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, Q2 2025
Institutional positions in SPDR S&P 500 ETF Trust as of Jun 30, 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
- 4,245
- +114 vs. Q1 2025
- Shares held
- 590.8M
- +27.6M (+4.9%) vs. Q1 2025
- Total value
- $343.0B
- +$30.9B (+9.9%) vs. Q1 2025
- New holders
- 261
- 1,793 more added
- Sold out
- 147
- 1,639 more reduced
58 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 4,599 | $356.9B |
| Q4 2025 | 4,645 | $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, Q2 2025
Shares, value and share of portfolio for each institution holding SPDR S&P 500 ETF Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 1 | $32 | 0.00% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 1 | $556 | 0.00% | −1−50.0% | Reduced |
| Bayforest Capital Ltd | 1 | $618 | 0.00% | −198−99.5% | Reduced |
| Wells Financial Advisors INC | 1 | $618 | 0.00% | 00.0% | Unchanged |
| SPX Equities Gestao de Recursos Ltda | 1 | $618 | 0.00% | +1 | New |
| Equitec Proprietary Markets, LLC | 2 | $1.24K | 0.00% | −15,000−100.0% | Reduced |
| Kessler Investment Group, LLC | 3 | $1.85K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 3 | $1.85K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 5 | $3.09K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 7 | $4.33K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 10 | $6.18K | 0.00% | +2+25.0% | Added |
| Catherine Avery Investment Management LLC | 11 | $6.80K | 0.01% | −6−35.3% | Reduced |
| Capitol Family Office, Inc. | 17 | $10.5K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 18 | $11.4K | 0.00% | +18 | New |
| Gould Capital, LLC | 20 | $12.4K | 0.01% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 20 | $12.4K | 0.01% | +20 | New |
| Binnacle Investments Inc | 23 | $14.2K | 0.01% | +23 | New |
| Holos Integrated Wealth LLC | 24 | $15.3K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 30 | $18.5K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 31 | $18.9K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 31 | $19.2K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 34 | $21.3K | 0.02% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 36 | $22.2K | 0.01% | +36 | New |
| Byrne Asset Management LLC | 38 | $23.5K | 0.02% | +38 | New |
| DB Fitzpatrick & Co, Inc | 39 | $24.1K | 0.02% | 00.0% | Unchanged |
| Access Investment Management LLC | 40 | $24.7K | 0.01% | +40 | New |
| Eukles Asset Management | 41 | $25.3K | 0.01% | +28+215.4% | Added |
| BFI Infinity Ltd. | 45 | $27.8K | 0.02% | +45 | New |
| Pingora Partners LLC | 50 | $30.9K | 0.02% | +50 | New |
| Chapman Financial Group, LLC | 52 | $32.1K | 0.03% | +52 | New |
| Marshall Wace, LLP | 53 | $32.7K | 0.00% | −7,403−99.3% | Reduced |
| Hartford Financial Management Inc. | 55 | $34.0K | 0.01% | −60−52.2% | Reduced |
| PayPay Securities Corp | 55 | $34.0K | 1.66% | −4−6.8% | Reduced |
| REAP Financial Group, LLC | 55 | $34.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 54 | $34.0K | 0.02% | +40+285.7% | Added |
| Orion Capital Management LLC | 58 | $35.8K | 0.01% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 60 | $37.1K | 0.03% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 60 | $37.1K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 62 | $38.3K | 0.05% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 52 | $38.8K | 0.01% | +14+36.8% | Added |
| Dogwood Wealth Management LLC | 63 | $39.1K | 0.02% | −45−41.7% | Reduced |
| Investment Management Corp | 64 | $39.4K | 0.04% | +3+4.9% | Added |
| Legacy Advisors, LLC | 24,517 | $39.7K | 0.63% | −15,789−39.2% | Reduced |
| Legend Financial Advisors, Inc. | 64 | $39.8K | 0.03% | +64 | New |
| Evergreen Private Wealth LLC | 68 | $42.0K | 0.02% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 68 | $42.2K | 0.03% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 70 | $43.3K | 0.03% | +70 | New |
