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 |
|---|---|---|---|---|---|
| CFM Wealth Partners LLC | 16,949 | $10.5M | 1.67% | −200−1.2% | Reduced |
| Godsey & Gibb Associates | 16,944 | $10.5M | 0.98% | −369−2.1% | Reduced |
| Davies Financial Advisors, Inc. | 16,923 | $10.5M | 8.12% | −695−3.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,870 | $10.4M | 0.37% | −10.0% | Reduced |
| Caerus Investment Advisors, LLC | 16,835 | $10.4M | 9.92% | −1,202−6.7% | Reduced |
| Spears Abacus Advisors LLC | 16,826 | $10.4M | 0.21% | +1,454+9.5% | Added |
| Winthrop Capital Management, LLC | 16,758 | $10.4M | 2.62% | −428−2.5% | Reduced |
| Forum Financial Management, LP | 16,737 | $10.3M | 0.16% | +382+2.3% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 16,717 | $10.3M | 18.26% | −64,255−79.4% | Reduced |
| waypoint wealth counsel | 16,711 | $10.3M | 5.12% | +1,279+8.3% | Added |
| Banque Cantonale Vaudoise | 16,652 | $10.3M | 0.42% | +771+4.9% | Added |
| Paragon Capital Management Ltd | 16,640 | $10.3M | 1.86% | −51−0.3% | Reduced |
| Ingalls & Snyder LLC | 16,631 | $10.3M | 0.37% | +12,954+352.3% | Added |
| X-Square Capital, LLC | 16,622 | $10.3M | 3.69% | +1,013+6.5% | Added |
| Peddock Capital Advisors, LLC | 16,616 | $10.3M | 2.37% | −24−0.1% | Reduced |
| Sigma Investment Counselors Inc | 16,593 | $10.3M | 0.56% | +277+1.7% | Added |
| Zevin Asset Management LLC | 16,586 | $10.2M | 1.47% | +799+5.1% | Added |
| Coastal Bridge Advisors, LLC | 16,782 | $10.2M | 0.85% | +1,601+10.5% | Added |
| F/M Investments LLC | 16,561 | $10.2M | 0.37% | +1,504+10.0% | Added |
| Summit Wealth Partners, LLC | 16,551 | $10.2M | 1.95% | +1,359+8.9% | Added |
| Cordatus Wealth Management LLC | 16,518 | $10.2M | 2.51% | −1,040−5.9% | Reduced |
| Diversified Enterprises, LLC | 16,435 | $10.2M | 0.76% | +5,037+44.2% | Added |
| First Citizens Bank & Trust Co | 16,419 | $10.1M | 0.18% | −1,708−9.4% | Reduced |
| RB Capital Management, LLC | 16,298 | $10.1M | 2.28% | +597+3.8% | Added |
| Marquette Associates, Inc. | 16,296 | $10.1M | 9.87% | +127+0.8% | Added |
| MGB Wealth Management, LLC | 16,313 | $10.1M | 3.31% | +2,671+19.6% | Added |
| QRG Capital Management, Inc. | 16,260 | $10.0M | 0.09% | +1,586+10.8% | Added |
| Lyell Wealth Management, LP | 16,241 | $10.0M | 0.79% | −2,976−15.5% | Reduced |
| Roman Butler Fullerton & Co | 15,726 | $10.0M | 2.95% | +8,298+111.7% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 16,209 | $10.0M | 9.63% | −713−4.2% | Reduced |
| E Fund Management Co., Ltd. | 16,209 | $10.0M | 0.48% | −713−4.2% | Reduced |
| Legacy Edge Advisors, LLC | 16,183 | $10.0M | 1.34% | −155−0.9% | Reduced |
| Next Level Private LLC | 16,138 | $9.97M | 3.25% | −66−0.4% | Reduced |
| Empirical Asset Management, LLC | 16,130 | $9.97M | 3.08% | +1,755+12.2% | Added |
| RMR Wealth Builders | 16,129 | $9.97M | 0.91% | +822+5.4% | Added |
| Courier Capital LLC | 16,109 | $9.95M | 0.60% | +78+0.5% | Added |
| Canandaigua National Trust Co of Florida | 16,084 | $9.94M | 7.07% | +1,430+9.8% | Added |
| Old North State Trust, LLC | 16,073 | $9.93M | 6.79% | −188−1.2% | Reduced |
| Van Cleef Asset Management,Inc | 16,051 | $9.92M | 1.07% | −475−2.9% | Reduced |
| Perfromance Wealth Partners, LLC | 16,041 | $9.91M | 0.32% | +821+5.4% | Added |
| Garrett Investment Advisors LLC | 16,014 | $9.89M | 0.88% | −103−0.6% | Reduced |
| Nelson Capital Management, LLC | 15,950 | $9.85M | 1.30% | +416+2.7% | Added |
| Perritt Capital Management Inc | 15,942 | $9.85M | 5.09% | −21−0.1% | Reduced |
| Ackerman Asset Management, LLC | 15,908 | $9.83M | 7.87% | −30.0% | Reduced |
| StoneX Group Inc. | 15,781 | $9.78M | 0.48% | −1,238−7.3% | Reduced |
| Heritage Wealth Advisors | 15,811 | $9.77M | 0.46% | −886−5.3% | Reduced |
| Peak Asset Management, LLC | 15,798 | $9.76M | 1.79% | −59−0.4% | Reduced |
| Community Bank, N.A. | 15,794 | $9.76M | 1.28% | −156−1.0% | Reduced |
| KKM Financial LLC | 15,761 | $9.75M | 3.39% | +1,468+10.3% | Added |
