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 |
|---|---|---|---|---|---|
| Maxele Advisors, LLC | 1,250 | $772.1K | 0.67% | −78−5.9% | Reduced |
| Ariadne Wealth Management, LP | 1,198 | $772.7K | 0.37% | −1,267−51.4% | Reduced |
| Monarch Capital Management Inc | 1,252 | $775.2K | 0.21% | −25−2.0% | Reduced |
| Fiduciary Wealth Partners, LLC | 1,255 | $775.4K | 0.73% | −5,212−80.6% | Reduced |
| Stonehearth Capital Management, LLC | 1,259 | $777.9K | 0.32% | −28−2.2% | Reduced |
| Foundation Wealth Management, LLC | 1,260 | $778.5K | 0.34% | +700+125.0% | Added |
| American Trust Investment Advisors, LLC | 1,267 | $782.8K | 0.40% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,268 | $783.4K | 0.41% | −17−1.3% | Reduced |
| Brian Low Financial Group, LLC | 1,270 | $784.7K | 0.73% | +1,270 | New |
| Stegner Investment Associates Inc. | 1,271 | $785.4K | 0.48% | +1+0.1% | Added |
| Elequin Capital LP | 1,272 | $785.9K | 0.11% | +686+117.1% | Added |
| TFG Advisers LLC | 1,274 | $787.3K | 0.27% | −7−0.5% | Reduced |
| Prairie Sky Financial Group LLC | 1,277 | $789.1K | 0.43% | +1+0.1% | Added |
| Baker Boyer National Bank | 1,278 | $789.6K | 0.27% | −1,149−47.3% | Reduced |
| Investment Partners, Ltd. | 1,281 | $791.2K | 0.30% | −2−0.2% | Reduced |
| Readystate Asset Management LP | 1,282 | $792.1K | 0.03% | +1,282 | New |
| First National Advisers, LLC | 1,283 | $792.7K | 0.12% | 00.0% | Unchanged |
| Keystone Global Partners, LLC | 1,284 | $793.8K | 0.43% | −2−0.2% | Reduced |
| Fairvoy Private Wealth, LLC | 1,285 | $793.9K | 0.20% | +40+3.2% | Added |
| Stanich Group LLC | 1,272 | $794.6K | 0.71% | +2+0.2% | Added |
| Wells Trecaso Financial Group, LLC | 1,287 | $795.2K | 0.25% | −10−0.8% | Reduced |
| 4J Wealth Management LLC | 1,287 | $795.2K | 0.54% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 1,289 | $796.5K | 0.43% | +2+0.2% | Added |
| Strategic Investment Advisors | 1,294 | $799.6K | 0.08% | +2+0.2% | Added |
| Cascade Investment Group, Inc. | 1,295 | $800.1K | 0.56% | 00.0% | Unchanged |
| William Mack & Associates, Inc. | 1,295 | $800.3K | 0.51% | +12+0.9% | Added |
| D'Orazio & Associates, Inc. | 1,298 | $801.9K | 0.11% | +1+0.1% | Added |
| Manuka Financial, LLC | 1,301 | $804.1K | 0.44% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,302 | $804.4K | 0.03% | +1,302 | New |
| Left Brain Wealth Management, LLC | 1,306 | $806.9K | 0.28% | 00.0% | Unchanged |
| Sequent Planning LLC | 1,306 | $807.2K | 0.26% | +125+10.6% | Added |
| Aufman Associates Inc | 1,309 | $808.8K | 0.50% | −17−1.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,310 | $809.4K | 0.43% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,311 | $810.7K | 0.19% | −129−9.0% | Reduced |
| RW Investment Management LLC | 1,321 | $816.2K | 0.09% | −21−1.6% | Reduced |
| Aberdeen Wealth Management LLC | 1,322 | $816.8K | 0.54% | +1,322 | New |
| Victory Financial Group, LLC | 1,324 | $817.8K | 0.13% | −391−22.8% | Reduced |
| L.K. Benson & Company, P.C. | 1,324 | $818.0K | 0.50% | 00.0% | Unchanged |
| Phraction Management LLC | 1,324 | $818.0K | 0.26% | +1,324 | New |
| 49 Wealth Management, LLC | 1,325 | $818.8K | 0.09% | −18,341−93.3% | Reduced |
| Financial Management Network Inc | 1,310 | $819.3K | 0.15% | −14−1.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,329 | $821.1K | 0.01% | −8−0.6% | Reduced |
| Quad-Cities Investment Group, LLC | 1,329 | $821.2K | 0.37% | +278+26.5% | Added |
| Insight Wealth Partners, LLC | 1,330 | $821.5K | 0.46% | +199+17.6% | Added |
| SevenBridge Financial Group, LLC | 1,280 | $822.3K | 0.14% | +320+33.3% | Added |
| Smart Money Group LLC | 1,331 | $822.3K | 0.26% | −424−24.2% | Reduced |
| Hilltop Partners LLC | 1,333 | $823.7K | 0.25% | +131+10.9% | Added |
| Canton Hathaway, LLC | 1,340 | $828.0K | 0.17% | +100+8.1% | Added |
| Rothschild Capital Partners, LLC | 1,341 | $828.6K | 0.22% | +25+1.9% | Added |
| Beacon Financial Group | 1,345 | $831.1K | 0.09% | +50+3.9% | Added |
