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 |
|---|---|---|---|---|---|
| Hager Investment Management Services, LLC | 528 | $326.2K | 0.19% | −24−4.3% | Reduced |
| Inspire Advisors, LLC | 528 | $326.3K | 0.03% | +528 | New |
| Sound Stewardship, LLC | 529 | $326.8K | 0.17% | +25+5.0% | Added |
| Northstar Asset Management Inc | 529 | $326.8K | 0.09% | +529 | New |
| Northwest Financial Advisors | 529 | $327.0K | 0.46% | −1,680−76.1% | Reduced |
| Security National Bank of Sioux City Iowa | 530 | $327.5K | 0.23% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 531 | $328.1K | 0.06% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 532 | $328.7K | 0.15% | −551−50.9% | Reduced |
| Disciplined Equity Management, Inc. | 532 | $328.7K | 0.19% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 535 | $330.6K | 0.09% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 531 | $330.9K | 0.12% | +4+0.8% | Added |
| Stillwater Capital Advisors, LLC | 537 | $331.7K | 0.04% | +26+5.1% | Added |
| Cedar Mountain Advisors, LLC | 539 | $333.1K | 0.07% | +75+16.2% | Added |
| Melone Private Wealth, LLC | 542 | $333.4K | 0.17% | −27−4.7% | Reduced |
| Uniting Wealth Partners, LLC | 540 | $333.6K | 0.13% | −7−1.3% | Reduced |
| Straight Path Wealth Management | 541 | $334.3K | 0.11% | +541 | New |
| Scientech Research LLC | 542 | $334.9K | 0.08% | −3,114−85.2% | Reduced |
| Capital Market Strategies LLC | 543 | $335.5K | 0.23% | +543 | New |
| Conrad Siegel Investment Advisors, Inc. | 545 | $336.7K | 0.08% | −23−4.0% | Reduced |
| KilterHowling LLC | 545 | $336.9K | 0.20% | 00.0% | Unchanged |
| United Bank | 546 | $337.3K | 0.13% | 00.0% | Unchanged |
| Renasant Bank | 546 | $337.3K | 0.23% | −19−3.4% | Reduced |
| Kathmere Capital Management, LLC | 547 | $337.9K | 0.03% | −2,673−83.0% | Reduced |
| Hilltop Wealth Advisors, LLC | 547 | $338.0K | 0.19% | +150+37.8% | Added |
| Cantor Fitzgerald, L. P. | 549 | $339.2K | 0.01% | −2,118−79.4% | Reduced |
| Stableford Capital II LLC | 533 | $339.6K | 0.13% | +533 | New |
| AF Advisors, Inc. | 550 | $339.8K | 0.12% | 00.0% | Unchanged |
| Cardinal Capital Management | 553 | $342.7K | 0.05% | +6+1.1% | Added |
| New Capital Management LP | 556 | $343.5K | 0.10% | +556 | New |
| Kimelman & Baird, LLC | 557 | $344.1K | 0.03% | 00.0% | Unchanged |
| First Citizens Financial Corp | 558 | $344.8K | 0.19% | +19+3.5% | Added |
| Viawealth, LLC | 562 | $347.2K | 0.21% | +1+0.2% | Added |
| Mill Capital Management, LLC | 562 | $347.2K | 0.03% | +59+11.7% | Added |
| Wealth Management Strategies, Inc. | 563 | $347.7K | 0.19% | +2+0.4% | Added |
| Summit Investment Advisors, Inc. | 559 | $347.8K | 0.29% | +50+9.8% | Added |
| Mindset Wealth Management, LLC | 563 | $348.0K | 0.11% | −8−1.4% | Reduced |
| Bulwark Capital Corp | 565 | $349.2K | 0.29% | +565 | New |
| PYA Waltman Capital, LLC | 565 | $349.2K | 0.10% | +30+5.6% | Added |
| Shaker Financial Services, LLC | 558 | $351.0K | 0.13% | −4,442−88.8% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 568 | $351.2K | 0.11% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 569 | $351.7K | 0.20% | −5−0.9% | Reduced |
| Everest Management Corp. | 570 | $352.1K | 0.25% | +2+0.4% | Added |
| Boston Common Asset Management, LLC | 571 | $352.6K | 0.01% | +2+0.4% | Added |
| RBA Wealth Management, LLC | 571 | $352.8K | 0.13% | −48−7.8% | Reduced |
| HWG Holdings LP | 572 | $353.4K | 0.10% | +33+6.1% | Added |
| Future Fund LLC | 572 | $353.4K | 0.16% | +572 | New |
| Morey & Quinn Wealth Partners, LLC | 574 | $354.6K | 0.28% | −332−36.6% | Reduced |
| Commons Capital, LLC | 576 | $355.6K | 0.27% | +31+5.7% | Added |
| Joule Financial, LLC | 576 | $356.0K | 0.12% | +576 | New |
| Synergy Investment Management, LLC | 577 | $356.5K | 0.21% | +189+48.7% | Added |
