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; 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Aureus Asset Management, LLC | 9,075 | $5.61M | 0.36% | −47−0.5% | Reduced |
| WPWealth LLP | 9,069 | $5.60M | 1.01% | −38−0.4% | Reduced |
| Significant Wealth Partners LLC | 9,063 | $5.60M | 2.75% | +734+8.8% | Added |
| LJI Wealth Management, LLC | 9,010 | $5.57M | 0.97% | +876+10.8% | Added |
| BlueCrest Capital Management Ltd | 9,009 | $5.57M | 0.62% | −108,154−92.3% | Reduced |
| Montis Financial, LLC | 8,976 | $5.55M | 1.54% | −9−0.1% | Reduced |
| Fogel Capital Management, Inc. | 8,972 | $5.54M | 2.96% | +13+0.1% | Added |
| Auxano Advisors, LLC | 8,968 | $5.54M | 1.29% | −140−1.5% | Reduced |
| Darrow Company, Inc. | 8,962 | $5.54M | 2.80% | +2,363+35.8% | Added |
| Orin Green Financial, LLC | 8,939 | $5.52M | 2.34% | −29−0.3% | Reduced |
| Boreal Capital Management LLC | 0 | $5.52M | 4.56% | 0 | New |
| First Financial Bankshares Inc | 8,899 | $5.50M | 0.12% | +4,193+89.1% | Added |
| Phillips Financial Management, LLC | 8,898 | $5.50M | 0.40% | +2,361+36.1% | Added |
| SOL Capital Management CO | 8,867 | $5.48M | 0.53% | +236+2.7% | Added |
| Hoxton Planning & Management, LLC | 8,864 | $5.48M | 1.89% | +1,338+17.8% | Added |
| Wimmer Associates 1, LLC | 8,858 | $5.47M | 2.80% | +20+0.2% | Added |
| Omnia Family Wealth, LLC | 8,832 | $5.47M | 1.98% | −1,107−11.1% | Reduced |
| Atlas Brown,Inc. | 8,856 | $5.47M | 1.76% | +46+0.5% | Added |
| Sterling Capital Management LLC | 8,785 | $5.43M | 0.08% | −1,000−10.2% | Reduced |
| Tompkins Financial Corp | 8,753 | $5.41M | 0.50% | −478−5.2% | Reduced |
| Barrett & Company, Inc. | 8,745 | $5.40M | 2.03% | +1,517+21.0% | Added |
| Red Cedar Investment Management, LLC | 8,723 | $5.39M | 0.68% | +8,723 | New |
| Sage Rhino Capital LLC | 8,716 | $5.39M | 1.14% | +17+0.2% | Added |
| Castle Rock Wealth Management, LLC | 8,531 | $5.38M | 1.26% | −692−7.5% | Reduced |
| Tilson Financial Group, Inc. | 8,699 | $5.38M | 2.03% | −85−1.0% | Reduced |
| Parcion Private Wealth LLC | 8,682 | $5.36M | 0.38% | −1,397−13.9% | Reduced |
| Breakwater Investment Management | 8,665 | $5.35M | 2.07% | −30−0.3% | Reduced |
| Baron Wealth Management LLC | 8,656 | $5.35M | 1.89% | −7−0.1% | Reduced |
| Money Concepts Capital Corp | 8,650 | $5.34M | 0.36% | −6,411−42.6% | Reduced |
| Atlas Legacy Advisors, LLC | 8,649 | $5.34M | 1.18% | +2,556+41.9% | Added |
| Morris Financial Concepts, Inc. | 8,648 | $5.34M | 2.12% | −1,063−10.9% | Reduced |
| Mosaic Family Wealth Partners, LLC | 8,647 | $5.34M | 0.68% | −9−0.1% | Reduced |
| United Bank | 8,628 | $5.33M | 0.64% | −169−1.9% | Reduced |
| Sovereign Investment Advisors, LLC | 8,628 | $5.33M | 1.47% | +8,628 | New |
| American Alpha Advisors, LLC | 8,619 | $5.33M | 4.30% | +233+2.8% | Added |
| Sightline Wealth Advisors, LLC | 8,618 | $5.32M | 2.57% | −162−1.8% | Reduced |
| Goldstone Financial Group, LLC | 8,508 | $5.32M | 0.70% | +1,611+23.4% | Added |
| NVWM, LLC | 8,606 | $5.32M | 1.28% | +569+7.1% | Added |
| MTM Investment Management, LLC | 8,593 | $5.31M | 1.78% | +227+2.7% | Added |
| W Advisors, LLC | 8,554 | $5.28M | 3.03% | +2,602+43.7% | Added |
| TRB Advisors LP | 10,000 | $5.27M | 1.26% | +10,000 | New |
| Victrix Investment Advisors | 8,528 | $5.27M | 2.33% | −23−0.3% | Reduced |
| JustInvest LLC | 8,481 | $5.26M | 0.06% | −283−3.2% | Reduced |
| ForthRight Wealth Management, LLC | 8,490 | $5.25M | 1.64% | +46+0.5% | Added |
| Q3 Asset Management | 8,453 | $5.22M | 1.84% | +802+10.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,333 | $5.22M | 2.92% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 8,424 | $5.20M | 1.52% | −312−3.6% | Reduced |
| Bellwether Advisors, LLC | 8,422 | $5.20M | 0.89% | +130+1.6% | Added |
| Element Wealth, LLC | 8,378 | $5.18M | 2.38% | −91−1.1% | Reduced |
| Northeast Investment Management | 8,368 | $5.17M | 0.22% | +248+3.1% | Added |
