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 |
|---|---|---|---|---|---|
| Total Wealth Planning & Management, Inc. | 734 | $453.5K | 0.39% | +321+77.7% | Added |
| Strategic Planning Group, LLC | 737 | $455.4K | 0.07% | +25+3.5% | Added |
| Peloton Wealth Strategists | 738 | $456.0K | 0.18% | 00.0% | Unchanged |
| James Hambro & Partners | 738 | $456.0K | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 739 | $456.4K | 0.16% | −51−6.5% | Reduced |
| New England Professional Planning Group Inc. | 739 | $456.6K | 0.21% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 739 | $456.8K | 0.22% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 741 | $457.7K | 0.28% | +2+0.3% | Added |
| Fortitude Family Office, LLC | 741 | $457.8K | 0.15% | 00.0% | Unchanged |
| Avondale Wealth Management | 742 | $458.2K | 0.26% | 00.0% | Unchanged |
| Gerber, LLC | 742 | $458.6K | 0.32% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 744 | $459.4K | 0.28% | +9+1.2% | Added |
| Maridea Wealth Management LLC | 744 | $459.7K | 0.12% | +744 | New |
| Gilbert Capital Group, Inc. | 745 | $460.3K | 0.38% | +745 | New |
| Lynch & Associates | 746 | $460.9K | 0.09% | +193+34.9% | Added |
| Standard Life Aberdeen plc | 748 | $461.1K | 0.00% | +748 | New |
| Legacy Bridge, LLC | 747 | $461.7K | 0.22% | −12−1.6% | Reduced |
| Kondo Wealth Advisors, Inc. | 748 | $462.1K | 0.20% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 748 | $462.2K | 0.09% | −7−0.9% | Reduced |
| SFE Investment Counsel | 750 | $463.4K | 0.08% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 905 | $464.0K | 0.18% | −20−2.2% | Reduced |
| Elevated Capital Advisors, LLC | 832 | $465.4K | 0.13% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 753 | $465.7K | 0.16% | −383−33.7% | Reduced |
| Sprinkle Financial Consultants LLC | 754 | $465.9K | 0.28% | −34−4.3% | Reduced |
| Elm3 Financial Group, LLC | 755 | $466.3K | 0.39% | −367−32.7% | Reduced |
| WealthTrust Asset Management, LLC | 755 | $466.5K | 0.35% | −42−5.3% | Reduced |
| AMJ Financial Wealth Management | 756 | $467.1K | 0.12% | −50−6.2% | Reduced |
| RF&L Wealth Management, LLC | 757 | $467.7K | 0.30% | −25−3.2% | Reduced |
| Stage Harbor Financial, LLC | 757 | $467.7K | 0.38% | 00.0% | Unchanged |
| Avid Wealth Partners LLC | 756 | $468.4K | 0.27% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 759 | $469.0K | 0.20% | +2+0.3% | Added |
| Parkwoods Wealth Partners, LLC | 759 | $469.1K | 0.27% | +36+5.0% | Added |
| North Forty Two & Co. | 761 | $470.4K | 0.50% | 00.0% | Unchanged |
| 5th Street Advisors, LLC | 762 | $470.8K | 0.23% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 766 | $471.1K | 0.20% | +3+0.4% | Added |
| Probity Advisors, Inc. | 765 | $472.7K | 0.08% | −242−24.0% | Reduced |
| Legacy Capital Group California, Inc. | 765 | $472.7K | 0.13% | +165+27.5% | Added |
| William B. Walkup & Associates, Inc. | 765 | $472.7K | 0.28% | +485+173.2% | Added |
| Graham Capital Wealth Management, LLC | 766 | $473.1K | 0.53% | +4+0.5% | Added |
| Balanced Wealth Group LLC | 749 | $473.3K | 0.21% | −12−1.6% | Reduced |
| WestHill Financial Advisors, Inc. | 766 | $473.4K | 0.10% | −2−0.3% | Reduced |
| Premier Financial Group | 738 | $473.5K | 0.13% | +738 | New |
| West Wealth Group, LLC | 748 | $473.8K | 0.12% | −391−34.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 767 | $473.9K | 0.05% | −2,107−73.3% | Reduced |
| Brown Financial Advisory | 768 | $474.4K | 0.26% | 00.0% | Unchanged |
| Dynamic Financial Group | 771 | $476.1K | 0.46% | +259+50.6% | Added |
| Certior Financial Group, LLC | 771 | $476.4K | 0.37% | −135−14.9% | Reduced |
| Vannoy Advisory Group, Inc. | 771 | $476.4K | 0.33% | 00.0% | Unchanged |
| McNaughton Wealth Management, LLC | 772 | $477.0K | 0.21% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 774 | $478.3K | 0.09% | −85−9.9% | Reduced |
