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 |
|---|---|---|---|---|---|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,204 | $4.45M | 0.29% | +4,094+131.6% | Added |
| Pictet Bank & Trust Ltd | 7,220 | $4.46M | 5.23% | −840−10.4% | Reduced |
| Resurgent Financial Advisors LLC | 7,243 | $4.47M | 2.46% | −387−5.1% | Reduced |
| Alterna Wealth Management, Inc | 7,244 | $4.48M | 3.58% | −1,343−15.6% | Reduced |
| Liberty Square Wealth Partners LLC | 7,257 | $4.48M | 1.55% | +4+0.1% | Added |
| DHJJ Financial Advisors, Ltd. | 7,262 | $4.49M | 1.62% | +58+0.8% | Added |
| Total Clarity Wealth Management, Inc. | 7,272 | $4.49M | 1.29% | −374−4.9% | Reduced |
| LBMC Investment Advisors, LLC | 7,274 | $4.49M | 0.32% | +16+0.2% | Added |
| Chesapeake Wealth Management | 7,300 | $4.51M | 1.50% | −205−2.7% | Reduced |
| Raffa Wealth Management, LLC | 7,303 | $4.51M | 0.90% | −8−0.1% | Reduced |
| Arrow Financial Corp | 7,315 | $4.52M | 0.48% | −11−0.2% | Reduced |
| XML Financial, LLC | 7,326 | $4.53M | 0.39% | +475+6.9% | Added |
| DRW Securities, LLC | 7,350 | $4.54M | 0.32% | +7,350 | New |
| Rockingstone Advisors LLC | 7,356 | $4.54M | 2.39% | −4,524−38.1% | Reduced |
| Sagespring Wealth Partners, LLC | 143,086 | $4.56M | 0.10% | −265−0.2% | Reduced |
| Family Legacy, Inc. | 7,383 | $4.56M | 1.48% | +191+2.7% | Added |
| Assetmark, Inc | 7,385 | $4.56M | 0.01% | +2,909+65.0% | Added |
| Journey Beyond Wealth, LLC | 7,390 | $4.57M | 3.85% | −5−0.1% | Reduced |
| AtlasMark Financial, Inc | 7,430 | $4.59M | 3.49% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 7,440 | $4.60M | 2.80% | +18+0.2% | Added |
| Madden Advisory Services, Inc. | 7,450 | $4.60M | 1.96% | +15+0.2% | Added |
| Alley Investment Management Company, LLC | 7,450 | $4.60M | 0.56% | −21−0.3% | Reduced |
| Sonora Investment Management Group, LLC | 7,466 | $4.61M | 0.34% | +482+6.9% | Added |
| Victory Capital Management Inc | 7,485 | $4.62M | 0.00% | −4,804−39.1% | Reduced |
| BlueSky Wealth Advisors, LLC | 7,486 | $4.63M | 0.67% | −820−9.9% | Reduced |
| Single Point Partners, LLC | 7,497 | $4.63M | 1.01% | −79−1.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 7,489 | $4.64M | 0.31% | −101−1.3% | Reduced |
| Blankinship & Foster, LLC | 7,512 | $4.64M | 1.09% | −40−0.5% | Reduced |
| Icapital Wealth LLC | 7,514 | $4.64M | 2.64% | +166+2.3% | Added |
| Optivise Advisory Services LLC | 7,535 | $4.66M | 2.38% | +2,342+45.1% | Added |
| McAdam, LLC | 7,547 | $4.66M | 0.26% | +659+9.6% | Added |
| DDD Partners, LLC | 7,558 | $4.67M | 0.50% | +123+1.7% | Added |
| Options Solutions, LLC | 7,573 | $4.68M | 1.68% | −344−4.3% | Reduced |
| Heritage Investment Group, Inc. | 7,593 | $4.69M | 0.81% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 7,596 | $4.69M | 0.62% | +276+3.8% | Added |
| Allegheny Financial Group LTD | 7,625 | $4.71M | 1.05% | +105+1.4% | Added |
| Aldebaran Financial Inc. | 7,638 | $4.72M | 5.22% | +498+7.0% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 7,654 | $4.74M | 15.34% | +4,243+124.4% | Added |
| Climber Capital SA | 7,708 | $4.74M | 3.04% | −27−0.3% | Reduced |
| Little House Capital LLC | 7,670 | $4.74M | 1.19% | −88−1.1% | Reduced |
| Evernest Financial Advisors, LLC | 7,674 | $4.74M | 1.53% | −58−0.8% | Reduced |
| Pegasus Asset Management, Inc. | 7,681 | $4.75M | 1.63% | −51−0.7% | Reduced |
| Avalon Trust Co | 7,687 | $4.75M | 0.35% | +817+11.9% | Added |
| Pines Wealth Management, LLC | 7,596 | $4.75M | 1.68% | +405+5.6% | Added |
| Objective Capital Management, LLC | 7,690 | $4.75M | 5.34% | +131+1.7% | Added |
| Long Run Wealth Advisors, LLC | 7,699 | $4.76M | 1.00% | −5−0.1% | Reduced |
| Oribel Capital Management, LP | 7,700 | $4.76M | 0.25% | −700−8.3% | Reduced |
| BHK Investment Advisors, LLC | 7,704 | $4.76M | 1.86% | +2,765+56.0% | Added |
| Ledyard National Bank | 7,716 | $4.77M | 0.45% | +16+0.2% | Added |
