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 |
|---|---|---|---|---|---|
| Mirabaud & Cie SA | 6,411 | $3.96M | 1.26% | −360−5.3% | Reduced |
| BridgePort Financial Solutions, LLC | 6,412 | $3.96M | 1.32% | +497+8.4% | Added |
| Per Stirling Capital Management, LLC. | 6,412 | $3.96M | 0.52% | −184−2.8% | Reduced |
| Sterling Financial Group, Inc. | 6,413 | $3.96M | 1.33% | +85+1.3% | Added |
| Reynders McVeigh Capital Management, LLC | 6,420 | $3.97M | 0.20% | −358−5.3% | Reduced |
| North Capital, Inc. | 6,430 | $3.97M | 3.43% | +105+1.7% | Added |
| Opal Wealth Advisors, LLC | 6,241 | $3.98M | 1.10% | −314−4.8% | Reduced |
| M.E. Allison & Co., Inc. | 6,448 | $3.98M | 3.20% | +69+1.1% | Added |
| Traynor Capital Management, Inc. | 6,454 | $3.99M | 0.28% | +1,240+23.8% | Added |
| Abound Wealth Management | 6,468 | $4.00M | 1.13% | +420+6.9% | Added |
| American State Bank (Iowa) | 6,480 | $4.00M | 2.22% | 00.0% | Unchanged |
| Park National Corp | 6,493 | $4.01M | 0.13% | −18−0.3% | Reduced |
| Weinberger Asset Management, Inc | 6,498 | $4.01M | 1.55% | −870−11.8% | Reduced |
| Nuveen, LLC | 6,717 | $4.03M | 0.00% | −11,519−63.2% | Reduced |
| Capital Performance Advisors LLP | 6,536 | $4.04M | 0.79% | +217+3.4% | Added |
| LaSalle St. Investment Advisors, LLC | 6,541 | $4.04M | 1.11% | −12,321−65.3% | Reduced |
| Howard Wealth Management, LLC | 6,548 | $4.05M | 2.04% | −17−0.3% | Reduced |
| Eagle Global Advisors LLC | 6,553 | $4.05M | 0.16% | −380−5.5% | Reduced |
| Investmark Advisory Group LLC | 6,554 | $4.05M | 1.90% | +110+1.7% | Added |
| Retirement Guys Formula LLC | 6,559 | $4.05M | 1.54% | −1,911−22.6% | Reduced |
| Metlife Inc | 6,560 | $4.05M | 39.00% | −164−2.4% | Reduced |
| City Holding Co | 6,564 | $4.06M | 0.53% | +378+6.1% | Added |
| Wetzel Investment Advisors, Inc. | 6,548 | $4.06M | 1.86% | −58−0.9% | Reduced |
| Signature Securities Group Corporation | 6,555 | $4.06M | 1.12% | +387+6.3% | Added |
| Morse Asset Management, Inc | 6,585 | $4.07M | 0.89% | +5,793+731.4% | Added |
| Keebeck Wealth Management, LLC | 6,567 | $4.07M | 0.53% | +365+5.9% | Added |
| Invesco Ltd. | 6,588 | $4.07M | 0.00% | −21,632−76.7% | Reduced |
| Midland Wealth Advisors LLC | 6,596 | $4.08M | 0.23% | +311+4.9% | Added |
| Enclave Advisors LLC | 6,598 | $4.08M | 0.66% | +5+0.1% | Added |
| Horizon Wealth Management, LLC | 6,601 | $4.08M | 0.72% | +1,864+39.3% | Added |
| Home Federal Bank of Tennessee | 6,602 | $4.08M | 1.16% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6,610 | $4.08M | 1.49% | +695+11.7% | Added |
| Bennett Selby Investments LP | 6,624 | $4.09M | 1.46% | +138+2.1% | Added |
| Koss-Olinger Consulting, LLC | 6,628 | $4.10M | 0.34% | +1,273+23.8% | Added |
| Orgel Wealth Management, LLC | 6,651 | $4.11M | 0.10% | +54+0.8% | Added |
| SeaBridge Investment Advisors LLC | 6,655 | $4.11M | 0.76% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 6,655 | $4.11M | 1.46% | +54+0.8% | Added |
| Insight Wealth Strategies, LLC | 6,665 | $4.12M | 0.52% | +41+0.6% | Added |
| Texas Capital Bancshares Inc | 6,684 | $4.13M | 1.49% | −127−1.9% | Reduced |
| Pacitti Group Inc. | 6,684 | $4.14M | 1.79% | −137−2.0% | Reduced |
| Drucker Wealth 3.0, LLC | 6,636 | $4.14M | 0.80% | −4−0.1% | Reduced |
| Stephenson National Bank & Trust | 6,704 | $4.14M | 1.34% | −560−7.7% | Reduced |
| Woodmont Investment Counsel LLC | 6,708 | $4.14M | 0.27% | +427+6.8% | Added |
| Semitam Bonam LLC | 6,709 | $4.15M | 3.90% | +6,709 | New |
| Zions Bancorporation, National Association | 6,719 | $4.15M | 0.22% | −43−0.6% | Reduced |
| Strategic Investment Management, LLC | 6,720 | $4.15M | 2.22% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 6,727 | $4.16M | 0.81% | −11−0.2% | Reduced |
| Essex Savings Bank | 6,738 | $4.16M | 0.99% | +969+16.8% | Added |
| Thoroughbred Financial Services, LLC | 6,743 | $4.17M | 0.29% | −509−7.0% | Reduced |
| Highland Capital Management, LLC | 6,748 | $4.17M | 0.23% | −4−0.1% | Reduced |
