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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Riversedge Advisors, LLC | 433 | $267.3K | 0.05% | −91−17.4% | Reduced |
| Bond & Devick Financial Network, Inc. | 434 | $268.1K | 0.09% | 00.0% | Unchanged |
| Argent Capital Management LLC | 435 | $268.8K | 0.01% | +435 | New |
| M Wealth Management, LLC | 437 | $270.0K | 0.25% | 00.0% | Unchanged |
| O'Connor Financial Group LLC | 432 | $270.4K | 0.12% | +432 | New |
| Toroso Investments, LLC | 440 | $271.9K | 0.00% | −1,780−80.2% | Reduced |
| FIDELIS iM, LLC | 440 | $271.9K | 0.12% | +440 | New |
| Sunburst Financial Group, LLC | 440 | $272.1K | 0.06% | +440 | New |
| Jackson Thornton Asset Management, LLC | 440 | $272.9K | 0.03% | −15−3.3% | Reduced |
| Pachira Investments Inc. | 443 | $273.8K | 0.21% | +1+0.2% | Added |
| Beckerman Institutional, LLC | 443 | $274.0K | 0.18% | −191−30.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 443 | $274.0K | 0.15% | +65+17.2% | Added |
| Golden Reserve Retirement LLC | 443 | $274.0K | 0.09% | +443 | New |
| DORVAL Corp | 444 | $274.2K | 0.10% | +2+0.5% | Added |
| Banco BTG Pactual S.A. | 444 | $274.3K | 0.06% | −152−25.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 445 | $274.9K | 0.11% | −983−68.8% | Reduced |
| Golden Bell Financial Planning LLC | 448 | $276.8K | 0.26% | −1−0.2% | Reduced |
| Clifford Group, LLC | 449 | $277.3K | 0.23% | −227−33.6% | Reduced |
| Tme Financial, Inc. | 449 | $277.6K | 0.22% | +3+0.7% | Added |
| Ramirez Asset Management, Inc. | 450 | $278.0K | 0.04% | −200−30.8% | Reduced |
| Schulhoff & Co Inc | 450 | $278.0K | 0.12% | 00.0% | Unchanged |
| Magnolia Private Wealth, LLC | 450 | $278.0K | 0.22% | +450 | New |
| Clay Northam Wealth Management, LLC | 451 | $278.6K | 0.18% | −17−3.6% | Reduced |
| Lauterbach Financial Advisors, LLC | 451 | $278.6K | 0.15% | 00.0% | Unchanged |
| Integrated Capital Management, LLC | 443 | $279.0K | 0.13% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 452 | $279.4K | 0.04% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 453 | $279.9K | 0.05% | −113−20.0% | Reduced |
| Investment Counsel Co of Nevada | 453 | $280.0K | 0.57% | +13+3.0% | Added |
| Kingdom Financial Group LLC. | 454 | $280.4K | 0.25% | +454 | New |
| Westhampton Capital, LLC | 455 | $281.1K | 0.15% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 456 | $281.7K | 0.05% | −145−24.1% | Reduced |
| Mascoma Wealth Management LLC | 456 | $281.7K | 0.07% | 00.0% | Unchanged |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 443 | $282.0K | 0.21% | −10−2.2% | Reduced |
| Uhlmann Price Securities, LLC | 458 | $282.9K | 0.20% | −84−15.5% | Reduced |
| Advisory Research Inc | 458 | $283.0K | 0.04% | +458 | New |
| Caldwell Sutter Capital, Inc. | 461 | $284.8K | 0.13% | +18+4.1% | Added |
| DAGCO, Inc. | 462 | $285.4K | 0.08% | 00.0% | Unchanged |
| Concentrum Wealth Management | 462 | $285.5K | 0.09% | +17+3.8% | Added |
| Moulton Wealth Management, Inc | 457 | $285.9K | 0.22% | −10−2.1% | Reduced |
| Colton Groome Financial Advisors, LLC | 464 | $286.7K | 0.10% | 00.0% | Unchanged |
| Stevens Capital Management LP | 464 | $287.0K | 0.08% | −29,236−98.4% | Reduced |
| RMG Wealth Management LLC | 1,328 | $289.0K | 0.04% | +1,328 | New |
| Greenwood Capital Associates LLC | 468 | $289.2K | 0.04% | −427−47.7% | Reduced |
| Ballew Advisors, Inc | 463 | $289.3K | 0.17% | +3+0.7% | Added |
| Tamar Securities, LLC | 469 | $289.8K | 0.04% | +469 | New |
| TradeWell Securities, LLC. | 474 | $292.7K | 0.14% | +37+8.5% | Added |
| Sarver Vrooman Wealth Advisors | 474 | $292.9K | 0.19% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 475 | $293.5K | 0.08% | +475 | New |
| Reliant Investment Partners, LLC | 476 | $294.1K | 0.26% | 00.0% | Unchanged |
