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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 46,849 | $26.3M | 1.01% | +9,036+23.9% | Added |
| GM Advisory Group, Inc. | 46,887 | $26.2M | 1.42% | +153+0.3% | Added |
| Dorsey & Whitney Trust CO LLC | 46,883 | $26.2M | 1.52% | −4,612−9.0% | Reduced |
| Principal Street Partners, LLC | 46,727 | $26.1M | 4.86% | +477+1.0% | Added |
| Jasper Ridge Partners, L.P. | 46,717 | $26.1M | 0.84% | 00.0% | Unchanged |
| BSW Wealth Partners | 46,628 | $26.1M | 3.96% | −581−1.2% | Reduced |
| Montz Harcus Wealth Management LLC | 46,597 | $26.1M | 14.24% | −727−1.5% | Reduced |
| German American Bancorp, Inc. | 46,370 | $25.9M | 2.79% | +60+0.1% | Added |
| Regal Investment Advisors LLC | 46,314 | $25.9M | 2.10% | +4,438+10.6% | Added |
| Norris Financial Group, LLC | 46,117 | $25.8M | 12.04% | −15,269−24.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 46,029 | $25.7M | 4.94% | −4,259−8.5% | Reduced |
| Amarillo National Bank | 45,858 | $25.7M | 4.99% | −2,497−5.2% | Reduced |
| Motco | 45,615 | $25.5M | 2.69% | −80.0% | Reduced |
| Essex Financial Services, Inc. | 45,439 | $25.4M | 1.83% | +575+1.3% | Added |
| Claro Advisors LLC | 45,368 | $25.4M | 3.40% | +6,593+17.0% | Added |
| Prosperity Consulting Group, LLC | 45,361 | $25.4M | 1.96% | +5,029+12.5% | Added |
| Condor Capital Management | 45,126 | $25.2M | 2.35% | −1,991−4.2% | Reduced |
| ARS Investment Partners, LLC | 43,070 | $25.2M | 2.28% | −39−0.1% | Reduced |
| KCM Investment Advisors LLC | 45,073 | $25.2M | 0.91% | −353−0.8% | Reduced |
| Ally Financial Inc. | 45,000 | $25.2M | 2.82% | +45,000 | New |
| Burt Wealth Advisors | 44,964 | $25.2M | 6.30% | +766+1.7% | Added |
| Palumbo Wealth Management LLC | 44,935 | $25.1M | 8.40% | −6,464−12.6% | Reduced |
| Resonant Capital Advisors, LLC | 44,780 | $25.1M | 1.75% | −373−0.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 44,857 | $25.1M | 4.81% | +291+0.7% | Added |
| Taylor & Morgan Wealth Management, LLC | 44,672 | $25.0M | 18.84% | +461+1.0% | Added |
| Focus Financial Network, Inc. | 44,646 | $25.0M | 1.02% | +2,769+6.6% | Added |
| Provenance Wealth Advisors, LLC | 44,644 | $25.0M | 3.59% | +1,882+4.4% | Added |
| Salomon & Ludwin, LLC | 44,739 | $25.0M | 2.66% | −291−0.6% | Reduced |
| Aragon Global Management, LP | 44,580 | $24.9M | 9.59% | 00.0% | Unchanged |
| Firestone Capital Management | 44,493 | $24.9M | 6.53% | −315−0.7% | Reduced |
| Jarislowsky, Fraser Ltd | 44,233 | $24.7M | 0.16% | +1,970+4.7% | Added |
| Fort Washington Investment Advisors Inc | 44,191 | $24.7M | 0.15% | −12,249−21.7% | Reduced |
| First Business Financial Services, Inc. | 43,995 | $24.6M | 2.42% | +1,165+2.7% | Added |
| Angeles Wealth Management, LLC | 43,922 | $24.6M | 2.04% | −100.0% | Reduced |
| Price T Rowe Associates Inc | 43,888 | $24.6M | 0.00% | −32,443−42.5% | Reduced |
| Edgestream Partners, L.P. | 43,811 | $24.5M | 0.83% | −19,665−31.0% | Reduced |
| Three Seasons Wealth, LLC | 43,736 | $24.5M | 12.12% | +43,736 | New |
| Atomi Financial Group, Inc. | 43,710 | $24.5M | 1.12% | +232+0.5% | Added |
| Snowden Capital Advisors LLC | 43,352 | $24.3M | 0.78% | +1,733+4.2% | Added |
| Securian Asset Management, Inc | 43,190 | $24.2M | 0.73% | −1,670−3.7% | Reduced |
| Hantz Financial Services, Inc. | 42,886 | $24.0M | 0.42% | −1,329−3.0% | Reduced |
| Pensionmark Financial Group, LLC | 42,756 | $23.9M | 0.62% | +495+1.2% | Added |
| First International Bank & Trust | 42,722 | $23.9M | 7.56% | −2,548−5.6% | Reduced |
| Indiana Trust & Investment Management CO | 42,714 | $23.9M | 8.65% | −471−1.1% | Reduced |
| Financial Partners Group, Inc | 42,592 | $23.8M | 3.68% | +3,264+8.3% | Added |
| SimpliFi, Inc. | 42,557 | $23.8M | 10.92% | +15,315+56.2% | Added |
| Prostatis Group LLC | 42,516 | $23.8M | 7.50% | +14,827+53.5% | Added |
| LFA - Lugano Financial Advisors SA | 42,509 | $23.8M | 16.17% | +2,805+7.1% | Added |
| Welch & Forbes LLC | 42,427 | $23.7M | 0.31% | −4,027−8.7% | Reduced |
| Sovereign Financial Group, Inc. | 42,328 | $23.7M | 5.45% | +867+2.1% | Added |
