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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 14,111 | $8.72M | 0.93% | −265−1.8% | Reduced |
| Plum Street Advisors, LLC | 14,088 | $8.70M | 3.84% | −576−3.9% | Reduced |
| Latko Wealth Management, Ltd. | 14,070 | $8.69M | 4.89% | −119−0.8% | Reduced |
| Creative Financial Designs Inc | 14,068 | $8.69M | 0.63% | +745+5.6% | Added |
| Cannon Advisors, Inc. | 14,046 | $8.68M | 6.99% | −2,933−17.3% | Reduced |
| Cambridge Associates LLC | 14,034 | $8.67M | 0.19% | −7,108−33.6% | Reduced |
| Linscomb & Williams, Inc. | 14,014 | $8.66M | 0.40% | −996−6.6% | Reduced |
| Waddell & Associates, LLC | 14,010 | $8.66M | 0.92% | +124+0.9% | Added |
| Colorado Capital Management, Inc. | 13,991 | $8.64M | 3.70% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 13,992 | $8.64M | 0.82% | 00.0% | Unchanged |
| CVFG LLC | 13,987 | $8.64M | 6.86% | +334+2.4% | Added |
| Vision Financial Markets LLC | 13,950 | $8.62M | 8.12% | +26+0.2% | Added |
| Iron Financial, LLC | 13,945 | $8.62M | 4.56% | +114+0.8% | Added |
| Symmetry Investments LP | 13,916 | $8.60M | 0.72% | −19,616−58.5% | Reduced |
| Clear Creek Financial Management, LLC | 13,889 | $8.58M | 0.82% | +2,191+18.7% | Added |
| Tactive Advisors, LLC | 13,892 | $8.58M | 2.78% | +13,892 | New |
| Ignite Planners, LLC | 13,657 | $8.57M | 1.49% | −12−0.1% | Reduced |
| Voya Investment Management LLC | 13,798 | $8.53M | 0.01% | −5,450−28.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 13,794 | $8.52M | 3.18% | +351+2.6% | Added |
| Tyler-Stone Wealth Management | 13,786 | $8.52M | 1.37% | −1,206−8.0% | Reduced |
| Sitrin Capital Management LLC | 13,740 | $8.51M | 4.34% | +661+5.1% | Added |
| International Private Wealth Advisors LLC | 13,755 | $8.50M | 7.29% | +1,418+11.5% | Added |
| Leo Wealth, LLC | 13,750 | $8.50M | 0.66% | +2,048+17.5% | Added |
| J. Goldman & Co LP | 13,721 | $8.48M | 0.27% | −3,948−22.3% | Reduced |
| CMG Global Holdings, LLC | 13,294 | $8.47M | 4.46% | +2,988+29.0% | Added |
| Helen Stephens Group, LLC | 13,695 | $8.46M | 2.10% | +364+2.7% | Added |
| Abner Herrman & Brock LLC | 13,695 | $8.46M | 0.94% | −1,136−7.7% | Reduced |
| Washington Capital Management Inc | 13,671 | $8.45M | 6.28% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 13,624 | $8.42M | 0.68% | +313+2.4% | Added |
| ZWJ Investment Counsel Inc | 13,594 | $8.40M | 0.31% | −30.0% | Reduced |
| Frisco Financial Planning LLC | 13,587 | $8.39M | 7.64% | −43−0.3% | Reduced |
| VisionPoint Advisory Group, LLC | 13,580 | $8.39M | 1.82% | +9,102+203.3% | Added |
| Capital Investment Advisory Services, LLC | 13,524 | $8.36M | 0.68% | +834+6.6% | Added |
| Krilogy Financial LLC | 13,437 | $8.30M | 0.48% | +1,493+12.5% | Added |
| Madrid Financial Services | 13,435 | $8.30M | 5.62% | +784+6.2% | Added |
| Clear Street LLC | 13,408 | $8.28M | 0.05% | −254−1.9% | Reduced |
| Cozad Asset Management Inc | 13,371 | $8.26M | 0.72% | −113−0.8% | Reduced |
| Capital Wealth Management, LLC | 13,369 | $8.26M | 3.08% | −64−0.5% | Reduced |
| Brightwater Advisory LLC | 13,330 | $8.24M | 5.94% | −73−0.5% | Reduced |
| Atom Investors LP | 13,308 | $8.22M | 0.73% | +3,591+37.0% | Added |
| Camarda Financial Advisors, LLC | 13,250 | $8.19M | 3.22% | −26,910−67.0% | Reduced |
| Fortress Wealth Group, LLC | 12,967 | $8.18M | 3.85% | −547−4.0% | Reduced |
| Two Sigma Securities, LLC | 13,232 | $8.18M | 1.01% | +7,244+121.0% | Added |
| Sunbelt Securities, Inc. | 13,874 | $8.13M | 0.72% | −1,609−10.4% | Reduced |
| Collective Family Office LLC | 13,138 | $8.12M | 2.08% | −85−0.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 13,117 | $8.10M | 2.53% | −1,961−13.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 63,014 | $8.10M | 1.84% | −12,676−16.7% | Reduced |
| Blueprint Investment Partners LLC | 13,066 | $8.07M | 1.43% | +1,960+17.6% | Added |
| Raleigh Capital Management Inc. | 13,039 | $8.06M | 3.38% | +3,782+40.9% | Added |
