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 |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 31,328 | $19.4M | 0.03% | +26,089+498.0% | Added |
| NBC Securities, Inc. | 31,206 | $19.3M | 1.57% | −18,850−37.7% | Reduced |
| Magnolia Capital Management Ltd | 31,121 | $19.2M | 15.36% | −285−0.9% | Reduced |
| Sincerus Advisory, LLC | 30,127 | $19.2M | 18.04% | +162+0.5% | Added |
| Peterson Wealth Management | 30,931 | $19.1M | 11.33% | +4,136+15.4% | Added |
| Cornerstone Capital, Inc. | 30,881 | $19.1M | 2.00% | +407+1.3% | Added |
| Ellis Investment Partners, LLC | 30,878 | $19.1M | 3.71% | +418+1.4% | Added |
| Romano Brothers and Company | 30,756 | $19.0M | 2.35% | −97−0.3% | Reduced |
| Krane Funds Advisors LLC | 30,700 | $19.0M | 0.75% | +6,700+27.9% | Added |
| Yeomans Consulting Group, Inc. | 30,698 | $19.0M | 7.83% | −24,652−44.5% | Reduced |
| Walleye Capital LLC | 30,672 | $19.0M | 0.18% | −18,967−38.2% | Reduced |
| Bleichroeder LP | 30,670 | $18.9M | 4.66% | +2,100+7.4% | Added |
| Calton & Associates, Inc. | 30,622 | $18.9M | 3.27% | +3,730+13.9% | Added |
| Oakworth Capital, Inc. | 30,592 | $18.9M | 1.22% | −60.0% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 30,517 | $18.9M | 4.25% | +7,081+30.2% | Added |
| McHugh Group, LLC | 30,339 | $18.7M | 12.53% | −60−0.2% | Reduced |
| Atomi Financial Group, Inc. | 30,340 | $18.7M | 0.71% | −13,370−30.6% | Reduced |
| Intrepid Financial Planning Group LLC | 30,305 | $18.7M | 7.87% | −155−0.5% | Reduced |
| Addison Capital Co | 30,115 | $18.6M | 6.47% | +2,526+9.2% | Added |
| J Hagan Capital, Inc. | 29,584 | $18.6M | 12.57% | −4,931−14.3% | Reduced |
| Trifecta Capital Advisors, LLC | 30,014 | $18.5M | 3.09% | +3,115+11.6% | Added |
| Signature Estate & Investment Advisors LLC | 30,012 | $18.5M | 0.43% | +342+1.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 29,932 | $18.5M | 6.65% | +2,120+7.6% | Added |
| Legal & General Group Plc | 29,900 | $18.5M | 0.00% | 00.0% | Unchanged |
| Blue Investment Partners LLC | 29,890 | $18.5M | 6.48% | −3,088−9.4% | Reduced |
| Strategic Blueprint, LLC | 29,879 | $18.5M | 0.91% | −1,027−3.3% | Reduced |
| Winthrop Advisory Group LLC | 29,654 | $18.4M | 1.77% | +2,820+10.5% | Added |
| Americana Partners, LLC | 29,727 | $18.4M | 0.63% | +8,771+41.9% | Added |
| First International Bank & Trust | 29,653 | $18.3M | 6.37% | −13,069−30.6% | Reduced |
| Integrity Financial Corp | 29,562 | $18.3M | 9.34% | +3,346+12.8% | Added |
| Central Trust Co | 29,641 | $18.3M | 0.42% | +30.0% | Added |
| Erste Asset Management GmbH | 29,640 | $18.3M | 0.15% | +9,540+47.5% | Added |
| Gateway Wealth Partners, LLC | 29,547 | $18.3M | 3.46% | −2,552−8.0% | Reduced |
| Catalytic Wealth RIA, LLC | 29,500 | $18.2M | 1.49% | +2,003+7.3% | Added |
| J. Safra Sarasin Holding AG | 29,530 | $18.2M | 0.31% | −982−3.2% | Reduced |
| Palisades Hudson Asset Management, L.P. | 29,488 | $18.2M | 7.13% | +54+0.2% | Added |
| E&G Advisors, LP | 29,483 | $18.2M | 4.72% | −1,439−4.7% | Reduced |
| Arete Wealth Advisors, LLC | 29,456 | $18.2M | 1.30% | +1,055+3.7% | Added |
| Larson Financial Group LLC | 29,447 | $18.2M | 0.73% | +3,796+14.8% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 29,375 | $18.1M | 0.30% | −283−1.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 28,588 | $18.1M | 6.57% | +930+3.4% | Added |
| Relyea Zuckerberg Hanson LLC | 29,327 | $18.1M | 2.12% | +2,336+8.7% | Added |
| Salem Investment Counselors Inc | 29,249 | $18.1M | 0.57% | −182−0.6% | Reduced |
| Intelligence Driven Advisers, LLC | 29,307 | $18.1M | 2.73% | +25,141+603.5% | Added |
| CX Institutional | 29,274 | $18.1M | 0.63% | −3,113−9.6% | Reduced |
| Verity Asset Management, Inc. | 29,214 | $18.1M | 8.62% | +2,303+8.6% | Added |
| Mainsail Financial Group, LLC | 28,993 | $18.0M | 8.40% | +400+1.4% | Added |
| Kesler, Norman & Wride, LLC | 29,181 | $18.0M | 3.20% | −328−1.1% | Reduced |
| YHB Investment Advisors, Inc. | 29,133 | $18.0M | 1.39% | +201+0.7% | Added |
