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 |
|---|---|---|---|---|---|
| Infinity Wealth Counsel, LLC | 1,638 | $1.01M | 1.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,639 | $1.01M | 0.33% | −6−0.4% | Reduced |
| Balance Wealth, LLC | 1,646 | $1.02M | 0.60% | +797+93.9% | Added |
| Jessup Wealth Management, Inc | 1,649 | $1.02M | 0.41% | −54−3.2% | Reduced |
| CTC Alternative Strategies, Ltd. | 1,650 | $1.02M | 0.89% | −2−0.1% | Reduced |
| 626 Financial, LLC | 1,652 | $1.02M | 0.48% | +25+1.5% | Added |
| Bank of Jackson Hole Trust | 1,656 | $1.02M | 0.58% | +104+6.7% | Added |
| Investor's Fiduciary Advisor Network, LLC | 1,658 | $1.02M | 0.38% | +5+0.3% | Added |
| Collaborative Wealth Managment Inc. | 1,661 | $1.03M | 0.45% | +38+2.3% | Added |
| Allen Capital Group, LLC | 1,664 | $1.03M | 0.11% | +144+9.5% | Added |
| Milestone Asset Management Group, LLC | 1,667 | $1.03M | 0.76% | +253+17.9% | Added |
| Intergy Private Wealth, LLC | 1,669 | $1.03M | 0.35% | −100−5.7% | Reduced |
| Centerstone Investors, LLC | 1,670 | $1.03M | 4.23% | +1,670 | New |
| Galvin, Gaustad & Stein, LLC | 1,671 | $1.03M | 0.09% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 1,674 | $1.03M | 0.57% | −236−12.4% | Reduced |
| McDonough Capital Management, Inc | 1,675 | $1.03M | 0.58% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 1,676 | $1.04M | 0.46% | 00.0% | Unchanged |
| MAS Advisors LLC | 1,677 | $1.04M | 1.69% | −53−3.1% | Reduced |
| PrairieView Partners, LLC | 1,685 | $1.04M | 0.10% | +10+0.6% | Added |
| Osprey Private Wealth LLC | 1,665 | $1.04M | 0.57% | +165+11.0% | Added |
| Amara Financial, LLC. | 1,687 | $1.04M | 0.92% | +6+0.4% | Added |
| J. L. Bainbridge & Co., Inc. | 1,687 | $1.04M | 0.10% | +17+1.0% | Added |
| SJS Investment Consulting Inc. | 1,691 | $1.04M | 0.17% | −118−6.5% | Reduced |
| Prospect Financial Services LLC | 1,693 | $1.05M | 0.65% | −1,184−41.2% | Reduced |
| Mezzasalma Advisors, LLC | 1,695 | $1.05M | 0.31% | +201+13.5% | Added |
| Opes Wealth Management LLC | 1,700 | $1.05M | 0.19% | +84+5.2% | Added |
| Stonebridge Capital Advisors LLC | 1,701 | $1.05M | 0.08% | −642−27.4% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 1,702 | $1.05M | 0.14% | −148−8.0% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,699 | $1.05M | 0.50% | +145+9.3% | Added |
| Prosperitas Financial LLC | 1,705 | $1.05M | 0.49% | −154−8.3% | Reduced |
| Callahan Advisors, LLC | 1,705 | $1.05M | 0.09% | +5+0.3% | Added |
| Prospect Financial Group LLC | 1,706 | $1.05M | 1.10% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 1,709 | $1.06M | 0.47% | +428+33.4% | Added |
| Live Oak Private Wealth LLC | 1,710 | $1.06M | 0.16% | +12+0.7% | Added |
| Vermillion Wealth Management, Inc. | 1,710 | $1.06M | 0.50% | +104+6.5% | Added |
| DKM Wealth Management, Inc. | 1,711 | $1.06M | 0.91% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 1,659 | $1.06M | 0.12% | +24+1.5% | Added |
| Retirement Solution Inc. | 1,722 | $1.06M | 0.27% | +665+62.9% | Added |
| MWA Asset Management | 1,729 | $1.07M | 0.65% | +120+7.5% | Added |
| SPC Financial, Inc. | 1,730 | $1.07M | 0.09% | +45+2.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,731 | $1.07M | 0.27% | −528−23.4% | Reduced |
| Bellevue Asset Management, LLC | 1,736 | $1.07M | 0.52% | −2−0.1% | Reduced |
| Bullock Wealth Management Group | 1,740 | $1.07M | 0.57% | +458+35.7% | Added |
| Sendero Wealth Management, LLC | 1,753 | $1.08M | 0.14% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 1,757 | $1.09M | 0.10% | +2+0.1% | Added |
| Compass Financial Services Inc | 1,759 | $1.09M | 0.53% | +4+0.2% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,758 | $1.09M | 0.25% | +18+1.0% | Added |
| Valicenti Advisory Services Inc | 1,759 | $1.09M | 0.25% | −60−3.3% | Reduced |
| Davidson Kempner Capital Management LP | 1,762 | $1.09M | 0.02% | +1,762 | New |
