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 |
|---|---|---|---|---|---|
| Elwood & Goetz Wealth Advisory Group, LLC | 4,420 | $2.73M | 0.59% | +110+2.6% | Added |
| Barnes Wealth Management Group, Inc | 4,427 | $2.74M | 1.62% | +62+1.4% | Added |
| TPG Advisors LLC | 4,429 | $2.74M | 1.98% | −36−0.8% | Reduced |
| Stone Point Wealth LLC | 4,433 | $2.74M | 0.85% | +282+6.8% | Added |
| VeraBank, N.A. | 4,439 | $2.74M | 0.55% | +882+24.8% | Added |
| Consilium Wealth Advisory, LLC | 4,440 | $2.74M | 1.16% | +1,528+52.5% | Added |
| Arbor Wealth Advisors LLC | 4,441 | $2.74M | 2.23% | 00.0% | Unchanged |
| River Street Advisors LLC | 4,441 | $2.74M | 1.18% | −82−1.8% | Reduced |
| Bridges Investment Management Inc | 4,443 | $2.75M | 0.04% | −30−0.7% | Reduced |
| Integral Investment Advisors, Inc. | 4,449 | $2.75M | 0.78% | +53+1.2% | Added |
| McIlrath & Eck, LLC | 4,452 | $2.75M | 0.31% | −119−2.6% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,457 | $2.75M | 1.27% | +10+0.2% | Added |
| Red Door Wealth Management, LLC | 4,461 | $2.76M | 0.33% | −312−6.5% | Reduced |
| Clark Capital Management Group, Inc. | 4,469 | $2.76M | 0.02% | +710+18.9% | Added |
| BWM Planning, LLC | 4,472 | $2.76M | 0.95% | +4,472 | New |
| BNC Wealth Management, LLC | 4,479 | $2.77M | 0.82% | +764+20.6% | Added |
| Newbridge Financial Services Group, Inc. | 4,488 | $2.77M | 0.45% | +306+7.3% | Added |
| Bull Street Advisors, LLC | 4,492 | $2.77M | 1.33% | −115−2.5% | Reduced |
| ProVise Management Group, LLC | 4,495 | $2.78M | 0.22% | +54+1.2% | Added |
| Tufton Capital Management | 4,501 | $2.78M | 0.53% | +23+0.5% | Added |
| Oarsman Capital, Inc. | 4,512 | $2.79M | 0.44% | +365+8.8% | Added |
| Financial Enhancement Group LLC | 4,471 | $2.79M | 0.40% | +1,217+37.4% | Added |
| Altiora Financial Group, LLC | 4,517 | $2.79M | 0.55% | −211−4.5% | Reduced |
| Cooper/Haims Advisors, LLC | 4,529 | $2.80M | 1.38% | +68+1.5% | Added |
| Prosperity Planning, Inc. | 4,532 | $2.80M | 0.81% | −139−3.0% | Reduced |
| Cadinha & Co LLC | 4,543 | $2.81M | 0.47% | −40−0.9% | Reduced |
| Longview Financial Advisors, Inc. | 4,543 | $2.81M | 2.38% | −136−2.9% | Reduced |
| Marshall & Sullivan Inc | 4,547 | $2.81M | 1.35% | −29−0.6% | Reduced |
| Ironwood Financial, llc | 5,023 | $2.81M | 0.60% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 4,549 | $2.81M | 0.48% | +107+2.4% | Added |
| Kagan Cocozza Asset Management | 4,557 | $2.82M | 2.16% | +980+27.4% | Added |
| Leigh Baldwin & Co., LLC | 4,559 | $2.82M | 1.85% | −339−6.9% | Reduced |
| Hoese & Co LLP | 4,561 | $2.82M | 2.27% | +350+8.3% | Added |
| Main Street Group, LTD | 4,568 | $2.82M | 0.92% | +89+2.0% | Added |
| 1 North Wealth Services LLC | 4,573 | $2.83M | 1.12% | −1,404−23.5% | Reduced |
| Builder Investment Group Inc | 4,578 | $2.83M | 0.70% | −29−0.6% | Reduced |
| Strategic Financial Concepts, LLC | 4,579 | $2.83M | 0.40% | −1,131−19.8% | Reduced |
| Tranquilli Financial Advisor LLC | 4,592 | $2.84M | 1.76% | +1,986+76.2% | Added |
| MV Capital Management, Inc. | 4,596 | $2.84M | 0.29% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 4,599 | $2.84M | 0.07% | +1,793+63.9% | Added |
| First Commonwealth Financial Corp | 4,600 | $2.84M | 0.61% | −543−10.6% | Reduced |
| Equita Financial Network, Inc. | 4,602 | $2.84M | 1.13% | +304+7.1% | Added |
| Curran Financial Partners, LLC | 4,604 | $2.84M | 0.63% | +178+4.0% | Added |
| Merrion Investment Management Co, LLC | 4,609 | $2.85M | 1.85% | −140−2.9% | Reduced |
| Stokes Family Office, LLC | 4,621 | $2.85M | 0.30% | +11+0.2% | Added |
| Essential Planning, LLC. | 4,632 | $2.86M | 1.07% | +1,430+44.7% | Added |
| Mirador Capital Partners LP | 4,633 | $2.86M | 0.47% | −274−5.6% | Reduced |
| Cherrydale Wealth Management, LLC | 4,635 | $2.86M | 1.00% | −3,627−43.9% | Reduced |
| Aviance Capital Partners, LLC | 4,642 | $2.87M | 0.37% | −28−0.6% | Reduced |