| Glassman Wealth Services | 13,007 | $8.04M | 1.23% | +414+3.3% | Added |
| Summit Wealth & Retirement Planning, Inc. | 13,000 | $8.03M | 2.16% | −29−0.2% | Reduced |
| First City Capital Management, Inc. | 12,974 | $8.02M | 4.63% | −11−0.1% | Reduced |
| WBH Advisory Inc | 12,974 | $8.02M | 0.68% | −1,763−12.0% | Reduced |
| Motiv8 Investments LLC | 12,887 | $7.96M | 4.87% | +1,109+9.4% | Added |
| Certified Advisory Corp | 12,882 | $7.96M | 0.83% | +495+4.0% | Added |
| Operose Advisors LLC | 12,872 | $7.95M | 2.24% | −5,616−30.4% | Reduced |
| Midwestern Financial, LLC | 12,849 | $7.94M | 7.44% | +12,849 | New |
| Lewis Asset Management, LLC | 12,810 | $7.91M | 3.72% | +12,810 | New |
| Autumn Glory Partners, LLC | 12,790 | $7.90M | 3.70% | +1,776+16.1% | Added |
| M.D. Sass Investors Services, Inc. | 12,790 | $7.90M | 0.64% | +1,810+16.5% | Added |
| Rehmann Capital Advisory Group | 12,783 | $7.90M | 0.48% | +1,018+8.7% | Added |
| AlphaStar Capital Management, LLC | 12,731 | $7.87M | 0.55% | −991−7.2% | Reduced |
| Annex Advisory Services, LLC | 12,730 | $7.87M | 0.19% | +1,731+15.7% | Added |
| Bank of New Hampshire | 12,721 | $7.86M | 1.95% | +229+1.8% | Added |
| Quent Capital, LLC | 12,713 | $7.86M | 0.76% | −3,159−19.9% | Reduced |
| World Equity Group, Inc. | 12,687 | $7.84M | 2.14% | −333−2.6% | Reduced |
| Corundum Group, Inc. | 12,668 | $7.83M | 3.46% | +95+0.8% | Added |
| Annandale Capital, LLC | 12,662 | $7.82M | 1.44% | −1,607−11.3% | Reduced |
| Savoie Capital LLC | 12,613 | $7.79M | 0.97% | +110+0.9% | Added |
| Florida Financial Advisors, LLC | 12,597 | $7.78M | 2.58% | +529+4.4% | Added |
| NWF Advisory Services Inc. | 12,593 | $7.78M | 0.93% | +1,317+11.7% | Added |
| American Trust | 12,568 | $7.77M | 0.73% | +9,172+270.1% | Added |
| Charter Trust Co | 12,545 | $7.75M | 0.50% | +443+3.7% | Added |
| Burns J W & Co Inc | 12,527 | $7.74M | 0.94% | +1,674+15.4% | Added |
| Cassaday & Co Wealth Management LLC | 12,527 | $7.74M | 0.19% | +1,082+9.5% | Added |
| Farmers & Merchants Investments Inc | 12,524 | $7.74M | 0.23% | −319−2.5% | Reduced |
| Private Client Services, LLC | 12,478 | $7.71M | 3.00% | +1,583+14.5% | Added |
| Moody National Bank Trust Division | 12,450 | $7.69M | 0.70% | +8+0.1% | Added |
| Veracity Capital LLC | 12,450 | $7.69M | 2.67% | −222−1.8% | Reduced |
| Kanawha Capital Management LLC | 12,430 | $7.68M | 0.57% | −36−0.3% | Reduced |
| Blue Fin Capital, Inc. | 12,423 | $7.68M | 1.31% | −2,925−19.1% | Reduced |
| Topsail Wealth Management, LLC | 12,418 | $7.67M | 1.40% | +507+4.3% | Added |
| Novem Group | 12,406 | $7.67M | 0.97% | +1,306+11.8% | Added |
| Aurora Private Wealth, Inc. | 12,385 | $7.65M | 5.66% | −1,847−13.0% | Reduced |
| Lighthouse Investment Partners, LLC | 12,351 | $7.63M | 0.33% | +351+2.9% | Added |
| Strategy Asset Managers LLC | 12,312 | $7.61M | 1.42% | +214+1.8% | Added |
| Northeast Financial Group, Inc. | 12,302 | $7.60M | 2.41% | +3,471+39.3% | Added |
| New Age Alpha Advisors, LLC | 12,287 | $7.59M | 0.33% | +561+4.8% | Added |
| Ameliora Wealth Management Ltd. | 12,248 | $7.57M | 2.71% | −57−0.5% | Reduced |
| Colony Family Offices, LLC | 12,208 | $7.56M | 1.96% | +3,761+44.5% | Added |
| Aspire Capital Advisors LLC | 12,229 | $7.56M | 2.09% | +166+1.4% | Added |
| HBK Sorce Advisory LLC | 12,225 | $7.55M | 0.20% | +784+6.9% | Added |
| Sage Capital Management, LLC | 12,221 | $7.55M | 3.63% | +164+1.4% | Added |
| Covenant Asset Management, LLC | 12,208 | $7.54M | 1.55% | +427+3.6% | Added |
| EWG Elevate Inc. | 12,205 | $7.54M | 2.32% | −12,356−50.3% | Reduced |
| Cliffwater LLC | 12,204 | $7.54M | 1.55% | 00.0% | Unchanged |
| Holocene Advisors, LP | 12,192 | $7.53M | 0.02% | −27,829−69.5% | Reduced |
| Tandem Investment Partners LLC | 12,185 | $7.53M | 6.57% | −1,445−10.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 12,163 | $7.52M | 0.87% | +171+1.4% | Added |
| Intrua Financial, LLC | 12,159 | $7.51M | 1.08% | +2,547+26.5% | Added |