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 |
|---|---|---|---|---|---|
| DGS Capital Management, LLC | 3,410 | $2.11M | 0.44% | +55+1.6% | Added |
| Cherry Tree Wealth Management, LLC | 3,414 | $2.11M | 0.49% | 00.0% | Unchanged |
| Astra Wealth Partners LLC | 3,405 | $2.11M | 1.70% | −19−0.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 3,416 | $2.11M | 1.29% | 00.0% | Unchanged |
| Auour Investments LLC | 3,418 | $2.11M | 0.73% | −19−0.6% | Reduced |
| Roberts Wealth Advisors, LLC | 3,419 | $2.11M | 0.61% | −698−17.0% | Reduced |
| Liberty Capital Management, Inc. | 3,420 | $2.11M | 0.43% | +10.0% | Added |
| Summit X, LLC | 3,421 | $2.12M | 0.39% | +98+2.9% | Added |
| Argyle Capital Partners, LLC | 3,431 | $2.12M | 1.75% | −253−6.9% | Reduced |
| Droms Strauss Advisors Inc | 3,437 | $2.12M | 0.65% | −92−2.6% | Reduced |
| Winebrenner Capital Management LLC | 3,447 | $2.13M | 1.72% | +32+0.9% | Added |
| Altfest L J & Co Inc | 3,452 | $2.13M | 0.25% | −244−6.6% | Reduced |
| Lokken Investment Group LLC | 3,458 | $2.14M | 0.82% | +413+13.6% | Added |
| Alaethes Wealth LLC | 3,451 | $2.14M | 0.64% | +500+16.9% | Added |
| Tableaux LLC | 3,462 | $2.14M | 1.23% | +4+0.1% | Added |
| Hippocratic Financial Advisors, LLC | 3,465 | $2.14M | 1.14% | −93−2.6% | Reduced |
| Chemistry Wealth Management LLC | 3,466 | $2.14M | 0.46% | +408+13.3% | Added |
| Ami Asset Management Corp | 3,469 | $2.14M | 0.12% | −868−20.0% | Reduced |
| Mainstream Capital Management LLC | 3,471 | $2.14M | 1.56% | +90+2.7% | Added |
| Allegiance Financial Group Advisory Services LLC | 3,463 | $2.15M | 0.57% | −1,113−24.3% | Reduced |
| Costello Asset Management, INC | 3,481 | $2.15M | 0.81% | −52−1.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,483 | $2.15M | 0.46% | +700+25.2% | Added |
| Falcon Wealth Planning | 3,498 | $2.16M | 0.22% | −61−1.7% | Reduced |
| Yacktman Asset Management LP | 3,503 | $2.16M | 0.03% | −699−16.6% | Reduced |
| Williams & Novak, LLC | 3,504 | $2.16M | 1.84% | −1,272−26.6% | Reduced |
| KMT Wealth Management, LLC | 3,504 | $2.16M | 1.28% | −4,319−55.2% | Reduced |
| Byrne Financial Freedom, LLC | 3,507 | $2.17M | 1.08% | −192−5.2% | Reduced |
| Modus Advisors, LLC | 3,518 | $2.17M | 0.65% | +2+0.1% | Added |
| Murphy & Mullick Capital Management Corp | 3,456 | $2.17M | 1.77% | +2,288+195.9% | Added |
| ARS Wealth Advisors Group, LLC | 3,519 | $2.17M | 0.25% | −77−2.1% | Reduced |
| Marshall Financial Group LLC | 3,503 | $2.17M | 0.43% | −549−13.5% | Reduced |
| 1607 Capital Partners, LLC | 3,520 | $2.17M | 0.18% | +3,520 | New |
| Abundance Wealth Counselors | 3,537 | $2.19M | 0.41% | −888−20.1% | Reduced |
| Fairview Capital Investment Management, LLC | 3,540 | $2.19M | 0.11% | −96−2.6% | Reduced |
| Catalina Capital Group, LLC | 3,542 | $2.19M | 1.49% | +400+12.7% | Added |
| Wagner Wealth Management, LLC | 3,544 | $2.19M | 0.50% | −237−6.3% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 3,550 | $2.19M | 0.16% | 00.0% | Unchanged |
| Eagle Capital Management LLC | 3,563 | $2.20M | 0.01% | −1,755−33.0% | Reduced |
| McCarthy & Cox | 3,582 | $2.21M | 0.58% | −22−0.6% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 3,582 | $2.21M | 0.36% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,572 | $2.21M | 0.25% | −22,487−86.3% | Reduced |
| Melfa Wealth Management, LLC | 3,584 | $2.21M | 1.40% | −24−0.7% | Reduced |
| CapWealth Advisors, LLC | 3,592 | $2.22M | 0.22% | +601+20.1% | Added |
| Uptown Financial Advisors LLC | 3,608 | $2.23M | 2.07% | −147−3.9% | Reduced |
| Cranbrook Wealth Management, LLC | 3,610 | $2.23M | 0.48% | −29−0.8% | Reduced |
| Forte Capital LLC | 3,613 | $2.23M | 0.24% | +404+12.6% | Added |
| Selective Wealth Management, Inc. | 3,578 | $2.23M | 0.82% | −45−1.2% | Reduced |
| Freestate Advisors LLC | 3,643 | $2.25M | 2.01% | −11,328−75.7% | Reduced |
| Consilio Wealth Advisors, LLC | 3,670 | $2.26M | 0.81% | +1,570+74.8% | Added |
