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 |
|---|---|---|---|---|---|
| Broderick Brian C | 5,000 | $3.09M | 0.61% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 5,002 | $3.09M | 1.37% | +130+2.7% | Added |
| Asset Management Group, Inc. | 5,008 | $3.09M | 0.54% | −28−0.6% | Reduced |
| Compass Wealth Management LLC | 5,010 | $3.10M | 0.74% | −101−2.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,016 | $3.10M | 0.29% | −31−0.6% | Reduced |
| Rede Wealth, LLC | 5,033 | $3.11M | 1.12% | −196−3.7% | Reduced |
| Financial Advisory Corp | 5,037 | $3.11M | 0.94% | +26+0.5% | Added |
| Wealth Management Partners, LLC | 5,019 | $3.12M | 1.10% | +21+0.4% | Added |
| Welch Group, LLC | 5,052 | $3.12M | 0.13% | +1,352+36.5% | Added |
| Evelyn Partners Investment Management LLP | 5,059 | $3.13M | 0.10% | −368−6.8% | Reduced |
| Madrona Financial Services, LLC | 5,062 | $3.13M | 0.75% | +574+12.8% | Added |
| Epiq Partners, LLC | 5,069 | $3.13M | 1.60% | −201−3.8% | Reduced |
| Beaumont Financial Advisors, LLC | 5,075 | $3.14M | 0.23% | −116−2.2% | Reduced |
| Hallmark Capital Management Inc | 5,078 | $3.14M | 0.23% | −1,104−17.9% | Reduced |
| Morton Capital Management LLC | 5,082 | $3.14M | 0.56% | +587+13.1% | Added |
| Lawson Kroeker Investment Management Inc | 5,083 | $3.14M | 0.58% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 5,062 | $3.14M | 0.66% | 00.0% | Unchanged |
| Greenfield Savings Bank | 5,091 | $3.15M | 1.43% | +334+7.0% | Added |
| Cito Capital Group, LLC | 5,080 | $3.15M | 1.10% | +5,080 | New |
| Beta Wealth Group, Inc. | 5,097 | $3.15M | 1.15% | +2,428+91.0% | Added |
| Noesis Capital Mangement Corp | 5,106 | $3.15M | 0.55% | +8+0.2% | Added |
| Bank Ozk | 5,120 | $3.16M | 1.21% | +5+0.1% | Added |
| Strait & Sound Wealth Management LLC | 5,125 | $3.17M | 1.34% | −705−12.1% | Reduced |
| Duncan Williams Asset Management, LLC | 5,129 | $3.17M | 1.00% | +45+0.9% | Added |
| Warner Financial, Inc | 5,137 | $3.17M | 1.31% | −337−6.2% | Reduced |
| Cooper Financial Group | 5,154 | $3.18M | 0.37% | −1,052−17.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,157 | $3.19M | 0.35% | −80−1.5% | Reduced |
| Leeward Financial Partners, LLC | 5,164 | $3.19M | 1.01% | −50−1.0% | Reduced |
| Verus Financial Partners, Inc. | 5,116 | $3.19M | 0.33% | +174+3.5% | Added |
| Paladin Advisory Group, LLC | 5,189 | $3.21M | 2.45% | −36−0.7% | Reduced |
| Bordeaux Wealth Advisors LLC | 5,192 | $3.21M | 0.41% | +2,980+134.7% | Added |
| Shared Vision Wealth Group LLC | 5,082 | $3.21M | 1.60% | −32−0.6% | Reduced |
| Fielder Capital Group LLC | 5,201 | $3.21M | 0.86% | −325−5.9% | Reduced |
| McDaniel Terry & Co | 5,203 | $3.21M | 0.26% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 5,206 | $3.22M | 1.07% | −113−2.1% | Reduced |
| Summit Financial Strategies, Inc. | 5,227 | $3.23M | 0.30% | +92+1.8% | Added |
| Evergreen Advisors, LLC | 5,232 | $3.23M | 0.86% | −21−0.4% | Reduced |
| Omega Financial Group, LLC | 5,239 | $3.24M | 1.17% | −2,523−32.5% | Reduced |
| Power Wealth Management LLC | 5,248 | $3.24M | 1.25% | −1,965−27.2% | Reduced |
| WMG Financial Advisors, LLC | 5,261 | $3.25M | 1.20% | +2,266+75.7% | Added |
| Outlook Wealth Advisors, LLC | 5,270 | $3.26M | 0.84% | +970+22.6% | Added |
| Park Square Financial Group, LLC | 5,272 | $3.26M | 2.36% | −1,579−23.0% | Reduced |
| Mason Investment Advisory Services, Inc. | 5,286 | $3.27M | 0.18% | −55−1.0% | Reduced |
| Wealthquest Corp | 5,290 | $3.27M | 0.26% | +115+2.2% | Added |
| Greykasell Wealth Strategies, Inc. | 5,291 | $3.27M | 1.57% | −249−4.5% | Reduced |
| Bangor Savings Bank | 5,295 | $3.27M | 0.29% | +447+9.2% | Added |
| Meridian Investment Counsel Inc. | 5,297 | $3.27M | 0.89% | −180−3.3% | Reduced |
| Evensky & Katz LLC | 5,302 | $3.28M | 0.20% | +4+0.1% | Added |
| Eagle Wealth Strategies LLC | 5,311 | $3.28M | 1.84% | +20.0% | Added |
| Harmony Asset Management LLC | 5,316 | $3.28M | 1.23% | −72−1.3% | Reduced |
