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 |
|---|---|---|---|---|---|
| Merrion Investment Management Co, LLC | 4,609 | $2.85M | 1.85% | −140−2.9% | Reduced |
| Curran Financial Partners, LLC | 4,604 | $2.84M | 0.63% | +178+4.0% | Added |
| Equita Financial Network, Inc. | 4,602 | $2.84M | 1.13% | +304+7.1% | Added |
| First Commonwealth Financial Corp | 4,600 | $2.84M | 0.61% | −543−10.6% | Reduced |
| Metis Global Partners, LLC | 4,599 | $2.84M | 0.07% | +1,793+63.9% | Added |
| MV Capital Management, Inc. | 4,596 | $2.84M | 0.29% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 4,592 | $2.84M | 1.76% | +1,986+76.2% | Added |
| Strategic Financial Concepts, LLC | 4,579 | $2.83M | 0.40% | −1,131−19.8% | Reduced |
| Builder Investment Group Inc | 4,578 | $2.83M | 0.70% | −29−0.6% | Reduced |
| 1 North Wealth Services LLC | 4,573 | $2.83M | 1.12% | −1,404−23.5% | Reduced |
| Main Street Group, LTD | 4,568 | $2.82M | 0.92% | +89+2.0% | Added |
| Hoese & Co LLP | 4,561 | $2.82M | 2.27% | +350+8.3% | Added |
| Leigh Baldwin & Co., LLC | 4,559 | $2.82M | 1.85% | −339−6.9% | Reduced |
| Kagan Cocozza Asset Management | 4,557 | $2.82M | 2.16% | +980+27.4% | Added |
| Affinity Capital Advisors, LLC | 4,549 | $2.81M | 0.48% | +107+2.4% | Added |
| Ironwood Financial, llc | 5,023 | $2.81M | 0.60% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 4,547 | $2.81M | 1.35% | −29−0.6% | Reduced |
| Longview Financial Advisors, Inc. | 4,543 | $2.81M | 2.38% | −136−2.9% | Reduced |
| Cadinha & Co LLC | 4,543 | $2.81M | 0.47% | −40−0.9% | Reduced |
| Prosperity Planning, Inc. | 4,532 | $2.80M | 0.81% | −139−3.0% | Reduced |
| Cooper/Haims Advisors, LLC | 4,529 | $2.80M | 1.38% | +68+1.5% | Added |
| Altiora Financial Group, LLC | 4,517 | $2.79M | 0.55% | −211−4.5% | Reduced |
| Financial Enhancement Group LLC | 4,471 | $2.79M | 0.40% | +1,217+37.4% | Added |
| Oarsman Capital, Inc. | 4,512 | $2.79M | 0.44% | +365+8.8% | Added |
| Tufton Capital Management | 4,501 | $2.78M | 0.53% | +23+0.5% | Added |
| ProVise Management Group, LLC | 4,495 | $2.78M | 0.22% | +54+1.2% | Added |
| Bull Street Advisors, LLC | 4,492 | $2.77M | 1.33% | −115−2.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,488 | $2.77M | 0.45% | +306+7.3% | Added |
| BNC Wealth Management, LLC | 4,479 | $2.77M | 0.82% | +764+20.6% | Added |
| BWM Planning, LLC | 4,472 | $2.76M | 0.95% | +4,472 | New |
| Clark Capital Management Group, Inc. | 4,469 | $2.76M | 0.02% | +710+18.9% | Added |
| Red Door Wealth Management, LLC | 4,461 | $2.76M | 0.33% | −312−6.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,457 | $2.75M | 1.27% | +10+0.2% | Added |
| McIlrath & Eck, LLC | 4,452 | $2.75M | 0.31% | −119−2.6% | Reduced |
| Integral Investment Advisors, Inc. | 4,449 | $2.75M | 0.78% | +53+1.2% | Added |
| Bridges Investment Management Inc | 4,443 | $2.75M | 0.04% | −30−0.7% | Reduced |
| River Street Advisors LLC | 4,441 | $2.74M | 1.18% | −82−1.8% | Reduced |
| Arbor Wealth Advisors LLC | 4,441 | $2.74M | 2.23% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 4,440 | $2.74M | 1.16% | +1,528+52.5% | Added |
| VeraBank, N.A. | 4,439 | $2.74M | 0.55% | +882+24.8% | Added |
| Stone Point Wealth LLC | 4,433 | $2.74M | 0.85% | +282+6.8% | Added |
| TPG Advisors LLC | 4,429 | $2.74M | 1.98% | −36−0.8% | Reduced |
| Barnes Wealth Management Group, Inc | 4,427 | $2.74M | 1.62% | +62+1.4% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,420 | $2.73M | 0.59% | +110+2.6% | Added |
| Confluence Wealth Services, Inc. | 4,418 | $2.73M | 0.15% | +70+1.6% | Added |
| Mount Yale Investment Advisors, LLC | 4,418 | $2.73M | 0.21% | −98−2.2% | Reduced |
| Siligmueller & Norvid Wealth Advisors LLC | 4,372 | $2.73M | 1.06% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 4,417 | $2.73M | 1.04% | −88−2.0% | Reduced |
| BCS Wealth Management | 4,412 | $2.73M | 0.59% | +775+21.3% | Added |
