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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 59,097 | $32.8M | 0.02% | −8,500−12.6% | Reduced |
| Calamos Wealth Management LLC | 58,612 | $32.8M | 1.64% | +3,629+6.6% | Added |
| King Luther Capital Management Corp | 58,589 | $32.8M | 0.15% | −11,368−16.2% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 58,563 | $32.8M | 12.37% | −19,180−24.7% | Reduced |
| Midwest Professional Planners, LTD. | 58,271 | $32.6M | 10.14% | −10,850−15.7% | Reduced |
| Gryphon Financial Partners LLC | 26,574 | $32.5M | 4.68% | −1,229−4.4% | Reduced |
| Unique Wealth, LLC | 58,060 | $32.5M | 6.14% | +7,949+15.9% | Added |
| Birinyi Associates Inc | 58,022 | $32.5M | 10.48% | −6,207−9.7% | Reduced |
| Fayez Sarofim & Co | 57,969 | $32.4M | 0.08% | +25,832+80.4% | Added |
| Crestwood Advisors Group LLC | 57,699 | $32.3M | 0.61% | +1,221+2.2% | Added |
| Resources Investment Advisors, LLC. | 57,359 | $32.1M | 0.38% | −4,730−7.6% | Reduced |
| Tyche Wealth Partners LLC | 57,139 | $32.0M | 6.92% | +20,120+54.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 57,074 | $31.9M | 15.57% | −719−1.2% | Reduced |
| Chesley Taft & Associates LLC | 56,911 | $31.8M | 1.54% | −1,398−2.4% | Reduced |
| Marmo Financial Group, LLC | 56,887 | $31.8M | 17.41% | +201+0.4% | Added |
| Soundwatch Capital LLC | 56,685 | $31.7M | 14.44% | −468,946−89.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 56,594 | $31.7M | 0.29% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 56,362 | $31.6M | 2.44% | −27,000−32.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 56,720 | $31.5M | 0.33% | +11,779+26.2% | Added |
| Adirondack Trust Co | 56,005 | $31.3M | 12.24% | +147+0.3% | Added |
| LSP Investment Advisors, LLC | 55,990 | $31.3M | 26.91% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 55,858 | $31.3M | 2.86% | −24,805−30.8% | Reduced |
| Granite FO LLC | 55,857 | $31.2M | 17.75% | +291+0.5% | Added |
| Evermay Wealth Management LLC | 55,518 | $31.1M | 4.09% | −369−0.7% | Reduced |
| King Wealth | 55,460 | $31.0M | 4.70% | +2,475+4.7% | Added |
| ZEGA Investments, LLC | 55,447 | $31.0M | 9.11% | +2,505+4.7% | Added |
| Yelin Lapidot Holdings Management Ltd. | 55,410 | $31.0M | 5.99% | −7,095−11.4% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 55,378 | $31.0M | 21.46% | +542+1.0% | Added |
| Yeomans Consulting Group, Inc. | 55,350 | $31.0M | 11.97% | +52,821+2,088.6% | Added |
| Crescent Grove Advisors, LLC | 54,985 | $30.9M | 3.21% | −1,270−2.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 54,962 | $30.7M | 4.13% | −103−0.2% | Reduced |
| Soltis Investment Advisors LLC | 54,927 | $30.7M | 2.75% | +22,645+70.1% | Added |
| Ninepoint Partners LP | 54,900 | $30.7M | 5.39% | −1,600−2.8% | Reduced |
| Johnson Financial Group, Inc. | 54,707 | $30.7M | 1.50% | −3,320−5.7% | Reduced |
| Brighton Jones LLC | 54,862 | $30.7M | 0.99% | −3,619−6.2% | Reduced |
| Maven Securities LTD | 54,769 | $30.6M | 6.70% | −168,613−75.5% | Reduced |
| Kera Capital Partners, Inc. | 54,658 | $30.6M | 9.09% | +2,338+4.5% | Added |
| Hapanowicz & Associates Financial Services, Inc | 54,636 | $30.6M | 17.02% | +4,566+9.1% | Added |
| Cary Street Partners Financial LLC | 54,601 | $30.5M | 0.97% | −4,092−7.0% | Reduced |
| FFT Wealth Management LLC | 54,356 | $30.5M | 6.38% | −131,011−70.7% | Reduced |
| Roth Financial Partners LLC | 54,471 | $30.5M | 12.03% | −1,005−1.8% | Reduced |
| Norden Group LLC | 54,218 | $30.3M | 3.49% | +27,826+105.4% | Added |
| Cardiff Park Advisors, LLC | 54,181 | $30.3M | 2.93% | −1,534−2.8% | Reduced |
| Fortis Capital Advisors, LLC | 54,094 | $30.3M | 6.14% | −6,434−10.6% | Reduced |
| Glen Eagle Advisors, LLC | 53,973 | $30.2M | 5.00% | +799+1.5% | Added |
| MPWM Advisory Solutions, LLC | 53,560 | $30.0M | 21.74% | +137+0.3% | Added |
| Howland Capital Management LLC | 53,323 | $29.9M | 1.33% | −1,136−2.1% | Reduced |
| Capital Wealth Planning, LLC | 53,209 | $29.8M | 0.26% | +797+1.5% | Added |
| Allspring Global Investments Holdings, LLC | 52,914 | $29.7M | 0.05% | −6,841−11.4% | Reduced |
