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 |
|---|---|---|---|---|---|
| Aristotle Capital Management, LLC | 113,182 | $63.3M | 0.13% | −275,920−70.9% | Reduced |
| NTV Asset Management LLC | 111,913 | $62.6M | 8.34% | +2,012+1.8% | Added |
| Barings LLC | 111,583 | $62.4M | 1.56% | +52,701+89.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 111,559 | $62.4M | 0.20% | +585+0.5% | Added |
| Eos Management, L.P. | 110,736 | $61.9M | 27.71% | −25,709−18.8% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 109,000 | $61.0M | 14.33% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 108,815 | $60.9M | 1.14% | −140−0.1% | Reduced |
| Lavaca Capital LLC | 108,588 | $60.7M | 27.67% | −3,696−3.3% | Reduced |
| Performa Ltd (US), LLC | 108,017 | $60.4M | 20.10% | +1,120+1.0% | Added |
| West Financial Advisors, LLC | 107,770 | $60.3M | 11.46% | −877−0.8% | Reduced |
| Bawa N Mallick Trust | 107,400 | $60.1M | 28.44% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 107,167 | $59.9M | 1.84% | −99−0.1% | Reduced |
| Sandy Spring Bank | 106,906 | $59.8M | 2.51% | −2,254−2.1% | Reduced |
| Westshore Wealth, LLC | 106,737 | $59.7M | 25.26% | −2,007−1.8% | Reduced |
| Azarias Capital Management, L.P. | 106,461 | $59.6M | 33.00% | +106,461 | New |
| Greenleaf Trust | 106,405 | $59.5M | 0.54% | +2,110+2.0% | Added |
| Headland Capital, LLC | 105,543 | $59.0M | 19.63% | +2,880+2.8% | Added |
| Federation des caisses Desjardins du Quebec | 105,365 | $58.9M | 0.29% | +23,112+28.1% | Added |
| Prospera Financial Services Inc | 103,964 | $58.2M | 1.34% | −8,472−7.5% | Reduced |
| Omers Administration Corp | 103,835 | $58.1M | 0.51% | −22,500−17.8% | Reduced |
| Haverford Trust Co | 103,741 | $58.0M | 0.58% | −1,019−1.0% | Reduced |
| J.W. Cole Advisors, Inc. | 103,511 | $57.9M | 1.80% | +14,165+15.9% | Added |
| Graypoint LLC | 102,065 | $57.1M | 3.56% | −1,460−1.4% | Reduced |
| Novare Capital Management LLC | 102,015 | $57.1M | 4.99% | −15,304−13.0% | Reduced |
| Shepherd Financial Partners LLC | 101,902 | $57.0M | 6.68% | −101,054−49.8% | Reduced |
| Kestra Private Wealth Services, LLC | 101,762 | $56.9M | 0.95% | +7,427+7.9% | Added |
| Perigon Wealth Management, LLC | 101,199 | $56.6M | 1.45% | +2,148+2.2% | Added |
| Tudor Investment Corp Et Al | 101,036 | $56.5M | 0.50% | −85,715−45.9% | Reduced |
| Belpointe Asset Management LLC | 100,246 | $56.1M | 2.92% | +4,164+4.3% | Added |
| Edmond de Rothschild Holding S.A. | 99,985 | $55.9M | 0.99% | −18,130−15.3% | Reduced |
| Regions Financial Corp | 99,282 | $55.5M | 0.41% | −574−0.6% | Reduced |
| LGL Partners, LLC | 98,725 | $55.4M | 26.72% | −12,065−10.9% | Reduced |
| AdvisorShares Investments LLC | 98,563 | $55.3M | 10.83% | +1,670+1.7% | Added |
| Proffitt & Goodson Inc | 98,700 | $55.2M | 9.09% | −1,993−2.0% | Reduced |
| Cynosure Management, LLC | 98,002 | $54.8M | 7.55% | +2,522+2.6% | Added |
| Allianz SE | 97,949 | $54.8M | 1.46% | +38,519+64.8% | Added |
| Candlestick Capital Management LP | 97,753 | $54.7M | 2.15% | +97,753 | New |
| Vanguard Group Inc | 97,709 | $54.7M | 0.00% | +1,803+1.9% | Added |
| Eqis Capital Management, Inc. | 97,664 | $54.6M | 4.59% | +4,391+4.7% | Added |
| Dean, Jacobson Financial Services, LLC | 97,621 | $54.6M | 42.00% | −2,527−2.5% | Reduced |
| CAPROCK Group, Inc. | 96,702 | $54.3M | 1.65% | +44,723+86.0% | Added |
| Sapient Capital LLC | 96,641 | $54.2M | 1.07% | −2,478−2.5% | Reduced |
| Solitude Financial Services | 96,797 | $54.1M | 21.03% | +35,218+57.2% | Added |
| Legacy Wealth Management, LLC | 96,785 | $54.1M | 17.70% | +182+0.2% | Added |
| Stock Yards Bank & Trust Co | 96,635 | $54.1M | 1.93% | −6,227−6.1% | Reduced |
| Steel Peak Wealth Management LLC | 96,043 | $53.9M | 2.29% | +7,678+8.7% | Added |
| D.A. Davidson & Co. | 96,040 | $53.7M | 0.43% | +770+0.8% | Added |
| Embree Financial Group | 95,864 | $53.6M | 8.98% | −1,641−1.7% | Reduced |
| Natixis Advisors, L.P. | 95,702 | $53.5M | 0.10% | −6,730−6.6% | Reduced |
| Crewe Advisors LLC | 95,335 | $53.3M | 7.49% | −1,558−1.6% | Reduced |
