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 | 4,600 | $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, 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 |
|---|---|---|---|---|---|
| Level Wealth Management LLC | 1,080 | $667.3K | 0.39% | +2+0.2% | Added |
| Bogart Wealth, LLC | 1,080 | $667.5K | 0.03% | +20+1.9% | Added |
| American Money Management, LLC | 1,087 | $671.6K | 0.12% | −9−0.8% | Reduced |
| Elite Life Management LLC | 1,092 | $674.4K | 1.74% | +10+0.9% | Added |
| Gen-Wealth Partners Inc | 1,094 | $675.7K | 0.26% | −35−3.1% | Reduced |
| Transatlantique Private Wealth LLC | 1,094 | $675.9K | 0.25% | −1−0.1% | Reduced |
| Chico Wealth RIA | 1,095 | $676.4K | 0.53% | +1+0.1% | Added |
| Variant Private Wealth, LLC | 1,096 | $677.1K | 0.70% | +3+0.3% | Added |
| Chemung Canal Trust Co | 1,098 | $678.4K | 0.14% | +240+28.0% | Added |
| Accelerate Investment Advisors LLC | 1,099 | $679.2K | 0.51% | +25+2.3% | Added |
| Foster Group, Inc. | 1,100 | $679.8K | 0.02% | −55−4.8% | Reduced |
| Penn Davis McFarland Inc | 1,101 | $680.1K | 0.08% | 00.0% | Unchanged |
| Choice Wealth Advisors, LLC | 1,104 | $682.1K | 0.31% | 00.0% | Unchanged |
| Harbor Group, Inc. | 1,105 | $683.0K | 0.12% | −31−2.7% | Reduced |
| R. W. Roge & Company, Inc. | 1,106 | $683.0K | 0.39% | +635+134.8% | Added |
| Riverview Capital Advisers, LLC | 1,108 | $684.8K | 0.20% | −15−1.3% | Reduced |
| Eaton Financial Holdings Company, LLC | 1,110 | $685.6K | 0.21% | +164+17.3% | Added |
| Sageworth Trust Co of South Dakota | 1,110 | $685.8K | 0.74% | −29−2.5% | Reduced |
| STRS Ohio | 1,110 | $685.8K | 0.00% | +760+217.1% | Added |
| Altrius Capital Management Inc | 1,112 | $687.2K | 0.16% | −101−8.3% | Reduced |
| Allodium Investment Consultants, LLC | 1,113 | $687.7K | 0.44% | 00.0% | Unchanged |
| Avant Financial Advisors LLC | 1,113 | $687.7K | 0.57% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 1,115 | $688.7K | 0.17% | +38+3.5% | Added |
| Exeter Financial, LLC | 1,118 | $690.8K | 0.31% | 00.0% | Unchanged |
| Certus Wealth Management, LLC | 1,124 | $694.5K | 0.45% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 1,124 | $694.6K | 0.37% | +200+21.6% | Added |
| Compagnie Lombard Odier SCmA | 1,125 | $695.1K | 0.01% | +740+192.2% | Added |
| Kraft Asset Management, LLC | 1,126 | $695.7K | 0.65% | −176−13.5% | Reduced |
| SWMG, LLC | 1,095 | $697.7K | 0.23% | −27−2.4% | Reduced |
| Innovative Wealth Building LLC | 1,130 | $698.0K | 0.58% | −17−1.5% | Reduced |
| Bryant Woods Investment Advisors, LLC | 1,131 | $698.8K | 0.30% | −120−9.6% | Reduced |
| Grantvest Financial Group LLC | 1,132 | $699.2K | 0.52% | +73+6.9% | Added |
| IVC Wealth Advisors LLC | 1,133 | $699.8K | 0.34% | +1+0.1% | Added |
| Dock Street Asset Management Inc | 1,133 | $700.0K | 0.07% | −40−3.4% | Reduced |
| Pointe Capital Management LLC | 1,133 | $700.5K | 0.36% | −36−3.1% | Reduced |
| Wealth Watch Advisors, INC | 1,377 | $700.5K | 0.42% | +405+41.7% | Added |
| Butensky & Cohen Financial Security, Inc | 1,134 | $700.6K | 0.21% | −26−2.2% | Reduced |
| Braun-Bostich & Associates Inc. | 1,134 | $700.6K | 0.48% | +44+4.0% | Added |
| Tru Independence Asset Management 2, LLC | 1,131 | $700.8K | 0.48% | −270−19.3% | Reduced |
| Solutions 4 Wealth, Ltd | 1,135 | $701.4K | 1.17% | +546+92.7% | Added |
| Shufro Rose & Co LLC | 1,260 | $704.9K | 0.06% | 00.0% | Unchanged |
| Lincoln Capital LLC | 1,144 | $706.7K | 0.14% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 1,146 | $708.1K | 0.34% | +25+2.2% | Added |
| KFG Wealth Management, LLC | 1,148 | $709.2K | 0.11% | −68−5.6% | Reduced |
| Bath Savings Trust Co | 1,149 | $709.9K | 0.07% | 00.0% | Unchanged |
| Gordian Advisors LLC | 1,150 | $710.5K | 0.51% | +27+2.4% | Added |
| Focused Wealth Management, Inc | 1,151 | $711.0K | 0.09% | +105+10.0% | Added |
| Allied Investment Advisors, LLC | 1,152 | $711.8K | 0.12% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 1,157 | $714.8K | 0.34% | −92−7.4% | Reduced |
