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 |
|---|---|---|---|---|---|
| Perennial Advisors, LLC | 12,144 | $7.50M | 1.39% | +980+8.8% | Added |
| Gillespie Robinson & Grimm Inc | 12,088 | $7.47M | 0.55% | −33−0.3% | Reduced |
| XY Planning Network, Inc. | 12,078 | $7.46M | 2.54% | +11,619+2,531.4% | Added |
| FreeGulliver LLC | 12,073 | $7.46M | 3.44% | 00.0% | Unchanged |
| Maseco LLP | 12,060 | $7.45M | 0.28% | +12,060 | New |
| GeoWealth Management, LLC | 12,044 | $7.44M | 0.29% | +1,257+11.7% | Added |
| DBK Financial Counsel, LLC | 12,044 | $7.44M | 6.73% | −158−1.3% | Reduced |
| Redwood Investment Management, LLC | 12,025 | $7.43M | 0.79% | −4,475−27.1% | Reduced |
| Patten Group, Inc. | 12,017 | $7.42M | 1.57% | −504−4.0% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 11,999 | $7.41M | 1.43% | +193+1.6% | Added |
| Guardian Partners Inc. | 11,820 | $7.38M | 0.66% | +238+2.1% | Added |
| KFA Private Wealth Group, LLC | 11,928 | $7.37M | 2.28% | −57−0.5% | Reduced |
| Redwood Park Advisors LLC | 11,903 | $7.35M | 5.64% | +634+5.6% | Added |
| Gratus Wealth Advisors, LLC | 11,888 | $7.35M | 1.11% | +130+1.1% | Added |
| Ssa Swiss Advisors AG | 11,629 | $7.34M | 3.54% | −4,595−28.3% | Reduced |
| Green Harvest Asset Management LLC | 11,864 | $7.33M | 0.15% | −293−2.4% | Reduced |
| David Loasby | 11,746 | $7.30M | 0.62% | +104+0.9% | Added |
| ORBA Wealth Advisors, L.L.C. | 11,786 | $7.28M | 6.63% | −11,085−48.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 11,762 | $7.27M | 2.98% | +431+3.8% | Added |
| Botty Investors LLC | 11,719 | $7.26M | 2.13% | +5,140+78.1% | Added |
| Retirement Planning Group | 11,729 | $7.25M | 0.31% | +2,420+26.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 11,698 | $7.23M | 0.95% | +1,390+13.5% | Added |
| Prudential PLC | 11,648 | $7.20M | 0.04% | −2,187−15.8% | Reduced |
| Bragg Financial Advisors, Inc | 11,648 | $7.20M | 0.26% | +95+0.8% | Added |
| Invenio Wealth Partners LLC | 11,629 | $7.18M | 2.86% | −50−0.4% | Reduced |
| Millington Financial Advisors, LLC | 11,299 | $7.17M | 3.62% | +261+2.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 11,593 | $7.16M | 0.39% | +2,088+22.0% | Added |
| Audent Global Asset Management, LLC | 11,554 | $7.16M | 5.17% | +200+1.8% | Added |
| Michels Family Financial, LLC | 11,584 | $7.16M | 6.10% | +64+0.6% | Added |
| Vishria Bird Financial Group, LLC | 11,576 | $7.15M | 2.38% | −27−0.2% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 11,552 | $7.14M | 1.07% | +5,749+99.1% | Added |
| BCJ Capital Management, LLC | 11,550 | $7.14M | 0.48% | −2,365−17.0% | Reduced |
| RFG Advisory, LLC | 11,546 | $7.13M | 0.17% | −1,286−10.0% | Reduced |
| Truepoint, Inc. | 11,545 | $7.13M | 0.18% | −25−0.2% | Reduced |
| Amplius Wealth Advisors, LLC | 11,490 | $7.10M | 0.66% | +240+2.1% | Added |
| Providence First Trust Co | 11,487 | $7.10M | 2.51% | +10.0% | Added |
| Paradigm Financial Partners, LLC | 11,439 | $7.07M | 0.77% | +642+5.9% | Added |
| Port Capital LLC | 11,419 | $7.05M | 0.30% | −268−2.3% | Reduced |
| Market Street Wealth Management Advisors LLC | 11,381 | $7.03M | 1.15% | −281−2.4% | Reduced |
| Ibex Wealth Advisors | 11,368 | $7.02M | 0.75% | +2,563+29.1% | Added |
| Clare Market Investments LLC | 11,355 | $7.02M | 1.56% | −2,150−15.9% | Reduced |
| Oliver Luxxe Assets LLC | 11,329 | $7.00M | 1.25% | −660−5.5% | Reduced |
| Checchi Capital Advisers, LLC | 11,308 | $6.99M | 0.49% | +5,815+105.9% | Added |
| JFG Wealth Management, LLC | 11,286 | $6.97M | 1.46% | +611+5.7% | Added |
| Petros Family Wealth, LLC | 11,255 | $6.95M | 6.35% | +1,236+12.3% | Added |
| West Bancorporation Inc | 11,246 | $6.95M | 4.39% | −676−5.7% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 11,230 | $6.94M | 2.78% | +287+2.6% | Added |
| BTC Capital Management, Inc. | 11,227 | $6.94M | 0.57% | 00.0% | Unchanged |
| Centennial Bank | 11,204 | $6.92M | 2.90% | +1,705+17.9% | Added |
| Asset Dedication, LLC | 11,203 | $6.92M | 0.50% | +857+8.3% | Added |
