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 |
|---|---|---|---|---|---|
| Uptown Financial Advisors LLC | 3,608 | $2.23M | 2.07% | −147−3.9% | Reduced |
| CapWealth Advisors, LLC | 3,592 | $2.22M | 0.22% | +601+20.1% | Added |
| Melfa Wealth Management, LLC | 3,584 | $2.21M | 1.40% | −24−0.7% | Reduced |
| Financial Management Professionals, Inc. | 3,572 | $2.21M | 0.25% | −22,487−86.3% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 3,582 | $2.21M | 0.36% | 00.0% | Unchanged |
| McCarthy & Cox | 3,582 | $2.21M | 0.58% | −22−0.6% | Reduced |
| Eagle Capital Management LLC | 3,563 | $2.20M | 0.01% | −1,755−33.0% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 3,550 | $2.19M | 0.16% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 3,544 | $2.19M | 0.50% | −237−6.3% | Reduced |
| Catalina Capital Group, LLC | 3,542 | $2.19M | 1.49% | +400+12.7% | Added |
| Fairview Capital Investment Management, LLC | 3,540 | $2.19M | 0.11% | −96−2.6% | Reduced |
| Abundance Wealth Counselors | 3,537 | $2.19M | 0.41% | −888−20.1% | Reduced |
| 1607 Capital Partners, LLC | 3,520 | $2.17M | 0.18% | +3,520 | New |
| Marshall Financial Group LLC | 3,503 | $2.17M | 0.43% | −549−13.5% | Reduced |
| ARS Wealth Advisors Group, LLC | 3,519 | $2.17M | 0.25% | −77−2.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 3,456 | $2.17M | 1.77% | +2,288+195.9% | Added |
| Modus Advisors, LLC | 3,518 | $2.17M | 0.65% | +2+0.1% | Added |
| Byrne Financial Freedom, LLC | 3,507 | $2.17M | 1.08% | −192−5.2% | Reduced |
| KMT Wealth Management, LLC | 3,504 | $2.16M | 1.28% | −4,319−55.2% | Reduced |
| Williams & Novak, LLC | 3,504 | $2.16M | 1.84% | −1,272−26.6% | Reduced |
| Yacktman Asset Management LP | 3,503 | $2.16M | 0.03% | −699−16.6% | Reduced |
| Falcon Wealth Planning | 3,498 | $2.16M | 0.22% | −61−1.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,483 | $2.15M | 0.46% | +700+25.2% | Added |
| Costello Asset Management, INC | 3,481 | $2.15M | 0.81% | −52−1.5% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 3,463 | $2.15M | 0.57% | −1,113−24.3% | Reduced |
| Mainstream Capital Management LLC | 3,471 | $2.14M | 1.56% | +90+2.7% | Added |
| Ami Asset Management Corp | 3,469 | $2.14M | 0.12% | −868−20.0% | Reduced |
| Chemistry Wealth Management LLC | 3,466 | $2.14M | 0.46% | +408+13.3% | Added |
| Hippocratic Financial Advisors, LLC | 3,465 | $2.14M | 1.14% | −93−2.6% | Reduced |
| Tableaux LLC | 3,462 | $2.14M | 1.23% | +4+0.1% | Added |
| Alaethes Wealth LLC | 3,451 | $2.14M | 0.64% | +500+16.9% | Added |
| Lokken Investment Group LLC | 3,458 | $2.14M | 0.82% | +413+13.6% | Added |
| Altfest L J & Co Inc | 3,452 | $2.13M | 0.25% | −244−6.6% | Reduced |
| Winebrenner Capital Management LLC | 3,447 | $2.13M | 1.72% | +32+0.9% | Added |
| Droms Strauss Advisors Inc | 3,437 | $2.12M | 0.65% | −92−2.6% | Reduced |
| Argyle Capital Partners, LLC | 3,431 | $2.12M | 1.75% | −253−6.9% | Reduced |
| Summit X, LLC | 3,421 | $2.12M | 0.39% | +98+2.9% | Added |
| Liberty Capital Management, Inc. | 3,420 | $2.11M | 0.43% | +10.0% | Added |
| Roberts Wealth Advisors, LLC | 3,419 | $2.11M | 0.61% | −698−17.0% | Reduced |
| Auour Investments LLC | 3,418 | $2.11M | 0.73% | −19−0.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 3,416 | $2.11M | 1.29% | 00.0% | Unchanged |
| Astra Wealth Partners LLC | 3,405 | $2.11M | 1.70% | −19−0.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 3,414 | $2.11M | 0.49% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 3,410 | $2.11M | 0.44% | +55+1.6% | Added |
| Campbell Deegan Wealth Management, LLC | 3,408 | $2.11M | 2.07% | +9+0.3% | Added |
| Sterling Investment Advisors, Ltd. | 3,408 | $2.11M | 0.46% | +103+3.1% | Added |
| Capital Markets Trading UK LLP | 3,406 | $2.10M | 2.39% | +2,156+172.5% | Added |
| CM Wealth Advisors LLC | 3,394 | $2.10M | 0.62% | +3,394 | New |
| Delta Capital Management LLC | 3,400 | $2.10M | 1.17% | 00.0% | Unchanged |
