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 |
|---|---|---|---|---|---|
| Pension & Wealth Management Advisors, Inc. | 3,033 | $1.87M | 0.63% | +225+8.0% | Added |
| Wolff Wiese Magana LLC | 3,037 | $1.88M | 1.16% | +508+20.1% | Added |
| Am Investment Strategies LLC | 3,042 | $1.88M | 0.44% | +824+37.2% | Added |
| Core Wealth Advisors, Inc. | 3,049 | $1.88M | 0.54% | +229+8.1% | Added |
| Trail Ridge Investment Advisors, LLC | 2,983 | $1.89M | 0.91% | +187+6.7% | Added |
| Delta Asset Management LLC | 3,053 | $1.89M | 0.16% | −6−0.2% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 3,057 | $1.89M | 0.47% | +3,057 | New |
| AssuredPartners Investment Advisors, LLC | 3,059 | $1.89M | 0.46% | −315−9.3% | Reduced |
| TrueWealth Financial Partners | 3,059 | $1.89M | 1.04% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,060 | $1.89M | 0.88% | +450+17.2% | Added |
| Fundamentun, LLC | 3,075 | $1.90M | 0.09% | +599+24.2% | Added |
| CFS Investment Advisory Services, LLC | 3,079 | $1.90M | 0.16% | 00.0% | Unchanged |
| Seek First Inc. | 3,084 | $1.91M | 1.54% | −51−1.6% | Reduced |
| Asset Advisors Investment Management, LLC | 3,087 | $1.91M | 0.19% | −204−6.2% | Reduced |
| Founders Financial Securities LLC | 3,090 | $1.91M | 0.15% | +21+0.7% | Added |
| Old Mission Investment Co LLC | 3,091 | $1.91M | 0.52% | +415+15.5% | Added |
| Manske Wealth Management | 3,098 | $1.91M | 0.63% | −12−0.4% | Reduced |
| Bellevue Group AG | 3,100 | $1.92M | 0.04% | −2,560−45.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,104 | $1.92M | 0.62% | +48+1.6% | Added |
| Meyer Handelman Co | 3,110 | $1.92M | 0.06% | −100−3.1% | Reduced |
| Legacy Private Trust Co. | 3,111 | $1.92M | 0.12% | −445−12.5% | Reduced |
| Ulland Investment Advisors, LLC | 3,116 | $1.93M | 1.47% | −1,730−35.7% | Reduced |
| Santori & Peters | 3,118 | $1.93M | 0.70% | +890+39.9% | Added |
| McBroom & Associates, LLC | 3,453 | $1.93M | 1.10% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 3,134 | $1.94M | 0.52% | −109−3.4% | Reduced |
| Interchange Capital Partners, LLC | 3,134 | $1.94M | 0.45% | −68−2.1% | Reduced |
| Umpqua Bank | 3,122 | $1.94M | 0.59% | +2,239+253.6% | Added |
| TigerOak Management, L.L.C. | 3,136 | $1.94M | 0.66% | +35+1.1% | Added |
| Sensible Money, LLC | 3,140 | $1.94M | 0.74% | −37−1.2% | Reduced |
| Everpar Advisors LLC | 3,141 | $1.94M | 0.88% | +198+6.7% | Added |
| 21 West Wealth Management LLC | 3,144 | $1.94M | 1.96% | +3,144 | New |
| Summit Asset Management, LLC | 3,145 | $1.94M | 0.32% | −69−2.1% | Reduced |
| Hanson & Doremus Investment Management | 3,145 | $1.94M | 0.26% | −4−0.1% | Reduced |
| Shaker Investments LLC | 3,147 | $1.94M | 0.80% | −21−0.7% | Reduced |
| Strategic Wealth Designers | 3,148 | $1.95M | 2.82% | +564+21.8% | Added |
| Randolph Co Inc | 3,153 | $1.95M | 0.20% | +10.0% | Added |
| Integrity Wealth Solutions LLC | 3,158 | $1.95M | 0.95% | −129−3.9% | Reduced |
| Peak Planning Group, LLC | 3,159 | $1.95M | 1.25% | −4,862−60.6% | Reduced |
| Wealth Group Ltd | 3,164 | $1.95M | 0.50% | +36+1.2% | Added |
| Arbor Investment Advisors, LLC | 3,167 | $1.96M | 0.25% | −123−3.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 3,181 | $1.97M | 0.60% | +37+1.2% | Added |
| Promus Capital, LLC | 3,182 | $1.97M | 1.28% | +299+10.4% | Added |
| Widmann Financial Services, Inc. | 3,185 | $1.97M | 1.37% | +38+1.2% | Added |
| InTrack Investment Management Inc | 3,187 | $1.97M | 1.32% | −1,246−28.1% | Reduced |
| Saxony Capital Management, LLC | 3,189 | $1.97M | 1.51% | +805+33.8% | Added |
| Pathway Financial Advisers, LLC | 3,190 | $1.97M | 0.64% | +503+18.7% | Added |
| Cambria Investment Management, L.P. | 3,196 | $1.97M | 0.13% | +3,196 | New |
| DSG Capital Advisors, LLC | 3,202 | $1.98M | 0.35% | +415+14.9% | Added |
| Northwest Capital Management Inc | 3,213 | $1.99M | 1.08% | −1,198−27.2% | Reduced |