| Astoria Strategic Wealth, Inc. | 578 | $357.1K | 0.10% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 578 | $357.2K | 0.27% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 580 | $358.2K | 0.19% | +2+0.3% | Added |
| LifeGoal Wealth Advisors | 582 | $359.6K | 0.34% | −1,539−72.6% | Reduced |
| Hill Island Financial LLC | 583 | $360.0K | 0.10% | +57+10.8% | Added |
| Balanced Rock Investment Advisor | 584 | $360.8K | 0.28% | −266−31.3% | Reduced |
| Spurstone Advisory Services, LLC | 585 | $361.4K | 5.48% | +12+2.1% | Added |
| Harfst & Associates, Inc. | 588 | $363.3K | 0.07% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 588 | $363.3K | 0.02% | +588 | New |
| Elgethun Capital Management | 589 | $363.9K | 0.07% | 00.0% | Unchanged |
| Higgins & Schmidt Wealth Strategies LLC | 591 | $365.1K | 0.20% | 00.0% | Unchanged |
| Rinkey Investments | 591 | $365.1K | 0.11% | +135+29.6% | Added |
| Shepherd Kaplan Krochuk, LLC | 593 | $366.1K | 0.32% | +2+0.3% | Added |
| ShankerValleau Wealth Advisors, Inc. | 593 | $366.4K | 0.10% | 00.0% | Unchanged |
| KWB Wealth | 655 | $366.4K | 0.04% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 594 | $367.0K | 0.00% | +594 | New |
| Muirfield Wealth Advisors LLC | 595 | $367.9K | 0.29% | −148−19.9% | Reduced |
| TCP Asset Management, LLC | 596 | $368.2K | 0.07% | +147+32.7% | Added |
| Partners Wealth Management, LLC | 657 | $368.6K | 0.42% | 00.0% | Unchanged |
| WPG Advisers, LLC | 598 | $369.5K | 0.31% | +175+41.4% | Added |
| Peak Retirement Planning, Inc. | 600 | $370.4K | 0.15% | +600 | New |
| Jacobs Levy Equity Management, Inc | 600 | $370.7K | 0.00% | +600 | New |
| Dudley Capital Management, LLC | 601 | $371.2K | 0.19% | −25−4.0% | Reduced |
| Anson Capital, Inc. | 602 | $371.9K | 0.30% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 604 | $373.5K | 0.11% | −190−23.9% | Reduced |
| Crane Advisory, LLC | 600 | $374.2K | 0.06% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 606 | $374.4K | 0.24% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 606 | $374.5K | 0.05% | −29−4.6% | Reduced |
| Capital Squared Financial LLC | 609 | $376.2K | 0.44% | +609 | New |
| Boomfish Wealth Group, LLC | 609 | $376.3K | 0.22% | +97+18.9% | Added |
| Walker Financial Services, Inc. | 609 | $376.3K | 0.17% | +19+3.2% | Added |
| Old North State Wealth Management, LLC | 604 | $376.4K | 0.20% | +198+48.8% | Added |
| Beck Bode, LLC | 610 | $377.1K | 0.06% | −271−30.8% | Reduced |
| Robinswood Financial LLC | 610 | $377.5K | 0.13% | 00.0% | Unchanged |
| Strategic Financial Partners, Ltd. | 611 | $377.5K | 0.18% | +39+6.8% | Added |
| Corepath Wealth Partners LLC | 605 | $378.5K | 0.32% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 613 | $378.7K | 0.09% | +66+12.1% | Added |
| Alta Capital Management LLC | 616 | $380.6K | 0.02% | +616 | New |
| BlueStem Wealth Partners, LLC | 616 | $380.9K | 0.05% | +24+4.1% | Added |
| Strategent Financial, LLC | 617 | $381.2K | 0.30% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 617 | $381.2K | 0.22% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 618 | $381.7K | 0.26% | +76+14.0% | Added |
| IAG Wealth Partners, LLC | 619 | $382.2K | 0.05% | −11−1.7% | Reduced |
| Norris Perne & French LLP | 620 | $383.4K | 0.03% | −90−12.7% | Reduced |
| Axos Invest Inc. | 621 | $383.9K | 0.29% | +12+2.0% | Added |
| CCM Investment Advisers LLC | 625 | $386.2K | 0.04% | +19+3.1% | Added |
| Daner Wealth Management, LLC | 601 | $386.5K | 0.27% | +601 | New |
| Diligent Investors, LLC | 626 | $386.5K | 0.09% | +127+25.5% | Added |
| Redmond Asset Management, LLC | 627 | $387.1K | 0.09% | −39−5.9% | Reduced |
| Knightsbridge Asset Management, LLC | 627 | $387.4K | 0.09% | 00.0% | Unchanged |