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 |
|---|---|---|---|---|---|
| Asset Planning Services Inc | 839 | $518.0K | 0.24% | −357−29.8% | Reduced |
| Barton Investment Management | 839 | $518.4K | 0.05% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 832 | $520.7K | 0.22% | +223+36.6% | Added |
| Yukon Wealth Management, Inc. | 844 | $521.4K | 0.19% | +2+0.2% | Added |
| Marietta Investment Partners LLC | 844 | $521.5K | 0.11% | +254+43.1% | Added |
| London Co of Virginia | 845 | $522.1K | 0.00% | −328−28.0% | Reduced |
| ARK & TLK Investments, LLC | 847 | $523.3K | 0.17% | 00.0% | Unchanged |
| 3EDGE Asset Management, LP | 848 | $523.9K | 0.03% | −243−22.3% | Reduced |
| Rahlfs Capital, LLC | 850 | $525.2K | 0.48% | −22−2.5% | Reduced |
| Bosman Wealth Management, LLC | 851 | $525.8K | 0.47% | 00.0% | Unchanged |
| Elite Financial, Inc. | 833 | $526.0K | 0.26% | +1+0.1% | Added |
| FF Advisors,LLC | 852 | $526.4K | 0.27% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 852 | $526.4K | 0.03% | 00.0% | Unchanged |
| Legacy Solutions, LLC | 854 | $527.6K | 0.51% | +28+3.4% | Added |
| Cambridge Financial Group, Inc. | 855 | $528.3K | 0.27% | −55−6.0% | Reduced |
| Fishman Jay A Ltd | 855 | $528.3K | 0.05% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 858 | $530.1K | 0.36% | −124−12.6% | Reduced |
| SilverOak Wealth Management LLC | 859 | $530.7K | 0.10% | +94+12.3% | Added |
| Brown Wealth Management, LLC | 860 | $531.6K | 0.17% | +31+3.7% | Added |
| O'Brien Wealth Partners LLC | 862 | $532.6K | 0.08% | −6−0.7% | Reduced |
| LPWM LLC | 862 | $532.6K | 0.16% | 00.0% | Unchanged |
| Roxbury Financial LLC | 862 | $532.8K | 0.52% | −96−10.0% | Reduced |
| Redwood Financial Network Corp | 866 | $534.7K | 0.36% | +19+2.2% | Added |
| Briaud Financial Planning, Inc | 867 | $535.0K | 0.21% | +252+41.0% | Added |
| Boothbay Fund Management, LLC | 868 | $536.3K | 0.02% | −61,317−98.6% | Reduced |
| Hamilton Capital Partners, LLC | 868 | $536.3K | 0.26% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 870 | $537.5K | 0.19% | +54+6.6% | Added |
| Compass Capital Management, Inc | 870 | $537.5K | 0.03% | +214+32.6% | Added |
| Kelly Financial Group LLC | 870 | $537.6K | 0.16% | +8+0.9% | Added |
| Goldstream Capital Management Ltd | 866 | $537.7K | 0.23% | −36−4.0% | Reduced |
| Huntleigh Advisors, Inc. | 870 | $537.7K | 0.10% | −272−23.8% | Reduced |
| Alliance Wealth Management Group | 872 | $538.8K | 0.14% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 873 | $539.3K | 0.15% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 874 | $540.0K | 0.05% | 00.0% | Unchanged |
| Financial Life Advisors | 878 | $542.5K | 0.19% | −5−0.6% | Reduced |
| Ames National Corp | 878 | $542.5K | 0.35% | 00.0% | Unchanged |
| Advocate Group LLC | 879 | $543.1K | 0.10% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 886 | $547.4K | 0.22% | −47−5.0% | Reduced |
| Vision Capital Management, Inc. | 886 | $547.5K | 0.07% | +115+14.9% | Added |
| Pacific Sun Financial Corp | 886 | $547.7K | 0.29% | +2+0.2% | Added |
| Sharp Financial Services, LLC | 888 | $548.7K | 0.35% | −35,401−97.6% | Reduced |
| Asio Capital, LLC | 889 | $549.4K | 0.09% | +248+38.7% | Added |
| CLG LLC | 893 | $551.6K | 0.17% | +10+1.1% | Added |
| Enzi Wealth | 885 | $551.8K | 0.20% | −1−0.1% | Reduced |
| InvesTrust | 894 | $552.4K | 0.21% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 895 | $552.8K | 0.08% | +8+0.9% | Added |
| Quest Investment Management LLC | 895 | $553.0K | 0.06% | +229+34.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 895 | $553.1K | 0.08% | −29−3.1% | Reduced |
| American Investment Services, Inc. | 898 | $555.1K | 0.14% | −27,328−96.8% | Reduced |
| Strathmore Capital Advisors, Inc. | 890 | $555.4K | 0.25% | +890 | New |