| 1620 Investment Advisors, Inc. | 74 | $46.3K | 0.03% | −8−9.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 78 | $48.2K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 80 | $49.4K | 0.06% | 00.0% | Unchanged |
| Copia Wealth Management | 81 | $50.0K | 0.04% | −4−4.7% | Reduced |
| WFA of San Diego, LLC | 81 | $50.0K | 0.04% | +81 | New |
| Creekmur Asset Management LLC | 82 | $50.7K | 0.01% | −53−39.3% | Reduced |
| MB, Levis & Associates, LLC | 83 | $51.3K | 0.02% | 00.0% | Unchanged |
| Luminist Capital LLC | 85 | $52.3K | 0.05% | 00.0% | Unchanged |
| Hara Capital LLC | 85 | $52.5K | 0.03% | 00.0% | Unchanged |
| Curat Global, LLC | 85 | $52.5K | 0.05% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 85 | $52.5K | 0.02% | +35+70.0% | Added |
| New England Capital Financial Advisors LLC | 92 | $56.6K | 0.03% | +1+1.1% | Added |
| Nisa Investment Advisors, LLC | 92 | $57.0K | 0.00% | +77+513.3% | Added |
| True Wealth Design, LLC | 94 | $58.1K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 100 | $61.7K | 0.03% | −26−20.6% | Reduced |
| Tower Trust & Investment Co | 100 | $61.8K | 0.04% | 00.0% | Unchanged |
| Skylands Capital, LLC | 100 | $61.8K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 105 | $64.9K | 0.05% | −46−30.5% | Reduced |
| Traub Capital Management LLC | 110 | $68.0K | 0.06% | +110 | New |
| Arcadia Investment Advisors LLC | 111 | $68.5K | 0.04% | 00.0% | Unchanged |
| Capco Asset Management, LLC | 113 | $69.8K | 0.01% | +91+413.6% | Added |
| Minot DeBlois Advisors LLC | 116 | $71.7K | 0.07% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 117 | $72.3K | 0.05% | 00.0% | Unchanged |
| Bank & Trust Co | 118 | $72.9K | 0.06% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 119 | $73.5K | 0.05% | 00.0% | Unchanged |
| Fairway Wealth LLC | 120 | $74.1K | 0.02% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 120 | $74.2K | 0.02% | −2−1.6% | Reduced |
| Thompson Investment Management, Inc. | 128 | $79.1K | 0.01% | −32−20.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 130 | $80.3K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 132 | $81.6K | 0.02% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 134 | $82.8K | 0.04% | +114+570.0% | Added |
| First Pacific Financial | 139 | $85.9K | 0.01% | +116+504.3% | Added |
| Morgan Dempsey Capital Management LLC | 140 | $86.6K | 0.04% | +128+1,066.7% | Added |
| Exchange Traded Concepts, LLC | 142 | $87.7K | 0.00% | −10,728−98.7% | Reduced |
| Hoey Investments, Inc | 145 | $89.6K | 0.01% | 00.0% | Unchanged |
| Winnow Wealth LLC | 150 | $92.7K | 0.07% | −573−79.3% | Reduced |
| Accordant Advisory Group Inc | 150 | $92.7K | 0.07% | +150 | New |
| Vestor Capital, LLC | 166 | $93.0K | 0.01% | −2,894−94.6% | Reduced |
| Putney Financial Group LLC | 152 | $93.9K | 0.09% | 00.0% | Unchanged |
| Birchbrook, Inc. | 154 | $94.9K | 0.05% | +10+6.9% | Added |
| First Community Trust NA | 162 | $100.1K | 0.08% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 163 | $100.7K | 0.04% | −115−41.4% | Reduced |
| Dougherty Wealth Advisers LLC | 166 | $102.6K | 0.07% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 166 | $102.6K | 0.03% | +16+10.7% | Added |
| Teachers Insurance & Annuity Association of America | 168 | $103.8K | 0.13% | −153−47.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 169 | $104.4K | 0.00% | +2+1.2% | Added |
| Perkins Coie Trust Co | 169 | $104.4K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 169 | $104.6K | 0.00% | −3,525−95.4% | Reduced |
| Milestone Investment Advisors LLC | 173 | $106.9K | 0.03% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 177 | $109.4K | 0.06% | +105+145.8% | Added |
| Citizens National Bank Trust Department | 178 | $110.0K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 179 | $110.0K | 0.05% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 180 | $111.0K | 0.00% | −250−58.1% | Reduced |