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 |
|---|---|---|---|---|---|
| Atalanta Sosnoff Capital, LLC | 79,912 | $44.7M | 1.07% | +28,938+56.8% | Added |
| Flagship Harbor Advisors, LLC | 79,871 | $44.7M | 2.35% | −30,024−27.3% | Reduced |
| Israel Discount Bank of New York | 78,963 | $44.2M | 33.95% | +2,518+3.3% | Added |
| Boston Private Wealth LLC | 78,791 | $44.1M | 1.81% | −4,932−5.9% | Reduced |
| Lazard Freres Gestion S.A.S. | 78,413 | $43.9M | 1.07% | +3,477+4.6% | Added |
| Berkshire Bank | 78,393 | $43.9M | 10.69% | −9,326−10.6% | Reduced |
| Lindbrook Capital, LLC | 78,185 | $43.7M | 4.03% | −3,088−3.8% | Reduced |
| Galilei Investment Office LLP | 77,655 | $43.4M | 23.53% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 76,989 | $43.1M | 0.65% | −17,907−18.9% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 76,800 | $43.0M | 4.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 76,794 | $43.0M | 2.38% | +2,361+3.2% | Added |
| Sowell Financial Services LLC | 76,513 | $42.8M | 1.95% | +6,634+9.5% | Added |
| Farmers Trust Co | 76,391 | $42.7M | 8.04% | −363−0.5% | Reduced |
| Rathbone Brothers plc | 76,165 | $42.6M | 0.21% | +1,349+1.8% | Added |
| Kaleidoscope Capital LP | 75,682 | $42.3M | 25.17% | +230+0.3% | Added |
| Dakota Wealth Management | 75,523 | $42.2M | 0.99% | +1,853+2.5% | Added |
| Fiduciary Alliance LLC | 75,365 | $42.2M | 4.14% | +13,646+22.1% | Added |
| Signaturefd, LLC | 75,194 | $42.1M | 0.80% | +4,642+6.6% | Added |
| Systematic Alpha Investments, LLC | 75,170 | $42.0M | 1.61% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 75,133 | $42.0M | 0.52% | +15,996+27.0% | Added |
| Frank, Rimerman Advisors LLC | 75,094 | $42.0M | 3.33% | −3,732−4.7% | Reduced |
| AE Wealth Management LLC | 75,092 | $42.0M | 0.35% | −94,508−55.7% | Reduced |
| Global Endowment Management, LP | 75,083 | $42.0M | 5.46% | +75,083 | New |
| Financial Advocates Investment Management | 74,989 | $41.9M | 2.95% | −16,384−17.9% | Reduced |
| Flputnam Investment Management Co | 74,586 | $41.7M | 0.78% | −3,050−3.9% | Reduced |
| Congress Wealth Management LLC | 74,170 | $41.5M | 0.50% | +1,994+2.8% | Added |
| Mechanics Bank Trust Department | 74,214 | $41.5M | 5.66% | −3,290−4.2% | Reduced |
| Insigneo Advisory Services, LLC | 74,093 | $41.4M | 4.28% | +2,248+3.1% | Added |
| Klingenstein Fields & Co LP | 73,601 | $41.2M | 1.75% | +633+0.9% | Added |
| Lutz Financial Services LLC | 73,497 | $41.1M | 3.37% | −989−1.3% | Reduced |
| Argent Trust Co | 73,342 | $41.0M | 1.68% | −1,332−1.8% | Reduced |
| Signal Advisors Wealth, LLC | 73,296 | $41.0M | 4.01% | +13,241+22.0% | Added |
| Diversify Wealth Management, LLC | 73,902 | $41.0M | 3.04% | +91+0.1% | Added |
| Atlantic Private Wealth, LLC | 72,883 | $40.8M | 30.14% | −5,814−7.4% | Reduced |
| Retirement Income Solutions, Inc | 72,384 | $40.5M | 8.47% | −320−0.4% | Reduced |
| Element Pointe Advisors, LLC | 72,256 | $40.4M | 9.83% | 00.0% | Unchanged |
| Fifth Third Securities, Inc. | 71,382 | $39.9M | 3.37% | +7,589+11.9% | Added |
| Lebenthal Global Advisors, LLC | 70,481 | $39.4M | 7.39% | +31,298+79.9% | Added |
| Benjamin Edwards Inc | 70,458 | $39.4M | 0.55% | +42,156+149.0% | Added |
| Seven Post Investment Office LP | 70,420 | $39.4M | 15.05% | −684−1.0% | Reduced |
| National Asset Management, Inc. | 70,238 | $39.3M | 1.19% | +7,345+11.7% | Added |
| Kozak & Associates, Inc. | 72,318 | $39.0M | 9.73% | −42−0.1% | Reduced |
| Schusterman Interests, LLC | 69,517 | $38.9M | 97.42% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 69,021 | $38.6M | 14.26% | +195+0.3% | Added |
| Medici Capital LLC | 68,900 | $38.5M | 46.95% | −5,510−7.4% | Reduced |
| Canandaigua National Bank & Trust Co | 68,510 | $38.3M | 3.82% | +622+0.9% | Added |
| Bizma Investimentos Ltda | 68,191 | $38.1M | 14.97% | +19,354+39.6% | Added |
| Carnegie Capital Asset Management, LLC | 74,452 | $37.6M | 0.89% | −1,469−1.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 66,954 | $37.5M | 0.49% | −1,905−2.8% | Reduced |