| Mason & Associates Inc | 899 | $555.5K | 0.13% | +7+0.8% | Added |
| WealthCare Investment Partners, LLC | 890 | $556.3K | 0.20% | +32+3.7% | Added |
| Lodestone Wealth Management LLC | 901 | $556.5K | 0.27% | +35+4.0% | Added |
| StoneCrest Wealth Management, Inc. | 904 | $558.5K | 0.27% | −81−8.2% | Reduced |
| Bluestem Financial Advisors, LLC | 904 | $558.5K | 0.24% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 904 | $558.6K | 0.20% | +904 | New |
| Chris Bulman Inc | 905 | $559.2K | 0.32% | −7−0.8% | Reduced |
| Wealthgarden F.S. LLC | 886 | $560.0K | 0.46% | +142+19.1% | Added |
| Alexander Randolph Advisory, Inc. | 907 | $560.4K | 0.50% | +270+42.4% | Added |
| WP Advisors, LLC | 912 | $563.4K | 0.15% | +3+0.3% | Added |
| RPG Investment Advisory, LLC | 913 | $564.2K | 0.07% | −915−50.1% | Reduced |
| Sunbeam Capital Management, LLC | 914 | $564.5K | 0.43% | +30+3.4% | Added |
| Pacific Asset Management, LLC | 916 | $565.8K | 0.46% | +1+0.1% | Added |
| Partners in Financial Planning | 919 | $567.5K | 0.10% | +2+0.2% | Added |
| Summit Global Investments | 919 | $568.0K | 0.03% | +15+1.7% | Added |
| Truvestments Capital LLC | 921 | $569.1K | 0.11% | −145−13.6% | Reduced |
| Zullo Investment Group, Inc. | 922 | $569.7K | 0.23% | +17+1.9% | Added |
| AIMZ Investment Advisors, LLC | 925 | $571.3K | 0.19% | −36−3.7% | Reduced |
| Fulcrum Capital LLC | 930 | $574.6K | 0.12% | −27−2.8% | Reduced |
| BostonPremier Wealth LLC | 932 | $576.0K | 0.32% | +28+3.1% | Added |
| Dopkins Wealth Management, LLC | 935 | $577.7K | 0.26% | 00.0% | Unchanged |
| Quarry Hill Advisors, LLC | 936 | $578.3K | 0.34% | 00.0% | Unchanged |
| Legacy Advisory Services, LLC | 938 | $579.6K | 0.46% | +2+0.2% | Added |
| Lee Financial Co | 939 | $580.2K | 0.08% | +174+22.7% | Added |
| Alpine Bank Wealth Management | 940 | $580.8K | 0.09% | −367−28.1% | Reduced |
| Northeast Planning Associates, Inc. | 941 | $581.4K | 0.54% | 00.0% | Unchanged |
| MJP Associates Inc | 942 | $581.7K | 0.09% | +437+86.5% | Added |
| Opus Capital Group, LLC | 943 | $583.0K | 0.07% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 946 | $584.5K | 0.12% | +2+0.2% | Added |
| Lee Johnson Capital Management, LLC | 946 | $584.5K | 0.20% | −626−39.8% | Reduced |
| UMA Financial Services, Inc. | 947 | $584.8K | 0.09% | −257−21.3% | Reduced |
| Great Waters Wealth Management | 947 | $584.8K | 0.08% | −498−34.5% | Reduced |
| Banque Transatlantique SA | 947 | $585.8K | 0.02% | +847+847.0% | Added |
| Acute Investment Advisory, LLC | 950 | $587.0K | 4.78% | −658−40.9% | Reduced |
| Birch Financial Group, LLC | 953 | $588.6K | 0.47% | +341+55.7% | Added |
| Stewardship Advisors, LLC | 953 | $588.8K | 0.15% | +325+51.8% | Added |
| Financial Sense Advisors, Inc. | 953 | $589.0K | 0.14% | −34−3.4% | Reduced |
| Morton Community Bank | 954 | $589.4K | 0.15% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 955 | $591.8K | 0.13% | +1+0.1% | Added |
| Hoge Financial Services, LLC | 958 | $592.1K | 0.37% | −81−7.8% | Reduced |
| Lakeshore Financial Planning, Inc. | 959 | $592.5K | 0.24% | +281+41.4% | Added |
| Signature Resources Capital Management, LLC | 960 | $593.1K | 0.36% | +703+273.5% | Added |
| Matisse Capital | 961 | $593.9K | 0.28% | +33+3.6% | Added |
| Regatta Capital Group, LLC | 962 | $594.4K | 0.10% | −60−5.9% | Reduced |
| Gradient Capital Advisors, LLC | 964 | $595.8K | 0.18% | −12−1.2% | Reduced |
| Check Capital Management Inc | 965 | $596.2K | 0.04% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 967 | $597.4K | 0.57% | +258+36.4% | Added |
| Boyd Wealth Management, LLC | 968 | $598.1K | 0.26% | +85+9.6% | Added |
| Eastover Investment Advisors LLC | 969 | $599.0K | 0.27% | −56−5.5% | Reduced |
| Creekside Partners | 974 | $601.7K | 0.29% | +30+3.2% | Added |