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 |
|---|---|---|---|---|---|
| InTrack Investment Management Inc | 3,187 | $1.97M | 1.32% | −1,246−28.1% | Reduced |
| Widmann Financial Services, Inc. | 3,185 | $1.97M | 1.37% | +38+1.2% | Added |
| Promus Capital, LLC | 3,182 | $1.97M | 1.28% | +299+10.4% | Added |
| Westbourne Investment Advisors, Inc. | 3,181 | $1.97M | 0.60% | +37+1.2% | Added |
| Arbor Investment Advisors, LLC | 3,167 | $1.96M | 0.25% | −123−3.7% | Reduced |
| Wealth Group Ltd | 3,164 | $1.95M | 0.50% | +36+1.2% | Added |
| Peak Planning Group, LLC | 3,159 | $1.95M | 1.25% | −4,862−60.6% | Reduced |
| Integrity Wealth Solutions LLC | 3,158 | $1.95M | 0.95% | −129−3.9% | Reduced |
| Randolph Co Inc | 3,153 | $1.95M | 0.20% | +10.0% | Added |
| Strategic Wealth Designers | 3,148 | $1.95M | 2.82% | +564+21.8% | Added |
| Shaker Investments LLC | 3,147 | $1.94M | 0.80% | −21−0.7% | Reduced |
| Hanson & Doremus Investment Management | 3,145 | $1.94M | 0.26% | −4−0.1% | Reduced |
| Summit Asset Management, LLC | 3,145 | $1.94M | 0.32% | −69−2.1% | Reduced |
| 21 West Wealth Management LLC | 3,144 | $1.94M | 1.96% | +3,144 | New |
| Everpar Advisors LLC | 3,141 | $1.94M | 0.88% | +198+6.7% | Added |
| Sensible Money, LLC | 3,140 | $1.94M | 0.74% | −37−1.2% | Reduced |
| TigerOak Management, L.L.C. | 3,136 | $1.94M | 0.66% | +35+1.1% | Added |
| Umpqua Bank | 3,122 | $1.94M | 0.59% | +2,239+253.6% | Added |
| Interchange Capital Partners, LLC | 3,134 | $1.94M | 0.45% | −68−2.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,134 | $1.94M | 0.52% | −109−3.4% | Reduced |
| McBroom & Associates, LLC | 3,453 | $1.93M | 1.10% | 00.0% | Unchanged |
| Santori & Peters | 3,118 | $1.93M | 0.70% | +890+39.9% | Added |
| Ulland Investment Advisors, LLC | 3,116 | $1.93M | 1.47% | −1,730−35.7% | Reduced |
| Legacy Private Trust Co. | 3,111 | $1.92M | 0.12% | −445−12.5% | Reduced |
| Meyer Handelman Co | 3,110 | $1.92M | 0.06% | −100−3.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,104 | $1.92M | 0.62% | +48+1.6% | Added |
| Bellevue Group AG | 3,100 | $1.92M | 0.04% | −2,560−45.2% | Reduced |
| Manske Wealth Management | 3,098 | $1.91M | 0.63% | −12−0.4% | Reduced |
| Old Mission Investment Co LLC | 3,091 | $1.91M | 0.52% | +415+15.5% | Added |
| Founders Financial Securities LLC | 3,090 | $1.91M | 0.15% | +21+0.7% | Added |
| Asset Advisors Investment Management, LLC | 3,087 | $1.91M | 0.19% | −204−6.2% | Reduced |
| Seek First Inc. | 3,084 | $1.91M | 1.54% | −51−1.6% | Reduced |
| CFS Investment Advisory Services, LLC | 3,079 | $1.90M | 0.16% | 00.0% | Unchanged |
| Fundamentun, LLC | 3,075 | $1.90M | 0.09% | +599+24.2% | Added |
| Investors Asset Management of Georgia Inc | 3,060 | $1.89M | 0.88% | +450+17.2% | Added |
| TrueWealth Financial Partners | 3,059 | $1.89M | 1.04% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 3,059 | $1.89M | 0.46% | −315−9.3% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 3,057 | $1.89M | 0.47% | +3,057 | New |
| Delta Asset Management LLC | 3,053 | $1.89M | 0.16% | −6−0.2% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,983 | $1.89M | 0.91% | +187+6.7% | Added |
| Core Wealth Advisors, Inc. | 3,049 | $1.88M | 0.54% | +229+8.1% | Added |
| Am Investment Strategies LLC | 3,042 | $1.88M | 0.44% | +824+37.2% | Added |
| Wolff Wiese Magana LLC | 3,037 | $1.88M | 1.16% | +508+20.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 3,033 | $1.87M | 0.63% | +225+8.0% | Added |
| Strata Wealth Advisors, LLC | 3,028 | $1.87M | 0.52% | +48+1.6% | Added |
| United Asset Strategies, Inc. | 3,026 | $1.87M | 0.16% | −332−9.9% | Reduced |
| Sage Advisors, LLC | 3,022 | $1.87M | 1.33% | −620−17.0% | Reduced |
| Granite Bay Wealth Management, LLC | 3,015 | $1.86M | 0.60% | +378+14.3% | Added |
| Stoneridge Investment Partners LLC | 3,014 | $1.86M | 1.40% | −327−9.8% | Reduced |
