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 |
|---|---|---|---|---|---|
| ClearAlpha Technologies LP | 4,117 | $2.54M | 7.33% | +4,117 | New |
| REDW Wealth LLC | 4,110 | $2.54M | 1.01% | −662−13.9% | Reduced |
| Euclidean Capital LLC | 4,104 | $2.54M | 0.83% | 00.0% | Unchanged |
| Davidson Trust Co | 4,091 | $2.53M | 1.17% | +48+1.2% | Added |
| General Partner, Inc. | 4,088 | $2.53M | 1.48% | 00.0% | Unchanged |
| James Investment Research Inc | 4,083 | $2.52M | 0.30% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 4,071 | $2.52M | 0.53% | −18−0.4% | Reduced |
| Lifeworks Advisors, LLC | 4,069 | $2.51M | 0.37% | −1,112−21.5% | Reduced |
| OMNI 360 Wealth, Inc. | 4,066 | $2.51M | 1.56% | +40+1.0% | Added |
| Miramar Fiduciary Corp | 4,056 | $2.51M | 2.04% | 00.0% | Unchanged |
| Rice Partnership, LLC | 4,054 | $2.50M | 0.44% | −74−1.8% | Reduced |
| CCG Wealth Management, LLC | 4,038 | $2.49M | 1.31% | +173+4.5% | Added |
| Whalerock Point Partners, LLC | 4,034 | $2.49M | 0.54% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 4,025 | $2.49M | 1.53% | −148−3.5% | Reduced |
| Canal Capital Management, LLC | 4,022 | $2.48M | 0.39% | +264+7.0% | Added |
| Tudor Financial Inc. | 4,018 | $2.48M | 1.41% | −510−11.3% | Reduced |
| Yardley Wealth Management LLC | 4,016 | $2.48M | 1.36% | −70−1.7% | Reduced |
| Sculati Wealth Management, LLC | 4,013 | $2.48M | 0.93% | +97+2.5% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 4,010 | $2.48M | 0.40% | 00.0% | Unchanged |
| Insight 2811, Inc. | 4,008 | $2.48M | 1.17% | −64−1.6% | Reduced |
| Spring Capital Management, LLC | 4,004 | $2.47M | 1.30% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 4,000 | $2.47M | 0.95% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | – | $2.47M | 0.58% | – | – |
| Kornitzer Capital Management Inc | 3,990 | $2.47M | 0.05% | 00.0% | Unchanged |
| V. M. Manning & Co., Inc. | 3,823 | $2.46M | 2.72% | +3,823 | New |
| Westside Investment Management, Inc. | 3,987 | $2.46M | 0.46% | −1,781−30.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 3,972 | $2.46M | 0.22% | +89+2.3% | Added |
| HBW Advisory Services LLC | 3,981 | $2.46M | 0.30% | −664−14.3% | Reduced |
| White Lighthouse Investment Management Inc. | 3,978 | $2.46M | 0.40% | +10+0.3% | Added |
| Stonegate Investment Group, LLC | 3,977 | $2.46M | 0.06% | −185−4.4% | Reduced |
| Maia Wealth LLC | 3,975 | $2.46M | 0.47% | +16+0.4% | Added |
| Price T Rowe Associates Inc | 3,964 | $2.45M | 0.00% | −39,924−91.0% | Reduced |
| Goodman Financial Corp | 3,962 | $2.45M | 0.49% | −2,054−34.1% | Reduced |
| WNY Asset Management, LLC | 3,958 | $2.45M | 0.27% | −68−1.7% | Reduced |
| Burford Brothers, Inc. | 3,957 | $2.44M | 1.12% | +3,128+377.3% | Added |
| Founders Grove Wealth Partners, LLC | 3,957 | $2.44M | 0.61% | +61+1.6% | Added |
| LMCG Investments, LLC | 3,954 | $2.44M | 0.15% | −263−6.2% | Reduced |
| Baldwin Brothers Inc | 3,954 | $2.44M | 0.17% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 3,953 | $2.44M | 2.43% | +2,237+130.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 3,926 | $2.43M | 0.07% | −168−4.1% | Reduced |
| Panoramic Capital Partners, LLC | 3,876 | $2.42M | 1.68% | +581+17.6% | Added |
| Sheets Smith Wealth Management | 3,913 | $2.42M | 0.28% | +159+4.2% | Added |
| Chesapeake Asset Management LLC | 3,904 | $2.42M | 2.20% | −338−8.0% | Reduced |
| Manhattan West Asset Management, LLC | 3,909 | $2.42M | 0.56% | −121−3.0% | Reduced |
| Sawgrass Asset Management LLC | 3,899 | $2.41M | 0.27% | +49+1.3% | Added |
| AlpenGlobal Capital LLC | 3,895 | $2.41M | 1.44% | +28+0.7% | Added |
| Astoria Portfolio Advisors LLC. | 3,781 | $2.40M | 0.67% | +9+0.2% | Added |
| EdgeRock Capital LLC | 3,874 | $2.39M | 0.76% | −215−5.3% | Reduced |
| Facet Wealth, Inc. | 3,783 | $2.39M | 0.05% | −148−3.8% | Reduced |
| Valley National Advisers Inc | 3,868 | $2.39M | 0.39% | +10+0.3% | Added |
