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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 978 | $604.0K | 0.09% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 978 | $604.3K | 0.46% | −255−20.7% | Reduced |
| Vested Financial Planning, LLC | 980 | $605.2K | 0.54% | +13+1.3% | Added |
| Nestegg Advisors, Inc. | 980 | $605.7K | 0.58% | +3+0.3% | Added |
| Schulz Wealth, LTD. | 981 | $606.1K | 0.45% | +471+92.4% | Added |
| RS Crum Inc. | 984 | $607.8K | 0.15% | +1+0.1% | Added |
| Rowland & Co Investment Counsel | 984 | $608.5K | 0.13% | +7+0.7% | Added |
| Hudock, Inc. | 984 | $608.5K | 0.10% | +67+7.3% | Added |
| Villere St Denis J & Co LLC | 985 | $608.6K | 0.06% | −50−4.8% | Reduced |
| M. Kraus & Co | 986 | $609.2K | 0.18% | +195+24.7% | Added |
| DeDora Capital, Inc. | 987 | $609.8K | 0.16% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 988 | $610.4K | 0.18% | −793−44.5% | Reduced |
| M. Kulyk & Associates, LLC | 989 | $610.8K | 0.13% | −145−12.8% | Reduced |
| True Link Financial Advisors, LLC | 989 | $611.1K | 0.04% | −386−28.1% | Reduced |
| Alexis Investment Partners, LLC | 992 | $612.9K | 0.26% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 992 | $612.9K | 0.25% | +29+3.0% | Added |
| Alpha Financial Advisors, LLC | 992 | $613.0K | 0.24% | +2+0.2% | Added |
| Riggs Asset Managment Co. Inc. | 993 | $613.5K | 0.15% | −43−4.2% | Reduced |
| 180 Wealth Advisors, LLC | 993 | $613.6K | 0.09% | +51+5.4% | Added |
| Thrive Capital Management, LLC | 993 | $613.8K | 0.19% | +234+30.8% | Added |
| HFG Wealth Management, LLC | 1,099 | $614.5K | 0.37% | −273−19.9% | Reduced |
| Waypoint Wealth Partners Inc. | 997 | $616.0K | 0.15% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 997 | $616.0K | 0.26% | +209+26.5% | Added |
| South Plains Financial, Inc. | 998 | $616.6K | 0.43% | 00.0% | Unchanged |
| Rhumbline Advisers | 998 | $616.6K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 998 | $616.8K | 0.24% | −301−23.2% | Reduced |
| Atlantic Family Wealth, LLC | 998 | $617.2K | 0.54% | −24−2.3% | Reduced |
| Azimuth Capital Investment Management LLC | 999 | $617.2K | 0.02% | −37−3.6% | Reduced |
| Acima Private Wealth, LLC | 999 | $617.2K | 0.21% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 999 | $617.4K | 0.23% | −314−23.9% | Reduced |
| Broyhill Asset Management | 1,000 | $617.9K | 0.56% | +1,000 | New |
| Wolff Financial Management LLC | 1,000 | $618.0K | 0.16% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 1,001 | $618.5K | 0.29% | 00.0% | Unchanged |
| Acas, LLC | 959 | $618.6K | 0.41% | +6+0.6% | Added |
| Seneca Financial Advisors LLC | 1,002 | $618.8K | 0.24% | +1+0.1% | Added |
| Kennedy Investment Group | 1,002 | $619.2K | 0.26% | +24+2.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,003 | $619.7K | 0.07% | 00.0% | Unchanged |
| Athena Investment Management | 1,005 | $620.8K | 0.35% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 978 | $623.4K | 0.16% | +978 | New |
| Investors Research Corp | 1,011 | $624.6K | 0.12% | 00.0% | Unchanged |
| Sky-Mountain Capital Management, Inc. | 989 | $625.3K | 0.42% | −122−11.0% | Reduced |
| PAX Financial Group, LLC | 1,015 | $627.1K | 0.12% | −589−36.7% | Reduced |
| Keudell/Morrison Wealth Management | 1,017 | $628.6K | 0.14% | +37+3.8% | Added |
| Finward Bancorp | 1,018 | $629.0K | 0.50% | +3+0.3% | Added |
| L2 Asset Management, LLC | 1,018 | $629.0K | 0.10% | +194+23.5% | Added |
| Helium Advisors LLC | 1,019 | $629.5K | 0.40% | +431+73.3% | Added |
| BG Investment Services, Inc. | 1,021 | $630.7K | 0.79% | +29+2.9% | Added |
| Lakewood Asset Management LLC | 1,023 | $631.9K | 0.42% | +1+0.1% | Added |
| Miller Financial Services LLC | 1,023 | $632.1K | 0.81% | +325+46.6% | Added |