| Grove Street Fiduciary, LLC | 3,654 | $2.26M | 1.09% | +3+0.1% | Added |
| Wealth Alliance Advisory Group, LLC | 3,654 | $2.26M | 0.43% | +125+3.5% | Added |
| Suncoast Equity Management | 3,659 | $2.26M | 0.23% | +371+11.3% | Added |
| Acorn Financial Advisory Services Inc | 3,670 | $2.27M | 0.37% | −142−3.7% | Reduced |
| Claris Financial LLC | 3,671 | $2.27M | 1.71% | +665+22.1% | Added |
| BIP Alliance, LLC | 3,681 | $2.27M | 0.87% | +1,062+40.5% | Added |
| ICW Investment Advisors LLC | 3,689 | $2.28M | 0.90% | −15−0.4% | Reduced |
| CFC Planning Co LLC | 3,689 | $2.28M | 2.20% | +259+7.6% | Added |
| Chickasaw Capital Management LLC | 3,693 | $2.28M | 0.09% | +876+31.1% | Added |
| Wellington Shields Capital Management, LLC | 3,701 | $2.29M | 0.39% | −671−15.3% | Reduced |
| Bill Few Associates, Inc. | 3,706 | $2.29M | 0.65% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 4,096 | $2.29M | 1.94% | −60−1.4% | Reduced |
| Barr E S & Co | 3,713 | $2.29M | 0.13% | −50−1.3% | Reduced |
| Snider Financial Group | 3,717 | $2.30M | 0.66% | +1,185+46.8% | Added |
| Oxbow Advisors, LLC | 3,718 | $2.30M | 0.25% | −402−9.8% | Reduced |
| Park Place Capital Corp | 3,730 | $2.30M | 0.52% | +1,646+79.0% | Added |
| Disciplined Investments, LLC | 3,733 | $2.31M | 0.98% | −4−0.1% | Reduced |
| Affinity Wealth Management LLC | 3,735 | $2.31M | 0.37% | −10.0% | Reduced |
| Lynx Investment Advisory | 3,741 | $2.31M | 1.51% | −710−16.0% | Reduced |
| Lionshead Wealth Management, LLC | 3,747 | $2.32M | 2.14% | −9−0.2% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,749 | $2.32M | 1.68% | +13+0.3% | Added |
| Sierra Summit Advisors LLC | 3,755 | $2.32M | 0.41% | −35−0.9% | Reduced |
| Bingham Private Wealth, LLC | 3,760 | $2.32M | 2.21% | +29+0.8% | Added |
| CFO4Life Group, LLC | 3,772 | $2.33M | 0.36% | −2−0.1% | Reduced |
| Archford Capital Strategies, LLC | 3,779 | $2.33M | 0.30% | −1,363−26.5% | Reduced |
| Chung Wu Investment Group, LLC | 3,780 | $2.34M | 2.43% | −190−4.8% | Reduced |
| GR Financial Group, LLC | 3,784 | $2.34M | 0.57% | −459,337−99.2% | Reduced |
| Bank of Nova Scotia Trust Co | 3,785 | $2.34M | 0.23% | −13−0.3% | Reduced |
| Comprehensive Financial Planning, Inc. | 3,791 | $2.34M | 1.84% | −57−1.5% | Reduced |
| Peoples Bank | 3,796 | $2.35M | 1.57% | +15+0.4% | Added |
| JNBA Financial Advisors | 3,798 | $2.35M | 0.23% | +163+4.5% | Added |
| FMB Wealth Management | 3,802 | $2.35M | 1.12% | −10.0% | Reduced |
| Charles Schwab Trust Co | 3,803 | $2.35M | 0.18% | +275+7.8% | Added |
| Eldridge Investment Advisors, Inc. | 3,803 | $2.35M | 0.49% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 3,807 | $2.35M | 1.40% | +3,807 | New |
| BLVD Private Wealth, LLC | 3,819 | $2.36M | 2.22% | +3,819 | New |
| Level Financial Advisors, Inc. | 3,825 | $2.36M | 0.74% | −122−3.1% | Reduced |
| Goldstein Advisors, LLC | 3,832 | $2.37M | 0.32% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 3,836 | $2.37M | 1.03% | +897+30.5% | Added |
| BCR Wealth Strategies, LLC | 3,840 | $2.37M | 0.92% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 3,839 | $2.37M | 0.14% | −14−0.4% | Reduced |
| Eagle Rock Investment Company, LLC | 3,840 | $2.37M | 0.38% | +164+4.5% | Added |
| Net Worth Advisory Group | 3,850 | $2.38M | 0.53% | +1,818+89.5% | Added |
| Capstone Financial Advisors, Inc. | 3,855 | $2.38M | 0.14% | −159−4.0% | Reduced |
| Signet Financial Management, LLC | 3,866 | $2.39M | 0.30% | −840−17.8% | Reduced |
| Valley National Advisers Inc | 3,868 | $2.39M | 0.39% | +10+0.3% | Added |
| Facet Wealth, Inc. | 3,783 | $2.39M | 0.05% | −148−3.8% | Reduced |
| EdgeRock Capital LLC | 3,874 | $2.39M | 0.76% | −215−5.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,781 | $2.40M | 0.67% | +9+0.2% | Added |
| AlpenGlobal Capital LLC | 3,895 | $2.41M | 1.44% | +28+0.7% | Added |
| Sawgrass Asset Management LLC | 3,899 | $2.41M | 0.27% | +49+1.3% | Added |