| Signet Financial Management, LLC | 3,866 | $2.39M | 0.30% | −840−17.8% | Reduced |
| Capstone Financial Advisors, Inc. | 3,855 | $2.38M | 0.14% | −159−4.0% | Reduced |
| Net Worth Advisory Group | 3,850 | $2.38M | 0.53% | +1,818+89.5% | Added |
| Eagle Rock Investment Company, LLC | 3,840 | $2.37M | 0.38% | +164+4.5% | Added |
| Grandfield & Dodd, LLC | 3,839 | $2.37M | 0.14% | −14−0.4% | Reduced |
| BCR Wealth Strategies, LLC | 3,840 | $2.37M | 0.92% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 3,836 | $2.37M | 1.03% | +897+30.5% | Added |
| Goldstein Advisors, LLC | 3,832 | $2.37M | 0.32% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 3,825 | $2.36M | 0.74% | −122−3.1% | Reduced |
| BLVD Private Wealth, LLC | 3,819 | $2.36M | 2.22% | +3,819 | New |
| Lantern Wealth Advisors, LLC | 3,807 | $2.35M | 1.40% | +3,807 | New |
| Eldridge Investment Advisors, Inc. | 3,803 | $2.35M | 0.49% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 3,803 | $2.35M | 0.18% | +275+7.8% | Added |
| FMB Wealth Management | 3,802 | $2.35M | 1.12% | −10.0% | Reduced |
| JNBA Financial Advisors | 3,798 | $2.35M | 0.23% | +163+4.5% | Added |
| Peoples Bank | 3,796 | $2.35M | 1.57% | +15+0.4% | Added |
| Comprehensive Financial Planning, Inc. | 3,791 | $2.34M | 1.84% | −57−1.5% | Reduced |
| Bank of Nova Scotia Trust Co | 3,785 | $2.34M | 0.23% | −13−0.3% | Reduced |
| GR Financial Group, LLC | 3,784 | $2.34M | 0.57% | −459,337−99.2% | Reduced |
| Chung Wu Investment Group, LLC | 3,780 | $2.34M | 2.43% | −190−4.8% | Reduced |
| Archford Capital Strategies, LLC | 3,779 | $2.33M | 0.30% | −1,363−26.5% | Reduced |
| CFO4Life Group, LLC | 3,772 | $2.33M | 0.36% | −2−0.1% | Reduced |
| Bingham Private Wealth, LLC | 3,760 | $2.32M | 2.21% | +29+0.8% | Added |
| Sierra Summit Advisors LLC | 3,755 | $2.32M | 0.41% | −35−0.9% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,749 | $2.32M | 1.68% | +13+0.3% | Added |
| Lionshead Wealth Management, LLC | 3,747 | $2.32M | 2.14% | −9−0.2% | Reduced |
| Lynx Investment Advisory | 3,741 | $2.31M | 1.51% | −710−16.0% | Reduced |
| Affinity Wealth Management LLC | 3,735 | $2.31M | 0.37% | −10.0% | Reduced |
| Disciplined Investments, LLC | 3,733 | $2.31M | 0.98% | −4−0.1% | Reduced |
| Park Place Capital Corp | 3,730 | $2.30M | 0.52% | +1,646+79.0% | Added |
| Oxbow Advisors, LLC | 3,718 | $2.30M | 0.25% | −402−9.8% | Reduced |
| Snider Financial Group | 3,717 | $2.30M | 0.66% | +1,185+46.8% | Added |
| Barr E S & Co | 3,713 | $2.29M | 0.13% | −50−1.3% | Reduced |
| Pin Oak Investment Advisors Inc | 4,096 | $2.29M | 1.94% | −60−1.4% | Reduced |
| Bill Few Associates, Inc. | 3,706 | $2.29M | 0.65% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 3,701 | $2.29M | 0.39% | −671−15.3% | Reduced |
| Chickasaw Capital Management LLC | 3,693 | $2.28M | 0.09% | +876+31.1% | Added |
| CFC Planning Co LLC | 3,689 | $2.28M | 2.20% | +259+7.6% | Added |
| ICW Investment Advisors LLC | 3,689 | $2.28M | 0.90% | −15−0.4% | Reduced |
| BIP Alliance, LLC | 3,681 | $2.27M | 0.87% | +1,062+40.5% | Added |
| Claris Financial LLC | 3,671 | $2.27M | 1.71% | +665+22.1% | Added |
| Acorn Financial Advisory Services Inc | 3,670 | $2.27M | 0.37% | −142−3.7% | Reduced |
| Suncoast Equity Management | 3,659 | $2.26M | 0.23% | +371+11.3% | Added |
| Grove Street Fiduciary, LLC | 3,654 | $2.26M | 1.09% | +3+0.1% | Added |
| Wealth Alliance Advisory Group, LLC | 3,654 | $2.26M | 0.43% | +125+3.5% | Added |
| Consilio Wealth Advisors, LLC | 3,670 | $2.26M | 0.81% | +1,570+74.8% | Added |
| Freestate Advisors LLC | 3,643 | $2.25M | 2.01% | −11,328−75.7% | Reduced |
| Selective Wealth Management, Inc. | 3,578 | $2.23M | 0.82% | −45−1.2% | Reduced |
| Forte Capital LLC | 3,613 | $2.23M | 0.24% | +404+12.6% | Added |
| Cranbrook Wealth Management, LLC | 3,610 | $2.23M | 0.48% | −29−0.8% | Reduced |