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 |
|---|---|---|---|---|---|
| Godshalk Welsh Capital Management, Inc. | 1,875 | $1.16M | 0.71% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 1,875 | $1.16M | 0.67% | +2+0.1% | Added |
| Gallacher Capital Management LLC | 1,876 | $1.16M | 0.54% | −3−0.2% | Reduced |
| Delta Wealth Advisors LLC | 1,877 | $1.16M | 0.97% | +1,877 | New |
| ONE Advisory Partners, LLC | 1,831 | $1.16M | 0.39% | +172+10.4% | Added |
| Millstone Evans Group, LLC | 1,881 | $1.16M | 0.79% | −75−3.8% | Reduced |
| Syntegra Private Wealth Group, LLC | 1,881 | $1.16M | 0.12% | +177+10.4% | Added |
| HITE Hedge Asset Management LLC | 1,886 | $1.17M | 0.07% | −1,114−37.1% | Reduced |
| Myecfo, LLC | 1,889 | $1.17M | 0.57% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,892 | $1.17M | 0.21% | +346+22.4% | Added |
| Kirtland Hills Capital Management, LLC | 1,893 | $1.17M | 0.54% | −2−0.1% | Reduced |
| Financial Gravity Companies, Inc. | 1,894 | $1.17M | 0.23% | +1,894 | New |
| SMH Capital Advisors Inc | 1,896 | $1.17M | 2.66% | +1,896 | New |
| Fca Corp | 1,896 | $1.17M | 0.35% | 00.0% | Unchanged |
| Red Tortoise LLC | 1,897 | $1.17M | 0.57% | 00.0% | Unchanged |
| Scratch Capital LLC | 1,900 | $1.17M | 0.96% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 1,902 | $1.18M | 0.92% | 00.0% | Unchanged |
| Spence Asset Management | 1,904 | $1.18M | 0.24% | +4+0.2% | Added |
| Acorn Wealth Advisors, LLC | 1,904 | $1.18M | 0.44% | −145−7.1% | Reduced |
| Talon Private Wealth, LLC | 1,904 | $1.18M | 0.16% | −623−24.7% | Reduced |
| Penbrook Management LLC | 1,915 | $1.18M | 0.89% | −250−11.5% | Reduced |
| Intellus Advisors LLC | 1,915 | $1.18M | 0.18% | +202+11.8% | Added |
| Trademark Financial Management, LLC | 1,915 | $1.18M | 0.72% | −36−1.8% | Reduced |
| Reston Wealth Management LLC | 1,916 | $1.18M | 0.42% | −44−2.2% | Reduced |
| Rise Advisors, LLC | 1,921 | $1.19M | 0.47% | +199+11.6% | Added |
| AJ Advisors, LLC | 1,924 | $1.19M | 0.53% | +352+22.4% | Added |
| Financial Advisory Corp | 1,925 | $1.19M | 0.18% | −11−0.6% | Reduced |
| Landaas & Co | 1,930 | $1.19M | 0.28% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 1,933 | $1.19M | 0.55% | +222+13.0% | Added |
| WESPAC Advisors, LLC | 1,932 | $1.19M | 0.83% | −192−9.0% | Reduced |
| Mainstay Capital Management LLC | 1,938 | $1.20M | 0.06% | +839+76.3% | Added |
| Summit Wealth Group LLC | 1,933 | $1.20M | 0.30% | +1,933 | New |
| Sterling Manor Financial, LLC | 1,940 | $1.20M | 0.80% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 1,943 | $1.20M | 0.61% | 00.0% | Unchanged |
| IMS Capital Management | 1,944 | $1.20M | 0.56% | +121+6.6% | Added |
| Marion Wealth Management | 1,946 | $1.20M | 0.30% | +40+2.1% | Added |
| Blackstone Group Inc. | 1,947 | $1.20M | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,953 | $1.21M | 0.24% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 1,954 | $1.21M | 0.14% | +293+17.6% | Added |
| Bear Mountain Capital, Inc. | 1,926 | $1.21M | 0.43% | 00.0% | Unchanged |
| Postrock Partners LLC | 1,964 | $1.21M | 0.58% | +23+1.2% | Added |
| Retirement Investment Advisors, Inc. | 1,964 | $1.21M | 0.11% | −112−5.4% | Reduced |
| Alerus Financial NA | 1,968 | $1.22M | 0.09% | +17+0.9% | Added |
| Valpey Financial Services, LLC | 1,972 | $1.22M | 0.84% | +1,972 | New |
| Independent Investors Inc | 1,972 | $1.22M | 0.27% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,978 | $1.22M | 0.45% | −78−3.8% | Reduced |
| Cora Capital Advisors LLC | 1,985 | $1.23M | 0.55% | −8−0.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,963 | $1.23M | 0.84% | −12−0.6% | Reduced |
| CacheTech Inc. | 1,990 | $1.23M | 0.23% | +200+11.2% | Added |
| Haven Private, LLC | 1,991 | $1.23M | 0.55% | −3−0.2% | Reduced |
| Chapman Investment Management, LLC | 1,996 | $1.23M | 0.86% | −25−1.2% | Reduced |