| Clarion Wealth Managment Partners, LLC | 1,763 | $1.09M | 1.19% | +1,763 | New |
| Navalign, LLC | 1,765 | $1.09M | 0.30% | −97−5.2% | Reduced |
| Unison Asset Management LLC | 1,768 | $1.09M | 0.55% | +123+7.5% | Added |
| Concord Wealth Partners | 1,770 | $1.09M | 0.16% | +188+11.9% | Added |
| Concord Asset Management, LLC | 1,770 | $1.09M | 0.16% | +606+52.1% | Added |
| Oak Wealth Advisors LLC | 1,770 | $1.09M | 0.70% | +447+33.8% | Added |
| Nomura Asset Management Co Ltd | 1,777 | $1.10M | 0.00% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 1,777 | $1.10M | 0.41% | +10+0.6% | Added |
| West Chester Capital Advisors, Inc | 1,778 | $1.10M | 0.54% | −1,406−44.2% | Reduced |
| Johnson & White Wealth Management, LLC | 1,779 | $1.10M | 0.55% | −95−5.1% | Reduced |
| Vista Investment Management | 1,783 | $1.10M | 0.41% | −11−0.6% | Reduced |
| Vicus Capital | 6,873 | $1.11M | 0.09% | +64+0.9% | Added |
| Burton Enright Welch | 1,793 | $1.11M | 0.19% | −109−5.7% | Reduced |
| Passive Capital Management, LLC. | 1,798 | $1.11M | 0.35% | +75+4.4% | Added |
| CKW Financial Group | 1,799 | $1.11M | 0.13% | +3+0.2% | Added |
| DeepCurrents Investment Group LLC | 1,800 | $1.11M | 0.04% | −12,481−87.4% | Reduced |
| Providence Capital Advisors, LLC | 1,805 | $1.12M | 0.20% | +125+7.4% | Added |
| Base Wealth Management LLC | 1,806 | $1.12M | 0.71% | +223+14.1% | Added |
| Measured Risk Portfolios, Inc. | 1,806 | $1.12M | 1.25% | −89−4.7% | Reduced |
| Windsor Advisory Group, LLC | 1,806 | $1.12M | 1.58% | +264+17.1% | Added |
| Fort Sheridan Advisors LLC | 1,810 | $1.12M | 0.16% | +4+0.2% | Added |
| Root Financial Partners, LLC | 1,810 | $1.12M | 0.11% | +79+4.6% | Added |
| Summa Corp. | 1,811 | $1.12M | 0.58% | +1,811 | New |
| Palogic Value Management, L.P. | 1,812 | $1.12M | 0.47% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 1,812 | $1.12M | 0.13% | +298+19.7% | Added |
| Tran Capital Management, L.P. | 1,813 | $1.12M | 0.13% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 1,816 | $1.12M | 0.64% | −117−6.1% | Reduced |
| Souders Financial Advisors | 1,818 | $1.12M | 0.14% | +4+0.2% | Added |
| Symmetry Partners, LLC | 1,819 | $1.12M | 0.14% | +477+35.5% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 1,820 | $1.12M | 0.64% | 00.0% | Unchanged |
| Finley Financial, LLC | 1,820 | $1.12M | 0.57% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 1,826 | $1.13M | 0.55% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 1,827 | $1.13M | 0.78% | −50−2.7% | Reduced |
| Ballast Advisors LLC | 1,832 | $1.13M | 0.33% | −31−1.7% | Reduced |
| WealthPLAN Partners, LLC | 1,836 | $1.13M | 0.18% | −344−15.8% | Reduced |
| Centerpoint Advisors, LLC | 1,839 | $1.14M | 0.39% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 1,839 | $1.14M | 0.60% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,839 | $1.14M | 0.21% | −1,059−36.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,840 | $1.14M | 0.20% | +590+47.2% | Added |
| Financial Partners Group, LLC | 1,842 | $1.14M | 0.41% | +6+0.3% | Added |
| Garner Asset Management Corp | 1,848 | $1.14M | 0.53% | −2−0.1% | Reduced |
| Vernal Point Advisors, LLC | 1,844 | $1.14M | 0.67% | 00.0% | Unchanged |
| Theory Financial LLC | 1,808 | $1.14M | 0.43% | +1+0.1% | Added |
| Estate Counselors, LLC | 1,850 | $1.14M | 0.11% | −4,660−71.6% | Reduced |
| Private Management Group Inc | 1,850 | $1.14M | 0.04% | +1,398+309.3% | Added |
| Seamount Financial Group Inc | 1,851 | $1.14M | 0.59% | +502+37.2% | Added |
| Capital Advantage, Inc. | 1,852 | $1.14M | 0.18% | +311+20.2% | Added |
| Cladis Investment Advisory, LLC | 1,854 | $1.15M | 0.72% | +380+25.8% | Added |
| DecisionMap Wealth Management, LLC | 1,858 | $1.15M | 0.79% | −15−0.8% | Reduced |
| Canvas Wealth Advisors, LLC | 1,803 | $1.15M | 0.23% | −114−5.9% | Reduced |
| BCS Private Wealth Management, Inc. | 1,864 | $1.16M | 0.43% | +1,864 | New |