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 |
|---|---|---|---|---|---|
| LVM Capital Management Ltd | 19,588 | $12.1M | 1.26% | −1,634−7.7% | Reduced |
| Bigelow Investment Advisors, LLC | 19,549 | $12.1M | 5.32% | −1,756−8.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 19,519 | $12.1M | 0.60% | +2,256+13.1% | Added |
| Global Financial Private Client, LLC | 19,495 | $12.0M | 4.52% | +168+0.9% | Added |
| Balboa Wealth Partners | 19,493 | $12.0M | 2.42% | −1,217−5.9% | Reduced |
| Bedel Financial Consulting, Inc. | 19,488 | $12.0M | 1.64% | −25−0.1% | Reduced |
| Tfo-TDC, LLC | 19,461 | $12.0M | 2.12% | +70+0.4% | Added |
| Channel Wealth LLC | 19,379 | $12.0M | 3.39% | +107+0.6% | Added |
| Biltmore Family Office, LLC | 19,297 | $12.0M | 2.02% | −5,129−21.0% | Reduced |
| Aries Wealth Management | 19,344 | $12.0M | 3.12% | −641−3.2% | Reduced |
| Quadcap Wealth Management, LLC | 19,341 | $11.9M | 1.52% | +583+3.1% | Added |
| Lansing Street Advisors | 19,267 | $11.9M | 3.56% | +1,590+9.0% | Added |
| Paulson Wealth Management Inc. | 19,316 | $11.9M | 3.09% | −581−2.9% | Reduced |
| Terry L. Blaker | 19,313 | $11.9M | 0.46% | −168−0.9% | Reduced |
| Edge Financial Advisors LLC | 19,256 | $11.9M | 6.27% | +19+0.1% | Added |
| Confluence Investment Management LLC | 19,222 | $11.9M | 0.17% | −19,227−50.0% | Reduced |
| Sassicaia Capital Advisers LLC | 19,200 | $11.9M | 7.46% | +17,300+910.5% | Added |
| Lazard Asset Management LLC | 19,193 | $11.9M | 0.02% | −12,358−39.2% | Reduced |
| ORG Partners LLC | 19,184 | $11.9M | 2.53% | +3,067+19.0% | Added |
| GQG Partners LLC | 19,184 | $11.9M | 0.02% | +9,041+89.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 19,120 | $11.8M | 0.26% | −605−3.1% | Reduced |
| Seeds Investor LLC | 19,143 | $11.8M | 2.78% | +13,167+220.3% | Added |
| Sentinus, LLC | 19,057 | $11.8M | 2.89% | −207−1.1% | Reduced |
| Varma Mutual Pension Insurance Co | 19,000 | $11.7M | 0.09% | +19,000 | New |
| Stark Wealth Management LLC | 21,780 | $11.7M | 16.74% | +20,717+1,948.9% | Added |
| Waterloo Capital, L.P. | 18,932 | $11.7M | 0.94% | +4,294+29.3% | Added |
| Triglav Skladi, D.O.O. | 18,915 | $11.7M | 0.84% | −1,230−6.1% | Reduced |
| Nixon Peabody Trust Co | 18,914 | $11.7M | 0.91% | −940−4.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 18,839 | $11.6M | 2.57% | +171+0.9% | Added |
| Oxler Private Wealth LLC | 18,835 | $11.6M | 3.66% | −146−0.8% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 18,821 | $11.6M | 3.31% | −218−1.1% | Reduced |
| L.M. Kohn & Company | 18,805 | $11.6M | 3.13% | −1,409−7.0% | Reduced |
| Wedmont Private Capital | 18,608 | $11.6M | 0.50% | +2,596+16.2% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 18,793 | $11.6M | 5.46% | −377−2.0% | Reduced |
| Lee-Kelleher Wealth Management | 18,784 | $11.6M | 7.71% | −471−2.4% | Reduced |
| Symphony Financial, Ltd. Co. | 7,852 | $11.6M | 1.51% | +7,254+1,213.0% | Added |
| Cordant, Inc. | 18,634 | $11.5M | 5.56% | −220−1.2% | Reduced |
| Second Half Financial Partners, LLC | 18,589 | $11.5M | 5.41% | +8,495+84.2% | Added |
| Qalhat Capital Ltd | 18,585 | $11.5M | 1.63% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 18,552 | $11.5M | 3.13% | +37+0.2% | Added |
| First National Bank of Omaha | 18,548 | $11.5M | 0.74% | −734−3.8% | Reduced |
| Berkshire Asset Management LLC | 18,531 | $11.4M | 0.52% | −344−1.8% | Reduced |
| Northern Financial Advisors Inc | 18,469 | $11.4M | 8.57% | −178−1.0% | Reduced |
| Constant Guidance Financial LLC | 18,409 | $11.4M | 11.44% | −1,368−6.9% | Reduced |
| Vista Investment Partners LLC | 18,376 | $11.4M | 3.27% | +56+0.3% | Added |
| Weil Company, Inc. | 18,359 | $11.3M | 2.99% | −17,036−48.1% | Reduced |
| Mather Group, LLC. | 18,341 | $11.3M | 0.12% | +203+1.1% | Added |
| Zurich Insurance Group Ltd | 18,239 | $11.3M | 0.09% | −2,800−13.3% | Reduced |
| Advisor OS, LLC | 18,320 | $11.3M | 1.11% | −5,880−24.3% | Reduced |
| Van Hulzen Asset Management, LLC | 18,277 | $11.3M | 0.94% | −188−1.0% | Reduced |