| Verus Capital Partners, LLC | 11,196 | $6.92M | 0.62% | +540+5.1% | Added |
| Fulcrum Equity Management | 11,177 | $6.91M | 7.09% | +5,941+113.5% | Added |
| SageView Advisory Group, LLC | 10,837 | $6.90M | 0.26% | −71−0.7% | Reduced |
| Ashford Capital Management Inc | 11,169 | $6.90M | 0.81% | −12−0.1% | Reduced |
| Madison Park Capital Advisors, LLC | 11,149 | $6.89M | 5.80% | +1,240+12.5% | Added |
| Panagora Asset Management Inc | 11,108 | $6.86M | 0.03% | −3,105−21.8% | Reduced |
| Elyxium Wealth, LLC | 11,093 | $6.85M | 2.57% | −69−0.6% | Reduced |
| Simplicity Wealth,LLC | 11,091 | $6.85M | 0.29% | +1,787+19.2% | Added |
| GSB Wealth Management, LLC | 11,082 | $6.85M | 1.68% | −47−0.4% | Reduced |
| Tempus Wealth Planning, LLC | 11,069 | $6.84M | 1.70% | +2,074+23.1% | Added |
| Guidance Point Advisors, LLC | 11,070 | $6.84M | 1.76% | −50.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,065 | $6.84M | 0.06% | −204−1.8% | Reduced |
| WestEnd Advisors, LLC | 11,061 | $6.84M | 0.17% | −8,311−42.9% | Reduced |
| Meritage Portfolio Management | 11,057 | $6.83M | 0.43% | −683−5.8% | Reduced |
| Turn8 Private Wealth Inc. | 10,762 | $6.80M | 4.91% | +9,608+832.6% | Added |
| Intact Investment Management Inc. | 10,985 | $6.79M | 0.23% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 10,978 | $6.78M | 0.26% | −307−2.7% | Reduced |
| TL Private Wealth | 10,918 | $6.78M | 2.81% | +79+0.7% | Added |
| High Net Worth Advisory Group LLC | 10,955 | $6.77M | 1.79% | +151+1.4% | Added |
| Alta Wealth Advisors LLC | 10,954 | $6.77M | 3.19% | −184−1.7% | Reduced |
| Drexel Morgan & Co. | 10,911 | $6.74M | 1.20% | +475+4.6% | Added |
| Smithfield Trust Co | 10,902 | $6.73M | 0.32% | −67−0.6% | Reduced |
| Copperwynd Financial, LLC | 10,897 | $6.73M | 1.68% | −24,786−69.5% | Reduced |
| MGO Private Wealth, LLC | 10,869 | $6.72M | 4.30% | −405−3.6% | Reduced |
| DHK Financial Advisors, Inc. | 10,782 | $6.68M | 3.84% | −7,784−41.9% | Reduced |
| Sierra Capital LLC | 10,795 | $6.67M | 0.77% | −43−0.4% | Reduced |
| One Day In July LLC | 10,779 | $6.66M | 0.60% | −13−0.1% | Reduced |
| Trust Co of the South | 10,777 | $6.66M | 1.18% | +45+0.4% | Added |
| Solano Wealth Investment Advisors LLC | 10,743 | $6.64M | 3.41% | +498+4.9% | Added |
| Howe & Rusling Inc | 10,713 | $6.62M | 0.49% | +429+4.2% | Added |
| OmniStar Financial Group, Inc. | 10,707 | $6.62M | 4.95% | +27+0.3% | Added |
| Levin Capital Strategies, L.P. | 10,695 | $6.61M | 0.65% | +3,061+40.1% | Added |
| Joseph P. Lucia & Associates, LLC | 10,685 | $6.60M | 2.70% | +1,607+17.7% | Added |
| Founders Capital Management | 10,658 | $6.59M | 3.95% | +309+3.0% | Added |
| One River Asset Management, LLC | 10,682 | $6.57M | 25.69% | +10,682 | New |
| Arrowroot Family Office, LLC | 10,611 | $6.56M | 2.94% | +10,611 | New |
| First American Trust, FSB | 10,602 | $6.55M | 0.52% | −2,337−18.1% | Reduced |
| Dale Q Rice Investment Management Ltd | 10,461 | $6.53M | 5.42% | −9,231−46.9% | Reduced |
| Wick Capital Partners, LLC | 419 | $6.53M | 1.70% | −10,153−96.0% | Reduced |
| Armbruster Capital Management, Inc. | 10,550 | $6.52M | 1.18% | −214−2.0% | Reduced |
| Round Rock Advisors, LLC | 10,546 | $6.52M | 1.12% | +892+9.2% | Added |
| Lockerman Financial Group, Inc. | 10,532 | $6.51M | 8.76% | +1,081+11.4% | Added |
| Shoker Investment Counsel, Inc. | 10,514 | $6.50M | 2.04% | −422−3.9% | Reduced |
| Founders Financial Alliance, LLC | 10,504 | $6.49M | 1.48% | +504+5.0% | Added |
| Peoples Bank | 10,472 | $6.47M | 4.00% | −270−2.5% | Reduced |
| Guyasuta Investment Advisors Inc | 10,447 | $6.45M | 0.40% | +302+3.0% | Added |
| Capital Analysts, LLC | 10,442 | $6.45M | 0.22% | −1,088−9.4% | Reduced |
| Convergence Financial, LLC | 10,432 | $6.45M | 1.11% | +8,333+397.0% | Added |
| Polymer Capital Management (HK) LTD | 10,429 | $6.44M | 1.01% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 10,419 | $6.44M | 1.04% | −1,308−11.2% | Reduced |