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 |
|---|---|---|---|---|---|
| Sandbox Financial Partners, LLC | 22,533 | $13.9M | 4.39% | +1,945+9.4% | Added |
| Grove Bank & Trust | 22,512 | $13.9M | 1.73% | −251−1.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 22,462 | $13.9M | 0.78% | +92+0.4% | Added |
| Morangie Management LLC | 22,329 | $13.8M | 12.00% | +3,003+15.5% | Added |
| Stordahl Capital Management, Inc. | 22,379 | $13.8M | 3.07% | −149−0.7% | Reduced |
| Agf Management Ltd | 22,374 | $13.8M | 0.06% | −178−0.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 22,313 | $13.8M | 1.29% | +2,098+10.4% | Added |
| Highview Capital Management LLC | 22,292 | $13.8M | 5.32% | +1,296+6.2% | Added |
| Ethic Inc. | 22,371 | $13.8M | 0.25% | +20,609+1,169.6% | Added |
| Gries Financial LLC | 22,257 | $13.8M | 2.50% | −164−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 22,236 | $13.7M | 0.62% | −4,787−17.7% | Reduced |
| CWA Asset Management Group, LLC | 22,214 | $13.7M | 0.58% | +1,154+5.5% | Added |
| Voisard Asset Management Group, Inc. | 22,192 | $13.7M | 3.53% | −1,261−5.4% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 22,171 | $13.7M | 5.66% | +1,778+8.7% | Added |
| Morton Brown Family Wealth, LLC | 22,162 | $13.7M | 4.17% | +708+3.3% | Added |
| Halter Ferguson Financial Inc. | 22,132 | $13.7M | 5.04% | +18,889+582.5% | Added |
| Buckingham Strategic Partners | 22,093 | $13.7M | 0.18% | +3,362+17.9% | Added |
| Empower Advisory Group, LLC | 22,077 | $13.6M | 0.04% | −864−3.8% | Reduced |
| Atalanta Sosnoff Capital, LLC | 22,022 | $13.6M | 0.28% | −57,890−72.4% | Reduced |
| Navis Wealth Advisors, LLC | 22,012 | $13.6M | 11.46% | +70.0% | Added |
| JFS Wealth Advisors, LLC | 22,002 | $13.6M | 0.87% | +446+2.1% | Added |
| SBI Securities Co., Ltd. | 21,993 | $13.6M | 0.39% | −1,592−6.8% | Reduced |
| RIA Advisory Group LLC | 21,992 | $13.6M | 3.99% | +3,693+20.2% | Added |
| Hickory Point Bank & Trust | 21,851 | $13.5M | 10.89% | −100−0.5% | Reduced |
| Umb Bank N A | 21,850 | $13.5M | 0.21% | +32+0.1% | Added |
| TownSquare Capital, LLC | 21,840 | $13.5M | 1.31% | −106,765−83.0% | Reduced |
| Grimes & Company, Inc. | 21,798 | $13.5M | 0.37% | −144−0.7% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 21,793 | $13.5M | 4.83% | −299−1.4% | Reduced |
| McLean Asset Management Corp | 21,700 | $13.5M | 3.53% | −346−1.6% | Reduced |
| Manning & Napier Advisors LLC | 21,758 | $13.4M | 0.16% | −1,479−6.4% | Reduced |
| Sherman Porfolios, LLC | 21,680 | $13.4M | 5.27% | +21,680 | New |
| WCG Wealth Advisors LLC | 21,657 | $13.4M | 0.87% | +5,558+34.5% | Added |
| Flagship Wealth Advisors, LLC | 21,630 | $13.4M | 5.04% | −979−4.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 21,585 | $13.3M | 2.19% | +1,098+5.4% | Added |
| Cypress Capital Group | 21,560 | $13.3M | 1.66% | +1,211+6.0% | Added |
| Evanson Asset Management, LLC | 21,536 | $13.3M | 0.85% | +161+0.8% | Added |
| Ullmann Financial Group, Inc. | 21,524 | $13.3M | 1.57% | +17+0.1% | Added |
| Greenvale Capital LLP | 21,500 | $13.3M | 1.19% | +5,350+33.1% | Added |
| New Wave Wealth Advisors LLC | 21,455 | $13.3M | 5.63% | −1,993−8.5% | Reduced |
| Great Lakes Advisors, LLC | 21,447 | $13.3M | 0.11% | −1,513−6.6% | Reduced |
| Schnieders Capital Management LLC | 21,441 | $13.2M | 2.33% | −458−2.1% | Reduced |
| Monetta Financial Services Inc | 21,300 | $13.2M | 9.56% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 21,269 | $13.1M | 8.84% | −1,241−5.5% | Reduced |
| Wealthedge Investment Advisors, LLC | 21,250 | $13.1M | 5.49% | −2,145−9.2% | Reduced |
| Ramiah Investment Group | 21,238 | $13.1M | 14.12% | +5,152+32.0% | Added |
| Comprehensive Financial Management LLC | 21,142 | $13.1M | 0.37% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 21,297 | $13.1M | 1.58% | +6,063+39.8% | Added |
| Safe Harbor Fiduciary, LLC | 21,173 | $13.1M | 12.27% | −9,639−31.3% | Reduced |
| Appleton Partners Inc | 21,169 | $13.1M | 0.93% | −645−3.0% | Reduced |
