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; 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Gainplan LLC | 160,407 | $99.1M | 45.00% | +41,872+35.3% | Added |
| Moneta Group Investment Advisors LLC | 159,852 | $98.8M | 1.18% | +8,123+5.4% | Added |
| Strategic Point Investment Advisors, LLC | 158,695 | $98.0M | 15.12% | −1,898−1.2% | Reduced |
| RMB Capital Management, LLC | 158,035 | $97.8M | 1.86% | +63,376+67.0% | Added |
| Glenview Trust Co | 158,132 | $97.7M | 1.69% | −560−0.4% | Reduced |
| Conning Inc. | 156,633 | $96.8M | 3.32% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 155,925 | $96.3M | 16.51% | +11,372+7.9% | Added |
| Worldquant Millennium Advisors LLC | 155,591 | $96.1M | 0.48% | +155,591 | New |
| VestGen Advisors, LLC | 153,893 | $95.1M | 3.79% | +7,407+5.1% | Added |
| Ramsey Quantitative Systems | 152,834 | $94.4M | 93.77% | −5,847−3.7% | Reduced |
| Sequoia Financial Advisors, LLC | 151,998 | $93.9M | 0.64% | −1,335−0.9% | Reduced |
| Howard Capital Management Group, LLC | 150,553 | $93.0M | 6.46% | −548−0.4% | Reduced |
| Webster Bank, N. A. | 150,041 | $92.7M | 9.58% | −5,697−3.7% | Reduced |
| Allen Investment Management LLC | 149,837 | $92.6M | 1.01% | −3,206−2.1% | Reduced |
| Warren Averett Asset Management, LLC | 149,627 | $92.4M | 1.01% | −3,734−2.4% | Reduced |
| FIL Ltd | 149,077 | $92.1M | 0.08% | −107,024−41.8% | Reduced |
| Atticus Wealth Management, LLC | 148,517 | $91.8M | 24.78% | +8,719+6.2% | Added |
| Brandywine Trust Co | 146,961 | $90.8M | 13.87% | +754+0.5% | Added |
| RBF Capital, LLC | 146,300 | $90.4M | 4.47% | +146,300 | New |
| Serenus Wealth Advisors, LLC | 145,795 | $90.1M | 15.30% | −1,112−0.8% | Reduced |
| MCF Advisors LLC | 145,382 | $90.0M | 5.95% | −3,022−2.0% | Reduced |
| Activest Wealth Management | 144,012 | $89.0M | 21.46% | +182+0.1% | Added |
| Freestone Capital Holdings, LLC | 143,831 | $88.9M | 3.02% | −6,940−4.6% | Reduced |
| Summit Financial, LLC | 142,948 | $88.6M | 2.00% | +17,600+14.0% | Added |
| Sentinel Pension Advisors Inc | 143,351 | $88.6M | 14.91% | +180.0% | Added |
| Select Asset Management & Trust | 143,172 | $88.5M | 30.30% | +25,566+21.7% | Added |
| New York Life Insurance Co | 142,522 | $88.1M | 25.07% | 00.0% | Unchanged |
| Jabodon PT Co | 141,969 | $87.7M | 99.99% | +423+0.3% | Added |
| Bizma Investimentos Ltda | 141,721 | $87.6M | 28.45% | +73,530+107.8% | Added |
| Urban Financial Advisory Corp | 141,595 | $87.5M | 43.97% | −231−0.2% | Reduced |
| Banque Pictet & Cie SA | 141,313 | $87.3M | 0.91% | +8,241+6.2% | Added |
| Aristotle Capital Management, LLC | 140,644 | $86.9M | 0.17% | +27,462+24.3% | Added |
| Tucker Asset Management LLC | 140,610 | $86.9M | 27.78% | +14,005+11.1% | Added |
| Total Investment Management Inc | 140,070 | $86.5M | 12.51% | −586−0.4% | Reduced |
| V2 Financial group LLC | 139,556 | $86.2M | 51.99% | +8,973+6.9% | Added |
| Adviser Investments LLC | 138,769 | $85.7M | 1.07% | −381−0.3% | Reduced |
| Modern Wealth Management, LLC | 159,946 | $85.1M | 2.10% | −26,777−14.3% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 137,798 | $85.1M | 5.14% | −68,408−33.2% | Reduced |
| St. Louis Trust Co | 137,606 | $85.0M | 11.33% | −84−0.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 137,144 | $84.7M | 1.65% | −4,637−3.3% | Reduced |
| AE Wealth Management LLC | 135,908 | $84.0M | 0.61% | +60,816+81.0% | Added |
| Geneos Wealth Management Inc. | 135,236 | $83.6M | 2.04% | +4,809+3.7% | Added |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 134,556 | $83.1M | 12.80% | −101−0.1% | Reduced |
| Clearstead Advisors, LLC | 134,010 | $82.8M | 1.16% | +8,017+6.4% | Added |
| Cornerstone Wealth Group, LLC | 131,950 | $81.5M | 6.12% | −2,801−2.1% | Reduced |
| Bokf, NA | 131,894 | $81.5M | 1.32% | +340+0.3% | Added |
| Turim 21 Investimentos Ltda. | 131,785 | $81.4M | 15.93% | −28,642−17.9% | Reduced |
| Hudson Bay Capital Management LP | 131,499 | $81.2M | 0.53% | −82,172−38.5% | Reduced |
| Johnson Investment Counsel Inc | 130,724 | $80.8M | 0.73% | +609+0.5% | Added |