| Sage Financial Management Group, Inc. | 1,157 | $715.0K | 0.25% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,160 | $717.0K | 0.16% | +31+2.7% | Added |
| BCGM Wealth Management, LLC | 1,161 | $717.3K | 0.20% | +35+3.1% | Added |
| Sargent Investment Group, LLC | 1,134 | $717.6K | 0.10% | −402−26.2% | Reduced |
| Financial Counselors Inc | 1,162 | $717.9K | 1.02% | −122,925−99.1% | Reduced |
| Commonwealth Retirement Investments LLC | 1,165 | $719.9K | 0.27% | −113−8.8% | Reduced |
| Walker Asset Management, LLC | 1,167 | $721.0K | 0.42% | +101+9.5% | Added |
| MeadowBrook Investment Advisors LLC | 1,170 | $722.9K | 0.67% | −68−5.5% | Reduced |
| Golden State Equity Partners | 1,173 | $724.7K | 0.13% | +67+6.1% | Added |
| Wealthcare Capital Management LLC | 1,175 | $726.0K | 0.08% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 1,175 | $726.0K | 0.34% | 00.0% | Unchanged |
| Rezny Wealth Management, Inc. | 1,176 | $726.6K | 0.16% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,177 | $727.2K | 0.27% | 00.0% | Unchanged |
| FC Advisory LLC | 1,177 | $727.4K | 0.22% | +2+0.2% | Added |
| Marotta Asset Management | 1,177 | $727.4K | 0.15% | −389−24.8% | Reduced |
| Innealta Capital, LLC | 1,179 | $728.4K | 0.38% | −100−7.8% | Reduced |
| Johnson Bixby & Associates, LLC | 1,181 | $729.6K | 0.10% | −47−3.8% | Reduced |
| Hayek Kallen Investment Management | 1,183 | $731.0K | 0.25% | +488+70.2% | Added |
| GKV Capital Management Co., Inc. | 1,184 | $731.5K | 0.32% | −348−22.7% | Reduced |
| HighMark Wealth Management LLC | 1,189 | $734.6K | 0.36% | −272−18.6% | Reduced |
| Richard W. Paul & Associates, LLC | 1,189 | $734.6K | 0.27% | +144+13.8% | Added |
| Northcape Wealth Management, LLC | 1,190 | $735.2K | 0.22% | +5+0.4% | Added |
| Silver Lake Advisory, LLC | 1,194 | $737.8K | 0.31% | −90−7.0% | Reduced |
| Intelligent Financial Strategies | 1,194 | $739.7K | 0.39% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 1,199 | $740.8K | 0.19% | +1+0.1% | Added |
| Boothe Investment Group, Inc. | 1,202 | $742.7K | 0.28% | −17−1.4% | Reduced |
| Triune Financial Partners, LLC | 1,204 | $743.9K | 0.20% | +305+33.9% | Added |
| Holistic Financial Partners | 1,208 | $746.7K | 0.33% | +2+0.2% | Added |
| Moseley Investment Management Inc | 1,210 | $747.7K | 0.26% | 00.0% | Unchanged |
| Comprehensive Money Management Services LLC | 1,212 | $748.8K | 0.57% | 00.0% | Unchanged |
| Carr Financial Group Corp | 1,212 | $749.0K | 0.22% | −184−13.2% | Reduced |
| Hall Capital Management Co Inc | 1,213 | $749.5K | 0.32% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 1,213 | $749.5K | 0.35% | 00.0% | Unchanged |
| Carrera Capital Advisors | 1,210 | $749.6K | 0.15% | +4+0.3% | Added |
| Client 1st Advisory Group, LLC | 1,214 | $750.1K | 0.27% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 1,218 | $752.5K | 0.20% | −1,997−62.1% | Reduced |
| CVA Family Office, LLC | 1,218 | $752.5K | 0.11% | −100−7.6% | Reduced |
| City Center Advisors, LLC | 1,218 | $752.5K | 0.81% | +371+43.8% | Added |
| Meeder Advisory Services, Inc. | 1,222 | $754.9K | 0.04% | +297+32.1% | Added |
| jvl associates llc | 1,224 | $756.2K | 0.27% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 1,225 | $756.9K | 0.09% | +25+2.1% | Added |
| Weitzel Financial Services, Inc. | 1,187 | $757.4K | 0.32% | +244+25.9% | Added |
| Indie Asset Partners, LLC | 1,230 | $760.0K | 1.38% | −318−20.5% | Reduced |
| JB Capital LLC | 1,231 | $760.5K | 0.04% | +123+11.1% | Added |
| WealthTrust Axiom LLC | 1,237 | $764.2K | 0.22% | +71+6.1% | Added |
| Piscataqua Savings Bank | 1,237 | $764.3K | 0.64% | −10−0.8% | Reduced |
| Ballast, Inc. | 1,237 | $764.4K | 0.20% | +11+0.9% | Added |
| HT Partners LLC | 1,241 | $766.8K | 0.23% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 1,243 | $768.0K | 0.13% | −19−1.5% | Reduced |
| 17 Capital Partners, LLC | 1,245 | $769.2K | 0.44% | −41−3.2% | Reduced |
| Center For Asset Management LLC | 1,308 | $769.7K | 0.47% | −47−3.5% | Reduced |