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 |
|---|---|---|---|---|---|
| Ayrshire Capital Management LLC | 2,723 | $1.68M | 0.81% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 2,726 | $1.68M | 0.37% | −204−7.0% | Reduced |
| High Probability Advisors, LLC | 2,728 | $1.69M | 0.25% | −97−3.4% | Reduced |
| Trinity Legacy Partners, LLC | 2,700 | $1.69M | 0.41% | +2+0.1% | Added |
| Lee Danner & Bass Inc | 2,732 | $1.69M | 0.13% | +35+1.3% | Added |
| Somerset Group LLC | 2,736 | $1.69M | 1.43% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 2,738 | $1.69M | 0.81% | −668−19.6% | Reduced |
| Forefront Analytics, LLC | 2,746 | $1.70M | 1.89% | +9+0.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 2,739 | $1.70M | 0.74% | +10.0% | Added |
| JT Stratford LLC | 2,748 | $1.70M | 0.26% | +145+5.6% | Added |
| Atwood & Palmer Inc | 2,753 | $1.70M | 0.11% | +54+2.0% | Added |
| Hiley Hunt Wealth Management | 2,742 | $1.70M | 0.86% | +1,434+109.6% | Added |
| MSH Capital Advisors LLC | 2,757 | $1.70M | 0.49% | +53+2.0% | Added |
| Financial Life Planners | 2,758 | $1.70M | 1.39% | −383−12.2% | Reduced |
| Philadelphia Trust Co | 2,761 | $1.71M | 0.13% | 00.0% | Unchanged |
| MA Private Wealth | 2,768 | $1.71M | 0.31% | −119−4.1% | Reduced |
| Medallion Wealth Advisors, LLC | 2,773 | $1.71M | 0.66% | −271−8.9% | Reduced |
| Index Fund Advisors, Inc. | 2,778 | $1.72M | 0.10% | −51−1.8% | Reduced |
| Sava Infond d.o.o. | 2,780 | $1.72M | 0.27% | +250+9.9% | Added |
| Spinnaker Investment Group, LLC | 2,793 | $1.73M | 0.41% | +6+0.2% | Added |
| Citizens & Northern Corp | 2,793 | $1.73M | 0.46% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2,794 | $1.73M | 0.47% | +90+3.3% | Added |
| Disciplined Investors, L.L.C. | 2,794 | $1.73M | 1.35% | +27+1.0% | Added |
| American Financial Advisors, LLC | 2,797 | $1.73M | 0.24% | +83+3.1% | Added |
| Claret Asset Management Corp | 2,799 | $1.73M | 0.22% | – | – |
| Upper Left Wealth Management, LLC | 2,802 | $1.73M | 1.16% | +665+31.1% | Added |
| BlackDiamond Wealth Management Inc. | 2,805 | $1.73M | 1.00% | −2−0.1% | Reduced |
| Accredited Investor Services, LLC | 2,806 | $1.73M | 1.31% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 2,807 | $1.73M | 0.34% | +176+6.7% | Added |
| Crown Wealth Group, LLC | 2,816 | $1.74M | 0.65% | +2,013+250.7% | Added |
| Exchange Capital Management, Inc. | 2,821 | $1.74M | 0.26% | −165−5.5% | Reduced |
| Cardinal Point Capital Management, ULC | 2,817 | $1.75M | 0.14% | −155−5.2% | Reduced |
| Summit Investment Advisory Services, LLC | 2,826 | $1.75M | 0.76% | +2+0.1% | Added |
| Pitti Group Wealth Management, LLC | 2,827 | $1.75M | 1.51% | −35−1.2% | Reduced |
| Independent Wealth Network Inc. | 2,828 | $1.75M | 0.64% | +210+8.0% | Added |
| Meridian Financial, LLC | 2,833 | $1.75M | 1.13% | −88−3.0% | Reduced |
| Legacy Financial Group LLC | 2,834 | $1.75M | 0.24% | +81+2.9% | Added |
| Community Financial Services Group, LLC | 2,836 | $1.75M | 0.35% | −32−1.1% | Reduced |
| Shelton Capital Management | 2,838 | $1.75M | 0.04% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 2,838 | $1.75M | 1.56% | −108−3.7% | Reduced |
| Capital Investment Counsel, LLC | 2,840 | $1.75M | 0.27% | +157+5.9% | Added |
| North Berkeley Wealth Management, LLC | 2,840 | $1.75M | 1.61% | +1,253+79.0% | Added |
| New Century Financial Group, LLC | 2,846 | $1.76M | 2.06% | −1,077−27.5% | Reduced |
| Crowley Wealth Management, Inc. | 2,848 | $1.76M | 1.60% | +339+13.5% | Added |
| LaFleur & Godfrey LLC | 2,850 | $1.76M | 0.22% | −40−1.4% | Reduced |
| Riverstone Advisors, LLC | 2,857 | $1.77M | 0.95% | +180+6.7% | Added |
| Prosperity Financial Group, Inc. | 2,858 | $1.77M | 0.75% | −113−3.8% | Reduced |
| Cambridge Financial Group, LLC | 2,869 | $1.77M | 0.67% | −197−6.4% | Reduced |
| Narus Financial Partners, LLC | 2,871 | $1.77M | 0.55% | +35+1.2% | Added |