| Sentry LLC | 3,399 | $2.10M | 0.42% | −155−4.4% | Reduced |
| SK Wealth Management, LLC | 3,348 | $2.09M | 0.91% | +10+0.3% | Added |
| River Wealth Advisors LLC | 3,377 | $2.09M | 0.26% | +193+6.1% | Added |
| Impact Capital Partners LLC | 3,377 | $2.09M | 0.68% | +1,024+43.5% | Added |
| Traphagen Investment Advisors LLC | 3,376 | $2.09M | 0.20% | −532−13.6% | Reduced |
| Sather Financial Group Inc | 3,376 | $2.09M | 0.12% | −100−2.9% | Reduced |
| LVW Advisors, LLC | 3,376 | $2.09M | 0.23% | +20+0.6% | Added |
| Naviter Wealth, LLC | 3,361 | $2.08M | 0.26% | +2+0.1% | Added |
| O'Rourke & Company, Inc | 3,370 | $2.08M | 0.97% | +225+7.2% | Added |
| CoreFirst Bank & Trust | 3,367 | $2.08M | 1.17% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 3,361 | $2.08M | 0.05% | +453+15.6% | Added |
| Elevatus Welath Management | 3,361 | $2.08M | 0.69% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 3,361 | $2.08M | 0.45% | +122+3.8% | Added |
| American Capital Advisory, LLC | 3,358 | $2.07M | 1.04% | −57−1.7% | Reduced |
| Country Trust Bank | 3,353 | $2.07M | 0.05% | −102−3.0% | Reduced |
| Bright Financial Advisors, Inc. | 3,347 | $2.07M | 1.15% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,346 | $2.07M | 0.65% | +661+24.6% | Added |
| Portland Financial Advisors Inc | 3,340 | $2.06M | 4.95% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 3,328 | $2.06M | 0.77% | +103+3.2% | Added |
| Blueprint Financial Advisors LLC | 3,336 | $2.06M | 0.66% | +3,336 | New |
| Coyle Financial Counsel LLC | 3,330 | $2.06M | 0.55% | +239+7.7% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,325 | $2.05M | 0.23% | +10.0% | Added |
| Means Investment Co., Inc. | 3,311 | $2.05M | 0.19% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 3,312 | $2.05M | 0.80% | −2,132−39.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,310 | $2.05M | 0.11% | +128+4.0% | Added |
| Optimist Retirement Group LLC | 3,304 | $2.04M | 0.98% | −10.0% | Reduced |
| Synergy Financial Management, LLC | 3,304 | $2.04M | 0.23% | +211+6.8% | Added |
| Yost Capital Management, LP | 3,300 | $2.04M | 2.80% | −2,000−37.7% | Reduced |
| Johnson Financial Group, LLC | 3,294 | $2.04M | 0.19% | −6−0.2% | Reduced |
| Red Wave Investments LLC | 3,288 | $2.03M | 0.67% | +98+3.1% | Added |
| Agate Pass Investment Management, LLC | 3,284 | $2.03M | 0.83% | −48−1.4% | Reduced |
| RTD Financial Advisors, Inc. | 3,283 | $2.03M | 0.26% | +106+3.3% | Added |
| Edgar Lomax Co | 3,278 | $2.03M | 0.13% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 3,276 | $2.02M | 1.44% | −24−0.7% | Reduced |
| Forbes Financial Planning, Inc. | 3,268 | $2.02M | 1.36% | −541−14.2% | Reduced |
| FourThought Financial Partners, LLC | 3,265 | $2.02M | 0.20% | −10.0% | Reduced |
| Cannon Financial Strategists, Inc. | 3,264 | $2.02M | 0.32% | +418+14.7% | Added |
| 360 Financial, Inc. | 3,261 | $2.01M | 0.64% | −15−0.5% | Reduced |
| Congress Asset Management Co | 3,259 | $2.01M | 0.01% | −1,986−37.9% | Reduced |
| Wallace Advisory Group, LLC | 3,590 | $2.01M | 1.46% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 3,238 | $2.00M | 0.24% | +375+13.1% | Added |
| Mogy Joel R Investment Counsel Inc | 3,229 | $2.00M | 0.12% | −100−3.0% | Reduced |
| Sym Financial Corp | 3,227 | $1.99M | 0.22% | +686+27.0% | Added |
| Brand Asset Management Group, Inc. | 3,223 | $1.99M | 0.74% | −39−1.2% | Reduced |
| Violich Capital Management, Inc. | 3,221 | $1.99M | 0.28% | +10.0% | Added |
| Sunpointe, LLC | 3,208 | $1.99M | 0.79% | +632+24.5% | Added |
| Northwest Capital Management Inc | 3,213 | $1.99M | 1.08% | −1,198−27.2% | Reduced |
| DSG Capital Advisors, LLC | 3,202 | $1.98M | 0.35% | +415+14.9% | Added |
| Cambria Investment Management, L.P. | 3,196 | $1.97M | 0.13% | +3,196 | New |
| Pathway Financial Advisers, LLC | 3,190 | $1.97M | 0.64% | +503+18.7% | Added |
| Saxony Capital Management, LLC | 3,189 | $1.97M | 1.51% | +805+33.8% | Added |