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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Elite Wealth Management, Inc. | 2,448 | $1.51M | 0.50% | −1,679−40.7% | Reduced |
| Castle Wealth Management LLC | 2,443 | $1.51M | 0.55% | −10.0% | Reduced |
| Townsend Asset Management Corp | 2,452 | $1.51M | 0.55% | +83+3.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 2,459 | $1.52M | 1.03% | −357−12.7% | Reduced |
| Orcam Financial Group | 2,461 | $1.52M | 1.32% | +10.0% | Added |
| ASR Vermogensbeheer N.V. | 2,463 | $1.52M | 0.02% | −25−1.0% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 2,474 | $1.53M | 0.05% | −93−3.6% | Reduced |
| Trevian Wealth Management LLC | 2,488 | $1.54M | 0.94% | +270+12.2% | Added |
| Alpha Omega Wealth Management LLC | 2,490 | $1.54M | 0.28% | +7+0.3% | Added |
| Whalen Wealth Management Inc. | 2,492 | $1.54M | 0.97% | −218−8.0% | Reduced |
| Curio Wealth, LLC | 2,493 | $1.54M | 0.67% | +2,486+35,514.3% | Added |
| Triton Wealth Management, PLLC | 2,435 | $1.54M | 0.66% | +2,435 | New |
| Gouws Capital LLC | 2,500 | $1.54M | 0.94% | +260+11.6% | Added |
| First National Bank | 2,501 | $1.55M | 0.89% | +1,194+91.4% | Added |
| Blodgett Wealth Advisors, LLC | 2,504 | $1.55M | 1.21% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 2,512 | $1.55M | 0.57% | −1,751−41.1% | Reduced |
| Wealthstar Advisors, LLC | 2,512 | $1.55M | 0.58% | +38+1.5% | Added |
| Tranquility Partners, LLC | 2,513 | $1.55M | 0.55% | −39−1.5% | Reduced |
| Miramar Capital, LLC | 2,518 | $1.56M | 0.37% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,520 | $1.56M | 1.06% | +20+0.8% | Added |
| CORDA Investment Management, LLC. | 2,521 | $1.56M | 0.11% | −37−1.4% | Reduced |
| Investment Advisory Group, LLC | 2,524 | $1.56M | 0.47% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 2,527 | $1.56M | 0.05% | +5+0.2% | Added |
| Gibbs Wealth Management | 2,527 | $1.56M | 0.30% | +356+16.4% | Added |
| Excalibur Management Corp | 2,531 | $1.56M | 0.59% | −14−0.6% | Reduced |
| Hemenway Trust Co LLC | 2,531 | $1.56M | 0.12% | +51+2.1% | Added |
| Resources Management Corp | 2,532 | $1.56M | 0.21% | −15−0.6% | Reduced |
| JPL Wealth Management, LLC | 2,535 | $1.57M | 0.42% | −62−2.4% | Reduced |
| American Capital Management Inc | 2,535 | $1.57M | 0.06% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 2,538 | $1.57M | 1.17% | −6−0.2% | Reduced |
| Capital Investment Counsel, Inc | 2,542 | $1.57M | 0.21% | +100+4.1% | Added |
| Gilman Hill Asset Management, LLC | 2,546 | $1.57M | 0.26% | +26+1.0% | Added |
| Parkside Advisors LLC | 2,552 | $1.58M | 0.35% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 2,559 | $1.58M | 1.39% | +201+8.5% | Added |
| Allium Financial Advisors, LLC | 2,561 | $1.58M | 1.38% | −2,607−50.4% | Reduced |
| Davidson Kahn Capital Management, LLC | 2,562 | $1.58M | 1.02% | −90−3.4% | Reduced |
| My Purposeful Wealth Corp. | 2,504 | $1.58M | 0.57% | +1,201+92.2% | Added |
| Mattern Capital Management, LLC | 2,565 | $1.58M | 0.19% | +1,005+64.4% | Added |
| Kuhn & Co Investment Counsel | 2,566 | $1.59M | 1.20% | +26+1.0% | Added |
| Bravias Capital Group, LLC | 2,575 | $1.59M | 1.17% | −264−9.3% | Reduced |
| Polen Capital Management LLC | 2,582 | $1.60M | 0.00% | +1,134+78.3% | Added |
| Coastal Investment Advisors, Inc. | 2,583 | $1.60M | 0.63% | −220−7.8% | Reduced |
| Hudson Value Partners, LLC | 2,585 | $1.60M | 0.55% | +45+1.8% | Added |
| RiverGlades Family Offices LLC | 2,591 | $1.60M | 1.05% | +10.0% | Added |
| Robinson Smith Wealth Advisors LLC | 2,592 | $1.60M | 1.28% | +90+3.6% | Added |
| Aster Capital Management (DIFC) Ltd | 2,592 | $1.60M | 0.36% | +2,592 | New |
| Floyd Financial Group LLC | 2,561 | $1.60M | 1.48% | +228+9.8% | Added |
| Midwest Financial Group LLC | 2,593 | $1.60M | 0.84% | +138+5.6% | Added |
| Quotient Wealth Partners, LLC | 2,595 | $1.60M | 0.05% | +677+35.3% | Added |
