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 |
|---|---|---|---|---|---|
| North Star Asset Management Inc | 6,019 | $3.72M | 0.16% | −7−0.1% | Reduced |
| F&V Capital Management, LLC | 6,013 | $3.71M | 0.95% | −213−3.4% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,004 | $3.71M | 0.64% | +94+1.6% | Added |
| Wynn Capital, LLC | 6,001 | $3.71M | 1.98% | +10.0% | Added |
| Essex LLC | 5,993 | $3.70M | 0.73% | +18+0.3% | Added |
| Univest Financial Corp | 5,976 | $3.69M | 0.22% | +817+15.8% | Added |
| Waycross Investment Management Co | 5,973 | $3.69M | 3.84% | +32+0.5% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 5,947 | $3.67M | 1.21% | +1,276+27.3% | Added |
| First National Bank Sioux Falls | 5,929 | $3.66M | 1.34% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 5,925 | $3.66M | 1.60% | −8−0.1% | Reduced |
| Lynx Capital Group Ltd | 5,919 | $3.66M | 1.76% | −11−0.2% | Reduced |
| Mason & Associates, LLC | 5,917 | $3.66M | 0.92% | −230−3.7% | Reduced |
| Investment House LLC | 5,902 | $3.65M | 0.18% | −4,379−42.6% | Reduced |
| GW Henssler & Associates Ltd | 5,882 | $3.63M | 0.19% | −10,566−64.2% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 5,878 | $3.63M | 1.26% | −41−0.7% | Reduced |
| Cascade Financial Partners, LLC | 5,876 | $3.63M | 0.44% | −592−9.2% | Reduced |
| Mystic Asset Management, Inc. | 5,868 | $3.63M | 0.88% | −26−0.4% | Reduced |
| GW&K Investment Management, LLC | 5,865 | $3.62M | 0.03% | +50+0.9% | Added |
| CWS Financial Advisors, LLC | 5,865 | $3.62M | 1.05% | +10.0% | Added |
| Prasad Wealth Partners, LLC | 5,864 | $3.62M | 1.06% | −25−0.4% | Reduced |
| Gold Investment Management Ltd. | 5,852 | $3.61M | 1.36% | +88+1.5% | Added |
| True North Advisors, LLC | 5,841 | $3.61M | 0.69% | −1,123−16.1% | Reduced |
| Towerpoint Wealth, LLC | 5,839 | $3.61M | 1.60% | −5−0.1% | Reduced |
| High Falls Advisors, Inc | 5,836 | $3.61M | 0.80% | +87+1.5% | Added |
| Fagan Associates, Inc. | 5,834 | $3.60M | 0.56% | −312−5.1% | Reduced |
| K.J. Harrison & Partners Inc | 5,830 | $3.60M | 0.60% | −313−5.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,278 | $3.60M | 0.33% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 5,818 | $3.59M | 0.64% | +563+10.7% | Added |
| Roberts Glore & Co Inc | 5,816 | $3.59M | 1.05% | −201−3.3% | Reduced |
| Breed's Hill Capital LLC | 5,813 | $3.59M | 1.73% | −829−12.5% | Reduced |
| Ewa, LLC | 5,799 | $3.58M | 1.13% | +4,563+369.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,798 | $3.58M | 0.41% | −278−4.6% | Reduced |
| Capital City Trust Co | 5,788 | $3.58M | 0.93% | −74−1.3% | Reduced |
| Camden Capital, LLC | 5,787 | $3.58M | 0.34% | −226−3.8% | Reduced |
| SC&H Financial Advisors, Inc. | 5,786 | $3.57M | 0.61% | −680−10.5% | Reduced |
| Next Capital Management LLC | 5,776 | $3.57M | 1.32% | −111−1.9% | Reduced |
| Castleview Partners, LLC | 5,759 | $3.56M | 2.29% | +330+6.1% | Added |
| Willis Johnson & Associates, Inc. | 5,754 | $3.55M | 0.24% | −215−3.6% | Reduced |
| Acropolis Investment Management, LLC | 5,744 | $3.55M | 0.19% | +250+4.6% | Added |
| Tillman Hartley LLC | 5,741 | $3.55M | 1.00% | 00.0% | Unchanged |
| Weaver Consulting Group | 5,731 | $3.54M | 0.98% | +20.0% | Added |
| Kelman-Lazarov, Inc. | 5,729 | $3.54M | 0.57% | −78−1.3% | Reduced |
| Gemmer Asset Management LLC | 5,714 | $3.53M | 0.32% | −141−2.4% | Reduced |
| Smith Asset Management Co., LLC | 5,704 | $3.52M | 3.04% | +798+16.3% | Added |
| Curbstone Financial Management Corp | 5,703 | $3.52M | 0.72% | +1,810+46.5% | Added |
| Optima Capital LLC | 5,686 | $3.52M | 1.89% | +723+14.6% | Added |
| Burney Co | 5,687 | $3.51M | 0.12% | +376+7.1% | Added |
| Breakwater Capital Group | 5,675 | $3.51M | 0.57% | −6−0.1% | Reduced |
| SkyView Investment Advisors, LLC | 5,700 | $3.50M | 0.50% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 5,661 | $3.50M | 1.05% | +336+6.3% | Added |
