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 |
|---|---|---|---|---|---|
| Alpha Financial Partners, LLC | 2,123 | $1.31M | 0.94% | 00.0% | Unchanged |
| Arcadia Wealth Management, Inc. | 2,124 | $1.31M | 0.89% | +115+5.7% | Added |
| Fortune Financial Advisors, LLC | 2,129 | $1.32M | 1.06% | +23+1.1% | Added |
| Cutler Investment Counsel LLC | 2,124 | $1.32M | 0.15% | +41+2.0% | Added |
| Core Wealth Partners LLC | 2,131 | $1.32M | 0.67% | +224+11.7% | Added |
| Bank of Stockton | 2,133 | $1.32M | 0.39% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,138 | $1.32M | 0.89% | +269+14.4% | Added |
| Papp L Roy & Associates | 2,138 | $1.32M | 0.16% | +102+5.0% | Added |
| Archer Investment Corp | 2,138 | $1.32M | 0.31% | +26+1.2% | Added |
| Trust Co of Tennessee | 2,140 | $1.32M | 0.31% | −35−1.6% | Reduced |
| BankPlus Trust Department | 2,144 | $1.32M | 0.39% | +1,225+133.3% | Added |
| Centric Wealth Management | 2,080 | $1.33M | 0.32% | +43+2.1% | Added |
| SL Advisors, LLC | 2,147 | $1.33M | 2.39% | +3+0.1% | Added |
| Wallace Capital Management Inc. | 2,147 | $1.33M | 0.18% | −1,206−36.0% | Reduced |
| ERn Financial, LLC | 2,152 | $1.33M | 0.28% | −126−5.5% | Reduced |
| Clarity Capital Partners LLC | 2,156 | $1.33M | 0.48% | −188−8.0% | Reduced |
| Vaughan & Co Securities, Inc. | 2,159 | $1.33M | 0.77% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 2,168 | $1.34M | 0.06% | +5+0.2% | Added |
| Balentine LLC | 2,170 | $1.34M | 0.05% | −475−18.0% | Reduced |
| Friedenthal Financial | 2,171 | $1.34M | 0.74% | −18−0.8% | Reduced |
| Westwood Wealth Management | 2,186 | $1.35M | 0.45% | −5−0.2% | Reduced |
| Narwhal Capital Management | 2,189 | $1.35M | 0.11% | +192+9.6% | Added |
| 3Chopt Investment Partners, LLC | 2,184 | $1.35M | 0.33% | −12−0.5% | Reduced |
| W.H. Cornerstone Investments Inc. | 2,197 | $1.36M | 0.86% | −15−0.7% | Reduced |
| Asset Planning Corporation | 2,197 | $1.36M | 0.72% | −25−1.1% | Reduced |
| Baring Financial LLC | 2,198 | $1.36M | 1.01% | −131−5.6% | Reduced |
| Missouri Trust & Investment Co | 2,198 | $1.36M | 0.44% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 2,199 | $1.36M | 0.27% | +132+6.4% | Added |
| Yarger Wealth Strategies, LLC | 2,207 | $1.36M | 0.71% | +98+4.6% | Added |
| Weatherly Asset Management L. P. | 2,204 | $1.36M | 0.12% | −135−5.8% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,212 | $1.37M | 0.27% | −8−0.4% | Reduced |
| Capital CS Group, LLC | 2,214 | $1.37M | 2.25% | +3+0.1% | Added |
| Sebold Capital Management, Inc. | 2,217 | $1.37M | 0.84% | +17+0.8% | Added |
| Midwest Financial Network, LLC | 2,219 | $1.37M | 1.36% | −1,180−34.7% | Reduced |
| Reuter James Wealth Management, LLC | 2,222 | $1.37M | 0.22% | 00.0% | Unchanged |
| Fairman Group, LLC | 2,217 | $1.37M | 1.13% | +645+41.0% | Added |
| Parthenon LLC | 2,226 | $1.38M | 0.16% | −40−1.8% | Reduced |
| Everhart Financial Group, Inc. | 2,226 | $1.38M | 0.16% | +297+15.4% | Added |
| Armor Investment Advisors, LLC | 2,227 | $1.38M | 0.52% | +10.0% | Added |
| Capital Planning Advisors, LLC | 2,227 | $1.38M | 0.20% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 2,231 | $1.38M | 0.53% | +363+19.4% | Added |
| ESL Trust Services, LLC | 2,234 | $1.38M | 0.28% | 00.0% | Unchanged |
| Priebe Wealth Holdings LLC | 2,242 | $1.39M | 1.20% | −310−12.1% | Reduced |
| Courage Miller Partners, LLC | 2,243 | $1.39M | 0.44% | +165+7.9% | Added |
| Ashton Thomas Securities, LLC | 2,250 | $1.39M | 0.34% | +1,454+182.7% | Added |
| Rosenblum Silverman Sutton S F Inc | 2,251 | $1.39M | 0.34% | +372+19.8% | Added |
| RFG - Bristol Wealth Advisors, LLC | 2,251 | $1.39M | 0.43% | +1,275+130.6% | Added |
| Silverleafe Capital Partners, LLC | 2,253 | $1.39M | 0.49% | −347−13.3% | Reduced |
| Mustico Financial Group, Inc. | 2,255 | $1.39M | 1.39% | +2,255 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 2,259 | $1.40M | 1.36% | +6+0.3% | Added |