| Greenbush Financial Group, LLC | 1,349 | $833.3K | 0.36% | +4+0.3% | Added |
| Nicollet Investment Management, Inc. | 1,350 | $834.0K | 0.28% | +4+0.3% | Added |
| GoalVest Advisory LLC | 1,350 | $834.0K | 0.21% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 1,350 | $834.1K | 0.37% | +202+17.6% | Added |
| Jamison Private Wealth Management, Inc. | 1,350 | $834.4K | 0.12% | +198+17.2% | Added |
| Quaker Wealth Management, LLC | 1,352 | $835.5K | 0.28% | +1,352 | New |
| Valley Financial Group, Inc. | 1,353 | $835.9K | 0.51% | +69+5.4% | Added |
| Sound Financial Strategies Group, LLC | 1,353 | $836.0K | 0.71% | +24+1.8% | Added |
| Waterford Advisors, LLC | 22,944 | $838.4K | 0.31% | +21,564+1,562.6% | Added |
| David R. Rahn & Associates Inc. | 1,358 | $838.8K | 0.23% | −39−2.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,359 | $840.0K | 0.19% | −40−2.9% | Reduced |
| Silverlake Wealth Management LLC | 1,361 | $841.1K | 0.25% | +149+12.3% | Added |
| Oak Harvest Investment Services | 1,364 | $842.6K | 0.11% | +8+0.6% | Added |
| RiverFront Investment Group, LLC | 1,364 | $842.7K | 0.02% | −22−1.6% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,368 | $845.2K | 0.56% | +35+2.6% | Added |
| Guild Investment Management, Inc. | 1,368 | $845.2K | 0.73% | +1,368 | New |
| Horizon Bancorp Inc | 1,369 | $846.0K | 0.43% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 1,371 | $847.0K | 0.84% | −12−0.9% | Reduced |
| Beacon Wealthcare LLC | 1,372 | $847.7K | 0.32% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,373 | $848.8K | 0.08% | +125+10.0% | Added |
| Figure 8 Investment Strategies LLC | 1,375 | $849.5K | 0.83% | 00.0% | Unchanged |
| GK Wealth Management LLC | 1,378 | $851.2K | 0.85% | +60+4.6% | Added |
| Stack Financial Management, Inc | 1,378 | $851.4K | 0.08% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 1,381 | $853.1K | 0.18% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1,385 | $855.8K | 0.20% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 1,389 | $858.2K | 0.40% | +150+12.1% | Added |
| TriaGen Wealth Management LLC | 1,391 | $859.4K | 0.26% | 00.0% | Unchanged |
| SFM, LLC | 1,391 | $859.6K | 0.55% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 1,392 | $859.9K | 0.28% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,396 | $862.5K | 0.32% | +127+10.0% | Added |
| Martin Capital Advisors, LLP | 1,397 | $863.1K | 0.56% | 00.0% | Unchanged |
| First Financial Corp | 1,397 | $863.1K | 0.39% | +6+0.4% | Added |
| Seaside Wealth Management, Inc. | 1,400 | $865.0K | 0.28% | −165−10.5% | Reduced |
| Stony Point Wealth Management Inc. | 1,400 | $865.2K | 0.37% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,403 | $866.8K | 0.32% | −79−5.3% | Reduced |
| Front Street Capital Management, Inc. | 1,405 | $868.0K | 0.17% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 1,408 | $869.9K | 1.07% | +1,408 | New |
| San Luis Wealth Advisors LLC | 1,408 | $870.0K | 0.19% | +176+14.3% | Added |
| Ted Buchan & Co | 1,410 | $871.4K | 0.35% | +81+6.1% | Added |
| Cura Wealth Advisors, LLC | 1,411 | $871.9K | 0.41% | −605−30.0% | Reduced |
| Buttonwood Financial Advisors Inc. | 1,413 | $873.1K | 0.35% | 00.0% | Unchanged |
| Code Waechter LLC | 1,415 | $874.3K | 0.62% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,417 | $875.8K | 0.42% | +31+2.2% | Added |
| Vantage Financial Partners, LLC | 1,419 | $877.0K | 0.20% | +119+9.2% | Added |
| Constitution Capital LLC | 1,421 | $878.0K | 0.45% | +36+2.6% | Added |
| Generali Asset Management SPA SGR | 1,423 | $879.2K | 0.02% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 1,423 | $879.2K | 0.66% | +175+14.0% | Added |
| Grant Street Asset Management, Inc. | 1,423 | $879.4K | 0.20% | +99+7.5% | Added |
| RAM Investment Partners, LLC | 1,424 | $879.6K | 0.18% | −33−2.3% | Reduced |
| AllSquare Wealth Management LLC | 1,429 | $882.9K | 0.50% | −35−2.4% | Reduced |