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 |
|---|---|---|---|---|---|
| Connecticut Wealth Management, LLC | 37,667 | $21.1M | 1.10% | −462−1.2% | Reduced |
| Capital World Investors | 37,849 | $21.0M | 0.00% | −4,140−9.9% | Reduced |
| BKD Wealth Advisors, LLC | 37,386 | $20.9M | 0.50% | −106−0.3% | Reduced |
| Aristides Capital LLC | 37,339 | $20.9M | 7.76% | 00.0% | Unchanged |
| Brickley Wealth Management | 37,264 | $20.8M | 4.32% | −1,917−4.9% | Reduced |
| Financial & Tax Architects, LLC | 37,197 | $20.8M | 5.22% | −965−2.5% | Reduced |
| Albion Financial Group | 37,155 | $20.8M | 1.47% | +355+1.0% | Added |
| Chilton Capital Management LLC | 37,130 | $20.8M | 0.90% | −1,167−3.0% | Reduced |
| Davenport & Co LLC | 37,071 | $20.7M | 0.12% | −2,536−6.4% | Reduced |
| Blue Edge Capital, LLC | 36,924 | $20.7M | 3.32% | +607+1.7% | Added |
| Wellspring Financial Advisors, LLC | 36,913 | $20.6M | 2.30% | −20−0.1% | Reduced |
| Iron Horse Wealth Management, LLC | 36,791 | $20.6M | 6.61% | +634+1.8% | Added |
| Trust Co of Oklahoma | 36,656 | $20.5M | 7.08% | −941−2.5% | Reduced |
| Sharp Financial Services, LLC | 36,289 | $20.3M | 15.54% | +27,197+299.1% | Added |
| J Hagan Capital, Inc. | 34,515 | $20.2M | 16.45% | +34,515 | New |
| Three Bridge Wealth Advisors, LLC | 35,878 | $20.1M | 7.00% | +56+0.2% | Added |
| TrueWealth Advisors, LLC | 35,906 | $20.1M | 6.60% | −9,999−21.8% | Reduced |
| Leavell Investment Management, Inc. | 35,723 | $20.0M | 0.99% | −796−2.2% | Reduced |
| Segment Wealth Management, LLC | 35,791 | $20.0M | 1.35% | −170−0.5% | Reduced |
| Nepc LLC | 35,789 | $20.0M | 0.55% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 35,776 | $20.0M | 4.34% | +1,459+4.3% | Added |
| Belmont Capital, LLC | 35,753 | $20.0M | 3.59% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 35,225 | $20.0M | 0.39% | −22,676−39.2% | Reduced |
| Copperwynd Financial, LLC | 35,683 | $20.0M | 5.51% | −1,734−4.6% | Reduced |
| Compass Planning Associates Inc | 35,651 | $19.9M | 20.16% | +743+2.1% | Added |
| James J. Burns & Company, LLC | 35,552 | $19.9M | 3.56% | +5,617+18.8% | Added |
| Silvercrest Asset Management Group LLC | 35,530 | $19.9M | 0.14% | −38,572−52.1% | Reduced |
| Weil Company, Inc. | 35,395 | $19.8M | 5.91% | +17,144+93.9% | Added |
| Thrive Wealth Management, LLC | 35,341 | $19.8M | 3.78% | −1,642−4.4% | Reduced |
| Financial Engines Advisors L.L.C. | 35,256 | $19.7M | 0.04% | +542+1.6% | Added |
| Daymark Wealth Partners, LLC | 35,166 | $19.7M | 0.85% | −1,424−3.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 35,113 | $19.6M | 0.16% | −2,251−6.0% | Reduced |
| Hilltop Holdings Inc. | 35,098 | $19.6M | 1.24% | −1,968−5.3% | Reduced |
| Alight Capital Management LP | 35,000 | $19.6M | 10.32% | +35,000 | New |
| Private Trust Co NA | 34,956 | $19.6M | 2.01% | +4,533+14.9% | Added |
| Hancock Whitney Corp | 34,872 | $19.5M | 0.64% | −2,880−7.6% | Reduced |
| Banque de Luxembourg S.A. | 34,778 | $19.5M | 11.13% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 34,754 | $19.4M | 2.29% | −532−1.5% | Reduced |
| Pinebridge Investments, L.P. | 34,602 | $19.4M | 0.16% | −8,206−19.2% | Reduced |
| Heritage Trust Co | 34,548 | $19.3M | 2.34% | +4,099+13.5% | Added |
| Aspen Investment Management Inc | 34,348 | $19.2M | 8.86% | +681+2.0% | Added |
| Avidian Wealth Solutions, LLC | 34,290 | $19.2M | 0.85% | −4,525−11.7% | Reduced |
| Saiph Capital, LLC | 34,279 | $19.2M | 9.16% | −318−0.9% | Reduced |
| Thomist Capital Management, LP | 34,400 | $19.1M | 8.04% | +34,400 | New |
| Bartlett & Co. Wealth Management LLC | 33,998 | $19.1M | 0.28% | +725+2.2% | Added |
| Hummer Financial Advisory Services Inc | 33,610 | $18.9M | 15.31% | +143+0.4% | Added |
| Meridian Wealth Advisors, LLC | 33,602 | $18.8M | 3.19% | −401−1.2% | Reduced |
| Symmetry Investments LP | 33,532 | $18.8M | 1.69% | −47,742−58.7% | Reduced |
| Integrity Alliance, LLC. | 33,504 | $18.7M | 0.74% | +23,180+224.5% | Added |
