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 |
|---|---|---|---|---|---|
| Semitam Bonam LLC | 6,709 | $4.15M | 3.90% | +6,709 | New |
| Woodmont Investment Counsel LLC | 6,708 | $4.14M | 0.27% | +427+6.8% | Added |
| Stephenson National Bank & Trust | 6,704 | $4.14M | 1.34% | −560−7.7% | Reduced |
| Drucker Wealth 3.0, LLC | 6,636 | $4.14M | 0.80% | −4−0.1% | Reduced |
| Pacitti Group Inc. | 6,684 | $4.14M | 1.79% | −137−2.0% | Reduced |
| Texas Capital Bancshares Inc | 6,684 | $4.13M | 1.49% | −127−1.9% | Reduced |
| Insight Wealth Strategies, LLC | 6,665 | $4.12M | 0.52% | +41+0.6% | Added |
| SeaBridge Investment Advisors LLC | 6,655 | $4.11M | 0.76% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 6,655 | $4.11M | 1.46% | +54+0.8% | Added |
| Orgel Wealth Management, LLC | 6,651 | $4.11M | 0.10% | +54+0.8% | Added |
| Koss-Olinger Consulting, LLC | 6,628 | $4.10M | 0.34% | +1,273+23.8% | Added |
| Bennett Selby Investments LP | 6,624 | $4.09M | 1.46% | +138+2.1% | Added |
| Cape Investment Advisory, Inc. | 6,610 | $4.08M | 1.49% | +695+11.7% | Added |
| Home Federal Bank of Tennessee | 6,602 | $4.08M | 1.16% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 6,601 | $4.08M | 0.72% | +1,864+39.3% | Added |
| Enclave Advisors LLC | 6,598 | $4.08M | 0.66% | +5+0.1% | Added |
| Midland Wealth Advisors LLC | 6,596 | $4.08M | 0.23% | +311+4.9% | Added |
| Invesco Ltd. | 6,588 | $4.07M | 0.00% | −21,632−76.7% | Reduced |
| Keebeck Wealth Management, LLC | 6,567 | $4.07M | 0.53% | +365+5.9% | Added |
| Morse Asset Management, Inc | 6,585 | $4.07M | 0.89% | +5,793+731.4% | Added |
| Signature Securities Group Corporation | 6,555 | $4.06M | 1.12% | +387+6.3% | Added |
| Wetzel Investment Advisors, Inc. | 6,548 | $4.06M | 1.86% | −58−0.9% | Reduced |
| City Holding Co | 6,564 | $4.06M | 0.53% | +378+6.1% | Added |
| Metlife Inc | 6,560 | $4.05M | 39.00% | −164−2.4% | Reduced |
| Retirement Guys Formula LLC | 6,559 | $4.05M | 1.54% | −1,911−22.6% | Reduced |
| Investmark Advisory Group LLC | 6,554 | $4.05M | 1.90% | +110+1.7% | Added |
| Eagle Global Advisors LLC | 6,553 | $4.05M | 0.16% | −380−5.5% | Reduced |
| Howard Wealth Management, LLC | 6,548 | $4.05M | 2.04% | −17−0.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 6,541 | $4.04M | 1.11% | −12,321−65.3% | Reduced |
| Capital Performance Advisors LLP | 6,536 | $4.04M | 0.79% | +217+3.4% | Added |
| Nuveen, LLC | 6,717 | $4.03M | 0.00% | −11,519−63.2% | Reduced |
| Weinberger Asset Management, Inc | 6,498 | $4.01M | 1.55% | −870−11.8% | Reduced |
| Park National Corp | 6,493 | $4.01M | 0.13% | −18−0.3% | Reduced |
| American State Bank (Iowa) | 6,480 | $4.00M | 2.22% | 00.0% | Unchanged |
| Abound Wealth Management | 6,468 | $4.00M | 1.13% | +420+6.9% | Added |
| Traynor Capital Management, Inc. | 6,454 | $3.99M | 0.28% | +1,240+23.8% | Added |
| M.E. Allison & Co., Inc. | 6,448 | $3.98M | 3.20% | +69+1.1% | Added |
| Opal Wealth Advisors, LLC | 6,241 | $3.98M | 1.10% | −314−4.8% | Reduced |
| North Capital, Inc. | 6,430 | $3.97M | 3.43% | +105+1.7% | Added |
| Reynders McVeigh Capital Management, LLC | 6,420 | $3.97M | 0.20% | −358−5.3% | Reduced |
| Sterling Financial Group, Inc. | 6,413 | $3.96M | 1.33% | +85+1.3% | Added |
| Per Stirling Capital Management, LLC. | 6,412 | $3.96M | 0.52% | −184−2.8% | Reduced |
| BridgePort Financial Solutions, LLC | 6,412 | $3.96M | 1.32% | +497+8.4% | Added |
| Mirabaud & Cie SA | 6,411 | $3.96M | 1.26% | −360−5.3% | Reduced |
| Cahill Financial Advisors Inc | 6,407 | $3.96M | 0.49% | −89−1.4% | Reduced |
| Quartz Partners, LLC | 6,405 | $3.96M | 1.81% | +3,717+138.3% | Added |
| Braun Stacey Associates Inc | 6,402 | $3.96M | 0.14% | −200−3.0% | Reduced |
| Baker Ellis Asset Management LLC | 6,402 | $3.96M | 0.54% | −110−1.7% | Reduced |
| Alamea Verwaltungs GmbH | 6,401 | $3.95M | 2.98% | 00.0% | Unchanged |