| Ironwood Investment Counsel, LLC | 5,659 | $3.50M | 0.54% | +356+6.7% | Added |
| Wallington Asset Management, LLC | 5,642 | $3.49M | 0.49% | +439+8.4% | Added |
| Macroview Investment Management LLC | 5,641 | $3.49M | 2.86% | +1,426+33.8% | Added |
| Parsons Capital Management Inc | 5,641 | $3.49M | 0.21% | +204+3.8% | Added |
| Duncker Streett & Co Inc | 5,632 | $3.48M | 0.64% | +34+0.6% | Added |
| Gilbert & Cook, Inc. | 5,618 | $3.47M | 0.47% | +157+2.9% | Added |
| Cornerstone Advisory, LLC | 5,614 | $3.47M | 0.37% | −39−0.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,614 | $3.47M | 0.83% | −126−2.2% | Reduced |
| Donaldson Capital Management, LLC | 5,597 | $3.46M | 0.13% | −2,449−30.4% | Reduced |
| Holderness Investments Co | 5,595 | $3.46M | 0.74% | +508+10.0% | Added |
| BankPlus Wealth Management LLC | 5,587 | $3.45M | 2.29% | −26−0.5% | Reduced |
| Fountainhead AM, LLC | 5,585 | $3.45M | 0.50% | +298+5.6% | Added |
| Hassell Wealth Management, LLC | 5,421 | $3.44M | 1.26% | +17+0.3% | Added |
| First County Bank | 5,547 | $3.43M | 1.84% | −337−5.7% | Reduced |
| Parisi Gray Wealth Management | 5,543 | $3.42M | 0.98% | −92−1.6% | Reduced |
| Northstar Group, Inc. | 5,524 | $3.41M | 0.53% | +597+12.1% | Added |
| Summit Place Financial Advisors, LLC | 5,518 | $3.41M | 1.72% | +25+0.5% | Added |
| Bearing Point Capital, LLC | 5,517 | $3.41M | 0.63% | +359+7.0% | Added |
| Northern Oak Wealth Management Inc | 5,511 | $3.41M | 0.43% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 5,495 | $3.40M | 1.62% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 5,488 | $3.39M | 0.38% | −93−1.7% | Reduced |
| Denver Wealth Management, Inc. | 5,463 | $3.38M | 1.40% | +619+12.8% | Added |
| Financial Advisors Network, Inc. | 5,463 | $3.38M | 0.51% | +329+6.4% | Added |
| Roehl & Yi Investment Advisors, LLC | 5,455 | $3.37M | 1.73% | −38−0.7% | Reduced |
| Octavia Wealth Advisors, LLC | 5,435 | $3.37M | 0.38% | −633−10.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,439 | $3.36M | 0.14% | +61+1.1% | Added |
| Empowered Funds, LLC | 5,435 | $3.36M | 0.04% | −10,666−66.2% | Reduced |
| Epacria Capital Partners, LLC | 5,432 | $3.36M | 2.80% | −9,568−63.8% | Reduced |
| Watershed Private Wealth LLC | 5,400 | $3.34M | 1.21% | +232+4.5% | Added |
| Evelyn Partners Asset Management Ltd | 5,398 | $3.34M | 0.85% | +258+5.0% | Added |
| Maripau Wealth Management LLC | 5,410 | $3.33M | 1.68% | +301+5.9% | Added |
| Redmont Wealth Advisors LLC | 5,391 | $3.33M | 4.89% | +849+18.7% | Added |
| Green Square Capital Advisors LLC | 5,380 | $3.32M | 0.39% | +3,031+129.0% | Added |
| Sivia Capital Partners, LLC | 5,379 | $3.32M | 1.13% | −10.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 5,375 | $3.32M | 0.26% | −9−0.2% | Reduced |
| Sittner & Nelson, LLC | 5,370 | $3.32M | 1.33% | +10.0% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 5,359 | $3.31M | 4.27% | +2,817+110.8% | Added |
| Middleton & Co Inc | 5,351 | $3.31M | 0.37% | +9+0.2% | Added |
| OP Asset Management Ltd | 5,345 | $3.30M | 0.05% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 5,336 | $3.30M | 0.16% | 00.0% | Unchanged |
| Fortitude Financial, LLC | 56,090 | $3.30M | 3.95% | +54,566+3,580.4% | Added |
| Charter Research & Investment Group, Inc. | 5,333 | $3.29M | 2.46% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 5,323 | $3.29M | 0.61% | −9−0.2% | Reduced |
| Caitlin John, LLC | 5,322 | $3.29M | 3.00% | +2,986+127.8% | Added |
| Harmony Asset Management LLC | 5,316 | $3.28M | 1.23% | −72−1.3% | Reduced |
| Eagle Wealth Strategies LLC | 5,311 | $3.28M | 1.84% | +20.0% | Added |
| Evensky & Katz LLC | 5,302 | $3.28M | 0.20% | +4+0.1% | Added |
| Meridian Investment Counsel Inc. | 5,297 | $3.27M | 0.89% | −180−3.3% | Reduced |
| Bangor Savings Bank | 5,295 | $3.27M | 0.29% | +447+9.2% | Added |
| Greykasell Wealth Strategies, Inc. | 5,291 | $3.27M | 1.57% | −249−4.5% | Reduced |