| Koshinski Asset Management, Inc. | 33,419 | $18.7M | 1.59% | +3,754+12.7% | Added |
| NewSquare Capital LLC | 33,292 | $18.6M | 1.52% | −10,341−23.7% | Reduced |
| Pioneer Trust Bank N A | 33,183 | $18.6M | 4.89% | +1,224+3.8% | Added |
| Tikvah Management LLC | 33,104 | $18.5M | 6.31% | −3,620−9.9% | Reduced |
| Arkadios Wealth Advisors | 33,009 | $18.5M | 0.70% | +13,839+72.2% | Added |
| Blue Investment Partners LLC | 32,978 | $18.4M | 6.94% | +951+3.0% | Added |
| Second Line Capital, LLC | 32,660 | $18.3M | 4.72% | +439+1.4% | Added |
| Delta Financial Advisors LLC | 32,741 | $18.3M | 6.88% | +18+0.1% | Added |
| Cobblestone Capital Advisors LLC | 32,728 | $18.3M | 1.00% | −1,697−4.9% | Reduced |
| Resolute Partners Group | 32,576 | $18.3M | 5.27% | +444+1.4% | Added |
| Baron Financial Group, LLC | 32,519 | $18.2M | 11.44% | +62+0.2% | Added |
| Aprio Wealth Management, LLC | 32,491 | $18.2M | 2.28% | −626−1.9% | Reduced |
| Seven Mile Advisory | 32,473 | $18.2M | 12.12% | +30+0.1% | Added |
| Country Club Bank | 32,670 | $18.2M | 1.22% | −65−0.2% | Reduced |
| CX Institutional | 32,387 | $18.1M | 0.68% | −6,876−17.5% | Reduced |
| Central Bank & Trust Co | 32,175 | $18.0M | 3.01% | +493+1.6% | Added |
| PCG Asset Management, LLC | 32,119 | $18.0M | 16.81% | −382−1.2% | Reduced |
| Gateway Wealth Partners, LLC | 32,099 | $18.0M | 4.03% | −394−1.2% | Reduced |
| Gillson Capital LP | 32,046 | $17.9M | 1.53% | +32,046 | New |
| Reyes Financial Architecture, Inc. | 31,910 | $17.9M | 13.14% | +7,196+29.1% | Added |
| Beacon Investment Advisory Services, Inc. | 31,874 | $17.8M | 0.83% | −7,954−20.0% | Reduced |
| Accurate Wealth Management, LLC | 33,390 | $17.8M | 3.40% | +2,986+9.8% | Added |
| WealthBridge Capital Management, LLC | 31,616 | $17.7M | 5.00% | +1,985+6.7% | Added |
| Clarus Wealth Advisors | 32,221 | $17.7M | 9.45% | +4,441+16.0% | Added |
| Lazard Asset Management LLC | 31,551 | $17.6M | 0.03% | −13,189−29.5% | Reduced |
| Hardy Reed LLC | 31,491 | $17.6M | 1.55% | −4,089−11.5% | Reduced |
| Royal Capital Wealth Management, LLC | 31,471 | $17.6M | 12.34% | +133+0.4% | Added |
| Magnolia Capital Management Ltd | 31,406 | $17.6M | 15.07% | −1,630−4.9% | Reduced |
| Avestar Capital, LLC | 31,401 | $17.6M | 1.67% | +3,410+12.2% | Added |
| New England Private Wealth Advisors LLC | 31,380 | $17.6M | 2.71% | −1,500−4.6% | Reduced |
| Coastline Trust Co | 31,192 | $17.4M | 2.17% | −966−3.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 31,182 | $17.4M | 1.64% | +795+2.6% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 31,142 | $17.4M | 4.23% | +3,015+10.7% | Added |
| Ameritas Investment Partners, Inc. | 31,122 | $17.4M | 0.60% | −3,400−9.8% | Reduced |
| Clark Financial Services Group Inc | 30,976 | $17.3M | 12.00% | +11,351+57.8% | Added |
| Genesis Wealth Advisors, LLC | 30,967 | $17.3M | 14.03% | +2,056+7.1% | Added |
| First Manhattan Co | 30,843 | $17.3M | 0.05% | −948−3.0% | Reduced |
| E&G Advisors, LP | 30,922 | $17.3M | 4.88% | +1,297+4.4% | Added |
| Strategic Blueprint, LLC | 30,906 | $17.3M | 0.94% | +1,207+4.1% | Added |
| Henshaw Capital LLC | 30,900 | $17.3M | 0.76% | 00.0% | Unchanged |
| Romano Brothers and Company | 30,853 | $17.3M | 2.23% | −660−2.1% | Reduced |
| Insight Advisors, LLC | 30,818 | $17.2M | 3.02% | +2,688+9.6% | Added |
| Safe Harbor Fiduciary, LLC | 30,812 | $17.2M | 17.83% | −199−0.6% | Reduced |
| JCP Investment Management, LLC | 30,669 | $17.2M | 10.61% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 30,598 | $17.1M | 1.19% | −457−1.5% | Reduced |
| Q Global Advisors, LLC | 30,541 | $17.1M | 13.89% | +30,541 | New |
| Evergreen Capital Management LLC | 30,418 | $17.1M | 0.57% | +608+2.0% | Added |
| Nilsine Partners, LLC | 30,504 | $17.1M | 1.87% | +2,377+8.5% | Added |
| J. Safra Sarasin Holding AG | 30,512 | $17.1M | 0.31% | +215+0.7% | Added |
| Cornerstone Capital, Inc. | 30,474 | $17.0M | 1.83% | −1,087−3.4% | Reduced |
| Intrepid Financial Planning Group LLC | 30,460 | $17.0M | 7.89% | −733−2.3% | Reduced |