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 |
|---|---|---|---|---|---|
| Wealthquest Corp | 5,290 | $3.27M | 0.26% | +115+2.2% | Added |
| Mason Investment Advisory Services, Inc. | 5,286 | $3.27M | 0.18% | −55−1.0% | Reduced |
| Park Square Financial Group, LLC | 5,272 | $3.26M | 2.36% | −1,579−23.0% | Reduced |
| Outlook Wealth Advisors, LLC | 5,270 | $3.26M | 0.84% | +970+22.6% | Added |
| WMG Financial Advisors, LLC | 5,261 | $3.25M | 1.20% | +2,266+75.7% | Added |
| Power Wealth Management LLC | 5,248 | $3.24M | 1.25% | −1,965−27.2% | Reduced |
| Omega Financial Group, LLC | 5,239 | $3.24M | 1.17% | −2,523−32.5% | Reduced |
| Evergreen Advisors, LLC | 5,232 | $3.23M | 0.86% | −21−0.4% | Reduced |
| Summit Financial Strategies, Inc. | 5,227 | $3.23M | 0.30% | +92+1.8% | Added |
| East Coast Asset Management, LLC. | 5,206 | $3.22M | 1.07% | −113−2.1% | Reduced |
| McDaniel Terry & Co | 5,203 | $3.21M | 0.26% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 5,201 | $3.21M | 0.86% | −325−5.9% | Reduced |
| Shared Vision Wealth Group LLC | 5,082 | $3.21M | 1.60% | −32−0.6% | Reduced |
| Bordeaux Wealth Advisors LLC | 5,192 | $3.21M | 0.41% | +2,980+134.7% | Added |
| Paladin Advisory Group, LLC | 5,189 | $3.21M | 2.45% | −36−0.7% | Reduced |
| Verus Financial Partners, Inc. | 5,116 | $3.19M | 0.33% | +174+3.5% | Added |
| Leeward Financial Partners, LLC | 5,164 | $3.19M | 1.01% | −50−1.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,157 | $3.19M | 0.35% | −80−1.5% | Reduced |
| Cooper Financial Group | 5,154 | $3.18M | 0.37% | −1,052−17.0% | Reduced |
| Warner Financial, Inc | 5,137 | $3.17M | 1.31% | −337−6.2% | Reduced |
| Duncan Williams Asset Management, LLC | 5,129 | $3.17M | 1.00% | +45+0.9% | Added |
| Strait & Sound Wealth Management LLC | 5,125 | $3.17M | 1.34% | −705−12.1% | Reduced |
| Bank Ozk | 5,120 | $3.16M | 1.21% | +5+0.1% | Added |
| Noesis Capital Mangement Corp | 5,106 | $3.15M | 0.55% | +8+0.2% | Added |
| Beta Wealth Group, Inc. | 5,097 | $3.15M | 1.15% | +2,428+91.0% | Added |
| Cito Capital Group, LLC | 5,080 | $3.15M | 1.10% | +5,080 | New |
| Greenfield Savings Bank | 5,091 | $3.15M | 1.43% | +334+7.0% | Added |
| Harbour Capital Advisors, LLC | 5,062 | $3.14M | 0.66% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 5,083 | $3.14M | 0.58% | 00.0% | Unchanged |
| Morton Capital Management LLC | 5,082 | $3.14M | 0.56% | +587+13.1% | Added |
| Hallmark Capital Management Inc | 5,078 | $3.14M | 0.23% | −1,104−17.9% | Reduced |
| Beaumont Financial Advisors, LLC | 5,075 | $3.14M | 0.23% | −116−2.2% | Reduced |
| Epiq Partners, LLC | 5,069 | $3.13M | 1.60% | −201−3.8% | Reduced |
| Madrona Financial Services, LLC | 5,062 | $3.13M | 0.75% | +574+12.8% | Added |
| Evelyn Partners Investment Management LLP | 5,059 | $3.13M | 0.10% | −368−6.8% | Reduced |
| Welch Group, LLC | 5,052 | $3.12M | 0.13% | +1,352+36.5% | Added |
| Wealth Management Partners, LLC | 5,019 | $3.12M | 1.10% | +21+0.4% | Added |
| Financial Advisory Corp | 5,037 | $3.11M | 0.94% | +26+0.5% | Added |
| Rede Wealth, LLC | 5,033 | $3.11M | 1.12% | −196−3.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,016 | $3.10M | 0.29% | −31−0.6% | Reduced |
| Compass Wealth Management LLC | 5,010 | $3.10M | 0.74% | −101−2.0% | Reduced |
| Asset Management Group, Inc. | 5,008 | $3.09M | 0.54% | −28−0.6% | Reduced |
| Pavion Blue Capital, LLC | 5,002 | $3.09M | 1.37% | +130+2.7% | Added |
| Broderick Brian C | 5,000 | $3.09M | 0.61% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 4,998 | $3.09M | 0.99% | +3,602+258.0% | Added |
| LGT Financial Advisors LLC | 4,996 | $3.09M | 7.83% | +1,410+39.3% | Added |
| Patton Albertson Miller Group, LLC | 4,993 | $3.08M | 0.41% | +150+3.1% | Added |
| Center for Financial Planning, Inc. | 4,980 | $3.08M | 0.35% | +33+0.7% | Added |
| Asset Allocation & Management Company, LLC | 4,979 | $3.08M | 1.42% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 4,965 | $3.07M | 0.93% | +479+10.7% | Added |