| Schroder Investment Management Group | 18,195 | $11.2M | 0.01% | +2,868+18.7% | Added |
| Principle Wealth Partners LLC | 18,190 | $11.2M | 0.70% | +10+0.1% | Added |
| Chilton Investment Co LLC | 18,156 | $11.2M | 0.25% | −4,088−18.4% | Reduced |
| Baker Avenue Asset Management, LP | 18,144 | $11.2M | 0.32% | −152−0.8% | Reduced |
| Bensler, LLC | 18,054 | $11.2M | 1.25% | +372+2.1% | Added |
| Ascent Group, LLC | 17,995 | $11.1M | 0.43% | +19+0.1% | Added |
| NBW Capital LLC | 17,987 | $11.1M | 2.40% | −322−1.8% | Reduced |
| Caliber Wealth Management, LLC | 17,985 | $11.1M | 1.19% | −2,363−11.6% | Reduced |
| First Hawaiian Bank | 17,968 | $11.1M | 1.51% | 00.0% | Unchanged |
| Vienna Asset Management LLC | 17,938 | $11.1M | 7.64% | +2,786+18.4% | Added |
| LMG Wealth Partners, LLC | 17,900 | $11.1M | 2.27% | +1,315+7.9% | Added |
| Cavalier Investments, LLC | 17,855 | $11.0M | 3.34% | −2,716−13.2% | Reduced |
| First Foundation Advisors | 17,840 | $11.0M | 0.41% | −2,723−13.2% | Reduced |
| Planning Alternatives Ltd | 17,830 | $11.0M | 1.53% | −579−3.1% | Reduced |
| Canopy Partners, LLC | 17,797 | $11.0M | 4.03% | −61−0.3% | Reduced |
| Northstar Asset Management LLC | 17,768 | $11.0M | 2.53% | −50−0.3% | Reduced |
| J. W. Coons Advisors, LLC | 17,764 | $11.0M | 2.48% | −35−0.2% | Reduced |
| SpringVest Wealth Management LLC | 17,706 | $11.0M | 8.88% | +302+1.7% | Added |
| Mission Creek Capital Partners, Inc. | 17,721 | $10.9M | 2.43% | −708−3.8% | Reduced |
| Iams Wealth Management, LLC | 17,720 | $10.9M | 5.03% | +449+2.6% | Added |
| Zhang Financial LLC | 17,654 | $10.9M | 0.50% | +960+5.8% | Added |
| Cornell Pochily Investment Advisors, Inc. | 17,631 | $10.9M | 3.56% | +392+2.3% | Added |
| Impact Partnership Wealth, LLC | 17,618 | $10.9M | 2.01% | +4,527+34.6% | Added |
| Sage Capital Advisors,llc | 17,608 | $10.9M | 2.69% | +36+0.2% | Added |
| Capital Advisors Wealth Management, LLC | 17,572 | $10.9M | 1.71% | +939+5.6% | Added |
| Consolidated Planning Corp | 17,554 | $10.8M | 1.36% | +9,816+126.9% | Added |
| Prism Advisors, Inc. | 17,509 | $10.8M | 3.08% | −49−0.3% | Reduced |
| Eagle Strategies LLC | 17,491 | $10.8M | 1.65% | +809+4.8% | Added |
| Atlas Capital Advisors LLC | 17,470 | $10.8M | 1.32% | −863−4.7% | Reduced |
| Wernau Asset Management Inc. | 17,408 | $10.8M | 12.16% | −459−2.6% | Reduced |
| Plancorp, LLC | 17,391 | $10.7M | 0.37% | −253−1.4% | Reduced |
| Oxinas Partners Wealth Management LLC | 17,352 | $10.7M | 5.50% | +4,666+36.8% | Added |
| AGH Wealth Advisors, LLC | 17,320 | $10.7M | 8.82% | +7,399+74.6% | Added |
| Ascent Wealth Partners, LLC | 17,326 | $10.7M | 1.32% | +10,889+169.2% | Added |
| Elios Financial Group Inc. | 17,301 | $10.7M | 4.85% | −1,039−5.7% | Reduced |
| Codex Capital Asset Management L.L.C. | 17,270 | $10.7M | 4.27% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 17,256 | $10.7M | 0.69% | −378−2.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 17,252 | $10.7M | 1.26% | +6,732+64.0% | Added |
| Edgewood Management LLC | 17,198 | $10.6M | 0.03% | −6,307−26.8% | Reduced |
| Frazier Financial Advisors, LLC | 17,178 | $10.6M | 7.49% | +247+1.5% | Added |
| Roger Wittlin Investment Advisory, LLC | 17,176 | $10.6M | 5.92% | −1,258−6.8% | Reduced |
| IronBridge Private Wealth, LLC | 17,131 | $10.6M | 3.69% | −55−0.3% | Reduced |
| PFM Health Sciences, LP | 17,129 | $10.6M | 0.92% | +17,129 | New |
| 1248 Management, LLC | 17,033 | $10.6M | 3.90% | 00.0% | Unchanged |
| Nwam LLC | 16,832 | $10.6M | 0.61% | +10,828+180.3% | Added |
| MinichMacGregor Wealth Management, LLC | 17,039 | $10.5M | 2.25% | −4,854−22.2% | Reduced |
| Arlington Trust Co LLC | 16,996 | $10.5M | 2.05% | −24−0.1% | Reduced |
| Moloney Securities Asset Management, LLC | 16,994 | $10.5M | 1.30% | +119+0.7% | Added |
| Sora Investors LLC | 16,965 | $10.5M | 0.95% | +16,965 | New |
| Vivaldi Capital Management, LLC | 16,957 | $10.5M | 1.57% | +874+5.4% | Added |