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 |
|---|---|---|---|---|---|
| Pines Wealth Management, LLC | 7,596 | $4.75M | 1.68% | +405+5.6% | Added |
| Avalon Trust Co | 7,687 | $4.75M | 0.35% | +817+11.9% | Added |
| Pegasus Asset Management, Inc. | 7,681 | $4.75M | 1.63% | −51−0.7% | Reduced |
| Evernest Financial Advisors, LLC | 7,674 | $4.74M | 1.53% | −58−0.8% | Reduced |
| Little House Capital LLC | 7,670 | $4.74M | 1.19% | −88−1.1% | Reduced |
| Climber Capital SA | 7,708 | $4.74M | 3.04% | −27−0.3% | Reduced |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 7,654 | $4.74M | 15.34% | +4,243+124.4% | Added |
| Aldebaran Financial Inc. | 7,638 | $4.72M | 5.22% | +498+7.0% | Added |
| Allegheny Financial Group LTD | 7,625 | $4.71M | 1.05% | +105+1.4% | Added |
| Onyx Bridge Wealth Group LLC | 7,596 | $4.69M | 0.62% | +276+3.8% | Added |
| Heritage Investment Group, Inc. | 7,593 | $4.69M | 0.81% | 00.0% | Unchanged |
| Options Solutions, LLC | 7,573 | $4.68M | 1.68% | −344−4.3% | Reduced |
| DDD Partners, LLC | 7,558 | $4.67M | 0.50% | +123+1.7% | Added |
| McAdam, LLC | 7,547 | $4.66M | 0.26% | +659+9.6% | Added |
| Optivise Advisory Services LLC | 7,535 | $4.66M | 2.38% | +2,342+45.1% | Added |
| Icapital Wealth LLC | 7,514 | $4.64M | 2.64% | +166+2.3% | Added |
| Blankinship & Foster, LLC | 7,512 | $4.64M | 1.09% | −40−0.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 7,489 | $4.64M | 0.31% | −101−1.3% | Reduced |
| Single Point Partners, LLC | 7,497 | $4.63M | 1.01% | −79−1.0% | Reduced |
| BlueSky Wealth Advisors, LLC | 7,486 | $4.63M | 0.67% | −820−9.9% | Reduced |
| Victory Capital Management Inc | 7,485 | $4.62M | 0.00% | −4,804−39.1% | Reduced |
| Sonora Investment Management Group, LLC | 7,466 | $4.61M | 0.34% | +482+6.9% | Added |
| Alley Investment Management Company, LLC | 7,450 | $4.60M | 0.56% | −21−0.3% | Reduced |
| Madden Advisory Services, Inc. | 7,450 | $4.60M | 1.96% | +15+0.2% | Added |
| Twin Lakes Capital Management, LLC | 7,440 | $4.60M | 2.80% | +18+0.2% | Added |
| AtlasMark Financial, Inc | 7,430 | $4.59M | 3.49% | 00.0% | Unchanged |
| Journey Beyond Wealth, LLC | 7,390 | $4.57M | 3.85% | −5−0.1% | Reduced |
| Assetmark, Inc | 7,385 | $4.56M | 0.01% | +2,909+65.0% | Added |
| Family Legacy, Inc. | 7,383 | $4.56M | 1.48% | +191+2.7% | Added |
| Sagespring Wealth Partners, LLC | 143,086 | $4.56M | 0.10% | −265−0.2% | Reduced |
| Rockingstone Advisors LLC | 7,356 | $4.54M | 2.39% | −4,524−38.1% | Reduced |
| DRW Securities, LLC | 7,350 | $4.54M | 0.32% | +7,350 | New |
| XML Financial, LLC | 7,326 | $4.53M | 0.39% | +475+6.9% | Added |
| Arrow Financial Corp | 7,315 | $4.52M | 0.48% | −11−0.2% | Reduced |
| Raffa Wealth Management, LLC | 7,303 | $4.51M | 0.90% | −8−0.1% | Reduced |
| Chesapeake Wealth Management | 7,300 | $4.51M | 1.50% | −205−2.7% | Reduced |
| LBMC Investment Advisors, LLC | 7,274 | $4.49M | 0.32% | +16+0.2% | Added |
| Total Clarity Wealth Management, Inc. | 7,272 | $4.49M | 1.29% | −374−4.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 7,262 | $4.49M | 1.62% | +58+0.8% | Added |
| Liberty Square Wealth Partners LLC | 7,257 | $4.48M | 1.55% | +4+0.1% | Added |
| Alterna Wealth Management, Inc | 7,244 | $4.48M | 3.58% | −1,343−15.6% | Reduced |
| Resurgent Financial Advisors LLC | 7,243 | $4.47M | 2.46% | −387−5.1% | Reduced |
| Pictet Bank & Trust Ltd | 7,220 | $4.46M | 5.23% | −840−10.4% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,204 | $4.45M | 0.29% | +4,094+131.6% | Added |
| Quarry LP | 7,200 | $4.45M | 1.03% | +4,307+148.9% | Added |
| Capital Wealth Alliance, LLC | 7,187 | $4.44M | 2.39% | +421+6.2% | Added |
| HORAN Wealth, LLC | 7,182 | $4.44M | 1.36% | +7,182 | New |
| Tennessee Valley Asset Management Partners | 7,179 | $4.44M | 1.13% | −1,162−13.9% | Reduced |
| Waterfront Wealth Inc. | 7,174 | $4.43M | 0.99% | +348+5.1% | Added |
| ABLE Financial Group, LLC | 7,172 | $4.43M | 1.07% | −923−11.4% | Reduced |