| Sunpointe, LLC | 3,208 | $1.99M | 0.79% | +632+24.5% | Added |
| Violich Capital Management, Inc. | 3,221 | $1.99M | 0.28% | +10.0% | Added |
| Brand Asset Management Group, Inc. | 3,223 | $1.99M | 0.74% | −39−1.2% | Reduced |
| Sym Financial Corp | 3,227 | $1.99M | 0.22% | +686+27.0% | Added |
| Mogy Joel R Investment Counsel Inc | 3,229 | $2.00M | 0.12% | −100−3.0% | Reduced |
| JGP Wealth Management, LLC | 3,238 | $2.00M | 0.24% | +375+13.1% | Added |
| Wallace Advisory Group, LLC | 3,590 | $2.01M | 1.46% | 00.0% | Unchanged |
| Congress Asset Management Co | 3,259 | $2.01M | 0.01% | −1,986−37.9% | Reduced |
| 360 Financial, Inc. | 3,261 | $2.01M | 0.64% | −15−0.5% | Reduced |
| Cannon Financial Strategists, Inc. | 3,264 | $2.02M | 0.32% | +418+14.7% | Added |
| FourThought Financial Partners, LLC | 3,265 | $2.02M | 0.20% | −10.0% | Reduced |
| Forbes Financial Planning, Inc. | 3,268 | $2.02M | 1.36% | −541−14.2% | Reduced |
| MontVue Capital Management, Inc. | 3,276 | $2.02M | 1.44% | −24−0.7% | Reduced |
| Edgar Lomax Co | 3,278 | $2.03M | 0.13% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 3,283 | $2.03M | 0.26% | +106+3.3% | Added |
| Agate Pass Investment Management, LLC | 3,284 | $2.03M | 0.83% | −48−1.4% | Reduced |
| Red Wave Investments LLC | 3,288 | $2.03M | 0.67% | +98+3.1% | Added |
| Johnson Financial Group, LLC | 3,294 | $2.04M | 0.19% | −6−0.2% | Reduced |
| Yost Capital Management, LP | 3,300 | $2.04M | 2.80% | −2,000−37.7% | Reduced |
| Optimist Retirement Group LLC | 3,304 | $2.04M | 0.98% | −10.0% | Reduced |
| Synergy Financial Management, LLC | 3,304 | $2.04M | 0.23% | +211+6.8% | Added |
| McKinley Carter Wealth Services, Inc. | 3,310 | $2.05M | 0.11% | +128+4.0% | Added |
| Global Assets Advisory, LLC | 3,312 | $2.05M | 0.80% | −2,132−39.2% | Reduced |
| Means Investment Co., Inc. | 3,311 | $2.05M | 0.19% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,325 | $2.05M | 0.23% | +10.0% | Added |
| Coyle Financial Counsel LLC | 3,330 | $2.06M | 0.55% | +239+7.7% | Added |
| Blueprint Financial Advisors LLC | 3,336 | $2.06M | 0.66% | +3,336 | New |
| Powell Investment Advisors, LLC | 3,328 | $2.06M | 0.77% | +103+3.2% | Added |
| Portland Financial Advisors Inc | 3,340 | $2.06M | 4.95% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,346 | $2.07M | 0.65% | +661+24.6% | Added |
| Bright Financial Advisors, Inc. | 3,347 | $2.07M | 1.15% | 00.0% | Unchanged |
| Country Trust Bank | 3,353 | $2.07M | 0.05% | −102−3.0% | Reduced |
| American Capital Advisory, LLC | 3,358 | $2.07M | 1.04% | −57−1.7% | Reduced |
| Renaissance Investment Group LLC | 3,361 | $2.08M | 0.45% | +122+3.8% | Added |
| Elevatus Welath Management | 3,361 | $2.08M | 0.69% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 3,361 | $2.08M | 0.05% | +453+15.6% | Added |
| CoreFirst Bank & Trust | 3,367 | $2.08M | 1.17% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 3,370 | $2.08M | 0.97% | +225+7.2% | Added |
| Naviter Wealth, LLC | 3,361 | $2.08M | 0.26% | +2+0.1% | Added |
| LVW Advisors, LLC | 3,376 | $2.09M | 0.23% | +20+0.6% | Added |
| Sather Financial Group Inc | 3,376 | $2.09M | 0.12% | −100−2.9% | Reduced |
| Traphagen Investment Advisors LLC | 3,376 | $2.09M | 0.20% | −532−13.6% | Reduced |
| Impact Capital Partners LLC | 3,377 | $2.09M | 0.68% | +1,024+43.5% | Added |
| River Wealth Advisors LLC | 3,377 | $2.09M | 0.26% | +193+6.1% | Added |
| SK Wealth Management, LLC | 3,348 | $2.09M | 0.91% | +10+0.3% | Added |
| Sentry LLC | 3,399 | $2.10M | 0.42% | −155−4.4% | Reduced |
| Delta Capital Management LLC | 3,400 | $2.10M | 1.17% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 3,394 | $2.10M | 0.62% | +3,394 | New |
| Capital Markets Trading UK LLP | 3,406 | $2.10M | 2.39% | +2,156+172.5% | Added |
| Sterling Investment Advisors, Ltd. | 3,408 | $2.11M | 0.46% | +103+3.1% | Added |
| Campbell Deegan Wealth Management, LLC | 3,408 | $2.11M | 2.07% | +9+0.3% | Added |