| Everett Harris & Co | 6,399 | $3.95M | 0.05% | −281−4.2% | Reduced |
| ZRC Wealth Management, LLC | 6,390 | $3.95M | 1.56% | −581−8.3% | Reduced |
| RFP Financial Group LLC | 6,385 | $3.94M | 1.63% | +4,757+292.2% | Added |
| Beacon Financial Advisory LLC | 6,373 | $3.94M | 1.02% | −875−12.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,368 | $3.93M | 0.26% | +226+3.7% | Added |
| First Interstate Bank | 6,349 | $3.92M | 0.23% | +702+12.4% | Added |
| First United Bank Trust | 6,337 | $3.92M | 1.36% | −156−2.4% | Reduced |
| FSM Wealth Advisors, LLC | 6,295 | $3.91M | 0.64% | +2,349+59.5% | Added |
| Boston Trust Walden Corp | 6,318 | $3.90M | 0.03% | +493+8.5% | Added |
| Fragasso Group Inc. | 6,310 | $3.90M | 0.26% | −51−0.8% | Reduced |
| Holistic Planning, LLC | 6,309 | $3.90M | 1.12% | −883−12.3% | Reduced |
| Stephenson & Company, Inc. | 6,306 | $3.90M | 2.37% | +30.0% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 6,304 | $3.90M | 2.55% | −30−0.5% | Reduced |
| Abacus Planning Group, Inc. | 6,304 | $3.89M | 0.58% | −92−1.4% | Reduced |
| Farmers National Bank | 6,303 | $3.89M | 1.03% | −72−1.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 6,294 | $3.89M | 0.46% | −4−0.1% | Reduced |
| Stonebridge Financial Group, LLC | 6,281 | $3.88M | 0.38% | −905−12.6% | Reduced |
| Colonial Trust Co | 6,259 | $3.87M | 0.56% | +41+0.7% | Added |
| Manufacturers Life Insurance Company, The | 6,252 | $3.86M | 0.00% | +3,076+96.9% | Added |
| Councilmark Asset Management, LLC | 6,245 | $3.86M | 2.44% | 00.0% | Unchanged |
| BCM Advisors, LLC | 6,068 | $3.85M | 0.82% | 00.0% | Unchanged |
| Ofc Financial Planning, LLC | 6,236 | $3.85M | 4.09% | −19−0.3% | Reduced |
| Affiance Financial, LLC | 6,234 | $3.85M | 0.78% | +25+0.4% | Added |
| Tanglewood Legacy Advisors, LLC | 6,214 | $3.84M | 1.58% | +25+0.4% | Added |
| LOM Asset Management Ltd | 6,207 | $3.83M | 1.30% | +6,207 | New |
| Park Capital Management, LLC | 6,180 | $3.82M | 3.54% | +5,615+993.8% | Added |
| Sage Financial Group Inc | 6,174 | $3.81M | 0.28% | −714−10.4% | Reduced |
| Forza Wealth Management, LLC | 6,168 | $3.81M | 1.56% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 6,165 | $3.81M | 2.29% | 00.0% | Unchanged |
| Security Financial Services, INC. | 6,157 | $3.80M | 0.67% | −39−0.6% | Reduced |
| Fisher Asset Management, LLC | 6,150 | $3.80M | 0.00% | −5,212−45.9% | Reduced |
| Invst, LLC | 6,148 | $3.80M | 0.47% | −1,461−19.2% | Reduced |
| Mayport, LLC | 6,143 | $3.80M | 0.91% | +167+2.8% | Added |
| PDS Planning, Inc | 6,111 | $3.78M | 0.28% | +40+0.7% | Added |
| Coign Capital Advisors LLC | 6,109 | $3.78M | 2.56% | −1,627−21.0% | Reduced |
| Grant Private Wealth Management Inc | 6,105 | $3.77M | 2.14% | +5,214+585.2% | Added |
| GatePass Capital, LLC | 6,089 | $3.76M | 2.49% | +539+9.7% | Added |
| M3 Advisory Group, LLC | 6,087 | $3.76M | 2.60% | +70+1.2% | Added |
| Tradition Wealth Management, LLC | 6,074 | $3.75M | 0.30% | −172−2.8% | Reduced |
| Cove Private Wealth, LLC | 6,073 | $3.75M | 1.32% | +789+14.9% | Added |
| Sky Investment Group LLC | – | $3.74M | 0.66% | – | – |
| Capital Insight Partners, LLC | 6,060 | $3.74M | 0.65% | −57−0.9% | Reduced |
| Inspirion Wealth Advisors, LLC | 6,059 | $3.74M | 0.50% | −538−8.2% | Reduced |
| Northwest Bancshares, Inc. | 6,058 | $3.74M | 0.65% | −276−4.4% | Reduced |
| Alpha Wealth Funds, LLC | 6,057 | $3.74M | 3.50% | −566−8.5% | Reduced |
| KPP Advisory Services LLC | 6,057 | $3.74M | 0.62% | −232−3.7% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 6,051 | $3.74M | 0.70% | −56−0.9% | Reduced |
| Sandy Cove Advisors, LLC | 6,046 | $3.74M | 1.35% | −858−12.4% | Reduced |
| Silvant Capital Management LLC | 6,045 | $3.73M | 0.14% | 00.0% | Unchanged |
| Menora Mivtachim Holdings Ltd. | 6,040 | $3.73M | 0.02% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 6,006 | $3.72M | 0.34% | −27−0.4% | Reduced |