| Verum Partners LLC | 4,655 | $2.88M | 0.66% | −80−1.7% | Reduced |
| Cahaba Wealth Management, Inc. | 4,656 | $2.88M | 0.22% | +44+1.0% | Added |
| Patriot Investment Management Inc. | 4,658 | $2.88M | 0.20% | +170+3.8% | Added |
| Newman Dignan & Sheerar, Inc. | 4,666 | $2.88M | 0.66% | +256+5.8% | Added |
| Armstrong Henry H Associates Inc | 4,668 | $2.88M | 0.27% | −788−14.4% | Reduced |
| Aurelius Family Office LLC | 4,677 | $2.89M | 1.37% | −13−0.3% | Reduced |
| PUREfi Wealth, LLC | 4,679 | $2.89M | 2.31% | +168+3.7% | Added |
| Olistico Wealth, LLC | 4,703 | $2.91M | 1.61% | −10.0% | Reduced |
| Zevenbergen Capital Investments LLC | 4,705 | $2.91M | 0.06% | −50−1.1% | Reduced |
| Buck Wealth Strategies, LLC | 4,715 | $2.91M | 0.44% | +1,582+50.5% | Added |
| Rydar Equities, Inc. | 4,719 | $2.92M | 2.30% | +4,719 | New |
| Wall Street Access Asset Management, LLC | 4,724 | $2.92M | 1.01% | +75+1.6% | Added |
| SGL Investment Advisors, Inc. | 4,715 | $2.92M | 1.39% | +165+3.6% | Added |
| Apollon Financial, LLC | 4,747 | $2.93M | 0.61% | −77−1.6% | Reduced |
| Axis Wealth Partners, LLC | 4,747 | $2.93M | 1.93% | −34−0.7% | Reduced |
| Clarity Capital Advisors, LLC | 4,749 | $2.93M | 1.71% | +3+0.1% | Added |
| Trilogy Capital Inc. | 4,759 | $2.94M | 0.14% | −18,100−79.2% | Reduced |
| Chicago Wealth Management, Inc. | 4,767 | $2.95M | 1.40% | +331+7.5% | Added |
| Fortem Financial Group, LLC | 4,768 | $2.95M | 0.95% | +1,886+65.4% | Added |
| Gladwyn Financial Advisors, Inc. | 4,768 | $2.95M | 2.28% | +4,768 | New |
| Pacific Center for Financial Services | 4,776 | $2.95M | 0.80% | −72−1.5% | Reduced |
| Mathes Company, Inc. | 4,780 | $2.95M | 1.10% | −90−1.8% | Reduced |
| Advanced Asset Management Advisors Inc | 4,787 | $2.96M | 0.80% | +364+8.2% | Added |
| Ellevest, Inc. | 4,793 | $2.96M | 0.47% | −132−2.7% | Reduced |
| Noked Israel Ltd | 4,794 | $2.96M | 0.55% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 4,806 | $2.97M | 0.56% | +140+3.0% | Added |
| SOA Wealth Advisors, LLC. | 4,810 | $2.97M | 0.56% | −8−0.2% | Reduced |
| Fortress Private Ledger, LLC | 4,813 | $2.97M | 1.35% | +638+15.3% | Added |
| Spectrum Wealth Advisory Group, LLC | 4,813 | $2.97M | 1.38% | −1,263−20.8% | Reduced |
| Integrated Financial Solutions, Inc. | 4,833 | $2.99M | 2.54% | +4,833 | New |
| Ameraudi Asset Management, Inc. | 4,833 | $2.99M | 1.57% | −380−7.3% | Reduced |
| Manchester Financial Inc | 4,834 | $2.99M | 0.63% | +1,400+40.8% | Added |
| Private Wealth Group, LLC | 4,848 | $3.00M | 1.59% | 00.0% | Unchanged |
| Searle & Co. | 4,850 | $3.00M | 0.85% | +44+0.9% | Added |
| SP Asset Management LLC | 4,861 | $3.00M | 0.25% | +19+0.4% | Added |
| Rollins Financial Advisors, LLC | 4,866 | $3.01M | 0.48% | −347−6.7% | Reduced |
| Sound Income Strategies, LLC | 4,872 | $3.01M | 0.17% | −1,461−23.1% | Reduced |
| Centricity Wealth Management, LLC | 4,878 | $3.01M | 2.41% | −10.0% | Reduced |
| Smith, Salley & Associates | 4,886 | $3.02M | 0.17% | +262+5.7% | Added |
| Vega Investment Solutions | 4,889 | $3.02M | 0.71% | 00.0% | Unchanged |
| Fortress Financial Group, LLC | 4,895 | $3.02M | 2.56% | +30+0.6% | Added |
| Virtus Wealth Solutions LLC | 4,924 | $3.04M | 0.63% | +325+7.1% | Added |
| Cottage Street Advisors LLC | 4,937 | $3.05M | 1.59% | −150−2.9% | Reduced |
| PBMares Wealth Management LLC | 4,957 | $3.06M | 0.56% | +10.0% | Added |
| Black Diamond Financial, LLC | 4,961 | $3.07M | 0.48% | +14+0.3% | Added |
| Lion Street Advisors, LLC | 4,965 | $3.07M | 0.93% | +479+10.7% | Added |
| Asset Allocation & Management Company, LLC | 4,979 | $3.08M | 1.42% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 4,980 | $3.08M | 0.35% | +33+0.7% | Added |
| Patton Albertson Miller Group, LLC | 4,993 | $3.08M | 0.41% | +150+3.1% | Added |
| LGT Financial Advisors LLC | 4,996 | $3.09M | 7.83% | +1,410+39.3% | Added |
| Pennsylvania Capital Management Inc | 4,998 | $3.09M | 0.99% | +3,602+258.0% | Added |