| Black Diamond Financial, LLC | 4,961 | $3.07M | 0.48% | +14+0.3% | Added |
| PBMares Wealth Management LLC | 4,957 | $3.06M | 0.56% | +10.0% | Added |
| Cottage Street Advisors LLC | 4,937 | $3.05M | 1.59% | −150−2.9% | Reduced |
| Virtus Wealth Solutions LLC | 4,924 | $3.04M | 0.63% | +325+7.1% | Added |
| Fortress Financial Group, LLC | 4,895 | $3.02M | 2.56% | +30+0.6% | Added |
| Vega Investment Solutions | 4,889 | $3.02M | 0.71% | 00.0% | Unchanged |
| Smith, Salley & Associates | 4,886 | $3.02M | 0.17% | +262+5.7% | Added |
| Centricity Wealth Management, LLC | 4,878 | $3.01M | 2.41% | −10.0% | Reduced |
| Sound Income Strategies, LLC | 4,872 | $3.01M | 0.17% | −1,461−23.1% | Reduced |
| Rollins Financial Advisors, LLC | 4,866 | $3.01M | 0.48% | −347−6.7% | Reduced |
| SP Asset Management LLC | 4,861 | $3.00M | 0.25% | +19+0.4% | Added |
| Searle & Co. | 4,850 | $3.00M | 0.85% | +44+0.9% | Added |
| Private Wealth Group, LLC | 4,848 | $3.00M | 1.59% | 00.0% | Unchanged |
| Manchester Financial Inc | 4,834 | $2.99M | 0.63% | +1,400+40.8% | Added |
| Ameraudi Asset Management, Inc. | 4,833 | $2.99M | 1.57% | −380−7.3% | Reduced |
| Integrated Financial Solutions, Inc. | 4,833 | $2.99M | 2.54% | +4,833 | New |
| Spectrum Wealth Advisory Group, LLC | 4,813 | $2.97M | 1.38% | −1,263−20.8% | Reduced |
| Fortress Private Ledger, LLC | 4,813 | $2.97M | 1.35% | +638+15.3% | Added |
| SOA Wealth Advisors, LLC. | 4,810 | $2.97M | 0.56% | −8−0.2% | Reduced |
| Werba Rubin Papier Wealth Management | 4,806 | $2.97M | 0.56% | +140+3.0% | Added |
| Noked Israel Ltd | 4,794 | $2.96M | 0.55% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,793 | $2.96M | 0.47% | −132−2.7% | Reduced |
| Advanced Asset Management Advisors Inc | 4,787 | $2.96M | 0.80% | +364+8.2% | Added |
| Mathes Company, Inc. | 4,780 | $2.95M | 1.10% | −90−1.8% | Reduced |
| Pacific Center for Financial Services | 4,776 | $2.95M | 0.80% | −72−1.5% | Reduced |
| Gladwyn Financial Advisors, Inc. | 4,768 | $2.95M | 2.28% | +4,768 | New |
| Fortem Financial Group, LLC | 4,768 | $2.95M | 0.95% | +1,886+65.4% | Added |
| Chicago Wealth Management, Inc. | 4,767 | $2.95M | 1.40% | +331+7.5% | Added |
| Trilogy Capital Inc. | 4,759 | $2.94M | 0.14% | −18,100−79.2% | Reduced |
| Clarity Capital Advisors, LLC | 4,749 | $2.93M | 1.71% | +3+0.1% | Added |
| Axis Wealth Partners, LLC | 4,747 | $2.93M | 1.93% | −34−0.7% | Reduced |
| Apollon Financial, LLC | 4,747 | $2.93M | 0.61% | −77−1.6% | Reduced |
| SGL Investment Advisors, Inc. | 4,715 | $2.92M | 1.39% | +165+3.6% | Added |
| Wall Street Access Asset Management, LLC | 4,724 | $2.92M | 1.01% | +75+1.6% | Added |
| Rydar Equities, Inc. | 4,719 | $2.92M | 2.30% | +4,719 | New |
| Buck Wealth Strategies, LLC | 4,715 | $2.91M | 0.44% | +1,582+50.5% | Added |
| Zevenbergen Capital Investments LLC | 4,705 | $2.91M | 0.06% | −50−1.1% | Reduced |
| Olistico Wealth, LLC | 4,703 | $2.91M | 1.61% | −10.0% | Reduced |
| PUREfi Wealth, LLC | 4,679 | $2.89M | 2.31% | +168+3.7% | Added |
| Aurelius Family Office LLC | 4,677 | $2.89M | 1.37% | −13−0.3% | Reduced |
| Armstrong Henry H Associates Inc | 4,668 | $2.88M | 0.27% | −788−14.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,666 | $2.88M | 0.66% | +256+5.8% | Added |
| Patriot Investment Management Inc. | 4,658 | $2.88M | 0.20% | +170+3.8% | Added |
| Cahaba Wealth Management, Inc. | 4,656 | $2.88M | 0.22% | +44+1.0% | Added |
| Verum Partners LLC | 4,655 | $2.88M | 0.66% | −80−1.7% | Reduced |
| Aviance Capital Partners, LLC | 4,642 | $2.87M | 0.37% | −28−0.6% | Reduced |
| Cherrydale Wealth Management, LLC | 4,635 | $2.86M | 1.00% | −3,627−43.9% | Reduced |
| Mirador Capital Partners LP | 4,633 | $2.86M | 0.47% | −274−5.6% | Reduced |
| Essential Planning, LLC. | 4,632 | $2.86M | 1.07% | +1,430+44.7% | Added |
| Stokes Family Office, LLC | 4,621 | $2.85M | 0.30% | +11+0.2% | Added |