| EPG Wealth Management LLC | 2,261 | $1.40M | 0.42% | −444−16.4% | Reduced |
| N.E.W. Advisory Services LLC | 2,264 | $1.40M | 0.14% | −173−7.1% | Reduced |
| Revisor Wealth Management LLC | 2,230 | $1.40M | 0.50% | +226+11.3% | Added |
| First Command Advisory Services, Inc. | 2,276 | $1.41M | 0.01% | +36+1.6% | Added |
| Kavar Capital Partners Group, LLC | 2,282 | $1.41M | 0.20% | +127+5.9% | Added |
| Janney Capital Management LLC | 2,283 | $1.41M | 0.09% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,287 | $1.41M | 0.00% | −559−19.6% | Reduced |
| Riverbend Wealth Management, LLC | 2,289 | $1.41M | 1.07% | +191+9.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 9,858,304 | $1.42M | 0.06% | +9,855,981+424,278.1% | Added |
| Heartwood Wealth Advisors LLC | 2,306 | $1.42M | 0.15% | +232+11.2% | Added |
| Southeast Asset Advisors Inc. | 2,312 | $1.43M | 0.17% | 00.0% | Unchanged |
| Syon Capital LLC | 2,312 | $1.43M | 0.09% | +958+70.8% | Added |
| Milestones Private Investment Advisors LLC | 2,321 | $1.43M | 1.06% | +2,321 | New |
| United Community Bank | 2,322 | $1.43M | 0.49% | +420+22.1% | Added |
| Frederick Financial Consultants, LLC | 2,326 | $1.44M | 0.89% | +1,810+350.8% | Added |
| Blue Barn Wealth, LLC | 2,327 | $1.44M | 0.68% | +1,446+164.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,329 | $1.44M | 0.18% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 2,343 | $1.45M | 0.33% | −150−6.0% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 2,339 | $1.45M | 0.65% | +625+36.5% | Added |
| Von Berge Wealth Management Group, LLC | 2,305 | $1.45M | 0.81% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 2,348 | $1.46M | 0.31% | +35+1.5% | Added |
| Kelly Financial Services LLC | 2,358 | $1.46M | 0.43% | +215+10.0% | Added |
| Wealthcare Capital Partners, LLC | 2,362 | $1.46M | 0.73% | −314−11.7% | Reduced |
| Strategies Wealth Advisors, LLC | 2,367 | $1.46M | 0.16% | −198−7.7% | Reduced |
| Tanglewood Wealth Management, Inc. | 2,374 | $1.47M | 0.14% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 2,368 | $1.47M | 0.84% | +71+3.1% | Added |
| Bruce G. Allen Investments, LLC | 2,376 | $1.47M | 1.11% | +7+0.3% | Added |
| Empire Financial Management Company, LLC | 2,376 | $1.47M | 0.42% | −195−7.6% | Reduced |
| Headinvest, LLC | 2,376 | $1.47M | 0.31% | −1,525−39.1% | Reduced |
| Dearborn Partners LLC | 2,380 | $1.47M | 0.07% | −291−10.9% | Reduced |
| Cypress Asset Management Inc | 2,384 | $1.47M | 0.35% | −13−0.5% | Reduced |
| Lakeridge Wealth Management LLC | 2,385 | $1.47M | 0.68% | −610−20.4% | Reduced |
| Triangle Securities Wealth Management | 2,389 | $1.48M | 0.36% | −220−8.4% | Reduced |
| Shade Tree Advisors LLC | 2,391 | $1.48M | 1.29% | −5,846−71.0% | Reduced |
| Scott Marsh Financial, LLC | 2,393 | $1.48M | 0.55% | +2,393 | New |
| Aspen Capital Management, LLC | 2,394 | $1.48M | 0.41% | +29+1.2% | Added |
| CNB Bank | 2,397 | $1.48M | 0.70% | +29+1.2% | Added |
| FSA Advisors, Inc. | 2,398 | $1.48M | 1.20% | +216+9.9% | Added |
| Radnor Capital Management, LLC | 2,400 | $1.48M | 0.24% | +116+5.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,405 | $1.49M | 0.00% | −181,804−98.7% | Reduced |
| Capital Research Global Investors | 2,419 | $1.49M | 0.00% | −3,084−56.0% | Reduced |
| Leisure Capital Management | 2,411 | $1.49M | 0.56% | +98+4.2% | Added |
| Pekin Hardy Strauss, Inc. | 2,412 | $1.49M | 0.17% | +179+8.0% | Added |
| Permanens Capital L.P. | 2,407 | $1.49M | 0.20% | −1,531−38.9% | Reduced |
| Quantum Financial Advisors, LLC | 2,420 | $1.50M | 0.20% | +2+0.1% | Added |
| Martel Wealth Advisors Inc | 2,423 | $1.50M | 0.28% | +302+14.2% | Added |
| White Knight Strategic Wealth Advisors, LLC | 2,426 | $1.50M | 1.28% | −266−9.9% | Reduced |
| Bernard Wealth Management Corp. | 2,426 | $1.50M | 0.69% | −21−0.9% | Reduced |
| Smartleaf Asset Management LLC | 2,450 | $1.51M | 0.13% | +837+51.9% | Added |
| Monetary Management Group Inc | 2,440 | $1.51M | 0.37% | 00.0% | Unchanged |