| Trust Co of Virginia | 53,032 | $29.7M | 2.75% | −620−1.2% | Reduced |
| Swiss Life Asset Management Ltd | 53,000 | $29.6M | 0.22% | +7,000+15.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 52,874 | $29.6M | 2.76% | +731+1.4% | Added |
| Oakmont Corp | 52,822 | $29.5M | 5.83% | −279−0.5% | Reduced |
| Callan Family Office, LLC | 52,720 | $29.5M | 2.21% | +1,250+2.4% | Added |
| Smith, Moore & Co. | 52,639 | $29.4M | 2.73% | +202+0.4% | Added |
| Strategic Equity Management | 52,608 | $29.4M | 12.37% | +898+1.7% | Added |
| BigSur Wealth Management LLC | 52,445 | $29.4M | 7.97% | −852−1.6% | Reduced |
| Sanchez Wealth Management Group | 52,383 | $29.3M | 7.96% | +3,311+6.7% | Added |
| Schechter Investment Advisors, LLC | 52,288 | $29.2M | 2.41% | −4,328−7.6% | Reduced |
| Clarius Group, LLC | 52,279 | $29.2M | 1.84% | +12,616+31.8% | Added |
| Wedbush Securities Inc | 52,145 | $29.2M | 1.07% | +5,187+11.0% | Added |
| Trustmark National Bank Trust Department | 52,071 | $29.1M | 2.16% | +33+0.1% | Added |
| Verdence Capital Advisors LLC | 51,950 | $29.1M | 2.22% | +3,110+6.4% | Added |
| First Heartland Consultants, Inc. | 51,761 | $29.0M | 2.99% | −1,180−2.2% | Reduced |
| Capital Group Private Client Services, Inc. | 51,674 | $28.9M | 0.28% | −8,358−13.9% | Reduced |
| Foguth Wealth Management, LLC. | 51,573 | $28.8M | 7.00% | +11,861+29.9% | Added |
| Mission Wealth Management, LP | 51,524 | $28.8M | 0.72% | −516−1.0% | Reduced |
| Curated Wealth Partners LLC | 51,509 | $28.8M | 3.73% | +279+0.5% | Added |
| Ironsides Asset Advisors, LLC | 51,475 | $28.8M | 8.45% | −15,151−22.7% | Reduced |
| Advance Capital Management, Inc. | 51,429 | $28.8M | 1.38% | −2,922−5.4% | Reduced |
| Lifestyle Asset Management, Inc. | 51,349 | $28.7M | 15.79% | −2,504−4.6% | Reduced |
| CoreCap Advisors, LLC | 51,314 | $28.7M | 1.26% | +2,637+5.4% | Added |
| Wind River Trust Co | 51,273 | $28.7M | 12.31% | 00.0% | Unchanged |
| Fiduciary Trust Co | 51,089 | $28.6M | 0.37% | +1,017+2.0% | Added |
| First National Corp | 50,877 | $28.5M | 6.28% | +1,373+2.8% | Added |
| Taurus Asset Management, LLC | 50,778 | $28.4M | 2.88% | +3,325+7.0% | Added |
| Black Swift Group, LLC | 50,749 | $28.4M | 6.42% | +19,764+63.8% | Added |
| HMS Capital Management, LLC | 56,189 | $28.3M | 15.72% | −269−0.5% | Reduced |
| Oxford Financial Group Ltd | 50,552 | $28.3M | 1.98% | +442+0.9% | Added |
| Great Valley Advisor Group, Inc. | 50,343 | $28.2M | 0.61% | +1,302+2.7% | Added |
| NBC Securities, Inc. | 50,056 | $28.0M | 2.39% | +50,024+156,325.0% | Added |
| MKT Advisors LLC | 55,428 | $28.0M | 13.11% | +887+1.6% | Added |
| Ciovacco Capital Management LLC | 49,727 | $27.8M | 19.48% | −18,217−26.8% | Reduced |
| Walleye Capital LLC | 49,639 | $27.8M | 0.31% | −188,387−79.1% | Reduced |
| Aspect Partners, LLC | 49,589 | $27.7M | 15.88% | +1,452+3.0% | Added |
| Boston Family Office LLC | 49,405 | $27.6M | 1.96% | −1,937−3.8% | Reduced |
| Clarity Wealth Advisors, LLC | 49,209 | $27.5M | 7.63% | +2,006+4.2% | Added |
| Archon Partners LLC | 49,100 | $27.5M | 3.33% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 49,000 | $27.4M | 9.56% | +50+0.1% | Added |
| NorthCrest Asset Manangement, LLC | 48,941 | $27.4M | 0.83% | +1,759+3.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 48,928 | $27.3M | 0.38% | −6,971−12.5% | Reduced |
| Afg Fiduciary Services Limited Partnership | 392,786 | $27.3M | 20.02% | +22,473+6.1% | Added |
| Thoma Capital Management LLC | 48,291 | $27.0M | 18.89% | +1,281+2.7% | Added |
| Brave Asset Management Inc | 48,276 | $27.0M | 8.49% | +13,811+40.1% | Added |
| Point72 Asset Management, L.P. | 48,000 | $26.9M | 0.08% | +42,000+700.0% | Added |
| Pineridge Advisors LLC | 47,677 | $26.7M | 10.42% | +539+1.1% | Added |
| Independent Family Office, LLC | 47,632 | $26.6M | 14.01% | +82+0.2% | Added |
| Cresta Advisors, Ltd. | 47,255 | $26.4M | 13.70% | +6,515+16.0% | Added |
| State of Wisconsin Investment Board | 47,040 | $26.3M | 0.07% | −45,152−49.0% | Reduced |
| Capital Investment Advisors, LLC | 47,023 | $26.3M | 0.51% | +6,809+16.9% | Added |