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 |
|---|---|---|---|---|---|
| Smith Asset Management Co., LLC | 5,704 | $3.52M | 3.04% | +798+16.3% | Added |
| Gemmer Asset Management LLC | 5,714 | $3.53M | 0.32% | −141−2.4% | Reduced |
| Kelman-Lazarov, Inc. | 5,729 | $3.54M | 0.57% | −78−1.3% | Reduced |
| Weaver Consulting Group | 5,731 | $3.54M | 0.98% | +20.0% | Added |
| Tillman Hartley LLC | 5,741 | $3.55M | 1.00% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 5,744 | $3.55M | 0.19% | +250+4.6% | Added |
| Willis Johnson & Associates, Inc. | 5,754 | $3.55M | 0.24% | −215−3.6% | Reduced |
| Castleview Partners, LLC | 5,759 | $3.56M | 2.29% | +330+6.1% | Added |
| Next Capital Management LLC | 5,776 | $3.57M | 1.32% | −111−1.9% | Reduced |
| SC&H Financial Advisors, Inc. | 5,786 | $3.57M | 0.61% | −680−10.5% | Reduced |
| Camden Capital, LLC | 5,787 | $3.58M | 0.34% | −226−3.8% | Reduced |
| Capital City Trust Co | 5,788 | $3.58M | 0.93% | −74−1.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,798 | $3.58M | 0.41% | −278−4.6% | Reduced |
| Ewa, LLC | 5,799 | $3.58M | 1.13% | +4,563+369.2% | Added |
| Breed's Hill Capital LLC | 5,813 | $3.59M | 1.73% | −829−12.5% | Reduced |
| Roberts Glore & Co Inc | 5,816 | $3.59M | 1.05% | −201−3.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,818 | $3.59M | 0.64% | +563+10.7% | Added |
| Cape Cod Five Cents Savings Bank | 6,278 | $3.60M | 0.33% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 5,830 | $3.60M | 0.60% | −313−5.1% | Reduced |
| Fagan Associates, Inc. | 5,834 | $3.60M | 0.56% | −312−5.1% | Reduced |
| High Falls Advisors, Inc | 5,836 | $3.61M | 0.80% | +87+1.5% | Added |
| Towerpoint Wealth, LLC | 5,839 | $3.61M | 1.60% | −5−0.1% | Reduced |
| True North Advisors, LLC | 5,841 | $3.61M | 0.69% | −1,123−16.1% | Reduced |
| Gold Investment Management Ltd. | 5,852 | $3.61M | 1.36% | +88+1.5% | Added |
| Prasad Wealth Partners, LLC | 5,864 | $3.62M | 1.06% | −25−0.4% | Reduced |
| CWS Financial Advisors, LLC | 5,865 | $3.62M | 1.05% | +10.0% | Added |
| GW&K Investment Management, LLC | 5,865 | $3.62M | 0.03% | +50+0.9% | Added |
| Mystic Asset Management, Inc. | 5,868 | $3.63M | 0.88% | −26−0.4% | Reduced |
| Cascade Financial Partners, LLC | 5,876 | $3.63M | 0.44% | −592−9.2% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 5,878 | $3.63M | 1.26% | −41−0.7% | Reduced |
| GW Henssler & Associates Ltd | 5,882 | $3.63M | 0.19% | −10,566−64.2% | Reduced |
| Investment House LLC | 5,902 | $3.65M | 0.18% | −4,379−42.6% | Reduced |
| Mason & Associates, LLC | 5,917 | $3.66M | 0.92% | −230−3.7% | Reduced |
| Lynx Capital Group Ltd | 5,919 | $3.66M | 1.76% | −11−0.2% | Reduced |
| Horizon Investment Services, LLC | 5,925 | $3.66M | 1.60% | −8−0.1% | Reduced |
| First National Bank Sioux Falls | 5,929 | $3.66M | 1.34% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 5,947 | $3.67M | 1.21% | +1,276+27.3% | Added |
| Waycross Investment Management Co | 5,973 | $3.69M | 3.84% | +32+0.5% | Added |
| Univest Financial Corp | 5,976 | $3.69M | 0.22% | +817+15.8% | Added |
| Essex LLC | 5,993 | $3.70M | 0.73% | +18+0.3% | Added |
| Wynn Capital, LLC | 6,001 | $3.71M | 1.98% | +10.0% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,004 | $3.71M | 0.64% | +94+1.6% | Added |
| F&V Capital Management, LLC | 6,013 | $3.71M | 0.95% | −213−3.4% | Reduced |
| North Star Asset Management Inc | 6,019 | $3.72M | 0.16% | −7−0.1% | Reduced |
| Tritonpoint Wealth, LLC | 6,006 | $3.72M | 0.34% | −27−0.4% | Reduced |
| Menora Mivtachim Holdings Ltd. | 6,040 | $3.73M | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 6,045 | $3.73M | 0.14% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 6,046 | $3.74M | 1.35% | −858−12.4% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 6,051 | $3.74M | 0.70% | −56−0.9% | Reduced |
