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 |
|---|---|---|---|---|---|
| Fortitude Advisory Group L.L.C. | 10,401 | $6.43M | 3.67% | −34−0.3% | Reduced |
| My Personal CFO, LLC | 10,395 | $6.42M | 2.92% | +40.0% | Added |
| Skopos Labs, Inc. | 10,393 | $6.42M | 0.84% | −936−8.3% | Reduced |
| TruNorth Capital Management, LLC | 10,386 | $6.42M | 1.43% | −148−1.4% | Reduced |
| Reyes Financial Architecture, Inc. | 10,363 | $6.40M | 5.52% | −21,547−67.5% | Reduced |
| Nemes Rush Group LLC | 10,357 | $6.40M | 0.70% | +3,621+53.8% | Added |
| Herbst Group, LLC | 10,353 | $6.40M | 3.83% | +802+8.4% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 10,304 | $6.37M | 0.45% | +175+1.7% | Added |
| Walkner Condon Financial Advisors LLC | 10,294 | $6.36M | 1.17% | +442+4.5% | Added |
| Brookwood Investment Group LLC | 10,274 | $6.35M | 1.02% | +2,386+30.2% | Added |
| Palo DS Manager LLC | 10,274 | $6.35M | 2.80% | +10,274 | New |
| Old Second National Bank of Aurora | 10,263 | $6.34M | 1.38% | −1,003−8.9% | Reduced |
| Personal Cfo Solutions, LLC | 10,251 | $6.33M | 1.17% | +868+9.3% | Added |
| Sharper & Granite LLC | 10,191 | $6.32M | 2.40% | +401+4.1% | Added |
| Litman Gregory Asset Management LLC | 10,221 | $6.32M | 0.50% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 10,220 | $6.31M | 4.38% | +37+0.4% | Added |
| Oder Investment Management, LLC | 10,202 | $6.30M | 4.76% | −412−3.9% | Reduced |
| Journey Advisory Group, LLC | 8,618 | $6.25M | 0.49% | −30−0.3% | Reduced |
| Hohimer Wealth Management, LLC | 10,105 | $6.24M | 1.11% | +40.0% | Added |
| Absolute Capital Management, LLC | 10,098 | $6.24M | 3.14% | +318+3.3% | Added |
| Latitude Advisors, LLC | 10,098 | $6.24M | 3.14% | −19−0.2% | Reduced |
| Iowa State Bank | 10,068 | $6.22M | 1.24% | −1,258−11.1% | Reduced |
| Crews Bank & Trust | 10,049 | $6.21M | 0.98% | −24−0.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10,033 | $6.20M | 0.01% | +29+0.3% | Added |
| Laird Norton Trust Company, LLC | 10,000 | $6.20M | 0.85% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 10,025 | $6.19M | 0.45% | +4,148+70.6% | Added |
| Coastwise Capital Group, LLC | 10,019 | $6.19M | 4.93% | +1,822+22.2% | Added |
| Paragon Associates & Paragon Associates II Joint Venture | 10,000 | $6.18M | 9.82% | +10,000 | New |
| Clearbridge Investments, LLC | 10,001 | $6.18M | 0.01% | −668−6.3% | Reduced |
| Stairway Partners, LLC | 10,000 | $6.18M | 0.35% | −725−6.8% | Reduced |
| Legacy Wealth Management, Inc | 9,991 | $6.17M | 0.38% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 9,985 | $6.17M | 1.38% | −1,101−9.9% | Reduced |
| Weaver Capital Management LLC | 9,962 | $6.15M | 1.52% | −21−0.2% | Reduced |
| Fire Capital Management LLC | 9,953 | $6.15M | 3.90% | −768−7.2% | Reduced |
| Harvest Investment Services, LLC | 9,942 | $6.14M | 1.37% | +1,202+13.8% | Added |
| White Pine Capital LLC | 9,916 | $6.13M | 1.94% | +90+0.9% | Added |
| Cypress Financial Planning LLC | 9,888 | $6.11M | 2.01% | −40−0.4% | Reduced |
| Naples Global Advisors, LLC | 9,859 | $6.11M | 0.53% | −122−1.2% | Reduced |
| Global Trust Asset Management, LLC | 9,842 | $6.08M | 3.25% | +176+1.8% | Added |
| Garde Capital, Inc. | 9,835 | $6.08M | 0.33% | −9−0.1% | Reduced |
| Nautilus Advisors LLC | 9,815 | $6.06M | 4.45% | +97+1.0% | Added |
| American Institute for Advanced Investment Management, LLP | 9,804 | $6.06M | 4.28% | +54+0.6% | Added |
| New Republic Capital, LLC | 9,765 | $6.05M | 2.14% | −807−7.6% | Reduced |
| Marks Group Wealth Management, Inc | 9,787 | $6.05M | 0.56% | +2,782+39.7% | Added |
| HCR Wealth Advisors | 9,776 | $6.04M | 0.71% | +86+0.9% | Added |
| RWM Asset Management, LLC | 9,758 | $6.03M | 0.81% | −929−8.7% | Reduced |
| Camelot Technology Advisors, Inc. | 9,757 | $6.03M | 5.21% | −67−0.7% | Reduced |
| Fischer Investment Strategies, LLC | 9,720 | $6.01M | 4.03% | +9,720 | New |
| Bay Rivers Group | 9,706 | $6.00M | 2.74% | −270−2.7% | Reduced |