| SlateStone Wealth, LLC | 21,143 | $13.1M | 1.22% | +57+0.3% | Added |
| MMBG Investment Advisors Co. | 21,069 | $13.1M | 1.30% | −1,950−8.5% | Reduced |
| Intrust Bank NA | 21,103 | $13.0M | 1.16% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 20,980 | $13.0M | 0.75% | −240−1.1% | Reduced |
| Ryan Investment Management, Inc. | 20,979 | $13.0M | 8.28% | +20,979 | New |
| Foresight Capital Management Advisors, Inc. | 20,957 | $12.9M | 7.53% | −200−0.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,933 | $12.9M | 1.79% | +6,291+43.0% | Added |
| Logan Stone Capital, LLC | 20,876 | $12.9M | 6.07% | +9,613+85.4% | Added |
| RPS Advisory Solutions LLC | 20,846 | $12.9M | 7.06% | +17,848+595.3% | Added |
| Cyndeo Wealth Partners, LLC | 20,825 | $12.9M | 0.76% | +7,421+55.4% | Added |
| Ameritas Advisory Services, LLC | 20,811 | $12.9M | 0.67% | −16,999−45.0% | Reduced |
| LWM Advisory Services, LLC | 20,790 | $12.8M | 8.86% | +943+4.8% | Added |
| Douglass Winthrop Advisors, LLC | 20,736 | $12.8M | 0.23% | −226−1.1% | Reduced |
| Transce3nd, LLC | 20,570 | $12.8M | 5.39% | +15,101+276.1% | Added |
| First Trust Advisors LP | 20,575 | $12.7M | 0.01% | +10,445+103.1% | Added |
| Compass Ion Advisors, LLC | 20,544 | $12.7M | 1.37% | −593−2.8% | Reduced |
| Surience Private Wealth LLC | 20,517 | $12.7M | 11.91% | +19,544+2,008.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 20,382 | $12.6M | 0.36% | +30+0.1% | Added |
| Main Street Financial Solutions, LLC | 20,340 | $12.6M | 0.91% | +1,043+5.4% | Added |
| Vertex Planning Partners, LLC | 20,335 | $12.6M | 2.62% | −2,103−9.4% | Reduced |
| Ami Investment Management Inc | 20,314 | $12.6M | 3.24% | −470−2.3% | Reduced |
| KG&L Capital Management,LLC | 20,298 | $12.5M | 3.70% | +247+1.2% | Added |
| Retireful, LLC | 20,261 | $12.5M | 8.63% | +20,261 | New |
| TSFG, LLC | 20,225 | $12.5M | 2.26% | −214−1.0% | Reduced |
| Custos Family Office, LLC | 20,211 | $12.5M | 3.98% | −1,616−7.4% | Reduced |
| BlueChip Wealth Advisors LLC | 20,200 | $12.5M | 5.56% | +317+1.6% | Added |
| CRA Financial Services, LLC | 20,100 | $12.4M | 1.90% | +3,115+18.3% | Added |
| Level Four Advisory Services, LLC | 20,092 | $12.4M | 0.46% | −1,203−5.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 20,088 | $12.4M | 0.22% | −294−1.4% | Reduced |
| Financial Guidance Group, Inc. | 20,030 | $12.4M | 6.01% | +61+0.3% | Added |
| Sequent Asset Management, LLC | 20,012 | $12.4M | 9.87% | +7,131+55.4% | Added |
| Lockheed Martin Investment Management Co | 20,000 | $12.4M | 0.45% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 19,997 | $12.4M | 5.41% | −152−0.8% | Reduced |
| Fayez Sarofim & Co | 19,991 | $12.4M | 0.03% | −37,978−65.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 19,905 | $12.3M | 1.35% | −1,334−6.3% | Reduced |
| Gunma Bank,Ltd. | 19,900 | $12.3M | 4.01% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 19,875 | $12.3M | 1.02% | +5,745+40.7% | Added |
| Principal Securities, Inc. | 19,872 | $12.3M | 0.23% | +2,105+11.8% | Added |
| Mayflower Financial Advisors, LLC | 19,871 | $12.3M | 1.71% | −2,314−10.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 19,786 | $12.2M | 0.90% | +390+2.0% | Added |
| Schrum Private Wealth Management LLC | 19,785 | $12.2M | 9.80% | −218−1.1% | Reduced |
| SFMG, LLC | 19,767 | $12.2M | 0.92% | −907−4.4% | Reduced |
| Trust Point Inc. | 19,753 | $12.2M | 1.15% | −587−2.9% | Reduced |
| MidAtlantic Capital Management, Inc. | 19,727 | $12.2M | 8.65% | +106+0.5% | Added |
| Union Savings Bank | 19,204 | $12.1M | 5.58% | −633−3.2% | Reduced |
| Good Life Advisors, LLC | 19,646 | $12.1M | 0.76% | −1,824−8.5% | Reduced |
| Northside Capital Management, LLC | 19,641 | $12.1M | 0.92% | +13,369+213.2% | Added |
| Nations Financial Group Inc, | 19,635 | $12.1M | 0.83% | +122+0.6% | Added |
| Ancora Advisors, LLC | 19,633 | $12.1M | 0.25% | −387−1.9% | Reduced |
| First Washington CORP | 19,628 | $12.1M | 3.91% | +4,995+34.1% | Added |
| Boxwood Ventures, Inc. | 19,550 | $12.1M | 15.68% | 00.0% | Unchanged |