| West Branch Capital LLC | 29,107 | $18.0M | 5.32% | +981+3.5% | Added |
| Coldstream Capital Management Inc | 29,041 | $17.9M | 0.29% | +1,154+4.1% | Added |
| Landmark Wealth Management, Inc. | 28,914 | $17.9M | 7.65% | +6,772+30.6% | Added |
| Tolleson Wealth Management, Inc. | 28,748 | $17.8M | 3.04% | −91−0.3% | Reduced |
| Prostatis Group LLC | 28,725 | $17.7M | 5.08% | −13,791−32.4% | Reduced |
| Norden Group LLC | 28,637 | $17.7M | 1.92% | −25,581−47.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 28,507 | $17.6M | 1.24% | −192−0.7% | Reduced |
| Y.D. More Investments Ltd | 28,515 | $17.6M | 1.21% | +989+3.6% | Added |
| Invictus Private Wealth, LLC | 28,431 | $17.6M | 1.20% | −622−2.1% | Reduced |
| Capital World Investors | 28,456 | $17.5M | 0.00% | −9,393−24.8% | Reduced |
| Anb Bank | 28,181 | $17.4M | 7.82% | +874+3.2% | Added |
| Sepio Capital, LP | 28,176 | $17.4M | 1.24% | −2,137−7.0% | Reduced |
| Ameritas Investment Partners, Inc. | 28,122 | $17.4M | 0.55% | −3,000−9.6% | Reduced |
| Lodestar Private Asset Management LLC | 28,117 | $17.4M | 2.00% | −10.0% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 28,102 | $17.4M | 3.68% | −3,040−9.8% | Reduced |
| Integrity Alliance, LLC. | 28,034 | $17.3M | 0.95% | −5,470−16.3% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 28,014 | $17.3M | 6.87% | −1,886−6.3% | Reduced |
| AdvisorNet Financial, Inc | 27,948 | $17.3M | 1.11% | −397−1.4% | Reduced |
| Patton Fund Management, Inc. | 27,881 | $17.2M | 3.77% | −250−0.9% | Reduced |
| Solstein Capital, LLC | 27,877 | $17.2M | 8.84% | −1,556−5.3% | Reduced |
| Mairs & Power Inc | 27,790 | $17.2M | 0.17% | +18,846+210.7% | Added |
| Moors & Cabot, Inc. | 27,742 | $17.1M | 0.80% | +520+1.9% | Added |
| Pinnacle Family Advisors, LLC | 27,667 | $17.1M | 8.31% | +1,524+5.8% | Added |
| FSC Wealth Advisors, LLC | 27,568 | $17.0M | 10.74% | +3,543+14.7% | Added |
| Perennial Investment Advisors, LLC | 27,517 | $17.0M | 1.65% | +442+1.6% | Added |
| Smithbridge Asset Management Inc | 27,479 | $17.0M | 2.97% | +540+2.0% | Added |
| Visualize Group LP | 16,476 | $16.9M | 6.93% | +4,726+40.2% | Added |
| Wealth Architects, LLC | 27,330 | $16.9M | 1.72% | −104−0.4% | Reduced |
| Fluent Financial, LLC | 27,247 | $16.8M | 6.93% | −15,010−35.5% | Reduced |
| Tandem Wealth Advisors LLC | 27,238 | $16.8M | 8.32% | +4,187+18.2% | Added |
| Cornerstone Wealth Management, LLC | 27,216 | $16.8M | 1.02% | +792+3.0% | Added |
| American Asset Management Inc. | 27,209 | $16.8M | 15.51% | +247+0.9% | Added |
| Neumann Capital Management, LLC | 27,199 | $16.8M | 5.28% | −174−0.6% | Reduced |
| Sharkey, Howes & Javer | 27,149 | $16.8M | 2.25% | −2,935−9.8% | Reduced |
| Basso Capital Management, L.P. | 27,126 | $16.8M | 12.42% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 27,113 | $16.8M | 1.83% | +82+0.3% | Added |
| Brave Asset Management Inc | 27,049 | $16.7M | 4.56% | −21,227−44.0% | Reduced |
| Arista Wealth Management, LLC | 27,080 | $16.7M | 2.31% | +23,534+663.7% | Added |
| Dynamic Advisor Solutions LLC | 27,072 | $16.7M | 0.52% | +643+2.4% | Added |
| Rockbridge Investment Management, LCC | 26,954 | $16.7M | 1.79% | +50.0% | Added |
| Icon Wealth Advisors, LLC | 26,938 | $16.6M | 1.19% | +282+1.1% | Added |
| Rothschild Investment LLC | 26,930 | $16.6M | 1.04% | +925+3.6% | Added |
| Osborne Partners Capital Management, LLC | 26,918 | $16.6M | 0.88% | +485+1.8% | Added |
| Optas, LLC | 26,906 | $16.6M | 3.16% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 26,813 | $16.6M | 5.99% | −275−1.0% | Reduced |
| Kaizen Financial Strategies | 26,858 | $16.6M | 8.43% | −1,982−6.9% | Reduced |
| Catalyst Financial Partners LLC | 26,854 | $16.6M | 1.81% | +4,464+19.9% | Added |
| Gryphon Financial Partners LLC | 26,854 | $16.6M | 2.17% | +280+1.1% | Added |
| Texas Yale Capital Corp. | 26,832 | $16.6M | 0.54% | +2,190+8.9% | Added |
| Founders Capital Management, LLC | 26,820 | $16.6M | 2.82% | −160−0.6% | Reduced |
| South State Corp. | 26,747 | $16.5M | 0.72% | +101+0.4% | Added |