| Revolve Wealth Partners, LLC | 7,723 | $4.77M | 0.62% | +693+9.9% | Added |
| ELCO Management Co., LLC | 7,727 | $4.77M | 2.50% | −27−0.3% | Reduced |
| NFP Retirement, Inc. | 7,739 | $4.78M | 0.32% | +1,610+26.3% | Added |
| McDonald Partners LLC | 7,780 | $4.81M | 1.15% | −40−0.5% | Reduced |
| Jackson Wealth Management, LLC | 7,792 | $4.81M | 0.52% | −31,401−80.1% | Reduced |
| Renaissance Technologies LLC | 7,800 | $4.82M | 0.01% | +7,800 | New |
| Vigilare Wealth Management | 7,810 | $4.83M | 1.81% | +7,396+1,786.5% | Added |
| MidWestOne Financial Group, Inc. | 7,820 | $4.83M | 0.63% | 00.0% | Unchanged |
| Rossmore Private Capital | 7,829 | $4.84M | 0.56% | +1,537+24.4% | Added |
| Almanack Investment Partners, LLC. | 7,830 | $4.84M | 0.77% | +360+4.8% | Added |
| Monticello Wealth Management, LLC | 7,870 | $4.86M | 0.37% | −20.0% | Reduced |
| RKL Wealth Management LLC | 7,898 | $4.88M | 0.43% | −939−10.6% | Reduced |
| Cohen Capital Management, Inc. | 7,899 | $4.88M | 0.79% | +20.0% | Added |
| Rebalance, LLC | 7,905 | $4.88M | 0.33% | +30.0% | Added |
| TruWealth Advisors, LLC | 7,911 | $4.89M | 0.27% | +81+1.0% | Added |
| M1 Capital Management LLC | 7,932 | $4.90M | 2.47% | −155−1.9% | Reduced |
| Clientfirst Wealth Management, LLC | 7,950 | $4.91M | 5.02% | 00.0% | Unchanged |
| Inspire Trust Co, N.A. | 7,978 | $4.93M | 1.02% | −2,687−25.2% | Reduced |
| Abacus Wealth Partners, LLC | 7,992 | $4.94M | 0.75% | +2,054+34.6% | Added |
| Bayesian Capital Management, LP | 8,000 | $4.94M | 0.78% | −7,900−49.7% | Reduced |
| Russell Investments Group, Ltd. | 8,004 | $4.95M | 0.01% | +396+5.2% | Added |
| Dunhill Financial, LLC | 8,036 | $4.97M | 1.44% | +1,086+15.6% | Added |
| Rialto Wealth Management, LLC | 8,036 | $4.97M | 1.39% | +17+0.2% | Added |
| Chapin Davis, Inc. | 8,038 | $4.97M | 1.37% | −576−6.7% | Reduced |
| Anchor Investment Management, LLC | 8,044 | $4.97M | 0.44% | −43−0.5% | Reduced |
| Pacific Financial Group Inc | 8,075 | $4.99M | 3.89% | −662−7.6% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 8,107 | $5.01M | 0.86% | −338−4.0% | Reduced |
| Syntax Research, Inc. | 8,122 | $5.02M | 3.56% | +54+0.7% | Added |
| Luminvest Wealth Management LLC | 8,106 | $5.02M | 1.80% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 8,143 | $5.03M | 2.61% | −84−1.0% | Reduced |
| Abel Hall, LLC | 8,148 | $5.03M | 2.33% | 00.0% | Unchanged |
| Laraway Financial Inc | 8,178 | $5.05M | 3.83% | −116−1.4% | Reduced |
| Amussen Hunsaker Associates LLC | 8,210 | $5.09M | 0.57% | −3,082−27.3% | Reduced |
| Full Sail Capital, LLC | 8,248 | $5.10M | 0.29% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 8,253 | $5.10M | 0.38% | +607+7.9% | Added |
| Alpha Cubed Investments, LLC | 8,253 | $5.10M | 0.19% | +30+0.4% | Added |
| Richmond Investment Services, LLC | 8,267 | $5.11M | 1.08% | +4,396+113.6% | Added |
| Deltec Asset Management LLC | 8,298 | $5.13M | 0.91% | −455−5.2% | Reduced |
| Capital Asset Advisory Services LLC | 8,324 | $5.14M | 0.24% | +3,238+63.7% | Added |
| GAMMA Investing LLC | 8,325 | $5.14M | 0.33% | +218+2.7% | Added |
| Greenup Street Wealth Management LLC | 8,325 | $5.14M | 0.90% | +9+0.1% | Added |
| WorthPointe, LLC | 8,332 | $5.15M | 2.17% | +90+1.1% | Added |
| Compass Capital Corp | 8,527 | $5.16M | 2.43% | −7−0.1% | Reduced |
| Woodstock Corp | 8,353 | $5.16M | 0.47% | +428+5.4% | Added |
| NWK Group, Inc. | 8,358 | $5.16M | 1.81% | +26+0.3% | Added |
| Northeast Investment Management | 8,368 | $5.17M | 0.22% | +248+3.1% | Added |
| Element Wealth, LLC | 8,378 | $5.18M | 2.38% | −91−1.1% | Reduced |
| Bellwether Advisors, LLC | 8,422 | $5.20M | 0.89% | +130+1.6% | Added |
| Windsor Capital Management, LLC | 8,424 | $5.20M | 1.52% | −312−3.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,333 | $5.22M | 2.92% | 00.0% | Unchanged |
| Q3 Asset Management | 8,453 | $5.22M | 1.84% | +802+10.5% | Added |