| Principal Financial Group Inc | 66,683 | $37.3M | 0.02% | +1,940+3.0% | Added |
| SNS Financial Group, LLC | 66,379 | $37.2M | 3.80% | −1,607−2.4% | Reduced |
| Pictet & Cie (Europe) SA | 66,286 | $37.1M | 0.88% | −6,959−9.5% | Reduced |
| Washburn Capital Management, Inc. | 65,517 | $36.6M | 24.10% | +471+0.7% | Added |
| Youngs Advisory Group, Inc. | 65,472 | $36.6M | 15.26% | +933+1.4% | Added |
| Hobart Private Capital, LLC | 65,354 | $36.6M | 9.14% | −20,329−23.7% | Reduced |
| North Star Investment Management Corp. | 65,348 | $36.6M | 2.66% | −1,766−2.6% | Reduced |
| Olympus Wealth Management, LLC | 65,150 | $36.4M | 16.00% | −48,766−42.8% | Reduced |
| Caldwell Trust Co | 65,119 | $36.4M | 3.91% | +2,031+3.2% | Added |
| Clear Harbor Asset Management, LLC | 64,398 | $36.0M | 2.86% | +482+0.8% | Added |
| Commonwealth Financial Services, LLC | 64,202 | $35.9M | 7.36% | −891−1.4% | Reduced |
| Shilanski & Associates, Inc. | 64,042 | $35.8M | 11.18% | +2,185+3.5% | Added |
| We Are One Seven, LLC | 63,964 | $35.8M | 1.39% | −15,687−19.7% | Reduced |
| Hengehold Capital Management LLC | 63,921 | $35.8M | 3.40% | +5,975+10.3% | Added |
| MTC Wealth Management LLC | 63,814 | $35.7M | 17.53% | +12,491+24.3% | Added |
| Verger Capital Management LLC | 63,694 | $35.6M | 15.67% | +7,991+14.3% | Added |
| Atlas Private Wealth Advisors | 63,385 | $35.5M | 4.94% | +31,503+98.8% | Added |
| Millennium Management LLC | 63,292 | $35.4M | 0.03% | −449,118−87.6% | Reduced |
| IPG Investment Advisors LLC | 62,952 | $35.3M | 7.99% | +19,906+46.2% | Added |
| RedJay Asset Management Inc. | 63,101 | $35.3M | 19.08% | +63,101 | New |
| LM Advisors LLC | 63,051 | $35.3M | 6.35% | +4,872+8.4% | Added |
| Bridgewater Advisors Inc. | 63,502 | $35.2M | 3.05% | −290.0% | Reduced |
| Attessa Capital LLC | 62,801 | $35.1M | 22.98% | +4,679+8.1% | Added |
| Harbour Investments, Inc. | 62,654 | $35.0M | 1.00% | −3,222−4.9% | Reduced |
| Aspen Grove Capital, LLC | 62,427 | $35.0M | 6.74% | +127+0.2% | Added |
| AXA S.A. | 62,429 | $34.9M | 0.11% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 64,843 | $34.9M | 12.59% | −186−0.3% | Reduced |
| Boothbay Fund Management, LLC | 62,185 | $34.8M | 1.25% | +61,465+8,536.8% | Added |
| Greenberg Financial Group | 53,476 | $34.8M | 14.57% | +53,476 | New |
| Cullinan Associates Inc | 62,046 | $34.7M | 2.45% | −4,543−6.8% | Reduced |
| Engineers Gate Manager LP | 61,955 | $34.7M | 0.58% | +19,959+47.5% | Added |
| Apollon Wealth Management, LLC | 61,667 | $34.5M | 0.76% | −4,835−7.3% | Reduced |
| Pitcairn Co | 61,635 | $34.5M | 2.08% | +609+1.0% | Added |
| Inscription Capital, LLC | 65,419 | $34.2M | 5.72% | +65,419 | New |
| Sig Brokerage, LP | 61,076 | $34.2M | 9.96% | +61,076 | New |
| Associated Banc-Corp | 61,070 | $34.2M | 1.04% | −2,458−3.9% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 60,881 | $34.1M | 8.51% | −3,506−5.4% | Reduced |
| Wealth Advisory Solutions, LLC | 61,029 | $34.1M | 9.03% | −2,166−3.4% | Reduced |
| Hanover Advisors Inc | 60,789 | $34.0M | 14.75% | −3,506−5.5% | Reduced |
| Centaurus Financial, Inc. | 60,719 | $34.0M | 2.06% | −2,517−4.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 60,530 | $33.9M | 13.11% | −415−0.7% | Reduced |
| HM Payson & Co | 60,510 | $33.9M | 0.59% | −110.0% | Reduced |
| IFP Advisors, Inc | 60,401 | $33.8M | 1.04% | −54,686−47.5% | Reduced |
| Zacks Investment Management | 60,359 | $33.8M | 0.32% | −5,956−9.0% | Reduced |
| Aspiriant, LLC | 60,356 | $33.8M | 1.17% | −513−0.8% | Reduced |
| Safeguard Investment Advisory Group, LLC | 60,322 | $33.8M | 9.17% | −50.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 60,288 | $33.7M | 9.45% | −251−0.4% | Reduced |
| First Nebraska Trust Co | 60,237 | $33.7M | 3.33% | +1,588+2.7% | Added |
| iA Global Asset Management Inc. | 59,973 | $33.5M | 0.58% | −2,104−3.4% | Reduced |
| Bank Hapoalim BM | 59,143 | $33.1M | 4.80% | −1,613−2.7% | Reduced |
| Humankind Investments LLC | 59,140 | $33.1M | 8.59% | 00.0% | Unchanged |