| Meridian Wealth Management, LLC | 94,910 | $53.1M | 2.57% | +1,432+1.5% | Added |
| RMB Capital Management, LLC | 94,659 | $53.1M | 1.31% | −31,955−25.2% | Reduced |
| Capasso Planning Partners LLC | 94,713 | $53.0M | 22.18% | −17,615−15.7% | Reduced |
| Bremer Bank National Association | 94,643 | $52.9M | 9.43% | +37,525+65.7% | Added |
| Sigma Planning Corp | 94,481 | $52.9M | 1.69% | +1,354+1.5% | Added |
| Yousif Capital Management, LLC | 94,052 | $52.6M | 0.61% | +18,911+25.2% | Added |
| Becker Capital Management Inc | 93,247 | $52.3M | 1.72% | +858+0.9% | Added |
| Modera Wealth Management, LLC | 93,073 | $52.1M | 0.70% | +901+1.0% | Added |
| Fidelis Capital Partners, LLC | 94,495 | $52.0M | 5.53% | +18,344+24.1% | Added |
| Independent Financial Group, LLC | 92,775 | $51.9M | 1.78% | −8,827−8.7% | Reduced |
| Stone House Investment Management, LLC | 92,507 | $51.7M | 10.49% | +23,858+34.8% | Added |
| Archetype Wealth Partners | 92,291 | $51.6M | 7.58% | −1,919−2.0% | Reduced |
| SFG Wealth Management, LLC. | 91,499 | $51.2M | 25.00% | +1,301+1.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 91,495 | $51.2M | 1.32% | +1,553+1.7% | Added |
| J.Safra Asset Management Corp | 91,138 | $51.0M | 4.15% | +8,110+9.8% | Added |
| First Financial Bank - Trust Division | 90,465 | $50.6M | 4.91% | +3,930+4.5% | Added |
| Woodard & Co Asset Management Group Inc | 90,307 | $50.5M | 10.56% | +603+0.7% | Added |
| Unisphere Establishment | 90,000 | $50.3M | 0.44% | +20,000+28.6% | Added |
| Spire Wealth Management | 89,952 | $50.3M | 1.61% | −1,101−1.2% | Reduced |
| All Terrain Financial Advisors, LLC | 89,860 | $50.3M | 19.59% | +4,210+4.9% | Added |
| Granby Capital Management, LLC | 89,500 | $50.1M | 26.98% | 00.0% | Unchanged |
| Choate Investment Advisors | 88,759 | $49.7M | 1.23% | −3,538−3.8% | Reduced |
| GWN Securities Inc. | 84,899 | $49.5M | 2.79% | +69,081+436.7% | Added |
| 4Thought Financial Group Inc. | 88,276 | $49.4M | 30.51% | +5,033+6.0% | Added |
| Waldron Private Wealth LLC | 88,103 | $49.3M | 2.33% | −729−0.8% | Reduced |
| Greenhouse Wealth Management, LLC | 87,833 | $49.1M | 36.71% | −5,677−6.1% | Reduced |
| Curtis Advisory Group, LLC | 87,578 | $49.0M | 14.39% | −29,314−25.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 87,222 | $48.9M | 1.83% | −14,500−14.3% | Reduced |
| Potentia Wealth | 86,958 | $48.6M | 22.80% | +712+0.8% | Added |
| Cumberland Advisors Inc | 86,748 | $48.5M | 22.00% | −2,469−2.8% | Reduced |
| Factory Mutual Insurance Co | 86,550 | $48.4M | 0.56% | +1,350+1.6% | Added |
| Summit Trail Advisors, LLC | 86,095 | $48.3M | 1.59% | +8,095+10.4% | Added |
| First National Trust Co | 86,164 | $48.2M | 1.94% | −13,832−13.8% | Reduced |
| IHT Wealth Management, LLC | 85,924 | $48.1M | 1.50% | −6,556−7.1% | Reduced |
| Farther Finance Advisors, LLC | 84,669 | $47.5M | 1.21% | +29,775+54.2% | Added |
| Nicholas Hoffman & Company, LLC. | 83,844 | $46.9M | 1.78% | −154−0.2% | Reduced |
| Change Path, LLC | 83,802 | $46.9M | 1.40% | −3,433−3.9% | Reduced |
| Simmons Bank | 83,640 | $46.8M | 3.53% | −1,792−2.1% | Reduced |
| Chicago Partners Investment Group LLC | 82,828 | $46.5M | 1.55% | −1,990−2.3% | Reduced |
| Gladstone Institutional Advisory LLC | 83,048 | $46.5M | 2.17% | −354−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 83,021 | $46.4M | 0.40% | −3,030−3.5% | Reduced |
| Aptus Capital Advisors, LLC | 82,467 | $46.1M | 0.52% | −1,271−1.5% | Reduced |
| Allie Family Office LLC | 82,183 | $46.0M | 25.14% | +1,259+1.6% | Added |
| Arvest Bank Trust Division | 81,722 | $45.7M | 2.89% | −11,309−12.2% | Reduced |
| Connors Investor Services Inc | 81,491 | $45.6M | 4.53% | −8,997−9.9% | Reduced |
| Matauro, LLC | 81,255 | $45.5M | 9.23% | +17,375+27.2% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 80,972 | $45.3M | 21.11% | +80,972 | New |
| Aua Capital Management, LLC | 80,873 | $45.2M | 29.44% | +1,659+2.1% | Added |
| Capital Management Associates, Inc | 80,864 | $45.2M | 10.24% | +43,140+114.4% | Added |
| Anchor Capital Management Group Inc | 80,000 | $44.8M | 20.60% | −20,000−20.0% | Reduced |