| Quantum Financial Planning Services, Inc. | 476 | $294.1K | 0.14% | +476 | New |
| Fox Hill Wealth Management | 478 | $295.1K | 0.15% | +12+2.6% | Added |
| Gray Private Wealth, LLC | 478 | $295.2K | 0.16% | −56−10.5% | Reduced |
| Blackhill Capital Inc | 478 | $295.3K | 0.02% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 478 | $295.5K | 0.07% | −274−36.4% | Reduced |
| Weybosset Research & Management LLC | 480 | $296.6K | 0.10% | 00.0% | Unchanged |
| Advisory Resource Group | 483 | $298.4K | 0.06% | +115+31.3% | Added |
| Schmidt P J Investment Management Inc | 485 | $299.7K | 0.05% | −35−6.7% | Reduced |
| Mullooly Asset Management, Inc. | 487 | $300.9K | 0.13% | +2+0.4% | Added |
| Schiavi & Co LLC | 488 | $301.5K | 0.10% | 00.0% | Unchanged |
| Somerville Kurt F | 490 | $302.7K | 0.05% | +40+8.9% | Added |
| Continental Investors Services, Inc. | 490 | $303.9K | 0.55% | +5+1.0% | Added |
| Cypress Point Wealth Management, LLC | 492 | $303.9K | 0.07% | +5+1.0% | Added |
| Clear Investment Research, LLC | 493 | $304.6K | 0.38% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 494 | $305.1K | 0.20% | +494 | New |
| Fiduciary Advisors, Inc. | 494 | $305.2K | 0.27% | −8−1.6% | Reduced |
| Applied Capital LLC | 496 | $306.5K | 0.13% | −82−14.2% | Reduced |
| Bramshill Investments, LLC | 496 | $306.5K | 0.03% | +39+8.5% | Added |
| Oak Family Advisors, LLC | 497 | $306.8K | 0.11% | −56−10.1% | Reduced |
| 4WEALTH Advisors, Inc. | 501 | $309.4K | 0.32% | −32−6.0% | Reduced |
| Continuum Wealth Advisors, LLC | 502 | $310.2K | 0.15% | +33+7.0% | Added |
| Coco Enterprises, LLC | 503 | $310.8K | 0.18% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 503 | $310.9K | 0.03% | +82+19.5% | Added |
| Cutler Capital Management, LLC | 504 | $311.2K | 0.11% | −160−24.1% | Reduced |
| Phillips Wealth Planners LLC | 502 | $311.4K | 0.28% | −11−2.1% | Reduced |
| Petra Financial Advisors Inc | 504 | $311.4K | 0.20% | +3+0.6% | Added |
| Wisconsin Wealth Advisors, LLC | 505 | $311.7K | 0.36% | +9+1.8% | Added |
| Post Resch Tallon Group Inc. | 505 | $312.0K | 0.30% | −64−11.2% | Reduced |
| Mustard Seed Financial, LLC | 505 | $312.0K | 0.22% | +1+0.2% | Added |
| Capital Square, LLC | 504 | $314.3K | 0.17% | +94+22.9% | Added |
| Brio Consultants, LLC | 510 | $315.1K | 0.05% | 00.0% | Unchanged |
| Planning Directions Inc | 513 | $317.0K | 0.18% | −7,123−93.3% | Reduced |
| Vantage Investment Partners, LLC | 515 | $318.2K | 0.02% | 00.0% | Unchanged |
| Community Bank of Raymore | 515 | $318.2K | 0.24% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 513 | $319.9K | 0.07% | 00.0% | Unchanged |
| PSI Advisors, LLC | 518 | $320.0K | 0.16% | −55−9.6% | Reduced |
| Thompson Davis & Co., Inc. | 518 | $320.0K | 0.22% | −21−3.9% | Reduced |
| Southern Capital Advisors, LLC | 518 | $320.2K | 0.16% | +108+26.3% | Added |
| Future Financial Wealth Managment LLC | 520 | $321.3K | 0.22% | 00.0% | Unchanged |
| LongView Asset Management LLC | 521 | $321.8K | 0.24% | −63−10.8% | Reduced |
| Mechanics Financial Corp | 521 | $321.9K | 0.14% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 521 | $322.1K | 0.16% | +42+8.8% | Added |
| Aspiring Ventures, LLC | 522 | $322.5K | 0.14% | 00.0% | Unchanged |
| Petix & Botte Co | 522 | $322.5K | 0.08% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 524 | $323.8K | 0.24% | 00.0% | Unchanged |
| Dash Acquisitions Inc. | 512 | $324.7K | 0.07% | 00.0% | Unchanged |
| CWC Advisors, LLC. | 526 | $325.0K | 0.17% | +44+9.1% | Added |
| Longview Financial Advisors LLC | 527 | $325.6K | 0.20% | 00.0% | Unchanged |
| Koa Wealth Management, LLC | 527 | $325.6K | 0.26% | +99+23.1% | Added |
| tru Independence LLC | 527 | $325.8K | 0.09% | −264−33.4% | Reduced |
| Covington Investment Advisors Inc. | 527 | $326.0K | 0.05% | 00.0% | Unchanged |