| Wexford Capital LP | 2,596 | $1.60M | 0.45% | 00.0% | Unchanged |
| Good Steward Wealth Advisors,LLC | 2,601 | $1.61M | 1.26% | +1,532+143.3% | Added |
| October Effect Ltd | 2,605 | $1.61M | 1.94% | +2,605 | New |
| Sterling Financial Planning, Inc. | 2,621 | $1.62M | 0.54% | −2−0.1% | Reduced |
| Payne Capital Management, LLC | 2,621 | $1.62M | 0.62% | −219−7.7% | Reduced |
| Front Row Advisors LLC | 2,614 | $1.62M | 0.56% | −132−4.8% | Reduced |
| Darden Wealth Group Inc | 2,624 | $1.62M | 0.98% | −13−0.5% | Reduced |
| Karpus Management, Inc. | 2,630 | $1.62M | 0.05% | +1,130+75.3% | Added |
| Purkiss Capital Advisors LLC | 2,630 | $1.63M | 0.90% | +1,988+309.7% | Added |
| Westbourne Investments, Inc. | 2,633 | $1.63M | 0.87% | −23−0.9% | Reduced |
| Cambridge Capital Management, LLC | 2,637 | $1.63M | 0.87% | +8+0.3% | Added |
| NCP Inc. | 2,638 | $1.63M | 1.54% | −155−5.5% | Reduced |
| Dodds Wealth, LLC | 2,640 | $1.63M | 0.44% | −41−1.5% | Reduced |
| Natural Investments, LLC | 2,643 | $1.63M | 0.42% | +50+1.9% | Added |
| Leslie Global Wealth, LLC | 2,644 | $1.63M | 0.87% | +1,005+61.3% | Added |
| Bridgewealth Advisory Group, LLC | 2,648 | $1.64M | 0.42% | +2,648 | New |
| Tobias Financial Advisors, Inc. | 2,651 | $1.64M | 0.28% | 00.0% | Unchanged |
| First PREMIER Bank | 2,654 | $1.64M | 0.40% | −405−13.2% | Reduced |
| Palouse Capital Management, Inc. | 2,655 | $1.64M | 1.08% | +408+18.2% | Added |
| SS&H Financial Advisors, Inc. | 2,656 | $1.64M | 0.55% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,656 | $1.64M | 0.28% | +480+22.1% | Added |
| Cape Ann Savings Bank | 2,659 | $1.64M | 0.98% | −5−0.2% | Reduced |
| Wealth Preservation Advisors, LLC | 2,661 | $1.64M | 1.01% | 00.0% | Unchanged |
| Aire Advisors, LLC | 2,666 | $1.65M | 0.32% | +11+0.4% | Added |
| Foster Victor Wealth Advisors, LLC | 2,640 | $1.65M | 0.11% | +316+13.6% | Added |
| Hudson Portfolio Management LLC | 2,667 | $1.65M | 1.54% | +146+5.8% | Added |
| Proathlete Wealth Management LLC | 2,668 | $1.65M | 0.52% | −7−0.3% | Reduced |
| Trillium Asset Management, LLC | 2,669 | $1.65M | 0.04% | −1,100−29.2% | Reduced |
| Occidental Asset Management, LLC | 2,675 | $1.65M | 0.23% | +20+0.8% | Added |
| United Advisor Group, LLC | 2,677 | $1.65M | 0.29% | −1,164−30.3% | Reduced |
| Long Road Investment Counsel, LLC | 2,679 | $1.66M | 0.62% | +1,420+112.8% | Added |
| Main Street Research LLC | 2,671 | $1.66M | 0.10% | +499+23.0% | Added |
| Marex Group plc | 2,681 | $1.66M | 0.03% | −1,597−37.3% | Reduced |
| Financial Council Asset Management Inc | 2,684 | $1.66M | 0.80% | +2+0.1% | Added |
| Peninsula Asset Management Inc | 2,685 | $1.66M | 0.88% | −25−0.9% | Reduced |
| Seros Financial, LLC | 2,690 | $1.66M | 1.05% | +11+0.4% | Added |
| Palo Alto Wealth Advisors, LLC | 2,685 | $1.66M | 0.63% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,693 | $1.66M | 0.26% | −136−4.8% | Reduced |
| Clearwater Capital Advisors, LLC | 2,699 | $1.67M | 0.15% | +37+1.4% | Added |
| Old Port Advisors | 2,699 | $1.67M | 0.45% | −98−3.5% | Reduced |
| Colonial Trust Advisors | 2,700 | $1.67M | 0.14% | +42+1.6% | Added |
| Staley Capital Advisers Inc | 2,703 | $1.67M | 0.07% | −2,000−42.5% | Reduced |
| Crossmark Global Holdings, Inc. | 2,703 | $1.67M | 0.03% | +1,717+174.1% | Added |
| Sugar Maple Asset Management, LLC | 2,703 | $1.67M | 1.30% | +2,050+313.9% | Added |
| May Hill Capital, LLC | 2,706 | $1.67M | 0.55% | −6−0.2% | Reduced |
| Gables Capital Management Inc. | 2,709 | $1.67M | 0.79% | +471+21.0% | Added |
| TFC Financial Management | 2,710 | $1.67M | 0.23% | −127−4.5% | Reduced |
| Valtinson Bruner Financial Planning LLC | 2,710 | $1.67M | 0.53% | −169−5.9% | Reduced |
| Birch Hill Investment Advisors LLC | 2,717 | $1.68M | 0.07% | −204−7.0% | Reduced |
| Clarity Financial LLC | 2,720 | $1.68M | 0.18% | +67+2.5% | Added |
| LexAurum Advisors, LLC | 2,720 | $1.68M | 0.27% | −52−1.9% | Reduced |