| Winch Advisory Services, LLC | 7,165 | $4.43M | 1.08% | +482+7.2% | Added |
| Monograph Wealth Advisors, LLC | 7,149 | $4.43M | 0.55% | +550+8.3% | Added |
| Catalyst Private Wealth, LLC | 7,165 | $4.43M | 1.97% | +76+1.1% | Added |
| Two Point Capital Management, Inc. | 7,147 | $4.42M | 1.88% | +7,147 | New |
| Arcus Capital Partners, LLC | 7,141 | $4.41M | 1.91% | −1,123−13.6% | Reduced |
| Financial Perspectives, Inc | 7,140 | $4.41M | 1.33% | +228+3.3% | Added |
| Delta Investment Management, LLC | 7,131 | $4.41M | 0.85% | −318−4.3% | Reduced |
| Hamilton Point Investment Advisors, LLC | 7,109 | $4.40M | 0.73% | −180−2.5% | Reduced |
| ICONIQ Capital, LLC | 7,119 | $4.40M | 0.07% | +4+0.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 6,822 | $4.38M | 1.42% | −253−3.6% | Reduced |
| Boston Research & Management Inc | 7,095 | $4.38M | 1.04% | +10.0% | Added |
| Pictet North America Advisors SA | 7,076 | $4.37M | 0.44% | +229+3.3% | Added |
| Sonata Capital Group Inc | 7,053 | $4.36M | 1.74% | +237+3.5% | Added |
| Resolute Wealth Strategies, LLC | 7,047 | $4.35M | 2.33% | −87−1.2% | Reduced |
| Signature Wealth Management Partners, LLC | 7,045 | $4.35M | 2.49% | −29−0.4% | Reduced |
| Nikulski Financial, Inc. | 7,032 | $4.34M | 1.19% | −99−1.4% | Reduced |
| Innova Wealth Partners | 7,020 | $4.34M | 2.55% | +2,307+48.9% | Added |
| Libra Wealth LLC | 6,999 | $4.32M | 1.41% | +1,296+22.7% | Added |
| Continuum Advisory, LLC | 6,995 | $4.32M | 0.52% | +105+1.5% | Added |
| Visionary Wealth Advisors | 6,991 | $4.32M | 0.22% | −1,342−16.1% | Reduced |
| Moneda S.A. Administradora General de Fondos | 6,954 | $4.30M | 4.66% | −76−1.1% | Reduced |
| D. Scott Neal, Inc. | 6,921 | $4.28M | 2.13% | +6,425+1,295.4% | Added |
| Crumly & Associates Inc. | 6,910 | $4.27M | 1.04% | +4,294+164.1% | Added |
| Ridgecrest Wealth Partners, LLC | 6,904 | $4.27M | 2.25% | −1,075−13.5% | Reduced |
| Edge Wealth Management LLC | 6,896 | $4.27M | 0.82% | +163+2.4% | Added |
| Consolidated Portfolio Review Corp | 6,896 | $4.26M | 0.59% | +2,142+45.1% | Added |
| Clear Point Advisors Inc. | 6,893 | $4.26M | 3.59% | +67+1.0% | Added |
| Charter Oak Capital Management, LLC | 6,890 | $4.26M | 0.36% | −111−1.6% | Reduced |
| Rational Advisors LLC | 6,889 | $4.26M | 0.42% | −23−0.3% | Reduced |
| Clarendon Private LLC | 6,888 | $4.26M | 4.09% | −70−1.0% | Reduced |
| Fullerton Fund Management Co Ltd. | 6,882 | $4.25M | 0.17% | +4,177+154.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 6,861 | $4.24M | 0.33% | −500−6.8% | Reduced |
| Cascades Capital Asset Management, LLC | 6,861 | $4.24M | 2.18% | +4+0.1% | Added |
| Merkkuri Wealth Advisors LLC | 6,829 | $4.22M | 3.20% | −1,402−17.0% | Reduced |
| Tradewinds, LLC. | 6,829 | $4.22M | 3.20% | +6,829 | New |
| Courage Capital Management LLC | 6,821 | $4.21M | 6.21% | +5,821+582.1% | Added |
| Ironclad Investments LLC | 6,805 | $4.20M | 2.14% | 00.0% | Unchanged |
| VanderPol Investments L.L.C. | 6,800 | $4.20M | 8.83% | −7,000−50.7% | Reduced |
| Platform Technology Partners | 6,796 | $4.20M | 1.10% | −328−4.6% | Reduced |
| Generation Capital Management LLC | 6,785 | $4.19M | 3.32% | −161−2.3% | Reduced |
| Mengis Capital Management, Inc. | 6,774 | $4.19M | 0.89% | −107−1.6% | Reduced |
| Aegis Wealth Management LLC | 7,470 | $4.18M | 2.51% | 00.0% | Unchanged |
| Roffman Miller Associates Inc | 6,762 | $4.18M | 0.25% | +220+3.4% | Added |
| Semus Wealth Partners LLC | 6,749 | $4.17M | 2.70% | −214−3.1% | Reduced |
| Highland Capital Management, LLC | 6,748 | $4.17M | 0.23% | −4−0.1% | Reduced |
| Thoroughbred Financial Services, LLC | 6,743 | $4.17M | 0.29% | −509−7.0% | Reduced |
| Essex Savings Bank | 6,738 | $4.16M | 0.99% | +969+16.8% | Added |
| Austin Asset Management Co Inc | 6,727 | $4.16M | 0.81% | −11−0.2% | Reduced |
| Strategic Investment Management, LLC | 6,720 | $4.15M | 2.22% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 6,719 | $4.15M | 0.22% | −43−0.6% | Reduced |