| Semus Wealth Partners LLC | 6,749 | $4.17M | 2.70% | −214−3.1% | Reduced |
| Roffman Miller Associates Inc | 6,762 | $4.18M | 0.25% | +220+3.4% | Added |
| Aegis Wealth Management LLC | 7,470 | $4.18M | 2.51% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 6,774 | $4.19M | 0.89% | −107−1.6% | Reduced |
| Generation Capital Management LLC | 6,785 | $4.19M | 3.32% | −161−2.3% | Reduced |
| Platform Technology Partners | 6,796 | $4.20M | 1.10% | −328−4.6% | Reduced |
| VanderPol Investments L.L.C. | 6,800 | $4.20M | 8.83% | −7,000−50.7% | Reduced |
| Ironclad Investments LLC | 6,805 | $4.20M | 2.14% | 00.0% | Unchanged |
| Courage Capital Management LLC | 6,821 | $4.21M | 6.21% | +5,821+582.1% | Added |
| Merkkuri Wealth Advisors LLC | 6,829 | $4.22M | 3.20% | −1,402−17.0% | Reduced |
| Tradewinds, LLC. | 6,829 | $4.22M | 3.20% | +6,829 | New |
| Cascades Capital Asset Management, LLC | 6,861 | $4.24M | 2.18% | +4+0.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 6,861 | $4.24M | 0.33% | −500−6.8% | Reduced |
| Fullerton Fund Management Co Ltd. | 6,882 | $4.25M | 0.17% | +4,177+154.4% | Added |
| Clarendon Private LLC | 6,888 | $4.26M | 4.09% | −70−1.0% | Reduced |
| Rational Advisors LLC | 6,889 | $4.26M | 0.42% | −23−0.3% | Reduced |
| Charter Oak Capital Management, LLC | 6,890 | $4.26M | 0.36% | −111−1.6% | Reduced |
| Clear Point Advisors Inc. | 6,893 | $4.26M | 3.59% | +67+1.0% | Added |
| Consolidated Portfolio Review Corp | 6,896 | $4.26M | 0.59% | +2,142+45.1% | Added |
| Edge Wealth Management LLC | 6,896 | $4.27M | 0.82% | +163+2.4% | Added |
| Ridgecrest Wealth Partners, LLC | 6,904 | $4.27M | 2.25% | −1,075−13.5% | Reduced |
| Crumly & Associates Inc. | 6,910 | $4.27M | 1.04% | +4,294+164.1% | Added |
| D. Scott Neal, Inc. | 6,921 | $4.28M | 2.13% | +6,425+1,295.4% | Added |
| Moneda S.A. Administradora General de Fondos | 6,954 | $4.30M | 4.66% | −76−1.1% | Reduced |
| Visionary Wealth Advisors | 6,991 | $4.32M | 0.22% | −1,342−16.1% | Reduced |
| Continuum Advisory, LLC | 6,995 | $4.32M | 0.52% | +105+1.5% | Added |
| Libra Wealth LLC | 6,999 | $4.32M | 1.41% | +1,296+22.7% | Added |
| Innova Wealth Partners | 7,020 | $4.34M | 2.55% | +2,307+48.9% | Added |
| Nikulski Financial, Inc. | 7,032 | $4.34M | 1.19% | −99−1.4% | Reduced |
| Signature Wealth Management Partners, LLC | 7,045 | $4.35M | 2.49% | −29−0.4% | Reduced |
| Resolute Wealth Strategies, LLC | 7,047 | $4.35M | 2.33% | −87−1.2% | Reduced |
| Sonata Capital Group Inc | 7,053 | $4.36M | 1.74% | +237+3.5% | Added |
| Pictet North America Advisors SA | 7,076 | $4.37M | 0.44% | +229+3.3% | Added |
| Boston Research & Management Inc | 7,095 | $4.38M | 1.04% | +10.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 6,822 | $4.38M | 1.42% | −253−3.6% | Reduced |
| ICONIQ Capital, LLC | 7,119 | $4.40M | 0.07% | +4+0.1% | Added |
| Hamilton Point Investment Advisors, LLC | 7,109 | $4.40M | 0.73% | −180−2.5% | Reduced |
| Delta Investment Management, LLC | 7,131 | $4.41M | 0.85% | −318−4.3% | Reduced |
| Financial Perspectives, Inc | 7,140 | $4.41M | 1.33% | +228+3.3% | Added |
| Arcus Capital Partners, LLC | 7,141 | $4.41M | 1.91% | −1,123−13.6% | Reduced |
| Two Point Capital Management, Inc. | 7,147 | $4.42M | 1.88% | +7,147 | New |
| Catalyst Private Wealth, LLC | 7,165 | $4.43M | 1.97% | +76+1.1% | Added |
| Monograph Wealth Advisors, LLC | 7,149 | $4.43M | 0.55% | +550+8.3% | Added |
| Winch Advisory Services, LLC | 7,165 | $4.43M | 1.08% | +482+7.2% | Added |
| ABLE Financial Group, LLC | 7,172 | $4.43M | 1.07% | −923−11.4% | Reduced |
| Waterfront Wealth Inc. | 7,174 | $4.43M | 0.99% | +348+5.1% | Added |
| Tennessee Valley Asset Management Partners | 7,179 | $4.44M | 1.13% | −1,162−13.9% | Reduced |
| HORAN Wealth, LLC | 7,182 | $4.44M | 1.36% | +7,182 | New |
| Capital Wealth Alliance, LLC | 7,187 | $4.44M | 2.39% | +421+6.2% | Added |
| Quarry LP | 7,200 | $4.45M | 1.03% | +4,307+148.9% | Added |