| Jackson Square Capital, LLC | 15,766 | $9.74M | 2.16% | +9,847+166.4% | Added |
| Warwick Investment Management, Inc. | 15,711 | $9.71M | 1.88% | −2,049−11.5% | Reduced |
| SeaCrest Wealth Management, LLC | 15,706 | $9.70M | 1.05% | −188−1.2% | Reduced |
| Pasadena Private Wealth, LLC | 15,692 | $9.70M | 1.66% | −1,989−11.2% | Reduced |
| Fedenia Advisers LLC | 15,684 | $9.69M | 4.58% | +15,684 | New |
| Pittenger & Anderson Inc | 15,677 | $9.69M | 0.35% | −856−5.2% | Reduced |
| St. Johns Investment Management Company, LLC | 15,663 | $9.68M | 4.44% | −1,765−10.1% | Reduced |
| Avantax Planning Partners, Inc. | 15,647 | $9.67M | 0.31% | +1,090+7.5% | Added |
| Cerro Pacific Wealth Advisors LLC | 15,630 | $9.66M | 2.68% | +3,052+24.3% | Added |
| Cypress Wealth Services, LLC | 15,596 | $9.64M | 1.73% | +3,286+26.7% | Added |
| Hedeker Wealth, LLC | 15,417 | $9.53M | 2.22% | +77+0.5% | Added |
| Schear Investment Advisers, LLC | 15,411 | $9.52M | 4.71% | +14,743+2,207.0% | Added |
| Keystone Wealth Services, LLC | 15,320 | $9.47M | 2.28% | −768−4.8% | Reduced |
| Betterment LLC | 15,318 | $9.46M | 0.02% | +861+6.0% | Added |
| Enterprise Bank & Trust Co | 15,296 | $9.45M | 3.53% | −90−0.6% | Reduced |
| Greenwood Gearhart Inc | 15,290 | $9.45M | 0.59% | +478+3.2% | Added |
| Cypress Capital Advisors, LLC | 15,290 | $9.45M | 5.91% | −417−2.7% | Reduced |
| GenWealth Group, Inc. | 15,285 | $9.44M | 1.90% | −123−0.8% | Reduced |
| Ronald Blue Trust, Inc. | 15,233 | $9.41M | 0.11% | −801−5.0% | Reduced |
| First International Bank of Israel Ltd. | 15,227 | $9.41M | 5.54% | +15,227 | New |
| Towercrest Capital Management | 15,226 | $9.41M | 1.68% | +702+4.8% | Added |
| Global Strategic Investment Solutions, LLC | 15,169 | $9.37M | 1.00% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 15,124 | $9.34M | 0.13% | +649+4.5% | Added |
| Lowery Thomas, LLC | 15,100 | $9.33M | 5.97% | −40−0.3% | Reduced |
| Wealth Alliance | 15,044 | $9.30M | 1.04% | +477+3.3% | Added |
| Wilmar Advisors LLC | 15,000 | $9.27M | 8.89% | 00.0% | Unchanged |
| Tandem Financial, LLC | 14,950 | $9.26M | 8.70% | +6,785+83.1% | Added |
| Venturi Wealth Management, LLC | 14,938 | $9.23M | 0.46% | +1,514+11.3% | Added |
| Smith & Howard Wealth Management, LLC | 14,919 | $9.22M | 2.34% | +200+1.4% | Added |
| Roundview Capital LLC | 14,903 | $9.21M | 0.62% | +42+0.3% | Added |
| Columbia Asset Management | 14,901 | $9.21M | 1.81% | +500+3.5% | Added |
| TCI Wealth Advisors, Inc. | 14,873 | $9.19M | 0.63% | +5,558+59.7% | Added |
| Pinnacle Financial Group, LLC | 14,812 | $9.15M | 3.06% | −37−0.2% | Reduced |
| Nvest Financial, LLC | 14,796 | $9.14M | 4.76% | +804+5.7% | Added |
| Westmount Partners, LLC | 14,794 | $9.14M | 2.51% | +133+0.9% | Added |
| Triumph Capital Management | 14,754 | $9.12M | 2.74% | −1,383−8.6% | Reduced |
| Exencial Wealth Advisors, LLC | 14,729 | $9.10M | 0.32% | −1,774−10.7% | Reduced |
| Trust Co of Vermont | 14,668 | $9.06M | 0.43% | +1,334+10.0% | Added |
| Quadrant Private Wealth Management, LLC | 14,577 | $9.03M | 1.87% | +263+1.8% | Added |
| Burling Wealth Partners, LLC | 14,542 | $8.98M | 1.66% | +5,936+69.0% | Added |
| Procyon Private Wealth Partners, LLC | 14,524 | $8.97M | 0.85% | −23,784−62.1% | Reduced |
| First American Bank | 14,478 | $8.95M | 0.61% | +96+0.7% | Added |
| Bolthouse Investments, LLC | 14,464 | $8.94M | 8.85% | +660+4.8% | Added |
| Citizens Business Bank | 14,421 | $8.91M | 1.73% | −1,119−7.2% | Reduced |
| Successful Portfolios LLC | 14,380 | $8.88M | 5.46% | −99−0.7% | Reduced |
| Harbor Investment Advisory, LLC | 14,374 | $8.88M | 0.79% | +999+7.5% | Added |
| Financial Advisory Service, Inc. | 14,322 | $8.85M | 0.65% | +803+5.9% | Added |
| Legacy Trust | 14,176 | $8.76M | 2.15% | −12,076−46.0% | Reduced |
| Goelzer Investment Management, Inc. | 14,140 | $8.74M | 0.48% | −197−1.4% | Reduced |
| NBT Bank N A | 14,139 | $8.74M | 0.60% | −1,523−9.7% | Reduced |
| Jupiter Wealth Management LLC | 13,538 | $8.73M | 4.41% | −125−0.9% | Reduced |