1.6% | Reduced |
| Turim 21 Investimentos Ltda. | 160,427 | $89.7M | 24.10% | −36,510−18.5% | Reduced |
| Savant Capital, LLC | 160,075 | $89.5M | 0.76% | −31,295−16.4% | Reduced |
| Marest Capital, LLC | 159,490 | $89.2M | 74.11% | +1,525+1.0% | Added |
| Glenview Trust Co | 158,692 | $88.8M | 1.72% | +258+0.2% | Added |
| Ramsey Quantitative Systems | 158,681 | $88.8M | 93.32% | +52,875+50.0% | Added |
| Concurrent Investment Advisors, LLC | 157,968 | $88.4M | 2.15% | −17,087−9.8% | Reduced |
| Conning Inc. | 156,633 | $87.6M | 3.07% | +7,901+5.3% | Added |
| Webster Bank, N. A. | 155,738 | $87.1M | 9.57% | +1,785+1.2% | Added |
| Park Avenue Securities LLC | 155,382 | $86.9M | 1.07% | −11,358−6.8% | Reduced |
| Warren Averett Asset Management, LLC | 153,361 | $85.8M | 1.05% | +28,412+22.7% | Added |
| State of Alaska, Department of Revenue | 153,353 | $85.8M | 0.97% | +146,401+2,105.9% | Added |
| Sequoia Financial Advisors, LLC | 153,333 | $85.8M | 0.66% | −387−0.3% | Reduced |
| Allen Investment Management LLC | 153,043 | $85.6M | 1.00% | +5,427+3.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 152,995 | $85.6M | 0.10% | +91,247+147.8% | Added |
| Moneta Group Investment Advisors LLC | 151,729 | $84.9M | 1.17% | +1,393+0.9% | Added |
| Howard Capital Management Group, LLC | 151,101 | $84.5M | 6.58% | −778−0.5% | Reduced |
| Freestone Capital Holdings, LLC | 150,771 | $84.3M | 3.16% | −6,021−3.8% | Reduced |
| Moment Partners, LLC | 150,576 | $84.2M | 16.69% | −2,206−1.4% | Reduced |
| MCF Advisors LLC | 148,404 | $83.2M | 5.98% | −14,239−8.8% | Reduced |
| Bleakley Financial Group, LLC | 147,292 | $82.4M | 2.64% | +3,466+2.4% | Added |
| Serenus Wealth Advisors, LLC | 146,907 | $82.2M | 13.64% | −1,128−0.8% | Reduced |
| Fort Point Capital Partners LLC | 146,582 | $82.0M | 9.17% | −3,920−2.6% | Reduced |
| VestGen Advisors, LLC | 146,486 | $81.9M | 3.73% | +146,486 | New |
| Brandywine Trust Co | 146,207 | $81.8M | 12.68% | +2,429+1.7% | Added |
| Parker Investment Management, LLC | 145,500 | $81.4M | 14.54% | +75,828+108.8% | Added |
| M Holdings Securities, Inc. | 144,553 | $80.9M | 13.45% | +31,238+27.6% | Added |
| Activest Wealth Management | 143,830 | $80.5M | 21.58% | +22,705+18.7% | Added |
| Sentinel Pension Advisors Inc | 143,333 | $80.2M | 14.75% | −300.0% | Reduced |
| New York Life Insurance Co | 142,522 | $79.7M | 26.80% | −139,241−49.4% | Reduced |
| Urban Financial Advisory Corp | 141,826 | $79.3M | 43.84% | −1,315−0.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 141,781 | $79.3M | 1.54% | +1,057+0.8% | Added |
| Jabodon PT Co | 141,546 | $79.2M | 99.93% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 141,225 | $79.0M | 1.52% | −10,666−7.0% | Reduced |
| Cercano Management LLC | 141,074 | $78.9M | 2.32% | −7,627−5.1% | Reduced |
| Public Sector Pension Investment Board | 140,862 | $78.8M | 0.34% | +35,495+33.7% | Added |
| Total Investment Management Inc | 140,656 | $78.7M | 10.29% | +9,544+7.3% | Added |
| Atticus Wealth Management, LLC | 139,798 | $78.2M | 25.52% | +6,134+4.6% | Added |
| Adviser Investments LLC | 139,150 | $77.8M | 0.98% | +30,355+27.9% | Added |
| St. Louis Trust Co | 137,690 | $77.0M | 11.16% | −7,927−5.4% | Reduced |
| Two Sigma Advisers, LP | 136,450 | $76.3M | 0.17% | +136,450 | New |
| Whitebox Advisors LLC | 136,000 | $76.1M | 2.51% | +136,000 | New |
| Cornerstone Wealth Group, LLC | 134,751 | $75.4M | 6.25% | +515+0.4% | Added |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 134,657 | $75.3M | 12.44% | 00.0% | Unchanged |