| Coerente Capital Management | 775 | $478.8K | 0.09% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 777 | $480.2K | 0.24% | +263+51.2% | Added |
| Tarbox Family Office, Inc. | 778 | $480.8K | 0.07% | −37−4.5% | Reduced |
| Oak Asset Management, LLC | 780 | $481.9K | 0.17% | +95+13.9% | Added |
| Laidlaw Wealth Management LLC | 780 | $481.9K | 1.39% | +780 | New |
| Picton Mahoney Asset Management | 780 | $482.0K | 0.01% | −44−5.3% | Reduced |
| Fonville Wealth Management LLC | 780 | $482.1K | 0.12% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 782 | $482.9K | 0.46% | +1+0.1% | Added |
| Crew Capital Management, Ltd. | 782 | $483.2K | 0.35% | −1−0.1% | Reduced |
| HHM Wealth Advisors, LLC | 785 | $485.0K | 0.06% | −11−1.4% | Reduced |
| True Vision MN LLC | 784 | $485.8K | 0.27% | +295+60.3% | Added |
| Gimbal Financial | 787 | $486.4K | 0.30% | +6+0.8% | Added |
| Carnegie Lake Advisors LLC | 789 | $487.0K | 0.19% | −100−11.2% | Reduced |
| Pennington Partners & Co., LLC | 787 | $487.5K | 0.26% | −1,204−60.5% | Reduced |
| Harbor Advisory Corp | 791 | $488.7K | 0.16% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 792 | $489.3K | 0.80% | +792 | New |
| Flynn Zito Capital Management, LLC | 792 | $489.5K | 0.21% | +246+45.1% | Added |
| Family Wealth Group, LLC | 793 | $489.9K | 0.37% | +793 | New |
| Emergent Wealth Advisors, LLC | 793 | $490.1K | 0.31% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 795 | $490.9K | 0.39% | +324+68.8% | Added |
| Triad Wealth Partners, LLC | 796 | $491.9K | 0.10% | +312+64.5% | Added |
| Gill Capital Partners, LLC | 797 | $492.4K | 0.16% | +115+16.9% | Added |
| Adell Harriman & Carpenter Inc | 798 | $493.0K | 0.03% | −10−1.2% | Reduced |
| Bollard Group LLC | 800 | $494.0K | 0.01% | 00.0% | Unchanged |
| Farrow Financial Inc. | 800 | $494.3K | 0.30% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 800 | $494.3K | 0.40% | 00.0% | Unchanged |
| Hoffman, Alan N Investment Management | 801 | $494.9K | 0.24% | −64−7.4% | Reduced |
| Alpine Global Management, LLC | 803 | $496.1K | 0.11% | −7,541−90.4% | Reduced |
| Entrewealth, LLC | 804 | $496.8K | 0.34% | 00.0% | Unchanged |
| HC Advisors, LLC | 805 | $497.4K | 0.35% | 00.0% | Unchanged |
| Plan A Wealth LLC | 805 | $497.4K | 0.28% | +304+60.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 805 | $497.4K | 0.80% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 809 | $499.8K | 0.08% | −2−0.2% | Reduced |
| Boston Standard Wealth Management, LLC | 810 | $500.0K | 0.09% | +106+15.1% | Added |
| Rakuten Securities, Inc. | 810 | $500.5K | 0.20% | −227−21.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 815 | $503.0K | 0.05% | +1+0.1% | Added |
| Gradient Investments LLC | 814 | $503.1K | 0.01% | −115−12.4% | Reduced |
| Forbes J M & Co LLP | 816 | $504.2K | 0.05% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 820 | $504.2K | 0.20% | +118+16.8% | Added |
| Kingsman Wealth Management, Inc. | 820 | $506.4K | 0.32% | −16−1.9% | Reduced |
| Vantage Point Financial LLC | 822 | $507.7K | 0.22% | −9−1.1% | Reduced |
| JBR Co Financial Management Inc | 822 | $507.9K | 0.25% | −48−5.5% | Reduced |
| Integrity Investment Advisors, LLC | 825 | $509.7K | 0.39% | +825 | New |
| Parkshore Wealth Management, Inc. | 825 | $509.9K | 0.25% | −563−40.6% | Reduced |
| Maltin Wealth Management, Inc. | 833 | $514.6K | 0.23% | −10−1.2% | Reduced |
| Pacific Sage Partners, LLC | 833 | $514.7K | 0.10% | −1−0.1% | Reduced |
| Partnership Wealth Management, LLC | 836 | $516.4K | 0.42% | +49+6.2% | Added |
| CJM Wealth Advisers, Ltd. | 837 | $516.9K | 0.17% | +1+0.1% | Added |
| Academy Capital Management Inc | 837 | $517.2K | 0.07% | +837 | New |
| Planned Solutions, Inc. | 838 | $517.7K | 0.20% | 00.0% | Unchanged |