| Investment Advisory Services Inc | 2,874 | $1.78M | 0.59% | 00.0% | Unchanged |
| JSF Financial, LLC | 2,876 | $1.78M | 0.42% | −756−20.8% | Reduced |
| Warburton Capital Management, LLC | 2,801 | $1.78M | 1.05% | +3+0.1% | Added |
| Mandatum Life Insurance Co Ltd | 2,885 | $1.78M | 0.47% | 00.0% | Unchanged |
| Bonfire Financial | 2,877 | $1.78M | 1.46% | +3+0.1% | Added |
| Heritage Financial Services, LLC | 2,886 | $1.78M | 0.17% | +97+3.5% | Added |
| Exchange Bank | 2,887 | $1.78M | 1.41% | −28−1.0% | Reduced |
| Dentgroup LLC | 2,891 | $1.79M | 1.24% | +1,314+83.3% | Added |
| Guardian Asset Advisors, LLC | 2,892 | $1.79M | 1.03% | +513+21.6% | Added |
| EFG Asset Management (Americas) Corp. | 2,894 | $1.79M | 0.33% | +2,129+278.3% | Added |
| Navellier & Associates Inc | 2,897 | $1.79M | 0.22% | 00.0% | Unchanged |
| Hutchinson Capital Management | 2,901 | $1.79M | 0.33% | −391−11.9% | Reduced |
| Beaton Management Co. Inc. | 2,905 | $1.79M | 0.88% | +75+2.7% | Added |
| Hall Laurie J Trustee | 2,907 | $1.80M | 0.59% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,902 | $1.80M | 0.44% | +29+1.0% | Added |
| Awm Capital, LLC | 2,905 | $1.80M | 0.19% | −53−1.8% | Reduced |
| Strategic Advisors LLC | 2,915 | $1.80M | 0.35% | −137−4.5% | Reduced |
| B&D White Capital Company, LLC | 2,917 | $1.80M | 0.27% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 2,923 | $1.81M | 0.53% | +141+5.1% | Added |
| Stonebrook Private Inc. | 2,927 | $1.81M | 0.42% | +435+17.5% | Added |
| Sutton Place Investors LLC | 2,932 | $1.81M | 1.09% | +20+0.7% | Added |
| Lumbard & Kellner, LLC | 2,932 | $1.81M | 0.79% | 00.0% | Unchanged |
| EMC Capital Management | 2,935 | $1.81M | 0.98% | 00.0% | Unchanged |
| Lantz Financial LLC | 2,935 | $1.81M | 0.45% | +104+3.7% | Added |
| Nordwand Advisors, LLC | 2,940 | $1.82M | 0.29% | −60−2.0% | Reduced |
| Cowa, LLC | 2,950 | $1.82M | 0.69% | +131+4.6% | Added |
| Michael B. Yongue | 2,952 | $1.82M | 1.38% | +10.0% | Added |
| Clean Yield Group | 2,953 | $1.82M | 0.55% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 2,955 | $1.83M | 1.14% | −15−0.5% | Reduced |
| TFR Capital, LLC. | 2,961 | $1.83M | 0.66% | −160−5.1% | Reduced |
| Wambolt & Associates, LLC | 2,963 | $1.83M | 0.62% | +21+0.7% | Added |
| Newton One Investments LLC | 2,966 | $1.83M | 0.58% | +45+1.5% | Added |
| Culbertson A N & Co Inc | 2,967 | $1.83M | 0.28% | −29−1.0% | Reduced |
| Greystone Financial Group, LLC | 2,969 | $1.83M | 0.30% | −9−0.3% | Reduced |
| Aventura Private Wealth, LLC | 2,971 | $1.84M | 0.79% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2,981 | $1.84M | 0.24% | −876−22.7% | Reduced |
| Todd Asset Management LLC | 2,985 | $1.84M | 0.04% | −2,740−47.9% | Reduced |
| Fulton Bank, N.A. | 2,986 | $1.84M | 0.07% | +295+11.0% | Added |
| Marshall Investment Management, LLC | 2,995 | $1.85M | 8.79% | −9,347−75.7% | Reduced |
| Asset Management One Co.,Ltd. | 3,000 | $1.85M | 0.01% | +2,850+1,900.0% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,992 | $1.85M | 0.51% | +10.0% | Added |
| Able Wealth Management LLC | 3,001 | $1.85M | 0.93% | +163+5.7% | Added |
| Hurley Capital, LLC | 3,003 | $1.86M | 1.30% | +1,471+96.0% | Added |
| Fiduciary Family Office, LLC | 3,003 | $1.86M | 0.61% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 3,005 | $1.86M | 0.20% | −164−5.2% | Reduced |
| Geneva Partners, LLC | 3,007 | $1.86M | 0.74% | +2+0.1% | Added |
| Stoneridge Investment Partners LLC | 3,014 | $1.86M | 1.40% | −327−9.8% | Reduced |
| Granite Bay Wealth Management, LLC | 3,015 | $1.86M | 0.60% | +378+14.3% | Added |
| Sage Advisors, LLC | 3,022 | $1.87M | 1.33% | −620−17.0% | Reduced |
| United Asset Strategies, Inc. | 3,026 | $1.87M | 0.16% | −332−9.9% | Reduced |
| Strata Wealth Advisors, LLC | 3,028 | $1.87M | 0.52% | +48+1.6% | Added |