| Sterneck Capital Management, LLC | 9,691 | $5.99M | 3.04% | +775+8.7% | Added |
| LCNB Corp | 9,691 | $5.99M | 2.11% | −318−3.2% | Reduced |
| Decker Retirement Planning Inc. | 9,682 | $5.98M | 3.47% | −11,556−54.4% | Reduced |
| Orca Investment Management, LLC | 9,647 | $5.96M | 5.38% | +53+0.6% | Added |
| Novus Advisors, LLC | 9,616 | $5.94M | 9.07% | −2,859−22.9% | Reduced |
| OneAscent Financial Services LLC | 9,617 | $5.94M | 0.42% | −840−8.0% | Reduced |
| Kearns & Associates LLC | 9,610 | $5.94M | 3.40% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 9,593 | $5.93M | 2.82% | +202+2.2% | Added |
| Defined Wealth Management, LLC | 9,590 | $5.93M | 3.67% | −114−1.2% | Reduced |
| LRI Investments, LLC | 9,589 | $5.92M | 0.50% | −177−1.8% | Reduced |
| Rockland Trust Co | 9,523 | $5.88M | 0.29% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 9,520 | $5.88M | 3.25% | +122+1.3% | Added |
| Fiduciary Planning LLC | 9,505 | $5.87M | 1.94% | −230−2.4% | Reduced |
| Private Capital Management, LLC | 9,484 | $5.86M | 0.59% | −133−1.4% | Reduced |
| Kraft, Davis & Associates, LLC | 9,175 | $5.84M | 1.60% | −1,235−11.9% | Reduced |
| Solidarilty Wealth, LLC | 9,440 | $5.84M | 1.37% | +7,792+472.8% | Added |
| Fusion Family Wealth LLC | 9,443 | $5.83M | 0.49% | −9,785−50.9% | Reduced |
| Legacy Financial Strategies, LLC | 9,441 | $5.83M | 1.14% | +809+9.4% | Added |
| Stephen J. Garry & Associates, LLC | 9,417 | $5.82M | 5.03% | −713−7.0% | Reduced |
| Acadian Asset Management LLC | 9,399 | $5.80M | 0.01% | +1,404+17.6% | Added |
| Central Valley Advisors, LLC | 9,362 | $5.78M | 1.97% | −381−3.9% | Reduced |
| Madison Wealth Partners, Inc | 9,359 | $5.78M | 1.26% | −87−0.9% | Reduced |
| Pinnacle Bancorp, Inc. | 9,352 | $5.78M | 1.78% | +30.0% | Added |
| Seelaus Asset Management LLC | 9,346 | $5.77M | 5.11% | −359−3.7% | Reduced |
| WealthShield Partners, LLC | 9,342 | $5.77M | 0.70% | −1,855−16.6% | Reduced |
| Saxon Interests, Inc. | 10,306 | $5.77M | 2.70% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 9,319 | $5.76M | 2.15% | +205+2.2% | Added |
| JDM Financial Group LLC | 9,318 | $5.76M | 2.72% | +10.0% | Added |
| Genesee Capital Advisors, LLC | 9,316 | $5.76M | 2.58% | −4,033−30.2% | Reduced |
| Garden State Investment Advisory Services LLC | 9,301 | $5.75M | 1.56% | −270−2.8% | Reduced |
| Institute for Wealth Management, LLC. | 9,305 | $5.75M | 0.64% | +130+1.4% | Added |
| Paragon Advisors, LLC | 9,295 | $5.74M | 1.50% | +5,086+120.8% | Added |
| American National Bank | 9,272 | $5.73M | 0.59% | +546+6.3% | Added |
| Jackson Hole Capital Partners, LLC | 9,272 | $5.73M | 1.05% | +810+9.6% | Added |
| Vise Technologies, Inc. | 9,255 | $5.72M | 0.24% | +9,255 | New |
| GSG Advisors LLC | 9,222 | $5.70M | 1.65% | +17+0.2% | Added |
| Brass Tax Wealth Management, Inc | 9,215 | $5.69M | 1.10% | +5+0.1% | Added |
| Coordinated Financial Services, Inc. | 9,193 | $5.68M | 3.93% | +9,193 | New |
| Arkansas Financial Group, Inc. | 9,191 | $5.68M | 0.88% | −34−0.4% | Reduced |
| Parker Investment Management, LLC | 9,185 | $5.67M | 0.87% | −136,315−93.7% | Reduced |
| Samalin Investment Counsel, LLC | 9,175 | $5.67M | 2.18% | −326−3.4% | Reduced |
| Massmutual Trust Co FSB | 9,164 | $5.66M | 0.15% | −2,415−20.9% | Reduced |
| Well Done, LLC | 9,147 | $5.65M | 1.06% | −1,235−11.9% | Reduced |
| Wealthstream Advisors, Inc. | 9,146 | $5.65M | 0.94% | −37−0.4% | Reduced |
| Plotkin Financial Advisors, LLC | 9,139 | $5.65M | 3.12% | +462+5.3% | Added |
| Independent Advisor Alliance | 9,139 | $5.65M | 0.16% | +1,922+26.6% | Added |
| S.A. Mason LLC | 9,134 | $5.64M | 2.73% | +30.0% | Added |
| Leverty Financial Group, LLC | 9,127 | $5.64M | 1.68% | −2,060−18.4% | Reduced |
| Vista Capital Partners, Inc. | 9,104 | $5.63M | 0.62% | −56−0.6% | Reduced |
| Private Wealth Partners, LLC | 9,091 | $5.62M | 0.44% | +19+0.2% | Added |
| Marietta Wealth Management, LLC | 9,085 | $5.61M | 0.73% | +437+5.1% | Added |