| Virginia Wealth Management Group, Inc. | 2,000 | $1.24M | 0.75% | 00.0% | Unchanged |
| Lam Group, Inc. | 2,000 | $1.24M | 0.83% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 2,000 | $1.24M | 0.30% | +3+0.2% | Added |
| Doheny Asset Management | 2,000 | $1.24M | 0.87% | 00.0% | Unchanged |
| Define Financial, LLC | 2,004 | $1.24M | 0.82% | +52+2.7% | Added |
| Carter Financial Group, INC. | 2,005 | $1.24M | 0.81% | +2,005 | New |
| Brooks, Moore & Associates, Inc. | 1,965 | $1.24M | 0.67% | 00.0% | Unchanged |
| Ti-Trust, Inc | 2,014 | $1.24M | 0.83% | −43−2.1% | Reduced |
| Strid Group, LLC | 2,017 | $1.25M | 0.18% | +6+0.3% | Added |
| Lincoln Capital Corp | 2,021 | $1.25M | 0.48% | −3−0.1% | Reduced |
| Toth Financial Advisory Corp | 2,025 | $1.25M | 0.15% | −157−7.2% | Reduced |
| Kingstone Capital Partners Texas, LLC | 2,027 | $1.25M | 0.82% | +17+0.8% | Added |
| Congress Park Capital LLC | 2,027 | $1.25M | 0.41% | −38−1.8% | Reduced |
| Clark Asset Management, LLC | 2,030 | $1.25M | 0.17% | +236+13.2% | Added |
| Family Legacy Financial Solutions, LLC | 2,036 | $1.26M | 1.07% | +2,036 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,041 | $1.26M | 0.01% | −177−8.0% | Reduced |
| Mascagni Wealth Management, Inc. | 2,044 | $1.26M | 1.08% | +153+8.1% | Added |
| WealthBridge Investment Counsel Inc. | 2,046 | $1.26M | 0.41% | −25−1.2% | Reduced |
| Wiser Wealth Management, Inc | 2,050 | $1.27M | 0.32% | +83+4.2% | Added |
| Investment Partners Asset Management, Inc. | 2,050 | $1.27M | 0.88% | +28+1.4% | Added |
| Prossimo Advisors, LLC | 2,050 | $1.27M | 1.02% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 2,051 | $1.27M | 0.13% | +52+2.6% | Added |
| Texas Bank & Trust Co | 2,052 | $1.27M | 0.50% | −169−7.6% | Reduced |
| Wealthspan Partners, LLC | 2,054 | $1.27M | 0.53% | +106+5.4% | Added |
| Massachusetts Wealth Management | 2,054 | $1.27M | 0.72% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 2,054 | $1.27M | 0.06% | +733+55.5% | Added |
| Formidable Asset Management, LLC | 2,272 | $1.27M | 0.21% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 2,059 | $1.27M | 0.31% | +102+5.2% | Added |
| Viewpoint Capital Management LLC | 2,061 | $1.27M | 0.62% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 2,061 | $1.27M | 0.63% | +135+7.0% | Added |
| Elm Partners Management LLC | 2,062 | $1.27M | 0.07% | −703−25.4% | Reduced |
| Professional Advisory Services Inc | 2,064 | $1.27M | 0.17% | −363−15.0% | Reduced |
| EagleClaw Capital Managment, LLC | 2,067 | $1.28M | 0.19% | −243−10.5% | Reduced |
| Family Office Research LLC | 2,068 | $1.28M | 0.60% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 2,069 | $1.28M | 0.78% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 2,070 | $1.28M | 0.11% | +798+62.7% | Added |
| One Charles Private Wealth Services, LLC | 2,070 | $1.28M | 0.36% | +27+1.3% | Added |
| HF Advisory Group, LLC | 2,076 | $1.28M | 0.51% | −430−17.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 2,079 | $1.28M | 0.32% | −35−1.7% | Reduced |
| Regency Capital Management Inc. | 2,081 | $1.29M | 0.67% | +1,597+330.0% | Added |
| Ascension Capital Advisors, Inc. | 2,095 | $1.29M | 0.54% | −14,891−87.7% | Reduced |
| Your Advocates Ltd., LLP | 2,100 | $1.30M | 0.47% | +59+2.9% | Added |
| Nottingham Advisors, Inc. | 2,104 | $1.30M | 0.19% | −115−5.2% | Reduced |
| Bernardo Wealth Planning LLC | 2,106 | $1.30M | 0.28% | +674+47.1% | Added |
| Horan Securities, Inc. | 2,106 | $1.30M | 0.46% | −4−0.2% | Reduced |
| Rockline Wealth Management, LLC | 2,116 | $1.31M | 0.31% | −25−1.2% | Reduced |
| Diversified Investment Strategies, LLC | 2,120 | $1.31M | 0.89% | +371+21.2% | Added |
| McGuire Investment Group, LLC | 2,121 | $1.31M | 0.17% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,122 | $1.31M | 0.10% | 00.0% | Unchanged |