| KPP Advisory Services LLC | 6,057 | $3.74M | 0.62% | −232−3.7% | Reduced |
| Alpha Wealth Funds, LLC | 6,057 | $3.74M | 3.50% | −566−8.5% | Reduced |
| Northwest Bancshares, Inc. | 6,058 | $3.74M | 0.65% | −276−4.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 6,059 | $3.74M | 0.50% | −538−8.2% | Reduced |
| Capital Insight Partners, LLC | 6,060 | $3.74M | 0.65% | −57−0.9% | Reduced |
| Sky Investment Group LLC | – | $3.74M | 0.66% | – | – |
| Cove Private Wealth, LLC | 6,073 | $3.75M | 1.32% | +789+14.9% | Added |
| Tradition Wealth Management, LLC | 6,074 | $3.75M | 0.30% | −172−2.8% | Reduced |
| M3 Advisory Group, LLC | 6,087 | $3.76M | 2.60% | +70+1.2% | Added |
| GatePass Capital, LLC | 6,089 | $3.76M | 2.49% | +539+9.7% | Added |
| Grant Private Wealth Management Inc | 6,105 | $3.77M | 2.14% | +5,214+585.2% | Added |
| Coign Capital Advisors LLC | 6,109 | $3.78M | 2.56% | −1,627−21.0% | Reduced |
| PDS Planning, Inc | 6,111 | $3.78M | 0.28% | +40+0.7% | Added |
| Mayport, LLC | 6,143 | $3.80M | 0.91% | +167+2.8% | Added |
| Invst, LLC | 6,148 | $3.80M | 0.47% | −1,461−19.2% | Reduced |
| Fisher Asset Management, LLC | 6,150 | $3.80M | 0.00% | −5,212−45.9% | Reduced |
| Security Financial Services, INC. | 6,157 | $3.80M | 0.67% | −39−0.6% | Reduced |
| Pullen Investment Management, LLC | 6,165 | $3.81M | 2.29% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 6,168 | $3.81M | 1.56% | 00.0% | Unchanged |
| Sage Financial Group Inc | 6,174 | $3.81M | 0.28% | −714−10.4% | Reduced |
| Park Capital Management, LLC | 6,180 | $3.82M | 3.54% | +5,615+993.8% | Added |
| LOM Asset Management Ltd | 6,207 | $3.83M | 1.30% | +6,207 | New |
| Tanglewood Legacy Advisors, LLC | 6,214 | $3.84M | 1.58% | +25+0.4% | Added |
| Affiance Financial, LLC | 6,234 | $3.85M | 0.78% | +25+0.4% | Added |
| Ofc Financial Planning, LLC | 6,236 | $3.85M | 4.09% | −19−0.3% | Reduced |
| BCM Advisors, LLC | 6,068 | $3.85M | 0.82% | 00.0% | Unchanged |
| Councilmark Asset Management, LLC | 6,245 | $3.86M | 2.44% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 6,252 | $3.86M | 0.00% | +3,076+96.9% | Added |
| Colonial Trust Co | 6,259 | $3.87M | 0.56% | +41+0.7% | Added |
| Stonebridge Financial Group, LLC | 6,281 | $3.88M | 0.38% | −905−12.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 6,294 | $3.89M | 0.46% | −4−0.1% | Reduced |
| Farmers National Bank | 6,303 | $3.89M | 1.03% | −72−1.1% | Reduced |
| Abacus Planning Group, Inc. | 6,304 | $3.89M | 0.58% | −92−1.4% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 6,304 | $3.90M | 2.55% | −30−0.5% | Reduced |
| Stephenson & Company, Inc. | 6,306 | $3.90M | 2.37% | +30.0% | Added |
| Holistic Planning, LLC | 6,309 | $3.90M | 1.12% | −883−12.3% | Reduced |
| Fragasso Group Inc. | 6,310 | $3.90M | 0.26% | −51−0.8% | Reduced |
| Boston Trust Walden Corp | 6,318 | $3.90M | 0.03% | +493+8.5% | Added |
| FSM Wealth Advisors, LLC | 6,295 | $3.91M | 0.64% | +2,349+59.5% | Added |
| First United Bank Trust | 6,337 | $3.92M | 1.36% | −156−2.4% | Reduced |
| First Interstate Bank | 6,349 | $3.92M | 0.23% | +702+12.4% | Added |
| Jaffetilchin Investment Partners, LLC | 6,368 | $3.93M | 0.26% | +226+3.7% | Added |
| Beacon Financial Advisory LLC | 6,373 | $3.94M | 1.02% | −875−12.1% | Reduced |
| RFP Financial Group LLC | 6,385 | $3.94M | 1.63% | +4,757+292.2% | Added |
| ZRC Wealth Management, LLC | 6,390 | $3.95M | 1.56% | −581−8.3% | Reduced |
| Everett Harris & Co | 6,399 | $3.95M | 0.05% | −281−4.2% | Reduced |
| Alamea Verwaltungs GmbH | 6,401 | $3.95M | 2.98% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 6,402 | $3.96M | 0.54% | −110−1.7% | Reduced |
| Braun Stacey Associates Inc | 6,402 | $3.96M | 0.14% | −200−3.0% | Reduced |
| Quartz Partners, LLC | 6,405 | $3.96M | 1.81% | +3,717+138.3% | Added |
| Cahill Financial Advisors Inc | 6,407 | $3.96M | 0.49% | −89−1.4% | Reduced |