| Thompson Siegel & Walmsley LLC | 42,272 | $23.6M | 0.40% | −721−1.7% | Reduced |
| Fluent Financial, LLC | 42,257 | $23.6M | 10.30% | −3,145−6.9% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 41,915 | $23.4M | 10.53% | −1,182−2.7% | Reduced |
| LCM Capital Management Inc | 41,857 | $23.4M | 13.75% | +750+1.8% | Added |
| PKS Advisory Services, LLC | 4,172 | $23.4M | 6.40% | −32,908−88.7% | Reduced |
| Kingsview Wealth Management, LLC | 41,591 | $23.3M | 0.44% | +585+1.4% | Added |
| Family Management Corp | 41,202 | $23.0M | 3.81% | +2,532+6.5% | Added |
| Burke & Herbert Bank & Trust Co | 41,118 | $23.0M | 5.53% | +882+2.2% | Added |
| Moran Wealth Management, LLC | 41,096 | $23.0M | 0.77% | −14,023−25.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41,065 | $23.0M | 0.87% | +4,216+11.4% | Added |
| Madison Asset Management, LLC | 40,939 | $22.9M | 0.26% | −15,030−26.9% | Reduced |
| ASB Consultores, LLC | 40,897 | $22.9M | 14.88% | +12,867+45.9% | Added |
| Aviso Financial Inc. | 40,853 | $22.8M | 1.13% | +879+2.2% | Added |
| Black Maple Capital Management LP | 40,752 | $22.8M | 17.90% | +7,457+22.4% | Added |
| Diversified Portfolios, Inc. | 40,624 | $22.7M | 2.39% | +1,029+2.6% | Added |
| Legacy Advisors, LLC | 40,306 | $22.5M | 2.38% | +1,374+3.5% | Added |
| Western Wealth Management, LLC | 40,264 | $22.5M | 1.49% | −14,811−26.9% | Reduced |
| Whitford Management LLC | 40,200 | $22.5M | 28.79% | −163,116−80.2% | Reduced |
| RK Capital Management, LLC | 40,190 | $22.5M | 21.34% | +28,304+238.1% | Added |
| BancorpSouth Bank | 40,169 | $22.5M | 1.60% | −456−1.1% | Reduced |
| Camarda Financial Advisors, LLC | 40,160 | $22.5M | 10.13% | +18,051+81.6% | Added |
| Central Pacific Bank - Trust Division | 40,112 | $22.4M | 3.10% | −248−0.6% | Reduced |
| Palisade Asset Management, LLC | 40,105 | $22.4M | 2.30% | −559−1.4% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 40,082 | $22.4M | 1.19% | −434−1.1% | Reduced |
| Holocene Advisors, LP | 40,021 | $22.4M | 0.07% | −47,109−54.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 39,976 | $22.4M | 0.29% | −3,138−7.3% | Reduced |
| Roble, Belko & Company, Inc | 39,864 | $22.3M | 3.56% | −666−1.6% | Reduced |
| Raelipskie Partnership | 39,776 | $22.3M | 11.44% | −152−0.4% | Reduced |
| Kovack Advisors, Inc. | 39,607 | $22.2M | 2.35% | −620−1.5% | Reduced |
| Financial Services Advisory Inc | 39,563 | $22.1M | 8.37% | −68,461−63.4% | Reduced |
| Advisory Alpha, LLC | 39,547 | $22.1M | 0.75% | +23,892+152.6% | Added |
| BluePointe Capital Management, LLC | 39,251 | $22.0M | 8.39% | +20,866+113.5% | Added |
| Parallel Advisors, LLC | 39,373 | $22.0M | 0.50% | +1,141+3.0% | Added |
| Guardian Wealth Advisors, LLC | 39,241 | $22.0M | 14.08% | +927+2.4% | Added |
| Jackson Wealth Management, LLC | 39,193 | $21.9M | 2.66% | +33,178+551.6% | Added |
| Tull Financial Group, Inc. | 39,160 | $21.9M | 12.76% | −47,943−55.0% | Reduced |
| Spinnaker Trust | 38,969 | $21.8M | 1.42% | +312+0.8% | Added |
| Ameritas Advisory Services, LLC | 37,810 | $21.7M | 0.88% | −18,264−32.6% | Reduced |
| Capital Advisors Inc | 38,727 | $21.7M | 0.43% | −69,014−64.1% | Reduced |
| Boyd Watterson Asset Management LLC | 38,592 | $21.6M | 6.90% | 00.0% | Unchanged |
| O'Dell Group, LLC | 38,524 | $21.6M | 5.59% | −3,226−7.7% | Reduced |
| Corsair Capital Management, L.P. | 38,503 | $21.5M | 5.55% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 38,449 | $21.5M | 0.31% | +15,324+66.3% | Added |
| Eagle Capital Management, LLC | 38,411 | $21.5M | 9.51% | −6,742−14.9% | Reduced |
| Smith Anglin Financial, LLC | 38,373 | $21.5M | 2.27% | −203−0.5% | Reduced |
| Armstrong Advisory Group, Inc | 36,595 | $21.4M | 1.71% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 38,308 | $21.4M | 1.30% | −1,283−3.2% | Reduced |
| Ritholtz Wealth Management | 38,048 | $21.3M | 0.64% | −149,398−79.7% | Reduced |
| PFG Investments, LLC | 37,972 | $21.2M | 1.36% | +958+2.6% | Added |
| BLB&B Advisors, LLC | 37,859 | $21.2M | 1.08% | +753+2.0% | Added |