| MSA Advisors, LLC | 134,528 | $75.3M | 19.27% | −20,050−13.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 133,533 | $74.9M | 4.81% | −2,431−1.8% | Reduced |
| Banque Pictet & Cie SA | 133,072 | $74.4M | 0.79% | +28,447+27.2% | Added |
| Bokf, NA | 131,554 | $73.6M | 1.30% | −25,164−16.1% | Reduced |
| Independence Bank of Kentucky | 131,205 | $73.4M | 11.48% | +5,845+4.7% | Added |
| Busey Wealth Management | 130,797 | $73.2M | 2.47% | +2,534+2.0% | Added |
| V2 Financial group LLC | 130,583 | $73.0M | 47.04% | +4,732+3.8% | Added |
| Geneos Wealth Management Inc. | 130,427 | $73.0M | 2.44% | −28,730−18.1% | Reduced |
| Johnson Investment Counsel Inc | 130,115 | $72.8M | 0.70% | −2,694−2.0% | Reduced |
| Dynasty Wealth Management, LLC | 129,680 | $72.5M | 1.21% | +10,474+8.8% | Added |
| Keel Point, LLC | 129,671 | $72.5M | 5.64% | −11,464−8.1% | Reduced |
| Advisor Resource Council | 168,779 | $72.5M | 5.86% | +87,501+107.7% | Added |
| Brinker Capital Investments, LLC | 129,009 | $72.2M | 0.71% | −3,489−2.6% | Reduced |
| Orion Portfolio Solutions, LLC | 129,009 | $72.2M | 0.71% | −3,489−2.6% | Reduced |
| TownSquare Capital, LLC | 128,605 | $71.9M | 0.77% | +40,894+46.6% | Added |
| Portland Global Advisors LLC | 127,851 | $71.5M | 9.01% | −2,403−1.8% | Reduced |
| New England Asset Management Inc | 127,424 | $71.3M | 11.57% | −9,936−7.2% | Reduced |
| Lowe Wealth Advisors, LLC | 126,966 | $71.0M | 30.18% | −3,122−2.4% | Reduced |
| Tucker Asset Management LLC | 126,605 | $70.8M | 22.94% | −61,515−32.7% | Reduced |
| Oppenheimer & Co Inc | 126,006 | $70.5M | 1.06% | +15,712+14.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 126,000 | $70.5M | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 125,993 | $70.5M | 1.09% | +10,601+9.2% | Added |
| Keystone Financial Group | 125,601 | $70.3M | 7.15% | +617+0.5% | Added |
| Berkeley Capital Partners, LLC | 125,521 | $70.2M | 19.33% | +581+0.5% | Added |
| Summit Financial, LLC | 125,348 | $70.1M | 1.96% | +33,101+35.9% | Added |
| Financial Counselors Inc | 124,087 | $69.4M | 1.05% | +4,099+3.4% | Added |
| TCW Group Inc | 123,735 | $69.2M | 0.62% | +267+0.2% | Added |
| RSM US Wealth Management LLC | 354,845 | $69.0M | 1.07% | +221,252+165.6% | Added |
| Capital Advisors, Ltd. LLC | 123,053 | $68.8M | 9.07% | +231+0.2% | Added |
| Consolidated Investment Group LLC | 122,215 | $68.4M | 10.48% | +1,645+1.4% | Added |
| First Western Trust Bank | 122,128 | $68.3M | 3.27% | +8,507+7.5% | Added |
| Evoke Wealth, LLC | 120,372 | $67.5M | 1.76% | −4,305−3.5% | Reduced |
| Klingman & Associates, LLC | 119,956 | $67.1M | 4.11% | +143+0.1% | Added |
| Mill Creek Capital Advisors, LLC | 119,733 | $67.0M | 1.62% | −3,809−3.1% | Reduced |
| Gainplan LLC | 118,535 | $66.3M | 43.19% | −63,884−35.0% | Reduced |
| Select Asset Management & Trust | 117,606 | $65.8M | 26.37% | +7,480+6.8% | Added |
| Venture Visionary Partners LLC | 117,578 | $65.8M | 2.76% | +1,319+1.1% | Added |
| BlueCrest Capital Management Ltd | 117,163 | $65.5M | 10.46% | +117,163 | New |
| Fiera Capital Corp | 116,894 | $65.4M | 0.24% | −15,341−11.6% | Reduced |
| Joel Isaacson & Co., LLC | 116,833 | $65.4M | 2.96% | −363−0.3% | Reduced |
| Capital International Investors | 117,551 | $65.3M | 0.01% | +30,407+34.9% | Added |
| Evercore Wealth Management, LLC | 115,423 | $64.6M | 1.04% | −5,488−4.5% | Reduced |
| Lepercq De Neuflize Asset Management LLC | 115,245 | $64.5M | 62.41% | 00.0% | Unchanged |
| Atria Investments LLC | 114,425 | $64.0M | 0.82% | −24,587−17.7% | Reduced |
| Stratos Wealth Advisors, LLC | 114,352 | $64.0M | 3.49% | −12,612−9.9% | Reduced |
| IFG Advisors, LLC | 113,188 | $63.3M | 12.20% | −2,656−2.3% | Reduced |