| NWK Group, Inc. | 8,358 | $5.16M | 1.81% | +26+0.3% | Added |
| Woodstock Corp | 8,353 | $5.16M | 0.47% | +428+5.4% | Added |
| Compass Capital Corp | 8,527 | $5.16M | 2.43% | −7−0.1% | Reduced |
| WorthPointe, LLC | 8,332 | $5.15M | 2.17% | +90+1.1% | Added |
| Greenup Street Wealth Management LLC | 8,325 | $5.14M | 0.90% | +9+0.1% | Added |
| GAMMA Investing LLC | 8,325 | $5.14M | 0.33% | +218+2.7% | Added |
| Capital Asset Advisory Services LLC | 8,324 | $5.14M | 0.24% | +3,238+63.7% | Added |
| Deltec Asset Management LLC | 8,298 | $5.13M | 0.91% | −455−5.2% | Reduced |
| Richmond Investment Services, LLC | 8,267 | $5.11M | 1.08% | +4,396+113.6% | Added |
| Alpha Cubed Investments, LLC | 8,253 | $5.10M | 0.19% | +30+0.4% | Added |
| Beese Fulmer Investment Management, Inc. | 8,253 | $5.10M | 0.38% | +607+7.9% | Added |
| Full Sail Capital, LLC | 8,248 | $5.10M | 0.29% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 8,210 | $5.09M | 0.57% | −3,082−27.3% | Reduced |
| Laraway Financial Inc | 8,178 | $5.05M | 3.83% | −116−1.4% | Reduced |
| Abel Hall, LLC | 8,148 | $5.03M | 2.33% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 8,143 | $5.03M | 2.61% | −84−1.0% | Reduced |
| Luminvest Wealth Management LLC | 8,106 | $5.02M | 1.80% | 00.0% | Unchanged |
| Syntax Research, Inc. | 8,122 | $5.02M | 3.56% | +54+0.7% | Added |
| B & T Capital Management DBA Alpha Capital Management | 8,107 | $5.01M | 0.86% | −338−4.0% | Reduced |
| Pacific Financial Group Inc | 8,075 | $4.99M | 3.89% | −662−7.6% | Reduced |
| Anchor Investment Management, LLC | 8,044 | $4.97M | 0.44% | −43−0.5% | Reduced |
| Chapin Davis, Inc. | 8,038 | $4.97M | 1.37% | −576−6.7% | Reduced |
| Rialto Wealth Management, LLC | 8,036 | $4.97M | 1.39% | +17+0.2% | Added |
| Dunhill Financial, LLC | 8,036 | $4.97M | 1.44% | +1,086+15.6% | Added |
| Russell Investments Group, Ltd. | 8,004 | $4.95M | 0.01% | +396+5.2% | Added |
| Bayesian Capital Management, LP | 8,000 | $4.94M | 0.78% | −7,900−49.7% | Reduced |
| Abacus Wealth Partners, LLC | 7,992 | $4.94M | 0.75% | +2,054+34.6% | Added |
| Inspire Trust Co, N.A. | 7,978 | $4.93M | 1.02% | −2,687−25.2% | Reduced |
| Clientfirst Wealth Management, LLC | 7,950 | $4.91M | 5.02% | 00.0% | Unchanged |
| M1 Capital Management LLC | 7,932 | $4.90M | 2.47% | −155−1.9% | Reduced |
| TruWealth Advisors, LLC | 7,911 | $4.89M | 0.27% | +81+1.0% | Added |
| Rebalance, LLC | 7,905 | $4.88M | 0.33% | +30.0% | Added |
| Cohen Capital Management, Inc. | 7,899 | $4.88M | 0.79% | +20.0% | Added |
| RKL Wealth Management LLC | 7,898 | $4.88M | 0.43% | −939−10.6% | Reduced |
| Monticello Wealth Management, LLC | 7,870 | $4.86M | 0.37% | −20.0% | Reduced |
| Almanack Investment Partners, LLC. | 7,830 | $4.84M | 0.77% | +360+4.8% | Added |
| Rossmore Private Capital | 7,829 | $4.84M | 0.56% | +1,537+24.4% | Added |
| MidWestOne Financial Group, Inc. | 7,820 | $4.83M | 0.63% | 00.0% | Unchanged |
| Vigilare Wealth Management | 7,810 | $4.83M | 1.81% | +7,396+1,786.5% | Added |
| Renaissance Technologies LLC | 7,800 | $4.82M | 0.01% | +7,800 | New |
| Jackson Wealth Management, LLC | 7,792 | $4.81M | 0.52% | −31,401−80.1% | Reduced |
| McDonald Partners LLC | 7,780 | $4.81M | 1.15% | −40−0.5% | Reduced |
| NFP Retirement, Inc. | 7,739 | $4.78M | 0.32% | +1,610+26.3% | Added |
| ELCO Management Co., LLC | 7,727 | $4.77M | 2.50% | −27−0.3% | Reduced |
| Revolve Wealth Partners, LLC | 7,723 | $4.77M | 0.62% | +693+9.9% | Added |
| Ledyard National Bank | 7,716 | $4.77M | 0.45% | +16+0.2% | Added |
| BHK Investment Advisors, LLC | 7,704 | $4.76M | 1.86% | +2,765+56.0% | Added |
| Oribel Capital Management, LP | 7,700 | $4.76M | 0.25% | −700−8.3% | Reduced |
| Long Run Wealth Advisors, LLC | 7,699 | $4.76M | 1.00% | −5−0.1% | Reduced |
| Objective Capital Management, LLC | 7,690 | $4.75M | 5.34% | +131+1.7% | Added |