| Unified Investment Management | 1,024 | $632.5K | 0.68% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 1,024 | $633.0K | 0.29% | +153+17.6% | Added |
| RDA Financial Network | 1,028 | $634.9K | 0.17% | −2−0.2% | Reduced |
| Bay Capital Advisors, LLC | 1,028 | $635.1K | 0.48% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 1,030 | $636.4K | 0.18% | +5+0.5% | Added |
| Traveka Wealth, LLC | 1,031 | $637.0K | 0.34% | 00.0% | Unchanged |
| Keystone Financial Services | 1,033 | $638.3K | 0.22% | 00.0% | Unchanged |
| KWMG, LLC | 1,033 | $638.4K | 0.06% | +42+4.2% | Added |
| Terra Nova Asset Management LLC | 1,034 | $638.7K | 0.45% | −65−5.9% | Reduced |
| Atlas Wealth Partners, LLC | 1,034 | $639.0K | 0.74% | 00.0% | Unchanged |
| Alteri Wealth LLC | 1,036 | $640.3K | 0.25% | +95+10.1% | Added |
| Quest 10 Wealth Builders, Inc. | 1,036 | $640.3K | 0.62% | +456+78.6% | Added |
| Slagle Financial, LLC | 1,037 | $640.7K | 0.26% | +28+2.8% | Added |
| Wellington Capital Management, Inc. | 1,037 | $641.0K | 0.97% | +1,037 | New |
| Compass Financial Group, Inc. | 1,038 | $641.3K | 0.32% | 00.0% | Unchanged |
| Interactive Financial Advisors | 1,038 | $641.6K | 0.31% | −12−1.1% | Reduced |
| TD Capital Management LLC | 1,041 | $642.9K | 0.06% | +4+0.4% | Added |
| Palisade Capital Management LLC | 1,042 | $644.0K | 0.02% | +42+4.2% | Added |
| Herold Advisors, Inc. | 1,043 | $644.2K | 0.14% | +149+16.7% | Added |
| TTP Investments, Inc. | 1,043 | $644.3K | 0.21% | +104+11.1% | Added |
| 25 LLC | 1,043 | $644.6K | 0.24% | −42−3.9% | Reduced |
| Security National Bank | 1,044 | $645.0K | 0.11% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 1,045 | $645.8K | 0.28% | +2+0.2% | Added |
| Jmac Enterprises LLC | 1,046 | $646.3K | 0.14% | −24−2.2% | Reduced |
| Hourglass Capital, LLC | 1,049 | $648.3K | 0.16% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 1,050 | $648.7K | 0.42% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 1,050 | $648.7K | 0.26% | +31+3.0% | Added |
| NCM Capital Management, LLC | 1,050 | $648.7K | 0.27% | +75+7.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 1,050 | $648.9K | 0.12% | +311+42.1% | Added |
| Harrell Investment Partners, LLC | 1,051 | $649.3K | 0.16% | 00.0% | Unchanged |
| Clark Estates Inc | 1,054 | $651.2K | 0.15% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 1,056 | $652.5K | 0.29% | +3+0.3% | Added |
| Mullaney, Keating & Wright, Inc. | 1,056 | $652.8K | 0.43% | +11+1.1% | Added |
| KRS Capital Management, LLC | 1,057 | $653.1K | 0.44% | 00.0% | Unchanged |
| Mendel Money Management | 1,058 | $653.7K | 0.29% | −196−15.6% | Reduced |
| Tepp RIA, LLC | 1,059 | $654.2K | 0.84% | +127+13.6% | Added |
| National Wealth Management Group, LLC | 1,059 | $654.2K | 0.37% | +282+36.3% | Added |
| Kestra Investment Management, LLC | 1,108 | $655.0K | 0.01% | +604+119.8% | Added |
| Wealth Management Associates, Inc. | 1,060 | $655.0K | 0.25% | +62+6.2% | Added |
| Lauer Wealth, LLC | 1,031 | $655.6K | 0.55% | −29−2.7% | Reduced |
| J2 Capital Management Inc | 1,063 | $656.8K | 0.52% | +48+4.7% | Added |
| Ritter Daniher Financial Advisory LLC | 1,064 | $657.4K | 0.16% | −19−1.8% | Reduced |
| Schaeffer Financial LLC | 1,066 | $658.7K | 0.64% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 1,067 | $659.2K | 0.25% | −8,099−88.4% | Reduced |
| NavPoint Financial, Inc. | 1,068 | $660.1K | 0.40% | +13+1.2% | Added |
| Aspire Growth Partners LLC | 1,070 | $661.0K | 0.54% | +8+0.8% | Added |
| Heritage Wealth Management, Inc. | 1,070 | $661.3K | 0.21% | −26−2.4% | Reduced |
| Nova R Wealth, Inc. | 1,071 | $661.9K | 0.31% | +3+0.3% | Added |
| OneAscent Family Office, LLC | 1,071 | $662.0K | 0.63% | −112−9.5% | Reduced |
| Austin Wealth Management, LLC | 1,050 | $663.7K | 0.12% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 1,076 | $664.8K | 0.10% | 00.0% | Unchanged |