| Prelude Capital Management, LLC | 4,412 | $2.73M | 0.27% | −75−1.7% | Reduced |
| Hillman Co | 4,411 | $2.73M | 1.04% | −5,960−57.5% | Reduced |
| SMI Advisory Services, LLC | 4,366 | $2.73M | 0.53% | +123+2.9% | Added |
| Cooksen Wealth, LLC | 4,409 | $2.72M | 2.19% | −34−0.8% | Reduced |
| Grange Capital, LLC | 4,407 | $2.72M | 2.85% | −578−11.6% | Reduced |
| Peterson Wealth Services | 4,399 | $2.72M | 0.74% | −505−10.3% | Reduced |
| Wellington Shields & Co., LLC | 4,390 | $2.71M | 0.77% | +13+0.3% | Added |
| Centurion Wealth Management LLC | 4,388 | $2.71M | 0.78% | +1,171+36.4% | Added |
| Geometric Wealth Advisors | 4,381 | $2.71M | 0.40% | −968−18.1% | Reduced |
| Ameriflex Group, Inc. | 4,423 | $2.71M | 1.42% | +50+1.1% | Added |
| 10Elms LLP | 4,379 | $2.71M | 2.58% | 00.0% | Unchanged |
| City State Bank | 4,361 | $2.69M | 0.84% | −221−4.8% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 4,358 | $2.69M | 0.68% | +1,318+43.4% | Added |
| Tidemark, LLC | 4,357 | $2.69M | 0.87% | −187−4.1% | Reduced |
| Flaharty Asset Management, LLC | 4,340 | $2.68M | 0.37% | −173−3.8% | Reduced |
| Erickson Financial Group, LLC | 4,340 | $2.68M | 1.81% | −276−6.0% | Reduced |
| SkyOak Wealth, LLC | 4,340 | $2.68M | 0.54% | +1,708+64.9% | Added |
| Stenger Family Office, LLC | 4,224 | $2.68M | 0.70% | +4,224 | New |
| MPS Loria Financial Planners, LLC | 4,332 | $2.68M | 0.79% | −34−0.8% | Reduced |
| Parkside Investments, LLC | 4,331 | $2.68M | 0.36% | −123−2.8% | Reduced |
| D L Carlson Investment Group Inc | 4,326 | $2.67M | 0.49% | −1,486−25.6% | Reduced |
| Clarkston Capital Partners, LLC | 4,325 | $2.67M | 0.06% | +185+4.5% | Added |
| Maple Capital Management, Inc. | 4,325 | $2.67M | 0.18% | +762+21.4% | Added |
| Aull & Monroe Investment Management Corp | 4,324 | $2.67M | 1.43% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,318 | $2.67M | 0.32% | −500−10.4% | Reduced |
| Garrison Point Advisors, LLC | 4,318 | $2.67M | 1.22% | +417+10.7% | Added |
| Pandora Wealth, Inc. | 4,306 | $2.66M | 1.64% | +188+4.6% | Added |
| Fiduciary Financial Group, LLC | 4,304 | $2.66M | 0.48% | −472−9.9% | Reduced |
| Hilltop National Bank | 4,300 | $2.66M | 0.69% | +4,300 | New |
| NorthStar Asset Management LLC | 4,291 | $2.65M | 1.40% | +641+17.6% | Added |
| WESCAP Management Group, Inc. | 4,280 | $2.64M | 0.60% | −2,634−38.1% | Reduced |
| Warren Street Wealth Advisors, LLC | 4,275 | $2.64M | 0.88% | +2,329+119.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,242 | $2.63M | 0.91% | −90−2.1% | Reduced |
| Trust Co of Toledo NA | 4,247 | $2.62M | 0.29% | +4,247 | New |
| IFC Advisors LLC | 4,225 | $2.61M | 0.49% | −50−1.2% | Reduced |
| Private Capital Advisors, Inc. | 4,223 | $2.61M | 0.32% | +78+1.9% | Added |
| Team Hewins, LLC | 4,189 | $2.60M | 0.94% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 4,197 | $2.59M | 0.55% | −654−13.5% | Reduced |
| Crescent Park Management, L.P. | 4,187 | $2.59M | 1.10% | −220−5.0% | Reduced |
| Blue Chip Partners, Inc. | 4,184 | $2.58M | 0.21% | +550+15.1% | Added |
| YANKCOM Partnership | 4,178 | $2.58M | 1.26% | +263+6.7% | Added |
| Alpha Zero LLC | 4,178 | $2.58M | 1.68% | +168+4.2% | Added |
| Park Edge Advisors, LLC | 4,168 | $2.58M | 0.66% | +2,015+93.6% | Added |
| Allred Capital Management, LLC | 4,164 | $2.57M | 0.96% | 00.0% | Unchanged |
| Lake Street Financial LLC | 4,161 | $2.57M | 0.37% | −18−0.4% | Reduced |
| Hughes Financial Services, LLC | 4,061 | $2.57M | 0.44% | −188−4.4% | Reduced |
| Wedgewood Investors Inc | 4,149 | $2.56M | 2.95% | −4−0.1% | Reduced |
| Graybill Bartz & Assoc Ltd | 4,144 | $2.56M | 0.84% | +368+9.7% | Added |
| Lazari Capital Management, Inc. | 4,131 | $2.55M | 0.96% | −28−0.7% | Reduced |
| Forthright Family Wealth Advisory LLC | 4,130 | $2.55M | 1.62% | +26+0.6% | Added |
| Future You Wealth LLC | 4,125 | $2.55M | 1.38% | −301−6.8% | Reduced |