| Pine Valley Investments Ltd Liability Co | 129,193 | $80.0M | 4.70% | −4,340−3.3% | Reduced |
| Busey Wealth Management | 129,405 | $80.0M | 2.44% | −1,392−1.1% | Reduced |
| Mariner Investment Group LLC | 129,366 | $79.9M | 28.88% | −44,826−25.7% | Reduced |
| J.W. Cole Advisors, Inc. | 127,750 | $78.9M | 1.68% | +24,239+23.4% | Added |
| Independence Bank of Kentucky | 127,697 | $78.9M | 11.18% | −3,508−2.7% | Reduced |
| Lowe Wealth Advisors, LLC | 127,304 | $78.7M | 30.71% | +338+0.3% | Added |
| Berkeley Capital Partners, LLC | 126,898 | $78.4M | 19.90% | +1,377+1.1% | Added |
| Portland Global Advisors LLC | 126,859 | $78.4M | 9.23% | −992−0.8% | Reduced |
| RSM US Wealth Management LLC | 357,716 | $78.2M | 1.09% | +2,871+0.8% | Added |
| Arrowstreet Capital, Limited Partnership | 126,059 | $77.9M | 0.06% | −50,070−28.4% | Reduced |
| Oppenheimer & Co Inc | 125,559 | $77.6M | 1.03% | −447−0.4% | Reduced |
| First Western Trust Bank | 125,516 | $77.6M | 3.49% | +3,388+2.8% | Added |
| Consolidated Investment Group LLC | 125,215 | $77.4M | 10.36% | +3,000+2.5% | Added |
| Empyrean Capital Partners, LP | 124,848 | $77.1M | 3.57% | +124,848 | New |
| Evoke Wealth, LLC | 123,758 | $76.7M | 1.80% | +3,386+2.8% | Added |
| TCW Group Inc | 124,010 | $76.6M | 0.60% | +275+0.2% | Added |
| Midwest Trust Co | 122,946 | $76.0M | 1.05% | +122,946 | New |
| Atlantic Union Bankshares Corp | 122,315 | $75.6M | 1.73% | +95,757+360.6% | Added |
| Integrated Advisors Network LLC | 122,055 | $75.4M | 3.41% | −41,564−25.4% | Reduced |
| Stratos Wealth Advisors, LLC | 121,996 | $75.4M | 3.98% | +7,644+6.7% | Added |
| Mill Creek Capital Advisors, LLC | 121,115 | $74.8M | 1.66% | +1,382+1.2% | Added |
| Keystone Financial Group | 120,144 | $74.3M | 6.70% | −5,457−4.3% | Reduced |
| MSA Advisors, LLC | 120,178 | $74.3M | 18.62% | −14,350−10.7% | Reduced |
| Fiera Capital Corp | 119,475 | $73.8M | 0.25% | +2,581+2.2% | Added |
| Capital Advisors, Ltd. LLC | 119,319 | $73.7M | 9.10% | −3,734−3.0% | Reduced |
| Klingman & Associates, LLC | 118,212 | $73.0M | 4.03% | −1,744−1.5% | Reduced |
| Atria Investments LLC | 117,753 | $72.8M | 0.86% | +3,328+2.9% | Added |
| Venture Visionary Partners LLC | 117,323 | $72.5M | 2.73% | −255−0.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 116,365 | $72.0M | 0.82% | +49,411+73.8% | Added |
| New England Asset Management Inc | 116,424 | $71.9M | 11.19% | −11,000−8.6% | Reduced |
| Brinker Capital Investments, LLC | 116,307 | $71.9M | 0.61% | −12,702−9.8% | Reduced |
| Haverford Trust Co | 116,085 | $71.7M | 0.68% | +12,344+11.9% | Added |
| IFG Advisors, LLC | 115,747 | $71.5M | 12.01% | +2,559+2.3% | Added |
| Evercore Wealth Management, LLC | 115,526 | $71.4M | 1.11% | +103+0.1% | Added |
| Lepercq De Neuflize Asset Management LLC | 115,245 | $71.2M | 62.18% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 114,155 | $70.5M | 2.87% | −2,678−2.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 113,735 | $70.3M | 1.12% | +13,750+13.8% | Added |
| CenterStar Asset Management, LLC | 113,212 | $70.0M | 86.18% | +89,951+386.7% | Added |
| NTV Asset Management LLC | 113,309 | $70.0M | 8.37% | +1,396+1.2% | Added |
| Prospera Financial Services Inc | 112,894 | $69.8M | 1.30% | +8,930+8.6% | Added |
| Headland Capital, LLC | 112,108 | $69.3M | 20.93% | +6,565+6.2% | Added |
| Guggenheim Capital LLC | 111,553 | $68.9M | 0.56% | −102,210−47.8% | Reduced |
| Eos Management, L.P. | 110,736 | $68.4M | 29.62% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 110,165 | $68.1M | 0.98% | +8,403+8.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 109,930 | $67.9M | 1.98% | +2,763+2.6% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 109,000 | $67.3M | 14.39% | 00.0% | Unchanged |
| Lavaca Capital LLC | 108,877 | $67.3M | 27.49% | +289+0.3% | Added |
| USA Financial Portformulas Corp | 108,596 | $67.1M | 11.45% | −113,341−51.1% | Reduced |
| Performa Ltd (US), LLC | 108,348 | $66.9M | 20.18% | +331+0.3% | Added |
| Dynasty Wealth Management, LLC | 108,171 | $66.8M | 1.14% | −21,509−16.6% | Reduced |
| Keel Point, LLC | 107,912 | $66.7M | 4.41% | −21,759−16.8% | Reduced |