| Geneva Partners, LLC | 3,007 | $1.86M | 0.74% | +2+0.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,005 | $1.86M | 0.20% | −164−5.2% | Reduced |
| Fiduciary Family Office, LLC | 3,003 | $1.86M | 0.61% | 00.0% | Unchanged |
| Hurley Capital, LLC | 3,003 | $1.86M | 1.30% | +1,471+96.0% | Added |
| Able Wealth Management LLC | 3,001 | $1.85M | 0.93% | +163+5.7% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,992 | $1.85M | 0.51% | +10.0% | Added |
| Asset Management One Co.,Ltd. | 3,000 | $1.85M | 0.01% | +2,850+1,900.0% | Added |
| Marshall Investment Management, LLC | 2,995 | $1.85M | 8.79% | −9,347−75.7% | Reduced |
| Fulton Bank, N.A. | 2,986 | $1.84M | 0.07% | +295+11.0% | Added |
| Todd Asset Management LLC | 2,985 | $1.84M | 0.04% | −2,740−47.9% | Reduced |
| Private Wealth Asset Management, LLC | 2,981 | $1.84M | 0.24% | −876−22.7% | Reduced |
| Aventura Private Wealth, LLC | 2,971 | $1.84M | 0.79% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 2,969 | $1.83M | 0.30% | −9−0.3% | Reduced |
| Culbertson A N & Co Inc | 2,967 | $1.83M | 0.28% | −29−1.0% | Reduced |
| Newton One Investments LLC | 2,966 | $1.83M | 0.58% | +45+1.5% | Added |
| Wambolt & Associates, LLC | 2,963 | $1.83M | 0.62% | +21+0.7% | Added |
| TFR Capital, LLC. | 2,961 | $1.83M | 0.66% | −160−5.1% | Reduced |
| Taylor Financial Group, Inc. | 2,955 | $1.83M | 1.14% | −15−0.5% | Reduced |
| Clean Yield Group | 2,953 | $1.82M | 0.55% | 00.0% | Unchanged |
| Michael B. Yongue | 2,952 | $1.82M | 1.38% | +10.0% | Added |
| Cowa, LLC | 2,950 | $1.82M | 0.69% | +131+4.6% | Added |
| Nordwand Advisors, LLC | 2,940 | $1.82M | 0.29% | −60−2.0% | Reduced |
| Lantz Financial LLC | 2,935 | $1.81M | 0.45% | +104+3.7% | Added |
| EMC Capital Management | 2,935 | $1.81M | 0.98% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 2,932 | $1.81M | 0.79% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 2,932 | $1.81M | 1.09% | +20+0.7% | Added |
| Stonebrook Private Inc. | 2,927 | $1.81M | 0.42% | +435+17.5% | Added |
| D.B. Root & Company, LLC | 2,923 | $1.81M | 0.53% | +141+5.1% | Added |
| B&D White Capital Company, LLC | 2,917 | $1.80M | 0.27% | 00.0% | Unchanged |
| Strategic Advisors LLC | 2,915 | $1.80M | 0.35% | −137−4.5% | Reduced |
| Awm Capital, LLC | 2,905 | $1.80M | 0.19% | −53−1.8% | Reduced |
| Frisch Financial Group, Inc. | 2,902 | $1.80M | 0.44% | +29+1.0% | Added |
| Hall Laurie J Trustee | 2,907 | $1.80M | 0.59% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,905 | $1.79M | 0.88% | +75+2.7% | Added |
| Hutchinson Capital Management | 2,901 | $1.79M | 0.33% | −391−11.9% | Reduced |
| Navellier & Associates Inc | 2,897 | $1.79M | 0.22% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 2,894 | $1.79M | 0.33% | +2,129+278.3% | Added |
| Guardian Asset Advisors, LLC | 2,892 | $1.79M | 1.03% | +513+21.6% | Added |
| Dentgroup LLC | 2,891 | $1.79M | 1.24% | +1,314+83.3% | Added |
| Exchange Bank | 2,887 | $1.78M | 1.41% | −28−1.0% | Reduced |
| Heritage Financial Services, LLC | 2,886 | $1.78M | 0.17% | +97+3.5% | Added |
| Bonfire Financial | 2,877 | $1.78M | 1.46% | +3+0.1% | Added |
| Mandatum Life Insurance Co Ltd | 2,885 | $1.78M | 0.47% | 00.0% | Unchanged |
| Warburton Capital Management, LLC | 2,801 | $1.78M | 1.05% | +3+0.1% | Added |
| JSF Financial, LLC | 2,876 | $1.78M | 0.42% | −756−20.8% | Reduced |
| Investment Advisory Services Inc | 2,874 | $1.78M | 0.59% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 2,871 | $1.77M | 0.55% | +35+1.2% | Added |
| Cambridge Financial Group, LLC | 2,869 | $1.77M | 0.67% | −197−6.4% | Reduced |
| Prosperity Financial Group, Inc. | 2,858 | $1.77M | 0.75% | −113−3.8% | Reduced |
| Riverstone Advisors, LLC | 2,857 | $1.77M | 0.95% | +180+6.7% | Added |
| LaFleur & Godfrey LLC | 2,850 | $1.76M | 0.22% | −40−1.4% | Reduced |