| Caitlin John, LLC | 5,322 | $3.29M | 3.00% | +2,986+127.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 5,323 | $3.29M | 0.61% | −9−0.2% | Reduced |
| Charter Research & Investment Group, Inc. | 5,333 | $3.29M | 2.46% | 00.0% | Unchanged |
| Fortitude Financial, LLC | 56,090 | $3.30M | 3.95% | +54,566+3,580.4% | Added |
| Waters Parkerson & Co., LLC | 5,336 | $3.30M | 0.16% | 00.0% | Unchanged |
| OP Asset Management Ltd | 5,345 | $3.30M | 0.05% | 00.0% | Unchanged |
| Middleton & Co Inc | 5,351 | $3.31M | 0.37% | +9+0.2% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 5,359 | $3.31M | 4.27% | +2,817+110.8% | Added |
| Sittner & Nelson, LLC | 5,370 | $3.32M | 1.33% | +10.0% | Added |
| Beaird Harris Wealth Management, LLC | 5,375 | $3.32M | 0.26% | −9−0.2% | Reduced |
| Sivia Capital Partners, LLC | 5,379 | $3.32M | 1.13% | −10.0% | Reduced |
| Green Square Capital Advisors LLC | 5,380 | $3.32M | 0.39% | +3,031+129.0% | Added |
| Redmont Wealth Advisors LLC | 5,391 | $3.33M | 4.89% | +849+18.7% | Added |
| Maripau Wealth Management LLC | 5,410 | $3.33M | 1.68% | +301+5.9% | Added |
| Evelyn Partners Asset Management Ltd | 5,398 | $3.34M | 0.85% | +258+5.0% | Added |
| Watershed Private Wealth LLC | 5,400 | $3.34M | 1.21% | +232+4.5% | Added |
| Epacria Capital Partners, LLC | 5,432 | $3.36M | 2.80% | −9,568−63.8% | Reduced |
| Empowered Funds, LLC | 5,435 | $3.36M | 0.04% | −10,666−66.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,439 | $3.36M | 0.14% | +61+1.1% | Added |
| Octavia Wealth Advisors, LLC | 5,435 | $3.37M | 0.38% | −633−10.4% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 5,455 | $3.37M | 1.73% | −38−0.7% | Reduced |
| Financial Advisors Network, Inc. | 5,463 | $3.38M | 0.51% | +329+6.4% | Added |
| Denver Wealth Management, Inc. | 5,463 | $3.38M | 1.40% | +619+12.8% | Added |
| Spirepoint Private Client, LLC | 5,488 | $3.39M | 0.38% | −93−1.7% | Reduced |
| Mitchell Sinkler & Starr | 5,495 | $3.40M | 1.62% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 5,511 | $3.41M | 0.43% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 5,517 | $3.41M | 0.63% | +359+7.0% | Added |
| Summit Place Financial Advisors, LLC | 5,518 | $3.41M | 1.72% | +25+0.5% | Added |
| Northstar Group, Inc. | 5,524 | $3.41M | 0.53% | +597+12.1% | Added |
| Parisi Gray Wealth Management | 5,543 | $3.42M | 0.98% | −92−1.6% | Reduced |
| First County Bank | 5,547 | $3.43M | 1.84% | −337−5.7% | Reduced |
| Hassell Wealth Management, LLC | 5,421 | $3.44M | 1.26% | +17+0.3% | Added |
| Fountainhead AM, LLC | 5,585 | $3.45M | 0.50% | +298+5.6% | Added |
| BankPlus Wealth Management LLC | 5,587 | $3.45M | 2.29% | −26−0.5% | Reduced |
| Holderness Investments Co | 5,595 | $3.46M | 0.74% | +508+10.0% | Added |
| Donaldson Capital Management, LLC | 5,597 | $3.46M | 0.13% | −2,449−30.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,614 | $3.47M | 0.83% | −126−2.2% | Reduced |
| Cornerstone Advisory, LLC | 5,614 | $3.47M | 0.37% | −39−0.7% | Reduced |
| Gilbert & Cook, Inc. | 5,618 | $3.47M | 0.47% | +157+2.9% | Added |
| Duncker Streett & Co Inc | 5,632 | $3.48M | 0.64% | +34+0.6% | Added |
| Parsons Capital Management Inc | 5,641 | $3.49M | 0.21% | +204+3.8% | Added |
| Macroview Investment Management LLC | 5,641 | $3.49M | 2.86% | +1,426+33.8% | Added |
| Wallington Asset Management, LLC | 5,642 | $3.49M | 0.49% | +439+8.4% | Added |
| Ironwood Investment Counsel, LLC | 5,659 | $3.50M | 0.54% | +356+6.7% | Added |
| Wood Tarver Financial Group, LLC | 5,661 | $3.50M | 1.05% | +336+6.3% | Added |
| SkyView Investment Advisors, LLC | 5,700 | $3.50M | 0.50% | 00.0% | Unchanged |
| Breakwater Capital Group | 5,675 | $3.51M | 0.57% | −6−0.1% | Reduced |
| Burney Co | 5,687 | $3.51M | 0.12% | +376+7.1% | Added |
| Optima Capital LLC | 5,686 | $3.52M | 1.89% | +723+14.6% | Added |
| Curbstone Financial Management Corp | 5,703 | $3.52M | 0.72% | +1,810+46.5% | Added |